SOI Tax Stats - Individual Statistical Tables by Size of Adjusted Gross Income

 

 

Below is a complete list of tables from various sources and publications which are classified by size of Adjusted Gross Income.

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 Filed and Sources of Income

Data Presented Classified By Tax Years
All Returns: Selected Income and Tax Items. Published as: Individual Complete Report (Publication 1304), Table 1.1 Size and Accumulated Size of Adjusted Gross Income 2021 XLS 2020 XLS  2019 XLS  2018 XLS  2017 XLS  2016 XLS   2015 XLS  2014 XLS  2013 XLS  2012 XLS  2011 XLS  2010 XLS  2009 XLS  2008 XLS  2007 XLS  2006 XLS  2005 XLS  2004 XLS  2003 XLS  2002 XLS  2001 XLS  2000 XLS  1999 XLS  1998 XLS  1997 XLS  1996 XLS
All Returns: Adjusted Gross Income, Exemptions, Deductions, and Tax Items. Published as: Individual Complete Report (Publication 1304), Table 1.2 Size of Adjusted Gross Income and Marital Status 2021 XLS 2020 XLS  2019 XLS  2018 XLS  2017 XLS  2016 XLS  2015 XLS  2014 XLS  2013 XLS  2012 XLS  2011 XLS  2010 XLS  2009 XLS  2008 XLS  2007 XLS  2006 XLS  2005 XLS  2004 XLS  2003 XLS  2002 XLS  2001 XLS  2000 XLS  1999 XLS  1998 XLS  1997 XLS  1996 XLS
All Returns:  Sources of Income, Adjustments Deductions and Exemptions, and Tax Items. Published as: Individual Complete Report (Publication 1304), Table 1.4 Size of Adjusted Gross Income 2021 XLS  2020 XLS  2019 XLS  2018 XLS  2017 XLS  2016 XLS  2015 XLS  2014 XLS  2013 XLS  2012 XLS  2011 XLS  2010 XLS  2009 XLS  2008 XLS  2007 XLS  2006 XLS  2005 XLS 2004 XLS  2003 XLS  2002 XLS  2001 XLS  2000 XLS  1999 XLS  1998 XLS  1997 XLS  1996 XLS  1995 XLS  1994 XLS  1993 XLS
All Returns: Sources of Income, Adjustments, Deductions and Exemptions, by Size of Adjusted Gross Income. Published as: SOI Bulletin article - Individual Income Tax Returns, Table 1 Size of Adjusted Gross Income 2011 XLS  2010 XLS  2009 XLS  2008 XLS  2007 XLS  2006 XLS  2005 XLS  2004 XLS 
2003 XLS  2002 XLS  2001 XLS  2000 XLS  1999 XLS  1998 XLS  1997 XLS  1996 XLS  1995 XLS
Returns with Income or Loss from Sales of Capital Assets Reported on Form1040, Schedule D. Published as: Individual Complete Report (Publication 1304), Table 1.4A Size of Adjusted Gross Income 2021 XLS 2020 XLS  2019 XLS  2018 XLS  2017 XLS  2016 XLS  2015 XLS  2014 XLS  2013 XLS  2012 XLS
All Returns:  Number of Returns. Published as: Individual Complete Report (Publication 1304), Table 1.6 Size of Adjusted Gross Income, Marital Status, and Age of Taxpayer 2021 XLS 2020 XLS  2019 XLS  2018 XLS  2017 XLS  2016 XLS  2015 XLS  2014 XLS  2013 XLS  2012 XLS  2011 XLS  2010 XLS  2009 XLS  2008 XLS
All Dependent Returns: Sources of Income, Adjustments, Deductions, Credits, and Tax Items. Published as: Individual Complete Report (Publication 1304), Table 1.7 Size of Adjusted Gross Income 2021 XLS 2020 XLS  2019 XLS  2018 XLS  2017 XLS  2016 XLS  2015 XLS  2014 XLS  2013 XLS  2012 XLS

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Individual Income Tax Returns with Exemptions and Itemized Deductions

