BILL NUMBER: AB 1818 AMENDED BILL TEXT AMENDED IN ASSEMBLY MARCH 29, 2012 INTRODUCED BY AssemblyMemberPereaMembers Perea and Beall FEBRUARY 21, 2012 An act toamend Section 17020.3 ofadd Sections 17053.99 and 23699 to the Revenue and Taxation Code, relating to taxation , to take effect immediately, tax levy . LEGISLATIVE COUNSEL'S DIGEST AB 1818, as amended, Perea.Personal income tax.Income taxes: credit: patent licensing. The Personal Income Tax Lawconforms, with modification, to the federal definition of exchanged basis propertyand the Corporation Tax Law allow various credits against the taxes imposed by those laws . This billwould make a technical, nonsubstantive change to that provisionwould, under the Personal Income Tax Law and the Corporation Tax Law, for taxable years beginning on or after January 1, 2012, allow a credit against those taxes in an amount equal to ____% of the qualified royalties, as defined, paid by a qualified taxpayer, as defined . This bill would take effect immediately as a tax levy. Vote: majority. Appropriation: no. Fiscal committee:noyes . State-mandated local program: no. THE PEOPLE OF THE STATE OF CALIFORNIA DO ENACT AS FOLLOWS: SECTION 1. Section 17053.99 is added to the Revenue and Taxation Code , to read: 17053.99. (a) For each taxable year beginning on or after January 1, 2012, there shall be allowed to a qualified taxpayer as a credit against the "net tax," as defined in Section 17039, an amount equal to ____ percent of the qualified royalties paid by the qualified taxpayer during the taxable year. (b) For purposes of this section: (1) "Qualified patent" means a patent owned by the University of California for an invention where the research and development for that invention was funded, in whole or in part, by amounts eligible for the credit under Section 17052.12 or 23609. (2) "Qualified royalties" means any royalties paid by a qualified taxpayer for the use of a qualified patent through a license agreement with the University of California or another entity. (3) "Qualified taxpayer" means a taxpayer that paid qualified royalties during the taxable year and commercializes, within the state, the licensed patent for which qualified royalties were paid during the taxable year. (c) In the case where the credit allowed by this section exceeds the "net tax," the excess may be carried over to reduce the "net tax" in the following year, and succeeding years if necessary, until the credit is exhausted. SEC. 2. Section 23699 is added to the Revenue and Taxation Code , to read: 23699. (a) For each taxable year beginning on or after January 1, 2012, there shall be allowed to a qualified taxpayer as a credit against the "tax," as defined in Section 23036, an amount equal to ____ percent of the qualified amount paid by the qualified taxpayer during the taxable year. (b) For purposes of this section: (1) "Qualified patent" means a patent owned by the University of California for an invention where the research and development for that invention was funded, in whole or in part, by amounts eligible for the credit under Section 17052.12 or 23609. (2) "Qualified royalties" means any royalties paid by a qualified taxpayer for the use of a qualified patent through a license agreement with the University of California or another entity. (3) "Qualified taxpayer" means a taxpayer that paid qualified royalties during the taxable year and commercializes, within the state, the licensed patent for which qualified royalties were paid during the taxable year. (c) In the case where the credit allowed by this section exceeds the "tax," the excess may be carried over to reduce the "tax" in the following year, and succeeding years if necessary, until the credit is exhausted. SEC. 3. This act provides for a tax levy within the meaning of Article IV of the Constitution and shall go into immediate effect.SECTION 1.Section 17020.3 of the Revenue and Taxation Code is amended to read: 17020.3. For purposes of this part, the term "exchanged basis property" has the same meaning given to that term by Section 7701(a) (44) of the Internal Revenue Code, except that reference to Subtitle A shall instead be a reference to this part.