Rev. Rul. 96-55
1996-2 C.B. 57, 1996-49 I.R.B. 4

INTERNAL REVENUE SERVICE
Revenue Ruling

1996 BASE PERIOD T-BILL RATE

Published: December 2, 1996

Section 995. - Taxation of DISC Income to Shareholders
1996 base period T-bill rate. The "base period T-bill rate" for the period ending September 30, 1996, is published, as required by Code section 995(f)(4).

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, 1996, is 5.51 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 1996 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; Rev. Rul. 94-68, 1994-2 C.B. 177: and Rev. Rul. 95-77, 1995-2 C.B. 122.

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


1996 ANNUAL RATE, COMPOUNDED DAILY
DAYS / 5.51 PERCENT FACTOR DAYS / 5.51 PERCENT FACTOR DAYS / 5.51 PERCENT FACTOR
1 .000150546

2 .000301116

3 .000451707

4 .000602322

5 .000752959

6 .000903619

7 .001054301

8 .001205006

9 .001355734

10 .001506485

11 .001657258

12 .001808054

13 .001958873

14 .002109714

15 .002260578

16 .002411465

17 .002562374

18 .002713306

19 .002864261

20 .003015239

21 .003166239

22 .003317263

23 .003468308

24 .003619377

25 .003770468

26 .003921582

27 .004072719

28 .004223879

29 .004375061

30 .004526266

31 .004677494

32 .004828745

33 .004980018

34 .005131314

35 .005282633

36 .005433975

37 .005585340

38 .005736727

39 .005888137

40 .006039570

41 .006191025

42 .006342504

43 .006494005

44 .006645529

45 .006797076

46 .006948646

47 .007100239

48 .007251854

49 .007403492

50 .007555153

51 .007706837

52 .007858544

53 .008010273

54 .008162026

55 .008313801

56 .008465599

57 .008617420

58 .008769263

59 .008921130

60 .009073020

61 .009224932

62 .009376867

63 .009528825

64 .009680806

65 .009832810

66 .009984837

67 .010136886

68 .010288959

69 .010441054

70 .010593173

71 .010745314

72 .010897478

73 .011049665

74 .011201875

75 .011354108

76 .011506364

77 .011658642

78 .011810944

79 .011963268

80 .012115616

81 .012267986

82 .012420380

83 .012572796

84 .012725235

85 .012877697

86 .013030183

87 .013182691

88 .013335222

89 .013487776

90 .013640353

91 .013792953

92 .013945576

93 .014098222

94 .014250890

95 .014403582

96 .014556297

97 .014709035

98 .014861796

99 .015014580

100 .015167387

101 .015320216

102 .015473069

103 .015625945

104 .015778844

105 .015931766

106 .016084711

107 .016237679

108 .016390670

109 .016543684

110 .016696721

111 .016849781

112 .017002864

113 .017155970

114 .017309099

115 .017462252

116 .017615427

117 .017768625

118 .017921847

119 .018075091

120 .018228359

121 .018381650

122 .018534963

123 .018688300

124 .018841660

125 .018995043

126 .019148449

127 .019301878

128 .019455331

129 .019608806

130 .019762304

131 .019915826

132 .020069371

133 .020222939

134 .020376529

135 .020530144

136 .020683781

137 .020837441

138 .020991124

139 .021144831

140 .021298561

141 .021452314

142 .021606090

143 .021759889

144 .021913711

145 .022067557

146 .022221425

147 .022375317

148 .022529232

149 .022683170

150 .022837132

151 .022991116

152 .023145124

153 .023299155

154 .023453209

155 .023607286

156 .023761386

157 .023915510

158 .024069657

159 .024223827

160 .024378020

161 .024532237

162 .024686476

163 .024840739

164 .024995025

165 .025149335

166 .025303667

167 .025458023

168 .025612402

169 .025766804

170 .025921230

171 .026075679

172 .026230151

173 .026384646

174 .026539165

175 .026693707

176 .026848272

177 .027002860

178 .027157472

179 .027312107

180 .027466765

181 .027621446

182 .027776151

183 .027930879

184 .028085630

185 .028240405

186 .028395203

187 .028550024

188 .028704869

189 .028859737

190 .029014628

191 .029169542

192 .029324480

193 .029479441

194 .029634426

195 .029789433

196 .029944465

197 .030099519

198 .030254597

199 .030409698

200 .030564823

201 .030719970

202 .030875142

203 .031030336

204 .031185554

205 .031340796

206 .031496060

207 .031651348

208 .031806660

209 .031961995

210 .032117353

211 .032272734

212 .032428139

213 .032583568

214 .032739020

215 .032894495

216 .033049993

217 .033205515

218 .033361061

219 .033516630

220 .033672222

221 .033827838

222 .033983477

223 .034139139

224 .034294825

225 .034450535

226 .034606268

227 .034762024

228 .034917804

229 .035073607

230 .035229433

231 .035385284

232 .035541157

233 .035697054

234 .035852975

235 .036008919

236 .036164886

237 .036320877

238 .036476891

239 .036632929

240 .036788991

241 .036945076

242 .037101184

243 .037257316

244 .037413471

245 .037569650

246 .037725853

247 .037882079

248 .038038328

249 .038194601

250 .038350898

251 .038507218

252 .038663561

253 .038819928

254 .038976319

255 .039132733

256 .039289171

257 .039445632

258 .039602117

259 .039758625

260 .039915157

261 .040071713

262 .040228292

263 .040384895

264 .040541521

265 .040698171

266 .040854844

267 .041011541

268 .041168262

269 .041325006

270 .041481774

271 .041638565

272 .041795380

273 .041952219

274 .042109081

275 .042265967

276 .042422876

277 .042579809

278 .042736766

279 .042893746

280 .043050750

281 .043207778

282 .043364829

283 .043521904

284 .043679002

285 .043836125

286 .043993270

287 .044150440

288 .044307633

289 .044464850

290 .044622090

291 .044779354

292 .044936642

293 .045093954

294 .045251289

295 .045408648

296 .045566030

297 .045723437

298 .045880867

299 .046038320

300 .046195798

301 .046353299

302 .046510823

303 .046668372

304 .046825944

305 .046983540

306 .047141160

307 .047298803

308 .047456470

309 .047614161

310 .047771876

311 .047929614

312 .048087376

313 .048245162

314 .048402971

315 .048560805

316 .048718662

317 .048876543

318 .049034447

319 .049192376

320 .049350328

321 .049508304

322 .049666304

323 .049824327

324 .049982375

325 .050140446

326 .050298541

327 .050456659

328 .050614802

329 .050772968

330 .050931158

331 .051089372

332 .051247610

333 .051405872

334 .051564157

335 .051722466

336 .051880799

337 .052039156

338 .052197537

339 .052355942

340 .052514370

341 .052672822

342 .052831299

343 .052989799

344 .053148322

345 .053306870

346 .053465442

347 .053624037

348 .053782657

349 .053941300

350 .054099967

351 .054258658

352 .054417373

353 .054576112

354 .054734874

355 .054893661

356 .055052471

357 .055211306

358 .055370164

359 .055529046

360 .055687953

361 .055846883

362 .056005837

363 .056164815

364 .056323816

365 .056482842

366 .056641892

367 .056800966

368 .056960063

369 .057119185

370 .057278330

371 .057437500


Rev. Rul. 96-55, 1996-2 C.B. 57, 1996-49 I.R.B. 4