Stand up for the facts!
Our only agenda is to publish the truth so you can be an informed participant in democracy.
We need your help.
I would like to contribute
Can taxpayers expect card-sized tax forms next year, as Donald Trump says?
If you are struggling to finish and file your taxes right now, something President Donald Trump said during a recent visit to West Virginia probably sounds like a godsend.
"This will be the last time — April — that you’re going to (fill out) that old-fashioned, big, lots of pages, complicated tax form," Trump said during his April 5 visit. "Because next April you’re going to, in many cases, (file) one page, one card. It’s going to be very, very different. Very, very different."
Trump was focused on this point, saying at another occasion during the event, "You’ll have a nice, simple form next year. This will be the last year. So take pictures of it and enjoy it. This is the last time you’ll have to file a very complex and big tax form. It will be much easier starting next April."
But Trump’s assurance is dubious.
There isn’t an option today for filing taxes on a "card" — and there’s nothing in the new law that would create one.
The idea for this popped up in November. House Republicans touted their plan as one that could be accommodated by a postcard-sized form. The president liked the idea so much that he held one up and kissed it for the cameras when meeting with lawmakers at the White House.
"It's going to make life very simple," he said Nov. 2, 2017. "The only people that aren't going to like this is H&R Block. They're not going to be very happy. That's probably one of the only companies in the country that's not going to be thrilled."
In the end, the bill didn't require this.
There is already a pretty easy way to file your tax returns, the 1040EZ form. It looks like this, with just one page to fill out:
Featured Fact-check
"While it’s not postcard-sized, it’s pretty simple, and whatever they end up with in the future will probably look a lot like that currently does," said Patrick Newton, a spokesman for the bipartisan Committee for a Responsible Federal Budget, told us in December.
The 1040EZ is also popular. According to IRS statistics for the 2015 tax year, 23.3 million tax filers used the 1040EZ. That’s about one of every six filers.
Could the number of people using the 1040EZ increase in 2019 due to the tax bill’s passage?
When we checked with the White House, they told us that Trump was referring to increases in the standard deduction and the curtailment of the alternative minimum tax for many taxpayers, results that should simplify tax filings for many Americans.
Before the new law took effect, about 70 percent of filers used the standard deduction, said John Buhl, a spokesman for the Tax Foundation.
"With the Tax Cuts and Jobs Act in place, we estimate that could increase to about 90 percent of filers," he said. "Using the standard deduction rather than itemizing certainly makes filing taxes a simpler process."
However, Buhl added, "the basic forms and process for submitting a return either with the standard deduction or with itemized deductions will not change much. So we aren’t at the point of just needing a postcard."
Meanwhile, some filers could actually see greater complexity than in the past, Buhl said. "There are new pass-through business deduction rules looming that could provide an additional tax cut for some, but likely make their filings more complex," he said.
Joseph Rosenberg, senior research associate at the Urban Institute-Brookings Institution Tax Policy Center, has told us that the number of 1040EZ users might increase on the margins, but added that "there are relatively few people who currently itemize who have a simple enough situation" to shift to the 1040EZ.
Trump said, "This will be the last time — April — that you’re going to (fill out) that old-fashioned, big, lots of pages, complicated tax form. Because next April you’re going to, in many cases, (file) one page, one card. It’s going to be very, very different. Very, very different."
There is no new card- or postcard-filing option in the pipeline due to the law passed last December. As it happens, simpler filing options already exist and are widely used — but tax experts do not expect a surge in their use as a result of the tax bill in April 2019.
We rate the statement Mostly False.
Our Sources
Donald Trump, remarks by President Trump at a roundtable discussion on tax reform White Sulphur Springs, W.Va., April 5, 2018
Fox News, tweet, Dec. 21, 2017
Internal Revenue Service, "Individual Income Tax Returns, Preliminary Data, Tax Year 2015," Spring 2017
Internal Revenue Service, Form 1040EZ, accessed Dec. 21, 2017
NPR, "GOP's Dream: Postcard-Size Tax Return," Nov. 3, 2017
CNBC, "Republicans say you can file your taxes with a postcard if new bill passes; H&R Block shares drop," Nov. 2, 2017
PolitiFact, "Ivanka Trump wrong that in April, 'vast majority' will be filing their taxes on a 'postcard,' " Dec. 21, 2017
Interview with Joseph Rosenberg, senior research associate at the Urban Institute-Brookings Institution Tax Policy Center, Dec. 21, 2017
Email interview with Patrick Newton, spokesman for the Committee for a Responsible Federal Budget, April 6, 2018
Email interview with John Buhl, spokesman for the Tax Foundation, April 6, 2018
Browse the Truth-O-Meter
More by Louis Jacobson
Can taxpayers expect card-sized tax forms next year, as Donald Trump says?
Support independent fact-checking.
Become a member!
In a world of wild talk and fake news, help us stand up for the facts.