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

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On this page you will find a complete list of tables from various sources and publications 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 &quotincome subject to tax&quot, 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 Excluding Dependents - AGI is &quottotal income&quot, as defined by the tax code, less &quotstatutory adjustments&quot.
  • Individual Income Tax Returns &quot1979 Income Concept&quot Income Excluding Dependents - The &quot1979 Income Concept&quot 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: 2012  2011  2010   2009  2008  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: 2011   2010   2009   2008   2007   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: 2012   2011   2010   2009   2008   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: 2011   2010   2009   2008   2007   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: 2012   2011   2010   2009   2008   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: 2011   2010   2009   2008   2007   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: 2011 4a   2011 4b   2010 4a   2010 4b   2009 4a   2009 4b   2008 4a   2008 4b   2007 4a   2007 4b   2006   2005   2004   2003   2002   2001   2000   1999   1998   1997   1996   1995
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Individual Income Tax Returns Excluding Dependents

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: 2001-2011
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: 2001-2011

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Individual Income Tax Returns with Positive Adjusted Gross Income (AGI) Classified by Tax Percentile

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: 1986–2009
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: 1986–2009
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 Expanded Descending Cumulative Percentiles of Returns Based on Income Size Using the Definition of AGI for Each Year, Table 3
Tax Years: 2001–2009
        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

 

All Individual Income Tax Returns Excluding Dependents 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: 2001–2011
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: 2001–2011
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 Expanded Descending Cumulative Percentiles of Returns Based on Income Size Using the Definition of AGI for Each Year, Table 3
Tax Years: 2001–2011
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Individual Income Tax Returns with "1979 Income Concept" Income Excluding Dependents

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: 2001-2011
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: 2001-2011
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Page Last Reviewed or Updated: 22-Aug-2014