tax-law

53 cases — ← All topics

Case Title Lower Court Docketed Status Flags Tags Question Presented
25-684 Malcolm Curtis, et ux. v. Department of the Treasury, et al. Ninth Circuit 2025-12-11 Denied Response Waived burden-of-proof due-process equal-protection income-reporting judicial-presumption tax-law Whether granting the IRS a judicial presumption of correctness violates due process and equal protection in a case where a taxpayer is accused of not …
25-680 Bernard T. Swift, Jr., et ux. v. Commissioner of Internal Revenue Fifth Circuit 2025-12-11 Pending Amici (1) administrative-procedure internal-revenue-code penalty-assessment statutory-construction supervisory-approval tax-law When must an IRS employee secure written supervisory approval for a penalty assessment to be valid?
25A611 Paul Kenneth Cromar v. United States Tenth Circuit 2025-11-24 Application criminal-statute pro-se-petition property-seizure statutory-interpretation tax-law tenth-circuit Whether 26 U.S.C. § 7212(b), which criminalizes forcible rescue of "property after it shall have been seized under this title," applies to property ju…
25-300 William A. Goddard, et al. v. United States Ninth Circuit 2025-09-16 Denied Response Waived administrative-procedure bad-faith evidentiary-hearing irs-summons law-firm-records tax-law 1. Whether a law firm can be denied the opportunity to challenge an IRS summons for law firm trust account records based solely on an IRS declaratio…
25-5542 Francis Burns v. United States Seventh Circuit 2025-09-04 Denied Response WaivedIFP constitutional-rights criminal-procedure due-process federal-tax-code tax-law taxpayer-bill-of-rights 1. Was Petitioner, Francis Burns denied his Constitutionally-protected Common Law right under the Taxpayer Bill of Rights where the UNITED STATES OF A…
24-6781 Saud A. Alessa v. United States Ninth Circuit 2025-03-17 Denied Response WaivedIFP civil-tax-code criminal-liability due-process evidence-preclusion tax-law willfulness Whether the district court can preclude a defendant from presenting evidence about the complexity in the civil tax code to defend against the governme…
24-881 Georgia Association of Club Executives, Inc. v. Georgia, et al. Georgia 2025-02-18 Denied Amici (3)Response RequestedResponse WaivedRelisted (2) content-based-regulation first-amendment intermediate-scrutiny reed-v-gilbert strict-scrutiny tax-law A Georgia statute imposes a tax that, on its face, singles out businesses defined by the content of their expression; the State seeks to justify the t…
24-6386 Richard Edward Boggs v. United States Fourth Circuit 2025-01-24 Denied Response WaivedRelisted (2)IFP constitutional-interpretation due-process federal-income-tax sixteenth-amendment tax-law territorial-jurisdiction 1) The lower courts, the Plaintiff, and the Plaintiff attorneys disregarded and evaded establishing proof of the requisite territorial jurisdiction on…
23-6828 Warren J. Levering v. Nebraska Nebraska 2024-02-26 Denied Response WaivedIFP chevron-deference child-support economic-impact-payments federal-statutory-construction statutory-interpretation tax-law tax-refund treasury-offset-program Did the Nebraska Supreme Court violate the U.S. Supreme Court's rules of Federal statutory construction by construing 26 U.S.C. §6428A to NOT exempt t…
23-653 Ritchie N. Stevens, et al. v. Commissioner of Internal Revenue Ninth Circuit 2023-12-15 Denied Response Waived civil-procedure irs net-operating-loss partnership partnership-audit tax tax-court tax-law tefra tefra-regime unsigned-returns 1. Whether a net operating loss carryover to a future year that is an "affected item" under the TEFRA Partnership audit regime can be included within …
23-6145 Daniel E. Salley v. United States Seventh Circuit 2023-12-01 Denied Response WaivedIFP civil-rights criminal-procedure due-process internal-revenue-service mental-competency mental-health-defense property-rights property-seizure statute-of-limitations tax-law treasury-offset-program Wfoe4-Ke.tr cl collate c^m-duofe, <3uaA swccessfwA busn^e sswiaw ou/rt€.T of ex small 0-CCOuvvHincj ctffevr jpreiwelmo^ sev/evcv) a.u.di'fs cxW jr\ne …
