Remembering Simpler Times…

It’s interesting to think about how tax forms have changed over the years

Couldn’t even check the SSN for 13 claimed dependents, smdh.

Oakes said:
Couldn’t even check the SSN for 13 claimed dependents, smdh.

They didn’t need a SSN for dependents until 1987, and that year saw 7 million fewer dependents claimed.

Nolan said:

Oakes said:
Couldn’t even check the SSN for 13 claimed dependents, smdh.

They didn’t need a SSN for dependents until 1987, and that year saw 7 million fewer dependents claimed.

Here’s the full 1040 for that year.

https://www.irs.gov/pub/irs-prior/f1040–1941.pdf

It’s four pages long.

This isn’t really simpler than the 1040-EZ that came before the TCJA. The only extra issues are with withholding and the EITC.

Addison said:
This isn’t really simpler than the 1040-EZ that came before the TCJA. The only extra issues are with withholding and the EITC.

This form has 6 lines and can handle dependents. The 1040EZ is for those without dependents and has 14 lines. The full 1040 has 38 lines, with the first line having subparts a-z. Figuring out which form to use now is tougher than the entire 1941 form was.

Average individual earnings back then started around $1,500 a year but shot up to about $2,400 because of World War II, with many people making over $3,500 a year by 1945.

If we go back a few decades before that, things were even simpler.

Qi said:
Makes me think of Dave Barry’s three line 1040:

  1. How much did you make last year?

  2. How much do you have left?

  3. Send it in.

I’ve had years where the second line would have asked how much I managed to save.

The government never met a tax they didn’t like. Federal income tax started as a temporary thing that was meant to go away after a few years but changed into something totally different.

Vale said:
The government never met a tax they didn’t like. Federal income tax started as a temporary thing that was meant to go away after a few years but changed into something totally different.

Some might say it got better.

Looks like the top bracket only had to pay a low 82%.

Noor said:
Looks like the top bracket only had to pay a low 82%.

And to think corporations today pay less in effective taxes than a middle-class family.

Chen said:

Noor said:
Looks like the top bracket only had to pay a low 82%.

And to think corporations today pay less in effective taxes than a middle-class family.

But if the owners want to access their money, they still have to pay taxes on their gains and distributions.

@Noor
Capital gains at 15% is still lower than a middle-class family’s income tax rate… :joy:

Chen said:
@Noor
Capital gains at 15% is still lower than a middle-class family’s income tax rate… :joy:

Right… 15% corporate tax plus 15% cap gain equals 30%.

Noor said:

Chen said:
@Noor
Capital gains at 15% is still lower than a middle-class family’s income tax rate… :joy:

Right… 15% corporate tax plus 15% cap gain equals 30%.

Plus another 3.8% if they are wealthy for NIIT.

@Noor
There are no capital gains for a distribution—that’s taxed at the income level. Only on a stock sale does capital gains apply.

Clancy said:
@Noor
There are no capital gains for a distribution—that’s taxed at the income level. Only on a stock sale does capital gains apply.

Corporate distributions are dividends, and those are taxed.