While Congress debates tax reform, and the need to truly simplify the tax code for average taxpayers, we highlight two programs aimed at helping taxpayers in need of assistance to prepare and file their taxes for free. All across the country, in churches, libraries, schools, community centers and other public meeting halls, thousands of Volunteer…

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It’s tax time again.  While it may not be everyone’s favorite time of the year, for millions of Americans it also means refund time.  And, with tax reform now at the top of the national agenda, it’s also worth remembering that the annual tax filing ritual has tremendous potential benefits. In fact, direct citizen engagement…

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The federal tax-filing season opened on January 23, and more than 150 million Americans are expected to submit a return by this year’s April 18 deadline. Although the tax code remains complicated, the annual review of income and expense reporting should be business as usual for most Americans. Still, taxpayers, their representatives, and advisors should…

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With the April 18 tax filing deadline just hours away, you might assume that the very wealthy and those with diverse investment portfolios are likely to have the most complicated tax returns. And that those with smaller incomes and a more straightforward financial situation have a pretty simple time of it. But in many cases,…

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Complex Families and Complex Taxes: How Has Growing Complexity in Families Made the Tax Filing Process More Complicated

A expert panel discusses new research highlighting changes in the family and how this makes tax filing more complicated. Read the full report from the Urban-Brookings Tax Policy Center: Increasing Family Complexity and Volatility: The Difficulty In Determining Child Tax Benefits Hosted by The Tax Policy Center; Urban Institute – Brookings Institution General Support Provided By Intuit…

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Wouldn’t it be great if low- and moderate-income families could file their tax returns at no cost? They can. It began back in 2002, when the then-Commissioner of the IRS Charles Rossotti formed a public-private partnership with the technology industry to create IRS Free File. The common goal of this alliance: to help reduce the…

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The Earned Income Tax Credit has provided tax relief and assistance for working families since being signed into law by President Gerald Ford in 1975 with bipartisan support in Congress. A decade later, with support from Democrats in Congress, President Ronald Reagan significantly expanded the program, calling it “the best anti-poverty, the best pro-family, the…

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Supreme Court rules for marriage equality

Today, the Supreme Court ruled that denying marriage licenses to same-sex couples violates the Constitution.  The ruling will have profound impacts on millions of same sex couples in the 13 states which must now join all states in lifting bans on marriage between same sex couples.  One consequence for these couples is the significant reduction in…

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Marriage Equality Decision and Tax Implications A Supreme Court finding of a constitutional right to same-sex marriage would simplify the tax filing process for married same-sex couples and reduce the compliance burden.  The Supreme Court is set to rule in late June on a case involving four statewide bans on same-sex marriage (Obergefell v. Hodges)….

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