[HN Gopher] IRS Direct File to open to all 50 states and D.C. fo...
       ___________________________________________________________________
        
       IRS Direct File to open to all 50 states and D.C. for 2025 tax
       season
        
       Author : kjhughes
       Score  : 386 points
       Date   : 2024-05-31 15:27 UTC (7 hours ago)
        
 (HTM) web link (www.axios.com)
 (TXT) w3m dump (www.axios.com)
        
       | CharlieDigital wrote:
       | > Rep. Brad Sherman (D-Calif.), an accountant and senior member
       | of the House Financial Services Committee, told Axios in April
       | that he wants to go "way beyond Direct File," calling for a
       | "self-populating form."         >          > "Why in the heck
       | should you have to fill out your return when the government has
       | all the information. They know what's on your W-2 form before you
       | do. They know what's on your 1099 ... Do you know how many
       | mistakes people make?"
       | 
       | Yes. Please.
       | 
       | Now fix Workday, too.
        
         | jjcm wrote:
         | This was one of my favorite things about living in Australia as
         | an American. Taxes were clicking a checkbox and saying, "I
         | agree".
         | 
         | It was incredible how simple it was.
        
           | barbazoo wrote:
           | Pretty much the same in Canada at this point for many people.
           | Your tax software, and there are lots of free ones, pull the
           | data from CRA and populate your whole return.
        
           | codegeek wrote:
           | I lived in HongKong for about 2 years a while ago. It was the
           | same there. They calculate everything and you just have to
           | sign it.
        
         | spiderice wrote:
         | This works against the governments interest, as they'll lose
         | revenue from all the fines they give to people who accidentally
         | fuck up their tax return.
        
           | CharlieDigital wrote:
           | The point of the government isn't to make a profit; it's to
           | serve the people.
        
             | mrangle wrote:
             | disagree
        
               | mrangle wrote:
               | The people who are downvoting my "disagree" are likely
               | assuming that I am speaking philosophically. I'm not.
               | Philosophically, sure: the purpose of the government is
               | to serve the people. A philosophy written specifically
               | for the consumption of people. But now I'm speaking about
               | its practical purpose. What a system produces is always
               | its purpose.
        
               | vel0city wrote:
               | Even with your definition of "What a system produces is
               | always its purpose" is still usually incorrect. The US
               | hasn't "turned a profit" (had a budget surplus) for the
               | majority of the past what, 100 years? Lots of places
               | don't tend to run long-term budget surpluses either.
               | Governments generally don't "turn a profit".
        
               | plorkyeran wrote:
               | The US Government operates at a massive deficit, so
               | clearly the purpose of it is not to turn a profit.
        
               | g15jv2dp wrote:
               | It's also possible that people downvoted because a one-
               | word comment doesn't contribute anything to the
               | discussion.
        
             | spiderice wrote:
             | Ideally, yes. What is your point?
        
           | barbazoo wrote:
           | What about on the other hand saving all that effort
           | associated with auditing, re-filing/amending a return, etc.
        
           | mminer237 wrote:
           | 1. It surely costs way more in employee expenses to monitor,
           | correct, and collect such small fines. Plenty of times
           | they'll just let a $200 fine go because it's not worth the
           | effort to collect.
           | 
           | 2. Taxes are a means to an end, as is the government. There's
           | no benefit to fining people for clerical mistakes besides
           | encouraging them to not make them. There's no value created
           | by fines. There's no shareholder greedily pocketing the
           | revenue. If they can avoid mistakes for people, that benefits
           | government employees by having to waste less time on stupid
           | stuff, the taxpayers by not having to waste time on stupid
           | stuff and avoiding fines, and the people at large by not
           | having to waste public money on paying people to fix stupid
           | stuff on people's returns.
        
             | spiderice wrote:
             | 1. citation needed
             | 
             | 2. In an ideal world, yes. In practice, citation needed.
        
               | lesuorac wrote:
               | 1. Citation is really needed.
               | 
               | EITC makes up 36% of all audits and its for people making
               | below 20k.
               | 
               | https://www.propublica.org/article/earned-income-tax-
               | credit-...
        
           | kbolino wrote:
           | That revenue isn't even a drop in the bucket. The issue is
           | and always has been parasitic jobs: you wouldn't need
           | anywhere near as many IRS employees and tax accountants.
        
             | spiderice wrote:
             | Agree. I love the idea.
        
           | bombcar wrote:
           | It does work against the government's stated interest, but
           | not in the way you think.
           | 
           | Tax policy is the government's strongest tool to change
           | personal behavior, and if the system is simple and automated
           | it doesn't do that at all.
        
             | vundercind wrote:
             | Why... not?
             | 
             | If anything it's a great opportunity to put personalized
             | suggestions for how to reduce one's taxes (=change
             | behavior) directly in front of the eyeballs you want to see
             | it. Put it directly on the page where you click "looks good
             | to me" on the automatically-filled-in tax form.
             | 
             | "Looks like you've never used your one-off solar panel
             | federal tax credit. Click here for information on how to
             | save up to $xx,xxx on next year's taxes, while also
             | reducing your energy bill!"
        
             | op00to wrote:
             | > Tax policy is the government's strongest tool to change
             | personal behavior, and if the system is simple and
             | automated it doesn't do that at all.
             | 
             | I'm not sure I agree. For example, I used to pay city wage
             | tax to one municipality, and I decided I did not want to
             | pay that city tax anymore so I took a job in another area
             | that no longer had the city wage tax. I would be due the
             | wage tax no matter what, and I was aware of exactly how
             | much the wage tax was by looking at my pay stub every two
             | weeks. Having my taxes prepared for me doesn't really
             | change that.
        
               | bombcar wrote:
               | It's all the various deductions you can take, both above
               | and below the line.
               | 
               | It _is_ possible to do the same societal effect in other
               | ways, but the US does a done at the federal level via
               | taxes.
               | 
               | Go look sometimes at the list of things you _can_ claim
               | in various cases.
               | 
               | It's even more explicit when you look at business tax
               | returns and schedules.
        
           | xp84 wrote:
           | Most returns are not audited, and most screw-ups don't result
           | in fines. The kind of thing that (sometimes) gets big fines
           | is sophisticated shenanigans done by rich people, and
           | completely preparing such a complex return is (imho) way out
           | of scope for the 'tax automation' we are speaking about here,
           | where a basic 1040A or 1040EZ (simple forms which a massive
           | plurality of Americans are eligible to use) can be populated
           | entirely from IRS-known data.
        
           | Sohcahtoa82 wrote:
           | > all the fines they give to people who accidentally fuck up
           | their tax return.
           | 
           | You only get fined if you deliberately (and fraudulently)
           | fuck up.
           | 
           | If you make a mistake, they give you a chance to correct it
           | before fining you.
           | 
           | I forgot a W-2 once (I switched jobs 4 weeks into the year
           | and the first employer gave me my W-2 late) and filed without
           | it. My return was rejected and I got a letter telling me why
           | and requested an amended return. I amended, re-filed, got
           | accepted, and got my refund. No fines.
           | 
           | And certainly no jail time like a lot of memes like to
           | suggest.
        
         | rqtwteye wrote:
         | That's the way it should be. Even the anti-tax people should be
         | for this because it allows people to see what the IRS already
         | knows. That would allow them to request changes as needed. I
         | know people where the IRS had wrong 1099s and it was hard for
         | them to figure out the problem and correct it.
        
           | kindatrue wrote:
           | Anti-tax people like Grover Norquist and Republicans who have
           | made his pledge have long been concerned that if paying taxes
           | were easy, then the American people might not despise taxes
           | anymore. So making paying taxes painful is part of the plan.
           | 
           | https://www.propublica.org/article/how-the-maker-of-
           | turbotax...
        
         | Laaas wrote:
         | I'd rather have them not know than automatic taxes.
        
           | tills13 wrote:
           | Why
        
             | jandrese wrote:
             | Obviously so he can lie and avoid paying taxes.
        
       | t3rabytes wrote:
       | It seemed like the initial Direct File rollout was limited to
       | states that didn't have a state-level income tax, or directly
       | cooperated with the IRS. Are they forcing all states to play
       | ball, or will Direct File not cover state tax submissions?
        
         | xeromal wrote:
         | I doubt this will do anything for a state tax form. It's not
         | their responsibility.
        
         | jprete wrote:
         | Quoting the IRS (https://www.irs.gov/about-irs/strategic-
         | plan/irs-direct-file...):
         | 
         | > The Direct File pilot doesn't prepare state returns. However,
         | if you live in Arizona, California, Massachusetts or New York,
         | the Direct File pilot guides you to a state-supported tool you
         | can use to prepare and file your state tax return.
         | 
         | > If you live in Washington state, Direct File guides you to a
         | state site where you can apply for the Working Families Tax
         | Credit when you file your federal return with the Direct File
         | pilot.
        
         | larkost wrote:
         | From the second sentence of the article:
         | 
         | "will be made permanent for the 2025 tax season with all 50
         | states and Washington D.C. invited to participate"
         | 
         | It seems very much that this is an opt-in thing, state by
         | state. I would suspect that the results of this will be most
         | Democratic-leaning states at least trying to opt-in for next
         | year, and many Republican-leaning states refusing loudly during
         | this election year, then quietly starting to opt in in a few
         | years.
        
           | svggrfgovgf wrote:
           | States part of the pilot program (i.e., 2023 tax year):
           | Arizona, California, Florida, Massachusetts, Nevada, New
           | Hampshire, New York, South Dakota, Tennessee, Texas,
           | Washington (state), Wyoming as per https://www.irs.gov/about-
           | irs/strategic-plan/irs-direct-file....
           | 
           | Looks like exactly half and half, Democratic/Republican to me
           | ...
           | 
           | But, who knows maybe next year ...
        
             | delecti wrote:
             | If you look at the tax situation across the states, the
             | party split makes a bit more sense. Of the states involved
             | in the pilot program, Florida, Nevada, South Dakota,
             | Tennessee, Texas, and (to some extent) Washington do not
             | have individual income tax. Also, Arizona and New Hampshire
             | both have a flat rate income tax, which I readily admit
             | knowing nothing about, but which I presume simplifies them
             | being part of the pilot. So California, Massachusetts, and
             | New York are the only states which have a variable tax rate
             | and also opted in, and are also all about as Democrat
             | leaning as it gets.
             | 
             | https://taxfoundation.org/data/all/state/state-income-tax-
             | ra...
        
               | Sivart13 wrote:
               | I can speak to Arizona and New York: they both have state
               | taxes but didn't have any existing web portal that could
               | be integrated with Direct File.
               | 
               | They were in the pilot because the organization I worked
               | for, Code for America, offered to build them one:
               | https://codeforamerica.org/programs/tax-benefits/state-
               | tax-f...
               | 
               | We reached out to other states as well, but those were
               | the two that ended up being most impactful + most
               | cooperative + easiest to implement :)
        
       | Someone1234 wrote:
       | How volatile is this to the political winds? As the article makes
       | clear this was largely done with the support of the current
       | incumbent, but what if the next one is more amenable to
       | TurboTax's ideas?
       | 
       | That seems to be an ongoing headache in the US with executive
       | branch created programs, courts can just immediately squish them
       | or political winds can change, then they're suddenly gone.
       | 
       | Something like this, in order to be permanent, needs
       | congressional approval.
        
