Here you can find links to papers written by members of SOI covering topics such as sample design and models, panel design and analysis, data disclosure and data sharing research, and more. All articles are in PDF format. A free Adobe Acrobat Reader is available for download, if needed. Cross-sectional and longitudinal income measures Income, Tax, and Tax Progressivity: An Examination of Recent Trends in the Distribution of Individual Income and Taxes PDF The Distribution of Individual Income and Taxes: A New Look at an Old Issue PDF Further Examination of the Distribution of Individual Income and Taxes Using a Consistent and Comprehensive Measure of Income PDF Are Taxpayers Increasing the Buildup of Retirement Assets? Preliminary Results from a Matched File of Tax Year 1999 Tax Returns and Information Returns PDF Salaries and Wages and Deferred Income, 1989–1999 PDF New Estimates of the Distribution of Individual Income and Taxes PDF Accumulation and Distributions of Retirement Assets, 1996–2000—Results from a Matched File of Tax Returns and Information Returns PDF An Analysis of the Distribution of Individual Income and Taxes, 1979–2001 PDF Estimating the Compliance Cost of the U.S. Individual Income Tax PDF The Mismeasure of Man’s Well-Being: Refining Realized Income Measures with Wealth, Portfolio, and Mortality Information PDF Use of Individual Retirement Arrangements to Save for Retirement—Results From a Matched File of Tax Returns and Information Documents for Tax Year 2001 PDF Further Analysis of the Distribution of Income and Taxes, 1979–2003 PDF The Statistics of Income 1979–2002 Continuous Work History Sample Individual Income Tax Return Panel PDF Geographic Variation in Schedule H Filing Rates: Why Should Location Influence the Decision To Report Nanny Taxes? PDF Trends in 401(k) and IRA Contribution Activity, 1999–2002—Results from a Panel of Matched Tax Returns and Information Documents PDF Social Security Taxes, Social Security Benefits, and Social Security Benefits Taxation, 2003 PDF Analysis of the Distributions of Income, Taxes, and Payroll Taxes via Cross Section and Panel Data, 1979–2004 PDF Using an Individual Income Tax Panel File To Measure Changes in Marginal Tax Rates: Opportunities PDF Data linkage and assessments of frame quality Beyond Andrew Carnegie: Using a Linked Sample of Federal Income and Estate Tax Returns to Examine the Effects of Bequests on Beneficiary Behavior PDF Taxing Charity: Linking Income Tax Returns to Samples of Nonexempt Charitable and Charitable Remainder PDF Proxies in Administrative Records Surveys PDF Assessing Industry Codes on the IRS Business Master File PDF Disclosure and data sharing Partnerships in Data Sharing: The Internal Revenue Service and the Bureau of Economic Analysis PDF Assessing Disclosure Protection for a SOI Public Use File PDF Measuring Disclosure Risk and an Examination of the Possibilities of Using Synthetic Data in the Individual Income Tax Return Public Use File PDF Panel design and analysis Attrition in a Panel of Individual Income Tax Returns, 1992–1997 PDF The 1998 Gift Tax Panel Study: Using The IRS Returns Transaction File as a Sample Frame PDF Analysis of the 1998 Gift Tax Panel Study PDF The 1999 Individual Income Tax Return Edited Panel PDF Tying Website Performance to Mission Achievement in the Federal Government PDF The Tax Year 1999–2003 Individual Income Tax Return Panel: A First Look at the Data PDF Attrition in the Individual Income Tax Return Panel, Tax Years 1999–2005 PDF Research in special estimation methods On Computing Gaussian Curvature of Some Well Known Distributions PDF The Feasiblity of State Corporate Data PDF Evaluating the Effect of Sample Size Changes on Scoring System Performance Using Bootstraps and Random Samples PDF Regulatory Exemptions and Item Nonresponse PDF Comparing Scoring Systems From Cluster Analysis and Discriminant Analysis Using Random Samples PDF Some New Tables for Upper Probability Points of the Largest Root of a Determinantal Equation PDF A Cluster Analysis Approach To Describing Tax Data PDF Using the Statistics of Income Division's Sample Data To Reduce Measurement and Processing Error in Small-Area Estimates Produced from Administrative Tax Records PDF An Empirical Evaluation of Various Direct, Synthetic, and Traditional Composite Small-Area Estimators PDF Evaluating Alternative One-Sided Coverage Intervals for an Extreme Binomial Proportion PDF Sample design, weighting and variance estimation Sample Design Revisions in the Wake of NAICS and Regulatory Changes PDF Using Auxiliary Information to Adjust for Non-Response in Weighting a Linked Sample of Administrative Records PDF Origins of the Estate and Personal Wealth Sample Design PDF Application of an Evolutionary Algorithm to Multivariate Optimal Allocation in Stratified Sample Designs PDF Statistics of Income Sales of Capital Assets Sample Redesign for Tax Year 2007 PDF Variance Estimation for Estimators of Between-Year Change in Totals from Two Stratified Bernoulli Samples PDF Some Mathematical and Statistical Aspects of the Transformed Taxpayer Identification Number: A Sample Selection Tool used at IRS PDF Individual Tax Statistics Sample Design and Data Limitations Business Tax Statistics Sample Design and Data Limitations Review of the Sampling Procedures Used by the Internal Revenue Service to Produce Statistics of Income From Individual Tax Returns with Special Emphasis on Achievement of Quality PDF
