Researcher Contribution: Tax Calculations for HRS 2000 & 2002

June 27, 2005

Susann Rohwedder, Michael Hurd, Philip Pantoja, and Patty StClair at RAND have used the NBER-Internet TAXSIM calculator, version 5.1, to compute federal, state, and FICA taxes for respondents to HRS 2000 and HRS 2002. The data come in two files, one for each of the two HRS waves. For details on the tax calculations performed by TAXSIM we refer the interested reader to the TAXSIM website (http://www.nber.org/~taxsim/).

For confidentiality reasons, tax calculations are performed 51 times for each respondent, one for each state. The data files thus contain 51 records for each HRS respondent who participated in the specific wave of the survey. For example, there were 19,580 respondents in HRS 2000. The corresponding file with the tax calculations has 998,580 observations (=19,580*51). Users of restricted geocodes can select for each respondent the one for the state the respondent lived in at the time of the interview.

The data set may be downloaded from the HRS Public File Download Area. Registration (free) is required for access.

This file is an HRS Researcher Contribution file. Researcher contribution files are provided by fellow researchers interested in sharing their work. Interested researchers are encouraged to contribute their own files by sending electronic mail to HRS User Support at hrsquestions@umich.edu. HRS did not produce this file and thus can not support it, nor be responsible for its content or use. It is provided only as a service to the research community.

Note: Be sure to check the HRS File Merge Cross-Reference Table for up-to-date information on the restricted data merge status of this data set.

Copyright © 2014 The Regents of the University of Michigan