2004-01-09 |
9 December 2003 External T.I. 2003-0032585 - Immeuble détenu par une succession |
Income Tax Act - Section 107 - Subsection 107(2) |
s. 107(2) rollover unavailable to an income beneficiary |
2004-01-09 |
15 December 2003 External T.I. 2003-0182855 - Fiducie pour Loi au Quebec |
Income Tax Act - Section 248 - Subsection 248(3) - Paragraph 248(3)(e) |
meaning of “a right as a beneficiary in a trust” is found in s. 248(25) |
2004-01-09 |
15 December 2003 External T.I. 2003-0182855 - Fiducie pour Loi au Quebec |
General Concepts - Ownership |
sole beneficiary of Quebec trust is the beneficial owner of its property |
2004-01-09 |
15 December 2003 External T.I. 2003-0182855 - Fiducie pour Loi au Quebec |
Income Tax Act - Section 73 - Subsection 73(1.02) - Paragraph 73(1.02)(b) - Subparagraph 73(1.02)(b)(ii) |
no change in beneficial ownership on transfer of property to self-benefit Quebec trust |
2004-01-09 |
15 December 2003 External T.I. 2003-0182855 - Fiducie pour Loi au Quebec |
Income Tax Act - Section 75 - Subsection 75(2) |
policy is for s. 75(2) application not to result in double taxation |
2004-01-02 |
22 December 2003 External T.I. 2003-0000125 F - TITRE DE CREANCE INDEXE |
Income Tax Regulations - Regulation 7001 - Subsection 7001(1) |
detailed illustration |
2004-01-02 |
22 December 2003 External T.I. 2003-0000125 F - TITRE DE CREANCE INDEXE |
Income Tax Act - Section 248 - Subsection 248(1) - Indexed Debt Obligation |
stripped indexed coupons were indexed debt obligations but would not give rise to excluded payments |
2004-01-02 |
22 December 2003 External T.I. 2003-0000125 F - TITRE DE CREANCE INDEXE |
Income Tax Regulations - Regulation 7001 - Subsection 7001(7) - Excluded Payment |
stripped indexed coupons did not give rise to excluded payments because no single fixed rate |
2004-01-02 |
22 December 2003 External T.I. 2003-0000125 F - TITRE DE CREANCE INDEXE |
Income Tax Regulations - Regulation 201 - Subsection 201(4.1) |
reporting of inflation adjustments on indexed bonds |
2004-01-02 |
22 December 2003 External T.I. 2003-0000125 F - TITRE DE CREANCE INDEXE |
Income Tax Act - Section 20 - Subsection 20(14) |
application of s. 20(14) to indexed debt obligation |
2004-01-02 |
11 December 2003 External T.I. 2003-0015975 F - calcul du gain/perte sur disposition |
Income Tax Act - Section 40 - Subsection 40(1) - Paragraph 40(1)(a) - Subparagraph 40(1)(a)(i) |
portion of share sales proceeds required under a Bankruptcy Act proposal to be paid to the unsecured creditors, not a disposition expense |
2004-01-02 |
10 December 2003 External T.I. 2003-0023335 F - COUT D'UN BIEN REMIS EN RECOMPENSE |
Income Tax Act - Section 6 - Subsection 6(1) - Paragraph 6(1)(a) |
$500 gift policy applies where parent incurs the cost (which must include any customs and shipping costs) |
2004-01-02 |
16 December 2003 External T.I. 2003-0027245 F - MCIA-ACQUIS. D'UNE PERSONNE LIEE |
Income Tax Act - Section 14 - Subsection 14(5) - Cumulative Eligible Capital - Variable A - Variable A.1 |
subsequent arm’s length acquisition does not vitiate application of A.1 |
2004-01-02 |
18 December 2003 Internal T.I. 2003-0045227 F - FRAIS JURIDIQUES-PENSION |
Income Tax Act - Section 18 - Subsection 18(1) - Paragraph 18(1)(a) - Legal and other Professional Fees |
legal fees in relation to determining revised support entitlements were non-deductible |
2004-01-02 |
