[Congressional Record Volume 150, Number 116 (Thursday, September 23, 2004)]
[Senate]
[Pages S9560-S9580]
From the Congressional Record Online through the Government Publishing Office [www.gpo.gov]
WORKING FAMILIES TAX RELIEF ACT OF 2004--CONFERENCE REPORT
Mr. McCONNELL. Mr. President, I ask unanimous consent that following
the granting of this request, the official Senate copy of the
conference report to accompany H.R. 1308, the Relief for Working
Families Tax Act, having been presented to the desk, the Senate proceed
to 2 hours for debate, with 2 hours equally divided between the
chairman and ranking member of the committee; provided that following
that time, the Senate proceed to a vote on adoption of the conference
report with no intervening action or debate and points of order waived;
provided further that when the Senate receives the official papers from
the House, the vote on passage appear at the appropriate place in the
Record following the receipt of those papers; and finally, this
agreement is null and void if the House does not agree to the
conference report.
The PRESIDING OFFICER. Without objection, it is so ordered.
The clerk will report.
The legislative clerk read as follows:
The Committee of Conference on the disagreeing votes of the
two Houses on the amendments of the House to the bill (H.R.
1308), to amend the Internal Revenue Code of 1986 to
accelerate the increase in the refundability of the child tax
credit, and for other purposes, having met, have agreed that
the Senate recede from its disagreement to the amendment of
the House to the amendment of the Senate to the text of the
bill, and agree to the same with an amendment, signed by a
majority of the conferees on the part of both Houses.
The PRESIDING OFFICER. The Senate will proceed to the consideration
of the conference report.
Mr. McCONNELL. Mr. President, momentarily we expect to turn to the
family-friendly tax package. I understand the chairman of the Finance
Committee is on the way. Pending his arrival, I suggest the absence of
a quorum.
Mr. REID. I would amend that by asking that the time run on the 2
hours even though we are in a quorum call.
The PRESIDING OFFICER. Without objection, it is so ordered.
The clerk will call the roll.
The senior assistant bill clerk proceeded to call the roll.
Mr. HATCH. Mr. President, I ask unanimous consent that the order for
the quorum call be rescinded.
The PRESIDING OFFICER. Without objection, it is so ordered.
Mr. HATCH. Mr. President, I ask unanimous consent to deliver my
remarks as in morning business.
Mr. GRASSLEY. I yield 5 minutes to the Senator from Utah for that
purpose.
The PRESIDING OFFICER. Without objection, it is so ordered.
The Senator from Utah is recognized.
(The remarks of Mr. Hatch are printed in today's Record under
``Morning Business.'')
The PRESIDING OFFICER. The Senator from Iowa is recognized.
Mr. GRASSLEY. I yield myself such time as I might consume.
The conference on H.R. 1308 brings to the Senate for consideration
the Working Families Tax Relief Act of 2004. This is a product of the
cooperative efforts that Senator Baucus and I have had on a lot of
legislation, and even though there were some differences of opinion
within the conference, for the most part, many parts of this bill are
things on which we mutually agree. There are some parts included that
we might not agree on, but it doesn't keep us from getting it to
finality.
I thank Senator Baucus for his cooperation as the leader of the
Democrats on the Finance Committee and helping us get this bill to
where it is.
First, we are here in a great part as well due to a determination of
the President of the United States and his enunciation of a very clear
tax policy that goes back to the year 2001. In fact, it goes back to
probably before he was sworn in as President of the United States. This
President saw that the economy was in an economic free fall in 2000. As
you recall, in March of 2000, the NASDAQ started to lose half of its
value, which it did. You also will remember that during that year the
manufacturing sector started a 44-month slide.
The President knew these things were going on, so even before he was
sworn in as President of the United States, he had a tax policy that
was ready to go to stimulate the economy. So we passed that in 2001.
We added to it and sped it up a little bit in 2003 to bring about the
rejuvenation of the economy that we now have. As an example, we have
had 13 months of economic growth in employment, with 1.7 million new
jobs created, and I think it will go on. So we are seeing the impact of
the President's tax policies going back to that particular time.
What we are dealing with here is a conference committee report that
will ensure that the tax reductions made in 2001 and 2003 stay as tax
cuts, and that the benefit that working men and women get from that and
the benefit that the economy has gotten from that by being rejuvenated
with enhanced employment will not turn sour and our working men and
women have to pay higher taxes starting next year because provisions of
the Tax Code sunset.
Under that scenario, a sunset of tax legislation means there would
otherwise be a big increase in taxes to working men and women starting
automatically on January 1 of next year, hence, this legislation, to
make sure those
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sunsets do not occur, and we do not have automatic increases without a
vote of Congress on the working men and women.
Those tax increases would be an unacceptable position to take, plus
there is the injustice to working men and women, and we might be
pulling the plug on the revival of the economy that the tax reductions
of 2001 and 2003 brought to the economy.
Raising a family is always a struggle, and the last thing they need
to do is to send more money to Washington. That money can certainly be
better spent by mothers and fathers closer to home for lots of
purposes. It could be helping educate a child, buying a better health
insurance program, or allowing a parent to spend more time with their
son or daughter at home instead of having to work an extra shift.
This basic package from the conference contains several key elements.
One is extending the child tax credit and the marriage penalty relief
for the 10-percent and 15-percent bracket. These provisions will now be
in effect through the year 2010, accelerating the 15-percent
refundability for low-income families starting this tax year. This is
of particular importance to low-income families. Without doing this,
there would be some disincentive to work.
Our policy in this country since 1996 has been to move people from
welfare to work because people on welfare are in a lifetime of poverty,
and the only way to move them from that situation is to encourage them
into the world of work, and being in the world of work, they have an
opportunity to move up the economic ladder. But there are some tax
policies that discriminate against that. One of those is the
regressivity of the payroll tax and even the hindrance of childcare, as
an example.
What we do is reduce, not eliminate, the regressivity of the payroll
tax so that is not a disincentive for people to go to work; that they
know if they go to work, they are going to have more in the world of
work than they may in some other lifestyle.
We also do an important simplification in the administration of the
uniform definition of a child. Prior to this conference report, the Tax
Code would have several different definitions of a child. Not only
doesn't that make good legal and public sense, but it is also
complicated. We bring uniformity to public policy, but we also bring
some simplification to the Tax Code.
Then we also expand the earned-income tax credit and the child credit
benefits for military serving in combat zones. We provide alternative
minimum tax relief for millions of Americans in the year 2005. These
are people who would be hit by the AMT who were never intended to be
affected by the AMT. In fact, already there are more people hit by the
alternative minimum tax than was ever intended when it was instituted
in 1969.
Remember, in 1969, it was instituted to make sure that some
Americans, high-income Americans, and maybe also wealthy Americans who
took advantage of every tax loophole they could take advantage of to
wipe out any payment of any tax whatsoever, would make some
contribution based on their success to the Federal Treasury so that
everybody in our society was manning an oar in this effort to make our
economy and our Government go.
Mr. President, do you know what is happening with AMT because it was
not indexed back in 1969? It is beginning to hit a lot more wealthy
people than it was ever intended to hit, hitting people who do not take
advantage of every tax loophole and are still paying a lot of tax and
being hit by the alternative minimum tax.
We are not doing a heck of a lot to help those people who have
already been hit, but we are setting up a situation so that situation
does not get worse. But to some extent we are putting off the
inevitable. If we do not do something about this--and I take some
responsibility for not doing enough, although I do remind people who
are watching, and my colleagues, that in 1998, I did vote for a bill
that did away with the alternative minimum tax totally. It went to
President Clinton, and President Clinton vetoed the bill.
At that time, it would have been the ideal time to take care of it.
But soon, instead of hitting 3 or 4 million Americans, it is going to
be hitting 20 to 30 million Americans, and pretty soon it is going to
be hitting the middle class, and it is going to be punitive to the
middle class. Somewhere along the line, we have to adopt a policy that
realizes that the consequences of our tax policies are hurting people
we never intended to hurt, and if we want a stable society, we never
want to hurt the middle class.
I know there are a lot of people in this body who believe if we make
any changes in tax policy whatsoever, we have to offset it dollar for
dollar. For every reduction we make, there is a $1 increase in somebody
else's taxes to make it up.
It is almost impossible to do that with the alternative minimum tax.
We ought to decide sometime that something has gone wrong and correct
the wrong, save the middle class, and not worry about offsets because
people who will be paying the tax were never intended to pay the tax,
and it does not make sense to tax them. But that is happening through
the alternative minimum tax.
What do we do in this bill? We delay for 1 year finding a permanent
fix to this situation. By doing it, we are not hurting any more people
at least.
Finally, there is a provision in this bill to extend current law on
several expiring tax provisions. In regard to these retiring tax
provisions, I know there is frustration for some of my colleagues,
particularly in the area of expanding the R&D tax credit. In order to
reach agreement, my counterparts on the Ways and Means Committee and I
agreed that these extenders should be a clean 1-year extension. This
had the solution of making no one happy, either in the Congress or in
the economic sectors that are impacted by these tax provisions.
The House of Representatives had to accept extenders they did not
want, as did we in this body, but it resolved the issue and allowed us
to go forward.
I want my colleagues to know that I am committed to working with them
on this issue and on other extender-related issues in the JOBS bill
that hopefully now will go to conference.
We are going to be able to turn our full attention to the issue of
the JOBS bill, which passed this body 3 or 4 months ago by 92 to 5.
With the conclusion of this legislation, we are going to be able to
work on that and hopefully complete it prior to leaving this October.
This bill provides great tax relief to millions of working families,
and I commend President Bush for his leadership in making these
proposals a reality.
One thing I need to explain to my colleagues, the President was
hoping to get this done in July. Way back in the early winter, I
decided the best time to take up this tax bill was now in September. I
thought it would be easier to do, and I think the way it is working out
it is easier to do.
I tried to respond to the President's inquiries to me about moving
this in July, and I came up at that point not with a 5-year extension
but with a 2-year extension because at that point we could get
bipartisan movement and move it through. The White House did not want
just a 2-year; they wanted the 5-year. I could not get the 5-year in
July. So we dropped everything and then went home for our summer break
during August and the two political party conventions and now we are
back doing this.
Senator Frist and I were called down to the White House in July to
visit with the President about this issue. We had a meeting with the
President, the Vice President, the chief of staff, and the chief
congressional liaison. We discussed all these issues, and I presented
the view to the President that I wanted to do this in September. He
made the point he wanted to do it in July. I said I will try to do it
in July, but, I said: Mr. President, there is also another issue
connected as well, and that other issue is the JOBS bill. The JOBS bill
is to create jobs in manufacturing. It also corrects a decision that
the World Trade Organization made about our export tax laws. Everybody
understands we have to do this.
I was presenting to the President at that particular meeting in July
the necessity of getting this bill passed and how important it was, but
that we had not heard a whole lot out of the White House about the JOBS
bill. The President told me in July: Get this extension for me and then
we will concentrate on the JOBS bill. We referred
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to it as FSC/ETI and he referred to it as FSC/ETI as well.
So I hope now that we are delivering on this bill the President asked
for, albeit 2 months late, that the President will keep his commitment
to me to get the White House behind our JOBS bill, the FSC/ETI bill.
That is what I heard him say. I think the President will keep his word
to me and we will maybe now hear from the White House on the importance
of the JOBS bill.
I yield the floor.
The PRESIDING OFFICER (Mr. Coleman). The Senator from Montana.
Mr. BAUCUS. Mr. President, I yield myself such time as I might
consume.
The PRESIDING OFFICER. Without objection, it is so ordered.
Mr. BAUCUS. Mr. President, I am pleased to be a part of this effort
to improve significant tax relief for America's working families. I
very much want to thank my good friend and colleague Chairman Chuck
Grassley. As usual, he did a great job in the conference. He conducted
an open and transparent conference at all times. He was very decent,
very courteous, very fair. Sometimes it was difficult.
Senator Lincoln and I were able to present some amendments and some
ideas in an effort to improve the legislation. There was no resistance
at all from the chairman. He was, again, gracious, top notch,
transparent, very helpful, and I commend him.
Mr. GRASSLEY. I am sorry. I was not paying any attention.
Mr. BAUCUS. I sing the chairman's praises so often he is probably
getting used to it, but I was telling everyone what a great job the
chairman did last night.
Mr. GRASSLEY. I thank the Senator. I think we did what conference
committees are supposed to do. If the Senator would let me interrupt, I
think we do what conference committees are supposed to do. They
conference and every idea people wanted to bring up was presented and
debated.
Mr. BAUCUS. Mr. President, I totally agree. He said it much more
directly, as he customarily does. I was a little more oblique and
indirect, as I sometimes am. Chuck Grassley is basic good Chuck
Grassley representing the State of Iowa in a very thoughtful and great
way.
Mr. President, I will say a few words about this bill. First, it
provides meaningful tax relief. It will clearly benefit millions of
middle-income Americans. It largely is made up of extensions, basically
provisions, for which I and many of our colleagues worked hard when
Congress enacted them in the first place.
The package we consider today is also far better targeted than the
package Congress enacted last year. What we are passing today includes
provisions that are very important, more specifically to everyday
people, to Montanans and to Minnesotans, to people all across the
country.
That is not to say that this legislation, in my judgment, is perfect.
It is not. I think it has some quite significant shortcomings, but we
are here today and this is a vote on the conference report. It is all
or nothing and I frankly believe that the good in this bill
significantly outweighs the bad. If I were drafting it, it would be
quite a bit different than this legislation. But this is America, this
is the legislative process, and it is a step forward and I will urge my
colleagues to support it.
The legislation the Senate passed to begin this conference provided
refundable child tax credits to low-income working families. That was
the original bill. This was a $3 billion to $4 billion problem. Last
June, the Senate responded and paid for it. This week, 15 months later,
the conference committee produced a $150 billion solution for that $3
billion problem and the conference committee chose not to pay for that
$150 billion.
I am concerned. The Congress appears incapable of enacting reasonable
tax cuts without adding to the deficit. Higher deficits will hurt the
very families whom we have set out to help. They are the ones acutely
harmed by higher interest rates that huge deficits cause. It will be
the children of middle-income American families, those we are directly
helping today, who will pay for that deficit with higher taxes
throughout their lifetime. That is the underlying problem with this
legislation.
Using this conference on a narrow, $3 billion problem to move a broad
$150 billion tax bill is also an abuse of the Senate rules. Rule 28--
and this may be a little bit inside baseball but it is very important
to achieve comity and to get legislation passed here--is a rule which
may still appear in the printed rule book but the conference report
makes clear that for all intents and purposes rule 28 regarding the
scope of conference is now dead. The majority plainly observes rule 28
only in the breach.
Let me take a moment to recount the history of this bill. It all
started last year when the 2003 tax bill left out additional child tax
credit payments for most low-income families with children. Last year's
increase in the child tax credit left out fully one-quarter of
Montana's children. It must be proportionately true in other parts of
the country.
In the weeks that followed passage of that bill, Senators Lincoln and
Snowe championed efforts to provide relief for these hard-working
families. Today, more than a year too late, we finally followed through
on their efforts to provide additional child tax credit relief to those
families who were left out. Again, a quarter of the children in my
State were left out, and I bet that is about true around the country.
Families who could only get a 10-percent refund can now get a 15-
percent refund, as we have accelerated the increased child tax credit
in this bill.
The conference agreement makes another significant change benefiting
families of military personnel serving in harm's way. Under current
law, pay earned by our military in a combat zone does not count for
purposes of calculating the earned income tax credit or the child tax
credit. That is obviously an imperfection, to say the least, in the
law. It is wrong. Our service men and women who are in harm's way
should clearly not be discriminated against just because they happen to
be fighting a war on our behalf. That is the case in the law and this
bill partially but not entirely addresses it. It is the part that it
does not fix that I will address later which I have a particular
problem with.
Last year, I joined my friend Senator Pryor in requesting a study to
detail how this oversight affects our men and women in the military who
are serving in some of the most dangerous locations in the world. What
did the GAO find? It found that as many as 10,000 military personnel in
combat zones will see a reduction or elimination of their child credit
or earned-income tax credit. Why? Simply because they are serving
abroad, in harm's way. I joined Senator Pryor in introducing
legislation which is part of the agreement today essentially to correct
that inequity.
Unfortunately, the proposal today will still allow military families
with combat pay to receive the earned-income tax credit for only 2
years, and then it goes away. Why? Why should that not be permanent? We
tried last night to make it permanent, but unfortunately the conference
would not agree.
