[HN Gopher] The time bomb in the tax code that's fueling mass te...
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       The time bomb in the tax code that's fueling mass tech layoffs
        
       Author : booleanbetrayal
       Score  : 377 points
       Date   : 2025-06-04 13:30 UTC (2 days ago)
        
 (HTM) web link (qz.com)
 (TXT) w3m dump (qz.com)
        
       | dtagames wrote:
       | This doesn't explain the mass tech layoffs. According to the
       | article, the rule applies to R&D. The vast majority of tech
       | workers laid off in the last two years didn't work in research
       | and development. They wrote regular software for sale, like
       | games, for example.
       | 
       | The games industry, while hugely profitable and bigger than TV,
       | movies, and music combined, laid off tens of thousands of people.
       | It's unmitigated greed is all it is.
        
         | tjchear wrote:
         | > For almost 70 years, American companies could deduct 100% of
         | qualified research and development spending in the year they
         | incurred the costs. Salaries, software, contractor payments --
         | if it contributed to creating or improving a product, it came
         | off the top of a firm's taxable income.
         | 
         | According to the article, as long as the tech workers
         | contribute to improving or creating a product (be it games or
         | apps), they count as R&D cost.
        
           | dtagames wrote:
           | I worked in games 2 years before the studio shutdown. It
           | wasn't because of "R&D" tax breaks. None of the recent
           | layoffs or studio closures are explained by that. Nor are the
           | Microsoft, Dell, or Intel layoffs which aren't game-related.
        
           | gregw2 wrote:
           | To qualify for R&D tax breaks, IIRC having identified
           | qualifying work for a segment of my firm, there must be
           | elements of hypothesis, experimentation, results, etc that I
           | would consider more science-y 'Research' than just turn the
           | crank software 'Development.' It has to be both. And that has
           | to be documented. And offshore research+development doesn't
           | get you a tax break. The irony is that the R+D tax actually
           | discourages onshore pure development as a 'trade' and
           | encourages a split of onshore R+D and offshore D.
           | 
           | This sort of thing appears to be self-reported; I don't know
           | if it ever gets audited. I don't know if big tech lies or
           | creatively interprets what counts and that has contributed to
           | the issue. But this article sort of over-represents what
           | qualifies as R&D for US tax purposes.
        
             | ghc wrote:
             | Under the new rules, _all_ software development, excluding
             | bug fixes, _must_ be expensed in this manner.  "Turn the
             | crank" development is included.
             | 
             | https://larsco.com/blog/section-174-updates-navigating-
             | the-i...
        
               | ndriscoll wrote:
               | Which makes sense. Software is functionally a capital
               | asset, so really it should be depreciated across the
               | length of the copyright term (unless the company wants to
               | release it to the public domain to fully depreciate it
               | early).
        
               | robocat wrote:
               | Maybe software should be a capital asset, but these
               | depreciation rules don't fix that issue.
               | 
               | The rule says if you pay someone $200k to develop
               | software: then you now have a $200k asset that then
               | devalues to value of $0 over 5 years (starting midyear).
               | That's just plain _weird_.
               | 
               | For our example a depreciation table might look like:
               | Year, %Amortized, Amount       2025 10% $20,000
               | 2026 20% $40,000       2027 20% $40,000       2028 20%
               | $40,000       2029 20% $40,000       2030 10% $20,000
               | 
               | The final effect of the 174 rule change is that you still
               | finally end up with a software asset worth $0. However
               | you now have taxable income of $200k in year one and
               | expenses equalling $200k spread over 5 years. The taxes
               | paid could be a lot: although the taxation money is
               | really just being lent to the government for a few years
               | at 0%. The actual financial costs are fucking
               | complicated.
               | 
               | Understanding accounting and taxes are two absolutely
               | essential skills if you ever wish to be a founder (and
               | useful anyways).
               | 
               | Finding a solution to dealing with the valuation of
               | assets is difficult. The historical solution of
               | depreciation is broken for software, intellectual
               | property and goodwill. In theory, taxes on dividends and
               | capital gains taxation already deal with the issue
               | (company taxation at x% kinda ends up at $0 because the
               | shareholder pays y% and claims back the x% through
               | imputation).
               | 
               | And remember that salaries are properly taxed.
        
               | ndriscoll wrote:
               | Right, that weirdness is why it should be depreciated
               | over the length of the copyright term. You spend $200k
               | this year, and now you have a useful asset for the next
               | 95 years (or 120 years if you never publish it).
               | 
               | If it turns out it's not useful, we could then allow
               | companies publish the source and release it into the
               | public domain to immediately "destroy" the asset (the
               | copyright) and claim their deduction. So failed r&d
               | projects would be deductible right away as long as the
               | public gets them, and ones that result in a useful asset
               | get depreciated based on how long they actually last,
               | which is currently potentially multiple lifetimes.
        
               | jameshart wrote:
               | I get your thinking here but copyright isn't the only
               | relevant intellectual property constraint.
               | 
               | Software built by a business is a trade secret
               | independent of its copyrightability. Even after the
               | expiry of copyright a business can continue to exploit it
               | as a proprietary asset.
        
               | kelnos wrote:
               | I don't think copyright term is a good rubric/measure
               | here. For SaaS, a company can keep the software locked up
               | indefinitely, regardless of copyright term. Employees can
               | be contractually obligated not to publish source code,
               | even if the copyright has expired.
               | 
               | Amortizing development cost over the useful life of the
               | software is maybe a reasonable thing to do (I don't think
               | it is, but let's for a minute say I agree), but
               | determining "useful life" is not simple.
        
             | nitwit005 wrote:
             | At the last couple of companies we worked at, they just
             | sent out surveys on what time went to different activities.
             | We couldn't possibly fill that out honestly, as that wasn't
             | tracked.
             | 
             | Which, I think is an overlooked part of this. They must
             | constantly have gotten feedback that people were lying to
             | them.
        
         | jewelry wrote:
         | Greed is too easy as a target.. industry space has shifted
         | because of slower innovation and less growth, so cost cutting
         | being more a focus would be a reasonable strategy
        
           | dtagames wrote:
           | If your company is already profitable to the tune of billions
           | annually, "cost cutting" isn't necessary. You're just cutting
           | people out of jobs and out of economic participation in
           | society -- which affects a far larger group than just
           | themselves when those folks can't spend their salaries in
           | other businesses.
           | 
           | There is no justification for "cost cutting" when it hurts
           | the larger economy. If the company were _losing_ money, that
           | would be different, but these mass layoffs are all from firms
           | that make obscene, enviable levels of profit. It 's greed.
        
             | RobGR wrote:
             | You can call any self-interested decision "greed" if you
             | need to just turn off your brain and emote.
             | 
             | But they were making high profits for decades, and being
             | greedy for decades. Then there were a lot of layoffs. What
             | changed ?
        
             | orangecat wrote:
             | If a company is making $10 billion in annual profits, and
             | they discover that they're spending $100 million on a
             | useless project, are they morally obligated to continue
             | that spending indefinitely?
             | 
             |  _There is no justification for "cost cutting" when it
             | hurts the larger economy._
             | 
             | It is not good for the economy to have people doing work
             | that doesn't produce value.
        
         | jokethrowaway wrote:
         | You are correct saying it's not the R&D deductions.
         | 
         | But it's not "greed": it's the end of zero interest rate
         | policies.
         | 
         | https://newsletter.pragmaticengineer.com/p/zirp
        
         | mywittyname wrote:
         | > The vast majority of tech workers laid off in the last two
         | years didn't work in research and development.
         | 
         | I bet they were classified as R&D for accounting purposes.
         | Product development largely falls into R&D - it doesn't matter
         | what the product being developed is for.
         | 
         | Every job I had at a megacorp was classified as R&D, and I know
         | because I had to track hours against such.
        
           | demosthanos wrote:
           | > I bet they were classified as R&D for accounting purposes.
           | 
           | It's not just that. Section 174 now explicitly calls out
           | Software as always being an R&D expense:
           | 
           | > (3) Software development
           | 
           | > For purposes of this section, any amount paid or incurred
           | in connection with the development of any software shall be
           | treated as a research or experimental expenditure.
           | 
           | https://www.law.cornell.edu/uscode/text/26/174
        
         | kelnos wrote:
         | > _They wrote regular software for sale, like games, for
         | example._
         | 
         | Even though it sounds unintuitive, that activity is considered
         | R&D for tax purposes.
        
         | jen20 wrote:
         | > They wrote regular software for sale, like games, for
         | example.
         | 
         | Wrote software, like, you know, "developed" it?
        
       | potato3732842 wrote:
       | >The delayed change to Section 174 -- from immediate expensing of
       | R&D to mandatory amortization, meaning that companies must spread
       | the deduction out in smaller chunks over five or even 15-year
       | periods.
       | 
       | Doesn't this just amortize out to be roughly the same amount of
       | deduction over the long term?
       | 
       | All the big companies mentioned should be relatively unaffected
       | over an N>5 year time period. Also this was something that's been
       | in the works for years so their accountants should have been
       | planning for it so it wasn't a financial shock (and company
       | financials seem to indicate no such shock).
        
         | yesfitz wrote:
         | If you look at the time value of money[1], a $1,00,000
         | deduction this year is worth more than $200,000 deductions over
         | the next 5 years.
         | 
         | But more importantly, the article claims it was used as a tax
         | shield to grow.
         | 
         | "Basically, as long as spending counted as R&D, companies could
         | report losses to investors while owing almost nothing to the
         | IRS."
         | 
         | "Once those same expenses had to be spread out, or amortized,
         | over multiple years, the tax shield vanished. Companies that
         | were still burning cash suddenly looked profitable on paper,
         | triggering real tax bills on imaginary gains."
         | 
         | 1: https://www.investopedia.com/terms/t/timevalueofmoney.asp
        
           | potato3732842 wrote:
           | Sure, but that doesn't account for the allegedly apocalyptic
           | layoffs from companies that don't fit into the "real taxes on
           | imaginary gains" mold.
           | 
           | I get that this is bad for the VC monopoly bucks scene, but
           | they were already down for the most part. If the changes are
           | as the article alleges than all these big tech companies that
           | are posting huge layoffs should mostly be fine because it's
           | not a serious change from status quo for them.
        
             | JamesBarney wrote:
             | Interest rates are bigger motivator of the layoffs than
             | these changes. When interest rates are high that means
             | investors far more heavily prioritize profits today over
             | profits tomorrow.
             | 
             | This tax change just made it worse.
        
             | TheTaytay wrote:
             | My company was affected. The amount of money paid in taxes
             | more than quadrupled from one year to the next.
             | 
             | It hurt small businesses that were slightly profitable. No
             | one else. VC shops aren't profitable anyway, so no taxes to
             | pay. Microsoft took a 4 or 5 billion dollar write off, but
             | they can literally write a 5 billion dollar check.
             | 
             | The issue is that the IRS wants you to pay them today on
             | profits and cash that literally don't exist. You make $1M
             | in revenue and pay 5 developers 200k/year? You have no
             | money left at the end of the year, but you pay taxes as if
             | you profited about 900k.
        
         | HWR_14 wrote:
         | > Doesn't this just amortize out to be roughly the same amount
         | of deduction over the long term?
         | 
         | With steady enough employment numbers, sure. Google has a weird
         | one-time cost where they get hit with extra taxes at 80%, 60%,
         | 40% and 20% of their employee's salaries for five-years and
         | then it's all balanced. You can turn the money Google needs to
         | borrow (or not invest) at some interest rate into a known
         | number.
         | 
         | Any startup that is cash poor and especially one that is
         | growing struggles. In year 3 you get to write off 20% of year
         | 1's salaries, 20% of year 2's salaries and 20% of year 3's
         | salaries.
        
