Help Repeal Section 174 Innovation Tax
The “Innovation Tax” is a result of the 2017 Tax Cuts and Jobs Act (TCJA) and requires amortization of Research and Experimentation (similar to R&D) expenses, starting with tax year 2022. For R&D conducted in the US, only 10% of the costs can be expensed in the year in which they are incurred (year 1), followed by 20% for each of the next 4 years (years 2-5), and then the final 10% in year 6. While this is a burden for all companies who conduct R&D, it is especially devastating for early-stage, pre-revenue companies, who may have to pay the Innovation Tax before they have any profit or any means with which to pay the tax. According to a 2019 report by Ernst & Young, the Innovation Tax will result in approximately $4 Billion per year in decreased R&D spending, starting in 2022 – for perspective, this is the size of the entire SBIR/STTR program. Unfortunately, early-stage businesses typically do not have funds to engage in expensive lobbying efforts. Our objective is to provide a central resource for businesses impacted by the Innovation Tax, so that we can collectively tell our story to Congress, and benefit from our strength in numbers.
Read dozens of heartbreaking stories about how the Innovation Tax has impacted many of the most innovative businesses in our nation.
As of April 2024, a bill that would fix the Innovation Tax remains stalled in the Senate. It is essential that we all continue to reach our to our Senators to share our stories about how the Innovation Tax is devastating entrepreneurship in America.
January 31, 2024 – THE HOUSE APPROVES The Tax Relief for American Families and Workers Act that retroactively repeals the Innovation Tax by a vote of 357-70! The Senate will be a much bigger challenge, but TOGETHER we can do this! CALL your Senator today to let them know how critical this bill is for your business!
1) CALL your Senators on Capitol Hill: 202-225-3121
2) Email your Senators using this convenient form, provided by the Clean Energy Business Network!
- January 23, 2024: OpEd “R&D Firms to Congress: Don’t Hang Us Out to Dry With Apocalyptic Taxes!” in Real Clear Energy
- January 19, 2024: A bipartisan bill has been introduced called the Tax Relief for American Families and Workers Act of 2024 that would repeal the Innovation Tax through 2025! NOW is the time to reach out to Congress to urge their support of this bill that is critical for the future of US Innovation!
- January 17, 2023: Charlotte Business Alliance sends letter to Senator Tillis, urging his support for the “Tax Relief for American Families and Workers Act of 2024“. The letter states, “Being able to expense R&D expenditures in the year they are incurred under Section 174 of the Internal Revenue Code is critical to many businesses’ continued viability.”
- January 16, 2023: Senate Finance Chair Ron Wyden (D-Ore.) and House Ways and Means Chair Jason Smith (R-Mo.) announce a bipartisan deal to defer the Innovation Tax on US R&D, retroactive to the 2022 tax year!
- December 11, 2023: News & Observer publishes an article on the impact of the Innovation Tax. The article quotes 2 Congressional Leaders (a Republican and a Democrat), who express bipartisan support for repealing the tax:
A spokesperson for Republican Senator Thom Tillis stated, “restoring full expensing under Section 174 is one of Senator Tillis’ top priorities.”
A spokesperson for Democratic Rep. Valerie Foushee said “local businesses and innovators who have earned and receive support through government funding and federally funded research grants should not be subjected to crippling tax bills that are based on the grants awarded to them.” - Read more at: https://www.newsobserver.com/news/business/article282801323.html#storylink=cpy
- December 4, 2023: Over 1,000 small business leaders representing all 50 states have sent a letter to Congress urging immediate deferment of the Innovation Tax.
- November 30, 2023: North Carolina’s Secretary of Commerce, Machelle Sanders, Urges Congress to Defer Innovation Tax. According to Secretary Sanders, “Section 174 could dramatically reduce the ability of North Carolina entrepreneurs to develop novel products and processes that create new jobs.”
- November 29, 2023: Congressman Yakim leads nearly 150 Republicans in sending a letter to House Speaker Mike Johnson encouraging immediate reversal of the Innovation Tax.
1. Call your Members of Congress
Urgent Action: Call your Reps directly at 202-225-3121. Find your Senators here and your House Rep here (enter your zip code top right then click to their website and click “Contact”)
2. Sign Letter to Congress to Repeal Innovation Tax
Update: As of December 4, 2023, we have reached 1000+ co-signers from all 50 States and have sent the letter to Congress!!!
More co-signers are welcome!! Each additional co-signer makes our case even more compelling! SIGN HERE!
3. Share your Story of how the Innovation Tax has impacted your company with outreach@evagarland.com.
We are collecting these stories to share with Congress and media to portray the dire impact of the Innovation Tax on individual companies throughout the US.
4. Engage the Media
- Contact TV/radio/print media to share your story.
- Post your story on social media and tag Ways & Means and Senate Finance Committees and their Chairs and Ranking Members:
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- R: @WaysandMeansGOP | @SenFinance | @RepJasonSmith | @MikeCrapo
- D: @WaysMeansCmte | @SenateFinance | @RepRichardNeal | @RonWyden
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5. Send Your Story to SBIR/STTR Agencies
- Use “SECTION 174” as email subject line and explain the harmful impact of the tax on your company.
+ All SBIR/STTR recipients: technology@sba.gov
+ NSF SBIR/STTR recipients: sbir@nsf.gov
+ NIH SBIR/STTR recipients: seedinfo@nih.gov
+ DOD SBIR/STTR recipients: susan.r.celis.civ@mail.mil
Please share all your outreach with outreach@evagarland.com so we can collaborate and spread the word on Capitol Hill!
- “Tax Relief for American Families and Workers Act of 2024” (H.R. 7024)
- Slide deck overview of Innovation Tax
- Letter to Congress (co-signed by 1000+ companies, sent 12/4/23)
- Innovation Tax Case Studies
- IRS Guidance on Amortization of Specified Research or Experimental Expenditures under Section 174 (Issued Sept 8, 2023)
- R&D Firms to Congress: Don’t Hang Us Out to Dry With Apocalyptic Taxes!, Real Clear Energy (January 23, 2024)
- The bipartisan deal that’s gaining momentum, Politico (January 19, 2024).
- Fix for innovation tax in sight? Startups feeling ‘cautious optimism’, Triangle Business Journal (January 19, 2024)
- Congress Explores Curbing Pandemic Tax Break in Bid for Last-Ditch Deal, Wall Street Journal (January 16, 2024)
- Tax breaks for parents, businesses possible in last-minute deal, Politico (January 16, 2024)
- Why is this startup slashing its R&D budget?, ROI-NJ (January 10, 2024)
- ‘This is so crazy.’ Tax spike pushes NC researchers to the brink of bankruptcy”, News & Observer (December 11, 2023)
- Triangle Entrepreneurs Scramble to Survive “Innovation Tax”, TBJ (December 6, 2023)
- “End of key tax break could spell doom – and surprise bills – for some businesses”, BizJournals (November 17, 2023)
- “Shifting Tax Code is “Crushing” for Corporate R&D Viability”, Bloomberg Industry Group: Daily Tax Report (Nov. 14, 2023)
- “Some Business Owners Are Facing Giant Tax Bills. Why Congress Hasn’t Done Anything”, Wall Street Journal (September 11, 2023)
“It’s the most un-American thing I’ve ever heard of, to tax innovation”
– Melissa DeRosier, CEO, 3C Institute and 3C Family Services