         | Covzire wrote:
         | Not very, absolutely everyone hates doing their taxes and the
         | whole shady process behind it all. The IRS should have to
         | declare what they think you owe before you pay or submit any
         | paperwork, I don't know if that'll ever happen but any baby or
         | big steps towards that reality will win bipartisan support,
         | easily. Just have to get past the conflicted-out members of
         | congress who are truly being controlled by Turbo Tax and other
         | industry lobbyists.
        
           | kindatrue wrote:
           | "Not very, absolutely everyone hates doing their taxes and
           | the whole shady process behind it all"
           | 
           | That's the Grover Norquist (and Republican) argument for not
           | having IRS Direct File to begin with: if filing taxes becomes
           | easy, people might not hate the IRS and hate taxes.
           | 
           | https://www.propublica.org/article/how-the-maker-of-
           | turbotax...
        
             | MisterBastahrd wrote:
             | And it's really because they don't know any poor people.
             | 
             | Because if they did, they'd know that filing taxes for low
             | income people with kids is a HUGE bonanza, and they'd work
             | like hell to implement a system where all tax credits were
             | applied to individual paychecks, not lump sums during tax
             | season. It's the one time of the year when their pockets
             | are flush with cash.
        
         | MichaelNolan wrote:
         | > How volatile is this to the political winds?
         | 
         | Very. Had the GOP won the senate in 2022, this would have
         | probably been cut already. Depending on how this November goes
         | the policy could definitely be reversed.
         | 
         | > Something like this, in order to be permanent, needs
         | congressional approval.
         | 
         | This program did come from Congress. It was apart of the
         | inflation reduction act.
        
           | rqtwteye wrote:
           | It's a huge problem that when the opposition comes into
           | power, they immediately try to revert and undermine what the
           | previous party did. Not because of merit, but just because of
           | partisanship. So you end up with a lot of programs that get
           | started and after a while get repealed or maintained badly.
           | This costs the country a lot of money.
           | 
           | The ACA is a classical example. Instead of improving it or
           | proposing a real replacement, they campaign for repealing it
           | and some incantations of "free market" without explaining how
           | patients won't get screwed over even more than now.
        
             | Alupis wrote:
             | Perhaps people should stop treating the president like a
             | king, and you know, actually pass laws the way our
             | government was designed to work...
        
               | thatguy0900 wrote:
               | Congress honestly seems to have completely shut down as a
               | body able to accomplish anything. The president is all we
               | have
        
               | gottorf wrote:
               | This is a feature of the US constitutional system, not a
               | bug. It's designed such that things move very, very
               | slowly. If Congress isn't able to pass laws, it probably
               | reflects a division in how the voting populace feels
               | about the subject of such laws.
               | 
               | The president may be all we have, but he is
               | constitutionally forbidden from acting like a king.
               | Though, of course, that hasn't stopped presidents from
               | trying.
        
               | Alupis wrote:
               | 100% Correct. People all too often look at Congress and
               | say "gee, they aren't passing all the things I want them
               | to do, therefore Congress must be broken!"
               | 
               | This fails to realize Congress works entirely the way it
               | was designed. As you said, inaction == lack of consensus.
               | 
               | Imaging running a country where significant ways of life
               | (influenced by laws) change willy-nilly depending on the
               | flavor of the day? The legal whiplash would be absurd.
               | 
               | So, people often look to the president as some sort of
               | king analog, and demand action via Executive Order - then
               | cry foul when the next president undoes the previous
               | one's EO's... it's lunacy and not a good way to run a
               | society.
        
               | iends wrote:
               | > This fails to realize Congress works entirely the way
               | it was designed.
               | 
               | Don't really think so.
               | 
               | The 1929 Permanent Apportionment Act subverted the
               | intentions of the founders and clearly swayed the power
               | balance back towards rural areas, even though they have
               | equal representation in the senate.
        
               | Alupis wrote:
               | And?
        
               | anigbrowl wrote:
               | >> This fails to realize Congress works entirely _the way
               | it was designed._
               | 
               | >The 1929 Permanent Apportionment Act _subverted the
               | intentions of the founders_
               | 
               | Stop playing dumb. The contradiction with your initial
               | assertion was clearly articulated. Try addressing it
               | instead of baiting other posters.
        
               | Alupis wrote:
               | Posting this demonstrates a clear lack of understanding
               | of how the US government works - and a gross
               | misunderstanding of the founding of the US and the
               | framer's intentions.
               | 
               | The "And?" was a prompt for the poster to elaborate on
               | their uninformed view. You apparently saw fit to double-
               | down on expressing your lack of understanding as well...
               | 
               | Perhaps you would like to take a swing at explaining how
               | Congress passing a law somehow "subverts" Congress?
        
               | rqtwteye wrote:
               | " it probably reflects a division in how the voting
               | populace feels about the subject of such laws."
               | 
               | I don't think that's correct. There is way too much
               | propaganda coming from the parties to think that voters
               | have made up their minds based on the facts. It's
               | actually quite hard to get the facts because the media is
               | mostly reporting politics like they report a football
               | match.
        
               | llamaimperative wrote:
               | https://www.youtube.com/watch?v=mtPgUrVPXeI
               | 
               | https://www.nbcnews.com/politics/joe-biden/mcconnell-
               | says-he...
        
               | Alupis wrote:
               | Care to elaborate what this partisan propaganda has to do
               | with anything???
               | 
               | Some people seem to enjoy whipping up a second pitcher of
               | kool-aide before they've even finished the first...
        
               | llamaimperative wrote:
               | Sorry but the elected leader of a party openly stating
               | his objectives is not "partisan propaganda." So free of
               | Koolaid you think simply citing the actual words that a
               | grown adult said of his own free will and cognizance is
               | "partisan propaganda."
        
               | Alupis wrote:
               | Care to explain what happened during the Trump
               | Administration then?
               | 
               | It's so easy for people to hyper-focus on "my side good"
               | that they lose sight of the overall picture. Resisting an
               | administration's agenda is pretty normal and expected...
               | the people who voted for Mitch simply do not agree with
               | the Biden agenda. Mitch (and other R's) are there to
               | enact the agenda their constituents want. What a
               | shocker...
               | 
               | Why is this surprising to you? Have you pondered, even
               | for a few moments, what Democrats do when there's a
               | Republican administration in office?
        
               | llamaimperative wrote:
               | Surely you can find examples of Schumer saying that his
               | party is fully committed to obstructing the Trump
               | administration, right? Or Harry Reid saying it during the
               | Bush administration?
               | 
               | No, it's _not_ normal. That 's exactly my point. If it's
               | normal, cite it.
               | 
               | Believing it's normal for one party to have _as an
               | explicit goal_ to simply obstruct everything the
               | administration is doing is a symptom of drinking too much
               | Koolaid.
        
               | Alupis wrote:
               | > obstructing
               | 
               | You are conflating not getting your way with someone
               | carrying out the task they were elected for.
               | 
               | In life, we don't always get what we want... normally we
               | teach this lesson to children.
               | 
               | I don't know why this is difficult for you to understand
               | - but it clearly demonstrates the effectiveness of the
               | propaganda you previously linked to and people's general
               | disregard for anything outside of their small political
               | circle.
               | 
               | Do you believe Mitch is supposed to "fall in line" and
               | vote to support the Biden agenda? Do you believe this
               | sort of opposition isn't present in the Democrat party?
               | 
               | Or are we squabbling over NBC propaganda? "But, but he
               | said!"... "prove it!". This is very tiring...
        
               | llamaimperative wrote:
               | > "One-hundred percent of our focus is on stopping this
               | new administration"
               | 
               | Actual words stated by Mitch McConnell. His goal is not
               | to pass policy that's good for the American people, not
               | to prevent the administration from overstepping or making
               | mistakes, not to do anything except simply "stopping this
               | new administration."
               | 
               | The purpose of our government is to _collaborate and
               | compromise_ to find solutions that are good for the
               | country.
               | 
               | Consider two children tasked with collaborating on a
               | problem. One of them walks up and says "One-hundred
               | percent of my focus is on stopping you."
               | 
               | Are you similarly confused about who's the asshole? Is
               | that "partisan propaganda" to say that the child who
               | states that is an asshole? Are you really so smart that
               | this becomes a tricky situation to understand?
        
               | Alupis wrote:
               | Clearly by "collaborate and compromise" you actually mean
               | "so long as my side gets their way". This is the negative
               | result of buying into entirely one-sided propaganda - it
               | limits your perspective to, frankly, bullshit.
               | 
               | I do not see a point in continuing since you seem
               | unwilling to actually contemplate the entire environment.
               | Not only do you have absolutely no response to obvious
               | intellecual hypocrisy, but you are indeed one of _"
               | those"_ people who links to propaganda to support their
               | deliberately narrow and naive perspective of the world -
               | and demands others participate in this alternative
               | reality.
               | 
               | It's not fun, nor intellectually stimulating to engage in
               | this type of debate.
        
               | llamaimperative wrote:
               | No, that's actually not what I mean. Note that I'm not
               | taking issue with any GOP policies, because I don't have
               | a problem with GOP policies. I have a problem with stated
               | goals of simply obstructing the people they are supposed
               | to be collaborating with, thus I am directly quoting
               | statements made that explicitly state their goal of
               | obstructing their collaborators.
               | 
               | Again, citing someone's own words cannot possibly be
               | considered "propaganda" against them, lol. They said it,
               | and to my knowledge they weren't even held at gunpoint!
               | 
               | I mean you haven't even given me an analogous example of
               | the problem I'm pointing out, so I'm not sure what "clear
               | hypocrisy" I'm exhibiting. Give me an example case and
               | I'll tell you what I think and _then_ you can decide
               | whether I 'm hypocritical.
        
               | Alupis wrote:
               | There was oodles of collaboration during the Trump
               | Administration - how did I ever forget how willing to
               | compromise and collaborate Democrats were back then! It
               | was an amazing time for our Congress - so much
               | collaboration was done that we got sick and tired of
               | collaborating!
        
               | llamaimperative wrote:
               | So again, since obstructing the opposing administration
               | is "normal," you can find statements declaring such an
               | objective. Right?
        
               | wredcoll wrote:
               | I'm impressed by your efforts to communicate something
               | that is this basic, and yet depressed by how difficult it
               | is!
               | 
               | Normalizing this "current" republican position of
               | literally not having policies deserves to be called out.
        
               | gottorf wrote:
               | > The purpose of our government is to collaborate and
               | compromise to find solutions that are good for the
               | country.
               | 
               | > Consider two children tasked with collaborating on a
               | problem. One of them walks up and says "One-hundred
               | percent of my focus is on stopping you."
               | 
               | The purpose of our government is clearly lined out in the
               | Constitution. A lot of people happen to think that the
               | federal government has stepped way outside of the bounds
               | prescribed therein[0], and that this causing harm to the
               | country. If you take that view, then being 100%
               | obstructionist at the federal level is in fact acting for
               | the good of the country.
               | 
               | [0]: To be clear, this has been going on for nearly a
               | century. It's not a recent thing, nor is it specific to
               | the parties or presidents involved at any given time.
        