         | ak217 wrote:
         | Yes, if you are a profitable company operating at a steady
         | state and your investors have a time horizon of (in other
         | words, are locked in for) a decade or more.
         | 
         | Most companies in question don't fit these criteria. They are
         | either large public companies subject to the reactions of the
         | market to quarterly earnings, or small private startups that
         | have limited cash (a runway of far less than 5 years) and are
         | facing a perfect storm of a historic rise in the cost of
         | capital coinciding with this change.
         | 
         | In either case, their cost of labor just went up by a lot and
         | will continue to cause layoffs, labor market shrinkage, and
         | diminished ability to develop new products.
        
         | kelnos wrote:
         | > _Doesn 't this just amortize out to be roughly the same
         | amount of deduction over the long term?_
         | 
         | Yes, but if your business is not yet profitable, having to pay
         | tax on money you don't actually have in the bank (because
         | expenses exceeded revenue during the year) will cut into your
         | runway, perhaps to the point that your company might not exist
         | in five years... or even two or three.
        
           | rvba wrote:
           | Google, Facebook, Microsoft and many other of those old big
           | companies are profitable though and they dont go anywhere in
           | next 5 years (even if first 2 bleed out users)
        
       | mensetmanusman wrote:
       | I wonder if this was an unintended consequence, or if the
       | politicians backed by big business really wanted to disrupt the
       | software infrastructure.
        
         | LiquidSky wrote:
         | If this article is accurate it doesn't sound like it. The
         | change was a political tactic to make the tax bill it was part
         | of comply with Senate budget rules on paper. Apparently this is
         | a common tactic with tax bills, with the expectation that the
         | changes will be repealed or altered in a later bill. There is a
         | movement to repeal this change, but the effects have already
         | been felt.
        
           | bigbadfeline wrote:
           | > Apparently this is a common tactic with tax bills, with the
           | expectation that the changes will be repealed or altered in a
           | later bill.
           | 
           | None of this adds up. You're saying, the legislators were
           | trying to cheat and because it's a "common tactic" that kind
           | of cheating is somehow good, but it's bad when the cheating
           | doesn't go through?
           | 
           | On the other hand, being a common tactic implies that the
           | possibility of it remaining in the books was well understood,
           | and the declared "expectations" carry zero weight as
           | evidence, even less than zero when coming from politicians.
           | 
           | Legislation like that has far reaching consequences and
           | pretend "surprise" just confirms the intent behind it. It's
           | only prudent to assume that we have a common tactic case of
           | throwing sheet at the wall to see _for how long_ it 'll
           | stick. If there's no backlash the "tactic" will remain there
           | forever.
           | 
           | As another example of the same common tactic, consider the
           | fact that all popular browsers have been used as Trojan
           | horses into the users' local networks for like forever. At
           | some point back in 2015 somebody objected so the browser
           | makers started talking about fixing the problem but then
           | stopped talking without fixing it because public opinion
           | moved on to other areas affected by abundant sticky
           | materials... Thus, that particular sheet remained on the wall
           | for another 10 years and counting, and the story may repeat
           | itself again.
        
             | jrs235 wrote:
             | When using bill reconciliation in order to avoid Senate
             | filibusters to pass a budget, certain conditions must be
             | met otherwise regular Senate rules and the need for 60
             | Senators to be onboard to avoid a filibuster come into
             | play.
             | 
             | It's not cheating, it's playing by different rules to get
             | most of what you want/need done and then sometimes those
             | that played and gambled were intending to, or hoped to,
             | make the changes later that require rules. Their hope is
             | that 60+ Senators would be onboard for those changes
             | because they (those that gambled and pushed the budget bill
             | thru) managed to get what they wanted at the expense of
             | #$%#ing something up that most others would then be willing
             | to fix/address.
        
               | axus wrote:
               | Agreed. If the members of the majority party can
               | compromise within their single-party system, and play by
               | certain rules, everyone else is powerless to amend or
               | block the legislation.
        
             | snowwrestler wrote:
             | In tax policy, every single change looks reasonable to one
             | interest group, and like a cheat to a different interest
             | group. That is just the nature of tax policy. Any change
             | hurts some people, harms others.
             | 
             | Changes to Section 174 happen rarely and are not a "common
             | tactic." Changes to tax policy in general are common,
             | especially in the reconciliation process. They can have
             | unforeseen side effects. As well as side effects that are
             | foreseen but considered more acceptable than other side
             | effects.
        
               | macintux wrote:
               | > Any change hurts some people, harms others.
               | 
               | Not quite the sentiment you intended.
        
               | snowwrestler wrote:
               | Ha! Call it a Freudian slip...
        
             | kelnos wrote:
             | > _You 're saying, the legislators were trying to cheat and
             | because it's a "common tactic" that kind of cheating is
             | somehow good, but it's bad when the cheating doesn't go
             | through?_
             | 
             | I don't think GP made any kind of value judgment either
             | way; they were just stating how things seem to usually
             | work.
        
         | glookler wrote:
         | Around ~2010 I still had a lot of coworkers who claimed tech
         | was basically incapable of defending its interests against
         | other sectors. Maybe a bit different than today. I don't doubt
         | that they thought they would get this repealed, but I would
         | suspect the risk of the live grenade went to the sector with
         | the least lobbying competence per revenue for the tax
         | equations.
        
         | creer wrote:
         | It was a very explicit change with its own very specific
         | paragraph. Some stuff can be unintentional. This could not.
        
       | dashqueen wrote:
       | This doesn't quite fit into the article and is probably too
       | inside baseball for a general business audience, but as I see it,
       | there's a real and serious argument to be made here about how
       | Section 174 changes restructured the cost architecture of tech
       | employment (yes, even for big, cash-rich companies). When
       | salaries could be fully expensed, the effective marginal cost of
       | headcount was lower. Amortization means the same engineer now
       | triggers a significantly bigger near-term tax bill. At scale,
       | that's a serious shift in how labor costs flow through the P&L...
       | functionally, op-ex becomes capex, and cash flow implications for
       | big players run into the billions. But maybe it's me!
        
         | walterbell wrote:
         | _> op-ex becomes capex_
         | 
         | i.e. some humans get the same tax treatment as humanoid robots,
         | while LLMs ("AI") are always deductible as op-ex, regardless of
         | function.
         | 
         | Draft 2025 spending bill in Congress would revert Section 174
         | changes for 2026-2029.
        
           | nickff wrote:
           | Only external LLM use is 'always deductable as op-ex'. If you
           | build your own server farm and/or developer your own LLM,
           | those are capital expenses which must be depreciated.
        
         | reactordev wrote:
         | Contractors licking their lips at the prospect of being a
         | clients op-ex. I think you're right and hence the slow down in
         | hiring top talent for top dollar.
        
         | demosthanos wrote:
         | Isn't this literally the content of the article? What you just
         | wrote down is basically this paragraph from TFA:
         | 
         | > And so, on schedule in 2022, the change to Section 174 went
         | into effect. Companies filed their 2022 tax returns under the
         | new rules in early 2023. And suddenly, R&D wasn't a full,
         | immediate write-off anymore. The tax benefits of salaries for
         | engineers, product and project managers, data scientists, and
         | even some user experience and marketing staff -- all of which
         | had previously reduced taxable income in year one -- now had to
         | be spread out over five- or 15-year periods.
         | 
         | [0] https://news.ycombinator.com/item?id=34627712
        
           | subarctic wrote:
           | Agreed that's literally what the article is about
        
       | potamic wrote:
       | This is insane, how does it make sense? Employee salary expenses
       | are no different from other expenses to run your business.
       | Imagine they did this for raw material instead, a restaurant
       | could only expense 20% of the food that they sell. If they
       | purchased $100 worth of food, but could only sell $50 worth of
       | it, they have to pay tax on that even when making a net loss
       | overall. It just does not make any sense. There would've been a
       | huge uproar if this was done for cost of goods. Why are employee
       | salary expenses any different?
        
         | UncleMeat wrote:
         | There are other expenses that are also amortized.
        
         | sokoloff wrote:
         | Now imagine that a restaurant buys 100 tables, 500 chairs,
         | kitchen equipment, cutlery for 800 people, signage, a security
         | system, and does a remodeling before opening. (Or an airline
         | buys an airplane. Or a hotel chain builds a hotel.)
         | 
         | Should they be able to expense all of those items that provide
         | value for multiple years in a single year?
         | 
         | Does software development provide value exclusively in the year
         | it's done? Or over multiple years?
        
           | londons_explore wrote:
           | It's only shifting what year the government gets its revenue.
           | The government should simply let the company choose how to do
           | it, but if they choose anything other than year 1 interest
           | will be payable at government bond rates.
        
             | warkdarrior wrote:
             | It's also massively shifting the companies' cash flows. The
             | company paid $X for R&D this year, but for tax purposes 80%
             | of that $X expense is moved to next four years. So for this
             | year's tax purposes, the company R&D expenses are much
             | lower than what the company paid.
        
           | demosthanos wrote:
           | The reason that we require you to deduct an expense over
           | years for _some_ things is because they have a resale value
           | that needs to be accounted for. It 's not a pure expense
           | because you have an asset with real value that came out of
           | the purchase. Employee _time_ has no resale value. Once used
           | it 's gone, so employee salaries are expenses, not
           | investments.
           | 
           | The only possible justification for the Section 174 R&D
           | changes is that employees working in R&D theoretically are
           | producing something which _does_ have a resale value, so
           | there 's a small tax dodge enabled by direct-expensing your
           | R&D costs but then ending up with an infinitely-copyable
           | asset that came out of it.
           | 
           | If that's what you're saying, then I'd reply to that argument
           | by saying that paying humans to design new things has
           | historically been a business strategy that the government has
           | wanted to incentivize in a way that buying and holding
           | physical assets has not been. I've seen no justification for
           | the government deciding that from 2022 on we should actively
           | discourage R&D, it just seems to be a mistake.
        
             | Retric wrote:
             | > I've seen no justification for the government deciding
             | that from 2022 on we should actively discourage R&D, it
             | just seems to be a mistake.
             | 
             | Removing a specific tax exemption to create a level playing
             | field isn't discouraging R&D.
             | 
             | That's the thing, every year such exemptions exist the US
             | taxpayers are handing out money. Just because we subsidize
             | say EV's or Corn doesn't mean that's the baseline forever
             | more.
        
               | demosthanos wrote:
               | Level playing field for whom? Who does incentivizing R&D
               | disadvantage?
               | 
               | Restaurants weren't competing with R&D-heavy corporations
               | in any way. R&D-heavy corporations competed with each
               | other, on a level playing field where _all_ of them can
               | build new stuff without having to pay taxes on negative
               | income in their early years.
               | 
               | The only change this has made is un-level the playing
               | field in favor of old, established corporations that
               | already have the revenue streams in place to fund their
               | new R&D projects.
        
               | Retric wrote:
               | > Who does incentivizing R&D disadvantage?
               | 
               | Taxpayers who end up with the bill and every company is
               | competing for workers, office space, etc. Incentives
               | across decades shift what people study, what business get
               | created, etc. R&D sounds great abstractly, but it's not
               | some panacea where unlimited funding results in pure
               | gains.
               | 
               | The economy is generally more efficient without central
               | planning, and dumping money into anything that can be
               | classified as R&D is simply inefficient.
        
