Document Number
94-347
Tax Type
Corporation Income Tax
Description
Apportionment of income; Proceeds from deferred like-kind exchange
Topic
Allocation and Apportionment
Date Issued
11-18-1994
November 18, 1994



Re: §58.1-1821 Application: Corporate income taxes


Dear*************

This will reply to your letter of March 8, 1994, in which you have applied for correction of an assessment of additional corporate income taxes to***************(the "Taxpayer") for the taxable year ended September 30, 1991.

FACTS


The Taxpayer was audited, and an adjustment was made to include the proceeds from a deferred like-kind exchange in the sales factor. You contest this adjustment, and believe that the proceeds are not properly includable in either the numerator or denominator of the sales factor.

DETERMINATION


VR 630-3-408 provides, in pertinent part:
    • ...In order to be included in the numerator and denominator of each factor in the three-factor formula, property, payroll, and sales must meet two requirements .

      1. The property, payroll, and sales must be used to produce Virginia taxable income. Income or gain produced by the property. payroll, and sales must be included in federal taxable income and not subtracted in computing Virginia taxable income... (Emphasis added)
In the instant case, the department's auditor increased the numerator and denominator of the sales factor by the proceeds of a deferred like-kind exchange. However, because Internal Revenue Code § 1031 provides that no gain or loss is recognized on such a transaction, a like-kind exchange is not included in federal taxable income within the meaning of VR 630-3-408. Accordingly, the proceeds from a like-kind exchange are not properly included in the numerator or denominator of the sales factor for Virginia purposes.

To the extent that gain from such a transaction is partly included in federal taxable income, such as when taxable boot is received, it shall be included in the Virginia sales factor in the same year that it is included in federal taxable income.

Accordingly, the adjustment shall be reversed, and the assessment shall be abated.


Sincerely,




Danny M. Payne
Tax Commissioner

OTP/7753M

Rulings of the Tax Commissioner

Last Updated 08/25/2014 16:46