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  2. Statistics

Individual

Sources of Income

State and Local Issues

State Minimum Wage Rates

Minimum wage laws and amounts by state, 1983 to 2014 and 2023.

Individual Taxes

Salary and Wages

Salary, wage, and unemployment insurance income, by AGI.

Individual Taxes

Business Income

Business or partnership income, by AGI.

Individual Taxes

Capital Gain Income

Short and long term capital income for all individual income tax returns, by AGI.

Individual Taxes

Non-Capital Asset Income

Non-capital assets, estate and trust, and farm income, by AGI.

State and Local Issues

Interest and Dividend Income

Taxable and tax-exempt interest and dividend income, by AGI.

Individual Taxes

Retirement Income

IRA distribution, pension and annuity income, and Social Security benefits, by AGI.

Individual Taxes

Rent and Royalty Income

Rent and royalty income, by AGI.

Historical Data

Individual Taxes

Historical Income Distribution for Households with Children

Number of households, average pretax and after-tax income, shares of pretax and after-tax income, and income category minimums for households with children, by comprehensive household income quintile.

Federal Budget and Economy

Historical Shares of Federal Tax Liabilities for All Households

Shares of federal tax liabilities for all households, by comprehensive household income quintile.

Individual Taxes

Historical Shares of Federal Tax Liabilities for Households with Children

Shares of federal tax liabilities for households with children, by comprehensive household income quintile.

Individual Taxes

Historical Shares of Federal Tax Liabilities for Elderly Headed Households

Shares of federal tax liabilities for elderly headed households, by comprehensive household income quintile.

Individual Taxes

Historical Income Distribution for Elderly Headed Households

Number of households, average pretax and after-tax income, shares of pretax and after-tax income, for elderly headed households, by comprehensive household income quintile.

Individual Taxes

Historical Average Federal Tax Rates for Households with Children

Average federal tax rates for households with children, by comprehensive household income quintile.

Individual Taxes

Historical Average Federal Tax Rates for All Households

Average federal tax rates for all households, by comprehensive household income quintile.

Individual Taxes

Historical Income Distribution for All Households

Number of households, average pretax and after-tax income, shares of pretax and after-tax income, and income category minimums for all households, by comprehensive household income quintile.

Individual Taxes

Historical Shares of Federal Tax Liabilities for Nonelderly Childless Households

Shares of federal tax liabilities for nonelderly childless households, by comprehensive household income quintile.

Individual Taxes

Historical Income Distribution for Nonelderly Childless Households

Number of households, average pretax and after-tax income, shares of pretax and after-tax income, for nonelderly childless households, by comprehensive household income quintile.

Individual Taxes

Historical Average Federal Tax Rates for Elderly Headed Households

Average federal tax rates for elderly headed households, by comprehensive household income quintile.

Individual Taxes

Historical Average Federal Tax Rates for Nonelderly Childless Households

Average federal tax rates for nonelderly childless households, by comprehensive household income quintile.

Individual Taxes

Return Details by AGI and Marital Status

Adjusted gross income, exemptions, deductions, and tax items.

Individual Taxes

Historical Capital Gains and Taxes

Amounts of realized capital gains, taxes paid, average effective tax rates, and maximum tax rate on long-term capital gains, for tax years 1954 to 2014. Data unavailable for recent years.

Individual Taxes

Marginal Tax Rate for Modified Taxable Income Returns by Marital Status

Individual Taxes

Modified Taxable Income

Individual Taxes

Income Tax as a Percent of AGI

Individual Taxes

Percent of Tax Filers by Marginal Tax Rate

Individual Taxes

Historical Highest Marginal Income Tax Rates

Individual Taxes

Historical Sources of Income and Tax Items

Individual Taxes

Presidential Election Campaign Fund

Individual Taxes

Household Income Quintiles

Income limits and mean income for each quintile of household income, 1967 through 2020.

Individual Taxes

Effective tax rate by AGI

Average effective tax rates, number of tax returns, total adjusted gross income, and total tax after credits, for highest AGI groups, 1945 to 2015.

Individual Taxes

AMT Returns

Individual Taxes

Itemized Charitable Contributions (constant dollars), 1917-2017

Historical itemized charitable contributions as total amount (constant dollars), percent of AGI, and percent of GDP, 1917-2017.

Individual Taxes

Itemized Charitable Contributions (nominal), 1917-2017

Historical itemized charitable contributions (nominal amounts) and adjusted gross income, 1917-2017.

Individual Taxes

Total Income Tax Subsidies for Pension Benefits, 1975-2028

Individual Taxes

Percentage of Returns by the Highest Applicable Statutory Marginal Tax Rate, 1958-2016

Historical percentage of individual income tax returns, classified by the highest applicable statutory marginal rate, 1958-2016.

Deductions & Exemptions

Individual Taxes

Returns of Itemizers by Marital Status

Sources of income, adjustments, and itemized deductions for returns with itemized deductions, by marital status.

Individual Taxes

Returns of Itemizers by AGI

Sources of income, adjustments, and itemized deductions for returns with itemized deductions, by size of adjusted gross income.

Individual Taxes

Type of Deduction by Marital Status

Number of returns and amount of itemized or standard deduction, by marital status.

