[Congressional Record Volume 162, Number 54 (Monday, April 11, 2016)]
[Senate]
[Pages S1874-S1875]
From the Congressional Record Online through the Government Publishing Office [www.gpo.gov]
SA 3635. Mr. BOOZMAN (for himself, Mr. Warner, and Mr. Bennet)
submitted an amendment intended to be proposed to amendment SA 3464
submitted by Mr. Thune (for himself and Mr. Nelson) to the bill H.R.
636, to amend the Internal Revenue Code of 1986 to permanently extend
increased expensing limitations, and for other purposes; which was
ordered to lie on the table; as follows:
At the appropriate place, insert the following:
TITLE _--VETERANS TAX FAIRNESS
SEC. __01. SHORT TITLE.
This title may be cited as the ``Combat-Injured Veterans
Tax Fairness Act of 2016''.
SEC. __02. FINDINGS.
Congress makes the following findings:
(1) Approximately 10,000 to 11,000 individuals are retired
from service in the Armed Forces for medical reasons each
year.
(2) Some of such individuals are separated from service in
the Armed Forces for combat-related injuries (as defined in
section 104(b)(3) of the Internal Revenue Code of 1986).
(3) Congress has recognized the tremendous personal
sacrifice of veterans with combat-related injuries by, among
other things, specifically excluding from taxable income
severance pay received for combat-related injuries.
(4) Since 1991, the Secretary of Defense has improperly
withheld taxes from severance pay for wounded veterans, thus
denying them their due compensation and a significant benefit
intended by Congress.
(5) Many veterans owed redress are beyond the statutory
period to file an amended tax return because they were not or
are not aware that taxes were improperly withheld.
SEC. __03. RESTORATION OF AMOUNTS IMPROPERLY WITHHELD FOR TAX
PURPOSES FROM SEVERANCE PAYMENTS TO VETERANS
WITH COMBAT-RELATED INJURIES.
(a) In General.--Not later than one year after the date of
the enactment of this Act, the Secretary of Defense shall--
(1) identify--
(A) the severance payments--
(i) that the Secretary paid after January 17, 1991;
(ii) that the Secretary computed under section 1212 of
title 10, United States Code;
[[Page S1875]]
(iii) that were not considered gross income pursuant to
section 104(a)(4) of the Internal Revenue Code of 1986; and
(iv) from which the Secretary withheld amounts for tax
purposes; and
(B) the individuals to whom such severance payments were
made; and
(2) with respect to each person identified under paragraph
(1)(B), provide--
(A) notice of--
(i) the amount of severance payments in paragraph (1)(A)
which were improperly withheld for tax purposes; and
(ii) such other information determined to be necessary by
the Secretary of Treasury to carry out the purposes of this
section; and
(B) instructions for filing amended tax returns to recover
the amounts improperly withheld for tax purposes.
(b) Extension of Limitation on Time for Credit or Refund.--
(1) Period for filing claim.--If a claim for credit or
refund under section 6511(a) of the Internal Revenue Code of
1986 relates to a specified overpayment, the 3-year period of
limitation prescribed by such subsection shall not expire
before the date which is 1 year after the date the
information return described in subsection (a)(2) is filed.
The allowable amount of credit or refund of a specified
overpayment shall be determined without regard to the amount
of tax paid within the period provided in section 6511(b)(2).
(2) Specified overpayment.--For purposes of paragraph (1),
the term ``specified overpayment'' means an overpayment
attributable to a severance payment described in subsection
(a)(1).
SEC. __04. REQUIREMENT THAT SECRETARY OF DEFENSE ENSURE
AMOUNTS ARE NOT WITHHELD FOR TAX PURPOSES FROM
SEVERANCE PAYMENTS NOT CONSIDERED GROSS INCOME.
The Secretary of Defense shall take such actions as may be
necessary to ensure that amounts are not withheld for tax
purposes from severance payments made by the Secretary to
individuals when such payments are not considered gross
income pursuant to section 104(a)(4) of the Internal Revenue
Code of 1986.
SEC. __05. REPORT TO CONGRESS.
(a) In General.--After completing the identification
required by section __03(a) and not later than one year after
the date of the enactment of this Act, the Secretary of
Defense shall submit to the appropriate committees of
Congress a report on the actions taken by the Secretary to
carry out this Act.
(b) Contents.--The report submitted under subsection (a)
shall include the following:
(1) The number of individuals identified under section
__03(a)(1)(B).
(2) Of all the severance payments described in section
__03(a)(1)(A), the aggregate amount that the Secretary
withheld for tax purposes from such payments.
(3) A description of the actions the Secretary plans to
take to carry out section __04.
(c) Appropriate Committees of Congress Defined.--In this
section, the term ``appropriate committees of Congress''
means--
(1) the Committee on Armed Services, the Committee on
Veterans' Affairs, and the Committee on Finance of the
Senate; and
(2) the Committee on Armed Services, the Committee on
Veterans' Affairs, and the Committee on Ways and Means of the
House of Representatives.
______