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Provide for reconciliation pursuant to title II of H. Con. Res. 14Section 70425 › Proposal

Amounts stopped by the floor roll forward only from years over the limit

To provide for reconciliation pursuant to title II of H. Con. Res. 14, section 70425, Sec. 70425. Written by .

Amounts stopped by the floor roll forward only from years over the limit

The document says “shallWho acts: Secretary of the TreasuryHow: statuteSec. 70425 in the PDF
What the document says

“the applicable carryover rule shall be applied by increasing the excess determined under such applicable carryover rule for the contribution year (before the application of subparagraph (B)) by the amount attributable to the charitable contributions”

To provide for reconciliation pursuant to title II of H. Con. Res. 14, Sec. 70425

The section adds a new subparagraph (C) to section 170(d)(1) of the Internal Revenue Code of 1986 so that where a year already carries an excess forward, the applicable carryover rule is applied by adding the amount that the 0.5 percent floor kept out. It defines a carryover rule as subparagraph (A) of that paragraph, subparagraphs (C)(ii), (D)(ii), (E)(ii) and (G)(ii) of subsection (b)(1), and the second sentence of subsection (b)(1)(B), and an applicable carryover rule as one covering contributions the floor kept out. It also inserts a cross reference into the deduction for non-itemizers.

What the document actually says

“the applicable carryover rule shall be applied by increasing the excess determined under such applicable carryover rule for the contribution year (before the application of subparagraph (B)) by the amount attributable to the charitable contributions”

To provide for reconciliation pursuant to title II of H. Con. Res. 14, Sec. 70425
That sentence, in plain words

The carryover sum is raised. It goes up by the amount the floor kept out.

What this is about

That only happens where a year already carries an excess. If not, the blocked gift is lost. Several such rules are named.

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