[HN Gopher] IRS moves forward with a new free-file tax return sy...
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       IRS moves forward with a new free-file tax return system
        
       Author : DocFeind
       Score  : 326 points
       Date   : 2023-07-20 18:35 UTC (4 hours ago)
        
 (HTM) web link (www.pbs.org)
 (TXT) w3m dump (www.pbs.org)
        
       | bigbillheck wrote:
       | I've been using Free File Fillable Forms
       | (https://www.freefilefillableforms.com) for several years now and
       | look forward to whatever the IRS comes up with.
        
         | owenmarshall wrote:
         | Same here - if you like doing your taxes on paper, AND you post
         | on this site, you'll love it & it'll save you some cash over
         | Turbotax/friends.
         | 
         | I will say it isn't the _most_ user friendly application, as
         | evidenced by the error I received this year by email:
         | Issue : Business Rule X0000-005 - The XML data has failed
         | schema validation. cvc-complex-type.2.4.a. Invalid content was
         | found starting with element `QualifiedCareExpensesPaidAmt`. One
         | of `{"http://www.irs.gov/efile":IdentityProtectionPIN,
         | "http://www.irs.gov/efile":QualifyingPersonSSN,
         | "http://www.irs.gov/efile":DiedLiteralCd}` is expected.
         | The following information may help you determine the form at
         | issue:         Field/Xpath: /efile:Return[1]/efile:ReturnData[1
         | ]/efile:IRS2441[1]/efile:QualifyingPersonGrp[2]/efile:Qualified
         | CareExpensesPaidAmt[1]
         | 
         | It _did_ help me find the form  & line at issue instantly, but
         | I'm not sure a non-programmer would have as much luck.
        
       | WaitWaitWha wrote:
       | I have a solution that both sides will hate.
       | 
       | Reduce the complexity and size of the tax code to the point where
       | an average taxpayer can complete it.
        
         | mdaniel wrote:
         | I'll see your 'reduce complexity' and raise you "laws that
         | compute things and have hyperlinks to other parts of the law
         | should be written in a programming language" or even a con-lang
         | designed for specificity. Hell, it's even called "the U.S.
         | Code". I believe there's some precedent from the French but I
         | believe it's a proof of concept:
         | https://arxiv.org/pdf/2103.03198.pdf
         | https://hn.algolia.com/?q=catala
         | 
         | The asterisk to such a thing is that my understanding is that
         | "ignorance of the law is no excuse" so changing from the
         | official language of the country over to ... something else ...
         | runs the risk of bringing back a "the clergy reads the laws and
         | tells you what it says" style setup, but TBH even right now
         | with the IRS tax code written in English I still cannot
         | reasonably read it and conceptually author my own copy of Turbo
         | Tax so I'll take my chances with the unintended consequences
         | hazard
        
       | mydriasis wrote:
       | > Intuit spent at least $25.6 million since 2006 on lobbying, H&R
       | Block about $9.6 million and the conservative Americans for Tax
       | Reform roughly $3 million.
       | 
       | > In contrast, the NAACP has spent $140,000 lobbying on "free-
       | file" since 2006 and Public Citizen has spent $110,000 in the
       | same time frame.
       | 
       | With two orders of magnitude of lobbying dollars difference on
       | either side, I'm surprised this is going anywhere.
       | 
       | > "An IRS direct-to-e-file system is redundant and will not be
       | free - not free to build, not free to operate, and not free for
       | taxpayers," Plummer (a spokesman for Intuit) said, adding that it
       | "will unnecessarily cost taxpayers billions of dollars."
       | 
       | Oh, like the system your company built and lobbies for? How do
       | you say stuff like this out loud without your pants bursting into
       | flames on the spot?
        
         | stonemetal12 wrote:
         | If I were Intuit, I would be spending that on making sure the
         | IRS selected us as the sole provider of their free tax
         | software. Then make sure it's slightly more annoying than using
         | TurboTax so I could get paid twice for the same job.
        
           | LapsangGuzzler wrote:
           | It would be an epic failure if the government issued a tax
           | collection software contract out and didn't put in some sort
           | of clause preventing intuit from providing a competing
           | service. I have a hard time seeing them do something like
           | that.
        
         | NikolaNovak wrote:
         | It's tricky.
         | 
         | I can definitely foresee a future, based on governmental record
         | in publicly-facing IT systems, where every single word of that
         | statement is technically 100% true.
         | 
         | First part is all but tautological - Of course it won't s not
         | free to build or operate; and thus it wouldn't be "free for
         | taxpayers" in the most technical sense (this doesn't mean it
         | wouldn't be excellent value or save money overall or even cost
         | more money but save it where it counts).
         | 
         | It's the last sentence (unnecessarily cost taxpayers billions)
         | that could go either way. This _could_ in principle end up an
         | efficient and effective, easy to use and helpful well
         | performing system that 's a brilliant investment of public
         | money.
         | 
         | I hate to say it though, but it's also extremely possible it
         | would cost a lot of money with nobody using it because it
         | sucks.
         | 
         | Besides, it feels like in the USA, IT systems are only a part
         | of issue with tax system. Actual tax code and submission
         | options are the bigger part.
        
           | candiddevmike wrote:
           | What's going to happen is Intuit will end up building and
           | running the service like Booz Allen did with recreation.gov
           | and get to skim off the top.
        
           | EatingWithForks wrote:
           | > I hate to say it though, but it's also extremely possible
           | it would cost a lot of money with nobody using it because it
           | sucks.
           | 
           | IMO The government should directly be hiring the best and the
           | brightest with the pay to match. I would be more than happy
           | to pay more taxes at my pay grade (or would support higher
           | capital taxes) for free e-filing that's easy, fast, and
           | multiplatform. However my taxes are raised would surely be
           | cheaper than what I pay my accountant annually to file for
           | me.
           | 
           | It's ridiculous to me that government contracting is always
           | expected to cheapen out for "efficiency". Governments should
           | have excellent software and product minds on staff at all
           | times to manage communication and data internally and
           | externally, imo.
        
             | twoodfin wrote:
             | This is pretty simple to explain: Governments respond to a
             | completely different incentive structure than private
             | companies. It shouldn't be surprising that their outcomes
             | differ, even (especially?) when the government spends more.
        
             | thebradbain wrote:
             | Yet most US constituents, of all parties and socioeconomic
             | status, seethe at the thought of a government worker of any
             | level making "too much" money.
             | 
             | It doesn't matter that someone working for the government
             | has the potential to have a much higher impact on a
             | nationwide level than some rank and file worker who works
             | at some blue chip auto insurance company, the moment
             | increased pay for government workers is even brought up,
             | that person imagines it as coming directly out of their
             | paycheck.
             | 
             | See teachers, urban planners, sanitary workers, NASA
             | scientists, etc...
             | 
             | It's a shame, because I have the unpopular opinion that
             | _more_ government, filled with talented people who actually
             | want to _fix_ the issues they're passionate about, is the
             | answer to almost all of the USs domestic problems. Right
             | now the highest paid government workers are those on the
             | brink of retirement in administrative positions so far
             | removed from any real work. A bureaucracy of gerontocracy,
             | if you will. I really wish the government (not the
             | political world, but the civil staff) was seen as as a
             | place for passionate young people to aspire to, with the
             | pay to match.
        
           | theptip wrote:
           | Classic political rhetoric. Who cares about "free"? I'm
           | already paying for TurboTax. This only needs to be cheaper.
        
             | [deleted]
        
             | GabeIsko wrote:
             | The government could always nationalize intuit.
        
               | vinceguidry wrote:
               | USGov hasn't nationalized a company like that since WW1
               | when they seized Merck, and even then they just sold it
               | back after the war. We'll nationalize utilities,
               | transportation and transport-adjacent industries like
               | airport security. Also finance companies will drift into
               | and out of state control, as finance companies do.
               | 
               | But USGov would far sooner regulate the tax prep industry
               | more heavily than simply take it over. We ain't no China.
        
               | bitxbitxbitcoin wrote:
               | Nationalization without representation doesn't have quite
               | the same ring to it.
        
               | HDThoreaun wrote:
               | Takings clause means the government would have to pay
               | full market value which is currently 137 billion dollars.
        
           | LanceH wrote:
           | It could completely suck and still be incredibly useful if
           | they would just tell me what 1099's (or other) they have on
           | me. They're going to eventually if I don't file it
           | appropriately.
           | 
           | For instance, I just received some mail that I owe tax based
           | on my Uber and Lyft earnings. One problem, I never worked for
           | either. So now I'm expected a big slog through paperwork to
           | remedy this problem that happened a couple years ago. Oh, and
           | it may continue on to the next two years. I have no way of
           | knowing what they think they know about me.
        
