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2016-06-15 |
27 April 2016 External T.I. 2016-0633101E5 F - Attribution of safe income |
Income Tax Act - Section 55 - Subsection 55(2.1) - Paragraph 55(2.1)(c) |
discretionary dividend will not reduce safe income attributable to the other class of discretionary dividend shares to the extent the dividend is taxable under s. 55(2) |
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2016-06-15 |
27 April 2016 External T.I. 2016-0633101E5 F - Attribution of safe income |
Income Tax Act - Section 55 - Subsection 55(1) - Distribution |
discretionary dividend shares may not satisfy the distribution definition |
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2016-05-18 |
15 October 2015 Internal T.I. 2014-0527041I7 F - Disposition de biens |
Income Tax Act - Section 40 - Subsection 40(1) - Paragraph 40(1)(a) - Subparagraph 40(1)(a)(i) |
merely facilitative expenses not deducible |
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2016-05-18 |
30 March 2016 External T.I. 2016-0629701E5 F - bump-up 88(1)(d) |
Income Tax Act - Section 88 - Subsection 88(1) - Paragraph 88(1)(d) |
land developer can bump the cost amount of land (for use by it as land inventory) which was held by a target as capital property when its control was acquired |
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2016-05-18 |
30 March 2016 External T.I. 2016-0629701E5 F - bump-up 88(1)(d) |
Income Tax Act - Section 9 - Capital Gain vs. Profit - Real Estate |
land developer accesses capital property status of land held in acquired subsidiary |
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2016-05-11 |
5 January 2016 External T.I. 2013-0515771E5 F - Établissement semblable agréé |
Income Tax Act - Section 37 - Subsection 37(1) - Paragraph 37(1)(a) - Subparagraph 37(1)(a)(ii) - Clause 37(1)(a)(ii)(B) |
applicant’s activities not unquestionably SR&ED |
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2016-05-11 |
31 March 2016 External T.I. 2014-0524391E5 F - Debt parking |
Income Tax Act - Section 80.01 - Subsection 80.01(8) |
debt parking rule can apply even if no capital loss is recognized/ applies before s. 53(1)(f.1) add-back |
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2016-05-11 |
31 March 2016 External T.I. 2014-0524391E5 F - Debt parking |
Income Tax Act - Section 53 - Subsection 53(1) - Paragraph 53(1)(f.1) |
application of s. 53(1)(f.1) subsequent to application of debt parking rule |
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2016-05-11 |
11 August 2015 External T.I. 2014-0527291E5 F - Remboursement de frais médicaux-CIMAD |
Income Tax Act - Section 118.2 - Subsection 118.2(3) - Paragraph 118.2(3)(b) |
Quebec Tax Credit for Home-Support Services for Seniors does not reduce METC |
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2016-05-11 |
11 August 2015 External T.I. 2014-0527291E5 F - Remboursement de frais médicaux-CIMAD |
Income Tax Act - Section 152 - Subsection 152(1) |
correction in CRA position not applied on a retroactive basis |
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2016-05-11 |
15 March 2016 External T.I. 2015-0606911E5 F - Home Accessibility Tax Credit |
Income Tax Act - Section 118.041 - Subsection 118.041(3) |
claimant must be a qualifying or eligible individual |
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2016-04-27 |
15 December 2015 External T.I. 2015-0602671E5 F - Pompier volontaire |
Income Tax Act - Section 118.06 - Subsection 118.06(1) |
interpretation of "volunteer firefighter" not changed by Bourgeois |
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2016-04-27 |
21 January 2016 Roundtable, 2016-0624811C6 F - Employee Assistance Program |
Income Tax Act - Section 6 - Subsection 6(1) - Paragraph 6(1)(a) - Subparagraph 6(1)(a)(iv) |
restricted to advice, valued at hypothetical cost |
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2016-04-27 |
21 January 2016 Roundtable, 2016-0624851C6 F - Spousal sharing of charitable gifts made by will |
Income Tax Act - Section 118.1 - Subsection 118.1(1) - Total Charitable Gifts |
