[Congressional Bills 118th Congress]
[From the U.S. Government Publishing Office]
[H.R. 8602 Introduced in House (IH)]

<DOC>






118th CONGRESS
  2d Session
                                H. R. 8602

  To require the Secretary of Labor to establish a program to provide 
                   grants for job guarantee programs.


_______________________________________________________________________


                    IN THE HOUSE OF REPRESENTATIVES

                              June 3, 2024

Mrs. Watson Coleman (for herself, Ms. Omar, Ms. Norton, Ms. Tlaib, Mr. 
  Bowman, and Mrs. Ramirez) introduced the following bill; which was 
  referred to the Committee on Ways and Means, and in addition to the 
     Committee on Education and the Workforce, for a period to be 
subsequently determined by the Speaker, in each case for consideration 
  of such provisions as fall within the jurisdiction of the committee 
                               concerned

_______________________________________________________________________

                                 A BILL


 
  To require the Secretary of Labor to establish a program to provide 
                   grants for job guarantee programs.

    Be it enacted by the Senate and House of Representatives of the 
United States of America in Congress assembled,

SECTION 1. SHORT TITLE.

    This Act may be cited as the ``Workforce Promotion and Access Act'' 
or the ``WPA Act''.

SEC. 2. JOB GUARANTEE GRANT PROGRAM.

