SB 1527

Modifies provisions governing first-time home buyer savings accounts.

Status Chapter Number Assigned
Requested by (at the request of Senate Interim Committee on Finance and Revenue)
Fiscal impact Has minimal fiscal impact
Revenue impact Revenue impact issued

Bill Text

SB1527 modifies the rules for first-time home buyer savings accounts starting in 2025, including eliminating annual certificate requirements and allowing beneficiary designations.

Original Bill Text

Overview#

Digest: Changes accounts for first-time home buyers, for accounts starting in 2025. Requires taxpayer to keep records. Changes rules for banks. Becomes law 91 days from sine die. (Flesch Readability Score: 62.1). Modifies provisions governing first-time home buyer savings accounts. Eliminates the requirement that a financial institution provide an annual certificate with account details to account holders. Allows an account holder to designate a proposed first-time home buyer as a beneficiary of the account. Specifies information that must be maintained by a taxpayer claiming a subtraction or exemption for accounts. Limits Department of Revenue rulemaking. Applies to first-time home buyer savings accounts created on or after January 1, 2025. Takes effect on the 91st day following adjournment sine die.

Public Testimony

Name Organization Position Date
Marjorie Taylor Salem Neutral 2024-02-06
John Calhoun PORTLAND Neutral 2024-02-07
Devon Lawson-McCourt Vida Support 2024-02-07
Brian Boquist State Senator Support 2024-02-07
Thomas Busse Portland Neutral 2024-02-28
David Wall Newberg Oppose 2024-02-29
John Calhoun Portland Support 2024-02-29

Legislative History

Date Chamber Action
2024-02-05 S Introduction and first reading. Referred to President's desk.
2024-02-05 S Referred to Finance and Revenue.
2024-02-06 S Public Hearing held.
2024-02-12 S Work Session held.
2024-02-16 S Recommendation: Do pass with amendments. (Printed A-Eng.)
2024-02-19 S Second reading.
2024-02-20 S Third reading. Carried by Meek. Passed.
2024-02-21 H First reading. Referred to Speaker's desk.
2024-02-21 H Referred to Revenue.
2024-02-29 H Public Hearing held.
2024-03-04 H Work Session held.
2024-03-04 H Recommendation: Do pass.
2024-03-05 H Second reading.
2024-03-05 H Rules suspended. Third reading. Carried by Breese-Iverson. Passed.
2024-03-07 S President signed.
2024-03-07 H Speaker signed.
2024-03-27 S Governor signed.
2024-03-28 S Chapter 53, 2024 Laws.
2024-03-28 S Effective date, June 6, 2024.

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