House File 2028 - Introduced HOUSE FILE 2028 BY LUNDGREN A BILL FOR An Act relating to establishing a reciprocal tax agreement 1 study by the department of revenue, and including effective 2 date provisions. 3 BE IT ENACTED BY THE GENERAL ASSEMBLY OF THE STATE OF IOWA: 4 TLSB 5222YH (4) 91 jm/jh
H.F. 2028 Section 1. RECIPROCAL TAX AGREEMENT WITH THE STATE OF 1 WISCONSIN —— STUDY. 2 1. Due to numerous residents of this state employed in 3 the state of Wisconsin and conversely numerous residents of 4 the state of Wisconsin employed in this state, and for the 5 mutual benefit of this state and the state of Wisconsin, the 6 department of revenue is directed to study the feasibility 7 of entering into a reciprocal tax agreement with the tax 8 administration agencies of the state of Wisconsin that adheres 9 to the conditions established in section 422.8, subsection 4. 10 2. By December 1, 2026, the department of revenue shall 11 report to the general assembly the findings of the study, 12 including the reasons the reciprocal tax agreement is feasible 13 or not feasible. If a reciprocal tax agreement is determined 14 to be feasible and mutually beneficial by this state and the 15 state of Wisconsin, the department of revenue shall submit 16 the proposed reciprocal tax agreement in bill form to the 17 legislative services agency prior to the 2027 regular session 18 of the Ninety-second General Assembly for authorization and 19 approval as required by section 422.8, subsection 4. 20 Sec. 2. EFFECTIVE DATE. This Act, being deemed of immediate 21 importance, takes effect upon enactment. 22 EXPLANATION 23 The inclusion of this explanation does not constitute agreement with 24 the explanation’s substance by the members of the general assembly. 25 This bill relates to establishing a reciprocal tax agreement 26 study by the department of revenue. 27 For the mutual benefit of both this state and the state of 28 Wisconsin, the bill directs the department of revenue (DOR) 29 to study the feasibility of entering into a reciprocal tax 30 agreement with the tax administration agencies of the state of 31 Wisconsin that adheres to the conditions established in Code 32 section 422.8(4). Generally, under such an agreement any wages 33 or salary made by an Iowa resident working in Wisconsin is 34 taxable only to Iowa and not to Wisconsin, and any wages or 35 -1- LSB 5222YH (4) 91 jm/jh 1/ 2
H.F. 2028 salary made by a Wisconsin resident working in Iowa is taxable 1 only to Wisconsin and not to Iowa. 2 By December 1, 2026, DOR shall report to the general assembly 3 the findings of the study, including the reasons the reciprocal 4 tax agreement is feasible or not feasible. If a reciprocal tax 5 agreement is determined to be feasible and mutually beneficial 6 by this state and the state of Wisconsin, DOR shall submit 7 the proposed reciprocal tax agreement in bill form to the 8 legislative services agency prior to the 2027 regular session 9 of the 92nd General Assembly for authorization and approval as 10 required by Code section 422.8(4). 11 Currently, the state of Iowa has one existing reciprocal tax 12 agreement with the state of Illinois. 13 The bill takes effect upon enactment. 14 -2- LSB 5222YH (4) 91 jm/jh 2/ 2