SOI Tax Stats - Individual time series statistical tables

 

A complete list of tables from various sources and publications which show data across a series of years.

All tables are available as Microsoft Excel® files. A free Excel viewer is available for download, if needed.

The tables are grouped into the following categories:

Individual income tax returns excluding dependents

Data presented Classified by Tax years
Table 4.1: Number of Returns, Shares of AGI and Total Income Tax, AGI Floor on Percentiles in Current and Constant Dollars, and Average Tax Rates Selected Descending Cumulative Percentiles of Returns Based on Income Size Using the Definition of AGI for Each Year 1990–2022 XLS
Table 4.2: Number of Returns, Shares of AGI and Total Income Tax, and Average Tax Rates Selected Descending Cumulative Percentiles of Returns Based on Income Size Using the Definition of AGI for Each Year 1990–2022 XLS
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Individual income tax returns with positive "1979 income concept" income excluding dependents

Data presented Classified by Tax years
Table 7. All Individual Returns with "1979 Income Concept" Income Excluding Dependents: Number of Returns, Shares of Income and Total Income Tax, Income Floor on Percentiles in Current and Constant Dollars, and Average Tax Rates, by Selected Descending Cumulative Percentiles of Returns Based on Income Size Selected Descending Cumulative Percentiles of Returns Based on Income Size 2001-2011 XLS
Table 8. All Individual Returns with "1979 Income Concept" Income Excluding Dependents: Number of Returns, Shares of Income and Total Income Tax, and Average Tax Rates, by Selected Ascending Cumulative Percentiles of Returns Based on Income Size Selected Ascending Cumulative Percentiles of Returns Based on Income Size 2001-2011 XLS

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Selected income and tax items from inflation-indexed individual tax returns

Data presented Classified by Tax years
Tables 1a-1o. All Returns: Sources of Income, Adjustments, and Tax Items in Constant 1990 Dollars Size of Real Adjusted Gross Income 2004 XLS 2003 XLS 2002 XLS 2001 XLS 2000 XLS 1999 XLS 1998 XLS 1997 XLS 1996 XLS 1995 XLS 1994 XLS 1993 XLS 1992 XLS 1991 XLS 1990 XLS
Table 4.2: Number of Returns, Shares of AGI and Total Income Tax, and Average Tax Rates Selected Descending Cumulative Percentiles of Returns Based on Income Size Using the Definition of AGI for Each Year 2004 XLS 2003 XLS 2002 XLS 2001 XLS 2000 XLS 1999 XLS 1998 XLS 1997 XLS 1996 XLS 1995 XLS 1994 XLS 1993 XLS 1992 XLS 1991 XLS 1990 XLS

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Selected income and tax items in current and constant dollars

Data presented Classified by Tax years
Table A. All Individual Income Tax Returns: Selected Income and Tax Items in Current and Constant 1990 Dollars Tax Years 1990-2022 XLS

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Selected itemized deductions, Schedule A

Data presented Classified by Tax years
Table 1. Individual Income Tax Returns, Selected Deductions Tax Years 1990-2001 XLS

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The 400 individual income tax returns reporting the highest adjusted gross income each year

Data presented Classified by Tax years
Tables 1–4: The 400 Individual Income Tax Returns Reporting the Largest Adjusted Gross Incomes Each Year Tax Years 1992-2009 PDF

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Individual income tax returns with salaries and wages reported on forms W-2

Data presented Classified by Tax years
Table 1. Returns with Salaries and Wages Reported on Forms W-2: Total and Average Salaries and Wages, by Filing Status and Sex of Taxpayers Filing Status, Sex of Taxpayers 1969-1999 XLS
Table 2. Tax Return Filers with Salaries and Wages from Forms W-2, by Size of Adjusted Gross Income, Filing Status, and Gender Size of Adjusted Gross Income, Marital Status, Gender 1969-1999 XLS

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Sources of income and tax items 1913-2005

Data presented Classified by Tax years
Table 1. All Individual Income Tax Returns: Sources of Income and Tax Items (in Current Dollars) Tax Years 1913-2005 XLS
Table 1A. All Individual Income Tax Returns: Sources of Income and Tax Items (in Constant Dollars) Tax Years 1913-2005 XLS

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Selected historical data

Data presented Classified by Published as
Historical Table 21. Selected Returns and Forms Filed or To Be Filed Type During Specified Calendar Years SOI Bulletin Historical Table 21
Historical Table 23. U.S. Individual Income Tax: Personal Exemptions and Lowest and Highest Bracket Tax Rates, and Tax Base for Regular Tax Tax Years SOI Bulletin Historical Table 23
Historical Table 4. Comparison of Personal Income in the National Income and Product Accounts (NIPA) with Adjusted Gross Income (AGI), for Specified Tax Years Tax Years SOI Bulletin Historical Table 4
Historical Table 1. Individual Income Tax Returns: Selected Income and Tax Items for Specified Tax Years Tax Years SOI Bulletin Historical Table 1
Historical Table 9. Number of Individual Income Tax Returns, by Type of Tax Settlement Type of Tax Settlement SOI Bulletin Historical Table 9
Historical Table 3. Number of Individual Income Tax Returns, Income, Exemptions and Deductions, Tax, and Average Tax, by Size of Adjusted Gross Income Size of Adjusted Gross Income SOI Bulletin Historical Table 3
Table 1. U.S. Individual Income Tax: Personal Exemptions and Lowest and Highest Bracket Tax Rates, and Tax Base for Regular Tax Tax Years SOI Bulletin Article: Personal Exemptions and Individual Income Tax, Tax Years 1913–2002 PDF
Historical Table 5. Personal Income and Total Adjusted Gross Income Based on Accounts (NIPA) Tax Years SOI Bulletin Historical Table 5
Historical Table 8. Personal Income per National Income and Product Accounts (NIPA), and Individual Taxable Income and Total Income Tax per Statistics of Income (SOI) Tax Years SOI Bulletin Historical Table 8
Historical Table 7. Standard, Itemized, and Total Deductions Reported on Individual Income Tax Returns Tax Years SOI Bulletin Historical Table 7
Historical Table 22. Number of Taxpayers Using Paid Preparers Tax Years SOI Bulletin Historical Table 22

Historical Table 6. Total Adjusted Gross Income Estimated From National Income and Product Accounts (NIPA) and as Reported on Individual Income Tax Returns per Statistics of Income (SOI)

Tax Years SOI Bulletin Historical Table 6

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