New York 2025-2026 Regular Session

New York Senate Bill S01439

Introduced
1/9/25  
Refer
1/9/25  

Caption

Imposes an additional tax on income attributable to long-term capital gain.

Summary

Bill S01439 proposes an amendment to New York's tax law by introducing an additional tax on income derived from long-term capital gains. This tax will apply to individuals based on their taxable income levels, with rates set at 7.5% for those earning over $500,000 and 15% for those earning over $1 million. The bill outlines specific income thresholds and phases in the tax rates proportionally over specified income ranges, aiming to target higher-income earners more effectively.

Impact

The implementation of this bill would modify the existing tax structure in New York, specifically affecting individuals with significant investment income. It introduces a new tax category that could lead to increased revenue for the state, potentially impacting funding for public services. The bill's provisions would necessitate changes in tax administration and compliance for affected taxpayers, particularly those with income from investments.

Sentiment

The sentiment surrounding Bill S01439 appears to be mixed, with proponents arguing that it is a necessary measure to ensure that wealthier individuals contribute a fairer share to state revenues, while opponents may view it as an additional burden on high earners that could discourage investment and economic growth.

Contention

Notable points of contention include the fairness of imposing higher taxes on capital gains, with supporters arguing it addresses income inequality, while critics express concern that it could lead to capital flight or reduced investment in the state. The debate also touches on the broader implications for economic growth and the attractiveness of New York as a place for high-income earners and investors.

Companion Bills

NY A00676

Same As Imposes an additional tax on income attributable to long-term capital gain.

Previously Filed As

NY S02162

Imposes an additional tax on income attributable to long-term capital gain.

NY A02576

Imposes an additional tax on income attributable to long-term capital gain.

NY A00676

Imposes an additional tax on income attributable to long-term capital gain.

NY S1974

Aligning the long-term capital gains tax rate with the short-term capital gains tax rate

NY H3129

Aligning the long-term capital gains tax rate with the short-term capital gains tax rate

NY HB868

Revise taxation of net long-term capital gains

NY SB139

Income tax, state; subtraction for long-term capital gains from sale of principal residence.

NY HB1210

Income tax, state; subtraction for long-term capital gains from sale of principal residence.

NY HB2945

Amends tax law to provide for additional subtractions for capital gains that are recharacterized as ordinary income by IRS

NY SB1331

Income tax subtraction; capital gains

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