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Statistics of Income Bulletin, Spring, 2001
Table 1.--Individual Income Tax Returns: Selected Income and Tax Items
for Specified Tax Years, 1980-1999
[All figures are estimates based on samples--money amounts are in
thousands of dollars]
Item 1980 1985
(1) (2)
All returns[1] 93,902,469 101,660,287
Form 1040 returns[1] 57,122,592 67,006,425
Form 1040A returns[1] 36,779,877 18,124,702
Form 1040EZ returns[1] N/A 16,529,160
Form 1040PC returns[1] N/A N/A
Electronically-filed returns[1] N/A N/A
Returns by filing status:
Joint returns 45,243,211 47,809,791
Returns of married persons
filing separately 1,699,165 895,789
Returns of heads of households 7,691,103 10,038,229
Returns of surviving spouses 125,646 113,289
Returns of single persons 39,143,344 42,803,189
Returns with Presidential Election
Campaign Fund
checkoff:[2]
Number of returns n.a. n.a.
Amount 32,639 34,713
Number of boxes checked n.a. n.a.
Adjusted gross income (AGI)[3] 1,613,731,497 2,305,951,483
Salaries and wages:
Number of returns 83,802,109 87,198,001
Amount 1,349,842,802 1,928,200,978
Taxable interest received:[4]
Number of returns 49,019,575 64,526,434
Amount 102,009,444 182,109,194
Tax-exempt interest:[5]
Number of returns n.a. n.a.
Amount n.a. n.a.
Dividends in AGI:[6]
Number of returns 10,738,982 15,527,579
Amount 38,761,253 55,046,351
Business or profession net income:
Number of returns 6,305,794 8,640,701
Amount 66,995,010 98,775,563
Business or profession net loss:
Number of returns 2,575,325 3,259,640
Amount[7] 11,865,856 20,002,986
Net capital gain in AGI:[6,8]
Number of returns 6,973,930 9,991,808
Amount 32,723,298 72,183,321
Net capital loss in AGI:[6]
Number of returns 1,955,544 2,667,409
Amount 3,063,698 3,905,541
Sales of property other than capital
assets, net gain:
Number of returns 669,735 1,005,078
Amount 2,149,695 5,019,477
Sales of property other than capital
assets, net loss:
Number of returns 424,922 612,504
Amount 2,073,409 3,492,144
Pensions and annuities in AGI:[9]
Number of returns 7,373,704 13,133,295
Amount 43,339,736 95,096,003
Unemployment compensation in AGI:[10]
Number of returns 1,798,210 4,771,546
Amount 2,028,456 6,355,539
Social Security benefits in AGI:[11]
Number of returns N/A 2,956,073
Amount N/A 9,594,182
Rent net income:[12]
Number of returns 3,653,996 3,541,964
Amount 13,664,671 16,340,908
Rent net loss:[12]
Number of returns 3,809,821 5,390,750
Amount 13,464,274 36,163,023
Royalty net income:[13]
Number of returns 707,018 960,701
Amount 4,213,345 7,243,748
Royalty net loss:[13]
Number of returns 37,297 77,189
Amount 308,361 385,360
Partnership and S corporation net
income:[14]
Number of returns 3,200,000 2,477,459
Amount[7] 10,099,346 48,477,552
Partnership and S corporation net
loss:[14]
Number of returns [14] 3,010,212
Amount [14] 51,004,143
Estate or trust net income:
Number of returns 865,381 1,075,119
Amount 4,974,127 10,328,599
Estate or trust net loss:
Number of returns 40,916 73,534
Amount 414,096 652,621
Farm net income:
Number of returns 1,123,085 891,562
Amount 9,938,950 6,493,117
Farm net loss:
Number of returns 1,485,345 1,729,299
Amount[7] 11,731,416 18,498,600
Total statutory adjustments:
Number of returns[15] 13,148,919 37,763,418
Amount[15] 28,614,061 95,082,299
Individual Retirement
Arrangements:[16]
Number of returns 2,564,421 16,205,846
Amount 3,430,894 38,211,574
Student loan interest deduction:
Number of returns N/A N/A
Amount N/A N/A
Medical savings account
deduction:[17]
Number of returns N/A N/A
Amount N/A N/A
Keogh and self-employed retirement
plans:
Number of returns 568,936 675,822
Amount 2,007,666 5,181,993
Deduction for self-employment tax:
Number of returns N/A N/A
Amount N/A N/A
Self-employed health insurance:[18]
Number of returns N/A N/A
Amount N/A N/A
Exemptions:
Number of exemptions, total 227,925,098 244,180,202
Amount[19] 227,569,280 253,720,447
Number of boxes checked for
taxpayers age 65 or 11,847,168 16,748,810
over[19]
Primary taxpayer N/A N/A
Spouse N/A N/A
Total deductions:
Number of returns[20] 88,491,251 96,848,626
Amount[20] 364,000,155 554,733,523
Standard deductions:[21]
Number of returns 59,540,969 57,000,442
Amount 145,972,016 144,994,379
Returns with additional
standard deductions for
age 65 or over or
blindness:
Number of returns N/A N/A
Amount N/A N/A
Itemized deductions:
Number of returns[22] 28,950,282 39,848,184
Amount[22] 218,028,139 405,023,525
Medical and dental expense:[23]
Number of returns 19,458,318 10,777,296
Amount 14,972,082 22,926,214
Taxes paid:[24]
Number of returns 28,749,278 39,548,023
Amount 69,404,275 128,084,618
Interest paid:[25]
Number of returns 26,676,836 36,286,822
Amount 91,187,006 180,094,578
Home mortgage interest paid:
Number of returns 22,359,099 28,052,037
Amount 59,313,902 115,036,533
Charitable contributions:
Number of returns 26,601,428 36,162,178
Amount 25,809,608 47,962,848
Taxable income:[26]
Number of returns 88,104,696 96,124,046
Amount 1,279,985,360 1,820,740,833
Income tax before credits:[27]
Number of returns 76,135,819 85,994,216
Amount 256,294,315 332,165,333
Tax credits:
Number of returns[28, 29, 32] 19,674,483 20,995,285
Total amount[28, 29, 32] 7,215,839 10,248,044
Child care credit:
Number of returns 4,230,757 8,417,522
Amount 956,439 3,127,702
Credit for the elderly or
disabled:
Number of returns 561,918 462,548
Amount 134,993 108,642
Child tax credit:[30]
Number of returns N/A N/A
Amount N/A N/A
Education credits:
Number of returns N/A N/A
Amount N/A N/A
Foreign tax credit:
Number of returns 393,074 453,863
Amount 1,341,675 782,561
Investment credit:[31]
Number of returns n.a. [31]
Amount 3,288,415 [31]
General business credit:[31,32]
Number of returns N/A 4,614,307
Amount N/A 4,791,132
Income tax after credits:
Number of returns 73,840,395 82,762,130
Amount 249,078,475 321,917,289
Total income tax:[33]
Number of returns 73,906,244 82,846,420
Amount 250,341,440 325,710,254
Minimum tax:[34]
Number of returns 94,599 N/A
Amount 412,638 N/A
Alternative minimum tax:[34]
Number of returns 122,670 427,688
Amount 850,326 3,791,672
Earned income credit:[35]
Number of returns 6,953,621 6,499,568
Amount 1,985,996 2,087,658
Used to offset income tax
before credits:
Number of returns 3,154,428 2,688,925
Amount 451,366 379,571
Used to offset other taxes:
Number of returns 720,863 774,579
Amount 164,461 209,212
Excess earned income credit
(refundable):
Number of returns 4,996,637 4,743,200
Amount 1,370,169 1,498,875
Tax payments, total:[36]
Number of returns 87,439,159 93,979,989
Amount[36] 271,501,122 374,657,500
Income tax withheld:[37]
Number of returns 81,727,468 86,796,750
Amount 228,959,396 299,184,608
Excess Social Security tax
withheld:
Number of returns 1,112,936 870,892
Amount 426,976 600,136
Estimated tax payments:[38]
Number of returns 8,503,963 11,794,640
Amount 37,867,010 64,406,134
Payments with requests for
extension of filing
time:[39]
Number of returns 550,342 889,206
Amount 3,922,698 10,215,422
Tax due at time of filing:[40]
Number of returns 21,755,516 21,210,194
Amount 32,843,576 39,091,228
Tax overpayments, total:[40,41]
Number of returns 69,868,451 77,424,003
Amount 49,458,344 76,220,146
Overpayment refunds:
Number of returns 68,232,903 74,914,665
Amount 46,680,072 68,933,993
Item 1990 1995
(3) (4)
All returns[1] 113,717,138 118,218,327
Form 1040 returns[1] 69,270,236 64,774,724
Form 1040A returns[1] 25,917,288 24,463,262
Form 1040EZ returns[1] 18,529,614 21,644,177
Form 1040PC returns[1] N/A 7,102,740
Electronically-filed returns[1] 8,755,040 14,724,219
Returns by filing status:
Joint returns 48,377,437 49,036,410
Returns of married persons
filing separately 2,195,510 2,627,963
Returns of heads of households 13,159,596 15,551,213
Returns of surviving spouses 111,478 115,370
Returns of single persons 49,873,116 50,887,371
Returns with Presidential Election
Campaign Fund
checkoff:[2]
Number of returns 22,512,682 14,935,134
Amount 32,463 67,860
Number of boxes checked 32,496,958 21,443,077
Adjusted gross income (AGI)[3] 3,405,427,348 4,189,353,615
Salaries and wages:
Number of returns 96,729,912 101,138,551
Amount 2,599,401,271 3,201,456,569
Taxable interest received:[4]
Number of returns 70,369,662 67,028,830
Amount 227,083,888 154,780,536
Tax-exempt interest:[5]
Number of returns 3,916,925 5,006,129
Amount 40,228,405 48,518,428
Dividends in AGI:[6]
Number of returns 22,904,441 26,214,195
Amount 80,168,536 94,592,325
Business or profession net income:
Number of returns 11,221,925 12,217,261
Amount 161,657,252 191,809,620
Business or profession net loss:
Number of returns 3,415,666 3,955,590
Amount[7] 20,227,059 22,466,293
Net capital gain in AGI:[6,8]
Number of returns 9,217,141 14,829,385
Amount 123,783,047 180,130,460
Net capital loss in AGI:[6]
Number of returns 5,070,741 5,133,540
Amount 9,551,854 9,715,254
Sales of property other than capital
assets, net gain:
Number of returns 866,359 802,688
Amount 6,299,921 5,734,820
Sales of property other than capital
assets, net loss:
Number of returns 825,018 974,545
Amount 4,828,713 8,744,858
Pensions and annuities in AGI:[9]
Number of returns 17,014,091 18,414,601
Amount 159,294,448 221,053,045
Unemployment compensation in AGI:[10]
Number of returns 8,014,136 7,985,322
Amount 15,453,147 19,336,423
Social Security benefits in AGI:[11]
Number of returns 5,082,575 6,598,033
Amount 19,686,539 45,715,361
Rent net income:[12]
Number of returns 3,933,823 4,358,760
Amount 25,886,388 35,165,713
Rent net loss:[12]
Number of returns 5,163,186 4,903,387
Amount 33,450,215 27,437,709
Royalty net income:[13]
Number of returns 1,170,627 1,096,821
Amount 4,534,436 5,010,334
Royalty net loss:[13]
Number of returns 49,133 36,680
Amount 125,855 84,550
Partnership and S corporation net
income:[14]
Number of returns 3,210,384 3,566,632
Amount 112,029,507 166,418,667
Partnership and S corporation net
loss:[14]
Number of returns 2,767,074 2,055,062
Amount[7] 45,007,276 40,666,189
Estate or trust net income:
Number of returns 444,953 506,584
Amount 4,633,163 6,870,734
Estate or trust net loss:
Number of returns 74,127 41,050
Amount 467,976 816,719
Farm net income:
Number of returns 996,360 726,065
Amount 11,395,305 8,192,174
Farm net loss:
Number of returns 1,324,793 1,493,178
Amount[7] 11,829,067 16,041,814
Total statutory adjustments:
Number of returns[15] 16,648,032 18,208,887
Amount[15] 33,974,231 41,139,577
Individual Retirement
Arrangements:[16]
Number of returns 5,223,737 4,300,722
Amount 9,858,219 8,338,014
Student loan interest deduction:
Number of returns N/A N/A
Amount N/A N/A
Medical savings account
deduction:[17]
Number of returns N/A N/A
Amount N/A N/A
Keogh and self-employed retirement
plans:
Number of returns 824,327 1,032,102
Amount 6,777,645 8,734,145
Deduction for self-employment tax:
Number of returns 11,006,093 12,849,084
Amount 9,921,387 13,341,810
Self-employed health insurance:[18]
Number of returns 2,754,040 3,011,145
Amount 1,627,356 2,601,145
Exemptions:
Number of exemptions, total 227,549,246 237,164,486
Amount[19] 465,985,366 584,509,487
Number of boxes checked for
taxpayers age 65 or 18,716,746 19,450,417
over[19]
Primary taxpayer 13,458,931 13,875,464
Spouse 5,257,815 5,574,953
Total deductions:
Number of returns[20] 112,795,712 117,230,454
Amount[20] 789,941,575 940,958,666
Standard deductions:[21]
Number of returns 80,620,774 83,222,737
Amount 331,456,520 413,584,632
Returns with additional
standard deductions for
age 65 or over or
blindness:
Number of returns 10,954,167 10,809,600
Amount 10,615,715 12,319,288
Itemized deductions:
Number of returns[22] 32,174,938 34,007,717
Amount[22] 458,485,055 527,374,034
Medical and dental expense:[23]
Number of returns 5,090,958 5,351,066
Amount 21,456,587 26,964,295
Taxes paid:[24]
Number of returns 31,594,114 33,530,277
Amount 140,011,461 188,643,888
Interest paid:[25]
Number of returns 29,394,600 28,704,828
Amount 208,354,360 215,077,974
Home mortgage interest paid:
Number of returns 28,679,450 28,350,260
Amount 189,233,477 203,074,312
Charitable contributions:
Number of returns 29,230,265 30,540,637
Amount 57,242,757 74,991,519
Taxable income:[26]
Number of returns 93,148,332 94,612,292
Amount 2,263,661,230 2,813,826,386
Income tax before credits:[27]
Number of returns 93,089,368 94,497,909
Amount 453,127,579 596,168,654
Tax credits:
Number of returns[28, 29, 32] 12,483,535 15,240,064
Total amount[28, 29, 32] 6,831,187 10,040,198
Child care credit:
Number of returns 6,143,590 5,964,253
Amount 2,549,004 2,517,962
Credit for the elderly or
disabled:
Number of returns 339,818 251,524
Amount 61,898 48,028
Child tax credit:[30]
Number of returns N/A N/A
Amount N/A N/A
Education credits:
Number of returns N/A N/A
Amount N/A N/A
Foreign tax credit:
Number of returns 772,143 1,730,566
Amount 1,682,307 2,965,313
Investment credit:[31]
Number of returns [31] [31]
Amount [31] [31]
General business credit:[31,32]
Number of returns 262,573 267,527
Amount 616,288 702,906
Income tax after credits:
Number of returns 89,844,225 89,233,118
