Tax Day is here, so it's a good day to look at some national leaders who have made good use of the U.S. Tax Court. According to records at the
U.S. Tax Court:
• U.S. Sen. Joe Lieberman, when he was attorney general for the state of Connecticut in the mid-1980s, was found to have shorted the IRS on his tax bill for two consecutive years. When the IRS notified Lieberman, he took them to U.S. Tax Court. For 1983, he and his wife Hadassah were ordered to pay an extra $771, according to records. For 1984, the Liebermans – who had earlier paid a tax bill of more than $20,000 – were still found by the Internal Revenue Service to have shorted the government. After being notified of the 1984 deficiency, according to records, the Liebermans again took the IRS to U.S. Tax Court. There, a judge ultimately ruled they overpaid their taxes by $64.20.
• In 1997, U.S. Sen. Boxer and her husband, Stewart Boxer, were found by the IRS to have underpaid their taxes for 1983 and 1984. While records which would have detailed the exact circumstances of the Boxers’ tax scenario have been destroyed (per U.S. Tax Court procedure), they decided to fight. After their case was reviewed by a tax court judge, the IRS’ claims were thrown out and the Boxers didn’t have to pay any extra tax.
• In 1990, The Rev. Jesse Jackson and his wife, Vada, were found by the IRS to have underpaid their federal taxes for 1986. The Jacksons then fought that finding, and sought to prevent the IRS from charging them any more tax for that year, according to records. A Tax Court judge who heard the case found the Jacksons underpaid their taxes for 1986 by $856.