05/29/2026
Due to a recent Federal Claims Court ruling, you may be entitled to a refund if you paid IRS failure-to-file penalties, failure-to-pay penalties, and/or underpayment interest between January 20, 2020, and July 10, 2023.
Before filing a refund claim, you must first verify that the penalties and interest were paid during the applicable period. To do so, you will need one of the following for each tax year involved:
-IRS account transcripts showing the payments made; or
-Copies of IRS notices assessing the penalties and interest, along with proof of payment (such as a cancelled check or bank record).
To preserve your right to a refund, IRS Form 843, Claim for Refund and Request for Abatement must be filed no later than July 10, 2026. Filing Form 843 creates a protective refund claim in the event the Government ultimately loses all appeals and is required to refund the penalties and interest paid in.
Please note that as of May 15, 2026, the United States Government has filed an appeal of the ruling. It may take several years before the matter is finally resolved, and any refunds are issued.
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