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US S5125

US S5125
Family Attribution Modernization Act


summary

Introduced
11/17/2022
In Committee
11/17/2022
Crossed Over
Passed
Dead
01/03/2023

Introduced Session

117th Congress

Bill Summary

A bill to amend the Internal Revenue Code of 1986 to reform the application of family attribution rules for purposes of retirement plans.

AI Summary

This bill, the Family Attribution Modernization Act, amends the Internal Revenue Code to reform the application of family attribution rules for purposes of retirement plans. Specifically, it disregards community property laws when determining ownership for the purposes of applying attribution rules under Section 1563. Additionally, it provides that stock of an individual not attributed to their spouse under the existing rules shall not be attributed to the spouse, and that attribution of stock in different corporations to a child from each parent shall not, by itself, result in those corporations being members of the same controlled group. These changes are intended to prevent unintended consequences in the application of the family attribution rules for retirement plan purposes.

Committee Categories

Budget and Finance

Sponsors (2)

Last Action

Read twice and referred to the Committee on Finance. (on 11/17/2022)

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