    (a) Definitions.--In this section:
            (1) Eligible entity.--The term ``eligible entity'' means--
                    (A) a State;
                    (B) a political subdivision of a State;
                    (C) a Tribal entity;
                    (D) an outlying area; or
                    (E) a consortium of the entities described in 
                subparagraph (B) or (C).
            (2) Job guarantee program.--The term ``job guarantee 
        program'' means a program that meets the requirements of 
        subsection (c).
            (3) Rural area.--The term ``rural area'' means an area that 
        is located outside of an urban area.
            (4) Tribal entity.--The term ``Tribal entity'' means an 
        Indian tribe or tribal organization as such terms are defined 
        in section 4 of the Indian Self-Determination Act (25 U.S.C. 
        5304).
            (5) Urban area.--The term ``urban area'' the has the 
        meaning given the term by the Bureau of the Census in 
        regulations.
            (6) Secretary.--The term ``Secretary'' means the Secretary 
        of Labor.
            (7) WIOA definitions.--The terms ``adult education and 
        literacy activities'', ``career planning'', ``individual with a 
        barrier to employment'', ``in-demand industry sector or 
        occupation'', ``local board'', ``outlying area'', ``recognized 
        postsecondary credential'', ``State'', ``State board'', 
        ``supportive services'', and ``workplace learning advisor'' 
        have the meanings given such terms in section 3 of the 
        Workforce Innovation and Opportunity Act (29 U.S.C. 3102).
    (b) Establishment.--
            (1) In general.--The Secretary shall establish a program to 
        provide competitive grants to eligible entities to establish 
        programs to ensure that any eligible individual within the area 
        served by any such eligible entity who applies for a job 
        through such a program established by such eligible entity will 
        be provided with employment in accordance with this section.
            (2) National job priorities.--Prior to soliciting the 
        initial grants under this section, the Secretary shall make 
        publicly available on the website of the Department of Labor a 
        list of national job priorities emphasizing strategic job 
        creation in in-demand industry sectors and occupations that 
        address community needs, promote economic resilience, and 
        support sustainable development. The Secretary may take State 
        board and local board suggestions into consideration when 
        developing such list.
            (3) Grant period; additional grants.--
                    (A) Grant period.--A grant awarded under this 
                section shall be for a period of 3 years. In the case 
                of an additional grant awarded to an eligible entity, 
                the 3-year grant period for such additional grant shall 
                begin on the day after the last day of the grant period 
                of the preceding grant awarded to such eligible entity 
                under this section.
                    (B) Additional grants.--
                            (i) In general.--An eligible entity that 
                        receives a grant under this section may reapply 
                        under this section for one or more additional 
                        grants if such eligible entity, as of the date 
                        of the application for such additional grant--
                                    (I) meets the requirements of 
                                subsection (f)(1);
                                    (II) has not become ineligible for 
                                funds under this section pursuant to 
                                subsection (k)(2)(B); and
                                    (III) meets any performance 
                                requirements, as determined by the 
                                Secretary, with respect to the program 
                                carried out under the preceding grant.
                            (ii) Grant renewal application.--Such an 
                        eligible entity may submit an application under 
                        subsection (e) for an additional grant prior to 
                        the last day of the grant period of the 
                        preceding grant awarded to the eligible entity 
                        under this section.
                            (iii) Expedited review permitted.--The 
                        Secretary may provide an expedited review 
                        process for an eligible entity's application 
                        for an additional grant, which may include a 
                        performance review of the program carried out 
                        under the preceding grant awarded to the 
                        eligible entity under this section.
    (c) Job Guarantee Programs.--
            (1) In general.--Subject to paragraph (2), a job guarantee 
        program meets the requirements of this subsection if each job 
        provided under such program--
                    (A) is available to any individual who--
                            (i) is 18 years of age or older; and
                            (ii) has principal residence in the 
                        eligible entity as of the date that such 
                        individual applies for a job under such 
                        program;
                    (B) is, with respect to each individual who 
                receives a job under the program, included as part of 
                an established bargaining unit and covered by any 
                applicable collective bargaining agreement in effect if 
                similarly situated employees are part of such unit and 
                represented by an exclusive bargaining representative; 
                and
                    (C) provides each such individual the following:
                            (i) A choice between coverage under--
                                    (I) a health insurance program that 
                                is comparable to that offered to 
                                Federal employees under the Federal 
