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Find the most recent items which have been added to the TaxStats website concerning Individual Tax Statistics.
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)
High-Income Tax Returns, Tax Year 2008 (pdf)
For 2008, there were 4,375,660 individual income tax returns that reported adjusted gross income (AGI) of $200,000 or more, and 4,416,986 with expanded income of $200,000 or more. These high-income returns represent 3.072 percent and 3.101 percent, respectively, of all returns filed for 2008. Article in Spring 2011 Bulletin
(June 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)
Individual Income Tax Data of Taxpayers with the Top 400 Adjusted Gross Income (pdf)
This release contains four tables which contain information from the Top 400 Individual Income Tax Returns for each of Tax Years 1992 through 2008. Table 1 contains frequencies, money amounts, and average dollar amounts for the major income, deduction, and tax credits reported as part of the Form 1040 (U.S. Individual Income Tax Return). Table 2 shows ranges of marginal tax rate for the various statutory rates (including the alternative minimum tax rates) that were in effect for Tax Years 1992 through 2008 while Table 3 shows the range of average tax rates up to 35 percent and over, computed as total income tax divided by adjusted gross income.
The data in Tables 1 - 3 are based on the individual returns with the largest adjusted gross income reported each specific year shown and do not necessarily reflect the same taxpayers over the 17-year time period reflected. Therefore, Table 4 is available to present the number of times an individual return appeared among the 400 largest adjusted gross incomes for each of tax years 1992 through 2008.
(May 2011)
Individual Noncash Contributions, Tax Year 2008 (pdf)
For Tax Year 2008, 23.0 million individual taxpayers who itemized deductions reported $40.4 billion in deductions for noncash charitable contributions. Of those taxpayers, 7 million reported $34.6 billion in deductions for charitable contributions on Form 8283, Noncash Charitable Contributions.
Article in Winter 2011 Bulletin
(April 2011)
Individual Income Tax Returns, Preliminary Data, Tax Year 2009 (pdf)
For Tax Year 2009, taxpayers filed 140.5 million U.S. individual income tax returns, a decrease of 1.3 percent since 2008. Similar to Tax Year 2008, adjusted gross income (AGI) and several other notable items showed a decline for Tax Year 2009.
Article in Winter 2011 Bulletin
(April 2011)
Individual Income Tax Rates and Shares, Tax Year 2008 (pdf)
Taxpayers filed 142.5 million returns for Tax Year 2008. Of those, 90.7 million (or 63.6 percent) were classified as taxable returns. This represents the lowest percentage in more than 23 years. A taxable return is a return that has total income tax greater than $0.
Article in Winter 2011 Bulletin
(April 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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