Case: National Treasury Employees Union v. Internal Revenue Service

National Treasury Employees Union v. Internal Revenue Service U.S. Department of Treasury

COMPLAINT against INTERNAL REVENUE SERVICE ( Filing fee $ 405 receipt number ADCDC-12487623) filed by NATIONAL TREASURY EMPLOYEES UNION. (Attachments: # 1 Exhibit 1, # 2 Civil Cover Sheet, # 3 Summons, # 4 Summons, # 5 Summons)(Horne, Jessica) (Entered: 06/15/2026)

1 Exhibit 1

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2 Civil Cover Sheet

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3 Summons

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4 Summons

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5 Summons

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NOTICE of Appearance by Paras N. Shah on behalf of NATIONAL TREASURY EMPLOYEES UNION (Shah, Paras) (Entered: 06/15/2026)

ERRATA Civil Cover Sheet by NATIONAL TREASURY EMPLOYEES UNION re Notice of Error- New Case,. (Horne, Jessica) (Entered: 06/15/2026)

Notice of Error- New Case

NOTICE OF NEW CASE ERROR The following error(s) need correction: Invalid signature - Civil Cover Sheet. Please file the signed document using the event Errata. All filings must have an original signature or /s/ Attorney Name to represent an electronic signature of the filer. COMPLIANCE DEADLINE is by close of business today. This case will not proceed any further until all errors are satisfied. (zmtm)

SUMMONS (3) Issued Electronically as to INTERNAL REVENUE SERVICE, U.S. Attorney and U.S. Attorney General (Attachments: # 1 Notice and Consent)(zmtm) (Entered: 06/16/2026)

MOTION for Leave to Appear Pro Hac Vice :Attorney Name- Lindsay Dunn, Filing fee $ 100, receipt number ADCDC-12490648. Fee Status: Fee Paid. by NATIONAL TREASURY EMPLOYEES UNION. (Attachments: # 1 Declaration, # 2 Text of Proposed Order)(Horne, Jessica) (Entered: 06/16/2026)

Case Assigned/Reassigned

Case Assigned to Judge Amy Berman Jackson. (zmtm)

Case randomly reassigned to Judge Reggie B. Walton. Judge Amy Berman Jackson is no longer assigned to the case. (ztnr)

RETURN OF SERVICE/AFFIDAVIT of Summons and Complaint Executed as to the United States Attorney. Date of Service Upon United States Attorney on 6/16/2026. Answer due for ALL FEDERAL DEFENDANTS by 8/15/2026. (Giles, Allison) (Entered: 06/17/2026)

NOTICE of Appearance by Allison Conrey Giles on behalf of NATIONAL TREASURY EMPLOYEES UNION (Giles, Allison) (Entered: 06/17/2026)

Order on Motion for Leave to Appear Pro Hac Vice

MINUTE ORDER. The Court having considered the 5 Plaintiff's Motion for Pro Hac Vice Admission of Lindsay Dunn, and it appearing to the Court that the attorney referenced therein meets the requirements for pro hac vice admission under this Court's rules, it is hereby ORDERED that the motion is GRANTED. It is further ORDERED that Lindsay Colbert Dunn, National Treasury Employees Union, 800 K Street N.W., Suite 1000, Washington, DC 20001, is ADMITTED to practice before the Court pro hac vice in this case Counsel should register for e-filing via PACER and file a notice of appearance pursuant to LCvR 83.6(a) Click for instructions. Signed by Judge Reggie B. Walton on June 17, 2026. (lcrbw2)

NOTICE of Appearance by Lindsay Dunn on behalf of NATIONAL TREASURY EMPLOYEES UNION (Dunn, Lindsay) (Entered: 06/18/2026)

LCvR 26.1 CERTIFICATE OF DISCLOSURE of Corporate Affiliations and Financial Interests by NATIONAL TREASURY EMPLOYEES UNION (Dunn, Lindsay) (Entered: 06/22/2026)

RETURN OF SERVICE/AFFIDAVIT of Summons and Complaint Executed on United States Attorney General. Date of Service Upon United States Attorney General 6/22/2026. (Giles, Allison) (Entered: 06/23/2026)

RETURN OF SERVICE/AFFIDAVIT of Summons and Complaint Executed. INTERNAL REVENUE SERVICE served on 6/22/2026 (Giles, Allison) (Entered: 06/23/2026)

MOTION for Preliminary Injunction by NATIONAL TREASURY EMPLOYEES UNION. (Attachments: # 1 Index of Exhibits, # 2 Affidavit, # 3 Affidavit, # 4 Affidavit, # 5 Affidavit, # 6 Affidavit, # 7 Affidavit, # 8 Text of Proposed Order)(Giles, Allison) (Entered: 06/24/2026)

NOTICE Rule 65.1 certificate by NATIONAL TREASURY EMPLOYEES UNION re 12 Motion for Preliminary Injunction, (Giles, Allison) (Entered: 06/24/2026)

NOTICE of Appearance by Dimitar Georgiev-Remmel on behalf of INTERNAL REVENUE SERVICE (Georgiev-Remmel, Dimitar) (Entered: 06/26/2026)