                                Employee Health Benefits Program; or
                                    (II) the health insurance program 
                                under an applicable collective 
                                bargaining agreement as provided for 
                                under subparagraph (B).
                            (ii) The following leave--
                                    (I) family and medical leave 
                                consistent with the provisions of the 
                                Family and Medical Leave Act of 1993 
                                and applicable State law, except that 
                                such leave shall be paid leave; and
                                    (II) paid sick leave as provided by 
                                the Emergency Paid Sick Leave Act under 
                                division E of the Families First 
                                Coronavirus Response Act (29 U.S.C. 
                                2601 note).
                            (iii) The paid training and career 
                        development opportunities developed pursuant to 
                        subsection (j).
                            (iv) A wage that is not less than the 
                        highest of the following rates:
                                    (I) $17 per hour.
                                    (II) The hourly wage required to be 
                                paid to employees in the area to be 
                                served under the program.
                                    (III) The prevailing wage in the 
                                area involved for a similar job as 
                                required by chapter 67 of title 41, 
                                United States Code, and other related 
                                laws.
                                    (IV) The applicable wage under an 
                                applicable collective bargaining 
                                agreement as provided for under 
                                subparagraph (B).
            (2) Suspensions.--
                    (A) In general.--An eligible individual who 
                receives job under a job guarantee program under this 
                section may be released or suspended from such job if 
                such individual--
                            (i) fails to perform the stipulated duties; 
                        or
                            (ii) is generally disruptive to the 
                        workplace involved.
                    (B) Review procedures.--The Secretary shall 
                establish procedures to provide for an opportunity for 
                a review of any such release or suspension.
    (d) Other Uses of Funds.--A grant awarded under this section may be 
used to provide workers in a job guarantee program with--
            (1) supportive services, which may include food, 
        transportation, child care, dependent care, housing, clothing 
        and personal protection equipment, and needs-related payments, 
        that are necessary to enable an individual to participate in 
        activities authorized under this section;
            (2) access to a workplace learning advisor to support the 
        education, skill development, job training, career planning, 
        and credentials required to progress toward career goals of 
        such employees in order to meet employer requirements related 
        to job openings and career advancements that support economic 
        self-sufficiency;
            (3) adult education and literacy activities, including 
        those provided by public libraries;
            (4) activities that assist justice-involved individuals, 
        formerly incarcerated individuals, and individuals with 
        criminal records in reentering the workforce; and
            (5) financial literacy activities including those described 
        in section 129(b)(2)(D) of the Workforce Innovation and 
        Opportunity Act (29 U.S.C. 3164(b)(2)(D)).
    (e) Applications.--An eligible entity seeking a grant under this 
section shall submit an application to the Secretary at such time, in 
such manner, and containing such information as the Secretary may 
require. Such application shall include--
            (1) a description of the geographic area and population 
        that the entity intends to serve under the job guarantee 
        program established under the grant, including the area 
        unemployment rate, underemployment rate, unemployment rate for 
        individuals with disabilities, poverty rate, housing vacancy 
        rate, crime rate, household income distribution, home-ownership 
        rate, labor force participation rate, and educational 
        attainment distribution;
            (2) to the extent practicable, a description of the jobs 
        that will be offered under the job guarantee program, 
        including--
                    (A) a description of supports provided to 
                individuals with disabilities and accommodations 
                required under the Americans with Disabilities Act of 
                1990 (42 U.S.C. 12101 et seq.); and
                    (B) a description of supports and procedures to 
                ensure job access and opportunities for individuals 
                with criminal records, including information on 
                physical and programmatic accessibility, in accordance 
                with section 188 of the Workforce Innovation and 
                Opportunity Act (29 U.S.C. 3248), if applicable, and 
                the Americans with Disabilities Act of 1990, for 
                individuals with disabilities;
            (3) the need in the area for jobs to be performed, 
        including for jobs designated as a high-skill, high-wage, or 
        in-demand industry sector or occupation by the Secretary, State 
        board, or local board;
            (4) a description of State, local, or philanthropic 
        funding, including through coordination and in-kind or 
        nonfinancial support, if any, that will be provided to assist 
        in carrying out the job guarantee program;
            (5) an assurance that the eligible entity will establish--
                    (A) a public internet website, in conjunction with 
