Oklahoma 2026 Regular Session

Oklahoma Senate Bill SB367

Introduced
2/3/25  
Refer
2/4/25  
Report Pass
2/24/25  
Refer
2/24/25  

Caption

Income tax; modifying calculation of the Oklahoma earned income tax credit. Effective date.

Impact

The modification brought by SB367 could result in significant tax relief for eligible residents of Oklahoma. By linking the state credit directly to the federal EITC, it not only standardizes the calculation method but also ensures that taxpayers can benefit from changes in federal provisions. The provision allowing refunds if the credit exceeds the individual's tax obligation could further support low-income families, thereby fostering economic betterment within the community. Furthermore, the bill is set to influence the state's tax revenue dynamics by potentially increasing refunds for qualifying residents.

Summary

Senate Bill 367 modifies the calculation of the Oklahoma earned income tax credit (EITC) for residents and part-year residents. The bill stipulates that individuals will be allowed a credit against their income tax, specifically set at five percent (5%) of the EITC defined under federal law. This change is applicable starting from the tax year 2022 and will remain consistent, aiming to enhance the financial support for low-to-moderate income individuals who qualify under the federal guidelines. This legislation aims to relieve some tax burdens on eligible residents by ensuring a stable credit amount over the specified years.

Sentiment

The sentiment around SB367 appears to be generally positive among supporters who see it as a proactive step to aid low-income residents in Oklahoma. Proponents argue that this bill aligns state provisions with federal tax credits, simplifying the tax calculation process while enhancing support for families in need. However, the bill may also evoke concerns among opponents regarding the long-term fiscal implications for the state's tax revenue, especially if the increased credits lead to a significant spike in refunds issued to taxpayers.

Contention

Notable points of contention surrounding SB367 primarily revolve around its financial implications for the state budget. Critics are cautious about how the implementation of this credit might impact future state funding and resources. There is a debate about balancing the need for tax relief against maintaining adequate revenue for state services. Additionally, some legislators argue that while the bill provides immediate financial benefits, it may not fully address the systemic issues that low-income residents face, such as job availability and wages.

Companion Bills

OK SB367

Carry Over Income tax; modifying calculation of the Oklahoma earned income tax credit. Effective date.

Previously Filed As

OK SB367

Income tax; modifying calculation of the Oklahoma earned income tax credit. Effective date.

OK SB52

Income tax; modifying calculation of the Oklahoma earned income tax credit. Effective date.

OK SB299

Income tax; modifying certain apportionment factor for calculation of Oklahoma taxable income. Effective date.

OK HB2229

Revenue and taxation; income tax; earned income tax credit; effective date.

OK SB60

Income tax; modifying certain apportionment factors for determining Oklahoma taxable income for certain tax years. Effective date.

OK SB287

Income tax; modifying tax years for aerospace tax credit. Effective date.

OK SB227

Taxation; modifying and limiting certain credits, deductions, and exemptions; modifying income tax rate for certain years. Effective date. Emergency.

OK SB292

Income tax; modifying certain income tax rate for certain tax years. Effective date.

OK SB295

Income tax; modifying certain income tax rate for certain tax years. Effective date.

OK HB1927

Revenue and taxation; Oklahoma taxable income and Oklahoma adjusted gross income; retirement income; exemption; effective date.

Similar Bills

No similar bills found.