Leyshon v. Comm'r

2012 T.C. Memo. 248, 104 T.C.M. 243, 2012 Tax Ct. Memo LEXIS 245
CourtUnited States Tax Court
DecidedAugust 28, 2012
DocketDocket No. 14071-11
StatusUnpublished
Cited by2 cases

This text of 2012 T.C. Memo. 248 (Leyshon v. Comm'r) 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
Leyshon v. Comm'r, 2012 T.C. Memo. 248, 104 T.C.M. 243, 2012 Tax Ct. Memo LEXIS 245 (tax 2012).

Opinion

LISA WEBB LEYSHON, Petitioner v. COMMISSIONER OF INTERNAL REVENUE, Respondent
Leyshon v. Comm'r
Docket No. 14071-11
United States Tax Court
T.C. Memo 2012-248; 2012 Tax Ct. Memo LEXIS 245; 104 T.C.M. (CCH) 243;
August 28, 2012, Filed
*245

An appropriate order and decision will be entered.

Lisa Webb Leyshon, Pro se.
Kimberly B. Tyson and Elizabeth M. Bux, for respondent.
GOEKE, Judge.

GOEKE
MEMORANDUM FINDINGS OF FACT AND OPINION

GOEKE, Judge: This case is before the Court on a petition for redetermination of a deficiency and additions to tax that respondent determined for petitioner's 2008 tax year. After concessions, the issues for decision are as follows: *249 (1) whether petitioner failed to report wages of $20,721.22,

(2) whether petitioner failed to report a retirement distribution of $6,600, and

(3) whether petitioner is liable for an addition to tax pursuant to section 6651(a)(1)1 for failure to timely file a tax return.

We hold that petitioner failed to report both the wages and the retirement distribution at issue. We further hold that petitioner is liable for the section 6651(a)(1) addition to tax.

Respondent has also moved that the Court impose a penalty pursuant to section 6673 for petitioner's purported frivolous or groundless *246 litigation position. We will deny respondent's motion.

FINDINGS OF FACT

At the time the petition was filed, petitioner was a resident of North Carolina. 2*247

*250 During petitioner's taxable year 2008 she received aggregate wages of $20,721 from Country Gourmet, Ltd. Petitioner also received a retirement plan distribution *248 of $6,600 from Merrill Lynch as custodian.

Petitioner did not file a tax return for her 2008 taxable year. Respondent prepared a substitute for return (SFR) on petitioner's behalf for 2008 using *251 information reported by the aforementioned third-party payers. Seesec. 6020(b). On the basis of that SFR respondent issued to petitioner a notice of deficiency. Attached to the notice of deficiency was Form 4549, Income Tax Examination Changes, on which respondent indicated that petitioner had received income and had had Federal income tax withheld as follows:

Type of incomeAmountIncome tax withheld
Wages$20,721$252
Retirement distribution6,600-0-
Total27,321252

Respondent also determined additions to tax pursuant to section 6651(a)(1) and (2) of $621.68 and $290.12, respectively. Respondent later conceded the section 6651(a)(2) addition to tax.

OPINIONI. Burden of Proof

As a general rule, the Commissioner's determination of a taxpayer's liability in the notice of deficiency is presumed correct, and the taxpayer bears the burden of proving that the determination is improper. SeeRule 142(a); Welch v. Helvering, 290 U.S. 111, 115, 54 S. Ct. 8, 78 L. Ed. 212, 1933-2 C.B. 112 (1933).

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Related

Leyshon v. Comm'r
2015 T.C. Memo. 104 (U.S. Tax Court, 2015)
Kernan v. Comm'r
2014 T.C. Memo. 228 (U.S. Tax Court, 2014)

Cite This Page — Counsel Stack

Bluebook (online)
2012 T.C. Memo. 248, 104 T.C.M. 243, 2012 Tax Ct. Memo LEXIS 245, Counsel Stack Legal Research, https://law.counselstack.com/opinion/leyshon-v-commr-tax-2012.