irs migration data & profiles
DESCRIPTION
IRS Migration Data & Profiles. From the Missouri Census Data Center. Track Migration Via Tax Returns. IRS matches households across consecutive tax years Able to determine if a return that came from County A in year N comes from a different county the following year. - PowerPoint PPT PresentationTRANSCRIPT
IRS Migration Data & ProfilesIRS Migration Data & Profiles
From the From the
Missouri Census Data CenterMissouri Census Data Center
Track Migration Via Tax ReturnsTrack Migration Via Tax Returns
IRS matches households across IRS matches households across consecutive tax years consecutive tax years
Able to determine if a return that came Able to determine if a return that came from County A in year N comes from a from County A in year N comes from a different county the following year. different county the following year.
If 500 returns filed from LA County, CA in If 500 returns filed from LA County, CA in 2004 are matched to returns in 2005 from 2004 are matched to returns in 2005 from Clark co, NV in 2005 – what does it mean?Clark co, NV in 2005 – what does it mean?
BackgroundBackground
IRS has produced their county-to-county IRS has produced their county-to-county summary files for years.summary files for years.
These are used by the FSCPE as a key These are used by the FSCPE as a key input for the migration portion of the input for the migration portion of the annual county estimates. annual county estimates.
Files are not freely available; IRS uses Files are not freely available; IRS uses them as a cash cow. them as a cash cow.
http://enterprise.star-telegram.com/ARCIms/Maps/clt/2007/http://enterprise.star-telegram.com/ARCIms/Maps/clt/2007/irsmig.aspirsmig.asp
Charlotte Observer Creates online AccessCharlotte Observer Creates online Access
Displayed Maps and Tables Like ThisDisplayed Maps and Tables Like This
Inspired by the Inspired by the Charlotte Observer site…Charlotte Observer site…
We (Missouri Census Data Center) We (Missouri Census Data Center) contacted the IRS and placed our order for contacted the IRS and placed our order for data back to 1999/2000 and thru data back to 1999/2000 and thru 2004/2005.2004/2005.
Paid several hundred $. Received a cd-Paid several hundred $. Received a cd-rom with lots and lots of Excel files. rom with lots and lots of Excel files.
Two xls files per county: 1 for in-movers Two xls files per county: 1 for in-movers and 1 for out-movers. and 1 for out-movers.
We Converted the xls FilesWe Converted the xls Files
Access the resulting data collection atAccess the resulting data collection athttp://mcdc2.missouri.edu/cgi-bin/uexplore?/pub/data/irsmighttp://mcdc2.missouri.edu/cgi-bin/uexplore?/pub/data/irsmig
Original data in csv formatOriginal data in csv format saved here saved here as well as the xls files -- for Mo only.as well as the xls files -- for Mo only.
Usinmig9900 thru usinmig0506 are Usinmig9900 thru usinmig0506 are the huge datasets with inmigration.the huge datasets with inmigration.
Corresponding usoutmig datasets Corresponding usoutmig datasets have out-migration data.have out-migration data.
Datasets are Nice But Reports…Datasets are Nice But Reports…
Are what everybody wants. So we needed Are what everybody wants. So we needed to create an application that would turn the to create an application that would turn the raw data into something users could easily raw data into something users could easily access and interpret.access and interpret.
We created a profile application that We created a profile application that displayed all relevant data for a single displayed all relevant data for a single county – the “IRS Migration Profile”. county – the “IRS Migration Profile”.
Profile DetailsProfile Details
Report title identifies the county; subtitle Report title identifies the county; subtitle indicates the years. indicates the years.
Each line of report summarizes implied Each line of report summarizes implied migration “flows” both into and out of the migration “flows” both into and out of the profile county. profile county.
The “Migration Flow Area” can be another The “Migration Flow Area” can be another county or some larger total (such as total county or some larger total (such as total or total domestic). or total domestic).
