Text: H01568                            Text: H01570
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House Amendment 1569

Amendment Text

PAG LIN
  1  1    Amend House File 701 as follows:
  1  2    #1.  By striking everything after the enacting
  1  3 clause and inserting the following:
  1  4    "Section 1.  Section 422.4, subsection 1,
  1  5 paragraphs b and c, Code 2003, are amended to read as
  1  6 follows:
  1  7    b.  "Cumulative inflation factor" means the product
  1  8 of the annual inflation factor for the 1988 2003
  1  9 calendar year and all annual inflation factors for
  1 10 subsequent calendar years as determined pursuant to
  1 11 this subsection.  The cumulative inflation factor
  1 12 applies to all tax years beginning on or after January
  1 13 1 of the calendar year for which the latest annual
  1 14 inflation factor has been determined.
  1 15    c.  The annual inflation factor for the 1988 2003
  1 16 calendar year is one hundred percent.
  1 17    Sec. 2.  Section 422.5, subsection 1, paragraphs a
  1 18 through i, Code 2003, are amended by striking the
  1 19 paragraphs and inserting in lieu thereof the
  1 20 following:
  1 21    a.  On all taxable income from zero through eight
  1 22 thousand dollars, one and eighty-five hundredths
  1 23 percent.
  1 24    b.  On all taxable income exceeding eight thousand
  1 25 dollars but not exceeding forty thousand dollars, five
  1 26 and three-tenths percent.
  1 27    c.  On all taxable income exceeding forty thousand
  1 28 dollars but not exceeding sixty thousand dollars, six
  1 29 and thirty-five hundredths percent.
  1 30    d.  On all taxable income exceeding sixty thousand
  1 31 dollars, six and four-tenths percent.
  1 32    Sec. 3.  Section 422.5, subsection 1, paragraph j,
  1 33 Code 2003, is amended to read as follows:
  1 34    j.  (1)  The tax imposed upon the taxable income of
  1 35 a nonresident shall be computed by reducing the amount
  1 36 determined pursuant to paragraphs "a" through "i" "d"
  1 37 by the amounts of nonrefundable credits under this
  1 38 division and by multiplying this resulting amount by a
  1 39 fraction of which the nonresident's net income
  1 40 allocated to Iowa, as determined in section 422.8,
  1 41 subsection 2, paragraph "a", is the numerator and the
  1 42 nonresident's total net income computed under section
  1 43 422.7 is the denominator.  This provision also applies
  1 44 to individuals who are residents of Iowa for less than
  1 45 the entire tax year.
  1 46    (2)  The tax imposed upon the taxable income of a
  1 47 resident shareholder in an S corporation which has in
  1 48 effect for the tax year an election under subchapter S
  1 49 of the Internal Revenue Code and carries on business
  1 50 within and without the state may be computed by
  2  1 reducing the amount determined pursuant to paragraphs
  2  2 "a" through "i" "d" by the amounts of nonrefundable
  2  3 credits under this division and by multiplying this
  2  4 resulting amount by a fraction of which the resident's
  2  5 net income allocated to Iowa, as determined in section
  2  6 422.8, subsection 2, paragraph "b", is the numerator
  2  7 and the resident's total net income computed under
  2  8 section 422.7 is the denominator.  If a resident
  2  9 shareholder has elected to take advantage of this
  2 10 subparagraph, and for the next tax year elects not to
  2 11 take advantage of this subparagraph, the resident
  2 12 shareholder shall not reelect to take advantage of
  2 13 this subparagraph for the three tax years immediately
  2 14 following the first tax year for which the shareholder
  2 15 elected not to take advantage of this subparagraph,
  2 16 unless the director consents to the reelection.  This
  2 17 subparagraph also applies to individuals who are
  2 18 residents of Iowa for less than the entire tax year.
  2 19    This subparagraph shall not affect the amount of
  2 20 the taxpayer's checkoff to the Iowa election campaign
  2 21 fund under section 56.18, the checkoff for the fish
  2 22 and game fund in section 456A.16, the credits from tax
  2 23 provided in sections 422.10, 422.11A, and 422.12 and
  2 24 the allocation of these credits between spouses if the
  2 25 taxpayers filed separate returns or separately on
  2 26 combined returns.
