Increasing take-up of social safety net programs

In 2018 and 2019, as part of a collaboration with the California Policy Lab, we worked with the California Franchise Tax Board, the CalEITC4Me campaign, and CalFresh to test whether a series of informational nudges could increase the take-up of the state and federal Earned Income Tax Credit (EITC) in California. To claim the credit, low income Californians must file their taxes– but many qualified families fall below the threshold that require them to file. The nudges, in the form of letters and text messages to over 1 million Californians, tested a series of questions on whether government and non-profit partners were reaching the right people, employing the right messengers, targeting the right barriers to take up, and using the right mode and formality. We found that these informational nudges were not enough to improve filing and claiming rates, raising the possibility that the barriers faced by low income families involve navigating the complex administrative burdens involved with filing taxes. Future research will focus on testing how simplifying the process of filing taxes for low income families can improve take up. 

Publications:
Increasing take-up of the Earned Income Tax Credit 

Would you like more information about this project?