             | Firmwarrior wrote:
             | I thought you could get your tax transcripts from the IRS
             | any time off the website, unless you make over a certain
             | amount of money (to be fair, I think most HackerNews
             | readers do exceed that limit..)
        
               | LanceH wrote:
               | That's really interesting. I've never been able to see
               | anything like this on their site before.
               | 
               | Also interesting is my account balance is currently $0,
               | and I know that's not true even if they 100% believe the
               | last mailing denying my 1099's from Uber and Doordash
               | (not Lyft as I said above).
               | 
               | Incidentally, Neither Uber, nor Lyft can help through
               | customer service. I was thinking of taking them to small
               | claims court since I'm not bound by any forced
               | arbitration.
        
           | AmericanChopper wrote:
           | I'm immediately reminded of the healthcare.gov project,
           | starting out with a budget of ~$90 million (which is already
           | suspiciously high) and subsequently costing ~$2 billion,
           | before launching with so many issues that it was initially
           | unusable.
        
             | tzs wrote:
             | That was a much more technically difficult project than an
             | IRS tax filing site will be.
             | 
             | It involved systems from multiple agencies and
             | jurisdictions that had been developed separately and not
             | been designed to exchange data with systems outside their
             | own agency.
             | 
             | The IRS systems already talk to everything they need to
             | talk to.
        
             | stephenhuey wrote:
             | Yes, and what came out of that? Some of the people who
             | rescued that project with modern software development
             | practices went on to found Nava, a public benefit
             | corporation, to help the government do better work:
             | 
             | https://www.navapbc.com
             | 
             | I also have a friend who left Google to join numerous other
             | high performers at 18F and know for a fact that they have
             | done good work benefiting taxpayers:
             | 
             | https://18f.gsa.gov
             | 
             | I believe the U.S. Digital Service is better than it once
             | was, and while it's not all rainbows and unicorns and super
             | efficient everywhere (no doubt there are tons of huge
             | problems with money being wasted), I do think there is
             | improvement, and hopefully some people reading this will go
             | help out.
             | 
             | I'd much rather ATTEMPT to have an efficient free-file
             | system than not try at all.
        
             | ethbr0 wrote:
             | To be fair, that's how most private sector outsourced
             | corporate projects go as well. :)
        
               | AmericanChopper wrote:
               | Running over budget? Sure. But I've worked on much more
               | complicated outsourced corporate projects for companies
               | whose total revenue is only a fraction of $2 billion.
               | Public sector inefficiency is in a league of its own.
               | 
               | To be clear I'm not saying it's a bad idea either, or not
               | worth the money. But I would be surprised if it didn't
               | cost billions to implement.
        
               | rsingel wrote:
               | It didn't cost billions and it was a key incident that
               | led to a huge revolution in how federal websites and
               | projects get built, e.g. 18f and the US Digital Service.
               | 
               | https://www.theatlantic.com/technology/archive/2015/07/th
               | e-s...
               | 
               | In fact the IRS partnered with the US Digital Service to
               | make this prototype in 9 months.
               | 
               | It's fair to be cynical, but also give credit where it's
               | due.
        
               | CogitoCogito wrote:
               | > To be clear I'm not saying it's a bad idea either, or
               | not worth the money. But I would be surprised if it
               | didn't cost billions to implement.
               | 
               | How much is Intuit's revenue? Is it "billions"? If so,
               | they provide their service at a higher cost.
        
               | jjoonathan wrote:
               | Still a bargain next to the private sector.
        
           | lowercased wrote:
           | We've had the last few years of one party demonizing the IRS,
           | insisting they're "coming after" the little guy. I suspect
           | trust in something like this is already starting on shaky
           | ground before it's even rolled out, which may contribute to
           | "it's such a waste - no one uses it!". Even if a substantial
           | of people that need this the most (people least able to
           | afford any filing fees), this will continue to be fought. :/
        
           | willis936 wrote:
           | Just because it's true doesn't fireproof their pants. They
           | already operate a service that is not free to build operate,
           | and we know beyond a shadow of a doubt costs taxpayers
           | needless additional billions of dollars.
           | 
           | So then why would the taxpayers not want to invest an
           | alternative that could spend "needless billions" to save
           | additional needless billions?
        
           | sidewndr46 wrote:
           | forget a "free filing" system.
           | 
           | Why can't the IRS just send me a statement with my
           | obligations and if I don't want to contest it I pay and I am
           | done?
        
             | twoodfin wrote:
             | Think about all the information (marital status,
             | dependents, residence, childcare spending, healthcare
             | spending, education spending, charitable contributions,
             | ...) you need to correctly calculate your taxes owed. Now
             | imagine that the IRS is tasked with maintaining all of this
             | information in a single database so they can send you your
             | "statement".
             | 
             | Folks argue that most of this information is available to
             | some level of government already, but that's a far cry from
             | centralizing all of it in what by definition must be an
             | easily accessible form.
             | 
             | Dramatically simplify the tax code and this approach
             | becomes feasible without being a security and privacy
             | nightmare.
        
               | sys_64738 wrote:
               | > Think about all the information (marital status,
               | dependents, residence, childcare spending, healthcare
               | spending, education spending, charitable contributions,
               | ...) you need to correctly calculate your taxes owed. Now
               | imagine that the IRS is tasked with maintaining all of
               | this information in a single database so they can send
               | you your "statement".
               | 
               | There's nothing hard about updating a few values with
               | these then you're done in five minutes. State governments
               | already do simple walkthrough forms and federal is really
               | no different. If you have a complex tax situation then
               | that's your problem to deal with. Don't burden 99.9% of
               | the population with something that should be free, should
               | be simple, and should be fast.
        
             | LapsangGuzzler wrote:
             | Because increasing the friction around paying taxes makes
             | people angrier about having to pay taxes and plays into
             | larger political narratives around whether the government
             | is effective or not.
             | 
             | It's a huge, political dark pattern designed to keep people
             | angry at the government to lower public sentiment towards
             | the government.
        
             | iso1631 wrote:
             | Because that's how it works in other countries, and that
             | means people get less riled up culturally about tax
        
               | newsyish wrote:
               | Agree, as an American now living/working overseas, it is
               | mind blowing how easy it has been to deal with taxes in
               | my foreign country - I don't have to do anything. Taxes
               | are withheld out of my paycheck, and this foreign
               | government sends me a letter at the end of the year
               | telling me how much I paid. I don't have to submit
               | anything. So much easier. Except I have to still have to
               | spend $ to Turbotax efile an American IRS return to tell
               | the IRS I owe no taxes. How dumb is that.
        
               | sidewndr46 wrote:
               | paying taxes is not a voluntary thing for 90% of America.
               | It gets taken out on your paycheck before you get it,
               | which is your only form of income.
        
               | abathur wrote:
               | I think GP is suggesting that some interests _want_ the
               | process of filing your taxes to be annoying
               | /frustrating/degrading/disruptive to increase anti-tax
               | sentiment.
               | 
               | (I.e., most people have already been deprived of the
               | funds for some fraction of the year; what interest is
               | served by making them waste time finding records and
               | jumping through hoops and potentially paying a third
               | party to help them provide the IRS with information that
               | it mostly already has?)
        
               | sokoloff wrote:
               | I think there's another group of people who want to more
               | closely tie the notion that "government is funded by
               | taxes" to "government spending programs are largely
               | choices in the short-term and entirely choices in the
               | long-term".
               | 
               | To that end, I would like taxes to be due about 4
               | Tuesdays before the Election Day Tuesday. If you want to
               | vote for politicians who are campaigning on spending a
               | lot of taxpayer money for good programs, so be it, but do
               | it with recent memory of having paid your taxes (assuming
               | you are in the slight majority* who pay federal taxes on
               | net). If you want to campaign on spending a given amount
               | of taxpayer money, whether more, the same, or less than
               | today, your campaign should be interpreted close to
               | taxpaying time.
               | 
               | I don't want it to be more onerous or annoying to pay
               | taxes. I do want people to recognize that taxes and
               | spending are linked (and frankly, ought to be more
               | closely linked than they are today, IMO).
               | 
               | * - which until very recently was a slight _minority_ of
               | households who paid federal taxes on net.
        
