Rhode Island 2022 Regular Session

Rhode Island House Bill H7285

Introduced
2/2/22  

Caption

Personal Income Tax

Impact

The proposed modifications to the tax code under H7285 could have significant implications for the financial security of Rhode Island’s retirees. By allowing a substantial subtraction from taxable income for retirement account withdrawals, the bill aims to alleviate the tax burden on seniors who may rely on such withdrawals for their living expenses. This change is anticipated to encourage older residents to keep funds in their retirement accounts longer, potentially fostering better financial stability in their retirement years while affecting state revenue derived from personal income taxes.

Summary

House Bill 7285 is a legislative proposal aimed at amending the Rhode Island personal income tax regulations, specifically focusing on adjustments related to retirement account withdrawals. This bill intends to allow residents who have reached the age of eligibility for full social security benefits to subtract up to $40,000 from their federal adjusted gross income when they withdraw funds from traditional IRAs or rollover IRAs. The overarching goal of this bill is to provide tax relief to senior residents during their retirement years, thereby incentivizing savings and financial planning for the future.

Contention

As with any proposed tax legislation, there are points of contention surrounding HB 7285. Opponents may argue that the tax modifications could disproportionately benefit higher-income individuals with sizable retirement savings, thus raising concerns about equity in the tax system. Additionally, there may be debates regarding the potential impact on state revenue, as allowing substantial deductions for retirement withdrawals could contribute to budgetary challenges in funding public services. Supporters, however, would likely emphasize the long-term benefits of supporting retirees and promoting responsible financial practices.

Companion Bills

No companion bills found.

Previously Filed As

RI H7702

Includes payment of social security benefits to the modification reducing federal adjusted gross income on personal income taxes.

RI H5758

Includes payment of social security benefits to the modification reducing federal adjusted gross income on personal income taxes.

RI S0409

Includes payment of social security benefits to the modification reducing federal adjusted gross income on personal income taxes.

RI S3017

Allows a modification to federal adjusted gross income for personal income tax for qualified tips and overtime income consistent with the federal tax treatment.

RI H8438

Allows a modification to federal adjusted gross income for personal income tax for qualified tips and overtime income consistent with the federal tax treatment.

RI S0776

Increases the federal adjusted gross income threshold for modification for taxable social security income. Amends references to federal adjusted gross income as pertains to modification of taxable retirement income from certain pension plans or annuities.

RI S2365

Increases the federal adjusted gross income threshold for modification for taxable social security income. Amends references to federal adjusted gross income as pertains to modification of taxable retirement income from certain pension plans or annuities.

RI H5761

Allows a modification for all taxable pension and/or annuity income includible in federal adjusted gross income for tax years beginning on or after January 1, 2026.

RI S3018

Allows a modification for up to $50,000 of individual retirement account income that is included in federal adjusted gross income for the taxable year; provided that the person with individual retirement accounts has no income from pensions.

RI S2026

Allows a modification to federal adjusted gross income for all social security income for tax years beginning on or after January 1, 2027.

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