NOTE 13. ACCOUNTING FOR INCOME TAXES

Income Tax Expense

Income tax expense consisted of the following for the years ended December 31 (dollars in millions):

 

 

 

2025

 

 

2024

 

 

2023

 

Current income tax expense:

 

 

 

 

 

 

 

 

 

Federal

 

$

20

 

 

$

5

 

 

$

1

 

State

 

 

2

 

 

 

3

 

 

 

2

 

Total current income tax expense

 

 

22

 

 

 

8

 

 

 

3

 

Deferred income tax expense (benefit):

 

 

 

 

 

 

 

 

 

Federal

 

 

2

 

 

 

(5

)

 

 

(37

)

Total deferred income tax expense (benefit)

 

 

2

 

 

 

(5

)

 

 

(37

)

Total income tax expense (benefit)

 

$

24

 

 

$

3

 

 

$

(34

)

 

A reconciliation of federal income taxes derived from the statutory federal tax rate of 21 percent applied to income before income taxes is as follows for the years ended December 31 (dollars in millions):

 

 

 

2025

 

 

2024

 

 

2023

 

Income from continuing operations before income tax expense (benefit)

 

$

217

 

 

N/A

 

 

$

183

 

 

N/A

 

 

$

137

 

 

N/A

 

U.S. federal statutory tax rate

 

 

46

 

 

 

21.0

%

 

 

38

 

 

 

21.0

%

 

 

29

 

 

 

21.0

%

State income taxes, net of federal income tax effect (1)

 

 

1

 

 

 

0.5

 

 

 

2

 

 

 

0.9

 

 

 

2

 

 

 

1.5

 

Research and development tax credits

 

 

(1

)

 

 

(0.5

)

 

 

(1

)

 

 

(0.6

)

 

 

(3

)

 

 

(1.7

)

Other adjustments:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Flow through related to deduction of meters and mixed service costs (2)

 

 

(7

)

 

 

(3.2

)

 

 

(23

)

 

 

(12.4

)

 

 

(48

)

 

 

(34.9

)

Excess deferred tax amortization

 

 

(11

)

 

 

(4.9

)

 

 

(11

)

 

 

(6.0

)

 

 

(12

)

 

 

(8.9

)

CARES Act tax benefit amortization

 

 

(2

)

 

 

(0.9

)

 

 

(1

)

 

 

(0.6

)

 

 

(1

)

 

 

(0.7

)

Other

 

 

(2

)

 

 

(0.9

)

 

 

(1

)

 

 

(0.8

)

 

 

(1

)

 

 

(0.7

)

Total other adjustments

 

 

(22

)

 

 

(9.9

)

 

 

(36

)

 

 

(19.8

)

 

 

(62

)

 

 

(45.2

)

Effective tax rate

 

$

24

 

 

 

11.1

%

 

$

3

 

 

 

1.5

%

 

$

(34

)

 

 

(24.4

)%

(1)
State taxes in Oregon made up greater than 50 percent of the tax effect in this category.
(2)
The Company's general rate cases included approval of base rate increases, offset by tax customer credits. As the tax customer credits are returned to customers, this results in a decrease to income tax expense due to flowing through the benefits related to meters and mixed service costs. Once these tax customer credits have been applied to customers and are exhausted, income tax expense will increase.

In July 2025, OBBB was signed into law, which includes significant changes to the U.S. tax code and related laws. The Company has evaluated the potential impact of OBBB on our consolidated financial statements in accordance with ASC 740 and, as of December 31, 2025, has determined the impact to the effective tax rate is not material.

Cash Paid for Income Taxes

Income taxes paid (net of refunds) consisted of the following for the years ended December 31 (dollars in millions):

 

 

2025

 

 

2024

 

 

2023

 

Federal

 

$

26

 

 

$

9

 

 

$

 

State

 

 

2

 

 

 

2

 

 

 

2

 

Total income taxes paid (net of refunds)

 

$

28

 

 

$

11

 

 

$

2

 

State income taxes paid (net of refunds) exceeded 5 percent of total income taxes paid (net of refunds) in the following jurisdictions for the years ended December 31 (dollars in millions):

 

 

2025

 

2024

 

 

2023

 

Alaska

 

*

 

$

1

 

 

$

1

 

Oregon

 

*

 

 

1

 

 

 

1

 

*Jurisdiction below the threshold for the period presented.

