SOI Tax Stats - SOI Bulletin: Winter 2005-2006

 

Select the entire publicationPDF (in PDF) or one of the studies below

Individual Income Tax Rates and Shares, 2003PDF (PDF)
Article by Kyle Mudry and Michael Parisi, SOI

Taxpayers filed 130.4 million returns for Tax Year 2003, of which 88.9 million (or 68.2 percent) were classified as taxable returns.

Excel Tables:
1XLS, 2XLS, 3XLS, 4XLS, 5XLS, 6XLS, 7XLS, 8XLS

Related Link:
Individual Tax Statistics

Individual Income Tax Returns, Preliminary Data, 2004PDF (PDF)
Data Release by Brian Balkovic, SOI

For 2004, taxpayers filed 132.4 million U.S. individual income tax returns, an increase of 1.4 percent from the 130.6 million returns filed for 2003. For the second consecutive year, Adjusted Gross Income (AGI) rose, increasing by 8.9 percent to $6.8 trillion for 2004.

Excel Tables:
1XLS

Related Link:
Individual Tax Statistics

Personal Wealth 2001PDF (PDF)
Article by Barry W. Johnson and Brian G. Raub, SOI

There were more than 7.3 million individuals in the United States with gross assets of $675,000 or more in 2001. These individuals repesented about 3.5 percent of the total U.S. adult population. Top wealth holders had a combined net worth of more than 13.8 trillion or 32.7 percent of total U.S. net worth.

Excel Tables:
1XLS, 2XLS, 3XLS, 4XLS, 5XLS, 6XLS

Related Link:
Personal Wealth Statistics

Projections of Federal Tax Return Filings: Calendar Years 2005-2012PDF (PDF)
Article by Taukir Hussain, IRS, Office of Research

Taxpayers are expected to file a grand total
of 229.3 million tax returns with the Internal
Revenue Service (IRS) during Calendar Year (CY) 2006. That projected level reflects a modest increase of only 0.1 percent over the estimated CY 2005 filings of 229.0 million.
Excel Tables:
1XLS
Related Link:
Projections Statistics

Transactions Between Large Foreign-Owned Domestic Corporations and Related Foreign Persons, 2002PDF (PDF)
Article by William P. Jauquet, SOI

The total value of transactions between large foreign-owned domestic corporations and related foreign persons declined for Tax Year 2002 despite the increased number of domestic corporations and related persons engaged in these transactions. The number of large domestic corporations that were 25 percent or more foreign-owned.

Excel Tables:
1XLS, 2XLS, 3XLS

Related Link:
Transactions of F-O Corporations Statistics

Unrelated Business Income Tax Returns, 2002:
Financial Highlights and Special Analyses of Exempt-Organization Reporting Quality
PDF (PDF)

Article by Margaret Riley, SOI

The number of tax-exempt organizations filing
Forms 990-T, Exempt Organization Business
Income Tax Returns,
decreased only slightly between Tax Years 2001 and 2002, from 35,540 to 35,103. However, 2002 marked the fourth consecutive year of declining filings of Forms 990-T to report "unrelated business income" (UBI) and taxes. From Tax Year 1998 to Tax Year 2002, the number of organizations filing Forms 990-T dropped nearly 25 percent.
Excel Tables:
1XLS, 2XLS, 3XLS, 4XLS, 5XLS, 6XLS, 7XLS
Related Link:
Exempt Organizations: Unrelated Business Income Statistics

Link: Historical Tables and Appendix