  2 27    Sec. 4.  Section 422.5, subsection 1, paragraph k,
  2 28 unnumbered paragraph 1, Code 2003, is amended to read
  2 29 as follows:
  2 30    There is imposed upon every resident and
  2 31 nonresident of this state, including estates and
  2 32 trusts, the greater of the tax determined in
  2 33 paragraphs "a" through "d" and "j" or the state
  2 34 alternative minimum tax equal to seventy-five percent
  2 35 of the maximum state individual income tax rate for
  2 36 the tax year, rounded to the nearest one-tenth of one
  2 37 percent, of the state alternative minimum taxable
  2 38 income of the taxpayer as computed under this
  2 39 paragraph.
  2 40    Sec. 5.  Section 422.5, subsection 2, Code 2003, is
  2 41 amended to read as follows:
  2 42    2.  However, the tax shall not be imposed on a
  2 43 resident or nonresident whose net income, as defined
  2 44 in section 422.7, is thirteen fifteen thousand five
  2 45 hundred dollars or less in the case of married persons
  2 46 filing jointly or filing separately on a combined
  2 47 return, unmarried heads of household, and surviving
  2 48 spouses or nine eleven thousand dollars or less in the
  2 49 case of all other persons; but in the event that the
  2 50 payment of tax under this division would reduce the
  3  1 net income to less than thirteen fifteen thousand five
  3  2 hundred dollars or nine eleven thousand dollars as
  3  3 applicable, then the tax shall be reduced to that
  3  4 amount which would result in allowing the taxpayer to
  3  5 retain a net income of thirteen fifteen thousand five
  3  6 hundred dollars or nine eleven thousand dollars as
  3  7 applicable.  The preceding sentence does not apply to
  3  8 estates or trusts.  For the purpose of this
  3  9 subsection, the entire net income, including any part
  3 10 of the net income not allocated to Iowa, shall be
  3 11 taken into account.  For purposes of this subsection,
  3 12 net income includes all amounts of pensions or other
  3 13 retirement income received from any source which is
  3 14 not taxable under this division as a result of the
  3 15 government pension exclusions in section 422.7, or any
  3 16 other state law.  If the combined net income of a
  3 17 husband and wife exceeds thirteen fifteen thousand
  3 18 five hundred dollars, neither of them shall receive
  3 19 the benefit of this subsection, and it is immaterial
  3 20 whether they file a joint return or separate returns.
  3 21 However, if a husband and wife file separate returns
  3 22 and have a combined net income of thirteen fifteen
  3 23 thousand five hundred dollars or less, neither spouse
  3 24 shall receive the benefit of this paragraph, if one
  3 25 spouse has a net operating loss and elects to carry
  3 26 back or carry forward the loss as provided in section
  3 27 422.9, subsection 3.  A person who is claimed as a
  3 28 dependent by another person as defined in section
  3 29 422.12 shall not receive the benefit of this
  3 30 subsection if the person claiming the dependent has
  3 31 net income exceeding thirteen fifteen thousand five
  3 32 hundred dollars or nine eleven thousand dollars as
  3 33 applicable or the person claiming the dependent and
  3 34 the person's spouse have combined net income exceeding
  3 35 thirteen fifteen thousand five hundred dollars or nine
  3 36 eleven thousand dollars as applicable.
  3 37    In addition, if the married persons', filing
  3 38 jointly or filing separately on a combined return,
  3 39 unmarried head of household's, or surviving spouse's
  3 40 net income exceeds thirteen fifteen thousand five
  3 41 hundred dollars, the regular tax imposed under this
  3 42 division shall be the lesser of the maximum state
  3 43 individual income tax rate product of eight percent
  3 44 times the portion of the net income in excess of
  3 45 thirteen fifteen thousand five hundred dollars or the
  3 46 regular tax liability computed without regard to this
  3 47 sentence.  Taxpayers electing to file separately shall
  3 48 compute the alternate tax described in this paragraph
  3 49 using the total net income of the husband and wife.
  3 50 The alternate tax described in this paragraph does not
  4  1 apply if one spouse elects to carry back or carry
  4  2 forward the loss as provided in section 422.9,
  4  3 subsection 3.