               | demosthanos wrote:
               | > every company is competing for workers, office space,
               | etc
               | 
               | My company is all-remote and none of us would work for a
               | company that isn't doing R&D. Most of an _entire
               | profession_ now has to be amortized over 5 years.
               | 
               | > The economy is generally more efficient without central
               | planning
               | 
               | The old tax code isn't "central planning", it just had
               | the very reasonable property that the government wouldn't
               | force you to pay taxes on a loss.
               | 
               | This scenario [0] is now possible. It wasn't before. That
               | is a catastrophic level of stupidity, and you can't
               | justify it with invisible-hand nonsense.
               | 
               | https://news.ycombinator.com/item?id=44204353
        
               | Retric wrote:
               | > none of us would work for a company that isn't doing
               | R&D
               | 
               | So you'd just be unemployed for the rest of your lives?
               | That's a possible edge case not worth adjusting the tax
               | code for, but it seems unlikely.
               | 
               | > wouldn't force you to pay taxes on a loss.
               | 
               | R&D is an investment, you only pay taxes if the rest of
               | the company is profitable.
               | 
               | If your company is spending 1M / year on R&D and not
               | adding 800k in long term value then in theory you'd be
               | correct. But at that point you either aren't doing R&D,
               | or are doing such a poor job of it that the government
               | shouldn't be encouraging that activity.
        
               | HillRat wrote:
               | The problem here is that _all_ software development
               | (excepting that done for hire) is classified as R &D. The
               | software developer working on your Wordpress or Magento
               | site (and arguably the accountant building a spreadsheet,
               | to take the statute at face value) isn't an operational
               | expense, they're now an R&D expense that has to be
               | amortized and can't be taken as an expense against
               | revenue. Previously, this was an optional choice (and
               | many large and mature companies were amortizing anyway),
               | but under the current tax treatment it's required, which
               | essentially turns early-stage startups into cash
               | bonfires, given how many small companies don't make it to
               | year five.
        
               | Retric wrote:
               | > Early-tags startups into cash bond fires
               | 
               | As a practical measure it's really not. The transition is
               | difficult for existing companies, but a future startup is
               | going to be minimally impacted.
               | 
               | Year 0 you're unlikely to have any profits, future years
               | you have multiple years of R&D to offset with.
               | 
               | But let's assume the worst case. Taxes are 21% of profits
               | and at minimum deduction 20% of R&D so the theoretical
               | maximum distribution is 0.8 * 0.21 = 16.8% increase in
               | R&D expenses if profits = R&D year 0. But that maximum
               | case is only year 0, you'd be able to fund R&D with those
               | same profits and easily be profitable after that.
               | 
               | If profits where say 40% of R&D in year 0 you'd have to
               | pay 16.8% of 40% so an increase is only 6.72% hardly
               | likely to tank the business if it's already generating
               | that kind of income year 0, and again after that point
               | you'll deduct for multiple years.
               | 
               | More realistic numbers are going to be really low
               | multiples here, _more importantly they represent
               | significant investments not operating expenses._
        
               | jt2190 wrote:
               | It sounds like you're talking about government funding of
               | research? This is about private companies funding the
               | costs of making product ideas into actual sellable
               | products.
        
               | Retric wrote:
               | Money is fungible there's zero difference between a tax
               | break for 100$ and handing out 100$ directly.
        
               | jt2190 wrote:
               | Are you asserting that software and other labor-heavy
               | startups should raise additional private capital so that
               | they can pay taxes _before_ they've established
               | themselves in the marketplace? I'm not sure what you mean
               | to say exactly.
        
               | Retric wrote:
               | I'm saying investers should pay the full cost of R&D
               | without assistance from taxpayers.
               | 
               | When the non R&D portion of the business is profitable
               | they should start paying taxes. Assuming a company isn't
               | miss classifying operations as R&D it shouldn't be a
               | major issue.
        
               | jt2190 wrote:
               | Thanks for clarifying.
               | 
               | This will of course discourage "riskier" startups and
               | dampen innovation and give more power to profitable
               | incumbents who will have less incentive to innovate.
               | (Perhaps the result of this looks like Europe?)
        
               | Retric wrote:
               | Risky startups with multiple years of R&D before revenue
               | would be the least impacted.
               | 
               | You're only paying taxes if the business is profitable
               | ignoring investments like R&D spending.
        
               | kelnos wrote:
               | > _The economy is generally more efficient without
               | central planning_
               | 
               | Big fat "citation needed" there. I know you chose the
               | term "central planning" to try to invoke the communism
               | boogeyman, but overall, free markets do not exist, and
               | have never existed. Governments constantly use various
               | levers (taxation being one of them) to encourage or
               | discourage certain kinds of business activity. This is
               | nothing new, and I find it laughable to suggest that this
               | kind of thing should be done away with entirely.
        
               | Retric wrote:
               | There's a lot of evidence for this outside of communism.
               | Housing markets for example are a clear example of
               | economic inefficiency created by subsides. But you also
               | see problems with farm subsidies, flood insurance, and a
               | host of other related issues.
               | 
               | Markets operate on revealed preferences, which is just a
               | massive advantage in terms of giving people what they
               | want. There's definitely a role for governments in
               | economies around information asymmetry, safety, etc, but
               | allocation of resources specifically doesn't work well.
        
               | kelnos wrote:
               | > _Removing a specific tax exemption to create a level
               | playing field isn't discouraging R &D._
               | 
               | If the end result of removing this exemption is that
               | there is less R&D done in the US, then yes, empirically,
               | removing the exemption discourages R&D. Assuming the mass
               | layoffs were indeed fueled by the removal of this
               | exemption (I don't know if the article is correct or
               | not), then it is reasonable to assert that it is true
               | that removing the exemption has reduced the amount of R&D
               | done.
               | 
               | Or, you could also say that the "default state" is some
               | low level of R&D, and the tax exemption encouraged and
               | incentivized more of it.
               | 
               | Either way you slice it, though, the status quo prior to
               | 2022 was some level of encouraged/incentivized R&D. That
               | status quo changed to encourage/incentivize less R&D, and
               | companies have followed these lack of incentives and have
               | fired a lot of their R&D staff. Is that a good thing for
               | the US? I can't see how it could be.
        
               | Retric wrote:
               | > empirically, removing the exemption discourages R&D.
               | 
               | Not clearing a road means fewer people use it, but you
               | not going out with a shovel to clear a public roads isn't
               | you discouraging their use _nor is you canceling your
               | plans to clear said roads._
               | 
               | Having zero subsidies is the default situation.
        
               | profile53 wrote:
               | It didn't create a level playing field, it just
               | discouraged a very specific type of R&D while ignoring
               | all others. All other types of employee salaries follow
               | certain rules and some can optionally follow R&D rules.
               | Software is now the only one required to follow 5 year
               | R&D amortization so the deck is now stacked against
               | software.
        
               | Retric wrote:
               | Software is an asset. If you pay people to build a
               | building you don't get to deduct their salaries as an
               | operating expense.
        
               | anp wrote:
               | The default situation is whatever was yesterday. I'd be
               | astonished to learn that even a single significant
               | civilization functioned without subsidies or patronage of
               | priorities held by a society's leaders.
        
             | twoodfin wrote:
             | What about construction worker and other labor time to
             | build a factory? That's the analogy being made here by the
             | tax code: Software whose development is a capital expense
             | with value returned over time.
        
               | demosthanos wrote:
               | From a quick search it appears to me like construction
               | labor is deductible as an expense in the year it is
               | incurred. Do you have evidence that says otherwise?
        
               | kgwgk wrote:
               | > Dear ChatGPT, is construction labor deductible as an
               | expense in the year it is incurred according to GAAP?
               | Please answer in a few lines.
               | 
               | Under GAAP, construction labor is not immediately
               | deductible as an expense in the year it is incurred if it
               | relates to the construction of a long-term asset (like a
               | building). Instead, it is capitalized as part of the
               | asset's cost and then expensed over time through
               | depreciation. Only labor costs not tied to asset creation
               | (e.g., routine maintenance) are expensed as incurred.
        
               | sokoloff wrote:
               | Though your answer is correct for the tax code as well as
               | GAAP, Generally Accepted Accounting Principles are not
               | necessarily followed by the tax code.
        
               | twoodfin wrote:
               | Unfortunately my understanding of the R&D expensing rule
               | is that it is lifted directly from GAAP, which means
               | private companies have to adhere to those (heavyweight)
               | rules to comply.
        
               | kgwgk wrote:
               | Fair point. I changed the question to "according to the
               | tax code" and it told me that
               | 
               | Construction labor is generally not deductible as an
               | expense in the year incurred if it is related to the
               | construction or improvement of a capital asset (like a
               | building). Instead, under the U.S. tax code (IRC SS263A),
               | these costs must usually be capitalized and recovered
               | through depreciation over time. Exceptions may apply for
               | certain small taxpayers or repairs.
        
               | sokoloff wrote:
               | My reading of SS 1.263A-1 is that construction labor must
               | be capitalized.
               | 
               | SS 1.263A-1.a.3.A indicates that it's in scope: Real
               | property and tangible personal property produced by the
               | taxpayer
               | 
               | SS 1.263A-1.e.2 specifies that Direct Costs are subject
               | to capitalization: Producers. Producers must capitalize
               | direct material costs and direct labor costs.
               | 
               | (I'm just a taxpayer, not a tax lawyer or even an EA or
               | CPA.)
               | 
               | What tax code references or treasury regulations did you
               | find to support your belief that construction labor can
               | be expensed in the year performed?
        
             | sitkack wrote:
             | Software is like Art, it doesn't have value until sold or
             | can be used. If they sell services based on the software,
             | they are generating revenue and then taxation on that
             | revenue can occur.
             | 
             | Same as if they sell the software, either as a copy or
             | ownership.
             | 
             | But not being able to take salary as a business expense
             | seems like as thing that would happen if software in and of
             | itself has value, which is largely does not.
        
               | thaumasiotes wrote:
               | > But not being able to take salary as a business expense
               | seems like as thing that would happen if software in and
               | of itself has value, which is largely does not.
               | 
               | To me it seems like a thing that just wouldn't happen.
               | Forget software.
               | 
               | Say you own a McDonald's, and as part of your operations
               | you have some people on staff to take orders, prepare
               | food, and clean the bathrooms. Why are their wages not a
               | deductible business expense?
               | 
               | If the answer is "they are, don't be stupid", then...
               | what exactly was the R&D tax break?
        
               | jay_kyburz wrote:
               | The software itself has no value, it's the licence to use
               | the software.
        
             | mixdup wrote:
             | But the employee time that had a one time use was turned
             | into software. That software is the thing that has value
             | longer than "right now"
        
               | demosthanos wrote:
               | And the value of that software will be taxed if and when
               | it starts to draw cash.
        
           | polotics wrote:
           | I have seen a lot of software development where what's been
           | done has been changed beyond recognition over the course of
           | less than a year.
        
           | bravesoul2 wrote:
           | Ironically I think they would want to claim that over
           | multiple years unless they have other profitable operations
           | under the same company. E.g. other restaurants.
        
