SOI Tax Stats - Individual Statistical Tables by Size of Adjusted Gross Income

 

 

Below is a complete list of tables from various sources and publications which are classified by size of Adjusted Gross Income.

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 Filed and Sources of Income

All Returns: Selected Income and Tax Items
Classified by: Size and Accumulated Size of Adjusted Gross Income
Published as: Individual Complete Report (Publication 1304), Table 1.1
Tax Years:

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

All Returns: Adjusted Gross Income, Exemptions, Deductions, and Tax Items
Classified by: Size of Adjusted Gross Income and Marital Status
Published as: Individual Complete Report (Publication 1304), Table 1.2
Tax Years:

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

All Returns:  Sources of Income, Adjustments Deductions and Exemptions, and Tax Items
Classified by: Size of Adjusted Gross Income
Published as: Individual Complete Report (Publication 1304), Table 1.4
Tax Years:

2018 XLS  2017 XLS  2016 XLS  2015 XLS  2014 XLS  2013 XLS  2012 XLS  2011 XLS  2010 XLS  2009 XLS  2008 XLS  2007 XLS  2006 XLS  2005 XLS 2004 XLS  2003 XLS  2002 XLS  2001 XLS  2000 XLS  1999 XLS  1998 XLS  1997 XLS  1996 XLS  1995 XLS  1994 XLS  1993 XLS

Published as: SOI Bulletin article - Individual Income Tax Returns, Table 1
Tax Years: 2011 XLS  2010 XLS  2009 XLS  2008 XLS  2007 XLS  2006 XLS  2005 XLS  2004 XLS 
2003 XLS  2002 XLS  2001 XLS  2000 XLS  1999 XLS  1998 XLS  1997 XLS  1996 XLS  1995 XLS

 
Returns with Income or Loss from Sales of Capital Assets Reported on Form1040, Schedule D
Classified by: Size of Adjusted Gross Income
Published as: Individual Complete Report (Publication 1304), Table 1.4A
Tax Years:

2018 XLS  2017 XLS  2016 XLS  2015 XLS  2014 XLS  2013 XLS  2012 XLS

All Returns:  Number of Returns
Classified by: Size of Adjusted Gross Income, Marital Status, and Age of Taxpayer
Published as: Individual Complete Report (Publication 1304), Table 1.6
Tax Years:

2018 XLS  2017 XLS  2016 XLS  2015 XLS  2014 XLS  2013 XLS  2012 XLS  2011 XLS  2010 XLS  2009 XLS  2008 XLS

All Dependent Returns: Sources of Income, Adjustments, Deductions, Credits, and Tax Items
Classified by: Size of Adjusted Gross Income
Published as: Individual Complete Report (Publication 1304), Table 1.7
Tax Years:

2018 XLS  2017 XLS  2016 XLS  2015 XLS  2014 XLS  2013 XLS  2012 XLS

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Individual Income Tax Returns with Exemptions and Itemized Deductions

Individual Income Tax Returns with Itemized Deductions: Sources of Income, Adjustments, Itemized Deductions by Type, Exemptions, and Tax Items
Classified by: Size of Adjusted Gross Income
Published as: Individual Complete Report (Publication 1304), Table 2.1
Tax Years:

2018 XLS  2017 XLS  2016 XLS  2015 XLS  2014 XLS  2013 XLS  2012 XLS  2011 XLS  2010 XLS  2009 XLS  2008 XLS  2007 XLS  2006 XLS  2005 XLS 2004 XLS  2003 XLS  2002 XLS  2001 XLS  2000 XLS  1999 XLS  1998 XLS  1997 XLS  1996 XLS  1995 XLS  1994 XLS  1993 XLS

Published as: SOI Bulletin article - Individual Income Tax Returns, Table 3
Tax Years: 2011 XLS  2010 XLS  2009 XLS  2008 XLS  2007 XLS  2006 XLS  2005 XLS  2004 XLS 
2003 XLS  2002 XLS  2001 XLS  2000 XLS  1999 XLS  1998 XLS  1997 XLS  1996 XLS  1995 XLS
All Returns:  Exemptions by Type and Number of Exemptions
Classified by: Size of Adjusted Gross Income
Published as: Individual Complete Report (Publication 1304), Table 2.3
Tax Years:

