Hay v. Commissioner

1982 T.C. Memo. 343, 44 T.C.M. 172, 1982 Tax Ct. Memo LEXIS 400
CourtUnited States Tax Court
DecidedJune 21, 1982
DocketDocket No. 6834-80.
StatusUnpublished

This text of 1982 T.C. Memo. 343 (Hay 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
Hay v. Commissioner, 1982 T.C. Memo. 343, 44 T.C.M. 172, 1982 Tax Ct. Memo LEXIS 400 (tax 1982).

Opinion

RALPH E. HAY AND EVELYN F. HAY, Petitioners v. COMMISSIONER OF INTERNAL REVENUE, Respondent
Hay v. Commissioner
Docket No. 6834-80.
United States Tax Court
T.C. Memo 1982-343; 1982 Tax Ct. Memo LEXIS 400; 44 T.C.M. (CCH) 172; T.C.M. (RIA) 82343;
June 21, 1982.

*400 Held: For income averaging purposes in computational year 1977, negative taxable income for the 4 base years must be adjusted to zero pursuant to section 1.1302-2(b)(1), Income Tax Regs., prior to addition of the zero bracket amount as required by section 1302(b)(3) of the Internal Revenue Code.

Jack Miller, for the petitioners.
Alan J. Pinner, for the respondent.

IRWIN

MEMORANDUM OPINION

*401 IRWIN, Judge: Respondent determined a deficiency of $1,725 in petitioners' Federal income tax for 1977. The sole issue for our decision is whether for purposes of income averaging petitioners are required to adjust their negative taxable income figures for their 4 base period years to zero in accordance with section 1.1302-2(b)(1), Income Tax Regs., prior to addition of the zero bracket amount.

All of the facts have been stipulated and are found accordingly. The stipulation of facts and the attached exhibits are incorporated herein by this reference.

Petitioners were residents of Malibu, California, at the time of the filing of the petition in the instant case. During 1977 petitioners were married to each other and filed a joint Federal income tax return for that taxable year. On their 1977 return, petitioners elected the benefits of income averaging on Schedule G of Form 1040. They computed taxable income for their 4 base period years as follows:

1976 1197519741973
Adjusted Gross$ 3,186 $ 2,008 $ 3,074 $ 1,189 
Income
Less: Standard(2,100)(1,900)(1,300)(1,300)
Deduction
Less: Personal(3,000)(3,000)(3,000)(3,000)
Exemption
Taxable Income$ (1,914)$ (2,892)$ (1,226)$ (3,111)
*402

Petitioners then added the zero bracket amount 2 ($3,200) to each of the negative taxable income figures for the base period years to arrive at base period income, as follows:

1976197519741973
Taxable Income$ (1,914)$ (2,892)$ (1,226)$ (3,111)
Plus: Zero3,200 3,200 3,200 3,200 
Bracket Amount
Base Period$ 1,286 $ 308 $ 1,974 $ 89 
Income

In the notice of deficiency dated March 3, 1980, respondent determined that the correct base period income figure for each of the years 1973 through 1976 was $3,200 and not the lessor amounts asserted by petitioners.

The income averaging provisions of the Code, sections 1301 3 through 1305, were enacted in 1964 to mitigate the harsh effect that the progressive*403 tax rate structure has upon taxpayers who have wildly fluctuating incomes. 4

Section 1301 provides as follows:

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Related

Tebon v. Commissioner
55 T.C. 410 (U.S. Tax Court, 1970)
Monson v. Commissioner
77 T.C. 91 (U.S. Tax Court, 1981)
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654 F.2d 604 (Ninth Circuit, 1981)

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Bluebook (online)
1982 T.C. Memo. 343, 44 T.C.M. 172, 1982 Tax Ct. Memo LEXIS 400, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hay-v-commissioner-tax-1982.