McCartin v. Commissioner

1987 T.C. Memo. 159, 53 T.C.M. 432, 1987 Tax Ct. Memo LEXIS 151
CourtUnited States Tax Court
DecidedMarch 24, 1987
DocketDocket No. 31969-84.
StatusUnpublished
Cited by1 cases

This text of 1987 T.C. Memo. 159 (McCartin 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
McCartin v. Commissioner, 1987 T.C. Memo. 159, 53 T.C.M. 432, 1987 Tax Ct. Memo LEXIS 151 (tax 1987).

Opinion

ROBERT W. McCARTIN AND KATHRYN McCARTIN, Petitioners v. COMMISSIONER OF INTERNAL REVENUE, Respondent
McCartin v. Commissioner
Docket No. 31969-84.
United States Tax Court
T.C. Memo 1987-159; 1987 Tax Ct. Memo LEXIS 151; 53 T.C.M. (CCH) 432; T.C.M. (RIA) 87159;
March 24, 1987.
Richard W. Husted, for the petitioners.
John J. Comeau, for the respondent.

PAJAK

MEMORANDUM FINDINGS OF FACT AND OPINION

PAJAK, Special Trial Judge: This case was heard pursuant to the provisions of section 7456(d) (redesignated as section 7443A(b) by section 1556 of the Tax Reform Act*152 of 1986, Pub. L. 99-514, 100 Stat. 2755) and Rule 180 et seq. 1 Respondent determined deficiencies in petitioners' Federal income taxes for 1981 and 1982 in the amounts of $1,837.00 and $1,582.68, respectively. The issues for decision are: (1) whether petitioner is entitled to deduct expenses incurred while traveling between his residence and place of work under section 162, and (2) whether petitioner is entitled to deduct certain expenses as educational expenses under section 162.

FINDINGS OF FACT

Some of the facts have been stipulated. The stipulation of facts and related exhibits are incorporated herein by reference. Petitioners resided in Dundee, Illinois, when their petition was filed.

From January 7, 1981, through January 23, 1983, petitioner Robert W. McCartin was employed by Philips Getschow Company (Philips) as an apprentice pipefitter to work on modifications needed at the Zion Nuclear Power Plant located in Zion, Illinois. During*153 this period, petitioner and Philips did not enter into a written or verbal employment agreement. Petitioner was not given assurance by the union coordinator, apprentice coordinator or representative of Philips as to how long his employment with Philips would last.

The union agreement, under which petitioner was employed at the Zion plant, entitled him to travel pay at the rate of $2.00 per day for every day he worked. During 1981, petitioner received $486.00 in travel pay and reported this amount as income on his 1981 Federal income tax return. During 1982, petitioner received $484.00 in travel pay and reported this amount on his 1982 Federal income tax return.

During 1981, petitioner resided with his parents in Dundee, Illinois. On October 9, 1982, petitioner married and thereafter resided with his wife at her home in Elgin, Illinois. Petitioner's parents' home was less than 55 miles from the Zion plant and petitioner's wife's home was less than 60 miles from the Zion plant. On his 1981 and 1982 Federal income tax return, petitioner deducted travel expenses of $4,832.50 and $3,330.00, respectively. These deductions were disallowed by respondent.

In 1979, two years after*154 graduating from high school, petitioner was accepted into the pipefitters apprenticeship program. This program consisted of four years of training on the job and at an educational facility. As a condition of employment, the union contract required petitioner to complete the apprenticeship program. Petitioner did not have to pay any tuition for the training classes. Petitioner completed his training program in June 1982.

Petitioner deducted educational expenses in the amount of $708.00 and $728.00 for the years 1981 and 1982, respectively. These deductions represent the costs incurred by petitioner for transportation between either his residence in Dundee, Illinois, or the Zion plant and the pipefitters welding school located in Chicago, Illinois These deductions also were disallowed by respondent.

OPINION

Petitioner argues that his daily round-trip transportation expenses are deductible under section 162 2 because his employment at the Zion plant was temporary. Since we agree with respondent that petitioner's employment was indefinite, we find it unnecessary to reach respondent's alternative arguments and will limit our discussion to the "temporary" versus "indefinite"*155 issue.

The cost of daily commuting to and from work is a nondeductible personal expense. Section 262; Commissioner v. Flowers,326 U.S. 465 (1946). An exception to the general rule against the deductibility of commuting expenses allows a taxpayer to deduct the cost of traveling to a job that is temporary, as opposed to indefinite, in nature. Peurifoy v. Commissioner,358 U.S. 59 (1958); Kasun v. United States,671 F.2d 1059 (7th Cir. 1982).*156

As the Seventh Circuit, to which an appeal from this case would lie, explained in Kasun v. United States,supra, it is not reasonable to expect a person to move to a distant location when a job is foreseeably of limited duration. This Court similarly considers a job to be temporary if it is expected to last for only a short period of time. McCallister v. Commissioner,70 T.C.

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Bluebook (online)
1987 T.C. Memo. 159, 53 T.C.M. 432, 1987 Tax Ct. Memo LEXIS 151, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mccartin-v-commissioner-tax-1987.