Health care coverage: tax returns: information sharing authorization and outreach.
Existing federal law, the Patient Protection and Affordable Care Act (PPACA) , requires each state to establish an American Health Benefit Exchange to facilitate the purchase of qualified health benefit plans. Existing state law creates the California Health Benefit Exchange (Exchange) , also known as Covered California, to facilitate the enrollment of qualified individuals and qualified small employers in qualified health plans as required under PPACA. Existing law requires every California resident, their spouse, and their dependents to be enrolled in and maintain minimum essential coverage for each month, except as specified, and requires the Exchange to administer a financial assistance program to help low-income and middle-income Californians access affordable health care coverage through the Exchange until January 1, 2023. Existing law requires the Franchise Tax Board to provide specified information to the Exchange regarding individuals who do not maintain minimum essential coverage, and requires the Exchange to annually conduct outreach and enrollment efforts with those individuals. Existing law requires the Franchise Tax Board (board) to disclose to the Exchange individual income tax return information, as described, for purposes of conducting this outreach and enrollment effort to those individuals.
us/states/ca
California Legislature
20212022
SB 967
California SB 967 (20212022)
bill
Health care coverage: tax returns: information sharing authorization and outreach.
California SB 967 (20212022) — Health care coverage: tax returns: information sharing authorization and outreach.
Existing federal law, the Patient Protection and Affordable Care Act (PPACA) , requires each state to establish an American Health Benefit Exchange to facilitate the purchase of qualified health benefit plans. Existing state law creates the California Health Benefit Exchange (Exchange) , also known as Covered California, to facilitate the enrollment of qualified individuals and qualified small employers in qualified health plans as required under PPACA. Existing law requires every California resident, their spouse, and their dependents to be enrolled in and maintain minimum essential coverage for each month, except as specified, and requires the Exchange to administer a financial assistance program to help low-income and middle-income Californians access affordable health care coverage through the Exchange until January 1, 2023. Existing law requires the Franchise Tax Board to provide specified information to the Exchange regarding individuals who do not maintain minimum essential coverage, and requires the Exchange to annually conduct outreach and enrollment efforts with those individuals. Existing law requires the Franchise Tax Board (board) to disclose to the Exchange individual income tax return information, as described, for purposes of conducting this outreach and enrollment effort to those individuals.
Version chain
The bill's text revisions, in order — the diff chain from filing to enrollment.
Do pass and be re-referred to the Committee on [Revenue and Taxation] — 13–0 (pass) · lower
Do pass and be re-referred to the Committee on [Appropriations] — 10–0 (pass) · lower
Do pass, but first be re-referred to the Committee on [Appropriations] — 5–0 (pass) · upper
Do pass. — 15–0 (pass) · lower
Placed on suspense file — 7–0 (pass) · upper
SB 967 Hertzberg Senate Third Reading By Arambula — 76–0 (pass) · lower
Do pass as amended, but first amend, and re-refer to the Committee on [Governance and Finance] with the recommendation: To Consent Calendar — 11–0 (pass) · upper
Sponsors
Hertzberg — primary (person)
Akilah Weber — coauthor (person)
Arambula — principal coauthor (person)
Rubio — coauthor (person)
Timeline
The legislative action history — every referral, reading, and vote.
2022-02-10 Introduced. Read first time. To Com. on RLS. for assignment. To print. introduction, reading-1
2022-02-10 Article IV Section 8(a) of the Constitution and Joint Rule 55 dispensed with February 7, 2022, suspending the 30 calendar day requirement.
2022-02-11 From printer.
2022-02-23 Referred to Coms. on HEALTH and GOV. & F. referral-committee
2022-03-16 Set for hearing March 30.
2022-03-31 From committee: Do pass as amended and re-refer to Com. on GOV. & F. with recommendation: To consent calendar. (Ayes 11. Noes 0. Page 3273.) (March 30). amendment-passage, committee-passage, committee-passage-favorable
2022-04-04 Read second time and amended. Re-referred to Com. on GOV. & F. amendment-passage, reading-1, reading-2, referral-committee
2022-04-06 Set for hearing April 21.
2022-04-13 April 21 hearing postponed by committee.
2022-04-14 Set for hearing April 20.
2022-04-18 From committee with author's amendments. Read second time and amended. Re-referred to Com. on GOV. & F. amendment-passage, committee-passage, reading-1, reading-2, referral-committee
2022-04-20 From committee: Do pass and re-refer to Com. on APPR. (Ayes 5. Noes 0. Page 3459.) (April 20). Re-referred to Com. on APPR. committee-passage, committee-passage-favorable, referral-committee
2022-04-26 Set for hearing May 2.
2022-05-02 May 2 hearing: Placed on APPR suspense file.
2022-05-13 Set for hearing May 19.
2022-05-19 From committee: Do pass. (Ayes 7. Noes 0. Page 3777.) (May 19). committee-passage, committee-passage-favorable
2022-05-19 Read second time. Ordered to third reading. reading-1, reading-2
2022-05-23 Ordered to special consent calendar.
2022-05-25 Read third time. Passed. (Ayes 39. Noes 0. Page 3931.) Ordered to the Assembly. passage, reading-1, reading-3
2022-05-26 In Assembly. Read first time. Held at Desk. reading-1
2022-06-02 Referred to Coms. on HEALTH and REV. & TAX. referral-committee
2022-06-15 From committee: Do pass and re-refer to Com. on REV. & TAX. (Ayes 13. Noes 0.) (June 14). Re-referred to Com. on REV. & TAX. committee-passage, committee-passage-favorable, referral-committee
2022-06-28 From committee: Do pass and re-refer to Com. on APPR. (Ayes 10. Noes 0.) (June 27). Re-referred to Com. on APPR. committee-passage, committee-passage-favorable, referral-committee
2022-08-03 From committee: Do pass. (Ayes 15. Noes 0.) (August 3). committee-passage, committee-passage-favorable
2022-08-04 Read second time. Ordered to third reading. reading-1, reading-2
2022-08-11 Read third time. Passed. (Ayes 76. Noes 0. Page 5821.) Ordered to the Senate. passage, reading-1, reading-3
2022-08-11 In Senate. Ordered to engrossing and enrolling.
2022-08-17 Enrolled and presented to the Governor at 10:30 a.m.
2022-08-22 Approved by the Governor. executive-signature
2022-08-22 Chaptered by Secretary of State. Chapter 170, Statutes of 2022. became-law
Source
OpenStates / OpenCivicData bulk snapshot 2026-07-01; origin ocd-bill/cfc70f3a-b36c-4aca-a650-81ed286ddbe8. Confidence: reported (aggregated from official California legislature records).