The bill seeks to amend the definition of Rhode Island income for resident individuals in relation to personal income tax. It outlines specific additions to the federal adjusted gross income, such as interest from non-Rhode Island state obligations, certain dividends, nonqualified withdrawals from tuition savings programs, unemployment compensation not included in federal income, and amounts over $250,000 from forgiven Paycheck Protection Program loans. Conversely, it specifies subtractions from the federal adjusted gross income, including interest on U.S. obligations, certain tuition savings withdrawals, contributions to tuition savings programs (with limitations and carryover provisions), and adjustments for insurance benefits for dependents, organ donation expenses, and taxable Social Security income. The bill also introduces a one-time subtraction for unreimbursed organ donation expenses, with restrictions for part-time residents and nonresidents.
Additionally, the bill proposes a new modification for foreign service officers, allowing them to subtract their pension benefits from their federal adjusted gross income for state tax purposes, effective from tax years beginning on January 1, 2025. The definition of "foreign service officer" is provided, referencing specific U.S. Code and Federal Regulations. The bill also reaffirms adjustments for inflation based on the consumer price index, with rounding rules for specific dollar amounts and thresholds according to filing status. Other modifications pertain to Social Security benefits, pension plans, annuities, and military service pensions. The act is set to take effect upon passage, with the stated purpose of exempting foreign service officer pensions from state income tax.
Statutes affected: 2067: 44-30-12