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  2. Commissioner v. Duberstein - Wikipedia

    en.wikipedia.org/wiki/Commissioner_v._Duberstein

    Commissioner v. Duberstein, 363 U.S. 278 (1960), was a United States Supreme Court case from 1960 dealing with the exclusion of "the value of property acquired by gift" from the gross income of an income taxpayer.

  3. Revenue ruling - Wikipedia

    en.wikipedia.org/wiki/Revenue_Ruling

    The IRS does have the option of redacting the text of a private ruling and issuing it as a revenue ruling, which may become binding on all taxpayers and the IRS. "Even if it is clear that the taxpayer did not rely on a revenue ruling, courts will often hold the Service to the position expressed in the revenue ruling." [4]

  4. IRS Volunteer Income Tax Assistance Program - Wikipedia

    en.wikipedia.org/wiki/IRS_Volunteer_Income_Tax...

    The VITA tax returns are prepared by IRS tax law certified volunteers. The volunteers are taught how to use tax software and specific tax law each year. They must pass a tax law exam to receive basic or advanced certification. The passing score is 80%. Certificates expire at the end of the tax year and must be renewed.

  5. New retirement withdrawal rule could backfire in costly way - AOL

    www.aol.com/finance/retirement-withdrawal-rule...

    If you file a federal tax return as an individual and your combined income — your adjusted gross income, plus nontaxable interest you have earned on investments, plus one-half of your Social ...

  6. 16 Tax-Planning Issues for 2021 - AOL

    www.aol.com/16-tax-planning-issues-2021...

    For premium support please call: 800-290-4726 more ways to reach us

  7. A Guide to Tax Breaks for Medical Expenses for Seniors - AOL

    www.aol.com/guide-tax-breaks-medical-expenses...

    After you turn 65, you can also withdraw money tax-free from the HSA to pay premiums for Medicare Part B, Part D and Medicare Advantage (but not Medigap) coverage.

  8. List of United States Supreme Court cases involving standing

    en.wikipedia.org/wiki/List_of_United_States...

    Held that state taxpayers do not have standing to challenge to state tax laws in federal court. 9–0 Massachusetts v. EPA: 2007: States have standing to sue the EPA to enforce their views of federal law, in this case, the view that carbon dioxide was an air pollutant under the Clean Air Act. Cited Georgia v. Tennessee Copper Co. as precedent ...

  9. Substantially equal periodic payments - Wikipedia

    en.wikipedia.org/wiki/Substantially_equal...

    Required minimum distribution method, based on the life expectancy of the account owner (or the joint life of the owner and his/her beneficiary) using the IRS tables for required minimum distributions. Fixed amortization method over the life expectancy of the owner. Fixed annuity method using an annuity factor from a reasonable mortality table. [2]

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