2013

Tables:

• (Feb 25, 2013) - T13-0093 - Baseline Distribution of Students Receiving Pell Grants, AOTC, LLC, and Tuition and Fees Deduction; Undergraduate Students, by Adjusted Gross Income, 2013
  The baseline distribution of students receiving Pell grants, AOTC, LLC and the tuition and fees deduction for undergraduate students by adjusted gross income in 2013.
• (Feb 25, 2013) - T13-0092 - Baseline Distribution of Tax Units Receiving Pell Grants, AOTC, LLC, and Tuition and Fees Deduction; Undergraduate Students, by Adjusted Gross Income, 2013
  The baseline distribution of tax units receiving Pell grants, AOTC, LLC, and the tuition and fees deduction for undergraduate students by adjusted gross income in 2013.
• (Feb 19, 2013) - T13-0091 - Baseline Distribution of Students Receiving Pell Grants, AOTC, LLC, and Tuition and Fees Deduction; All Students, by Adjusted Gross Income, 2013
  The baseline distribution of students receiving Pell grants, AOTC, LLC, and tuition and fees deduction for all students by adjusted gross income in 2013.
• (Feb 19, 2013) - T13-0090 - Baseline Distribution of Tax Units Receiving Pell Grants, AOTC, LLC, and Tuition and Fees Deduction; All Students, by Adjusted Gross Income, 2013
  The baseline distribution of tax units receiving Pell grants, AOTC, LLC, and Tuition and Fees deduction for all students by adjusted gross income in 2013.
• (Jan 17, 2013) - T13-0041 - Number of Tax Units by Tax Bracket and Filing Status, 2013
  The number of tax units by filing status in each statutory marginal income tax bracket in 2013.
• (Jan 17, 2013) - T13-0036 - Number of Tax Units by Tax Bracket under Current Law, 2011-2013
  The number of tax units by tax bracket under current law for years 2011-2013.
• (Jan 09, 2013) - T13-0020 - Current Law Distribution of Gross Estate and Net Estate Tax by Size of Gross Estate, 2013
  The current law distribution of gross and net estate tax by size of gross estate in 2013.
• (Nov 26, 2012) - T12-0314 - Tax Units Above and Below the $250,000/$200,000 Threshold; by Filing Status, 2013, 2015, 2020
  The number of tax units above and below the $250,000/$200,000 AGI threshold for the years 2013, 2015, and 2020.
• (Nov 26, 2012) - T12-0313 - Tax Units Above and Below the $250,000/$200,000 Threshold, 2013-2022
  The number of tax units above and below the $250,000/$200,000 AGI threshold from 2013-2022.
• (Sep 13, 2012) - T12-0175 - Income Subject to Tax and Effective Marginal Tax Rates in the Regular Income Tax and the AMT among AMT Tax Payers, Current Law, 2011-2013
  Compares the effective marginal rates for AMT taxpayers under the regular income tax and the AMT and also the income subject to tax under the regular income tax and the AMT, by cash income level, under current law, between 2011 and 2013.
• (Sep 13, 2012) - T12-0173 - Average Effective AMT Tax Rate
  Displays the average effective AMT tax rate across cash income levels, filing status, children at home and state of filing, under current law and current policy (with and without AMT patch) for 2011-2013 and 2022.
• (Sep 13, 2012) - T12-0172 - AMT Revenue per AMT Taxpayer
  Displays the average AMT tax liability per AMT taxpayer across cash income levels, filing status, children at home and state of filing, under current law and current policy (with and without AMT patch) for 2011-2013 and 2022.
• (Sep 13, 2012) - T12-0171 - Characteristics of AMT Taxpayers with and without AMT fix, 2011-2013, 2022
  Displays the number of AMT taxpayers as a percentage of all tax-filers across cash income levels, filing status, children at home and state of filing, under current law and current policy (with and without AMT patch).
• (Sep 13, 2012) - T12-0170 - Baseline AMT Taxpayers, Number of AMT Taxpayers with and without AMT Fix, 2011-2013
  Number of AMT taxpayers and percentage of tax-units affected by the AMT under current law and current policy between 2011 and 2013. Two simulations are presented for each baseline, depicting the number of AMT taxpayers with and without fixes to the AMT.
