Jesus M. Cruz v. Internal Revenue Service and Bureau of the Fiscal Service

District Court, M.D. Florida·Decided July 29, 2026·No. 5:25-cv-00410·Unknown

Opinion

UNITED STATES DISTRICT COURT MIDDLE DISTRICT OF FLORIDA OCALA DIVISION

JESUS M. CRUZ,

Plaintiff,

v. Case No. 5:25-cv-410-MMH-PRL

INTERNAL REVENUE SERVICE and BUREAU OF THE FISCAL SERVICE,

Defendants.

ORDER THIS CAUSE is before the Court on Defendants’ Motion to Dismiss (Doc. 17; Motion), filed November 28, 2025. In the Motion, Defendants, the Internal Revenue Service and the Bureau of the Fiscal Service (the United States), seek dismissal of Plaintiff, Jesus M. Cruz’s Complaint for a Civil Case (Doc. 5; Amended Complaint) under Rules 12(b)(1) and 12(b)(6) of the Federal Rules of Civil Procedure (Rule(s)). See generally Motion. Cruz, who proceeds pro se and in forma pauperis, see Order (Doc. 7), entered August 13, 2025, timely filed a response in opposition to the Motion. See Motion in Reply to Defendant(s) Motion to Dismiss Complaint (Doc. 22; Response), filed April 3, 2026.1 Accordingly, this matter is ripe for review. I. Legal Standard

Federal courts are courts of limited jurisdiction “‘empowered to hear only those cases within the judicial power of the United States as defined by Article III of the Constitution,’ and which have been entrusted to them by a jurisdictional grant authorized by Congress.” See Univ. of S. Ala. v. Am. Tobacco

Co., 168 F.3d 405, 409 (11th Cir. 1999) (quoting Taylor v. Appleton, 30 F.3d 1365, 1367 (11th Cir. 1994)). Attacks on subject matter jurisdiction under Rule 12(b)(1) come in two forms: facial attacks and factual attacks. See Lawrence v. Dunbar, 919 F.2d 1525, 1528–29 (11th Cir. 1990); see also Jones v. Waffle

House, Inc., Case No. 6:15-cv-1637-Orl-37DAB, 2016 WL 3231298, at *3 (M.D. Fla. June 13, 2016).2 “Facial attacks on the complaint require the court merely to look and see if the plaintiff has sufficiently alleged a basis of subject matter jurisdiction, and the allegations in his complaint are taken as true for the

purposes of the motion.” Lawrence, 919 F.2d at 1529 (cleaned up). “Factual

1 Cruz timely filed the Response pursuant to this Court’s Order of March 23, 2026. See Order (Doc. 21). 2 The Court notes that although decisions of other district courts are not binding, they may be cited as persuasive authority. See Stone v. First Union Corp., 371 F.3d 1305, 1310 (11th Cir. 2004) (noting that, “[a]lthough a district court would not be bound to follow any other district court’s determination, the decision would have significant persuasive effects”). attacks, on the other hand, challenge the existence of subject matter jurisdiction in fact, irrespective of the pleadings, and matters outside the pleadings, such as testimony and affidavits, are considered.” Id. (internal quotation marks

omitted). Here, the United States cites the standard for a factual attack but does not offer any evidence to dispute the pertinent facts alleged in the Amended Complaint. See Motion at 3 (quoting Lawrence, 919 F.2d at 1529).3 Because there are no disputed issues of material fact, the Court applies the

standard applicable to a facial attack. Importantly, “[p]ro se pleadings are held to a less stringent standard than pleadings drafted by attorneys and will, therefore, be liberally construed.” Tannenbaum v. United States, 148 F.3d 1262, 1263 (11th Cir.

1998). But “this leniency does not give a court license to serve as de facto counsel for a party or to rewrite an otherwise deficient pleading in order to sustain an action.” Alford v. Consol. Gov’t, 438 F. App’x 837, 839 (11th Cir. 2011) (quoting GJR Invs., Inc. v. Cnty. of Escambia, 132 F.3d 1359, 1369 (11th Cir.

3 The United States does attach an exhibit to the Motion, see Exhibit A (Doc. 17-1), but the Court concludes that the evidence, even if considered, would not be material to the Court’s resolution of the Motion. Likewise, on May 26, 2026, Cruz filed a Moti[o]n to Supplement the Record (Doc. 23; Motion to Supplement). For the reasons explained in Section IV, infra, the evidence Cruz presents in the Motion to Supplement is also immaterial. 1998) (internal citation omitted), overruled in part on other grounds as recognized in Randall v. Scott, 610 F.3d 701, 709 (11th Cir. 2010)).4 II. Background5

In the wake of the COVID-19 pandemic, the United States authorized three rounds of economic stimulus assistance.6 At issue here is the economic stimulus assistance authorized by ARPA in 2021. Specifically, Jesus Cruz challenges the United States’s classification of the relief he received under

4 The Court does not rely on unpublished opinions as binding precedent; however, they may be cited in this Order when the Court finds them persuasive on a particular point. See McNamara v. GEICO, 30 F.4th 1055, 1060–61 (11th Cir. 2022); see generally Fed. R. App. P. 32.1; 11th Cir. R. 36–2 (“Unpublished opinions are not considered binding precedent, but they may be cited as persuasive authority.”). 5 In reciting the factual background, the Court accepts all factual allegations in the Amended Complaint as true. See Lawrence, 919 F.2d at 1529. As such, the facts recited here are drawn from the Amended Complaint and may well differ from those that ultimately can be proved. 6 See 26 U.S.C. § 6428 (2026) (the Coronavirus Aid, Relief, and Economic Security (CARES) Act, which authorized the first economic stimulus assistance); 26 U.S.C. § 6428A (2026) (the Consolidated Appropriations Act of 2021 (CAA), which authorized the second economic stimulus assistance); and 26 U.S.C. § 6428B (2026) (the American Rescue Plan Act of 2021, which authorized the third economic stimulus assistance). ARPA as a Recovery Rebate Credit (RRC) rather than an Economic Impact Payment (EIP).7 Since at least sometime in 2021, Cruz has been incarcerated in the State

of Florida. See Statement of Claim ¶ 3.8 As an incarcerated individual, Cruz’s only bank account is the one “established with Florida[’]s Department of Corrections” and “accessed … via trust account.” Id. Cruz notified the United States of this fact as early as “mid 2021.” Id. Yet, in August 2022, the United

States notified Cruz that his third EIP, in the amount of $1,400, had been issued to him by direct deposit on March 17, 2021. Id. ¶ 1. And, in July 2023, the United States confirmed that the third EIP was deposited into an account with

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