HB5525

ESTATE TAX-EXCLUSION AMOUNT

Introduced·2/6/26
Introduced Text

Illinois HB5525 aligns the state's estate tax exclusion amount with the federal exclusion amount.

Illinois HB5525 amends the Illinois Estate and Generation-Skipping Transfer Tax Act to adjust the exclusion amount for estate tax purposes. Effective for individuals dying on or after January 1, 2027, the exclusion amount will be calculated under Section 2010 of the Internal Revenue Code, including any unused spousal exclusion amount. This change aligns the state's estate tax exclusion with the federal exclusion, ensuring consistency between state and federal tax laws.

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Where it stands

Current
Rules Committee
Next
Committee decision

Sponsors

0
1
R
Democratic CaucusRepublican Caucus

Calendar

Mar 26

8:00 AM

House Revenue & Finance Committee Hearing

Mar 26

8:01 AM

House Income Tax Subcommittee Committee Hearing

History

Mar 27

House

Rule 19(a) / Re-referred to Rules Committee

Mar 18

House

Assigned to Revenue & Finance Committee

Feb 13

House

First Reading