California 2017 2017-2018 Regular Session

California Senate Bill SB149 Amended / Bill

Filed 04/05/2017

                    Amended IN  Senate  April 05, 2017 Amended IN  Senate  March 20, 2017 CALIFORNIA LEGISLATURE 20172018 REGULAR SESSION Senate Bill No. 149Introduced by Senators McGuire and Wiener(Principal coauthor: Assembly Member Santiago)( Coauthors: Senators Leyva and Wieckowski)(Coauthors: Assembly Members Bonta, Dababneh, Eggman, Gomez, and Mullin)January 18, 2017 An act to add Chapter 7 (commencing with Section 6880) to Part 1 of Division 6 of the Elections Code, relating to elections. LEGISLATIVE COUNSEL'S DIGESTSB 149, as amended, McGuire. Presidential primary elections: ballot access.Existing law establishes processes for printing on presidential primary ballots the names of candidates for President of the United States who are considered to be generally recognized candidates or who are selected by a sufficient number of registered voters. Existing law generally requires a write-in candidate for President in a presidential primary election to file an endorsement of his or her write-in candidacy with the Secretary of State, at least 21 days before the election.This bill would enact the Presidential Tax Transparency and Accountability Act, which would require a candidate for President, in order to have his or her name placed upon a primary election ballot, to file his or her income tax returns for the 5 most recent taxable years, if applicable, years with the Secretary of State. State, as specified. The act would also require impose the same requirement on a Presidential write-in candidates income tax returns for the 5 most recent taxable years, if applicable, to be submitted to the Secretary of State, candidate, in order for votes for the candidate to be recognized in a presidential primary election. election to be counted. The act would require the Secretary of State, after adopting regulations, to redact the income tax returns of Presidential candidates as necessary to protect privacy, individual privacy, as specified, and subsequently to make them the returns available to the public on the Secretary of States Internet Web site.Digest Key Vote: MAJORITY  Appropriation: NO  Fiscal Committee: YES  Local Program: NO Bill TextThe people of the State of California do enact as follows:SECTION 1. Chapter 7 (commencing with Section 6880) is added to Part 1 of Division 6 of the Elections Code, to read: CHAPTER 7. Income Tax Return Disclosure Requirements6880. This chapter shall be known and may be cited as the Presidential Tax Transparency and Accountability Act.6881. The Legislature finds and declares that a presidential candidates income tax returns provide voters with essential information regarding the candidates potential conflicts of interest, business dealings, financial status, and charitable donations. Donald Trumps refusal to release his income tax returns departed from decades of established political tradition, denying voters the opportunity to fully evaluate his fitness for the office of President of the United States.6882. For purposes of this chapter, income tax return means any tax or information return, declaration of estimated tax, or claim for refund required by, or provided for or permitted under, the provisions of the Internal Revenue Code, and that is filed on behalf of, or with respect to any person, and any amendment or supplement thereto, including supporting schedules, attachments, or lists that are supplemental to, or part of, the return so filed.6882.6883. (a) Notwithstanding any other law, the Secretary of State shall not print the name of a candidate for President of the United States on a primary election ballot, unless the candidate, within a reasonable timeframe established by the Secretary of State, files with the Secretary of State a copy of his or her every income tax returns for return the candidate filed with the Internal Revenue Service in the five most recent taxable years, if applicable. years.(b) If the candidate has not filed his or her income tax return with the Internal Revenue Service for the tax year immediately preceding the primary election, he or she shall submit a copy of the income tax return to the Secretary of State within five days of filing the return with the Internal Revenue Service.6883.6884. (a) Notwithstanding any other law, the Secretary of State shall not recognize votes for a write-in candidate for President of the United States in a presidential primary election, election shall not be counted, unless the candidate, within a reasonable timeframe established by the Secretary of State, files with the Secretary of State a copy of his or her every income tax returns for return the candidate filed with the Internal Revenue Service in the five most recent taxable years, if applicable. years.(b) If the candidate has not filed his or her income tax return with the Internal Revenue Service for the tax year immediately preceding the primary election, he or she shall submit a copy of the income tax return to the Secretary of State within five days of filing the return.6884.6885. (a) The Secretary of State shall redact the social security number, address, or telephone number of any individual in an income tax return submitted pursuant to this chapter as chapter, and shall make any other redactions necessary to protect privacy. individual privacy. After(b) After redacting an income tax return, the Secretary of State shall make it available to the public on the Secretary of States Internet Web site.6885.6886. The Secretary of State shall adopt regulations to implement this chapter.

