FAQs

How does the latest 4.94% tax rate affect multistate policies with effective dates on or after July 1, 2020?

Nov 20, 2020, 00:00 AM
Title : How does the latest 4.94% tax rate affect multistate policies with effective dates on or after July 1, 2020?
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Multistate policies effective on or after July 1, 2020, with Florida as the home state, are taxed at 4.94% for the Florida portion and 4.94% for the rest of the states, as well. 

For example, if you have a Florida home state policy effective on July 2, 2020, broken out as follows:

  • Florida = $5,000
  • Georgia = $2,000
  • Alabama = $2,000

It would be reported in SLIP+ as: Florida = $5,000 and Non-Florida = $4,000.

Premium is taxed at 4.94%, regardless of the state in which there is exposure. Any subsequent endorsements would be reported to FSLSO with the Florida and Non-Florida premium breakdown, and the entire premium would be taxed at 4.94%.

The tax rate reduction does not apply to independently procured coverage (IPC). IPC policies are subject to a premium tax at the rate of 5% pursuant to F.S. 626.938. IPC multistate policies where Florida is the home state are taxed based on that respective state's tax rate and percentage of exposure.
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  • FAQ Taxes, Fees, and Assessments