On this page you will find a complete list of tables from various sources and publications classified by tax rate and income percentile.
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:
- All Individual Income Tax Returns Excluding Dependents Classified by Tax Percentile — Early release data that presents statistics on AGI and income tax by cumulative percentiles of returns excluding dependents. Tables show distributions of AGI for each tax year and can be used to make comparisons across cumulative percentile classes within each year. Table 3 presents data for major income, deduction, and tax credits reported across different cumulative percentiles.
- Individual Income Tax Returns with Modified Taxable Income — MTI is a term used to describe "income subject to tax", the actual base on which tax is computed. For current-year returns, MTI is identical to taxable income. For prior-year returns, taxable income is modified to equal an amount necessary to generate the tax actually shown on these returns using current-year rates.
- Individual Income Tax Returns Excluding Dependents — AGI is "total income", as defined by the tax code, less "statutory adjustments".
- Individual Income Tax Returns "1979 Income Concept" Income Excluding Dependents — The "1979 Income Concept" was developed to provide a more uniform measure of income across tax years. By including the same income and deduction items in each year's income calculation and using only items available on Federal individual income tax returns, the definition is consistent throughout the base years and can be used for future years to compare income by including only income components common to all years.
All individual income tax returns excluding dependents classified by tax percentile—Early release
| Data presented | Classified by | Tax years |
|---|---|---|
| Table 4.1. All Individual Returns Excluding Dependents: Number of Returns, Shares of Adjusted Gross Income (AGI) and Total Income Tax, AGI Floor on Percentiles in Current and Constant Dollars, and Average Tax Rates, by Selected Descending Cumulative Percentiles of Returns Based on Income Size Using the Definition of AGI for Each Year | Selected Descending Cumulative Percentiles of Returns Based on Income Size Using the Definition of AGI for Each Year | 2001–2022 XLS |
| Table 4.2. All Individual Returns Excluding Dependents: Number of Returns, Shares of Adjusted Gross Income (AGI) and Total Income Tax, and Average Tax Rates, by Selected Ascending Cumulative Percentiles of Returns Based on Income Size Using the Definition of AGI for Each Year | Selected Ascending Cumulative Percentiles of Returns Based on Income Size Using the Definition of AGI for Each Year | 2001–2022 XLS |
| Table 4.3. All Individual Returns Excluding Dependents: Number of Returns, Shares of Adjusted Gross Income (AGI), Selected Income Items, Credits, Total Income Tax, AGI Floor on Percentiles, and Average Tax Rates, by Selected Expanded Descending Cumulative Percentiles of Returns Based on AGI | Selected Expanded Descending Cumulative Percentiles of Returns Based on AGI | 2022 XLS 2021 XLS 2020 XLS 2019 XLS 2018 XLS 2017 XLS 2016 XLS 2015 XLS 2014 XLS |
Individual income tax returns with modified taxable income
| Data presented | Classified by | Tax years |
|---|---|---|
| Table 3.4. All Returns: Tax Classified by Both the Marginal Rate and Each Rate at Which Tax Was Computed, by Filing Status | Tax Rate, Filing Status | 2022 XLS 2021 XLS 2020 XLS 2019 XLS 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 |
| Table 1. All Individual Income Tax Returns: Tax Classified by Marginal Tax Rate and by Filing Status | Tax Rate, Filing Status | 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 |
| Table 3.5. All Returns: Tax Generated, by Rate and by Size of Adjusted Gross Income | Tax Rate, Size of Adjusted Gross Income | 2022 XLS 2021 XLS 2020 XLS 2019 XLS 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 |
| Table 2. All Individual Income Tax Returns: Tax Generated, by Tax Rate and by Size of Adjusted Gross Income | Tax Rate, Size of Adjusted Gross Income | 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 |
| 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 | Tax Rate, Marital Status | 2022 XLS 2021 XLS 2020 XLS 2019 XLS 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 |
