REVENUE RULE 95-77

1995-2 C.B. 122, 1995-47 I.R.B. 6

Internal Revenue Service
Revenue Rule

1995 BASE PERIOD T-BILL RATE

Published: November 20, 1995

§995. - Taxation of DISC Income to Shareholders

1995 base period T-bill rate. The "base period T-bill rate" for the period ending September 30, 1995, is published, as required by section 995(f)(4) of the Code.

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, 1995, is 6.30 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 1995 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; Rev. Rul. 91-59, 1991-2 C.B. 347; Rev. Rul. 92-98, 1992-2 C.B. 201; Rev. Rul. 93-77, 1993-2 C.B. 253; and 94-68, 1994-2 C.B. 177.

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) 622-3860 (not a toll-free call).

1995 Annual Rate, Compounded Daily

Days 6.30 Percent

Factor

1 0.000172603

2 0.000345235

3 0.000517898

4 0.000690590

5 0.000863312

6 0.001036063

7 0.001208845

8 0.001381656

9 0.001554498

10 0.001727369

11 0.001900270

12 0.002073200

13 0.002246161

14 0.002419151

15 0.002592172

16 0.002765222

17 0.002938302

18 0.003111412

19 0.003284551

20 0.003457721

21 0.003630921

22 0.003804150

23 0.003977409

24 0.004150699

25 0.004324018

26 0.004497367

27 0.004670746

28 0.004844155

29 0.005017594

30 0.005191062

31 0.005364561

32 0.005538090

33 0.005711649

34 0.005885237

35 0.006058856

36 0.006232504

37 0.006406183

38 0.006579891

39 0.006753630

40 0.006927398

41 0.007101196

42 0.007275025

43 0.007448883

44 0.007622772

45 0.007796690

46 0.007970639

47 0.008144617

48 0.008318626

49 0.008492664

50 0.008666733

51 0.008840831

52 0.009014960

53 0.009189119

54 0.009363308

55 0.009537527

56 0.009711776

57 0.009886055

58 0.010060364

59 0.010234703

60 0.010409072

61 0.010583471

62 0.010757901

63 0.010932361

64 0.011106850

65 0.011281370

66 0.011455920

67 0.011630500

68 0.011805110

69 0.011979751

70 0.012154421

71 0.012329122

72 0.012503852

73 0.012678613

74 0.012853404

75 0.013028226

76 0.013203077

77 0.013377959

78 0.013552871

79 0.013727813

80 0.013902785

81 0.014077787

82 0.014252820

83 0.014427883

84 0.014602976

85 0.014778099

86 0.014953252

87 0.015128436

88 0.015303650

89 0.015478894

90 0.015654169

91 0.015829473

92 0.016004808

93 0.016180174

94 0.016355569

95 0.016530995

96 0.016706451

97 0.016881937

98 0.017057454

99 0.017233001

100 0.017408578

101 0.017584185

102 0.017759823

103 0.017935491

104 0.018111190

105 0.018286919

106 0.018462678

107 0.018638467

108 0.018814287

109 0.018990137

110 0.019166018

111 0.019341928

112 0.019517870

113 0.019693841

114 0.019869843

115 0.020045875

116 0.020221938

117 0.020398031

118 0.020574155

119 0.020750309

120 0.020926493

121 0.021102708

122 0.021278953

123 0.021455228

124 0.021631534

125 0.021807871

126 0.021984238

127 0.022160635

128 0.022337063

129 0.022513521

130 0.022690009

131 0.022866528

132 0.023043078

133 0.023219658

134 0.023396269

135 0.023572910

136 0.023749581

137 0.023926283

138 0.024103016

139 0.024279779

140 0.024456572

141 0.024633396

142 0.024810251

143 0.024987136

144 0.025164051

145 0.025340997

146 0.025517974

147 0.025694981

148 0.025872019

149 0.026049087

150 0.026226186

151 0.026403316

152 0.026580476

153 0.026757666

154 0.026934887

155 0.027112139

156 0.027289422

157 0.027466735

158 0.027644078

159 0.027821452

160 0.027998857

161 0.028176293

162 0.028353759

163 0.028531255

164 0.028708783

165 0.028886341

166 0.029063929

