This report covers the design and impacts of the R2S experiments in the 2015 and 2016 tax seasons (which include the 2014 and 2015 tax years), and also includes results from a 6-month follow-up survey conducted in 2015 to assess how the impacts of R2S interventions persist over time. These interventions reached a large number of tax filers in both of these years; 646,116 in 2015 and 284,125 in 2016.
Roll, S. P., Davison, G., Grinstein-Weiss, M., Despard, M. R., & Bufe, S. (2018). Refund to Savings 2015–2016: Field experiments to promote tax-time saving in low- and moderate-income households (CSD Research Report No. 18-28). St. Louis, MO: Washington University, Center for Social Development.
Refund to Savings (R2S)
R2S, tax-time saving, low- and moderate-income households
Roll, Stephen, "Refund to Savings 2015-2016: Field Experiments to Promote Tax-Time Saving in Low- and Moderate-Income Households" (2018). Center for Social Development Research. 604.