SOI Tax Stats - Individual Income Tax Returns Publication 1304 (Complete Report)

 

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The 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.

Contents of the publication

  • Introduction and Changes in Law—In this section you will find information on filing requirements, changes in law, the 1979 income concept, and a comparison of adjusted gross income with the 1979 income concept
  • Individual Income Tax Returns—In this section you will find a brief summary and analysis of the current year data, along with comparisons to prior year data
  • Individual Tax Rates—This section discusses the individual income tax rates and the computation of "total income tax"
  • Basic Tables—The statistical tables found in this section are broken into the following groupings:
        Returns Filed and Sources of Income
        Exemptions and Itemized Deductions
        Tax Computation
  • Explanation of Terms—This section is designed to clarify the statistical content of this report. The definitions and explanation provide background or limitations to the titles used in the tables.
  • Description of the Sample—In this section you will find the following information concerning the sample: domain of study, sample design and selection, data capture and cleaning, method of estimation, sampling variability and confidence intervals, and table presentation.
  • Table A—Selected Income and Tax Items for Selected Years, in Current and Constant 1990 Dollars

The entire publication is also available for download.

All tables are available as Microsoft Excel® files. A free Excel viewer is available for download, if needed.

All other documents are available as PDF files. A free Adobe® reader is available for download, if needed.

Introduction and Changes in Law

2017 2016  2015  2014  2013  2012  2011  2010  2009  2008  2007  2006  2005  2004  2003  2002  2001  2000  1999  1998  1997  1996

Individual Income Tax Returns

2017 2016  2015  2014

Individual Tax Rates

2017 2016  2015  2014

Explanation of Terms

2017 2016  2015  2014  2013  2012  2011  2010  2009  2008  2007  2006  2005  2004  2003  2002  2001  2000  1999  1998  1997  1996

Description of the Sample

2017 2016  2015  2014  2013  2012  2011  2010  2009  2008  2007  2006  2005  2004  2003  2002  2001  2000  1999  1998  1997  1996

 

Table A: Selected Income and Tax Items for Selected Years (in Current and Constant Dollars)
Classified by: Tax Years
Tax Years:

1990–2016

 

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Basic Tables: Returns Filed and Sources of Income

Table 1.1: Selected Income and Tax Items
Classified by: Size and Accumulated Size of Adjusted Gross Income
Tax Years:

2017 2016  2015  2014  2013  2012  2011  2010  2009  2008  2007  2006  2005  2004  2003 (revised)  2002  2001   2000  1999  1998  1997  1996

 


Table 1.2: All Returns: Adjusted Gross Income, Exemptions, Deductions, and Tax Items
Classified by: Size of Adjusted Gross Income, Marital Status
Tax Years:

2017 2016  2015  2014  2013  2012  2011  2010  2009  2008  2007  2006  2005  2004  2003  2002  2001  2000  1999  1998  1997  1996

 


Table 1.3:  All Returns:  Sources of Income, Adjustments, Deductions, Credits, and Tax Items
Classified by: Marital Status
Tax Years:

2017 2016  2015  2014  2013  2012  2011  2010  2009  2008  2007  2006  2005  2004  2003  2002  2001  2000  1999  1998  1997  1996

Table 1.4:  All Returns:  Sources of Income, Adjustments, and Tax Items
Classified by: Size of Adjusted Gross Income
Tax Years:

2017 2016  2015  2014  2013  2012  2011  2010  2009  2008  2007  2006  2005  2004  2003  2002  2001  2000  1999  1998  1997  1996  1995  1994  1993

Table 1.4A:  Returns with Income or Loss from Sales of Capital Assets Reported on Form 1040, Schedule D
Classified by: Size of Adjusted Gross Income
Tax Years:

2017 2016  2015  2014  2013  2012

Table 1.4CV:  All Returns:  Sources of Income, Adjustments, and Tax Items
Classified by: Size of Adjusted Gross Income
Tax Years:

2017 2016  2015  2014  2013  2012  2011  2010  2009  2008  2007  2006  2005  2004  2003  2002  2001  2000  1999  1998  1997  1996

Table 1.5:  All Returns: Sources of Income, Adjustments, and Tax Items
Classified by: Age of Taxpayer
Tax Years:

2017 2016  2015  2014  2013  2012  2011  2010  2009  2008  2007  2006

Table 1.6:  All Returns: Number of Returns
Classified by: Age of Taxpayer, Marital Status, and Adjusted Gross Income
Tax Years:

2017 2016  2015  2014  2013  2012  2011  2010  2009  2008

Table 1.7:  All Dependent Returns: Sources of Income, Adjustments, Deductions, Credits, and Tax Items
Classified by: Size of Adjusted Gross Income
Tax Years:

2017 2016  2015  2014  2013  2012

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Basic Tables:  Exemptions and Itemized Deductions