During conference negotiations--and I take my hat off to Senator
Lincoln of Arkansas--Senator Lincoln offered an amendment with my
support to make this provision permanent. Again, the conference
committee rejected it on a party-line vote. I don't know why the
conference committee chose to penalize those military personnel who are
serving in Afghanistan, serving in Iraq, in other dangerous parts of
the world. We should make sure they are not discriminated against. I do
not understand it. It is the least, the very least we could do for
them. We should correct this entirely, and we should take care of those
soldiers and sailors who are taking care of us.
I think we also all agree on our support for extending tax relief for
middle-income taxpayers. That is clear. That is the basic reason I
support the bill. The conference report does extend those tax
provisions to the end of the decade. Basically there are three popular
tax cuts on which many American families have come to rely: the $1,000
child tax credit, marriage penalty relief, and the 10-percent income
tax bracket.
The conference report also, I might add, extends for another year
protection from the heinous alternative minimum tax, otherwise known as
AMT. What is it? It is basically the provision in the Code that says
after you go
[[Page S9563]]
through all your calculations and it turns out that you pay a very low
income tax, American taxpayers--corporate taxpayers, too--have to go
through another set of calculations that are a bit more onerous. Under
the second, if the tax charge is higher than it would be in the regular
calculations, they have to pay the higher amount. That is the AMT. It
is beginning to kick in, as many Americans are beginning to realize,
and it is going to be a much more difficult burden in the next couple
or 3 years.
Not next year, however. This bill extends relief from the AMT for
next year. Without this, millions of middle-income taxpayers who
thought they would be recipients of the benefits of these tax cuts
would lose them. Why? Because of the AMT. We give with one hand tax
relief in the 10-percent bracket and from the marriage penalty, but it
would be taken away with the imposition of the AMT. So we say let's not
let AMT do that for another year.
Many of my colleagues also agree with me that we should not borrow to
pay for these tax cuts, especially when other more fiscally responsible
options are available. What are those? We now have a $300 billion tax
gap based on 2001 figures. That is the latest date for which the IRS
has made an honest, responsible calculation. What is the tax gap? That
is the $311 billion in money that American taxpayers owe. It is due,
but they are not paying it--$300 billion. That is the tax gap. It is
huge. Just think how much easier it would be for this country to pay
its bills, provide for the wars in Afghanistan and Iraq, homeland
security, education, if every American paid his or her legitimate taxes
that are owed and due.
The IRS, unfortunately, does not have the personnel to solve this.
There are lots of provisions in the law which allow, regrettably,
taxpayers to take advantage of the Code. Clearly we should do something
about that. I must say, I pressed the IRS in the committee, and I hope
we finally get something done in the next couple of years. However, we
have passed provisions several times which do address this tax gap.
What are they? Anti tax shelter provisions. These are provisions
suggested to the committee by the Joint Tax Committee on a bipartisan
basis. They say, particularly to corporate taxpayers, if you do certain
transactions, itemize these transactions, you have to list them on your
return. You have to tell us you are doing these kinds of transactions
so they are flagged and the IRS can better look at them.
In addition, we say there should be an economic substance doctrine.
That should be enacted. What is that? That is basically the doctrine
that says to a judge, if you look at this, if the IRS looks at this and
if a taxpayer, corporate taxpayer, is being hypertechnical following
the law, but still it is clear there is no economic substance here, the
IRS can then find the taxpayer should pay taxes on that transaction.
There are certain Enron related tax provisions that this Senate has
also passed. I asked those to be on this bill because they can pay for
part of the extension of the middle-income tax cuts. They are good in
their own right. These are loophole closers. These are provisions to
close corporate loopholes, to somewhat significantly reduce that $300
billion tax gap. Yet that amendment was rejected by the conference
committee, and I have no understanding why. I do not know why. I have
just been told it can't be done. There is no legitimate reason. I
challenged the committee for legitimate reasons. There were none. Yet
we in the Congress today are adding to the deficit, we are adding to
the debt with the passage of this legislation when we could have been
at the same time enacting provisions to close corporate tax loopholes,
loopholes that everybody agrees are loopholes. Joint Tax says it is a
loophole. All commentators who look at this say it is a loophole. Yet
this conference committee would not do something that is clearly the
right thing to do.
We should close those loopholes, reduce that tax gap, and reduce the
deficit. This conference committee doesn't do that. It says: Oh, no, we
should not close corporate loopholes. It says: Oh, no, we should not
reduce the deficit. It says: Oh, no. Why? Don't know. There were no
reasons given. Clearly, it is the wrong thing to do to not enact the
provisions. I suggested that have already passed this Senate. They have
already passed this Senate by a large margin, and still the conference
says: No, we are not going to close corporate loopholes. That is wrong.
I might add a further part of what I believe is good about this
conference report. There is a simplification provision here that does
simplify provisions of the Code. I don't have to tell you just how
complicated the Code is. We all know. How does it simplify the Code? I
will give one idea. It creates a uniform definition of a child in the
Code. Today there are five separate definitions of a child in the Tax
Code. They are all different. It just makes eminent sense that there
will be one provision.
It is a start. I am not standing here to say that we have
significantly simplified the Tax Code. We are making a start here with
a single, uniform definition of a child. If we could take a step
forward, even--no pun intended; maybe a ``minor'' pun--even if it is a
baby step forward, certainly we should take it.
Another provision here, we also were able to continue certain
provisions of the Tax Code which would otherwise expire. In the
parlance here, they are called extenders. But for those who don't know
what extenders are who may be listening, there are certain provisions
in the Code which would expire, and most people agree they should not
expire. So we say, OK, we are going to continue them. One of the most
popular is the R&D tax credit. Frankly, it is foolish to extend that. I
think it should be permanent. We should not be back year after year
revisiting this issue. It is nuts. It is ridiculous.
I also offered an amendment for a more expanded, a more realistic, a
more honest research and development tax credit. What is that?
Basically the provision we are extending is dated. It is based on data
from 10 or 15 years ago. So companies today which have increased
revenues but, say, 10 or 15 years ago were at a certain level of R&D
expenditures now can't get the benefit of the R&D tax credit even if
their sales are going up because their credit is based on the R&D they
performed many years earlier.
I am saying let's bring it up today so American companies can perform
the research and invest in the research we need to do to compete with
countries around the world. It could be a modest increase in this bill.
It is very small--I think it is about $1 billion--not much at all, over
10 years, but that, too, was rejected for basically no reason. I didn't
hear a reason. We have an obligation to start and continue to make
America even more competitive. So many other countries give such a
break to their companies for research and development in their own
countries.
Canada, for example, has a 20-percent credit. Other countries have
much more than we have. We are just kind of sitting here as a Congress
and not really getting off the dime, getting off the ball to address
this issue. I am sorry that was not added in the conference report.
Finally, the conference report does take what are called the
technical corrections. Those are a long-overdue set of provisions. They
are what they are described to be, dotting the i's and crossing the t's
to correct minor mistakes, to simplify the Code by enacting
corrections.
Finally, I want to say I support the bill. It will make life better
for millions of hard-working American families. That is the bottom
line. But, also, I might add it continues to ignore our continuing and
dire budget deficit. We may turn a blind eye to that problem today, but
that deficit is going to haunt us in years to come. Mark my words.
I urge my colleagues to support the bill. But I also strongly urge my
colleagues to renew our resolve to address the budget failure that
threatens our Nation. That is a challenge we can no longer simply
avoid.
Mr. President, I yield the floor.
The PRESIDING OFFICER. The Senator from Iowa.
Mr. GRASSLEY. Mr. President, I yield the Senator from Texas 5
minutes.
The PRESIDING OFFICER. The Senator from Texas.
Mrs. HUTCHISON. Mr. President, I thank the distinguished chairman and
[[Page S9564]]
ranking member of the Finance Committee for getting this bill through.
These family tax breaks are very important. The most time I have spent
on anything in my time in the Senate has been for family tax relief,
and particularly marriage penalty relief.
The first bill I introduced on this subject was several years ago to
try to stop the penalty that people get when there are two working
individuals and they get married because then they go into a higher tax
bracket, and they get taxed more than if they had stayed single. That
is the worst thing we could do in our society because, of course, we
know that marriage is very helpful to family stability. It has been
shown that children in families where there is a husband and a wife are
less likely to suffer child abuse and more likely to do well in school.
It has been shown time and time again that families do better in the
area of raising their children when there are two parents in the
household. But we have had a Tax Code that has discriminated against
marriage. That is absolutely ludicrous.
Last year, with my colleagues and President Bush, we passed a $350
billion tax cut. This is an economic growth package that is working. We
have seen the fruits of our labor. The economy is coming back. The
stock market has stabilized. Jobs are being created. So we have freed
the economic engines of our economy by keeping more money in small
business and more money in the pocketbooks of families.
One of the most important provisions provided immediate marriage
penalty relief, making the standard deduction double that of single
people and enlarging the 15-percent tax bracket for married joint
filers to twice that of single filers. This provision saved 52 million
married couples, 3.6 million of whom are in Texas, up to $600 on their
2003 tax bills.
Enacting the marriage penalty relief was a giant step toward tax
fairness. But the bill before us tonight is necessary to keep those tax
cuts in place. Since the size of the bill was restricted to $350
billion last year, the marriage penalty relief provision is only
effective for 2 years. So if we do not act on the bill tonight, and
pass it, marriage could be a taxable event once again in 2005. Without
relief, 48 percent of married couples would lose the tax relief they
have gained in the last 2 years.
Besides lower taxes, the other thing that is so important for our Tax
Code is to have predictable taxes so a family can plan on what they are
going to have in their budgets. That is why I hope eventually we will
be able to make these tax cuts permanent. But at least today we are
going to take a major step in the right direction for predictability of
the tax cuts.
Marriage penalty relief will now be able to be counted on from today
through 2010, if we pass the bill before us tonight. I think that is a
major step in the right direction. Hopefully, between now and 2010
Congress will see fit, working with President Bush, to make this relief
permanent. Then our families will know exactly what they are going to
have to spend, and they will have more in their pocketbooks as well.
I think it is very important to say this is not something that was
easy. We know it was not. There are people who wanted to take the tax
cuts away, so acting was very necessary to keep the child tax credit,
to keep marriage penalty relief, and to give the overall relief to
families in our country. But you can tell it has taken until the last
month of this session to do it because many people wanted to put these
tax cuts into other spending priorities.
I cannot think of anything better than having the money go back in
the pocketbooks of those who earn it so they can spend it for their
families the way they want to.
Mr. President, I know my time is expiring, but I just urge my
colleagues to pass this bill. I thank the distinguished chairman and
ranking member for making sure that marriage penalty relief is in the
bill before us tonight so that we can count on now through 2010 that
this will be available for people getting married in our country, to
raise their families in the way they choose to do it.
Thank you, Mr. President. I yield the floor.
The PRESIDING OFFICER. The Senator's time has expired.
The Senator from Montana.
Mr. BAUCUS. Mr. President, before I yield to my very good friend from
Arkansas, Senator Lincoln, I would like to tell the Senate and those
listening what a great job she has done, particularly in standing up
for our military personnel overseas who have children and who are
working men and women but whose incomes might not be as high as some
others.
She is a tiger. She is a stalwart. She is there. And because of her
efforts, this bill is a lot further along in a way that does help
military personnel, maybe not as much as we would like yet, but she is
to be highly commended for her work.
Mr. President, I yield 15 minutes to the Senator from Arkansas.
The PRESIDING OFFICER. The Senator from Arkansas.
Mrs. LINCOLN. Thank you, Mr. President, and a special thanks to my
colleague, Senator Baucus, who has been a great mentor and great friend
to me on the Senate Finance Committee, and a special thanks to our
chairman, Senator Grassley, for his transparency and his willingness to
work with us always. We are very grateful for that. I think the
conference we held under his leadership was certainly a conference
where people were able to offer their ideas, bring their ideas and
their passions to the table and express them. There are a few we were
disappointed in not being able to succeed with, but I know the chairman
knows I will be back at that another day, as I usually am, to try and
see if we cannot move some of those things along. But I appreciate his
graciousness and certainly his willingness to work with all of us. And,
again, I thank Senator Baucus for all of his hard work and gracious
support of me.
I rise today in support of the Working Families Tax Relief Act that
is before the Senate today because it does provide tax relief to low-
and middle-income families who are struggling to make ends meet by
making this child tax credit fully refundable beginning this year. If
there is anything I noticed in the time I spent in Arkansas, in my home
State, over the month of August, it was the unbelievable stress that
working families in this great country find themselves under.
Workers are concerned about their job, whether they are going to keep
their job. Maybe they have lost their job. Workers are certainly
looking at what they are responsible for, such as can they pay for what
their children's needs are, the taxes, the cost of gasoline, the
expensive cost of health care. They are concerned about the
availability of health care, access to it. They are looking at all of
those concerns, including the unbelievable increase they have seen in
higher education. Are their children going to be able to go to college?
Can they put aside enough money for that? Will there be the resources
they need?
Our working families are under unbelievable stress. If we want to
strengthen families and, in turn, strengthen the fabric of our Nation,
we have to work together to relieve some of that stress through the Tax
Code, through lowering the tax responsibility of low- and middle-income
working people and giving them the same ability to utilize the Tax Code
for the benefit of supporting their families. We see a lot of upper
income people who can use the Tax Code for that purpose, whether it is
mortgage deductions or the fact they have more expendable income that
they can set aside in an IRA or a 401(k), or using that Tax Code to
help them support their families and the dreams they have for their
families and their children. Giving that same capability to low- and
middle-income working people is essential for all Americans to reach
their potential and to at least have a shot at the American dream.
This bill is a huge step in bringing relief to working families who
are putting so much of their resources into the economy. As my
colleagues may recall, the conference report we are debating today is
the byproduct of legislation I spearheaded in the Senate over a year
ago. I compliment my colleague Senator Olympia Snowe. Olympia and I
worked very hard together on this issue, along with Senator Baucus and
Chairman Grassley. It was approved by an overwhelming vote in the
Senate, 94 to 2. The Senate believed it was important enough to provide
for low-income working families to take care of their children. Yet it
has taken us this long to get to this point.
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I don't want to sound ungrateful because I am tremendously grateful
that we are here today to address this issue. But I hope as we look at
the issues still before us, the ones we did not address in this bill,
that it won't take us that long again to make the commonsense decisions
that are required to reinforce the heartland of America and the working
families who make up this great Nation.
We introduced back then and pushed passage of that proposal to ensure
that working parents who were left out of the 2003 tax bill were able
to fully benefit from tax provisions Congress had enacted to help
families meet the demands of raising children. I have a Cub Scout
meeting in about an hour and a half. I may not make it. But there are
multiple demands on working families. Whether it is time, resources,
our ability to give our children all of the things that we know, both
as parents and having been children ourselves, they are critical in
making the kind of people we want to be the leaders of tomorrow. And a
huge part of that is having the resources to provide to your children
just the basics.
Specifically, the tax package before us will restore provisions that
were stripped from the 2003 bill that I had fought to include to allow
working families to fully benefit from a $400 increase in the child tax
credit. This legislation will also extend critical tax provisions set
to expire for married couples, which Senator Hutchison has talked
about, and for all taxpayers who will benefit from the 10-percent
bracket--again, putting resources back into the working families who
are the stability of this country.
I stress that low-income working parents who benefit from the
refundable child tax credit included in this bill must have earned
income to qualify. This is not welfare. You sit down at the kitchen
table with any of these families who are working and let me tell you,
if you are working 5 days a week, 52 weeks out of the year, and you are
making the minimum wage, you are making a little over $10,000, you are
working hard. This is not welfare. It is your Government and your
Nation reinforcing who you are and what you stand for; that is, that
you would use whatever your talents happen to be. They may not be as
much as somebody else's, but you have talents, too. And you are using
those talents to put back into this Nation and back into this economy.
It is so important for our colleagues to understand, because some of
our colleagues have suggested that we should not expand eligibility for
the child tax credit for lower income workers because they don't pay
Federal income tax. These individuals work hard, and they do pay taxes.
They pay sales taxes. They pay excise taxes. They pay property taxes,
gas taxes, and payroll taxes on every one of those dollars they earn.
They should benefit from the tax relief that we pass in Congress
because they suffer from all of the taxes that continue to increase,
but they hardly ever benefit from the tax cuts that we produce here in
Washington.
Are these families any different? They also struggle to meet the
demands of providing for their children, just as others do--more than
most, actually. I am confident this is the right thing to do for our
Nation and its children.
