92nd General Assembly
Status of SB0729
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ROSKAM-SIEBEN-WATSON-HAINE AND JACOBS.

(O'BRIEN-FRANKS-MAY-CURRY,JULIE-FLOWERS)

   35 ILCS 5/201             from Ch. 120, par. 2-201                          

        Amends the Illinois Income Tax Act.   Authorizes  an  alternative      
   method  of computation of the research and development credit based on      
   the federal  alternative  credit  under  the  Internal  Revenue  Code.      
   Extends  the research and development credit to include costs incurred      
   through December 31, 2009 (now, 2004).                                      
        SENATE AMENDMENT NO. 1.                                                
        Provides that for purposes of the alternative incremental credit,      
   "base amount",  "basic  research  payment",  and  "qualified  research      
   expense"  mean  the  same  as  defined  for  the  federal  credit  for      
   increasing research activities under the Internal Revenue Code, except      
   that  for  the  alternative  incremental  credit  such amounts are for      
   activities conducted within the State of Illinois.                          
        HOUSE AMENDMENT NO. 1.                                                 
          Deletes reference to:                                                
          35 ILCS 5/201                                                        
          Adds reference to:                                                   
          15 ILCS 505/16.5                                                     
          35 ILCS 5/203                   from Ch. 120, par. 2-203             
        Deletes everything. Amends the Illinois Income Tax Act. Removes a      
   provision that requires a taxpayer to add to  federal  adjusted  gross      
   income,  to  arrive  at  base income for Illinois income tax purposes,      
   distributions from a qualified tuition program under  Section  529  of      
   the  Internal  Revenue  Code  other than distributions from the Bright      
   Start or College Illinois! programs to the extent those  distributions      
   were  excluded  from  income  in  arriving  at  federal adjusted gross      
   income. Amends the State Treasurer Act and further amends the Illinois      
   Income Tax Act to allow an income tax deduction for moneys contributed      
   in the taxable year to the Bright Start program, the College Illinois!      
   program, or to any other qualified tuition program under  Section  529      
   of  the  Internal Revenue Code (now, deduction limited to Bright Start      
   contributions). Effective immediately.                                      
          PENSION IMPACT NOTE, Ham 1 (Illinois Pension Laws Commission)        
          SB 729, as amended by House Amendment 1, would not                   
          increase the accrued liabilities or annual costs of any              
          Illinois public pension fund or retirement system.                   
          HOUSING AFFORDABILITY IMPACT NOTE, Ham 1 (Illinois Housing           
          Development Authority)                                               
          There will be no fiscal effect on the cost of constructing,          
          purchasing, owning, or selling a single-family residence.            
          STATE DEBT IMPACT NOTE, Ham 1 (Illinois Economic and Fiscal          
          Commission)                                                          
          SB 729, as amended by House Amendment 1, would not change the        
          amount of authorization for any type of State-issued or              
          State-supported bond, and, therefore, would not affect               
          the level of State indebtedness.                                     
          JUDICIAL NOTE, Ham 1 (Administrative Office of the Ill. Courts)      
          Senate Bill 729 would neither increase nor decrease the number       
          of judges needed in the State.                                       
          STATES MANDATES ACT, Ham 1 (Illinois Department of Commerce          
          and Community Affairs)                                               
          Senate Bill 729 does not meet the definition of a State mandate      
          under the State Mandates Act.                                        
          HOME RULE IMPACT NOTE, Ham 1 (Illinois Department of Commerce        
          and Community Affairs)                                               
          Senate Bill 729 does not relate to the powers and functions          
          of home rule, nor does it pre-empt home rule authority.              
          HOME RULE IMPACT NOTE, Ham 1 (Illinois Department of Commerce        
          and Community Affairs)                                               