 Amended IN  Senate  April 05, 2017 Amended IN  Senate  March 20, 2017 CALIFORNIA LEGISLATURE 20172018 REGULAR SESSION Senate Bill No. 149Introduced by Senators McGuire and Wiener(Principal coauthor: Assembly Member Santiago)( Coauthors: Senators Leyva and Wieckowski)(Coauthors: Assembly Members Bonta, Dababneh, Eggman, Gomez, and Mullin)January 18, 2017 An act to add Chapter 7 (commencing with Section 6880) to Part 1 of Division 6 of the Elections Code, relating to elections. LEGISLATIVE COUNSEL'S DIGESTSB 149, as amended, McGuire. Presidential primary elections: ballot access.Existing law establishes processes for printing on presidential primary ballots the names of candidates for President of the United States who are considered to be generally recognized candidates or who are selected by a sufficient number of registered voters. Existing law generally requires a write-in candidate for President in a presidential primary election to file an endorsement of his or her write-in candidacy with the Secretary of State, at least 21 days before the election.This bill would enact the Presidential Tax Transparency and Accountability Act, which would require a candidate for President, in order to have his or her name placed upon a primary election ballot, to file his or her income tax returns for the 5 most recent taxable years, if applicable, years with the Secretary of State. State, as specified. The act would also require impose the same requirement on a Presidential write-in candidates income tax returns for the 5 most recent taxable years, if applicable, to be submitted to the Secretary of State, candidate, in order for votes for the candidate to be recognized in a presidential primary election. election to be counted. The act would require the Secretary of State, after adopting regulations, to redact the income tax returns of Presidential candidates as necessary to protect privacy, individual privacy, as specified, and subsequently to make them the returns available to the public on the Secretary of States Internet Web site.Digest Key Vote: MAJORITY  Appropriation: NO  Fiscal Committee: YES  Local Program: NO 

 Amended IN  Senate  April 05, 2017 Amended IN  Senate  March 20, 2017

Amended IN  Senate  April 05, 2017
Amended IN  Senate  March 20, 2017

 CALIFORNIA LEGISLATURE 20172018 REGULAR SESSION

Senate Bill No. 149

Introduced by Senators McGuire and Wiener(Principal coauthor: Assembly Member Santiago)( Coauthors: Senators Leyva and Wieckowski)(Coauthors: Assembly Members Bonta, Dababneh, Eggman, Gomez, and Mullin)January 18, 2017

Introduced by Senators McGuire and Wiener(Principal coauthor: Assembly Member Santiago)( Coauthors: Senators Leyva and Wieckowski)(Coauthors: Assembly Members Bonta, Dababneh, Eggman, Gomez, and Mullin)
January 18, 2017

 An act to add Chapter 7 (commencing with Section 6880) to Part 1 of Division 6 of the Elections Code, relating to elections. 

LEGISLATIVE COUNSEL'S DIGEST

## LEGISLATIVE COUNSEL'S DIGEST

SB 149, as amended, McGuire. Presidential primary elections: ballot access.

Existing law establishes processes for printing on presidential primary ballots the names of candidates for President of the United States who are considered to be generally recognized candidates or who are selected by a sufficient number of registered voters. Existing law generally requires a write-in candidate for President in a presidential primary election to file an endorsement of his or her write-in candidacy with the Secretary of State, at least 21 days before the election.This bill would enact the Presidential Tax Transparency and Accountability Act, which would require a candidate for President, in order to have his or her name placed upon a primary election ballot, to file his or her income tax returns for the 5 most recent taxable years, if applicable, years with the Secretary of State. State, as specified. The act would also require impose the same requirement on a Presidential write-in candidates income tax returns for the 5 most recent taxable years, if applicable, to be submitted to the Secretary of State, candidate, in order for votes for the candidate to be recognized in a presidential primary election. election to be counted. The act would require the Secretary of State, after adopting regulations, to redact the income tax returns of Presidential candidates as necessary to protect privacy, individual privacy, as specified, and subsequently to make them the returns available to the public on the Secretary of States Internet Web site.

