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Better Bunching, Nicer Notching

Marinho Bertanha, Andrew H. McCallum, Nathan Seegert

arXiv 4 Jan 2021 · Econometrics · publishedJournal of Econometrics (2023) · 23 citations (OpenAlex)

arXiv:2101.01170 · PDF · DOI · OpenAlex · Extracted main text

Abstract

This paper studies the bunching identification strategy for an elasticity parameter that summarizes agents' responses to changes in slope (kink) or intercept (notch) of a schedule of incentives. We show that current bunching methods may be very sensitive to implicit assumptions in the literature about unobserved individual heterogeneity. We overcome this sensitivity concern with new non- and semi-parametric estimators. Our estimators allow researchers to show how bunching elasticities depend on different identifying assumptions and when elasticities are robust to them. We follow the literature and derive our methods in the context of the iso-elastic utility model and an income tax schedule that creates a piece-wise linear budget constraint. We demonstrate bunching behavior provides robust estimates for self-employed and not-married taxpayers in the context of the U.S. Earned Income Tax Credit. In contrast, estimates for self-employed and married taxpayers depend on specific identifying assumptions, which highlight the value of our approach. We provide the Stata package "bunching" to implement our procedures.

Citation extraction

65
references
118
in-text mentions
65
distinct cited
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self-citations
18,195
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Most heavily cited references

The works this paper leans on most, across its whole bibliography — not restricted to papers in our corpus. Ranked by composite intensity, which combines how often a work is mentioned, how many sections mention it, and how much of that falls in the main text rather than the appendix.

ReferenceIntensityMentionsSectionsMain text
1Blomquist, S. and W. Newey (2017, September) (2017) The Bunching Estimator Cannot Identify the Taxable Income Elasticity0.9507486%
2Saez, E (2010) Do Taxpayers Bunch at Kink Points?0.86314564%
3Cattaneo, M., M. Jansson, X. Ma, and J. Slemrod (2018, March) (2018) Bunching Designs: Estimation and Inference0.84333100%
4Chetty, R., J. N. Friedman, T. Olsen, and L. Pistaferri (2011) Adjustment Costs, Firm Responses, and Micro vs. Macro Labor Supply Elasticities: Evidence from Danish Tax Records0.7948550%
5Chernozhukov, V. and H. Hong (2002) Three-step Censored Quantile Regression and Extramarital Affairs0.7946350%
6Kleven, H. J. and M. Waseem (2013) Using Notches to Uncover Optimization Frictions and Structural Elasticities: Theory and Evidence from Pakistan0.73732100%
7Saez, E (2001) Using Elasticities to Derive Optimal Income Tax Rates0.73732100%
8Bertanha, M., A. H. McCallum, and N. Seegert (2018, March) (2018) Better Bunching, Nicer Notching self0.64422100%
9Bertanha, M., A. H. McCallum, A. Payne, and N. Seegert (2022) Bunching estimation of elasticities using stata self0.64422100%
10Blomquist, S., A. Kumar, C.-Y. Liang, and W. Newey (2015, May) (2015) Individual Heterogeneity, Nonlinear Budget Sets, and Taxable Income0.64422100%

Showing the top 10 of 65 scored citations.

Cited by, within the corpus

arXiv econ.EM papers that cite this one, ranked by how heavily they lean on it.

Citing paperIntensityMentionsSections
1Identification and Inference in General Bunching Designs0.763185
2Identification of Causal Effects with a Bunching Design0.64422
32428Treatment Effects in Bunching Designs: The Impact of Mandatory Overtime Pay on Hours0.51121