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CA SJR20

Joint Resolution

Status

Passed

7/7/2010

Primary Sponsor

Elaine Alquist

Click for details

Origin

Senate

2009-2010 Session

AI Summary

  • Memorializes Congress and the President to increase the capital gains exclusion for senior citizens age 65 and older who pay for long-term care costs, from $250,000 to $500,000 for single filers
  • Requests increasing the capital gains exclusion from $500,000 to $750,000 for joint returns on the sale of a qualifying principal residence
  • Addresses tax burden on seniors who sell homes to move to assisted living facilities and pay for long-term care costs such as insurance premiums, facility entrance fees, and in-home care
  • Seeks to equalize tax treatment between married couples and surviving spouses, as surviving spouses benefit from stepped-up basis adjustments while elderly couples must pay capital gains taxes upon home sale
  • Directs the Secretary of the Senate to transmit copies to the President, Vice President, Congress leadership, and all California representatives in Congress

Legislative Description

Taxation: sale of principal residence: senior citizens.

Last Action

Chaptered by Secretary of State. Res. Chapter 57, Statutes of 2010.

7/7/2010

Committee Referrals

Revenue and Taxation2/4/2010
Rules1/25/2010

Full Bill Text

No bill text available