SOI Tax Stats - SOI Bulletin: Winter 2005-2006

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

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.

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.

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

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.

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