Amount 446,296,392 586,128,456
Total income tax:[33]
Number of returns 89,862,434 89,252,989
Amount 447,126,703 588,419,030
Minimum tax:[34]
Number of returns N/A N/A
Amount N/A N/A
Alternative minimum tax:[34]
Number of returns 132,103 414,106
Amount 830,313 2,290,576
Earned income credit:[35]
Number of returns 12,541,651 19,334,397
Amount 7,542,231 25,955,575
Used to offset income tax
before credits:
Number of returns 5,702,209 7,850,841
Amount 1,616,812 3,145,736
Used to offset other taxes:
Number of returns 1,354,955 2,909,053
Amount 659,341 1,980,998
Excess earned income credit
(refundable):
Number of returns 8,698,475 15,177,901
Amount 5,266,077 20,828,840
Tax payments, total:[36]
Number of returns 104,815,832 111,098,864
Amount[36] 495,921,666 670,131,074
Income tax withheld:[37]
Number of returns 97,747,178 102,436,220
Amount 386,525,674 495,484,153
Excess Social Security tax
withheld:
Number of returns 931,283 1,033,189
Amount 905,327 1,081,454
Estimated tax payments:[38]
Number of returns 12,805,826 11,903,592
Amount 91,607,397 122,489,252
Payments with requests for
extension of filing
time:[39]
Number of returns 1,304,663 1,368,994
Amount 16,704,169 24,929,343
Tax due at time of filing:[40]
Number of returns 26,986,948 29,734,331
Amount 56,561,150 71,153,015
Tax overpayments, total:[40,41]
Number of returns 83,507,580 85,348,771
Amount 88,479,352 119,462,121
Overpayment refunds:
Number of returns 80,514,484 82,744,440
Amount 78,103,385 104,537,379
Item 1997 1998
(5) (6)
All returns[1] 122,421,991 124,770,662
Form 1040 returns[1] 68,781,991 71,162,837
Form 1040A returns[1] 24,780,076 25,987,822
Form 1040EZ returns[1] 21,154,656 20,830,173
Form 1040PC returns[1] 7,705,268 6,789,831
Electronically-filed returns[1] 24,287,555 28,886,573
Returns by filing status:
Joint returns 49,165,907 49,629,570
Returns of married persons
filing separately 2,620,881 2,531,742
Returns of heads of households 16,855,280 17,427,855
Returns of surviving spouses 61,418 76,530
Returns of single persons 53,718,505 55,104,964
Returns with Presidential Election
Campaign Fund
checkoff:[2]
Number of returns 15,001,683 14,250,519
Amount 66,348 63,273
Number of boxes checked 21,442,053 20,374,672
Adjusted gross income (AGI)[3] 4,969,949,986 5,415,972,847
Salaries and wages:
Number of returns 104,404,985 106,535,263
Amount 3,613,918,456 3,879,762,259
Taxable interest received:[4]
Number of returns 67,300,571 67,231,792
Amount 171,700,242 178,333,632
Tax-exempt interest:[5]
Number of returns 4,925,914 4,778,374
Amount 49,016,921 50,223,365
Dividends in AGI:[6]
Number of returns 29,507,639 30,423,274
Amount 120,493,432 118,479,991
Business or profession net income:
Number of returns 12,701,731 13,083,038
Amount 210,585,238 226,144,788
Business or profession net loss:
Number of returns 4,235,845 4,021,748
Amount[7] 23,844,022 23,744,673
Net capital gain in AGI:[6,8]
Number of returns 19,765,289 20,956,812
Amount 364,828,909 455,223,326
Net capital loss in AGI:[6]
Number of returns 4,474,823 4,733,585
Amount 8,745,642 9,139,487
Sales of property other than capital
assets, net gain:
Number of returns 876,913 829,082
Amount 6,321,177 6,208,339
Sales of property other than capital
assets, net loss:
Number of returns 867,689 890,855
Amount 7,781,579 7,784,037
Pensions and annuities in AGI:[9]
Number of returns 19,496,575 20,473,407
Amount 259,711,251 280,650,198
Unemployment compensation in AGI:[10]
Number of returns 7,124,100 7,082,562
Amount 17,230,102 16,814,669
Social Security benefits in AGI:[11]
Number of returns 8,307,938 8,941,171
Amount 61,557,689 68,702,700
Rent net income:[12]
Number of returns 4,392,747 4,338,888
Amount 39,325,711 40,609,641
Rent net loss:[12]
Number of returns 4,835,625 4,844,805
Amount 28,319,569 28,874,232
Royalty net income:[13]
Number of returns 1,121,873 1,131,406
Amount 6,745,227 5,937,528
Royalty net loss:[13]
Number of returns 44,806 53,155
Amount 157,321 197,973
Partnership and S corporation net
income:[14]
Number of returns 3,917,860 4,031,806
Amount 213,559,410 240,836,136
Partnership and S corporation net
loss:[14]
Number of returns 2,114,623 2,152,379
Amount[7] 45,236,146 53,481,544
Estate or trust net income:
Number of returns 458,164 484,763
Amount 9,015,799 10,495,320
Estate or trust net loss:
Number of returns 49,971 45,412
Amount 881,707 1,031,212
Farm net income:
Number of returns 721,466 673,083
Amount 9,221,854 8,809,055
Farm net loss:
Number of returns 1,439,488 1,418,762
Amount[7] 16,069,297 16,742,833
Total statutory adjustments:
Number of returns[15] 18,785,760 21,998,366
Amount[15] 46,954,680 51,530,709
Individual Retirement
Arrangements:[16]
Number of returns 4,068,958 3,868,017
Amount 8,662,694 8,188,452
Student loan interest deduction:
Number of returns N/A 3,763,742
Amount N/A 1,730,768
Medical savings account
deduction:[17]
Number of returns 16,912 42,235
Amount 22,454 62,071
Keogh and self-employed retirement
plans:
Number of returns 1,189,981 1,177,487
Amount 10,237,623 11,039,683
Deduction for self-employment tax:
Number of returns 13,513,228 13,756,483
Amount 14,868,362 15,960,341
Self-employed health insurance:[18]
Number of returns 3,284,842 3,380,867
Amount 3,869,842 4,693,286
Exemptions:
Number of exemptions, total 241,279,259 245,592,958
Amount[19] 627,825,050 650,347,285
Number of boxes checked for
taxpayers age 65 or 20,614,575 21,215,424
over[19]
Primary taxpayer 14,992,230 15,379,481
Spouse 5,622,345 5,835,943
Total deductions:
Number of returns[20] 121,468,897 123,762,649
Amount[20] 1,062,506,097 1,135,917,710
Standard deductions:[21]
Number of returns 84,844,302 85,576,463
Amount 441,695,925 459,457,374
Returns with additional
standard deductions for
age 65 or over or
blindness:
Number of returns 11,136,379 11,081,634
Amount 13,333,199 14,056,924
Itemized deductions:
Number of returns[22] 36,624,595 38,186,186
Amount[22] 620,810,172 676,460,336
Medical and dental expense:[23]
Number of returns 5,256,149 5,559,653
Amount 29,283,622 31,984,304
Taxes paid:[24]
Number of returns 36,095,045 37,576,356
Amount 220,628,058 241,782,812
Interest paid:[25]
Number of returns 30,790,485 32,023,604
Amount 250,599,197 271,624,314
Home mortgage interest paid:
Number of returns 30,435,796 31,626,715
Amount 235,970,212 254,397,139
Charitable contributions:
Number of returns 32,612,634 33,835,992
Amount 99,191,962 109,240,078
Taxable income:[26]
Number of returns 99,314,519 100,801,271
Amount 3,429,109,165 3,780,838,200
Income tax before credits:[27]
Number of returns 99,225,503 100,797,716
Amount 739,482,029 813,568,861
Tax credits:
Number of returns[28, 29, 32] 16,194,821 34,271,812
Total amount[28, 29, 32] 12,178,858 30,055,933
Child care credit:
Number of returns 5,795,530 6,128,155
Amount 2,464,005 2,660,573
Credit for the elderly or
disabled:
Number of returns 190,343 180,473
Amount 41,281 35,689
Child tax credit:[30]
Number of returns N/A 24,810,781
Amount N/A 15,143,468
Education credits:
Number of returns N/A 4,652,596
Amount N/A 3,376,647
Foreign tax credit:
Number of returns 2,334,015 2,995,294
Amount 4,073,461 4,677,022
Investment credit:[31]
Number of returns [31] [31]
Amount [31] [31]
General business credit:[31,32]
Number of returns 306,254 272,197
Amount 826,320 732,487
Income tax after credits:
Number of returns 93,449,611 93,026,912
Amount 727,303,171 783,512,929
Total income tax:[33]
Number of returns 93,471,200 93,047,898
Amount 731,321,399 788,541,979
Minimum tax:[34]
Number of returns N/A N/A
Amount N/A N/A
Alternative minimum tax:[34]
Number of returns 618,072 853,433
Amount 4,005,101 5,014,549
Earned income credit:[35]
Number of returns 19,391,179 19,704,707
Amount 30,388,582 31,591,789
Used to offset income tax
before credits:
Number of returns 8,399,556 5,919,232
Amount 3,767,990 2,232,025
Used to offset other taxes:
Number of returns 3,040,945 3,165,398
Amount 2,224,931 2,358,148
Excess earned income credit
(refundable):
Number of returns 15,367,868 16,279,377
Amount 24,395,661 27,001,616
Tax payments, total:[36]
Number of returns 115,138,784 117,835,317
Amount[36] 815,571,720 893,418,466
Income tax withheld:[37]
Number of returns 106,483,908 109,144,689
Amount 582,124,212 636,248,491
Excess Social Security tax
withheld:
Number of returns 1,267,562 1,303,642
Amount 1,399,705 1,523,584
Estimated tax payments:[38]
Number of returns 12,766,410 13,072,121
Amount 162,584,233 177,750,952
Payments with requests for
extension of filing
time:[39]
Number of returns 1,597,435 1,540,573
Amount 38,918,434 45,640,225
Tax due at time of filing:[40]
Number of returns 31,198,382 28,429,856
Amount 93,909,641 102,151,442
Tax overpayments, total:[40,41]
Number of returns 88,311,237 93,434,624
Amount 140,110,378 167,987,055
Overpayment refunds:
Number of returns 85,381,040 90,233,356
Amount 119,706,937 144,445,788
Item p1999
(7)
All returns[1] 127,129,451
Form 1040 returns[1] 71,097,253
Form 1040A returns[1] 29,434,276
Form 1040EZ returns[1] 21,342,923
Form 1040PC returns[1] 5,254,999
Electronically-filed returns[1] 36,007,349
Returns by filing status:
Joint returns 50,140,453
Returns of married persons
filing separately 2,318,498
Returns of heads of households 17,821,290
Returns of surviving spouses 81,643
Returns of single persons 56,767,567
Returns with Presidential Election
Campaign Fund
checkoff:[2] 14,248,916
Number of returns
Amount 20,371,381
Number of boxes checked
Adjusted gross income (AGI)[3] 5,851,864,109
Salaries and wages:
Number of returns 108,500,979
Amount 4,173,901,611
Taxable interest received:[4]
Number of returns 67,448,041
Amount 166,113,645
Tax-exempt interest:[5]
Number of returns 4,818,056
Amount 52,410,151
Dividends in AGI:[6]
Number of returns 32,216,236
Amount 129,749,161
Business or profession net income:
Number of returns 13,149,710
Amount 225,685,674
Business or profession net loss:
Number of returns 4,149,337
Amount[7] 24,072,650
Net capital gain in AGI:[6,8]
Number of returns 22,503,368
Amount 516,776,841
Net capital loss in AGI:[6]
Number of returns 5,161,690
Amount 9,759,124
Sales of property other than capital
assets, net gain:
Number of returns 815,720
Amount 6,024,971
Sales of property other than capital
assets, net loss:
Number of returns 856,591
Amount 7,775,189
Pensions and annuities in AGI:[9]
Number of returns 21,620,044
Amount 309,366,733
Unemployment compensation in AGI:[10]
Number of returns 6,841,602
Amount 17,648,687
Social Security benefits in AGI:[11]
Number of returns 9,599,262
Amount 76,506,683
Rent net income:[12]
Number of returns 4,316,545
Amount 43,118,063
Rent net loss:[12]
Number of returns 4,528,026
Amount 27,309,890
Royalty net income:[13]
Number of returns 1,084,441
Amount 5,389,280
Royalty net loss:[13]
Number of returns 44,457
Amount 108,346
Partnership and S corporation net
income:[14]
Number of returns 3,877,024
Amount 242,513,097
Partnership and S corporation net
loss:[14]
Number of returns 1,967,976
Amount[7] 42,608,014
Estate or trust net income:
Number of returns 496,069
Amount 9,651,762
Estate or trust net loss:
Number of returns 35,822
Amount 364,740
Farm net income:
Number of returns 739,056
Amount 9,640,808
Farm net loss:
Number of returns 1,316,878
Amount[7] 14,973,116
Total statutory adjustments:
Number of returns[15] 22,555,311
Amount[15] 54,959,444
Individual Retirement
Arrangements:[16]
Number of returns 3,710,480
Amount 7,954,060
Student loan interest deduction:
Number of returns 4,168,004
Amount 2,264,136
Medical savings account
deduction:[17]
Number of returns 43,419
Amount 77,162
Keogh and self-employed retirement
plans:
Number of returns 1,232,182
Amount 11,335,209
Deduction for self-employment tax:
Number of returns 13,929,049
Amount 16,045,303
Self-employed health insurance:[18]
Number of returns 3,365,821
Amount 6,442,545
Exemptions:
Number of exemptions, total 249,113,997
Amount[19] 670,633,457
Number of boxes checked for
taxpayers age 65 or
over[19] 22,036,662
Primary taxpayer 15,907,848
Spouse 6,128,814
Total deductions:
Number of returns[20] 126,108,967
Amount[20] 1,187,368,667
Standard deductions:[21]
Number of returns 85,964,751
Amount 451,484,717
Returns with additional
standard deductions for
age 65 or over or
blindness:
Number of returns 11,356,998
Amount 14,470,836
Itemized deductions:
Number of returns[22] 40,144,217
Amount[22] 721,413,114
Medical and dental expense:[23]
Number of returns 5,841,259
Amount 34,974,567
Taxes paid:[24]
Number of returns 39,497,292
Amount 261,806,711
Interest paid:[25]
Number of returns 33,600,130
Amount 282,028,549
Home mortgage interest paid:
Number of returns 33,182,406
Amount 267,749,915
Charitable contributions:
Number of returns 35,526,300
Amount 120,251,416
Taxable income:[26]
Number of returns 102,971,370
Amount 4,137,122,733
Income tax before credits:[27]
Number of returns 102,960,952
Amount 909,086,973
Tax credits:
Number of returns[28, 29, 32] 36,713,959
Total amount[28, 29, 32] 35,250,830
Child care credit:
Number of returns 6,194,690
Amount 2,671,895
Credit for the elderly or
disabled:
Number of returns 182,994
