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Bill > HB1101


IN HB1101

IN HB1101
Tax deduction and credit for persons 65 or older.


summary

Introduced
01/08/2025
In Committee
01/08/2025
Crossed Over
Passed
Dead
04/24/2025

Introduced Session

2025 Regular Session

Bill Summary

Tax deduction and credit for persons 65 or older. Increases, for purposes of the deduction for persons 65 or older: (1) the adjusted gross income threshold for an individual from $30,000 to $40,000; (2) the combined adjusted gross income threshold for an individual filing a joint return with the individual's spouse from $40,000 to $50,000; (3) the combined adjusted gross income for an individual and all other individuals that are joint tenants or tenants in common from $40,000 to $50,000; and (4) the maximum assessed value of the property subject to the deduction from $240,000 to $350,000. Increases, for purposes of the over 65 circuit breaker credit: (1) the adjusted gross income threshold for an individual from $30,000 to $40,000; (2) the combined adjusted gross income threshold for an individual filing a joint return with the individual's spouse from $40,000 to $50,000; and (3) the maximum assessed value of the property subject to the credit from $240,000 to $350,000. Makes conforming changes.

AI Summary

This bill increases tax benefits for homeowners aged 65 and older by expanding income thresholds and property value limits for property tax deductions and credits. Specifically, for assessment dates after December 31, 2025, the bill raises the adjusted gross income threshold for single filers from $30,000 to $40,000 and for joint filers from $40,000 to $50,000. It also increases the maximum assessed property value eligible for the deduction and circuit breaker credit from $240,000 to $350,000. These changes will be annually adjusted for cost of living increases based on Social Security benefit adjustments. The bill applies to property tax assessment dates after December 31, 2025, and is designed to provide additional financial relief to older homeowners by allowing them to keep more of their income and potentially reduce their property tax burden. The income thresholds and property value limits will help ensure that more seniors can qualify for these tax benefits, taking into account rising living costs and property values.

Committee Categories

Budget and Finance

Sponsors (3)

Last Action

Representative King added as coauthor (on 01/27/2025)

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