$74,177 Federal Income Tax Assessment Reversed to $0

Birmingham, AL – Taxpayer received IRS Notice CP2000 proposing additional federal income tax for an unreported taxable retirement distribution. DeWitt Law represented Taxpayer and challenged the proposed assessment, arguing that the Taxpayer qualified for an automatic waiver of the 60-day rollover requirement established under I.R.C. § 408(d)(3). The IRS reversed the proposed assessment.

IRS Audit Involving Re-Constructed Expenses – No Additional Tax Assessed

Represented self-employed contractor in field audit covering a 3-year period. Client had limited records so business mileage, supplies, and contract labor expenses had to be re-constructed. The IRS proposed a six-figure tax assessment in its original audit report. Case was appealed and the IRS reversed virtually all of the proposed assessment, allowing the re-constructed expenses.