West Virginia 2023 Regular Session

West Virginia House Bill HB2311

Introduced
1/11/23  

Caption

Relating to taxable exemptions for surviving spouses

Impact

The introduction of this bill could have a meaningful impact on the financial situations of surviving spouses in West Virginia. By increasing the exemption threshold, it may help some families avoid substantial tax liabilities in the immediate period following the loss of a loved one. This measure aligns with broader goals of tax reform aimed at providing equitable financial support to residents, particularly those hit hardest during difficult times.

Summary

House Bill 2311 is a legislative proposal aimed at providing additional tax relief to surviving spouses in West Virginia. The bill amends the existing code to offer a one-time, additional tax exemption of $20,000 for two taxable years following the death of a spouse, effective after December 31, 2023. This provision seeks to ease the financial burden on widows and widowers by allowing them to retain a more significant portion of their income during a challenging transition period.

Sentiment

The sentiment around HB 2311 appears to be generally positive among legislators who advocate for supporting families in transition through tax relief measures. However, as with many tax-related bills, there are concerns regarding potential impacts on state revenue and how these changes might affect the broader tax system. Some lawmakers worry about the sustainability of such exemptions and whether they could lead to future budget shortages.

Contention

Despite the positive outlook for most legislators, there are notable points of contention regarding this bill. Critics argue that while the intention is noble, this additional exemption could complicate the existing tax framework and lead to inequities if not carefully managed. There is a concern that the losses in state revenue could necessitate higher taxes or reduced services elsewhere, particularly if many qualifying taxpayers choose to claim this new exemption. The discussion around HB 2311 highlights a common tension between providing targeted relief to citizens and maintaining broad fiscal responsibility.

Companion Bills

No companion bills found.

Previously Filed As

WV HB4046

Relating to taxable exemptions for surviving spouses

WV HB4880

Relating to personal income tax social security exemption

WV SB458

Relating to personal income tax Social Security exemption

WV SB2897

Ad valorem tax on home; allow credit or rebate for certain disabled veterans and surviving spouses of military members.

WV HB5682

Individual income tax: exemptions; broadband expansion grants; exempt from taxable income. Amends secs. 30, 623 & 815 of 1967 PA 281 (MCL 206.30 et seq.).

WV HB2946

Relating to exempting West Virginia campus police office retirement income from personal income tax after specified date

WV SB46

Exempting Social Security benefits from personal income tax

WV HB2208

Exempting social security benefits from personal income tax

WV SB101

Exempting Social Security from personal income tax

WV SB347

Exempting Social Security from personal income tax

Similar Bills

WV SB429

Increasing exclusion from state personal income tax for members of PERS

WV HB4820

Repeal of taxing state employees pensions and social security

WV HB2210

Exempting personal income earned by individuals working as teachers at primary and secondary schools from personal income tax

WV HB2208

Exempting social security benefits from personal income tax

WV HB4046

Relating to taxable exemptions for surviving spouses

WV HB4076

To exempt the full amount of social security benefits from personal income tax

WV SB46

Exempting Social Security benefits from personal income tax

WV HB4306

Removing certain deductions for modification of social security income in adjusted gross income