CA SB 1137
Status unknownPersonal income tax: deduction: medical expenses.
California · 2025-2026 Regular Session · upper
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Quick answers
Did CA SB 1137 pass?
The current status of CA SB 1137 is not known from the official record. Latest recorded action (2026-05-14): May 14 hearing: Held in committee and under submission.
What is CA SB 1137 about?
The Personal Income Tax Law, in conformity or modified conformity with federal income tax laws, allows various deductions in computing the income that is subject to the taxes imposed by that law, including a deduction for the medical and dental expenses paid during the taxable year, not compensated for by insurance or otherwise, for the medical or dental care of the taxpayer, spouse, or a dependent, to the extent that such expenses exceed 7.5% of federal adjusted gross income. This bill would, for taxable years beginning on or after January 1, 2026, and before January 1, 2031, allow a deduction from adjusted gross income for the costs of medical care, as defined, of a qualified taxpayer to the extent the costs exceed 4% of the qualified taxpayer's federal adjusted gross income. The bill would limit the deduction to $5,000. The bill would define "qualified taxpayer" for this purpose to mean an individual with adjusted gross income that does not exceed 300% of the federal poverty level and who does not take an itemized deduction for costs of medical care pursuant to the above-referenced provisions on their California income tax return. Existing law requires any bill authorizing a new tax expenditure to contain, among other things, specific goals that the tax expenditure will achieve, detailed performance indicators, and data collection requirements. This bill also would include additional information required for any bill authorizing a new tax expenditure. This bill would take effect immediately as a tax levy.
Who sponsors CA SB 1137?
Valladares is the primary sponsor of CA SB 1137, joined by 7 cosponsors.
Description
The Personal Income Tax Law, in conformity or modified conformity with federal income tax laws, allows various deductions in computing the income that is subject to the taxes imposed by that law, including a deduction for the medical and dental expenses paid during the taxable year, not compensated for by insurance or otherwise, for the medical or dental care of the taxpayer, spouse, or a dependent, to the extent that such expenses exceed 7.5% of federal adjusted gross income. This bill would, for taxable years beginning on or after January 1, 2026, and before January 1, 2031, allow a deduction from adjusted gross income for the costs of medical care, as defined, of a qualified taxpayer to the extent the costs exceed 4% of the qualified taxpayer's federal adjusted gross income. The bill would limit the deduction to $5,000. The bill would define "qualified taxpayer" for this purpose to mean an individual with adjusted gross income that does not exceed 300% of the federal poverty level and who does not take an itemized deduction for costs of medical care pursuant to the above-referenced provisions on their California income tax return. Existing law requires any bill authorizing a new tax expenditure to contain, among other things, specific goals that the tax expenditure will achieve, detailed performance indicators, and data collection requirements. This bill also would include additional information required for any bill authorizing a new tax expenditure. This bill would take effect immediately as a tax levy.
- Introduced
- 2026-02-18
- Latest action
- 2026-05-14 — May 14 hearing: Held in committee and under submission.
- Bill type
- bill
- Last updated
- —
Subjects
Sponsors
- Valladaresauthor
- Alvarado-Gilcoauthor
- Choicoauthor
- Stricklandcoauthor
- Alaniscoauthor
- Lackeycoauthor
- Macedocoauthor
- Tangipacoauthor
Committees
Not provided by source.
Action timeline
Newest first
2026-05-14
May 14 hearing: Held in committee and under submission.
2026-05-12
Set for hearing May 14.
2026-05-11
May 11 hearing: Placed on APPR. suspense file.
2026-05-07
Set for hearing May 11.
2026-05-06
From committee: Do pass and re-refer to Com. on APPR. (Ayes 5. Noes 0. Page 4154.) (May 6). Re-referred to Com. on APPR.
committee-passage,committee-passage-favorable,referral-committee
2026-04-09
Set for hearing May 6.
2026-04-08
From committee with author's amendments. Read second time and amended. Re-referred to Com. on REV. & TAX.
amendment-passage,committee-passage,reading-1,reading-2,referral-committee
2026-02-26
Referred to Com. on REV. & TAX.
referral-committee
2026-02-19
From printer. May be acted upon on or after March 21.
2026-02-18
Introduced. Read first time. To Com. on RLS. for assignment. To print.
introduction,reading-1,referral-committee
Versions
Documents
- application/pdf
- application/pdf
- text/html
- application/pdf(no extracted text yet)
- application/pdf(no extracted text yet)
Votes
Do pass, but first be re-referred to the Committee on [Appropriations]
2026-05-06 · pass · 5-0
Member-level votes (5)
- Grayson: yes
- Ashby: yes
- Becker: yes
- Alvarado-Gil: yes
- McNerney: yes
Placed on suspense file
2026-05-11 · pass · 7-0
Member-level votes (7)
- Cabaldon: yes
- Dahle: yes
- Richardson: yes
- Cervantes: yes
- Grayson: yes
- Seyarto: yes
- Wahab: yes
Related bills
No related bills recorded for this bill.
Official source
Attribution
Data from openstates_api_sync, retrieved 2026-10-28T07:58:30.631289Z
Inspect retained evidence for changes recorded after evidence tracking began:
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