Saturday, May 9, 2009

Maryland: Amnesty Set for September 1st!

Recent legislation (S.B. 552) signed by the Governor of Maryland, creates an amnesty program set to begin September 1st and run through October 30, 2009.

Amnesty from what?

The amnesty program applies to taxpayers who failed to file a return or pay personal income, corporate income, withholding, sales and use, or admissions and amusement taxes.

Benefits of Amnesty?

Under the program, Maryland will waive civil penalties (except previously assessed fraud penalties), and half of the interest due.

What must a taxpayer do?

A taxpayer must file all delinquent returns, pay all of the tax, and half of the interest due; or enter into an agreement with the comptroller during the amnesty period.

Who doesn't qualify for the amnesty?

  1. Taxpayers who have more than 500 U.S. employees as of September 1, 2009 or are a member of a corporate group that has more than 500 employees
  2. Taxpayers who participated in the 2001 Maryland amnesty program
  3. Taxpayers who were eligible for the 2004 Delaware holding company settlement period

Applicability to Criminal Tax Offenses?

Taxpayers cannot be charged with a criminal tax offense arising out of any return filed or tax paid during the amnesty period, but amnesty does not apply to criminal charges that are already pending or under investigation.

Summary

It is in your best interest to consult a state tax professional before taking advantage of any amnesty program to ensure that you qualify, and to clearly understand the advantages and disadvantages of utilizing the program.

If you have any questions, please contact me at leveragesalt@earthlink.net

Click on the following link to access the bill:

http://mlis.state.md.us/2009rs/bills/sb/sb0552e.pdf

2 comments:

Steven said...

State tax amnesty programs seem like one of the only silver linings behind the current economic crisis.

With more and more states offering them, do you think it makes sense to wait before opting to participate in a voluntary disclosure program?

Also, I've heard NJ tax officials say that the terms of their VDP will likely be less generous after their amnesty program ends. This, combined with a increased penalties for not participating in the amnesty, seems like a strong incentive to participate in the amnesty program.

Brian Strahle, EA, MST said...

Thanks for the comment Steven.

Amnesty programs are an easy way to generate a one-time revenue boost, followed by continued compliance and revenue stream. Hence, that is why you see states implementing them "left and right."

In regards to whether a taxpayer should utilize an amnesty program or voluntary disclosure program, truly depends on the taxpayer's facts and circumstances (i.e., timing, period of noncompliance, tax dollars at stake, state's voluntary disclosure program vs. amnesty).

As you stated regarding New Jersey, amnesty programs are usually followed by periods of increased penalties and stricter enforcement; therefore, amnesty programs are good opportunities for taxpayers to get into compliance.

As always, each taxpayer's situation is different and should be evaluated to determine what is the best route.