23-413 Michael Lissack v. Commissioner of Internal Revenue District of Columbia 2023-10-19 GVR Relisted (2) administrative-action administrative-law agency-discretion chevron-deference discretion internal-revenue-service statutory-interpretation tax-law tax-whistleblower whistleblower-award Section 7623 of Title 26 governs the Internal Revenue Service's (hereinafter the "IRS") ability to pay awards to whistleblowers. Prior to 2006, awards…
22-1232 Bernard D. Holland v. Commissioner of Internal Revenue Fourth Circuit 2023-06-23 Denied Response WaivedRelisted (2) civil-procedure constitutional-authority constitutional-law direct-taxation due-process form-4852 internal-revenue-service irs-authority standing tax-law 1. Is the Internal Revenue Service required to follow the Law as written in The United States Constitution regarding Direct Taxation? 2. Is the Inter…
22-974 Charles J. Weiss v. United States Third Circuit 2023-04-07 Denied Response Waived appeals certiorari collection-due-process due-process internal-revenue-code levy-actions limitations-period statutory-interpretation tax-law writ-of-certiorari Whether the Internal Revenue Code ("IRC") provision providing for the suspension of levy actions and the running of any period of limitations "for the…
22-808 Joe Alfred Izen, Jr. v. Commissioner of Internal Revenue Fifth Circuit 2023-02-27 Denied Response Waived charitable-deduction deadlines equitable-tolling hardship-exemption I.R.C.-170(f)(12) internal-revenue-code statutory-interpretation substantiation-deadline substantiation-evidence summary-judgment tax-law 1. Whether equitable tolling may extend substantiation evidence gathering deadlines under I.R.C. § 170(f)(12). 2. Whether Congress lacks the power to…
22-6631 Larry Welenc v. Commissioner of Internal Revenue District of Columbia 2023-01-25 Denied Response WaivedIFP administrative-law administrative-procedure due-process internal-revenue-service irs notice-of-intent property-rights property-seizure seizure tax-law tax-levy taxpayer-rights 1,) Can the Commissioner of the Internal Revenue Service issue a NON Final Intent of Notice for immediate payment of Amount Due, to be paid within a d…
22-473 Hancock County Land Acquisitions, LLC v. United States, et al. Eleventh Circuit 2022-11-18 Denied Response Waived anti-injunction-act civil-procedure due-process irs iRS-procedure judicial-review tax-assessment tax-collection tax-law taxpayer-rights Whether the Anti-Injunction Act's bar on lawsuits for the purpose of restraining the assessment or collect of taxes also bars courts from enforcing la…
22-9 Whirlpool Financial Corporation, et al. v. Commissioner of Internal Revenue Sixth Circuit 2022-07-05 Denied Amici (3)Response RequestedResponse WaivedRelisted (2) administrative-law income-taxation internal-revenue-code regulations sixth-circuit sixth-circuit-precedent statutory-interpretation tax-court tax-law treasury-regulations Whether the divided Sixth Circuit properly held—in conflict with precedent of this Court and settled administrative-law principles—that a statute that…
21-1599 Hanna Karcho Polselli, et al. v. Internal Revenue Service Sixth Circuit 2022-06-28 Judgment Issued Amici (6)Relisted (2) collection delinquent-taxpayer irc-section-7609 irs judicial-review notice-requirement recordkeeper-exception standing summons summons-notice tax-law The Internal Revenue Code generally requires the IRS, when it serves a summons on a third-party recordkeeper for records pertaining to a person "ident…
21-1457 Quiller Barnes v. Commissioner of Internal Revenue Ninth Circuit 2022-05-18 Denied Response Waived due-process internal-revenue-regulations irs-regulations pension-funds pension-rollover retirement-funds rollover statute-of-limitations tax-assessment tax-law Were the Petitioner's 1996 Pension funds from Pacific Bell Telephone Company, which was properly rolled over within 60 days of his retirement, per his…
21-6483 Robert A. McNeil v. Department of State, et al. District of Columbia 2021-12-02 Denied Response WaivedIFP administrative-procedure appellate-jurisdiction civil-procedure due-process irs judicial-review passport-revocation standing tax tax-law Do courts of appeal nationwide exhibit a pattern and practice of refusing to adjudicate EVERY issue presented by the Class of disrespected, unrepresen…
