Olson v. Commissioner

1987 T.C. Memo. 543, 54 T.C.M. 969, 1987 Tax Ct. Memo LEXIS 535
CourtUnited States Tax Court
DecidedOctober 26, 1987
DocketDocket No. 34855-86.
StatusUnpublished

This text of 1987 T.C. Memo. 543 (Olson 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
Olson v. Commissioner, 1987 T.C. Memo. 543, 54 T.C.M. 969, 1987 Tax Ct. Memo LEXIS 535 (tax 1987).

Opinion

TERRY A. OLSON, Petitioner v. COMMISSIONER OF INTERNAL REVENUE, Respondent
Olson v. Commissioner
Docket No. 34855-86.
United States Tax Court
T.C. Memo 1987-543; 1987 Tax Ct. Memo LEXIS 535; 54 T.C.M. (CCH) 969; T.C.M. (RIA) 87543;
October 26, 1987.
Terry A. Olson, pro se.
John C. Schmittdiel, for the respondent.

FEATHERSTON

MEMORANDUM FINDINGS OF FACT AND OPINION

FEATHERSTON, Judge: This case was assigned pursuant to the provisions of section 7456(d) (redesignated as section 7443A(b) of the Tax Reform Act of 1986, Pub. L. 99-514, section 1556, 100 Stat. 2755) of the Code 1 and Rule 180 et seq. The Court agrees with and adopts the opinion of the Special Trial Judge, which is set forth below.

OPINION OF THE SPECIAL TRIAL JUDGE

COUVILLION, Special Trial Judge: Respondent determined the following deficiencies and additions to petitioner's Federal income taxes: *538

Additions to Tax
SectionSectionSectionSectionSection
YearDeficiency6651(a)(1)6653(a)(1)6653(a)(2)66546661
1982$ 6,620.00$   828.00$ 331.00*$ 242.00$ 662.00
1983$ 6,917.00$ 1,719.00$ 346.00**$ 419.00$ 692.00
1984$ 7,271.00$ 1,817.00$ 384.00***$ 457.00$ 727.00

After concessions by the parties, the issues for decision are: (1) Whether wages and interest received by petitioner constituted taxable income for the years at issue; (2) whether petitioner was entitled to joint filing status for the years at issue; and (3) whether petitioner is liable for the additions to tax.

FINDINGS OF FACT

Some of the facts have been stipulated and are found accordingly. The stipulation of facts and attached exhibits are incorporated herein by this reference. Petitioner was a resident of Minneapolis, Minnesota, at the time the petition was filed.

During the years in question, petitioner was married to Judith D. Olson (Judith). *539 During these years, petitioner was employed as a bus driver by the Minneapolis Metropolitan Transit Commission (MTC), from which he earned wages of $ 24,180, $ 25,566, and $ 28,483, for 1982, 1983, and 1984, respectively. Petitioner also received $ 21 interest income from Midwest Federal Savings in 1982 and $ 22 interest income from the MTC Credit Union in 1983.

Petitioner failed to file income tax returns for 1982, 1983, and 1984. However, he conceded at trial that he filed income tax returns for 1979, 1980, and 1981. Petitioner's wife, Judith, filed timely 1982, 1983, and 1984 income tax returns on which she elected a filing status of "married individual filing separately."

Respondent determined that petitioner's wages and interest constituted taxable income and determined the deficiencies in tax and additions to tax based on petitioner's receipt of such income.

OPINION

Respondent's determination in the notice of deficiency is presumptively correct, and petitioner bears the burden of proving otherwise by a preponderance of the evidence. Welch v. Helvering,290 U.S. 111, 115 (1933); Rule 142(a).

With respect to the wages and interest received by*540 petitioner, it is well settled that section 61 encompasses all realized accessions to wealth, Commissioner v. Glenshaw Glass Co.,348 U.S. 426 (1955), including wages and interest. Section 61(a)(1) and (4). Income is defined under the Sixteenth Amendment as "gain derived from capital, from labor, or from both combined." Eisner v. Macomber,

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Related

Welch v. Helvering
290 U.S. 111 (Supreme Court, 1933)
Commissioner v. Glenshaw Glass Co.
348 U.S. 426 (Supreme Court, 1955)
United States v. John E. Buras
633 F.2d 1356 (Ninth Circuit, 1980)
Enoch v. Commissioner
57 T.C. 781 (U.S. Tax Court, 1972)
Bixby v. Commissioner
58 T.C. 757 (U.S. Tax Court, 1972)
Grosshandler v. Commissioner
75 T.C. 1 (U.S. Tax Court, 1980)
Thompson v. Commissioner
78 T.C. No. 38 (U.S. Tax Court, 1982)
Phillips v. Commissioner
86 T.C. No. 27 (U.S. Tax Court, 1986)
McGarvey v. Commissioner
1987 T.C. Memo. 521 (U.S. Tax Court, 1987)

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Bluebook (online)
1987 T.C. Memo. 543, 54 T.C.M. 969, 1987 Tax Ct. Memo LEXIS 535, Counsel Stack Legal Research, https://law.counselstack.com/opinion/olson-v-commissioner-tax-1987.