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Record W38559292 · doi:10.1021/acscentsci.3c01105

The Persistence of Tax Refunds: Evidence from Panel Data

2008· article· en· W38559292 on OpenAlexfundno aff
Sara LaLumia

Bibliographic record

VenueACS Central Science · 2008
Typearticle
Languageen
FieldBusiness, Management and Accounting
TopicFinancial Literacy, Pension, Retirement Analysis
Canadian institutionsnot available
FundersNational Institute of General Medical SciencesNatural Sciences and Engineering Research Council of CanadaCollege of Arts and Sciences, Cornell UniversityJapan Society for the Promotion of ScienceHonjo International Scholarship FoundationArnold and Mabel Beckman FoundationAlfred P. Sloan Foundation
KeywordsReceiptPanel dataDemographic economicsLabour economicsEconomicsBusinessAccountingEconometrics

Abstract

fetched live from OpenAlex

This paper uses a 12-year panel of income tax return data to investigate patterns of refund receipt over time. I find that approximately 30 % of non-elderly filers receive refunds in all twelve years of the panel. This share is higher for unmarried women than for unmarried men, and lowest for joint filers. Higher levels of income and wealth are associated with shorter spells of refund receipt. There is some evidence that taxpayers learn about their likely tax obligation over time and adjust their behavior accordingly. Owing a large balance in one year is associated with substantially higher withholding in the following year, and receiving a large refund is associated with a subsequently lower level of withholding. Even controlling for initial levels of wealth, persistent refund recipients experience lower growth in savings across the span of the panel.

Fetched live from OpenAlex and de-inverted. Abstracts are not stored in this database: the inverted indexes are 8.6 GB of the frame’s 9.3 GB of text, and the host has 13 GB free.

How this classification was reachedexpand

Full frame machine prediction

Teacher imitation

Not calibrated prevalence, not ground truth. Human validation pending. The Gemma side is a direct model label for every work in the frame, read from the title-only record. The Codex side is a classifier learned from the 10,348 direct Codex labels and calibrated to design-weighted sample rates; fields without enough sample support carry no Codex call. Candidate is the union of the two sides; consensus is their intersection. These outputs are machine_predicted_unvalidated and are not human labels.

metaresearch head score (Codex)0.003
metaresearch head score (Gemma)0.009
Version: metacan-v3-hybrid-931329e0061cValidation status: machine_predicted_unvalidated
Candidate categoriesnone
Consensus categoriesnone
DomainCandidate signal: none · Consensus signal: none
Study designCandidate signal: Observational · Consensus signal: Observational
GenreCandidate signal: Empirical · Consensus signal: Empirical
Teacher disagreement score0.016
Threshold uncertainty score0.055

Distilled classifier scores by category (both heads)

CategoryCodexGemma
Metaresearch0.0030.009
Meta-epidemiology (narrow)0.0000.000
Meta-epidemiology (broad)0.0000.000
Bibliometrics0.0010.001
Science and technology studies0.0010.001
Scholarly communication0.0010.001
Open science0.0010.001
Research integrity0.0010.001
Insufficient payload (model declined to judge)0.0160.004

Machine scores (provisional)

The two teacher heads of the student model, read on this work. A score orders the frame for review; it never asserts a category, and the validation status ships verbatim with every row.

Baseline scores from an immature model (maturity gate not passed, 7 training rounds). Scores rank; they never assert a category.

Opus teacher head0.133
GPT teacher head0.267
Teacher spread0.134 · how far apart the two teachers sit on this one work
Validation statusscore_only:v0-immature-baseline · verbatim from the scoring run: score_only means the number may rank works, and no category label ships from it

Classification

machine, unvalidated

Machine predicted; a candidate call from one source (direct Gemma or distilled Codex), not a consensus.

The models applied no category: nothing in the taxonomy fit this work.
Study designObservational
Domainnot available
GenreEmpirical

How this classification was reached, model by model and score by score, is at the end of the page under "How this classification was reached".

Quick stats

Citations0
Published2008
Admission routes1
Has abstractyes

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