                the Secretary, to post all available jobs under the job 
                guarantee program; and
                    (B) a process for individuals to apply for such 
                jobs;
            (6) a comprehensive plan to describe how the funding under 
        the program will leverage existing or anticipated local, State, 
        and Federal funding;
            (7) an assurance that necessary administrative data systems 
        and information technology infrastructure are available, or 
        will be available, to provide for full participation in the 
        evaluation under subsection (m);
            (8) a description of how the eligible entity will comply 
        with the requirements described in subsection (c)(1)(D);
            (9) an assurance that the entity will enter into an 
        allocation agreement with the Secretary under subsection 
        (k)(2)(A); and
            (10) an assurance that any job in the energy and 
        infrastructure sector provided under the program will not 
        exacerbate the impacts of climate change.
    (f) Selection.--In awarding grants to eligible entities under this 
section, the Secretary shall--
            (1) select eligible entities that--
                    (A) as of the date of submission of the application 
                under subsection (e), has an unemployment rate that (as 
                determined by the Bureau of Labor Statistics based on 
                the most recent data available as of such date or, in 
                the case of an eligible entity that is a Tribal entity 
                with respect to which no Federal data are available, 
                based on employment entity submitted by the Tribal 
                entity) is at least the lower of--
                            (i) 5 percent; or
                            (ii) 80 percent of the national 
                        unemployment rate;
                    (B) in the case of eligible entities seeking an 
                additional grant pursuant to subsection (b)(3), have 
                not been determined to be ineligible for funds under 
                this section pursuant to subsection (k)(2)(B); and
            (2) consider diversity in geographic location, urban-rural 
        composition, and political entity, including the representation 
        of Tribal entities.
    (g) Amount of Grant.--
            (1) Establishment of fund.--There is established in the 
        Treasury of the United States a separate account to be known as 
        the ``Job Guarantee Program Trust Fund'' (referred to in this 
        section as the ``Fund'').
            (2) Transfers to fund.--There is hereby appropriated to the 
        Fund amounts equivalent to--
                    (A) taxes received in the Treasury under subchapter 
                C of chapter 36 of the Internal Revenue Code of 1986; 
                and
                    (B) interest earned on investment of amounts in the 
                Fund under rules similar to the rules of section 
                9602(b) of such Code.
            (3) Use of amounts.--The Secretary shall use amounts in the 
        Fund to make payments to grantees under grants under this 
        section in accordance with paragraph (4).
            (4) Payments.--
                    (A) In general.--The Secretary shall determine the 
                annual amount of a grant under this section based on a 
                formula to be developed by the Secretary.
                    (B) Payments.--The Secretary shall make payments to 
                grantees under this section based on a standardized 
                payment schedule and in a manner determined appropriate 
                by the Secretary. The Secretary shall not make 
                subsequent payments to a grantee after the initial 
                payment until the grantee certifies to the Secretary 
                that the grantee has expended, transferred, or 
                obligated not less than 80 percent of the most recent 
                payment made under this subsection.
    (h) Limitations.--An eligible entity may not use amounts received 
under a grant under this section to--
            (1) employ individuals who will replace, or lead to the 
        displacement of, existing employees, positions, or individuals 
        who would otherwise perform similar employment;
            (2) disrupt existing contracts or collective bargaining 
        agreements; and
            (3) perform functions otherwise prohibited by applicable 
        Federal, State, or local laws.
    (i) Federal Provision of Jobs in Program Sites.--
            (1) Guidance.--Not later than 30 days after the date on 
        which the Secretary awards the first grant under this section, 
        the Secretary shall--
                    (A) provide guidance to the heads of appropriate 
                Federal agencies to notify such agencies of job 
                guarantee programs established under the grants awarded 
                to eligible entities under this section, and that such 
                agencies may work with such eligible entities to carry 
                out such programs on behalf of such eligible entities 
                and receive reimbursement for carrying out such a 
                program;
                    (B) request that, not later than 30 days after the 
                date on which the guidance is received under 
                subparagraph (A), the heads of such agencies notify the 
                Secretary of the number and types of jobs that each 
                such agency would make available through each of the 
                programs; and
                    (C) ensure that each such agency makes best efforts 
                to provide jobs through the programs established under 
                such grants.
            (2) Application of provisions.--The requirements of 
        subsection (c) relating to wages and benefits provided to 
        participants in jobs provided under job guarantee programs, and 
        the limitations in subsection (h), shall apply to Federal 
        agencies and jobs provided under this subsection.
            (3) Listing of jobs on website.--The Secretary shall 
        establish procedures to ensure that jobs identified under 
        paragraph (1)(B) are listed on the appropriate public internet 
