'Big, Beautiful Bill' Signed Into Law Significant Changes Coming to Tax & Benefits Systems

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On July 4th, the “Big Beautiful Bill” was signed into law, making significant changes to the nation’s tax and benefits systems and expanding certain housing and economic development policies. According to a statement from the National Housing Conference (NHC) on the bill’s passage, the housing provisions within it include:

Permanent expansions to the Low Income Housing Tax Credit (LIHTC)

  • Permanent 12% increase in the allocation for the 9% Housing Credit.
  • Reduction in the bond financing threshold from 50% to 25%.

Permanent extension of the New Markets Tax Credit (NMTC)

Permanent extension of Opportunity Zones (OZs) and:

  • Authorization for the designation of OZs every 10 years
  • 30% step-up in basis for investments in rural qualified opportunity funds (QOFs) and apply to year-by-year basis
  • Seven-year deferral window
  • Reporting requirements and $15MM in appropriations to the IRS for implementation
  • Does not include affordable housing incentives

Permanent extension of the $750,000 mortgage limitation for the mortgage interest deduction (MID)

  • The MID limitation would have reverted to $1,000,000 permanently at the end of this year. The bill makes permanent the lower cap of $750,000 created by the Tax Cut and Jobs Act (TCJA) of 2017 for years 2018 through 2025

Permanently reinstates the mortgage insurance premium (MIP) deduction.

  • The MIP was originally created in the Tax Relief and Health Care Act of 2006 and has been extended several times since. It expired on December 31, 2021

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