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Phyllis Jo Kubey

Phyllis Jo Kubey

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Enrolled Agent—individual tax planning, IRS procedure, and compliance education.

Kwong Decision Opens Refund Claims for Penalties, Interest
Social•Apr 7, 2026

Kwong Decision Opens Refund Claims for Penalties, Interest

“…the Kwong decision suggests that taxpayers should reevaluate penalties and interest previously paid and consider filing refund claims targeting those amounts, even when the underlying tax liability itself is not in dispute.” Kwong Opens New Path for COVID-19 Refunds https://t.co/6OGToPBe1j @TaxNotes

By Phyllis Jo Kubey