21-775 Thomas Edward Rubin v. United States Ninth Circuit 2021-11-24 Denied Response WaivedRelisted (2) cancellation-of-debt congressional-authority debt-cancellation due-process income-recognition ninth-circuit summary-judgment tax tax-law Did the Ninth Circuit err when, disregarding the precedential cases in the Ninth Circuit, in sister circuits, and in this Court, it disallowed a taxpa…
21-723 Mark Alan Staples v. Commissioner of Internal Revenue Tenth Circuit 2021-11-16 Denied Response Waived 1st-amendment 5th-amendment administrative-law disability-discrimination due-process equal-protection ex-parte-communication free-speech social-security-law tax-law Under the United States Constitution, especially the 14th Amendment, "due process of law" and "equal protection of the laws", the 1st Amendment, free …
21-631 Emily S. Wilson, as Executrix of the Estate of Joseph A. Wilson, et al. v. United States Second Circuit 2021-10-29 Denied Response Waived administrative-law chevron-deference foreign-trust irs-policy irs-reporting statutory-interpretation tax-law tax-penalty Beginning in 1997, the Internal Revenue Service ("IRS") required the owners of foreign trusts to file an annual Form 3520, disclosing the trust's fina…
21-405 Emerald Home Care, Inc. v. Department of Unemployment Assistance Massachusetts 2021-09-15 Denied Response Waived constitutional-rights due-process first-amendment free-speech preemption speech-restriction supremacy-clause tax tax-law This case concerns, as far as Petitioner can determine, the first law in American history that restricts taxpayers' speech about a tax. It also concer…
21-219 Clear Channel Outdoor, LLC v. Henry J. Raymond, Director, Department of Finance of Baltimore City Maryland 2021-08-16 Denied Amici (3)Relisted (2) billboard-regulation commercial-speech constitutional-scrutiny content-based content-discrimination first-amendment strict-scrutiny takings tax-law zoning Whether a tax singling out off-premises billboards is subject to heightened scrutiny under the First Amendment.
20-1472 Boechler, P.C. v. Commissioner of Internal Revenue Eighth Circuit 2021-04-21 Judgment Issued Amici (6) claim-processing-rule equitable-tolling internal-revenue-code jurisdiction jurisdictional-requirement tax-court tax-law time-limit Whether the time limit in Section 6330(d)(1) is a jurisdictional requirement or a claim-processing rule subject to equitable tolling.
20-1344 Jeffrey T. Maehr v. United States Tenth Circuit 2021-03-24 Denied Response Waived 16th-amendment civil-rights constitutional-interpretation due-process income-definition irs standing stare-decisis supreme-court-precedent tax-law taxation 1. Can the IRS/United States government/Respondent and lower courts consistently call U.S. Supreme Court standing case precedent (stare decisis ) on t…
20-1014 Organic Cannabis Foundation, LLC, dba Organicann Health Center v. Commissioner of Internal Revenue Ninth Circuit 2021-01-28 Denied administrative-law due-process equitable-tolling fifth-amendment judicial-notice jurisdictional-deadline tax-law tax-procedure L Is 26 U.S.C. § 6213(a)'s deficiency petition (90-day) Filing Deadline jurisdictional (such that it is not subject to equitable tolling) under curren…
20-1031 Northern California Small Business Assistants, Inc. v. Commissioner of Internal Revenue Ninth Circuit 2021-01-28 Denied Amici (1) administrative-procedure civil-procedure equitable-tolling jurisdiction jurisdictional-deadline statutory-interpretation supreme-court supreme-court-precedent tax-law Is 26 U.S.C. § 6213(a)'s deficiency petition (90-day) Filing Deadline jurisdictional (such that it is not subject to equitable tolling) under current …
20-690 Michael Sang Han v. United States District of Columbia 2020-11-18 Denied circuit-split income income-classification intent intent-analysis internal-revenue-code james-v-united-states loan loan-proceeds tax-law May a court consider factors other than the parties' intent in determining whether a transfer of funds constitutes a non-taxable loan under the Intern…
