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SOI Tax Stats - Individual Statistical Tables by Tax Rate and Income Percentile

 

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A complete list of tables from various sources and publications which are classified by tax rate and income percentile.

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 with Modified Taxable Income - MTI is a term used to describe "income subject to tax", the actual base on which tax is computed. For current-year returns, MTI is identical to taxable income. For prior-year returns, taxable income is modified to equal an amount necessary to generate the tax actually shown on these returns using current-year rates.
  • Individual Income Tax Returns with Positive Adjusted Gross Income (AGI) - AGI is "total income", as defined by the tax code, less "statutory adjustments".
  • Individual Income Tax Returns with Positive "1979 Income Concept" Income - The "1979 Income Concept" was developed to provide a more uniform measure of income across tax years. By including the same income and deduction items in each year's income calculation and using only items available on Federal individual income tax returns, the definition is consistent throughout the base years and can be used for future years to compare income by including only income components common to all years.


Individual Income Tax Returns with Modified Taxable Income

Tax Classified by Marginal Tax Rate
Classified by: Tax Rate and Filing Status
Published as: Individual Complete Report (Publication 1304), Table 3.4
Tax Years: 2007 2006 2005 2004 2003  2002  2001  2000  1999  1998  1997  1996
Published as: SOI Bulletin article - Individual Income Tax Rates and Tax Shares, Table 1
Tax Years: 2006   2005   2004 2003   2002  2001   2000   1999   1998   1997   1996   1995
Tax Generated
Classified by: Tax Rate and Size of Adjusted Gross Income
Published as: Individual Complete Report (Publication 1304), Table 3.5
Tax Years: 2007   2006   2005   2004   2003   2002  2001   2000   1999   1998   1997   1996
Published as: SOI Bulletin article - Individual Income Tax Rates and Tax Shares, Table 2
Tax Years: 2006   2005   2004   2003  2002   2001   2000   1999   1998   1997   1996   1995

 

Taxable Income and Tax, Classified by Marginal Tax Rate and by Filing Status

Classified by: Tax Rate and Filing Status
Published as: Individual Complete Report (Publication 1304), Table 3.6
Tax Years: 2007   2006   2005   2004   2003   2002   2001   2000   1999   1998   1997   1996
Published as: SOI Bulletin article - Individual Income Tax Rates and Tax Shares, Table 3
Tax Years: 2006   2005   2004  2003   2002   2001   2000   1999   1998   1997   1996   1995

 

Tax Classified by Type of Tax Computation and by Size of Adjusted Gross Income

Classified by: Type of Tax Computation and Size of Adjusted Gross Income
Published as: SOI Bulletin article - Individual Income Tax Rates and Tax Shares, Table 4
Tax Years: 2006   2005   2004  2003   2002   2001   2000   1999   1998   1997   1996   1995
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Individual Income Tax Returns with Positive Adjusted Gross Income (AGI)

Number of Returns, Shares of AGI and Total Income Tax, AGI Floor on Percentiles in Current and Constant Dollars, and Average Tax Rates
Classified by: Selected Descending Cumulative Percentiles of Returns Based on Income Size Using the Definition of AGI for Each Year
Published as: SOI Bulletin article - Individual Income Tax Rates and Tax Shares, Table 5
Tax Years:

1986 - 2006

Number of Returns, Shares of AGI and Total Income Tax, and Average Tax Rates
Classified by: Selected Ascending Cumulative Percentiles of Returns Based on Income Size Using the Definition of AGI for Each Year
Published as: SOI Bulletin article - Individual Income Tax Rates and Tax Shares, Table 6
Tax Years: 1986 - 2006

Number of Returns, Shares of AGI and Total Income Tax, and Average Tax Rates, by State

Classified by: Selected Descending Cumulative Percentiles of Returns Based on Income Size Using the Definition of AGI
Tax Years: 2006
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Individual Income Tax Returns with Positive Adjusted Gross Income (AGI)
Returns Classified by Tax Percentile - Early Release

Number of Returns, Shares of AGI and Total Income Tax, AGI Floor on Percentiles in Current and Constant Dollars, and Average Tax Rates
Classified by: Selected Descending Cumulative Percentiles of Returns Based on Income Size Using the Definition of AGI for Each Year, Table 1
Tax Years: 1986 - 2007
Number of Returns, Shares of AGI and Total Income Tax, and Average Tax Rates
Classified by: Selected Ascending Cumulative Percentiles of Returns Based on Income Size Using the Definition of AGI for Each Year, Table 2
Tax Years:

1986 - 2007

 

            Number of Returns, Shares of AGI and Total Income Tax, AGI Floor
            on Percentiles in Current and Constant Dollars, and Average Tax 
            Rates

            Classifed by:               Selected Expanded Descending Cumulative Percentiles
                                                  of Returns Based on Income Size Using the
                                                  Definition of AGI for Each Year, Table 3
            Tax Years:                   2001 - 2007  
         

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Individual Income Tax Returns with Positive "1979 Income Concept" Income

Number of Returns, Shares of Income and Total Income Tax, Income Floor on Percentiles in Current and Constant Dollars, and Average Tax Rates
Classified by: Selected Descending Cumulative Percentiles of Returns Based on Income Size
Published as: SOI Bulletin article - Individual Income Tax Rates and Tax Shares, Table 7
Tax Years: 1986 - 2006
Number of Returns, Shares of Income and Total Income Tax,  and Average Tax Rates
Classified by: Selected Ascending Cumulative Percentiles of Returns Based on Income Size
Published as: SOI Bulletin article - Individual Income Tax Rates and Tax Shares, Table 8
Tax Years: 1986 - 2006
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Page Last Reviewed or Updated: August 03, 2009