Bill Text - SB244 (2017)

Relative to exemption of income from taxation under the tax on interest and dividends.


Revision: April 3, 2017, noon

SB 244-FN-A - AS AMENDED BY THE SENATE

 

03/16/2017   0811s

2017 SESSION

17-0813

09/01

 

SENATE BILL 244-FN-A

 

AN ACT relative to exemption of income from taxation under the tax on interest and dividends.

 

SPONSORS: Sen. Sanborn, Dist 9; Rep. Cordelli, Carr. 4; Rep. Vadney, Belk. 2; Rep. Vose, Rock. 9

 

COMMITTEE: Ways and Means

 

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ANALYSIS

 

This bill increases the amount of income under the tax on interest and dividends which is exempted from taxation.  

 

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Explanation: Matter added to current law appears in bold italics.

Matter removed from current law appears [in brackets and struckthrough.]

Matter which is either (a) all new or (b) repealed and reenacted appears in regular type.

03/16/2017   0811s 17-0813

09/01

 

STATE OF NEW HAMPSHIRE

 

In the Year of Our Lord Two Thousand Seventeen

 

AN ACT relative to exemption of income from taxation under the tax on interest and dividends.

 

Be it Enacted by the Senate and House of Representatives in General Court convened:

 

1  Who Taxable.  Amend RSA 77:3, I to read as follows:

I.  Taxable income is that income received from interest and dividends during the tax year prior to the assessment date by:

(a)  Individuals who are inhabitants or residents of this state for any part of the taxable year whose gross interest and dividend income from all sources, including income from a qualified investment company pursuant to RSA 77:4, V, exceeds [$2,400] $10,000 during that taxable period.

(b)  Partnerships, limited liability companies, and associations, the beneficial interest in which is not represented by transferable shares, whose gross interest and dividend income from all sources exceeds [$2,400] $10,000 during the taxable year, but not including a qualified investment company as defined in RSA 77-A:1, XXI, or a trust comprising a part of an employee benefit plan, as defined in the Employee Retirement Income Security Act of 1974, section 3.

(c)  Executors deriving their appointment from a court of this state whose gross interest and dividend income from all sources exceeds [$2,400] $10,000 during the taxable year.

2  Interest and Dividends Tax; Exemptions  RSA 77:5 is repealed and reenacted to read as follows:

77:5  Exemptions.  Each taxpayer shall have an exemption from income of $10,000.

3  Applicability.  This act shall apply to taxable periods ending on or after December 31, 2017.

4  Effective Date.  This act shall take effect upon its passage.

 

LBAO

17-0813

Amended 3/31/17

 

SB 244-FN-A- FISCAL NOTE

AS AMENDED BY THE SENATE (AMENDMENT #2017-0811s)

 

AN ACT relative to exemption of income from taxation under the tax on interest and dividends.

 

FISCAL IMPACT:      [ X ] State              [    ] County               [    ] Local              [    ] None

 

 

 

Estimated Increase / (Decrease)

STATE:

FY 2018

FY 2019

FY 2020

FY 2021

   Appropriation

$0

$0

$0

$0

   Revenue

Indeterminable Decrease

Indeterminable Decrease

Indeterminable Decrease

Indeterminable Decrease

   Expenditures

$0

$0

$0

$0

Funding Source:

  [ X ] General            [    ] Education            [    ] Highway           [    ] Other

 

 

 

 

 

METHODOLOGY:

This bill would increase the Interest and Dividends tax thresholds and exemption amounts from $2,400 for individuals to $10,000 and from $4,800 for joint filers to $20,000.  The bill also eliminates the additional exemption of $1,200 for taxpayers who are blind, disabled or over 65.  The bill would apply to taxable periods ending on or after December 31, 2017.  The Department analyzed the tax liability information reported by taxpayers for tax year 2015 as of January 4, 2017.  Based on the tax year 2015 information:

  • Total liability reported for tax year 2015 was $82.7 million.
  • If the increased tax threshold and exemptions are applied to the 2015 tax year, the tax liability would have been $67.0 million, a reduction in general fund revenue of $15.7 million.
  • Typically some number of taxpayers have overpaid their tax liability and carry a credit with the Department to offset future tax liability rather than request a refund.
  • The Department expects, if there was no future liability to offset with the credits, taxpayers would request refunds.  The Department states refunds would further decrease revenue by an indeterminable amount.

 

The Department notes the legislation could be implemented within the Department's existing operating budget.

 

AGENCIES CONTACTED:

Department of Revenue Administration