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The Redistributive Effects of the Pit Decentralization: Evidence from the Italian Case

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Author Info
Maria Teresa Monteduro (Italian Ministry of Economy and Finance)
Alberto Zanardi () (University of Bologna and Econpubblica, Bocconi University)
Abstract

In recent years Regions and Municipalities in Italy have been assigned the power to apply local surtaxes on the personal income tax levied at national level. The aim of this paper is twofold. First, from a positive perspective, we measure the redistributive effects produced by the adoption of these local surtaxes. By using a sample of tax returns representative on a regional basis, we find that the redistributive effects are slightly enhanced by the introduction of local surtaxes as a result of an increase in tax incidence, given that the introduction of local surtaxes is not offset by a corresponding reduction of national taxation, and a relatively smaller reduction in tax progressivity. Vertical redistribution and horizontal inequity are also distinctly considered. It turns out that at both national and regional level local surtaxes slightly increase these two components, roughly in the same proportion, whereas variations are relatively differentiated at the regional level. Secondly, from a normative perspective, we design a possible welfare-improving tax reform in which the simplification of the personal income tax is combined with its partial decentralization. When the redistributive impact of this reform is assessed, the new tax structure welfare-dominates the current centralized tax both at the national level and within any single Region.

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Article provided by GDE (Giornale degli Economisti e Annali di Economia), Bocconi University in its journal Giornale degli Economisti e Annali di Economia.

Volume (Year): 64 (2005)
Issue (Month): 2-3 (November)
Pages: 215-246
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Handle: RePEc:gde:journl:gde_v64_n2-3_p215-246

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Related research
Keywords: decentralizaton; personal income tax; redistributive effects;

Find related papers by JEL classification:
H71 - Public Economics - - State and Local Government; Intergovernmental Relations - - - State and Local Taxation, Subsidies, and Revenue
H24 - Public Economics - - Taxation, Subsidies, and Revenue - - - Personal Income and Other Nonbusiness Taxes and Subsidies
D63 - Microeconomics - - Welfare Economics - - - Equity, Justice, Inequality, and Other Normative Criteria and Measurement

References listed on IDEAS
Please report citation or reference errors to , or , if you are the registered author of the cited work, log in to your RePEc Author Service profile, click on "citations" and make appropriate adjustments.:

  1. Xavier Ramos and Peter J Lambert, . "Horizontal Equity and Differences in Income Tax Treatment: A Reconciliation," Discussion Papers 98/24, Department of Economics, University of York.
  2. Isabelle Joumard & Per Mathis Kongsrud, 2003. "Fiscal Relations across Government Levels," OECD Economics Department Working Papers 375, OECD, Economics Department. [Downloadable!]
  3. Peter Lambert & Xavier Ramos, 1997. "Horizontal Inequity and Vertical Redistribution," International Tax and Public Finance, Springer, vol. 4(1), pages 25-37, January. [Downloadable!] (restricted)
  4. Richard Miller Bird, 1999. "Rethinking Subnational Taxes - A New Look at Tax Assignment," IMF Working Papers 99/165, International Monetary Fund.
  5. Kakwani, Nanok C, 1977. "Measurement of Tax Progressivity: An International Comparison," Economic Journal, Royal Economic Society, vol. 87(345), pages 71-80, March. [Downloadable!] (restricted)
  6. Gaimpaolo Arachi & Alberto Zanardi, 2004. "Designing Intergovernmental Fiscal Relations: Some Insights from the Recent Italian Reform," Fiscal Studies, Institute for Fiscal Studies, vol. 25(3), pages 325-365, September.
  7. Aronson, J Richard & Johnson, Paul & Lambert, Peter J, 1994. "Redistributive Effects and Unequal Income Tax Treatment," Economic Journal, Royal Economic Society, vol. 104(423), pages 262-70, March. [Downloadable!] (restricted)
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