Laws: Cases and Codes : U.S. Code : Title 26 : Section 4261


   
U.S. Code as of: 01/19/04
Section 4261. Imposition of tax

    (a) In general
      There is hereby imposed on the amount paid for taxable
    transportation of any person a tax equal to 7.5 percent of the
    amount so paid.
    (b) Domestic segments of taxable transportation
      (1) In general
        There is hereby imposed on the amount paid for each domestic
      segment of taxable transportation by air a tax in the amount
      determined in accordance with the following table for the period
      in which the segment begins:


                   In the case of segments                    2The tax  
                         beginning:                              is:    
    --------------------------------------------------------------------
      After September 30, 1997, and before October 1, 19           $1.00
      After September 30, 1998, and before October 1, 19           $2.00
      After September 30, 1999, and before January 1, 20           $2.25
      During 2000                                                  $2.50
      During 2001                                                  $2.75
      During 2002 or thereafter                                   $3.00.
    --------------------------------------------------------------------

      (2) Domestic segment
        For purposes of this section, the term "domestic segment" means
      any segment consisting of 1 takeoff and 1 landing and which is
      taxable transportation described in section 4262(a)(1).
      (3) Changes in segments by reason of rerouting
        If - 
          (A) transportation is purchased between 2 locations on
        specified flights, and
          (B) there is a change in the route taken between such 2
        locations which changes the number of domestic segments, but
        there is no change in the amount charged for such
        transportation,

      the tax imposed by paragraph (1) shall be determined without
      regard to such change in route.
    (c) Use of international travel facilities
      (1) In general
        There is hereby imposed a tax of $12.00 on any amount paid
      (whether within or without the United States) for any
      transportation of any person by air, if such transportation
      begins or ends in the United States.
      (2) Exception for transportation entirely taxable under
        subsection (a)
        This subsection shall not apply to any transportation all of
      which is taxable under subsection (a) (determined without regard
      to sections 4281 and 4282).
      (3) Special rule for Alaska and Hawaii
        In any case in which the tax imposed by paragraph (1) applies
      to a domestic segment beginning or ending in Alaska or Hawaii,
      such tax shall apply only to departures and shall be at the rate
      of $6.
    (d) By whom paid
      Except as provided in section 4263(a), the taxes imposed by this
    section shall be paid by the person making the payment subject to
    the tax.
    (e) Special rules
      (1) Segments to and from rural airports
        (A) Exception from segment tax
          The tax imposed by subsection (b)(1) shall not apply to any
        domestic segment beginning or ending at an airport which is a
        rural airport for the calendar year in which such segment
        begins or ends (as the case may be).
        (B) Rural airport
          For purposes of this paragraph, the term "rural airport"
        means, with respect to any calendar year, any airport if - 
            (i) there were fewer than 100,000 commercial passengers
          departing by air during the second preceding calendar year
          from such airport, and
            (ii) such airport - 
              (I) is not located within 75 miles of another airport
            which is not described in clause (i), or
              (II) is receiving essential air service subsidies as of
            the date of the enactment of this paragraph.
        (C) No phasein of reduced ticket tax
          In the case of transportation beginning before October 1,
        1999 - 
          (i) In general
            Paragraph (5) shall not apply to any domestic segment
          beginning or ending at an airport which is a rural airport
          for the calendar year in which such segment begins or ends
          (as the case may be).
          (ii) Transportation involving multiple segments
            In the case of transportation involving more than 1
          domestic segment at least 1 of which does not begin or end at
          a rural airport, the 7.5 percent rate applicable by reason of
          clause (i) shall be applied by taking into account only an
          amount which bears the same ratio to the amount paid for such
          transportation as the number of specified miles in domestic
          segments which begin or end at a rural airport bears to the
          total number of specified miles in such transportation.
      (2) Amounts paid outside the United States
        In the case of amounts paid outside the United States for
      taxable transportation, the taxes imposed by subsections (a) and
      (b) shall apply only if such transportation begins and ends in
      the United States.
      (3) Amounts paid for right to award free or reduced rate air
        transportation
        (A) In general
          Any amount paid (and the value of any other benefit provided)
        to an air carrier (or any related person) for the right to
        provide mileage awards for (or other reductions in the cost of)
        any transportation of persons by air shall be treated for
        purposes of subsection (a) as an amount paid for taxable
        transportation, and such amount shall be taxable under
        subsection (a) without regard to any other provision of this
        subchapter.
        (B) Controlled group
          For purposes of subparagraph (A), a corporation and all
        wholly owned subsidiaries of such corporation shall be treated
        as 1 corporation.
        (C) Regulations
          The Secretary shall prescribe rules which reallocate items of
        income, deduction, credit, exclusion, or other allowance to the
        extent necessary to prevent the avoidance of tax imposed by
        reason of this paragraph. The Secretary may prescribe rules
        which exclude from the tax imposed by subsection (a) amounts
        attributable to mileage awards which are used other than for
        transportation of persons by air.
      (4) Inflation adjustment of dollar rates of tax
        (A) In general
          In the case of taxable events in a calendar year after the
        last nonindexed year, the $3.00 amount contained in subsection
        (b) and each dollar amount contained in subsection (c) shall be
        increased by an amount equal to - 
            (i) such dollar amount, multiplied by
            (ii) the cost-of-living adjustment determined under section
          1(f)(3) for such calendar year by substituting the year
          before the last nonindexed year for "calendar year 1992" in
          subparagraph (B) thereof.

