2013-11-13 |
11 October 2013 Roundtable, 2013-0495901C6 F - Limited partnership loss and non-capital loss |
Income Tax Act - Section 111 - Subsection 111(8) - Non-Capital Loss |
non-capital loss is not increased by amount otherwise deductible under s. 111(1)(e) |
2013-11-13 |
11 October 2013 Roundtable, 2013-0495741C6 F - Dividend received by an employee trust |
Income Tax Act - 101-110 - Section 104 - Subsection 104(19) |
s. 104(19) designation unavailable for employee trust or employee benefit trust |
2013-11-13 |
11 October 2013 Roundtable, 2013-0495891C6 F - Partnership's capital gains allocation - CGE |
Income Tax Act - Section 96 - Subsection 96(1) - Paragraph 96(1)(f) |
capital gains from CGD-eligible property are separately allocated to partner |
2013-11-13 |
25 September 2013 Internal T.I. 2013-0476311I7 F - 93(2), 93(2.01) - Share substituted |
Income Tax Act - Section 248 - Subsection 248(5) |
s. 248(5) requirement for a legal exchange is engaged by a reference to a substituted share |
2013-11-13 |
25 September 2013 Internal T.I. 2013-0476311I7 F - 93(2), 93(2.01) - Share substituted |
Income Tax Act - Section 93 - Subsection 93(2.01) |
concept of substituted share in s. 93(2.01) is subject to the exchanged-for limitation in s. 248(5)(a) |
2013-11-13 |
11 October 2013 Roundtable, 2013-0495271C6 F - Flow-through shares and death |
Income Tax Act - Section 66 - Subsection 66(12.6) |
renunciation must take effect before the death of the deceased and is unavailable to estate |
2013-11-13 |
11 October 2013 Roundtable, 2013-0495271C6 F - Flow-through shares and death |
Income Tax Act - Section 66 - Subsection 66(12.66) |
lookback unavailable where taxpayer was deceased on December 31 of look-back year |
2013-11-13 |
11 October 2013 Roundtable, 2013-0495911C6 F - Insurable employment |
Other Legislation/Constitution - Federal - Employment Insurance Act - Section 5 - Subsection 5(2) - Paragraph 5(2)(b) |
employment by employees of partnership of corporations is treated as joint employment by those corporations |
2013-11-13 |
11 October 2013 Roundtable, 2013-0495911C6 F - Insurable employment |
Income Tax Act - Section 7 - Subsection 7(3) - Paragraph 7(3)(a) |
partners treated as employers of partnership employees |
2013-11-13 |
11 October 2013 APFF Roundtable, 2013-0495751C6 F - Time of an Acquisition of Control |
Income Tax Act - Section 256 - Subsection 256(9) |
s. 256(9) does not permit the parties to elect as to the actual time of acquisition of control |
2013-11-13 |
11 October 2013 APFF Roundtable, 2013-0493691C6 F - Transfer of a Foreign Retirement Arrangement |
Income Tax Act - Section 60.01 |
2 transfers of IRAs or 401(k) would not be a series of periodic payments |
2013-11-13 |
11 October 2013 APFF Roundtable, 2013-0495821C6 F - Share disposition |
Income Tax Act - Section 248 - Subsection 248(1) - Disposition |
no disposition where shares exchanged for identical-attribute shares of a different class |
2013-11-13 |
11 October 2013 APFF Roundtable, 2013-0495821C6 F - Share disposition |
Income Tax Act - Section 85 - Subsection 85(1) |
shares in different class with identical attributes are the same shares |
2013-11-06 |
30 September 2013 External T.I. 2013-0505151E5 F - Biens de remplacement |
Income Tax Act - Section 44 - Subsection 44(5) - Paragraph 44(5)(b) |
rollover unavailable where replacement property leased for use in a different business of Opco lessee |
2013-11-06 |
26 September 2013 External T.I. 2013-0497101E5 F - Avantage imposable consenti par un actionnaire |
Income Tax Act - Section 6 - Subsection 6(1) - Paragraph 6(1)(a) |
gift made by shareholder-manager to corporate employee “not received … on a purely personal basis” |
2013-11-06 |
7 October 2013 Internal T.I. 2013-0504081I7 F - Interaction between 55(2) and 40(1)(a)(iii) |
Income Tax Act - Section 40 - Subsection 40(1) - Paragraph 40(1)(a) - Subparagraph 40(1)(a)(iii) |
reserve available for s. 55(2) gain on purchase for cancellation of shares where redemption proceeds payable on an earnout basis |
2013-11-06 |
7 October 2013 Internal T.I. 2013-0504081I7 F - Interaction between 55(2) and 40(1)(a)(iii) |
Income Tax Act - Section 55 - Subsection 55(2) |
s. 40(1)(a)(iii) reserve available where redemption proceeds payable on earnout basis |
2013-11-06 |
7 October 2013 Internal T.I. 2013-0504081I7 F - Interaction between 55(2) and 40(1)(a)(iii) |
General Concepts - Payment & Receipt |
distinction between promissory note as conditional or absolute payment |
2013-11-06 |
19 September 2013 External T.I. 2013-0498331E5 F - Catégories 29 et 50 |
Income Tax Regulations - Schedules - Schedule II - Class 50 |
post-February 2011 computer equipment includible in Class 50 |
2013-10-30 |
25 September 2013 External T.I. 2013-0485751E5 F - Rescinding 45(2) election by a non-resident |
Income Tax Act - Section 116 - Subsection 116(3) |
s. 116(3) filing requirement counted from date of deemed disposition under s. 45(2) |
2013-10-30 |
25 September 2013 External T.I. 2013-0485751E5 F - Rescinding 45(2) election by a non-resident |
Income Tax Act - Section 45 - Subsection 45(2) |
deemed dispositin on 1st day of revocation year triggers s. 116(3) filing |