  4  4    Sec. 6.  Section 422.5, subsection 5, Code 2003, is
  4  5 amended to read as follows:
  4  6    5.  Upon determination of the latest cumulative
  4  7 inflation factor, the director shall multiply each
  4  8 dollar amount set forth in subsection 1, paragraphs
  4  9 "a" through "i" "d", of this section by this
  4 10 cumulative inflation factor, shall round off the
  4 11 resulting product to the nearest one dollar, and shall
  4 12 incorporate the result into the income tax forms and
  4 13 instructions for each tax year.
  4 14    Sec. 7.  Section 422.9, subsection 1, Code 2003, is
  4 15 amended to read as follows:
  4 16    1.  An optional standard deduction, after deduction
  4 17 of federal income tax, equal to one thousand two
  4 18 hundred thirty dollars for a married person who files
  4 19 separately or a single person or equal to three
  4 20 thousand thirty dollars for a husband and wife who
  4 21 file a joint return, a surviving spouse, or an
  4 22 unmarried head of household.  The optional standard
  4 23 deduction shall not exceed the amount remaining after
  4 24 deduction of the federal income tax.  The amount of
  4 25 federal income taxes deducted shall not exceed the
  4 26 amount as computed under subsection 2, paragraph "b".
  4 27    Sec. 8.  Section 422.9, subsection 2, paragraph b,
  4 28 Code 2003, is amended by striking the paragraph and
  4 29 inserting in lieu thereof the following:
  4 30    b.  Add the amount of federal income taxes paid in
  4 31 a tax year beginning on or after January 1, 2003, but
  4 32 before January 1, 2006, to the extent the payment is
  4 33 for a tax year beginning prior to January 1, 2003.
  4 34 Subtract the amount of federal income tax refunds
  4 35 received in a tax year beginning on or after January
  4 36 1, 2003, but before January 1, 2006, to the extent
  4 37 that the federal income tax was deducted on an Iowa
  4 38 individual income tax return for a tax year beginning
  4 39 prior to January 1, 2003.
  4 40    Sec. 9.  Section 422.11B, Code 2003, is amended to
  4 41 read as follows:
  4 42    422.11B  MINIMUM TAX CREDIT.
  4 43    1.  There is allowed as a credit against the tax
  4 44 determined in section 422.5, subsection 1, paragraphs
  4 45 "a" through "d" and "j", for a tax year an amount
  4 46 equal to the minimum tax credit for that tax year.
  4 47    The minimum tax credit for a tax year is the
  4 48 excess, if any, of the adjusted net minimum tax
  4 49 imposed for all prior tax years beginning on or after
  4 50 January 1, 1987, over the amount allowable as a credit
  5  1 under this section for those prior tax years.
  5  2    2.  The allowable credit under subsection 1 for a
  5  3 tax year shall not exceed the excess, if any, of the
  5  4 tax determined in section 422.5, subsection 1,
  5  5 paragraphs "a" through "d" and "j", over the state
  5  6 alternative minimum tax as determined in section
  5  7 422.5, subsection 1, paragraph "k".
  5  8    The net minimum tax for a tax year is the excess,
  5  9 if any, of the tax determined in section 422.5,
  5 10 subsection 1, paragraph "k", for the tax year over the
  5 11 tax determined in section 422.5, subsection 1,
  5 12 paragraphs "a" through "d" and "j", for the tax year.
  5 13    The adjusted net minimum tax for a tax year is the
  5 14 net minimum tax for the tax year reduced by the amount
  5 15 which would be the net minimum tax if the only item of
  5 16 tax preference taken into account was that described
  5 17 in paragraph (6) of section 57(a) of the Internal
  5 18 Revenue Code.
  5 19    Sec. 10.  APPLICABILITY DATE.  This Act applies
  5 20 retroactively to January 1, 2003, for tax years
  5 21 beginning on or after that date."
  5 22    #2.  Title page, by striking lines 1 through 3 and
  5 23 inserting the following:  "An Act relating to the
  5 24 individual income tax by eliminating the deduction for
  5 25 federal taxes paid and adjusting the income tax rates
  5 26 and bracket amounts and including a retroactive
  5 27 applicability date provision." 
  5 28 
  5 29 
  5 30                               
  5 31 SHOULTZ of Black Hawk 
  5 32 HF 701.203 80
  5 33 mg/sh
     

Text: H01568                            Text: H01570
Text: H01500 - H01599                   Text: H Index
Bills and Amendments: General Index     Bill History: General Index

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