Oklahoma 2023 Regular Session

Oklahoma Senate Bill SB971

Introduced
2/6/23  

Caption

Income tax; providing credit for certain school choice and qualifying educational expenses. Effective date.

Impact

The bill is set to allow taxpayers to claim a maximum tax credit of $3,500 per qualifying dependent starting in the tax year 2024. The credit applies to educational expenses including tuition, fees, and other costs associated with activities and materials needed for children to satisfy compulsory schooling requirements. By making the credit refundable for excess amounts over the tax owed, it provides a significant financial incentive for families with qualifying dependents, potentially lowering the overall financial burden of educational expenses.

Summary

Senate Bill 971, introduced by Senator Bullard, aims to provide an income tax credit for certain educational choice expenses incurred by taxpayers. Specifically, the bill allows tax credits for educational expenses related to dependent children who are eligible for enrollment in public schools but are attending private school or other educational programs not affiliated with their resident district. This credit emphasizes the increased support for educational options outside of public schools and seeks to offer financial relief for families pursuing alternative educational avenues.

Conclusion

With an effective date of November 1, 2023, SB 971 represents a significant shift in how educational expenses are addressed in Oklahoma. Its implementation will likely be closely monitored as it seeks to balance the needs of families exploring educational options against the financial implications for public school systems.

Contention

Points of contention surrounding SB 971 may arise from debates over the appropriateness of public funds being utilized to support private education. Critics could argue that providing tax credits for expenses related to school choice could divert vital financial resources away from public schools, thus undermining their funding and quality. Additionally, the bill's stipulation that the Oklahoma Tax Commission will not be required to verify documentation from schools or organizations could raise concerns regarding accountability and the potential for misuse of the tax credits.

Companion Bills

No companion bills found.

Previously Filed As

OK SB816

Income tax; providing credit for certain child care expenses; providing credit for qualifying child care worker. Effective date.

OK SB816

Income tax; providing credit for certain child care expenses; providing credit for qualifying child care worker. Effective date.

OK SB683

Education; Oklahoma Parental Choice Tax Credit Act; expanding qualifying expenses eligible for credit; requiring submission of receipt or list to claim certain qualifying expenses. Effective date.

OK SB101

Income tax; providing credit for certain housing expenses. Effective date.

OK SB101

Income tax; providing credit for certain housing expenses. Effective date.

OK SB104

Income tax; providing credit for certain child care expenses and child care workers. Effective date.

OK SB104

Income tax; providing credit for certain child care expenses and child care workers. Effective date.

OK SB236

Income tax; providing credit to qualified employers for certain compensation paid and expenses incurred. Effective date.

OK SB236

Income tax; providing credit to qualified employers for certain compensation paid and expenses incurred. Effective date.

OK SB1776

Income tax; providing tax credit for certain teachers. Effective date.

Similar Bills

OK HB4104

Crimes and punishment; Class B5 offenses; adding offenses; loitering; felony offenses; Sex Offenders Registration Act; adding offenses for registration; effective date.

OK SB1460

Crimes and punishments; modifying offenses in certain classes of felonies; creating felony offenses for second or subsequent offenses; adding offenses for which registration pursuant to the Sex Offenders Registration Act applies. Effective date.

OK SB1936

Crimes and punishments; creating felony offense related to false impersonation of peace officers; broadening scope of allowable seizure. Effective date.

OK HB3268

Motor vehicles; classifying the knowing display or manufacture of a fictious license plate as a Class D3 offenses; effective date.

OK SB881

Crimes and punishments; authorizing certain petition under certain circumstances. Effective date.

OK SB881

Crimes and punishments; authorizing certain petition under certain circumstances. Effective date.