gifts made by will of the deceased can no longer be treated as gifts by a surviving spouse |
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2016-04-27 |
21 January 2016 Roundtable, 2016-0624871C6 F - Colloque CPA- Frais médicaux - medical expenses |
Income Tax Act - Section 118.2 - Subsection 118.2(2) - Paragraph 118.2(2)(d) |
nursing home can be part of a facility |
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2016-04-27 |
21 January 2016 Roundtable, 2016-0624871C6 F - Colloque CPA- Frais médicaux - medical expenses |
Income Tax Act - Section 118.2 - Subsection 118.2(2) - Paragraph 118.2(2)(a) |
expenses of doctor travel and of Quebec naturopaths and osteopaths excluded |
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2016-04-27 |
21 January 2016 Roundtable, 2016-0625131C6 F - Farming losses |
Income Tax Act - Section 31 - Subsection 31(1) |
traditional CRA policy on s. 31 is still reflective of its position post-Craig |
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2016-04-27 |
21 January 2016 Roundtable, 2016-0625161C6 F - Résidence principale habitée par un enfant |
Income Tax Act - Section 54 - Principal Residence - Paragraph (a) |
related occupant of a principal residence can be charged FMV rent |
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2016-04-27 |
21 January 2016 CPA Personal Income Tax Roundtable Q. 7, 2016-0625731C6 F - Fees related to a voluntary disclosure |
Income Tax Act - Section 60 - Paragraph 60(o) |
professional fees incurred after a voluntary disclosure is accepted commence to be deductible |
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2016-04-27 |
21 January 2016 CPA Personal Income Tax Roundtable Q. 7, 2016-0625731C6 F - Fees related to a voluntary disclosure |
Income Tax Act - Section 20 - Subsection 20(1) - Paragraph 20(1)(cc) |
VDP fees deductible if re business |
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2016-04-27 |
21 January 2016 Ordre des CPA du Québec Personal Taxation Roundtable Q. 9, 2016-0625141C6 F - Principal residence - duplex |
Income Tax Act - Section 54 - Principal Residence |
interior access door to other unit in duplex occupied by elderly parent, and meal sharing, not sufficient to render as one housing unit |
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2016-03-23 |
9 March 2016 External T.I. 2016-0630281E5 F - Redemption of shares and changes to 55(2) |
Income Tax Act - Section 55 - Subsection 55(2.1) - Paragraph 55(2.1)(c) |
exemption of s. 84(3) deemed dividend not exceeding safe income |
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2016-03-23 |
9 March 2016 External T.I. 2016-0630281E5 F - Redemption of shares and changes to 55(2) |
Income Tax Act - Section 55 - Subsection 55(5) - Paragraph 55(5)(f) |
s. 55(2) application to separate dividend |
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2016-03-23 |
9 March 2016 External T.I. 2016-0630281E5 F - Redemption of shares and changes to 55(2) |
Income Tax Act - Section 55 - Subsection 55(2) - Paragraph 55(2)(b) |
demarcation between ss. 55(2)(b) and (c) |
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2016-02-24 |
7 January 2016 External T.I. 2015-0610201E5 F - HBP-Acquisition of a condominium unit |
Income Tax Act - Section 146.01 - Subsection 146.01(2) - Paragraph 146.01(2)(b) |
meaning of vacant possession |
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2016-02-24 |
7 January 2016 External T.I. 2015-0610201E5 F - HBP-Acquisition of a condominium unit |
Income Tax Act - Section 248 - Subsection 248(1) - Self-Contained Domestic Establishment |
elf-contained domestic establishment has restricted access and a kitchen, bathroom and sleeping space |
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2016-02-17 |
8 December 2015 External T.I. 2015-0608781E5 F - Associated corporations - discretionary trust |
Income Tax Act - Section 256 - Subsection 256(1.2) - Paragraph 256(1.2)(f) - Subparagraph 256(1.2)(f)(ii) |
beneficiary includes beneficially entitled/combined application of 256(1.2)(f)(ii) and 256(1.3), but shares attributed only once] |
