Alabama 2022 Regular Session

Alabama House Bill HB422

Introduced
3/1/22  

Caption

Homestead exemptions, income threshold for resident taxpayer over 65 years of age increased, Sec. 9-18-19 am'd.

Impact

If enacted, HB 422 would significantly impact the tax obligations of elderly residents. Those who qualify under the new income threshold will be exempt from ad valorem property taxes levied by counties, including taxes for school districts. This change aims to alleviate financial stress for seniors, particularly those living on limited resources. The bill also confirms that exemptions will apply up to a maximum of $5,000 in assessed value for properties, which is an increase from previously lower caps. In instances where homesteads are located in multiple counties, the exemptions will be prorated accordingly, ensuring equitable tax relief.

Summary

House Bill 422 aims to amend existing laws regarding homestead exemptions for residents of Alabama who are 65 years of age or older. Currently, the law provides exemptions for individuals over 65 with an annual adjusted gross income of less than $12,000. This bill proposes to raise that income threshold to $20,000, thereby expanding the number of eligible taxpayers who can benefit from tax relief. The intent of the bill is to provide financial assistance to senior citizens, allowing them to maintain their homes without the burden of ad valorem property taxes that could be unaffordable on a fixed income.

Contention

As with many legislative measures, some points of contention may arise regarding the bill. While proponents argue that increasing the income threshold is a necessary step to support the growing population of elderly residents, opponents may contend that the increased exemption limits could necessitate adjustments in local funding for essential services like education and public safety. Additionally, discussions may focus on the broader implications for tax revenues at the county level, weighing the benefits for specific demographics against the overall fiscal health of local governments. This debate is expected to have significant implications for future budget considerations in Alabama.

Companion Bills

No companion bills found.

Previously Filed As

AL HB226

Homestead exemptions, extending to unremarried widow or widower

AL HB396

Taxation and Revenue; Homestead ad valorum taxes of certain veterans prohibited from inclusion in debt-to-income ratio

AL HB388

Income tax, exemption for taxable retirement income increased

AL SB300

To amend 40-9-1; increasing the market value threshold amount for which tangible personal property is exempt from state ad valorem taxation

AL HB389

Income tax, optional standard deduction increased, adjusted gross income range allowed for maximum dependent exemption increased

AL HB254

Homestead exemption; partially disabled veterans

AL HB543

Taxation, to increase the market value threshold amount for which tangible personal property is exempt from state ad valorem taxation

AL SB177

Alabama Film Office renamed, Entertainment Industry Incentive Act of 2009 amended, maximum expenditure threshold eligible for rebates increased, annual cap increased, unspent incentives carried forward

AL HB373

Alabama Film Office renamed, Entertainment Industry Incentive Act of 2009 amended, maximum expenditure threshold eligible for rebates increased, annual cap increased, unspent incentives carried forward

AL HB268

Lottery proceeds; state income tax exemption

Similar Bills

NJ S2037

Requires direct payment of homestead credit to claimant following sale of qualifying homestead and upon claimant request.

NJ S1309

Requires direct payment of homestead credit to claimant following sale of qualifying homestead and upon claimant request.

CA AB1885

Debtor exemptions: homestead exemption.

NJ A5089

Prohibits homestead property tax rebates and credits and ANCHOR property tax benefits from being paid to property owners who move out of State.

FL H1105

Rescinding a Homestead Exemption Application

NJ A254

Permits eligible claimant who is proportionate owner paying entire property tax bill to collect entire homestead property tax reimbursement amount.

NJ A975

Permits eligible claimant who is proportionate owner paying entire property tax bill to collect entire homestead property tax reimbursement amount.

CA SB832

Debtor exemptions: homestead exemption.