               | RC_ITR wrote:
               | Some interesting points here:
               | 
               | >I would like taxes to be due about 4 Tuesdays before the
               | Election Day Tuesday.
               | 
               | Most people pay taxes in small increments every 2 weeks
               | _then_ get a refund around tax day, so your plan may not
               | do what you think.
               | 
               | >I do want people to recognize that taxes and spending
               | are linked
               | 
               | To your own point, they really aren't. [0]
               | 
               | >But do it with recent memory of having paid your taxes
               | (assuming you are in the slight majority* who pay federal
               | taxes on net)
               | 
               | To add some color on this [1]:
               | 
               |  _But, for the most part, people don't pay income tax
               | because they have little income. About 60 percent of non-
               | payers make less than $30,000 and another 28 percent make
               | between $30,000 and about $60,000._
               | 
               |  _Of the 72 million households that will pay no federal
               | income tax this year, about 24 million, or roughly one-
               | third, are age 65 or older._
               | 
               | [0]https://fred.stlouisfed.org/graph/?g=17dyP
               | [1]https://www.taxpolicycenter.org/taxvox/tpc-number-
               | those-who-...
        
               | sokoloff wrote:
               | Oh, right. I did skip stating an important step in the
               | plan [so, upvoted]. I would do away with the withholding
               | scheme (perhaps creating a parallel savings mechanism)
               | and force income earners to write a check/do an ACH for
               | their taxes.
               | 
               | Under that system, I'm totally fine if people get a $1K
               | refund after writing a check for $15K in taxes withheld.
               | That would still demonstrate the linkage sufficiently to
               | inform their voting choices.
        
               | RC_ITR wrote:
               | Sure, but again to your own point, the share of voting
               | Americans who don't earn income (and therefore pay no
               | taxes) because they are over 65 is already 1/3 and only
               | going to increase.[0]
               | 
               | [0]https://www.kff.org/other/state-indicator/number-of-
               | individu...
        
               | sokoloff wrote:
               | There will always be zero tax payers with the right to
               | vote.
               | 
               | That's OK, especially since most of those who are now
               | over 65 and retired worked and voted on
               | reps/platforms/policies from 18-65 and earned income/paid
               | taxes for probably ~40 of those years.
        
               | bandyaboot wrote:
               | Is the status quo not fairly neutral in terms of which
               | aspect of government spending is more fresh in peoples'
               | minds--the benefits vs the cost? Otherwise this just
               | seems like it's about biasing people in a particular
               | direction.
        
               | mmcclure wrote:
               | I'm not sure if you're describing something else, but tax
               | withholding is voluntary. You can opt out and choose to
               | pay your estimated taxes as a lump sum, but that also
               | requires a level of budgeting that I'd argue most people
               | don't have the financial literacy/self-control to do
               | effectively.
        
               | icouldntresist wrote:
               | This brings something up which I don't understand about
               | US tax code. Why can't I be taxed on income which I've
               | already earned instead of having to estimate to within
               | ~5% (IIRC) what I _should_ earn? I 'm sure there are
               | reasons for this, but this seems broken.
        
               | nulbyte wrote:
               | I think this is largely do to having a progressive and
               | conplicated tax system. If work one job, earn salary,
               | don't receive a variable bonus, and work the whole year
               | at the same rate, it's easy enough to calculate.
               | 
               | But, get a raise, take a pay cut, find a new job, start
               | or stop a second job, or a third, or fourth, get paid
               | hourly, get sick, take time off to care for a sick family
               | member, have a kid, go back to school, graduate, get
               | married, get divorced, get a mortgage, pay down your
               | mortgage, ... There are all sorts of scenarios that could
               | change your tax situation on both the federal and state
               | level, making it difficult to calculate how much you
               | would owe up front.
               | 
               | What it really boils down to is our tax codes suck, and
               | too many rich folk are keen on keeping it that way.
        
               | ROTMetro wrote:
               | You get penalties and an angry letter from the IRS if you
               | are over a certain dollar amount and don't pay
               | quarterlies.
        
               | sidewndr46 wrote:
               | Please explain in detail the legal process that allows
               | you to opt out of paying your payroll taxes as you go and
               | instead pay after the tax year has completed.
        
               | bandyaboot wrote:
               | To dispense with the unnecessary snark, you can claim
               | exemption for withholding, but only if you had no tax
               | liability in the previous tax year and you expect the
               | same to be true of the current tax year.
        
               | [deleted]
        
               | TheNewsIsHere wrote:
               | I did this as a 1099-contractor, since that's about the
               | only way to do it as a contractor.
               | 
               | Paying estimated quarterly taxes four times a year wasn't
               | bad. I calculated my withholdings, remitted my tax
               | payment through EFTPS, and was never surprised at tax
               | time. I don't think I ever got a refund or owed when I
               | was doing it myself.
               | 
               | I learned that many people who have never contracted
               | before are shocked they have to do this, lost on how it
               | works, and had (then) no good place to go for actionable
               | advice. I found that surprising and kind of sad in a way.
               | We could be doing so much better with financial literacy.
        
               | Projectiboga wrote:
               | Our tax system covers a lot more types of 'income' than
               | most other countries. The USA taxes you on all earning
               | worldwide, but they don't see anything out side of the
               | US. Now since 1993 you are supposed to declare any
               | foreign bank accounts too. And there are many still cash
               | based businesses that they can't easily estimate your
               | earnings for. It is crappy, and it is also part of
               | lobbying to keep in complex. Both accountants, lawyers
               | and for the lower classes the tax preparation companies
               | all want complexity.
        
               | kelnos wrote:
               | That kinda doesn't matter. Those things account for a
               | single-digit (at most) percent of all taxpayers. People
               | with complicated tax situations will have to do more work
               | to pay taxes. But well over 50% of US taxpayers could
               | make use of a simpler, IRS-provided system wherein they
               | just get sent a bill and can choose to pay or contest.
        
               | sys_64738 wrote:
               | This doesn't impact most people in the USA. A simple
               | system offered for free by the IRS is good enough for 99%
               | of folks. If you have a complex situation then that's
               | your problem to pay for. Not mine.
        
               | voisin wrote:
               | I don't think being sent a statement of account is what
               | causes other nations' countries to not get riled up
               | culturally about tax. To the extent that a nation's
               | populace doesn't get riled up about the taxes they pay, I
               | think it is from a feeling of (a) representation and (b)
               | the tax dollars being spent effectively.
               | 
               | In the US there is a feeling of lacking representation on
               | both sides, which I suspect is due to corporate lobbying
               | and the culture wars, and I think a feeling of
               | ineffective spending, again I think due to lobbying, and
               | also pork barrel projects.
               | 
               | I think the answer is to remove corporate lobbying and
               | limit campaign spending.
        
         | andybak wrote:
         | Imagine if they spent that money on, you know, making a better
         | product.
        
           | jfengel wrote:
           | The product is fine. It doesn't really need radical
           | improvements. That money should have been returned to
           | shareholders.
           | 
           | What it needs is to not exist. The product does a fine job of
           | doing an unnecessary thing. For the vast majority of users it
           | should be a tax bill or refund check that arrives with no
           | user intervention at all.
           | 
           | The remaining use cases should be handled differently --
           | perhaps by a professional. That professional may themselves
           | want such software, but it's likely a different interaction
           | than software also aimed at users with much simpler use
           | cases.
        
           | stetrain wrote:
           | They seem to spend all of their money adding fake slow
           | progress bars that advertise their premium version to you.
        
           | lIl-IIIl wrote:
           | They would have a better product, but they'd be out of
           | business since without lobbying against it, the government
           | product would actually be built.
        
           | snarf21 wrote:
           | But lobbying has such better ROI!! .. We also need lawys from
           | the federal level that all these "known" things must be
           | pushed to the IRS and the state and local use that as their
           | source of information .. Then this software just needs to
           | deal with federal deductions that aren't digital or optional
           | like charity .. We have such a dumb system
        
           | asah wrote:
           | Alas, free would still win enough marketshare for it to make
           | sense to spend on lobbyists to delay this. :-(
        
         | clucas wrote:
         | >With two orders of magnitude of lobbying dollars difference on
         | either side, I'm surprised this is going anywhere.
         | 
         | I think everyone should use this to update their priors on the
         | impact of lobbying. Government action is not contingent on a
         | dollar vs dollar comparison. Citizens United did not result in
         | a raft of unpopular legislation being passed. (Not saying it
         | was the right decision, just that its impact was overstated.)
         | 
         | We should all feel heartened that our government is responding
         | to good arguments over lobbying dollars.
         | 
         | Another one we should keep fighting on is Right to Repair. John
         | Deere and the like can put as much money into the fight as they
         | want - as long as we have people like Rossman being gadflies,
         | sanity will win. Eventually.
        
           | OkayPhysicist wrote:
           | Frankly, by far the biggest impact of lobbying happens when
           | one side has anything at all, and the other side doesn't.
           | Most lobbying isn't bribery, as much as it is spending money
           | to get create a situation where the politician will listen to
           | you explain your case. When the politician has heard both
           | sides in such a manner, they'll basically vote with their
           | conscience. When only one side has explained their argument,
           | it's a lot easier for the politician to vote with that one.
        
