Internal Revenue Service
Revenue Ruling
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smRev. Rul. 2004-54
Rev. Rul. 2004-54, 2004-23 I.R.B. 1024
Internal Revenue Service (I.R.S.)
Revenue Ruling
FEDERAL RATES; ADJUSTED FEDERAL RATES; ADJUSTED FEDERAL LONG-TERM RATE
AND THE LONG-TERM EXEMPT RATE
Released: May 19, 2004
Published: June 7, 2004
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 June 2004.
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 June 2004.
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 June 2004.
Section 1288.--Treatment of Original Issue Discount on Tax-Exempt Obligations
The adjusted applicable federal short-term, mid-term, and long-term rates are set forth for the month of June 2004.
Section 7520.--Valuation Tables
The adjusted applicable federal short-term, mid-term, and long-term rates are set forth for the month of June 2004.
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 June 2004.
Section 1274.--Determination of Issue Price in the Case of Certain Debt Instruments Issued for Property
(Also sections 280G, 382, 412, 467, 468, 482, 483, 642.)
Federal rates; adjusted federal rates; adjusted federal long-term rate and the long-term exempt rate. For purposes of sections 382, 642, 1274, 1288, and other sections of the Code, tables set forth the rates for June 2004.
Federal rates; adjusted federal rates; adjusted federal long-term rate and the long-term exempt rate. For purposes of sections 382, 642, 1274, 1288, and other sections of the Code, tables set forth the rates for June 2004.
This revenue ruling provides various prescribed rates for federal income tax purposes for June 2004 (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 annuity, an interest for life or for a term of years, or a remainder or a reversionary interest for purposes of section 7520.
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REV. RUL. 2004-54 TABLE 1
Applicable Federal Rates (AFR) for June 2004
Period for Compounding
Annual Semiannual Quarterly Monthly
Short-Term
AFR 1.98% 1.97% 1.97% 1.96%
110% AFR 2.18% 2.17% 2.16% 2.16%
120% AFR 2.37% 2.36% 2.35% 2.35%
130% AFR 2.58% 2.56% 2.55% 2.55%
Mid-Term
AFR 3.89% 3.85% 3.83% 3.82%
110% AFR 4.28% 4.24% 4.22% 4.20%
120% AFR 4.67% 4.62% 4.59% 4.58%
130% AFR 5.07% 5.01% 4.98% 4.96%
150% AFR 5.86% 5.78% 5.74% 5.71%
175% AFR 6.85% 6.74% 6.68% 6.65%
Long-Term
AFR 5.20% 5.13% 5.10% 5.08%
110% AFR 5.72% 5.64% 5.60% 5.57%
120% AFR 6.25% 6.16% 6.11% 6.08%
130% AFR 6.78% 6.67% 6.62% 6.58%
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REV. RUL. 2004-54 TABLE 2
Rates Under Section 382 for June 2004
Period for Compounding
Annual Semiannual Quarterly Monthly
Short-term adjusted AFR 1.61% 1.60% 1.60% 1.59%
Mid-term adjusted AFR 3.06% 3.04% 3.03% 3.02%
Long-term adjusted AFR 4.62% 4.57% 4.54% 4.53%
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REV. RUL. 2004-54 TABLE 3
Rates Under Section 382 for June 2004
Adjusted federal long-term rate for the current month 4.62%
Long-term tax-exempt rate for ownership changes during the current month 4.62%
(the highest of the adjusted federal long-term rates for the current
month and the prior two months.)
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REV. RUL. 2004-54 TABLE 4
Appropriate Percentages Under Section 42(b)(2) for June 2004
Appropriate percentage for the 70% present value low-income housing 8.06%
credit
Appropriate percentage for the 30% present value low-income housing 3.45%
credit
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REV. RUL. 2004-54 TABLE 5
Rate Under Section 7520 for June 2004
Applicable federal rate for determining the present value of an annuity, 4.6%
an interest for life or a term of years, or a remainder or reversionary
interest
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Rev. Rul. 2004-54, 2004-23 I.R.B. 1024