Benefit Assessment Charge Information


INTEREST PORTION OF BENEFIT ASSESSMENT CHARGES

Calendar 2006


The St. Mary’s County Metropolitan Commission has investigated IRS Revenue Rule 75-455 and IRS Revenue Rule 9-201, and their applicability to the benefit assessment charges paid by our customers. At issue is whether the benefit assessment charge can be considered deductible for Federal Income Tax purposes on schedule A of an itemized return.

After studying the question, the Commission has concluded that it cannot make any representation that the deduction is legal or appropriate, but rather can simply notify its customers of the amount that is in question, i.e. the interest portion of their benefit assessment payment. With this information, individual customers should discuss this issue with their personal tax advisor for possible incorporation into their annual tax return.

The following percentages should be used in calculating the possible deductions:
 

Billing Code**   Percentage Of Total Paid In Year

29   67.51%
30   35.84%
31   67.51%
33   21.21%
34   28.83%
35   18.93%
36   53.98%
37  (Wicomico Shores Only)   40.66%
37  (All Other Locations)   34.71%
38   20.55%
39   38.44%
51   57.98%
53   5.39%
54  (Wicomico Shores Only)   38.44%
54  (All Other Locations)   27.23%

**The billing code appears on the front of the monthly bill to the left of the cost. Only these codes are to be used for Calculating the deduction.