REVENUE RULE 91-59

1991-2 C.B. 347, 1991-45 I.R.B. 6.

Internal Revenue Service
Revenue Ruling

TAXATION OF DISC INCOME TO SHAREHOLDERS

Published: November 12, 1991

Section 995 Taxation of DISC Income to Shareholders

Taxation of DISC income to shareholders. The "base period T-bill rate" for the period ending September 30, 1991, is published, as required by section 995(f)(4) of the Code. [Full text in this issue.]

Section 995(f)(1) of the Internal Revenue Code provides that a shareholder of a DISC shall pay interest each taxable year in an amount equal to the product of the shareholder's DISC-related deferred tax liability for the year and the "base period T-bill rate." Under section 995(f)(4), the base period T-bill rate is the annual rate of interest determined by the Secretary to be equivalent to the average investment yield of United States Treasury bills with maturities of 52 weeks which were auctioned during the one-year period ending on September 30 of the calendar year ending with (or of the most recent calendar year ending before) the close of the taxable year of the shareholder. The base period T- bill rate for the period ending September 30, 1991, is 6.42 percent.

Pursuant to section 6622 of the code, interest must be compounded daily. The table below provides factors for compounding the base period T-bill rate daily for any number of days in the shareholder's taxable year (including a 52-53 week accounting period) for the 1991 base period T-bill rate. To compute the amount of the interest charge for the shareholder's taxable year, multiply the amount of the shareholder's DISC-related deferred tax liability (as defined in section 995(f)(2)) for that year by the base period T-bill rate factor corresponding to the number of days in the shareholder's taxable year for which the interest charge is being computed. Generally, one would use the factor for 365 days. One would use a different factor only if the shareholder's taxable year for which the interest charge being determined is a short taxable year, if the shareholder uses the 52-53 week taxable year, or if the shareholder's taxable year is a leap year.

For the base period T-bill rates for the periods ending in prior years, see Rev. Rul. 86-132, 1986-2 C.B. 137; Rev. Rul. 87-129, 1987-2 C.B. 196; Rev. Rul. 88-94, 1988-2 C.B. 301; Rev. Rul. 89-116, 1989-2 C.B. 197; Rev. Rul. 90-96, 1990-2 C.B. 188.

DRAFTING INFORMATION

The principal author of this revenue ruling is David Bergkuist of the Office of the Associate Chief Counsel (International). For further information about this revenue ruling, contact Mr. Bergkuist on (202) 566-6442 (not a toll-free call).