Existing law establishes processes for printing on presidential primary ballots the names of candidates for President of the United States who are considered to be generally recognized candidates or who are selected by a sufficient number of registered voters. Existing law generally requires a write-in candidate for President in a presidential primary election to file an endorsement of his or her write-in candidacy with the Secretary of State, at least 21 days before the election.

This bill would enact the Presidential Tax Transparency and Accountability Act, which would require a candidate for President, in order to have his or her name placed upon a primary election ballot, to file his or her income tax returns for the 5 most recent taxable years, if applicable, years with the Secretary of State. State, as specified. The act would also require impose the same requirement on a Presidential write-in candidates income tax returns for the 5 most recent taxable years, if applicable, to be submitted to the Secretary of State, candidate, in order for votes for the candidate to be recognized in a presidential primary election. election to be counted. The act would require the Secretary of State, after adopting regulations, to redact the income tax returns of Presidential candidates as necessary to protect privacy, individual privacy, as specified, and subsequently to make them the returns available to the public on the Secretary of States Internet Web site.

## Digest Key

## Bill Text

The people of the State of California do enact as follows:SECTION 1. Chapter 7 (commencing with Section 6880) is added to Part 1 of Division 6 of the Elections Code, to read: CHAPTER 7. Income Tax Return Disclosure Requirements6880. This chapter shall be known and may be cited as the Presidential Tax Transparency and Accountability Act.6881. The Legislature finds and declares that a presidential candidates income tax returns provide voters with essential information regarding the candidates potential conflicts of interest, business dealings, financial status, and charitable donations. Donald Trumps refusal to release his income tax returns departed from decades of established political tradition, denying voters the opportunity to fully evaluate his fitness for the office of President of the United States.6882. For purposes of this chapter, income tax return means any tax or information return, declaration of estimated tax, or claim for refund required by, or provided for or permitted under, the provisions of the Internal Revenue Code, and that is filed on behalf of, or with respect to any person, and any amendment or supplement thereto, including supporting schedules, attachments, or lists that are supplemental to, or part of, the return so filed.6882.6883. (a) Notwithstanding any other law, the Secretary of State shall not print the name of a candidate for President of the United States on a primary election ballot, unless the candidate, within a reasonable timeframe established by the Secretary of State, files with the Secretary of State a copy of his or her every income tax returns for return the candidate filed with the Internal Revenue Service in the five most recent taxable years, if applicable. years.(b) If the candidate has not filed his or her income tax return with the Internal Revenue Service for the tax year immediately preceding the primary election, he or she shall submit a copy of the income tax return to the Secretary of State within five days of filing the return with the Internal Revenue Service.6883.6884. (a) Notwithstanding any other law, the Secretary of State shall not recognize votes for a write-in candidate for President of the United States in a presidential primary election, election shall not be counted, unless the candidate, within a reasonable timeframe established by the Secretary of State, files with the Secretary of State a copy of his or her every income tax returns for return the candidate filed with the Internal Revenue Service in the five most recent taxable years, if applicable. years.(b) If the candidate has not filed his or her income tax return with the Internal Revenue Service for the tax year immediately preceding the primary election, he or she shall submit a copy of the income tax return to the Secretary of State within five days of filing the return.6884.6885. (a) The Secretary of State shall redact the social security number, address, or telephone number of any individual in an income tax return submitted pursuant to this chapter as chapter, and shall make any other redactions necessary to protect privacy. individual privacy. After(b) After redacting an income tax return, the Secretary of State shall make it available to the public on the Secretary of States Internet Web site.6885.6886. The Secretary of State shall adopt regulations to implement this chapter.