10 December 2003 Internal T.I. 2003-0047467 F - DESENREGISTREMENT D'UN REER |
Income Tax Act - Section 146 - Subsection 146(12) - Paragraph 146(12)(b) |
appraiser not required, but issuer must make reasonable efforts to determine FMV of shares of illiquid co-op |
2004-01-02 |
10 December 2003 Internal T.I. 2003-0047467 F - DESENREGISTREMENT D'UN REER |
Income Tax Regulations - Regulation 103 - Subsection 103(6) - Paragraph 106(6)(d) |
no source deductions required where property is distributed in year subsequent to RRSP deregistration |
2004-01-02 |
22 December 2003 External T.I. 2003-0053005 F - transfert d'un reer a un ferr |
Income Tax Act - Section 146 - Subsection 146(16) - Paragraph 146(16)(b) |
shares may not be transferred from maturing RRSP to RRIF if they will not provide the annuity to make the minimum payments |
2003-12-05 |
21 November 2003 External T.I. 2003-0010195 F - Etablissement Stable |
Income Tax Regulations - Regulation 400 - Subsection 400(2) - Paragraph 400(2)(e) |
use of substantial equipment in a province for even one day triggers a PE |
2003-12-05 |
29 September 2003 External T.I. 2003-0013435 F - Pension Belge |
Treaties - Income Tax Conventions - Article 18 |
Belgian National Pensions Office was a Belgian government instrumentality for purposes of the former Art. 18(2) exemption |
2003-12-05 |
14 November 2003 External T.I. 2003-0013445 F - Application de 94(1) et 128.1(1) |
Income Tax Act - Section 128.1 - Subsection 128.1(1) - Paragraph 128.1(1)(a) |
application of s. 94 subject to prior to application of s. 128.1(a)(a) |
2003-12-05 |
21 November 2003 External T.I. 2003-0023925 F - Distribution non-admissible au sens de 86.1 |
Income Tax Act - Section 86.1 - Subsection 86.1(2) - Paragraph 86.1(2)(b) |
distribution did not qualify because distributed shares were not pre-owned by Mexican distributor |
2003-12-05 |
21 November 2003 External T.I. 2003-0023925 F - Distribution non-admissible au sens de 86.1 |
Income Tax Act - Section 52 - Subsection 52(2) |
distributed shares had ACB equal to the s. 90 inclusion of their FMV |
2003-12-05 |
28 November 2003 External T.I. 2003-0046025 F - CONVENTION DE RETRAITE DEDUCTIONS |
Income Tax Act - Section 20 - Subsection 20(1) - Paragraph 20(1)(r) |
s. 20(1)(r) deduction is limited by s. 67 |
2003-11-28 |
19 November 2003 Internal T.I. 2003-0047687 F - Interest Calculation T/P Adjustment RQST |
Income Tax Act - Section 161 - Subsection 161(7) - Paragraph 161(7)(a) - Subparagraph 161(7)(a)(iv) |
substitution of NCL carrybacks with CCA claims for nil assessment taxation years does not generate s. 161(1) interest |
2003-11-28 |
19 November 2003 Internal T.I. 2003-0047687 F - Interest Calculation T/P Adjustment RQST |
Income Tax Act - Section 161 - Subsection 161(1) |
substitution of NCL carrybacks with CCA claims for nil assessment taxation years does not generate s. 161(1) interest |
2003-11-28 |
18 November 2003 External T.I. 2003-0181195 F - REGLEMENT STRUCTURE |
Income Tax Act - Section 56 - Subsection 56(1) - Paragraph 56(1)(d) |
CCRA position on exemption of structured settlements (as described) extends to court-ordered personal injury payments |
2003-11-28 |
18 November 2003 External T.I. 2003-0181195 F - REGLEMENT STRUCTURE |
Income Tax Act - Section 3 - Paragraph 3(a) |
summary of CCRA position on structured settlements |
2003-11-21 |
12 November 2003 External T.I. 2003-0020275 F - RECOMPENSES |