As I said, we are talking about families who work hard and play by
the rules. When they buy their blue jeans for school and their tennis
shoes, their tires, their washing powder, it doesn't cost them any less
than it costs us. Think about it, a family making $20,000 a year
doesn't get a special bargain at the store anymore so than the family
making $100,000.
While this tax relief package achieves fairness for millions of
families with children who would otherwise be left behind, it doesn't
include everything that I fought for during the negotiations in the
conference committee this week.
Once again, I appreciate the chairman allowing me to offer my
amendments and come before the conference committee and express my
desires.
First, I believe we can and should have paid for this bill by
eliminating tax shelters and loopholes. Why would we wait until
tomorrow to do something constructive that we could do today? Why
wouldn't we pay off part of our note today instead of continuing to
accrue the interest on the debt that is about to swallow us up? For the
life of me, I don't understand why some of my colleagues think that it
is important to pay for the JOBS bill we hope to complete this year--I
certainly do; it affects my State as much, if not more than any--but
not this bill. Why is this bill not important to pay for? I think we
should pay for both of them.
I supported an amendment in conference that was offered by my good
friend and colleague Senator Baucus to pay for the tax provisions we
are debating today. Unfortunately, it was defeated on party lines. Even
though we were not successful in that attempt, I will renew my efforts
to restore fiscal discipline next year by working with like-minded
Members in a new Congress and hopefully with an administration that
will take deficits seriously as well as their serious effect on our
children.
It is critical that we look at the good policy of closing these
loopholes and make certain the confidence of the American people in the
economy of this country and the way we deal with those who choose to
abuse the Tax Code.
Another issue I don't think we resolved appropriately involves the
tax treatment of military families. Senator Baucus mentioned it. Last
night, I offered an amendment to make sure that we take care of the men
and women in the military who we depend on to take care of us. These
are people who put their families on hold. They put their life in
harm's way.
You might think there are not a lot of people out there who fall into
this category, in the low-income category, of needing the ability to
choose where to put their combat pay for the purposes of calculating
EITC. But there are more than 10,000. These are infantrymen, troops,
members of our Armed Forces who could benefit greatly if given the
opportunity as to whether they want to choose to put their combat pay
into their taxable income for the purposes of EITC.
The conference report, in effect, imposes a tax increase on military
personnel in the year 2006 and beyond because it only excludes combat
pay in the calculation of the earned-income tax credit for low-income
soldiers for only 2 years, 2004 and 2005.
These brave men and women who risk their lives to defend our freedom
are the last people we should burden with uncertainty in the Tax Code.
My colleague from Texas talked about the uncertainty and what it does
to families if they cannot depend on the Tax Code to give them the
relief and continue to do that. How do they plan? It is unbelievable to
me that in 2006--and we don't know where we will be in our conflict in
Iraq in 2006--we would give certainty to every other category in here.
Yet we would not give that certainty to the military men and women
serving this country. I think it is wrong, and I will be working very
hard with Senators Pryor and Baucus and others on legislation that will
fix it, and fix it in a timely way.
I also offered an amendment to address an inequity in the refundable
portion of the child tax credit. Under current law, the threshold to be
eligible for the child tax credit is $10,750, and it increases annually
based on inflation. Unfortunately, for many low-income families, wages
and income are not increasing. They are not keeping pace with
inflation, and they will be unfairly denied tax relief under this
approach in the years ahead.
Again, you might think this is just a small number of people, but the
fact is that it is 4 million low-income people. Thirty million get the
child tax credit in this country--30 million families. Eleven million
of those are refundable. So 4 million of those 11 million families will
not be able to access the full benefit of this child tax credit because
we have not adjusted what we set into place.
My amendment would have returned the eligibility threshold to
$10,000, which is where it started when originally enacted in 2001 and
would have removed the annual inflationary increase. What we have seen
is that we have indexed that base, and we continue to see it increase
so those who make below that are not eligible for that full benefit.
Why would we not want to take it back to the original $10,000 and take
away that index and
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give the benefit to the very families who are working hard, who are not
seeing any increase in their wages or in their income, to make sure
they have that same ability to take care of their children?
The taxpayers who are most at risk of losing this benefit are the
very ones who need it the most. I hope we will reconsider this issue in
the near future.
Even though this bill doesn't include everything, I think it should
and I would like to amend certain provisions. I believe, on balance, it
is an achievement for low- and middle-income families who need economic
relief today. We made several attempts to try to make better those
provisions that we were offering.
I also offered an amendment of the President's EITC simplification,
which was in the President's budget, hoping that maybe that, coupled
with what we were asking, would make Members feel comfortable that we,
too, wanted to eliminate the fraud and abuse that existed to make sure
we could reassure the American people that those who are working hard
to earn their income would see the benefits that their Government could
provide them, just as the higher income people could use that Tax Code
to help them care for their families.
We also worked hard and I was pleased to see included the
simplification or uniform definition of a child. I worked with Senator
Hatch in committee very early on with that. We wanted to see more
simplification of the Tax Code. It is amazing to think a child could be
designated six or seven different ways under the Tax Code. Here, we
realize that a child is a child, and I think that simplification was
very important.
I am grateful for all the work that has gone into it. I thank again
Chairman Grassley, Senator Baucus, Senator Snowe, and others for
working with me to advance the provisions that I have fought for
throughout my term in the Senate to strengthen families and children in
Arkansas and across this Nation.
Before I yield the floor, I would be remiss if I didn't also thank my
tax counsel, Mac Campbell, for his invaluable assistance, as well as
the wonderful staff of both the minority and the majority of the Senate
Finance Committee. These are unbelievably brilliant people who work
hard day in and day out. I am appreciative of the hard work they put in
and grateful for their help. I am grateful for this day and that we
have come to the point where we can provide relief for working
families.
I strongly believe that as we move forward in strengthening our
Nation, we must begin with the fabric of our families and giving our
families the means to strengthen themselves, looking at ways we can
relieve the stress that they find themselves under every day. This bill
will go a long way toward doing that.
I yield the floor.
Mr. GRASSLEY. Mr. President, I yield the Senator from Arizona 10
minutes.
Mr. McCAIN. Mr. President, today we will be voting on a conference
report to extend several very important middle class tax provisions
through 2010.
Throughout the Senate's budget debates this year, I have consistently
supported the extension of the marriage penalty relief and the child
tax credit, and expansion of the 10 percent income tax bracket. The
conference report before us extends these family tax relief provisions
through 2010, and I will vote to support its passage. But I cannot cast
this vote without also expressing my grave concerns over the very
serious financial situation facing our country. We have got to start
making some tough choices around here.
The cost of the measure before us today is estimated to be $146
billion and it is not offset. Again, I support extending this tax
relief to American families, but we have got to wake up and take a long
hard look at how we are going to pay for all of this. As the saying
goes, the future is now. We face a $422 billion deficit, yet we
continue to approve legislation containing billions and billions of
dollars in unrequested and unauthorized pork barrel projects. In fact,
according to the Congressional Research Service, the number of
congressional earmarks found in the 13 annual appropriations bills only
continue to grow. In 1994, the year the Republicans gained control of
Congress, there were 4,126 earmarks. In 2004, there were 14,040! How
can we defend that track record to the taxpayer?
It is unfortunate, although not surprising, that this conference
report includes a number of special interest tax provisions. We would
be doing a far better service to the American taxpayers if we were
simply acting on the three family tax provisions I mentioned earlier.
Let me briefly discuss just one of these ad-ons. Nestled within this
conference report is a provision to continue one of the most ironic and
bizarre U.S. policies to be considered, not to mention enacted. Under
the false guise of exploring environmentally-friendly alternative
energy sources, this conference report extends a subsidy offered to
facilities that burn animal droppings--or as it is coined in this
report, ``poultry litter.'' We have all heard of ``litter bugs'' and
now we have ``litter chickens.'' I raised similar objections to a
related provision when it was included in the FSC/ETC bill debated
earlier this year.
I don't want to go into the poultry manure and by-product of
droppings, but the fact is that no less green an organization than
``Friends of the Earth'' opposes burning these droppings as an energy
source because the process, and I quote, ``cause[s] serious
environmental and community health problems.'' Moreover, EPA studies
have suggested that these facilities have the potential to cause more
air pollution than a coal plant. On top of all this, these facilities
drive up prices on natural fertilizers used on American farms, actually
detracting from an environmentally-friendly farming process that
requires no government subsidy.
Why on earth are we wasting valuable money on such a subsidy,
especially when such dire financial and energy needs are facing this
country today? We have limited resources to devote to serious renewable
energy sources such as solar, wind, geothermal, and sound biomass
renewables. Subsidizing the burning of animal droppings does a
disservice to worthy renewable energy programs.
Again, we must not continue to view spending in a vacuum or as
piecemeal. The effects of our spending are cumulative, and the day is
fast approaching when we will be forced to reap what we have sown.
Earlier this year, we passed a so-called jobs bill estimated to cost
$180 billion, chock full of billions of dollars in tax breaks for
wealthy oil and gas companies and other special interests.
On top of all this, last year we expanded Medicare, an already ailing
entitlement program, by adding a costly prescription drug benefit. At
the time, I spoke at length about my concerns that such an expansion
would be detrimental to the future solvency of our Nation and leave
future generations with a reckless and unjust financial burden.
Sure enough, that law's price tag grew from an estimated $400 billion
when it was passed by Congress to $534 billion just 3 months later. Not
surprisingly, this past Sunday, the Washington Post reported that the
program is estimated to cost an additional $42 billion, bringing it to
a total of $576 billion. I wonder what the next estimate will bring.
The prescription drug benefit represented the single largest
expansion of Medicare since its creation, offering enormous profits and
protections for a few of the country's most powerful interest groups:
the pharmaceutical companies. That is who made out on this bill, Mr.
President, not our seniors who do not understand it and do not get it.
But the pharmaceutical companies did just fine.
When will we begin to make wiser and more fiscally responsible policy
decisions? What is the result of all this? Everything has consequences.
In March, it was reported that Medicare will face insolvency by 2019--
by 2019. Because of the swelling cost of the program associated with
the prescription drug benefit, Medicare will become insolvent 7 years
sooner than previous estimates. An August 17 editorial in the
Washington Post stated that ``in 2004, the combined cost of Medicare
and the Federal portion of Medicaid comes to 3.8 percent of GDP; by
2040, it will be 10.1 percent . . . the projected increase in health
spending is nearly three times bigger than the projected increase in
Social Security costs.'' What
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will it take to give Congress the wakeup call it needs? Again, we have
to start addressing the serious fiscal realities of our future. We have
to make some tough decisions.
Let's not forget we are at war. To date, we spent over $100 billion
for our operations in Iraq alone. That cost will escalate. I know--I
don't guess--I know we are going to be in Iraq for a long time, and it
is going to be very expensive. I will continue to support whatever is
necessary to ensure that our brave men and women defending freedom
around the world have everything they need to succeed and to come home
safely. It appears that our commitments in Iraq and Afghanistan will
last well into the future.
While doing these things, we need to be thinking about the future of
America and the future generations that are going to be paying the tab
for our outrageous, continued spending. It is not fiscally responsible
for us to continue to spend and spend and spend without cutting
spending elsewhere. We have had ample opportunities to tighten our
belts in this town in recent years, and we have taken a pass each and
every time.
According to the GAO, the unfunded Federal financial burden, such as
public debt, future Social Security, Medicare, and Medicaid payments,
totals more than $40 trillion, or $140,000 per man, woman, and child.
To put this in perspective, the average mortgage, which is often a
family's largest liability, is only $124,000.
In a joint statement, the Committee for Economic Development, the
Concord Coalition, and the Center on Budget and Policy Priorities
stated:
Without a change in current (fiscal) policies, the Federal
Government can expect to run a cumulative deficit of $5
trillion over the next 10 years.
These figures are shameful and frightening. We are supposed to be
helping out middle-income and low-income people with this tax cut
today. Who suffers the most when interest rates go up and inflation
goes up? People on fixed income and middle-income Americans.
We are mortgaging our children's and our grandchildren's futures. Did
anybody have an idea that maybe we could cut some spending somewhere to
maybe make up for a little bit of this generous tax cut? I never saw it
proposed.
The Congressional Budget Office has issued warnings about the dangers
that lie ahead if we continue to spend in this manner. In a report
issued at the beginning of the year, CBO stated that because of rising
health care costs and an aging population, ``spending on entitlement
programs--especially Medicare, Medicaid, and Social Security--will
claim a sharply increasing share of the Nation's economic output over
the coming decades.''
The report went on to say:
Unless taxation reaches levels that are unprecedented in
the United States, current spending policies will probably be
financially unsustainable over the next 50 years. An ever-
growing burden of Federal debt held by the public would have
a corrosive effect on the economy.
Additionally, CBO has projected a 10-year deficit of $4.4 trillion.
Who are we hurting here by this continued spending that is going on?
We are hurting our kids and our grandkids. I will probably be OK. We
have a very generous retirement plan for Members of Congress, probably
the most generous in the world. I would like to know what we are
expecting to do for our kids and grandkids every time we add several
billions of dollars.
One additional point, Mr. President. We added $2.9 billion for
drought conditions to a hurricane disaster bill. I see the Senator from
South Dakota on the floor. I supported it. Did we try to offset it with
any cut in spending anywhere? Maybe the chicken litter program, maybe
the $2 million we are spending this year to study the DNA of bears in
Montana? No, we do not do any of that.
Our earmarks have gone up to 14,000 earmarks in the last 10 years,
from 4,000. We are doing bad things, and we better stop doing it.
I yield the floor.
The PRESIDING OFFICER. Who yields time? The Democratic leader.
Mr. DASCHLE. Mr. President, I commend the Senator from Arizona for
his strong and powerful statement with regard to fiscal responsibility.
We need to find offsets. Many of us have shared the sentiment expressed
by the Senator from Arizona on several occasions, and he is absolutely
right. I am very concerned, as he has expressed, about the
repercussions this is going to have not for this year but for years in
the future.
We hear a lot about taxes. I think we ought to be concerned about
what I call the birth tax. The birth tax is the tax every child pays or
at least is responsible for when he or she is born. It is now $26,000.
Every child in America has a birth tax of $26,000. That is his or
her share of the Federal debt. And unless we address it, it is going to
get worse. We ought to be embarrassed by the irresponsibility of doing
things that are not properly offset and paid for.
This bill presents a dilemma for many of us because we have expressed
great need for this Congress and this Senate in particular to address
tax cuts with offsets. We have proposed, as the Senator from Arizona
has noted, on several occasions ways to have done that. This bill could
have been offset as well. It is not, and that is regrettable, but it is
also a bill which recognizes that it is imperative that we continue to
find ways with which to deal with the pressures, economically and
financially, the middle-class families are feeling today.
Over the course of the last 4 years, the income for a typical
American family has actually been reduced by $1,500 in purchasing
power, and yet the prices families today experience have gone up
dramatically. Health costs have now exceeded 50 percent in those 4
years. Tuition costs have exceeded 28 percent. Gasoline prices have
gone up 21 percent. Grocery prices overall have gone up 18 percent.
So while middle income has declined, the prices those middle-income
families are feeling has gone up. And that is why this middle-class
squeeze becomes more and more of a concern to families. Household
incomes are down and expenses families face go up.
People I talk to in South Dakota are determined to try to find a way
to make a better tomorrow for themselves and their families. As they
continue to be frustrated by their inability to make ends meet, it is
matters such as this that can make a difference.
That is why we are on the verge of doing right by these families by
providing for tax relief that for a typical family could mean $700 in
savings. Yes, I wish it were offset. Yes, we should have done the
responsible thing and found ways with which to ensure these cuts are
paid for.
We have been trying to find ways to provide that middle-class relief
now for years. Many of us were hoping we could have done it earlier
this year, but because the administration balked at finding ways to
resolve the differences that existed months ago, we find ourselves
today in a situation where we finally can address what has been an
unsatisfactory solution to the offsets but a widespread recognition
that we have to address these tax cuts in a meaningful way before the
end of this Congress.
So this bill first provides, as others have said, the child tax
credit, which is designed to make it easier for families to make ends
meet, to pay those bills, to recognize their income has declined. The
tax credit was scheduled to fall to a maximum of $700. With this
legislation, 70,000 families in South Dakota will benefit from this
$1,000-per-child tax credit.
I am particularly proud that this group includes 15,000 South Dakota
families, including many military families we had fought to include in
the initial tax cut in 2001 who had received no tax credit under the
initial plan that was produced as we considered this legislation now a
couple of years ago.
