Oklahoma 2024 Regular Session

Oklahoma Senate Bill SB626

Introduced
2/6/23  
Refer
2/7/23  
Report Pass
2/13/23  
Refer
2/13/23  

Caption

Income tax; exempting gambling losses from limitation on itemized deductions. Effective date.

Impact

The legislation is expected to significantly influence state tax revenues by modifying the deduction allowances and personal exemptions applicable to taxpayers. Particularly, it introduces exemptions to income derived from military retirement benefits, which could benefit a substantial number of veterans. Additionally, the amendments to the rules surrounding capital gains treatment aim to encourage long-term investments in the state by modifying the duration that assets must be held to qualify for favorable tax treatment.

Summary

Senate Bill 626 aims to amend and update the Oklahoma tax code to refine the calculations of taxable income and adjusted gross income for individuals and corporations. The bill proposes specific adjustments to various deductions and exemptions that taxpayers can claim, thereby altering how state income tax liabilities are computed. Notably, it seeks to clarify definitions and eligibility criteria for tax exemptions, including those for military retirement benefits and human organ donations, impacting the taxable income of numerous citizens.

Sentiment

Overall, the sentiment surrounding SB626 appears to be cautiously positive among proponents, who believe that these amendments will simplify tax filing processes and provide much-needed relief to specific groups, like veterans and organ donors. However, some legislators express concern about the long-term revenue implications for the state budget and how these changes might affect funding for public services.

Contention

Key points of contention regarding SB626 involve the potential impact on state revenue, especially with exemptions and deductions being expanded. Critics argue that while the intentions are sound, the legislature must balance tax relief with the need to maintain adequate funding for state services. Other discussions point to the necessity of ensuring that all tax code alterations are clearly communicated to minimize taxpayer confusion.

Companion Bills

OK SB626

Carry Over Income tax; exempting gambling losses from limitation on itemized deductions. Effective date.

Previously Filed As

OK SB626

Income tax; exempting gambling losses from limitation on itemized deductions. Effective date.

OK HB2025

Revenue and taxation; Oklahoma adjusted gross income; itemized deductions; effective date.

OK HB2285

Revenue and taxation; income tax rates; revenue determinations; State Board of Equalization; comparisons; rate reductions; standard deductions; effective date.

OK SB585

Income tax; providing income tax exemption for beneficiary payments from certain military plans. Effective date.

OK SB405

Income tax; modifying reporting requirement on exemption for certain transfer of technology. Effective date.

OK HB2098

Revenue and taxation; Oklahoma taxable income and adjusted gross income; deduction; sale proceeds; real estate transactions; limitations; effective date.

OK HB2620

Revenue and taxation; income tax rates; standard deductions; effective date.

OK HB1333

Revenue and taxation; Senior Service Corps Act of 2023; income tax; Oklahoma adjusted gross income; exemption; school support services; wages; withholding tax; effective date.

OK HB1645

Revenue and taxation; income tax; taxable income; business entities; sales factor; effective date.

OK HB1375

Revenue and taxation; income tax; Oklahoma taxable income; apportionment factors; elections; definitions; effective date.

Similar Bills

OK HB2041

Revenue and taxation; providing income tax credit for individuals; prescribing method for computation of tax credit; computation of taxable income; effective date.

OK HB2646

Revenue and taxation; adjustments; wagering; tax year; effective date.

OK HB2194

Revenue and taxation; retirement benefits; exemption; effective date.

OK SB626

Income tax; exempting gambling losses from limitation on itemized deductions. Effective date.

OK HB2880

Revenue and taxation; net operating loss deductions; excess business losses; effective date.

OK HB1375

Revenue and taxation; income tax; Oklahoma taxable income; apportionment factors; elections; definitions; effective date.

OK HB1375

Revenue and taxation; income tax; Oklahoma taxable income; apportionment factors; elections; definitions; effective date.

OK HB1131

Revenue and taxation; income tax; gambling losses; itemization; effective date.