# 119-hr-8783: To amend the Internal Revenue Code of 1986 to exclude from gross income charitable distributions from certain employer-sponsored retirement plans, and for other purposes.

119-hr-8783, To amend the Internal Revenue Code of 1986 to exclude from gross income charitable distributions from certain employer-sponsored retirement plans, and for other purposes., is a 119th Congress bill sponsored by Rep. Beyer, Donald S. [D-VA-8] (D-VA); status introduced; PRIA reads it as touching household money (as of 2026-09-21).

- Canonical: https://policyrisk.com/legislation/119-hr-8783
- As of: 2026-09-21
- Plain-text twin of the page above; the HTML and this file carry the same facts.

## Facts
- Bill: 119-hr-8783
- Congress: 119
- Title: To amend the Internal Revenue Code of 1986 to exclude from gross income charitable distributions from certain employer-sponsored retirement plans, and for other purposes.
- Status: introduced
- Introduced: 2026-05-13
- Sponsor: Rep. Beyer, Donald S. [D-VA-8] (D-VA)
- Cosponsors: 2
- Policy area: Taxation
- Touches household money: yes
- Last recorded action: 2026-09-21

## Summary

**Allows tax-free charitable rollovers from employer-sponsored retirement plans.** This bill would expand the existing charitable distribution exclusion beyond IRAs to include certain employer plans and set an explicit age threshold for eligible donors. - Families and older donors: People aged 70½ or older would be able to make direct, tax-excluded donations from eligible employer plans to qualified charities, subject to an "applicable amount" cap defined in the bill. - Retirement savers and plan types: The exclusion would cover SEP and SIMPLE plans and would apply the new rules to 403(b) annuity contracts and 457(b) eligible deferred compensation plans, making more retirement assets usable for charitable giving. - Charities and plan sponsors: Transfers must be made directly by the plan to qualifying public charities and would exclude supporting organizations and certain donor-advised funds. The bill would take effect for distributions in taxable years beginning after enactment.

## Cosponsors (2)

- Rep. Kelly, Mike [R-PA-16] (R-PA), 2026-05-13T00:00:00.000Z
- Rep. Castor, Kathy [D-FL-14] (D-FL), 2026-08-31T00:00:00.000Z

## Provisions PRIA read

- Lower taxes for seniors' plan gifts: benefit, high. You would be able to exclude certain direct charitable payouts from your employer retirement plan from taxable income. The rule would apply only if the plan pays the charity directly and you are at least age 70½ when the payout is made. It would cover qualified employer plans, including SEP, SIMPLE…

## Related bills

- 119-hr-6900: American Affordability Act of 2025
- 119-hr-7977: Energy Bills Relief Act
- 119-hr-9237: Take Care of America’s Veterans Act
- 119-hr-7973: Momnibus Act
- 119-hr-4206: CONNECT for Health Act of 2025
- 119-hr-1065: Protect Our Letter Carriers Act of 2025

## Sources
- [119-hr-8783 on Congress.gov](https://www.congress.gov/bill/119th-congress/house-bill/8783)

## Related
- [119-hr-6900: American Affordability Act of 2025](https://policyrisk.com/legislation/119-hr-6900)
- [119-hr-7977: Energy Bills Relief Act](https://policyrisk.com/legislation/119-hr-7977)
- [119-hr-9237: Take Care of America’s Veterans Act](https://policyrisk.com/legislation/119-hr-9237)
- [119-hr-7973: Momnibus Act](https://policyrisk.com/legislation/119-hr-7973)
- [119-hr-4206: CONNECT for Health Act of 2025](https://policyrisk.com/legislation/119-hr-4206)
- [119-hr-1065: Protect Our Letter Carriers Act of 2025](https://policyrisk.com/legislation/119-hr-1065)
- [All bills in Congress](https://policyrisk.com/legislation)

Source: PRIA, https://policyrisk.com/legislation/119-hr-8783 (as of 2026-09-21).