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
| 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, Table 1 |
| Tax Years: | 2001–2017 |
Number of Returns, Shares of AGI and Total Income Tax, and Average Tax Rates |
|
| Classified by: | Selected Ascending Cumulative Percentiles of Returns Based on Income Size Using the Definition of AGI for Each Year, Table 2 |
| Tax Years: | 2001–2017 |
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, Table 3 |
| Tax Years: | 2017 2016 2015 2014 |
Individual Income Tax Returns with Modified Taxable Income
Tax Classified by Marginal Tax Rate Classified by: Tax Rate and Filing Status Published as: Individual Complete Report (Publication 1304), Table 3.4 Tax Years: 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996
Published as: SOI Bulletin article—Individual Income Tax Rates and Tax Shares, Table 1 Tax Years: 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995
Tax GeneratedClassified by: Tax Rate and Size of Adjusted Gross Income Published as: Individual Complete Report (Publication 1304), Table 3.5 Tax Years: 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996
Published as: SOI Bulletin article—Individual Income Tax Rates and Tax Shares, Table 2 Tax Years: 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995
Taxable Income and Tax, Classified by Marginal Tax Rate and by Filing StatusClassified by: Tax Rate and Filing Status Published as: Individual Complete Report (Publication 1304), Table 3.6 Tax Years: 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996
Published as: SOI Bulletin article—Individual Income Tax Rates and Tax Shares, Table 3 Tax Years: 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995
Tax Classified by Type of Tax Computation and by Size of Adjusted Gross IncomeClassified by: Type of Tax Computation and Size of Adjusted Gross Income Published as: SOI Bulletin article—Individual Income Tax Rates and Tax Shares, Table 4 Tax Years: 2011 4a 2011 4b 2010 4a 2010 4b 2009 4a 2009 4b 2008 4a 2008 4b 2007 4a 2007 4b 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995
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Individual Income Tax Returns Excluding Dependents
Number of Returns, Shares of AGI and Total Income Tax, AGI Floor on Percentiles in Current and Constant Dollars, and Average Tax RatesClassified by: Selected Descending Cumulative Percentiles of Returns Based on Income Size Using the Definition of AGI for Each Year Published as: SOI Bulletin article—Individual Income Tax Shares, Table 1 Tax Years: 2004-2013
Number of Returns, Shares of AGI and Total Income Tax, and Average Tax RatesClassified by: Selected Ascending Cumulative Percentiles of Returns Based on Income Size Using the Definition of AGI for Each Year Published as: SOI Bulletin article—Individual Income Tax Shares, Table 2 Tax Years: 2004-2013
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Individual Income Tax Returns with Positive Adjusted Gross Income (AGI) Classified by Tax Percentile
Number of Returns, Shares of AGI and Total Income Tax, AGI Floor on Percentiles in Current and Constant Dollars, and Average Tax RatesClassified by: Selected Descending Cumulative Percentiles of Returns Based on Income Size Using the Definition of AGI for Each Year, Table 1 Tax Years: 1986–2009
Number of Returns, Shares of AGI and Total Income Tax, and Average Tax RatesClassified by: Selected Ascending Cumulative Percentiles of Returns Based on Income Size Using the Definition of AGI for Each Year, Table 2 Tax Years: 1986–2009
Number of Returns, Shares of AGI and Total Income Tax, AGI Floor on Percentiles in Current and Constant Dollars, and Average Tax RatesClassified by: Selected Expanded Descending Cumulative Percentiles of Returns Based on Income Size Using the Definition of AGI for Each Year, Table 3 Tax Years: 2001–2009
Number of Returns, Shares of AGI and Total Income Tax, and Average Tax Rates, by StateClassified by: Selected Descending Cumulative Percentiles of Returns Based on Income Size Using the Definition of AGI Tax Years: 2006
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Individual Income Tax 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 RatesClassified by: Selected Descending Cumulative Percentiles of Returns Based on Income Size Published as: SOI Bulletin article—Individual Income Tax Rates and Tax Shares, Table 7 Tax Years: 2001-2011
Number of Returns, Shares of Income and Total Income Tax, and Average Tax RatesClassified by: Selected Ascending Cumulative Percentiles of Returns Based on Income Size Published as: SOI Bulletin article—Individual Income Tax Rates and Tax Shares, Table 8 Tax Years: 2001-2011