House Study Bill 45 - Introduced HOUSE FILE _____ BY (PROPOSED COMMITTEE ON WAYS AND MEANS BILL BY CHAIRPERSON SANDS) A BILL FOR An Act excluding from the computation of net income capital 1 gains realized from the sale of all or substantially all of 2 the equity interests in certain businesses and including 3 retroactive applicability provisions. 4 BE IT ENACTED BY THE GENERAL ASSEMBLY OF THE STATE OF IOWA: 5 TLSB 1581YC (9) 84 tw/sc
H.F. _____ Section 1. Section 422.7, subsection 21, paragraph a, 1 subparagraph (1), Code 2011, is amended to read as follows: 2 (1) (a) Net capital gain from the sale of real property 3 used in a business, in which the taxpayer materially 4 participated for ten years, as defined in section 469(h) 5 of the Internal Revenue Code, and which has been held for 6 a minimum of ten years, or from the sale of a business, as 7 defined in section 423.1 , in which the taxpayer materially 8 participated for ten years, as defined in section 469(h) of the 9 Internal Revenue Code, and which has been held for a minimum 10 of ten years. The sale of a business means the sale of all or 11 substantially all of the tangible personal property , intangible 12 property, or service of the business. “Sale of a business” 13 includes the sale of all or substantially all of the stock or 14 equity interests in the business, whether the business is held 15 as a proprietorship, corporation, partnership, joint venture, 16 trust, limited liability company, or another business entity. 17 (b) However, where If the business is sold to individuals 18 who are all lineal descendants of the taxpayer, the taxpayer 19 does not have to have materially participated in the business 20 in order for the net capital gain from the sale to be excluded 21 from taxation. 22 (c) However, in In lieu of the net capital gain deduction in 23 this paragraph and paragraphs “b” , “c” , and “d” , where if the 24 business is sold to individuals who are all lineal descendants 25 of the taxpayer, the amount of capital gain from each capital 26 asset may be subtracted in determining net income. 27 Sec. 2. RETROACTIVE APPLICABILITY. This Act applies 28 retroactively to January 1, 2011, for tax years beginning on 29 or after that date. 30 EXPLANATION 31 This bill relates to the taxation of capital gains on the 32 sale of assets held in a business. 33 Current law provides an exclusion from the computation of 34 net income for any capital gains realized from the sale of 35 -1- LSB 1581YC (9) 84 tw/sc 1/ 2
H.F. _____ all or substantially all of the tangible personal property or 1 service of a business if the taxpayer materially participated 2 in the business and held the assets for at least 10 years. This 3 exclusion, however, does not extend to the sale of stock or 4 other equity interests in the business. The bill applies the 5 exclusion to the sale of intangible property of the business, 6 including stock or other equity interests in the business. 7 The bill applies retroactively to January 1, 2011, for tax 8 years beginning on or after that date. 9 -2- LSB 1581YC (9) 84 tw/sc 2/ 2