2015-01-07 |
27 November 2014 External T.I. 2013-0503861E5 F - Application du paragraphe 248(16) |
Income Tax Act - Section 248 - Subsection 248(16) |
ETA s. 193 ITC claim does not reduce UCC under s. 85(1)(e)(i) |
2015-01-07 |
27 November 2014 External T.I. 2013-0503861E5 F - Application du paragraphe 248(16) |
Income Tax Act - Section 85 - Subsection 85(1) - Paragraph 85(1)(e) |
ETA s. 193 ITC generated on drop-down does not reduce UCC at that time |
2015-01-07 |
27 October 2014 External T.I. 2013-0507001E5 F - Obligation de remplir un T2200 pour un employé |
Income Tax Act - Section 8 - Subsection 8(1) - Paragraph 8(1)(h.1) |
employer expected to provide T2200 if applicable |
2015-01-07 |
27 October 2014 External T.I. 2012-0471391E5 F - Entreposage d'inventaire à domicile |
Income Tax Act - Section 18 - Subsection 18(12) |
separate samples storage room part of home office |
2015-01-07 |
27 October 2014 External T.I. 2012-0471391E5 F - Entreposage d'inventaire à domicile |
Income Tax Act - Section 8 - Subsection 8(13) |
inventory storage part of work place |
2015-01-07 |
23 September 2014 External T.I. 2013-0509021E5 F - Rajustement obligatoire |
Income Tax Act - Section 28 - Subsection 28(1) - Paragraph 28(1)(c) |
qualification of non-breeding animals as inventory |
2015-01-07 |
2 October 2014 External T.I. 2013-0491411E5 F - Allocation pour une automobile |
Income Tax Act - Section 3 |
compensation for car rides not received in the course of employment or a business |
2015-01-07 |
2 October 2014 External T.I. 2013-0491411E5 F - Allocation pour une automobile |
Income Tax Act - Section 6 - Subsection 6(1) - Paragraph 6(1)(b) |
compensation for providing car rides not received in course of employment |
2014-12-30 |
10 October 2014 APFF Roundtable, 2014-0538241C6 F - 75(2) and definition of "earned income" in 146(1) |
Income Tax Act - Section 146 - Subsection 146(1) - Earned Income |
character preservation of s. 75(2) attributed income |
2014-12-30 |
10 October 2014 APFF Roundtable, 2014-0538241C6 F - 75(2) and definition of "earned income" in 146(1) |
Income Tax Act - Section 40 - Subsection 40(3.6) |
basis adjustment for denied capital loss (otherwise subject to s. 75(2) attribution) at trust level |
2014-12-30 |
10 October 2014 APFF Roundtable, 2014-0538241C6 F - 75(2) and definition of "earned income" in 146(1) |
Income Tax Act - Section 75 - Subsection 75(2) |
character preservation of attributed income/basis adjustment for denied capital loss at trust level |
2014-12-23 |
10 October 2014 APFF Roundtable, 2014-0538261C6 F - Disposition of capital interest/personal trust |
Income Tax Act - 101-110 - Section 107 - Subsection 107(2) |
issuance of note by trust is not distribution of trust property |
2014-12-23 |
10 October 2014 APFF Roundtable, 2014-0538261C6 F - Disposition of capital interest/personal trust |
Income Tax Act - 101-110 - Section 108 - Subsection 108(1) - Cost Amount |
note issuance is not trust property distribution to a beneficiary |
2014-12-23 |
10 October 2014 APFF Roundtable, 2014-0538261C6 F - Disposition of capital interest/personal trust |
Income Tax Act - Section 20 - Subsection 20(1) - Paragraph 20(1)(c) |
non-deductible interest on note issued to beneficiary |
2014-12-23 |
