SOI Tax Stats – Individual Income Tax Returns Complete Report (Publication 1304) - Basic Tables Part 3

 

Basic Tables Part 3:  Tax Computation

Table 3.1:  Returns with Modified Taxable Income:  Adjusted Gross Income and Tax Items

Classified by:  Type of Tax Computation, Size of Adjusted Gross Income

2020 Years 2014 - 2019 Years 2008 - 2013 Years 2002 - 2007 Years 1996 - 2001
2020XLS 2019XLS    2013XLS     2007XLS    2001XLS  
  2018XLS    2012XLS    2006XLS   2000XLS   
  2017XLS    2011XLS    2005XLS    1999XLS   
  2016XLS    2010XLS    2004XLS    1998XLS   
  2015XLS    2009XLS    2003XLS    1997XLS   
  2014XLS 2008XLS 2002XLS 1996XLS

Table 3.1A:  Returns with Form 8615 tax computation:  Adjusted Gross Income and Tax Items

Classified by:  Type of Tax Computation, Size of Adjusted Gross Income

2020 Years 2017 - 2019 Years 2014 - 2016 Years 2011  - 2013 Years 2008 - 2010
2020XLS 2019XLS    2016XLS   2013XLS    2010XLS   
  2018XLS    2015XLS    2012XLS    2009XLS   
  2017XLS  2014XLS 2011XLS 2008XLS

Table 3.2:  Returns with Total Income Tax:  Total Income Tax as a Percentage of Adjusted Gross Income

Classified by:  Size of Adjusted Gross Income

2020 Years 2014 - 2019 Years 2008 - 2013 Years 2002 - 2007 Years 1996 - 2001
2020XLS 2019XLS     2013XLS    2007XLS    2001XLS  
  2018XLS    2012XLS    2006XLS    2000XLS  
  2017XLS    2011XLS    2005XLS    1999XLS   
  2016XLS   2010XLS    2004XLS    1998XLS   
  2015XLS    2009XLS    2003XLS    1997XLS   
  2014XLS 2008XLS 2002XLS 1996XLS 

Table 3.3:  All Returns:  Tax Liability, Tax Credits, and Tax Payments

Classified by:  Size of Adjusted Gross Income

2020 Years 2014 - 2019 Years 2008 - 2013 Years 2002 - 2007 Years 1996 - 2001
2020XLS 2019XLS    2013XLS    2007XLS    2001XLS   
  2018XLS    2012XLS    2006XLS     2000XLS   
  2017XLS  2011XLS    2005XLS    1999XLS   
  2016XLS    2010XLS    2004XLS    1998XLS   
  2015XLS    2009XLS    2003XLS    1997XLS   
  2014XLS 2008XLS 2002XLS 1996XLS

Table 3.3CV:  Coefficients of Variation for All Returns: Tax Liability, Tax Credits, and Tax Payments

Classified by:  Size of Adjusted Gross Income

2020 Years 2015 - 2019 Years 2011 - 2015 Years 2006 - 2010 Years 2003 - 2005
2020XLS 2019XLS    2015XLS    2010XLS 2005XLS   
  2018XLS    2014XLS    2009XLS    2004XLS   
  2017XLS 2013XLS    2008XLS    2003XLS
  2016XLS    2012XLS    2007XLS     
  2015XLS 2011XLS    2006XLS  

Table 3.3CI:  Confidence Intervals for All Returns: Tax Liability, Tax Credits, and Tax Payments

Classified by:  Size of Adjusted Gross Income

Y Year 2019 Year 2018
2020XLS 2019XLS   2018XLS

Table 3.4:  Returns with Modified Taxable Income:  Tax Classified by Both the Marginal Rate and Each Rate at Which Tax Was Computed

Classified by:  Tax Rate, Marital Status

2020 Years 2014 - 2019 Years 2008 - 2013  Years 2002 - 2007 Years 1996 - 2001
2020XLS 2019XLS    2013XLS   2007XLS    2001XLS   
  2018XLS    2012XLS    2006XLS     2000XLS   
  2017XLS    2011XLS    2005XLS    1999XLS   
  2016XLS    2010XLS   2004XLS    1998XLS   
  2015XLS    2009XLS    2003XLS    1997XLS   
  2014XLS 2008XLS 2002XLS 1996XLS

Table 3.5:  Returns with Modified Taxable Income:  Tax Generated

Classified by:  Tax Rate, Size of Adjusted Gross Income

2020 Years 2014 - 2019 Years 2008 - 2013 Years 2002 - 2007 Years 1996 - 2001
2020XLS 2019XLS    2013XLS    2007XLS    2001XLS   
  2018XLS    2012XLS    2006XLS    2000XLS   
  2017XLS    2011XLS    2005XLS    1999XLS   
  2016XLS    2010XLS    2004XLS    1998XLS   
  2015XLS    2009XLS    2003XLS    1997XLS   
  2014XLS 2008XLS 2002XLS 1996XLS

Table 3.6:  Returns with Modified Taxable Income:  Taxable Income and Tax Classified by Each Rate at Which Tax Was Computed and by Marital Status

Classified by:  Tax Rate, Marital Status

2020 Years 2014 - 2019 Years 2008 - 2013 Years 2002 - 2007 Years 1996 - 2001
2020XLS 2019XLS    2013XLS    2007XLS    2001XLS   
  2018XLS    2012XLS    2006XLS    2000XLS   
  2017XLS    2011XLS    2005XLS    1999XLS   
  2016XLS    2010XLS    2004XLS    1998XLS   
  2015XLS    2009XLS    2003XLS    1997XLS   
  2014XLS 2008XLS 2002XLS 1996XLS

Table 3.7:  All Returns:  Tax Liability, Tax Credits, and Tax Payments

Classified by:  Age of Taxpayer

2020 Years 2016 - 2019 Years 2012 - 2015 Years 2008 - 2011 Years 2006 - 2007
2020XLS 2019XLS    2015XLS    2011XLS    2007XLS   
  2018XLS    2014XLS     2010XLS    2006XLS
  2017XLS    2013XLS    2009XLS     
  2016XLS 2012XLS 2008XLS  

Table 4.1:  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

Years 1990 - 2020
1990–2020XLS

Table 4.2:  Number of Returns, Shares of AGI and Total Income Tax, and Average Tax Rates

Classified by:  Selected Descending Cumulative Percentiles of Returns Based on Income Size Using the Definition of AGI for Each Year

Years 1990 - 2020
1990–2020XLS

Table 4.3:   Number of Returns, Shares of AGI, Selected Income Items, Credits, Total Income Tax, AGI Floor on Percentiles, and Average Tax Rates 

Classified by:  Selected Expanded Descending Cumulative Percentiles of Returns Based on AGI

2020 Years 2017 - 2019 Years 2014 - 2016
2020XLS 2019XLS    2016XLS   
  2018XLS    2015XLS   
  2017XLS 2014XLS

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