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View Full Version : 2003 # 51: Taxation


Avi
04-29-2005, 02:44 PM
Below is the first part of Question #51.

I understand how to find RTI and thus RIT.

My question is in finding the AMT, I thought you add in 75% of the tax exempt funds. In this case it would first be 75% of the DRD which itself is 70% of 5% of 40M or 75% of 1.19 M.

The next thing should be 75% of the Non-Pro-Rated Tax-exempt investment income or 75% of 85% of 6M (120M * .05) since 15% of that was added into RTI.

The answer does not seem to include that.

Why?

Avi
04-29-2005, 02:49 PM
The official answer is pasted below.

REX
04-29-2005, 03:25 PM
The second sentence of the problem says to assume ACE = Statutory Surplus.

Avi
04-29-2005, 03:47 PM
You mean we are supposed to READ the problems?!?!? :oops:

Absent that statement, was my understaning correct?