        website as provided for under subsection (e)(5)(A).
    (j) Training and Development.--
            (1) In general.--Not later than 30 days after the date of 
        enactment of this Act, the Secretary shall develop procedures 
        to support a minimum of 1 week, and up to 8 weeks, of paid 
        training and career development opportunities to eligible 
        individuals selected to participate in a program under this 
        section in order to enable such individuals to perform duties 
        required by such program.
            (2) Specific populations.--With respect to individuals with 
        barriers to employment (as defined in section 3(24) of the 
        Workforce Innovation and Opportunity Act (29 U.S.C. 3102(24)), 
        the training period may include specific job-related training 
        and counseling and other general skills training to prepare 
        such individuals to reenter the workforce.
    (k) Audits; Allocation Agreements.--
            (1) Audits.--The Secretary, acting through the Inspector 
        General of the Department of Labor, shall carry out annual 
        audits of the use of grant funds provided to eligible entities 
        under this section.
            (2) Allocation agreements and misuse of funds.--
                    (A) Allocation agreements.--An eligible entity 
                shall enter into an allocation agreement with the 
                Secretary that shall provide that the Secretary shall 
                recoup any amounts paid to the entity under a grant 
                under this section if the results of an audit under 
                paragraph (1) include a finding that there was an 
                intentional or reckless misuse of such funds by such 
                entity.
                    (B) Loss of eligibility.--An eligible entity that 
                is determined to have falsified or otherwise misstated 
                data in any report submitted to the Secretary with the 
                intent to deceive or mislead the Secretary shall be 
                ineligible to receive additional funds under this 
                section.
    (l) Reports.--
            (1) Submission of reports.--Not later than 90 days after 
        the end of each fiscal year for which an eligible entity 
        obligates or expends any amounts made available under a grant 
        under this section, the eligible entity shall submit to the 
        Secretary a report that--
                    (A) specifies the amount of grant funds obligated 
                or expended for the preceding fiscal year;
                    (B) specifies any purposes for which the funds were 
                obligated or expended; and
                    (C) includes any other information that the 
                Secretary may require to more effectively administer 
                the grant program under this section, including the 
                indicators of performance under section 116(b)(2)(A)(i) 
                of the Workforce Innovation and Opportunity Act (29 
                U.S.C. 3141(b)(2)(A)(i)), with the performance data 
                disaggregated by race, ethnicity, sex, age, and 
                membership in a population specified in section 3(24) 
                of such Act (29 U.S.C. 3102(24)).
            (2) Publication of reports.--Not later than 180 days after 
        the end of each fiscal year for which an eligible entity 
        obligates or expends any amounts made available under a grant 
        under this section, the Secretary shall publish such reports 
        from paragraph (1) in a searchable online database.
    (m) Evaluation.--The Chief Evaluation Officer at the Department of 
Labor shall provide for the conduct of an evaluation of each program 
carried out by an eligible entity under this section, using a rigorous 
design and evaluation methods to assess the implementation of the 
program and its impact on, with respect to the area served by such 
program--
            (1) overall employment, public-sector employment, and 
        private-sector employment;
            (2) private-sector employment, wages, and benefits;
            (3) poverty rate;
            (4) public assistance spending and other Federal spending 
        in the area served by the program;
            (5) child health and educational outcomes;
            (6) health and well-being of those with mental, emotional, 
        and behavioral health needs;
            (7) incarceration rates;
            (8) the environment, including air quality and water 
        quality;
            (9) the indicators of performance as described in 
        subsection (l)(1)(C); and
            (10) other economic development and individual outcome 
        indicators, as determined by the Secretary.
    (n) Expansion of Work Opportunity Credit To Include Participants in 
Job Guarantee Programs.--
            (1) In general.--Subsection (d) of section 51 of the 
        Internal Revenue Code of 1986 is amended--
                    (A) in paragraph (1)--
                            (i) in subparagraph (I), by striking ``or'' 
                        at the end,
                            (ii) in subparagraph (J), by striking the 
                        period at the end and inserting ``, or'', and
                            (iii) by adding at the end the following 
                        new subparagraph:
                    ``(K) a qualified participant in a job guarantee 
                program.'', and
                    (B) by adding at the end the following new 
                paragraph:
            ``(16) Qualified participant in a job guarantee program.--
        The term `qualified participant in a job guarantee program' 
        means any individual who is certified by the designated local 
        agency as having participated in a job guarantee program under 
        section 2 of the Workforce Promotion and Access Act for not 
        less than 3 months during the 6-month period ending on the 
        hiring date.''.
            (2) Effective date.--The amendments made by this subsection 
        shall apply to individuals who begin work for the employer 
        after December 31, 2024.
    (o) Appropriations.--From funds in the Treasury not otherwise 
appropriated, there are appropriated to the Secretary such sums as may 
be necessary to carry out this section.