We also ensure that getting married does not mean paying higher
taxes. The marriage penalty relief is a matter of fairness for about
90,000 married couples in South Dakota, and we extend, of course, the
10-percent tax bracket that would have expired had this legislation not
been agreed to. That ensures that 245,000 South Dakotans continue to
benefit from the full 10-percent bracket.
For a typical South Dakota family of four making $30,000, this
legislation delivers a tax cut of more than $725. That is real money.
It can make a real difference in the lives of families I have
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talked to, and it is exactly the kind of tax cut we ought to be
supporting more regularly, not those at the very top who with billions
of dollars do not need the tax relief, but families who need the help,
who cannot make ends meet, who are having trouble paying their bills.
They will welcome this relief. I am very pleased that, at long last, we
can provide it.
There are other components of the bill that are also good for America
and good for places like South Dakota. It extends the tax credit to
encourage investments in wind energy. South Dakota has the potential to
become a national leader in the production of wind-generated
facilities. In fact, in both North and South Dakota alone, they could
supply over two-thirds of the entire electricity needed for our Nation
if we fully develop capacity to generate power from this renewable
resource.
The conference report provides energy companies with a 1.8-cent tax
credit for every kilowatt hour of electricity produced by wind energy.
The extension of the producers tax credit which expired at the end of
2003 will guarantee investment in this industry and will hopefully lead
not just to greater energy independence but jobs and economic growth as
well.
The bill also includes two important provisions affecting Native
Americans. The Indian employment tax credit encourages businesses to
hire Native Americans by providing a tax credit to those providing
employment, and the accelerated appreciation for business property on
Indian reservations provides for faster tax writeoffs on certain
business property on reservations. This encourages much needed
investment.
For obvious reasons, this bill is far from where it ought to be. We
had bipartisan support for a proposal sponsored by Senator McCain to
crack down on corporate tax cheaters as a way to help offset the cost
of this legislation. Unfortunately, some in the Republican leadership
opposed outlawing those tax shelters. I wish we had been able to make
this bill a win/win by providing tax relief for middle-class families
while cracking down on corporate tax cheaters. Had we done that, we
would have significantly reduced the cost of this bill to the deficit.
But I do not believe it would be fair to penalize middle-class families
simply because someone blocked this provision to prevent corporations
from cheating on their taxes.
We have not given up on this effort to close those loopholes, nor
have we given up on the effort to correct an error in the Tax Code that
actually penalizes soldiers in combat by making it harder for them to
receive the earned-income tax credit. Senator Pryor has long advanced
this idea. Senators Lincoln and Baucus proposed this change in the
conference committee and were rebuffed. For the life of me, I cannot
understand why anyone would want to penalize our soldiers. If there is
one group in America we should be doing all we can do to help, it is
our soldiers fighting in combat.
In the final analysis, this is the kind of tax cut that will help
America, that rewards work and not wealth, that strengthens the middle
class and provides America with so much of its strength. In spite of
its flaws, it deserves our support, and I am hopeful that we will pass
it this evening.
I yield the floor.
The PRESIDING OFFICER. The Senator from Oklahoma.
Mr. NICKLES. Mr. President, I am going to assume the Senator from
Iowa is going to yield me 10 minutes.
Mr. GRASSLEY. Ten minutes, yes.
Mr. NICKLES. I want to compliment my colleague, Senator Grassley from
Iowa, and also Senator Baucus from Montana. I want to thank them for
their leadership. I also want to thank every Senator who voted for the
2001 tax cut and for the 2003 tax cut.
I especially want to thank and acknowledge the work of my colleague
and friend who is retiring from the Senate, Senator Zell Miller,
because if he had not been courageous, particularly in 2003 when he
cosponsored the bill we are extending today, we would not be here and
families would not have had the tax relief.
I also want to compliment President Bush because he pushed for it and
he got it. He pushed for it in 2001. We got part of it in 2001 but not
much of it. We basically completed it in 2003, and American families
got real tax relief. Now we are extending it.
I heard one of my colleagues just say: Well, this is worth $600 for
an average American family. Let me just give the facts. For a family
who has taxable income of $58,000, this is real relief. If they have
$58,000 and most of it is taxable income--most of us consider that
middle income--and I have heard a lot of rhetoric: Well, those Bush tax
cuts are only for the wealthy, they only benefited the fat cats. Let me
just give the facts. I love facts.
If they have taxable income of $58,000, if they have two kids, the
bill we are going to pass tonight will save them $600 because the
$1,000 tax credit which we passed in 2001, accelerated in 2003, would
revert back to $700, a difference of $300 per child. So that is $300
per child they will save. The $1,000 tax credit per child happened
because we passed the tax bill in 2001 and in 2003. The marriage
penalty relief for the couple who has taxable income of $58,000 will
save $911. Why is that? Because we basically take the 15-percent
bracket for individuals and we double that amount for couples. That
means a couple who makes $58,000 will still be paying 15 percent. Above
that amount, their taxable income, they pay 25 percent. If we do not
pass this bill today, that amount they pay the higher bracket on is
much lower. It is actually anything above $49,000. The delta of that is
$9,000, a difference of 10 percent. So that is over $900 in marriage
penalty relief for middle-income families.
The 10-percent expansion expires, and we continue that. That is $100.
If that is added together for the family of four, middle-income
America, making $58,000 of taxable income, this bill will save them
$1,611, to be exact. That is a big savings. That is a 26-percent tax
increase if we do not pass this bill. We will save them $1,600 by
passing this bill.
Basically, by passing this bill we are confirming that the bill we
passed last year worked and middle-income Americans do quite well by
it. I hope a lot of our colleagues who voted against the bill in 2001
or against the bill in 2003 will vote for the bill tonight because this
confirms we are helping middle-income Americans. We are helping them a
lot, not a couple of hundred dollars. I have heard some people say what
we did for middle income was nothing, it was peanuts. This is not
peanuts.
This is $1,600 for a lot of families all across America. So I
compliment President Bush, especially because I think that without his
leadership, it would not have happened.
I thank those colleagues of ours, Democrats and Republicans, who
passed this bill in 2001. And particularly I want to thank Zell Miller
because he was helpful in 2003 in passing this bill we are extending
tonight. We passed that bill, if my colleagues will remember, with the
Vice President breaking the tie. It was a very contentious, very
difficult challenge. The President asked me to sponsor the bill and I
was happy to do so. We did some other good things in that bill, such as
reducing the tax on capital gains to 15 percent, reducing the tax on
distributions from corporations to 15 percent because we taxed
distributions from corporations higher than any other country in the
world. We tied Japan with the highest ranking. We partially eliminated
double taxation and made it much more reasonable and responsible, so
that was positive.
Incidentally, I might say when we introduced that bill in early 2003,
the Dow Jones was 7700. Today the Dow Jones is over 10,000. The NASDAQ
is up over 40 percent from when we started pushing this tax bill last
year, so the tax bill has worked. There have been 1\1/2\ million new
jobs created since we passed that bill. So we have had some positive,
good signs.
This is a positive, good bill. Some people have complained and said
we didn't do enough. Oh, we shortchanged the military combat personnel.
That is not correct. Some people want to greatly expand earned-income
tax credits or expand refundability so the Government will write more
checks. The earned-income tax program is a program that is one of the
most error-prone programs in the Federal Government. It is over a $30
billion program where we are writing checks--not a tax credit, we are
writing checks in almost all cases--and there is a 30-percent error
rate. Some people wanted to expand that and make more people
[[Page S9569]]
eligible for more money, more refundability. That is, not only are we
going to take care and make sure you get a credit so you pay less
taxes, but we are going to write you a check for taxes you didn't pay.
I don't agree with that. I oppose that. I don't think we should use
the Tax Code for a welfare program. We have now a situation with the
EIC where a person can get the Federal Government writing them a check
for 40 percent of the money they are earning. To expand upon that and
build that even more I think is irresponsible, when you have an error
rate in the program of 30 percent. So that is the reason why there are
some objections. I just mention that. The complicated--anyway, I don't
need to go too much further.
I am pleased we are here tonight. I am pleased we are passing this
package. I think this confirms that what we did in 2001 and 2003 has
worked. We have helped American families.
One final comment. I have heard many comments that I wish we would
pay for this program. I have heard several people say that. We are
continuing the tax relief we gave last year. If we don't do that, there
is going to be a tax increase. How many times do you hear the same
colleagues say, when we want to continue to spend, Oh, wait a minute,
we want to pay for that? Pay for the same amount of spending? For new
spending? Never. As a matter of fact, we stopped $1.7 trillion in new
spending. Most of the people saying we have to pay for these tax cuts
never want to pay for that new spending. They voted against amendments
to stop that new spending, or they voted against budget points of order
that did stop new spending.
I find it kind of interesting they only want to pay for anything that
is called tax cuts, but they never want to pay for spending increases.
It is a little ironic, a little interesting. I happen to have the facts
and the votes and I am happy to share that. I have votes on every
Member, every vote people have cast on spending provisions over the
last several years.
The budget actually has worked. The budget we passed enabled us to
have the tax cuts that enabled American families to keep more of their
own money.
I might say we do have good news on the budget. The deficit figures
are coming down by over $100 billion, just by the last estimate. So we
have made good progress. The economy is starting to work. I heard some
people say incomes are down. Frankly, incomes are up. Jobs are up.
Receipts are up. CBO has been underestimating revenues.
Before, they were making mistakes where they were overestimating for
a couple of years. Now they have been underestimating because the
economy is growing faster. Corporate receipts are exceeding
expectations. So the changes we made by reducing capital gains and
dividend taxes are helping the economy grow.
These family-friendly tax cuts are helping American families. We are
giving tax relief to taxpayers and that is what we should be doing in
this bill. We are also giving continued assistance for people who do
not pay taxes. We still have a very extensive refundability portion in
this bill as well.
I urge our colleagues to vote for this bill. It is good news for
taxpayers. It means for the American family which has taxable income of
$58,000, they are going to save $1,600 on their tax bill for next year.
That is positive, good news for American families and American
taxpayers.
The PRESIDING OFFICER. The Senator from Montana.
Mr. BAUCUS. Mr. President, I would like to yield to the Senator from
Arkansas, Mr. Pryor. He is a real leader in protecting our Armed
Services personnel. In fact, it was he who asked for a GAO report a
year or two ago that would highlight and identify the problem which has
led to some constructive provisions in this bill. It is a great honor
to yield 5 minutes to the Senator from Arkansas.
Mr. PRYOR. Mr. President, I thank my colleague for those very kind
words. Also, I would like to thank Senator Grassley. He knows I am a
fan of his. We appreciate the good working relationship we have.
It is time that we care for those who take care of us. What I am
talking about here is, in the conference yesterday there was a
provision that was separated out that deals with our men and women not
just in uniform but in combat. They are not receiving, in my view, fair
treatment under this tax proposal.
Let me say, I am for this middle-class tax bill. I think it is a good
piece of legislation. I commend the Finance Committee. They worked very
hard on this. I appreciate all of their leadership. But when it comes
time for the earned-income tax credit, I need to talk about that for a
second because last year, in fact it was last March, I was in the Armed
Services Committee and we were talking about the various benefit
packages our men and women in uniform receive and it dawned on me that
I am not sure anyone in our Government is connecting all the dots. So I
approached Senator Grassley and Senator Baucus and asked them to ask
the GAO to do a review of military tax issues.
Sure enough, the GAO found a glitch, an oversight, an unintended
consequence, as they call it, in the Tax Code, where if soldiers are
trying to claim an earned-income tax credit and are also receiving
combat pay, they actually get penalized under the Tax Code.
I know Congress never intended this, but it is the way it is. There
are about 10,000 of our men and women in uniform today who are actually
losing money on their taxes because of this unintended consequence. The
amount of tax dollars they are losing is anywhere from $335 per
taxpayer to $4,534 per taxpayer.
As I said, this affects around 10,000 of our soldiers. We focus on
the ones in Iraq, and certainly our prayers go out for those brave men
and women, those heroes, but this also impacts people in Afghanistan
and Bosnia and Herzegovina and other places around the globe. The way I
feel about it is that so far we have lost 1,039 soldiers in Iraq. In
fact, there have been more than 4,000 who have been so injured that
they will be unable to return to combat. They are in harm's way for us
every single day. They are putting their lives on the line, and I feel
strongly that while they are over there fighting for us, we in the
Congress need to be here fighting for them and for their families.
Also, when you look at this and you run the GAO numbers, this is
peanuts in the grand scheme of things. It is only about $30 million--
that is million with an ``m.'' We don't talk about millions very much
when we talk about the Tax Code. We usually talk about billions. This
is not very much money to the Federal Government, but this is real
money to these people.
I believe strongly that they are in harm's way every single day, and
the last thing they need to worry about is getting gypped on their
taxes and having an unintended consequence like this.
Now that Congress is aware of this through the GAO report, I think we
need to address it. I am very disappointed that in the conference
yesterday they only extended it by 2 years instead of 5 years. I think
this should receive the exact same treatment everything else does and
be extended to 5 years.
Regardless of that, I still believe that is a good piece of
legislation. I thank my colleague from Arkansas, Senator Lincoln. She
has been a great leader on the Finance Committee. She has done so many
great things. Certainly, Senator Baucus and all of the members, Senator
Grassley and all these members of the Finance Committee have done great
work.
I yield the floor.
Mr. NICKLES. Mr. President, will the Senator from Iowa yield 1
minute?
Mr. GRASSLEY. I yield 1 minute to the Senator from Oklahoma.
Mr. NICKLES. Mr. President, I have heard some statements where people
are insinuating that American combat personnel are getting gypped by
this bill. That is false. We are giving them a benefit they didn't have
before. We are saying they can use combat pay in computing their
earned-income tax credit, or not. If it is to their advantage to use
it, they can. If it is to their advantage not to use it, they can pass.
This is a new provision. This is something they didn't have in the
past. They have it now for 2 years.
The Treasury advised against this because it is very complicated,
very confusing, hard to monitor. I have already
[[Page S9570]]
complained on the floor tonight about how complicated the EIT program
is. It already has a 30-percent error rate, and that is without this
confusion. This was done previously. The Clinton administration said
not to do it. We repealed it at their request. We are putting it back
for 2 years. We are trying to see if we can make it work and be
factually accurate in computing taxes. This is a new benefit for combat
pay which, incidentally, is not taxed. It is a good deal for American
soldiers. It is not a bad deal.
I resent the statement implying that they are coming up short. This
is a good new benefit for them, and we will see if it works.
I thank my colleague from Iowa.
Mr. BUNNING. Mr. President, I rise today to support the American
family and extend important tax relief provisions. This is one of the
most important bills we will consider this year on the floor of the
Senate. If we do not pass this bill, the Americans that need tax relief
the most will instead face a huge tax increase next year.
I have consistently supported continuing the child tax credit,
eliminating the marriage penalty, expanding the 10-percent tax bracket
for the benefit of low- and middle-income taxpayers, and continuing
alternative minimum tax relief. I introduced a bill with Senator Miller
5 months ago, The Working Family Tax Relief Act of 2004, which made
permanent most of these important provisions. I am pleased that my
colleagues on the conference committee were able to find a vehicle to
bring an extension of the important provisions found in the Bunning-
Miller tax bill before the entire Congress today.
Tax relief has played a central role in fostering economic growth
throughout our economy. The President's tax cuts and our votes here in
the Senate helped to revive an economy that was stalling in 2000 and
shocked by the tragedies of September 11, 2001. The Senate adopted a
tax strategy in 2001 to help America's working families and our
economy. In 2003, we voted to accelerate the effective date of some of
this family tax relief in order to give these families help as quickly
as possible. And as a result, every American family who paid any income
taxes during 2003 saw a reduction in their taxes, including well over
one million Kentuckians. These Kentuckians will enjoy those lower taxes
for this year as well. However, if we fail to act this year, America's
working families will face a tax increase next year. We cannot allow
that to happen. We cannot take back these tax cuts and threaten the
financial security of American families just as they are recovering
from the turbulence of the last few years.
Let me explain what is at stake here: If we do nothing, the child tax
credit will be cut by 30 percent in 2005. Rather than let the credit
revert to the old $700 level, this legislation will extend the credit
at $1,000 for the next 5 years. There are over 350,000 taxpayers in
Kentucky who count on the $1,000 child tax credit to help them provide
for their families and I mean to do all I can to make sure they
continue to receive it.