               | anigbrowl wrote:
               | You're just trolling at this point. Please stop.
        
             | schmidtleonard wrote:
             | In 1991 the ACA _was_ the conservative proposal, but in
             | 2010 when it was passed under the Obama administration it
             | suddenly became communist marxism. Sigh.
        
               | chuckadams wrote:
               | It's known as Cleek's Law: "Today's Conservatism is the
               | opposite of whatever Liberals want today, updated daily."
        
             | KittenInABox wrote:
             | I'm actually curious on the reverse. What programs did the
             | GOP start that were cancelled by the Dems? Note I'm a
             | biased liberal, so potentially the reversals might've been
             | propagandized to me as lifting restrictions or some other
             | such political language and I might be unaware of the
             | actual policies.
        
               | dripton wrote:
               | A couple of examples would be reduction of some of the
               | Reagan-era defense spending under the Clinton
               | administration, and partial rollback of some of the
               | Reagan-era tax cuts under the Clinton administration.
               | 
               | Of course these were not complete elimination of
               | programs, but adjustments. And you could argue that there
               | were other reasons besides partisanship, like the end of
               | the Cold War and budgetary issues.
        
               | favorited wrote:
               | > reduction of some of the Reagan-era defense spending
               | under the Clinton administration
               | 
               | ...you mean when the USSR collapsed, and Cold War ended?
        
             | llamaimperative wrote:
             | Please provide examples of Democrats undoing good
             | policy/legislation just because it was passed by a prior
             | Republican administration.
        
               | giantg2 wrote:
               | "Please provide examples of Democrats undoing good
               | policy/legislation just because it was passed by a prior
               | Republican administration."
               | 
               | It's going to be hard to argue with people on the basis
               | of what was "good". That's subjective, and the very basis
               | for why there are separate parties.
        
               | JumpCrisscross wrote:
               | > _going to be hard to argue with people on the basis of
               | what was "good"_
               | 
               | I'd expand this to examples of either party undoing
               | legislation the other championed and passed. It's
               | exceedingly rare, in large part by design.
        
               | pooper wrote:
               | I still hope we can undo the "permanent" tax cuts of 2017
               | at some point.
        
               | giantg2 wrote:
               | Which ones specifically? I haven't followed how the
               | individual elements have played out. Many of the elements
               | seem minor, but I don't remember if the CBO broke down
               | which portions would create the deficit. I assume it's
               | the corporate pieces, but don't know which ones.
        
               | GeekyBear wrote:
               | Why would you expect that?
               | 
               | We didn't even allow the 2001 Bush tax cuts to
               | automatically expire at the end of 2010, despite control
               | of the House, Senate, and White House passing from the
               | Republicans to the Democrats during the intervening
               | years.
        
               | giantg2 wrote:
               | I was mostly focused on the policy part of their comment.
               | A lot of the changes come based on a level or two
               | removed. You generally don't see laws fully flip
               | flopping. Instead it's quite common for someone to get
               | appointed and then their decisions are the ones that
               | change policies (especially internal policies at various
               | agencies). SCOTUS, both now and in the past is a good
               | example of the external law/policies changing based on
               | interpretation. But yeah, actual _repeal of laws_ is very
               | rare.
        
               | troupo wrote:
               | That's not how the opposition is undoes something. The
               | opposition reduces funding and scope and passes
               | legislation that effectively nullifies previous laws.
               | 
               | The reason Republicans are mentioned above is that they
               | have a well documented public history of endorsing and
               | carrying out these kinds of shenanigans. Democrats,
               | though cut from the same cloth, somehow manage to be one
               | step above on an imaginary decency scale.
        
               | gottorf wrote:
               | The great increase in illegal entry into the country
               | through the southern border is a good recent example.
               | Though, I suppose this is predicated upon it being "good
               | policy" that illegal immigration be slowed.
        
               | wredcoll wrote:
               | What increase? The numbers are very constant.
        
               | gottorf wrote:
               | I would love to see your sources; everything I've seen
               | across the partisan spectrum shows a large increase from
               | the 2010-2020 period to 2020 and onwards.
        
               | edflsafoiewq wrote:
               | What policy/legislation was undone to lead to that?
        
               | rqtwteye wrote:
               | I think a new policy wasn't enacted because it would make
               | the democrats look good.
        
               | nitwit005 wrote:
               | That's not a policy. A policy would be reverting
               | immigration laws.
        
               | GeekyBear wrote:
               | I would give the example of the 2001 Bush tax cuts.
               | 
               | Since the Republicans lacked 60 votes in the Senate and
               | zero Democrats supported the Bush tax cuts, The law
               | enacting them was passed using budget reconciliation
               | rules.
               | 
               | > Budget reconciliation is a special parliamentary
               | procedure of the United States Congress set up to
               | expedite the passage of certain federal budget
               | legislation in the Senate. The procedure overrides the
               | Senate's filibuster rules, which may otherwise require a
               | 60-vote supermajority for passage. Bills described as
               | reconciliation bills can pass the Senate by a simple
               | majority of 51 votes or 50 votes plus the vice
               | president's as the tie-breaker
               | 
               | https://www.wikipedia.org/wiki/Reconciliation_(United_Sta
               | tes...
               | 
               | Using budget reconciliation rules automatically set a
               | sunset date for the tax cuts, after which they would
               | automatically expire.
               | 
               | When the tax cuts should have automatically expired at
               | the end of 2010, the Democrats controlled the House,
               | Senate and White House. Despite frequent claims over the
               | decade that tax cuts for the rich were morally
               | reprehensible, the Democrats did not allow the tax cuts
               | to automatically expire, extending them for two years in
               | the lame duck session of Congress, and then most were
               | made permanent two years later before they should have
               | expired again.
        
               | Goronmon wrote:
               | _Despite frequent claims over the decade that tax cuts
               | for the rich were morally reprehensible, the Democrats
               | did not allow the tax cuts to automatically expire,
               | extending them for two years in the lame duck session of
               | Congress, and then most were made permanent two years
               | later before they should have expired again._
               | 
               | Isn't that the opposite of "undoing legislation"?
        
               | ohashi wrote:
               | Isn't this the opposite of what you're saying? Democrats
               | didn't undue policy just because it was passed by the GOP
        
               | dmitrygr wrote:
               | Our current border situation...?
        
               | anigbrowl wrote:
               | But the Democrats haven't made anY= significant changes
               | to immigration policy. In fact, they offered an
               | bipartisan immigration bill that tilted significantly
               | toward the Republicans' wishlist and the GOP rejected
               | because Trump wants to run on immigration and giving
               | Biden a political win in that area was unacceptable to
               | thim (even though many on the left found the proposed
               | legislation very disagreeable).
               | 
               | The main change at the border is a larger number of
               | _migrants_. Migration trends are up globally, for a
               | variety of reasons including climate change.
        
             | xp84 wrote:
             | You're totally right that it's especially bad with e-branch
             | stuff, but it's not necessarily limited to that. Most
             | programs established by congress will be given an
             | expiration date beyond which it would require another act
             | of congress to reauthorize. I think it's mandatory for
             | anything that costs money, basically. I can see the basic
             | rationale that if something is not popular enough to be
             | reauthorized, why keep doing it, but it sure does
             | contribute to instability not knowing if you can depend on
             | something important continuing to exist.
        
             | folkhack wrote:
             | In good faith, when have the Democrats have done this?
        
             | JumpCrisscross wrote:
             | > _ACA is a classical example. Instead of improving it or
             | proposing a real replacement, they campaign for repealing
             | it_
             | 
             | The GOP has controlled the government mulitple times since
             | ACA passed. That nothing was done shows it's a talking
             | point.
             | 
             | Legislation is hard to overturn. Executive actions, less
             | so.
        
               | lesuorac wrote:
               | You have a pretty loose definition of talking point. It
               | was pretty widely televised that McCain broke ranks with
               | the party to prevent an ACA repeal [1] but ignoring that
               | event there were many attempts over the course of 7
               | months [2] to replace it. That time could've been
               | invested into literally anything else.
               | 
               | But yeah a lot of things end up being campaign talking
               | points. Like Obama saying they'd enshrine abortion rights
               | into law and uh didn't.
               | 
               | [1]: https://www.npr.org/2017/07/27/539907467/senate-
               | careens-towa...
               | 
               | [2]: https://ballotpedia.org/Timeline_of_ACA_repeal_and_r
               | eplace_e...
        
           | JumpCrisscross wrote:
           | > _Very_
           | 
           | To underscore this, the IRS is _not_ an independent agency
           | [1], but a bureau of the Treasury.
           | 
           | [1] https://en.wikipedia.org/wiki/Independent_agencies_of_the
           | _Un...
        
           | pavon wrote:
           | > This program did come from Congress. It was apart of the
           | inflation reduction act.
           | 
           | The inflation reduction act directed the IRS to perform a
           | _study_ on Direct eFile. Implementing an actual pilot and
           | then expanding to a permanent tool was based solely on
           | executive authority, so either congress or the president
           | could choose to scrap the program in the future.
           | 
           | > Inflation Reduction Act SS10301(1)(B) TASK FORCE TO DESIGN
           | AN IRS-RUN FREE ''DIRECT EFILE'' TAX RETURN SYSTEM.--For
           | necessary expenses of the Internal Revenue Service to deliver
           | to Congress, within nine months following the date of the
           | enactment of this Act, a report on (I) the cost (including
           | options for differen- tial coverage based on taxpayer
           | adjusted gross income and return complexity) of developing
           | and running a free direct efile tax return system, including
           | costs to build and admin- ister each release, with a focus on
           | multi-lingual and mobile- friendly features and safeguards
           | for taxpayer data; (II) taxpayer opinions, expectations, and
           | level of trust, based on surveys, for such a free direct
           | efile system; and (III) the opinions of an independent third-
           | party on the overall feasibility, approach, schedule, cost,
           | organizational design, and Internal Revenue Service capacity
           | to deliver such a direct efile tax return system,
           | $15,000,000, to remain avail- able until September 30, 2023:
           | Provided, That these amounts shall be in addition to amounts
           | otherwise avail- able for such purposes
        
         | foota wrote:
         | I think once it's been in place for a year it will be very hard
         | for them to take it away.
        
           | jandrese wrote:
           | Virginia had a dead simple and free e-File system for years.
           | It cost the state almost nothing to maintain and worked
           | wonderfully. The tax companies were able to bribe a few
           | members of the legislature to have it killed with relatively
           | little fuss, and now Virginians pay some of the highest rates
           | for e-filing at the state level.
        
       | jawns wrote:
       | The Taxpayers Protection Alliance spokesperson quoted at the
       | bottom says:
       | 
       | > Private tax services "have every incentive to find the
       | deductions that will yield them the best return," Zupkus said,
       | adding that the IRS wants "to extract as much as possible from
       | the taxpayer."
       | 
       | I think it's worthwhile to acknowledge that there are indeed
       | slightly different incentives involved when it comes to the
       | private sector handling tax prep versus the government.
       | 
       | But it's laughable to argue that the private sector is not in it
       | to extract as much as possible from its customers.
       | 
       | ProPublica's series on the nasty ways TurboTax fooled its
       | customers to extract more money from them is a clear example:
       | https://www.propublica.org/series/the-turbotax-trap
       | 
       | Edit: I think some commenters are missing my point here. I'm not
       | agreeing with this spokesperson. I'm saying that it's
       | disingenuous to argue that the government is trying to fleece
       | consumers when it's clear that the private sector has been doing
       | so for some time.
        
