Session of 1998
HOUSE BILL No. 2693
By Representative Myers
1-22
9
AN ACT relating to income taxation; excluding
social security benefits
10 therefrom; amending
K.S.A. 79-32,117 and repealing the existing
11 section.
12
13 Be it enacted by the Legislature of the
State of Kansas:
14 Section 1. K.S.A. 79-32,117
is hereby amended to read as follows:
15 79-32,117. (a) The Kansas adjusted gross
income of an individual means
16 such individual's federal adjusted gross
income for the taxable year, with
17 the modifications specified in this
section.
18 (b) There shall be added to
federal adjusted gross income:
19 (i) Interest income less any
related expenses directly incurred in the
20 purchase of state or political subdivision
obligations, to the extent that
21 the same is not included in federal
adjusted gross income, on obligations
22 of any state or political subdivision
thereof, but to the extent that interest
23 income on obligations of this state or a
political subdivision thereof issued
24 prior to January 1, 1988, is specifically
exempt from income tax under the
25 laws of this state authorizing the issuance
of such obligations, it shall be
26 excluded from computation of Kansas
adjusted gross income whether or
27 not included in federal adjusted gross
income. Interest income on obli-
28 gations of this state or a political
subdivision thereof issued after Decem-
29 ber 31, 1987, shall be excluded from
computation of Kansas adjusted
30 gross income whether or not included in
federal adjusted gross income.
31 (ii) Taxes on or measured by
income or fees or payments in lieu of
32 income taxes imposed by this state or any
other taxing jurisdiction to the
33 extent deductible in determining federal
adjusted gross income and not
34 credited against federal income tax. This
paragraph shall not apply to taxes
35 imposed under the provisions of K.S.A.
79-1107 or 79-1108, and amend-
36 ments thereto, for privilege tax year 1995,
and all such years thereafter.
37 (iii) The federal net
operating loss deduction.
38 (iv) Federal income tax
refunds received by the taxpayer if the de-
39 duction of the taxes being refunded
resulted in a tax benefit for Kansas
40 income tax purposes during a prior taxable
year. Such refunds shall be
41 included in income in the year actually
received regardless of the method
42 of accounting used by the taxpayer. For
purposes hereof, a tax benefit
43 shall be deemed to have resulted if the
amount of the tax had been de-
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1 ducted in determining income subject
to a Kansas income tax for a prior
2 year regardless of the rate of
taxation applied in such prior year to the
3 Kansas taxable income, but only that
portion of the refund shall be in-
4 cluded as bears the same proportion
to the total refund received as the
5 federal taxes deducted in the year to
which such refund is attributable
6 bears to the total federal income
taxes paid for such year. For purposes
7 of the foregoing sentence, federal
taxes shall be considered to have been
8 deducted only to the extent such
deduction does not reduce Kansas tax-
9 able income below zero.
10 (v) The amount of any
depreciation deduction or business expense
11 deduction claimed on the taxpayer's federal
income tax return for any
12 capital expenditure in making any building
or facility accessible to the
13 handicapped, for which expenditure the
taxpayer claimed the credit al-
14 lowed by K.S.A. 79-32,177, and amendments
thereto.
15 (vi) Any amount of designated
employee contributions picked up by
16 an employer pursuant to K.S.A. 12-5005,
20-2603, 74-4919 and 74-4965,
17 and amendments to such sections.
18 (vii) The amount of any
charitable contribution made to the extent
19 the same is claimed as the basis for the
credit allowed pursuant to K.S.A.
20 79-32,196, and amendments thereto.
21 (c) There shall be subtracted
from federal adjusted gross income:
22 (i) Interest or dividend
income on obligations or securities of any
23 authority, commission or instrumentality of
the United States and its pos-
24 sessions less any related expenses directly
incurred in the purchase of
25 such obligations or securities, to the
extent included in federal adjusted
26 gross income but exempt from state income
taxes under the laws of the
27 United States.
28 (ii) Any amounts received
which are included in federal adjusted
29 gross income but which are specifically
exempt from Kansas income tax-
30 ation under the laws of the state of
Kansas.