The lowest-income Americans have benefited dramatically from the new
10 percent tax bracket. The conference report before us today will
extend this bracket through 2010. Today, thanks to this new bracket,
working Americans are keeping more of their hard-earned paychecks. If
we fail to pass this Conference Report, taxpayers with as little as
$7,000 in taxable income could face a tax increase next year. I will
not go home to the 1.2 million taxpayers in my state who benefit from
the lowered 10 percent bracket without doing all I can do to help them
avoid this tax increase.
The accelerated marriage penalty relief will also lapse unless the
Senate acts. I have worked for a long, long time to get rid of these
stupid provisions of the tax law which discourage marriage. I was
thrilled when we were finally able to fix this problem and it is vital
to the future of almost one-half million Kentucky families that we do
not allow this important legislation to backslide.
There are many other important provisions in this bill. The bill
contains fixes to make sure that military families with loved ones
working abroad to protect us here at home are eligible to receive the
child tax credit. It also continues a provision to assist America's
teachers when they pay for classroom supplies out of their own pockets.
This is vital legislation. Without it, we are telling the working
families of America that we are no longer behind them and that we no
longer want to stimulate economic expansion. The economy and job
creation are both on an upswing, but we cannot become complacent. The
people who benefit from these vital tax provisions are the backbone of
our country and our economy. We cannot withdraw the support we promised
working families in 2001 and again in 2003. I urge my colleagues to
support this important legislation.
Mr. WARNER. Mr. President, today, as part of the Working Families Tax
Relief Act, the Senate will pass legislation that I authored to extend
for another 2 years an important tax relief provision aimed at
America's teachers. The teacher tax relief benefit in this legislation
will provide almost a half a billion dollars worth of tax relief
targeted directly at our Nation's teachers.
Why do teachers need this kind of specific tax relief? It is
estimated that the average teacher, who is already underpaid, is
spending $521 out of their own pocket each year on classroom
materials--materials such as pens, pencils and books. First-year
teachers, who typically earn less than the average teacher, spend even
more, averaging $701 a year on classroom expenses.
Why do they do this? Simply because school budgets are not adequate
to meet the costs of education. Our teachers are picking up the slack.
The Teacher Tax Relief Act is a small, yet important sign of
recognition by the Federal Government of the many sacrifices that our
teachers make. Originally signed into law in 2002 by President Bush,
this legislation, which was authored by Senator Collins and myself,
allowed teachers to take up to a $250 above the line Federal deduction
for classroom expenses. The deduction is available when teachers reach
into their own pockets and take money out to buy simple things like
pencils, erasers and books to help their students succeed in their
education.
As passed in 2002, the Teacher Tax Relief Act was a 2-year tax relief
provision. Accordingly, without the extension provided in the Working
Families Tax Relief Act, teachers would soon have faced a higher tax
bill. With passage of today's legislation, teachers are guaranteed that
they will be able to utilize this important tax benefit for at least
the next 2 years. I remain committed to working to expand the Teacher
Tax Relief Act and to make this important legislation a permanent part
of our Tax Code.
Mrs. FEINSTEIN. Mr. President, I rise today to offer my support for
tax cuts for the American middle class.
This bill will do the following: extend the $1,000 per child tax
credit through 2010; eliminate the marriage penalty through 2010;
extend the expanded 10 percent income tax bracket through 2010; provide
one additional year of protection against the alternative minimum tax;
and extend through 2005 business tax credits that recently expired or
will soon expire.
Although I am disappointed that we could not provide tax incentives
to additional energy related industries, such as open-loop biomass,
many of these expiring business tax credits will benefit California
companies; such as the research and development tax credit and the tax
credit for electricity produced from wind energy.
But, the primary reason I support this bill is that it provides tax
relief to the average American. These are the people who need the most
relief. They are the ones most likely to spend their tax savings. And
it is these expenditures that will assist in getting this economy off
the ground.
I am supporting this conference report with a mixture of relief--that
we recognize that the middle class deserves continued tax relief--and
with concern as well, since we are in effect borrowing the money from
our children and grandchildren to provide the tax breaks.
For the past 3 years this Government has gone on a fiscal spending
spree of unprecedented proportions--cutting taxes and increasing
spending at such a rate that we now see the largest deficits in this
Nation's history.
This year alone we are expecting a budget deficit of more than $420
billion
[[Page S9571]]
and a cumulative deficit of more than $2.3 trillion over the next ten
years.
In contrast, President Clinton left office with a $236 billion
surplus and a projected cumulative surplus of $5.7 trillion from 2001-
2010. This year's deficit represents a $658 billion turnaround from
2000.
Last year, I introduced a bill that would rollback the President's
2001 tax cut for those who earn more than $311,000. By rolling back the
top income tax rate from 35 percent to 38.6 percent on income, capital
gains and dividends, we would generate $107 billion over the next 5
years according to the Joint Committee on Taxation. And if we had
adopted my proposal as an amendment to this legislation we would pay
for more than 73 percent of this tax break.
It is particularly distressing to me that this proposal, and others
like it, have been defeated every time they have been offered.
This Congress and President must restore fiscal sanity to our budget
and that includes the need for every citizen to share the burden.
Recent reports from the Congressional Budget Office, the Brookings
Institute, and the Center on Budget and Policy Priorities have all
described the bleak long-term budget outlook--one that this Congress
cannot solve without taking decisive action to reduce our long term
deficits.
In a recent study from the Congressional Budget Office, the agency
warns that the burden of the Federal debt will have a corrosive effect
on the economy. The debt will slow the economy and is unlikely to bring
the Nation's long-term fiscal position into balance.
While I support this tax cut bill because it provides similar tax
relief to the middle class that the President gave to the wealthiest
American families in 2003, we need to take a very hard look at whether
we can afford any additional tax cuts that are not supported by
offsets.
As we all know, for every dollar we borrow, we incur interest and
last year we paid a lot of interest. In fiscal year 2003 we spent more
than $318 billion in interest on the National debt. Every dollar spent
to pay for interest is a dollar not spent to pay for education,
defense, infrastructure improvements, job development, or homeland
security.
Additionally, the President's 2004 deficit will place us even further
away from the important goal of addressing the looming crises in both
Social Security and Medicare. And when the baby boomers begin to retire
in 2010, we will be facing even more difficult fiscal times.
In 2003, we spent $1.2 trillion on Medicare, Social Security, and
other entitlement programs. By 2009, we will be spending $1.6 trillion,
57 percent of the budget. And in 2014, we will be spending $2.1
trillion or 59 percent.
We have all heard Federal Reserve Chairman Alan Greenspan call on
Congress to restrain the growth of the Federal budget deficit by
adopting budget controls that would apply to new taxes as well as new
spending. Mr. Greenspan has told the Senate Budget Committee that
imposing such controls is ``an essential element to restoring fiscal
sanity.''
Let us remember, that in 1998, following nearly 30 years of deficits
and a 17-fold increase in Federal debt from $365.8 billion to $6.4
trillion, bipartisan cooperation brought the budget back into balance
once again. For the first time in more than a generation, some of the
funds which would have gone to pay interest on the debt were instead
spent actually paying down the debt.
Now, deficits and interest costs are growing once again.
Finally, while I am supporting the tax cut legislation now before us
because it recognizes the importance of helping the middle class, I
believe it is critical that Congress restore fiscal discipline by
paying for future spending increases and tax cuts.
Mr. HARKIN. Mr. President, the tax conference report before us is a
purposeful mix of good and bad. On one side we have the content of the
bill that is broadly supported on both sides of the aisle. There are
few who disagree with the considerable majority of the conference
report's provisions. Increasing the child credit, reducing marriage
penalty provisions and the extension of the child credit do help the
middle class and those of modest means.
I do think it was unfortunate that the measure did not adjust the
child credit so more modest income working families could benefit more
fully from the provision.
We do need to fix the alternative minimum tax. This bill kicks the
ball down the street for another year. The 2001 tax bill effectively
doubled the number of taxpayers impacted by the tax once a short term
band-aid expired. So, here we have another 1-year band-aid. This is a
growing problem with growing cost estimates to fix it.
The measure extends the R&D credit, the work opportunity tax credit,
the wind and biomass credit, all of which I support. Clearly, these
credits should be extended for longer periods of time. With this bill,
they are only effective for another 14 months, until the end of next
year. That is hardly good tax policy. Year after year, the Congress
extends these provisions for a short time, not providing a longer term,
which would allow business to plan.
However, the biggest problem with this conference report is that it
is not paid for: $146 billion in additional spending with no offsetting
of that cost.
This bill comes to the Senate in an abusive fashion. The majority
decided to use a very narrow measure in conference and hijacked it to
avoid the Senate floor on this far larger package of tax provisions.
The majority knew that the provisions were very popular and would pass.
But they also knew that there might be a majority in the Senate that
would like to see the provisions paid for.
By not paying for them, by using this conference mechanism, we add to
the government's skyrocketing debt. This year we have a record $422
billion deficit.
The one word that describes the Bush tax policy of never wanting to
offset the cost of tax cuts is reckless. When President Bush came into
office we were on track to completely eliminate the publicly held debt
by 2009. Now, by 2009, we expect--and I am using OMB's own figures--to
pay the equivalent of about $1,000 in interest on the debt for every
man, women and child in America. It is weakening America. It is making
us less able to meet the needs of our growing elderly population and
our children.
Under a new CBO document released today, we see projections of
deficits of more than $300 billion every year if we follow President
Bush's policies, and we see deficits above the current levels a decade
from now. Going into the future, with the retirement of the baby
boomers, things only get worse.
What we are seeing is a growing debt tax. The interest on those bonds
must always be paid, paid by our children and grandchildren.
One solution, I think we must consider is hard and fast paygo rules
that were in effect through the 1990s that helped us to reduce the
deficits. That is, simply, that if we lower taxes we need to pay for it
by raising other taxes or cut spending. If we increase mandatory
spending, we must cut other spending or raise taxes.
If we do not have serious, enforceable paygo rules, given the abuse
of the conference process we have just seen, we should not allow future
Finance Committee measures to go to conference. The only exception
should be where clear public agreements are reached that a conference
report will be fully paid for.
Mr. ROCKEFELLER. Mr. President, today the Senate is taking important
action to protect working Americans from a tax increase at the end of
the year. I am pleased to join my colleagues in voting for this bill
and supporting middle class families. Of all the tax cuts enacted in
recent years, these are the tax cuts that are most valuable and
important for working families in West Virginia. These tax cuts should
never have been set to expire at the end of the year, and I am relieved
that we are putting to rest any worries about taxes increasing next
year.
The Working Families Tax Relief Act extends three critical tax cuts
that Congress enacted last year. First, it will keep the child tax
credit at $1,000. Second, this bill maintains the expanded 10 percent
tax bracket, covering just over $7,000 in income for individuals or
$14,000 for married couples. And third, it will provide marriage
penalty relief. These provisions provide a benefit to virtually every
American who
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pays income tax, and I have always believed that they ought to be the
cornerstone of our tax relief efforts. I objected last year when
Congress passed tax relief that provided middle class tax cuts for only
2 years while providing $150 billion worth of tax cuts for dividends
and capital gains over four years. I opposed last year's bill, because
tax relief for families was shortchanged to provide more benefits to
wealthy investors. The legislation I am supporting today is an
important step toward fixing the bad bill passed last year.
The legislation we will pass today also includes a critical increase
in the child tax credit for low-income families. I have fought for a
long time to increase the amount of the credit that could be refunded
to families earning between about $10,000 and $25,000. These families
are struggling to provide clothes, school supplies, and other
necessities for their children. Today, Congress is recognizing how hard
they work and increasing the value of the refundable child tax credit
for them by as much as 50 percent. More than 55,000 West Virginia
children will benefit from this improvement.
I would also like to send word to all of our forces fighting in
Afghanistan and Iraq that we appreciate the work they are doing and
today we are fixing the tax code to be sure that it does not punish
them for serving in a combat zone. Because combat pay is not subject to
regular federal income tax, some service personnel have found
themselves ineligible for the child tax credit or the earned income tax
credit, EITC. This was certainly never the intent of making combat pay
tax exempt. This legislation rectifies the situation, so that combat
pay will be counted as earned income for purposes of calculating both
the child credit and the EITC. I daresay that if any American anywhere
is earning their income, it is the soldiers, sailors, airmen, and
marines who are fighting in some of the most dangerous places on Earth.
Unfortunately, this legislation still has some serious shortcomings.
Perhaps the most appalling is that the provision to ensure that service
personnel are able to count combat pay toward the earned income credit
is set to expire after 2 years. As much as I would like to think that
Americans will not be fighting in combat zones two years from now, I am
not that naive, and the tax code should be fixed permanently. I am also
disappointed that the child tax credit income threshold was not
adjusted to protect some of our poorest working families. We know that
low wages are not keeping pace with inflation, and because the child
tax credit threshold increases with inflation more and more families
will lose their child credit every year. I will continue to fight for
those families.
I also believe that this legislation irresponsibly and unnecessarily
increases the federal deficit. Tax relief to working families should
not be passed down as a bill to our children. But much to my
disappointment the leaders on the other side of the aisle have rejected
efforts to offset the cost of this legislation, at least in part by
closing indefensible corporate tax loopholes. I will continue to fight
to eliminate abusive tax shelters, and I hope that all of my colleagues
will come to appreciate the need to do so.
Mr. President, this is certainly not a perfect bill. But I have been
in the Senate long enough to know how unlikely a perfect bill ever is.
The Working Families Tax Relief Act will protect West Virginians from
facing higher taxes next year, and I look forward to casting my vote in
favor of it.
Mr. FEINGOLD. Mr. President, I will support this conference report. I
regret that the important tax cut extensions included in this measure
have been used as a political device by the White House and
Congressional leadership. We could have had a more fiscally
responsible, fully offset package of middle class tax cuts, but the
White House and Congressional leadership have blocked that.
Instead, we are forced to choose between two bad options: failing to
extend these needed tax breaks, and adding still more to the mountain
of debt that has been piled up in the last 4 years.
Let me note that the reason we must extend these important tax cuts,
the reason they were not simply made a permanent part of tax law, was
because of the choice made in 2001 and 2003 to use the reconciliation
process to jam through a partisan tax agenda. Had leadership pursued
the usual procedure for tax bills, bringing legislation to the floor
subject to the normal amendment process, we would still have enacted
significant tax relief, but they would have been permanent.
But, the leadership chose to abuse the special reconciliation
process, which was intended not to shelter a tax cut from amendment but
to protect the difficult work of enacting deficit reduction packages.
Reconciliation was used in order to push through a tax agenda that was
skewed. And because they chose that process, they were forced to sunset
the tax cuts. So instead of a sensible, and sustainable tax policy, we
have this herky-jerky off-again on-again set of tax cuts. That's why we
have to come back and extend them. It is why we have this bizarre
estate tax policy which phases down the estate tax over several years,
then eliminates it completely for a year, and then fully reinstates it
back to pre-2001 levels.
This is no way to craft tax policy, Mr. President. We should have
reinstated the PAYGO rule earlier this year, as a bipartisan majority
of this body went on record supporting. The PAYGO rule was instrumental
in helping to reduce and finally eliminate annual budget deficits
during the last decade. We need to bring it back.
Mr. President, Congress could have fully offset the cost of this
measure, but it was prevented from doing so for political reasons. I
hope the next Congress will stop this nonsense, find sufficient offsets
for this tax bill so that our children and grandchildren won't get
stuck with the tab, and then reinstate the PAYGO rule that helped us
reduce and finally eliminate annual budget deficits just a few years
ago.
Mr. KENNEDY. Mr. President, the legislation we are considering today
should not be necessary. It is necessary only because the Republican
leadership ignored the need of middle class families for meaningful tax
relief when they were enacting $330 billion in new tax breaks that
primarily benefit the wealthy last year. If you want to know whose side
President Bush and Congressional Republicans are really on, you should
look at their record.
Just last year, the Republicans passed a major tax bill. In that
bill, they dramatically cut the tax rate on dividend and capital gains
income at a cost of $150 billion. They decided that the tax rate on a
worker's hard-earned paycheck should be nearly double the tax rate on a
wealthy person's investments. They considered tax breaks for wealthy
investors to be a much higher priority than middle class tax relief.
In that same legislation, they spent billions more making sure that
upper income taxpayers would benefit from lower rates every year
through 2010. And the rate to be paid by the richest 1 percent of
taxpayers was reduced the most, with little regard to the cost.
