Today's Law As Amended


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SB-1794 Personal income taxes: renter’s credit: budget implementation.(1995-1996)



As Amends the Law Today


SECTION 1.

 Section 17053.5 of the Revenue and Taxation Code, as amended and renumbered by Section 1 of Chapter 474 of the Statutes of 1991, is amended to read:

17053.5.
 (a)   (1) In  For a qualified renter,  the case of qualified renters,  there shall be allowed a credit against the renter’s “net tax,” as credits against their “net tax” (as  defined in Section 17039. The amount of the  17039). The  credit shall be as follows: in the amount of one hundred twenty dollars ($120) for married couples filing joint returns, heads of household and surviving spouses (as defined in Section 17046), and sixty dollars ($60) for other individuals.  
(A) For spouses filing joint returns, heads of household, and surviving spouses, as defined in Section 17046, the credit shall be equal to one hundred twenty dollars ($120) if adjusted gross income is fifty thousand dollars ($50,000) or less.
(B) For other individuals, the credit shall be equal to sixty dollars ($60) if adjusted gross income is twenty-five thousand dollars ($25,000) or less.
(2)  Except as provided in subdivision (b), spouses  a husband and wife  shall receive but one credit under this section. If the spouses  husband and wife  file separate returns, the credit may be taken by either or equally divided between them, except as follows:
(A) (1)   If one spouse was a resident for the entire taxable year and the other spouse was a nonresident for part or all of the taxable year, the resident spouse shall be allowed one-half the credit allowed to married persons and the nonresident spouse shall be permitted one-half the credit allowed to married persons, prorated as provided in subdivision (e).  
(B) (2)   If both spouses were nonresidents for part of the taxable year, the credit allowed to married persons shall be divided equally between them subject to the proration provided in subdivision (e).  
(b)   For spouses,  In the case of a husband and wife,  if each spouse maintained a separate place of residence and resided in this state during the entire taxable year, each spouse will be allowed one-half the full credit allowed to married persons provided in subdivision (a).  
(c)   For purposes of this section, a “qualified renter” means an individual who satisfies both of the following: who:  
(1)   Was a resident of this state, as defined in Section 17014. 17014, and  
(2)   Rented and occupied premises in this state which constituted the individual’s  his or her  principal place of residence during at least 50 percent of the taxable year.  
(d)   “Qualified  The term “qualified  renter” does not include any of the following:  
(1)   An individual who for more than 50 percent of the taxable year rented and occupied premises that which  were exempt from property taxes, except that an individual, otherwise qualified, is  shall be  deemed a qualified renter if the individual or the individual’s  he or she or his or her  landlord pays possessory interest taxes, or the owner of those premises makes payments in lieu of property taxes that which  are substantially equivalent to property taxes paid on properties of comparable market value.  
(2)   An individual whose principal place of residence for more than 50 percent of the taxable year is with another  any other  person who claimed that such  individual as a dependent for income tax purposes.  
(3)   An individual who has been granted or whose spouse has been granted the homeowners’ property tax exemption during the taxable year. This paragraph does shall  not apply to  in the case of  an individual whose spouse has been granted the homeowners’ property tax exemption if each spouse maintained a separate residence for the entire taxable year.  
(e)   An Any  otherwise qualified renter who is a nonresident for any portion of the taxable year shall claim the credits set forth in subdivision (a) at the rate of one-twelfth of those credits for each full month that individual resided within this state during the taxable year.  
(f)   A Every  person claiming the credit provided in this section shall, as part of that claim, and under penalty of perjury, furnish that information as the Franchise Tax Board prescribes on a form supplied by the board.  
(g)   The credit provided in this section shall be claimed on returns in the form as the Franchise Tax Board may from time to time prescribe.  
(h)   For the  purposes of this section, the term  “premises” means a house or a dwelling unit used to provide living accommodations in a building or structure and the land incidental thereto, but does not include land only, unless the  except in the case where the  dwelling unit is a mobilehome. The credit is shall  not be  allowed for any taxable year for the rental of land upon which a mobilehome is located if the mobilehome has been granted a homeowners’ exemption under Section 218 in that year.  
(i)  In the case of qualified renters whose credits provided in this section exceed their tax liability computed under this part the excess shall be credited against other amounts due, if any, from the qualified renter and the balance, if any, shall be refunded to the qualified renter.
(i) (j)   This section shall become operative on January 1, 1998, 1997,  and applies  shall apply  to any taxable year beginning on or after January 1, 1998. 1997.  
(j) For each taxable year beginning on or after January 1, 1999, the Franchise Tax Board shall recompute the adjusted gross income amounts set forth in subdivision (a). The computation shall be made as follows:
(1) The Department of Industrial Relations shall transmit annually to the Franchise Tax Board the percentage change in the California Consumer Price Index for all items from June of the prior calendar year to June of the current year, no later than August 1 of the current calendar year.
(2) The Franchise Tax Board shall compute an inflation adjustment factor by adding 100 percent to the portion of the percentage change figure which is furnished pursuant to paragraph (1) and dividing the result by 100.
(3) The Franchise Tax Board shall multiply the amount in subparagraph (B) of paragraph (1) of subdivision (a) for the preceding taxable year by the inflation adjustment factor determined in paragraph (2), and round off the resulting products to the nearest one dollar ($1).
(4) In computing the amounts pursuant to this subdivision, the amounts provided in subparagraph (A) of paragraph (1) of subdivision (a) shall be twice the amount provided in subparagraph (B) of paragraph (1) of subdivision (a).
SEC. 2.
 This act provides for a tax levy within the meaning of Article IV of the Constitution and shall go into immediate effect.