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House Amendment 8007

Amendment Text

PAG LIN
  1  1    Amend House File 2081 as follows:
  1  2    #1.  Page 1, by striking lines 1 through 9 and
  1  3 inserting the following:
  1  4    "Section 1.  Section 422.5, subsection 1, paragraph
  1  5 j, subparagraph (2), unnumbered paragraph 1, Code
  1  6 2001, is amended to read as follows:
  1  7    The tax imposed upon the taxable income of a
  1  8 resident shareholder in an S corporation which has in
  1  9 effect for the tax year an election under subchapter S
  1 10 of the Internal Revenue Code or of a resident member
  1 11 of a limited liability company which has elected to
  1 12 have its income taxed directly to the member and
  1 13 carries on business within and without the state may
  1 14 be computed by reducing the amount determined pursuant
  1 15 to paragraphs "a" through "i" by the amounts of
  1 16 nonrefundable credits under this division and by
  1 17 multiplying this resulting amount by a fraction of
  1 18 which the resident's net income allocated to Iowa, as
  1 19 determined in section 422.8, subsection 2, paragraph
  1 20 "b", is the numerator and the resident's total net
  1 21 income computed under section 422.7 is the
  1 22 denominator.  If a resident shareholder or resident
  1 23 member has elected to take advantage of this
  1 24 subparagraph, and for the next tax year elects not to
  1 25 take advantage of this subparagraph, the resident
  1 26 shareholder or resident member shall not reelect to
  1 27 take advantage of this subparagraph for the three tax
  1 28 years immediately following the first tax year for
  1 29 which the shareholder or member elected not to take
  1 30 advantage of this subparagraph, unless the director
  1 31 consents to the reelection.  This subparagraph also
  1 32 applies to individuals who are residents of Iowa for
  1 33 less than the entire tax year.
  1 34    Sec. 2.  Section 422.5, subsection 1, paragraph k,
  1 35 unnumbered paragraph 4, Code 2001, is amended to read
  1 36 as follows:
  1 37    In the case of a resident, including a resident
  1 38 estate or trust, the state's apportioned share of the
  1 39 state alternative minimum tax is one hundred percent
  1 40 of the state alternative minimum tax computed in this
  1 41 subsection.  In the case of a resident or part-year
  1 42 resident shareholder in an S corporation which has in
  1 43 effect for the tax year an election under subchapter S
  1 44 of the Internal Revenue Code or of a resident or part-
  1 45 year resident member of a limited liability company
  1 46 which has elected to have its income taxed directly to
  1 47 the member and carries on business within and without
  1 48 the state, a nonresident, including a nonresident
  1 49 estate or trust, or an individual, estate, or trust
  1 50 that is domiciled in the state for less than the
  2  1 entire tax year, the state's apportioned share of the
  2  2 state alternative minimum tax is the amount of tax
  2  3 computed under this subsection, reduced by the
  2  4 applicable credits in sections 422.10 through 422.12
  2  5 and this result multiplied by a fraction with a
  2  6 numerator of the sum of state net income allocated to
  2  7 Iowa as determined in section 422.8, subsection 2,
  2  8 paragraph "a" or "b" as applicable, plus tax
  2  9 preference items, adjustments, and losses under
  2 10 subparagraph (1) attributable to Iowa and with a
  2 11 denominator of the sum of total net income computed
  2 12 under section 422.7 plus all tax preference items,
  2 13 adjustments, and losses under subparagraph (1).  In
  2 14 computing this fraction, those items excludable under
  2 15 subparagraph (1) shall not be used in computing the
  2 16 tax preference items.  Married taxpayers electing to
  2 17 file separate returns or separately on a combined
  2 18 return must allocate the minimum tax computed in this
  2 19 subsection in the proportion that each spouse's
  2 20 respective preference items, adjustments, and losses
  2 21 under subparagraph (1) bear to the combined preference
  2 22 items, adjustments, and losses under subparagraph (1)
  2 23 of both spouses.
  2 24    Sec. 3.  Section 422.8, subsection 2, paragraph b,
  2 25 Code 2001, is amended to read as follows:
  2 26    b.  A resident's income allocable to Iowa is the
  2 27 income determined under section 422.7 reduced by items
  2 28 of income and expenses from an S corporation or
  2 29 limited liability company that carries on business
  2 30 within and without the state when those items of
  2 31 income and expenses pass directly to the shareholders
  2 32 or members under provisions of the Internal Revenue
  2 33 Code.  These items of income and expenses are
  2 34 increased by the greater of the following:
  2 35    (1)  The net income or loss of the S corporation or
  2 36 limited liability company which is fairly and
  2 37 equitably attributable to this state under section
  2 38 422.33, subsections 2 and 3.
  2 39    (2)  Any cash or the value of property
  2 40 distributions which are made only to the extent that
  2 41 they are paid from income upon which Iowa income tax
  2 42 has not been paid, as determined under rules of the
  2 43 director, reduced by fifty percent of the amount of
  2 44 any of these distributions that are made to enable the
  2 45 shareholder or member to pay federal income tax on
  2 46 items of income, loss, and expenses from the S
  2 47 corporation or limited liability company.
  2 48    Sec. 4.  Section 422.8, subsection 6, Code 2001, is
  2 49 amended to read as follows:
  2 50    6.  If the resident or part-year resident is a
  3  1 shareholder of an S corporation which has in effect an
  3  2 election under subchapter S of the Internal Revenue
  3  3 Code or is a member of a limited liability company
  3  4 which has elected to have its income taxed directly to
  3  5 its members, subsections 1 and 3 do not apply to any
  3  6 income taxes paid to another state or foreign country
  3  7 on the income from the S corporation which has in
  3  8 effect an election under subchapter S of the Internal
  3  9 Revenue Code or from the limited liability company
  3 10 which has elected to have its income taxed directly to
  3 11 its members."
  3 12    #2.  Title page, line 3, by inserting after the
  3 13 word "corporation" the following:  "or a limited
  3 14 liability company".  
  3 15 
  3 16 
  3 17 
  3 18 
  3 19                               
  3 20 GRUNDBERG of Polk
  3 21 HF 2081.202 79
  3 22 mg/sh/8
     

Text: H08006                            Text: H08008
Text: H08000 - H08099                   Text: H Index
Bills and Amendments: General Index     Bill History: General Index

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