Amount 33,907
Child tax credit:[30]
Number of returns 26,050,261
Amount 19,431,882
Education credits:
Number of returns 6,483,703
Amount 4,819,032
Foreign tax credit:
Number of returns 3,273,730
Amount 4,367,659
Investment credit:[31]
Number of returns [31]
Amount [31]
General business credit:[31,32]
Number of returns 268,107
Amount 662,667
Income tax after credits:
Number of returns 94,567,313
Amount 873,836,143
Total income tax:[33]
Number of returns 94,598,839
Amount 879,781,200
Minimum tax:[34]
Number of returns N/A
Amount N/A
Alternative minimum tax:[34]
Number of returns 999,790
Amount 5,943,389
Earned income credit:[35]
Number of returns 19,418,776
Amount 32,270,099
Used to offset income tax
before credits:
Number of returns 5,399,063
Amount 1,936,039
Used to offset other taxes:
Number of returns 3,175,489
Amount 2,421,037
Excess earned income credit
(refundable):
Number of returns 16,208,419
Amount 27,913,023
Tax payments, total:[36]
Number of returns 120,061,157
Amount[36] 958,039,137
Income tax withheld:[37]
Number of returns 111,574,724
Amount 708,603,654
Excess Social Security tax
withheld:
Number of returns 1,371,130
Amount 1,713,409
Estimated tax payments:[38]
Number of returns 13,193,395
Amount 189,167,906
Payments with requests for
extension of filing
time:[39]
Number of returns 967,580
Amount 25,221,585
Tax due at time of filing:[40]
Number of returns 29,102,668
Amount 134,072,745
Tax overpayments, total:[40,41]
Number of returns 95,063,327
Amount 173,008,030
Overpayment refunds:
Number of returns 92,009,540
Amount 155,034,853
Table 2.-- Individual Income and Tax Data, by State and Size of Adjusted
Gross Income, Tax Year 1999
[Money amounts are in thousands of dollars]
Size of adjusted
gross income
$20,000
Under under
State and item All returns $20,000[1] $30,000
(1) (2) (3)
UNITED STATES[2]
Number of returns 127,667,890 51,989,082 18,392,185
Number of joint returns 50,221,127 7,380,222 5,321,582
Number with paid
preparer's
signature 70,949,471 26,803,034 10,035,028
Number of exemptions[3] 255,246,238 76,175,159 35,215,889
Adjusted gross income
(AGI)[4] 5,813,855,173 423,990,090 454,714,812
Salaries and wages in
AGI:[5] Number 108,418,998 41,001,037 16,068,353
Amount 4,122,050,299 385,111,475 370,731,849
Taxable interest: Number 67,201,129 17,039,407 7,856,613
Amount 173,499,003 24,525,398 12,660,738
Tax-exempt interest:[6]
Number 4,816,065 577,794 311,353
Amount 54,025,232 2,432,334 1,655,686
Dividends: Number 32,242,142 7,118,380 2,838,911
Amount 130,057,167 9,980,141 5,415,071
Business or profession
net income
(less loss):
Number 17,487,690 5,742,534 2,009,555
Amount 208,244,980 18,762,018 14,588,146
Number of farm returns 2,091,458 615,451 266,915
Net capital gain
(less loss) in AGI:
Number 27,573,927 6,025,692 2,304,922
Amount 519,587,245 14,812,838 5,958,620
Taxable Individual
Retirement
Arrangements
distributions:
Number 8,280,310 1,837,591 1,078,020
Amount 88,945,508 7,685,650 5,997,216
Pensions and annuities in
AGI: Number 21,028,780 5,991,165 3,059,114
Amount 301,378,008 42,757,669 34,742,960
Social Security benefits
in AGI: Number 9,370,733 211,042 1,569,593
Amount 74,944,111 580,501 2,792,311
Total statutory
adjustments: Number 22,603,027 6,309,823 3,008,547
Amount 56,145,913 6,431,954 4,310,275
Self-employment
retirement
plans:[6] Number 1,273,020 45,860 50,101
Amount 11,993,083 115,247 149,351
Total itemized
deductions:[7]
Number 40,529,571 2,996,750 3,232,560
Amount 748,276,934 39,002,789 35,760,408
Medical and dental
expense: Number 6,212,438 1,639,853 1,121,652
Amount 38,706,048 12,195,177 5,878,835
Taxes paid: Number 40,130,761 2,803,337 3,167,116
Amount 268,864,304 7,363,571 7,331,040
Interest paid: Number 33,899,089 1,890,031 2,437,612
Amount 294,277,820 14,037,565 14,709,212
Contributions: Number 35,668,927 1,948,175 2,596,798
Amount 122,726,402 2,725,859 4,189,143
Taxable income: Number 103,064,765 27,995,508 17,963,592
Amount 4,120,018,827 133,751,168 239,976,554
Total tax credits:[8]
Number 34,534,850 5,296,224 5,946,903
Amount 34,023,345 2,101,020 4,238,102
Child care credit: Number 5,911,951 485,872 909,667
Amount 2,577,508 173,917 406,375
Earned income credit:[9]
Number 19,207,256 14,905,099 4,227,849
Amount 31,478,786 27,495,256 3,978,985
Excess earned income
credit
(refundable):[10]
Number 16,011,605 13,501,989 2,489,410
Amount 27,132,427 24,651,980 2,479,222
Income tax:[11] Number 97,956,798 24,998,733 16,392,140
Amount 880,323,535 18,050,140 31,629,526
Total tax liability:[12]
Number 102,392,905 28,810,794 16,820,278
Amount 918,602,005 23,723,330 34,635,333
Tax due at time of
filing:[13] Number 28,908,478 7,951,787 3,403,080
Amount 119,705,777 4,318,042 3,349,937
Overpayments:[14] Number 92,087,117 40,409,905 14,526,226
Amount 155,874,423 48,159,165 19,528,090
ALABAMA
Number of returns 1,898,392 874,012 284,033
Number of joint returns 774,710 137,667 96,847
Number with paid
preparer's
signature 1,127,753 495,625 168,201
Number of exemptions[3] 3,935,991 1,434,693 585,239
Adjusted gross income
(AGI)[4] 70,232,698 7,975,399 6,985,487
Salaries and wages in
AGI:[5] Number 1,652,016 729,711 252,248
Amount 51,573,360 7,049,304 5,836,267
Taxable interest: Number 817,898 209,013 101,118
Amount 2,081,935 322,903 176,983
Tax-exempt interest:[6]
Number 39,778 4,553 2,449
Amount 443,357 18,275 12,355
Dividends: Number 328,993 67,763 29,425
Amount 1,187,799 88,083 47,458
Business or profession
net income
(less loss):
Number 248,441 93,792 30,826
Amount 2,143,967 260,177 163,657
Number of farm returns 51,522 13,387 6,561
Net capital gain
(less loss) in AGI:
Number 268,116 55,365 22,868
Amount 4,345,627 132,364 60,212
Taxable Individual
Retirement
Arrangements
distributions:
Number 94,948 22,464 13,085
Amount 930,053 91,781 71,162
Pensions and annuities in
AGI: Number 321,495 95,806 50,420
Amount 4,591,302 706,386 591,408
Social Security benefits
in AGI: Number 122,965 2,584 20,999
Amount 917,699 7,664 34,655
Total statutory
adjustments: Number 291,180 93,250 38,770
Amount 578,684 79,526 50,909
Self-employment
retirement
plans:[6] Number 9,405 295 358
Amount 91,676 688 991
Total itemized
deductions:[7]
Number 521,598 44,547 52,630
Amount 7,962,516 562,428 524,629
Medical and dental
expense: Number 124,679 31,558 26,566
Amount 534,943 169,508 100,595
Taxes paid: Number 519,731 42,390 52,396
Amount 1,968,580 131,655 67,057
Interest paid: Number 441,698 28,774 40,044
Amount 3,091,154 159,263 190,337
Contributions: Number 474,759 33,837 45,606
Amount 1,846,943 62,438 97,824
Taxable income: Number 1,455,653 437,696 279,307
Amount 46,676,638 1,994,607 3,495,263
Total tax credits:[8]
Number 527,108 109,646 106,432
Amount 423,004 42,662 76,031
Child care credit: Number 94,829 10,635 16,714
Amount 39,258 3,907 7,366
Earned income credit:[9]
Number 440,060 353,350 85,482
Amount 798,301 716,090 82,136
Excess earned income
credit
(refundable):[10]
Number 383,106 331,959 50,870
Amount 710,531 659,070 51,444
Income tax:[11] Number 1,354,113 368,085 252,800
Amount 9,127,484 257,461 447,112
Total tax liability:[12]
Number 1,428,012 434,213 258,639
Amount 9,571,394 340,509 486,563
Tax due at time of
filing:[13] Number 360,558 97,778 46,238
Amount 1,187,736 52,318 43,007
Overpayments:[14] Number 1,464,755 734,567 232,779
Amount 2,555,930 1,120,441 353,526
ALASKA
Number of returns 327,510 142,308 38,368
Number of joint returns 114,689 10,461 10,187
Number with paid
preparer's
signature 152,273 57,161 17,455
Number of exemptions[3] 628,223 176,065 74,447
Adjusted gross income
(AGI)[4] 13,047,086 914,333 951,163
Salaries and wages in
AGI:[5] Number 255,992 88,372 34,289
Amount 9,142,495 698,604 737,304
Taxable interest: Number 173,197 50,474 16,162
Amount 299,711 29,029 15,323
Tax-exempt interest:[6]
Number 8,600 1,197 479
Amount 54,924 2,537 2,199
Dividends: Number 88,444 26,009 6,787
Amount 221,880 23,663 9,955
Business or profession
net income
(less loss):
Number 55,037 15,071 6,018
Amount 611,073 20,690 38,596
Number of farm returns 1,271 241 85
Net capital gain
(less loss) in AGI:
Number 69,334 17,883 4,624
Amount 664,867 26,537 10,778
Taxable Individual
Retirement
Arrangements
distributions:
Number 13,945 1,436 1,184
Amount 154,118 6,024 6,126
Pensions and annuities in
AGI: Number 42,830 6,336 4,587
Amount 814,980 44,881 50,964
Social Security benefits
in AGI: Number 15,597 334 1,975
Amount 120,739 1,051 3,631
Total statutory
adjustments: Number 64,229 15,808 8,674
Amount 150,270 13,575 11,774
Self-employment
retirement
plans:[6] Number 4,051 144 169
Amount 33,960 377 520
Total itemized
deductions:[7]
Number 78,833 3,980 4,340
Amount 1,159,766 46,271 46,450
Medical and dental
expense: Number 10,135 2,119 1,439
Amount 54,479 12,801 7,096
Taxes paid: Number 74,919 3,208 3,848
Amount 199,488 6,000 6,779
Interest paid: Number 72,334 2,934 3,653
Amount 642,600 20,009 23,126
Contributions: Number 65,209 2,176 3,061
Amount 198,057 3,420 5,670
Taxable income: Number 292,159 108,137 37,432
Amount 9,538,678 390,557 521,434
Total tax credits:[8]
Number 93,834 16,769 13,860
Amount 80,793 5,983 10,111
Child care credit: Number 14,182 773 1,877
Amount 5,921 216 650
Earned income credit:[9]
Number 30,374 22,232 7,973
Amount 40,056 32,746 7,299
Excess earned income
credit
(refundable):[10]
Number 23,952 19,435 4,487
Amount 32,709 28,485 4,222
Income tax:[11] Number 282,325 102,931 34,075
Amount 1,899,478 54,658 68,910
Total tax liability:[12]
Number 290,048 109,161 35,098
Amount 2,008,015 65,455 77,259
Tax due at time of
filing:[13] Number 128,786 65,427 9,651
Amount 266,081 20,876 10,484
Overpayments:[14] Number 182,998 68,313 27,874
Amount 296,441 69,277 36,950
ARIZONA
Number of returns 2,087,966 830,502 326,546
Number of joint returns 855,826 133,839 101,978
Number with paid
preparer's
signature 1,181,292 436,137 179,295
Number of exemptions[3] 4,331,033 1,313,254 660,868
Adjusted gross income
(AGI)[4] 91,092,052 7,354,241 8,065,007
Salaries and wages in
AGI:[5] Number 1,757,889 667,010 282,126
Amount 63,029,090 6,688,065 6,544,169
Taxable interest: Number 1,013,679 242,359 126,111
Amount 2,748,917 368,905 207,811
Tax-exempt interest:[6]
Number 88,959 11,621 7,273
Amount 891,886 51,773 38,708
Dividends: Number 529,976 114,806 52,701
Amount 2,156,302 188,857 111,799
Business or profession
net income
(less loss):
Number 277,248 88,970 32,984
Amount 2,879,329 272,465 217,474
Number of farm returns 8,309 2,253 875
Net capital gain
(less loss) in AGI:
Number 469,673 100,662 45,018
Amount 8,163,132 207,943 104,202
Taxable Individual
Retirement
Arrangements
distributions:
Number 148,004 31,214 20,199
Amount 1,774,921 142,085 122,175
Pensions and annuities in
AGI: Number 381,448 101,667 56,889
Amount 5,851,947 766,155 670,259
Social Security benefits
in AGI: Number 181,922 3,890 30,134
Amount 1,451,857 9,756 54,101
Total statutory
adjustments: Number 364,779 96,255 51,108
Amount 863,614 101,806 74,005
Self-employment
retirement
plans:[6] Number 17,497 808 855
Amount 159,378 2,015 2,542
Total itemized
deductions:[7]
Number 731,960 62,875 67,901
Amount 12,435,973 781,626 730,004
Medical and dental
expense: Number 154,959 41,541 28,433
Amount 777,568 241,797 118,293
Taxes paid: Number 728,939 60,394 67,456
Amount 3,504,378 100,439 115,567
Interest paid: Number 652,070 47,796 56,886
Amount 5,681,893 332,177 345,970
Contributions: Number 646,507 44,009 55,964
Amount 1,869,428 55,566 78,599
Taxable income: Number 1,702,909 458,743 316,760
Amount 62,824,004 2,256,084 4,093,610
Total tax credits:[8]
Number 591,636 97,402 113,678
Amount 522,387 38,691 78,847
Child care credit: Number 95,831 7,898 15,033
Amount 40,093 2,723 6,355
Earned income credit:[9]
Number 336,523 253,290 81,691
Amount 562,008 482,604 79,310
Excess earned income
credit
(refundable):[10]
Number 284,521 232,187 51,843
Amount 493,927 440,431 53,467
Income tax:[11] Number 1,603,307 403,855 283,571
Amount 12,862,940 300,050 532,348
Total tax liability:[12]
Number 1,668,554 458,271 290,789
Amount 13,407,041 379,211 578,003
Tax due at time of
filing:[13] Number 514,732 129,667 66,603
Amount 1,886,854 64,107 57,981
Overpayments:[14] Number 1,464,111 643,212 251,517
Amount 2,387,716 801,826 331,883
ARKANSAS
Number of returns 1,108,693 524,477 175,515
Number of joint returns 490,941 104,769 71,750
Number with paid
preparer's
signature 686,971 310,346 108,970
Number of exemptions[3] 2,303,469 863,850 372,656
Adjusted gross income
(AGI)[4] 37,728,956 4,580,470 4,316,042
Salaries and wages in
AGI:[5] Number 948,896 431,876 154,206
Amount 27,325,458 4,141,006 3,532,546
Taxable interest: Number 479,907 138,149 66,322
Amount 1,284,860 229,378 128,255
Tax-exempt interest:[6]
Number 24,797 3,218 1,958
Amount 229,666 12,937 9,248
Dividends: Number 199,360 46,465 22,235
Amount 947,894 55,414 32,736
Business or profession
net income
(less loss):
Number 165,097 66,831 23,065
Amount 1,307,836 175,101 140,753
Number of farm returns 49,363 16,784 7,131
Net capital gain
(less loss) in AGI:
Number 175,205 42,013 19,420
Amount 2,234,184 102,910 53,754