Deferred Income Taxes

Deferred income taxes reflect the net tax effects of temporary differences between the carrying amounts of assets and liabilities for financial reporting purposes and the amounts used for income tax purposes and tax credit carryforwards. The total net deferred income tax liability consisted of the following as of December 31 (dollars in millions):

 

 

 

2025

 

 

2024

 

Deferred income tax assets:

 

 

 

 

 

 

Regulatory liabilities

 

$

194

 

 

$

194

 

Tax credits and net operating loss carryforwards

 

 

29

 

 

 

36

 

Provisions for pensions

 

 

14

 

 

 

16

 

Other

 

 

56

 

 

 

49

 

Total gross deferred income tax assets

 

 

293

 

 

 

295

 

Valuation allowances for deferred tax assets

 

 

(8

)

 

 

(8

)

Total deferred income tax assets after valuation allowances

 

 

285

 

 

 

287

 

Deferred income tax liabilities:

 

 

 

 

 

 

Utility property, plant, and equipment

 

 

780

 

 

 

759

 

Regulatory assets

 

 

255

 

 

 

252

 

Other

 

 

31

 

 

 

27

 

Total gross deferred income tax liabilities

 

 

1,066

 

 

 

1,038

 

Uncertain tax benefits for deferred tax liabilities

 

 

(3

)

 

 

 

Total deferred income tax liabilities

 

 

1,063

 

 

 

1,038

 

Net long-term deferred income tax liability

 

$

778

 

 

$

751

 

 

The realization of deferred income tax assets is dependent upon the ability to generate taxable income in future periods. The Company evaluated available evidence supporting the realization of its deferred income tax assets and determined it is more likely than not that deferred income tax assets will be realized.

As of December 31, 2025, the Company had $22 million of state tax credit carryforwards. Of the total amount, the Company believes that it is more likely than not that it will only be able to utilize $14 million of the state tax credits. As such, the Company has recorded a valuation allowance of $8 million against the state tax credit carryforwards and reflected the net amount of $14 million as an asset as of December 31, 2025. State tax credits expire from 2026 to 2039.

Uncertain Tax Positions

The Company recognizes tax positions that meet the more-likely-than-not threshold as the largest amount of the tax benefit that is greater than 50 percent likely of being realized upon ultimate settlement with a tax authority that has full knowledge of all relevant information. The change in unrecognized tax benefits is as follows (dollars in millions):

 

 

2025

 

 

2024

 

 

2023

 

Unrecognized tax benefits at January 1

 

$

1

 

 

$

 

 

$

 

Gross increases - tax positions in prior period

 

 

2

 

 

 

 

 

 

 

Gross increases - tax positions in current period

 

 

1

 

 

 

1

 

 

 

 

Unrecognized tax benefits at December 31

 

$

4

 

 

$

1

 

 

$

 

The Company's unrecognized tax benefits include approximately $1 million related to tax positions as of December 31, 2025 and 2024 that, if recognized, would impact the annual effective tax rate.

Status of Internal Revenue Service (IRS) and State Examinations

The Company and its eligible subsidiaries file consolidated federal income tax returns. All tax years after 2021 are open for an IRS tax examination.

The Company files state income tax returns in certain jurisdictions, including Idaho, Oregon, Montana and Alaska. Subsidiaries are charged or credited with the tax effects of their operations on a stand-alone basis.

All tax years after 2021 are open for examination in Idaho, Oregon, Montana and Alaska.

The Company believes open tax years for federal or state income taxes will not result in adjustments that would be significant to the consolidated financial statements.

About Income Taxes Disclosures

The income tax disclosure reveals how much a company actually pays in taxes versus what the statutory rate would predict. Analysts focus on the effective tax rate (ETR) reconciliation, which breaks down every item driving the gap between the 21% federal rate and the company's reported ETR — including R&D credits, foreign rate differentials, and state taxes. Deferred tax assets (DTAs) and their valuation allowances signal management's confidence in future profitability: a rising allowance suggests the company doubts it can use accumulated tax benefits. Uncertain tax benefit (UTB) reserves quantify exposure to IRS challenges on aggressive positions.

Key signals to watch: sudden ETR drops without clear operational reasons, large increases in valuation allowances, growing UTB balances, and significant unremitted foreign earnings. Post-TCJA, pay attention to GILTI and BEAT provisions that affect multinational tax structures. Compare the cash taxes paid (from the cash flow statement) against the income tax provision to gauge earnings quality.