Internal Revenue Service
Revenue Ruling

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Rev. Rul. 2001-22; 2001-19 I.R.B. 1152

FEDERAL RATES; ADJUSTED FEDERAL RATES; ADJUSTED FEDERAL LONG-TERM RATE, AND THE LONG-TERM EXEMPT RATE

Released: April 20, 2001

Published: May 7, 2001

Section 42.--Low-Income Housing Credit
  The adjusted applicable federal short-term, mid-term and long-term rates are set forth for the month of May 2001.
Section 280G.--Golden Parachute Payments
  Federal short-term, mid-term, and long-term rates are set forth for the month of May 2001.
Section 382.--Limitation on Net Operating Loss Carryforwards and Certain Built- In Losses Following Ownership Change
  The adjusted applicable federal long-term rate is set forth for the month of May 2001.
Section 467.--Certain Payments for the Use of Property or Services
  The adjusted applicable federal short-term, mid-term, and long-term rates are set forth for the month of May 2001.
Section 468.--Special Rules for Mining and Solid Waste Reclamation and Closing Costs
  The adjusted applicable federal short-term, mid-term, and long-term rates are set forth for the month of May 2001.
Section 482.--Allocation of Income and Deductions Among Taxpayers
  Federal short-term, mid-term, and long-term rates are set forth for the month of May 2001.
Section 483.--Interest on Certain Deferred Payments
  The adjusted applicable federal short-term, mid-term, and long-term rates are set forth for the month of May 2001.
Section 642.--Special Rules for Credits and Deductions
  Federal short-term, mid-term, and long-term rates are set forth for the month of May 2001.
Section 807.--Rules for Certain Reserves
  The adjusted applicable federal short-term, mid-term, and long-term rates are set forth for the month of May 2001.
Section 846.--Discounted Unpaid Losses Defined
  The adjusted applicable federal short-term, mid-term, and long-term rates are set forth for the month of May 2001.
Section 1288.--Treatment of Original Issue Discounts on Tax-Exempt Obligations
  The adjusted applicable federal short-term, mid-term, and long-term rates are set forth for the month of May 2001.
Section 7520.--Valuation Tables
  The adjusted applicable federal short-term, mid-term, and long-term rates are set forth for the month of May 2001.
Section 7872.--Treatment of Loans with Below-Market Interest Rates
  The adjusted applicable federal short-term, mid-term, and long-term rates are set forth for the month of May 2001.
Section 1274.--Determination of Issue Price in the Case of Certain Debt Instruments Issued for Property
  Federal rates; adjusted federal rates; adjusted federal long-term rate, and the long-term exempt rate. For purposes of sections 382, 1274, 1288, and other sections of the Code, tables set forth the rates for May 2001.
  Federal rates; adjusted federal rates; adjusted federal long-term rate, and the long-term exempt rate. For purposes of sections 382, 1274, 1288, and other sections of the Code, tables set forth the rates for May 2001.
  This revenue ruling provides various prescribed rates for federal income tax purposes for May 2001 (the current month). Table 1 contains the short-term, mid-term, and long-term applicable federal rates (AFR) for the current month for purposes of section 1274(d) of the Internal Revenue Code. Table 2 contains the short-term, mid-term, and long-term adjusted applicable federal rates (adjusted AFR) for the current month for purposes of section 1288(b). Table 3 sets forth the adjusted federal long-term rate and the long-term tax- exempt rate described in section 382(f). Table 4 contains the appropriate percentages for determining the low-income housing credit described in section 42(b)(2) for buildings placed in service during the current month. Finally, Table 5 contains the federal rate for determining the present value of an annuity, an interest for life or for a term of years, or a remainder or a reversionary interest for purposes of section 7520.

             REV. RUL. 2001-22 TABLE 1             
    Applicable Federal Rates (AFR) for May 2001    
              Period for Compounding                
            Annual   Semiannual  Quarterly  Monthly
Short-Term                                         
            AFR    4.25%       4.21%      4.19%    4.17%
  110% AFR    4.68%       4.63%      4.60%    4.59%
  120% AFR    5.11%       5.05%      5.02%    5.00%
  130% AFR    5.54%       5.47%      5.43%    5.41%
                                                   
  Mid-Term                                         
            AFR    4.77%       4.71%      4.68%    4.66%
  110% AFR    5.25%       5.18%      5.15%    5.12%
  120% AFR    5.73%       5.65%      5.61%    5.58%
  130% AFR    6.21%       6.12%      6.07%    6.04%
  150% AFR    7.19%       7.07%      7.01%    6.97%
  175% AFR    8.41%       8.24%      8.16%    8.10%
                                                   
 Long-Term                                         
       AFR    5.43%       5.36%      5.32%    5.30%
  110% AFR    5.99%       5.90%      5.86%    5.83%
  120% AFR    6.53%       6.43%      6.38%    6.35%
  130% AFR    7.09%       6.97%      6.91%    6.87%

                   REV. RUL. 2001-22 TABLE 2                   
                   Adjusted AFR for May 2001                    
                    Period for Compounding                     
                         Annual  Semiannual  Quarterly  Monthly
Short-term adjusted AFR  3.34%   3.31%       3.30%      3.29%  
                                                               
Mid-term adjusted AFR    3.89%   3.85%       3.83%      3.82%  
                                                               
Long-term adjusted AFR   4.89%   4.83%       4.80%      4.78%  

                           REV. RUL. 2001-22 TABLE 3                           
                     Rates Under Section 382 for May 2001                      
Adjusted federal long-term rate for the current month                     4.89%
Long-term tax-exempt rate for ownership changes during the current month  4.89%
  (the highest of the adjusted federal long-term rates for the current         
  month and the prior two months.)                                             

                           REV. RUL. 2001-22 TABLE 4                           
          Appropriate Percentages Under Section 42(b)(2) for May 2001          
Appropriate percentage for the 70% present value low-income housing       8.19%
  credit                                                                       
Appropriate percentage for the 30% present value low-income housing       3.51%
  credit                                                                       

                           REV. RUL. 2001-22 TABLE 5                           
                     Rate Under Section 7520 for May 2001                      
Applicable federal rate for determining the present value of an annuity,   5.8%
  an interest for life or a term of years, or a remainder or reversionary      
  interest                                                                     

Rev. Rul. 2001-22, 2001-19 I.R.B. 1152