5.85% tax rate documents

Mary Connaughton Pioneer Institute filed this request with the Department of Revenue of Massachusetts.


From: Tom Nash

To Whom It May Concern:

Pursuant to the Massachusetts Public Records Law, M.G.L. c.66, §10, I hereby request the following records:

Any reports showing the number of taxpayers who opted to pay 5.85% as opposed to 5.25% on the following types of income:

· Form 1 or 1-NR/PY income after exemptions - Form 1, Line 19 or 1-NR/PY, Line 23;

· Schedule B interest and dividend income - Form 1, Line 20 or 1-NR/PY, Line 24;

· Schedule D net long-term capital gains - Schedule D, Line 20

for the years 2011 and 2012

I also request that, if appropriate, fees be waived as we believe this request is in the public interest, as suggested but not stipulated by the recommendations of the Massachusetts Supervisor of Public Records. The requested documents will be made available to the general public free of charge as part of the public information service at MuckRock.com, processed by a representative of the news media/press and is made in the process of news gathering and not for commercial usage.

I expect the request to be filled in an accessible format, including for screen readers, which provide text-to-speech for persons unable to read print. Files that are not accessible to screen readers include, for example, .pdf image files as well as physical documents.

In the event that fees cannot be waived, I would be grateful if you would inform me of the total charges in advance of fulfilling my request. I would prefer the request filled electronically, by e-mail attachment if available or CD-ROM if not.

Thank you in advance for your anticipated cooperation in this matter. I look forward to receiving your response to this request within 10 business days, as the statute requires.


Tom Nash

From: Dufresne, Ann

Hi Tom,

Got your request from Bob Bliss. Are you sure you want 2012 tax year figures? They won't be really complete until October 2013 after the final extension period. I think comparing tax years 2010 and 2011 would be more accurate and meaningful.

Also you are asking for line 20 of Schedule D; this line lists 'Excess exemptions", are you sure it isn't line 22 you want? This is where the tax is calculated.

Ann C. Dufresne
Communications Director
Dept. of Revenue
PO Box 9550
Boston, MA 02114-9550
617-671-9639 cell

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From: Tom Nash

Hi Ann,

Let's go ahead with 2010 and 2011, and line 22 also sounds better. I really appreciate the quick reply -- please let me know if there are any other ways I can clarify.



From: Dufresne, Ann

See attached. Please let me know if you have any questions.