Tax Policy Center

AGI Surtax Options

Individual Taxes: Revenue Tables

Table shows the effect on federal tax revenue of options to impose a surtax on adjusted gross income (AGI).

September 23, 2019
Individual Taxes: Distribution Tables by Income Level

Table shows the effect on the distribution of federal tax burdens in calendar year 2020 of a 10 percent surtax on adjusted gross income in excess of $2 million, by expanded cash income level. Supplemental sheets show the distribution by AGI levels.

September 6, 2019
Individual Taxes: Distribution Tables by Income Percentile

Table shows the effect on the distribution of federal tax burdens in calendar year 2020 of a 10 percent surtax on adjusted gross income in excess of $2 million, by expanded cash income percentiles. Supplemental sheets show the distribution by AGI percentiles.

September 6, 2019
Individual Taxes: Distribution Tables by Income Level

Table shows the effect on the distribution of federal tax burdens in calendar year 2029 of a 10 percent surtax on adjusted gross income in excess of $2 million, by expanded cash income level. Supplemental sheets show the distribution by AGI levels.

September 6, 2019
Individual Taxes: Distribution Tables by Income Percentile

Table shows the effect on the distribution of federal tax burdens in calendar year 2029 of a 10 percent surtax on adjusted gross income in excess of $2 million, by expanded cash income percentiles. Supplemental sheets show the distribution by AGI percentiles.

September 6, 2019
Individual Taxes: Distribution Tables by Income Level

Table shows the effect on the distribution of federal tax burdens in calendar year 2020 of a 10 percent surtax on adjusted gross income in excess of $2.5 million, by expanded cash income level. Supplemental sheets show the distribution by AGI levels.

September 6, 2019
Individual Taxes: Distribution Tables by Income Percentile

Table shows the effect on the distribution of federal tax burdens in calendar year 2020 of a 10 percent surtax on adjusted gross income in excess of $2.5 million, by expanded cash income percentiles. Supplemental sheets show the distribution by AGI percentiles.

September 6, 2019
Individual Taxes: Distribution Tables by Income Level

Table shows the effect on the distribution of federal tax burdens in calendar year 2029 of a 10 percent surtax on adjusted gross income in excess of $2.5 million, by expanded cash income level. Supplemental sheets show the distribution by AGI levels.

September 6, 2019
Individual Taxes: Distribution Tables by Income Percentile

Table shows the effect on the distribution of federal tax burdens in calendar year 2029 of a 10 percent surtax on adjusted gross income in excess of $2.5 million, by expanded cash income percentiles. Supplemental sheets show the distribution by AGI percentiles.

September 6, 2019
Individual Taxes: Distribution Tables by Income Level

Table shows the effect on the distribution of federal tax burdens in calendar year 2020 of a 10 percent surtax on adjusted gross income in excess of $2 million if married, $1 million if single, by expanded cash income level. Supplemental sheets show the distribution by AGI levels.

September 23, 2019
Individual Taxes: Distribution Tables by Income Percentile

Table shows the effect on the distribution of federal tax burdens in calendar year 2020 of a 10 percent surtax on adjusted gross income in excess of $2 million if married ($1 million if single), by expanded cash income percentile. Supplemental sheets show the distribution by AGI levels.

September 23, 2019
Individual Taxes: Distribution Tables by Income Level

Table shows the effect on the distribution of federal tax burdens in calendar year 2029 of a 10 percent surtax on adjusted gross income in excess of $2 million if married, or $1 million if single, by expanded cash income level. Supplemental sheets show the distribution by AGI levels.

September 23, 2019
Individual Taxes: Distribution Tables by Income Percentile

Table shows the effect on the distribution of federal tax burdens in calendar year 2029 of a 10 percent surtax on adjusted gross income in excess of $2 million if married, or $1 million if single, by expanded cash income percentiles. Supplemental sheets show the distribution by AGI percentiles.

September 23, 2019