The people of the State of California do enact as follows:

## The people of the State of California do enact as follows:

SECTION 1. Chapter 7 (commencing with Section 6880) is added to Part 1 of Division 6 of the Elections Code, to read: CHAPTER 7. Income Tax Return Disclosure Requirements6880. This chapter shall be known and may be cited as the Presidential Tax Transparency and Accountability Act.6881. The Legislature finds and declares that a presidential candidates income tax returns provide voters with essential information regarding the candidates potential conflicts of interest, business dealings, financial status, and charitable donations. Donald Trumps refusal to release his income tax returns departed from decades of established political tradition, denying voters the opportunity to fully evaluate his fitness for the office of President of the United States.6882. For purposes of this chapter, income tax return means any tax or information return, declaration of estimated tax, or claim for refund required by, or provided for or permitted under, the provisions of the Internal Revenue Code, and that is filed on behalf of, or with respect to any person, and any amendment or supplement thereto, including supporting schedules, attachments, or lists that are supplemental to, or part of, the return so filed.6882.6883. (a) Notwithstanding any other law, the Secretary of State shall not print the name of a candidate for President of the United States on a primary election ballot, unless the candidate, within a reasonable timeframe established by the Secretary of State, files with the Secretary of State a copy of his or her every income tax returns for return the candidate filed with the Internal Revenue Service in the five most recent taxable years, if applicable. years.(b) If the candidate has not filed his or her income tax return with the Internal Revenue Service for the tax year immediately preceding the primary election, he or she shall submit a copy of the income tax return to the Secretary of State within five days of filing the return with the Internal Revenue Service.6883.6884. (a) Notwithstanding any other law, the Secretary of State shall not recognize votes for a write-in candidate for President of the United States in a presidential primary election, election shall not be counted, unless the candidate, within a reasonable timeframe established by the Secretary of State, files with the Secretary of State a copy of his or her every income tax returns for return the candidate filed with the Internal Revenue Service in the five most recent taxable years, if applicable. years.(b) If the candidate has not filed his or her income tax return with the Internal Revenue Service for the tax year immediately preceding the primary election, he or she shall submit a copy of the income tax return to the Secretary of State within five days of filing the return.6884.6885. (a) The Secretary of State shall redact the social security number, address, or telephone number of any individual in an income tax return submitted pursuant to this chapter as chapter, and shall make any other redactions necessary to protect privacy. individual privacy. After(b) After redacting an income tax return, the Secretary of State shall make it available to the public on the Secretary of States Internet Web site.6885.6886. The Secretary of State shall adopt regulations to implement this chapter.

SECTION 1. Chapter 7 (commencing with Section 6880) is added to Part 1 of Division 6 of the Elections Code, to read:

### SECTION 1.

 CHAPTER 7. Income Tax Return Disclosure Requirements6880. This chapter shall be known and may be cited as the Presidential Tax Transparency and Accountability Act.6881. The Legislature finds and declares that a presidential candidates income tax returns provide voters with essential information regarding the candidates potential conflicts of interest, business dealings, financial status, and charitable donations. Donald Trumps refusal to release his income tax returns departed from decades of established political tradition, denying voters the opportunity to fully evaluate his fitness for the office of President of the United States.6882. For purposes of this chapter, income tax return means any tax or information return, declaration of estimated tax, or claim for refund required by, or provided for or permitted under, the provisions of the Internal Revenue Code, and that is filed on behalf of, or with respect to any person, and any amendment or supplement thereto, including supporting schedules, attachments, or lists that are supplemental to, or part of, the return so filed.6882.6883. (a) Notwithstanding any other law, the Secretary of State shall not print the name of a candidate for President of the United States on a primary election ballot, unless the candidate, within a reasonable timeframe established by the Secretary of State, files with the Secretary of State a copy of his or her every income tax returns for return the candidate filed with the Internal Revenue Service in the five most recent taxable years, if applicable. years.(b) If the candidate has not filed his or her income tax return with the Internal Revenue Service for the tax year immediately preceding the primary election, he or she shall submit a copy of the income tax return to the Secretary of State within five days of filing the return with the Internal Revenue Service.6883.6884. (a) Notwithstanding any other law, the Secretary of State shall not recognize votes for a write-in candidate for President of the United States in a presidential primary election, election shall not be counted, unless the candidate, within a reasonable timeframe established by the Secretary of State, files with the Secretary of State a copy of his or her every income tax returns for return the candidate filed with the Internal Revenue Service in the five most recent taxable years, if applicable. years.(b) If the candidate has not filed his or her income tax return with the Internal Revenue Service for the tax year immediately preceding the primary election, he or she shall submit a copy of the income tax return to the Secretary of State within five days of filing the return.6884.6885. (a) The Secretary of State shall redact the social security number, address, or telephone number of any individual in an income tax return submitted pursuant to this chapter as chapter, and shall make any other redactions necessary to protect privacy. individual privacy. After(b) After redacting an income tax return, the Secretary of State shall make it available to the public on the Secretary of States Internet Web site.6885.6886. The Secretary of State shall adopt regulations to implement this chapter.