         | hot_gril wrote:
         | It's not a crazy statement. I expect the IRS's system to be
         | worse and more costly than TurboTax on the technical side, at
         | least initially. But it's a step in the eventual right
         | direction; I shouldn't need a third party to pay taxes.
        
         | daniel-cussen wrote:
         | > "will unnecessarily cost taxpayers billions of dollars."
         | 
         | This is undisputably true. H&R Block n Intuit are taxpayers, n
         | free-file will cost them billions of dollars.
         | 
         | Being real, online taxes through the SII work great in Chile.
        
         | sitzkrieg wrote:
         | im glad these shoe-in clowns are finally having to hopefully
         | complete w fed direct free efiling
        
         | denimnerd42 wrote:
         | I'm not arguing one way or another but one point the tax
         | software companies do have is who pays the cost. In the
         | commercial product arena, the products are bought by people who
         | make over median wage. The lower income folks have simpler
         | taxes usually. The free products cover them generally. I may be
         | wrong but that's how I see it. I didn't feel the need to pay
         | for any software until I was making a lot of money (relative to
         | median) and managing a lot of assets.
        
           | hot_gril wrote:
           | > The lower income folks have simpler taxes usually
           | 
           | Not sure about that. They qualify for a lot of complex
           | rebates and stuff. When you make a certain level that they
           | consider lower-middle-class, suddenly your taxes become a lot
           | easier (in a bad way).
        
           | seventytwo wrote:
           | Minus all the profits the companies take...
        
           | rhaway84773 wrote:
           | And you pointed out exactly what the problem with the current
           | system is.
           | 
           | The rich can pay someone to do the work for them. This saves
           | them time, stress, energy, etc. The poor cannot. They have to
           | do all this themselves and then they're open to the risk of
           | actually getting something wrong. And the impact of getting
           | something wrong is highly imbalanced. If they get something
           | wrong and end up paying more tax than they need to there will
           | never be a second thought given to it. But if they mess up
           | and pay less taxes than they should they will be hit with a
           | penalty, interest, and even maybe an audit.
           | 
           | And the idea that everyone should be reasonably competent in
           | taxes seems a little ridiculous to be honest especially when
           | no one is taught how to do taxes in any point in their lives.
           | 
           | An alternative might be to teach how to do taxes in school,
           | but at that point the cost of teaching taxation would far
           | exceed the cost of developing this software, never mind the
           | human hours that are wasted.
        
             | landemva wrote:
             | Another alternate is to eliminate the federal personal
             | income tax. W-2 employees would get immediate increase to
             | their take home pay and employers would get out of tax
             | withholding chores. Feds can just increase the already
             | large deficit spending to cover the tax reduction or reduce
             | spending.
        
             | ndriscoll wrote:
             | > If they get something wrong and end up paying more tax
             | than they need to there will never be a second thought
             | given to it.
             | 
             | Anecdotally, I messed up copying tax owed from the table a
             | couple years back, and the IRS sent me a letter telling me
             | I made a mistake and overpaid, along with a check for the
             | difference.
             | 
             | In any case, a lot of the complication in the tax code
             | comes down to the government incentivizing certain
             | behaviors, so it makes sense that we should put more focus
             | on teaching people to read the rules and find out what
             | those incentives are. Of course a free calculation tool to
             | run simulations could help people to understand those
             | rules, and we ought to make the actual filing more
             | convenient for everyone.
        
           | ROTMetro wrote:
           | Many of the lower income folks I know are too nervous/not
           | comfortable with their own ability to file their own taxes
           | and use tax preparer services. Some also do this in the hopes
           | of getting their return quicker, so they not only pay to file
           | but then get hit with the equivalent of a payday loan on
           | their return.
        
           | Avshalom wrote:
           | https://www.reuters.com/legal/government/intuit-
           | reaches-141-...
        
           | sokoloff wrote:
           | > who pays the cost. In the commercial product arena, the
           | products are bought by people who make over median wage
           | 
           | ~40% of households pay no federal income tax today. They'd
           | literally pay nothing for this service.
        
             | ROTMetro wrote:
             | But do 40% of households not file tax returns, because that
             | is what we are talking about here, and I'm pretty sure a
             | large portion of that 40% do file because they get
             | refunds/rebates, and I'm pretty sure a large portion of
             | that portion use a service because they can get their
             | refund/rebate quicker (though as a loan at payday loan
             | advance rates).
        
               | sokoloff wrote:
               | I'm not disputing that many of them file a return. I'm
               | saying that they _wouldn 't possibly be paying_ for this
               | system, which is paid for by federal taxes.
        
           | xboxnolifes wrote:
           | > The lower income folks have simpler taxes usually. The free
           | products cover them generally. I may be wrong but that's how
           | I see it.
           | 
           | Sure, but that's also how _taxes_ generally work as well.
           | People making less money will be paying less for the IRS
           | service just as much as they would be paying less for the
           | TurboTax system, as it currently is.
        
           | lolinder wrote:
           | If you are self-employed, you have to pay for TurboTax
           | regardless of your income level. We had to pay for TurboTax
           | when I was a student and my wife was making $20k a year
           | teaching music lessons.
        
             | hot_gril wrote:
             | You don't have to, you could try to do the paperwork
             | yourself and severely screw it up like I did.
        
           | ellisv wrote:
           | That might be true in theory, but in practice companies like
           | Intuit and HR Block use dark patterns to trick users into
           | paying when they should qualify for free filing.
           | 
           | You can read about the settlement from ProPublica:
           | https://www.propublica.org/article/intuit-will-pay-
           | millions-...
        
       | em3rgent0rdr wrote:
       | "Free" should mean free of complexity. The big cost of doing
       | taxes is not in submitting the taxes, but rather is the enormous
       | byzantine complexity of calculating how much you owe.
        
       | seventytwo wrote:
       | Good.
        
       | harshreality wrote:
       | > "An IRS direct-to-e-file system is redundant and will not be
       | free - not free to build, not free to operate, and not free for
       | taxpayers," Plummer said, adding that it "will unnecessarily cost
       | taxpayers billions of dollars."
       | 
       | There's no reason why this has to be true. It might be true, but
       | only due to inefficiencies.
       | 
       | The IRS already has code to calculate and validate everything.
       | That's how they know if you make an error on your taxes or failed
       | to report something. All they need to do is refactor it and turn
       | it into an application. That's not a trivial effort, but all the
       | functional code has already been written by the IRS.
       | 
       | My impression is that most of the cost of development for Intuit
       | and H&R is keeping up to date with changes in the tax code (and
       | possibly updating data import methods, since those are controlled
       | by 3rd parties and may change). The IRS already has to do the
       | same data checking and cross-checking and import. Therefore,
       | keeping tax prep privatized is a massive duplication of effort.
        
         | sokoloff wrote:
         | > All they need to do is refactor it and turn it into an
         | application. That's not a trivial effort, but all the
         | functional code has already been written by the IRS.
         | 
         | That "not trivial effort" sure sounds like "will not be free -
         | not free to build, not free to operate, and not free for
         | taxpayers" to me.
         | 
         | Don't get me wrong; I'm entirely in favor of this action, but I
         | have no illusion that it will be free to build, nor free to
         | operate, nor free for taxpayers.
        
           | harshreality wrote:
           | The point is that the bulk of the cost is already duplicated.
           | When was the last time Turbotax's UI had a major revamp? The
           | conservative narrative is, "Intuit and H&R do this so IRS
           | doesn't have to. Isn't it nice that you don't have to pay
           | more for your tax prep software because the private sector is
           | so efficient?"
           | 
           | No, we pay Intuit (or H&R or an actual accountant), and the
           | federal government also spends money so the IRS can develop
           | essentially the same functional code to check tax returns
           | that the third party is preparing according to the same
           | rules.
           | 
           | In 2006 during the primaries, one of Obama's operatives
           | floated $2 Bn as the cost of tax prep. Not all of that would
           | be avoided by an IRS "free" e-filing app, but even if
           | e-filing apps only represent 25%, it wouldn't take that long
           | at $500 million per year to pay for the development of an app
           | and refactoring IRS's existing code to be used in the app,
           | even if it turns into a horribly inefficient project. How
           | many billions can IRS spend on a turbotax killer without
           | producing a turbotax killer?
        