• (Sep 13, 2012) - T12-0169 - Baseline AMT Projections, Aggregate AMT Projections, 2011-2022
  Number of AMT taxpayers, AMT revenue and percentage of tax-units affected by the AMT under current law and current policy (with and without AMT patch) between 2011 and 2022.
• (Aug 18, 2011) - T11-0271 - Options to Replace Mortgage Interest Deduction (MID) with Tax Credit Impact on Individual Income Tax Revenue (billions of current dollars), 2012-21
  Impact on individual income tax revenue from replacing mortgage interest deduction with tax credit, 2012-2021
• (Jun 10, 2011) - T11-0172 - Income Breaks for the 2011 Tax Model (0411 Series), 2004-2022
  Table shows the income percentile breaks for the updated 2011 model by cash income, adjusted cash income, economic income, and adjusted gross income.
• (Jun 06, 2011) - T11-0165 - Baseline Distribution of Estate Tax for Estate Tax Filers; Baseline: 2009 Law; By Percentiles of Gross Estate, 2013
  Distribution of returns, total and average estate tax liability, and average tax rate by current law gross estate quintiles for 2013 under 2009 law extended both indexed and unindexed.
• (Jun 06, 2011) - T11-0164 - Baseline Distribution of Estate Tax for Estate Tax Filers; Baseline: Current Law and 2011 Law; By Percentiles of Gross Estate, 2013
  Distribution of returns, total and average estate tax liability, and average tax rate by current law gross estate quintiles for 2013 current law and 2011 law extended.
• (Jun 02, 2011) - T11-0162 - Baseline Distribution of Gross Estate and Net Estate Tax By Size of Gross Estate; $3.5 Million Indexed Exemption and 45% Rate, 2013
  Distribution of returns, gross estate, net estate tax liabilty and average tax rate by gross estate levels for 2013 with a $3.5Mill indexed exemption and 45% rate (2009 law extended, indexed).
• (Jun 02, 2011) - T11-0161 - Baseline Distribution of Gross Estate and Net Estate Tax By Size of Gross Estate; $3.5 Million Unindexed Exemption and 45% Rate, 2013
  Distribution of returns, gross estate, net estate tax liabilty and average tax rate by gross estate levels for 2013 with a $3.5Mill unindexed exemption and 45% rate (2009 law extended, unindexed).
• (Jun 02, 2011) - T11-0160 - Baseline Distribution of Gross Estate and Net Estate Tax By Size of Gross Estate; $5 Million Exemption and 35% Rate, 2013
  Distribution of returns, gross estate, net estate tax liabilty and average tax rate by gross estate levels for 2013 with a $5Mill exemption and 35% rate (2011 law extended).
• (Jun 02, 2011) - T11-0159 - Baseline Distribution of Gross Estate and Net Estate Tax By Size of Gross Estate; Current Law, 2013
  Distribution of returns, gross estate, net estate tax liabilty and average tax rate by gross estate levels for 2013 under current law.
• (Jun 02, 2011) - T11-0156 - Baseline Estate Tax Returns; Current Law and Multiple Reform Proposals, 2011-2021
  Estate tax returns, both total and taxable, and estate tax liability for years 2011-2021 under current law, $1Mill exemption with 55% rate, 2012 law extended, and 2009 law extended both indexed and unindexed.
• (May 24, 2011) - T11-0125 - Reform Child Tax Credit: Various Options; Impact on Number of Children, 2012-21
  Table showing the static impact on number of eligible children for the child tax credit (CTC) for various proposals.
• (May 19, 2011) - T11-0124 - Baseline Tables: Tax Units by Marginal Tax Rate by Filing Status; Baseline: Current Law, Current Policy and the Administration’s FY2012 Budget Proposals, 2013
  Number of tax-units across each income tax-bracket, under current law, current policy and the Administration’s FY2012 Budget Proposals, by filing status, 2013.
