Jacob Mortenson

Joint Committee on Taxation, US Congress

Economist

502 Ford House Office Building

Washington, DC 20515

United States

http://www.jacobmortenson.com

SCHOLARLY PAPERS

12

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SSRN CITATIONS
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Top 32,445

in Total Papers Citations

13

CROSSREF CITATIONS

13

Scholarly Papers (12)

1.

Bunching to Maximize Tax Credits: Evidence from Kinks in the U.S. Tax Schedule

Number of pages: 36 Posted: 23 Jan 2016 Last Revised: 20 Jul 2019
Jacob Mortenson and Andrew Whitten
Joint Committee on Taxation, US Congress and U.S. Department of the Treasury - Office of Tax Analysis (OTA)
Downloads 642 (50,725)
Citation 5

Abstract:

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bunching; tax credits; tax evasion; public finance; self-employment

2.

The Effects of Required Minimum Distribution Rules on Withdrawals from Traditional IRAs

Number of pages: 57 Posted: 21 Apr 2016 Last Revised: 20 Jul 2019
Jacob Mortenson, Heidi Schramm and Andrew Whitten
Joint Committee on Taxation, US Congress, Joint Committee on Taxation, U.S. Congress and U.S. Department of the Treasury - Office of Tax Analysis (OTA)
Downloads 219 (171,129)
Citation 8

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Asset decumulation, income taxation, Individual Retirement Accounts, investment, required minimum distributions, retirement

3.

Earnings Shocks and Stabilization During COVID-19

Number of pages: 34 Posted: 02 Jul 2021
Jeff Larrimore, Jacob Mortenson and David Splinter
Board of Governors of the Federal Reserve System, Joint Committee on Taxation, US Congress and Joint Committee on Taxation
Downloads 82 (364,092)

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COVID-19, wage earnings, stimulus checks, unemployment insurance, countercyclical policy

4.

Leakage from Retirement Savings Accounts in the U.S.

Number of pages: 65 Posted: 11 Sep 2019 Last Revised: 14 Jul 2021
U.S. Department of the Treasury, Joint Committee on Taxation, Joint Committee on Taxation, US Congress and Joint Committee on Taxation, U.S. Congress
Downloads 80 (369,344)
Citation 2

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Leakage, Retirement, Tax Policy, Defined Contribution, Defined Benefit, Job Loss, Tax Data

5.

Household Incomes in Tax Data: Using Addresses to Move from Tax Unit to Household Income Distributions

FEDS Working Paper No. 2017-2
Number of pages: 39 Posted: 08 Jan 2017 Last Revised: 09 Feb 2017
Jeff Larrimore, Jacob Mortenson and David Splinter
Board of Governors of the Federal Reserve System, Joint Committee on Taxation, US Congress and Joint Committee on Taxation
Downloads 70 (398,074)
Citation 2

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6.

Income and Earnings Mobility in U.S. Tax Data

FEDS Working Paper No. 2015-061, http://dx.doi.org/10.17016/FEDS.2015.061
Number of pages: 36 Posted: 25 Aug 2015
Jeff Larrimore, Jacob Mortenson and David Splinter
Board of Governors of the Federal Reserve System, Joint Committee on Taxation, US Congress and Joint Committee on Taxation
Downloads 53 (456,559)

Abstract:

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Administrative data, income mobility, post-tax income

7.

All Income is Not Created Equal: Cross-Tax Elasticity Estimates in the United States

Number of pages: 44 Posted: 12 Sep 2015 Last Revised: 05 Mar 2016
Jacob Mortenson
Joint Committee on Taxation, US Congress
Downloads 44 (493,476)
Citation 2

Abstract:

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elasticity of taxable income, cross-tax elasticity

8.

Online Appendix to 'The Effects of Required Minimum Distribution Rules on Withdrawals from Traditional Individual Retirement Accounts'

Number of pages: 27 Posted: 27 Oct 2016 Last Revised: 04 Aug 2019
Jacob Mortenson, Heidi Schramm and Andrew Whitten
Joint Committee on Taxation, US Congress, Joint Committee on Taxation, U.S. Congress and U.S. Department of the Treasury - Office of Tax Analysis (OTA)
Downloads 32 (551,857)
Citation 2

Abstract:

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Asset decumulation, income taxation, Individual Retirement Accounts, investment, required minimum distributions, retirement

9.

The Absence of Income Effects at the Onset of Child Tax Benefits

Number of pages: 24 Posted: 03 Dec 2018
Jacob Mortenson, Heidi Schramm, Andrew Whitten and Lin Xu
Joint Committee on Taxation, US Congress, Joint Committee on Taxation, U.S. Congress, U.S. Department of the Treasury - Office of Tax Analysis (OTA) and Government of the United States of America - Joint Committee on Taxation
Downloads 23 (606,907)
Citation 2

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income effects, labor supply, saving, tax credits, unearned income

10.

Whose Child is this? Shifting of Dependents Among EITC Claimants within the Same Household

FEDS Working Paper No. 2017-89
Number of pages: 30 Posted: 07 Sep 2017
David Splinter, Jeff Larrimore and Jacob Mortenson
Joint Committee on Taxation, Board of Governors of the Federal Reserve System and Joint Committee on Taxation, US Congress
Downloads 16 (655,643)

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11.

Online Appendix to 'Bunching to Maximize Tax Credits: Evidence from Kinks in the U.S. Tax Schedule'

Number of pages: 15 Posted: 17 Jul 2019
Jacob Mortenson and Andrew Whitten
Joint Committee on Taxation, US Congress and U.S. Department of the Treasury - Office of Tax Analysis (OTA)
Downloads 13 (677,899)
Citation 1

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12.

Presence and Persistence of Poverty in U.S. Tax Data

NBER Working Paper No. w26966
Number of pages: 42 Posted: 13 Apr 2020
Jeff Larrimore, Jacob Mortenson and David Splinter
Board of Governors of the Federal Reserve System, Joint Committee on Taxation, US Congress and Joint Committee on Taxation
Downloads 5 (739,976)
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