S1243119th CongressWALLET

Paying a Fair Share Act of 2025

Sponsored By: Senator Sen. Whitehouse, Sheldon [D-RI]

Introduced

Summary

Creates a new supplemental tax on high-income individuals by adding a statutory "Fair Share Tax" that would target taxpayers with adjusted gross income above $1,000,000. The law would compute a tentative 30% charge on AGI above a modified charitable deduction and then phase in the extra tax based on how far AGI exceeds the threshold.

Show full summary
  • Individuals and households with very high incomes would face an additional tax calculated from a 30% tentative fair-share rate on excess AGI and a phase-in fraction tied to the $1,000,000 threshold, which is indexed for inflation and halved for married filers filing separately.
  • Charitable donors who itemize would use a "Modified Charitable Contribution Deduction" in the fair-share calculation, while taxpayers who do not itemize would have that deduction treated as zero for this tax.
  • Payroll taxes are included in the comparison pool that offsets the new tax, affecting how much extra tax applies to wage earners, and estates and trusts compute AGI for this tax under special rules in section 67(e).

*Would raise federal revenue by creating a separate, incremental tax on the wealthiest taxpayers.*

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Bill Overview

Analyzed Economic Effects

1 provisions identified: 0 benefits, 1 costs, 0 mixed.

New supplemental tax for very high earners

If enacted, this bill would add a new supplemental "Fair Share" tax for people (and estates or trusts) with AGI over $1,000,000 ($500,000 if married filing separately). The tentative tax equals 30% of AGI above a modified charitable deduction. For non-itemizers that charitable amount would be zero; for itemizers it would be cut by the same share that other itemized deductions lose under current limits. The final tax is reduced only by regular tax, the tax under section 55, and a defined payroll tax, then multiplied by a phase-in fraction based on how far your AGI exceeds the threshold. The $1,000,000 cutoff would be indexed for inflation after 2025 and rounded down to the next $10,000.

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Sponsors & CoSponsors

Sponsor

Sen. Whitehouse, Sheldon [D-RI]

RI • D

Cosponsors

  • Sen. Merkley, Jeff [D-OR]

    OR • D

    Sponsored 4/1/2025

  • Richard Blumenthal

    CT • D

    Sponsored 4/1/2025

  • Chris Van Hollen

    MD • D

    Sponsored 4/1/2025

  • Sen. Durbin, Richard J. [D-IL]

    IL • D

    Sponsored 4/1/2025

  • Amy Klobuchar

    MN • D

    Sponsored 4/1/2025

  • Sen. Reed, Jack [D-RI]

    RI • D

    Sponsored 4/1/2025

  • Sen. Hirono, Mazie K. [D-HI]

    HI • D

    Sponsored 4/1/2025

  • Sen. Sanders, Bernard [I-VT]

    VT • I

    Sponsored 4/1/2025

  • Sen. Baldwin, Tammy [D-WI]

    WI • D

    Sponsored 4/1/2025

  • Sen. Warren, Elizabeth [D-MA]

    MA • D

    Sponsored 4/1/2025

  • Sen. Booker, Cory A. [D-NJ]

    NJ • D

    Sponsored 4/1/2025

  • Peter Welch

    VT • D

    Sponsored 4/1/2025

  • Sen. Smith, Tina [D-MN]

    MN • D

    Sponsored 4/1/2025

  • Sen. Markey, Edward J. [D-MA]

    MA • D

    Sponsored 4/1/2025

  • Sen. Padilla, Alex [D-CA]

    CA • D

    Sponsored 4/4/2025

Roll Call Votes

No roll call votes available for this bill.

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