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Hello. I am working on problem 16-39 in the book of Printice Hall\'s Federal Tax

ID: 2456985 • Letter: H

Question

Hello. I am working on problem 16-39 in the book of Printice Hall's Federal Taxation 2015 Corporations, Partnerships, Estates, and Trusts. It askes for the excess credit, howeber when I calculated the Credit limitation it was all higher that the foreign tax accrual. Wouldn't that meant hat there is no excess credit just excess limitation? Also, part d asks what measures should Tucson consider if it expects its current excess foreign tax credit position to persist in the long-run? I am not sure how to answer this? Here is the problem that is given to me:

Tucson, a U.S. corporation organized in Year 1, reports the following items for a three-year period.

                                    Year 1                    Year 2                   Year 3

Foreign tax accrual     $100,000               $120,000               $180,000

Foreign source taxable income    400,000                 300,000                 500,000

Worldwide taxable Income         1,000,000               1,000,000              1,000,000

The problem asks to find the credit limitation and the excess credit. and Then find the same thing but if 100,000 dollars were allocated to the foreign source income.

Explanation / Answer

Credit limit for Year 1:

Credit limit = taxable income from sources outside the United States/total taxable income from U.S. and foreign sources

Credit limit = 1,000,000/400,000

Credit limit = 2.5

Credit limit for Year 2:

Credit limit = taxable income from sources outside the United States/total taxable income from U.S. and foreign sources

Credit limit = 1,000,000/300,000

Credit limit = 3.34

Credit limit for Year 3:

Credit limit = taxable income from sources outside the United States/total taxable income from U.S. and foreign sources

Credit limit = 1,000,000/500,000

Credit limit = 2

Credit limit but if 100,000 dollars were allocated to the foreign source income:

Credit limit for Year 1:

Credit limit = taxable income from sources outside the United States/total taxable income from U.S. and foreign sources

Credit limit = 1,000,000/500,000

Credit limit = 2

Credit limit for Year 2:

Credit limit = taxable income from sources outside the United States/total taxable income from U.S. and foreign sources

Credit limit = 1,000,000/400,000

Credit limit = 2.5

Credit limit for Year 3:

Credit limit = taxable income from sources outside the United States/total taxable income from U.S. and foreign sources

Credit limit = 1,000,000/600,000

Credit limit = 1.67