         | bombcar wrote:
         | It's not even correct - the IRS wants to follow their rules as
         | closely as they can.
         | 
         | I have had the IRS _unprompted_ send me an additional refund
         | because of a _mistake I made_ on my forms, and they caught.
         | 
         | (They also included a letter saying that if I thought my
         | mistake was right, I could fight the refund, or file a new
         | amended form and go for a bigger one.)
        
           | kbolino wrote:
           | I have had the IRS charge me tax and accuse me of lying to
           | them over a UTMA withdrawal used to pay for tuition even
           | though the fund running the account refused to send me the
           | paperwork because the account is in my parent's name first
           | instead of mine.
           | 
           | It is a massive organization filled with uncoordinated people
           | doing their level best to produce Brownian motion.
        
             | larkost wrote:
             | That sounds like you are agreeing with the post you are
             | replying to: the IRS is trying very hard to stick to their
             | rules. You have a deduction that neither you nor the IRS
             | have paperwork for (since the fund is not acknowledging it
             | as a covered expense), so they are following the rules.
             | 
             | I can understand how you are frustrated about the
             | situation, but this does not seem to me to be random
             | behavior, but rather straightforward rule following.
        
               | kbolino wrote:
               | If following the rules looks like there are no rules,
               | what is the purpose of the rules?
        
             | gamblor956 wrote:
             | UTMA withdrawals by the child are not taxable, however UTMA
             | income is taxable to the child...
             | 
             | What exactly are you railing against? It sounds like the
             | IRS is following the rules here.
        
               | kbolino wrote:
               | If the income is taxable for me, but I get no form in the
               | mail and can't even request one (because it's not my
               | account), then how was I supposed to file a correct tax
               | return in the first place?
        
               | iends wrote:
               | Isn't that an issue with who provides the UTMA account?
        
           | lcnPylGDnU4H9OF wrote:
           | To be fair, that's also the kind of thing Intuit would love
           | to catch since it will make them look good (as they bill
           | people for the privilege of filing taxes, of course).
        
             | bombcar wrote:
             | The taxes had been filed via TurboTax - I had fatfingered
             | some data entry (so it's not really Intuit's fault they
             | didn't catch it). The IRS had the data from other sources.
        
           | downut wrote:
           | I have done[1] my own taxes most years over the last 4
           | decades, but only in the last few years has the Federal IRS
           | fixed my errors for me and sent me more money[2] than I
           | expected. Pretty cool.
           | 
           | I moved house from AZ to GA in 2022 and _both_ State revenue
           | departments refunded me more than what I expected from
           | filling out the partial year forms. GA was almost double[3].
           | The move included a corporate 6 figure relocation package,
           | with all the fraught income tax issues with that. A lot of
           | anxiety... just dissipated.
           | 
           | [1] I download the pdf forms and instructions and just fill
           | them out, and if I have to I print 'em out and mail 'em in.
           | 
           | [2] I try hard to keep refunds to a minimum, certainly less
           | than $1K.
           | 
           | [3] My partner and I puzzled over the GA instructions for
           | quite some time, which are impressively ambiguous. I could
           | make an argument for 3 different scenarios given the
           | instructions, and we decided to go conservative and use the
           | middle strategy. However the refunded amount did not match
           | any of the scenarios I myself calculated!
        
           | adrianmonk wrote:
           | Similar story here. I had quit my job to return to college
           | full time, but I worked for a few months that year. Turns out
           | that qualified me for the Earned Income Tax Credit.
           | 
           | This credit is supposed to encourage poor people to work
           | instead of living off government assistance. I would have
           | never thought to claim the credit because I didn't think of
           | myself as low income. On a monthly basis, I wasn't. But
           | because of working for part of the year, on an annual basis,
           | for that tax year, I was.
           | 
           | One day I got a letter from the IRS saying essentially, "Hey
           | dummy, why didn't you claim this credit on your return? We
           | fixed it for you. Here's a check."
        
         | danans wrote:
         | > Zupkus said, adding that the IRS wants "to extract as much as
         | possible from the taxpayer."
         | 
         | The IRS doesn't want your tax dollars, they are just the
         | mechanism by which the federal government enforces tax
         | collection according to the law.
         | 
         | I've gotten refunded by the IRS for taxes they found that I
         | overpaid years ago. Neither I nor my accountant did anything to
         | initiate that. I'm not alone in getting an unprompted refund.
        
           | kindatrue wrote:
           | I've met people who thought that the IRS makes money from
           | collecting taxes - like that employees there get a cut.
        
         | causal wrote:
         | Yeah, private H&R Block and Intuit have built empires on
         | upselling their products to taxpayers.
        
         | quickthrowman wrote:
         | The IRS has no incentive to collect more than what you owe. If
         | you overpay and the IRS discovers it, they will send you a
         | refund.
        
         | axus wrote:
         | It would be a real problem if IRS employees were promoted /
         | rewarded based on extra dollars collected. As far as I know
         | it's all political & unionized.
        
       | nly wrote:
       | As a Brit it's baffling that this is even an issue. I filed my
       | taxes online with HMRC for free this year (we call it Self
       | Assessment), it took 20 minutes, and I received a 4 figure refund
       | in ~2 weeks directly in to my bank account.
        
         | swozey wrote:
         | The tax system here (usa) is an absolute joke. I owed $5k this
         | year and I literally did nothing different except receive a
         | small 5% raise last year. I have the most basic taxes you can,
         | single, no kids, no house. Literally just a salary paycheck
         | every 2 weeks. Had _no_ idea I would owe anything, much less
         | that much money until I filed 2 weeks prior to our tax date in
         | April and you 're expected to pay everything you owe to them on
         | that date.
         | 
         | I sold a house in 2019, I walked away with only about $15k
         | profit after paying everyone. Bought the house for $335, sold
         | for $370ish. I think my principal was around $310k at the sale.
         | I got a letter in 2022 that I owed the IRS something like $150k
         | or so, some shocking amount of money. Freaked me the hell out.
         | I had to dig out all of my paperwork from the sale and send it
         | to them. All of it but, I forget, maybe $100-1k was dropped. I
         | have no idea what their deal with that was. I had a mortgage,
         | paid the mortgage to my mortgage broker, and when I sold it
         | paid the mortgage off to that mortgage broker. Don't they
         | handle that? I don't know, it was my first house sale.
         | 
         | I'm 40, I've never had the IRS annoy the hell out of me until
         | the last 5 years and now I get a letter from them and my heart
         | stops.. Like, what is it now, masters of my w2? Where I have
         | erred today? It feels like they're practically targeting me at
         | this point. I get letters from them and wonder if they're even
         | legitimate so I call in to verify. When I go to the irs.gov
         | site that tells you what you owe, it doesn't even match what
         | any of my letters say. Right now it says I owe money from I
         | think 2016 that was sent to collections and I've _never_
         | received a letter for that. Collections! For my taxes? That you
         | pull out of my paycheck?? I don 't have ANYTHING about that on
         | my credit report. I also have no way to pay it because it's "In
         | collections."
         | 
         | Seeing all of the rich assholes skate by with tax evasion and
         | all of the loop hole work they do, then knowing they're on my
         | ass when I'm just a dude getting a salary just pisses me off so
         | much.
        
           | phone8675309 wrote:
           | Your company fucked up by not taking withholding from the
           | bonus.
        
             | swozey wrote:
             | I do get a 20% bonus at this company and I think it is
             | attributed to that. It was my first time getting that
             | bonus. What do I even do here? Talk to HR? I don't think I
             | can do anything and just suck it up and pay it and expect
             | it next year? I dunno.
        
               | tekla wrote:
               | Yes, you got a big bonus and it wasn't taxed when you got
               | it. I don't know why you would be confused as to why your
               | liability went up?
        
               | swozey wrote:
               | It absolutely was taxed. I also have never received a
               | paycheck that wasn't pre-taxed. It was something like a
               | $30k bonus and I received about $17kish of it.
               | 
               | Be more condescending though, that's helpful, wise one.
               | 
               | I didn't say I KNEW it was the issue, I said it was
               | potentially that. The IRS doesn't say "Hey you messed up
               | here, fix this, that's the problem." They just send you a
               | bill, which sucks. I had NO information on my $150k house
               | sale tax and had NO idea what information they needed to
               | rectify it.
        
               | whimsicalism wrote:
               | so you made 25% more than you usually do and are
               | wondering why you have to pay more in tax?
        
               | swozey wrote:
               | Yep, here we go, the condescension of Hn. The point is
               | they know my exact income and should be able to handle
               | it, not make me figure it out at the end of the year. I
               | have no idea why I got a random $5k bill. It could be
               | something else. And that's the annoyance.
        
               | gamblor956 wrote:
               | The problem is that you are blaming the IRS for something
               | that _your employer_ messed up during the year.
               | 
               | The IRS doesn't know about your income until the end of
               | the year, when it gets reported to them by your employer.
        
               | wredcoll wrote:
               | Keep in mind that they _could_ handle it if they weren 't
               | deliberately hamstrung by republicans like grover
               | norquist.
        
               | tcmart14 wrote:
               | It might be worth a conversation with HR and reveiwing
               | your tax withholdings just to make sure there is not an
               | error and misunderstanding as to how your company or the
               | HR software is handling it. I ran into a somewhat similar
               | situation early on at my current job, but we were able to
               | find an issue and correct before I got hit with a nasty
               | surprise at tax time.
               | 
               | My issue was that my with-holdings and everything looked
               | fine. But I was not having _any_ federal taxes taken out
               | on my paychecks for federal with-holdings. Turned out to
               | be a software issue that the company who makes it was
               | able to correct.
        
               | swozey wrote:
               | Thanks! I'll speak with them. I know everything is
               | through Bamboo/whatever software nowadays so I wasn't
               | sure if they really had any control/input on these
               | things.
        
           | frutiger wrote:
           | > I owed $5k this year and I literally did nothing different
           | except receive a small 5% raise last year.
           | 
           | This is a common gripe I hear from US tax filers, and I fall
           | into the same psychological trap myself. After all, it always
           | feels bad to have to pay a 4 or 5 figure sum to anyone.
           | 
           | Instead, you should see this as a benefit -- you had the
           | opportunity to extract gains from the stock market (or other
           | investment) on money you rightfully owed to the government;
           | they only came to collect it at the end of the year instead
           | of with each paycheck. Conversely, a tax refund should be
           | seen as a disadvantage, as the government withheld more money
           | from you than it was entitled to.
        
