Albert v. Commissioner

1986 T.C. Memo. 276, 51 T.C.M. 1371, 1986 Tax Ct. Memo LEXIS 337
CourtUnited States Tax Court
DecidedJuly 3, 1986
DocketDocket No. 5881-85.
StatusUnpublished

This text of 1986 T.C. Memo. 276 (Albert v. Commissioner) is published on Counsel Stack Legal Research, covering United States Tax Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Albert v. Commissioner, 1986 T.C. Memo. 276, 51 T.C.M. 1371, 1986 Tax Ct. Memo LEXIS 337 (tax 1986).

Opinion

STEVEN L. ALBERT and JOYCE E. ALBERT, Petitioners v. COMMISSIONER OF INTERNAL REVENUE, Respondent
Albert v. Commissioner
Docket No. 5881-85.
United States Tax Court
T.C. Memo 1986-276; 1986 Tax Ct. Memo LEXIS 337; 51 T.C.M. (CCH) 1371; T.C.M. (RIA) 86276;
July 3, 1986.
Steven L. and Joyce E. Albert, pro se.
Dean H. Wakayama, for the respondent.

COUVILLION

MEMORANDUM FINDINGS OF FACT AND OPINION

COUVILLION, Special Trial Judge: This case was assigned pursuant to the provisions of section 7456(d) of the Code 1 and Rule 180.

*338 Respondent determined deficiencies in petitioners' Federal income tax for the years 1981 and 1982 in the amounts of $1,242 and $1,280, respectively; and an addition to the tax for the year 1982 in the amount of $46.30, under section 6651(a)(1).

The issues for decision are whether petitioners are entitled to deduct transportation expenses incurred by Steven L. Albert (petitioner) in commuting from his residence to his job site during 1981 and 1982, under section 162(a); and whether petitioners are liable for a section 6651(a)(1) addition to tax for failing to file their 1982 tax return by the date required by law.

FINDINGS OF FACT

Some of the facts have been stipulated and are so found which, with the attached exhibits, are incorporated herein by reference. At the time the petition was filed, petitioners were residents of Orting, Washington.

Petitioner was employed as an ironworker by Morrison-Knudsen Company Inc. (Morrison) during 1981 and 1982 on the Washington Power Supply System (WPSS) nuclear power plant construction project at Satsop, Washington. He was a member of a union and obtained his employment with Morrison through his union.

Petitioner traveled some 160 miles*339 back and forth on a daily basis between his residence in Orting, Washington, to the Satsop job site and claimed a deduction for such travel. Respondent, in the notice of deficiency, disallowed $3,413 of the total of $5,475 claimed as such expenses by petitioners on their 1981 return. During trial, however, respondent orally moved to amend the answer to conform to the evidence, thus disallowing the entire $5,475 claimed by petitioners for 1981. Respondent's motion was granted. The notice of deficiency also disallowed petitioners' deduction of $3,413 travel expenses for 1982. Respondent's position is that the expenses for the two years were personal commuting expenses and the job was not temporary so as to qualify for the exception, under section 162(a), to the general prohibition against deducting personal expenses set out in section 262. We agree.

OPINION

Respondent's determinations in the notice of deficiency are presumed correct, and petitioners have the burden of proving otherwise. Welch v. Helvering,290 U.S. 111 (1933); Rule 142(a). Respondent, however, has the burden of proof with respect to the additional deficiency asserted in the amendment to his*340 answer. Reiff v. Commissioner,77 T.C. 1169, 1173 (1981); Estate of Emerson v. Commissioner,67 T.C. 612, 620 (1977).

As a general rule, section 262 disallows expenses for personal, living, or family expenses. Transportation expenses ordinarily incurred between one's residence and one's principal place of business, typically referred to as "commuting expenses," are nondeductible personal expenses under section 262. Fausner v. Commissioner,413 U.S. 838 (1973); Commissioner v. Flowers,326 U.S. 465 (1946). However, an exception to this general rule is provided when a taxpayer's employment is "temporary," rather than "indefinite" or permanent in nature. Peurifoy v. Commissioner,358 U.S. 59, 60 (1958).

This Court has held that employment is temporary if its termination within a short period of time can be foreseen. Mitchell v. Commissioner,supra; Albert v. Commissioner,13 T.C. 129, 131 (1949). Employment is indefinite if either its termination within a fixed or reasonably short period of time cannot be foreseen, Stricker v. Commissioner,54 T.C. 355, 361 (1970),*341 affd.

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Related

Welch v. Helvering
290 U.S. 111 (Supreme Court, 1933)
Commissioner v. Flowers
326 U.S. 465 (Supreme Court, 1946)
Peurifoy v. Commissioner
358 U.S. 59 (Supreme Court, 1958)
Fausner v. Commissioner
413 U.S. 838 (Supreme Court, 1973)
Louis R. And Yvonne M. Frederick v. United States
603 F.2d 1292 (Eighth Circuit, 1979)
Donald P. Kasun and Joyce J. Kasun v. United States
671 F.2d 1059 (Seventh Circuit, 1982)
Garlock v. Commissioner
34 T.C. 611 (U.S. Tax Court, 1960)
Norwood v. Commissioner
66 T.C. 467 (U.S. Tax Court, 1976)
Estate of Emerson v. Commissioner
67 T.C. 612 (U.S. Tax Court, 1977)
McCallister v. Commissioner
70 T.C. 505 (U.S. Tax Court, 1978)
Reiff v. Commissioner
77 T.C. 1169 (U.S. Tax Court, 1981)

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Bluebook (online)
1986 T.C. Memo. 276, 51 T.C.M. 1371, 1986 Tax Ct. Memo LEXIS 337, Counsel Stack Legal Research, https://law.counselstack.com/opinion/albert-v-commissioner-tax-1986.