       | tombert wrote:
       | About a year ago, I got audited by the IRS. It was 100% my fault;
       | I had sold a good chunk of stock in 2020 and but forgot to report
       | the capital gains on my tax form (a tax form that was, evidently,
       | automatically approved by the fed in about ten minutes!).
       | 
       | So last year I got a bill in the mail for $8,000; $7,000 for the
       | actual taxes I owed, and a $1,000 fine. I was able to call and
       | get the fine lowered (thanks to advice I received in HN
       | actually!) and I wasn't "angry" with anyone but myself. I _did_
       | owe the money, I didn 't blame the IRS for wanting it.
       | 
       | But it did kind of make me wonder something: if the government
       | was able to find out that I screwed up on my taxes, then why am
       | _I_ doing anything? Clearly they have all the data and
       | information necessary to determine how much I actually owed, and
       | clearly they were able to spot my mistake, so why make me pay $60
       | for TurboTax at all? Why not just send me a bill or refund every
       | year?
       | 
       | This is a step in the right direction.
        
         | cragfar wrote:
         | Because you could have gotten married, been blinded, and
         | started a business grossing $900k but only netting $100k a year
         | and they would know none of that outside of a couple of 1099s.
         | What they did for you though is look at your return, and saw
         | you didn't declare investment income that they knew about from
         | a 1099.
        
           | tombert wrote:
           | Sure, but couldn't that be done on a case-by-case basis, and
           | the fed just sends you a refund/bill at the end of the year
           | that you're responsible for amending?
           | 
           | I'm not saying a company like Intuit adds zero utility, I'm
           | just saying that I think a lot of taxes are simple enough to
           | where it would be relatively easy to just give people a
           | default thing. If the IRS gets something wrong, or is missing
           | some info, then I think a software like TurboTax makes a lot
           | of sense, but isn't that much more of an edge case?
           | Fundamentally, the complexity of my taxes _didn 't_ really
           | change in the last five years.
        
             | cragfar wrote:
             | When the 1040EZ was a thing, only 16% of filers used it.
             | Those would be the candidates who could safely have the IRS
             | do their return. With anyone else, there's all kinds of
             | information the IRS has no clue about.
        
               | jedberg wrote:
               | Most people don't use the EZ because even the most common
               | deductions (that the IRS knows about, like your mortgage
               | and state taxes and your stock investments through a
               | firm, etc.) couldn't be put on there.
               | 
               | But the IRS still knows about them.
               | 
               | Also they could put a website where you could spend five
               | minutes entering the most common information they don't
               | already know, and then spit out your bill.
               | 
               | It's not that hard. Most filers situations aren't that
               | complicated.
        
               | cragfar wrote:
               | >Also they could put a website where you could spend five
               | minutes entering the most common information they don't
               | already know, and then spit out your bill.
               | 
               | That's basically what they're doing.
        
               | jedberg wrote:
               | No it's not. They are setting up a free filing that will
               | still ask you to input forms they already know about just
               | like turbotax does.
        
           | jedberg wrote:
           | So they send you a bill and you send back a form that says
           | "here is a thing you didn't know about that changes the
           | math".
           | 
           | 87% of tax filers could have their taxes filled out by the
           | IRS because they IRS already has all the information.
        
             | cragfar wrote:
             | They definitely don't have all that information. That was
             | my point.
        
               | jedberg wrote:
               | But your point is wrong. In 87% of the cases, the IRS
               | _does_ have all the information. Even if you have
               | donations or other deductions it doesn 't matter, because
               | 87% of people take the standard deduction since it's more
               | than their itemized deductions.
               | 
               | And marriage and death records are public, as are
               | probate. So they would have all of that too.
        
               | cragfar wrote:
               | There's really no point in continuing this discussion if
               | you think the IRS is scraping data of every county in the
               | US for marital status changes.
        
               | [deleted]
        
               | jedberg wrote:
               | Of course they aren't. But they could if there was
               | automatic billing.
               | 
               | Or simply ask you if the most common situations apply to
               | you, just like turbotax does.
        
         | robomartin wrote:
         | Because what they don't do is make sure you get all the
         | deductions you are entitled to receive.
         | 
         | Like it or not, tax law is complex. This is where a good CPA is
         | worth whatever they might charge to do the work.
        
           | tombert wrote:
           | I did actually get a human to do my taxes for me this year.
           | It wasn't even that much more expensive, though I think I
           | don't generally do anything too crazy deduction-wise.
        
           | jedberg wrote:
           | Most people (87%) take the standard deduction anyway because
           | it's better than their itemized deductions. All those people
           | could just take the bill from the IRS (that would include the
           | standard deduction).
           | 
           | The could also put up a website where you spend five minutes
           | inputing the most common deductions they don't know about.
           | It's not that hard, most filers situations aren't that
           | complex.
        
           | Avamander wrote:
           | It doesn't have to be complex though, like it or not.
        
       | enterthematrix wrote:
       | Intuit is a bunch of vampires stealing money from Americans.
       | Every developed country in the world has a relatively easy tax
       | system for citizens, but only the US operates in this insane way
       | where they willingly tax citizens by not providing them with an
       | easy way to do taxes, and instead sends them to the wolves of
       | Intuit and others.
        
         | Nifty3929 wrote:
         | Why blame intuit for our crappy tax policy? Sure, they might
         | lobby for more complexity, but the legislators that we elected
         | pass the laws.
        
           | Kalium wrote:
           | Intuit is directly responsible for a long and aggressive
           | lobbying effort to keep tax filing expensive and privately
           | run.
        
             | hellojesus wrote:
             | Yes, but any public representative should easily see past
             | that nonsense. It's their entire job.
        
             | sokoloff wrote:
             | My kids are directly responsible for a long and aggressive
             | lobbying effort to eat ice cream every night.
             | 
             | Because we are effective parents and do our job, they don't
             | get their way.
             | 
             | I can't see why our elected representatives can't manage to
             | act with the same level of responsibility.
        
               | landemva wrote:
               | Those voting won't recall the politicians because the
               | people are distracted by the latest divisive outrage.
        
               | cmdli wrote:
               | Do you expect voters to switch sides of the aisle over
               | this issue? If not, then politicians have no reason not
               | to take industry money. After all, if you have access to
               | all the campaign and other funds without losing voters,
               | then it would be idiotic not to follow the money.
        
               | MadcapJake wrote:
               | Because elected reps believe that they need to support
               | constituent businesses in addition to constituent people.
               | And those constituent businesses spend more money to
               | ensure they are heard.
               | 
               | I have often wondered if we could split the house in two:
               | one for people and one for industries. This would force
               | transparency and bring the primary issue of double speak
               | and lobbying to the forefront. It would turn them into
               | official cogs in our body politik instead of forcing reps
               | to work and speak in a duality.
        
           | GavinMcG wrote:
           | Two parties can both be to blame.
        
             | Vortigaunt wrote:
             | Please read the article next time.
             | 
             | >Republicans on the House Appropriations Committee in June
             | proposed a budget rider that would prohibit funds to be
             | used for the IRS to create a government-run tax preparation
             | software, unless approved by a group of House and Senate
             | committees.
             | 
             | >The move "safeguards the IRS from an obvious conflict of
             | interest where the tax collector becomes the tax preparer,"
             | the bill's summary states.
        
           | Quekid5 wrote:
           | As someone from a country with ludicrously (needlessly)
           | complicated tax law: Unless you have a really complicated
           | situation, you just get a pre-calculated form on a government
           | site you basically just have to look at and approve. That
           | covers about 90%+ of everyone.
        
         | beAbU wrote:
         | Even developing countries! In my shitty country this year I got
         | an email, and 2 days later my tax return money showed up in my
         | bank account. I need to fill out some extra forms to claim my
         | work from home tax benefit, but it's a minimal amount of
         | effort, and it's optional.
        