However, when it came to tax relief for middle class families--the
$1,000 child credit, marriage penalty relief, and expansion of the 10
percent tax bracket--the Republicans were far less generous. They voted
to terminate the middle class tax benefits contained in the bill at the
end of this year. Under the Republican plan passed last year, at the
end of 2004--just 3 months from now--the child tax credit will shrink,
the marriage penalty will return, and working families will pay higher
taxes on their wages. Their Cinderella tax relief for the middle class
will vanish at the stroke of midnight on New Year's Eve. What a farce!
The Republican claim of concern for the middle class is laughable.
Don't believe what they say. Look at what they do. When they had to
choose between real tax relief for hard working families--relief that
would not disappear overnight--and new tax boondoggles for their
wealthy friends, President Bush and his allies in Congress chose their
wealthy friends.
Only now, 6 weeks before the election, when voters have figured out
this Republican scam, do we see the President and the leaders of his
party scurrying to extend the middle class tax cuts beyond the end of
this year. Hard pressed working families deserve to be the first people
whose needs are addressed, not the last.
There is a fundamental difference between the way Democrats and
Republicans view tax fairness. Democrats believe in providing tax
relief from the
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bottom up, and Republicans dispense tax breaks from the top down. The
record of President Bush and Congressional Republicans shows their
indifference to the needs of struggling middle class families. For
them, middle class tax relief is nothing more than an election year
afterthought.
Even now, as Congress prepares to extend the $1,000 child credit
beyond this year, the Republicans are once more refusing to help those
families most in need of relief. Many families struggling to survive on
the income from a minimum wage job will not get the benefit of the
larger child credit. In fact, some may be denied any child credit at
all.
The earnings threshold for the child tax credit is indexed to
inflation. Each year, the amount of income a family needs to qualify
for the credit goes up. Unfortunately, we all know that the wages of
low income workers have not been going up, not keeping pace with the
cost of living. Even though minimum wage workers have not received an
increase for 7 years, the Republican leadership has repeatedly refused
to consider legislation giving them a raise. A full-time, year-round
minimum wage worker makes about $10,700 annually. By next year, that
will not be enough to qualify for the child tax credit.
What could be more unfair? Congress increases the child tax credit to
help working families, but denies the credit to those low-income
working families who need help the most.
It is truly outrageous! If Congress does not correct this injustice,
more than four million families with nine million children will see
their child credit shrink or disappear entirely next year. These are
families that are already struggling to survive. How would you survive
as a single parent trying to raise two kids on $10,700 a year?
Congress could easily correct this arbitrary cut-off. All we need to
do is maintain the threshold at $10,000 rather than automatically
increasing it every year. However, when Senator Lincoln offered an
amendment to make that simple fix, all but one of the Republican
conferees voted no--killing her amendment. And President Bush, by his
silence, is an accomplice to this outrage. Nine million children in
low-income families get left behind--again.
Once more, this Republican Congress has turned a deaf ear to those
most in need. First, they refuse to increase the minimum wage for
working families. Then, they cut overtime pay for millions of workers.
And now, they deny those families the benefit of the child tax credit
because their wages have not kept pace with the cost-of-living.
The American people are a fair and compassionate people. They will be
as outraged as I am when they learn of this injustice. They will have
an opportunity to voice their outrage in just 6 weeks.
Mr. LEVIN. Mr. President, I will vote for this conference report
because in this sluggish economy, average American families need all
the help they can get. Just a few weeks ago the Census Bureau released
new national figures showing that for the third year in a row poverty
has risen and incomes have fallen. In fact, the typical family has seen
its income fall by more than $1,500. Employer-sponsored health
insurance coverage has continued its decline and there are a whopping
45 million Americans who are uninsured. Extending these tax cuts that
are aimed at helping families by expanding the child tax credit and the
10 percent income tax bracket in addition to marriage penalty and AMT
relief is an important part of any economic plan.
I would have much preferred to vote for a conference report that paid
for the extension of these cuts. They could and should have been paid
for. Continuing to deepen our extraordinary deficit ditch will
ultimately hurt the very same lower and middle class families that this
legislation aims to help.
Earlier this year I supported, and the Senate passed, PAYGO, which
would have required that in addition to paying for all spending, we
would have to pay for all tax cuts as well. This concept is common
sense for most families, who work to live within their means by
balancing what goes out with what comes in. Unfortunately, PAYGO was
rejected by the House Republican leadership, so we do not have to
offset the cost of these or any tax cuts. Now that these cuts are going
to be extended through 2010, I hope there will be a renewed support for
PAYGO.
But PAYGO or not, there was no good reason for those who put together
this conference report not to offset these tax cuts. The estimated 10-
year cost of these extensions is $146 billion. There are a number of
possible offsets available. In May the Senate passed the FSC/ETI bill
with $170 billion worth of them. Numerous times now the Senate has
passed legislation that raises revenue by curbing tax abuses.
Unfortunately, each time the House Republican leadership has blocked
these provisions, so they have not yet become law. There is no good
reason to let tax dodgers continue to abuse the system while our
deficit skyrockets. If the drafters of this conference report could not
find acceptable ways to pay for a lengthy extension, then the extension
should have been shorter. It is too bad that the pay-for proposals
Senator Baucus made in the conference committee were defeated.
As Alan Greenspan has said, ``You should not be borrowing for your
tax cuts.'' I am concerned that over the long term, many middle-class
families will end up worse off from the fiscally irresponsible tax cuts
this Congress has enacted since 2001. That is because paying for the
debt we are racking up will eventually require either massive tax
increases or program cuts, or likely both. We all know that our fiscal
outlook is grim. The Federal Government is expected to borrow about one
of every five dollars it spends this year. CBO projects the deficit
this year will be $422 billion. Most analysts agree the budget picture
will worsen considerably within the coming decade, as the huge baby-
boom generation will begin relying increasingly on Social Security and
Medicare, driving those programs' costs upward.
In addition to raising the likelihood of cuts in important domestic
programs, a bigger deficit makes it more likely we will face rising
long-term interest rates. That would mean it will be more expensive to
buy a house, pay for college or pay off credit card debt. As Senators
Conrad and Dodd said on the floor yesterday, our enormous and growing
debt means average consumers could see interest rate hikes that will
dwarf any tax cut they may get. Especially when so many Americans have
variable-rate mortgages, car loans and other debts, the rising interest
rates that are predicted to accompany swelling deficits will have a
very real and immediate impact on many American families. That's not
what Americans need.
I also want to express my disappointment that the conferees rejected
Senator Lincoln's worthy amendments to prevent the refundable child tax
credit floor of $10,000 from being indexed to $11,000. This means a
full-time minimum wage earning parent will receive no benefit from the
tax credit because her income of $10,300 falls short of the $11,000
floor. If the purpose of this bill is truly to help those in the lower
and middle income ranges, this should have been one of the first items
to be included. It would have helped 9.2 million children in 4.3
million families gain an increased portion of the credit.
This conference report also plays games with the timing of one of its
most important pieces. Under a glitch in current law, many men and
women in our armed services are denied their earned income tax credit
and child tax credit because combat pay is excluded from the definition
of earned income for the purpose of calculating these tax provisions.
This conference report fixes the glitch with respect to the child tax
credit, but only fixes the EITC glitch for two years. So in 2006, taxes
will be raised on thousands of the men and women in our military who
put their lives on the line for our nation.
I think it is of the utmost importance that our service members are
adequately compensated for their duties, and that we offer them a
quality of life that will enable them to continue to serve and to live
comfortably. Service families deserve a quality of life comparable to
that of their civilian counterparts. Quality of life for our service
members is particularly important now when the extensive commitments of
our military forces are pushing our military families to the limit.
Yet as this legislation extends tax breaks for millions of American
families through 2010, it takes away tax benefits during that same time
for
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service members and their families who have the lowest levels of
income. There is no reason why a reservist who would otherwise get the
full EITC should be forced to lose part of it if he or she is called up
and sent into a combat zone. But that is what this legislation will do.
Making this provision permanent would have been a very small part of
the cost of this $146 billion bill. I understand it is approximately
$30 million over 10 years. Yet it was not done that way, despite the
direct effect on those service members who we have sent to the most
dangerous corners of the world Iraq and Afghanistan for example. These
brave soldiers do not deserve to have their tax benefits taken away.
But that is exactly what today's conference report does.
I wish this conference report didn't create this problem, but I am
hopeful that with the leadership of Senators Pryor and Lincoln, who
have put lots of hard work into this issue already, we can soon fix
this timing issue and end the glitch permanently. It is the least we
can do for those who put their lives on the line for our country.
Ms. SNOWE. Mr. President, I rise today regarding the tax bill before
the Senate that would extend certain tax provisions set to expire this
year.
Let me say that I support the policy underlying the tax measures
contained in this conference report. What I find regrettable, however,
is that we are even at this juncture where we are faced essentially
with a choice between these tax reductions and fiscal responsibility--
when, in fact, we could have achieved both.
Instead, we have before us a tax package that will directly add $146
billion to the Federal deficit. Why? Because the 2003 tax package
sunset after one year rightfully popular measures of benefit to middle-
class and lower income Americans--that also provided short term
economic stimulus--this year, in order to pay for other tax reductions
over 5 years that are not geared toward short-term stimulus. As a
result, here we are, about to enact 5 years of $146 billion in tax
reductions over and above the $350 billion we passed last year--when we
could have provided for 5 years of these same, worthy tax cut measures
with last year's $350 billion package.
I supported the $1.35 trillion, 10-year tax relief plan of 2001
because, at that time, the tax burden was the highest it had been since
World War II--and also to provide an ``insurance policy,'' to
paraphrase Chairman Greenspan, against a more prolonged economic
recession that we now know began six months before President Bush took
office.
Then, in 2003, an effort was made to accelerate some of the tax
relief from the 2001 bill--specifically, lower marginal tax rates,
marriage penalty relief, and the $1,000 child tax credit. Indeed, over
a year ago, Senator Lincoln and I--along with others on the Senate
Finance Committee--worked to correct a glaring flaw in the 2003 tax
bill.
Specifically, while the 2003 tax bill accelerated the phase-in of
lower marginal rates, the $1,000 child tax credit and other provisions,
it did not accelerate a scheduled increase in the percentage amount of
the child tax credit that is refundable for lower-income workers. The
motivating force behind the vehicle before us was to accelerate an
increase in the portion of the child tax credit for lower-income
families that were left behind in the final 2003 tax bill.
I would very much have preferred to have been able to vote to have
those accelerations in place without a sunset in last year's tax
package conference report. And, again, I would very much like to vote
this year to extend these three tax cuts as prescribed by this
conference report.
Indeed, last year during Finance Committee markup of the bill, I
developed a means by which we could pass these tax cut accelerations
through 2010 while limiting the total impact to the amount agreed to in
the budget resolution. Regrettably, however, while we were successful
last year in the Finance Committee in passing these three tax
reductions as part of the $350 billion package I supported in
committee, the responsible path was ultimately not taken in the
conference report.
Unfortunately, the final 2003 tax bill scaled back the tax relief for
working families by imposing a sunset on the most popular tax cuts,
forcing them to expire at the end of this year. Moreover, the 1-year
sunset of these incentives was done solely to allow for a larger tax
cut on dividend income within the $350 billion cost of the package. I
said at the time that the action Congress inevitably will take on the
popular tax cuts after that year elapses will result in a true cost of
the 2003 tax bill far in excess of $350 billion and closer to an
estimated trillion dollars. Today, Congress is in fact about to
increasse that cost to $496 billion.
It could have been otherwise--and indeed, I have offered several
alternatives this year. In July, I joined a bipartisan group of
Senators in putting forward a plan to extend these middle-class tax
provisions with no net cost to the Government. The revenue offsets that
we put forward are ones that both the Senate and the House have passed
previously. Regrettably, that approach has been rejected in favor of
the view that any provision that increases revenues, even if it
improves the efficiency of the Tax Code, cannot be acceptable.
Fiscal responsibility and reducing taxes do not have to be mutually
exclusive goals. Yet, unfortunately, what is before us today is a $146
billion bill--none of which is paid for. Again, I support these tax
provisions, but I cannot vote for a proposal that rejects the
available, responsible alternatives.
I yield the floor.
Ms. MIKULSKI. Mr. President, I rise today in support of the Working
Families Tax Relief Act of 2004.
Working families deserve tax relief because the middle class is being
squeezed from all directions. Our middle-class families are stressed
and stretched. Families in my State of Maryland are worried. They are
worried about their jobs. They are terrified of losing their
healthcare, as health care costs keep ballooning. Many are holding down
more than one job to make ends meet. They are racing from carpools to
work and back again. And they want to know what we in the Senate are
doing to help them.
That is why I support a family friendly tax code. A tax code that
helps families send their children to college. A tax code that helps
families to care for their loved ones and helps small businesses
provide health care for their employees. That is what I am going to
keep standing up for in the U.S. Senate.
The criteria I use for evaluating tax cuts is simple. Tax cuts should
be targeted, temporary, and do not add to the deficit.
This bill meets some of my criteria. It is targeted to the middle-
class and that is why I will vote for it. It is temporary. This bill
gives the middle-class immediate help, but only extends the middle-
class tax cuts through 2010. I hope that when we come back to these tax
cuts, we find a way to pay for them.
This bill would provide much needed tax relief to working American
families caught in the middle-class squeeze. There are three provisions
to this bill that will most help alleviate the stress and strain on the
middle class.
This bill would extend the $1,000 per child tax credit for 5 years.
If the child tax credit is not extended, families will only receive a
credit of $700 per child in 2005, and the credit would not reach $1,000
again until 2010.
Next, this bill would extend the marriage penalty relief passed in
2003 by making the standard deduction for married couples double the
amount for individuals. That just makes sense. This bill also expands
the 10 percent and 15 percent tax brackets, so that married couples can
make more money and not be penalized with higher taxes. Unless the
marriage penalty relief is extended, married couples could see their
tax bill rise by as much as $1,165 in 2005. When so many Americans are
feeling stretched and stressed, I think that is wrong.
Lastly, this bill would extend the expanded 10 percent bracket which
provides tax relief to millions of taxpayers. The 10 percent tax
bracket was increased temporarily to give people a short term economic
stimulus, but, if the middle class tax cuts are not extended, taxes for
many will increase taxes by $50 per year for singles, and $100 for
couples.
But this bill also has major problems.
This bill fails our military families by raising taxes in 2006 on
active duty
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military, reservists, and National Guardsmen who have been deployed in
combat. This bill provides tax cuts for middle class families for the
next 5 years and I support that. But this bill only provides 2 years of
tax relief for our lowest paid combat military personnel. Just as the
War on Terror is ongoing, so must our support be for our troops. This
bill only fixes this problem for two years. I support fixing this
problem permanently. That is why I will work with my colleagues on a
bill to fix this problem.
This bill also fails one of my criteria for tax cuts. This bill would
add nearly $150 billion to the deficit. We can have strong economic
growth, low inflation, and low unemployment, but we must do so in a
fiscally responsible way. I hope that next time we consider tax
provisions to help our working families we get it right and find a way
to pay for them.
I will vote for this bill, but I do so with warning lights. I am
concerned about the effect deficits will have on our ability to meet
the promises of Social Security and Medicare. I am concerned about its
impact on military families.
The job of Congress is not only to provide tax relief for working
families, but also to make sure that we pay for those tax cuts. Through
fiscal responsibility, Congress can take care of working families today
and in the future when they retire.
Mr. HATCH. Mr. President, I rise to express my support for the
conference report now before the Senate, which will save millions of
American taxpayers from suffering a tax increase on New Years Day 2005.
I want to congratulate Chairman Grassley, who chaired this
conference, as well as the other Senate and House conferees, for their
perseverance in finishing this tax bill, which has presented
challenges.
The individual tax cuts Congress passed in 2001 and 2003 have been
instrumental in the turnaround of our economy from stagnation to
healthy growth. For various reasons, when passing these bills we were
not able to make the provisions of those tax cuts permanent, and some
key elements of them are scheduled to expire on the last day of this
year. The conference report before us extends three of these provisions
for 5 years: the marriage penalty relief in the standard deduction and
in the 15 percent bracket; the new 10 percent bracket; and the $1,000
per child tax credit. In addition, the legislation extends the higher
thresholds for the individual alternative minimum tax for another year.
This last provision is very important to an increasing number of
families in my home State of Utah, who are unfairly being thrown into
the AMT regime simply because they have large families. And while this
provision does not permanently fix the AMT problem, it does give
temporary relief for millions of Americans who would otherwise be
joining the unlucky ranks of alternative minimum tax filers.
