Oklahoma 2024 Regular Session

Oklahoma Senate Bill SB577

Introduced
2/6/23  

Caption

Income tax credit; creating the Caring for Caregivers Act; authorizing tax credit for care and support expenditures; limiting annual credit. Effective date.

Impact

One of the significant impacts of SB577 is its definition of 'eligible expenditures' which includes alterations to homes for accessibility, durable medical equipment acquisition, and costs associated with hiring professional help, among others. The maximum tax credit allowable under this bill is set at $2,000, with increased benefits for caregivers of veterans or individuals suffering from dementia. This structure aims to directly reduce caregiving expenses, empowering families and individuals who often bear these costs without sufficient support.

Summary

Senate Bill 577, also known as the Caring for Caregivers Act, introduces an income tax credit designed to alleviate some of the financial burdens faced by family caregivers in Oklahoma. The bill establishes that caregivers can receive a credit equal to 50% of eligible expenditures incurred in supporting an eligible family member. Notably, this Act emphasizes the care and support of elderly individuals or those requiring significant assistance with daily living activities, thereby formalizing the critical role family caregivers play in the state's healthcare system.

Contention

Contentious points surrounding SB577 center on the limitations and caps of the tax credit. Critics argue that while the initiative is commendable, the $1,500,000 annual cap on credits could limit its effectiveness, potentially disenfranchising many caregivers who require assistance. Additionally, there is concern regarding the exclusion of expenses related to general household maintenance, which some believe could hinder caregivers from fully optimizing their caregiving environments.

Companion Bills

OK SB577

Carry Over Income tax credit; creating the Caring for Caregivers Act; authorizing tax credit for care and support expenditures; limiting annual credit. Effective date.

Previously Filed As

OK SB577

Income tax credit; creating the Caring for Caregivers Act; authorizing tax credit for care and support expenditures; limiting annual credit. Effective date.

OK HB1029

Revenue and taxation; creating the Caring for Caregivers Act; creating family caregiver tax credit; credit caps; authorizing Tax Commission to promulgate rules; effective date.

OK HB1368

Revenue and taxation; Caring for Caregivers Act; terms; tax credit; maximum allowable credit; annual credit caps; Oklahoma Tax Commission; rules; codification; effective date.

OK HB1934

Students; creating the Oklahoma Parental Choice Tax Credit Act; creating income tax credit for certain taxpayers.

OK SB1083

Income tax credit; providing credit for school choice expenditures and home school expenditures. Effective date.

OK HB1935

Students; creating the Oklahoma Parental Choice Tax Credit Act; creating income tax credit for certain taxpayers; emergency.

OK SB315

Income tax credit; limiting certain credit for investment in depreciable property to certain years. Effective date.

OK SB305

Income tax credit; limiting certain credit for investment in depreciable property to certain years. Effective date.

OK SB210

Income tax; credits; North American Industry Classification System; formula. Effective date.

OK SB311

Income tax incentives; limiting certain credit and exemption to certain tax years. Effective date.

Similar Bills

No similar bills found.