Celia Mazzei, et al v. CIR

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Case Number:

18-72451

Court:

Appellate - 9th Circuit

Nature of Suit:

  1. March 06, 2019

    IRS Urges 9th Circ. To Affirm Tax On Roth IRA Payments

    The Internal Revenue Service hit back Wednesday at a California family's appeal of a U.S. Tax Court decision holding them liable for taxes on retirement plan contributions, telling the Ninth Circuit that the family's excess contributions were disguised as investments.

  2. January 28, 2019

    Family Tells 9th Circ. To Reject Tax On IRA Payments

    The U.S. Tax Court wrongly decided that several family members — and not their Roth individual retirement account plans — owned stock in a foreign sales corporation and owed tax on its dividends, the family has told the Ninth Circuit.