Internet TAXSIM Special for Wilhelm

Internet TAXSIM

Version 8.0

TAXSIM is the NBER's FORTRAN program for calculating liabilities under US Federal and State income tax laws from individual data. Scholars interested in using TAXSIM to calculate tax liabilities and marginal tax rates should follow the these instructions for submitting data. Liabilities are returned as an online web page in a few seconds. The program itself is not released.

There is Stata interface to TAXSIM allowing tax calculations to be made without leaving the Stata environment. The calculations themselves are done here at the NBER, using the tax calculator described below. More information is available from within Stata via the commands:

. net from https://www.nber.org/stata . net describe taxsim8

There is also documentation for a raw TCP/IP interface using Netcat. This makes possible lower level access to the tax calculator for users integrating TAXSIM into other statistical packages or automated systems.

Version 8.0 introduces:

  • Federal taxes 1960=2013 (as of May 2006,including TIPRA)
  • State taxes through 2006.
  • Sales tax deduction.
  • Netcat interface for large datasets.
  • Minor corrections noted in change log.

Further changes will be noted in a change log .

Upload a file with TAXSIM data:

File to upload:
Marginal Rates (finite differences) with respect to: Other Income Wage Income Taxpayer Earnings Spouse Earnings Long Term Gains Don't bother
Show detailed intermediate calculations: Off On Labeled
Return either a URL on our server a live page.


OR... Calculate liabilities for one taxpayer (fill every box)

Marginal Rates with respect to: Other Income Wage Income Taxpayer Earnings Spouse Earning Long Term Gains Other deductions Mortgage Interest Don't bother
1. Case ID (must be numeric)
2. Tax year (4 digits between 1960 and 2013, but state must be zero if year is before 1977 or after 2006. We don't have code for state laws before 1977.) Indexed tax parameters are inflated by 1.025/year after 2006. (No default)
  • [Special for Wilhelm] JGTRRA is suppressed. So if the year is 2003.5, then the tax is calculated according to the law planned for 2003 before the JGTRRA was enacted.
3. State (SOI codes. These run from 1 for Alabama to 51 for Wyoming and are not the Census or PSID codes. See state list,and also item two above.). Use zero for "no state tax calculation".
4. Marital Status (1. single 2. joint 3. head of household 8. Dependent taxpayer )
5. Dependent Exemptions (number of children)
6. Number of taxpayers over 65 years of age.
7. Wage and salary income of Taxpayer (include self-employment).
8. Wage and salary income of Spouse (include self-employment).
9. Dividend income (corporate dividends only for 2003 on).
10. Other property income, including interest, rent, alimony, fellowships non-corporate dividends and other income or loss not otherwise enumerated here. (+/-)
11. Taxable Pensions
12. Gross Social Security Income
13. Other non-taxable transfer Income such as welfare, municipal bond interest, and child support that would affect eligibility for state property tax rebates but would not be taxable at the federal level.
14. Rent Paid (used only for calculating state property tax rebates)
15. Property and other taxes paid (except state income tax, which TAXSIM calculates).
16. Itemized deductions other than mortgage,state income tax and local property tax. If you have medical expenses remember to only include the excess over 3%,5% or 7,5% of AGI (for years 60-82, 83-86 and 87+). These are regarded as preferences for the AMT.
17. Child care expenses.
18. Unemployment compensation received.
19. Number of dependents under age 17 (for child credit, not more than item 5).
20. Mortgage Interest and other deductions not a preference for the AMT.
21. Sort Term Capital Gains or losses. (+/-)
22. Long Term Capital Gains or losses. (+/-)

Return either a URL on our server a live page.

Date last modified: November 21, 2007