         | altairprime wrote:
         | It makes sense when you consider that there is no minimum tax
         | rate on businesses.
         | 
         | Given the choice, Amazon would rather spend 100% of its profits
         | on itself than allow any of its profits to be paid out in
         | taxes. Section 174 was implemented without a minimum tax on
         | corporate profits _before_ voluntary deductions such as
         | research. Therefore, it's exploitable and all companies ought
         | to hire and fire staff to ensure their profits show as 0%.
         | 
         | This tax code defect is now closed by accident, but could have
         | been done much more intelligently than it was. Oh well.
         | 
         | (EDIT: My first sentence is potentially confusing when I reread
         | it later. To restate: section 174 was defective as implemented
         | due to the uncapped 100% deduction, but the _concept_ of a
         | significant research exemption is still excellent. Just need to
         | close the effective 0% corporate tax rate loophole.)
        
           | thayne wrote:
           | The company already pays payroll taxes on those salaries, and
           | the employees pay income taxes. And the people hurt by this
           | aren't the shareholders or top executives, it's the rank and
           | file workers getting laid off, losing benefits, and being
           | asked to work more for the same pay.
           | 
           | What this change effectively did was make software developers
           | significantly more expensive, without increasing the amount
           | those developers get paid.
        
             | warkdarrior wrote:
             | Software developers are already too expensive in US, so
             | this applies some downward pressure on those salaries.
             | Frankly the economy will be much better off when tech
             | salaries equalize across geos, thus avoiding the deep whole
             | US manufacturing is in (for example, manufacturing wages in
             | Vietname are one tenth of US manufacturing wages, and thus
             | it is better to open new plants there).
        
               | bboygravity wrote:
               | Yeah, make everybody equally poor. That'll solve things.
        
               | altairprime wrote:
               | If you look at happiness and indexes versus taxation
               | rates - yes, making everybody poorer _does_ tend to solve
               | things. Not too soon in the growth curve - but certainly
               | not _never_.
        
               | bloomingeek wrote:
               | MAGA much?
        
             | californical wrote:
             | Don't forget the other stakeholder - the general public.
             | 
             | Yes it sucks for developers, but does it make any
             | difference for any other employee? Why does Joe's plumbing
             | have to pay those taxes, but Jane's AdTech company doesn't?
             | 
             | Sure, there are benefits to investing in R&D in general,
             | and tech has fueled a lot of growth, so incentivizing it
             | has likely paid off for the whole economy. But will that
             | forever be true? Maybe?
        
               | klipt wrote:
               | If Joe's plumbing hires an assistant plumber, they get to
               | fully deduct the assistant's salary.
               | 
               | Why do I, the hardworking tax payer, have to subsidize
               | Joe Plumber, who already has a big house with a pool?
        
               | jay_kyburz wrote:
               | In some parts of the world we have a sales tax which is a
               | form of minimum tax on business outputs. The consumers of
               | plumbing and software pay 10% regardless on a businesses
               | profitability.
        
               | altairprime wrote:
               | Yeah, VAT would help tremendously in alternative here,
               | but for _gestures at United States sociopolitics_ reasons
               | the existing U.S. taxation methods can't keep up and
               | won't be repaired any time soon. I could boil the ocean
               | on this down to bedrock (citizens should be taxed on
               | [redacted] in excess of threshold, services and goods
               | should be VATed) but I stand by "section 174 with a
               | sub-100% cap" as what _at minimum_ would have balanced
               | research and taxation.
        
           | cyberax wrote:
           | > Given the choice, Amazon would rather spend 100% of its
           | profits on itself
           | 
           | And why is this bad, exactly? Money will be spent and will go
           | back into the economy. Amazon will have to use the funds to
           | build new offices, datacenters, do research, whatever.
           | 
           | And even if execs give themselves $10^11 USD in bonuses, they
           | will be taxed as personal income, at even higher rates than
           | corporate income.
        
             | californical wrote:
             | It is complex - is it better for the money to go back into
             | the economy by _paying high salaries to a specific group of
             | highly-educated people_? Or is it better for the money to
             | go back into the economy through _taxes, then disbursing
             | the benefits to lower-income benefit programs_?
             | 
             | I'm not sure what the answer is. The former is likely to
             | drive _some_ innovation, which I'm sure varies by company.
             | Where the latter could also unlock innovation by giving the
             | bottom-quartile of earners a chance to improve their
             | situation.
        
               | cyberax wrote:
               | > It is complex - is it better for the money to go back
               | into the economy by paying high salaries to a specific
               | group of highly-educated people?
               | 
               | Yes. Also, the salary will not go _only_ to highly-
               | educated people. For example, if Amazon decides to build
               | a new distribution center, it will employ blue-collar
               | workers to build it, not software engineers.
               | 
               | > Or is it better for the money to go back into the
               | economy through taxes, then disbursing the benefits to
               | lower-income benefit programs?
               | 
               | No.
               | 
               | > I'm not sure what the answer is.
               | 
               | The answer is pretty clear: invest money into the private
               | sector, rather than divert it into the Federal budget.
               | Private actors are more efficient at allocating funds
               | than the government.
               | 
               | I'm not against social spending, it's a necessary evil
               | for any real state. Pure libertarianism leads to
               | dystopian outcomes. But it should be understood that it's
               | a very real artificial inefficiency that is imposed on
               | the economy.
               | 
               | There are also situations where additional social
               | spending is necessary, but they are VERY easy to detect:
               | when your interest rate is near zero.
        
               | shafyy wrote:
               | Jesus man, how can you look at the economic history of
               | the past 30 years and still think neoliberalism is the
               | way to go?
        
               | cyberax wrote:
               | I used to think like you, until I saw what the lack of
               | neoliberalism does to countries. And before I witnessed
               | the magic of market economy that adapts to changes far,
               | far, far better than anything else.
               | 
               | If you want a static economy that supports gradual
               | decline (preferably with a mineral-based income stream),
               | then a lot of state spending is fine.
        
               | klipt wrote:
               | Real neoliberalism (with land value tax and pigouvian
               | tax) has never been tried.
        
               | GuinansEyebrows wrote:
               | because a high percentage people on HN fall into the
               | group that benefits more from neoliberal economics than
               | the larger group of people within those economies who
               | don't benefit.
        
               | duped wrote:
               | It can do both, by eliminating corporate taxes.
        
               | zdragnar wrote:
               | Those salaries are also taxed, and at the highest tax
               | brackets. The government may end up getting more revenue
               | that way.
        
               | xiphias2 wrote:
               | The answer is simple: it's the biggest growth generator
               | in USA.
               | 
               | Growth has its own problems of course (I don't want to
               | estimate the health impact of Coca Cola), but it's a
               | prerequisite of a country not falling behind others.
        
             | orwin wrote:
             | Mostly, Amazon will do stock buybacks, so that its investor
             | can invest into other top stocks.
        
               | cyberax wrote:
               | Funds for the stock buybacks are not R&D, they'll be
               | taxed.
        
         | mountainriver wrote:
         | It was literally just a shot at California and New York, that's
         | all it was. "Own the libs" ya know
         | 
         | "if we aren't rich then no one else will be"
        
       | dang wrote:
       | Related. Others?
       | 
       |  _Big Beautiful Bill R &D Tax: Will tech go on a hiring spree
       | again?_ - https://news.ycombinator.com/item?id=44028106 - May
       | 2025 (19 comments)
       | 
       |  _The Consequences of Limiting the Tax Deductibility of R &D_ -
       | https://news.ycombinator.com/item?id=43639202 - April 2025 (64
       | comments)
       | 
       |  _House restores immediate R &D deduction in new tax bill_ -
       | https://news.ycombinator.com/item?id=39212650 - Feb 2024 (8
       | comments)
       | 
       |  _Ask HN: Best country to run a boostrapped startup from? (After
       | Section 174)_ - https://news.ycombinator.com/item?id=39098371 -
       | Jan 2024 (31 comments)
       | 
       |  _US tech innovation dreams soured by changed R &D tax laws_ -
       | https://news.ycombinator.com/item?id=38988129 - Jan 2024 (3
       | comments)
       | 
       |  _Ask HN: IRS section 174 - cause of layoffs?_ -
       | https://news.ycombinator.com/item?id=38957651 - Jan 2024 (21
       | comments)
       | 
       |  _Will US companies hire fewer engineers due to Section 174?_ -
       | https://news.ycombinator.com/item?id=38931860 - Jan 2024 (37
       | comments)
       | 
       |  _Will US companies hire fewer engineers due to Section 174?_ -
       | https://news.ycombinator.com/item?id=38870429 - Jan 2024 (20
       | comments)
       | 
       |  _IRS tax code change in Section 174: R &D is an expense_ -
       | https://news.ycombinator.com/item?id=38642461 - Dec 2023 (23
       | comments)
       | 
       |  _New tax rules on R &D expenses may lead to layoffs for devs_ -
       | https://news.ycombinator.com/item?id=38636866 - Dec 2023 (7
       | comments)
       | 
       |  _Tell HN: Submit comments to IRS re tax treatment of software
       | dev expenses_ - https://news.ycombinator.com/item?id=38120388 -
       | Nov 2023 (225 comments)
       | 
       |  _Software firms across US facing tax bills that threaten
       | survival_ - https://news.ycombinator.com/item?id=35614313 - April
       | 2023 (981 comments)
       | 
       |  _Ask HN: How are you handling Section 174 changes for
       | bootstrapped companies?_ -
       | https://news.ycombinator.com/item?id=34627712 - Feb 2023 (187
       | comments)
       | 
       | https://hn.algolia.com/?dateRange=all&page=0&prefix=true&que...
        
         | dmoy wrote:
         | Not a big thread, but a layoff one from a year ago:
         | https://news.ycombinator.com/item?id=38633668
        
       | timhigins wrote:
       | Note that Trump's Big Beautiful Bill as it passed the House of
       | Reps would bring back 100% expensing of R&D expenses including
       | software development costs/salaries.
        
         | margalabargala wrote:
         | "I'll give you a candy bar if you let me stab you multiple
         | times"
        
         | kelnos wrote:
         | If the article is to be believed, though, the damage is already
         | done. Companies have already laid off large portions of their
         | R&D staff, and have canceled lots of forward-looking technical
         | work. Re-hiring those people and restarting those projects can
         | take years, and that's if companies feel confident enough that
         | the exemption will stick around, and not get removed again in a
         | few years.
        
       | jmyeet wrote:
       | I reject this framing.
       | 
       | What really changed things was the end of ZIRP [1] and even then
       | it was opportunistic. Labor costs are a massive cost for tech
       | companies. They have continually tried to suppress wages. In the
       | 2000s, it was the anti-poaching agreement between Steve Jobs,
       | Eric Schmidt and others. In the 2010s, high growth ahnd zero
       | interest meant labor costs continued to balloon.
       | 
       | But then Covid came along and was a massive opportunity. A few
       | companies may have needed to do layoffs but that created the
       | opportunity for everyone else. Big Tech just went full Corporate
       | America with a page straight out of Jack Welch: fire the bottom
       | 5-10% every year. Call it "layoffs". It's a direct pay decrease
       | for those who remain (who get assigned the work). Those are still
       | there won't be asking for raises because they're now afraid of
       | their jobs.
       | 
       | Very little of this was ever necessary. None of the big tech
       | companies ever came close to making a loss. They've remaining
       | insanely profitable, in total and on a per-worker basis. At
       | different times Google's per-worker profit has approached or
       | exceeded $1 million.
       | 
       | The other factor is these companies eventually reached their size
       | limits where antitrust stopped them making any more significant
       | acquisitions.
       | 
       | Consider the timing: this change came in 2017. Where were the
       | mass layoffs in 2018? 2019?
       | 
       | Also, the 2017 tax cuts contained a massive tax holiday for the
       | repatriation of foreign profits.
       | 
       | Mass layoffs are simply wage suppression. It's the end state for
       | any company that can't keep growing the way the market demands:
       | eventually it comes down to cutting costs to make those quarterly
       | profit targets. And in that, they sow the seeds of their own
       | demise.
       | 
       | [1]: https://en.wikipedia.org/wiki/Zero_interest-rate_policy
        
         | Seattle3503 wrote:
         | > Consider the timing: this change came in 2017. Where were the
         | mass layoffs in 2018? 2019?
         | 
         | The bill passed in 2017, but the changes to R&D didn't kick in
         | until 2022.
        
