2004-10-29 |
18 October 2004 External T.I. 2004-0077151E5 F - Déduction pour gain en capital |
Income Tax Act - Section 110.6 - Subsection 110.6(1) - Qualified Small Business Corporation Share - Paragraph (e) |
para. (e) effectively requires a combined 24-month holding period for s. 110.6(14)(f)(i) or (iii) transactions |
2004-10-29 |
28 September 2004 Internal T.I. 2004-0079801I7 F - Pension alimentaire |
Income Tax Act - Section 56.1 - Subsection 56.1(4) - Support Amount |
settlement of support arrears are not deductible or includible |
2004-10-29 |
30 September 2004 Internal T.I. 2004-0083301I7 F - Entreprises distinctes |
Income Tax Act - Section 4 - Subsection 4(1) - Paragraph 4(1)(a) |
2 different centres were branches of the same business |
2004-10-29 |
30 September 2004 Internal T.I. 2004-0085051I7 F - Intérêts et indemnité additionnelle |
Income Tax Act - Section 12 - Subsection 12(1) - Paragraph 12(1)(c) |
indemnity under CCQ Art. 1619 was pre-judgment interest |
2004-10-29 |
30 September 2004 Internal T.I. 2004-0085051I7 F - Intérêts et indemnité additionnelle |
Income Tax Act - Section 129 - Subsection 129(4) - Income or Loss |
interest on damages relating to lost business was active business income |
2004-10-29 |
19 October 2004 Internal T.I. 2004-0085711I7 F - Dommages suite à une entente hors cour |
Income Tax Act - Section 248 - Subsection 248(1) - Retiring Allowance |
amount received in settlement of grievances and on agreeing to retire was a retiring allowance in the absence of evidence that it was for harassment or unpaid wages |
2004-10-29 |
19 October 2004 Internal T.I. 2004-0085711I7 F - Dommages suite à une entente hors cour |
Income Tax Act - Section 8 - Subsection 8(1) - Paragraph 8(1)(n) |
required repayment of excess amount of wage loss insurance previously received could give rise to s. 8(1)(n) deduction |
2004-10-29 |
25 October 2004 External T.I. 2004-0086261E5 F - Ristournes |
Income Tax Act - Section 135 - Subsection 135(1.1) |
patronage dividends paid after March 22, 2004 are non-deductible even if reported before then |
2004-10-29 |
20 October 2004 Internal T.I. 2004-0086501I7 F - Droits compensateurs |
Income Tax Act - Section 20 - Subsection 20(1) - Paragraph 20(1)(vv) |
posting of bonds for US countervailing duties did not constitute their being “paid” for s. 20(1)(vv) purposes |
2004-10-29 |
20 October 2004 Internal T.I. 2004-0086501I7 F - Droits compensateurs |
Income Tax Act - Section 18 - Subsection 18(1) - Paragraph 18(1)(e) |
obligation to repay suppliers for extra US countervailing duties charge made to them was contingent until a board decision reversed such duties |
2004-10-29 |
8 October 2004 Internal T.I. 2004-0093371I7 F - Crédit d'impôt à l'investissement & impôt minimum |
Income Tax Act - Section 127 - Subsection 127(5) - Paragraph 127(5)(a) - Subparagraph 127(5)(a)(ii) |
carryback of ITCs from year where the taxpayer was subject to minimum tax |
2004-10-29 |
19 October 2004 Internal T.I. 2004-0094971I7 F - Programme de formation admissible |
Income Tax Act - Section 118.6 - Subsection 118.6(1) - Qualifying Educational Program |
“period” referred to the times at which the individual was receiving income from employment |
2004-10-29 |
8 October 2004 APFF Roundtable Q. 1, 2004-0085551C6 F - Application de la division 20(1)e.2)(i)(B) |
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2004-10-29 |
8 October 2004 APFF Roundtable Q. 4, 2004-0088411C6 F - Prêt à une société de personnes par une société |
Income Tax Act - Section 15 - Subsection 15(2) |