MINUTE ORDER. To ensure the expeditious resolution of the 12 Plaintiff's Motion for a Preliminary Injunction, it is hereby ORDERED that, on or before June 29, 2026, at 5:00 p.m., counsel for the defendant shall enter a notice of appearance in this case. It is further ORDERED that, on June 30, 2026, at 9:30 a.m., the parties shall appear before the Court for a scheduling conference, via teleconference, by calling 646-828-7666, entering Meeting ID 161 591 8885 followed by the pound key (#), and then entering the Passcode 984979 followed by the pound key (#). The parties shall be prepared to discuss a briefing schedule and the scheduling of a motion hearing on the plaintiff's motion for a preliminary injunction. It is further ORDERED that the plaintiff shall forthwith notify the defendant of the contents of this Minute Order. Signed by Judge Reggie B. Walton on June 26, 2026. (lcrbw3)

.Order AND ~Util - Set/Reset Hearings

GENERAL ORDER FOR CIVIL CASES BEFORE THE HONORABLE REGGIE B. WALTON. Signed by Judge Reggie B. Walton on June 29, 2026. (lcrbw3) (Entered: 06/29/2026)

NOTICE of Appearance by Samuel Gregg Settle on behalf of All Defendants (Settle, Samuel) (Entered: 06/29/2026)

ORDER. In accordance with the attached Order, it is hereby ORDERED that, on or before June 30, 2026, at 2:00 p.m., the parties shall submit a joint proposed briefing schedule for the resolution of the plaintiff's pending motion for a preliminary injunction. If the parties are unable to agree upon a joint proposed schedule, each party shall submit its own proposed schedule. It is further ORDERED that, on July 1, 2026, at 10:00 a.m., the parties shall appear before the Court for a scheduling conference, via teleconference, by calling 646-828-7666, entering Meeting ID 161 591 8885 followed by the pound key (#), and then entering the Passcode 984979 followed by the pound key (#). Signed by Judge Reggie B. Walton on June 30, 2026. (lcrbw3) (Entered: 06/30/2026)

STIPULATION re 12 MOTION for Preliminary Injunction (Joint Stipulation to Hold Further Proceedings on the Plaintiffs Motion for a Preliminary Injunction in Abeyance) by INTERNAL REVENUE SERVICE. (Attachments: # 1 Text of Proposed Order)(Settle, Samuel) (Entered: 06/30/2026)

1 Text of Proposed Order

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Scheduling Conference AND ~Util - Set/Reset Hearings

Minute Entry for telephonic proceedings held before Judge Reggie B. Walton: Scheduling Conference held on 6/30/2026. Scheduling Conference is continued to 7/1/2026 at 10:00 AM via teleconference before Judge Reggie B. Walton. (Court Reporter: Sonja Reeves) (zalh)

ORDER. In accordance with the attached Order, it is hereby ORDERED that, with the consent of the parties and consistent with the parties' 18 Stipulation, the 12 Plaintiff's Motion for a Preliminary Injunction is HELD IN ABEYANCE. It is further ORDERED that, on or before July 7, 2026, the parties shall submit a joint proposed briefing schedule for summary judgment. If the parties are unable to agree upon a joint proposed schedule, each party shall submit its own proposed schedule. It is further ORDERED that, on July 8, 2026, at 11:00 a.m., the parties shall appear before the Court for a scheduling conference, via teleconference, by calling 646-828-7666, entering Meeting ID 161 591 8885 followed by the pound key (#), and then entering the Passcode 984979 followed by the pound key (#). Signed by Judge Reggie B. Walton on July 1, 2026. (lcrbw3) (Entered: 07/01/2026)

Minute Entry for telephonic proceedings held before Judge Reggie B. Walton: Scheduling Conference held on 7/1/2026. Further Scheduling Conference set for 7/8/2026 at 11:00 AM via teleconference before Judge Reggie B. Walton. (Court Reporter: Lisa Edwards) (zalh)

Scheduling Conference AND ~Util - Set/Reset Hearings

PROPOSED BRIEFING SCHEDULE Proposed Briefing Schedule by Defendant (Parties Unable to Agree on a Joint Schedule) by INTERNAL REVENUE SERVICE re 19 Order on Motion for Preliminary Injunction,,,, Set/Reset Deadlines/Hearings,,, (Settle, Samuel) Modified event on 7/8/2026 (znmw). (Entered: 07/07/2026)

PROPOSED BRIEFING SCHEDULE of Proposed Briefing Schedule by Plaintiff (Parties Unable to Agree on Joint Schedule) by NATIONAL TREASURY EMPLOYEES UNION re 19 Order on Motion for Preliminary Injunction,,,, Set/Reset Deadlines/Hearings,,, (Horne, Jessica) Modified event on 7/8/2026 (znmw). (Entered: 07/07/2026)

