H.B. 77

             1     

TAX CREDIT FOR HOME-SCHOOLING PARENT

             2     
2014 GENERAL SESSION

             3     
STATE OF UTAH

             4     
Chief Sponsor: David E. Lifferth

             5     
Senate Sponsor: ____________

             6     
             7      LONG TITLE
             8      General Description:
             9          This bill provides a nonrefundable tax credit for a home-schooling parent.
             10      Highlighted Provisions:
             11          This bill:
             12          .    defines terms;
             13          .    provides a nonrefundable tax credit for a home-schooling parent; and
             14          .    provides that the tax credit for a home-schooling parent is subject to apportionment.
             15      Money Appropriated in this Bill:
             16          None
             17      Other Special Clauses:
             18          This bill has retrospective operation for a taxable year beginning on or after January 1,
             19      2014.
             20      Utah Code Sections Affected:
             21      AMENDS:
             22           59-10-1002.2 , as last amended by Laws of Utah 2011, Chapter 302
             23      ENACTS:
             24           59-10-1032 , Utah Code Annotated 1953
             25     
             26      Be it enacted by the Legislature of the state of Utah:
             27          Section 1. Section 59-10-1002.2 is amended to read:


             28           59-10-1002.2. Apportionment of tax credits.
             29          (1) A nonresident individual or a part-year resident individual that claims a tax credit
             30      in accordance with Section 59-10-1017 , 59-10-1018 , 59-10-1019 , 59-10-1021 , 59-10-1022 ,
             31      59-10-1023 , 59-10-1024 , [or] 59-10-1028 , or 59-10-1032 may only claim an apportioned
             32      amount of the tax credit equal to:
             33          (a) for a nonresident individual, the product of:
             34          (i) the state income tax percentage for the nonresident individual; and
             35          (ii) the amount of the tax credit that the nonresident individual would have been
             36      allowed to claim but for the apportionment requirements of this section; or
             37          (b) for a part-year resident individual, the product of:
             38          (i) the state income tax percentage for the part-year resident individual; and
             39          (ii) the amount of the tax credit that the part-year resident individual would have been
             40      allowed to claim but for the apportionment requirements of this section.
             41          (2) A nonresident estate or trust that claims a tax credit in accordance with Section
             42      59-10-1017 , 59-10-1020 , 59-10-1022 , 59-10-1024 , or 59-10-1028 may only claim an
             43      apportioned amount of the tax credit equal to the product of:
             44          (a) the state income tax percentage for the nonresident estate or trust; and
             45          (b) the amount of the tax credit that the nonresident estate or trust would have been
             46      allowed to claim but for the apportionment requirements of this section.
             47          Section 2. Section 59-10-1032 is enacted to read:
             48          59-10-1032. Nonrefundable tax credit for home-schooling parent.
             49          (1) As used in this section:
             50          (a) "Home-schooling parent" means a parent:
             51          (i) of a home-schooled child;
             52          (ii) who has submitted the affidavit described in Subsection 53A-11-102 (2); and
             53          (iii) who claims the home-schooled child as a dependent under Section 151, Internal
             54      Revenue Code, on the parent's federal individual income tax return for the taxable year.
             55          (b) "Home-schooled child" means a school-age minor who is excused from school
             56      attendance in accordance with Subsection 53A-11-102 (2).
             57          (c) "Parent" means an individual who:
             58          (i) is the biological mother or father of a home-schooled child;


             59          (ii) is the stepfather or stepmother of a home-schooled child;
             60          (iii) (A) legally adopts a home-schooled child; or
             61          (B) has a home-schooled child placed in the individual's home by a child placing
             62      agency, as defined in Section 62A-4a-601 , for the purpose of legally adopting the child;
             63          (iv) is a foster parent of a home-schooled child; or
             64          (v) is a legal guardian of a home-schooled child.
             65          (2) Except as provided in Section 59-10-1002.2 , a claimant may claim a nonrefundable
             66      tax credit against a tax under this chapter of $500 for each home-schooled child if the claimant,
             67      or another claimant who files a joint return under this chapter with the claimant, is a
             68      home-schooling parent.
             69          (3) A home-schooling parent may claim a tax credit under this section regardless of
             70      whether the home-schooled child participates in an extracurricular activity in a public school in
             71      accordance with Section 53A-11-102.6 .
             72          (4) A tax credit under this section may be claimed once per home-schooled child per
             73      return for a taxable year.
             74          (5) A claimant may not carry forward or carry back a tax credit under this section.
             75          Section 3. Retrospective operation.
             76          This bill has retrospective operation for a taxable year beginning on or after January 1,
             77      2014.




Legislative Review Note
    as of 1-13-14 3:00 PM


Office of Legislative Research and General Counsel


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