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SOI Tax Stats - SOI Bulletin: Winter 2009

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Statistics of Income (SOI) Bulletin - Winter 2009
(entire publication in PDF)

Individual Income Tax Rates and Shares, 2006
by Kyle Mudry and Justin Bryan, SOI

For Tax Year 2006, taxpayers filed 138.4 million individual income tax returns, of which 92.7 million, or 67.0 percent, were classified as taxable returns. A taxable return is a return on which the taxpayer reports total income tax greater than zero dollars. This represents an increase of 2.4 percent in the number of taxable returns since 2005. Adjusted gross income (AGI) on taxable returns rose 8.5 percent to $7,439 billion for 2006, while total income tax rose 9.5 percent to $1,024 billion. The average tax rate for taxable returns rose approximately 0.2 percentage points to 13.8 percent for 2006.

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1, 2, 3, 4, 5, 6,
7, 8

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Split-Interest Trusts, Filing Year 2007
by Lisa Schreiber

In Filing Year 2007, some 123,659 entities filed Form 5227, Split-Interest Trust Information Return. Reported total net income was $12.2 billion, an increase of 22.1 percent over that reported in Filing Year 2006. Total accumulations, including ordinary income, short-term and long-term capital gains, and nontaxable income, also increased, from $66.3 billion in 2006 to $73.1 billion in 2007.

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Unrelated Business Income Tax Returns, 2005
by Melissa Ludlum

Charitable and other types of tax-exempt organiza-tions reported more than $10 billion in gross unrelated business income on Form 990-T, Exempt Organization Business Income Tax Return, for Tax Year 2005. Between 2004 and 2005, total unrelated business income tax liability increased by 49 percent to $543.3 million.

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Foreign Recipients of U.S. Income, 2005
by Scott Luttrell

During Tax Year 2005, foreign persons received $378.4 billion in U.S.-source income and $333.2 billion, or 88.0 percent, was exempt from withholding taxes. For 2005, interest payments ($211.8 billion) accounted for 56.0 percent of total income paid to foreign recipients. Dividends and notional principal contract income combined accounted for $113.5 billion, or 30.0 percent of total income. Rents and royalties accounted for $21.5 billion, or 5.7 percent of total income.

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Projections of Federal Tax Return Filings: Calendar Years 2008-2015
by Jeff Matsuo

For Calendar Year (CY) 2009, the Internal Revenue Service (IRS) Office of Research projects that taxpayers will file 240 million Federal tax returns and supplemental documents. This number, which includes individual, corporation, partnership, and estate tax returns, as well as applications for extension of time to file and amended returns, among others, represents a decrease of 4.3 percent from estimated return filings of 250.8 million for CY 2008.

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Allocations: A Behind the Scenes Look at Data Movements Within SOI Corporate Editing
by Marty Harris

Allocation, the identification and movement of taxpayer-reported data items to other, more specific items or categories, is one of many statistical processes that the Statistics of Income (SOI) Division applies to U.S. corporate income tax returns selected for the SOI sample, which includes Forms 1120, 1120A, 1120S, 1120F, 1120L, 1120PC, 1120 RIC, and 1120 REIT. Allocation is key to enriching SOI corporation data that are used by tax policy and other researchers. Without it, corporate data would be subject to significant overstatement or understatement.

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Link: Historical Tables and Appendix

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Page Last Reviewed or Updated: 23-Apr-2013