Minute Entry for telephonic proceedings held before Judge Reggie B. Walton: Status Conference held on 7/8/2026. The Court adopts the parties' orally joint proposed briefing schedule. Motion Hearing set for 10/16/2026 at 10:00 AM in Courtroom 16- In Person before Judge Reggie B. Walton. (Court Reporter: Elizabeth Davila) (zalh)

Status Conference AND ~Util - Set/Reset Hearings

ORDER. In accordance with the attached Order, it is hereby ORDERED that, on or before July 16, 2026, the plaintiff shall file its First Amended Complaint. It is further ORDERED that, on or before August 18, 2026, the plaintiff shall file its motion for summary judgement. It is further ORDERED that, on or before September 8, 2026, the defendant shall file its opposition to the plaintiff's motion and cross-motion for summary judgment. It is further ORDERED that, on or before September 22, 2026, the plaintiff shall file its opposition to the defendant's cross-motion for summary judgment and reply in support of its motion for summary judgment. It is further ORDERED that, on or before October 2, 2026, the defendant shall file its reply in support of its cross-motion for summary judgment. It is further ORDERED that, on October 16, 2026, at 10:00 a.m., the parties shall appear before the Court in Courtroom 16 on the 6th floor at the E. Barrett Prettyman United States Courthouse, 333 Constitution Avenue, N.W., Washington, D.C. 20001 for a hearing on the parties' motions. Signed by Judge Reggie B. Walton on July 9, 2026. (lcrbw3) (Entered: 07/09/2026)

AMENDED COMPLAINT against INTERNAL REVENUE SERVICE filed by NATIONAL TREASURY EMPLOYEES UNION. (Attachments: # 1 Exhibit 1, # 2 Redline Comparison of Original and Amended Complaint)(Horne, Jessica) (Entered: 07/16/2026)

1 Exhibit 1

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2 Redline Comparison of Original and Amended Complaint

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TRANSCRIPT OF SCHEDULING CONFERENCE before Judge Reggie B. Walton held on June 30, 2026; Page Numbers: 1-8. Court Reporter Sonja L. Reeves, RDR, CRR, Telephone number (202) 354-3246, Transcripts may be ordered by submitting the Transcript Order FormFor the first 90 days after this filing date, the transcript may be viewed at the courthouse at a public terminal or purchased from the court reporter referenced above. After 90 days, the transcript may be accessed via PACER. Other transcript formats, (multi-page, condensed, CD or ASCII) may be purchased from the court reporter.NOTICE RE REDACTION OF TRANSCRIPTS: The parties have twenty-one days to file with the court and the court reporter any request to redact personal identifiers from this transcript. If no such requests are filed, the transcript will be made available to the public via PACER without redaction after 90 days. The policy, which includes the five personal identifiers specifically covered, is located on our website at www.dcd.uscourts.gov. Redaction Request due 8/7/2026. Redacted Transcript Deadline set for 8/17/2026. Release of Transcript Restriction set for 10/15/2026.(Reeves, Sonja) (Entered: 07/17/2026)

TRANSCRIPT OF TELEPHONIC SCHEDULING CONFERENCE before Judge Reggie B. Walton held on July 1, 2026; Page Numbers: 1-7. Date of Issuance: July 18, 2026. Court Reporter/Transcriber Lisa Edwards, Telephone number (202) 354-3269, Transcripts may be ordered by submitting the Transcript Order FormFor the first 90 days after this filing date, the transcript may be viewed at the courthouse at a public terminal or purchased from the court reporter referenced above. After 90 days, the transcript may be accessed via PACER. Other transcript formats, (multi-page, condensed, CD or ASCII) may be purchased from the court reporter.NOTICE RE REDACTION OF TRANSCRIPTS: The parties have twenty-one days to file with the court and the court reporter any request to redact personal identifiers from this transcript. If no such requests are filed, the transcript will be made available to the public via PACER without redaction after 90 days. The policy, which includes the five personal identifiers specifically covered, is located on our website at www.dcd.uscourts.gov. Redaction Request due 8/8/2026. Redacted Transcript Deadline set for 8/18/2026. Release of Transcript Restriction set for 10/16/2026.(Edwards, Lisa) (Entered: 07/18/2026)

NOTICE of Material Change in Policy and Permanent Withdrawal of of the May 29 Directive (Materials Ban) that is the Subject of the Amended Complaint by INTERNAL REVENUE SERVICE re 18 Stipulation, (Attachments: # 1 August 4 Memorandum)(Settle, Samuel) (Entered: 08/04/2026)

1 August 4 Memorandum

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RESPONSE re 26 Notice (Other), of Material Change in Policy filed by NATIONAL TREASURY EMPLOYEES UNION. (Giles, Allison) (Entered: 08/10/2026)

Joint MOTION to Modify Briefing Schedule by NATIONAL TREASURY EMPLOYEES UNION. (Attachments: # 1 Text of Proposed Order)(Dunn, Lindsay) (Entered: 08/14/2026)

Status Report

Order on Motion to Modify AND Set/Reset Deadlines

Set/Reset Deadlines

Amended Complaint

1 Exhibit Exhibit one

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2 Redlined comparison of 1st and 2d amended complaint

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