Return to the Statistics of Income Affordable Care Act Statistics home page ACA Data from Individuals These tables present information from samples of individual income tax returns, which represent the population of Forms 1040, 1040A, and 1040EZ, including electronic returns. Below are selected tables that include ACA Individual data. Individual Income Tax Returns Complete Report The Statistics of Income (SOI) Individual Complete Report Publication contains complete individual income tax data. The statistics are based on a sample of individual income tax returns, selected before audit, which represents a population of Forms 1040, 1040A, and 1040EZ, including electronic returns. The report contains data on sources of income, adjusted gross income, exemptions, deductions, taxable income, income tax, modified taxable income, tax credits, self-employment tax, and tax payments. Tax Year 2014 Tables - 1.4XLS, 1.4CVXLS, 1.5XLS, 2.1XLS, 2.1CVXLS, 2.6XLS, 2.7XLS, 3.1XLS, 3.3XLS, 3.3CVXLS, 3.7XLS, Table AXLSAdditional, detailed information to assist users with the ACA data presented below can be found in our ACA Statistics Data Reference GuidePDF. Tax Year 2015 Tables - 1.4XLS, 1.4CVXLS, 1.5XLS, 2.1XLS, 2.1CVXLS, 2.6XLS, 2.7XLS, 3.1XLS, 3.3XLS, 3.3CVXLS, 3.7XLS, Table AXLSAdditional, detailed information to assist users with the ACA data presented below can be found in our ACA Statistics Data Reference GuidePDF. Individual Income Tax Returns Preliminary Data These data represent estimates of income and tax items based on a sample of individual income tax returns filed between January and late September of a given processing year. These returns are then weighted to represent a full year of taxpayer reporting. In general, some of the returns processed during the remainder of the year may have somewhat different characteristics compared to these earlier ones. Therefore, these preliminary data are best utilized by comparisons made to the preliminary estimates from the prior year. When available, the estimates from the Complete Year Data should be used in place of the preliminary data. Tax Year 2014 Tax Year 2015 Table 1XLS & Individual Income Tax Returns, Preliminary Data ArticlePDFTable 1XLS Additional, detailed information to assist users with the ACA data presented below can be found in our ACA Statistics Data Reference GuidePDF. Individual Income Tax Returns, Line Item Estimates The Individual Income Tax Returns, Line Item Estimates publication contains the estimates of frequencies of the entries on the lines of the forms and schedules filed with individual tax returns as shown in the Statistics of Income (SOI) Individual Complete Report (Publication 1304). This publication includes corresponding dollar amounts of selected lines filed in concurrence with the number of returns filed. Tax Year 2014PDF Additional, detailed information to assist users with the ACA data presented below can be found in our ACA Statistics Data Reference GuidePDF. Tax Year 2015PDF Additional, detailed information to assist users with the ACA data presented below can be found in our ACA Statistics Data Reference GuidePDF. Form 8965, Health Coverage Exemptions DataXLS The Form 8965 was used by a taxpayer to report a coverage exemption granted by the Marketplace or to have claimed a coverage exemption on their tax return. This table presents information on the exemptions claimed on the Form 8965. In addition to the number of exemptions claimed on the form, data is presented on the Types of Coverage exemptions. Tax Years 2014, 2015, and Preliminary 2016 Historic Table 2 (State Data) Selected individual income and tax data, by State and Size of Adjusted Gross Income. Tax Year 2014 Additional, detailed information to assist users with the ACA data presented below can be found in our ACA Statistics Data Reference GuidePDF. Tax Year 2015 Additional, detailed information to assist users with the ACA data presented below can be found in our ACA Statistics Data Reference GuidePDF. Zip Code Data ZIP Code data show selected income and tax items classified by State, ZIP Code, and size of adjusted gross income. Data are based on individual income tax returns filed with the IRS. Tax Year 2014 Additional, detailed information to assist users with the ACA data presented below can be found in our ACA Statistics Data Reference GuidePDF. Tax Year 2015 Additional, detailed information to assist users with the ACA data presented below can be found in our ACA Statistics Data Reference GuidePDF. County Data SOI bases its county income data on the addresses reported on individual income tax returns filed with the IRS. Data are presented by county (including State totals). Tax Year 2014 Additional, detailed information to assist users with the ACA data presented below can be found in our ACA Statistics Data Reference GuidePDF. Tax Year 2015 Additional, detailed information to assist users with the ACA data presented below can be found in our ACA Statistics Data Reference GuidePDF. Amount of Refunds Issued, Including Interest, by StateXLS Table 8 in the IRS Data Book shows the amount of refunds issued for Advanced Premium Tax Credit and Cost Sharing Reduction. Beginning in the 2015 IRS Data Book, the table includes the refund amount for the Basic Health Program. Fiscal Year 2014 Fiscal Year 2015 Fiscal Year 2016 Table 8XLSTable 8XLSTable 8XLSAdditional, detailed information to assist users with the ACA data presented below can be found in our ACA Statistics Data Reference GuidePDF. Back to Top