Table 2.1:  Returns with Itemized Deductions:  Sources of Income, Adjustments, Itemized Deductions by Type, Exemptions, and Tax Items
Classified by: Size of Adjusted Gross Income
Tax Years:

2017 2016  2015  2014  2013  2012  2011  2010  2009  2008  2007  2006  2005  2004  2003  2002  2001  2000  1999  1998  1997  1996  1995  1994  1993

Table 2.1CV:  Coefficients of Variation for Returns with Itemized Deductions: Sources of Income, Adjustments, Itemized Deductions by Type, Exemptions, and Tax Items
Classified by: Size of Adjusted Gross Income
Tax Years:

2017 2016  2015  2014  2013  2012  2011  2010  2009  2008  2007  2006  2005  2004  2003

Table 2.2:  Returns with Itemized Deductions:  Sources of Income, Adjustments, Deductions, Credits, and Tax Items
Classified by: Marital Status
Tax Years:

2017 2016  2015  2014  2013  2012  2011  2010  2009  2008  2007  2006  2005  2004  2003  2002  2001  2000  1999  1998  1997  1996

Table 2.3:  All Returns:  Exemptions by Type and Number of Exemptions
Classified by: Size of Adjusted Gross Income
Tax Years:

2017 2016  2015  2014  2013  2012  2011  2010  2009  2008  2007  2006  2005  2004  2002  2001  2000  1999  1998  1997  1996

Table 2.4:  All Returns:  Exemptions by Type and Number of Exemptions
Classified by: Marital Status
Tax Years:

2017 2016  2015  2014  2013  2012  2011  2010  2009  2008  2007  2006  2005  2004  2003  2002  2001  2000  1999  1998  1997  1996

Table 2.5:  Returns with Earned Income Credit
Classified by: Adjusted Gross Income
Tax Years:

2017 2016  2015  2014  2013  2012  2011  2010  2009  2008  2007  2006  2005  2004  2003  2002  2001  2000  1999  1998  1997  1996

Table 2.6:  Returns with Itemized Deductions: Sources of Income, Adjustments, Itemized Deductions by Type, Exemptions, and Tax Items
Classified by: Age of Taxpayer
Tax Years:

2017 2016  2015  2014  2013  2012  2011  2010  2009  2008  2007  2006

Table 2.7:  All Returns: Affordable Care Act Items
Classified by: Size of Adjusted Gross Income
Tax Years:

2017 2016  2015  2014

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Basic Tables:  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
Tax Years:

 2017 2016  2015  2014  2013  2012  2011  2010  2009  2008  2007  2006  2005  2004  2003  2002  2001  2000  1999  1998  1997  1996
 

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
Tax Years:

2017 2016  2015  2014  2013  2012  2011  2010  2009  2008

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
Tax Years:

 2017 2016  2015  2014  2013  2012  2011  2010  2009  2008  2007  2006  2005  2004  2003  2002  2001  2000  1999  1998  1997  1996 

Table 3.3:  All Returns:  Tax Liability, Tax Credits, and Tax Payments
Classified by: Size of Adjusted Gross Income
Tax Years:

 2017 2016  2015  2014  2013  2012  2011  2010  2009  2008  2007  2006  2005  2004  2003  2002  2001  2000  1999  1998  1997  1996

Table 3.3CV:  Coefficients of Variation for All Returns: Tax Liability, Tax Credits, and Tax Payments
Classified by: Size of Adjusted Gross Income
Tax Years:

 2017 2016  2015  2014  2013  2012  2011  2010  2009  2008  2007  2006  2005  2004  2003

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
Tax Years:

 2017 2016  2015  2014  2013  2012  2011  2010  2009  2008  2007  2006  2005  2004  2003  2002  2001  2000  1999  1998  1997  1996

Table 3.5:  Returns with Modified Taxable Income:  Tax Generated
Classified by: Tax Rate, Size of Adjusted Gross Income
Tax Years:

 2017 2016  2015  2014  2013  2012  2011  2010  2009  2008  2007  2006  2005  2004  2003  2002  2001  2000  1999  1998  1997  1996

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
Tax Years:

 2017 2016  2015  2014  2013  2012  2011  2010  2009  2008  2007  2006  2005  2004  2003  2002  2001  2000  1999  1998  1997  1996

Table 3.7:  All Returns:  Tax Liability, Tax Credits, and Tax Payments
Classified by: Age of Taxpayer
Tax Years:

 2017 2016  2015  2014  2013  2012  2011  2010  2009  2008  2007  2006

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Download the entire publication

Choose one of the years to download all of the tables and sections for the given year. This will download an ZIP file, which when uncompressed on your PC, will extract approximately three PDF files and 20 XLS files.

2005  2004  2003  2002  2001  2000  1999  1998  1997  1996

Choose one of the years to download the publication in a PDF for the given year.

2017 2016  2015  2014  2013  2012  2011  2010  2009  2008  2007  2006  2005

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Page Last Reviewed or Updated: 11-Dec-2019