         | khuey wrote:
         | Things can have more than one cause. Even the article only
         | claims this change "has contributed to the loss".
        
           | jmyeet wrote:
           | Yes. And I reject that claim.
           | 
           | Big tech companies are both doing mass layoffs AND hiring.
           | How does this fit the narrative that the tax change is at
           | least in part responsible? The new hires still have the same
           | deduction issue, right? So what impact does this really have?
           | 
           | Think of it this way: if this passes, will the layoffs end?
           | Or reduce? Absolutely not. All this does is give line the
           | pockets of shareholders. That's it.
           | 
           | I'm a big fan of tying certain benefits to NOT doing layoffs.
           | This can include:
           | 
           | 1. You get this deduction only if you've fired fewer than 1%
           | of your workforce in the last calendar year;
           | 
           | 2. You don't get to sponsor for an H1B if you've conducted
           | ANY layoffs in the last calendar year; and
           | 
           | 3. The tax deduction only applies to unionized workers.
           | 
           | And while we're at it, let's roll back this ridiculous tax
           | structure where IP can be "sold" to a subsidiary in Ireland
           | and then royalties paid.
        
         | jen20 wrote:
         | > Big Tech just went full Corporate America with a page
         | straight out of Jack Welch: fire the bottom 5-10% every year
         | 
         | Plenty of "big tech" already did it. Microsoft could not be
         | more famous for stack ranking dating back to the 90s. Amazon
         | have long had that kind of culture too.
        
       | svara wrote:
       | > For cash-strapped companies, especially those not yet
       | profitable, the result was a painful tax bill just as venture
       | funding dried up and interest rates soared
       | 
       | Can someone explain this? What taxes do unprofitable US
       | businesses owe that this would be deducted against?
        
         | dadoprso wrote:
         | I thought you could carry forward losses or something. i.e.
         | Once profitable you can use your previous losses as 'tax
         | credits'.
        
           | satya71 wrote:
           | Yes, but businesses operate on cash, not tax credits.
        
           | edoceo wrote:
           | If you make it that far.
        
           | mNovak wrote:
           | So you're essentially giving the government a 0% interest 5
           | year loan, in the amount of the pre-paid taxes
        
         | mppm wrote:
         | If the business has some revenue, but is not yet profitable
         | after deducting development costs, it can become profitable on
         | paper (and owe tax) if R&D is capitalized instead.
        
         | deanputney wrote:
         | That is kind of strangely worded, but I think I see what
         | they're getting at.
         | 
         | Say you would have been exactly not-profitable ($0) if you
         | could expense all of your R&D as in the old system, therefore
         | avoiding tax. Now with the new rules you may be on-paper
         | profitable because you can only deduct 20% of the R&D as an
         | expense this year. The remaining 80% of that expense tips you
         | over, becomes profit, and that's taxable.
        
           | orangecat wrote:
           | Right. With concrete numbers, say your main expense is $1
           | million in developer salaries and you have $500k in revenue.
           | Going by the previous rules, you have a loss of $500k and
           | don't owe income tax. With the new rules, you can only deduct
           | $200k of expenses which gives you a "profit" of $300k, on
           | which you'll owe $62k in taxes.
        
         | wdaher wrote:
         | Here's a toy example that hopefully makes this clear:
         | 
         | In 2024, your business has $1m in revenue and has $2m in
         | expenses. 100% of these expenses are R&D salaries (engineers
         | you hire.)
         | 
         | Your company loses $1m/year. (You brought in $1m and spent
         | $2m.)
         | 
         | Under the old rules, you'd owe no tax because you were
         | unprofitable.
         | 
         | After Sec 174, what the IRS now says is:
         | 
         | You had revenues of $1m. But you only had $400k in expenses
         | (because you now have to spread that $2m in R&D expense over 5
         | years).
         | 
         | So actually you had a profit of $600k! And you owe tax on that
         | $600k profit (~$120k)
         | 
         | So you now have an additional $120k tax expense, making your
         | business even more cash-flow negative.
         | 
         | .
         | 
         | Amusingly, if you're pre-revenue, none of this matters (you
         | have no income at all, so it doesn't matter what your expenses
         | are.) You get hardest hit by this change when you have _some_
         | revenue and when you do a fair bit of R &D.
        
           | svara wrote:
           | Is this true even if you don't capitalize the immaterial IP
           | asset generated by the R&D salaries on the balance sheet? Is
           | that required in the US?
           | 
           | Otherwise I'm quite amazed that salaries can be carried
           | forward as future expenses.
        
             | wdaher wrote:
             | This is what the Sec 174 change said: it says that you _do_
             | have to capitalize it.
        
             | mppm wrote:
             | Elsewhere in the world (under IFRS accounting rules)
             | capitalization of R&D costs has been a firm requirement for
             | a while. The US has been somewhat unique in allowing them
             | to be expensed instead, until recently.
        
               | svara wrote:
               | Taxes are calculated according to tax accounting rules,
               | not IFRS, though?
               | 
               | I know of at least two Western European countries where
               | you don't have to do that. Don't worry, we pay enough
               | taxes either way ;)
        
               | mppm wrote:
               | Yeah, seems I was wrong about that. Apparently most IFRS
               | countries allow expensing R&D for tax purposes,
               | regardless of accounting. Many even have an R&D
               | superdeduction nowadays.
               | 
               | Sorry for the noise :(
        
               | bravesoul2 wrote:
               | I was confused and has to double check. In Australia you
               | can deduct them https://www.ato.gov.au/businesses-and-
               | organisations/income-d...
        
               | 0xWTF wrote:
               | Came here to ask about the Aussie RDTI. So, if I spend
               | $10M on R&D and make $5M, what's the difference between
               | US and Aussie net?
        
           | paulcole wrote:
           | But nobody's forcing you to classify software developers as
           | R&D.
        
             | demosthanos wrote:
             | No, that's literally the Section 174 change. You now must
             | count them as R&D.
             | 
             | The relevant paragraph from Section 174:
             | 
             | > (3) Software development
             | 
             | > For purposes of this section, any amount paid or incurred
             | in connection with the development of any software shall be
             | treated as a research or experimental expenditure.
             | 
             | https://www.law.cornell.edu/uscode/text/26/174
        
               | mring33621 wrote:
               | what if you don't call it "software development"?
               | 
               | how about "business process mechanization"?
        
               | nsxwolf wrote:
               | Then you risk going to jail.
        
               | brookst wrote:
               | At that point you're so into tax fraud that you light as
               | well call them "postage and shipping"
        
               | acedTrex wrote:
               | I mean sometimes fraud works, sometimes it doesnt.
        
               | xhkkffbf wrote:
               | What if some executive tweaks a "no code" tool?
               | Technically, the name says that there's no coding
               | involved.
        
               | zdragnar wrote:
               | Presumably that still counts as "developing software"-
               | the regulation doesn't mention "coding" at all.
        
               | inChargeOfIT wrote:
               | So that would include everything? - cloud/hosting
               | expenses - system administrators/devops engineers and
               | their laptops, workstations - project management
               | software, office software, support, etc - project
               | managers, designers, technical writers, qa engineers -
               | software licenses, domain names, certificates, etc -
               | internet bandwidth, data-centers, HVAC, backups
        
               | demosthanos wrote:
               | What "in connection with" means is vague. I think a
               | reasonably competent tax attorney could probably argue
               | that the costs of running your production cloud serving
               | existing customers don't count, but IANAL.
        
             | croes wrote:
             | How would that help? R&D developers helped saving taxes,
             | now they don't.
             | 
             | Classifying them as non R&D doesn't help saving taxes
             | again.
        
           | jorvi wrote:
           | > Amusingly, if you're pre-revenue, none of this matters (you
           | have no income at all, so it doesn't matter what your
           | expenses are.)
           | 
           | https://youtu.be/BzAdXyPYKQo
        
           | throwawaymaths wrote:
           | so you are okay, if you start getting revenue when you're
           | five years in?
        
             | singron wrote:
             | You can deduct 100% of salaries paid 5 years ago, but only
             | 20% of salaries last year (etc.), and since companies tend
             | to hire more people over time, most of your expenses will
             | have been in the last few years that are still amortizing.
             | You might have enough losses to carry forward in your first
             | year of revenue, but 6 years in that could run out. It
             | depends on the exact circumstances.
        
           | MattPalmer1086 wrote:
           | Wait - they are saying that employee salaries are not
           | expenses?
           | 
           | That is surely wrong? Just because those salaries are for
           | R&D?
           | 
           | I could understand if there was some additional tax break for
           | R&D which was being removed. I can't see how basic operating
           | costs cease to be expenses.
        
             | gruez wrote:
             | >Wait - they are saying that employee salaries are not
             | expenses?
             | 
             | >That is surely wrong? Just because those salaries are for
             | R&D?
             | 
             | The same would be true if you hired a bunch of
             | scientists/engineers and got them to do R&D.
        
             | mixdup wrote:
             | What other cost do you think goes into software
             | development? Companies are not spending that much money on
             | IDE licenses. The vast, vast majority of software/R&D costs
             | are labor
        
             | tomrod wrote:
             | This was my first reaction when I heard about it before it
             | passed. I was horrified.
        
             | antognini wrote:
             | They are expenses, but amortized over 5 years. So if you
             | spent $2m on employee salaries, you would then deduct $400k
             | from your revenue every year for 5 years.
             | 
             | If your employee expenses remained constant, then by year 5
             | you would be deducting $2m from your revenue since you'd be
             | accumulating the deductions from the previous four years.
             | 
             | So in steady state it wouldn't necessarily be a big
             | problem. But for a startup which is hiring many new
             | employees and whose revenue is growing it's a huge problem.
        
             | svara wrote:
             | Based on my exchange with wdaher, who seems to understand
             | this well, it's a bit more subtle than that:
             | 
             | The salaries are of course expenses, but they are exactly
             | offset by the value of the IP created by the R&D
             | activities.
             | 
             | It's a bit as if you spent money on buying some materials.
             | As long as the material doesn't degrade, the cash is gone
             | but the value is the same and therefore won't reduce your
             | taxes.
             | 
             | If that IP is amortized over a single year, it does not
             | contribute to taxation, but it does if it is amortized over
             | a longer period.
        
       | sitkack wrote:
       | Is there a flaw in saying, "salaries should always be considered
       | a business expense and cannot be amortized over many years." ?
        
         | warkdarrior wrote:
         | That's not what the law says. You'll have to take it up with
         | Congress.
        
           | fluidcruft wrote:
           | I think they're asking whether there would be a flaw with
           | making that change.
        
         | eximius wrote:
         | Considering they are probably the largest component of R&D
         | expenses... yes, _if_ you think R&D should be tax-subsidized in
         | some way.
        
