ADMINISTRATIVE NOTICE 96-23 SUBJECT: Business Franchise Tax and Corporation Net Income Tax -- Financial Organizations -- Method of filing. Special Rule allows financial organizations to file consolidated returns for taxable years beginning after December 31, 1990. Returns for 1991 and 1992 due July 1, 1996. Out-of-state financial organizations which are part of an affiliated group of corporations that file a consolidated federal income tax return may now elect to file consolidated West Virginia business franchise tax ("WVBFT") returns and consolidated West Virginia corporation net income tax ("WVCNIT") returns as provided in Senate Bill 129. This change is effective for taxable years beginning after December 31, 1995. For taxable years that began after December 31, 1990, but before January 1, 1996, out-of state financial organizations doing business in West Virginia were required to file WVBFT and WVCNIT returns on a separate return basis even though the financial organization filed as part of an affiliated group for federal income tax purposes. SB 129 allows these financial organizations to now join in filing consolidated WVBFT returns and consolidated WVCNIT returns for those years. Where the 3-year statute of limitations on filing an amended return has expired or will expire before July 1, 1996, taxpayers who elect to file on a consolidated basis must file consolidated returns for those years by July 1, 1996. Amended Return SB 129 Special Calendar Year Return Due Due Rule Due Date 1991 March 15, 1992 March 15, 1995 July 1, 1996 1992 March 15, 1993 March 15, 1996 July 1, 1996 1993 March 15, 1994 March 15, 1997 NA 1994 March 15, 1995 March 15, 1998 NA 1995 March 15, 1996 March 15, 1999 NA NOTE: If return was filed, under an extension of time, by the extended due date, the 3-year rule is calculated from the date the return was filed. Financial organizations which have their commercial domicile in West Virginia were previously allowed to file consolidated returns or combined returns only when all corporations included in the consolidated or combined WVBFT and WVCNIT returns had their commercial domicile in West Virginia. These financial organizations may also review returns they filed for 1991 through 1995 and may elect to file on a separate return basis (if they previously filed on a consolidated or combined return basis) or file on a consolidated basis (if they previously filed on a separate return basis or a combined return basis). When the time period for filing amended returns has expired, the amended returns must be filed by July 1, 1996. Financial organizations which desire to file consolidated WVBFT returns and consolidated WVCNIT returns for taxable years beginning after December 31, 1990, must determine the West Virginia capital and the West Virginia taxable income of the affiliated group using the methodology set forth in SB 129. These new rules and instructions for preparing consolidated returns using those rules are set forth in publication TSD 397. ISSUED: May ___, 1996 James H. Paige III Secretary/Tax Commissioner For additional information, please write or call: W. Va. Dept. of Tax and Revenue Operator on Duty 8:30 am - 4:30 pm Taxpayer Services Division Monday through Friday P. O. Box 3784 Telephones: (304) 558-3333 or Charleston, WV 25337-3784 1-800-982-8297 (within W. Va. only) Telecopier: (304) 558-3269 TDD Service for the hearing impaired: 1-800-282-9833