The reaction is generally performed in an aqueous solution at close to boiling. The first methylation of the amine begins with imine formation with formaldehyde. The formic acid acts as a source of hydride and reduces the imine to a secondary amine. Loss of carbon dioxide gas renders the reaction irreversible. Despite being more hindered, the formation of the tertiary amine is more favorable, as the intermediate in iminium ion is formed without needing to protonate. Hence the treatment of a primary amine with less than 2 equivalents of formaldehyde will give more tertiary than secondary amine, along with unreacted starting material.[5]
From this mechanism it is clear that a quaternary ammonium salt will never form, because it is impossible for a tertiary amine to form another imine or iminium ion.
Chiral amines typically do not racemize under these conditions.[6]
^Clarke, H. T.; Gillespie, H. B.; Weisshaus, S. Z. (1933). "The Action of Formaldehyde on Amines and Amino Acids". Journal of the American Chemical Society. 55 (11): 4571. doi:10.1021/ja01338a041.
^Pine, Stanley H.; Sanchez, Bernard L. (March 1971). "Formic acid-formaldehyde methylation of amines". The Journal of Organic Chemistry. 36 (6): 829–832. doi:10.1021/jo00805a022.
^Farkas, Eugene; Sunman, Cheryl J. (1985). "Chiral synthesis of doxpicomine". J. Org. Chem. 50 (7): 1110. doi:10.1021/jo00207a037.)