167 0.029241548

168 0.029419198

169 0.029596879

170 0.029774590

171 0.029952332

172 0.030130105

173 0.030307908

174 0.030485742

175 0.030663607

176 0.030841502

177 0.031019428

178 0.031197385

179 0.031375372

180 0.031553390

181 0.031731439

182 0.031909519

183 0.032087629

184 0.032265771

185 0.032443943

186 0.032622145

187 0.032800379

188 0.032978643

189 0.033156938

190 0.033335263

191 0.033513620

192 0.033692007

193 0.033870425

194 0.034048874

195 0.034227354

196 0.034405864

197 0.034584406

198 0.034762978

199 0.034941581

200 0.035120214

201 0.035298879

202 0.035477574

203 0.035656301

204 0.035835058

205 0.036013846

206 0.036192665

207 0.036371514

208 0.036550395

209 0.036729306

210 0.036908249

211 0.037087222

212 0.037266226

213 0.037445261

214 0.037624327

215 0.037803424

216 0.037982551

217 0.038161710

218 0.038340899

219 0.038520120

220 0.038699371

221 0.038878654

222 0.039057967

223 0.039237311

224 0.039416686

225 0.039596093

226 0.039775530

227 0.039954998

228 0.040134497

229 0.040314027

230 0.040493588

231 0.040673180

232 0.040852803

233 0.041032457

234 0.041212142

235 0.041391858

236 0.041571605

237 0.041751384

238 0.041931193

239 0.042111033

240 0.042290904

241 0.042470806

242 0.042650740

243 0.042830704

244 0.043010699

245 0.043190726

246 0.043370784

247 0.043550872

248 0.043730992

249 0.043911143

250 0.044091325

251 0.044271538

252 0.044451782

253 0.044632057

254 0.044812363

255 0.044992701

256 0.045173070

257 0.045353469

258 0.045533900

259 0.045714362

260 0.045894855

261 0.046075380

262 0.046255935

263 0.046436522

264 0.046617140

265 0.046797789

266 0.046978469

267 0.047159180

268 0.047339923

269 0.047520696

270 0.047701501

271 0.047882337

272 0.048063205

273 0.048244103

274 0.048425033

275 0.048605994

276 0.048786986

277 0.048968010

278 0.049149065

279 0.049330151

280 0.049511268

281 0.049692417

282 0.049873596

283 0.050054807

284 0.050236050

285 0.050417323

286 0.050598628

287 0.050779964

288 0.050961332

289 0.051142731

290 0.051324161

291 0.051505622

292 0.051687115

293 0.051868639

294 0.052050195

295 0.052231781

296 0.052413399

297 0.052595049

298 0.052776730

299 0.052958442

300 0.053140185

301 0.053321960

302 0.053503766

303 0.053685604

304 0.053867473

305 0.054049373

306 0.054231305

307 0.054413268

308 0.054595263

309 0.054777289

310 0.054959347

311 0.055141435

312 0.055323556

313 0.055505707

314 0.055687891

315 0.055870105

316 0.056052351

317 0.056234629

318 0.056416938

319 0.056599278

320 0.056781650

321 0.056964054

322 0.057146489

323 0.057328955

324 0.057511453

325 0.057693982

326 0.057876543

327 0.058059135

328 0.058241759

329 0.058424415

330 0.058607102

331 0.058789820

332 0.058972570

333 0.059155352

334 0.059338165

335 0.059521010

336 0.059703886

337 0.059886794

338 0.060069733

339 0.060252704

340 0.060435706

341 0.060618741

342 0.060801806

343 0.060984904

344 0.061168032

345 0.061351193

346 0.061534385

347 0.061717609

348 0.061900864

349 0.062084151

350 0.062267470

351 0.062450820

352 0.062634202

353 0.062817616

354 0.063001061

355 0.063184538

356 0.063368046

357 0.063551587

358 0.063735158

359 0.063918762

360 0.064102397

361 0.064286064

362 0.064469763

363 0.064653493

364 0.064837256

365 0.065021049

366 0.065204875

367 0.065388732

368 0.065572621

369 0.065756542

370 0.065940494

371 0.066124479


Rev. Rul. 95-77, 1995-2 C.B. 122, 1995-47 I.R.B. 6