Select the entire publication PDF (in PDF) or one of the studies below Individual Income Tax Rates and Shares, 2003 PDF (PDF) Article by Kyle Mudry and Michael Parisi, SOI Taxpayers filed 130.4 million returns for Tax Year 2003, of which 88.9 million (or 68.2 percent) were classified as taxable returns. Excel Tables: 1 XLS, 2 XLS, 3 XLS, 4 XLS, 5 XLS, 6 XLS, 7 XLS, 8 XLS Related Link: Individual Tax Statistics Individual Income Tax Returns, Preliminary Data, 2004 PDF (PDF) Data Release by Brian Balkovic, SOI For 2004, taxpayers filed 132.4 million U.S. individual income tax returns, an increase of 1.4 percent from the 130.6 million returns filed for 2003. For the second consecutive year, Adjusted Gross Income (AGI) rose, increasing by 8.9 percent to $6.8 trillion for 2004. Excel Tables: 1 XLS Related Link: Individual Tax Statistics Personal Wealth 2001 PDF (PDF) Article by Barry W. Johnson and Brian G. Raub, SOI There were more than 7.3 million individuals in the United States with gross assets of $675,000 or more in 2001. These individuals repesented about 3.5 percent of the total U.S. adult population. Top wealth holders had a combined net worth of more than 13.8 trillion or 32.7 percent of total U.S. net worth. Excel Tables: 1 XLS, 2 XLS, 3 XLS, 4 XLS, 5 XLS, 6 XLS Related Link: Personal Wealth Statistics Projections of Federal Tax Return Filings: Calendar Years 2005-2012 PDF (PDF) Article by Taukir Hussain, IRS, Office of Research Taxpayers are expected to file a grand total of 229.3 million tax returns with the Internal Revenue Service (IRS) during Calendar Year (CY) 2006. That projected level reflects a modest increase of only 0.1 percent over the estimated CY 2005 filings of 229.0 million. Excel Tables: 1 XLS Related Link: Projections Statistics Transactions Between Large Foreign-Owned Domestic Corporations and Related Foreign Persons, 2002 PDF (PDF) Article by William P. Jauquet, SOI The total value of transactions between large foreign-owned domestic corporations and related foreign persons declined for Tax Year 2002 despite the increased number of domestic corporations and related persons engaged in these transactions. The number of large domestic corporations that were 25 percent or more foreign-owned. Excel Tables: 1 XLS, 2 XLS, 3 XLS Related Link: Transactions of F-O Corporations Statistics Unrelated Business Income Tax Returns, 2002: Financial Highlights and Special Analyses of Exempt-Organization Reporting Quality PDF (PDF) Article by Margaret Riley, SOI The number of tax-exempt organizations filing Forms 990-T, Exempt Organization Business Income Tax Returns, decreased only slightly between Tax Years 2001 and 2002, from 35,540 to 35,103. However, 2002 marked the fourth consecutive year of declining filings of Forms 990-T to report "unrelated business income" (UBI) and taxes. From Tax Year 1998 to Tax Year 2002, the number of organizations filing Forms 990-T dropped nearly 25 percent. Excel Tables: 1 XLS, 2 XLS, 3 XLS, 4 XLS, 5 XLS, 6 XLS, 7 XLS Related Link: Exempt Organizations: Unrelated Business Income Statistics Link: Historical Tables and Appendix
