House of Representatives

HB 2616

income tax; eliminate marriage penalty

Sponsors: Reps. Johnson, et al

 

DPA

Committee on Ways and Means

X

Caucus and COW

 

 

As Passed the House

 

As introduced, HB 2616 creates a new individual income tax filing bracket and standard deduction for married filing joint with at least one dependent and allows a state adjustment for capital gain losses for married filing joint returns.  The proposed strike-everything amendment will increase the standard deduction for individual income tax filers.

History

Arizona imposes a progressive income tax rate on individuals with taxable income in this state and upon nonresidents who derive their income from sources within Arizona. In Arizona, annual individual income tax accounts for approximately one-third of all state general fund revenues.  For FY 99-00 the state revenues for individual income tax is approximately 2 billion.  The current rate structure ranges from 2.8% to 5.04%.

 

For those filers who do not itemize their deductions, Arizona provides a standard deduction as follows:

            Single/Married Filing Separate              $3,600

            Married Filing Joint/Head of Household            $7,200

 

The proposed strike everything amendment will increase the standard deduction.  The proposed increases will reduce income tax revenues by approximately $50 million per year for an impact of $100 million during the 2001-2003 biennial budget cycle.  According to DOR, this will have the effect of reducing the tax liability for those with a federal adjusted gross income (FAGI) of $10,000 or less by approximately 70%.  For filers with a FAGI between $10,000 and $20,000 the reduction in liability is approximately 20%, for filers with a FAGI between $20,000 and $25,000 the effect will result in a 16% reduction.  Anyone with a FAGI between $25,000 and $30,000 will have an estimated 11.6% reduction in tax liability.  Filers between $30,000 and $40,000 FAGI will see approximately a 7.8% reduction and all other filers will see either small decreases or no decreases, depending on whether they itemize or use the new standard deduction.

 

Provisions for the proposed strike-everything amendment

·                      Beginning in tax year 2001, increases the standard deduction for single and married filing separate from $3,600 to $5,050.

·                      Beginning in tax year 2001, increases the standard deduction for married filing joint and head of household from $7,200 to $10,100.

HB 2616 proposed strike everything amendment was adopted as listed in the provisions.

 

 

 

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45th Legislature                                                                                                                                   

First Regular Session                                       2                                                      February 28, 2001

 

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