• (Oct 06, 2010) - T10-0242 - Automatic IRAs and Alternative Saver's Credit: Average Change in IRA Contributions; Baseline: Current Policy; Distribution by Cash Income Percentile, 2011-2020
  Table estimating the change in retirement contributions from introducing automatic IRA enrollment and an alternative Saver's Credit; see table footnotes for details.
• (Sep 20, 2010) - T10-0237 - Income Breaks for the 2009 Tax Model (0509 Series), 2004-2019
  Table shows the income percentile breaks for the updated 2009 model by cash income, adjusted cash income, economic income, and adjusted gross income.
• (May 03, 2010) - T10-0106 - Aggregate AMT Projections; Multiple Baselines, 2009-2020
  Alternative Minimum Tax statistics for 2009-2020 under current law, Administration's baseline with no AMT patch, Administration's baseline with AMT patch, as Senate Finance Committee's budget resolution.
• (Mar 09, 2010) - T10-0095 - Extend Expanded Earned Income Tax Credit; Baseline: Current Policy; Number of Qualifying Children, 2011-19
  Table showing the impact on the number of children qualifying for the Earned Income Tax Credit from extending the credit expansions in the 2009 American Recovery and Reinvestment Act.
• (Jan 21, 2010) - T10-0009 - Reforming the Child Tax Credit; Impact on Eligible Children; Multiple Baselines; 2010-19
  Impact on the number of children eligible for the child tax credit of: reducing the refundability threshold, making the credit fully refundable, and reducing the refundability rate.
• (Dec 11, 2009) - T09-0445 - Distribution of Tax Units with Business Income, by Earnings, 2013
  2013 distribution of tax units with business income by earnings.
• (Oct 30, 2009) - T09-0431 - Estate Tax Returns and Liability Under Current Law and Various Reform Proposals, 2009-2019
  Projections of the number of taxable and non-taxable returns and estate tax liability under a variety of reform proposals.
• (Oct 06, 2009) - T09-0400 - Estate Tax Returns and Liability Under Current Law and Various Reform Proposals, 2009-2019
  Projections of the number of taxable and non-taxable returns and estate tax liability under a variety of reform proposals.
• (Oct 01, 2009) - T09-0394 - Extend AMT Patch and Index Parameters for Inflation, Impact on Tax Liability, Revenue and AMT Taxpayers, 2010-20
  Impact of extending the 2009 AMT patch on tax liability, revenue and number of taxpayers.
• (Oct 01, 2009) - T09-0384 - Aggregate AMT Projections, 2009-2020
  2009-2020 projections of the number of AMT taxpayers, the share of all taxpayers on the AMT, AMT revenue, average AMT revenue per taxpayer, and other AMT statistics.
• (Sep 01, 2009) - T09-0378 - Aggregate Adjusted Gross Income (AGI) and Taxable Income of Tax Units with Income Greater than $250K/$200K Billions of Current Dollars, 2009-19
  Aggregate AGI and taxable income (TI) of tax units with AGI greater than $250,000 for couples filling jointly ($125,000 for couples filing separately) or AGI greater than $200,000 for singles or head of households as well as aggregate AGI and TI of tax units with TI greater than $250,000 for couples filling jointly ($125,000 for couples filing separately) or TI greater than $200,000 for singles or head of households under current law for years 2009-2019.
• (Jul 01, 2009) - T09-0333 - Tax Units With Zero or Negative Tax Liability, 2009-2019
  Tax units with zero or negative tax liability under current law, the Administration's baseline and the Administration's budget proposal for 2009-2019.
• (May 26, 2009) - T09-0279 - Tax Units with Zero or Negative Individual Income Tax under Various Assumptions Regarding ESI Exclusion Repeal and Tax Credit Refundability under the Patients' Choice Act
  Number of tax units with zero or negative tax liabilty under various assumptions regarding the repeal of employer sponsored insurance and tax credits, both refundable and non refundable; for the years 2010 to 2019.
• (May 12, 2009) - T09-0257 - Replace ESI Exclusion and Self-Employment Health Insurance Deduction With Voucher to Purchase Private Insurance
  Revenue loss and required VAT rates due to replacing the employer sponsored insurance deduction and self-employment health insurance deduction with a voucher to purchase private insurance. Individual voucher value depends on age and gender; the total voucher for each tax unit is the sum of each individual's voucher. Only individuals not on public insurance receive a voucher.