Data Presented Classified By Tax Years
Individual Income Tax Returns with Itemized Deductions: Sources of Income, Adjustments, Itemized Deductions by Type, Exemptions, and Tax Items. Published as: Individual Complete Report (Publication 1304), Table 2.1 Size of Adjusted Gross Income 2021 XLS  2020 XLS  2019 XLS  2018 XLS  2017 XLS  2016 XLS  2015 XLS  2014 XLS  2013 XLS  2012 XLS  2011 XLS  2010 XLS  2009 XLS  2008 XLS  2007 XLS  2006 XLS  2005 XLS 2004 XLS  2003 XLS  2002 XLS  2001 XLS  2000 XLS  1999 XLS  1998 XLS  1997 XLS  1996 XLS  1995 XLS  1994 XLS  1993 XLS
Returns with Itemized Deductions: Itemized Deductions by Type and by Size of Adjusted Gross Income. Published as: SOI Bulletin article - Individual Income Tax Returns, Table 3 Type and Size of Adjusted Gross Income 2011 XLS  2010 XLS  2009 XLS  2008 XLS  2007 XLS  2006 XLS  2005 XLS  2004 XLS 
2003 XLS  2002 XLS  2001 XLS  2000 XLS  1999 XLS  1998 XLS  1997 XLS  1996 XLS  1995 XLS
All Returns:  Exemptions by Type and Number of Exemptions. Published as: Individual Complete Report (Publication 1304), Table 2.3 Size of Adjusted Gross Income 2017 XLS 2016 XLS  2015 XLS  2014 XLS  2013 XLS  2012 XLS  2011 XLS  2010 XLS  2009 XLS  2008 XLS  2007 XLS  2006 XLS  2005 XLS 2004 XLS  2003 XLS  2002 XLS  2001 XLS  2000 XLS  1999 XLS  1998 XLS  1997 XLS  1996 XLS
Individual Income Tax Returns with Earned Income Credit. Published as: Individual Complete Report (Publication 1304), Table 2.5 Size of Adjusted Gross Income 2021 XLS 2020 XLS  2019 XLS  2018 XLS  2017 XLS  2016 XLS  2015 XLS  2014 XLS  2013 XLS  2012 XLS  2011 XLS  2010 XLS  2009 XLS  2008 XLS  2007 XLS  2006 XLS  2005 XLS 2004 XLS  2003 XLS  2002 XLS  2001 XLS  2000 XLS  1999 XLS  1998 XLS  1997 XLS  1996 XLS
Returns with Earned Income Credit, by Size of Adjusted Gross Income. Published as: SOI Bulletin article - Individual Income Tax Returns, Table 4 Size of Adjusted Gross Income 2011 XLS  2010 XLS  2009 XLS  2008 XLS  2007 XLS  2006 XLS  2005 XLS  2004 XLS  2003 XLS  2002 XLS  2001 XLS  2000 XLS  1999 XLS  1998 XLS  1997 XLS  1996 XLS  1995 XLS
All Returns:  Affordable Care Act Items. Published as: Individual Complete Report (Publication 1304), Table 2.7 Size of Adjusted Gross Income 2021 XLS 2020 XLS  2019 XLS  2018 XLS  2017 XLS  2016 XLS  2015 XLS  2014 XLS

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Individual Income Tax Returns with Tax Computation