20-681 Daniel E. Larkin, et ux. v. Commissioner of Internal Revenue District of Columbia 2020-11-17 Denied Response Waived burden-of-production burden-of-proof civil-procedure irs irs-restructuring judicial-review penalties statutory-interpretation supervisory-approval tax-law tax-penalties 1. Does the Internal Revenue Service Restructuring and Reform Act of 1998, Pub. L. 105-206, 112 Stat. 685, Title III, which enacted new sections 6751 …
20-645 Standing Akimbo, LLC, et al. v. United States Tenth Circuit 2020-11-12 Denied Relisted (13) 16th-amendment 4th-amendment controlled-substances-act fifth-amendment fourth-amendment preemption self-incrimination state-rights supremacy-clause tax-law The Petitioners allegedly operate a Colorado state legal cannabis dispensary and sold cannabis in accordance with state law. The IRS claims that altho…
20-558 Jon D. Adams v. Commissioner of Internal Revenue Fifth Circuit 2020-10-29 Denied Response Waived 26-usc-6404e case-law fifth-circuit interest-abatement judicial-review lee-v-commissioner statutory-interpretation tax-abatement tax-law tax-procedure The Appellant (hereinafter referred to as "the Taxpayer") is seeking abatement of interest assessed by the Appellee (hereinafter referred to as "the C…
19-969 John M. Marshall, et al. v. Commissioner of Internal Revenue Ninth Circuit 2020-02-03 Denied Amici (1)Response Waived creditor-rights federal-law property-transfer recharacterization state-law stern-v-commissioner tax-law tax-liability transaction-recharacterization Whether, when the true form of the transaction is at issue, the court must determine whether state law would permit a private creditor to collapse or …
19-954 Brian E. Harriss v. Commissioner of Internal Revenue Ninth Circuit 2020-01-30 Denied Response Waived amendment-xvi civil-rights constitutional constitutional-interpretation direct-taxation due-process income-tax ninth-circuit standing statutory tax tax-law 1. Did the Ninth Circuit commit reversible and plain Constitutional error by recharacterizing, without evidence, Petitioner's right to refute Commissi…
19-929 Louis S. Shuman, et ux. v. Commissioner of Internal Revenue Fourth Circuit 2020-01-24 Denied Response WaivedRelisted (2) 5th-amendment administrative-procedure civil-procedure due-process internal-revenue-code irs judicial-review standing tax tax-law Whether the IRS and lower Courts application of IRC 6214(b) and IRC 6402 violate the Due Process Clause of the 5th Amendment.
19-7399 Frederick Charles Harris, II v. United States Federal Circuit 2020-01-24 Denied Response WaivedIFP administrative-law asset-seizure civil-procedure due-process irs jurisdiction tax-law 1. Why was my demand denied when the defendant, the Commissioner of the IRS, admitted in writing that they didn't have jurisdiction to take my assets?
19-6338 Gerald Nelson v. Commissioner of Internal Revenue Second Circuit 2019-10-22 Denied Response WaivedRelisted (2)IFP arbitration arbitration-award back-pay back-pay-settlement civil-rights due-process gross-income gross-income-taxation section-1983 tax tax-law tax-liability unemployment unemployment-benefits 1. 26 U.S.C 61 (a) , defines Gross income means all income from whatever source derived. Question: If gross income ,includes back pay settlements that…
19-139 Delmar Hardy v. United States Ninth Circuit 2019-07-30 Denied cheek-v-united-states criminal-tax good-faith good-faith-reliance jury-instruction jury-instructions professional-reliance reliance-on-accountant specific-intent tax-fraud tax-law tax-professional willfulness 1. Does this Court's decision in Cheek v. United States, 498 U.S. 192 (1991), require a court to apply a subjective standard in determining whether th…
19-129 Neil Feinberg, et al. v. Commissioner of Internal Revenue Tenth Circuit 2019-07-26 Denied Response Waived civil-rights controlled-substances-act drug-policy drug-trafficking federal-preemption federalism interstate-commerce irs-tax-code marijuana-legalization preemption state-legalization state-rights tax-law Did the Tenth Circuit err in holding that the Controlled Substances Act superseded and preempted Colorado marijuana laws?
