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Tax season arrives with free filing program for some MA residents

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Tax season arrives with free filing program for some MA residents


Tax season has arrived- and while a majority of U.S. taxpayers feel they pay too much in taxes, select residents in certain states, including Massachusetts, will benefit from a new, free way to file directly with the Internal Revenue Service.

A poll from the University of Chicago Harris School of Public Policy and The Associated Press-NORC Center for Public Affairs Research polled more than 1,000 adults in mid-December. What they found was that almost 70% of taxpayers feel their local property taxes are too steep and 6 out of 10 feel they pay too much in state sales tax.

The poll also showed that about a quarter of taxpayers believe they receive a good value from paying either a federal income, state sales or local property tax, with about 33% saying it is a poor value in each case. Results showed that just 20% of surveyed taxpayers are “extremely” educated on how taxes are calculated, and most U.S. adults feel either their federal income or local property tax is “unfair.”

Trust in how tax dollars are spent by either the federal government or local school districts is an issue among U.S. adults, according to the survey. Around 16% of polled taxpayers express strong confidence in their local school districts, just 6% share the same sentiment towards the federal government.

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Some taxpayers in a dozen states, including Massachusetts and New Hampshire, will be able to use a new and free tax filing service launched by the IRS called Direct File. The program, announced in October, will be rolled out in phases and is expected to be more widely available in mid-March.

Eligible taxpayers can file if they report a W-2 wage income, an SSA-1099 Social Security and RRB-1099 railroad retirement income, a 1099-G unemployment compensation a 1099-INT interest income of $1,500 or less, earned income tax credit, child tax credit, credit for other dependents, standard deduction, student loan interest or educator expenses.

The pilot is not an option for taxpayers with other types of incomes including business or gig economy income, or those who itemize deductions and claim other credits.

Massachusetts U.S. Sen. Elizabeth Warren had advocated for a way to electronically file taxes for free and lauded the Biden Administration for launching the pilot.

“We look forward to supporting the IRS’s efforts to develop and expand the Direct File pilot, setting us on a path where millions of Americans will no longer have to worry about giant tax prep companies sharing their private data with Big Tech firms and ripping them off for services that should be free,” Warren said in October.

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“As our transformation efforts take hold, taxpayers will continue to see marked improvement in IRS operations in the upcoming filing season,” IRS Commissioner Danny Werfel said in a statement earlier this month.

IRS officials said they are anticipating more than 128.7 million individual tax returns to be filed by the April 15 deadline. Massachusetts and Maine have an April 17 deadline to file a return or request an extension with October 15 being the deadline for extension filers.



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Massachusetts

Mass. State Police suspend trooper without pay over sexual misconduct allegation

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Mass. State Police suspend trooper without pay over sexual misconduct allegation


Massachusetts State Police suspended a trooper without pay on Thursday after learning about a sexual misconduct allegation against him, according to state police.

It is unclear what exactly the accusations against Trooper Terence Kent entail or when the sexual misconduct is alleged to have happened, but a statement from a state police spokesperson indicates that it happened in Lexington. The alleged incident took place during a traffic stop, according to The Boston Globe.

Lexington police and the Middlesex County District Attorney’s Office are conducting an independent investigation into the allegations, state police said. The state police department is “committed” to cooperating with the investigation into Kent and has opened an internal affairs investigation related to the sexual misconduct allegations.



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Massachusetts juveniles get first misdemeanor case dismissed, SJC rules

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Massachusetts juveniles get first misdemeanor case dismissed, SJC rules


“Once the jury determined that the juvenile had engaged only in minor misdemeanor conduct and it was undisputed that this was the juvenile’s first minor misdemeanor offense, the court no longer retained jurisdiction,” Justice Scott Kafker wrote.

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In Mass. towns where cost of living outpaced income, Trump saw more gains, data show – The Boston Globe

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In Mass. towns where cost of living outpaced income, Trump saw more gains, data show – The Boston Globe


In Berkshire, Franklin, and Hampden counties, the average household earns about 70 percent of what MIT estimates is necessary to meet the current cost of living for a home with two working adults and one child. In those counties, Trump’s share of votes in the 2024 election saw an up to 5 percentage point increase as compared with the 2020 election’s numbers.

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The rightward swings are more pronounced when looking at cities within those counties. In Springfield, for example, Trump saw a 7 percentage point increase. The median household income in the city is 50 percent of the required annual income to cover the cost of living, based on the MIT estimate.

James Dupuis, a retired Air Force reservist and commercial truck driver, is one of those Springfield Trump voters. Dupuis and his wife live with their daughter, her boyfriend, and grandchild in an effort to help the young family save enough to move to their own place amid spiking rent prices.

“They’re struggling paycheck to paycheck. I mean, my wife and I are helping out the best we can with all the kids, but it’s tough,” Dupuis said.

Those same economic concerns were echoed across Eastern Massachusetts, where even Boston saw a sizeable increase in Trump votes. Fall River for the first time in nearly 100 years swung majority Republican in the presidential race.

In counties where residents are financially better off and where the median household income has kept pace with the living wage estimates, Trump gained no more than 3 percentage points. Trump lost vote share in only 11 towns across Massachusetts.

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map visualization

Theodoridis said four years ago, many voters reacted to the COVID-19 pandemic and civil unrest in a similar fashion, and voted against the Republican incumbent.

“[In 2020] Trump lost, sort of, a mirror image of this election,” Theodoridis said.

This, coupled with rising tensions over immigration in Massachusetts and other states, paints a fuller picture of voters this election.

scatter visualization

To Shari Ariail of Danvers, the election proved that “Democrats [are] out of touch with the nation.”

Ariail, who voted Democrat this year but identifies as an independent, was surprised when she saw Trump flags popping up around town. The median household income in Danvers is roughly $117,000, north of the state’s $96,000 for 2022. Still, Trump’s share of votes there also increased this election, from 39 percent in 2020 to 44 percent this year.

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In many ways, economists say the country’s economy is doing well: Unemployment numbers have largely returned to pre-pandemic levels, wages are higher now than they were under the previous Trump administration, and inflation has finally come down after peaking at 8 percent in the earlier years of the pandemic.

Still, many voters have said they haven’t felt those improvements in their wallets.

“Material concerns, broadly speaking, are going to drive people more than [moral or social] concerns,” Theodoridis said. “But we don’t really know exactly what the limits are, and this election gives us a pretty good sense.”

This story was produced by the Globe’s Money, Power, Inequality team, which covers the racial wealth gap in Greater Boston. You can sign up for the newsletter here.


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Esmy Jimenez can be reached at esmy.jimenez@globe.com. Follow her @esmyjimenez. Vince can be reached at vince.dixon@globe.com. Follow him @vince_dixon_.





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