SEC. 3. TRANSACTION TAX.

    (a) In General.--Chapter 36 of the Internal Revenue Code of 1986 is 
amended by inserting after subchapter B the following new subchapter:

              ``Subchapter C--Tax on Trading Transactions

``Sec. 4475. Tax on trading transactions.
``Sec. 4476. Derivative defined.

``SEC. 4475. TAX ON TRADING TRANSACTIONS.

    ``(a) Imposition of Tax.--There is hereby imposed a tax on each 
covered transaction with respect to any security.
    ``(b) Rate of Tax.--The tax imposed under subsection (a) with 
respect to any covered transaction shall be 0.1 percent of the 
specified base amount with respect to such covered transaction.
    ``(c) Specified Base Amount.--For purposes of this section, the 
term `specified base amount' means--
            ``(1) except as provided in paragraph (2), the fair market 
        value of a security (determined as of the time of the covered 
        transaction), and
            ``(2) in the case of any payment with respect to a 
        derivative, the amount of such payment.
    ``(d) Covered Transaction.--For purposes of this section--
            ``(1) In general.--The term `covered transaction' means--
                    ``(A) except as provided in subparagraph (B), any 
                purchase if--
                            ``(i) such purchase occurs on, or is 
                        subject to the rules of, a qualified board or 
                        exchange located in the United States, or
                            ``(ii) the purchaser or seller is a United 
                        States person, and
                    ``(B) any transaction with respect to a derivative 
                if--
                            ``(i) such derivative is traded on, or is 
                        subject to the rules of, a qualified board or 
                        exchange located in the United States, or
                            ``(ii) any party with rights under such 
                        derivative is a United States person.
            ``(2) Exception for initial issues.--No tax shall be 
        imposed under subsection (a) on any covered transaction with 
        respect to the initial issuance of any security described in 
        subparagraph (A), (B), or (C) of subsection (e)(1).
    ``(e) Definitions and Special Rules.--For purposes of this 
section--
            ``(1) Security.--For purposes of this section, the term 
        `security' means--
                    ``(A) any share of stock in a corporation,
                    ``(B) any partnership or beneficial ownership 
                interest in a partnership or trust,
                    ``(C) except as provided in paragraph (2), any 
                note, bond, debenture, or other evidence of 
                indebtedness, and
                    ``(D) any derivative (as defined in section 4476).
            ``(2) Exception for certain traded short-term 
        indebtedness.--A note, bond, debenture, or other evidence of 
        indebtedness which--
                    ``(A) is traded on, or is subject to the rules of, 
                a qualified board or exchange located in the United 
                States, and
                    ``(B) has a fixed maturity of not more than 100 
                days,
        shall not be treated as described in paragraph (1)(C).
            ``(3) Qualified board or exchange.--The term `qualified 
        board or exchange' has the meaning given such term by section 
        1256(g)(7).
    ``(f) By Whom Paid.--
            ``(1) In general.--The tax imposed by this section shall be 
        paid by--
                    ``(A) in the case of a transaction which occurs on, 
                or is subject to the rules of, a qualified board or 
                exchange located in the United States, such qualified 
                board or exchange, and
                    ``(B) in the case of a purchase not described in 
                subparagraph (A) which is executed by a broker (as 
                defined in section 6045(c)(1)) which is a United States 
                person, such broker.
            ``(2) Special rules for direct, etc., transactions.--In the 
