SOI tax stats - SOI Bulletin: Winter 2024


The Statistics of Income Bulletin is issued quarterly by the Statistics of Income Division of the Internal Revenue Service. This report provides the earliest published annual financial statistics obtained from the various types of tax and information returns filed, as well as information from periodic or special analytical studies of particular interest to students of the U.S. tax system, tax policymakers, and tax administrators.

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High income tax returns for Tax Year 2020PDF
by Justin Bryan

This annual study provides detailed data on individual income tax returns with adjusted gross income or expanded income greater than $200,000. It also looks at high-income, nontaxable returns (HINTs) and the reason for nontaxability. For 2020, there were just over 9.6 million individual income tax returns with an expanded income of $200,000 or more, accounting for 5.8% of all returns for the year. Of these, 9,302 returns had no worldwide income tax liability. This was a 25.9% increase over the number of returns with no worldwide income tax liability for 2019. It was just the fourth increase in the past 11 years, and well below the peak of 19,551 returns for 2009.

Related Link: Individual high income tax returns