             | lesuorac wrote:
             | I don't remember what all the limits are but the first time
             | you underpay beyond a certain amount the government looks
             | the other way but the second+ time you have to pay
             | penalties. Penalties for a situation wholly in control of
             | the government. They wrote the withholding tables your
             | employer is abiding by to withhold _not enough_ to avoid
             | you having a penalty at the end of the year.
             | 
             | Although I suspect this only matters to FANG where the
             | changes to withholding from the Tax Cuts & Jobs Act meant
             | you had to modify the supplemental withholding rates so you
             | wouldn't get penalized.
        
           | junar wrote:
           | Default federal income tax withholding on bonuses is 22%. If
           | your marginal federal tax rate is higher than that, then you
           | underwithheld, meaning you owe more in taxes than you paid
           | over the year.
           | 
           | https://pburgoscpa.com/managing-your-bonus-in-nyc-a-high-
           | inc...
           | 
           | For your home sale, the person responsible for closing the
           | transaction files Form 1099-S with the IRS, reporting the
           | sale amount (which they're responsible for) but not how much
           | you paid for it (because you're responsible for that). You
           | should have gotten a copy of the 1099-S, which was your clue
           | that you needed to report it on your return.
        
           | gamblor956 wrote:
           | Millions of people manage to properly report the sale of
           | their home every year. Don't blame the IRS for this mistake;
           | this was entirely on you.
        
         | whimsicalism wrote:
         | the tax difficulty in the US is overstated, we have plenty of
         | services that will let you do it for 20 minutes for free. the
         | most popular one is obnoxious and tries to upsell you often,
         | but there are alternatives and you don't need to pay
        
           | cool_dude85 wrote:
           | This is true, but up until recently, tax filing companies
           | would also do all kinds of underhanded tricks to make free
           | filing difficult. For example, Turbotax had two different
           | tiers of free tax filing software, one with a much lower
           | income threshold than the federal mandate. You only find out
           | you're in that tier when it comes time to file. Guess which
           | one they bought tons of google ads for?
        
           | demosthanos wrote:
           | I finally tried FreeTaxUSA this past year based on
           | recommendations on HN and it was a huge breath of fresh air
           | compared to TurboTax! They treat you like a person and not a
           | wallet, and it was also just way smoother and easier to
           | understand than TurboTax's nightmarish interface.
        
           | BeetleB wrote:
           | I can't speak for the UK, but in many other countries, the
           | tax forms _are already filled out_ and you simply need to
           | verify the numbers. You don 't get that in the US.
        
         | resource_waste wrote:
         | In the US, its basically that simple if you arent a business
         | owner. Might even be simpler.
         | 
         | You type in like 14 numbers, each very clearly delineated.
         | 
         | But... if you are a business owner, it takes like 2-3 weekends.
         | (I say weekends, because we work all day during the week)
        
           | BeetleB wrote:
           | There's a big gap between the two, with many individuals in
           | between.
           | 
           | Do you participate in SPP? Then the form you get will have an
           | incorrect cost basis and you need to manually correct them. I
           | guarantee it.
           | 
           | Do you trade individual stocks (e.g. RSUs)? A bit more work.
           | 
           | Got a K-1 form from an investment? Could be straightforward,
           | or if it's real estate, a major pain to fill out those tax
           | forms.
        
         | tekla wrote:
         | Taxes are simple if you have a single W2. People just don't
         | like reading the piece of paper in front of them.
        
         | jimbob45 wrote:
         | US government services are bad almost across the board. Most of
         | us would pay a premium to use a private version over a
         | government version of almost anything.
         | 
         | I'm guessing you would find it equally confusing if I told you
         | we'd pay a premium to use a private DMV or private post office.
         | Here in the US, that statement wouldn't be controversial at
         | all.
        
           | op00to wrote:
           | I recently renewed my global entry, and it was a piece of
           | cake. I occasionally interact with the FCC because of my
           | amateur radio license, and the FRS is super easy to use. I
           | recently got passports for my kids, and that was super easy
           | to do as well and the passports came much faster than
           | expected.
        
             | lotsoweiners wrote:
             | > I recently got passports for my kids, and that was super
             | easy to do as well and the passports came much faster than
             | expected.
             | 
             | Interesting. I am currently renewing my and my spouse's
             | passports while also trying to get first time passports for
             | my children and I couldn't find the process more outdated
             | and borderline kafkaesque. If you told me the website was
             | built in 2003 and hasn't been updated since then I would
             | believe you. I can only renew my passport by snail mailing
             | everything including my existing passport. I can only get
             | my kids a passport by physically taking them to an approved
             | location for processing. I could not get an appointment for
             | about a month at any location near me. As a bureaucrat
             | myself, I just find this level of hoop jumping to be
             | ridiculous.
        
           | wredcoll wrote:
           | I'm in the US and I find your statement confusing. With the
           | exception of the irs which was deliberately made hard to use
           | by the republicans, most government services are fine. I
           | certainly doubt a corporation would do any better.
        
         | mrinterweb wrote:
         | Turbotax and other like companies lobby for more complex tax
         | law and to restrict access to government services that would
         | assist citizens with filing taxes. The more complex the tax
         | code is, the more people need Turbotax. It is not a healthy
         | dynamic. https://abcnews.go.com/Business/turbotax-lobbies-
         | lawmakers-t...
        
       | colinb wrote:
       | Anyone know if this covers foreign earned income etc? I.e. can I,
       | who hasn't lived in the US for many years, make use of the
       | service?
        
       | ChrisArchitect wrote:
       | [dupe]
       | 
       | Some more discussion:
       | https://news.ycombinator.com/item?id=40526225
        
       | enraged_camel wrote:
       | Is this only for people who have "simple" taxes? Does it support
       | Schedule K-1 for example?
        
         | MichaelNolan wrote:
         | The IRS is taking an agile / minimal viable product approach.
         | So for now it only supports very basic W2 only tax filers. My
         | guess is that K-1 is low on their priority list for now.
        
         | burkaman wrote:
         | The pilot didn't support that, but there isn't any detailed
         | information about what the expanded version will support yet. I
         | would guess K-1 will not be supported for a while, here's what
         | the announcement says:
         | 
         | > The IRS is also exploring ways to gradually expand the scope
         | of tax situations supported by Direct File. Over the coming
         | years, the agency's goal is to expand Direct File to support
         | most common tax situations, with a particular focus on those
         | situations that impact working families. Announcements about
         | new state partners and expanded eligibility are expected in the
         | coming months.
        
       | whimsicalism wrote:
       | It's pretty dumb that this has an upper income limit that covers
       | plenty of regular W2 wage workers
        
         | demosthanos wrote:
         | What is the income limit? The IRS's publication describing the
         | program for 2023 lists a 1099-INT income limit but no W-2
         | income limit:
         | 
         | https://www.irs.gov/pub/irs-pdf/p5917.pdf
        
           | whimsicalism wrote:
           | "You can't use Direct File if your wages are more than
           | $200,000 ($160,200 if you had more than one employer)." from
           | https://directfile.irs.gov/income
        
             | demosthanos wrote:
             | Thanks! It's also weird that that's buried on a webpage
             | that they really don't want you to find anymore and not
             | prominently displayed on the flyer they put out.
        
               | whimsicalism wrote:
               | it might have been this limit only existed for last years
               | pilot (but i guess still should have been in the flier)?
               | i was also surprised i was having trouble finding
               | reference to it but it's definitely a thing
        
             | khuey wrote:
             | Based on those numbers it sounds like the limitation is
             | more "Direct File can't handle the Additional Medicare Tax
             | or overwithheld FICA yet" than a baseless exclusion of
             | higher income taxpayers.
        
               | whimsicalism wrote:
               | good to know, thank you! totally support excluding
               | features if it helped them get to an earlier release for
               | most taxpayers - but hopefully they go to it eventually
        
         | g15jv2dp wrote:
         | $200k puts you in the top 5% of earning, FYI.
        
           | INTPenis wrote:
           | Interesting because in Sweden there is a turnover limit of
           | around 284k USD/year for using their simplified tool for
           | financial statements.
           | 
           | Which covers most sole-proprietors who have 1-2 contracts,
           | like myself.
        
           | pessimizer wrote:
           | So 20 million people then.
        
             | g15jv2dp wrote:
             | No, it's probably closer to about 12 million people
             | (children don't usually declare income).
        
           | bagels wrote:
           | Why does that mean they should be excluded?
        
         | stalfosknight wrote:
         | Nice complainbrag.
        
           | whimsicalism wrote:
           | thank you, had to draft a few times to make sure it was
           | appropriately subtle so only you could pick up on it
        
         | MarkSweep wrote:
         | Some forms like 8959 and 8960 kick in at $200k. So I assume
         | limiting to below that was to limit the scope of their MVP.
        
       | yndoendo wrote:
       | I would argue that having to file taxes through a 3rd party
       | accountant or service is not only forced commerce but also broken
       | glass economics. Looks like it helps the economy by creating jobs
       | but the job is redundant and does not create anything of value.
       | 
       | Where are crimes more likely to occur, a city with 10,000 or 1
       | million? Where are financial crimes more likely to occur, people
       | that make $10,000 a year or people that make $1 million or more a
       | year. I rather have these accounts move into forensic work and go
       | after the wealthy tax evaders.
       | 
       | IRS is an enforcement agency that specializes in tax collection
       | and fraud. People that are clamoring for reduced IRS staffing are
       | ultimately support of defending the police. I rather have a well
       | staff IRS going after those that evade paying their taxes,
       | probability speaking the wealthy.
        
         | llamaimperative wrote:
         | Of course that's precisely _why_ "people" (Republicans) want to
         | defund the IRS.
         | 
         | Note that it's also totally incompatible with their idea that
         | the government should be run more like a business... so you're
         | going to strangle the one part of it that actually _generates
         | revenue?_
        
         | londons_explore wrote:
         | Conventional wisdom is that if one can fund the IRS with one
         | extra dollar, and they use that dollar to collect two dollars
         | more taxes (from evaders), than that was a good way to spend
         | taxpayers money.
         | 
         | Many economists don't agree though. If you care about economic
         | success of the country, the goal isn't 'collect as many taxes
         | as possible'. The goal is to make the citizens wealthier in
         | real terms.
         | 
         | Effort your citizens put into tax collection is 'dead weight',
         | and doesn't contribute to exports etc. However, effort your
         | citizens put into trade that (for various reasons) ends up
         | under-taxed, usually does add to the economic wellbeing of
         | citizens.
         | 
         | Therefore, it's only necessary to collect mostly-correct taxes
         | from most citizens, if doing so let's you redirect labour from
         | tax collection into other work.
         | 
         | Is it unfair? Yes. But it's still good economic policy.
        
           | vundercind wrote:
           | Very easy to draw extremely wrong conclusions from this line
           | of thought without factoring in the long-term cost of
           | declining trust in the rule of law.
        
             | latency-guy2 wrote:
             | Only if you're under the false premise of the people
             | serving the government rather than the government serves
             | the people.
        
               | vundercind wrote:
               | I have no idea what connection you're drawing there.
        
               | latency-guy2 wrote:
               | What is the confusion? You're the one bringing up "rule
               | of law" as if I live to be the government's personal
               | slave along with millions of others.
        