        case of any transaction to which paragraph (1) does not apply, 
        the tax imposed by this section shall be paid by--
                    ``(A) in the case of a transaction described in 
                subsection (d)(1)(A)--
                            ``(i) the purchaser if the purchaser is a 
                        United States person, and
                            ``(ii) the seller if the purchaser is not a 
                        United States person, and
                    ``(B) in the case of a transaction described in 
                subsection (d)(1)(B)--
                            ``(i) the payor if the payor is a United 
                        States person, and
                            ``(ii) the payee if the payor is not a 
                        United States person.
    ``(g) Treatment of Exchanges and Payments With Respect to 
Derivatives.--For purposes of this section--
            ``(1) Treatment of exchanges.--
                    ``(A) In general.--An exchange shall be treated as 
                the sale of the property transferred and a purchase of 
                the property received by each party to the exchange.
                    ``(B) Certain deemed exchanges.--In the case of a 
                distribution treated as an exchange for stock under 
                section 302 or 331, the corporation making such 
                distribution shall be treated as having purchased such 
                stock for purposes of this section.
            ``(2) Payments with respect to derivatives treated as 
        separate transactions.--Except as otherwise provided by the 
        Secretary, any payment with respect to any derivative shall be 
        treated as a separate transaction for purposes of this section.
    ``(h) Application to Transactions by Controlled Foreign 
Corporations.--
            ``(1) In general.--For purposes of this section, a 
        controlled foreign corporation shall be treated as a United 
        States person.
            ``(2) Special rules for payment of tax on direct, etc., 
        transactions.--In the case of any transaction which is a 
        covered transaction solely by reason of paragraph (1) and which 
        is not described in subsection (f)(1)--
                    ``(A) Payment by united states shareholders.--Any 
                tax which would (but for this paragraph) be payable 
                under subsection (f)(2) by the controlled foreign 
                corporation shall, in lieu thereof, be paid by the 
                United States shareholders of such controlled foreign 
                corporation as provided in subparagraph (B).
                    ``(B) Pro rata shares.--Each such United States 
                shareholder shall pay the same proportion of such tax 
                as--
                            ``(i) the stock which such United States 
                        shareholder owns (within the meaning of section 
                        958(a)) in such controlled foreign corporation, 
                        bears to
                            ``(ii) the stock so owned by all United 
                        States shareholders in such controlled foreign 
                        corporation.
                    ``(C) Definitions.--For purposes of this 
                subsection, the terms `United States shareholder' and 
                `controlled foreign corporation' have the meanings 
                given such terms in sections 951(b) and 957(a), 
                respectively.
    ``(i) Administration.--The Secretary shall carry out this section 
in consultation with the Securities and Exchange Commission and the 
Commodity Futures Trading Commission.
    ``(j) Guidance; Regulations.--The Secretary shall--
            ``(1) provide guidance regarding such information reporting 
        concerning covered transactions as the Secretary deems 
        appropriate, and
            ``(2) prescribe such regulations as are necessary or 
        appropriate to prevent avoidance of the purposes of this 
        section, including the use of non-United States persons in such 
        transactions.