           | sitkack wrote:
           | I don't understand how that is a subsidy, are the people
           | paying the employer?
           | 
           | The employer makes less profit due to salaries, but they
           | won't "lose less" or make more money due to salaries.
           | 
           | Under that argument, the government would have a direct
           | incentive to dictate how businesses do business to maximize
           | taxable revenue.
        
             | eximius wrote:
             | Tax subsidies are when the government taxes you less,
             | thereby reducing your tax burden. You don't receive funds,
             | you just owe less.
        
         | holtkam2 wrote:
         | I would say, yes there is a flaw there, because salaries are
         | often a huge chunk of R&D expenses, and for the sake of long
         | term growth, we want to disproportionately incentivize R&D
         | spending
        
         | creer wrote:
         | How about the salaries of employees being paid to create a new
         | line of business? Say, the business runs restaurants and you
         | decide to break into the tax software business. Can you avoid
         | taxes on restaurant profits right now in order to build your
         | new unrelated venture. ISFICR, tax law allowed outright
         | deducting of costs of the current business, but not costs for
         | starting a new one. Not deducting the new costs against the old
         | profits.
         | 
         | After that, we can nitpick: should the development costs of new
         | software be encouraged the same as maintenance costs of
         | existing software. If you want to encourage startups, then yes
         | they should. If you want to discourage startups or very
         | temporarily increase tax collection, then no.
        
       | encoderer wrote:
       | How this impacted our business is that when you are doing next
       | year planning, and the goal is to grow the business, it made ads
       | and other marketing investments more appealing versus tech hiring
       | to expand product capabilities.
        
       | wdaher wrote:
       | Worth noting: the version of the Big Beautiful Bill passed by the
       | House ends this particular change, starting in tax year 2025.
       | We'll have to see if this provision makes it through the Senate,
       | and in what form.
        
         | NewJazz wrote:
         | That's crazy. We're 3 years into a 5 year depreciation cycle,
         | and now they "change their minds". Sure convenient when you
         | know you are in power to supercharge growth and leave a time
         | bomb for the next admin.
        
         | xbar wrote:
         | The destructive power of the Section 174 change cannot be
         | overstated. It has been reported on a lot, but its harms are
         | generally poorly articulated.
         | 
         | I do not like many things in BBB, but I am glad to know there
         | is at least something in there that I can be glad for.
        
           | naijaboiler wrote:
           | Why sent tech companies and tech workers kick up a fuss when
           | this bill passed in 2017. I remember being mad about it
        
         | walterbell wrote:
         | _> ends this particular change_
         | 
         | Temporarily, for 5 years.
        
           | badloginagain wrote:
           | If remember correctly, this was put in by Trump first round,
           | set to activate when Biden was in office.
           | 
           | Now Trump second round fixes it, but expires in next
           | (presumably) Democrat administration.
        
             | heymijo wrote:
             | That is correct. Some historical context is much
             | appreciated in this thread.
             | 
             | > _tl;dr on Section 174, Research & Experimentation costs
             | went from being fully deductible in the year incurred to
             | being deductible over a 5 year period.
             | 
             | Larger tax bills and a tightening on what roles/activities
             | are deductible as R&E are likely what OP is pointing at
             | with his comment.
             | 
             | To the best of my non-inside baseball research, Section 174
             | changes were simply one part of a package of revenue
             | generating measures to offset the large tax cuts from the
             | broader tax act they were a part of.
             | 
             | The changes came from The Tax Cuts & Jobs Act of 2017 that
             | was introduced to the House of Representatives by
             | Congressman Kevin Brady (R) Texas. The bill passed both
             | houses of Congress along party lines. Then President Trump
             | signed the bill into law. Section 174 changes did not take
             | effect until 2021._
             | 
             | https://news.ycombinator.com/threads?id=heymijo&next=433209
             | 8...
        
       | lifeisstillgood wrote:
       | I'm not sure I fully understand the problem here
       | 
       | 1. I start "Facebook for dogs" It's gonna be massive. For the
       | first year me and five guys code away in the garage and I use my
       | savings / credit card / family trust fund to pay them 100k each.
       | Expenses are 500k, revenue is, amazingly, 1.5M and taxes owed is
       | 500k.
       | 
       | At this point turning round and saying the development was R&D,
       | and claiming 500k of tax breaks is just (to me) ripping off the
       | American Taxpayer.
       | 
       | And I'm not even an American Taxpayer.
       | 
       | If the revenue was zero would anyone suggest that the taxpayer
       | give me 500k to help ? (Ok _I_ would because I like free money
       | but most people won't)
       | 
       | Or am I missing something?
        
         | wdaher wrote:
         | See my example here for where it ends up biting you:
         | https://news.ycombinator.com/item?id=44180533#44204246
        
         | lowkey_ wrote:
         | Everything you just said but imagine revenue is $500K, and you
         | spent $500K on salaries for the team.
         | 
         | You can only expense $100K of the salary costs this year, so
         | even though you're break-even, you pay taxes on $400K in
         | income.
         | 
         | Or, even worse, imagine revenue is $250K, and you spent $500K
         | on salaries for the team.
         | 
         | You can only expense $100K of the salary costs this year,
         | you're already -$250K on the year, and now you're paying taxes
         | on $400K in income. You're destroyed.
         | 
         | VC-backed startups aren't designed to get profitable quickly,
         | and I don't see that as a problem for the American taxpayer,
         | and nobody is saying the taxpayer is giving money or helping. A
         | business losing money should not have to pay taxes on income,
         | as if it's not losing money.
        
         | xivzgrev wrote:
         | the idea is that normal business expense are deductible.
         | 
         | in this case, your taxable income is $1.0M, and cash flow is
         | $500k ($1.5M - $500k salaries - $500k taxes).
         | 
         | now you have to amoritize it over 5 years. so your taxable
         | income is $1.4M ($1.5-500k*20%), taxes are 700k, and cash flow
         | is $300k.
         | 
         | Uncle Sam just reduced your cash flows by 40% by a simple tax
         | change. You eventually make up the difference, but for fast
         | growing tech companies, that's a large shift in current flows
         | and significantly changes their investment strategy.
        
       | padjo wrote:
       | "Some spoke on condition of anonymity to discuss sensitive
       | political matters." - yep this is fine.
        
       | demosthanos wrote:
       | There are some misunderstandings in the comments that seem to
       | stem from not having read the section, so I thought it was worth
       | referencing the actual text [0]. It's quite short and easy to
       | read.
       | 
       | The most important bits:
       | 
       | * Subsection (a) requires amortizing "Specified research or
       | experimental expenditures" over 5 years (paragraph (2)) instead
       | of deducting them (paragraph (1))
       | 
       | * Paragraph (c)(3) is a Special Rule that requires that all
       | software development expenses be counted as a "research or
       | experimental expenditure".
       | 
       | That's it. All software expenses must be treated as research and
       | experimental expenses, and no research and experimental expense
       | can be deducted instead of amortized. Ergo, all software expenses
       | must be amortized over 5 years.
       | 
       | I strongly recommend reading the section before forming an
       | opinion. It really is quite unambiguous and is unambiguously
       | _bad_ for anyone who builds software and _especially_ for
       | companies that aren 't yet thoroughly established in their space
       | (i.e. startups).
       | 
       | Also note that this makes Software a _special_ case of R &D. It's
       | the only form of R&D that Section 174 _requires_ you to
       | categorize as such and therefore amortize.
       | 
       | [0] https://www.law.cornell.edu/uscode/text/26/174
        
         | radley wrote:
         | It's not really targeted at tech, insomuch as at Democrats.
         | 
         | Everyone assumed it was a traditional accounting hack. But
         | given the timing and the reinitialization, it's clearly
         | political, not economic.
         | 
         | The code is a strategic time-bomb designed to cause a high-
         | profile economic downturn during a presidential election cycle,
         | specifically when the following president is a Democrat and
         | Republicans have a house majority.
         | 
         | It was used to harm Biden's economy, and it will happen again
         | in 2030 if the next president is a Democrat. While deferred, it
         | will be spun as a major Trump "economic achievement" for the
         | midterms, because companies will be able to afford to hire
         | again.
         | 
         | The tech industry is merely high-profile fodder for extreme
         | politics. It really is that petty.
        
           | victoro wrote:
           | The Democrats had control of the presidency and the house in
           | 2022 when this provision first went into effect but had 2
           | fewer senators (1 fewer if you count the tie-breaking VP).
           | Why didn't they try to change it? Is there some reason a
           | change in the tax code like this can't be modified or
           | repealed once its in place?
        
             | tomrod wrote:
             | They tried. They had Senate spoilers.
        
               | candiddevmike wrote:
               | As a progressive, it seems like the Democrats always have
               | Senate spoilers...
        
               | SpicyLemonZest wrote:
               | Providing spoilers was the explicitly designed purpose of
               | the US Senate. It's not a one-sided problem - Senate
               | spoilers are also why the Affordable Care Act didn't get
               | repealed in 2017.
        
               | dragonwriter wrote:
               | > As a progressive, it seems like the Democrats always
               | have Senate spoilers...
               | 
               | With Republicans usually being dominant in a number of
               | states, _if_ Democrats have a Senate majority, it is
               | usually both narrow and dependent on a very small number
               | of Democratic and /or Dem-leading moderate independent
               | Senators from Republican-majority states who vote with
               | the party on leadership, but are soft (or firmly opposed
               | to the progressive preference) on a number of issues
               | important to progressives.
               | 
               | If the US were approximately an equal democracy, this
               | might be less of an issue.
        
             | naijaboiler wrote:
             | Why should they? Why did we allow a president to put in tax
             | raise for the future. Replicants were playing politics from
             | the start. Pass a bad bill, and then hope to get about it
             | when the bad parts kick in when the other side woo be in
             | power
        
         | sampton wrote:
         | Amortization is bad policy when it comes software. Software is
         | inherently high risk. Every piece of software is unique and
         | does not guarantee steady income over 5 years. Most startups
         | won't survive 5 years to fully realize the deductions. This is
         | the end of US software dominance.
        
           | timewizard wrote:
           | Is US software dominance because of our startups? Or because
           | of the giant trillion dollar monopolies we have?
           | 
           | Didn't AAPL, GOOG and FB all create products _before_ they
           | had any taxable income? Would this change have had any actual
           | impact on their foundings?
        
             | typeofhuman wrote:
             | HN has taken a sad turn over the last few years where we
             | see genuine curiosity - such as your reply - met with
             | downvotes instead of replies.
             | 
             | I don't have an answer for you. But I support your
             | intrigue.
        
             | kopecs wrote:
             | Well, presumably the claim would be that a factor in their
             | not having taxable income was the fact that they didn't
             | have to amortize their development cost.
        
               | joshuanapoli wrote:
               | Yeah; start-ups will start paying tax much sooner since
               | salaries are the main expense in software development,
               | and only a fraction can be deducted per year. The tax
               | change must make things marginally more difficult for
               | young companies that have some revenue, aren't cash-flow
               | positive, and have a short horizon.
        
               | tomrod wrote:
               | It's not marginal. It significantly impacts sub-$10MM
               | companies.
        
