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Morgan Stanley to take $1.25 billion hit in fourth-quarter from tax bill

Published 01/05/2018, 05:15 PM
© Reuters. The Morgan Stanley logo is displayed at the post where it is traded on the floor of the NYSE in New York
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By Diptendu Lahiri

(Reuters) - Morgan Stanley (N:MS) said on Friday it would take a $1.25 billion hit in its fourth-quarter earnings due to a cut in corporate tax rate as part of the U.S. tax code overhaul.

The net blow of the bill to the bank will include about a $1.4 billion net discrete tax provision, mainly due to the remeasurement of certain net deferred tax assets using the lowered corporate tax rate, the company said in a filing.

It would be offset by $160 million in other positive effects, Morgan Stanley added.

The sweeping tax code changes enacted in late December cuts the corporate tax rate to 21 percent from 35 percent and were expected to mean short-term pain, but long-term gain for U.S.-based corporations.

Scores of large companies, including big banks such as Citigroup (N:C) and JPMorgan Chase & Co (N:JPM), have socked away an estimated $2.8 trillion overseas in recent years.

The one-time tax on those earnings is expected to raise $339 billion in federal revenues over the coming decade, according to the Joint Committee on Taxation (JCT), a nonpartisan research arm of the U.S. Congress.

© Reuters. The Morgan Stanley logo is displayed at the post where it is traded on the floor of the NYSE in New York

Morgan Stanley's arch rival Goldman Sachs Group Inc (N:GS) had said on Dec. 29 it expects its fourth-quarter earnings to decrease by about $5 billion due to repatriation tax, the cost of moving money from foreign countries to the U.S., Goldman said in a filing.

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