While I would prefer to see these provisions, along with all the
other parts of the 2001 and 2003 tax cuts made permanent, a five-year
extension is a very good step. The provisions being extended by this
legislation will now be set to expire at the same time the remainder of
the tax cuts run out, December 31, 2010. Thus, they can hopefully all
be made permanent at the same time, which would ideally be well before
that time.
I am particularly pleased to see that the conferees decided to
include in the conference report the extension of a set of very
important expiring business tax provisions, along with the individual
ones. These include the research credit, of which I have long been an
advocate. This tax credit expired on this past June 30.
As I think most of my colleagues will agree, tax provisions that are
temporary add confusion, complexity, and uncertainty to our tax system.
These problems are made worse when worthy provisions, such as the
research credit, are allowed to expire and are then later reinstated. A
permanent research credit would have been greatly preferred to our bad
habit of routinely allowing vitally important tax provisions to expire
and then reinstating them, sometimes months after their expiration.
Such actions are often done in the name of revenue savings to the
Treasury, but this is a false argument. A series of shorter-term
extensions of these provisions costs no more than does a permanent
extension. What this practice does, however, is contribute to the lack
of confidence that taxpayers feel in our tax system, so it a corrosive
thing to do.
Moreover, I am disappointed that the legislation before us does not
include the Senate language that expands the research credit. The
Senate version of the research credit was based on a bill authored by
the Senator from Montana, Mr. Baucus, and this senator, which would
have dealt with a very serious shortcoming with the current research
credit. Essentially, this shortcoming prevents thousands of research-
intensive firms, many in my home State of Utah, from being able to take
full advantage of the incentive the research credit is supposed to
provide.
Nevertheless, it is a very positive thing to have this conference
report include the extension of the research credit and several other
provisions that are important to American businesses and their
employees and customers. This includes the work opportunity tax credit
and the welfare to work credit, both of which make a difference in
hiring disadvantaged workers.
I am also very pleased to see the inclusion of provisions to help
military families. These brave men and women and their families who are
sacrificing so much deserve to have tax provisions that at least do not
penalize them for their service.
This conference report deserves the support of all of our colleagues.
Is it the best tax bill we could pass? Of course not. But, given the
difficulties of passing any legislation this late in the congressional
session in an election year, it is quite an achievement. I again
congratulate the conferees for their hard work, and I especially
commend the chairman and ranking Democrat on the Finance Committee for
their leadership.
Mr. BYRD. Mr. President, Plato began ``Book Three'' of The Republic
by posing the following question: Have we come here looking for genuine
discourse or fool's gold?
It is hard to believe Senators are here today looking for genuine
discourse.
The legislation before the Senate was packaged into a conference
report to prevent Senators from offering amendments, even though the
Senate never considered legislation to extend these tax cuts. The
Senate Finance Committee never reported legislation to extend these tax
cuts. This legislation has been rushed to the Senate floor, prohibiting
any kind of meaningful debate.
I don't deny the allure of tax cuts. A $1,000 child credit for a
family of four can provide some benefit for families. Likewise, the
elimination of marriage tax penalties can serve a valuable social
purpose. I have cosponsored legislation both to eliminate marriage
penalties and to expand the child credit.
But to promise tax cuts to a worker whose job has been lost overseas,
to promise tax cuts to a family that is without health insurance, to
promise tax cuts to retirees whose pensions have been lost, and to
pretend that a tax cut will address the plight of these working
Americans, is to promise fool's gold.
The Bush administration has exhausted trillions of dollars on a
failed fiscal policy that advocates tax cuts for wealthy above
everything else--tax cuts before jobs, tax cuts before health care, tax
cuts before pensions, tax cuts before securing out homeland, tax cuts
before the needs of working American families.
American workers continue to wait for the return of the 3 million
jobs lost during the Bush presidency. Unemployed workers whose jobs
have been lost overseas are forced to accept low-wage positions without
benefits.
Today, 45 million Americans lack health insurance. Health care costs
have spiraled to prohibitive levels, and those lacking insurance are
forced to do without adequate medical care. Even those with insurance
are seeing their health care costs increase as employers shift the
burden of higher insurance premiums to their employees.
Today, workers and retirees counting on the pension benefits promised
by their employer must watch helplessly as those promised benefits are
cut.
These are real issues, and, while a tax cut may put some extra money
in
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taxpayers' pockets, it won't replace a job lost overseas, it won't
replace the loss of health insurance, it won't make America safer, and
it won't protect against the loss of a pension.
Nevertheless, I recognize that, while doing little to address these
underlying economic concerns, it will, at least, provide some relief to
working American families. Further, it will preserve scarce resources
for working families and prevent those resources from being siphoned
away to finance tax cuts for the wealthiest Americans.
I will vote for this legislation, but I caution workers not to be
fooled by the rhetoric that will accompany its passage.
This administration, this Congress is no friend of the working man.
Whatever dollars you receive from these tax cuts, they will not
offset the wages that this administration has taken from you by denying
you overtime pay, by blocking an increase in the minimum wage, and by
refusing unemployment benefits for jobless workers.
The Bush administration's fiscal policies have squandered the limited
opportunities available to help American families find work, to provide
American families with health care, to protect the pensions of
retirees.
This legislation is throwing a bone to the middle-class after 3 years
of tax cuts for the wealthiest Americans. It is something, but it is
far, far less than what is needed and suggests only the callous
indifference of this President and this Congress to the needs of
working American families.
Mr. DODD. Mr. President, I rise today to talk about the extension of
the middle-class tax cuts that the Senate will pass shortly.
While the conference report to accompany H.R. 1308, the Working
Families Tax Relief Act of 2004, is not perfect, I do plan to support
this initiative because I feel strongly that we should provide tax
relief to working families.
These are families that work hard and play by the rules. Over the
past 3\1/2\ years, they are also families who, as a group, have
suffered the most from the economic slowdown. In general, they are
working harder, earning less, and paying more for the necessities of
life. The least we can do for these families is provide them with some
measure of tax relief to make their financial burden a bit lighter. Tax
bills enacted in the previous 3\1/2\ years primarily benefitted the
very most affluent. The conference agreement we consider today benefits
those who truly need tax relief.
This conference report extends four important middle-class tax cuts
that are set to expire at the end of this year. These are: first, the
$1,000 child tax credit, which has been scheduled to fall to $700 next
year; second, the current 10-percent income tax bracket; third, a set
of tax measures to offset the marriage penalty; and fourth relief from
the alternative minimum tax, which without action, would unfairly force
more middle income families into paying higher taxes totaling $23
billion over the next 10 years.
The conference report also provides assistance to military families
in combat zones by increasing the Earned Income Tax Credit, EITC, and
the child credit for military families in 2004 and 2005 by giving them
the option to include combat pay in their calculations. This provides
an additional $199 million of assistance to military families in combat
zones since under current law many soldiers are denied their rightful
EITC and child credit because combat pay is excluded. While this is
just a two-year fix, I look forward to working with my colleagues to
ensure that Congress take action to permanently fix this glitch in the
law.
I was pleased that the conference report also includes several
provisions that are vital to education, environmental protection, and
job growth. These include the teacher expense deduction, which allows
teachers to deduct up to $250 annually for their classroom expenses;
expensing of Brownfields environmental remediation costs; tax credits
for electricity produced from certain renewable resources; and the
extension of the research and development tax credit, which has done
much to create jobs and enhance our Nation's competitiveness.
However, while I will support this conference report, it is at best
incomplete legislation for two reasons. First, because it fails to pay
for the more than $145 billion in tax cuts that it contains.
I am very concerned with the shocking deterioration in fiscal
discipline by the administration and congressional leadership. When
President Bush took office in January 2001, the Congressional Budget
Office projected a Federal budget surplus of $5.6 trillion by 2011.
Today, that projected record surplus has turned into a record deficit
that is expected to total $4.4 trillion over the next 10 years.
Regrettably, efforts to make this package a more fiscally responsible
one has been blocked and rebuffed by the leaders of this Congress,
including the efforts by members of the leadership's own party. Just 2
months ago, several Members from both sides of the aisle proposed a
package which would have ensured that not a penny would have been added
to the deficit. But the proposal was rejected by the administration and
Republican congressional leadership.
According to an address this week by Rodrigo de Rato, the President
of the International Monetary Fund, budget and trade deficits in the
United States are a large and growing threat. He stated, ``We believe
that such a large imbalance is a risk not only to the United States
economy, but to the world economy.''
We know only too well from past instances that if deficits are left
unchecked, they will exert an enormous upward pressure on interest
rates and in so doing will increase the cost of homes, cars, higher
education, and establishing and running a small business. These
increased costs have the potential to dwarf any relief provided by a
bill such as the one now before the Senate.
I also find it lamentable that the Senate was not provided with an
opportunity to consider this legislation in its entirety since what has
been brought before us is a conference report most of whose provisions
were never brought before the Senate for full consideration. Had it
been fully debated in the Senate under normal procedures, Senators
might have been able to make this legislation more fiscally
responsible. But because of the procedural tactics of Republican
Congressional leadership, Senators never had a chance to do that.
The second reason why this legislation is at best incomplete is that
it fails to lower the income threshold for the refundable child tax
credit. By not including this important provision, 4.3 million hard-
working families will see the value of their child tax credit
significantly diminished. That is unfair to those men and women working
to lift themselves up economically and provide a decent life for their
children.
And so while I am going to support this legislation, I would like to
make it very clear to this body that I do not think that our efforts to
help working families are adequately discharged by this legislation.
There is much work to be done to give poor and working people
meaningful opportunity to achieve secure lives for themselves and their
children now and for generations to come.
I yield the floor.
Mr. FRIST. Mr. President, in 1969, Congress passed the alternative
minimum tax. It had come to light that a small group of wealthy
individuals were using exemptions in the tax code to evade paying any
taxes at all. Congress passed the minimum tax law so that high income
earners would be obligated to pay a minimum amount in taxes no matter
what.
That was then.
Today, the minimum tax has grown to penalize middle class families
and small business owners. There are a number of reasons. One is that
the alternative tax brackets have never been indexed to inflation. We
all know that a dollar in 1969 went a lot further than it does today.
But the minimum tax doesn't take this into account. And today's middle
class families are getting hit with higher tax bills.
Consider if you are married, filing a joint return, and your family
makes more than $58,000 a year, you may be liable under the alternative
minimum tax to owe additional Federal income tax.
If you are a single mother who makes $35,000 a year and gets a little
over $5,000 in alimony payments, you could owe more taxes.
[[Page S9577]]
Standard deductions that the Congress has passed to help support
families, encourage homeownership, allow for taxable State and local
refunds, can actually force middle class families to pay more in
Federal taxes.
The national taxpayer advocate, the person responsible inside the IRS
to look after the taxpayer's interests, says the alternative minimum
tax is the number one problem facing American taxpayers. A law that was
only supposed to apply to 155 super wealthy taxpayers in 1969 will hit
more than 30 million taxpayers by 2010.
Clearly that is not what Congress intended. And clearly it is not
fair. Middle class families should not be punished by a law that was
never intended for folks at their actual income level.
That is why we must take a serious look at repealing the minimum tax
law for individuals. Some people call the AMT the Government's ATM. It
collects billions of dollars for the Government coffers. And some
people do not want to let that money go. But that money is the
taxpayer's money. Rather than resist reform, we should look at the
overall tax code and consider options for fundamental tax reform.
In 1986, under President Reagan's leadership, we dramatically
simplified the tax code. Ever since then, and especially in the 1990s,
we have layered the tax code with all sorts of special exclusions that
have very little to do with making taxes fairer, simpler and more
equitable. Ask any family trying to fill out their tax forms each year:
we have reached a point where the code is becoming complicated than it
was in 1985.
I urge my colleagues to look at this issue closely. It's a matter of
fairness, and for millions of American families, a matter of money,
money that could be sued to ease the grocery bill, buy a new washing
machine, or take the family on a weekend road trip.
While I am talking about tax reform, I had like to highlight some of
the tax reforms we are working on right now. We are extending a number
of crucial family tax breaks which expired at the end of last year. For
example, we are working to extend the welfare-to-work credit, the work
opportunity tax credit and many other important expired measures.
These provisions have already passed the house and the Senate as a
part of the FSC/ETI JOBS bill.
By moving this package of extenders, which include middle class tax
relief, we will facilitate a speedy conclusion to the JOBS bill which
is critical to growing jobs in the manufacturing sector.
Reforming the minimum tax, extending child tax credits, all of these
initiatives are to help hard working Americans meet their needs and
obligations.
Thanks to the President's 2001 and 2003 tax relief, 14 million low
income families will receive tax refunds under the refundable child
credit in 2004, compared to only 1.6 million had the President's tax
relief not been enacted.
Combined with the earned income tax credit, 24 million low-income
families will receive direct assistance this year through the tax code.
The legislation before the House and Senate will benefit 6.8 million
low-income families by increasing their tax refunds in 2004.
For example, a single mother in Tennessee with two children who earns
$20,000 would get a refund of $1,388 in this year, $463 more than under
current law, and $1,388 more than pre-2001 law.
This refund is entirely due to tax relief signed into law by the
President since 2001, and is in addition to the $3,025 refund she gets
under the EITC. Her total refund in 2004 will be $4,413.
As I have said, and many of my colleagues have said time and again,
our job is to put more money back into the budgets of America's
families. They know better than the Government how to spend their hard-
earned dollars.
Mr. BAUCUS. Mr. President, I yield 2 minutes to the Senator from
Minnesota.
The PRESIDING OFFICER. The Senator from Minnesota is recognized for 2
minutes.
Mr. DAYTON. Mr. President, I am delighted to rise in support of the
tax bill which I believe will pass on an overwhelmingly bipartisan
basis. I commend the chairman of the Finance Committee and the ranking
member for a bill that I will be proud to vote for and one that I,
frankly, wish had passed in 2001, 2002, and 2003--the kind of bill that
I voted for back then as a substitute amendment that didn't pass. This
bill is truly targeted toward middle-income taxpayers, largely and
predominantly so.
As my colleague from Arkansas pointed out, there are some provisions
that I wish were included, and I am sure others as well.
But overall, this is a very good, targeted middle-income tax cut bill
that will put money into the pockets of working families, working
single individuals. It ought to be our policy in the future to keep our
tax measures targeted toward those who pay the bills and those who are
in greatest need of earned-income tax relief.
I point out if we had kept the focus on this kind of tax relief in
the past, we wouldn't have the kind of deficits we face today. We
wouldn't be passing on the new bills to our children and grandchildren
who are going to have to face up to it eventually.
But I support those who have said tonight that regardless of that
situation, this is much needed and it will be well used and, hopefully,
we will continue the recovery from the serious recession that we
suffered over the last few years.
I am a little leery of those who say these tax measures are the cure-
all for what has occurred because they continually refer back to points
in time that are rather selective. If we go back to the beginning of
the Bush administration, we are looking at a serious jobs deficit. We
are still suffering a loss of over 3 million manufacturing jobs since
that time.
I wish these tax measures and those that preceded them were the cures
for the economic ills. I fear they are not in isolation.
I commend the architects of this measure, and I urge my colleagues to
join with me in supporting and passing it tonight.
Mr. GRASSLEY. Mr. President, I yield myself such time as I might
consume. I will take a few minutes in closing this debate to thank some
folks who made this tax relief possible.
First of all, as I said in my opening remarks, President Bush made
middle-income tax relief a priority. He pursued this package with
focus, with determination, and with good humor.
The bottom line is, we wouldn't be here today without the leadership
of our President.
Next, I would like to thank our majority leader, Senator Frist. Like
the President, Leader Frist made this bill a priority. His patience and
dedication in backing me as we moved through the conference process was
very important.
Then I would like to thank for the second time, and not too many
times can I do that because not enough times make up for the
cooperation I have received, my friend and colleague, Senator Baucus,
the ranking member on the Democratic side in the Finance Committee. We
didn't agree on all points, as he stated, but we agreed on most of the
substance of the bill and the direction of the policy. Senator Baucus
and other conferees, including Senators Lott, Nickles, and Lincoln--
each of the conferees brought strong views to the process. Sometimes
those views differed sharply.
For instance, as you have seen in tonight's debate, Senator Lincoln
and Senator Nickles also do not agree on refundable tax credits. Both
of them made principled reasons for their views. They are passionate.
The conference agreement reflects a fair balance of those sharply
divided positions.
This bill would not have come to the floor without the work of staff.