         | son_of_gloin wrote:
         | Free tax filing through the government? Why that's basically
         | communism!! Free enterprise is the best option for everything!!
         | /s
        
       | NamTaf wrote:
       | From a non-US perspective, hearing/reading about how tax returns
       | work there is some kind of crazy Byzantine nightmare.
       | 
       | In Aus, I file it through a free, online government portal.
       | 
       |  _Most_ of my stuff is pre-filled: personal income, social
       | support payments, bank interest, dividends /managed fund
       | distributions, etc. Previous years' deductions are rolled over
       | with relevant data pre-filled, which then prompts me to fill in
       | the blanks through a series of steps. There's relevant
       | depreciation calculators for various work-related purchases
       | (laptops, cars, etc.) that all align with the tax office's advice
       | around depreciation durations and rates.
       | 
       | All of this is known because most (i.e. bigger) companies are
       | required to hold your tax file number and report on salaries
       | paid, pension contributions and withheld tax. If you don't give
       | them your TFN, they tax you at the highest rate and then you will
       | get the difference back upon filing a return. If it's not pre-
       | filled, you get your data on a payment summary at the end of
       | financial year and just put it in manually - again, it guides you
       | through this. For a standard white collar worker, because my
       | employer knows how much they're paying me, they can accurately
       | estimate the total income I'll get over a year and thus
       | accurately withhold tax. This means my tax return is generally
       | pretty much a wash until deductions or extra income starts moving
       | it, but that's only a couple of percent usually.
       | 
       | For stuff like bank interest, you can choose to give them your
       | TFN, or you can just enter it manually and the return process
       | will calculate it out in the process.
       | 
       | You can of course delete and re-enter any of the pre-filled
       | information if it's somehow wrong. You're not under any
       | obligation to use the pre-filled data.
       | 
       | The upshot of this is that for the overwhelming majority of
       | people who don't have complicated tax arrangements, it's entirely
       | possible to do it all by yourself, for free. You are of course
       | always able to have an accountant do it for you (the system has
       | processes for them to file a return on your behalf). The
       | underlying principle is that everyone can _in theory_ do their
       | own tax return no matter how complex, though of course that means
       | reading up on a lot of the tax code (the tax office tries to
       | provide relevant examples of how the various rules work). But if
       | you 're a standard white collar employee working a 9-5 with some
       | basic investments (e.g. your pension and a small stock portfolio,
       | maybe an investment property if you want to throw in some non-
       | prefilled complexity, and you've got some basic deductions such
       | as through donations and work expenses) it's going to be pretty
       | easy to do with a few hours' research, max.
       | 
       | Hell, I think I could still even use the paper forms for this
       | all, but _why_?
       | 
       | I suspect that US readers will, on average, baulk at this level
       | of government oversight and the idea that big brother sees all of
       | your income, etc. but the reality is it's still possible to do
       | cash-in-hand jobs and lie on your return so if you're in for a
       | penny re: committing tax fraud, you may as well be in for a
       | pound. Besides, the main way of doing the dodgy on your tax
       | return in Australia is via declaring deductions that you're not
       | fully entitled to (e.g. 100% deduction of your mixed
       | work/personal phone, rather than just the pro-rata amount of use
       | for work) and hoping that you don't stand out too much on a
       | statistical analysis to be audited.
        
         | jcranmer wrote:
         | > I suspect that US readers will, on average, baulk at this
         | level of government oversight and the idea that big brother
         | sees all of your income
         | 
         | No. Most US readers are aware that the US government _already_
         | collects this level of detail, and are frustrated that we can
         | 't get access to the information the government already has and
         | instead have to painfully collect and provide the information
         | the government already knows.
        
       | sys_64738 wrote:
       | I'd also like to add that I hope all tax prep companies crash and
       | burn and everybody loses their jobs. They are parasites.
        
       | bigfryo wrote:
       | Our government has definitely shows that they can implement
       | complex websites
        
       | BurningFrog wrote:
       | I don't want a free tax filing system.
       | 
       | I want the IRS to give me form - paper or digital - with the data
       | they already know from my employer, bank, etc already in.
       | 
       | I'd be happy to enter the other things myself.
        
         | winter_blue wrote:
         | Wouldn't that create an incentive for people to under report
         | their income?
        
           | VWWHFSfQ wrote:
           | Is that different than now
        
             | hellojesus wrote:
             | By keeping their hand secret, the citizen has to error on
             | ovrreporting so as to avoid unreporting penalties. So it
             | makes sense for the gov not to show their hand. The gov is
             | akin to blackjack dealer.
             | 
             | However, it's not clear to me how self reporting/filling is
             | not a 5A violation of self incrimination.
        
         | gsliepen wrote:
         | When I was living in Sweden, it was like that. I got a paper
         | form with everything already filled, including income, loans,
         | assets and so on. If everything was correct and you didn't have
         | to change or amend things, then you could send a single text
         | message (SMS) to confirm that everything was OK. Since
         | estimated taxes are already deducted from your salary by your
         | employer, you only have to pay the difference with that
         | estimation. A few of the years they overestimated that a little
         | bit, and I got the money back on my bank account within a
         | month. This is how it can be.
        
         | ellisv wrote:
         | They will if you get it wrong enough.
        
           | atlasunshrugged wrote:
           | Having just received a letter in the mail saying I owe an
           | extra ~$850 from 2020 I can confirm this is the case!
        
             | RetpolineDrama wrote:
             | Did they say what for?
        
               | atlasunshrugged wrote:
               | They probably did at an extremely high level, I already
               | paid and threw it away (which was silly... don't do tax
               | stuff when mentally exhausted) but it certainly had no
               | specific details or context on how they arrived at that
               | conclusion, what exactly was wrong, etc. It did have some
               | very serious statements about failure to pay, increased
               | penalties for late fees, etc. and having tried to call
               | the IRS in the past, I know that it's worse than pulling
               | teeth to get real answers so I decided this fight wasn't
               | worth it. That said, I have also had them come back
               | before with a mistake on their end and a check I wasn't
               | expecting so my current mental model for the IRS is that
               | they are honest brokers in general, just really really
               | slow.
        
               | ellisv wrote:
               | They will say what for and give you the opportunity to
               | dispute it. You can even call and talk with someone. They
               | aren't faceless, heartless, or infallible. If it's their
               | mistake, or an honest mistake on your part, they're
               | pretty easy to work with.
        
               | atlasunshrugged wrote:
               | I'd disagree a bit with the faceless part and being able
               | to call and talk with someone. It depends how much
               | patience you have to wait on the phone.
        
           | mikestew wrote:
           | Yeah, but the "tax preparation" fees of the IRS are
           | considerably higher than Intuit's.
           | 
           | (IOW, if you rely on the IRS to tell you what you owe,
           | there's probably a penalty attached.)
        
             | singron wrote:
             | It's not bad. The form actually says you don't have to
             | calculate your tax and you can leave the remaining fields
             | blank. The IRS will crunch the numbers and send a
             | bill/refund. If your income is simple, that's a good way to
             | file. If you made a mistake crunching that part yourself,
             | they will correct it. If you get a refund or don't owe
             | much, then it's not a big deal.
             | 
             | If you have choices (e.g. joint vs separate, itemized vs
             | std deductible), then you want to crunch the numbers
             | yourself so that you can make the best choice. You also
             | need to be careful if you have reporting requirements that
             | don't affect the tax total that year like IRA backdoors and
             | AMT books.
        
       | bozhark wrote:
       | > Republicans on the House Appropriations Committee in June
       | proposed a budget rider that would prohibit funds to be used for
       | the IRS to create a government-run tax preparation software,
       | unless approved by a group of House and Senate committees.
       | 
       | The move "safeguards the IRS from an obvious conflict of interest
       | where the tax collector becomes the tax preparer," the bill's
       | summary states.
       | 
       | That's a hard R in Republican
        
         | ellisv wrote:
         | What a ridiculous take. Use of the software wouldn't be
         | compulsory. The IRS already (mostly) knows what the payer owes.
        
           | JohnFen wrote:
           | Technically, the use of the software isn't compulsory. You
           | can still fill out the physical tax forms and mail them in.
           | 
           | That said, I am solidly on board with the IRS just computing
           | the taxes for taxpayers and sending them a bill. Taxpayers
           | who dispute the bill can then just file their own taxes as
           | normal.
        
             | ellisv wrote:
             | The IRS will always need some info from the tax payer.
        
           | sokoloff wrote:
           | There are two problems with that:
           | 
           | The one that affects most people is that the IRS system is
           | "eventually consistent", but they do not currently have the
           | information needed to file your return on the date your
           | return is due.
           | 
           | If you don't believe me, request your transcript-of-records*
           | on your account filing date. Then request it again in early
           | fall. The latter will, IME, be complete while the former will
           | not.
           | 
           | * - https://www.irs.gov/individuals/get-transcript
           | 
           | The one that affects only a subset of people is that many
           | deductible items that go into tax returns are never shared
           | with the IRS at all and only the taxpayer knows about them
           | (today).
        
             | jedberg wrote:
             | You're technically correct, but in most cases the date the
             | original form was filed with the IRS was around the
             | deadline. It just takes them a while to upload them all.
             | 
             | But we could also just make the filing deadline October for
             | individuals. Most of those late arriving forms are K1s for
             | partnerships that only file in April.
        
         | sdenton4 wrote:
         | There's a terrible conflict of interest in my local deli, where
         | the person taking my order also collects my money. Shocking
         | that it's allowed.
        
         | goplayoutside wrote:
         | There would be a conflict of interest if the IRS was incentived
         | to maximize tax revenues. Are they? Does anyone at the IRS get
         | paid more if tax revenues are up in a particular year?
         | 
         | I would think that they're only incentivized to accurately
         | apply the existing tax laws, and those laws are written by a
         | separate entity.
        
       | benguild wrote:
       | Now that we have technology can't taxes just be automatic when
       | transactions happen?
        