               | vundercind wrote:
               | The confusion is that that doesn't follow, at all.
               | 
               | [edit] it occurs to me that this is a term of art you may
               | be unfamiliar with, so reading it in an unusual sense:
               | 
               | https://en.m.wikipedia.org/wiki/Rule_of_law
               | 
               | Basically, it's a super-important thing to have if you
               | want to live in a "developed" country that doesn't have
               | all kinds of very-bad problems, and isn't some proxy for
               | level-of-authoritarianism, which is how it seems you've
               | read it. It's about actual and perceived equal treatment
               | under and efficacy of the law, not how _much_ law (if you
               | will) you have. A minarchist libertarian state would
               | sensibly seek to have high rule-of-law, for instance.
        
               | latency-guy2 wrote:
               | I'm not confused at all about the concept. Your stance is
               | incomplete. "Rule of law" does not stand alone either,
               | you've also mixed in a few concepts that frankly do not
               | apply, but we'll ignore that for now.
               | 
               | "Rule of law" requires government (and it's officers) be
               | above all, both in practice and in theory. Just on the
               | basis of who can violate rights, perceived or otherwise,
               | and who in turn pays for the consequences, it fails in
               | the test of "equality". And in reality, it's enshrined in
               | multiple jurisdictions varying levels of immunity.
               | 
               | Even if you think tax money, once assessed and collected,
               | belongs to the government.
        
               | vundercind wrote:
               | Ah--you know the sense in which it was intended but,
               | unusually (I intend this descriptively, not
               | pejoratively), reject its definition as self-
               | contradictory. That, I was not expecting.
               | 
               | I don't think we're gonna bridge that gap productively in
               | a comment section. Have a nice weekend (sincerely).
        
               | plorkyeran wrote:
               | That's not what the phrase "Rule of law" means.
        
               | nitwit005 wrote:
               | No matter what society you live in, you will have to obey
               | rules. There has never been a society where this is not
               | the case, and there never will be one.
               | 
               | You can call that slavery if you want.
        
           | crazygringo wrote:
           | > _If you care about economic success of the country, the
           | goal isn 't 'collect as many taxes as possible'. The goal is
           | to make the citizens wealthier in real terms._
           | 
           | But the goal of taxation _isn 't_ to maximize the country's
           | economic success or overall wealth.
           | 
           | It's to fund necessary government services (schools, courts,
           | police, military, etc.) and to redistribute wealth (Social
           | Security, Medicare, Medicaid, etc.).
           | 
           | We only want to maximize national wealth _after_ we 've
           | funded government services fully _and_ redistributed wealth
           | (and sufficiently protect the environment, protect workers,
           | etc.).
           | 
           | So if funding the IRS gets you back more money, that's
           | _always good_ , because it's by definition going to the
           | things that we have democratically decided are a higher
           | priority than maximizing national wealth. And if we
           | democratically decide that we're spending too much on
           | services or redistributing too much, _then_ we cut those
           | _intentionally_ -- not  "accidentally" by underfunding the
           | IRS.
           | 
           | Even if under-collecting taxes is good _economic_ policy by
           | the extremely narrow measure of GDP, it 's terrible
           | _national_ policy. It 's like saying that accidentally
           | redirecting an extra $500 per person to the military is good
           | military policy. I mean, sure it might be. But that doesn't
           | mean it's good _national_ policy.
        
             | dpc050505 wrote:
             | >We only want to maximize national wealth after we've
             | funded government services fully and redistributed wealth
             | 
             | There's a chicken or the egg issue here. If your country
             | isn't rich enough to fund government services such as
             | education, transport and healthcare you need some economic
             | development first.
        
               | mjamesaustin wrote:
               | Except we are vastly more wealthy than needed to provide
               | these services. Wealth inequality is so laughably bad
               | that a tax on just a handful of mega rich billionaires
               | could cover the cost of many important social services.
        
           | Drakim wrote:
           | > If you care about economic success of the country, the goal
           | isn't 'collect as many taxes as possible'. The goal is to
           | make the citizens wealthier in real terms.
           | 
           | Just like how "collect as many taxes as possible" isn't
           | actually a good goal, just "make the citizens wealthier"
           | isn't actually a good goal either because it says nothing
           | about the distribution of that wealth.
           | 
           | If we enacted a law that made 99.9% of all citizens
           | absolutely destitute to the point where they must eat rotten
           | food found in the trash to survive, but this law also
           | multiplied the wealth of Bezos and Elon a millionfold, then
           | that would successfully "make the citizens wealthier" in sum.
           | 
           | Taxes are used to run society, from it's roads, fire
           | department, education, social services, and much more. A lot
           | of people are pushing to cut down on those things, to
           | decrease the bounty that society offers regular people who
           | partake, because "we just can't afford it." and the reason we
           | can't afford it is because there is an overly focus on "make
           | the citizens wealthier" even at the cost of most citizens.
        
             | gottorf wrote:
             | > Taxes are used to run society, from it's roads, fire
             | department, education, social services, and much more
             | 
             | The "much more" is much, much, much more than anyone
             | thinks. The federal budget is tremendous. People cannot
             | conceive of trillions, yet the federal government alone
             | spent over six of it a year, three years in a row.
             | 
             | Virtually nobody has a problem with tax funds being used to
             | build roads and bridges, fire departments, and whatnot.
             | It's everything else that's contentious. Public schools are
             | visibly wasteful, with the number of students and teachers
             | overall remaining largely constant, but the number of
             | administrators having increased many-fold in the past
             | decades; at this point it's a jobs scheme for adults, not
             | an education scheme for children. Nonprofits received
             | hundreds of millions of taxpayer dollars to support illegal
             | immigration. Et cetera.
             | 
             | So many things in the federal budget appeal to a fringe
             | minority of advocates, yet the money hose continues to
             | flow. This is not the way that a federal government with
             | clearly delineated limits should work. Something is wrong.
        
               | ceejayoz wrote:
               | > It's everything else that's contentious.
               | 
               | In part, because of comments using wording like "hundreds
               | of millions of taxpayer dollars" as if it were huge, when
               | it describes a pretty miniscule part of the _6,000,000
               | millions_ in the budget. (It also misses those same
               | immigrants paying _billions_ in sales and other taxes
               | here, including quite a bit of Medicare /Social Security
               | funding they'll never get back.)
               | 
               | As a result, Americans have a massively skewed idea of
               | where it all goes; they think NASA gets 6.4% of the
               | budget when it gets 0.5%, for example.
               | https://www.businessinsider.com/nasa-budget-estimates-
               | opinio...
               | 
               | Defense, healthcare, and social security make up the vast
               | majority of Federal expenses. Education is,
               | comparatively, a pittance; nonprofits serving immigrants
               | don't even show up on the chart as a full pixel.
               | 
               | https://commons.wikimedia.org/wiki/File:2023_US_Federal_M
               | and...
               | 
               | https://commons.wikimedia.org/wiki/File:2023_US_Federal_D
               | isc...
        
               | beart wrote:
               | Most public education funding at the K-12 level is from
               | state and local taxes.
        
           | tantalor wrote:
           | Economics is not divorced from ethics. Fairness matters. If
           | people think the system is rigged they won't participate, or
           | they will try to find their own way to exploit the system.
        
           | IncreasePosts wrote:
           | You need to ask yourself how the tax evader uses their $2,
           | and how the government uses their $1. And you need to ask
           | yourself about the perceived rule of law, and how many more
           | tax evaders you would create by letting it be known that it
           | is easy to get away with tax evasion. And you need to ask
           | yourself if you want tax evaders to have a leg up on
           | investments compared to full-tax-payers.
        
           | whimsicalism wrote:
           | it is not good policy to reward people who break the law to
           | the detriment of people who abide by the law. if tax fraud
           | occurred less, it would give us latitude to lower taxes which
           | would give the broad based economic improvement you are
           | discussing.
        
           | ohashi wrote:
           | I would like to see the citations on this asinine idea.
        
             | willis936 wrote:
             | Nobody needs a first principles argument to justify greed
             | and tax evasion. It just feels right.
        
           | bloppe wrote:
           | > Effort your citizens put into tax collection is 'dead
           | weight', and doesn't contribute to exports etc.
           | 
           | Hot take: a lot of tax revenue does contribute to exports
           | etc. The government is spending a lot of money re-digging
           | that shipping channel in Baltimore after the bridge
           | collapsed. Just one recent example, but pretty much every
           | bridge and port and road in the world has a lot to do with
           | taxes.
           | 
           | The government is also spending lots of money on social
           | programs people like too much for even the Republicans to try
           | to repeal, yet the government is not taxing enough to cover
           | them. Letting rules slide for certain people means more debt
           | for everyone else, and is what a lot of economists would call
           | "arbitrary redistribution", which is bad.
        
           | rain_iwakura wrote:
           | It's good economic policy based on what? Did you run a
           | counterfactual already? Comparing the US to other countries
           | is meaningless, it's not the same set of init conditions and
           | variables.
           | 
           | Do you realize that those taxes go to fund public services
           | and help people stay afloat, which I don't need a study to
           | show you, creates far more customers for all these tax
           | evaders in the first place? Go back 50 years to see what this
           | country used to be and how much shit it got done and compare
           | it to today. There are measures of productivity engineered in
           | math, and then there is common sense: majority of existing
           | infrastructure was built decades ago and now it costs
           | billions in overrun projects to build a single station in
           | NYC.
           | 
           | The current system works just fine in terms of punishingly
           | taxing everyone on this website and the poor, that's why it
           | feels like I'm contributing half of my salary to the federal
           | government. What it doesn't do is take its share from
           | extremely wealthy, who in turn DO NOT SERVE the economy
           | because they're effectively stateless agents, who can put
           | their money into Seychelles or whatever. Nobody would bat an
           | eye if those billionaires would contribute the billions to
           | the economy. Instead you get people crying about how "the
           | government is inefficient, it gets nothing done, I'd rather
           | the titan spend it as they see fit." But if this ship called
           | United States floods they will be the first to abandon it,
           | just like a famous critter.
           | 
           | I'm sorry but posts like this are the exact definition of
           | bootlicking.
        
           | bradleyjg wrote:
           | I think you are only looking at a point in time and not
           | considering the impact of incentives over time.
        
         | gottorf wrote:
         | > Where are crimes more likely to occur, a city with 10,000 or
         | 1 million?
         | 
         | A city of 10,000 may very well have a higher rate of crime. In
         | terms of your analogy, consider my lawn man, who only takes
         | cash for his services. I know he's not taking in millions of
         | dollars a year (or even hundreds of thousands), but I also
         | strongly suspect that he does not report all of his income.
         | 
         | Same goes for every cash-only business I know.
         | 
         | > I rather have a well staff IRS going after those that evade
         | paying their taxes, probability speaking the wealthy.
         | 
         | I'd rather the tax code be simplified so that nobody has access
         | to loopholes, not just the wealthy. Not much you can do to
         | hide, for example, a land value tax.
        
         | giantg2 wrote:
         | "I would argue that having to file taxes through a 3rd party
         | accountant or service is not only forced commerce but also
         | broken glass economics"
         | 
         | Where are people being forced to use a 3rd party? My
         | understanding is that direct file is optional, hiring someone
         | is optional, and using tax software is optional. Isn't it still
         | possible to file with paper on your own?
        
