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The Norwegian Tax Reform; Distributional Effects and the High-income Response

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Author Info
Karl Ove Aarbu and Thor Olav Thoresen () (Statistics Norway)
Abstract

Are we better or worse off after the Norwegian tax reform of 1992 and how has the reform influenced the income sizes and the distribution of total income? This question denotes our twofold analysis in this paper. We first examine the trends in average income and income distribution in the period from 1991 to 1994. Second, we ask whether the tax reform can explain parts the observed income changes. Calculations from a tax-benefit model, assessing the direct distributional effect by applying post-reform tax rules on pre-reform data, do not predict any substantial increase in income inequality due to the tax reform of 1992. However, we find a significant post-reform increase in observed income inequality, while average income is about unaltered in the period. The increased inequality might be explained by the high income earners’ response to large reductions in marginal tax rates. By applying panel data for 1991-1994 and a methodological approach developed by Feldstein (1995a), we find no evidence in support of significant behavioral responses due to decreased marginal tax rates on income. In fact, the overall elasticities are around zero, which differ substantially from Feldstein’s estimate of 1.04, based on US-data. Other explanations, as the changes in the taxation of dividends, are discussed.

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Paper provided by Research Department of Statistics Norway in its series Discussion Papers with number 207.

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Date of creation: Dec 1997
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Handle: RePEc:ssb:dispap:207

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Related research
Keywords: Tax reform Income distribution Social welfare Personal tax

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Find related papers by JEL classification:
D31 - Microeconomics - - Distribution - - - Personal Income and Wealth Distribution
D63 - Microeconomics - - Welfare Economics - - - Equity, Justice, Inequality, and Other Normative Criteria and Measurement
H2 - Public Economics - - Taxation, Subsidies, and Revenue
H31 - Public Economics - - Fiscal Policies and Behavior of Economic Agents - - - Household

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. Nielsen, Soren Bo & Sorensen, Peter Birch, 1997. "On the optimality of the Nordic system of dual income taxation," Journal of Public Economics, Elsevier, vol. 63(3), pages 311-329, February. [Downloadable!] (restricted)
  2. Hans-Werner Sinn, 1991. "Taxation and the Cost of Capital: The "Old" View, the "New" View and Another View," NBER Working Papers 3501, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
  3. Thor Olav Thoresen, 1995. "The Distributional Impact of the Norwegian Tax Reform Measured by Disproportionality," Discussion Papers 146, Research Department of Statistics Norway.
  4. King, Mervyn A., 1983. "Welfare analysis of tax reforms using household data," Journal of Public Economics, Elsevier, vol. 21(2), pages 183-214, July. [Downloadable!] (restricted)
  5. Shorrocks, Anthony F, 1983. "Ranking Income Distributions," Economica, London School of Economics and Political Science, vol. 50(197), pages 3-17, February. [Downloadable!] (restricted)
  6. Macurdy, T. & Green, D. & Paarsch, H., 1990. "Assessing Empirical Approaches For Analyzing Taxes And Labor Supply," Papers e-90-11, Stanford - Hoover Institution.
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  1. Bergh, Andreas, 2006. "Explaining Welfare State Survival: The Role of Economic Freedom and Globalization," Ratio Working Papers 101, The Ratio Institute. [Downloadable!]
  2. Thor O. Thoresen, 2002. "Reduced Tax Progressivity in Norway in the Nineties The Effect from Tax Changes," Discussion Papers 335, Research Department of Statistics Norway. [Downloadable!]
  3. Thor O. Thoresen and Karl Ove Aarbu, 1999. "Income Responses to Tax Changes – Evidence from the Norwegian Tax Reform," Discussion Papers 260, Research Department of Statistics Norway. [Downloadable!]
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