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CA AB46

CA AB46
Personal income taxes: exclusion: Military Services Retirement and Surviving Spouse Benefit Payment Act.


summary

Introduced
12/05/2022
In Committee
08/14/2023
Crossed Over
05/22/2023
Passed
Dead
11/30/2024

Introduced Session

2023-2024 Session

Bill Summary

An act to add and repeal Sections 17132.9 and 17132.10 of the Revenue and Taxation Code, relating to taxation, to take effect immediately, tax levy.

AI Summary

This bill, the Military Services Retirement and Surviving Spouse Benefit Payment Act, would exclude from personal income tax, for taxable years from 2024 to 2034, retirement pay received by a taxpayer for service in the uniformed services (including the Armed Forces, Public Health Service, and National Oceanic and Atmospheric Administration) and annuity payments received by a surviving spouse or beneficiary under the Department of Defense Survivor Benefit Plan. The bill includes findings and declarations regarding the importance of retaining skilled military personnel and supporting their economic well-being after retirement. It also requires the Legislative Analyst's Office to report on the effectiveness of these tax exclusions in meeting specific goals, such as retaining veterans in California and increasing their earned income subject to state taxes.

Committee Categories

Budget and Finance, Military Affairs and Security

Sponsors (44)

Devon Mathis (R)* James Ramos (D)* Esmeralda Soria (D)* Dawn Addis (D),  Juan Alanis (R),  David Alvarez (D),  Joaquin Arambula (D),  Bob Archuleta (D),  Toni Atkins (D),  Jasmeet Bains (D),  Marc Berman (D),  Tasha Boerner Horvath (D),  Isaac Bryan (D),  Juan Carrillo (D),  Phillip Chen (R),  Damon Connolly (D),  Brian Dahle (R),  Megan Dahle (R),  Laurie Davies (R),  Diane Dixon (R),  Bill Dodd (D),  Bill Essayli (R),  Heath Flora (R),  Shannon Grove (R),  Brian Jones (R),  Tom Lackey (R),  Caroline Menjivar (D),  Al Muratsuchi (D),  Josh Newman (D),  Janet Nguyen (R),  Rosilicie Ochoa Bogh (R),  Joe Patterson (R),  Sharon Quirk-Silva (D),  Robert Rivas (D),  Freddie Rodriguez (D),  Blanca Rubio (D),  Kate Sanchez (R),  Kelly Seyarto (R),  Tri Ta (R),  Marie Waldron (R),  Chris Ward (D),  Akilah Weber Pierson (D),  Scott Wilk (R),  Lori Wilson (D), 

Last Action

In committee: Held under submission. (on 08/15/2024)

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