New York 2025-2026 Regular Session

New York Assembly Bill A05803

Introduced
2/20/25  
Refer
2/20/25  

Caption

Provides a resident taxpayer an additional personal income tax exemption for each dependent who is 65 years of age or older and who is residing with the taxpayer; requires the office for the aging to biennially report to the governor and legislature concerning the effects of such additional tax exemption on programs offered under the auspices or with the support, direct or indirect, of the office for the aging.

Summary

Bill A05803 aims to amend the elder law and tax law in New York by providing an additional personal income tax exemption for residents who have dependents aged 65 or older living with them. The bill also mandates the Office for the Aging to report biennially to the governor and legislature on the impact of this tax exemption on programs that support elderly care. The intent is to enhance existing programs that encourage families to care for elderly relatives at home, thereby improving their quality of life and maintaining familial ties.

Impact

The bill will have a significant impact on state laws by introducing a new personal income tax exemption for taxpayers with elderly dependents. This change is expected to provide financial relief to families who take on the responsibility of caring for elderly relatives, potentially leading to increased participation in state-supported aging programs. Additionally, the requirement for biennial reporting will ensure that the effectiveness of this exemption is monitored and assessed in relation to existing programs for the elderly.

Sentiment

The general sentiment surrounding Bill A05803 appears to be positive, as it seeks to provide financial support to families caring for elderly dependents. Discussions indicate a recognition of the importance of family involvement in elderly care and the need for state assistance to enhance these efforts. However, there may be concerns regarding the fiscal implications of the additional tax exemption.

Contention

Notable points of contention may arise regarding the financial impact of the proposed tax exemption on state revenues and whether it adequately addresses the needs of all families caring for elderly dependents. Some stakeholders might argue that the exemption could disproportionately benefit higher-income families, while others may question the effectiveness of the reporting requirements in truly capturing the needs of elderly care programs.

Companion Bills

No companion bills found.

Previously Filed As

NY A03079

Provides additional personal exemption of $650 for each dependent who is 65 years of age or older and whose gross income for the calendar year is not more than $1500.

NY A10724

Provides an exemption from taxes on income to certain taxpayers who claim at least one dependent under the age of five.

NY A03736

Establishes a tax credit for rent paid on the personal residence of certain taxpayers who lease the taxpayer's primary residence during the taxable year and who pay rent with respect to such residence in excess of thirty percent of such taxpayer's gross income for such taxable year whose income is less than fifty percent of the area median income.

NY S05808

Establishes a tax credit for rent paid on the personal residence of certain taxpayers who lease the taxpayer's primary residence during the taxable year and who pay rent with respect to such residence in excess of thirty percent of such taxpayer's gross income for such taxable year whose income is less than fifty percent of the area median income.

NY S01026

Establishes a tax credit for rent paid on the personal residence of certain taxpayers who lease the taxpayer's primary residence during the taxable year and who pay rent with respect to such residence in excess of thirty percent of such taxpayer's gross income for such taxable year.

NY A01182

Establishes a tax credit for rent paid on the personal residence of certain taxpayers who lease the taxpayer's primary residence during the taxable year and who pay rent with respect to such residence in excess of thirty percent of such taxpayer's gross income for such taxable year.

NY A03215

Establishes a tax credit for rent paid on the personal residence of certain taxpayers who lease the taxpayer's primary residence during the taxable year and who pay rent with respect to such residence in excess of thirty percent of such taxpayer's gross income for such taxable year.

NY S05864

Establishes a tax credit for rent paid on the personal residence of certain taxpayers who lease the taxpayer's primary residence during the taxable year and who pay rent with respect to such residence in excess of thirty percent of such taxpayer's gross income for such taxable year.

NY HB337

Establishes an income tax credit for taxpayers who claim a dependent under the age of six (OR -$65,200,000 GF RV See Note)

NY HB4136

Relating to tax treatment of mortgage interest; prescribing an effective date.

Similar Bills

No similar bills found.