Taxable Individual
Retirement
Arrangements
distributions:
Number 62,291 16,161 9,616
Amount 618,540 70,135 54,869
Pensions and annuities in
AGI: Number 175,848 56,303 29,612
Amount 2,302,132 391,670 328,017
Social Security benefits
in AGI: Number 78,119 1,576 13,639
Amount 567,780 4,696 22,251
Total statutory
adjustments: Number 194,083 66,965 28,274
Amount 343,640 55,386 36,265
Self-employment
retirement
plans:[6] Number 4,664 215 216
Amount 39,161 519 609
Total itemized
deductions:[7]
Number 252,801 22,230 23,917
Amount 3,959,707 244,604 249,688
Medical and dental
expense: Number 57,561 15,713 11,037
Amount 296,895 94,089 53,842
Taxes paid: Number 251,676 21,073 23,712
Amount 1,251,106 29,047 36,943
Interest paid: Number 204,447 13,638 17,425
Amount 1,309,884 73,183 79,851
Contributions: Number 214,530 15,185 18,431
Amount 889,554 31,035 42,960
Taxable income: Number 842,968 262,854 172,287
Amount 24,532,910 1,217,230 2,143,908
Total tax credits:[8]
Number 292,634 57,367 64,327
Amount 238,468 21,826 44,761
Child care credit: Number 50,483 5,167 8,703
Amount 19,472 1,781 3,437
Earned income credit:[9]
Number 246,868 194,206 51,782
Amount 431,553 381,262 50,236
Excess earned income
credit
(refundable):[10]
Number 210,794 179,881 30,712
Amount 377,672 346,096 31,563
Income tax:[11] Number 786,566 227,214 154,900
Amount 4,695,226 160,992 275,519
Total tax liability:[12]
Number 838,418 273,112 159,617
Amount 4,984,670 220,863 306,839
Tax due at time of
filing:[13] Number 225,581 66,803 32,425
Amount 710,992 37,821 33,042
Overpayments:[14] Number 832,079 427,775 139,062
Amount 1,375,074 595,590 204,825
CALIFORNIA
Number of returns 14,509,886 5,723,190 2,009,036
Number of joint returns 5,523,371 874,879 607,244
Number with paid
preparer's
signature 8,836,136 3,217,939 1,204,877
Number of exemptions[3] 30,240,828 9,257,413 4,198,137
Adjusted gross income
(AGI)[4] 752,653,853 42,843,972 49,682,447
Salaries and wages in
AGI:[5] Number 12,154,486 4,474,998 1,727,961
Amount 517,090,913 43,839,923 40,327,106
Taxable interest: Number 7,430,682 1,645,265 805,997
Amount 21,467,409 2,654,594 1,279,251
Tax-exempt interest:[6]
Number 583,968 64,015 34,670
Amount 7,211,068 321,803 189,759
Dividends: Number 3,649,322 725,704 289,257
Amount 15,731,834 1,188,563 603,525
Business or profession
net income
(less loss):
Number 2,340,631 810,829 250,226
Amount 36,279,255 2,937,591 2,357,966
Number of farm returns 77,507 18,883 6,632
Net capital gain
(less loss) in AGI:
Number 3,266,033 643,473 247,615
Amount 86,363,916 1,823,555 611,686
Taxable Individual
Retirement
Arrangements
distributions:
Number 860,873 163,061 98,156
Amount 10,545,579 777,486 591,383
Pensions and annuities in
AGI: Number 2,079,427 526,993 278,117
Amount 33,188,761 4,027,016 3,369,136
Social Security benefits
in AGI: Number 1,048,876 23,575 156,792
Amount 8,629,840 62,709 291,814
Total statutory
adjustments: Number 2,794,322 839,102 337,996
Amount 8,726,136 859,651 554,486
Self-employment
retirement
plans:[6] Number 224,359 9,326 9,586
Amount 2,314,320 24,897 30,868
Total itemized
deductions:[7]
Number 5,250,020 425,339 405,281
Amount 125,136,864 6,644,976 5,176,354
Medical and dental
expense: Number 770,688 211,429 127,239
Amount 4,809,799 1,414,804 622,944
Taxes paid: Number 5,238,203 411,724 403,662
Amount 45,790,006 1,236,628 910,095
Interest paid: Number 4,387,344 318,696 316,356
Amount 54,471,841 3,235,597 2,637,586
Contributions: Number 4,666,385 267,348 332,718
Amount 16,493,749 327,409 479,213
Taxable income: Number 11,638,355 2,974,353 1,924,509
Amount 529,778,389 14,220,123 24,551,306
Total tax credits:[8]
Number 4,041,314 654,292 716,940
Amount 3,773,669 248,631 499,934
Child care credit: Number 733,016 38,572 102,067
Amount 362,096 15,811 49,882
Earned income credit:[9]
Number 2,334,947 1,826,295 498,227
Amount 3,868,666 3,386,263 481,768
Excess earned income
credit
(refundable):[10]
Number 1,938,422 1,621,376 313,313
Amount 3,297,075 2,978,087 318,763
Income tax:[11] Number 10,956,674 2,605,857 1,703,685
Amount 120,168,440 1,906,573 3,170,766
Total tax liability:[12]
Number 11,588,836 3,136,443 1,768,347
Amount 126,108,297 2,747,080 3,611,265
Tax due at time of
filing:[13] Number 3,627,539 962,029 435,259
Amount 19,532,095 577,656 476,390
Overpayments:[14] Number 10,047,807 4,317,474 1,516,734
Amount 18,256,606 5,325,797 2,004,334
COLORADO
Number of returns 2,029,929 753,116 289,654
Number of joint returns 805,215 89,302 74,053
Number with paid
preparer's
signature 1,061,687 360,442 145,167
Number of exemptions[3] 3,934,141 986,545 516,770
Adjusted gross income
(AGI)[4] 100,073,435 5,884,121 7,179,664
Salaries and wages in
AGI:[5] Number 1,739,624 599,122 254,181
Amount 68,688,714 5,535,872 5,884,405
Taxable interest: Number 1,139,177 273,158 125,552
Amount 2,753,178 314,147 165,268
Tax-exempt interest:[6]
Number 84,109 9,997 5,236
Amount 888,903 40,364 22,246
Dividends: Number 594,913 130,967 48,913
Amount 2,201,792 165,618 83,968
Business or profession
net income
(less loss):
Number 330,353 91,108 38,310
Amount 3,808,371 197,265 286,486
Number of farm returns 33,089 10,149 3,925
Net capital gain
(less loss) in AGI:
Number 533,748 117,937 42,528
Amount 10,946,261 275,365 118,306
Taxable Individual
Retirement
Arrangements
distributions:
Number 132,059 24,381 15,586
Amount 1,397,756 105,200 82,482
Pensions and annuities in
AGI: Number 319,246 73,620 43,152
Amount 4,943,980 528,944 495,501
Social Security benefits
in AGI: Number 132,786 2,574 19,939
Amount 991,781 6,990 34,519
Total statutory
adjustments: Number 444,976 104,941 60,070
Amount 1,122,191 108,858 87,828
Self-employment
retirement
plans:[6] Number 27,106 1,091 1,232
Amount 226,401 2,484 3,486
Total itemized
deductions:[7]
Number 771,316 51,773 60,561
Amount 13,927,029 659,496 647,554
Medical and dental
expense: Number 105,570 27,911 17,743
Amount 548,981 158,215 85,298
Taxes paid: Number 767,183 49,364 59,809
Amount 4,178,881 94,109 107,127
Interest paid: Number 699,259 39,757 52,292
Amount 6,683,437 328,857 348,055
Contributions: Number 663,231 32,767 46,271
Amount 2,306,787 39,933 61,108
Taxable income: Number 1,702,698 436,096 282,530
Amount 72,442,186 2,157,960 3,917,809
Total tax credits:[8]
Number 561,572 76,332 86,842
Amount 508,458 30,492 60,384
Child care credit: Number 98,410 7,044 13,094
Amount 40,941 2,487 5,500
Earned income credit:[9]
Number 227,264 170,731 55,434
Amount 336,236 285,088 51,082
Excess earned income
credit
(refundable):[10]
Number 182,065 149,968 31,811
Amount 282,799 251,602 31,179
Income tax:[11] Number 1,632,773 397,351 260,530
Amount 15,576,363 293,349 524,526
Total tax liability:[12]
Number 1,694,724 448,112 267,858
Amount 16,281,779 375,996 581,541
Tax due at time of
filing:[13] Number 561,619 144,313 66,745
Amount 2,462,218 76,140 66,571
Overpayments:[14] Number 1,359,246 551,865 215,565
Amount 2,100,372 541,840 251,012
CONNECTICUT
Number of returns 1,646,153 559,625 203,985
Number of joint returns 642,571 53,139 41,501
Number with paid
preparer's
signature 897,771 275,791 104,652
Number of exemptions[3] 3,156,153 692,616 333,887
Adjusted gross income
(AGI)[4] 106,834,855 4,263,902 5,069,010
Salaries and wages in
AGI:[5] Number 1,370,532 408,647 172,588
Amount 74,216,490 3,549,382 3,960,914
Taxable interest: Number 1,098,186 245,998 106,805
Amount 3,010,119 339,500 169,755
Tax-exempt interest:[6]
Number 105,289 12,342 5,414
Amount 1,356,839 48,730 24,784
Dividends: Number 582,233 129,126 41,383
Amount 2,803,428 185,515 85,968
Business or profession
net income
(less loss):
Number 216,712 48,195 19,961
Amount 4,085,872 195,630 203,058
Number of farm returns 3,189 697 286
Net capital gain
(less loss) in AGI:
Number 481,033 103,810 31,059
Amount 11,792,415 280,819 84,391
Taxable Individual
Retirement
Arrangements
distributions:
Number 139,037 30,532 16,783
Amount 1,500,476 124,618 90,479
Pensions and annuities in
AGI: Number 291,725 76,648 36,571
Amount 4,348,177 531,903 395,718
Social Security benefits
in AGI: Number 149,661 3,440 23,875
Amount 1,289,558 7,573 45,078
Total statutory
adjustments: Number 308,846 59,418 35,421
Amount 1,165,934 70,065 58,780
Self-employment
retirement
plans:[6] Number 30,948 773 940
Amount 323,684 2,008 3,098
Total itemized
deductions:[7]
Number 661,860 35,707 36,255
Amount 14,408,579 514,031 437,474
Medical and dental
expense: Number 80,290 21,174 12,852
Amount 635,581 182,309 97,245
Taxes paid: Number 661,454 34,338 36,240
Amount 6,589,390 123,009 119,277
Interest paid: Number 558,243 22,315 27,057
Amount 5,405,177 161,275 160,169
Contributions: Number 607,664 25,050 30,339
Amount 2,018,108 25,480 35,443
Taxable income: Number 1,412,475 333,256 199,727
Amount 81,741,627 1,583,858 2,882,833
Total tax credits:[8]
Number 431,006 47,041 52,312
Amount 445,367 18,628 37,561
Child care credit: Number 72,298 3,542 8,251
Amount 32,455 1,234 3,660
Earned income credit:[9]
Number 144,554 110,482 33,499
Amount 214,300 183,988 30,276
Excess earned income
credit
(refundable):[10]
Number 116,242 98,247 17,867
Amount 183,601 166,356 17,237
Income tax:[11] Number 1,374,118 310,296 188,921
Amount 19,965,907 221,366 393,148
Total tax liability:[12]
Number 1,407,174 337,052 192,770
Amount 20,687,918 274,305 431,484
Tax due at time of
filing:[13] Number 427,771 114,996 39,721
Amount 2,427,947 59,558 41,349
Overpayments:[14] Number 1,123,851 400,396 158,277
Amount 2,161,404 398,382 199,098
DELAWARE
Number of returns 371,029 138,340 53,582
Number of joint returns 140,858 14,271 12,352
Number with paid
preparer's
signature 186,026 61,875 26,083
Number of exemptions[3] 718,089 187,512 95,991
Adjusted gross income
(AGI)[4] 17,304,487 1,219,646 1,326,655
Salaries and wages in
AGI:[5] Number 321,306 113,048 46,823
Amount 12,458,381 1,030,888 1,068,037
Taxable interest: Number 200,521 45,457 22,237
Amount 418,226 55,752 33,767
Tax-exempt interest:[6]
Number 15,562 1,483 904
Amount 177,649 4,759 3,358
Dividends: Number 103,822 20,626 9,153
Amount 562,679 29,418 17,515
Business or profession
net income
(less loss):
Number 38,304 9,695 4,194
Amount 428,183 38,670 30,450
Number of farm returns 2,657 800 318
Net capital gain
(less loss) in AGI:
Number 80,761 15,409 6,425
Amount 1,142,866 25,832 14,224
Taxable Individual
Retirement
Arrangements
distributions:
Number 25,933 4,843 3,279
Amount 268,049 18,316 16,899
Pensions and annuities in
AGI: Number 74,387 18,432 10,408
Amount 1,137,009 139,064 123,079
Social Security benefits
in AGI: Number 32,911 659 5,358
Amount 275,290 1,625 9,286
Total statutory
adjustments: Number 51,872 11,166 6,839
Amount 125,853 11,319 9,373
Self-employment
retirement
plans:[6] Number 2,910 91 107
Amount 24,709 160 287
Total itemized
deductions:[7]
Number 133,275 6,890 9,483
Amount 2,266,815 77,531 93,858
Medical and dental
expense: Number 14,885 3,719 2,614
Amount 103,539 27,436 13,645
Taxes paid: Number 133,676 6,626 9,570
Amount 773,932 9,673 15,867
Interest paid: Number 119,013 5,094 8,132
Amount 956,951 30,352 47,300
Contributions: Number 121,185 4,961 7,849
Amount 370,229 6,183 10,934
Taxable income: Number 311,939 80,505 52,717
Amount 12,248,369 394,675 729,198
Total tax credits:[8]
Number 101,306 14,160 16,423
Amount 91,780 5,902 12,142
Child care credit: Number 21,956 1,962 3,513
Amount 9,677 691 1,581
Earned income credit:[9]
Number 48,760 36,944 11,627
Amount 78,425 67,638 10,775
Excess earned income
credit
(refundable):[10]
Number 40,835 34,132 6,659
Amount 69,096 62,471 6,622
Income tax:[11] Number 299,111 72,548 48,900
Amount 2,537,631 53,325 96,870
Total tax liability:[12]
Number 306,117 78,366 49,726
Amount 2,619,386 62,513 102,918
Tax due at time of
filing:[13] Number 86,017 19,630 9,448
Amount 318,242 9,509 8,160
Overpayments:[14] Number 270,511 111,975 43,058
Amount 432,776 125,851 55,583
DISTRICT OF COLUMBIA
Number of returns 273,916 102,569 46,522
Number of joint returns 43,191 4,870 4,057
Number with paid
preparer's
signature 135,736 52,154 22,261
Number of exemptions[3] 457,933 162,665 80,036
Adjusted gross income
(AGI)[4] 14,731,132 912,244 1,153,558
Salaries and wages in
AGI:[5] Number 229,774 81,363 40,362
Amount 9,452,455 827,663 959,326
Taxable interest: Number 122,948 24,342 15,479
Amount 395,085 27,604 13,087
Tax-exempt interest:[6]
Number 13,555 976 509
Amount 215,302 4,349 2,469
Dividends: Number 63,555 9,627 4,953
Amount 480,498 15,005 7,963
Business or profession
net income
(less loss):
Number 33,500 11,041 3,545
Amount 538,713 38,599 17,047
Number of farm returns 268 25 13
Net capital gain
(less loss) in AGI:
Number 54,437 7,750 3,773
Amount 1,784,619 24,462 10,306
Taxable Individual
Retirement
Arrangements
distributions:
Number 12,842 1,607 1,227
Amount 128,098 6,515 5,555
Pensions and annuities in
AGI: Number 47,333 13,041 7,814
Amount 1,046,904 136,786 133,177
Social Security benefits
in AGI: Number 16,064 437 2,286
Amount 118,532 1,693 4,476
Total statutory
adjustments: Number 46,743 12,487 6,585
Amount 178,325 10,787 8,415
Self-employment
retirement
