IRS Migration Data & State Policy

The Self-Defeating Policy

States that decouple from QSBS lose the people and the revenue. Migration data doesn't lie. The states losing the most tax filers are overwhelmingly high-tax states that don't conform to federal QSBS.

State QSBS Conformity

Conforms
Decoupled
Pending
Partial
No income tax

34

Conform

5

Decoupled

2

Pending

2

Partial

8

No income tax

The Migration Problem

Top 5 States Gaining Filers

Net interstate tax filer migration, IRS SOI 2021-2022

Top 5 States Losing Filers

Net interstate tax filer migration, IRS SOI 2021-2022

$102 billion

in AGI lost by California to outbound migration, 2020-2022

In 2022 alone, 24,670 high-earner households left, taking $16.1 billion in AGI.

Migration is driven by multiple factors (housing costs, remote work, overall tax burden) and QSBS conformity is one factor among many. But the pattern is clear: capital flows toward lower-tax, QSBS-conforming states.

Sources: CA Legislative Analyst's Office (2024), Center for Jobs (2024)

Migration data: IRS SOI Migration Data 2021-2022, Tax Foundation analysis Dec 2024