HR1255119th CongressWALLET

Investing in Our Communities Act

Sponsored By: Representative Kustoff

Introduced

Summary

Redefines when a bond is treated as an advance refunding and narrows how refundings can be structured. This bill would create new categories that catch certain private activity refundings and set tighter timing, investment, and redemption rules to limit complex refunding deals that chase extra financial gains.

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Bill Overview

Analyzed Economic Effects

2 provisions identified: 0 benefits, 0 costs, 2 mixed.

New rules for advance refunding bonds

If enacted, the bill would reset which advance refundings count under tax rules. An issue would be described if it refunds certain private‑activity bonds, but not 501(c)(3) bonds. A bond could be advance‑refunded only once if issued after 1985, or up to twice if issued before 1986. Redemption would need present‑value savings and be by the earliest call date; for pre‑1986 bonds, at par or a premium of 3% or less. No redemption date could be before 90 days after the new issue. These changes would apply only to advance refunding bonds issued after enactment.

Tighter limits on refunding bond investments

If enacted, issuers would face stricter anti‑arbitrage rules on refundings. They could not use devices to gain extra profit beyond lower interest rates. Refunded‑bond proceeds in higher‑yield, non‑purpose investments would be capped at the smaller of 5% of proceeds or $100,000, for the share tied to the refunded bond. The initial temporary period would end fast: within 30 days for refunding‑bond proceeds, and on the refunding issue date for refunded‑bond proceeds.

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Sponsors & CoSponsors

Sponsor

Kustoff

TN • R

Cosponsors

  • Rep. Yakym, Rudy [R-IN-2]

    IN • R

    Sponsored 2/12/2025

  • Rep. Moore, Gwen [D-WI-4]

    WI • D

    Sponsored 2/12/2025

  • Rep. Panetta, Jimmy [D-CA-19]

    CA • D

    Sponsored 2/12/2025

  • Rep. Fitzpatrick, Brian K. [R-PA-1]

    PA • R

    Sponsored 9/2/2025

  • Rep. Chu, Judy [D-CA-28]

    CA • D

    Sponsored 9/2/2025

  • Luna

    FL • R

    Sponsored 3/3/2026

Roll Call Votes

No roll call votes available for this bill.

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