plans:[6] Number 5,031 141 150
Amount 68,932 420 462
Total itemized
deductions:[7]
Number 101,893 8,436 11,547
Amount 2,432,529 173,812 127,267
Medical and dental
expense: Number 23,169 4,889 5,496
Amount 206,622 102,197 19,164
Taxes paid: Number 100,964 7,925 11,382
Amount 947,555 11,919 20,860
Interest paid: Number 67,126 4,339 5,735
Amount 716,288 32,745 33,705
Contributions: Number 92,487 6,703 10,531
Amount 480,772 13,002 26,957
Taxable income: Number 226,000 56,096 45,709
Amount 10,696,772 287,146 627,876
Total tax credits:[8]
Number 67,457 16,158 16,146
Amount 74,897 7,458 14,326
Child care credit: Number 14,036 2,202 4,281
Amount 7,405 898 2,464
Earned income credit:[9]
Number 51,685 40,518 11,039
Amount 84,381 73,813 10,560
Excess earned income
credit
(refundable):[10]
Number 44,903 37,728 7,135
Amount 75,390 68,195 7,192
Income tax:[11] Number 209,928 46,505 41,197
Amount 2,515,344 35,997 79,893
Total tax liability:[12]
Number 217,684 53,372 41,669
Amount 2,630,240 45,654 84,179
Tax due at time of
filing:[13] Number 63,113 14,375 9,071
Amount 280,182 8,680 8,144
Overpayments:[14] Number 197,908 82,446 36,785
Amount 369,042 119,237 51,227
FLORIDA
Number of returns 7,263,531 3,169,512 1,141,571
Number of joint returns 2,763,146 491,099 343,742
Number with paid
preparer's
signature 4,000,851 1,667,172 601,343
Number of exemptions[3] 13,953,460 4,801,061 2,140,830
Adjusted gross income
(AGI)[4] 320,842,538 26,958,583 28,103,049
Salaries and wages in
AGI:[5] Number 5,890,974 2,461,626 968,942
Amount 197,379,307 24,148,111 22,156,977
Taxable interest: Number 3,491,815 946,495 467,453
Amount 13,456,978 1,764,721 950,821
Tax-exempt interest:[6]
Number 327,158 41,866 25,290
Amount 5,778,569 282,191 168,405
Dividends: Number 1,864,150 438,379 199,831
Amount 10,891,063 873,798 500,274
Business or profession
net income
(less loss):
Number 1,016,853 428,540 123,453
Amount 10,400,385 1,813,241 887,378
Number of farm returns 39,299 9,579 3,950
Net capital gain
(less loss) in AGI:
Number 1,623,151 367,417 163,110
Amount 40,498,269 946,924 398,097
Taxable Individual
Retirement
Arrangements
distributions:
Number 556,006 125,117 75,328
Amount 7,304,576 563,566 438,223
Pensions and annuities in
AGI: Number 1,369,757 388,279 209,690
Amount 21,666,465 2,796,120 2,459,862
Social Security benefits
in AGI: Number 740,271 17,293 118,720
Amount 6,226,891 54,657 223,839
Total statutory
adjustments: Number 1,291,711 440,990 173,864
Amount 2,886,603 417,667 254,885
Self-employment
retirement
plans:[6] Number 43,386 2,256 2,196
Amount 386,373 6,134 6,672
Total itemized
deductions:[7]
Number 1,881,795 211,289 204,066
Amount 32,302,748 2,762,739 2,238,092
Medical and dental
expense: Number 444,904 120,118 83,221
Amount 2,829,298 765,988 415,590
Taxes paid: Number 1,773,325 180,543 180,958
Amount 6,019,772 377,435 294,536
Interest paid: Number 1,628,877 157,845 165,522
Amount 15,018,690 1,220,581 1,018,745
Contributions: Number 1,628,364 143,605 164,868
Amount 6,443,541 182,627 258,001
Taxable income: Number 5,763,901 1,704,120 1,118,164
Amount 233,788,636 8,360,584 14,748,289
Total tax credits:[8]
Number 1,790,039 337,750 353,233
Amount 1,561,768 134,762 251,148
Child care credit: Number 351,390 36,711 62,957
Amount 151,549 12,999 26,818
Earned income credit:[9]
Number 1,289,189 1,025,184 259,926
Amount 2,118,067 1,871,204 246,610
Excess earned income
credit
(refundable):[10]
Number 1,066,786 913,133 152,694
Amount 1,805,597 1,653,073 152,465
Income tax:[11] Number 5,455,714 1,506,674 1,028,886
Amount 50,952,036 1,124,555 1,950,518
Total tax liability:[12]
Number 5,765,275 1,785,544 1,051,657
Amount 52,731,941 1,519,155 2,119,344
Tax due at time of
filing:[13] Number 1,674,165 450,864 214,266
Amount 7,858,452 259,596 206,992
Overpayments:[14] Number 5,150,779 2,491,589 894,987
Amount 8,735,277 3,257,769 1,230,120
GEORGIA
Number of returns 3,555,069 1,459,449 538,089
Number of joint returns 1,340,411 179,062 136,600
Number with paid
preparer's
signature 1,995,859 799,119 296,628
Number of exemptions[3] 7,262,512 2,293,261 1,060,415
Adjusted gross income
(AGI)[4] 156,404,683 12,551,887 13,279,674
Salaries and wages in
AGI:[5] Number 3,148,109 1,226,854 488,339
Amount 116,294,753 11,876,034 11,442,456
Taxable interest: Number 1,530,139 330,248 166,661
Amount 3,586,755 456,723 253,081
Tax-exempt interest:[6]
Number 82,875 8,249 4,488
Amount 851,978 32,939 21,208
Dividends: Number 753,168 137,574 57,042
Amount 2,929,923 177,460 91,559
Business or profession
net income
(less loss):
Number 487,961 167,323 58,147
Amount 4,947,126 477,287 374,005
Number of farm returns 49,523 12,733 5,283
Net capital gain
(less loss) in AGI:
Number 612,433 113,564 44,313
Amount 11,657,553 377,631 115,755
Taxable Individual
Retirement
Arrangements
distributions:
Number 175,582 32,680 20,907
Amount 1,947,223 138,335 113,009
Pensions and annuities in
AGI: Number 517,553 126,644 74,482
Amount 7,441,436 894,933 813,987
Social Security benefits
in AGI: Number 198,433 4,193 31,290
Amount 1,548,909 13,190 54,366
Total statutory
adjustments: Number 602,953 170,888 78,893
Amount 1,466,315 250,251 104,415
Self-employment
retirement
plans:[6] Number 28,498 966 1,033
Amount 275,405 2,199 2,939
Total itemized
deductions:[7]
Number 1,221,116 80,597 107,321
Amount 21,860,301 918,109 1,137,123
Medical and dental
expense: Number 195,258 42,694 37,902
Amount 899,427 219,238 151,038
Taxes paid: Number 1,223,474 78,539 107,706
Amount 7,300,149 138,026 201,263
Interest paid: Number 1,073,851 58,741 85,515
Amount 8,909,913 397,097 487,722
Contributions: Number 1,085,522 57,601 89,864
Amount 4,092,034 97,516 179,703
Taxable income: Number 2,835,727 755,391 527,224
Amount 107,734,323 3,559,391 6,847,914
Total tax credits:[8]
Number 981,934 179,450 194,915
Amount 815,571 71,286 141,976
Child care credit: Number 196,603 19,954 36,876
Amount 84,156 7,199 16,596
Earned income credit:[9]
Number 704,750 550,522 151,964
Amount 1,228,091 1,082,086 145,867
Excess earned income
credit
(refundable):[10]
Number 602,263 512,222 89,527
Amount 1,079,779 989,571 90,178
Income tax:[11] Number 2,663,245 644,614 478,018
Amount 22,580,979 464,934 883,894
Total tax liability:[12]
Number 2,790,147 755,105 489,587
Amount 23,551,444 621,386 964,860
Tax due at time of
filing:[13] Number 775,838 190,905 94,293
Amount 3,310,683 122,708 98,810
Overpayments:[14] Number 2,650,034 1,199,648 435,457
Amount 4,633,584 1,706,457 625,075
HAWAII
Number of returns 558,612 222,951 85,679
Number of joint returns 222,179 34,084 26,502
Number with paid
preparer's
signature 300,074 108,381 44,707
Number of exemptions[3] 1,093,731 312,383 161,647
Adjusted gross income
(AGI)[4] 22,327,292 1,683,633 2,121,327
Salaries and wages in
AGI:[5] Number 463,902 170,785 74,414
Amount 15,811,378 1,657,417 1,734,458
Taxable interest: Number 361,528 98,986 51,225
Amount 638,520 96,619 49,886
Tax-exempt interest:[6]
Number 23,438 3,074 1,578
Amount 217,823 9,605 5,669
Dividends: Number 152,322 33,384 14,953
Amount 480,503 42,177 20,421
Business or profession
net income
(less loss):
Number 80,317 25,866 9,332
Amount 846,444 74,619 55,486
Number of farm returns 6,137 2,155 792
Net capital gain
(less loss) in AGI:
Number 129,783 28,041 12,059
Amount 1,633,197 69,000 24,328
Taxable Individual
Retirement
Arrangements
distributions:
Number 43,924 8,178 5,158
Amount 417,173 36,154 26,624
Pensions and annuities in
AGI: Number 103,930 26,634 14,440
Amount 1,855,241 205,368 189,312
Social Security benefits
in AGI: Number 48,124 1,076 6,816
Amount 395,744 3,324 12,005
Total statutory
adjustments: Number 95,145 28,143 13,584
Amount 231,737 35,443 21,289
Self-employment
retirement
plans:[6] Number 6,067 393 330
Amount 50,779 1,178 922
Total itemized
deductions:[7]
Number 186,421 15,394 16,963
Amount 3,524,519 196,257 196,094
Medical and dental
expense: Number 30,164 8,526 5,986
Amount 150,060 47,089 22,797
Taxes paid: Number 185,563 14,615 16,820
Amount 1,015,291 22,258 29,595
Interest paid: Number 145,362 9,647 11,048
Amount 1,750,616 96,352 95,607
Contributions: Number 167,001 10,526 14,590
Amount 413,271 13,637 22,918
Taxable income: Number 453,939 122,268 82,984
Amount 14,858,802 619,828 1,110,120
Total tax credits:[8]
Number 149,038 20,707 25,617
Amount 133,605 8,017 17,643
Child care credit: Number 27,593 1,636 3,409
Amount 9,974 491 1,120
Earned income credit:[9]
Number 66,632 51,628 14,748
Amount 91,758 78,748 12,995
Excess earned income
credit
(refundable):[10]
Number 53,966 44,798 9,084
Amount 78,123 69,681 8,437
Income tax:[11] Number 432,705 111,792 75,519
Amount 2,843,071 85,020 148,376
Total tax liability:[12]
Number 450,719 126,847 77,339
Amount 2,989,312 107,425 160,242
Tax due at time of
filing:[13] Number 128,580 34,130 15,360
Amount 381,764 17,823 13,485
Overpayments:[14] Number 394,353 170,107 68,139
Amount 588,481 169,308 86,364
IDAHO
Number of returns 545,767 235,022 81,587
Number of joint returns 263,329 46,909 37,105
Number with paid
preparer's
signature 299,571 113,589 45,016
Number of exemptions[3] 1,182,216 345,324 181,578
Adjusted gross income
(AGI)[4] 20,366,524 1,659,164 2,015,213
Salaries and wages in
AGI:[5] Number 463,134 189,048 70,389
Amount 14,392,662 1,737,848 1,593,656
Taxable interest: Number 289,993 85,506 37,973
Amount 689,877 124,980 60,283
Tax-exempt interest:[6]
Number 17,502 2,691 1,505
Amount 137,058 11,414 7,298
Dividends: Number 128,108 32,418 13,284
Amount 413,186 40,223 21,751
Business or profession
net income
(less loss):
Number 93,981 31,073 13,173
Amount 751,528 6,485 73,967
Number of farm returns 23,730 7,861 3,222
Net capital gain
(less loss) in AGI:
Number 123,187 31,787 12,792
Amount 1,745,932 101,600 39,805
Taxable Individual
Retirement
Arrangements
distributions:
Number 35,082 8,409 5,141
Amount 335,798 36,412 28,929
Pensions and annuities in
AGI: Number 86,743 26,196 13,870
Amount 1,158,363 190,194 159,381
Social Security benefits
in AGI: Number 37,158 715 6,642
Amount 272,735 1,802 11,151
Total statutory
adjustments: Number 114,424 32,967 17,275
Amount 236,657 32,181 23,768
Self-employment
retirement
plans:[6] Number 4,556 238 229
Amount 39,239 724 556
Total itemized
deductions:[7]
Number 185,963 17,343 18,752
Amount 3,042,829 201,128 203,117
Medical and dental
expense: Number 38,426 11,032 7,110
Amount 182,893 63,087 32,938
Taxes paid: Number 184,902 16,450 18,613
Amount 992,718 28,415 38,040
Interest paid: Number 163,097 12,766 15,782
Amount 1,260,057 82,219 93,639
Contributions: Number 154,184 10,772 13,860
Amount 525,363 17,784 25,426
Taxable income: Number 432,540 125,965 78,353
Amount 13,309,513 577,206 954,110
Total tax credits:[8]
Number 158,943 21,020 29,259
Amount 145,278 8,078 19,858
Child care credit: Number 27,127 2,161 4,198
Amount 10,065 703 1,496
Earned income credit:[9]
Number 82,080 60,090 21,537
Amount 130,033 109,577 20,428
Excess earned income
credit
(refundable):[10]
Number 67,293 53,563 13,574
Amount 109,297 95,885 13,402
Income tax:[11] Number 405,362 113,910 68,396
Amount 2,541,718 78,445 122,197
Total tax liability:[12]
Number 430,411 133,496 71,912
Amount 2,710,287 106,256 139,563
Tax due at time of
filing:[13] Number 136,522 40,990 18,930
Amount 483,368 21,035 19,009
Overpayments:[14] Number 380,177 176,919 60,359
Amount 541,916 182,524 77,432
ILLINOIS
Number of returns 5,714,463 2,175,289 774,579
Number of joint returns 2,178,974 249,326 188,866
Number with paid
preparer's
signature 3,215,349 1,139,118 431,216
Number of exemptions[3] 11,387,776 3,007,582 1,440,876
Adjusted gross income
(AGI)[4] 283,628,857 17,272,625 19,203,720
Salaries and wages in
AGI:[5] Number 4,883,877 1,703,268 674,705
Amount 200,473,164 15,094,307 15,614,229
Taxable interest: Number 3,249,568 826,265 349,987
Amount 9,122,504 1,278,513 635,449
Tax-exempt interest:[6]
Number 248,721 28,902 14,210
Amount 2,606,679 92,956 52,840
Dividends: Number 1,610,833 351,569 129,947
Amount 6,389,434 458,250 245,988
Business or profession
net income
(less loss):
Number 699,712 208,530 73,098
Amount 8,199,336 694,626 504,472
Number of farm returns 79,403 20,441 9,278
Net capital gain
(less loss) in AGI:
Number 1,329,490 281,862 98,516
Amount 26,403,972 644,662 248,292
Taxable Individual
Retirement
Arrangements
distributions:
Number 409,074 92,503 51,211
Amount 4,466,147 375,833 289,221
Pensions and annuities in
AGI: Number 977,307 282,285 136,199
Amount 12,915,286 1,843,646 1,422,968
Social Security benefits
in AGI: Number 435,361 9,831 75,520
Amount 3,465,284 21,950 132,964
Total statutory
adjustments: Number 950,987 237,184 119,256
Amount 2,462,884 215,175 166,741
Self-employment
retirement
plans:[6] Number 59,639 1,604 1,835
Amount 596,410 4,064 5,128
Total itemized
deductions:[7]
Number 1,859,896 119,694 128,634
Amount 33,025,189 1,714,655 1,485,643
Medical and dental
expense: Number 258,568 68,918 43,857
Amount 1,871,914 613,345 313,329
Taxes paid: Number 1,858,943 116,260 128,301
Amount 11,519,237 315,138 337,718
Interest paid: Number 1,587,217 73,084 96,708
Amount 13,405,813 512,263 562,179
