New York 2025-2026 Regular Session

New York Senate Bill S05716

Introduced
2/28/25  
Refer
2/28/25  

Caption

Requires certain joint tax returns pertaining to residential real estate cash purchases by limited liability companies to be accompanied by a document which identifies the source or sources of funds used for the purchase, including the type of funding used, the bank account information of any funds used in the purchase and the amount used by each source of funds.

Summary

Bill S05716 amends the New York tax law to require that certain joint tax returns for residential real estate cash purchases by limited liability companies (LLCs) include detailed documentation of the sources of funds used for the purchase. Specifically, when an LLC is the grantor or grantee of a deed for residential properties containing up to four dwelling units, the joint return must be accompanied by a document identifying the source of funds, including bank account information and amounts used from each source. If any funds originate from a foreign national, the document must also include the foreign national's name, address, and any corporate entity they own.

Impact

This bill will impact state laws by increasing transparency in real estate transactions involving LLCs, particularly in cash purchases, which have been scrutinized for potential money laundering and tax evasion. By requiring detailed disclosures, the state aims to ensure that all financial transactions are legitimate and traceable, thereby enhancing regulatory oversight of real estate purchases. The bill will apply to returns filed on or after January 1, 2026, thereby establishing a new compliance requirement for LLCs involved in such transactions.

Sentiment

The general sentiment around Bill S05716 appears to be supportive among legislators who prioritize transparency and accountability in real estate transactions. However, there may be concerns from some stakeholders regarding the administrative burden this bill could impose on LLCs and the potential impact on foreign investment in New York's real estate market.

Contention

Notable points of contention include the potential impact on foreign investment, as some argue that the requirement to disclose foreign sources of funds could deter foreign buyers from participating in the New York real estate market. Additionally, there may be concerns from LLCs about the complexity and privacy implications of disclosing detailed financial information. Advocates for the bill emphasize the need for transparency to combat illicit financial activities.

Companion Bills

NY A08398

Same As Requires certain joint tax returns pertaining to residential real estate cash purchases by limited liability companies to be accompanied by a document which identifies the source or sources of funds used for the purchase, including the type of funding used, the bank account information of any funds used in the purchase and the amount used by each source of funds.

Previously Filed As

NY A08398

Requires certain joint tax returns pertaining to residential real estate cash purchases by limited liability companies to be accompanied by a document which identifies the source or sources of funds used for the purchase, including the type of funding used, the bank account information of any funds used in the purchase and the amount used by each source of funds.

NY HB492

Public purchases; exempt purchases with amount up to $7,500.00 from bid law requirement for single source vendors.

NY H5343

Takes several measures to lead by example by banning state purchases of plastic bottles, and requires state funds to be used to lease or purchase electric vehicles and renewable energy efficient technologies for use on state property.

NY S0641

Takes several measures to lead by example by banning state purchases of plastic bottles, and requires state funds to be used to lease or purchase electric vehicles and renewable energy efficient technologies for use on state property.

NY S2793

Takes several measures to lead by example by banning state purchases of plastic bottles, and requires state funds to be used to lease or purchase electric vehicles and renewable energy efficient technologies for use on state property.

NY S10491

Provides that sales and compensating use taxes on a new mobile home purchased as a primary residence shall be computed on thirty-five percent of the receipts or consideration given therefor by the purchaser or user.

NY HB1682

Wholesalers; require certain written disclosures for when purchasing residential real estate for transfer to third party purchaser.

NY HB3312

Establishes a pilot program to direct local sales taxes on purchases back to the purchaser's county of residence

NY SB1365

Central Purchasing Act; exempting certain purchases made by the Oklahoma Tourism and Recreation Department.

NY HB2170

Allowing volunteer fire departments to use fire protection funding for certain purchases

Similar Bills

No similar bills found.