``SEC. 4476. DERIVATIVE DEFINED.

    ``(a) In General.--For purposes of this subchapter, except as 
otherwise provided in this section, the term `derivative' means any 
contract (including any option, forward contract, futures contract, 
short position, swap, or similar contract) the value of which, or any 
payment or other transfer with respect to which, is (directly or 
indirectly) determined by reference to one or more of the following:
            ``(1) Any share of stock in a corporation.
            ``(2) Any partnership or beneficial ownership interest in a 
        partnership or trust.
            ``(3) Any evidence of indebtedness.
            ``(4) Except as provided in subsection (b)(1), any real 
        property.
            ``(5) Any commodity which is actively traded (within the 
        meaning of section 1092(d)(1)).
            ``(6) Any currency.
            ``(7) Any rate, price, amount, index, formula, or 
        algorithm.
            ``(8) Any other item as the Secretary may prescribe.
Except as provided in regulations prescribed by the Secretary to 
prevent the avoidance of the purposes of this subchapter, such term 
shall not include any item described in paragraphs (1) through (8).
    ``(b) Exceptions.--
            ``(1) Certain real property.--
                    ``(A) In general.--For purposes of this subchapter, 
                the term `derivative' shall not include any contract 
                with respect to interests in real property (as defined 
                in section 856(c)(5)(C)) if such contract requires 
                physical delivery of such real property.
                    ``(B) Options to settle in cash.--
                            ``(i) In general.--For purposes of 
                        subparagraph (A), a contract which provides for 
                        an option of cash settlement shall not be 
                        treated as requiring physical delivery of real 
                        property unless the option is--
                                    ``(I) not exercisable 
                                unconditionally, and
                                    ``(II) exercisable only in unusual 
                                and exceptional circumstances.
                            ``(ii) Option of cash settlement.--For 
                        purposes of clause (i), a contract provides an 
                        option of cash settlement if the contract 
                        settles in (or could be settled in) cash or 
                        property other than the underlying real 
                        property.
            ``(2) Securities lending, sale-repurchase, and similar 
        financing transactions.--To the extent provided by the 
        Secretary, for purposes of this subchapter, the term 
        `derivative' shall not include the right to the return of the 
        same or substantially identical securities transferred in a 
        securities lending transaction, sale-repurchase transaction, or 
        similar financing transaction.
            ``(3) Options received in connection with the performance 
        of services.--For purposes of this subchapter, the term 
        `derivative' shall not include any option described in section 
        83(e)(3) received in connection with the performance of 
        services.
            ``(4) Insurance contracts, annuities, and endowments.--For 
        purposes of this subchapter, the term `derivative' shall not 
        include any insurance, annuity, or endowment contract issued by 
        an insurance company to which subchapter L applies (or issued 
        by any foreign corporation to which such subchapter would apply 
        if such foreign corporation were a domestic corporation).
            ``(5) Derivatives with respect to stock of members of same 
        worldwide affiliated group.--For purposes of this subchapter, 
        the term `derivative' shall not include any derivative 
        (determined without regard to this paragraph) with respect to 
        stock issued by any member of the same worldwide affiliated 
        group (as defined in section 864(f)) in which the taxpayer is a 
        member.
            ``(6) Commodities used in normal course of trade or 
        business.--For purposes of this subchapter, the term 
        `derivative' shall not include any contract with respect to any 
        commodity if--
                    ``(A) such contract requires physical delivery with 
                the option of cash settlement only in unusual and 
                exceptional circumstances, and
                    ``(B) such commodity is used (and is used in 
                quantities with respect to which such derivative 
                relates) in the normal course of the taxpayer's trade 
                or business (or, in the case of an individual, for 
                personal consumption).
    ``(c) Contracts With Embedded Derivative Components.--
            ``(1) In general.--If a contract has derivative and 
        nonderivative components, then each derivative component shall 
        be treated as a derivative for purposes of this subchapter. If 
        the derivative component cannot be separately valued, then the 
        entire contract shall be treated as a derivative for purposes 
        of this subchapter.
            ``(2) Exception for certain embedded derivative components 
        of debt instruments.--A debt instrument shall not be treated as 
        having a derivative component merely because--
                    ``(A) such debt instrument is denominated in a 
                nonfunctional currency (as defined in section 
                988(c)(1)(C)(ii)), or
                    ``(B) payments with respect to such debt instrument 
                are determined by reference to the value of a 
                nonfunctional currency (as so defined).
    ``(d) Treatment of American Depository Receipts and Similar 
Instruments.--Except as otherwise provided by the Secretary, for 
purposes of this subchapter, American depository receipts (and similar 
instruments) with respect to shares of stock in foreign corporations 
shall be treated as shares of stock in such foreign corporations.''.
    (b) Information Reporting With Respect to Controlled Foreign 
Corporations.--Section 6038(a)(1)(B) of such Code is amended by 
inserting ``and transactions which are covered transactions for 
purposes of section 4475 by reason of the application of section 
4475(h)(1) to such corporation'' before the semicolon at the end.
    (c) Conforming Amendment.--The table of subchapters for chapter 36 
of such Code is amended by inserting after the item relating to 
subchapter B the following new item:

             ``subchapter c. tax on trading transactions''.

    (d) Effective Date.--The amendments made by this section shall 
apply to transactions after December 31, 2024.
                                 <all>