Taxation Partners Kevin Packman and Andrew Weinstein co-authored an article on procedural issues for claiming tax refunds that was published in Steve Leimberg's Income Tax Planning Newsletter. In their article, the authors describe issues related to the timing of refund claims as well as the options available to taxpayers if the IRS denies a refund. Specifically, they cover litigation, statutory mitigation and equitable relief.
READ: Refunds - Timing, Litigation, Mitigation and Equitable Relief
LISI Income Tax Planning Newsletter #207 (November 16, 2020) at http://www.leimbergservices.com. Copyright 2020, Kevin Packman and Andrew Weinstein. All rights reserved. Reproduction in Any Form or Forwarding to Any Person Prohibited Without Express Permission. This newsletter is designed to provide accurate and authoritative information in regard to the subject matter covered. It is provided with the understanding that LISI is not engaged in rendering legal, accounting, or other professional advice or services. If such advice is required, the services of a competent professional should be sought. Statements of fact or opinion are the responsibility of the authors and do not represent an opinion on the part of the officers or staff of LISI.