Contributions: Number 1,656,294 81,087 103,880
Amount 5,361,064 105,675 154,873
Taxable income: Number 4,698,273 1,184,542 756,659
Amount 208,155,219 5,562,381 10,348,925
Total tax credits:[8]
Number 1,575,681 212,141 243,897
Amount 1,447,247 85,680 180,190
Child care credit: Number 256,005 21,171 43,582
Amount 119,883 7,869 22,229
Earned income credit:[9]
Number 752,237 577,400 171,715
Amount 1,207,379 1,045,693 161,496
Excess earned income
credit
(refundable):[10]
Number 626,630 523,765 101,970
Amount 1,051,826 949,569 102,204
Income tax:[11] Number 4,492,504 1,066,134 692,803
Amount 45,679,959 753,510 1,366,841
Total tax liability:[12]
Number 4,653,034 1,203,443 708,284
Amount 47,352,772 945,763 1,477,467
Tax due at time of
filing:[13] Number 1,250,850 332,572 127,148
Amount 5,562,179 166,288 123,896
Overpayments:[14] Number 4,156,455 1,686,273 625,905
Amount 7,578,804 2,000,582 881,434
INDIANA
Number of returns 2,803,511 1,122,172 402,861
Number of joint returns 1,193,316 154,533 116,536
Number with paid
preparer's
signature 1,571,551 578,693 225,984
Number of exemptions[3] 5,585,004 1,478,944 741,385
Adjusted gross income
(AGI)[4] 115,131,164 9,405,093 9,961,525
Salaries and wages in
AGI:[5] Number 2,450,332 908,836 358,042
Amount 86,067,855 7,937,476 8,167,890
Taxable interest: Number 1,517,996 413,203 175,679
Amount 3,131,733 564,185 288,928
Tax-exempt interest:[6]
Number 82,286 10,712 6,201
Amount 753,360 46,571 27,496
Dividends: Number 607,499 141,569 55,597
Amount 1,966,908 168,392 94,806
Business or profession
net income
(less loss):
Number 343,948 95,916 40,193
Amount 3,488,416 254,821 261,810
Number of farm returns 62,946 16,703 7,743
Net capital gain
(less loss) in AGI:
Number 497,206 113,217 43,151
Amount 8,304,394 232,479 110,474
Taxable Individual
Retirement
Arrangements
distributions:
Number 176,747 46,095 24,884
Amount 1,694,808 178,269 138,000
Pensions and annuities in
AGI: Number 504,263 171,883 75,313
Amount 5,771,321 1,146,839 787,154
Social Security benefits
in AGI: Number 192,758 4,295 37,575
Amount 1,463,965 10,074 63,881
Total statutory
adjustments: Number 450,168 106,986 59,306
Amount 892,402 90,103 72,893
Self-employment
retirement
plans:[6] Number 18,317 522 578
Amount 172,229 1,364 1,531
Total itemized
deductions:[7]
Number 807,177 48,057 57,173
Amount 12,203,457 575,087 635,853
Medical and dental
expense: Number 105,124 29,589 18,766
Amount 661,260 231,743 111,502
Taxes paid: Number 808,054 47,332 57,247
Amount 4,192,724 96,180 118,206
Interest paid: Number 711,137 30,087 45,944
Amount 4,996,614 174,257 302,135
Contributions: Number 672,094 30,874 40,817
Amount 2,121,523 50,014 70,714
Taxable income: Number 2,284,184 612,072 396,027
Amount 80,423,290 2,946,871 5,443,102
Total tax credits:[8]
Number 772,935 95,818 119,734
Amount 691,367 38,781 84,430
Child care credit: Number 117,123 9,429 15,592
Amount 47,029 3,232 6,399
Earned income credit:[9]
Number 356,503 266,755 88,037
Amount 556,602 475,278 81,220
Excess earned income
credit
(refundable):[10]
Number 293,805 244,139 49,264
Amount 481,786 433,151 48,611
Income tax:[11] Number 2,192,899 559,571 367,416
Amount 15,871,132 402,606 729,445
Total tax liability:[12]
Number 2,265,125 620,545 375,130
Amount 16,553,207 483,641 785,574
Tax due at time of
filing:[13] Number 521,929 138,979 59,880
Amount 1,903,430 65,943 55,856
Overpayments:[14] Number 2,158,025 914,454 334,010
Amount 3,536,620 958,645 458,397
IOWA
Number of returns 1,345,040 542,638 200,760
Number of joint returns 605,488 81,666 67,113
Number with paid
preparer's
signature 900,214 326,619 135,529
Number of exemptions[3] 2,686,460 686,785 372,165
Adjusted gross income
(AGI)[4] 52,170,593 4,509,078 4,961,037
Salaries and wages in
AGI:[5] Number 1,133,767 425,662 171,086
Amount 36,874,257 3,736,910 3,837,073
Taxable interest: Number 838,943 249,653 108,987
Amount 1,990,104 363,945 213,695
Tax-exempt interest:[6]
Number 54,200 6,803 4,497
Amount 353,878 24,008 13,592
Dividends: Number 385,850 96,218 41,625
Amount 1,001,010 96,669 59,358
Business or profession
net income
(less loss):
Number 194,030 53,537 25,155
Amount 1,757,446 143,823 136,078
Number of farm returns 89,978 27,538 13,408
Net capital gain
(less loss) in AGI:
Number 347,639 87,214 37,204
Amount 3,515,415 168,600 103,026
Taxable Individual
Retirement
Arrangements
distributions:
Number 105,410 26,879 15,953
Amount 807,977 95,151 73,318
Pensions and annuities in
AGI: Number 233,397 72,342 37,892
Amount 2,488,734 441,767 353,016
Social Security benefits
in AGI: Number 118,284 2,223 22,995
Amount 900,252 4,317 37,492
Total statutory
adjustments: Number 294,863 73,339 44,916
Amount 604,245 75,378 64,594
Self-employment
retirement
plans:[6] Number 15,272 582 720
Amount 107,858 1,241 1,873
Total itemized
deductions:[7]
Number 381,460 30,896 30,902
Amount 5,846,823 507,446 311,350
Medical and dental
expense: Number 76,854 25,252 14,878
Amount 713,494 358,049 104,577
Taxes paid: Number 378,446 27,710 30,448
Amount 2,126,250 44,348 61,604
Interest paid: Number 300,491 12,276 19,919
Amount 1,838,159 57,870 83,629
Contributions: Number 332,824 22,191 24,095
Amount 971,749 33,040 37,758
Taxable income: Number 1,118,131 321,111 196,739
Amount 35,642,254 1,511,986 2,679,566
Total tax credits:[8]
Number 390,319 48,515 58,674
Amount 362,668 19,669 40,925
Child care credit: Number 82,288 6,221 10,255
Amount 31,411 2,032 3,816
Earned income credit:[9]
Number 143,521 105,417 37,379
Amount 211,150 177,267 33,839
Excess earned income
credit
(refundable):[10]
Number 113,826 92,920 20,725
Amount 176,330 156,735 19,584
Income tax:[11] Number 1,071,533 296,294 181,319
Amount 6,670,191 205,114 357,411
Total tax liability:[12]
Number 1,115,177 331,281 187,320
Amount 7,087,242 255,912 396,481
Tax due at time of
filing:[13] Number 341,146 102,112 41,887
Amount 915,729 49,362 44,372
Overpayments:[14] Number 929,381 401,036 151,643
Amount 1,313,470 370,207 189,604
KANSAS
Number of returns 1,211,713 485,367 172,647
Number of joint returns 541,228 72,092 59,636
Number with paid
preparer's
signature 738,578 272,045 106,380
Number of exemptions[3] 2,467,997 641,019 337,302
Adjusted gross income
(AGI)[4] 50,957,887 3,939,566 4,271,446
Salaries and wages in
AGI:[5] Number 1,031,720 387,224 149,360
Amount 36,338,970 3,454,760 3,404,276
Taxable interest: Number 685,499 190,330 79,901
Amount 1,778,717 294,011 161,811
Tax-exempt interest:[6]
Number 47,772 5,942 3,477
Amount 435,121 20,275 13,994
Dividends: Number 325,535 75,874 30,240
Amount 1,038,717 89,642 45,818
Business or profession
net income
(less loss):
Number 178,938 47,750 21,590
Amount 1,624,671 6,598 122,052
Number of farm returns 65,685 19,729 8,906
Net capital gain
(less loss) in AGI:
Number 290,311 69,650 26,676
Amount 3,454,063 136,491 67,249
Taxable Individual
Retirement
Arrangements
distributions:
Number 96,754 22,606 13,035
Amount 890,710 85,640 66,246
Pensions and annuities in
AGI: Number 208,595 59,525 30,817
Amount 2,512,647 385,736 307,112
Social Security benefits
in AGI: Number 101,945 2,087 18,305
Amount 816,956 4,236 31,980
Total statutory
adjustments: Number 242,766 57,145 33,640
Amount 550,907 57,420 47,357
Self-employment
retirement
plans:[6] Number 12,387 400 469
Amount 100,550 958 1,361
Total itemized
deductions:[7]
Number 346,412 23,229 23,101
Amount 5,668,543 300,400 251,477
Medical and dental
expense: Number 65,883 17,853 11,014
Amount 474,145 161,812 77,562
Taxes paid: Number 343,545 20,876 22,693
Amount 2,073,924 36,159 45,819
Interest paid: Number 284,232 11,131 15,856
Amount 1,925,157 58,908 75,159
Contributions: Number 302,510 15,128 18,066
Amount 1,062,147 26,153 34,245
Taxable income: Number 998,487 277,394 168,807
Amount 35,535,716 1,298,196 2,253,114
Total tax credits:[8]
Number 352,575 45,550 56,105
Amount 314,136 17,540 38,708
Child care credit: Number 68,142 5,303 9,005
Amount 27,199 1,779 3,507
Earned income credit:[9]
Number 143,887 105,552 37,650
Amount 221,994 187,524 34,430
Excess earned income
credit
(refundable):[10]
Number 117,142 95,286 21,662
Amount 189,413 168,466 20,937
Income tax:[11] Number 953,901 253,480 153,468
Amount 7,048,068 176,493 297,632
Total tax liability:[12]
Number 990,705 283,510 158,227
Amount 7,434,908 220,244 329,417
Tax due at time of
filing:[13] Number 293,097 81,143 33,987
Amount 1,039,233 39,424 35,024
Overpayments:[14] Number 848,192 367,116 132,799
Amount 1,269,899 365,311 170,522
KENTUCKY
Number of returns 1,719,514 764,244 257,443
Number of joint returns 778,736 156,460 100,373
Number with paid
preparer's
signature 1,065,802 446,486 160,484
Number of exemptions[3] 3,483,246 1,155,014 508,140
Adjusted gross income
(AGI)[4] 63,288,305 6,543,409 6,349,377
Salaries and wages in
AGI:[5] Number 1,484,911 618,932 227,815
Amount 46,837,959 5,736,507 5,187,185
Taxable interest: Number 818,157 227,026 104,424
Amount 1,845,075 363,562 184,797
Tax-exempt interest:[6]
Number 42,175 5,293 3,049
Amount 399,267 28,896 12,754
Dividends: Number 329,907 74,099 31,834
Amount 1,164,356 92,271 51,148
Business or profession
net income
(less loss):
Number 241,881 89,553 31,150
Amount 2,105,567 199,293 185,345
Number of farm returns 94,663 32,051 13,218
Net capital gain
(less loss) in AGI:
Number 274,368 63,893 26,304
Amount 3,635,933 158,092 74,179
Taxable Individual
Retirement
Arrangements
distributions:
Number 90,061 22,020 12,940
Amount 872,833 90,011 69,541
Pensions and annuities in
AGI: Number 295,774 94,250 47,484
Amount 3,762,704 657,800 530,300
Social Security benefits
in AGI: Number 105,707 2,261 19,414
Amount 751,663 6,018 31,378
Total statutory
adjustments: Number 305,233 99,282 43,004
Amount 567,415 79,824 52,249
Self-employment
retirement
plans:[6] Number 10,534 341 358
Amount 97,513 917 1,016
Total itemized
deductions:[7]
Number 498,712 36,662 43,553
Amount 7,693,249 400,024 558,746
Medical and dental
expense: Number 74,946 23,550 14,633
Amount 441,617 144,642 111,257
Taxes paid: Number 497,430 34,933 43,473
Amount 3,034,192 59,205 190,997
Interest paid: Number 423,846 23,544 34,728
Amount 2,722,686 132,819 167,176
Contributions: Number 427,099 24,862 33,436
Amount 1,234,823 38,892 52,870
Taxable income: Number 1,350,319 400,618 253,241
Amount 42,166,616 1,921,827 3,295,785
Total tax credits:[8]
Number 450,644 65,498 82,807
Amount 372,502 24,988 55,657
Child care credit: Number 71,701 6,340 9,727
Amount 27,286 2,012 3,537
Earned income credit:[9]
Number 298,718 235,805 61,775
Amount 471,265 414,937 56,259
Excess earned income
credit
(refundable):[10]
Number 247,596 212,268 35,069
Amount 404,948 371,005 33,927
Income tax:[11] Number 1,286,281 362,826 231,909
Amount 8,108,578 263,149 437,260
Total tax liability:[12]
Number 1,360,070 428,598 238,042
Amount 8,551,652 343,107 478,853
Tax due at time of
filing:[13] Number 334,263 101,781 43,386
Amount 1,054,300 52,949 41,231
Overpayments:[14] Number 1,307,502 618,879 208,000
Amount 2,078,832 734,340 285,924
LOUISIANA
Number of returns 1,859,756 901,930 264,652
Number of joint returns 690,495 118,743 83,360
Number with paid
preparer's
signature 1,022,686 481,148 139,997
Number of exemptions[3] 3,925,548 1,523,140 557,290
Adjusted gross income
(AGI)[4] 65,928,921 7,902,510 6,517,163
Salaries and wages in
AGI:[5] Number 1,624,765 762,863 235,605
Amount 48,446,994 7,155,633 5,445,430
Taxable interest: Number 766,580 205,671 93,967
Amount 1,829,909 283,675 153,704
Tax-exempt interest:[6]
Number 43,785 5,507 2,954
Amount 579,238 25,429 16,232
Dividends: Number 332,889 76,196 30,861
Amount 1,153,632 99,564 52,913
Business or profession
net income
(less loss):
Number 240,561 90,906 29,297
Amount 2,495,223 311,262 175,091
Number of farm returns 29,610 7,927 3,422
Net capital gain
(less loss) in AGI:
Number 279,290 64,593 24,521
Amount 3,642,923 155,345 60,373
Taxable Individual
Retirement
Arrangements
distributions:
Number 86,766 18,883 11,846
Amount 986,161 81,975 70,450
Pensions and annuities in
AGI: Number 271,234 83,629 42,112
Amount 3,688,235 623,444 490,086
Social Security benefits
in AGI: Number 102,052 2,423 17,163
Amount 756,101 6,993 29,012
Total statutory
adjustments: Number 292,930 95,582 38,887
Amount 614,777 76,948 50,649
Self-employment
retirement
plans:[6] Number 12,279 399 420
Amount 127,485 889 1,251
Total itemized
deductions:[7]
Number 345,205 24,108 29,453
Amount 5,508,620 371,287 323,003
Medical and dental
expense: Number 71,276 14,634 12,501
Amount 457,824 157,112 63,740
Taxes paid: Number 340,109 21,024 28,306
Amount 1,139,996 39,354 24,422
Interest paid: Number 288,036 14,884 20,816
Amount 2,129,268 103,169 110,466
Contributions: Number 302,751 16,411 23,942
Amount 1,132,686 30,219 52,611
Taxable income: Number 1,380,721 429,140 260,115
Amount 44,348,526 1,916,426 3,291,434
Total tax credits:[8]
Number 521,396 111,267 103,048
Amount 419,947 41,305 73,430
Child care credit: Number 86,035 8,369 13,695
Amount 34,776 2,883 5,696
Earned income credit:[9]
Number 480,221 396,106 82,841
Amount 900,946 820,191 80,678
Excess earned income
