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Refund Statute Expiration Date (RSED) Made Easy

REFUND STATUTE EXPIRATION DATE (RSED) MADE EASY

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 6, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

The Refund Statute Expiration Date (RSED) is a statute of limitation that is a date, by law, for a taxpayer to claim a refund for overpayment of taxes. Understanding the RSED is vital to protecting a taxpayer’s right to a refund and in determining deadlines for filing amended returns or making an abatement request. The rules have several variables which can often be difficult to understand. This presentation will review the rules for the Refund Statute Expiration Dates by using visual examples to easily illustrate how the RSED works allowing Tax Professionals of all levels to feel confident in their understanding. 

Learning Objectives: 


  • Define what the Refund Statute Expiration Date (RSED) is and how it impacts a taxpayer’s right to a refund of overpayment

  • List the dates and rules required to calculate the Refund Statute Expiration Date (RSED)

  • Identify which Refund Statute Expiration Date (RSED) is applicable in a given situation

  • Recognize how to calculate and identify opportunities for refunds owed to individual taxpayers

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Taxmentor

Roger is considered the foremost authority on all things involving e-services and IRS transcripts since pioneering the IRS transcript analysis industry a decade ago launching Tax Help Software. Roger is a national speaker on tax industry best practices and consults with some of the largest tax software companies, accounting firms, tax resolution firms, and the IRS.


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Taxmentor
From the makers of Tax Help Software comes the next GAMECHANGER for the Tax Industry. Created by tax pros for tax pros, Tax Mentor is your go-to resource for practical and principled tax resolution training.

So many tax professionals struggle to make a profit in the tax resolution space that they often give up, possibly losing long-term tax clients in the process. Tax Mentor’s revolutionary custom consultation report allows tax pros of all levels to benefit from the decades of experience at Tax Mentor.