SOI Tax Stats - Individual Statistical Tables by Tax Rate and Income Percentile
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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:
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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 with Positive Adjusted Gross Income (AGI) - AGI is "total income", as defined by the tax code, less "statutory adjustments".
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Individual Income Tax Returns with Positive "1979 Income Concept" Income - 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.
Individual Income Tax Returns with Modified Taxable Income
Individual Income Tax Returns with Positive Adjusted Gross Income (AGI)
| 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 Rates and Tax Shares, Table 5 |
| Tax Years: |
1986-2009 |
| 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 Rates and Tax Shares, Table 6 |
| Tax Years: |
1986-2009 |
| 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: |
2006 |
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Individual Income Tax Returns with Positive Adjusted Gross Income (AGI) Returns 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, Table 1 |
| Tax Years: |
1986–2009 |
| 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: |
1986–2009 |
| 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: |
2001–2009 |
All Individual Income Tax Returns Excluding Dependents Classified by Tax Percentile—Early Release
This release including the Tax Year 2010 percentile data were produced using an improved methodology to that of previous SOI releases of percentile data in order to refine the accuracy of the percentile estimates. The data in these tables are based on a modified universe of tax returns. In particular, all individual income tax returns except returns of dependents are now used in the computation whereas previous releases were based on only returns with positive AGI. This change was the result of feedback and recommendations made by users of these statistics who encouraged SOI to assess the utility of the information. The data in the improved tables shown here, while more accurate for the dollar amounts shown are still very similar in terms of percentages when compared to the data produced under the previous methodology.
| 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: |
2001–2010 |
| 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: |
2001–2010 |
| 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: |
2001–2010 |
Individual Income Tax Returns with Positive "1979 Income Concept" Income
| 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: |
1986-2009 |
| 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: |
1986-2009 |
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Page Last Reviewed or Updated: 2012-11-15
