Thursday, December 17, 2015

BREAKING NEWS: Tax Extenders Legislation Expected – Before December 31!



 

Legislation that will extend a number of tax provisions that expired on December 31, 2014, was introduced on December 15, and is expected to be passed by Congress and signed by the President within the next few days.  It’s noteworthy that several provisions are expected to be made permanent, and others will be extended for multiple years.

We’ll provide a more comprehensive summary of the legislation once it officially enacted, but there a few key provisions of which we want you to be aware:

Business Provisions
·         The annual limit for expensing certain asset additions under IRC Sec 179 is permanently increased to $500,000.  And beginning in 2016 the limit will be indexed for inflation.
·         Bonus depreciation is extended for the years 2015 through 2019.  Fifty percent bonus depreciation is provided for 2015-2017, forty percent bonus depreciation is provided for 2018, and thirty percent bonus depreciation is provided for 2019.
·         The research tax credit is permanently extended.

Individual Provisions

·         Key provisions that are being made permanent include:
o   The child tax credit
o   The American Opportunity credit
o   The deduction for certain classroom expenses for elementary and secondary school teachers
o   The deduction for state and local general sales taxes in lieu of state and local income taxes
o   The ability of individual at least 70 ½ years of age to exclude from gross income qualified charitable distributions from IRA accounts.
·         Provisions extended through 2016 include:
o   The exclusion from gross income for the discharge of qualified principal residence indebtedness,
o   Allowing mortgage insurance premiums to be deducted as qualified residence interest, and,
o   The credit for nonbusiness energy property.

We’ll provide a more comprehensive summary of the legislation once it is enacted. Please contact your KOS Advisor if you need more information in the meantime.

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