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

Individual Income Tax Returns with Earned Income Credit
Classified by: Size of Adjusted Gross Income
Published as: Individual Complete Report (Publication 1304), Table 2.5
Tax Years:

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

Published as: SOI Bulletin article - Individual Income Tax Returns, Table 4
Tax Years: 2011 XLS  2010 XLS  2009 XLS  2008 XLS  2007 XLS  2006 XLS  2005 XLS  2004 XLS  2003 XLS  2002 XLS  2001 XLS  2000 XLS  1999 XLS  1998 XLS  1997 XLS  1996 XLS  1995 XLS
All Returns:  Affordable Care Act Items
Classified by: Size of Adjusted Gross Income
Published as: Individual Complete Report (Publication 1304), Table 2.7
Tax Years:

2018 XLS  2017 XLS  2016 XLS  2015 XLS  2014 XLS

 

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Individual Income Tax Returns with Tax Computation

Returns with Modified Taxable Income:  Adjusted Gross Income and Tax Items
Classified by: Size of Adjusted Gross Income and Type of Tax Computation
Published as: Individual Complete Report (Publication 1304), Table 3.1
Tax Years:

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

Returns with Form 8615 Tax Computation:  Tax Items
Classified by: Size of Adjusted Gross Income and Type of Tax Computation
Published as: Individual Complete Report (Publication 1304), Table 3.1A
Tax Years:

2018 XLS  2017 XLS  2016 XLS  2015 XLS  2014 XLS  2013 XLS  2012 XLS  2011 XLS  2010 XLS  2009 XLS  2008 XLS

Individual Income Tax Returns with Total Income Tax:  Total Income Tax as a Percentage of Adjusted Gross Income
Classified by: Size of Adjusted Gross Income and Selected Marital Status
Published as: Individual Complete Report (Publication 1304), Table 3.2
Tax Years:

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

All Returns:  Tax Liability, Tax Credits, and Tax Payments
Classified by: Size of Adjusted Gross Income
Published as: Individual Complete Report (Publication 1304), Table 3.3
Tax Years:

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

Published as: SOI Bulletin article - Individual Income Tax Returns, Table 2
Tax Years: 2011 XLS  2010 XLS  2009 XLS  2008 XLS  2007 XLS  2006 XLS  2005 XLS  2004 XLS  2003 XLS  2002 XLS  2001 XLS  2000 XLS  1999 XLS  1998 XLS  1997 XLS  1996 XLS  1995 XLS
Returns with Modified Taxable Income:  Tax Generated
Classified by: Size of Adjusted Gross Income and Tax Rate
Published as: Individual Complete Report (Publication 1304), Table 3.5
Tax Years:

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

Published as: SOI Bulletin article - Individual Income Tax Rates and Tax Shares, Table 2
Tax Years: 2011 XLS  2010 XLS  2009 XLS  2008 XLS  2007 XLS  2006 XLS  2005 XLS  2004 XLS  2003 XLS  2002 XLS  2001 XLS  2000 XLS  1999 XLS  1998 XLS  1997 XLS  1996 XLS  1995 XLS
Returns with Modified Taxable Income:  Tax Classified by Type of Tax Computation and by Size of Adjusted Gross Income
Classified by: Size of Adjusted Gross Income and Type of Tax Computation
Published as: SOI Bulletin article - Individual Income Tax Rates and Tax Shares, Table 4
Tax Years: 2011 4a XLS  2011 4b XLS  2010 4a XLS  2010 4b XLS  2009 4a XLS  2009 4b XLS  2008 4a XLS  2008 4b XLS  2007 4a XLS  2007 4b XLS  2006 XLS  2005 XLS  2004 XLS  2003 XLS  2002 XLS  2001 XLS  2000 XLS  1999 XLS  1998 XLS  1997 XLS  1996 XLS  1995 XLS

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Taxpayers with IRA Plans

 Classified by: Size of Adjusted Gross Income
 Published as: SOI Bulletin article - Accumulation and Distribution of Individual Retirement Arrangements, Tables 2 or 7
 Tax Years: 2004 XLS  2002 XLS  2001 XLS  2000 XLS
 Classified by: Size of Adjusted Gross Income and Type of Plan
 Published as: SOI Bulletin article - Accumulation and Distribution of Individual Retirement Arrangements, Tables 3 or 8
 Tax Years: 2004 XLS  2002 XLS  2001 XLS  2000 XLS

