S2197119th CongressWALLET

Refund Equality Act of 2025

Sponsored By: Senator Warren, Elizabeth [D-MA]

Introduced

Summary

Would extend deadlines so people who became legally married under Revenue Ruling 2013-17 can file joint returns and seek refunds or credits for certain tax years ending before September 16, 2013.

Show full summary
  • Legally married individuals covered by Revenue Ruling 2013-17, including certain legally married same-sex couples, would be able to treat earlier separate returns as eligible for later joint filing and amend those years to claim refunds or credits.
  • The extra time would apply only to amendments and refund or credit claims that arise from a change in marital status for the individual.
  • For joint returns filed under this rule, the period for claiming refunds would be extended to the filing deadline for the taxable year that includes the bill's enactment date and section 6511(b)(2) would not apply to those claims.

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Bill Overview

Analyzed Economic Effects

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

Extra time for some married refunds

If enacted, this bill would give certain married taxpayers more time to file joint returns and claim refunds tied to a change in marital status. You would be eligible only if you were first treated as married by Revenue Ruling 2013-17 and you filed a non‑joint return for a year ending before September 16, 2013. The bill would let that old non‑joint return be treated as a separate return and would stop the usual deadline from expiring before the normal filing date (including extensions) for the tax year that includes the date of enactment. If you then file a joint return, the time limit to claim a refund or credit (section 6511(a)) would be extended to that same filing date, and the usual rule in section 6511(b)(2) would not block those claims. The extra time would apply only to amendments or refund/credit claims that relate to the change in your marital status for tax purposes.

Sponsors & CoSponsors

Sponsor

Warren, Elizabeth [D-MA]

MA • D

Cosponsors

  • Sen. Collins, Susan M. [R-ME]

    ME • R

    Sponsored 6/26/2025

  • Sen. Bennet, Michael F. [D-CO]

    CO • D

    Sponsored 6/26/2025

  • Sen. Blunt Rochester, Lisa [D-DE]

    DE • D

    Sponsored 6/26/2025

  • Sen. Cantwell, Maria [D-WA]

    WA • D

    Sponsored 6/26/2025

  • Sen. Coons, Christopher A. [D-DE]

    DE • D

    Sponsored 6/26/2025

  • Sen. Duckworth, Tammy [D-IL]

    IL • D

    Sponsored 6/26/2025

  • Sen. Gillibrand, Kirsten E. [D-NY]

    NY • D

    Sponsored 6/26/2025

  • John Hickenlooper

    CO • D

    Sponsored 6/26/2025

  • Sen. Kaine, Tim [D-VA]

    VA • D

    Sponsored 6/26/2025

  • Sen. Kelly, Mark [D-AZ]

    AZ • D

    Sponsored 6/26/2025

  • Sen. Markey, Edward J. [D-MA]

    MA • D

    Sponsored 6/26/2025

  • Sen. Merkley, Jeff [D-OR]

    OR • D

    Sponsored 6/26/2025

  • Sen. Padilla, Alex [D-CA]

    CA • D

    Sponsored 6/26/2025

  • Sen. Reed, Jack [D-RI]

    RI • D

    Sponsored 6/26/2025

  • Sen. Shaheen, Jeanne [D-NH]

    NH • D

    Sponsored 6/26/2025

  • Sen. Smith, Tina [D-MN]

    MN • D

    Sponsored 6/26/2025

  • Elissa Slotkin

    MI • D

    Sponsored 6/26/2025

  • Sen. Van Hollen, Chris [D-MD]

    MD • D

    Sponsored 6/26/2025

  • Sen. Wyden, Ron [D-OR]

    OR • D

    Sponsored 6/26/2025

  • Sen. Cortez Masto, Catherine [D-NV]

    NV • D

    Sponsored 6/26/2025

  • Sen. Booker, Cory A. [D-NJ]

    NJ • D

    Sponsored 6/26/2025

  • Sen. Heinrich, Martin [D-NM]

    NM • D

    Sponsored 6/26/2025

  • Sen. King, Angus S., Jr. [I-ME]

    ME • I

    Sponsored 6/26/2025

  • Sen. Kim, Andy [D-NJ]

    NJ • D

    Sponsored 6/26/2025

  • Sen. Murray, Patty [D-WA]

    WA • D

    Sponsored 6/26/2025

  • Sen. Rosen, Jacky [D-NV]

    NV • D

    Sponsored 6/26/2025

  • Sen. Fetterman, John [D-PA]

    PA • D

    Sponsored 6/26/2025

  • Sen. Whitehouse, Sheldon [D-RI]

    RI • D

    Sponsored 6/26/2025

  • Sen. Alsobrooks, Angela D. [D-MD]

    MD • D

    Sponsored 6/26/2025

  • Sen. Baldwin, Tammy [D-WI]

    WI • D

    Sponsored 6/26/2025

  • Sen. Gallego, Ruben [D-AZ]

    AZ • D

    Sponsored 6/26/2025

  • Sen. Luján, Ben Ray [D-NM]

    NM • D

    Sponsored 6/26/2025

  • Sen. Sanders, Bernard [I-VT]

    VT • I

    Sponsored 6/26/2025

  • Sen. Warner, Mark R. [D-VA]

    VA • D

    Sponsored 6/26/2025

  • Sen. Blumenthal, Richard [D-CT]

    CT • D

    Sponsored 6/26/2025

  • Sen. Schiff, Adam B. [D-CA]

    CA • D

    Sponsored 6/26/2025

  • Peter Welch

    VT • D

    Sponsored 6/26/2025

  • Sen. Durbin, Richard J. [D-IL]

    IL • D

    Sponsored 6/26/2025

  • Sen. Hirono, Mazie K. [D-HI]

    HI • D

    Sponsored 6/26/2025

  • Gary Peters

    MI • D

    Sponsored 6/26/2025

  • Charles Schumer

    NY • D

    Sponsored 6/26/2025

  • Amy Klobuchar

    MN • D

    Sponsored 6/26/2025

  • Sen. Schatz, Brian [D-HI]

    HI • D

    Sponsored 6/26/2025

  • Sen. Murphy, Christopher [D-CT]

    CT • D

    Sponsored 6/26/2025

  • Raphael Warnock

    GA • D

    Sponsored 6/30/2025

  • Sen. Ossoff, Jon [D-GA]

    GA • D

    Sponsored 7/16/2025

Roll Call Votes

No roll call votes available for this bill.

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