H.B. 218

             1     

TAX CREDIT FOR WORKING INDIVIDUALS AND

             2     
FAMILIES

             3     
2014 GENERAL SESSION

             4     
STATE OF UTAH

             5     
Chief Sponsor: Eric K. Hutchings

             6     
Senate Sponsor: John L. Valentine

             7     
             8      LONG TITLE
             9      General Description:
             10          This bill enacts a tax credit and provides for transfers from the General Fund into the
             11      Education Fund in the amount of tax credit claimed.
             12      Highlighted Provisions:
             13          This bill:
             14          .    enacts a state earned income tax credit;
             15          .    provides for apportionment of the tax credit;
             16          .    addresses the time period for which the tax credit may be claimed;
             17          .    requires transfers from the General Fund into the Education Fund in the amount of
             18      tax credit claimed;
             19          .    grants rulemaking authority to the State Tax Commission; and
             20          .    makes technical and conforming changes.
             21      Money Appropriated in this Bill:
             22          None
             23      Other Special Clauses:
             24          None
             25      Utah Code Sections Affected:
             26      ENACTS:
             27           59-10-1102.1 , Utah Code Annotated 1953


             28           59-10-1110 , Utah Code Annotated 1953
             29     
             30      Be it enacted by the Legislature of the state of Utah:
             31          Section 1. Section 59-10-1102.1 is enacted to read:
             32          59-10-1102.1. Apportionment of tax credit.
             33          A nonresident individual or a part-year resident individual who claims a tax credit in
             34      accordance with Section 59-10-1110 may only claim an apportioned amount of the tax credit
             35      equal to the product of:
             36          (1) the state income tax percentage for the nonresident individual or part-year resident
             37      individual; and
             38          (2) the amount of the tax credit that the nonresident individual or part-year resident
             39      individual would have been allowed to claim but for the apportionment requirements of this
             40      section.
             41          Section 2. Section 59-10-1110 is enacted to read:
             42          59-10-1110. State earned income tax credit.
             43          (1) As used in this section, "federal earned income tax credit" means the amount of the
             44      federal earned income tax credit a claimant claims as allowed for a taxable year in accordance
             45      with Section 32, Internal Revenue Code, on the claimant's federal individual income tax return.
             46          (2) Except as provided in Section 59-10-1102.1 and subject to Subsections (3) and (4),
             47      a claimant may claim a refundable earned income tax credit equal to 5% of the federal earned
             48      income tax credit.
             49          (3) A claimant may not carry forward or carry back a tax credit provided for under this
             50      section.
             51          (4) A claimant may claim a tax credit under this section for a taxable year beginning on
             52      or after the first day of the claimant's taxable year that begins on or after the January 1
             53      immediately following the earlier of:
             54          (a) the date a decision described in Subsection 59-12-103.1 (1)(a) becomes a final,
             55      unappealable decision; or
             56          (b) the effective date of the action by Congress described in Subsection
             57      59-12-103.1 (1)(b).
             58          (5) In accordance with any rules prescribed by the commission under Subsection


             59      (6)(b), the commission shall transfer at least annually from the General Fund into the Education
             60      Fund an amount equal to the amount of tax credit claimed under this section.
             61          (6) In accordance with Title 63G, Chapter 3, Utah Administrative Rulemaking Act, the
             62      commission may make rules:
             63          (a) providing procedures for issuing refunds for a tax credit claimed under this section;
             64      and
             65          (b) making a transfer from the General Fund into the Education Fund as required by
             66      Subsection (5).




Legislative Review Note
    as of 1-30-14 10:33 AM


Office of Legislative Research and General Counsel


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