10 October 2014 APFF Roundtable, 2014-0538221C6 F - Day Trading in RRSP |
Income Tax Act - Section 146 - Subsection 146(4) - Paragraph 146(4)(b) |
RRSP/RRIF day-trading of qualified investments is exempt |
2014-12-17 |
7 November 2014 External T.I. 2014-0549571E5 F - Attribution rule |
Income Tax Act - Section 74.4 - Subsection 74.4(4) |
disqualification by interests held through a 2nd corporation |
2014-12-10 |
10 October 2014 APFF Roundtable, 2014-0534821C6 F - Question 2 - APFF Round Table |
Income Tax Act - Section 212 - Subsection 212(1) - Paragraph 212(1)(l) |
non-resident survivor spouse must obtain SIN to make exempt transfer |
2014-12-10 |
10 October 2014 APFF Roundtable Q. 4, 2014-0534831C6 F - 2014 APFF Roundtable, Q. 4 - Late-filed 86.1 election & 220(3.5) penalty |
Income Tax Act - Section 86.1 - Subsection 86.1(2) |
general principles applied to relief of s. 86.1 late-election penalties |
2014-12-10 |
10 October 2014 APFF Roundtable Q. 4, 2014-0538231C6 F - 2014 APFF Roundtable, Q. 4 - Beneficially interested |
Income Tax Act - Section 248 - Subsection 248(25) |
legatee by particular title is included notwithstanding priority over heirs |
2014-12-10 |
10 October 2014 APFF Roundtable Q. 5, 2014-0534851C6 F - 2014 APFF Roundtable, Q. 5 - 251.1(3) Definition of "contributor" |
Income Tax Act - Section 251.1 - Subsection 251.1(3) - Contributor |
contributor includes decedent |
2014-12-10 |
10 October 2014 APFF Roundtable Q. 6, 2014-0538251C6 F - 2014 APFF Roundtable, Q. 6 - Application of subsection 75(2) after Sommerer |
General Concepts - Rectification & Rescission |
no comment on Pallen Trust |
2014-12-10 |
10 October 2014 APFF Roundtable Q. 7, 2014-0538281C6 F - 2014 APFF Roundtable, Q. 7 - Insured annuity |
Income Tax Act - Section 138 - Subsection 138(12) - Life Insurance Policy |
whether an annuity is assimilated to a life insurance policy |
2014-12-10 |
10 October 2014 APFF Roundtable Q. 9, 2014-0538631C6 F - 2014 APFF Roundtable, Q. 9 - Currency conversions average foreign exchange rate |
Income Tax Act - Section 261 - Subsection 261(1) - Relevant Spot Rate |
use of spot rates for capital property |
2014-12-10 |
10 October 2014 APFF Roundtable Q. 10, 2014-0538641C6 F - 2014 APFF Roundtable, Q. 10 - Application of 248(35), (36) and (37)(g). |
Income Tax Act - Section 248 - Subsection 248(35) |
s. 248(35) does not apply where gifted property previously was bequested on s. 70(6) rollover basis |
2014-12-10 |
10 October 2014 APFF Roundtable Q. 10, 2014-0538641C6 F - 2014 APFF Roundtable, Q. 10 - Application of 248(35), (36) and (37)(g). |
Income Tax Act - Section 248 - Subsection 248(36) |
bequest on FMV basis |
2014-12-10 |
10 October 2014 APFF Roundtable Q. 15, 2014-0538151C6 F - 2014 APFF Roundtable, Q. 15 - Section 143.4 & Reverse Earn-out |
Income Tax Act - Section 143.4 - Subsection 143.4(2) |
reverse earnout obligation of Buyco re Target shares |
2014-12-10 |
10 October 2014 APFF Roundtable Q. 15, 2014-0538151C6 F - 2014 APFF Roundtable, Q. 15 - Section 143.4 & Reverse Earn-out |
Income Tax Act - Section 80 - Subsection 80(1) - Excluded Obligation |
reverse earnout obligation of Buyco re Target was excluded obligation |
2014-12-10 |
10 October 2014 APFF Roundtable Q. 19, 2014-0538041C6 F - 2014 APFF Roundtable, Q. 19 - Stock dividend |