        If any increase determined under the preceding sentence is not
        a multiple of 10 cents, such increase shall be rounded to the
        nearest multiple of 10 cents.
        (B) Last nonindexed year
          For purposes of subparagraph (A), the last nonindexed year is
        - 
            (i) 2002 in the case of the $3.00 amount contained in
          subsection (b), and
            (ii) 1998 in the case of the dollar amounts contained in
          subsection (c).
        (C) Taxable event
          For purposes of subparagraph (A), in the case of the tax
        imposed (!1) subsection (b), the beginning of the domestic
        segment shall be treated as the taxable event.

        (D) Special rule for amounts paid for domestic segments
          beginning after 2002
          If an amount is paid during a calendar year for a domestic
        segment beginning in a later calendar year, then the rate of
        tax under subsection (b) on such amount shall be the rate in
        effect for the calendar year in which such amount is paid.
      (5) Rates of ticket tax for transportation beginning before
        October 1, 1999
        Subsection (a) shall be applied by substituting for "7.5
      percent" - 
          (A) "9 percent" in the case of transportation beginning after
        September 30, 1997, and before October 1, 1998, and
          (B) "8 percent" in the case of transportation beginning after
        September 30, 1998, and before October 1, 1999.
    (f) Exemption for certain helicopter uses
      No tax shall be imposed under subsection (a) or (b) on air
    transportation by helicopter for the purpose of - 
        (1) transporting individuals, equipment, or supplies in the
      exploration for, or the development or removal of, hard minerals,
      oil, or gas, or
        (2) the planting, cultivation, cutting, or transportation of,
      or caring for, trees (including logging operations),

    but only if the helicopter does not take off from, or land at, a
    facility eligible for assistance under the Airport and Airway
    Development Act of 1970, or otherwise use services provided
    pursuant to section 44509 or 44913(b) or subchapter I of chapter
    471 of title 49, United States Code, during such use. In the case
    of helicopter transportation described in paragraph (1), this
    subsection shall be applied by treating each flight segment as a
    distinct flight.
    (g) Exemption for air ambulances providing certain emergency
      medical transportation
      No tax shall be imposed under this section or section 4271 on any
    air transportation for the purpose of providing emergency medical
    services - 
        (1) by helicopter, or
        (2) by a fixed-wing aircraft equipped for and exclusively
      dedicated on that flight to acute care emergency medical
      services.
    (h) Exemption for skydiving uses
      No tax shall be imposed by this section or section 4271 on any
    air transportation exclusively for the purpose of skydiving.
    (i) Application of taxes
      (1) In general
        The taxes imposed by this section shall apply to - 
          (A) transportation beginning during the period - 
            (i) beginning on the 7th day after the date of the
          enactment of the Airport and Airway Trust Fund Tax
          Reinstatement Act of 1997, and
            (ii) ending on September 30, 2007, and

          (B) amounts paid during such period for transportation
        beginning after such period.
      (2) Refunds
        If, as of the date any transportation begins, the taxes imposed
      by this section would not have applied to such transportation if
      paid for on such date, any tax paid under paragraph (1)(B) with
      respect to such transportation shall be treated as an
      overpayment.



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