Did You Pay IRS Penalties or Interest Between 2020 and 2023? You May Be Owed a Refund.

For many taxpayers, July 10, 2026 is the key deadline to file a protective refund claim related to certain IRS penalties and interest assessed in connection with COVID-era tax deadlines.

The exact deadline can vary depending on each taxpayer’s filing date, payment date, tax period, and IRS account history. After the applicable deadline passes, a taxpayer may permanently lose the ability to pursue a refund.

How it works:
1. Submit a free eligibility intake.
2. Upload IRS Record of Account transcripts for 2020, 2021, 2022, and 2023, or authorize our team to retrieve them for you.
3. We review IRS penalty, interest, transaction-code, and payment history.
4. If a potential opportunity is identified, we prepare the appropriate protective refund claim package for review.

Who may be eligible:
- Individuals
- Businesses
- Self-employed taxpayers and freelancers
- Taxpayers charged failure-to-file penalties
- Taxpayers charged failure-to-pay penalties
- Taxpayers charged estimated tax penalties
- Taxpayers charged IRS underpayment interest

Refunds are not guaranteed. Eligibility depends on each taxpayer’s specific IRS records, filing history, payment history, tax periods, and facts. The Kwong issue may be appealed, challenged, limited, or affected by future IRS guidance or court action.