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CA SB1407

Bill

Status

Introduced

2/20/2026

Primary Sponsor

Bob Archuleta

Click for details

Origin

Senate

2025-2026 Regular Session

AI Summary

  • Removes the $20,000 cap on California state income tax exclusions for military retirement pay and Department of Defense Survivor Benefit Plan annuity payments, allowing unlimited exclusion amounts
  • Eliminates income eligibility limits that previously restricted the exclusion to individuals earning under $125,000 or joint filers under $250,000 adjusted gross income
  • Extends the tax exclusion period from January 1, 2030 to January 1, 2037, with provisions set to repeal December 1, 2037
  • Applies to retirement pay from all uniformed services including Armed Forces, National Guard, Public Health Service commissioned corps, and NOAA Commissioned Officer Corps
  • Takes effect immediately as a tax levy upon enactment

Legislative Description

Personal Income Tax Law: exclusions: military retirement pay: survivor benefit pay.

Last Action

March 25 set for first hearing canceled at the request of author.

3/12/2026

Committee Referrals

Revenue and Taxation3/4/2026
Rules2/20/2026

Full Bill Text

No bill text available