Gillette not followed: s. 15(2) applicable where a corporation makes a loan to a partnership equally owned by its 2 equal shareholders |
2004-10-29 |
8 October 2004 APFF Roundtable Q. 11, 2004-0090791C6 F - Maladies graves et soins de longue durée |
Income Tax Act - Section 18 - Subsection 18(1) - Paragraph 18(1)(a) - Income-Producing Purpose |
premiums for critical illness policies and individual long-term care policies for senior employees are deductible |
2004-10-29 |
8 October 2004 APFF Roundtable Q. 11, 2004-0090791C6 F - Maladies graves et soins de longue durée |
Income Tax Act - Section 6 - Subsection 6(1) - Paragraph 6(1)(a) - Subparagraph 6(1)(a)(i) |
sickness plan can comprise individual critical illness policies |
2004-10-29 |
8 October 2004 APFF Roundtable Q. 11, 2004-0090791C6 F - Maladies graves et soins de longue durée |
Income Tax Act - Section 6 - Subsection 6(1) - Paragraph 6(1)(f) |
periodic payments under long-term care insurance are not taxable |
2004-10-22 |
19 October 2004 External T.I. 2004-0085561E5 F - Régime de droit à la plus-value des actions |
Income Tax Act - Section 248 - Subsection 248(1) - Salary Deferral Arrangement |
right under phantom plan to receive the appreciation, on employment termination, as an annuity could engage the SDA rules |
2004-10-22 |
23 September 2004 External T.I. 2004-0088801E5 F - Stop-Loss Provisions -- Grandfathering |
Income Tax Act - Section 112 - Subsection 112(3.2) |
s. 248(5)(b) did not deem stock dividend shares to be the same shares as those on which the dividend was paid for transitional relief purposes |
2004-10-22 |
23 September 2004 External T.I. 2004-0088801E5 F - Stop-Loss Provisions -- Grandfathering |
Income Tax Act - Section 248 - Subsection 248(5) - Paragraph 248(5)(b) |
s. 248(5)(b) does not deem the substituted shares to have been owned for so long as were the underlying shares |
2004-10-22 |
29 September 2004 External T.I. 2004-0092261E5 F - Acquisition of control |
Income Tax Act - Section 256 - Subsection 256(7) - Paragraph 256(7)(d) |
s. 256(7)(d) applied where two individuals transferred their equal shareholdings of Opco to a joint Holdco |
2004-10-22 |
29 September 2004 External T.I. 2004-0092261E5 F - Acquisition of control |
Income Tax Act - Section 256 - Subsection 256(7) - Paragraph 256(7)(a) - Subparagraph 256(7)(a)(i) - Clause 256(7)(a)(i)(A) |
no acquisition of control where the two equal shareholders of Opco transfer their respective shareholdings to respective holding companies |
2004-10-22 |
8 October 2004 APFF Roundtable Q. 5, 2004-0089141C6 F - Compte de dividendes en capital |
Income Tax Act - Section 148 - Subsection 148(9) - Adjusted Cost Basis - Element E |
ACB of policy immediately before death reduced by policy loan |
2004-10-22 |
8 October 2004 APFF Roundtable Q. 5, 2004-0089141C6 F - Compte de dividendes en capital |
Income Tax Act - Section 89 - Subsection 89(1) - Capital Dividend Account - Paragraph (d) |
amount net of policy loan added to CDA |
2004-10-15 |
24 September 2004 External T.I. 2004-0055421E5 F - Frais de déplacement |
Income Tax Act - Section 18 - Subsection 18(1) - Paragraph 18(1)(h) |
a hospital could be a place of work if a regular work schedule there, even if no dedicated office there |
2004-10-15 |
29 September 2004 Internal T.I. 2004-0067311I7 F - Bureau à domicile |
Income Tax Act - Section 18 - Subsection 18(12) |
s. 18(12) does not alter the result where common expenses are allocated pro rata to the business and personal space in a home |
2004-10-15 |
27 September 2004 External T.I. 2004-0067721E5 F - Frais de garde d'enfants |
Income Tax Act - Section 63 - Subsection 63(3) - Child Care Expense - Paragraph (d) |
