The Smart Way to Handle Your 2026 ERC Refund
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If your Employee Retention Credit (ERC) refund finally arrives in 2026, don’t assume the tax treatment is straightforward.
Here are three reasons this article deserves your attention:
- The IRS now offers a practical way to handle ERC refunds when it’s too late to amend your 2020 or 2021 returns—but that may not be the end of the story.
- A protective refund claim could preserve your right to recover tax later if the courts reject the IRS’s current position. It’s a simple step that many taxpayers may overlook.
- Tax Tip: When the IRS provides administrative guidance in an unsettled area of tax law, following that guidance while protecting your legal rights can often be the most disciplined approach. This strategy helps you stay compliant today without giving up a potential refund tomorrow.