          SB-729 (HA #1) pertains to 1) income received by individual          
          taxpayers from distributions to qualified tuition programs,          
          and 2) income tax deductions for moneys contributed to such          
          programs. The legislation relates only to a State-imposed tax,       
          and not to a tax imposed by a local government. Therefore, in        
          the opinion of DCCA, SB-729 (HA #1) does not relate to the           
          powers and functions of home rule, nor does it pre-empt home         
          rule authority.                                                      
   FEB-21-2001  S  FIRST READING                                                  
   FEB-21-2001  S  REFERRED TO SENATE RULES COMMITTEE       RULES                 
   FEB-27-2001  S  ADDED AS A CO-SPONSOR                    JACOBS                
   FEB-28-2001  S       ASSIGNED TO COMMITTEE               REVENUE               
   MAR-21-2001  S  ADDED AS A CO-SPONSOR                    WATSON                
   MAR-21-2001  S                             AMENDMENT NO. 01-REVENUE       S    
   MAR-21-2001  S                                   ADOPTED                       
   MAR-22-2001  S                         HELD IN COMMITTEE                       
   MAR-29-2001  S       DO PASS AS AMENDED                  006-000-003   SREV    
   MAR-29-2001  S  PLACED ON CALENDAR ORDER OF 2ND READING  01-03-30              
   MAR-30-2001  S  SECOND READING                                                 
   MAR-30-2001  S  PLACED ON CALENDAR ORDER OF 3RD READING  01-04-02              
   APR-04-2001  S  ADDED AS A CHIEF CO-SPONSOR              SIEBEN                
   APR-05-2001  S  ADDED AS A CHIEF CO-SPONSOR              WATSON                
   APR-05-2001  S  THIRD READING - PASSED                   049-004-000           
   APR-05-2001  H  ARRIVE IN HOUSE                                                
   APR-05-2001  H  HOUSE SPONSOR                            CURRIE                
   APR-05-2001  H  FIRST READING                                                  
   APR-05-2001  H  REFERRED TO HOUSE RULES COMMITTEE        RULES                 
   APR-06-2001  H       ASSIGNED TO COMMITTEE               REVENUE               
   APR-18-2001  H  ALTERNATE PRIMARY SPONSOR CHANGED TO     HOFFMAN               
   MAY-03-2001  H  RE-REFERRED TO RULES COMM/RULE 19(A)     RULES         HRUL    
   NOV-20-2002  H  ALTERNATE PRIMARY SPONSOR CHANGED TO     O'BRIEN               
   NOV-20-2002  H       ASSIGNED TO COMMITTEE               FIN INSTIT            
   NOV-20-2002  H  ADDED AS AN ALTERNATE CO-SPONSOR         WIRSING               
   NOV-20-2002  H  MOTION PREVAILED TO SUSPEND RULE 25                            
   NOV-20-2002  H                             AMENDMENT NO. 01-FIN INSTIT    H    
   NOV-20-2002  H                                   ADOPTED 014-001-000           
   NOV-20-2002  H       REMAINS IN COMMITTEE                FIN INSTIT            
   NOV-21-2002  H  DO PASS AMENDED/SHORT DEBATE             014-001-000   HFIN    
   NOV-21-2002  H  PLACED CALENDAR 2ND READING-SHORT DEBATE                       
   NOV-21-2002  H  SECOND READING-SHORT DEBATE                                    
   NOV-21-2002  H  HELD ON CAL ORDER 2ND RDG - SHORT DEBATE                       
   NOV-21-2002  H  ADDED AS A JOINT SPONSOR                 FRANKS                
   DEC-02-2002  H  PENSION NOTE FILED AS AMENDED            BY HOUSE AMEND #1     
   DEC-02-2002  H  HOUS AFFORD IMPCT NOTE FLD AS AMENDED    BY HOUSE AMEND #1     
   DEC-02-2002  H  ST DEBT IMPACT NOTE FILED AS AMENDED     BY HOUSE AMEND #1     
   DEC-02-2002  H  HELD ON CAL ORDER 2ND RDG - SHORT DEBATE                       
   DEC-03-2002  H  JUDICIAL NOTE FILED AS AMENDED           BY HOUSE AMEND #1     
   DEC-03-2002  H  HOME RULE NOTE FILED AS AMENDED          BY HOUSE AMEND #1     
   DEC-03-2002  H  STATE MNDT FISCAL NOTE FILED AS AMENDED  BY HOUSE AMEND #1     
   DEC-03-2002  H  ADDED AS A JOINT SPONSOR                 MAY                   
   DEC-03-2002  H  ADDED AS A JOINT SPONSOR                 CURRY,JULIE           
   DEC-03-2002  H  PLCD CAL ORDER 3RD READING-SHORT DEBATE                        
   DEC-03-2002  H  THIRD READING/SHORT DEBATE/PASSED        103-009-000           
   DEC-03-2002  H  ADDED AS A JOINT SPONSOR                 FLOWERS               
   DEC-04-2002  S  SECRETARYS DESK - CONCURRENCE            01                    
   DEC-05-2002  S  ADDED AS A CHIEF CO-SPONSOR              HAINE                 
   JAN-05-2003  S  REFER TO RULES/PURSUANT SEN RULE 3-9 (B) RULES         SRUL    
   JAN-07-2003  S  SESSION SINE DIE                                               

   END OF INQUIRY 



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