SOI Tax Stats - Individual Statistical Tables by Tax Rate and Income Percentile

 
 

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
Tax Years: 2001–2019XLS

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
Tax Years: 2001–2019XLS

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
Tax Years: 2019XLS   2018XLS   2017XLS   2016XLS   2015XLS   2014XLS

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:

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

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

Tax Generated
Classified by: Tax Rate and Size of Adjusted Gross Income
Published as: Individual Complete Report (Publication 1304), Table 3.5
Tax Years:

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

Published as: SOI Bulletin article—Individual Income Tax Rates and Tax Shares, Table 2
Tax Years: 2011XLS  2010XLS  2009XLS  2008XLS  2007XLS  2006XLS  2005XLS  2004XLS  2003XLS  2002XLS  2001XLS  2000XLS  1999XLS  1998XLS  1997XLS  1996XLS  1995XLS

Taxable Income and Tax, Classified by Marginal Tax Rate and by Filing Status
Classified by: Tax Rate and Filing Status
Published as: Individual Complete Report (Publication 1304), Table 3.6
Tax Years:

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

Published as: SOI Bulletin article—Individual Income Tax Rates and Tax Shares, Table 3
Tax Years: 2011XLS  2010XLS  2009XLS  2008XLS  2007XLS  2006XLS  2005XLS  2004XLS  2003XLS  2002XLS  2001XLS  2000XLS  1999XLS  1998XLS  1997XLS  1996XLS  1995XLS

Tax Classified by Type of Tax Computation and by Size of Adjusted Gross Income
Classified 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 4aXLS  2011 4bXLS  2010 4aXLS  2010 4bXLS  2009 4aXLS  2009 4bXLS  2008 4aXLS  2008 4bXLS  2007 4aXLS  2007 4bXLS  2006XLS  2005XLS  2004XLS  2003XLS  2002XLS  2001XLS  2000XLS  1999XLS  1998XLS  1997XLS  1996XLS  1995XLS

(Back to top)

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 Rates
Classified 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: 2004-2013XLS

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
Published as: SOI Bulletin article—Individual Income Tax Shares, Table 2
Tax Years: 2004-2013XLS

(Back to top)

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 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: 1986–2009XLS

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: 1986–2009XLS

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 Expanded Descending Cumulative Percentiles of Returns Based on Income Size Using the Definition of AGI for Each Year, Table 3
Tax Years: 2001–2009XLS

Number of Returns, Shares of AGI and Total Income Tax, and Average Tax Rates, by State
Classified by: Selected Descending Cumulative Percentiles of Returns Based on Income Size Using the Definition of AGI
Tax Years: 2006XLS

(Back to top)
 

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 Rates
Classified 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: 2001-2011XLS

Number of Returns, Shares of Income and Total Income Tax, and Average Tax Rates
Classified 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: 2001-2011XLS

(Back to top)