Data Presented Classified By Tax Years
Returns with Modified Taxable Income:  Adjusted Gross Income and Tax Items. Published as: Individual Complete Report (Publication 1304), Table 3.1 Size of Adjusted Gross Income and Type of Tax Computation 2021 XLS 2020 XLS  2019 XLS  2018 XLS  2017 XLS  2016 XLS  2015 XLS  2014 XLS  2013 XLS  2012 XLS  2011 XLS  2010 XLS  2009 XLS  2008 XLS  2007 XLS  2006 XLS  2005 XLS 2004 XLS  2003 XLS  2002 XLS  2001 XLS  2000 XLS  1999 XLS  1998 XLS  1997 XLS  1996 XLS
Returns with Form 8615 Tax Computation:  Tax Items. Published as: Individual Complete Report (Publication 1304), Table 3.1A Size of Adjusted Gross Income and Type of Tax Computation 2021 XLS 2020 XLS  2019 XLS  2018 XLS  2017 XLS  2016 XLS  2015 XLS  2014 XLS  2013 XLS  2012 XLS  2011 XLS  2010 XLS  2009 XLS  2008 XLS
Individual Income Tax Returns with Total Income Tax:  Total Income Tax as a Percentage of Adjusted Gross Income. Published as: Individual Complete Report (Publication 1304), Table 3.2 Size of Adjusted Gross Income and Selected Marital Status 2021 XLS 2020 XLS  2019 XLS  2018 XLS  2017 XLS  2016 XLS  2015 XLS  2014 XLS  2013 XLS  2012 XLS  2011 XLS  2010 XLS  2009 XLS  2008 XLS  2007 XLS  2006 XLS  2005 XLS 2004 XLS  2003 XLS  2002 XLS  2001 XLS  2000 XLS  1999 XLS  1998 XLS  1997 XLS  1996 XLS
All Returns:  Tax Liability, Tax Credits, and Tax Payments. Published as: Individual Complete Report (Publication 1304), Table 3.3 Size of Adjusted Gross Income 2021 XLS  2020 XLS  2019 XLS  2018 XLS  2017 XLS  2016 XLS  2015 XLS  2014 XLS  2013 XLS  2012 XLS  2011 XLS  2010 XLS  2009 XLS  2008 XLS  2007 XLS  2006 XLS  2005 XLS 2004 XLS  2003 XLS  2002 XLS  2001 XLS  2000 XLS  1999 XLS  1998 XLS  1997 XLS  1996 XLS
All Returns: Tax Liability, Tax Credits, and Tax Payments, by Size of Adjusted Gross Income. Published as: SOI Bulletin article - Individual Income Tax Returns, Table 2 Size of Adjusted Gross Income 2011 XLS  2010 XLS  2009 XLS  2008 XLS  2007 XLS  2006 XLS  2005 XLS  2004 XLS  2003 XLS  2002 XLS  2001 XLS  2000 XLS  1999 XLS  1998 XLS  1997 XLS  1996 XLS  1995 XLS
Returns with Modified Taxable Income:  Tax Generated. Published as: Individual Complete Report (Publication 1304), Table 3.5 Size of Adjusted Gross Income and Tax Rate 2021 XLS 2020 XLS  2019 XLS  2018 XLS  2017 XLS  2016 XLS  2015 XLS  2014 XLS  2013 XLS  2012 XLS  2011 XLS  2010 XLS  2009 XLS  2008 XLS  2007 XLS  2006 XLS  2005 XLS 2004 XLS  2003 XLS  2002 XLS  2001 XLS  2000 XLS  1999 XLS  1998 XLS  1997 XLS  1996 XLS
All Individual Income Tax Returns: Tax Generated, by Tax Rate and by Size of Adjusted Gross Income. Published as: SOI Bulletin article - Individual Income Tax Rates and Tax Shares, Table 2 Tax Rate and by Size of Adjusted Gross Income 2011 XLS  2010 XLS  2009 XLS  2008 XLS  2007 XLS  2006 XLS  2005 XLS  2004 XLS  2003 XLS  2002 XLS  2001 XLS  2000 XLS  1999 XLS  1998 XLS  1997 XLS  1996 XLS  1995 XLS
Returns with Modified Taxable Income:  Tax Classified by Type of Tax Computation and by Size of Adjusted Gross Income. Published as: SOI Bulletin article - Individual Income Tax Rates and Tax Shares, Table 4 Size of Adjusted Gross Income and Type of Tax Computation 2011 4a XLS  2011 4b XLS  2010 4a XLS  2010 4b XLS  2009 4a XLS  2009 4b XLS  2008 4a XLS  2008 4b XLS  2007 4a XLS  2007 4b XLS  2006 XLS  2005 XLS  2004 XLS  2003 XLS  2002 XLS  2001 XLS  2000 XLS  1999 XLS  1998 XLS  1997 XLS  1996 XLS  1995 XLS