31 (iii) The portion of any gain
or loss from the sale or other disposition
32 of property having a higher adjusted basis
for Kansas income tax purposes
33 than for federal income tax purposes on the
date such property was sold
34 or disposed of in a transaction in which
gain or loss was recognized for
35 purposes of federal income tax that does
not exceed such difference in
36 basis, but if a gain is considered a
long-term capital gain for federal in-
37 come tax purposes, the modification shall
be limited to that portion of
38 such gain which is included in federal
adjusted gross income.
39 (iv) The amount necessary to
prevent the taxation under this act of
40 any annuity or other amount of income or
gain which was properly in-
41 cluded in income or gain and was taxed
under the laws of this state for a
42 taxable year prior to the effective date of
this act, as amended, to the
43 taxpayer, or to a decedent by reason of
whose death the taxpayer acquired
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3
1 the right to receive the income or
gain, or to a trust or estate from which
2 the taxpayer received the income or
gain.
3 (v) The amount of any
refund or credit for overpayment of taxes on
4 or measured by income or fees or
payments in lieu of income taxes im-
5 posed by this state, or any taxing
jurisdiction, to the extent included in
6 gross income for federal income tax
purposes.
7 (vi) Accumulation
distributions received by a taxpayer as a beneficiary
8 of a trust to the extent that the
same are included in federal adjusted
9 gross income.
10 (vii) Amounts received as
annuities under the federal civil service
11 retirement system from the civil service
retirement and disability fund
12 and other amounts received as retirement
benefits in whatever form
13 which were earned for being employed by the
federal government or for
14 service in the armed forces of the United
States.
15 (viii) Amounts received by
retired railroad employees as a supple-
16 mental annuity under the provisions of 45
U.S.C. 228b (a) and 228c (a)(1)
17 et seq.
18 (ix) Amounts received by
retired employees of a city and by retired
19 employees of any board of such city as
retirement allowances pursuant to
20 K.S.A. 13-14,106, and amendments thereto,
or pursuant to any charter
21 ordinance exempting a city from the
provisions of K.S.A. 13-14,106, and
22 amendments thereto.
23 (x) For taxable years
beginning after December 31, 1976, the amount
24 of the federal tentative jobs tax credit
disallowance under the provisions
25 of 26 U.S.C. 280 C. For taxable years
ending after December 31, 1978,
26 the amount of the targeted jobs tax credit
and work incentive credit dis-
27 allowances under 26 U.S.C. 280 C.
28 (xi) For taxable years
beginning after December 31, 1986, dividend
29 income on stock issued by Kansas Venture
Capital, Inc.
30 (xii) For taxable years
beginning after December 31, 1989, amounts
31 received by retired employees of a board of
public utilities as pension and
32 retirement benefits pursuant to K.S.A.
13-1246, 13-1246a and 13-1249
33 and amendments thereto.
34 (xiii) For taxable years
beginning after December 31, 1993, the
35 amount of income earned on contributions
deposited to an individual
36 development account under K.S.A.
79-32,117h, and amendments thereto.
37 (xiv) For all taxable years
commencing after December 31, 1996, that
38 portion of any income of a bank organized
under the laws of this state or
39 any other state, a national banking
association organized under the laws
40 of the United States, an association
organized under the savings and loan
41 code of this state or any other state, or a
federal savings association or-
42 ganized under the laws of the United
States, for which an election as an
43 S corporation under subchapter S of the
federal internal revenue code is
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1 in effect, which accrues to the
taxpayer who is a stockholder of such
2 corporation and which is not
distributed to the stockholders as dividends
3 of the corporation.
4 (xv) For all taxable
years commencing after December 31, 1997,
5 amounts received as benefits under
the federal social security act to the
6 extent included in federal
adjusted gross income.
7 (d) There shall be
added to or subtracted from federal adjusted gross
8 income the taxpayer's share, as
beneficiary of an estate or trust, of the
9 Kansas fiduciary adjustment
determined under K.S.A. 79-32,135, and
10 amendments thereto.
11 (e) The amount of
modifications required to be made under this sec-
12 tion by a partner which relates to items of
income, gain, loss, deduction
13 or credit of a partnership shall be
determined under K.S.A. 79-32,131,
14 and amendments thereto, to the extent that
such items affect federal
15 adjusted gross income of the partner.
16 Sec. 2. K.S.A. 79-32,117 is
hereby repealed.
17 Sec. 3. This act shall take
effect and be in force from and after its
18 publication in the statute book.
19