I thank them very much. I would like to thank Senate Finance Republican
staff, Kolan Davis, staff director; Mark Prater, chief tax counsel; Ed
McClennan; Elizabeth Paris Dean Zerbe, whom we also refer to around
here on the floor as ``the white tornado.'' We also thank Christy
Mistr. She happens to be a brandnew mom. She came back early to help us
get this bill worked out. We thank also John O'Neill, a new addition to
our staff; Adam Freed, graduate of the fine school known as the
University of Northern Iowa where I graduated; also, our press team of
Jill Kozeny and Jim Gerber. They helped our committee get the word out.
Then, on the Senate Democratic staff, obviously, very good staff,
very professional: Russ Sullivan, staff director; Bill Dauster; Patrick
Heck; Melissa Mueller; Matt Jones; Anita Horn
[[Page S9578]]
Rizek; Jon Selib; Judy Miller; Matt Grenasci; Matt Stokes; and Ryan
Abraham; Senate legislative counsel: Jim Fransen, Mark Mathiesen, and
Mark McMonagle.
And then we have on the Joint Tax Committee: George Yin, Tom
Barthold, and their entire crew.
And then we have the GOP leadership staff: Lee Rawls, Eric Ueland,
and Rohit Kumar all helping.
With Senator Lincoln's staff, Mac Campbell; Senator Nickles' staff:
Rachel Jones, and Hazen Marshall.
Mr. President, I would like to sum up what this bill is all about.
As the bill title says, it is about America's families. It is about
providing tax relief to hard-working men and women in America. When I
think about it, I consider the families on the farms back home. In the
fields of Iowa, folks are starting the harvest. In the factories of
Davenport, IA, and in the offices in Des Moines, great insurance
companies, people are working hard to raise their kids, and this bill
will help them.
Let me take some time here to correct what have been very troubling
statements about the Working Families Tax Relief Act and its benefits
for low-income working families.
Let's be clear--this bill provides enormous benefits to working
families and especially to low-income families.
Let me remind my colleagues of where we have been on this bill. The
Senate passed legislation in 2003 that called for accelerating the
refundability of the child credit from 10 percent to 15 percent,
providing for a uniform definition of a child, and including combat pay
for purposes of calculating the child tax credit. That was what the
Senate passed in 2003. At the same time, the other body passed
legislation that also accelerated the refundability but the other body
did not include the uniform definition of a child and did not include
the combat pay provisions as it relates to the child tax credit.
We then went to conference and thanks to President Bush's leadership
we have been successful in reaching an agreement.
What does our conference bill do in regards to the Senate-passed
legislation affecting low-income families? The conference report agrees
with every single one of them. Let me repeat that, the conference
report accepted every single provision in the Senate-passed bill that
was directed to helping low-income families.
The conference made the uniform definition of a child permanent. This
is an extremely important simplification effort that creates a uniform
definition of a child for the dependency exemption, child credit, the
Earned Income Credit, the dependent care credit, and head-of-household
filing status. This long-overdue simplification makes many more
taxpayers--especially low-income taxpayers--eligible for a child-
related benefit. This is at a cost of over $1.5 billion over 10 years
and is the only substantive tax provision in this bill that is made
permanent.
The conference agreed to accelerate refundability and also the combat
pay provisions in the Senate-passed legislation. These two provisions
provide over $2 billion in benefits.
So again, as people wring their hands, lets remember that the
conference agreed to every single tax provision in the Senate-passed
bill targeted for low-income families. In fact, there was only one
provision in the Senate bill that was targeted to help families making
over $100,000--the elimination of the marriage penalty of the child
credit. What happened that provision? It was dropped in conference.
But the conference did not stop with just accepting all the Senate
provisions that help low-income families. The conference added to the
provisions that will help low-income families.
First, the conference provided expanded benefits for our men and
women in uniform receiving combat pay. They will now also be able to
get expanded benefits under the earned income credit. While combat pay
is excluded for income purposes, our soldiers, sailors and airmen can
elect to include combat pay if it will assist them in getting an
increase in the earned income credit.
This is a new provision that helps low-income military families. It
was not included in the Senate proposal. This, combined with other
provisions in the bill means that targeted relief for low-income
military families receiving combat pay is increased in this conference
report by nearly six times over what was provided in the Senate
proposal. Let me repeat that, the conference report provides almost six
times greater targeted relief for military families receiving combat
pay then was included in the Senate proposal.
Turning to the other items that assist low-income families: Second,
the conference increases the child credit to $1,000 and extends it
through 2010. This will benefit low and middle-income families.
Third, we extend the lowest tax-bracket, the 10 percent tax bracket,
which at its core benefits low-income families.
Fourth, we extend marriage penalty relief which helps low-income
taxpayers along with all taxpayers.
There is over $23 billion in outlays contained in this bill--that
reflects primarily the extension of the child credit, the lowering of
the rates and refundability portions. Thus, of a $145 billion tax cut,
over $23 billion of it is targeted to low-income families who have
little to no federal income tax liability.
So lets put this to rest. The conference report is better then what
the Senate proposed for low-income families and better then what the
Senate proposed to help military families.
Now, let me turn to another chestnut that has been put out. That
chestnut is that the tax laws will harm 4 million low-income families.
This is a bait and switch focusing on one issue and ignores the overall
tax code and all the tax legislation contained in this bill.
The threshold for the refundable child tax credit--included in the
2001 bill--is that for those who do not pay taxes should still benefit
from the child tax credit beginning at $10,000 in income--and that was
indexed for inflation. This was agreed to by the supporters of this
provision in 2001 and eliminating the index was not included in the
Senate proposal last year.
Unfortunately we are now hearing from those who don't want to be
reminded of these facts.
I am saddened by those who want to muddy all the tremendous work we
have accomplished for working families in this bill. To argue that we
are raising taxes on those making less than $11,000 or less is
completely and utterly wrong. First, it is current law that requires
indexing, there is nothing in this bill that requires indexing. Second,
these are families who do not have a federal income tax liability. They
pay no taxes. So it is wrong to say that they are having an increase in
taxes.
Third, the naysayers completely ignore the benefits being provided in
this bill when they pull numbers from thin air. For example, the
indexing of the $10,000 next year provided in the 2001 bill will mean
that a family making $18,000 with a child will lose approximately $40
in child credit benefits, but that same family--because of this bill--
will see their child credit benefit increase by $300 because of the
accelerated refundability and making the child credit $1000.
The naysayers want to just pick and choose the provisions and not
look at the whole package. When you look at the overall package the
vast majority of the families they talk about being harmed by the 2001
agreement to index the refundable credit will actually be benefiting
from the overall package.
And finally for those families--far, far fewer than the number of 4
million thrown around--that may see no child credit because of
indexing, we must bear in mind the EIC benefits that are also indexed.
Indexing of the refundable child tax credit must be understood in
conjunction with the EIC benefit, and cannot be looked at in a vacuum.
For example, in 2001 a single parent making $10,500 and with two
children had no federal income tax liability and received the maximum
earned income credit of $4008. In 2003, that same parent, still making
$10,500, will now receive a nearly $200 increase in her earned income
credit and receive a check for $4,204.
It is accurate that because of indexing the family will not receive
the $50 previously provided under the refundable child credit, but it
is important to understand it in the context of the overall benefits
provided in the tax code.
[[Page S9579]]
I recognize that for a low-income family even $50 is important and
that is why in conference I supported an amendment to end indexing
inflation of the refundable portion. But I encourage Senators to keep
their feet on the ground when discussing this and instead reflect on
the enormous benefits this bill provides to low-income families who do
not have a federal income tax liability--nearly $24 billion--and to
also keep in mind the other very beneficial provisions that are in the
tax code already that assist low income families.
We have done very right by low-income families and especially
military families in this bill and in the overall tax code.
I know as Senators and the American people examine this matter
closely they will see the enormous good that is in this bill and not be
swayed by the naysayers.
This bill will provide great benefit to low-income families and
military families and that is a credit to President Bush and Senators
on both sides of the aisle, and it is why we will see this legislation
receive overwhelmingly support in the Senate.
Just to be clear, what we are talking about here is not whether to
provide a certain EIC benefit but whether or not to review
administration of that tax benefit in two years as we do with other
expiring tax provisions. There are several administrative reasons why
that may be appropriate in this circumstance.
In general, changes to the earned income credit should be studied
carefully in light of the current error rate in the program's
administration which exceeds 30 percent and results in nearly $10
billion of erroneous payments annually. Many are working to reform
these problems and we don't want to work against their efforts.
With respect to the combat zone proposal itself, the IRS has
indicated that the proposal--which allows taxpayers to elect into the
provision--will increase complexity of the EIC and make administration
of the provision harder.
For these reasons, we should review the effectiveness of the
provision in two years and make any necessary adjustments to the
provision at that time.
In addition, the preponderance of the bill benefits working families
including military families.
With the exception of a clean extension of expiring tax provisions
and certain technical corrections, this bill focuses 100 percent on
providing tax relief to working families including those serving in the
military.
In particular, the bill ensures that parents serving in the military
receive an income tax credit of $1,000 per child each year. For
military families at the lowest levels of income, the refundability
provisions of the child tax credit have also been enhanced beginning in
2004.
This legislation further provides that military wages earned by
parents in a combat zone will be treated as earned income for purposes
of the child credit. This ensures that families whose only income
consists of combat zone wages will be eligible for the refundable child
credit.
One very important provision of the bill may provide economic and
mental relief to working families. For the most part, we have provided
a single definition of a ``child'' for tax purposes. For some, this
will mean additional family tax benefits; for everyone, the bill gives
needed simplification for working families filing the most basic of tax
returns.
Finally, the bill provides permanent tax relief to the first $14,000
of all dual family taxable wages.
In conclusion, this legislation would ensure that a single mom in the
military with 2 kids making $25,000 would save 5 percent on the entire
amount of her first $14,000 of wages. It would ensure that she gets two
child tax credits of $1,000 per child so that her federal income tax
liability, to the extent she has any, would be reduced dollar-for-
dollar by that $2,000 credit amount. If she does not have any federal
income tax liability already--which is very possible--further
enhancements to the refundability provisions of the bill ensure that
she could receive a check for the full amount of her child credits
totaling $2,000. Finally, if she works in a designated ``combat zone,''
the bill treats her combat zone wages as earned income to give her the
full benefit of the child credit and the combat zone exclusion.
So you see, this bill provides significant tax relief to military
families.
Let me make one more critical point about the issue of earned income
credit and combat pay. We should all remember that at one time we did
have combat pay included for purposes of the earned income credit. Then
in the 2001 budget proposal, the Clinton administration requested the
Congress to exclude from the EIC calculations all income excluded from
gross income--including combat pay--for the purposes of determining the
EIC. This request was made because of concerns of simplification and
administration.
So it was the Clinton administration that proposed this change
regarding exclusion of combat pay from EIC--a change that this bill
today reverses.
I make this point not to cast a shadow over the Clinton
administration's proposal but to highlight--as Senators raise their
voices about the EIC combat provision being only a two year proposal--
that it was the Clinton administration itself that first raised the
concerns about the difficulty of administering combat pay and EIC
benefits and asked that the code be changed.
We need to get this right. A confusing and unworkable tax provision
will do more harm than good as military families unnecessarily find
themselves crossways of the IRS.
We need to ensure that we are giving our military families a tax
benefit that will do the job right.
Senator McCain criticized the extension of section 45. It is a
renewable energy production credit. It is current law. The bottom line
is the expiring tax provisions were treated similarly. All expiring tax
provisions were extended through December 31, 2005.
Everyone agrees we need to reduce America's dependence on imported
oil. The renewable energy production credit is one incentive that will
help move America to energy independence. To let this incentive lapse
would be to send the wrong signal to America's alternative energy
producers. More dependence on Middle East oil is the wrong answer.
The PRESIDING OFFICER. The Senator from Montana.
Mr. BAUCUS. Mr. President, this legislation would not have been
possible without the help of many.
I appreciate the cooperation we received from the Republican staff,
especially Kolan Davis, Mark Prater, Dean Zerbe, Ed McClellan,
Elizabeth Paris, Christy Mistr, John O'Neill and Adam Freed.
I thank the staff of the Joint Committee on Taxation for their
service.
I also thank my staff for their tireless effort and dedication,
including Russ Sullivan, Patrick Heck, Bill Dauster, Matt Stokes, Matt
Jones, Melissa Mueller, Matt Genasci, Anita Horn Rizek, Judy Miller,
Jonathan Selib, Ryan Abraham and Wendy Carey. I also thank our
dedicated fellows, Cuong Huynh, Scott Landes and Jeremy Sylestine.
Finally, I thank our hardworking interns: Kelsie Eggensperger, Paige
Lester, Priya Mahanti, Brittney McClary, Audrey Schultz and Mary
Tuckerman.
Mr. President, the real thanks here, frankly, goes to a lot of
Montanans who I have consulted with on this bill, CPAs and tax
practitioners with whom I have been talking, acting as a sounding board
as to which provisions should be changed, for example, to make them
work better. They have been invaluable assistants to me. I am very
appreciative to know I can just pick up the phone and ask, What do you
think of this? What do you think of that? Montana business men and
women, other taxpayers and practitioners, I very much thank them for
their great help.
Real thanks really to the working men and women in my State and
across the Nation. It is through their work and determination that our
Nation has prospered. Of course, the group includes the wonderful men
and women who serve in the military because they are the people who put
their lives on the line. I am very grateful to them and am very humbled
to be working for them.
Mr. President, I yield back the remainder of my time and ask for the
yeas and nays on the conference report.
The PRESIDING OFFICER. Is there a sufficient second?
There appears to be a sufficient second.
The yeas and nays were ordered.
[[Page S9580]]
The PRESIDING OFFICER. The majority whip.
Mr. McCONNELL. Mr. President, let me just indicate for all of our
Members that we are going to the Foreign Operations bill after this. We
believe we are down to just a couple of amendments, and we are working
on making them go away. Our goal is to pass it tonight. If we have the
kind of cooperation we anticipate having, that will be possible. If
not, we will have to stack the amendments and vote in the morning.
But I urge everyone to cooperate, and let's try to finish this up
tonight. That is what the majority leader would like to do. That is
where we will go next.
I yield the floor.
The PRESIDING OFFICER. The Senator from Iowa.
Mr. GRASSLEY. Mr. President, I yield back the remainder of my time.
The PRESIDING OFFICER. All time has expired.
The question is on agreeing to the conference report. The yeas and
nays have been ordered. The clerk will call the roll.
The legislative clerk called the roll.
Mr. REID. I announce that the Senator from Hawaii (Mr. Akaka), the
Senator from North Carolina (Mr. Edwards), the Senator from Hawaii (Mr.
Inouye), the Senator from Massachusetts (Mr. Kennedy), and the Senator
from Massachusetts (Mr. Kerry) are necessarily absent.
I further announce that, if present and voting, the Senator from
Massachusetts (Mr. Kennedy) would vote ``yea.''
The PRESIDING OFFICER. Are there any other Senators in the Chamber
desiring to vote?
The result was announced--yeas 92, nays 3, as follows:
[Rollcall Vote No. 188 Leg.]
YEAS--92
Alexander
Allard
Allen
Baucus
Bayh
Bennett
Biden
Bingaman
Bond
Boxer
Breaux
Brownback
Bunning
Burns
Byrd
Campbell
Cantwell
Carper
Chambliss
Clinton
Cochran
Coleman
Collins
Conrad
Cornyn
Corzine
Craig
Crapo
Daschle
Dayton
DeWine
Dodd
Dole
Domenici
Dorgan
Durbin
Ensign
Enzi
Feingold
Feinstein
Fitzgerald
Frist
Graham (FL)
Graham (SC)
Grassley
Gregg
Hagel
Harkin
Hatch
Hutchison
Inhofe
Jeffords
Johnson
Kohl
Kyl
Landrieu
Lautenberg
Leahy
Levin
Lieberman
Lincoln
Lott
Lugar
McCain
McConnell
Mikulski
Miller
Murkowski
Murray
Nelson (FL)
Nelson (NE)
Nickles
Pryor
Reed
Reid
Roberts
Rockefeller
Santorum
Sarbanes
Schumer
Sessions
Shelby
Smith
Specter
Stabenow
Stevens
Sununu
Talent
Thomas
Voinovich
Warner
Wyden
NAYS--3
Chafee
Hollings
Snowe
NOT VOTING--5
Akaka
Edwards
Inouye
Kennedy
Kerry
The conference report was agreed to.
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