 CHAPTER 7. Income Tax Return Disclosure Requirements6880. This chapter shall be known and may be cited as the Presidential Tax Transparency and Accountability Act.6881. The Legislature finds and declares that a presidential candidates income tax returns provide voters with essential information regarding the candidates potential conflicts of interest, business dealings, financial status, and charitable donations. Donald Trumps refusal to release his income tax returns departed from decades of established political tradition, denying voters the opportunity to fully evaluate his fitness for the office of President of the United States.6882. For purposes of this chapter, income tax return means any tax or information return, declaration of estimated tax, or claim for refund required by, or provided for or permitted under, the provisions of the Internal Revenue Code, and that is filed on behalf of, or with respect to any person, and any amendment or supplement thereto, including supporting schedules, attachments, or lists that are supplemental to, or part of, the return so filed.6882.6883. (a) Notwithstanding any other law, the Secretary of State shall not print the name of a candidate for President of the United States on a primary election ballot, unless the candidate, within a reasonable timeframe established by the Secretary of State, files with the Secretary of State a copy of his or her every income tax returns for return the candidate filed with the Internal Revenue Service in the five most recent taxable years, if applicable. years.(b) If the candidate has not filed his or her income tax return with the Internal Revenue Service for the tax year immediately preceding the primary election, he or she shall submit a copy of the income tax return to the Secretary of State within five days of filing the return with the Internal Revenue Service.6883.6884. (a) Notwithstanding any other law, the Secretary of State shall not recognize votes for a write-in candidate for President of the United States in a presidential primary election, election shall not be counted, unless the candidate, within a reasonable timeframe established by the Secretary of State, files with the Secretary of State a copy of his or her every income tax returns for return the candidate filed with the Internal Revenue Service in the five most recent taxable years, if applicable. years.(b) If the candidate has not filed his or her income tax return with the Internal Revenue Service for the tax year immediately preceding the primary election, he or she shall submit a copy of the income tax return to the Secretary of State within five days of filing the return.6884.6885. (a) The Secretary of State shall redact the social security number, address, or telephone number of any individual in an income tax return submitted pursuant to this chapter as chapter, and shall make any other redactions necessary to protect privacy. individual privacy. After(b) After redacting an income tax return, the Secretary of State shall make it available to the public on the Secretary of States Internet Web site.6885.6886. The Secretary of State shall adopt regulations to implement this chapter.

 CHAPTER 7. Income Tax Return Disclosure Requirements

 CHAPTER 7. Income Tax Return Disclosure Requirements

6880. This chapter shall be known and may be cited as the Presidential Tax Transparency and Accountability Act.



6880. This chapter shall be known and may be cited as the Presidential Tax Transparency and Accountability Act.

6881. The Legislature finds and declares that a presidential candidates income tax returns provide voters with essential information regarding the candidates potential conflicts of interest, business dealings, financial status, and charitable donations. Donald Trumps refusal to release his income tax returns departed from decades of established political tradition, denying voters the opportunity to fully evaluate his fitness for the office of President of the United States.