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Individual Income Tax:  Income by Gender and Age from Information Returns

All Returns and Joint Returns:  Selected Tax Return and Information Return Items
Classified by: Size of Adjusted Gross Income
Published as: SOI Bulletin article - Income by Gender and Age from Information Returns, Table 1
Tax Years: 1998 XLS

 

Non-joint Returns:  Selected Tax Return and Information Return Items

Classified by: Size of Adjusted Gross Income
Published as: SOI Bulletin article - Income by Gender and Age from Information Returns, Table 2
Tax Years: 1998 XLS

 

Joint Returns with Salaries and Wages from Form W-2:  Husband's Wages as a Percent of Total Wages

Classified by: Size of Adjusted Gross Income
Published as: SOI Bulletin article - Income by Gender and Age from Information Returns, Table 5
Tax Years: 1998 XLS

 

Number of Taxpayers and Selected Income Items

Classified by: Size of Adjusted Gross Income and Age of Taxpayer
Published as: SOI Bulletin article - Income by Gender and Age from Information Returns, Table 6
Tax Years: 1998 XLS

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Other Tables

Number of Individual Income Tax Returns, Income, Exemptions and Deductions, Tax, and Average Tax
Classified by:
Published as:
Size of Adjusted Gross Income
SOI Bulletin Historical Table 3
Tax Years: 2001–2016

 

Individual Income and Tax Data

Classified by: Size of Adjusted Gross Income
Published as: SOI Bulletin Historical Table 2 (U.S. total)
Tax Years: 2018 XLSX  2017 XLSX  2016 XLSX  2015 XLSX  2014 XLS  2013 XLS  2012 XLS  2011 XLS  2010 XLS  2009 XLS  2008 XLS  2007 XLS  2006 XLS  2005 XLS  2004 XLS  2003 XLS  2002 XLS  2001 XLS  2000 XLS  1999 XLS  1998 XLS  1997 XLS
Notes:  Data are also available by State and size of adjusted gross income.  The data for Tax Year 2000 do not include TY 2000 returns that were filed after December 31, 2001, for those taxpayers who were granted an additional extension of time to file because of the events of September 11, 2001.
Individual Income Tax Returns, by State, 2007
Classified by:
Published as:
      Size of Adjusted Gross Income and State
      SOI Bulletin Article -  Individual Income Tax Returns, by State PDF
Tax Years:       2007 XLS

 

Tax Return Filers with Salaries and Wages from Forms W-2

Classified by: Size of Adjusted Gross Income, Filing Status, and Gender
Published as: SOI Bulletin article - Comparing Salaries and Wages of Women Shown on Forms W-2 to Those of Men, Table 2
Tax Years: 1969–1999 XLS

 

Individual Income Tax Returns with Short-term and Long-term Capital Gains and Losses

Classified by: Size of Adjusted Gross Income and Selected Asset Type
Published as: SOI Bulletin article - Sales of Capital Assets Reported on Individual Tax Returns, Tables 2a - 2e
Tax Years: 2012 XLS  2011 XLS  2010 XLS  2009 XLS  2008 XLS  2007 XLS  1999 XLS  1998 XLS  1997 XLS  1985 XLS

 

Farm Proprietorships

Classified by: Size of Adjusted Gross Income
Published as: SOI Bulletin article - Farm Proprietorships, Tables 3, 6, 7
Tax Years: 1998–2004
  Table 3 XLS  Table 6 XLS  Table 7 XLS

Taxpayers with Noncash Charitable Contributions

Classified by: Size of Adjusted Gross Income and Donation Type
Published as: SOI Bulletin article - Individual Noncash Contributions, Table 1
Tax Years: 2012 XLS  2011 XLS  2010 XLS  2009 XLS  2008 XLS  2007 XLS  2006 XLS  2005 XLS  2004 XLS


 

 Classified by: Size of Adjusted Gross Income and Donee Type
 Published as: SOI Bulletin article - Individual Noncash Contributions, Table 2
 Tax Years: 2012 XLS  2011 XLS  2010 XLS  2009 XLS  2008 XLS  2007 XLS  2006 XLS  2005 XLS  2004 XLS

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