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Hedging Transactions Excluded from Pennsylvania Sales Factor

Pennsylvania clarifies that hedging transaction receipts are excluded from corporate apportionment fraction. The exclusion applies to the numerator and denominator of the taxpayer’s fraction. What is a...

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Illinois Finalizes Invest In Kids Credit Rules

Illinois finalized rules for its Invest In Kids income tax credit program. Businesses and individuals who qualify can apply the credit against Illinois: corporate income tax liability; and personal...

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Some Taxpayers Get 2018 Estimated Tax Penalty Waiver (IR-2019-3; Notice 2019-11)

Some taxpayers got a break recently; the IRS announced that it is waiving the estimated tax penalty in certain circumstances. The penalty waiver applies to many taxpayers whose 2018 estimated tax...

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California Governor Proposes Increased Earned Income Tax Credit

Gov. Gavin Newsom has proposed in his 2019-20 “California for All” state budget: – an increase in the earned income tax credit; – the expansion of personal and corporate income tax credits to develop...

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Indiana Bill Would Eliminate Bonus Depreciation and Asset Expense Addbacks

Legislation was introduced in Indiana to eliminate income tax addbacks for federal bonus depreciation and portions of the asset expense deduction. The changes would apply to property placed in service...

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New Jersey Governor Proposes Corporate Incentive Overhaul

In his 2019 State of the State address, New Jersey Gov. Phil Murphy proposed a reform of the state’s corporate income tax incentives programs. New Tax Incentive Program Components The governor called...

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New York Economic Nexus Provisions Now In Effect

New York announced that existing economic nexus provisions became effective June 21, 2018, as a result of the U.S. Supreme Court’s decision in South Dakota v. Wayfair. Due to this ruling, certain...

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Texas Governor Proposes Property Tax Reform

Texas Gov. Greg Abbott has proposed amending the state’s tax code in order to enact property tax reform. The proposal came in the governor’s State of the State Address. Property Tax Reform Proposals In...

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Washington’s Sales Tax Exemption for Customer Returns

When a customer uses a store credit from a return in Washington, the purchase is exempt from Washington sales tax if two conditions are met. The merchandise purchased must be the same or “like-kind” to...

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Mnuchin’s Congressional Testimony Requested on Treasury, IRS Partial Shutdown

The House’s top tax writer has invited Treasury Secretary Steven Mnuchin to testify next week regarding the partial government shutdown’s impact on taxpayers. Federal agencies, including Treasury and...

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Final Transition Tax Regulations Issued

The Treasury and IRS have issued final regulations for determining the inclusion under Code Sec. 965 of a U.S. shareholder of a foreign corporation with post-1986 accumulated deferred foreign income....

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New Jersey Governor Announces Plans for Tax Incentive Overhaul

New Jersey Gov. Phil Murphy has announced plans for his proposed reform to the state’s corporate income tax incentives programs. (TAXDAY, 2019/01/17, S.10) The plan includes a package of five new...

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New Jersey Issues Q&A on Application of IRC Secs. 965 and 951A to State Gross...

A New Jersey Questions and Answers document explains how changes under the Tax Cuts and Jobs Act applies to state gross (personal) income tax. The document primarily focuses on deemed repatriation...

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Pennsylvania Measures Economic Nexus Sales Threshold by Calendar Year

Pennsylvania measures its sales and use tax economic nexus $100,000 sales threshold by calendar year sales preceding the collection period. Also, after the first year, collection begins in the second...

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Wisconsin Businesses’ In-State Sales Not Affected by Wayfair

The U.S. Supreme Court’s Wayfair decision does not affect Wisconsin businesses’ in-state sales and related sales tax duties. Wisconsin’s sales tax treatment does not change when a Wisconsin business...

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Wyoming House Passes Bill Authorizing Tax Collection by Marketplace Facilitators

The Wyoming House of Representatives has passed a bill that would require marketplace facilitators to collect sales tax. Marketplace Facilitators Marketplace facilitators would collect and remit sales...

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2019 Tax Filing Season Changes in DC Discussed

The District of Columbia reminds personal income tax payers of changes in effect for the 2018 tax year. Some of the issues discussed include the: – tax filing deadline is Monday April 15, 2019; – 2018...

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Utility Tokens Issued in ICO Not Subject to Illinois Sales Tax

Utility tokens issued in an initial coin offering (ICO) are not subject to Illinois sales tax as they are intangible property. The Department of Revenue issued a general information letter stating that...

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Mnuchin Declines Ways and Means’ Invite to Testify on Partial Treasury, IRS...

Treasury Secretary Steven Mnuchin has declined an invitation from the House’s top tax writer to testify on the partial Treasury and IRS shutdown. Federal agencies, including Treasury and the IRS, have...

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Weekly Report from Washington, D.C.

During the week of January 14, the House’s top tax writer invited Treasury Secretary Steven Mnuchin to testify next week regarding the partial government shutdown’s impact on taxpayers. The Treasury...

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