• (Apr 14, 2009) - T09-0202 - Tax Units with Zero or Negative Tax Liability, 2009-2019
  Tax units with zero or negative tax liability under current law, the Administration's baseline and the Administration's budget proposal for 2009-2019.
• (Apr 13, 2009) - T09-0200 - Estate Tax Returns and Liability Under Current Law and Various Reform Proposals, 2009-2019
  Number of estate tax returns and liability under current estate tax law and various proposed reforms.
• (Mar 27, 2009) - T09-0187 - Aggregate AMT Projections and Recent History, 1970-2019
  Aggregate projections and recent history of AMT taxpayers and AMT revenue under current law, the Administration's baseline without an AMT fix, and pre-EGTRRA law from the years 1970 to 2019.
• (Mar 27, 2009) - T09-0186 - Aggregate AMT Projections, 2008-2019
  2008-2019 projections of the number of AMT taxpayers, the share of all taxpayers on the AMT, AMT revenue, average AMT revenue per taxpayer, and other AMT statistics.
• (Nov 04, 2008) - T08-0249 - Aggregate AMT Projections and Recent History, 1970-2018
  Aggregate projections and recent history of AMT taxpayers and AMT revenue under current law, current law extended and pre-EGTRRA law from the years 1970 to 2018.
• (Nov 04, 2008) - T08-0248 - Aggregate AMT Projections, 2008-2018
  2007-2018 Projections of the number of AMT taxpayers, the share of all taxpayers on the AMT, AMT revenue, average AMT revenue per AMT return, and other AMT statistics
• (Oct 09, 2008) - T08-0278 - Options for Reforming the Child Tax Credit (CTC) Static Impact on Number of Eligible Children (millions), 2009-18
  Impact on the number of children eligible for the Child Tax Credit (CTC) due to reforming the CTC's thresholds and refundability rate.
• (Jun 19, 2008) - T08-0000 - Income Breaks for the 2008 Tax Model (0308 Series), 2004-2019
  The income breaks (adjusted gross income, cash income, and economic income) used in percentile tables for 0308-X)
• (Jun 03, 2008) - T08-0095 - Aggregate AMT Projections and Recent History, 1970-2018
  1970-2018 The number of AMT taxpayers and total AMT revenue based on historical data and future projections
• (Jun 03, 2008) - T08-0094 - Aggregate AMT Projections, 2007-2018
  2007-2018 Projections of the number of AMT taxpayers, the share of all taxpayers on the AMT, AMT revenue, average AMT revenue per AMT return, and other AMT statistics
• (Jan 29, 2008) - T08-0044 - Aggregate AMT Projections and Recent History, 1970-2017
  1970-2017 The number of AMT taxpayers and total AMT revenue based on historical data and future projections
• (Jan 29, 2008) - T08-0043 - Aggregate AMT Projections, 2006-2017
  2006-2017 Projections of the number of AMT taxpayers, the share of all taxpayers on the AMT, AMT revenue, average AMT revenue per AMT return, and other AMT statistics
• (Nov 10, 2006) - T06-0267 - Aggregate AMT Projections and Recent History, 1970-2017
  1970-2017 The number of AMT taxpayers and total AMT revenue based on historical data and future projections
• (Nov 10, 2006) - T06-0266 - Aggregate AMT Projections, 2006-2017
  2006-2017 Projections of the number of AMT taxpayers, the share of all taxpayers on the AMT, AMT revenue, average AMT revenue per AMT return, and other AMT statistics
• (Oct 24, 2006) - T06-0247 - AMT Participation Rate (percent) by Individual Characteristics
  By cash income class, number of children, state tax level, and filing status, 2005-6, 2010, 2015
• (Oct 24, 2006) - T06-0246 - Aggregate AMT Projections, 2005-2015
  Number and percent of taxpayers, revenue, AGI, and cost of income tax repeal
• (Jul 27, 2006) - T06-0214 - Current Law and Estate Tax Proposals: Effect on Returns and Tax Liability, 2007-16
  Preliminary analyses of the estate tax proposals reportedly being considered.