2013-10-30 |
25 September 2013 External T.I. 2013-0497011E5 F - OETC - Qualifying period |
Income Tax Act - Section 122.3 - Subsection 122.3(1) |
related preparatory and sick leave periods can be included in qualifying period computation |
2013-10-23 |
25 September 2013 External T.I. 2013-0488571E5 F - Repayment of a dividend |
General Concepts - Effective Date |
taxpayer generally cannot change his legal position through a subsequent board or shareholder resolution |
2013-10-23 |
25 September 2013 External T.I. 2013-0488571E5 F - Repayment of a dividend |
Income Tax Act - Section 82 - Subsection 82(1) - Paragraph 82(1)(a) |
dividend declared cannot be nullified by subsequent board or shareholder resolution |
2013-10-09 |
11 July 2013 External T.I. 2013-0490591E5 F - Montant pour une personne à charge |
Income Tax Act - Section 118 - Subsection 118(1) - Paragraph 118(1)(b) - Subparagraph 118(1)(b)(ii) |
conditions not satisfied where children did not live with non-supporting husband following separation |
2013-10-09 |
11 July 2013 External T.I. 2013-0490591E5 F - Montant pour une personne à charge |
Income Tax Act - Section 248 - Subsection 248(1) - Common-Law Partner |
can be in a conjugal relationship even if live in the same home for only half of each year |
2013-10-09 |
11 July 2013 External T.I. 2013-0490591E5 F - Montant pour une personne à charge |
Income Tax Act - Section 2 - Subsection 2(1) |
sole fact of a non-resident having a conjugal relationship with a Canadian resident does not render him a resident |
2013-10-09 |
25 September 2013 External T.I. 2011-0428941E5 F - Transfer of Stock Options to Protective Trust |
Income Tax Act - Section 7 - Subsection 7(1) - Paragraph 7(1)(a) |
transfer out of protective trust before exercise |
2013-10-09 |
25 November 2012 Roundtable, 2013-0479401C6 F - Employés et Achat Ltée commentaires panel ARC |
Income Tax Act - Section 251 - Subsection 251(1) - Paragraph 251(1)(c) |
Buyco that is formed by employer to purchases departing employees’ shares is NAL |
2013-10-09 |
25 November 2012 Roundtable, 2013-0479401C6 F - Employés et Achat Ltée commentaires panel ARC |
Income Tax Act - Section 84.1 - Subsection 84.1(1) - Paragraph 84.1(1)(b) |
generally a deemed dividend on repurchase of departing employees’ shares by employer-funded Buyco |
2013-10-02 |
25 September 2013 External T.I. 2013-0477571E5 F - Partnership - fin. fees and mng fees |
Income Tax Regulations - Regulation 402 - Subsection 402(7) |
service performed by service to partnership must have been previously performed by a partnership employee and relate to a short-term task |
2013-10-02 |
8 July 2013 Internal T.I. 2012-0434991I7 F - Déductibilité d'une perte |
Income Tax Act - Section 20 - Subsection 20(1) - Paragraph 20(1)(p) - Subparagraph 20(1)(p)(ii) |
ordinary business requirement looks to the presence of an organized and continuous system |
2013-10-02 |
8 July 2013 Internal T.I. 2012-0434991I7 F - Déductibilité d'une perte |
Income Tax Act - Section 40 - Subsection 40(2) - Paragraph 40(2)(g) - Subparagraph 40(2)(g)(ii) |
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2013-10-02 |
8 July 2013 Internal T.I. 2012-0434991I7 F - Déductibilité d'une perte |
Income Tax Act - Section 40 - Subsection 40(2) - Paragraph 40(2)(g) - Subparagraph 40(2)(g)(ii) |
per jurisprudence on guarantees, taxpayer’s reason for assuming an obligation (to protect an interest-bearing investment) must be examined |
2013-10-02 |
6 May 2009 External T.I. 2008-0295581E5 F - Bourses et aide financière aux médecins |
Income Tax Act - Section 56 - Subsection 56(1) - Paragraph 56(1)(n) |
specialized training grants made to unlicensed medical residents to encourage them to settle in remote areas were s. 56(1)(n) fellowships |
2013-10-02 |
6 May 2009 External T.I. 2008-0295581E5 F - Bourses et aide financière aux médecins |
Income Tax Act - Section 12 - Subsection 12(1) - Paragraph 12(1)(x) |
s. 12(1)(x) inclusion of assistance to foreign doctors to become licensed so that they will practise in a remote area |
2013-10-02 |
18 September 2013 External T.I. 2012-0462061E5 F - Amount included in the income of the annuitant |
Income Tax Act - Section 146 - Subsection 146(8.3) |
no application of s. 148(8.3) where excluded withdrawal followed by contribution and withdrawal from own RRSP |
2013-10-02 |
10 April 2013 Internal T.I. 2013-0475991I7 F - Montant- période de raccordement |
Income Tax Act - Section 5 - Subsection 5(1) |
terminated employee treated as continuing to be an employee due to employer’s continued treatment as an employee for EI, CPP and RPP purposes |
2013-10-02 |
8 July 2013 Internal T.I. 2012-0472651I7 F - Crédit pour l'embauche par les petites entreprises |
Income Tax Act - Section 9 - Exempt Receipts/Business |
small business job credit received for payroll of non-business employees, exempt |
2013-10-02 |
8 July 2013 Internal T.I. 2012-0472651I7 F - Crédit pour l'embauche par les petites entreprises |
Income Tax Act - Section 118.2 - Subsection 118.2(3) - Paragraph 118.2(3)(b) |
small business job credit received for personal-care workers was “reimbursement” |