Income Tax Act - Section 6 - Subsection 6(1) - Paragraph 6(1)(a) |
$500 gift policy might apply to points awards if redeemable for very limited range of goods/ policy does not apply to sales awards etc. |
2003-11-21 |
13 November 2003 Internal T.I. 2003-0039637 F - perte sur creance et frais |
Income Tax Act - Section 50 - Subsection 50(1) - Paragraph 50(1)(a) |
capital loss under s. 50(1)(a) if deferred proceeds became uncollectible |
2003-11-21 |
13 November 2003 Internal T.I. 2003-0039637 F - perte sur creance et frais |
Income Tax Act - Section 54 - Adjusted Cost Base |
legal fees to recover deferred proceeds of share disposition do not increase the shares’ ACB |
2003-11-14 |
5 November 2003 Internal T.I. 2003-0036737 F - BOURSES D'ETUDES |
Income Tax Act - Section 56 - Subsection 56(3) |
$3,000 exemption unavailable where education tax credit not available in the same taxation year |
2003-11-14 |
30 October 2003 External T.I. 2003-0037075 F - Associated Corporation and 129(6) |
Income Tax Act - Section 256 - Subsection 256(2) |
corporations associated through s. 256(2) continued as associated for s. 129(6) purposes where the 3rd corporation filed s. 256(2) election not to be associated with either |
2003-11-14 |
6 November 2003 External T.I. 2003-0039525 F - Canadian Renewable & Conservation Expenses |
Income Tax Regulations - Regulation 1219 - Subsection 1219(1) |
CCA is not an outlay or expense, and cannot qualify as CRCE |
2003-11-14 |
6 November 2003 External T.I. 2003-0039525 F - Canadian Renewable & Conservation Expenses |
Income Tax Act - Section 20 - Subsection 20(1) - Paragraph 20(1)(a) |
CCA is not an expense incurred |
2003-11-14 |
6 November 2003 External T.I. 2003-0039525 F - Canadian Renewable & Conservation Expenses |
Income Tax Regulations - Schedules - Schedule II - Class 43.1 - Paragraph (d) - Subparagraph (d)(viii) |
computers used in operating landfill biogas site might be Class 10 property, and applications software would be Class 43.1 or Class 12 property/ below-surface pipes would not qualify |
2003-11-14 |
6 November 2003 External T.I. 2003-0039525 F - Canadian Renewable & Conservation Expenses |
Income Tax Regulations - Schedules - Schedule II - Class 12 - Paragraph 12(o) |
applications software used by computers for operation of biogas landfill site would be Class 43.1 or Class 12 property |
2003-11-14 |
6 November 2003 External T.I. 2003-0041355 F - Subsections 110.(19) and 85(1) |
Income Tax Act - Section 85 - Subsection 85(1) |
s. 85(1) rollover for stepped-up s. 110.6(19) ACB |
2003-11-14 |
5 November 2003 Internal T.I. 2003-0043277 F - Benefit-Use of Automobiles |
Income Tax Act - Section 246 - Subsection 246(1) - Paragraph 246(1)(a) |
s. 246(1)(a) application re mother’s use of a car of Opco controlled by her son’s Holdco to her rather than son turned on whether her minority Holdco had significant influence over Opco |
2003-11-14 |
5 November 2003 Internal T.I. 2003-0043277 F - Benefit-Use of Automobiles |
Income Tax Act - Section 15 - Subsection 15(5) |
application of s. 15(5) to shareholder’s use of company automobile |
2003-11-14 |
5 November 2003 Internal T.I. 2003-0043277 F - Benefit-Use of Automobiles |
Income Tax Act - Section 10 - Subsection 10(1) |
automobiles in car dealer inventory used for employee’s personal use remained in inventory, cf. if converted primarily to personal use of shareholder (which would not be a disposition) |