ANNUAL RATE, COMPOUNDED DAILY

DAYS 6.42 PERCENT FACTOR

DAYS / 6.42 PERCENT FACTOR DAYS / 6.42 PERCENT FACTOR DAYS / 6.42 PERCENT FACTOR
1 0.000175890

2 0.000351812

3 0.000527764

4 0.000703747

5 0.000879761

6 0.001055807

7 0.001231883

8 0.001407990

9 0.001584128

10 0.001760297

11 0.001936497

12 0.002112728

13 0.002288990

14 0.002465283

15 0.002641607

16 0.002817962

17 0.002994348

18 0.003170765

19 0.003347213

20 0.003523693

21 0.003700203

22 0.003876744

23 0.004053316

24 0.004229920

25 0.004406554

26 0.004583220

27 0.004759916

28 0.004936644

29 0.005113402

30 0.005290192

31 0.005467013

32 0.005643865

33 0.005820748

34 0.005997662

35 0.006174608

36 0.006351584

37 0.006528592

38 0.006705631

39 0.006882700

40 0.007059801

41 0.007236934

42 0.007414097

43 0.007591291

44 0.007768517

45 0.007945774

46 0.008123062

47 0.008300381

48 0.008477731

49 0.008655113

50 0.008832526

51 0.009009970

52 0.009187445

53 0.009364951

54 0.009542489

55 0.009720058

56 0.009897658

57 0.010075289

58 0.010252952

59 0.010430646

60 0.010608371

61 0.010786127

62 0.010963915

63 0.011141733

64 0.011319584

65 0.011497465

66 0.011675378

67 0.011853322

68 0.012031297

69 0.012209304

70 0.012387341

71 0.012565411

72 0.012743511

73 0.012921643

74 0.013099806

75 0.013278001

76 0.013456227

77 0.013634484

78 0.013812773

79 0.013991092

80 0.014169444

81 0.014347826

82 0.014526241

83 0.014704686

84 0.014883163

85 0.015061671

86 0.015240211

87 0.015418782

88 0.015597384

89 0.015776018

90 0.015954683

91 0.016133380

92 0.016312108

93 0.016490868

94 0.016669659

95 0.016848481

96 0.017027335

97 0.017206220

98 0.017385137

99 0.017564085

100 0.017743065

101 0.017922076

102 0.018101119

103 0.018280193

104 0.018459299

105 0.018638436

106 0.018817605

107 0.018996805

108 0.019176037

109 0.019355300

110 0.019534595

111 0.019713921

112 0.019893279

113 0.020072669

114 0.020252090

115 0.020431542

116 0.020611026

117 0.020790542

118 0.020970089

119 0.021149668

120 0.021329279

121 0.021508921

122 0.021688594

123 0.021868300

124 0.022048036

125 0.022227805

126 0.022407605

127 0.022587437

128 0.022767300

129 0.022947195

130 0.023127122

131 0.023307080

132 0.023487070

133 0.023667091

134 0.023847144

135 0.024027229

136 0.024207346

137 0.024387494

138 0.024567674

139 0.024747886

140 0.024928129

141 0.025108404

142 0.025288711

143 0.025469049

144 0.025649419

145 0.025829821

146 0.026010255

147 0.026190720

148 0.026371217

149 0.026551746

150 0.026732307

151 0.026912899

152 0.027093523

153 0.027274179

154 0.027454867

155 0.027635586

156 0.027816338

157 0.027997121

158 0.028177936

159 0.028358782

160 0.028539661

161 0.028720571

162 0.028901513

163 0.029082487

164 0.029263493

165 0.029444530

166 0.029625600

167 0.029806701

168 0.029987834

169 0.030168999

170 0.030350196

171 0.030531425

172 0.030712685

173 0.030893978

174 0.031075302

175 0.031256658

176 0.031438046

177 0.031619467

178 0.031800919

179 0.031982402

180 0.032163918

181 0.032345466

182 0.032527046

183 0.032708657

184 0.032890301

185 0.033071976

186 0.033253684

187 0.033435423

188 0.033617195

189 0.033798998

190 0.033980833

191 0.034162701

192 0.034344600

193 0.034526531

194 0.034708494

195 0.034890490

196 0.035072517

197 0.035254576

198 0.035436668

199 0.035618791

200 0.035800947

201 0.035983134

202 0.036165353

203 0.036347605

204 0.036529889

205 0.036712204

206 0.036894552

207 0.037076932

208 0.037259344

209 0.037441788

210 0.037624264

211 0.037806772

212 0.037989312

213 0.038171885

214 0.038354489

215 0.038537126

216 0.038719794

217 0.038902495

218 0.039085228

219 0.039267993

220 0.039450791

221 0.039633620

222 0.039816482

223 0.039999375

224 0.040182301

225 0.040365259

226 0.040548250

227 0.040731272

228 0.040914327

229 0.041097414

230 0.041280533

231 0.041463684

232 0.041646867

233 0.041830083

234 0.042013331

235 0.042196611

236 0.042379924

237 0.042563268

238 0.042746645

239 0.042930054

240 0.043113496

241 0.043296969

242 0.043480475

243 0.043664013

244 0.043847584

245 0.044031187

246 0.044214822

247 0.044398489

248 0.044582189

249 0.044765921

250 0.044949685

251 0.045133482

252 0.045317311

253 0.045501172

254 0.045685066

255 0.045868992

256 0.046052950

257 0.046236941

258 0.046420964

259 0.046605019

260 0.046789107

261 0.046973227

262 0.047157380

263 0.047341564

264 0.047525782

265 0.047710032

266 0.047894314

267 0.048078628

268 0.048262975

269 0.048447355

270 0.048631766

271 0.048816211

272 0.049000687

273 0.049185197

274 0.049369738

275 0.049554312

276 0.049738919

277 0.049923558

278 0.050108229

279 0.050292933

280 0.050477670

281 0.050662439

282 0.050847240

283 0.051032074

284 0.051216941

285 0.051401840

286 0.051586771

287 0.051771735

288 0.051956732

289 0.052141761

290 0.052326822

291 0.052511917

292 0.052697043

293 0.052882203

294 0.053067395

295 0.053252619

296 0.053437876

297 0.053623166

298 0.053808488

299 0.053993843

300 0.054179230

301 0.054364650

302 0.054550103

303 0.054735588

304 0.054921106

305 0.055106656

306 0.055292240

307 0.055477855

308 0.055663504

309 0.055849185

310 0.056034899

311 0.056220645

312 0.056406424

313 0.056592236

314 0.056778080

315 0.056963957

316 0.057149867

317 0.057335810

318 0.057521785

319 0.057707793

320 0.057893834

321 0.058079907

322 0.058266013

323 0.058452152

324 0.058638324

325 0.058824528

326 0.059010765

327 0.059197035

328 0.059383337

329 0.059569673

330 0.059756041

331 0.059942442

332 0.060128876

333 0.060315342

334 0.060501841

335 0.060688373

336 0.060874938

337 0.061061536

338 0.061248167

339 0.061434830

340 0.061621526

341 0.061808255

342 0.061995017

343 0.062181812

344 0.062368639

345 0.062555500

346 0.062742393

347 0.062929319

348 0.063116279

349 0.063303271

350 0.063490295

351 0.063677353

352 0.063864444

353 0.064051567

354 0.064238724

355 0.064425913

356 0.064613135

357 0.064800391

358 0.064987679

359 0.065175000

360 0.065362354

361 0.065549741

362 0.065737161

363 0.065924614

364 0.066112100

365 0.066299619

366 0.066487171

367 0.066674756

368 0.066862373

369 0.067050024

370 0.067237708

371 0.067425425


Rev. Rul. 91-59, 1991-2 C.B. 347, 1991-45 I.R.B. 6.