           | gamblor956 wrote:
           | Not only is it still possible to paper file, almost half of
           | taxpayers still paper-file their returns, and a lot of them
           | filled out the returns _manually_ (by hand) on a paper copy
           | of the return.
        
           | randerson wrote:
           | Anyone with company stock grants, investments, or unusual
           | scenarios is going to find it difficult to file their tax
           | correctly without an accountant or software. The US tax code
           | is too complex for a regular person.
        
             | giantg2 wrote:
             | I choose to use software to make it easy. I don't feel like
             | it's being forced since I could use paper if I wanted to.
             | Indo understand that the tax prep lobby generally doesn't
             | want simpler taxes or simpler filing, but it still feels
             | way less coercive than many other areas of legal life.
        
             | plorkyeran wrote:
             | I personally used TurboTax the first few years I had RSU
             | and ESPP income to report (and ran the end result by an
             | accountant) but eventually switched to filling out the
             | forms manually because I found it _easier_ than entering
             | the same information into TurboTax. Tax prep software is
             | great for when your taxable circumstances change and you
             | don 't even know which forms you need to fill out, but I
             | didn't find that it let me skip understanding the relevant
             | parts of the tax code and I got to the point where I was
             | having to generate preview pdfs look over exactly what it
             | was generating to make sure I'd entered numbers into the
             | correct spot in the software.
        
             | coffeecat wrote:
             | Filing a DIY tax return with investments is intimidating at
             | first, but it's really not hard once you've done it the
             | first time. Assuming you're not doing any esoteric cost
             | basis adjustments, it's just a matter of knowing where to
             | copy the numbers from your consolidated 1099. Interest and
             | dividends go right onto your 1040. Realized capital gains
             | go on Schedule D. If you hold any foreign stock, claim your
             | foreign tax credit on Schedule 3. Investments in IRAs,
             | HSAs, and 401(k) accounts are, of course, not reported at
             | all.
        
         | whimsicalism wrote:
         | I think this has been studied and low-to-medium income filers
         | are more likely to actually commit tax fraud so you get better
         | returns as the IRS by focusing on these filers
        
           | wredcoll wrote:
           | This is contrary to every article I've seen on the subject.
           | 
           | Are you perhaps thinking of when IRS said they couldn't
           | _afford_ to go after wealth tax evaders because they were
           | underfunded?
        
           | vladgur wrote:
           | probably because high-wealth individuals have a lot more
           | wealth preservation instruments available to them and paying
           | a $300/hr to professionals that help them navigate these tax
           | reduction techniques makes very little sense when youre
           | income is less than $100k
        
           | jerlam wrote:
           | Heard mostly it's the opposite:
           | 
           |  _By mapping audit costs and returns across the income
           | spectrum, he continued, "We saw very clear evidence that the
           | return from audits at the top of the income distribution
           | really exceeded by quite a bit the returns at the bottom of
           | the income distribution." With the top 10 percent of earners,
           | they found, audits have the potential to return more than $12
           | for each $1 spent._
           | 
           | https://www.news.harvard.edu/gazette/story/2023/07/turns-
           | out...
        
         | randerson wrote:
         | I keep hearing that its mostly the wealthy who evade tax, but I
         | don't understand it. Service workers love being tipped in cash
         | because its easy to not report. OTOH the wealthy have more to
         | lose if they're caught, and can afford to pay their taxes and
         | accountants.
        
           | whimsicalism wrote:
           | not sure how you keep hearing this, the IRS is very clear
           | that lower income filers commit much more tax fraud which is
           | why they focus audits on filers in this income bracket
           | because it generates the best returns
        
             | tombert wrote:
             | I do wonder if part of this is because lower-income people
             | don't have the legal resources to fight this though. If a
             | billionaire hides their wealth in an illegal way and
             | they're caught, they'll hire a bunch of lawyers and fight
             | against, potentially dragging a court case out for years,
             | and costing the taxpayers millions of dollars.
        
           | tombert wrote:
           | Even if that's true, the number of dollars being evaded is
           | substantially lower. Not reporting $2000 a year in tips isn't
           | exactly going to have the same effect of a billionaire not
           | reporting $100,000,000 of their income.
           | 
           | There are plenty of legal ways to evade (or at least not pay)
           | taxes as well, though. An easy way, for example, is to store
           | wealth in the form of stock; generally you don't pay taxes
           | until you sell, so increased value is ignored until then, but
           | once you have that many assets you can borrow money using the
           | stock as collateral, and in some cases I believe you can even
           | write off the interest. All of this is perfectly legal, and
           | I'm not sure if it can or should be "fixed", but a lot of
           | cash that might otherwise be taxed simply isn't.
           | 
           | For that matter, they could also buy a piece of art for a
           | million dollars, a year later get it appraised as worth $40
           | million, donate it, and then write off $39 million. Again, as
           | far as I know this isn't strictly illegal, but it can be used
           | to evade taxes.
        
         | dzhiurgis wrote:
         | Who steals more? 10,000 people evading 100k or 1million people
         | evading 1k?
        
           | kevingadd wrote:
           | Rich tax evaders are evading way more than 100k
        
       | kylecazar wrote:
       | "Intuit doesn't see a success story here, arguing that the Direct
       | File program is costly for taxpayers"
       | 
       | Good Lord
        
       | macrael wrote:
       | It's SUCH a win that they managed to roll this out to a small set
       | of tax situations and states to start. Every government project
       | I've been on has required creativity in defining an MVP that
       | doesn't include shipping to everyone. This was cited consistently
       | as one of the great successes of this project, they were able to
       | ship something that successfully filed 150k taxes b/c they were
       | able to scope things down to something doable in 9 months.
        
         | dheera wrote:
         | sigh this is a baby step but
         | 
         | - Many if not most software engineers in California earn more
         | than the $200K household limitation for using Direct File
         | 
         | - From my understanding there is no way auto-generate my state
         | tax return from Direct File so I would have to do all the work
         | twice even if I can use it
         | 
         | - Complicating my tax situation (legally) allows me to save
         | more money, I would save far more than the price of TurboTax by
         | using TurboTax instead of Direct File, as much as I hate it
        
           | gamblor956 wrote:
           | DirectFile was created by the IRS, a federal agency, for
           | preparing your _federal_ income tax return, in a manner
           | similar to the streamlined e-file options available in other
           | countries (i.e., for the most common /basic situations).
           | 
           | There are 50 states, and every single one of them has their
           | own idea of what an income tax return should look like, so a
           | direct file that handled state returns would take several
           | years and hundreds of staff to develop and maintain.
           | 
           | The US also has significantly more tax planning/tax
           | structuring opportunities than do other countries, and
           | DirectFile doesn't even try to handle those...but neither do
           | its foreign counterparts. If you have a more complicated tax
           | situation, like most software engineers do, than DirectFile
           | isn't for you, and never was intended for your use case.
        
             | Spivak wrote:
             | > so a direct file that handled state returns would take
             | several years and hundreds of staff to develop and maintain
             | 
             | Or just contract one of the companies that already do it
             | with a public-private partnership. HR Block or whatever
             | gets paid say 2x their current tax prep revenue in exchange
             | for being the white-label direct-file available for free to
             | everyone.
             | 
             | Like these tax prep companies are crazy cheap for just
             | being able to hit import next next next next next submit
             | and never think about taxes ever. The work is already done,
             | why duplicate it?
        
               | dessimus wrote:
               | >Or just contract one of the companies that already do it
               | with a public-private partnership.
               | 
               | The IRS tried that already and the 3rd parties just used
               | dark patterns that tricked customers into paying for
               | unnecessary services.
        
             | dheera wrote:
             | > There are 50 states, and every single one of them has
             | their own idea
             | 
             | That's not my problem. The states are part of the country.
             | This is as bad as restaurants charging tips instead of
             | stating one number. Government dudes should meet and work
             | it out between state/federal and give me one damn number.
             | 
             | All I want is one number.
        
               | Jtsummers wrote:
               | The US is a federated system, the states' tax laws are
               | independent of the federal tax laws (mostly, there are
               | some interactions in there) and the responsibility for
               | collecting state taxes falls on the state. The federal
               | government cannot step in without authority which would
               | have to be delegated by the states because it is _their_
               | authority, not the fed 's.
        
               | 8note wrote:
               | From you early comment along the lines of "I make my
               | taxes as complicated as possible so that I can save money
               | on taxes"
               | 
               | You would never take the one number if you could save
               | money by making it a thousand instead. Eg. if your state
               | did that simplification, youd move to a different state
               | that doesn't have the simplification so you can save a
               | couple bucks on the taxes
        
               | galdosdi wrote:
               | Incorrect. You must not be a US citizen (or else went to
               | a poor quality K12 school that failed to teach the basic
               | civics)
               | 
               | States are NOT an administrative subdivision of the
               | larger country. This is a common misconception. They are
               | not at all like Japanese prefectures, not like Canadian
               | provinces, nor like the counties or parishes that US
               | states are subdivided into.
               | 
               | States are fully sovereign entities that retain to this
               | day certain inalienable rights vis a vis the federal
               | government.
               | 
               | A good analogy is that the US is more like a stronger
               | version of the EU. States like New York and Texas within
               | the US are more like Germany or France-- they've ceder
               | some rights to the federation but retain many others. The
               | US constitution, which is short and easy to read and
               | required reading for the US Citizenship test, clearly
               | outlines which powers are reserved for which part.
               | 
               | >That's not my problem. The states are part of the
               | country.
        
               | galdosdi wrote:
               | While I'm at it, the very attitude of "that's not my
               | problem" reveals your foreignness (or if you are from
               | here and very young, perhaps the sad fact that civic
               | culture is dying everywhere but maybe new england)
               | 
               | America has or has traditionally had a strong culture of
               | self determination and citizen involvement in and
               | ownership of politics and government policy.
               | 
               | Another word for this is democracy. Real, genuine, messy
               | democracy. America is not a service provider to you. It
               | is a union or coop you are a part of.
               | 
               | You are not a customer of your country. You are a member.
               | A shareholder.
               | 
               | This attitude is I know very foreign to many people who
               | come from elsewhere and only know authoritarian states or
               | democracies in name only. Or very young people who have
               | caught on that civic culture is dying in most of America.
               | 
               | But it's fundamentally diametrically opposed to what this
               | country has always been intended to be at its best. it is
               | very very much your problem
        
             | ethbr1 wrote:
             | > _so a direct file that handled state returns would take
             | several years and hundreds of staff to develop and
             | maintain._
             | 
             | The way to extend this, _if_ the federal government wanted
             | to push it, would be to define a standard export format
             | from IRS DirectFile, containing all the information in
             | it...
             | 
             | ... then make some federal money contingent on states
             | implementing a filing system with an import function (for
             | the shared data).
             | 
             | Nice clean interface, and still states' choices on if they
             | want to support.
        
           | dmd wrote:
           | 94% of Americans make less than $200k a year. Not everything
           | is meant for "software engineers in California".
        
             | dheera wrote:
             | I meat this is Y Combinator Hacker News, so I would expect
             | "software engineers in California" to be a significant
             | fraction of the user base here.
        