         | sokoloff wrote:
         | First, you'd have to ban cash.
         | 
         | Second, you'd have to give up substantial amounts of privacy
         | (both related and unrelated to the banning of cash).
         | 
         | As an example, to make taxes automatic, you would have to
         | annotate each electronic transaction with its taxable
         | treatment.
         | 
         | If I buy a ticket on Delta to go on vacation, that has one tax
         | treatment (no effect). If I buy that same ticket on Delta to go
         | on a business trip, that has a _different_ tax treatment.
         | (Further, I would wager that telling airlines which scenario it
         | is would not be helpful in terms of ticket pricing /terms.)
         | 
         | If I buy a sandwich on vacation vs that same sandwich on a
         | business trip, different tax treatments...(and the business
         | trip airline ticket even has a different tax treatment than the
         | business trip sandwich).
        
       | miki123211 wrote:
       | Why hasn't a non-profit build this before?
       | 
       | If Intuit can build a system and charge for it, it should be
       | entirely possible to build it as open source, software, and it's
       | the kind of think that some non-profits would probably go for.
       | 
       | THe IRS will have a slightly easier time building a system like
       | this, as they can pre-fill some of the data that they already
       | have, but it should still be possible to at least match Intuit
       | here.
       | 
       | It feels like this is an area where competition would be a good
       | thing. The IRS's system might be good or it might be bad. If the
       | job was done by NGOs, you could have multiple systems, all
       | learning from each other's successes and failures, and users
       | would choose the one that is the most intuitive. Maybe a better
       | idea would be to give taxpayer data to non-profits (after user
       | authentication and consent, of course.)
        
       | kevinventullo wrote:
       | Nowadays I outsource my tax prep to a professional, but I'd still
       | be happy if this system can serve the folks with the easiest-to-
       | file taxes. I don't even care about the economic ROI, it just
       | seems like a nice thing to have in a relatively wealthy country,
       | like parks or libraries.
        
       | toomuchtodo wrote:
       | Between this and FedNow, US public goods are firing on all
       | cylinders. You love to see it.
        
         | polski-g wrote:
         | FedNow is still private sector, its ran by private banks.
         | 
         | There is nowhere with a .gov domain you can go to, to send
         | money to another US citizen.
        
           | toomuchtodo wrote:
           | Federal Reserve operates at the direction of Congress, who
           | also directed them to build FedNow. FedNow is operated as a
           | utility with a cost recovery (vs profit) model. Ergo, public
           | good.
           | 
           | https://www.federalreserve.gov/aboutthefed/fract.htm
           | 
           | https://www.pymnts.com/news/b2b-payments/2019/house-
           | committe...
        
       | dang wrote:
       | Related:
       | 
       |  _IRS tests free e-filing system that could compete with tax prep
       | giants_ - https://news.ycombinator.com/item?id=35950836 - May
       | 2023 (567 comments)
       | 
       |  _Call on the IRS to provide libre tax-filing software_ -
       | https://news.ycombinator.com/item?id=35705469 - April 2023 (129
       | comments)
       | 
       |  _60M Americans have taxes so simple the IRS could do them
       | automatically_ - https://news.ycombinator.com/item?id=35476709 -
       | April 2023 (277 comments)
       | 
       |  _Lobbyists begin chipping away at Biden's $80B IRS overhaul_ -
       | https://news.ycombinator.com/item?id=35381701 - March 2023 (214
       | comments)
       | 
       |  _Intuit pouring money into lobbying amid push for free
       | government-run tax filing_ -
       | https://news.ycombinator.com/item?id=34840039 - Feb 2023 (178
       | comments)
       | 
       |  _IRS builds task force to explore running its own free e-file
       | system_ - https://news.ycombinator.com/item?id=34764952 - Feb
       | 2023 (199 comments)
       | 
       |  _IRS Free File: Do Your Taxes for Free_ -
       | https://news.ycombinator.com/item?id=34462122 - Jan 2023 (247
       | comments)
       | 
       |  _IRS will look into setting up a free e-filing system_ -
       | https://news.ycombinator.com/item?id=32753099 - Sept 2022 (408
       | comments)
       | 
       |  _The IRS could be on the verge of changing the way Americans
       | file their taxes_ - https://news.ycombinator.com/item?id=32550841
       | - Aug 2022 (17 comments)
       | 
       |  _IRS will study free tax filing options_ -
       | https://news.ycombinator.com/item?id=32502321 - Aug 2022 (25
       | comments)
       | 
       |  _TurboTax's fight against free tax filing_ -
       | https://news.ycombinator.com/item?id=31072202 - April 2022 (394
       | comments)
       | 
       |  _Filing taxes could be free & simple. H&R Block & Intuit lobby
       | against it (2017)_ -
       | https://news.ycombinator.com/item?id=30856968 - March 2022 (114
       | comments)
       | 
       |  _FTC sues Intuit for its deceptive TurboTax "free" filing
       | campaign_ - https://news.ycombinator.com/item?id=30846071 - March
       | 2022 (587 comments)
       | 
       |  _Ask HN: How does TurboTax get away with dark patterns?_ -
       | https://news.ycombinator.com/item?id=30409523 - Feb 2022 (122
       | comments)
       | 
       |  _Why do Americans have to pay much to file their tax returns
       | when the IRS knows?_ -
       | https://news.ycombinator.com/item?id=30267361 - Feb 2022 (22
       | comments)
       | 
       |  _Filing Taxes Could Be Free and Simple. But H &R Block and
       | Intuit Lobby Against It (2017)_ -
       | https://news.ycombinator.com/item?id=30185484 - Feb 2022 (18
       | comments)
       | 
       |  _California tried to save the nation from tax filing, then
       | Intuit stepped in_ -
       | https://news.ycombinator.com/item?id=28944200 - Oct 2021 (283
       | comments)
       | 
       |  _The IRS has a big opportunity to fix the way Americans file
       | taxes_ - https://news.ycombinator.com/item?id=28177289 - Aug 2021
       | (12 comments)
       | 
       | ... plus dozens more:
       | https://news.ycombinator.com/item?id=35970518
        
         | fallingmeat wrote:
         | Wow, good sleuthing!! dang do you have a tool to do that or are
         | you just encyclopedic?
        
       | dataflow wrote:
       | Kind of unrelated, but didn't the IRS also "move forward" with
       | login.gov integration? Wherever did that go?
        
       | at_a_remove wrote:
       | I'm interested, but cautious. I'd probably let some other folks
       | find the bugs in the system. Yes, it costs me a little money. I'm
       | just really avoidant of something like an audit and would rather
       | do the tried-and-true until the new thing is up to snuff.
        
       | i_like_pie1 wrote:
       | good. turbotax can/should be checked
        
       | jmclnx wrote:
       | Lets see, the US has a big election next year, early fund raising
       | ? Since the Citizens United Ruling, political bribes are now
       | legal in the US.
       | 
       | I believe this system will only support the easiest of tax forms,
       | the type any idiot can fill out.
       | 
       | Have one of these: 401k, pretax medical/college accounts, stock
       | dividends, non-US interest, income other then wages from
       | commercial for-profit companies, you will be SOL.
       | 
       | And I am sure many people can add to the list of these items.
       | These are the items that make Tax Accountants the real money.
        
         | JohnFen wrote:
         | > I believe this system will only support the easiest of tax
         | forms, the type any idiot can fill out.
         | 
         | Which is fine. That would be a huge win.
        
         | Spoom wrote:
         | Nearly everything you mentioned automatically files paperwork
         | with the IRS _anyway_. I 'm not sure why you think that they
         | could not be part of a pre-filled return.
        
           | Volundr wrote:
           | I feel like this is a point that gets overlooked in the
           | discussion. The IRS ALREADY has software that does your
           | taxes. It's just that currently it's used to validate you did
           | it correctly and they aren't going to tell you the results
           | unless you did it wrong. Sure building this system isn't
           | going to be as easy as "give our existing software a public
           | URL", but there should be a lot of code reuse happening.
        
           | e40 wrote:
           | It's pretty clear why they think this, due to lobbying. I
           | think everyone agrees none of those items _should_ be grounds
           | for not using this theoretical system.
        
         | lowercased wrote:
         | I share some skepticism, but I suspect some basic stuff may be
         | supported (out of the gate or soon) - IRA/401k info may not be
         | too difficult, at least with data from major players
         | (vanguard/fidelity/etc).
         | 
         | I bought and sold two houses, moved between states, and our
         | family had two businesses as well as W2 income - all this over
         | an 18 month period. I went to an HR Block ('big name, offices
         | in multiple states, etc') and they made a lot of mistakes, took
         | about 2 years to unwind the mess.
        