             | anonym29 wrote:
             | It's worth noting that FB was quite possibly being secretly
             | funded with taxpayer money by national intelligence
             | interests at inception, which would have substantially
             | reduced or eliminated commercial pressure early on.
             | 
             | DARPA was working on Project LifeLog starting in 2003, was
             | to be "an ontology-based (sub)system that captures, stores,
             | and makes accessible the flow of one person's experience in
             | and interactions with the world in order to support a broad
             | spectrum of associates/assistants and other system
             | capabilities". The objective of the LifeLog concept was "to
             | be able to trace the 'threads' of an individual's life in
             | terms of events, states, and relationships", and it has the
             | ability to "take in all of a subject's experience, from
             | phone numbers dialed and e-mail messages viewed to every
             | breath taken, step made and place gone".
             | 
             | The program, at least officially and publicly, was
             | cancelled on February 4th, 2004, the exact same day that
             | Facebook was founded.
             | 
             | https://en.m.wikipedia.org/wiki/DARPA_LifeLog
             | 
             | https://en.m.wikipedia.org/wiki/Facebook
             | 
             | You can call it a coincidence if you want, I just tend to
             | be very skeptical of "coincidences" where massive,
             | powerful, unaccountable, immoral, unethical institutions
             | like the US intelligence community get exactly what they
             | want at the expense of our civil liberties.
        
               | trinsic2 wrote:
               | I often wonder if national intelligence interests are
               | behind or have taken control of major corporate players
               | like Microsoft, Google and Apple. There was an article
               | [0] back in 2015 that brought forth the proposition that
               | google was created by the CIA. It would explain the
               | current enshitification of these companies and the
               | lengths they are going to take away choice.
               | 
               | [0]: https://medium.com/insurge-intelligence/how-the-cia-
               | made-goo...
        
               | cjbgkagh wrote:
               | Ever wonder why Microsoft bought Skype?
        
             | tomrod wrote:
             | This impacts deductable expenses, not profits directly. The
             | labor you pay for internally owned IP related to software
             | must be amortorized. This screwed up an enormous number of
             | business plans because software has more risk than many
             | other endeavors. For small businesses, you basically can't
             | do your own software.
             | 
             | It applies to things like configuring your internal tools
             | too. Good luck at audit time.
        
             | madaxe_again wrote:
             | I don't know how it works in the U.S., but we had HMRC in
             | the U.K. write us a cheque every year, as if you have a
             | greater R&D claim than your tax bill, you get a rebate.
        
             | 9rx wrote:
             | _> Is US software dominance because of our startups? Or
             | because of the giant trillion dollar monopolies we have?_
             | 
             | Most likely neither: It is its massive trade deficit, the
             | one it strangely wants to get rid of now, that has allowed
             | US consumers to consume more than they produce (i.e. you
             | can take something with no real expectation of having to
             | give anything back in return). Which, as it relates to
             | tech, has enabled offering services for what is effectively
             | free to dominate the market. Nobody else in the world can
             | compete with that.
             | 
             |  _> Didn 't AAPL, GOOG and FB all create products _before_
             | they had any taxable income?_
             | 
             | Wouldn't you say they had no taxable income _because of
             | it_? If Facebook brought in $100,000, and paid $100,000 to
             | developers, then there would be no taxable income under
             | normal regimes. But if the developers were not tax
             | deductible, then that $100,000 in revenue _would_ be
             | taxable, even though the bank account is empty. This isn 't
             | nearly so simple, but it has changed the calculus in a
             | similar way. The business models of old no longer work
             | because of it.
        
         | jweir wrote:
         | We are small and so have been on a hiring freeze since 2022.
         | I'd like to hire but the upfront cost is high.
         | 
         | For those around when this went into effect many business
         | owners were surprised. Our accountants told us they seriously
         | thought congress would fix this before it went into effect.
        
         | youngtaff wrote:
         | I worked for a UK company that amortised it's development
         | costs... it led to the false belief that the company was
         | profitable when it really wasn't
        
           | Reason077 wrote:
           | Exactly. And if you're more profitable on paper, you have to
           | pay more tax, making you even less profitable in reality.
        
           | trhway wrote:
           | Yes, that is tremendously important aspect here - the US tech
           | would look better on paper - higher paper profits due lower
           | paper expenses - while getting increased cash flow stress due
           | to decreased deductability of the salaries which are among
           | the main expenses in software dev business.
        
             | itsoktocry wrote:
             | > _Yes, that is tremendously important aspect here - the US
             | tech would look better on paper_
             | 
             | It's completely unimportant. Nobody is getting fooled "on
             | paper" by amortized salaries.
        
               | trhway wrote:
               | Except for example the millions of stock market casual
               | participants.
        
               | kgwgk wrote:
               | People is getting fooled by "adjusted" earnings that
               | reduce salaries "on paper" by hiding the "non cash"
               | component.
        
         | layer8 wrote:
         | As a non-American, it seems strange to me that the cost of
         | regular software development, i.e. that is neither "research"
         | nor "experimental" in a conventional sense, would be deductible
         | in the first place (amortized or not). Isn't that subsidizing a
         | whole business sector? Maybe I'm misunderstanding something.
        
           | pjc50 wrote:
           | Most businesses let you deduct inputs and capital expenses
           | from your revenue so that tax only applies to profit.
           | 
           | Since this is done on annual buckets it's very common to try
           | to move items in both columns between years to minimize tax.
        
             | layer8 wrote:
             | So if company A pays company B to develop some software,
             | that revenue for company B (or rather, its profit) is still
             | taxable? Then it makes sense I guess.
        
               | monkeyelite wrote:
               | The revenue minus expenses is taxable, yes. And if the
               | business itself makes no money, that means all of it was
               | taxed through payroll.
        
           | simantel wrote:
           | Businesses are taxed on profits, not revenue. Paying people
           | to write code is an expense, so you'd normally deduct that
           | expense (plus all your other expenses) from your revenue to
           | arrive at an amount that should be taxed.
        
             | bravesoul2 wrote:
             | That's the rub. Is it an operational expense, like rent or
             | a capital expense, like buying machinery?
             | 
             | It is sort of between the two in my view and is highly
             | dependant on what the software engineer does each day.
             | 
             | Are they fixing a bug, helping a customer, refactoring? I
             | think that is operational.
             | 
             | Are they building out a new feature? That is capital. But
             | it is not quite like buying equipment because it adds no
             | value to the books. So depreciation seems off.
             | 
             | But the same issue applies to other roles. Is a sales
             | persons day trying to land a sale, or trying to develop the
             | business.
             | 
             | It all comes down to "intangible assets" and whether you
             | are making them.
             | 
             | I think it is easier to just say if you are paying someone
             | to work then you can deduct. There must be better ways to
             | claw it back.
             | 
             | The whole reason for most business to exist is to use
             | operations (operational costs) as a lever to increase the
             | growth and intangible value of the business.
        
           | offnominal wrote:
           | Salaries in general (not just of software developers) are tax
           | deductible in many countries. This is desirable because we do
           | not want companies to be paying taxes on revenue.
        
           | cjbgkagh wrote:
           | It stems from the difference in treatment of capital gains
           | and income. Either way it's deductible, the difference being
           | when it is deductible and how much tax is saved. Capital
           | deductions are typically done later since they require a
           | taxable event.
           | 
           | It's a fudge to make projections look better to allow
           | congress to pass a budget neutral reconciliation bill with
           | the intent that congress would remove the fudge before the
           | consequences triggered.
           | 
           | Governments in general are pushing for capital gains tax
           | normalization where instead of requiring a taxation event the
           | capital gains tax would be levied yearly. In such a scenario
           | the only difference remaining would stem from the difference
           | taxation rates.
        
             | yardstick wrote:
             | > Governments in general are pushing for capital gains tax
             | normalization where instead of requiring a taxation event
             | the capital gains tax would be levied yearly.
             | 
             | You're alluding to wealth taxes, right?
             | 
             | Because taxing unrealised gains are wealth taxes.
             | 
             | Or maybe I've misunderstood?
        
               | dragonwriter wrote:
               | > Because taxing unrealised gains are wealth taxes.
               | 
               | No, wealth taxes are a tax on retained wealth (a stock).
               | Taxing unrealized gains is a tax on income (a flow), it
               | just changes the point at which taxation attaches from a
               | realization event to the actual gain.
        
               | aeonik wrote:
               | But you haven't gained... you could be taxed over and
               | over again, and if the stick drops or hits zero then
               | what? It's all on paper and not "real".
        
               | lesuorac wrote:
               | imo, it's in the best interest of the market for people
               | to have to realize their gains otherwise the price of an
               | item is pretty imaginary if it's never realized.
        
               | dragonwriter wrote:
               | > But you haven't gained...
               | 
               | Yes, you have. You have an asset of greater value which
               | you can leverage in a number of ways without liquidating
               | it and "realizing" the gains. That's a real gain, with
               | real value.
               | 
               | > you could be taxed over and over again
               | 
               | Only if you make new unrealized gains.
               | 
               | > and if the stick drops or hits zero then what?
               | 
               | Then you have a negative unrealized gain, or,
               | equivalently, an unrealized loss. If you are taxing
               | unrealized gains instead of taxing gains when realized,
               | then the natural assumption would be, _just as is done
               | with taxing gains at realization_ , that negative
               | unrealized gains are either offset against current income
               | or against future unrealized gains, and so effectively
               | create (considered on their own) negative (current or
               | future) taxes. The simplest form of this is to offset
               | only against future gains, by the simple mechanism that
               | when gains are recognized for tax purposes, they adjust
               | the basis value of the asset, and when unrealized losses
               | occur, they don't effect the basis value at all, so you
               | don't have a taxable unrealized gain again until the
               | market value exceeds the basis value established at the
               | prior peak.
               | 
               | More complex versions would allow you to offset some or
               | all of the unrealized loss from the prior basis value
               | against current income of other forms, but the amount of
               | that offset would reduce the basis value of the asset.
        
               | cjbgkagh wrote:
               | If pegged to inflation then they are not, but I think
               | they likely will be. People who might think this is great
               | should understand that the government makes more money
               | increasing wealth inequality aligning the interest of the
               | government and the ultra rich.
        
           | demosthanos wrote:
           | We're not talking about a tax deduction in the sense of a
           | special privilege, we're talking about simple calculations of
           | profit.
           | 
           | Before this change, tax for software development was
           | calculated against:
           | 
           | * Profit = Revenue - Expenses
           | 
           | And software developer salaries fell neatly into Expenses
           | unless you were looking for an R&D tax credit.
           | 
           | After this change, tax for software development is calculated
           | against this new equation:
           | 
           | * Profit = Revenue - (1/5 * YearlyExpenses[-1]) - (1/5 *
           | YearlyExpenses[-2]) - (1/5 * YearlyExpenses[-3]) - (1/5 *
           | YearlyExpenses[-4]) - (1/5 * YearlyExpenses[-5])
           | 
           | Which means that if you are in Year 1 of operation, your
           | values for YearlyExpenses[-2:-5] are all 0 and you only get
           | to deduct 1/5 of your actual operating costs for the year
           | from your "profit". So you can be _in the hole_ but still owe
           | taxes on your  "profit" for the year because what you spent
           | money on was classified as R&D.
        
             | lesuorac wrote:
             | It is a subsidy!
             | 
             | Why should money spent on software _development_ not have
             | to be deprecated over time like other money spent on
             | _development_?
             | 
             | I get that it sucks from a cash flow standpoint but the
             | same is going to be true of other R&D expenses. It's just
             | that we're more exposed to this specific R&D expenditure
             | and not others.
        
               | anp wrote:
               | The root of this subthread makes it clear why the current
               | provisions to force software expenses to be amortized are
               | different than other kinds of R&D.
        