• (Jun 07, 2006) - T06-0138 - Current Law and Estate Tax Proposals: Effect on Returns and Tax Liability, 2007-16
  Preliminary analyses of the estate tax proposals reportedly being considered.
• (Mar 10, 2006) - T06-0057 - AMT Taxpayers with Children, 2005-15
  2005-15, AMT Taxpayers with Children
• (Mar 10, 2006) - T06-0056 - AMT Effects of Imposition of Dollar Limit on 2001-2004 Individual Income Tax Cuts, 2007-16
  2007-16, Impose Dollar Limit on 2001-2004 Individual Income Tax Cuts, Number of AMT Taxpayers
• (Feb 07, 2006) - T06-0037 - Extending 2005 AMT Exemption Level: Number of AMT Taxpayers, 2005-15
  2005-15, Extending 2005 AMT Exemption Level: Number of AMT Taxpayers
• (Jan 18, 2006) - T06-0006 - Options for Expanding the Child Tax Credit, Child Tax Credit Refundability Options: Number of Filers Claiming the Full Credit
  2006-15, Child Tax Credit Refundability Options: Number of Filers Claiming the Full Credit (millions)
• (Jan 18, 2006) - T06-0005 - Options for Expanding the Child Tax Credit, Child Tax Credit Refundability Options: Number of Children in Tax Units Claiming the Credit
  2006-15, Child Tax Credit Refundability Options: Number of Children in Tax Units Claiming the Credit (millions)
• (Jan 18, 2006) - T06-0004 - Options for Expanding the Child Tax Credit, Child Tax Credit Refundability Options: Number of Filers Claiming the Credit
  2006-15, Child Tax Credit Refundability Options: Number of Filers Claiming the Credit (millions)
• (Jul 06, 2005) - T05-0119 - Estate Tax Returns and Liability, 2001-2015
  2001-2015, Aggregate Projections: Estate Tax Returns and Liability
• (Jun 10, 2005) - T05-0085 - Aggregate AMT Projections, 2005-15
  Number and percent of taxpayers, revenue, AGI, and cost of income tax repeal
• (May 23, 2005) - T05-0075 - Aggregate AMT Projections, 2005-2015
  2005-2015, Aggregate AMT Projections: Number of AMT Taxpayers, Percent, Revenue
• (Feb 10, 2005) - T05-0026 - Aggregate AMT Projections, 2005-15
  2005-15, Aggregate AMT Projections
• (May 03, 2004) - T04-0065 - Aggregate AMT Projections and Recent History, 1999-2014
  1999-2014 historical values and projections of the number of AMT taxpayers and AMT revenue under (a) current law; (b) extension of the 2001 and 2003 tax acts (EGTRRA and JGTRRA); and (c) repeal of EGTRRA and JGTRRA.
• (Oct 21, 2003) - T03-0199 - Estimated Number of Tax Returns Filed, 2001-2013
  2001-13 calendar year projections of the number of individual income tax returns to be filed, by adjusted gross income.
• (May 27, 2003) - T03-0137 - AMT Projections, 2003-2013: 2003-13 calendar year projections of the number of taxpayers affected by the AMT, and the amount of AMT revenue, under current law and under a baseline in which the provisions of the 2001 tax act (EGTRRA) are made permanent
  2003-13 calendar year projections of the number of taxpayers affected by the AMT, and the amount of AMT revenue, under current law and under a baseline in which the provisions of the 2001 tax act (EGTRRA) are made permanent.
• (May 19, 2003) - T03-0106 - Effects of the version of the May 2003 Jobs and Growth plan as passed by the Senate (Senate version of JGTRRA) on the number of taxpayers affected by the AMT, and AMT revenue, 2003-13 calendar years
  2003-13 calendar year effects of the version of the May 2003 Jobs and Growth plan as passed by the Senate (Senate version of JGTRRA) on the number of taxpayers affected by the AMT, and AMT revenue.