Celia Mazzei, et al v. CIR
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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.
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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.