SB 999 California Senate · 2025-2026 Regular Session

Franchise Tax Board: reporting requirements.

Summary

Existing law requires the Franchise Tax Board, on or before March 1, 2022, and annually on or before March 1 thereafter, to report certain information to the Legislature regarding health coverage penalties paid by households, in addition to related information. This bill would change the annual reporting deadline to April 1, as provided.

Bill status passed both 4 of 5 stages cleared

Introduction

Feb 2026

Committee Review

Jun 2026

Senate Passage

Apr 2026

Assembly Passage

Aug 2026

Governor

Introduced Feb 9, 2026 Last action Aug 30, 2026

Maddy AI version diff · 3 comparisons

What changed between versions

08/06/26 - Amended Assembly → 08/27/26 - Enrolled · 1 edit · Aug 27, 2026

MINOR

SB 999 moved from its Amended Assembly version to the Enrolled version with no new substantive policy changes. The only policy modification, already made in the Assembly amendment, is changing the Franchise Tax Board's annual reporting deadline on health coverage penalties from March 1 to April 1. All other differences are procedural: passage dates were added, the Governor's approval block was inserted, and formatting/line-number markup was cleaned up for the final enrolled text.

TIMELINE

The annual reporting deadline for the Franchise Tax Board's report on household health coverage penalties is changed from March 1 to April 1. This gives the FTB an additional month to compile and submit data on penalty amounts, exemptions, and poverty-level breakdowns.

Floor votes · Senate Apr 16, 2026 · Assembly Aug 24, 2026

How they voted

38–0

Passed · 2 other

Total votes 40

Apr 16, 2026

D Democratic30

29 Yea 1

96% Yea

R Republican10

9 Yea 1

90% Yea

Vote distribution

All Yea All Nay Mixed No data

Full legislative history

Actions timeline

Total actions

Key actions

Committee

Amendments

Aug 25, 2026

Upper · Passed

Assembly amendments concurred in. (Ayes 39. Noes 0.) Ordered to engrossing and enrolling.

upper

Aug 24, 2026

Introduced

In Senate. Concurrence in Assembly amendments pending.

upper

Aug 24, 2026

Lower · Passed

Read third time. Passed. Ordered to the Senate.

lower

Aug 6, 2026

Lower · Passed

Read second time and amended. Ordered to second reading.

lower

Aug 5, 2026

Lower · Passed

From committee: Do pass as amended. (Ayes 13. Noes 1.) (August 5).

lower

Jun 9, 2026

Lower · Passed

From committee: Do pass and re-refer to Com. on APPR. (Ayes 5. Noes 2.) (June 8). Re-referred to Com. on APPR.

lower

May 4, 2026

Committee

Referred to Com. on REV. & TAX.

lower

Apr 16, 2026

Upper · Passed

Read third time. Passed. (Ayes 38. Noes 0. Page 3920.) Ordered to the Assembly.

upper

Apr 13, 2026

Upper · Passed

From committee: Be ordered to second reading pursuant to Senate Rule 28.8 and ordered to consent calendar.

upper

Mar 25, 2026

Upper · Passed

From committee: Do pass and re-refer to Com. on APPR. with recommendation: To consent calendar. (Ayes 5. Noes 0. Page 3691.) (March 25). Re-referred to Com. on APPR.

upper

Feb 18, 2026

Committee

Referred to Com. on REV. & TAX.

upper

Feb 9, 2026

Introduced

Introduced. Read first time. To Com. on RLS. for assignment. To print.

upper

1 primary · 0 co-sponsors