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Taxpayers with IRA Plans

Data Presented Classified By Tax Years
Taxpayers with Individual Retirement Arrangement (IRA) Plans, by Size of Adjusted Gross Income. Published as: SOI Bulletin article - Accumulation and Distribution of Individual Retirement Arrangements, Tables 2 or 7 Size of Adjusted Gross Income 2004 XLS  2002 XLS  2001 XLS  2000 XLS
Taxpayers with Individual Retirement Arrangement (IRA) Plans, by Type of Plan and by Size of Adjusted Gross Income. Published as: SOI Bulletin article - Accumulation and Distribution of Individual Retirement Arrangements, Tables 3 or 8 Size of Adjusted Gross Income and Type of Plan 2004 XLS  2002 XLS  2001 XLS  2000 XLS

Individual Income Tax:  Income by Gender and Age from Information Returns

Data Presented Classified By Tax Years
All Returns and Joint Returns:  Selected Tax Return and Information Return Items. Published as: SOI Bulletin article - Income by Gender and Age from Information Returns, Table 1 Size of Adjusted Gross Income 1998 XLS
Non-joint Returns:  Selected Tax Return and Information Return Items. Published as: SOI Bulletin article - Income by Gender and Age from Information Returns, Table 2 Size of Adjusted Gross Income 1998 XLS
Joint Returns with Salaries and Wages from Form W-2:  Husband's Wages as a Percent of Total Wages. Published as: SOI Bulletin article - Income by Gender and Age from Information Returns, Table 5 Size of Adjusted Gross Income 1998 XLS
Number of Taxpayers and Selected Income Items. Published as: SOI Bulletin article - Income by Gender and Age from Information Returns, Table 6 Size of Adjusted Gross Income and Age of Taxpayer 1998 XLS

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Other Tables

Data Presented Classified By Tax Years
Number of Individual Income Tax Returns, Income, Exemptions and Deductions, Tax, and Average Tax Size of Adjusted Gross Income

SOI Bulletin Historical Table 3

Individual Income and Tax Data

(Notes:  Data are also available by State and size of adjusted gross income.  The data for Tax Year 2000 do not include TY 2000 returns that were filed after December 31, 2001, for those taxpayers who were granted an additional extension of time to file because of the events of September 11, 2001.)

Size of Adjusted Gross Income SOI Bulletin Historical Table 2 (U.S. total)
Individual Income Tax Returns, by State. Published as: SOI Bulletin Article - Individual Income Tax Returns, by State PDF Size of Adjusted Gross Income and State 2007 XLS
Tax Return Filers with Salaries and Wages from Forms W-2. Published as: SOI Bulletin article - Comparing Salaries and Wages of Women Shown on Forms W-2 to Those of Men, Table 2 Size of Adjusted Gross Income, Filing Status, and Gender 1969–1999 XLS
Individual Income Tax Returns with Short-term and Long-term Capital Gains and Losses. Published as: SOI Bulletin article - Sales of Capital Assets Reported on Individual Tax Returns, Tables 2a - 2e Size of Adjusted Gross Income and Selected Asset Type 2012 XLS  2011 XLS  2010 XLS  2009 XLS  2008 XLS  2007 XLS  1999 XLS  1998 XLS  1997 XLS  1985 XLS
Farm Proprietorships. Published as: SOI Bulletin article - Farm Proprietorships, Tables 3, 6, 7 Size of Adjusted Gross Income Table 3 XLS  Table 6 XLS  Table 7 XLS
Taxpayers with Noncash Charitable Contributions. Published as: SOI Bulletin article - Individual Noncash Contributions, Table 1 Size of Adjusted Gross Income and Donation Type Individual Noncash Charitable Co ntributions
Taxpayers with Noncash Charitable Contributions. Published as: SOI Bulletin article - Individual Noncash Contributions, Table 2 Size of Adjusted Gross Income and Donee Type Individual Noncash Charitable Co ntributions

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