SOI Tax Stats - What's New in the Individual Area?
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Find the most recent items which have been added to the TaxStats website concerning Individual Tax Statistics.
Publication 1304, Individual Income Tax Returns, 2010 (pdf)
This report contains data for Tax Year 2010 on sources of income, adjusted gross income, exemptions, deductions, taxable income, income tax, modified income tax, tax credits, self-employment tax, and tax payments. Classifications are by tax status, size of adjusted gross income, marital status, age, and type of tax computation.
(August 2012)
Data on Salaries and Wages and Business Income, by Gender, Tax Year 2009 (pdf)
This table contains IRS data classified by gender and size of adjusted gross income (AGI). The data presented are for tax year 2009 and cover: (1) AGI reported on all returns; (2) salaries and wages (distinguishing men and women) as reported on Form W-2 (Wage and Tax Statement); and, (3) the aggregate business income (distinguishing men and women) subject to self-employment tax as reported on Schedule SE (Self-Employment Tax). The business income data include net earnings from sole proprietorships as reported on Schedule C (Profit or Loss from Business), net earnings from farm proprietorships as reported on Schedule F (Profit or Loss from Farming), self-employment income of general and/or limited partners of partnerships, and net earnings for ministers and members of religious orders. Also, included is a break-out between joint and non-joint returns.
(June 2012)
High-Income Tax Returns, Tax Year 2009 (pdf)
For 2009, there were 3,924,489 individual income tax returns reporting adjusted gross income (AGI) of $200,000 or more, and 3,975,288 with expanded income of $200,000 or more. These returns represent, respectively, 2.793 percent and 2.830 percent of all returns for 2009. Article in Spring 2012 Bulletin
(May 2012)
Individual Noncash Contributions, Tax Year 2009 (pdf)
For Tax Year 2009, 21.9 million individual taxpayers who itemized deductions reported $31.8 billion in deductions for noncash charitable contributions. Of these taxpayers, 6.7 million reported $28 billion in deductions for charitable contributions on Form 8283, Noncash Charitable Contributions. This form is used by individual taxpayers when the amount of taxpayer deductions for all noncash donations on Schedule A, Itemized Deductions, exceeds $500.Article in Spring 2012 Bulletin
(May 2012)
Individual Income Tax Returns, Preliminary Data Tax Year 2010 (pdf)
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.
Article in Winter 2012 Bulletin
(March 2012)
Individual Income Tax Rates and Shares, Tax Year 2009 (pdf)
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.
Article in Winter 2012 Bulletin
(March 2012)
Individual Income Tax Returns, 2009 (pdf)
Taxpayers filed 140.5 million individual income tax returns for Tax Year (TY) 2009, a decrease of 1.4 percent from the 142.5 million returns filed for TY 2008. The adjusted gross income (AGI) less deficit reported on these returns totaled $7.6 trillion, a 7.7-percent decrease from the previous year. This was the second year in a row that AGI has decreased.
Article in Fall 2011 Bulletin
(November 2011)
Sole Proprietorship Returns, 2009 (pdf)
For Tax Year 2009, nearly 22.7 million individual income tax returns reported nonfarm sole proprietorship activity, a 0.2-percent increase from 2008. Between Tax Years 2008 and 2009, reported profits for those sole proprietorships declined by 7.4 percent to $244.8 billion. In constant dollars, reported profits decreased for the fourth consecutive year, by 8.3 percent, after decreasing 7.7 percent between 2007 and 2008, 2.0 percent between 2006 and 2007, and 0.2 percent between 2005 and 2006. This was the first time that profits (in constant dollars) have decreased for 4 consecutive years since before 1988.
Article in Summer 2011 Bulletin
(September 2011)
Individual Income Tax Returns, Estimated Data Line Counts, 2009 (pdf)
Statistics of Income (SOI) count package indicates the estimates of frequencies of the entries on the lines of the forms and schedules filed with individual tax returns as shown in the Individual SOI Complete Report (Publication 1304). This publication includes corresponding dollar amounts of selected lines filed in concurrence with the number of returns filed.
(August 2011)
Publication 1304, Individual Income Tax Returns, 2009 (pdf)
This report contains data for Tax Year 2009 on sources of income, adjusted gross income, exemptions, deductions, taxable income, income tax, modified income tax, tax credits, self-employment tax, and tax payments. This publication also contains data for tax provisions in the American Recovery and Reinvestment Act of 2009. Classifications are by tax status, size of adjusted gross income, marital status, age, and type of tax computation.
(July 2011)
Individual Income Tax Returns, by Age of Primary Taxpayer, Tax Years 1997 and 2007 (pdf)
Individual income taxpayers filed approximately 143 million returns in 2007, a 16.8-percent increase from the 122.4 million returns filed in 1997. Taxpayers whose ages were 35 to 44 filed the most returns in 1997 and 2007, with 27.1 million returns filed by the age group in both years. This age group also accounted for the largest percentage of adjusted gross income (AGI) in 1997, representing 26.6 percent of total AGI claimed in this year. Article in Spring 2011 Bulletin
(June 2011)
Individual Income Tax Returns, by State, 2007 (pdf)
For Tax Year 2007, there were approximately 142.2 million individual income tax returns, excluding the additional tax returns filed solely for the economic stimulus payment. The adjusted gross income (AGI) reported on these returns totaled slightly less than $8.7 trillion. Article in Spring 2011 Bulletin
(June 2011)
Sales of Capital Assets Reported on Individual Tax Returns, Tax Year 2007 (pdf)
For Tax Year 2007, taxpayers realized $914.0 billion in net capital gains less losses, reported on 283.1 million asset transactions with overall sales of $5.3 trillion. Passthrough income represented the largest share of net gains less losses, followed by corporate stock. Passthrough gains reflect gains from sales of capital assets by partnerships, S corporations, or fiduciaries that are reported and taxed on individual income tax returns. Passthrough income of $366.9 billion represented 40.1 percent of all net gains, while $227.9 billion from sales of corporate stock accounted for 24.9 percent of the total. This represents a major change, as, historically, gains on corporate stock have accounted for the largest share of total net capital gains less losses. A significant share of the passthrough gains, however, likely represent capital gains from the sale of stock and other securities by investment partnerships.
Article in Winter 2010 Bulletin
(April 2010)
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