19-41 Keith A. Tucker, et ux. v. Commissioner of Internal Revenue Fifth Circuit 2019-07-05 Denied circuit-split due-process economic-substance-doctrine judicial-doctrine judicial-interpretation statutory-construction statutory-interpretation tax-avoidance tax-law tax-provisions May the judge-made "economic substance doctrine" be invoked to supplant any tax results that a court deems abusive, even when those results stem from …
18-1457 Joseph Allen May v. United States, et al. Eighth Circuit 2019-05-22 Denied Response Waived 26-usc-7431 civil-rights discovery discovery-denial-authority discovery-rights due-process federal-courts irs irs-disclosure perpetrator-liability standing tax-law taxpayer-information title-26 Under Title 26 § 7431, under what authority do the Federal Courts deny Discovery, when the IRS and IRS officers have all of the documents and the Unit…
18-1177 Bradford G. Peters, as Executor of the Estate of Andrew J. McKelvey, Deceased v. Commissioner of Internal Revenue Second Circuit 2019-03-12 Denied administrative-law fair-notice internal-revenue-code judicial-gap-filling phantom-regulation separation-of-powers statutory-interpretation tax-law tax-law-exceptionalism tax-regulation treasury-delegation treasury-regulations Whether, or under what circumstances, the Judiciary may enforce an ambiguous provision of the Internal Revenue Code by filling a statutory gap, when C…
18-1122 Alpenglow Botanicals, LLC, et al. v. United States Tenth Circuit 2019-02-27 Denied Response RequestedResponse WaivedRelisted (2) 26-usc-280e administrative-determination administrative-determinations administrative-law civil-rights criminal-culpability criminal-law criminal-penalties drug-crimes drug-trafficking due-process irs irs-investigation section-280e standing tax tax-deductions tax-law 1) Did Congress, under 26 U.S.C. §280E, empower the IRS and its civil auditors to investigate federal drug law crimes and administratively determine w…
18-1100 Wayne D. Ramsay v. Commissioner of Internal Revenue Fifth Circuit 2019-02-22 Denied Response Waived administrative-law administrative-procedure deficiency deficiency-interest interest internal-revenue-service jurisdiction statutory-interpretation tax tax-court tax-law DOES THE U.S. TAX COURT HAVE JURISDICTION TO DETERMINE DEFICIENCY INTEREST ASSESSED BY THE INTERNAL REVENUE SERVICE?
18-7887 Rodney Lyle Roberts v. United States Fifth Circuit 2019-02-11 Denied Response WaivedIFP 16th-amendment apportionment brushaber-case constitutional-basis constitutional-interpretation direct-income-tax direct-tax fifth-circuit-precedent income-tax parker-v-commissioner precedent sixteenth-amendment tax tax-law Whether the Fifth Circuit precedent, in their ruling in Parker v. Commissioner 7724F.2d469fliQ'L), becomes unassailable in holding that the Supreme Co…
18-789 Cecilia M. Hylton v. Commissioner of Internal Revenue Fourth Circuit 2018-12-20 Denied Response Waived 26-usc-183 appellate-procedure civil-procedure due-process hobby horse-activity-taxation horse-related-activities per-curiam-decision section-183-hobby-loss tax tax-law taxation unpublished-opinion 1. Is petitioner denied due process of law when the court of appeals failed to timely advise her whether oral argument (which each party requested) wo…
18-7133 Paul Burks v. United States Fourth Circuit 2018-12-20 Denied Response WaivedIFP civil-procedure criminal-law criminal-procedure criminal-tax due-process elements federal-courts federal-prosecution indictment indictment-elements pretrial-motion statutory-interpretation substantive-law tax-law uncertainty Contrary to the rule in James v. United States, 366 U.S. 213 (1961), is the substantial existence of uncertainty in the governing substantive tax law …
18-563 Darren Commander v. United States Third Circuit 2018-10-31 Denied Response Waived 26-usc-6672 circuit-split civil-procedure negligence statutory-interpretation summary-judgment tax-law willfulness Was the Third Circuit's standard for willfulness under 26 U.S.C. § 6672(a) too lax for situations that at best are mere negligence in conflict with th…
18-367 Mary E. Jacobi v. New York Tax Appeals Tribunal, et al. New York 2018-09-20 Denied Response Waived 14th-amendment driver's-license due-process financial-hardship property-interest tax-collection tax-law The court below properly determined that Petitioner holds a substantial property interest in her driver license sufficient to warrant protection under…
18-356 Robert Edward Orth v. Commissioner of Internal Revenue Seventh Circuit 2018-09-19 Denied Response Waived administrative-regulation all-inclusive-terms citizen-definition citizenship-definition constitutional-claims due-process free-speech impermissible-expansion passport-privileges procedural-due-process statutory-construction tax-law taxpayer-rights Is the citizen in the statutory definition at 26 U.S.C. § 1402(b) an American, like the Petitioner? Do the individuals in § 1402(b) and 26 C.F.R. 1.1…
18-5353 Juanita L. Berry v. United States Third Circuit 2018-07-25 Denied Response WaivedIFP civil-procedure court-of-appeals district-court due-process income-classification income-tax irs-regulations loans loss-calculation promissory-notes property-rights tax tax-evasion tax-law wire-fraud 1. Whether the Court of Appeals erred in affirming the District Court's legal holding that promissory notes between Berry and a vendor were income and…