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2016-02-17 |
8 December 2015 External T.I. 2015-0608781E5 F - Associated corporations - discretionary trust |
Income Tax Act - Section 256 - Subsection 256(1.3) |
no double-counting of shares in applying s. 256(1.3) to shares deemed to be owned by minor trust beneficiaries |
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2016-02-17 |
22 January 2016 External T.I. 2015-0617601E5 F - Pipeline followed by butterfly |
Income Tax Act - Section 84 - Subsection 84(2) |
pipeline transaction can be coupled with a butterfly split-up |
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2016-02-17 |
22 January 2016 External T.I. 2015-0617601E5 F - Pipeline followed by butterfly |
Income Tax Act - Section 55 - Subsection 55(3.1) - Paragraph 55(3.1)(b) |
where pipeline transaction followed by split-up butterfly, the opco also is a distributing corporation |
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2016-02-17 |
21 December 2015 External T.I. 2015-0617731E5 F - 55(2) and creditor proofing |
Income Tax Act - Section 55 - Subsection 55(2.1) - Paragraph 55(2.1)(b) |
Opco dividend to Holdco whose sole purpose is creditor-proofing is subject to s. 55(2) |
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2016-02-10 |
28 January 2016 External T.I. 2015-0617771E5 F - Bump calculation |
Income Tax Act - Section 88 - Subsection 88(1) - Paragraph 88(1)(d) - Subparagraph 88(1)(d)(i) |
future income tax liabilities not treated as obligations to pay an amount |
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2016-01-27 |
7 December 2015 External T.I. 2015-0585171E5 F - 7(1)(b) benefit and 110(1.1) election |
Income Tax Act - Section 110 - Subsection 110(1.1) |
election not available if employee stock options on Target shares are purchased by the purchaser rather than surrendered to Target |
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2016-01-20 |
26 March 2015 Internal T.I. 2013-0503031I7 F - Existence d’une source de revenu |
Income Tax Act - Section 3 - Paragraph 3(a) - Business Source/Reasonable Expectation of Profit |
individual’s sideline activity not a business so that revenues exempt |
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2016-01-20 |
26 March 2015 Internal T.I. 2013-0503031I7 F - Existence d’une source de revenu |
Income Tax Act - Section 18 - Subsection 18(1) - Paragraph 18(1)(a) - Income-Producing Purpose |
criteria for determining whether a home is a principal place of business |
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2016-01-20 |
8 June 2015 External T.I. 2014-0529851E5 F - Frais payés à une maison de santé ou de repos |
Income Tax Act - Section 118.2 - Subsection 118.2(2) - Paragraph 118.2(2)(e) |
no 2nd credit under s. 118.3 re accommodation expenses in nursing home |
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2016-01-20 |
8 June 2015 External T.I. 2014-0529851E5 F - Frais payés à une maison de santé ou de repos |
Income Tax Act - Section 118.2 - Subsection 118.2(2) - Paragraph 118.2(2)(d) |
floor of retirement residence servicing those with advanced Alzheimer’s can qualify as “nursing home” |
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2016-01-20 |
8 June 2015 External T.I. 2014-0529851E5 F - Frais payés à une maison de santé ou de repos |
Income Tax Act - Section 118.2 - Subsection 118.2(1) |
expenses can be claimed based on 12-month period ending in year |
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2016-01-20 |
3 December 2015 External T.I. 2015-0593941E5 F - Allocation of the safe income on hand |
Income Tax Act - Section 55 - Subsection 55(2.1) - Paragraph 55(2.1)(c) |
flexible allocation of SIOH where discretionary common shares |
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2016-01-20 |
3 December 2015 External T.I. 2015-0593941E5 F - Allocation of the safe income on hand |
General Concepts - Fair Market Value - Shares |
FMV of discretionary share increased at moment of dividend declaration to exclusion of other discretionary shares |