6881. The Legislature finds and declares that a presidential candidates income tax returns provide voters with essential information regarding the candidates potential conflicts of interest, business dealings, financial status, and charitable donations. Donald Trumps refusal to release his income tax returns departed from decades of established political tradition, denying voters the opportunity to fully evaluate his fitness for the office of President of the United States.

6882. For purposes of this chapter, income tax return means any tax or information return, declaration of estimated tax, or claim for refund required by, or provided for or permitted under, the provisions of the Internal Revenue Code, and that is filed on behalf of, or with respect to any person, and any amendment or supplement thereto, including supporting schedules, attachments, or lists that are supplemental to, or part of, the return so filed.



6882. For purposes of this chapter, income tax return means any tax or information return, declaration of estimated tax, or claim for refund required by, or provided for or permitted under, the provisions of the Internal Revenue Code, and that is filed on behalf of, or with respect to any person, and any amendment or supplement thereto, including supporting schedules, attachments, or lists that are supplemental to, or part of, the return so filed.

6882.6883. (a) Notwithstanding any other law, the Secretary of State shall not print the name of a candidate for President of the United States on a primary election ballot, unless the candidate, within a reasonable timeframe established by the Secretary of State, files with the Secretary of State a copy of his or her every income tax returns for return the candidate filed with the Internal Revenue Service in the five most recent taxable years, if applicable. years.(b) If the candidate has not filed his or her income tax return with the Internal Revenue Service for the tax year immediately preceding the primary election, he or she shall submit a copy of the income tax return to the Secretary of State within five days of filing the return with the Internal Revenue Service.



6882.6883. (a) Notwithstanding any other law, the Secretary of State shall not print the name of a candidate for President of the United States on a primary election ballot, unless the candidate, within a reasonable timeframe established by the Secretary of State, files with the Secretary of State a copy of his or her every income tax returns for return the candidate filed with the Internal Revenue Service in the five most recent taxable years, if applicable. years.

(b) If the candidate has not filed his or her income tax return with the Internal Revenue Service for the tax year immediately preceding the primary election, he or she shall submit a copy of the income tax return to the Secretary of State within five days of filing the return with the Internal Revenue Service.

6883.6884. (a) Notwithstanding any other law, the Secretary of State shall not recognize votes for a write-in candidate for President of the United States in a presidential primary election, election shall not be counted, unless the candidate, within a reasonable timeframe established by the Secretary of State, files with the Secretary of State a copy of his or her every income tax returns for return the candidate filed with the Internal Revenue Service in the five most recent taxable years, if applicable. years.(b) If the candidate has not filed his or her income tax return with the Internal Revenue Service for the tax year immediately preceding the primary election, he or she shall submit a copy of the income tax return to the Secretary of State within five days of filing the return.



6883.6884. (a) Notwithstanding any other law, the Secretary of State shall not recognize votes for a write-in candidate for President of the United States in a presidential primary election, election shall not be counted, unless the candidate, within a reasonable timeframe established by the Secretary of State, files with the Secretary of State a copy of his or her every income tax returns for return the candidate filed with the Internal Revenue Service in the five most recent taxable years, if applicable. years.

(b) If the candidate has not filed his or her income tax return with the Internal Revenue Service for the tax year immediately preceding the primary election, he or she shall submit a copy of the income tax return to the Secretary of State within five days of filing the return.

6884.6885. (a) The Secretary of State shall redact the social security number, address, or telephone number of any individual in an income tax return submitted pursuant to this chapter as chapter, and shall make any other redactions necessary to protect privacy. individual privacy. After(b) After redacting an income tax return, the Secretary of State shall make it available to the public on the Secretary of States Internet Web site.



6884.6885. (a) The Secretary of State shall redact the social security number, address, or telephone number of any individual in an income tax return submitted pursuant to this chapter as chapter, and shall make any other redactions necessary to protect privacy. individual privacy. After

(b) After redacting an income tax return, the Secretary of State shall make it available to the public on the Secretary of States Internet Web site.

6885.6886. The Secretary of State shall adopt regulations to implement this chapter.



6885.6886. The Secretary of State shall adopt regulations to implement this chapter.