Individual Taxes

IRA Deductions

Number of returns with IRA deductions and dollar amount of total and average deductions from 1980 to 2020.

Individual Taxes

Deduction Type

Number of returns and dollar amount of standard and itemized deductions over time.

Individual Taxes

Medical Deductions

Number of returns claiming medical deductions and dollar amount of total and average deductions from tax years 1980 to 2020.

Individual Taxes

Taxation of Social Security Benefits

Current schedule of taxation of social security benefits by filing status and income, and changes effective in tax years 1984 and 1994.

Individual Taxes

Mortgage Interest Deduction by State and AGI

Individual Taxes

Mortgage Interest Deduction by State

Individual Taxes

Charitable Deduction by State and AGI

Individual Taxes

Charitable Deduction by State

Individual Taxes

State and Local Sales Tax Deduction By State and AGI

Individual Taxes

State and Local Sales Tax Deduction By State

Individual Taxes

State and Local Real Estate Tax Deduction By State and AGI

Individual Taxes

State and Local Real Estate Tax Deduction By State

Individual Taxes

State and Local Income Tax Deduction by State

Individual Taxes

Taxes Paid Deduction by State

Number of filers and amount claimed for those deducting state and local taxes paid, by state.

State and Local Issues

Taxes Paid Deduction by State and AGI

Number of filers and amount claimed for those deducting state and local taxes paid, by state and adjusted gross income.

Individual Taxes

State and Local Income Tax Deduction By State and AGI

State and Local Issues

Social Security and Pension Income

State and Local Issues

State Income Tax Personal Exemptions

Individual Taxes

Congressional Districts Ranked by Percentage of Returns With State and Local Tax Deduction, 2014 and 2016

Workbook includes three tables. The first table ranks congressional districts by the percent of returns with a state and local tax deduction in 2016. The second table ranks congressional districts by the percentage of returns with a state and local tax deduction in 2014. The third ranks congressional districts by the state and local tax deduction as a percentage of AGI in 2014.

Individual Taxes

Exemption Type by AGI

Exemptions by type and number of exemptions, by AGI.

Individual Taxes

Exemption Type by Marital Status

Exemptions by type and number of exemptions, by marital status.

Credits

Individual Taxes

Return Details by Marital Status

Individual Taxes

Credit Type and Amount

Number of returns claiming and amount of various tax credits, by AGI.

Individual Taxes

Dependent and Child Care Credits

Number of families and dollar amount of total and average dependent care credits from 1976 to 2020.

Individual Taxes

Elderly and Disabled Credits

Number of families and dollar amount of total and average credits from 1976 to 2020.

Individual Taxes

EITC Claims by State

Number of federal EITC returns, share of total returns, total and average dollar amounts of credit, by state.

Individual Taxes

EITC Parameters

EITC credit rate, minimum income for maximum credit amount, maximum credit amount, and phaseout rate and range, by number of qualifying children, 1975 to 2023.

Parameters for filers with no custodial children at home ("childless" filers) were updated March 19, 2021 to reflect the temporary expansion of the EITC enacted as part of the American Rescue Plan Act of 2021.

Individual Taxes

Federal Returns with EITC

Number and dollar amount of EITC, by type of income, number of qualifying children, and income.

Individual Taxes

EITC Distribution by Number of Qualifying Children

Number and dollar amount of EITC, by number of qualifying children and income.

Individual Taxes

EITC Recipients

Number of EITC recipients, total amount and refundable amount of credit, and average credit claimed, 1975 through 2020.

Individual Taxes

Child-Related Tax Credits, 2000-2019

Parameters for child tax credit and child and dependent care tax credit.

Individual Taxes

EITC, TANF, and Food Stamp Participation Rates Among Families with Children, 1990-2016

Chart of EITC, TANF, and food stamp participation rates among families with children.

Individual Taxes

Value of Child Benefits at Various Income Levels, 2010

Chart with dollar amount value of child tax benefits (dependent exemption, Head of Household filing status, child tax credit, earned income tax credit, and Making Work Pay credit, by amount of earnings, 2010.

Individual Taxes

EITC Distribution by Filing Status, 2000 and 2003

Distribution of EITC benefits, by income and filing status, 2000 and 2003.

Current Statistics

Individual Taxes

Historical Individual Income Tax Parameters

Individual Taxes

Personal Exemption and Standard Deduction

Personal exemptions, standard and blind or elderly deductions, and filing thresholds by filing status.

Individual Taxes

Standard Deduction

Standard deduction amount for single, married, and head of household filers.

Individual Taxes

Median Income by Family Characteristics

Median income of families annually by selected family characteristics including type of residence, region, age of householder, family size, race or ethnicity.

Individual Taxes

Projected Returns by Type of Tax 2011-2018

Brackets

Individual Taxes

Detailed Individual Income Tax Parameters (Including Brackets), 1944-Present

AMT

Individual Taxes

AMT by State and by AGI

Individual Taxes

AMT by State

Campaigns, Proposals, and Reforms

AMT Legislation

Legislation for the add-on tax and alternative minimum tax since 1969.

Individual Taxes

AMT Parameters

Alternative minimum tax parameters by filing status, taxable income, and tax bracket, 1993 to 2018.

Individual Taxes

AMT Filers and Revenue

Number of AMT filers and AMT revenue.

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