Oklahoma 2023 Regular Session

Oklahoma Senate Bill SB971

Introduced
2/6/23  

Caption

Income tax; providing credit for certain school choice and qualifying educational expenses. Effective date.

Impact

The bill is set to allow taxpayers to claim a maximum tax credit of $3,500 per qualifying dependent starting in the tax year 2024. The credit applies to educational expenses including tuition, fees, and other costs associated with activities and materials needed for children to satisfy compulsory schooling requirements. By making the credit refundable for excess amounts over the tax owed, it provides a significant financial incentive for families with qualifying dependents, potentially lowering the overall financial burden of educational expenses.

Summary

Senate Bill 971, introduced by Senator Bullard, aims to provide an income tax credit for certain educational choice expenses incurred by taxpayers. Specifically, the bill allows tax credits for educational expenses related to dependent children who are eligible for enrollment in public schools but are attending private school or other educational programs not affiliated with their resident district. This credit emphasizes the increased support for educational options outside of public schools and seeks to offer financial relief for families pursuing alternative educational avenues.

Conclusion

With an effective date of November 1, 2023, SB 971 represents a significant shift in how educational expenses are addressed in Oklahoma. Its implementation will likely be closely monitored as it seeks to balance the needs of families exploring educational options against the financial implications for public school systems.

Contention

Points of contention surrounding SB 971 may arise from debates over the appropriateness of public funds being utilized to support private education. Critics could argue that providing tax credits for expenses related to school choice could divert vital financial resources away from public schools, thus undermining their funding and quality. Additionally, the bill's stipulation that the Oklahoma Tax Commission will not be required to verify documentation from schools or organizations could raise concerns regarding accountability and the potential for misuse of the tax credits.

Companion Bills

No companion bills found.

Previously Filed As

OK SB971

Income tax; providing credit for certain school choice and qualifying educational expenses. Effective date.

OK SB1471

Income tax credit; providing credit for qualifying educational expenses. Effective date.

OK SB816

Income tax; providing credit for certain child care expenses; providing credit for qualifying child care worker. Effective date.

OK SB101

Income tax; providing credit for certain housing expenses. Effective date.

OK SB1083

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

OK SB1083

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

OK SB104

Income tax; providing credit for certain child care expenses and child care workers. Effective date.

OK HB3388

Income tax credits: prohibiting claims for deduction from certain tax credit; providing exemption for certain tax credits received; parental choice tax credits, modifying income limitations; allowing certain credit to qualifying students; establishing credit amount for certain private schools; emergency.

OK HB3387

Schools; Oklahoma Parental Choice Tax Credit Act; exempting certain eligible taxpayers from providing additional income verification; effective date; emergency.

OK SB1686

Adoption expenses; providing credit for adoption related expenses; eliminating income tax deduction. Effective date.

Similar Bills

OK HB1792

Classification of felony offenses; creating the Oklahoma Sentencing Modernization Act of 2024; classifications; punishment provisions; time-served requirements; effective date.

OK HB1792

Classification of felony offenses; creating the Oklahoma Crime Reclassification Act of 2023; effective date.

OK SB1590

Classification of felony offenses; creating the Oklahoma Crime Reclassification Act of 2022. Effective date.

OK HB3455

Classification of felony offenses; creating the Oklahoma Crime Reclassification Act of 2024; requiring persons who commit criminal offenses to be classified in accordance with certain structure; codification; effective date.

OK SB881

Crimes and punishments; authorizing certain petition under certain circumstances. Effective date.

OK SB622

Motor vehicles; making Service Oklahoma a separate and distinct agency. Effective date.

OK SB622

Motor vehicles; making Service Oklahoma a separate and distinct agency. Effective date.

OK HB1839

Motor vehicles; modifying definition; making Service Oklahoma a separate and distinct agency; effective date.