           | mountainriver wrote:
           | Yes and part of the reason America is so rich
        
         | Reason077 wrote:
         | The OBBBA ("Big Beautiful Bill") suspends amortization
         | requirements for domestic R&D expenditure, and explicitly
         | allows domestic software development as an R&D expenditure
         | eligible for immediate expensing.
         | 
         | The new rules would apply from 2025 to Dec 31, 2029:
         | 
         | https://www.crowell.com/en/insights/client-alerts/house-comm...
        
           | tomrod wrote:
           | That would be the one positive I have heard regarding OBBB.
           | This should be put into its own bill.
        
             | madaxe_again wrote:
             | That isn't how legislation is passed. If anything, it needs
             | a section about acceptable tar shingle application
             | standards for roofs within 6 nautical miles of any heliport
             | operated in a subarctic area on the west cost. Then it's
             | looking like a bill.
        
               | teeray wrote:
               | You forgot renewing the Patriot Act :)
        
               | aetherson wrote:
               | There's a little of this, but more so, you only get one
               | reconciliation bill per year. And anything that's not a
               | reconciliation bill has to be bipartisan.
        
               | AnonymousPlanet wrote:
               | And it gets so bizzare that even legislators have to
               | laugh when they read it out loud, like in this case here
               | in Switzerland:
               | 
               | https://www.youtube.com/watch?v=S9hztUCq15o
        
           | Terr_ wrote:
           | That "suspends" should be understood as "continues to hold-
           | hostage" / "renews as a time-bomb to screw over some other
           | party".
        
             | sherburt3 wrote:
             | Removing it would make Congress less powerful, and we can't
             | have that now can we.
        
               | rurp wrote:
               | If anything it has been the opposite problem, with modern
               | congresses having been more than happy to delegate away
               | their powers. You might have heard the recent tariff news
               | for example.
        
             | avsteele wrote:
             | That isn't the reason. They sunset in the bill so it has a
             | lower CBO score (which calculates costs out to 10 years).
             | If you sunset in the bill after 5 years, even if you know
             | it will get renewed, the apparent cost goes down. Get it?
        
           | gigatexal wrote:
           | This is a highlight in an otherwise shitty bill.
           | 
           | I saw let Trump's ugly bill die and then a small fix up to
           | the tax code could be this. Should be able to pass.
        
             | yieldcrv wrote:
             | This bill is goated for upper middle class and tech and
             | defense sector
             | 
             | And I'm tired of pretending like we aren't going to be
             | beneficiaries
             | 
             | Every Congress increases the debt, we can acknowledge that
             | the cuts they picked are going to wreck the lower class
             | especially with the medicaid, we can acknowledge that it
             | won't meet its goals of cuts
             | 
             | but are you guys just scared to acknowledge its going to
             | super charge things that you are a beneficiary of too? so
             | busy saying it just benefits billionaires as if we're
             | trying to avoid guillotines. not gonna happen and many
             | people here are going to try to take advantage of new
             | programs
        
           | slipnslider wrote:
           | Repealing SB174 has bipartisan support. The house already
           | passed its repeal but it died in Senate because a separate
           | took (that also repealed it) took its place but that separate
           | bill stalled out.
           | 
           | 174 is so small it can't go through both chambers on its own
           | so it needs to get attached a larger bill like OBBA.
           | 
           | It's unfortunate because it appears both sides want this
           | repealed to allow immediate amortization of domestic R&D
           | expenses.
           | 
           | https://abgi-usa.com/section174/latest-and-greatest
        
         | trhway wrote:
         | What i like about US is that compare to other countries (like
         | for example Russia where i'm originally from) there is almost
         | no lying and cheating here. Instead there is a respect of the
         | law and an army of talented creative accountants and lawyers.
         | Remember that stale "multi-used" sandwich served with the drink
         | which by virtue of its existence converted drinking
         | establishment into a food serving restaurant? Not being an
         | accountant, i'd just speculate, out of sheer fantasy, that some
         | hardware chip/gadget added to your software may similarly
         | convert your software development into hardware/gadget one.
        
         | e40 wrote:
         | And if the R&D uses foreign workers, because you can't afford
         | to pay US wages, then the 5 years goes to 15 years!
         | 
         | This hurts small companies (like mine) that were priced out of
         | the US developer market.
        
         | mountainriver wrote:
         | This is one of the worst things MAGA has done. Tech startups
         | are the source of so much of our wealth, and this makes it very
         | challenging to ever build one.
         | 
         | I can't believe this still exists, and no one has changed it.
         | We truly are governed by morons
        
       | beezle wrote:
       | Bloomstink has a short article on R&D expenses/tax credits as
       | does Reuters on some of the back and current history.
       | 
       | But just as an accounting note: R&D expense has nothing to do
       | with the company having revenues for an existing product, which
       | already is allowed to deduct cost of goods sold, selling and
       | admin expense. It is a cost related to future business and in
       | that regard, it is not crazy to say it should be amortized. That
       | in the past this did not happen, or that accelerated depreciation
       | for other assets is in the IRS code is a function of the
       | government wanting to effectively subsidize business investment.
       | 
       | https://pro.bloombergtax.com/insights/federal-tax/rd-tax-cre...
       | 
       | https://tax.thomsonreuters.com/news/the-future-of-rd-expensi...
        
         | klipt wrote:
         | But most employee salaries are deductible right? If you hire a
         | chef at your restaurant, you aren't depreciating their salary.
         | 
         | Doesn't that make software engineers one of the few employees
         | with much worse tax treatment?
        
           | ksec wrote:
           | I think that is the simplest and best analogy I have read so
           | far in the comments.
        
             | luckylion wrote:
             | The chef doesn't create a meal once that you can sell for
             | the next 10 years though. You pay him for time X, he makes
             | a meal, you sell that meal.
             | 
             | That's fundamentally different from regular software
             | development outside of agencies where there is no direct
             | relationship. Software development is closer to an
             | investment than an expense.
             | 
             | Amortization sucks in general, yes, because the money is
             | gone and it doesn't affect your taxes to the same amount,
             | but that's not different for any company doing
             | manufacturing or anyone needing specialized tools or
             | vehicles that cost significant amounts.
        
               | cake_robot wrote:
               | When someone pays for labor to build an apartment
               | building they profit off for decades, do they amortize
               | that labor?
        
       | DyslexicAtheist wrote:
       | bit of a self-own it seems. Start-ups and early stage companies
       | might simply decide to start in a more friendly tax jurisdiction.
       | E.g.: Switzerland offers a 135% deduction on R&D-related salaries
       | in the year they are incurred, making it an attractive location
       | for tech development
       | 
       | EU provides a large pool of experienced developers seeking new
       | opportunities on salaries well below SV. Why pay 500K for a burnt
       | out "rockstar" who spends more time on twitter than doing actual
       | work when you can hire highly skilled people in Eastern-EU (or
       | even in Berlin).
       | 
       | Section 174 seems unlikely to progress unless attached to broader
       | legislation.
       | 
       | > _" More promising is the Tax Relief for American Families and
       | Workers Act of 2024 (H.R. 7024), which proposes restoring
       | immediate expensing for U.S.-based R&D investments through the
       | end of 2025. "_ --
       | https://www.pwc.com/us/en/services/tax/library/tax-committee...
        
         | renewiltord wrote:
         | That's a good policy but Switzerland is awful for startups:
         | expensive, strict labour laws, few funding opportunities, risk-
         | averse customers, fragmented European market.
         | 
         | If I could start anywhere in the World, Switzerland would be
         | above all the war-torn and crime-ridden places, but business-
         | wise it's no good for a tech startup.
        
       | holtkam2 wrote:
       | Honest question, is there a community / grassroots effort I can
       | participate in so that this this section 174 change can be
       | reverted to its pre-2022 state?
       | 
       | I'm wondering, if such a movement doesn't doesn't exist already,
       | do I need to start it myself?
        
         | linkjuice4all wrote:
         | - Gather up about 10 million dollars (more will help)
         | 
         | - Bribe the right people
         | 
         | I hate to provide such a cynical and lazy response but we've
         | got until midterms (maybe) before you really have a shot at
         | 'democratically' influencing the system. For the time being
         | you'll have to work with the mafia that's currently running
         | things and outbid whoever wanted this to happen in the first
         | place.
        
       | entangledqubit wrote:
       | From what I understand, this does not actually affect Google.
       | They were already amortizing their R and D expenses.
       | 
       | Over long time scales (and big company revenue streams), this is
       | sort of a wash. I think this hurts startups a bit more due to the
       | long timescales involved which eats up much needed cash in the
       | short term.
        
       | wk_end wrote:
       | Why is this the first we're hearing about this, three years in?
       | The article says these companies blamed other factors for the
       | layoffs - why?
        
         | tomrod wrote:
         | It's not the first time many have heard about it.
        
         | madaxe_again wrote:
         | "We are heavily subsidised by taxpayers" is not great optics.
        
           | anp wrote:
           | To head off the likely questions, I downvoted this comment
           | because it is a gross misrepresentation of section 174 and
           | the changes made to it.
        
         | candiddevmike wrote:
         | There were a ton of stories around this in 2022 as a bunch of
         | startups scrambled to make ends meet due to this bill taking
         | effect.
        
       | wenbin wrote:
       | Let me guess - the keyword here is "Section 174", just from the
       | title alone :)
       | 
       | Dealing with Section 174 amortization in those first one to three
       | years is a real headache (and your tax bill ends up higher than
       | if it didn't apply). Once your startup survives that the first
       | few years of doing Section 174, things do get easier... but,
       | sadly, most don't make it that far.
        
       | silverlight wrote:
       | I made one of the original posts on HN about this years ago after
       | hearing about it from my CPA. Both then and now these changes
       | make zero sense to me as a matter of good policy. I am also still
       | surprised at the number of people in tech who either haven't
       | heard about this or are willfully ignoring it and likely filing
       | their taxes incorrectly.
        
       | e40 wrote:
       | It's not only that, ZIRP[1] contributed.
       | 
       | Also, the 10+ years before the layoffs started tech companies
       | were on a hiring binge. Much of big tech was hiring to keep
       | people off the market and off their competitors payrolls (this is
       | from friends of friends in FANG HR departments). These were high
       | paying jobs, too.
       | 
       | [1] https://news.ycombinator.com/item?id=44141650
        
         | mountainriver wrote:
         | We are at a bad inflection point of Zirp, tax changes, and AI.
         | 
         | All of which make hiring engineers unattractive
        
       | avsteele wrote:
       | This is about way more than software. It's all R&D
       | 
       | It's effectively 6 years too. You only get to depreciate 10% in
       | 1st year. This might have killed my company if it was around
       | during first years.
       | 
       | See my comments on the previous discussion (Nov 2023) here:
       | https://news.ycombinator.com/item?id=38145630
        
       | GypsyKing716 wrote:
       | Love articles that are 39 pages long with one paragraph and 3 ads
       | per page. mmmm.. good journalism.
        
       | bravesoul2 wrote:
       | Could this lead to a new financial product that lends money to
       | companies to pay this tax secured on the future deductions?
       | 
       | This would be a no go for startups though.
        
       | TrevorFSmith wrote:
       | So, we want incredibly profitable companies like Google,
       | Microsoft, and Apple to take their software development costs and
       | subtract that from their tax bill? These are the same companies
       | that file patents so nobody else can use the ideas that they
       | developed at the expense of public services. How about making it
       | a tax break only for small and medium sized companies?
        
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