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The Compliance Cost of Itemizing Deductions: Evidence from Individual Tax Returns

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Mark M. Pitt
Joel Slemrod

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Abstract

The resource cost of operating the income tax system is large, totaling as much as seven to eight percent of revenue raised. One source of this cost is the system of itemized deductions, which can require extensive record keeping and calculation. This paper estimates the resource cost of itemizing deductions. In contrast to previous studies of compliance cost which rely an survey evidence, we infer this evidence from data reported on tax returns which suggest that there exists taxpayers who would save money by itemizing but who choose not to. We find that in 1982 the private cost of itemizing totaled $1.44 billon, or $43 per itemizing taxpayer. The compliance cost dissuaded from itemizing aver 650,000 taxpayers who would have thereby saved taxes, causing an extra tax liability of nearly $200 million. Increasing the standard deduction by $1,000 would save $100 million in resources that would otherwise have been devoted to itemizing.

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Paper provided by National Bureau of Economic Research, Inc in its series NBER Working Papers with number 2526.

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Date of creation: Feb 1991
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Handle: RePEc:nbr:nberwo:2526

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  1. Wilde, Louis L., . "The Report of the United States to the International Fiscal Association on the Costs of Tax Administration and Compliance," Working Papers 689, California Institute of Technology, Division of the Humanities and Social Sciences. [Downloadable!]
  2. Das-Gupta, Arindam, 2004. "Compliance cost of the personal income tax in India, 2000-01: Preliminary estimates," Working Papers 04/9, National Institute of Public Finance and Policy. [Downloadable!]
  3. Tatiana Damjanovic & David Ulph, 2009. "Tax Progressivity, Income Distribution and Tax Non-Compliance," Working Papers 0928, Oxford University Centre for Business Taxation. [Downloadable!]
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  4. Pablo Serra, 2000. "Measuring the Performance of Chile's Tax Administration," Documentos de Trabajo 77, Centro de Economía Aplicada, Universidad de Chile. [Downloadable!]
  5. Fiorella de Fiore, 2000. "The optimal inflation tax when taxes are costly to collect," Working Paper Series 38, European Central Bank. [Downloadable!]
  6. Edgar L. Feige, 2001. "Taxation for the 21st Century: The Automated Payment Transaction (APT) Tax," Public Economics 0106001, EconWPA. [Downloadable!]
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