Taxes

TWENTIETH MEETING

2023-2024 Regular Session - Thursday, March 9, 2023

STATE OF MINNESOTA TWENTIETH MEETING
HOUSE OF REPRESENTATIVES NINETY-THIRD SESSION

TAXES COMMITTEE MINUTES

Representative Aisha Gomez, Chair of the Committee on Taxes, called the meeting to order at 1:01 PM on March 9, 2023 in Room 5 of the State Office Building.

The Committee Legislative Assistant noted the roll.

Members present:
GOMEZ, Aisha, Chair
NORRIS, Matt, Vice Chair
DAVIDS, Greg, Minority Lead
AGBAJE, Esther
ANDERSON, Patti
BRAND, Jeff
ELKINS, Steve
HOWARD, Michael
JOY, Jim
KOZNICK, Jon
LEE, Liz
LISLEGARD, Dave
OLSON, Bjorn
OLSON, Liz
PINTO, Dave
ROBBINS, Kristin
SMITH, Andy
SWEDZINSKI, Chris
WIENER, Mike
WITTE, Jeff
YOUAKIM, Cheryl

A quorum was present.

Vice Chair Norris moved the minutes of March 7, 2023. THE MOTION PREVAILED.

Presentation from House Research on Minnesota’s Tax Treatment of Social Security Income.

HF300 (Lislegard) Individual income tax provisions modified, and public pension benefit subtraction established.

Representative Lislegard presented HF300 on an informational basis.

HF1040 (Hanson) Individual income tax provisions modified, and Social Security benefits subtraction expanded.

Representative Hanson presented HF1040 on an informational basis.

Chair Gomez and the committee received public testimony on HF300 and HF1040.

Testifying on HF300 and HF1040:
• Aleta Borrud, Member, Olmsted County Land Stewardship Project Member
• Bill Raker, Volunteer, American Association of Retired Persons (AARP)
• Jenn Tuder, President, Saint Cloud State University Faculty Association
• Louise Sundin, Member, Retired Minneapolis Teachers Committee 13
• Nancy Jost, Director of Early Childhood, West Central Initiative
• Mark LaKosky, President, Minneapolis Fire Fighters Local #82
• Amina Adan, Leader, Kids Count on Us
• Lucinda Silvis, Member, Minnesota Police Fraternal Association
• Megan Dayton, President, Minnesota Association of Professional Employees
• Carol Copp, English Language Arts Teacher, Independent School District 318
• Jim Ryan, Legislative Vice President, National Active and Retired Federal Employees
• Kerry Adelmann, Member, Service Employees International Union (SEIU) Healthcare Minnesota and Iowa
• Nan Madden, Director, Minnesota Budget Project
• James Nicholie, Member, Elders for Infants
• Mark Haveman, Executive Director, Minnesota Center for Fiscal Excellence
• Joseph Jackson, Student, University of Minnesota-Morris
• Naomi English, Member, Minnesota Nurses Association Committee of Active Retired Nurses
• Phillip Sandro, Director of the Inequality in America Program, Higher Education Consortium for Urban Affairs (HECUA)
• Mark Felsheim, Member, American Association of Retired Persons (AARP)
• Julie Abrahamson
• Steve Giorgi, Executive Director, Range Association of Municipalities and Schools (RAMS)
The meeting adjourned at 2:31 PM.

____________________________________
Representative Aisha-Gomez, Chair

_____________________________________
Lauren Sabes, Committee Legislative Assistant

More Info On This Meeting..

Bills Added:

HF300 (Lislegard) - Social Security; individual income tax provisions modified, and public pension benefit subtraction established.
HF1040 (Hanson) - Individual income tax provisions modified, and Social Security benefits subtraction expanded.

Documents:

1) Taxes Agenda 3.9.23.pdf - 3/9/2023
2) 3.7.23 Taxes Ninteenth Meeting Minutes.pdf - 3/9/2023
3) House Research Social Security presentation 3-9.pdf - 3/9/2023
4) HF0300 Bill Language.pdf - 3/9/2023
5) H0300A1 (Lislegard) Author's Amendment.pdf - 3/9/2023
6) HF0300 House Research Summary.pdf - 3/9/2023
7) HF0300_5 Revenue Estimate SS Full and Public Pension Sub.pdf - 3/9/2023
8) HF300 House Research modeling memo 3-8.pdf - 3/9/2023
9) HF300 AARP House Tax Testimony Social Security Elimination.pdf - 3/9/2023
10) HF1040 Bill Language.pdf - 3/9/2023
11) H1040DE1 (Hanson) Author's Amendment.pdf - 3/9/2023
12) HF1040DE1 House Research Summary.pdf - 3/9/2023
13) H1040DE1 House Research modeling memo 3-8.pdf - 3/9/2023
14) 100% Campaign Letter on HF 300 & 1040.pdf - 3/9/2023
15) CDF-MN on Social Security Exemption.pdf - 3/9/2023
16) Lorrie Ufkin Social Security Tax Testimony.pdf - 3/9/2023
17) Mark Felsheim Social Security Tax Testimony.pdf - 3/9/2023
18) MN-Public-Pension-Plan-Basic-Member-Information-6-30-22.pdf - 3/9/2023
19) Peggy Harri-Hiestand Social Security Tax Testimony.pdf - 3/9/2023
20) Robert Allender Social Security Tax Testimony.pdf - 3/9/2023
21) Together We Rise sign on letter opposing large Social Security tax cuts.pdf - 3/9/2023
22) Unlimited Social Security Exemption fact sheet MN Budget Project.pdf - 3/9/2023
23) MN Center for Fiscal Excellence The Renewed Push to Exempt Social Security.pdf - 3/9/2023
24) Public Pension Subtraction for Basic Plan Members.pdf - 3/9/2023

Audio:
Listen Now

House TV Video:
View Archive

03:56 - Minnesota tax treatment of Social Security Income.
25:50 - HF300 (Lislegard) Individual income tax provisions modified, and public pension benefit subtraction established.
29:28 - HF1040 (Hanson) Individual income tax provisions modified, and Social Security benefits subtraction expanded.
32:26 - Public testimony.
Runs 1 hour, 29 minutes.

Show Full Schedule Agenda:

Overview of Social Security Income Treatment: House Research
HF0300 (Lislegard) Individual income tax provisions modified, and public pension benefit subtraction established.
HF1040 (J. Hanson) Individual income tax provisions modified, and Social Security benefits subtraction expanded.

Additional items may be added/removed to the agenda. Materials will be posted to the Committee website when they are available. Testimony will be limited to two minutes per testifier. The number of testifiers may be limited due to time constraints. Public testifiers should email their full name, organization (if applicable) and preferred title to the Committee Administrator (Patrick.McQuillan@house.mn.gov) by 5 PM on Wednesday, March 8th. Materials to be distributed to the Committee members are also due by 5 PM on Wednesday, March 8th to the Committee Administrator and the Committee Legislative Assistant Lauren Sabes (Lauren.Sabes@house.mn.gov). Please note: submitted written testimony is public and will be included in the official committee record. It may be posted to the committee webpage if received by deadline.

To learn more about requesting an accommodation, please visit the FAQs for Disability Access. If you have further questions on accommodations or accessibility, please contact the Committee Administrator.