         | Analemma_ wrote:
         | Brokerages and banks already send the IRS your info about 401k
         | plans, HSA/529/etc. accounts, and stock dividends/sales. Most
         | (not all, but most) 1099 employers send the IRS your 1099 as
         | well. Filling these out yourself is a pointless formality and
         | duplicated work in exactly the same way that filling out your
         | own W-2 is.
         | 
         | Government-prepared returns won't cover everybody, but they
         | will cover a much larger share of the population than you're
         | assuming. At an offhand guess, I'd say maybe 90% of people will
         | be just fine.
        
         | JumpCrisscross wrote:
         | > _political bribes are now legal in the US_
         | 
         | No, they're not. _Citizens_ was problematic. But it says
         | nothing about bribes, whether that be handing a politician cash
         | or promising them a job. Mischaracterizing it sucks the oxygen
         | out of the room for the cause of reform.
        
           | m348e912 wrote:
           | >Citizens was problematic. But it says nothing about bribes
           | 
           | Kind of disagree.
           | 
           | In 2016 Sheldon Adelson (a now deceased wealthy casino mogul)
           | donated $25 million to the Super Pac "Future 45". The Pac's
           | main objective was to run advertising against Hillary
           | Clinton. To say that Sheldon didn't have influence on Trump
           | akin to bribery is naive. Fun fact, Sheldon's contributions
           | is one of the main reasons the US Embassy in Israel is now in
           | Jerusalem and not Tel Aviv. (Just a minor example)
           | 
           | Unlimited corporate donations (as a result of the CU
           | decision) and superpacs have been the most significant
           | influence on American politics of this generation.
        
             | JumpCrisscross wrote:
             | > _To say that Sheldon didn 't have influence on Trump akin
             | to bribery is naive_
             | 
             | Influence can definitely be bought. But trading influence
             | isn't bribery. What Adelson did is closer to a manufacturer
             | opening plants in a swing state--despite higher costs--to
             | curry favour with its senators than sticking wads of bills
             | in their pockets. It's definitely not the same. That's the
             | problem. But it's a far cry from wiring Trump money in
             | exchange for an executive order.
             | 
             | Blurring the line between bribery, lobbying and campaign
             | financing not only sucks the sail out of campaign finance
             | and lobbying reform. It also destigmatises actual bribery.
        
               | m348e912 wrote:
               | You might have to get out the crayons and explain the
               | difference. They seem one in the same to me.
        
       | lxe wrote:
       | As much as I love not having to use paid filing software, I don't
       | expect the federal government to create something that isn't
       | incredibly frustrating to use that costs way too much to build
        
         | ourmandave wrote:
         | I wonder if the help system for it will be AI based.
        
         | robszumski wrote:
         | As a founder, some of the federal and state software for
         | registering in various states, workers comp, etc and the
         | estimated tax process as an individual is surprisingly decent.
         | It's not great, but the state and federal level stuff is
         | generally ok.
        
           | [deleted]
        
           | rufus_foreman wrote:
           | A couple years ago, the IRS didn't pay my income tax refund
           | for six months, and during that time they couldn't tell me
           | why they weren't paying, when or if they were going to pay
           | it, what the status was, whether there was anything wrong, or
           | when they would have any information on what the status was,
           | and this was after waiting for many, many, many hours to get
           | in contact with the person that wasn't going to tell me
           | anything at all.
           | 
           | And this is the IRS that wanted me to provide them with a
           | selfie in order to make estimated income tax payments online.
           | 
           | That is pretty far from OK. I will be paying for tax
           | preparation software one way or the other, I would much
           | rather pay the private sector so that I have a choice if I
           | don't like a particular application.
        
         | hedgehog wrote:
         | The financial sector is the clear winner in who makes worse
         | user-facing software though. I've interacted with a whole
         | variety of US government services from federal to city and
         | they're on average better than the garbage I have to use for
         | back end management related to bills and various investments.
         | Consumer tax software is downright user-hostile.
        
       | ourmandave wrote:
       | If you qualify, IRS will already figure your taxes for you.
       | 
       | https://www.irs.gov/taxtopics/tc552
       | 
       | I wonder what happens if _they_ make a mistake?
        
         | junar wrote:
         | That's not the same thing. For the process referenced by your
         | link, the taxpayer would still need to fill in most lines, only
         | leaving a few calculation lines blank for the IRS to finish.
         | 
         | > If you want the IRS to figure your tax. Read Form 1040 or
         | 1040-SR, lines 1 through 15, and Schedule 1 (Form 1040), if
         | applicable. Fill in the lines that apply to you and attach
         | Schedule 1 (Form 1040), if applicable. Don't complete Form 1040
         | or 1040-SR, line 16 or 17.
         | 
         | > If you are filing a joint return, use the space on the dotted
         | line next to the words "Adjusted Gross Income" on the first
         | page of your return to separately show your taxable income and
         | your spouse's taxable income.
         | 
         | > Read Form 1040 or 1040-SR, lines 19 through 33, and Schedules
         | 2 and 3 (Form 1040), if applicable. Fill in the lines that
         | apply to you and attach Schedules 2 and 3 (Form 1040), if
         | applicable. Don't fill in Form 1040 or 1040-SR, lines 22, 24,
         | 33, or 34 through 38. Don't fill in Schedule 2 (Form 1040),
         | line 1 or 3. Also, don't complete Schedule 3 (Form 1040), line
         | 6d, if you are completing Schedule R (Form 1040), or Form 1040
         | or 1040-SR, line 27, if you want the IRS to figure the credits
         | shown on those lines.
         | 
         | https://www.irs.gov/publications/p17#en_US_2022_publink10001...
         | 
         | Also, it comes with several limitations.
         | 
         | > When the IRS cannot figure your tax. The IRS can't figure
         | your tax for you if any of the following apply.
         | 
         | > You want your refund directly deposited into your checking or
         | savings account ...
         | 
         | https://www.irs.gov/publications/p17#en_US_2022_publink10001...
        
       | nonethewiser wrote:
       | Controversial take for all of you:
       | 
       | US taxes arent complicated because of tax software lobbiests. In
       | fact they are already very simple if you actually value
       | simplicity. But people dont - they value paying the least in
       | taxes as possible (as they should).
       | 
       | You can dumbly supply a small amount of information and be in
       | complete compliance with the law. Virtually all complexity comes
       | from proving ways in which you don't owe taxes and calculating
       | how much. Thus, reducing complexity necessarily increases taxes
       | for most cases. That means reducing complexity will always have
       | lots of normal people rationally opposing it.
       | 
       | Tax complexity reductions need to be accompanied by tax cuts
       | across the board.
        
         | tristor wrote:
         | Unfortunately your take is wrong, rather than controversial.
         | 
         | I do my taxes every year, sometimes long-form, sometimes with
         | software like TurboTax. The complexity of my taxes is entirely
         | the fault of the way in which I am required to provide
         | information to the IRS, most of which they already know, even
         | though I take the standard deduction and don't do any "tricks".
         | A simply example is if you have any sort of stocks/bonds or
         | other tradeable asset holdings. Reporting this is a massive
         | pain in the ass, because despite the fact that
         | Schwab/Etrade/et-al already report this to the IRS, they make
         | you list the cost basis, date of purchase, and sale price of
         | every transaction that occurred within the tax year as part of
         | calculating whether or not you're eligible for long-term
         | capital gains or are taxed at your marginal income tax rate
         | (short term capital gains). Very closely related is
         | transactions dealing with RSUs, which every tech worker (most
         | of HN) has to deal with. This is despite the fact I work a
         | relatively normal white collar job on a W-2 and don't even file
         | a base 1099 on a yearly basis.
         | 
         | Taxes are complicated in the US because our tax code is bonkers
         | and we're forced to precisely input a whole lot of spreadsheet
         | bullshit that the IRS already knows so they can auto-check our
         | work against their database rather than just telling me I owe
         | them an extra $2k because despite having maximum withholding,
         | the government wants to fuck me a little deeper in the ass.
         | Exactly none of this is optional, I am /obligated/ to report
         | all of this complexity, whether I paid enough or not, or I am
         | legally penalized.
         | 
         | Taxes /could/ be simple, but they are not, for anyone who makes
         | more than about $60k/yr, which is nearly half the country.
         | 
         | > You can dumbly supply a small amount of information and be in
         | complete compliance with the law.
         | 
         | This is not only factually untrue, anyone who follows this
         | advice is putting themselves in significant legal jeopardy.
        
       | miki123211 wrote:
       | Don't tax authorities have an incentive to minimize tax returns
       | and maximize taxes paid? Just like in for-profit companies,
       | there's a temptation to employ dark patterns here.
       | 
       | These systems have been developed in other countries and I don't
       | think this problem exists, even though it intuitively should.
        
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