The LA Migration Profile Tells Us…The LA Migration Profile Tells Us…
Under “Under “Migration Into…/ # Returns”Migration Into…/ # Returns” in first in first row we find row we find 100,584100,584 . This is the total # of . This is the total # of tax returns filed in LA county in 2005 that tax returns filed in LA county in 2005 that were NOT linked to a return in that county were NOT linked to a return in that county in 2004. So this is a proxy for in-migration in 2004. So this is a proxy for in-migration at the HH level. at the HH level.
The 165,767 The 165,767 # Exemptions# Exemptions figure is just figure is just the total exemptions reported on those the total exemptions reported on those 100,584 returns. 100,584 returns.
$23,179 was the median (middle) gross $23,179 was the median (middle) gross income fig for those 100,584 returns.income fig for those 100,584 returns.
Migration Out of Los Angeles CAMigration Out of Los Angeles CA
These 4 items (rightmost columns of These 4 items (rightmost columns of profile) track “out-migration”.profile) track “out-migration”.
Based on returns filed in LA county in Based on returns filed in LA county in 2004 that were found in a different county 2004 that were found in a different county or country in 2005.or country in 2005.
It does not include people who did not file It does not include people who did not file in 2005 (such as people who died).in 2005 (such as people who died).
About the ReportAbout the Report
Only migration flows of 10 or more are Only migration flows of 10 or more are reported on the IRS files and hence in reported on the IRS files and hence in these reports.these reports.A parm can be specified to raise this A parm can be specified to raise this threshold. I.e. you can specify you only threshold. I.e. you can specify you only want to see data for areas where there at want to see data for areas where there at least 40 total flows.least 40 total flows.Gross flows = #Returns Into + #Returns Gross flows = #Returns Into + #Returns Out of.Out of.The report is sorted by descending Gross The report is sorted by descending Gross flows. flows.
Generating a ReportGenerating a ReportAccess the main menu page at Access the main menu page at http://mcdc2.missouri.edu/cgi-bin/uexplore?/pub/data/irsmig/Mihttp://mcdc2.missouri.edu/cgi-bin/uexplore?/pub/data/irsmig/Migration_Profilesgration_Profiles
To locate this URL go to the Missouri Census Data To locate this URL go to the Missouri Census Data Center home page and do a search on “IRS profile”; Center home page and do a search on “IRS profile”; follow the “What’s New” link. follow the “What’s New” link.
Select a state first. Then on the application page Select a state first. Then on the application page choose the county, the year(s) and, if needed, a choose the county, the year(s) and, if needed, a higher threshold. higher threshold.
Click the Click the Generate ReportGenerate Report button. button.
Note Also…Note Also…http://mcdc.missouri.edu/data/irsmig/http://mcdc.missouri.edu/data/irsmig/Migration_ProfilesMigration_Profiles/ / is an alternate URLis an alternate URL. .
If you fail to choose a county you will get a report If you fail to choose a county you will get a report showing state totals only – not very interesting. showing state totals only – not very interesting.
You can also find a link to these reports using our You can also find a link to these reports using our applinksapplinks interface; the URL is of the form: interface; the URL is of the form: http://mcdc2.missouri.edu/cgi-bin/applinks?http://mcdc2.missouri.edu/cgi-bin/applinks?&st=<ss>&co=<ccc>&st=<ss>&co=<ccc>
Where <ss> is the 2-digits fips state code and Where <ss> is the 2-digits fips state code and <ccc> is the fips county code. The <ccc> is the fips county code. The irsmig_profileirsmig_profile entry will be the last on the resulting menu page.entry will be the last on the resulting menu page.
More NotesMore Notes
The latest year of data (based on tax years The latest year of data (based on tax years 2005 & 2006) did not have any data on 2005 & 2006) did not have any data on gross income. Not sure if gone forever.gross income. Not sure if gone forever.
IRS was reluctant to sell us the 05/06 data IRS was reluctant to sell us the 05/06 data (because we were putting it on the web.)(because we were putting it on the web.)
See article by Emily Groos, IRS, at See article by Emily Groos, IRS, at http://www.irs.gov/pub/irs-soi/05gross.pdfhttp://www.irs.gov/pub/irs-soi/05gross.pdf
