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Conference unifix::sailing

Title:SAILING
Notice:Please read Note 2.* before participating in this conference
Moderator:UNIFIX::BERENS
Created:Wed Jul 01 1992
Last Modified:Mon Jun 02 1997
Last Successful Update:Fri Jun 06 1997
Number of topics:2299
Total number of notes:20724

975.0. "Tax?" by ABE::HASKELL () Fri Sep 09 1988 16:33

    Additional information needed.
    
    In buying this documented boat in Maine and wintering it in New
    Hampshire, what will be the tax requirements if I bring it into
    Mass. next year. I will have owned it for eight months prior to
    bringing it Mass.
    
    I am wondering about the Use/Sales tax angle.
    
    Thanks
    
    Paul

T.RTitleUserPersonal
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DateLines
975.2Sailing with Sartre: No ExitCDR::SPENCERJohn SpencerTue Sep 13 1988 11:3544
[This replaces .1, which was slightly mangled when the network blipped a
couple times during transmission to MSCSSE.] 

>>>    In buying this documented boat in Maine and wintering it in New
>>>    Hampshire, what will be the tax requirements if I bring it into
>>>    Mass. next year. I will have owned it for eight months prior to
>>>    bringing it Mass.
    
If you (ever) bring it to MA and can't prove you've paid sales tax on it 
*some*where, MA tax folks will make you pay the 5% here.  I don't know if 
that would be on the price you paid, or on its value at the time you bring 
it here, by whatever method they might use to determine that. 

Having shuffled a boat back and forth between MA and ME for several years, 
the catch was where it was located as of July 1 of a given year.  If it
was in MA on July 1, then we were liable for MA excise tax.  Although my
father was legal co-owner, and possessor of the address-of-record in NH,
we always got a bill, and I always spent several days at Gloucester City
Hall getting it abated.  If you have a MA residence, I doubt you could get
out of it -- if the city/town of boat's location didn't tax you (most
likely they would), they'd then report the status back to the state, and
probably your home city/town would then assess you!  This has gotten a
whole bunch more efficient as the state learns to use its computers for
more than just writing up bills and mailing labels. 

BTW, one year when I was out of state with the boat on July 1 (in fact for 
almost all of that month), the fact that I had a local mooring caused them 
to assess me anyway!  Again, it was a hassle to convince them that we kept 
the boat mostly in Maine; they would not abate the excise tax until I 
could show them that a Maine excise tax had been paid!

Bottom line:  If your boat has signifcant value, and you keep it in more 
than one tax-paying state each year, consider setting things up so that you 
at least minimize your tax.  It seems MA will try to get you either way:

	o  If you sail in MA, but winter haul out of state, OR

	o  If you store in MA, but sail the season out of state.

Aaarrghh!

J.


975.3There are two taxesSALEM::MCWILLIAMSTue Sep 13 1988 14:4340
    Actually there are two taxes;
    
    1. The Sales/Use tax amounting to 5% of the sales value of the boat
       as determined by the Dept of Revenue or the sales receipt (which
       ever is higher). This is a one time tax.
    
    2. The excise tax which is $10 per thousand of the assessed value,
       and is due yearly. Part of the excise goes to the state and part
       to the municiplaity involved.
    
    The Sales/Use tax can be *WAIVED* if all the following conditions are
    met; 
    
      a. The Boat was bought outside of Massachesetts (i.e. no sales tax)
      b. The Boat was primarily used outside of Massachusetts for at
         least 6 months (i.e. primary use was not intended for MA).
      c. The person who bought the boat was not a resident of MA at
         the time of sale, and for at least 6 months.
    
    If the conditions are not met, the Dept of Revenue will give you credit
    for any Sales/Use taxes paid to other states up to a maximum of 5% of
    the value of the boat. 
    
    The second tax which is the excise tax is assessed yearly on the basis
    of where the boat if located as of the first of July. Owning a mooring
    is prima facie evidence that the boat was 'there' on July 1st. If this
    assumption was wrong, you can file an abatement with the local town's
    tax clerk, but be prepared to justify to the Harbormaster why you have
    the mooring if it is not being used. 
    
    Personally, I got the tax waived since I kept the boat in Portsmouth
    for the first year, before I (being a NH resident) brought the boat
    down to Newburyport. I have paid the excise tax each year that I have
    been there. I think the excise tax should be paid since it helps pay
    for the actions of Harbormaster and the extra costs to the town for
    maintaining the waterfront, for which I receive benefit (but of course
    I have a 15 yr old 25' sloop which runs only $53/year for taxes).
    
    /jim