MassVoter
State Revenue Limit
5 questions · pick the answer closest to your view
1 / 5
Should the cap on state tax revenue be tied to last year's collections plus wage growth, with anything over the cap refunded?
Sources (Ballot Question 5): A and B: What your vote will do and AG summary, p. 14. A: argument in favor (reasonable limits on growth; refunds when the state collects more than it needs). Authors: Argument in favor by Taxpayers for an Affordable Massachusetts; Argument against by Colette Berard, Protect Massachusetts' Future. Special Joint Committee on Initiative Petitions majority report pp. 30-31 and minority report (Sen. Ryan C. Fattman) pp. 31-32. Secretary of the Commonwealth, Information for Voters 2026, Question 5 pp. 14-15 (https://www.sec.state.ma.us/divisions/elections/research-and-statistics/information-for-voters-2026.htm). Also A: Chris Cohan, YES on 5 (Taxpayers for an Affordable Massachusetts), FRC Media interview posted Sept 29, 2026 (1:30-3:34, makes refunds more likely by tying the limit to actual revenue and wage growth; budget growing faster than wages and inflation).
2 / 5
When the state collects more than the limit, what should happen?
Sources (Ballot Question 5): A: argument in favor (taxpayers deserve excess revenue back). B: majority report (a rebound year after a recession would more likely trigger refunds, limiting the ability to restore cut programs and the rainy day fund). Authors: Argument in favor by Taxpayers for an Affordable Massachusetts; Argument against by Colette Berard, Protect Massachusetts' Future. Special Joint Committee on Initiative Petitions majority report pp. 30-31 and minority report (Sen. Ryan C. Fattman) pp. 31-32. Secretary of the Commonwealth, Information for Voters 2026, Question 5 pp. 14-15 (https://www.sec.state.ma.us/divisions/elections/research-and-statistics/information-for-voters-2026.htm). Also A: Chris Cohan, YES on 5 (Taxpayers for an Affordable Massachusetts), FRC Media interview posted Sept 29, 2026 (5:21-6:02, money collected above the limit should go back to taxpayers; 4:42-5:04, the limit has a floor that does not drop in a recession).
3 / 5
Question 5 would count the 4% surtax on income over $1 million when setting the cap. Your view?
Sources (Ballot Question 5): AG summary, p. 14 (includes surtax revenue in the limit). B: argument against (surtax funds schools and transportation; millionaires would get frequent rebates). Authors: Argument in favor by Taxpayers for an Affordable Massachusetts; Argument against by Colette Berard, Protect Massachusetts' Future. Special Joint Committee on Initiative Petitions majority report pp. 30-31 and minority report (Sen. Ryan C. Fattman) pp. 31-32. Secretary of the Commonwealth, Information for Voters 2026, Question 5 pp. 14-15 (https://www.sec.state.ma.us/divisions/elections/research-and-statistics/information-for-voters-2026.htm). Also A: Chris Cohan, YES on 5 (Taxpayers for an Affordable Massachusetts), FRC Media interview posted Sept 29, 2026 (3:56-4:15, the surtax revenue is left out of the current formula; 8:45-9:18, refunds are the same amount for every taxpayer since a 2020s change in state law).
4 / 5
What worries you more?
Sources (Ballot Question 5): A: argument in favor (budget growing faster than inflation; residents leaving for lower-cost states). B: fiscal statement, p. 14 (less money for the budget, including local aid); argument against (property taxes, layoffs). Authors: Argument in favor by Taxpayers for an Affordable Massachusetts; Argument against by Colette Berard, Protect Massachusetts' Future. Special Joint Committee on Initiative Petitions majority report pp. 30-31 and minority report (Sen. Ryan C. Fattman) pp. 31-32. Secretary of the Commonwealth, Information for Voters 2026, Question 5 pp. 14-15 (https://www.sec.state.ma.us/divisions/elections/research-and-statistics/information-for-voters-2026.htm). Also A: Chris Cohan, YES on 5 (Taxpayers for an Affordable Massachusetts), FRC Media interview posted Sept 29, 2026 (2:54-3:18, budget grew about twice as fast as wages and 2.5 times inflation over 15 years; 11:47-12:15, residents and private-sector jobs leaving).
5 / 5
Which is the bigger long-term risk?
Sources (Ballot Question 5): A: argument in favor (guard against future tax increases). B: fiscal statement, p. 14 (reduces amounts for the Stabilization Fund); argument against (bond rating, cost of repairing bridges and schools). Authors: Argument in favor by Taxpayers for an Affordable Massachusetts; Argument against by Colette Berard, Protect Massachusetts' Future. Special Joint Committee on Initiative Petitions majority report pp. 30-31 and minority report (Sen. Ryan C. Fattman) pp. 31-32. Secretary of the Commonwealth, Information for Voters 2026, Question 5 pp. 14-15 (https://www.sec.state.ma.us/divisions/elections/research-and-statistics/information-for-voters-2026.htm). Also A: Chris Cohan, YES on 5 (Taxpayers for an Affordable Massachusetts), FRC Media interview posted Sept 29, 2026 (6:20-6:54, the rainy day fund is at a record $8.1 billion and bond ratings are high).
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