New Jersey 2024-2025 Regular Session

New Jersey Assembly Bill A4009

Introduced
3/7/24  

Caption

Imposes CBT surtax at rate of 2.5 percent until December 31, 2025 and requires amount collected from surtax be dedicated to specific purposes.

Impact

The implications of A4009 are significant for New Jersey's tax landscape and fiscal management. By extending the surtax, the state anticipates a continued flow of revenue that will support essential services, particularly in public transit and education, which are critical areas of public sector investment. The legislation highlights a commitment to improving infrastructure and educational outcomes, aiming to address the financial pressures faced by public agencies. However, businesses, especially those near the surtax threshold, may express concern regarding the continuation of this additional tax burden, which can impact their profitability and operational decisions.

Summary

Assembly Bill A4009 seeks to extend the existing corporation business tax (CBT) surtax, imposing a rate of 2.5% on businesses with allocated taxable net income exceeding $1 million. Originally set to expire on December 31, 2023, this bill would extend the surtax until December 31, 2025. The additional revenue generated from this surtax is earmarked specifically for public transportation services and projects, funding for the state's public education system, and health benefits reimbursements for state employees. By establishing the Statewide Public Transportation, Public Education, and Public Employee Health Benefits Improvement Account, the bill aims to ensure that these funds are allocated effectively and transparently.

Contention

Potential points of contention surrounding A4009 will likely focus on the balance between necessary public funding and the economic burden placed on businesses. While proponents argue that the surtax is a vital mechanism for enhancing state services, critics may argue that extending the surtax could deter business growth and investment. Additionally, the contingency clause that allows for the surtax to be suspended if federal corporate tax rates increase to 35% might provoke debate on whether state tax policies should adapt to changes at the federal level. This aspect will require careful consideration as it may affect budgetary planning and revenue expectations.

Companion Bills

NJ A5878

Carry Over Imposes CBT surtax at rate of 2.5 percent until December 31, 2025 and requires amount collected from surtax be dedicated to specific purposes.

Previously Filed As

NJ A5878

Imposes CBT surtax at rate of 2.5 percent until December 31, 2025 and requires amount collected from surtax be dedicated to specific purposes.

NJ A5707

Imposes 10 percent electric public utility windfall surtax on taxpayers with allocated taxable net income in excess of $10 million under CBT.

NJ S4483

Imposes 10 percent electric public utility windfall surtax on taxpayers with allocated taxable net income in excess of $10 million under CBT.

NJ A5518

Imposes 30 percent electric public utility windfall surtax on certain taxpayers with allocated taxable net income in excess of 20 percent above five-year average income under CBT.

NJ S4592

Imposes 30 percent electric public utility windfall surtax on certain taxpayers with allocated taxable net income in excess of 20 percent above five-year average income under CBT.

NJ A1135

Repeals surtax imposed on certain businesses.

NJ A1321

Repeals surtax imposed on certain businesses.

NJ A4704

Imposes 2.5 percent corporate transit fee on taxpayers with allocated taxable net income in excess of $10 million under CBT.

NJ S3513

Imposes 2.5 percent corporate transit fee on taxpayers with allocated taxable net income in excess of $10 million under CBT.

NJ A1152

Reduces CBT rate; retroactive to January 1, 2020.

Similar Bills

NJ A106

Provides corporation business tax credits and gross income tax credits to farm employers for providing lodging or transportation benefits.

NJ S603

Provides corporation business tax credits and gross income tax credits to farm employers for providing lodging or transportation benefits.

NJ A283

Provides corporation business tax credits and gross income tax credits to farm employers for providing lodging or transportation benefits.

NJ S96

Provides corporation business tax credits and gross income tax credits to farm employers for providing lodging or transportation benefits.

CA AB330

Highway safety.

NJ S356

Provides for lifetime disqualification from operating commercial motor vehicle and transportation network company vehicle for persons convicted of human trafficking.

NJ A5878

Imposes CBT surtax at rate of 2.5 percent until December 31, 2025 and requires amount collected from surtax be dedicated to specific purposes.

NJ A3089

Provides for lifetime disqualification from operating commercial motor vehicle and transportation network company vehicle for persons convicted of human trafficking.