credit
(refundable):[10]
Number 424,433 374,656 49,483
Amount 813,178 762,859 50,302
Income tax:[11] Number 1,277,910 358,157 234,171
Amount 8,754,057 247,711 419,061
Total tax liability:[12]
Number 1,351,521 424,188 239,886
Amount 9,234,609 331,794 457,152
Tax due at time of
filing:[13] Number 356,608 103,821 46,502
Amount 1,188,962 53,238 43,745
Overpayments:[14] Number 1,424,825 755,537 212,687
Amount 2,493,110 1,191,852 318,200
MAINE
Number of returns 595,018 254,289 91,996
Number of joint returns 256,321 40,716 32,278
Number with paid
preparer's
signature 289,318 104,941 42,984
Number of exemptions[3] 1,145,492 333,880 170,409
Adjusted gross income
(AGI)[4] 22,367,024 2,255,164 2,268,008
Salaries and wages in
AGI:[5] Number 505,352 202,526 79,977
Amount 15,603,047 1,831,649 1,788,657
Taxable interest: Number 351,786 100,260 49,519
Amount 659,556 115,287 66,320
Tax-exempt interest:[6]
Number 19,143 2,304 1,418
Amount 166,452 7,071 4,956
Dividends: Number 140,796 34,623 15,689
Amount 536,474 48,243 29,123
Business or profession
net income
(less loss):
Number 104,273 36,499 14,978
Amount 1,037,031 101,709 109,317
Number of farm returns 4,937 1,680 691
Net capital gain
(less loss) in AGI:
Number 120,069 28,639 12,569
Amount 1,919,187 59,544 36,544
Taxable Individual
Retirement
Arrangements
distributions:
Number 39,173 10,606 5,976
Amount 337,575 42,336 32,042
Pensions and annuities in
AGI: Number 97,988 30,691 16,130
Amount 1,300,454 222,853 190,107
Social Security benefits
in AGI: Number 40,775 851 6,985
Amount 284,148 2,585 10,855
Total statutory
adjustments: Number 130,587 38,962 20,245
Amount 289,065 39,297 30,454
Self-employment
retirement
plans:[6] Number 6,480 315 376
Amount 49,041 662 1,019
Total itemized
deductions:[7]
Number 174,600 12,382 15,525
Amount 2,742,883 161,268 153,471
Medical and dental
expense: Number 28,019 7,621 5,250
Amount 173,478 48,248 27,737
Taxes paid: Number 174,353 11,977 15,517
Amount 1,220,472 46,215 42,017
Interest paid: Number 149,745 8,577 12,786
Amount 932,945 45,101 61,318
Contributions: Number 151,008 7,979 11,913
Amount 341,289 8,044 12,290
Taxable income: Number 484,562 145,998 90,490
Amount 14,972,796 724,644 1,214,902
Total tax credits:[8]
Number 153,253 20,543 25,538
Amount 135,171 8,107 17,602
Child care credit: Number 27,422 2,224 3,541
Amount 11,110 770 1,336
Earned income credit:[9]
Number 77,245 58,980 17,947
Amount 113,945 97,805 16,120
Excess earned income
credit
(refundable):[10]
Number 60,272 50,631 9,580
Amount 92,374 83,431 8,939
Income tax:[11] Number 464,676 134,894 83,702
Amount 2,815,716 100,203 163,877
Total tax liability:[12]
Number 487,641 154,441 86,316
Amount 3,002,050 132,442 184,383
Tax due at time of
filing:[13] Number 132,240 41,498 18,638
Amount 428,174 23,868 19,591
Overpayments:[14] Number 433,807 197,416 70,885
Amount 609,277 188,344 84,352
MARYLAND
Number of returns 2,499,237 863,792 346,833
Number of joint returns 916,391 78,853 67,925
Number with paid
preparer's
signature 1,263,458 407,058 175,608
Number of exemptions[3] 4,926,444 1,176,809 627,901
Adjusted gross income
(AGI)[4] 127,431,167 7,051,581 8,610,822
Salaries and wages in
AGI:[5] Number 2,152,718 685,009 304,647
Amount 93,043,532 6,377,484 7,121,407
Taxable interest: Number 1,416,754 299,375 144,312
Amount 3,084,865 356,212 181,730
Tax-exempt interest:[6]
Number 110,808 10,504 5,542
Amount 983,246 33,584 20,942
Dividends: Number 695,494 134,639 49,240
Amount 2,757,803 175,494 90,309
Business or profession
net income
(less loss):
Number 327,292 84,978 33,510
Amount 3,676,699 256,432 206,234
Number of farm returns 13,339 3,405 1,382
Net capital gain
(less loss) in AGI:
Number 588,550 113,170 38,524
Amount 9,313,098 313,974 96,026
Taxable Individual
Retirement
Arrangements
distributions:
Number 164,071 27,909 17,871
Amount 1,657,155 114,477 91,153
Pensions and annuities in
AGI: Number 444,802 99,949 57,453
Amount 7,973,559 800,051 736,317
Social Security benefits
in AGI: Number 188,164 3,652 27,564
Amount 1,505,317 9,998 50,809
Total statutory
adjustments: Number 412,385 93,463 51,018
Amount 1,110,974 91,395 71,622
Self-employment
retirement
plans:[6] Number 31,137 822 944
Amount 295,110 1,845 2,817
Total itemized
deductions:[7]
Number 1,123,047 66,643 90,944
Amount 22,240,391 831,225 1,039,011
Medical and dental
expense: Number 164,106 34,259 30,590
Amount 956,289 246,329 133,408
Taxes paid: Number 1,121,018 64,467 90,743
Amount 8,621,923 137,442 232,444
Interest paid: Number 935,503 42,699 63,978
Amount 8,629,383 305,919 399,019
Contributions: Number 1,024,302 48,791 77,712
Amount 3,285,157 71,765 142,470
Taxable income: Number 2,118,122 496,864 337,766
Amount 88,242,389 2,373,011 4,523,982
Total tax credits:[8]
Number 718,727 101,000 114,327
Amount 642,936 42,935 87,389
Child care credit: Number 163,538 12,166 25,786
Amount 81,168 4,909 13,538
Earned income credit:[9]
Number 315,447 234,010 80,113
Amount 498,389 424,980 73,326
Excess earned income
credit
(refundable):[10]
Number 261,616 213,595 47,627
Amount 429,216 383,297 45,894
Income tax:[11] Number 2,020,065 440,444 308,826
Amount 18,689,631 316,534 589,429
Total tax liability:[12]
Number 2,083,134 492,320 315,783
Amount 19,394,696 394,562 633,814
Tax due at time of
filing:[13] Number 583,229 142,991 59,084
Amount 2,124,620 72,151 54,226
Overpayments:[14] Number 1,811,631 671,665 281,122
Amount 3,199,584 771,207 377,275
MASSACHUSETTS
Number of returns 3,048,771 1,054,479 422,233
Number of joint returns 1,141,732 106,340 84,784
Number with paid
preparer's
signature 1,628,717 492,239 208,821
Number of exemptions[3] 5,705,572 1,283,626 674,807
Adjusted gross income
(AGI)[4] 172,449,434 8,276,066 10,494,925
Salaries and wages in
AGI:[5] Number 2,598,837 804,703 364,854
Amount 118,482,965 7,120,651 8,375,806
Taxable interest: Number 1,957,679 450,845 221,459
Amount 4,753,423 573,809 316,361
Tax-exempt interest:[6]
Number 151,803 15,981 8,022
Amount 1,636,572 54,868 29,806
Dividends: Number 928,023 188,553 74,110
Amount 4,046,165 267,128 135,634
Business or profession
net income
(less loss):
Number 424,081 105,587 43,476
Amount 7,083,763 497,444 429,781
Number of farm returns 4,632 1,217 429
Net capital gain
(less loss) in AGI:
Number 791,722 152,705 57,271
Amount 20,998,442 403,738 156,760
Taxable Individual
Retirement
Arrangements
distributions:
Number 223,531 49,975 28,888
Amount 2,180,879 198,275 148,849
Pensions and annuities in
AGI: Number 492,701 138,592 69,844
Amount 6,823,755 998,274 798,376
Social Security benefits
in AGI: Number 234,049 4,811 38,314
Amount 1,846,995 11,277 65,545
Total statutory
adjustments: Number 605,392 129,163 81,179
Amount 1,746,122 139,197 123,439
Self-employment
retirement
plans:[6] Number 50,245 1,586 1,895
Amount 444,803 3,680 5,828
Total itemized
deductions:[7]
Number 1,146,773 64,820 70,977
Amount 22,785,582 903,407 799,299
Medical and dental
expense: Number 141,256 37,254 24,813
Amount 1,109,168 342,419 133,583
Taxes paid: Number 1,145,387 62,412 70,869
Amount 10,295,848 203,766 247,421
Interest paid: Number 952,698 41,044 52,957
Amount 8,208,211 268,771 299,544
Contributions: Number 1,050,091 45,646 60,114
Amount 3,171,960 45,849 66,515
Taxable income: Number 2,617,268 634,781 414,710
Amount 129,378,773 3,176,419 6,091,193
Total tax credits:[8]
Number 784,773 92,965 101,793
Amount 753,656 39,681 72,977
Child care credit: Number 127,410 7,769 14,614
Amount 54,761 2,616 6,369
Earned income credit:[9]
Number 272,091 208,095 62,975
Amount 392,128 335,075 56,987
Excess earned income
credit
(refundable):[10]
Number 214,347 180,492 33,608
Amount 328,525 295,746 32,760
Income tax:[11] Number 2,540,184 588,972 392,728
Amount 29,149,813 441,227 837,570
Total tax liability:[12]
Number 2,607,970 644,684 400,507
Amount 30,246,838 548,205 912,564
Tax due at time of
filing:[13] Number 769,652 195,972 80,324
Amount 4,015,126 107,850 81,350
Overpayments:[14] Number 2,119,507 782,745 330,866
Amount 3,692,455 736,233 389,106
MICHIGAN
Number of returns 4,556,948 1,770,607 599,111
Number of joint returns 1,849,860 222,686 161,849
Number with paid
preparer's
signature 2,539,224 885,864 329,341
Number of exemptions[3] 9,027,771 2,347,606 1,081,463
Adjusted gross income
(AGI)[4] 207,142,472 14,541,220 14,831,080
Salaries and wages in
AGI:[5] Number 3,957,942 1,422,520 523,477
Amount 153,928,869 11,784,114 11,555,296
Taxable interest: Number 2,581,276 663,574 275,480
Amount 5,746,543 896,232 454,103
Tax-exempt interest:[6]
Number 156,104 18,682 10,807
Amount 1,361,751 54,165 35,183
Dividends: Number 1,196,918 271,324 104,079
Amount 4,328,299 355,361 198,263
Business or profession
net income
(less loss):
Number 535,455 151,568 57,633
Amount 5,336,135 254,539 385,750
Number of farm returns 48,563 13,646 5,844
Net capital gain
(less loss) in AGI:
Number 992,026 220,211 81,439
Amount 13,396,585 511,593 216,271
Taxable Individual
Retirement
Arrangements
distributions:
Number 310,986 72,143 41,280
Amount 3,154,559 283,285 225,090
Pensions and annuities in
AGI: Number 854,724 281,344 124,171
Amount 11,737,950 2,099,403 1,531,409
Social Security benefits
in AGI: Number 347,632 8,023 65,222
Amount 2,804,885 20,605 112,857
Total statutory
adjustments: Number 689,808 170,925 86,965
Amount 1,507,209 161,697 121,445
Self-employment
retirement
plans:[6] Number 34,484 1,256 1,384
Amount 280,081 3,020 3,937
Total itemized
deductions:[7]
Number 1,561,579 85,991 101,374
Amount 25,350,967 991,866 1,090,738
Medical and dental
expense: Number 148,281 47,276 27,711
Amount 923,468 303,716 138,363
Taxes paid: Number 1,564,517 84,426 101,946
Amount 9,592,756 196,698 244,460
Interest paid: Number 1,369,294 57,692 81,574
Amount 10,004,168 341,576 498,290
Contributions: Number 1,399,689 60,981 81,622
Amount 4,352,669 93,372 134,680
Taxable income: Number 3,743,033 971,746 588,119
Amount 147,511,347 4,644,974 8,131,772
Total tax credits:[8]
Number 1,251,861 154,964 177,706
Amount 1,166,934 63,300 125,935
Child care credit: Number 183,862 12,203 24,013
Amount 75,519 4,142 10,360
Earned income credit:[9]
Number 547,783 421,784 123,730
Amount 867,749 751,795 115,815
Excess earned income
credit
(refundable):[10]
Number 456,981 384,196 72,166
Amount 756,013 683,370 72,603
Income tax:[11] Number 3,600,360 889,667 544,342
Amount 30,535,278 632,203 1,088,175
Total tax liability:[12]
Number 3,720,350 992,367 556,000
Amount 31,568,671 764,949 1,170,832
Tax due at time of
filing:[13] Number 919,390 245,907 100,471
Amount 3,286,563 113,511 92,092
Overpayments:[14] Number 3,426,803 1,413,147 484,251
Amount 5,916,341 1,463,362 633,414
MINNESOTA
Number of returns 2,340,604 845,611 326,414
Number of joint returns 982,480 97,471 81,040
Number with paid
preparer's
signature 1,263,559 398,291 168,422
Number of exemptions[3] 4,598,080 1,002,368 557,747
Adjusted gross income
(AGI)[4] 110,821,428 7,008,439 8,100,220
Salaries and wages in
AGI:[5] Number 2,029,066 673,853 285,008
Amount 79,436,438 5,853,851 6,503,212
Taxable interest: Number 1,406,145 353,011 156,658
Amount 3,036,472 443,417 237,890
Tax-exempt interest:[6]
Number 105,418 12,446 7,491
Amount 820,363 46,797 23,905
Dividends: Number 722,092 155,677 64,286
Amount 2,155,349 176,106 195,555
Business or profession
net income
(less loss):
Number 336,617 84,198 39,027
Amount 3,478,374 241,256 260,284
Number of farm returns 80,545 23,702 11,937
Net capital gain
(less loss) in AGI:
Number 609,858 135,698 52,336
Amount 8,475,567 292,880 134,266
Taxable Individual
Retirement
Arrangements
distributions:
Number 180,979 40,282 24,339
Amount 1,646,365 157,774 125,726
Pensions and annuities in
AGI: Number 368,311 98,939 53,198
Amount 5,059,567 648,988 566,379
Social Security benefits
in AGI: Number 173,556 3,300 30,125
Amount 1,316,274 7,532 49,704
Total statutory
adjustments: Number 495,628 110,774 72,139
Amount 1,091,020 107,494 99,743
Self-employment
retirement
plans:[6] Number 30,049 1,101 1,447
Amount 218,032 2,576 3,978
Total itemized
deductions:[7]
Number 916,668 48,713 63,625
Amount 16,079,142 581,848 637,561
Medical and dental
expense: Number 122,377 32,232 22,212
Amount 711,809 223,410 119,605
Taxes paid: Number 914,660 46,072 63,437
Amount 6,750,803 108,003 146,649
Interest paid: Number 794,415 29,744 49,942
Amount 5,936,216 174,127 257,039
Contributions: Number 835,008 35,765 52,289
Amount 2,424,817 48,352 70,337
Taxable income: Number 1,997,336 511,582 319,958
Amount 77,661,315 2,442,209 4,553,934
Total tax credits:[8]
Number 660,140 73,907 84,508
Amount 627,192 32,197 61,209
Child care credit: Number 134,860 10,059 17,178
Amount 51,645 2,953 6,572
Earned income credit:[9]
Number 210,724 154,838 54,933
Amount 305,481 255,185 50,239
Excess earned income
credit
(refundable):[10]
Number 166,018 135,515 30,261
Amount 252,388 223,318 29,055
Income tax:[11] Number 1,926,896 473,538 298,443
Amount 15,889,663 333,946 618,134
Total tax liability:[12]
Number 1,989,439 522,645 307,061
Amount 16,597,704 412,970 679,258
Tax due at time of
filing:[13] Number 640,363 170,310 76,842
