The Scum at the Top

Commentary on the Rats in Washington




Study Prompts Look at Tax Fairness

By Brian Bonner
Pioneer Press
© March 17, 2003
Page 1B

Burden falls heaviest on poorest


Forget about soaking the rich. How about if they just started to pay their share of taxes? That is the message some state legislators are honing and hearing during town hall meetings to discuss Minnesota's budget crisis.

"We're known for being a progressive state," said state Rep. Joe Atkins, DFL-Inver Grove Heights. The reality, Atkins said, is far different. "We're not even proportional. We're not even close to a flat tax. We're regressive."

The statistics causing the stir are from the state Revenue Department, which earlier this month projected the relative burden of all state and local taxes for each household in 2005.

The report found that Minnesotans making more than $740,848 a year will pay only 7.6 percent of their income in taxes, while people making less than $30,787 a year will pay 11.2 percent. For the lowest-income households, that's an effective tax rate nearly 1½ times higher than at the top end.

The latest numbers show the need to "bring some element of fairness into the system," said Atkins, a member of the House Tax Committee. "I don't believe the tax system should be as regressive as it is."

No group of Minnesotans will pay in taxes a smaller share of their income than the richest 8,615 households - who collectively make as much as the poorest 945,560 households. All of Minnesota's 2.45 million households combined will pay 11 percent of their income in state and local taxes.

The difference in revenue is substantial. If the highest-income households paid the same rate as the lowest-income households, the state would raise another $573 million a year. Over a two-year period, the amount equals 27 percent of the state's $4.2 billion deficit.

Gov. Tim Pawlenty is not buying into the fairness argument.

"Whether we should adjust the relative burdens or not is an interesting debate," Pawlenty said in a recent interview. "But the bottom line, in these times, is that we are not raising taxes."

The governor thinks the rich are paying their fair share of income taxes. "It depends on your perspective," Pawlenty said. "They already pay some of the highest marginal tax rates in the country in terms of income tax. So if you look at taxpayers - upper-middle income taxpayers and the wealthy pay the lion's share of it."

Countered Atkins, "The governor needs to understand that we don't just count income taxes when we judge progressivity." Minnesota's income tax is progressive, but numerous other taxes push the state's overall system into the regressive category, according to the study.

WHAT THE NUMBERS SHOW

The Revenue Department study calculates tax burden in several ways. One method adds up all projected household income in the state - an estimated $158.7 billion in 2005 - and divides by 10, what statisticians call a decile. Then it ranks Minnesota's households by income, lowest to highest, and assigns them one of the 10 slots.

It takes 945,560 of the lowest-income households to make one-tenth of all household income, or roughly $15.87 billion. That's almost 39 percent of all households. They are the bottom 10 percent, making $30,787 or less a year. But they will be paying 11.2 percent of their income in taxes.

It takes only 8,615 of the highest-income households to reach the one-tenth figure. That's 0.3 percent of all households. They are the top 10 percent, making $740,848 or more a year. But they will be paying only 7.6 percent of their income in taxes.

The study takes into account all state and local taxes - including income, property and sales taxes. It counts 31 forms of taxes in all. The report is available at www.taxes.state.mn.us, the Revenue Department's Web site.

The study makes no adjustment for tax savings from federal itemized deductions, which lowers the upper-income burden even more. For example, after the federal offset in 2000, households that made more than $102,412 dropped their effective tax rate from 10.3 percent to 8.2 percent.

FAIRNESS DEBATE

Revenue Commissioner Daniel Salomone said the study, which has been done every two years since 1990, is a reliable indicator of tax burden. He said projections for 2005 are especially meaningful because they reflect recent changes in tax law.

But Salomone doesn't think Democrats will gain much political traction on the tax-fairness issue. The reason, he said, is that Minnesota's tax burden is less regressive than many other states - especially those without an income tax.

"The overall system is slightly regressive," Salomone said. "While it may be disturbing - Minnesota is roughly proportional."

Proportionality could be achieved, Salomone said, by raising income taxes on the wealthy or lowering regressive taxes such as sales or liquor.

Salomone said he and Pawlenty haven't decided whether the administration's goal is to achieve a proportional tax system - in which people pay an equal share of their income in taxes. A progressive tax system, in which tax rates rise as income does, appears out of the question. In a regressive system, tax rates fall as income rises.

Salomone said: "Given we are near proportional and that's about as good as it gets with state and local taxes, I would guess the governor is not agitated by the outcome of the report."

Atkins and other Democrats, however, will keep raising the issue as part of a broader fairness debate. Atkins got a good reception at a recent town hall meeting in the Democratic stronghold of South St. Paul (which voted for Pawlenty, a native son). He expects to talk more about taxes at a similar meeting in Inver Grove Heights on March 20.

Rep. Katie Sieben, DFL-Newport, said issues not directly related to the budget crisis - rising CEO salaries, health-care costs and gas prices - are all part of the fairness debate. The state's regressive tax system, she said, adds fuel to the discussion.

"Part of that discussion should be who's paying the taxes? Where's the burden falling?" said Sieben, who is a member of the House Tax Committee. "My argument is that it's falling on the middle class, the working class. I think there's a general feeling that government isn't looking out for the middle class."

Brian Bonner can be reached at bbonner@pioneerpress.com or (651) 228-2173.




Scum Main
The Scum at the Top - Home


Dean's Place

E-mail: dwagner2@isd.net

©2007 DJW
Last Modified:
January 13, 2007