Massachusetts 2025-2026 Regular Session

Massachusetts House Bill H5007

Introduced
2/5/26  

Caption

Relative to Reducing the State Personal Income Tax Rate from 5% To 4%

Impact

The potential impact of HB 5007 on state laws revolves around the financial landscape of Massachusetts. By lowering the income tax rates, the bill aims to provide taxpayers with a degree of relief, which supporters argue could stimulate consumer spending and encourage economic activity. Critics, however, may view this proposal as a step that could reduce state revenues, potentially affecting funding for essential public services such as education and healthcare. The severability clause included in the bill ensures that if any part of the legislation is found invalid, the remaining provisions will still be enforceable, thus protecting the integrity of the legislative intent.

Summary

House Bill 5007 proposes a gradual reduction of the state personal income tax rate in Massachusetts from 5% to 4% over three years. Specifically, the bill outlines a decrease in the tax rates for both Part A taxable income (covering interest and dividends) and Part B taxable income (wages and salaries). The new rates would be 4.67% for the tax year beginning January 1, 2027, 4.33% for 2028, and finally 4% for tax years commencing on or after January 1, 2029. This legislative initiative has been presented as a response to calls for tax relief in the face of rising living costs for residents.

Contention

A notable point of contention surrounding HB 5007 involves the balance between tax reductions and state revenue requirements. Proponents contend that reducing the tax rate could lead to an improved economic climate by encouraging business growth and attracting new residents. Conversely, opponents express concern that the significant reduction in tax revenue could result in budget shortfalls, necessitating cuts to vital programs and services. The conversation is likely to be nuanced, as supporters emphasize sources of capital growth while opponents caution against the long-term implications for state budgets and social services.

Companion Bills

MA H5415

Replaced by MINORITY REPORT ON THE INITIATIVE PETITION OF CHRISTOPHER ROBERT ANDERSON AND OTHERS FOR THE PASSAGE OF AN ACT RELATIVE TO LIMITING STATE TAX COLLECTION GROWTH AND RETURNING SURPLUSES TO TAXPAYERS (SEE HOUSE, NO. 5006); AND THE INITIATIVE PETITION OF JAMES JOHN STERGIOS AND OTHERS FOR THE PASSAGE OF AN ACT RELATIVE TO REDUCING THE STATE PERSONAL INCOME TAX RATE FROM 5% TO 4%. (SEE HOUSE, NO. 5007)

MA H5407

Replaced by REPORT of the SPECIAL JOINT COMMITTEE on INITIATIVE PETITIONS on the INITIATIVE PETITION of JAMES JOHN STERGIOS AND OTHERS FOR THE PASSAGE OF AN ACT RELATIVE TO REDUCING THE STATE PERSONAL INCOME TAX RATE FROM 5% TO 4%. (see House, No. 5007)

Previously Filed As

MA SB00100

An Act Reducing Certain Personal Income Tax Marginal Rates.

MA S1990

Relative to the state personal income tax for low-income earners

MA S2050

Relative to exempting active duty military personnel from state income tax while based out of state

MA H5006

Relative to limiting state tax collection growth and returning surpluses to taxpayers

MA H3262

Relative to income tax rates

MA H7702

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

MA H5758

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

MA S0409

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

MA SB376

Incomplete gift nongrantor trusts: Personal Income Tax Law.

MA S1944

Relative to the exemption of private pension income from taxation

Similar Bills

No similar bills found.