presumption that expenses incurred prior to kindergarten age are not educational |
2004-10-15 |
5 October 2004 External T.I. 2004-0067741E5 F - Indemnités aux jurés |
Income Tax Act - Section 3 - Paragraph 3(a) |
juror and witness compensation includible in income - but not allowances to cover reasonable expenses |
2004-10-15 |
12 October 2004 External T.I. 2004-0086331E5 F - Allocation de retraite |
Income Tax Act - Section 248 - Subsection 248(1) - Retiring Allowance |
instalments paid to terminated employee will be treated as s. 5 income if they are treated as employment income for CPP/EI purposes or as eligible for pension plan service years |
2004-10-15 |
14 October 2004 External T.I. 2004-0089921E5 F - Disposition d'une police d'assurance-vie |
Income Tax Act - Section 148 - Subsection 148(9) - Adjusted Cost Basis - Element L |
deduction of net cost of pure insurance effectively renders return of premiums partially taxable |
2004-10-01 |
21 September 2004 External T.I. 2004-0067881E5 F - MCIA- lien de dépendance |
Income Tax Act - Section 14 - Subsection 14(5) - Cumulative Eligible Capital - Variable A - Variable A.1 |
transferor must not be dealing at arm's length with the taxpayer at the time the eligible capital property is acquired |
2004-10-01 |
15 September 2004 Internal T.I. 2004-0075001I7 F - Transfert de bien lors du décès d'un conjoint |
Income Tax Act - Section 70 - Subsection 70(6) - Paragraph 70(6)(d) |
application of s. 70(13) avoided recapture to deceased |
2004-10-01 |
13 August 2004 Internal T.I. 2004-0076861I7 F - Investissement à l'étranger |
Income Tax Act - Section 12 - Subsection 12(1) - Paragraph 12(1)(c) |
return payable on maturity that was not expressed as a percentage or fraction qualified as interest |
2004-10-01 |
13 August 2004 Internal T.I. 2004-0076861I7 F - Investissement à l'étranger |
Income Tax Act - Section 75 - Subsection 75(2) |
s. 75(2) would apply where loan proceeds would ultimately revert to the taxpayer |
2004-10-01 |
13 August 2004 Internal T.I. 2004-0076861I7 F - Investissement à l'étranger |
Income Tax Act - Section 108 - Subsection 108(2) - Paragraph 108(2)(a) |
suspension of redemption right for more than one year would disqualify as s. 108(2)(a) trust |
2004-10-01 |
16 September 2004 Internal T.I. 2004-0083421I7 F - Clause de non-concurrence - employé |
Income Tax Act - Section 6 - Subsection 6(3) - Paragraph 6(3)(e) |
amount received by employee for agreeing to non-compete was included under s. 6(3)(e) |
2004-09-17 |
13 September 2004 Internal T.I. 2004-0080041I7 F - Compte de dividendes en capital |
Income Tax Act - Section 89 - Subsection 89(1) - Capital Dividend Account - Paragraph (c.2) |
pro rata share of s. 14(1)(b) gain included in partner’s CDA |
2004-09-03 |
27 July 2004 Internal T.I. 2004-0079111I7 F - Actions privilégiées à terme |
Income Tax Act - Section 248 - Subsection 248(1) - Term Preferred Share - Paragraph (b) |
contingent requirement for the majority shareholder’s shares to be redeemed on death represented a contingent control-acquisition right of the minority SFI under para. (b) |
2004-08-20 |
29 July 2004 Internal T.I. 2003-0023761I7 F - Contrat de SWAP d'équité |
Income Tax Act - Section 18 - Subsection 18(1) - Paragraph 18(1)(b) - Capital Loss v. Loss |
loss on equity swap entered into in monetization transaction was on capital account |
2004-08-20 |
29 July 2004 Internal T.I. 2003-0023761I7 F - Contrat de SWAP d'équité |
Income Tax Act - Section 248 - Subsection 248(1) - Disposition |
termination of equity swap contract entailed the disposition of property |