Iowa 2023-2024 Regular Session

Iowa House Bill HSB69

Introduced
1/20/23  
Introduced
1/20/23  

Caption

A bill for an act relating to an entity-level taxation election for pass-through entities and allowing a partner or shareholder to claim a credit against the individual income tax.(See HF 352.)

Impact

The implementation of HSB69 is expected to significantly impact state tax laws, particularly in how income from partnerships and S corporations is taxed. By shifting the tax obligation from individuals to the entities, it enhances the predictability and management of tax liabilities for businesses. Furthermore, shareholders of these entities will have the opportunity to claim a credit against their individual income tax, which may ease the tax burden on individuals who receive income from these entities. This change aligns with broader tax reforms in various states aiming to make taxation more equitable and efficient for multi-member entities.

Summary

House Study Bill 69 establishes provisions for an entity-level taxation election specifically for pass-through entities like partnerships and S corporations. This bill allows these entities to elect to be taxed at the entity level rather than at the individual level, which is the current standard. The taxation applies to taxable income and is designed to streamline tax processes for entities with multiple partners or shareholders. By enabling an election to be taxed at the entity level, the bill aims to simplify tax liabilities for business structures that typically experience complexities due to individual income tax obligations.

Contention

HSB69 has sparked discussions regarding fairness and the potential implications for state revenue. Proponents argue that the bill will facilitate better compliance and tax administration for businesses, while opponents express concerns about the long-term implications for tax revenue if businesses disproportionately benefit from tax credits. Additionally, critics worry that shifting taxation to the entity level could unintentionally disadvantage smaller operations or lead to abuses in tax election choices, necessitating careful monitoring by tax authorities.

Companion Bills

IA HF352

Replaced by A bill for an act relating to an entity-level taxation election for pass-through entities and allowing a partner or shareholder to claim a credit against the individual and corporate income taxes and the franchise tax, and including effective date and retroactive applicability provisions. (Formerly HSB 69.) Effective date: 05/11/2023. Applicability date: 01/01/2022.

Similar Bills

CA SB813

Franchise Tax Board: voluntary disclosure agreements.

IA HF352

A bill for an act relating to an entity-level taxation election for pass-through entities and allowing a partner or shareholder to claim a credit against the individual and corporate income taxes and the franchise tax, and including effective date and retroactive applicability provisions. (Formerly HSB 69.) Effective date: 05/11/2023. Applicability date: 01/01/2022.

CA AB1719

Taxation.

CA SB104

Elective tax: partnership: ā€œSā€ corporation: credit.

CA SB1192

Personal Income Tax Law: Small Business Relief Act: elective tax.

CA SB1508

Corporate taxation: voluntary disclosure agreements: qualified entities.

LA HB19

Provides relative to the entities to which corporate franchise tax applies (Item #28) (EN +$10,340,000 GF RV See Note)

LA HB385

Repeals the corporate income and franchise taxes and prohibits certain corporate taxpayers from claiming certain refundable tax credits