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Oklahoma Legislature· HB 2942Recommendation to the full committee; Do Pass Appropriations and Budget Finance Subcommittee

An act relating to revenue and taxation, the official text

Shown verbatim: the complete text as captured from the official PDF posted by the Oklahoma Legislature, fetched 2026-07-23. Page and line markers are part of the official record; nothing is edited or removed. The official bill page.
1                            STATE OF OKLAHOMA

2   2nd Session of the 60th Legislature (2026)

3 HOUSE BILL 2942                     By: Hildebrant

4

5

6                            AS INTRODUCED

7   An Act relating to revenue and taxation; creating the

    Health Care Sharing Ministry Tax Parity Act;

8   providing legislative findings; defining terms;

    providing for income tax deduction; providing

9   procedure for claiming deduction; requiring Oklahoma

    Tax Commission to create forms and guidelines;

10  providing funds to be nontaxable; providing Oklahoma

    Tax Commission with administrative oversight;

11  providing penalties for fraudulent claims; providing

    for severability; providing for noncodification;

12  providing for codification; and providing an

    effective date.

13

14

15 BE IT ENACTED BY THE PEOPLE OF THE STATE OF OKLAHOMA:

16  SECTION 1.      NEW LAW  A new section of law not to be

17 codified in the Oklahoma Statutes reads as follows:

18  This act shall be known and may be cited as the "Health Care

19 Sharing Ministry Tax Parity Act".

20  SECTION 2.      NEW LAW  A new section of law not to be

21 codified in the Oklahoma Statutes reads as follows:

22  The Legislature finds and declares:

23  1. Health Care Sharing Ministries (HCSMs) play a significant

24 role in addressing medical needs for individuals and families,

    Req. No. 13948                                                 Page 1
1 providing financial and emotional support outside of health

2 insurance.

3   2. HCSMs enable their members to share health care costs in a

4 voluntary and community-focused manner consistent with their ethical

5 and religious beliefs.

6   3. Despite their critical function, HCSM contributions and

7 payments are not currently afforded the same tax treatment as health

8 insurance premiums under state law.

9   4. To ensure fairness and eliminate financial discrimination,

10 this act allows HCSM members to deduct qualifying expenses and

11 contributions on their state income tax returns, achieving tax

12 parity with health insurance plans.

13  SECTION 3.      NEW LAW    A new section of law to be codified

14 in the Oklahoma Statutes as Section 2358.111 of Title 68, unless

15 there is created a duplication in numbering, reads as follows:

16  A. As used in this act:

17  1. "Health Care Sharing Ministry" (HCSM) means a not-for-profit

18 organization that is tax-exempt under Section 501(c)(3) of the

19 Internal Revenue Code and:

20  a. limits its members to those who share a common set of

21              ethical or religious beliefs,

22  b. facilitates sharing of medical expenses between

23              members in accordance with its ethical or religious

24              beliefs,

    Req. No. 13948                                                 Page 2
1   c. requires regular contributions from members with no

2   assumption of risk or promise to pay for medical

3   expenses,

4   d. provides at least a quarterly report to members

5   detailing the amount of needs shared and contributions

6   received,

7   e. conducts an annual audit which is performed by an

8   independent certified public accounting firm in

9   accordance with generally accepted accounting

10  principles and which is made available to the public

11  upon request, and

12  f. provides a disclaimer stating that it is not an

13  insurance company and participation is voluntary;

14  2. "Qualified Health Care Sharing Expenses" means amounts paid

15 by a qualified individual as a member of an HCSM; and

16  3. "Qualified Individual" means any resident of Oklahoma who

17 has been an active member of an HCSM for at least one (1) month

18 during the applicable tax year.

19  B. 1. For tax years beginning on or after January 1, 2027, a

20 qualified individual is entitled to deduct the total amount of

21 qualified health care sharing expenses paid during the taxable year

22 from their adjusted gross income (AGI) on their Oklahoma state

23 income tax return.

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    Req. No. 13948                                                  Page 3
1      2. The deduction allowed under this section shall be applicable

2 to:

3      a. self-employed individuals, in the same manner as

4      deductions for health insurance premiums,

5      b. employer contributions toward HCSM membership for

6      employees, which shall be treated as nontaxable fringe

7      benefits, and

8      c. individuals paying amounts for HCSM membership for

9      themselves or their dependents.

10     C. 1. To claim the deduction, a qualified individual must:

11     a. submit documentation of membership and contributions

12     to an HCSM, including any records issued by the

13     ministry, and

14     b. file any additional forms or information required by

15     the Oklahoma Tax Commission to verify eligibility.

16     2. The Oklahoma Tax Commission shall develop forms, guidelines,

17 and procedures for the implementation of this section.

18     D. Funds received by a qualified individual from HCSM members

19 to assist with medical expenses shall not be considered taxable

20 income under Oklahoma state law.

21     E. The Oklahoma Tax Commission shall be responsible for

22 administering the provisions of this act. The Tax Commission shall

23 issue an annual report to the Legislature detailing the number of

24

    Req. No. 13948                                                  Page 4
1 deductions claimed, the total fiscal impact, and any other relevant

2 data.

3      F. Any individual who knowingly submits false documentation to

4 claim the deductions or exemptions under this act shall be subject

5 to:

6      1. Repayment of any income tax amount attributable to

7 improperly claimed deductions;

8      2. A civil penalty of Five Hundred Dollars ($500.00) per

9 offense; and

10     3. Ineligibility to claim deductions under this act for a

11 period of three (3) years.

12     G. If any provision of this act is found unconstitutional or

13 invalid by a court of competent jurisdiction, the remaining

14 provisions shall remain in full force and effect.

15     SECTION 4. This act shall become effective November 1, 2026.

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17     60-2-13948   AO         12/09/25

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    Req. No. 13948                                                Page 5
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