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NY A02155

Bill

Status

Introduced

1/15/2009

Primary Sponsor

Peter Abbate

Click for details

Origin

Assembly

2009-2010 General Assembly

AI Summary

  • Adds an exemption to New York state personal income tax for distributions from individual retirement accounts (IRAs) and individual retirement annuities used to purchase long-term care insurance

  • Applies the exemption when distributions are used during the taxable year to purchase long-term care insurance for the individual or their dependent

  • Includes distributions from IRAs, self-employed retirement plans (SEP-IRAs), and owner-employee retirement plans qualifying under Internal Revenue Code Section 401

  • Long-term care insurance must be defined as specified in Section 1117 of the New York Insurance Law

  • Takes effect immediately and applies to all taxable years beginning January 1 in the year of enactment and all subsequent years

Legislative Description

An act to amend the tax law, in relation to exempting distributions from individual retirement accounts and individual retirement annuities from state personal income taxation when such distributions are used to purchase long-term health care insurance

Last Action

held for consideration in ways and means

7/1/2010

Committee Referrals

Ways and Means1/15/2009

Full Bill Text

No bill text available