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  5. Income Tax Advisory Workgroup Agenda - September 21, 2026

Income Tax Advisory Workgroup Agenda - September 21, 2026

Date: Monday, September 21, 2026
Time: 9:00 a.m. – 4:00 p.m.
Location: Tumwater, WA

Objective

Pass-Through Entities (PTEs), Federal Tax Considerations, and K-1 Discussion

Provide an overview of PTE entities and discuss what information should be reported for purposes of determining Washington’s high-earners income tax.

The Income Tax Advisory Workgroup, created under ESSB 6346 Section 712, is tasked with assisting the Department of Revenue in forming recommendations to address technical and equity issues that may arise during implementation and administration. The work group will prepare two required reports, a preliminary report in December 2026 and a final report in December 2027.

Agenda

Time Topics and presenters
9:00 a.m.  Welcome and Agenda Review (Morgan Montes, Department of Revenue)
9:10 a.m.  Income Tax Implementation & 5814 Update (Chelsea Brenegan, Lucas Kenall, and Tim Jennrich, Department of Revenue)
9:20 a.m.  Individuals with Pass through Entities (Helen Hecht and David Merrien, Multistate Tax Commission)
10:10 a.m.  Break
10:20 a.m.  How Pass through Entities Report Information through K-1 in Federal Tax Structure (Helen Hecht and David Merrien, Multistate Tax Commission)
11:00 a.m.  Income Tax Filing Exercise (Jasjit Basi, Michael Lantz, Department of Revenue and Adam Cline)
12:00 p.m.  Lunch
1:00 p.m.  Continue Income Tax Filing Exercise (Jasjit, Michael, Morgan Montes, Department of Revenue)
2:00 p.m.  Break
2:10 p.m.  K-1 Matrix Exercise (Brenton Madison, Chelsea Brenegan, Department of Revenue)
3:40 p.m.  Issue Template and Assignments (Morgan Montes and Victor Crosetti, Department of Revenue)
4:00 p.m.  Meeting Adjourned