Enrolled Agent Exam [Part 3] 69, Refund Claims and Form 843

Podcast: Finance Exam Prep · Ran Chen, EA, CFP®

Opublikowano: 2026-10-13

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - The critical difference between using an amended income tax return (e.g., Form 1040-X) and Form 843 for non-income tax related refund claims. - Mastering the statute of limitations for filing a refund claim: three years from filing or two years from payment, whichever is later. - How the six-month 'deemed denial' r...