Income Tax Act - Section 15 - Subsection 15(1.1) |
not engaged if stock dividend is proportional |
2014-12-10 |
10 October 2014 APFF Roundtable Q. 19, 2014-0538041C6 F - 2014 APFF Roundtable, Q. 19 - Stock dividend |
Income Tax Act - Section 55 - Subsection 55(2.1) - Paragraph 55(2.1)(c) |
SI apportionment to stock dividend prefs |
2014-12-10 |
10 October 2014 APFF Roundtable Q. 19, 2014-0538041C6 F - 2014 APFF Roundtable, Q. 19 - Stock dividend |
Income Tax Act - Section 74.4 - Subsection 74.4(2) |
non-application to stock dividend, cf. s. 86 reorg |
2014-12-10 |
10 October 2014 APFF Roundtable Q. 19, 2014-0538041C6 F - 2014 APFF Roundtable, Q. 19 - Stock dividend |
Income Tax Regulations - Regulation 6205 - Subsection 6205(2) |
purpose test in Reg. 6205(2)(a) is not necessarily accomplished by all estate freezes/"arrangement" broad |
2014-12-10 |
10 October 2014 APFF Roundtable Q. 21, 2014-0538091C6 F - 2014 APFF Roundtable, Q. 21 - Impact of the Descarries Case |
Income Tax Act - Section 245 - Subsection 245(4) |
Descarries failed to recognize scheme against indirect surplus stripping |
2014-12-10 |
10 October 2014 APFF Roundtable Q. 21, 2014-0538091C6 F - 2014 APFF Roundtable, Q. 21 - Impact of the Descarries Case |
Income Tax Act - Section 248 - Subsection 248(28) |
will not impose double taxation under s. 84(2) and (3) |
2014-12-10 |
10 October 2014 APFF Roundtable Q. 21, 2014-0538091C6 F - 2014 APFF Roundtable, Q. 21 - Impact of the Descarries Case |
Income Tax Act - Section 84 - Subsection 84(2) |
Descarries failed to recognize breadth of s. 84(2) |
2014-12-10 |
10 October 2014 APFF Roundtable Q. 23, 2014-0538171C6 F - 2014 APFF Roundtable, Q. 23 - Winding-up of a partnership |
Income Tax Act - Section 98 - Subsection 98(3) |
no rollover where 2nd tier partnership acquires all partnership interests in 1st tier partnership |
2014-12-10 |
10 October 2014 APFF Roundtable Q. 24, 2014-0538181C6 F - 2014 APFF Roundtable, Q. 24 - Surplus accounts calculation |
Income Tax Regulations - Regulation 5907 - Subsection 5907(6) |
criteria for determining whether use by FA of Cdn$ presents fair picture of surpluses |
2014-12-10 |
10 October 2014 APFF Roundtable Q. 26, 2014-0538201C6 F - 2014 APFF Roundtable, Q. 26 - Cost of property |
General Concepts - Fair Market Value - Shares |
definition of FMV, which may differ from the s. 247 arm's length price |
2014-12-10 |
10 October 2014 APFF Roundtable Q. 26, 2014-0538201C6 F - 2014 APFF Roundtable, Q. 26 - Cost of property |
Income Tax Act - Section 247 - New - Subsection 247(2) |
arm's length transfer price prevails over FMV |
2014-12-10 |
10 October 2014 APFF Roundtable Q. 26, 2014-0538201C6 F - 2014 APFF Roundtable, Q. 26 - Cost of property |
Income Tax Act - Section 247 - New - Subsection 247(3) - Paragraph 247(3)(a) - Subparagraph 247(3)(a)(iii) |
general requirement for penalty elimination re transfer pricing capital setoff adjustment |
2014-12-10 |
10 October 2014 APFF Roundtable Q. 27, 2014-0538211C6 F - 2014 APFF Roundtable, Q. 27 - Various issues re: administration of the Act |
Income Tax Act - Section 150 - Subsection 150(1) - Paragraph 150(1)(a) |
reporting of income-generating websites on Sched. 88 (info only, but not bank, sites excluded) |