Institute on Taxation and Economic Policy (ITEP)

Citations

ITEP's Citations Research Priorities

Fortune: How a Free Tax Filing System From the Government Went From 296,000 Users to Zero in Just One Year

April 16, 2026

“Killing Direct File is not irreversible,” Matthew Gardner said. “We had this brief period when, incredibly, the IRS was given the tools they need to introduce this helpful tool”. Read more.

Kentucky Center for Economic Policy: Kentuckians Hit Hard by Rising Gas Prices

The United States war in Iran has caused a spike in gas prices that now costs Kentuckians $175 million a month, according to the Institute on Taxation and Economic Policy. Read more.

Straight Arrow News: Geography Determines Tax Liability As More States Move To Tax the Rich

April 16, 2026

“Wealthy Americans are getting enormous tax breaks. If you raise rates on the very top, especially at a time of spiking inequality, you raise more revenue for the things your communities need,” said Amy Hanauer, the executive director of the Institute on Taxation and Economic Policy. Read more.

Oxfam: Wealth of the 10 richest California billionaires grew by nearly 50% in the last year

ITEP found that California’s richest 1% of households are set to get a $7.3 billion tax break in 2026 thanks to OBBBA. Read more.

America’s Voice: Your Tax Day Reminder That Immigrants Pay Billions in Taxes Every Year

Undocumented immigrants paid $96.7 billion in taxes in 2022, according to research from the Institute on Taxation and Economic Policy. ITEP’s research found that across 40 states, “undocumented immigrants pay higher state and local tax rates than the top 1 percent of households living within their borders.” Read more.

New York Times: Immigrants Are Scared To File Taxes. It Could Cost the U.S. Billions.

April 16, 2026

Before the agreement between the I.R.S. and ICE, unauthorized immigrants paid roughly $60 billion annually in federal taxes, according to the Institute on Taxation and Economic Policy. Read more.

Policy Matters Ohio: Analysis Shows Ohio Capital Gains Tax Cut Is Another Handout for the Rich

Policy Matters Ohio analysis of data from the Institute on Taxation and Economic Policy demonstrates the drawbacks of eliminating the state and local capital gains tax. Read more.

Washington Center for Equitable Growth: The Other Two-Tiered U.S. Tax System: How Pass-Through Businesses Let the Ultra-Wealthy Dodge Federal Taxes

Large entities get out of paying their fair share by filing as small businesses. The Institute on Taxation and Economic Policy argues for strengthening the corporate tax by closing the “pass-through loophole.” Read more.

Missouri Budget Project: Ill-Conceived Tax Proposals Would Increase Taxes for Most Missourians, Damage Communities & Economy

The proposal would allow for expanded sales taxes to supplement income tax cuts. Read more.

Stateline: A New Gold Rush: States Stockpile Bars, Encourage Gold-Backed Debit Cards

April 13, 2026

Georgia, Oklahoma, and Utah consider legislation that encourages residents to use gold-backed debit cards and provides tax exemptions for such spending. Proponents argue this would combat inflation. “It’s hard to imagine a way of inflation-proofing people’s lives that is less accessible to most Americans than doing it with gold,” said Matthew Gardner, a senior fellow […]

Every Texan: Two Property Tax Plans, One Fiscal Reality

Tax cuts make the system less fair. Circuit breakers, tax credits, and renters’ rebates can help housing affordability for low-income Texans at a lower cost to the state.  Read more.

The American Prospect: Live Tax-Free and Die

April 9, 2026

Reducing or eliminating property taxes will erode services by cutting off the source of revenue for local governments. Read more.

NPR: She Paid Into Medicare for Years. Trump’s Immigration Policy Will End Her Coverage

April 9, 2026

Eliminating coverage for immigrants with legal status is unprecedented. Undocumented immigrants paid $6.4 billion into Medicare and $25.7 billion into Social Security in 2022, according to the Institute on Taxation and Economic Policy. Read more.

FACT Coalition: Take the Money and Run – Amidst Oil Price Windfalls, U.S. Oil Majors Continue to Pay Less Tax at Home than Abroad

The largest U.S. oil and gas companies continue to pay substantially more tax abroad than at home. Corporate tax breaks passed into law last summer are further reducing the effective tax rates of American oil and gas companies. Companies are required to reveal additional details about their taxes due to new accounting standards.  Read more. […]

The Guardian: Billionaire Fortunes Have Reached All-Time Highs Under Trump. So Has the Movement To Tax Them

April 6, 2026

In at least 10 states, residents are organizing campaigns to tax wealth to fund schools, prisons, and other social services. Read more.

Brookings: The Caregiving Crisis and the 2026 Vote

April 3, 2026 • By ITEP Staff

Brookings: The Caregiving Crisis and the 2026 Vote

Children in the bottom 20% of households are left out of OBBBA childcare tax credits, according to the Institute on Taxation and Economic Policy.  Read more.

Gov. Evers Vetoes Bill Requiring Wisconsin to Opt Into Nationwide Expansion of Private Voucher Schools

The vetoed bill would have redirected funds from public schools and public education to expand private voucher schools. Read more.

The Guardian: Washington State’s ‘Historic’ Millionaire Tax Takes Aim at Super-Rich – Will It Succeed?

March 31, 2026

This was very overdue, and people in Washington are really excited to see it,” she said. “The bottom line is that billionaires are walking away with a larger share of our economy every single year, and working people can’t afford the basics any more. This movement was growing, this moment was coming.”

Oxfam: The Case for Fairly Taxing the Rich in New York

March 26, 2026 • By ITEP Staff

Oxfam: The Case for Fairly Taxing the Rich in New York

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Politico: Governors Forgo Past Response to High Gasoline Prices

March 26, 2026

State budgets are stretched thinner than they were in 2022 when Russia’s invasion of Ukraine prompted gas tax holidays. Today, a gas tax holiday could have even less effect than 2022’s underwhelming impacts. Read more.

Stateline: Gas Prices Rise Again As Some States Consider Tax Holidays

March 25, 2026

When fuel supply is constrained, a significant share of the savings can be absorbed within the oil and gas supply chain rather than passed on at the pump. State-level examples reflect similar patterns, as seen in a recent ITEP analysis. Read more.

Economic Policy Institute: How ARPA State and Local Fiscal Recovery Funds Helped Ensure a Swift Post-COVID Recovery

With sufficient funding and a flexible structure, the Biden administration equipped every community with resources tailored to its needs. Future policies can look to the success of ARPA’s State and Local Fiscal Recovery Fund to address a widespread crisis, whether it’s a global pandemic, climate disaster, economic downturn, or some combination of the three.   […]

USA Today: Californians Want To Tax Billionaires. They’re Threatening To Leave.

March 25, 2026

Carl Davis, research director at the Institute on Taxation and Economic Policy, predicts the number of billionaires who might leave California over the billionaire tax “will be greater than zero, but still very, very small.” Read more.

Maine Center for Economic Policy: Nurses and Plumbers Shouldn’t Pay the Same Tax Rate As Multi-Millionaires. LD 229 and LD 1089 Change That.

Maine’s tax code currently asks more of families with middle income than it does of the wealthiest residents. The proposed progressive revenue reforms will raise stable, recurring funding while strengthening the broader economy. Read more.