SOI Tax Stats - SOI Bulletin: Winter 2013

 

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Statistics of Income (SOI) Bulletin - Winter 2013 PDF (entire publication in PDF)

Featured articles

Individual Income Tax Returns, Preliminary Data, 2011 PDF
by Jessica Holland and Michael Parisi

For Tax Year 2011, taxpayers filed 145.6 million U.S. individual income tax returns, an increase of 1.9 percent from the 142.9 million returns filed for Tax Year 2010. Continuing the trend from Tax Year 2010, adjusted gross income (AGI) and several other notable items increased in 2011.

Excel Tables: 1 XLS

Related Link: Individual Income Tax Returns

Individual Income Tax Rates and Shares, 2010 PDF
by Adrian Dungan and Michael Parisi

Of the 142.9 million individual tax returns filed in tax year 2010, 84.5 million (or 59.1 percent) were classified as taxable returns or returns with a total income tax greater than $0. Adjusted gross income (AGI) for taxable returns was nearly $7.25 trillion, and total income tax was $952 billion.

Excel Tables: 1 XLS,  2 XLS,  3 XLS,  4a XLS,  4b XLS,  5 XLS,  6 XLS,  7 XLS,  8 XLS

Related Link: Individual Income Tax Rates and Tax Shares

Individual Noncash Charitable Contributions, 2010 PDF
by Pearson Liddell and Janette Wilson

For tax year 2010, 7.3 million individual taxpayers reported a total of $34.9 billion in deductions for noncash charitable contributions.

Excel Tables: 1 XLS,  2 XLS,  3 XLS,  4 XLS,  5 XLS

Related Link: Special Studies on Individual Tax Return Data

Split-Interest Trusts, Filing Year 2011 PDF
by Lisa Schreiber Rosenmerkel

Charitable remainder trusts, charitable lead trusts, and pooled income funds reported $9.7 billion in gross income, and $118.1 billion in end-of-year assets.

Excel Tables:  1 XLS, 2 XLS, 3 XLS, 4 XLS, 5 XLS, 6 XLS, 7 XLS, 8 XLS, 9 XLS, 10 XLS, 11 XLS

Related Link: Split-Interest Trust Statistics

Domestic Private Foundations and Related Excise Taxes, Tax Year 2009 PDF
by Cynthia Belmonte

For tax year 2009, domestic private foundations reported $588.5 billion in total assets and $52.2 billion in total revenue. These foundations distributed $40.9 billion in contributions, gifts, and grants to the charitable sector.

Excel Tables:  1 XLS, 2 XLS, 3 XLS, 4 XLS

Related Link: Domestic Private Foundation and Charitable Trust Statistics

Controlled Foreign Corporations, 2008 PDF
by Lee Mahony and Randy Miller

For tax year 2008, foreign corporations controlled by U.S. multinational corporations held $14.5 trillion in assets and reported receipts of $6.0 trillion.

Excel Tables:

Related Link: Controlled Foreign Corporations

Departments

In the next issue

The following articles are tentatively planned for inclusion in the spring 2013 issue of the Statistics of Income Bulletin, scheduled to be published in May 2013:

  • High-income tax returns for 2010;
  • Sales of capitol assets, 2008 and 2009;
  • Nonresident alien estate tax returns, 2011;
  • Unrelated business income tax returns, 2009; and
  • Municipal bonds, 2010.

Historical Tables and Appendix