| Table 3. Returns with Modified Taxable Income: Taxable Income and Tax, Classified by Tax Rate and by Filing Status | Tax Rate, Filing Status | 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 |
| Table 4a. Returns with Modified Taxable Income: Adjusted Gross Income and Tax Items, by Type of Tax Computation, by Size of Adjusted Gross Income; Table 4b. Returns with Form 8615 Tax Computation: Tax Items, by Type of Tax Computation, by Size of Adjusted Gross Income | Size of Adjusted Gross Income | 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 |
| Data presented | Classified by | Tax years |
|---|---|---|
| Table 1. All Individual Returns Excluding Dependents: Number of Returns, Shares of Adjusted Gross Income (AGI) and Total Income Tax, AGI Threshold on Percentiles in Current and Constant Dollars, and Average Tax Rates, by Selected Expanded Descending Cumulative Percentiles of Returns Based on AGI Using the Definition of AGI for Each Year | Selected Descending Cumulative Percentiles of Returns Based on Income Size Using the Definition of AGI for Each Year | 2004-2013 XLS |
| Table 2. All Individual Returns Excluding Dependents: Number of Returns, Shares of Adjusted Gross Income (AGI) and Total Income Tax, and Average Tax Rates, by Selected Ascending Cumulative Percentiles of Returns Based on Income Size Using the Definition of AGI for Each Year | Selected Ascending Cumulative Percentiles of Returns Based on Income Size Using the Definition of AGI for Each Year | 2004-2013 XLS |
Individual income tax returns with positive adjusted gross income (AGI) classified by tax percentile
| Data presented | Classified by | Tax years |
|---|---|---|
| Table 1. Returns with Positive Adjusted Gross Income (AGI): Number of Returns, Shares of AGI and Total Income Tax, AGI Floor on Percentiles in Current and Constant Dollars, and Average Tax Rates, by Selected Descending Cumulative Percentiles of Returns Based on Income Size Using the Definition of AGI for Each Year | Selected Descending Cumulative Percentiles of Returns Based on Income Size Using the Definition of AGI for Each Year | 1986–2009 XLS |
| Table 2. Returns with Positive Adjusted Gross Income (AGI): Number of Returns, Shares of AGI and Total Income Tax, and Average Tax Rates, by Selected Ascending Cumulative Percentiles of Returns Based on Income Size Using the Definition of AGI for Each Year | Selected Ascending Cumulative Percentiles of Returns Based on Income Size Using the Definition of AGI for Each Year | 1986–2009 XLS |
| Table 3. Returns with Positive Adjusted Gross Income (AGI): Number of Returns, Shares of AGI and Total Income Tax, AGI Floor on Percentiles in Current and Constant Dollars, and Average Tax Rates, by Selected Expanded Descending Cumulative Percentiles of Returns Based on Income Size Using the Definition of AGI for Each Year | Selected Expanded Descending Cumulative Percentiles of Returns Based on Income Size Using the Definition of AGI for Each Year | 2001–2009 XLS |
| Table 1. Returns with Positive Adjusted Gross Income (AGI): Number of Returns, Shares of AGI and Total Income Tax, AGI Floor on Percentiles, and Average Tax Rates, by Selected Descending Cumulative Percentiles of Returns Based on Income Size Using the Definition of AGI, by State | Selected Descending Cumulative Percentiles of Returns Based on Income Size Using the Definition of AGI | 2006 XLS |
Individual income tax returns with "1979 income concept" income excluding dependents
| Data presented | Classified by | Tax years |
|---|---|---|
| Table 7. All Individual Returns with "1979 Income Concept" Income Excluding Dependents: Number of Returns, Shares of Income and Total Income Tax, Income Floor on Percentiles in Current and Constant Dollars, and Average Tax Rates, by Selected Descending Cumulative Percentiles of Returns Based on Income Size | Selected Descending Cumulative Percentiles of Returns Based on Income Size | 2001-2011 XLS |
| Table 8. All Individual Returns with "1979 Income Concept" Income Excluding Dependents: Number of Returns, Shares of Income and Total Income Tax, and Average Tax Rates, by Selected Ascending Cumulative Percentiles of Returns Based on Income Size | Selected Ascending Cumulative Percentiles of Returns Based on Income Size | 2001-2011 XLS |