               | ohashi wrote:
               | Some people have a broader view of the world and care
               | about things which might not directly impact them
        
               | nickpinkston wrote:
               | This 100% - thank you
        
               | schmidtleonard wrote:
               | Your suggestion that we don't / shouldn't care about
               | anything other than ourselves is more than a little
               | insulting, whether you intended that or not.
               | 
               | In any case, like the root of this comment tree says, the
               | best way to make sure this program lives to reach us is
               | to make sure it paces itself. If that means another year
               | or two of TurboTax, that's A-OK!
        
               | cududa wrote:
               | The problem is you're exposing yourself as someone
               | extremely self-centered, and someone that assumes their
               | lived experience is equivalent of everyone else's, and
               | adjudicating the utility of this particular thing as if
               | you are reflective of the larger population.
               | 
               | Saying the majority of engineers in California make at
               | least $200k makes you even more out of touch. According
               | to Glassdoor, over $200k for a SE in CA is 90th
               | percentile. The average SE in CA makes $132,000
               | 
               | https://www.ziprecruiter.com/Salaries/Software-Engineer-
               | Sala...
        
               | dheera wrote:
               | GlassDoor and Ziprecruiter are grossly out of date.
               | 
               | https://www.levels.fyi/t/software-engineer/locations/san-
               | fra...
        
               | BeetleB wrote:
               | Sorry, but they're far more representative than
               | levels.fyi. The latter has a very strong sampling bias -
               | most of the companies in its DB are on the high end of
               | the payscale.
        
               | dzhiurgis wrote:
               | Which is ~$70 per hour - which you can earn from US firms
               | while remoting across many timezones.
        
               | Jtsummers wrote:
               | $70/hour is about $145k/year. If you're meaning it's
               | close to $200k/year, that'd be $95/hour assuming 2080
               | hours/year (52 weeks at 40 hours a week).
        
               | Dalewyn wrote:
               | >The problem is you're exposing yourself as someone
               | extremely self-centered, and someone that assumes their
               | lived experience is equivalent of everyone else's, and
               | adjudicating the utility of this particular thing as if
               | you are reflective of the larger population.
               | 
               | Most of Hacker News and indeed the tech community at
               | large exhibit _" I don't understand life outside of
               | California cities."_ syndrome, this by itself is nothing
               | new.
        
               | PaulHoule wrote:
               | They are still a tiny minority. I mean HNers from
               | everwhere from Wyoming to Germany and Brazil.
               | 
               | One of the best ideas the Reagan administration had was
               | paperwork simplification, they introduced a 1040EZ for
               | (roughly) the same kind of filer that Direct File works
               | for.
               | 
               | My son put off paying his 2023 taxes to the last minute,
               | I told him he should try Direct File (I'd believed the
               | story that it would be easy) but when he tried it he had
               | extreme difficulty authenticating himself, I think
               | because they check you against consumer databases and
               | they could not compare to past tax returns, credit
               | history, etc. because this was his first tax return and
               | he had no credit history.
               | 
               | We were forced to wait for a long time to talk to a human
               | operator for him to verify his id. In that time I found
               | out that there was no longer a 1040EZ, see
               | 
               | https://www.investopedia.com/terms/1/1040ez.asp
               | 
               | but I was able to fill out a complete 1040 and the New
               | York equivalent of it before we got through to the
               | operator. We just got the check from New York the other
               | day after about 6 weeks, haven't heard from the IRS yet.
        
             | 8note wrote:
             | I don't get why there's an income cap though. There's
             | nothing that gets more complicated on income alone, only if
             | you add extra stuff to track
        
               | CamperBob2 wrote:
               | Anybody who makes more than about $200K-$300K/year is
               | likely making a mistake if they don't have a CPA.
        
               | Sohcahtoa82 wrote:
               | What makes you say that? I'm assuming you're adding other
               | assumptions.
               | 
               | My wife and I combined make about $300K/year. We don't
               | run a business, don't make charity contributions, only
               | pay ~$5K in mortgage interest, and don't have kids. We
               | don't even do retail stock investing (EDIT: And I haven't
               | exercised any employer stock options), just a 401k, an
               | IRA, and a 5.25% savings account.
               | 
               | We take the standard deduction. I can't imagine a CPA
               | would be able to find so many possible deductions that it
               | would be worth itemizing.
        
               | brianwawok wrote:
               | Yup totally silly. My CPA wouldn't even take you on as a
               | client, he would say go to HR block if you don't want to
               | do it,
        
               | Sivart13 wrote:
               | In an effort to keep the scope manageable for the pilot
               | year, the Direct File team chose to have an upper income
               | limit so they would not have to support Form 8959:
               | Additional Medicare Tax (https://www.irs.gov/pub/irs-
               | pdf/i8959.pdf) which only kicks in at that threshold.
               | 
               | Though it's also very likely at these high incomes that
               | you would be disqualified for other reasons (investment
               | income etc)
        
               | MarkSweep wrote:
               | 8960 (net investment tax) is another form that only
               | applies at 200k or more income.
        
           | macrael wrote:
           | Yes? That was the point of my comment? If they had tried to
           | support everyone's tax situation on day one they likely would
           | have failed, but instead they shipped something that works,
           | got made permanent, and now we all get to look forward to
           | using this tool sometime in the next few years as it
           | graduates from MVP to entrenched software
        
           | whymauri wrote:
           | I'm confused, I used (what I thought was) DirectFile for
           | Massachusetts via MassTaxConnect (totally free). I make more
           | than that threshold.
           | 
           | Did I do something wrong?
           | 
           | Edit: I understand now. DirectFile is for Federal and MassTax
           | is for State taxes.
        
           | tombert wrote:
           | I mean, I don't dispute anything that you said, but a baby
           | step is still a step. As they onboard more people onto the
           | platform, they're be able to suss out bugs and fix issues and
           | be able to raise income thresholds and maybe start handling
           | state returns as well.
        
           | fragmede wrote:
           | > Many if not most software engineers in California
           | 
           | have complicated taxes, due to how they're making that much
           | money. I don't have a problem with them optimizing for the
           | simpler case (eg the intention behind the 1040EZ) while
           | software engineers, who can afford a CPA to deal with
           | optimizing their tax burden off non W2 income, aren't
           | initially able to use it.
        
           | ilyagr wrote:
           | In practice, for software engineers in CA, I'm guessing that
           | https://www.freetaxusa.com/ will be superior to Direct File
           | for a while. It also files federal taxes for free with no
           | limits AFAIK.
           | 
           | In terms of societal and long-term impact of eliminating the
           | middlemen, Direct File has much more potential. Hopefully, in
           | a few years, states will integrate their tax systems with
           | Direct File. Perhaps one day the government will finally send
           | us a completed tax return as opposed to the other way around.
        
           | avgDev wrote:
           | This comment is why people hate tech bros.
        
           | idiotsecant wrote:
           | You must be quite devastated that you have to take a few of
           | those 200k dollars and hire a CPA. Try not to sigh so hard
           | you run out of breath.
        
       | PaulHoule wrote:
       | My son tried Direct File in New York and had trouble signing up
       | for it I think because he was filing for the first time and has
       | no credit history. They make the process arduous because it's a
       | common scam to fill out a fake return -- I had an uncle who
       | worked for the IRS in the 1990s and he told me they were
       | overwhelmed with this even then.
       | 
       | We were put in line for 40 minutes to talk to someone to validate
       | his id. Maybe it would not have been so bad if we had not
       | procrastinated but we managed to print out the 1040 form and the
       | corresponding New York form and file on paper before we got to
       | the end of the line. I think he would have struggled to fill it
       | out on his own but I have filled out easy and hard 1040s many
       | times and I found it easy.
        
       | doctoboggan wrote:
       | I am a big fan of this, however since it doesn't do state taxes I
       | will be forced to continue using freetaxusa since they do federal
       | for free and charge a modest fee for your state filing. I hope
       | that more states will follow the federal governments example and
       | start allowing free filing online.
        
       | giantg2 wrote:
       | I'll still be using 3rd party software. The main benefit is the
       | guarantee of audit support and legal representation. For such a
       | small fee, that's decent insurance. You'll get no such benefit
       | working directly with the IRS.
        
         | NickC25 wrote:
         | You're probably in the minority, or you make a significant
         | amount of income.
         | 
         | If you are single or married without a family, a 1099
         | contractor or just inputting in a W2 or two, and have a single
         | form from your healthcare company, chances are this really,
         | really helps.
         | 
         | The IRS isn't going to audit someone who just files a single W2
         | and claims maybe 1-2 deductions and a small stock portfolio
         | appreciation.
        
           | giantg2 wrote:
           | I'm not saying it's a bad service. I'm saying for $30 some
           | audit and legal representation is cheap insurance. The IRS
           | can audit anyone they want. My finances are not exceedingly
           | complicated, nor am I a high earner. It's an extremely low
           | risk but still can happen.
        
             | g15jv2dp wrote:
             | I'm sorry but paying $30 for legal insurance sounds like a
             | red flag. Either they know for absolutely sure that they
             | will never have to pay out on the insurance, or they don't
             | intend to pay out if/when you need it. Have you read the
             | fine print to make sure there isn't an exclusion that will
             | void the insurance as soon as there is any kind of problem?
             | E.g., if the user made any kind of mistake in declaring
             | stuff to the filing company (even a trivial one), then the
             | insurance is voided?
        
         | BeetleB wrote:
         | > The main benefit is the guarantee of audit support and legal
         | representation.
         | 
         | I strongly urge you to read the fine print. The support is
         | usually quite limited.
        
       | 404mm wrote:
       | > Taxpayers Protection Alliance spokesperson Kara Zupkus said in
       | a statement that expanding the program will "radically increase
       | the IRS's authority and scope" and "have devastating
       | consequences."
       | 
       | Sounds like something Turbo/Block would say.
       | 
       | I don't understand how more competition in this area could hurt
       | the customers. All the "file federal taxes for free" offers
       | usually cost me around $70 since I have more than just W2.
        
         | anigbrowl wrote:
         | > Taxpayers Protection Alliance spokesperson Kara Zupkus said
         | in a statement that expanding the program will "radically
         | increase the IRS's authority and scope" and "have devastating
         | consequences."
         | 
         | 'For you.'
        
       | gnicholas wrote:
       | Is it going to be open to itemizers? IIRC this year it wasn't,
       | which means a lot of people weren't eligible (and basically had
       | to pay an itemization penalty to a tax preparer/company).
        
         | iends wrote:
         | Isn't itemization extremely rare post Trump tax cuts?
        
           | gnicholas wrote:
           | In CA it's still 15%, which is millions of people. There are
           | other states with a higher percent. You're right that the
           | number dropped due to the SALT cap. But the SALT cap is set
           | to expire in 2025 (who knows what will happen, though).
        
       | anigbrowl wrote:
       | I posted this same article yesterday. I wonder why the HN dupe
       | detector didn't pick this up.
       | 
       | https://news.ycombinator.com/item?id=40526554
        
       | syngrog66 wrote:
       | I'm aware of a much more efficient solution. Don't believe will
       | ever be adopted, not at scale. Because threatens livelihoods of
       | too many grifters with political power, haha.
        
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