SOI Tax Stats - SOI Bulletin: Fall 2019


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High-Income Tax Returns, Tax Year 2016PDF
By Justin Bryan
This annual study provides detailed data on individual income tax returns with adjusted gross income or expanded income greater than $200,000. It also looks at high-income, nontaxable returns (HINTs), and the reason for nontaxability. For 2016, there were over 6.9 million individual income tax returns with an expanded income of $200,000 or more, accounting for 4.6 percent of all returns for the year. Of these, 12,910 returns had no worldwide income tax liability. This was a 17.9-percent increase over the number of returns with no worldwide income tax liability for 2015, and the second increase in a row after 5 years of decreases.

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Related Link: Individual High Income Tax Returns

Individual Noncash Charitable Contributions, Tax Year 2017PDF
By Christopher Williams and Janette Wilson
The number of individual returns filed by taxpayers with a Form 8283 attached increased 2.6 percent, from 8.7 million for Tax Year 2016 to 8.9 million for Tax Year 2017. Total donations increased 14.4 percent for 2017, up from $73.6 billion for the previous year. Corporate stock donations increased 19.9 percent, from $32.7 billion for 2016 to $39.2 billion for 2017, while other investments more than doubled to $5.0 billion. Of the $84.3 billion in noncash donations reported, nearly half went to foundations ($23.7 billion or 28.2 percent of the total) and large charitable organizations ($15.7 billion or 18.6 percent of the total).

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Related Link: Individual Noncash Charitable Contributions

Partnership Returns, Tax Year 2017PDF
By Ron DeCarlo and Nina Shumofsky
The number of partnerships in the United States continued to increase for Tax Year 2017. Partnerships filed more than 3.9 million returns for the year, representing more than 27 million partners. The real estate and leasing sector contained almost half of all partnerships (49.5 percent) and nearly a third of all partners (31.1 percent).

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Related Link: Partnership Statistics