The role of choice architecture in promoting saving at tax time: Evidence from a large-scale field experiment

by Michal Grinstein-Weiss, Cynthia Cryder, Mathieu R. Despard, Dana C. Perantie, Jane E. Oliphant, Dan Ariely
May 23, 2018


Supplemental Material

Author Note

The Center for Social Development at Washington
University in St. Louis gratefully
acknowledges the funders who made the
Refund to Savings Initiative possible: The Ford
Foundation; the Annie E. Casey Foundation;
Intuit, Inc.; the Intuit Financial Freedom Foundation;
and JPMorgan Chase Foundation.
The Refund to Savings Initiative would not exist
without the commitment of Intuit and its Tax
and Financial Center, including the dedication
of our collaborators: David Williams, Melissa
Netram, Joe Lillie, Krista Holub, and many others
on the Intuit team who have worked diligently
in planning and implementing the experiment.
Last, we thank the thousands of taxpayers who
consented to participate in the research surveys
and shared their personal financial information.
Disclaimer: Statistical compilations disclosed
in this document relate directly to the bona
fide research of and public policy discussions
concerning savings behavior as it relates to
tax compliance. Compilations are anonymous
and do not disclose information containing
data from fewer than 10 tax returns or reflect
taxpayer-level
data without the prior explicit
consent from taxpayers. Compilations follow
Intuit’s protocols to help ensure the privacy and
confidentiality of customer tax data.

Author Affiliation

Grinstein-Weiss, Cryder, Perantie, and Oliphant:
Washington University in St. Louis. Despard:
University of North Carolina at Chapel Hill.
Ariely: Duke University. Corresponding author’s
e-mail: michalgw@wustl.edu.

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