SOI Tax Stats - SOI Bulletin: Winter 2012


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Statistics of Income (SOI) Bulletin - Winter 2012PDF
(entire publication in PDF)

Individual Income Tax Returns, Preliminary Data, 2010PDF
by Adrian Dungan and Michael Parisi

For Tax Year 2010, taxpayers filed 142.9 million U.S. individual income tax returns, an increase of 1.7 percent from the 140.5 million returns filed for 2009. In contrast with Tax Year 2009, adjusted gross income (AGI) and several other notable items showed an increase for Tax Year 2010. AGI increased by 5.2 percent from 2009 to $8 trillion for 2010.

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Individual Income Tax Return Statistics

Individual Income Tax Rates and Shares, 2009PDF
by Kyle Mudry

Taxpayers filed 140.5 million individual income tax returns for Tax Year 2009. Of those, 81.9 million (or 58.3 percent) were classified as taxable returns. This represents the lowest percentage of taxable returns in more than 24 years. A taxable return is a return that has total income tax greater than $0. The number of taxable returns was 9.7 percent lower than for 2008. Adjusted gross income (AGI) on these taxable returns decreased 10.6 percent to $6,778 billion for 2009, while total income tax decreased 16.1 percent to $866 billion. The average tax rate for taxable returns decreased 0.8 percentage points to 12.8 ­percent.

Excel Tables:

1XLS, 2XLS, 3XLS, 4aXLS, 4bXLS, 5XLS, 6XLS, 7XLS, 8XLS

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Individual Income Tax Rates and Tax Shares

Split-Interest Trusts, Filing Year 2010PDF
by Lisa Schreiber Rosenmerkel

In 2010, some 118,787 Split-Interest Trust Information Returns (Form 5227) were filed for charitable remainder trusts, charitable lead trusts, and pooled income funds. In total, split-interest trust filers reported $8 billion in gross income and $121.2 billion in end-of-year assets. Corporate stock continued to account for the majority of assets held by split-interest trusts. Total net income reported on Form 5227 declined by 81.4 percent between 2009 and 2010.

Excel Tables:

1XLS, 2XLS, 3XLS, 4XLS, 5XLS, 6XLS, 7XLS, 8XLS, 9XLS, 10XLS, 11XLS

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Split-Interest Trust Statistics

Domestic Private Foundations and Excise Taxes, Tax Year 2008PDF
by Cynthia Belmonte

For Tax Year 2008, domestic private foundations reported $526.5 billion in total assets, 21 percent less than the amount reported for Tax Year 2007. Total revenue for Tax Year 2008 was $49.7 billion, a 54.7-percent decrease from the previous year. Contributions, gifts, and grants received remained the largest source of revenue, accounting for $43.8 billion. Excel Tables:


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Domestic Private Foundation and Charitable Trust Statistics

Unrelated Business Income Tax Returns, 2008PDF
by Jael Jackson

For Tax Year 2008, more than 42,000 tax-exempt organizations filed Form 990-T, Exempt Organization Business Income Tax Return, and reported $10.3 billion in gross unrelated business income, a 12-percent decrease since Tax Year 2007. Exempt organizations’ total unrelated business income tax liability decreased by 43 percent between Tax Years 2007 and 2008, to $340.7 million.

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Exempt Organizations' Unrelated Business Income (UBI) Tax Statistics

Personal Wealth, 2007PDF
by Brian Raub and Joe Newcomb

In 2007, an estimated 2.3 million U.S. adults had gross assets of $2 million or more. These top wealth holders combined to hold more than $12 trillion in net worth. More than 1.3 million top wealth holders were men, while just under 1 million were women. In 2007, California had the largest number of individuals with net worth of $2 million or more, while Wyoming had the highest per capita population of these very wealthy residents. Between 2001 and 2007, there was an increase of 12.1 percent in the number of individuals with net worth of $2 million or more in inflation-adjusted dollars. This increase outpaced the 7.3-percent increase in the overall adult population of the United State

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Personal Wealth Statistics


Projections of Federal Tax Return Filings: Calendar Years 2011–2018PDF
by Brett Collins

A grand total of 239.3 million tax returns are expected to be filed with the Internal Revenue Service during Calendar Year (CY) 2012. This number represents an increase of 1 percent over the estimated CY 2011 filings of 236.8 million returns. After CY 2012, grand total return filings are projected to grow at an average annual rate of 1 percent and are expected to reach 253.5 million returns by 2018. Total electronically filed individual income tax returns are estimated to be 77 percent of all individual income tax returns filed in CY 2011 and are projected to constitute 84 percent of all returns in CY 2018. Excel Tables:

Related Link:

Projections of Federal Tax Return Filings - IRS Office of Research

Other Sections

SOI Sampling Methodology and Data LimitationsPDF

SOI Projects, Contacts, and Public Release InformationPDF

SOI Products and ServicesPDF

In the Next Issue
The following articles are tentatively planned for inclusion in the spring 2012 issue of the Statistics of Income Bulletin, scheduled to be published in May 2012:

■ High-income individual income tax data, Tax Year 2009;
■ Individual noncash charitable contributions, Tax Year 2009;
■ Federal gift tax return data, 2009;
■ Foreign person’s U.S.-source income subject to withholding, Tax Year 2009;
■ Individual retirement arrangements, Tax Year 2008; and
■ Corporate income distributions by tax rates, Tax Years 2004-2008.

Link: Historical Tables and Appendix