Amount 2,327,240 91,669 74,662
Overpayments:[14] Number 1,590,313 618,097 240,967
Amount 2,267,584 523,016 260,121
MISSISSIPPI
Number of returns 1,171,297 588,458 185,345
Number of joint returns 425,848 79,150 57,102
Number with paid
preparer's
signature 689,105 331,903 106,329
Number of exemptions[3] 2,466,515 1,021,265 396,918
Adjusted gross income
(AGI)[4] 37,962,745 5,479,432 4,550,902
Salaries and wages in
AGI:[5] Number 1,037,179 508,214 168,439
Amount 28,298,999 4,938,418 3,913,078
Taxable interest: Number 407,804 107,797 53,995
Amount 1,013,581 168,785 96,071
Tax-exempt interest:[6]
Number 19,145 2,505 1,412
Amount 176,080 11,475 6,864
Dividends: Number 167,314 36,876 16,637
Amount 546,681 44,703 25,618
Business or profession
net income
(less loss):
Number 149,306 58,167 19,615
Amount 1,502,114 166,108 119,580
Number of farm returns 37,813 9,723 4,598
Net capital gain
(less loss) in AGI:
Number 143,876 31,986 13,821
Amount 2,099,389 82,693 38,903
Taxable Individual
Retirement
Arrangements
distributions:
Number 47,803 11,380 7,146
Amount 451,868 47,798 39,167
Pensions and annuities in
AGI: Number 169,065 52,275 27,439
Amount 2,143,034 350,768 288,702
Social Security benefits
in AGI: Number 65,574 1,505 11,399
Amount 479,754 4,941 18,698
Total statutory
adjustments: Number 177,569 58,531 25,070
Amount 351,475 47,899 32,566
Self-employment
retirement
plans:[6] Number 5,713 178 217
Amount 55,082 365 566
Total itemized
deductions:[7]
Number 235,614 17,984 22,726
Amount 3,740,525 198,802 242,158
Medical and dental
expense: Number 55,163 11,861 10,335
Amount 267,804 70,911 49,330
Taxes paid: Number 234,065 16,716 22,401
Amount 928,993 19,824 28,997
Interest paid: Number 194,369 11,129 16,776
Amount 1,283,715 60,971 80,974
Contributions: Number 206,681 12,935 18,698
Amount 880,859 26,758 43,925
Taxable income: Number 860,863 281,854 182,551
Amount 24,003,201 1,234,231 2,263,943
Total tax credits:[8]
Number 332,503 82,122 76,923
Amount 251,470 30,644 54,958
Child care credit: Number 54,557 6,546 11,242
Amount 22,664 2,350 4,989
Earned income credit:[9]
Number 343,389 277,311 65,228
Amount 650,556 586,630 63,874
Excess earned income
credit
(refundable):[10]
Number 301,734 263,890 37,653
Amount 585,349 546,794 38,544
Income tax:[11] Number 785,517 227,878 164,412
Amount 4,508,406 154,983 283,801
Total tax liability:[12]
Number 835,809 272,718 168,610
Amount 4,800,082 210,131 311,605
Tax due at time of
filing:[13] Number 221,672 63,963 31,757
Amount 708,167 35,686 31,082
Overpayments:[14] Number 906,657 500,128 150,343
Amount 1,624,259 871,350 235,091
MISSOURI
Number of returns 2,530,205 1,065,862 375,008
Number of joint returns 1,064,443 165,506 123,100
Number with paid
preparer's
signature 1,516,995 592,858 226,951
Number of exemptions[3] 5,043,011 1,506,581 716,436
Adjusted gross income
(AGI)[4] 102,312,485 9,283,706 9,256,587
Salaries and wages in
AGI:[5] Number 2,162,615 856,627 325,961
Amount 73,566,885 7,830,694 7,442,277
Taxable interest: Number 1,313,450 363,759 164,135
Amount 3,416,238 584,114 324,430
Tax-exempt interest:[6]
Number 89,446 10,933 6,580
Amount 846,666 37,614 27,261
Dividends: Number 631,301 144,928 62,882
Amount 2,268,861 179,708 108,983
Business or profession
net income
(less loss):
Number 347,509 113,416 44,982
Amount 3,347,323 330,546 273,311
Number of farm returns 106,878 35,749 15,419
Net capital gain
(less loss) in AGI:
Number 547,437 128,878 53,916
Amount 7,106,975 269,443 141,611
Taxable Individual
Retirement
Arrangements
distributions:
Number 177,112 42,093 24,923
Amount 1,667,396 161,662 130,407
Pensions and annuities in
AGI: Number 453,631 140,196 71,387
Amount 5,653,452 940,776 763,688
Social Security benefits
in AGI: Number 192,432 4,065 35,301
Amount 1,428,017 9,742 58,288
Total statutory
adjustments: Number 451,838 125,037 65,671
Amount 930,149 112,340 86,926
Self-employment
retirement
plans:[6] Number 19,520 685 793
Amount 164,677 1,488 2,181
Total itemized
deductions:[7]
Number 721,190 47,556 55,924
Amount 11,551,764 636,046 600,318
Medical and dental
expense: Number 108,858 30,330 19,578
Amount 796,074 262,369 158,911
Taxes paid: Number 718,400 44,067 55,430
Amount 4,080,378 116,099 103,392
Interest paid: Number 614,905 28,879 43,404
Amount 4,302,905 165,152 217,042
Contributions: Number 617,194 30,977 42,494
Amount 1,995,369 51,078 74,275
Taxable income: Number 2,042,059 587,112 368,153
Amount 70,597,557 2,808,086 4,917,409
Total tax credits:[8]
Number 692,661 102,474 119,367
Amount 591,913 39,989 82,957
Child care credit: Number 125,442 10,115 17,740
Amount 49,713 3,434 6,978
Earned income credit:[9]
Number 379,333 290,855 86,936
Amount 608,543 527,101 81,348
Excess earned income
credit
(refundable):[10]
Number 315,001 264,701 49,939
Amount 526,893 477,193 49,679
Income tax:[11] Number 1,945,362 529,720 337,535
Amount 14,093,737 380,892 651,307
Total tax liability:[12]
Number 2,030,616 602,540 346,727
Amount 14,762,516 478,594 711,972
Tax due at time of
filing:[13] Number 553,886 158,247 68,823
Amount 1,916,865 78,304 65,431
Overpayments:[14] Number 1,852,562 839,805 296,163
Amount 2,906,818 947,122 394,280
MONTANA
Number of returns 416,951 204,168 58,800
Number of joint returns 182,599 38,462 26,037
Number with paid
preparer's
signature 250,779 109,784 35,546
Number of exemptions[3] 827,656 290,343 122,493
Adjusted gross income
(AGI)[4] 13,413,566 1,397,380 1,449,712
Salaries and wages in
AGI:[5] Number 335,471 155,162 48,747
Amount 8,823,188 1,352,316 1,061,006
Taxable interest: Number 242,145 86,125 33,207
Amount 619,611 116,699 60,547
Tax-exempt interest:[6]
Number 19,540 3,403 1,912
Amount 140,582 12,282 8,215
Dividends: Number 119,382 37,615 14,145
Amount 345,085 44,322 23,555
Business or profession
net income
(less loss):
Number 76,555 28,409 11,172
Amount 636,511 58,912 66,720
Number of farm returns 23,044 9,036 3,485
Net capital gain
(less loss) in AGI:
Number 111,404 35,665 13,169
Amount 1,194,686 93,032 44,596
Taxable Individual
Retirement
Arrangements
distributions:
Number 28,447 7,469 4,472
Amount 247,149 30,114 23,357
Pensions and annuities in
AGI: Number 71,761 24,640 11,926
Amount 920,852 173,378 135,808
Social Security benefits
in AGI: Number 31,504 789 5,885
Amount 227,906 2,051 10,421
Total statutory
adjustments: Number 100,582 33,248 16,194
Amount 213,501 33,175 24,341
Self-employment
retirement
plans:[6] Number 4,469 255 288
Amount 35,246 518 807
Total itemized
deductions:[7]
Number 123,797 15,960 13,832
Amount 1,833,775 216,265 141,840
Medical and dental
expense: Number 36,180 12,199 6,677
Amount 187,074 74,708 31,098
Taxes paid: Number 123,103 15,226 13,777
Amount 639,708 27,894 30,316
Interest paid: Number 98,957 9,807 10,358
Amount 672,607 93,369 54,168
Contributions: Number 103,144 10,302 10,522
Amount 257,225 12,522 14,120
Taxable income: Number 316,038 105,543 57,024
Amount 8,768,688 479,981 711,476
Total tax credits:[8]
Number 105,428 16,332 18,964
Amount 91,387 5,902 12,702
Child care credit: Number 17,054 1,494 2,623
Amount 5,586 430 803
Earned income credit:[9]
Number 64,829 51,540 13,037
Amount 99,230 87,108 12,106
Excess earned income
credit
(refundable):[10]
Number 52,594 45,006 7,525
Amount 82,543 75,417 7,123
Income tax:[11] Number 298,591 96,521 50,966
Amount 1,611,338 65,388 92,722
Total tax liability:[12]
Number 320,730 114,909 53,695
Amount 1,752,889 90,765 108,623
Tax due at time of
filing:[13] Number 106,275 36,744 14,933
Amount 274,019 18,862 16,337
Overpayments:[14] Number 277,480 146,691 41,466
Amount 375,945 146,841 52,501
NEBRASKA
Number of returns
Number of joint returns 349,008 48,826 39,613
Number with paid
preparer's
signature 476,429 181,643 71,004
Number of exemptions[3] 1,607,231 430,553 230,641
Adjusted gross income
(AGI)[4] 31,863,507 2,650,935 2,986,198
Salaries and wages in
AGI:[5] Number 686,782 270,222 105,815
Amount 22,134,122 2,413,525 2,396,811
Taxable interest: Number 473,812 144,802 60,098
Amount 1,206,485 207,452 115,186
Tax-exempt interest:[6]
Number 35,054 4,931 2,960
Amount 374,597 23,182 103,241
Dividends: Number 227,398 57,506 23,548
Amount 637,894 59,556 33,488
Business or profession
net income
(less loss):
Number 116,821 34,019 15,518
Amount 970,720 66,549 80,979
Number of farm returns 53,578 19,278 8,176
Net capital gain
(less loss) in AGI:
Number 214,313 56,138 22,506
Amount 2,691,527 130,324 61,246
Taxable Individual
Retirement
Arrangements
distributions:
Number 61,922 15,387 8,882
Amount 517,719 58,299 44,369
Pensions and annuities in
AGI: Number 120,934 34,847 18,441
Amount 1,386,433 201,342 167,522
Social Security benefits
in AGI: Number 64,374 1,378 11,792
Amount 495,744 3,218 20,269
Total statutory
adjustments: Number 175,144 45,394 26,481
Amount 361,999 46,641 38,180
Self-employment
retirement
plans:[6] Number 7,845 301 365
Amount 56,345 709 1,006
Total itemized
deductions:[7]
Number 218,266 15,334 16,584
Amount 3,641,677 194,738 174,343
Medical and dental
expense: Number 39,283 11,492 7,097
Amount 299,383 106,831 51,693
Taxes paid: Number 215,654 13,383 16,169
Amount 1,256,842 27,123 37,337
Interest paid: Number 176,501 6,912 11,507
Amount 1,161,431 36,560 52,180
Contributions: Number 195,094 10,424 13,189
Amount 734,048 15,898 20,923
Taxable income: Number 660,632 196,308 118,402
Amount 21,891,023 933,729 1,598,450
Total tax credits:[8]
Number 230,297 30,560 36,952
Amount 208,687 11,823 25,465
Child care credit: Number 50,691 4,122 7,015
Amount 19,961 1,339 2,661
Earned income credit:[9]
Number 91,694 67,237 24,042
Amount 140,014 117,822 22,167
Excess earned income
credit
(refundable):[10]
Number 73,686 59,808 13,760
Amount 117,837 104,562 13,268
Income tax:[11] Number 630,702 180,655 107,976
Amount 4,256,218 128,042 212,249
Total tax liability:[12]
Number 659,183 203,553 111,913
Amount 4,503,366 161,160 236,091
Tax due at time of
filing:[13] Number 203,332 61,449 25,487
Amount 783,543 30,922 27,648
Overpayments:[14] Number 556,260 250,051 91,657
Amount 782,813 234,799 111,345
NEVADA
Number of returns 912,829 333,085 156,282
Number of joint returns 343,284 42,238 37,662
Number with paid
preparer's
signature 507,090 170,602 82,916
Number of exemptions[3] 1,796,804 482,504 289,730
Adjusted gross income
(AGI)[4] 43,969,433 2,628,436 3,851,527
Salaries and wages in
AGI:[5] Number 791,078 273,009 140,458
Amount 28,617,148 2,843,446 3,270,504
Taxable interest: Number 394,392 84,850 49,631
Amount 1,635,083 182,224 74,346
Tax-exempt interest:[6]
Number 25,372 3,180 1,767
Amount 458,590 24,529 11,085
Dividends: Number 184,869 36,581 17,985
Amount 1,043,961 70,627 33,759
Business or profession
net income
(less loss):
Number 107,874 31,932 12,348
Amount 1,282,032 38,480 76,030
Number of farm returns 4,110 1,073 377
Net capital gain
(less loss) in AGI:
Number 166,981 32,711 15,475
Amount 5,586,400 107,459 32,718
Taxable Individual
Retirement
Arrangements
distributions:
Number 52,412 10,063 6,607
Amount 679,222 48,513 39,767
Pensions and annuities in
AGI: Number 159,431 38,498 22,738
Amount 2,605,352 301,337 272,657
Social Security benefits
in AGI: Number 71,578 1,602 11,316
Amount 528,519 5,129 19,817
Total statutory
adjustments: Number 138,262 33,320 18,926
Amount 366,831 39,105 29,612
Self-employment
retirement
plans:[6] Number 6,065 291 306
Amount 58,687 821 970
Total itemized
deductions:[7]
Number 298,745 25,632 30,609
Amount 5,629,676 440,414 337,886
Medical and dental
expense: Number 44,587 11,726 7,897
Amount 243,653 85,984 36,668
Taxes paid: Number 289,704 23,238 28,968
Amount 808,981 38,168 37,368
Interest paid: Number 271,477 20,873 26,479
Amount 2,933,860 262,801 193,213
Contributions: Number 255,546 16,461 24,290
Amount 854,013 18,958 27,941
Taxable income: Number 768,325 193,592 152,806
Amount 32,052,086 1,019,267 2,051,102
Total tax credits:[8]
Number 244,689 37,341 48,369
Amount 242,594 15,429 34,439
Child care credit: Number 45,968 3,485 7,767
Amount 21,415 1,355 3,662
Earned income credit:[9]
Number 125,638 90,305 34,722
Amount 190,924 157,462 33,424
Excess earned income
credit
(refundable):[10]
Number 103,326 81,510 21,621
Amount 166,512 144,243 22,258
Income tax:[11] Number 730,459 172,809 139,891
Amount 7,051,580 139,422 272,849
Total tax liability:[12]
Number 751,916 190,673 142,197
Amount 7,274,065 167,094 289,740
Tax due at time of
filing:[13] Number 207,386 45,098 28,646
Amount 1,034,934 25,431 25,273
Overpayments:[14] Number 662,757 265,706 124,592
Amount 1,128,694 320,927 162,970
NEW HAMPSHIRE
Number of returns 611,824 218,919 86,429
Number of joint returns 257,067 23,848 20,697
Number with paid
preparer's
signature 290,067 87,115 38,727
Number of exemptions[3] 1,173,976 248,994 142,726
Adjusted gross income
(AGI)[4] 30,301,774 1,851,744 2,141,163
Salaries and wages in
AGI:[5] Number 528,640 174,602 75,998
Amount 21,517,553 1,539,524 1,739,324
Taxable interest: Number 380,772 88,374 42,621
Amount 766,227 96,738 54,386
Tax-exempt interest:[6]
Number 23,756 2,682 1,431
Amount 249,419 11,525 6,087
Dividends: Number 175,231 36,542 14,779
Amount 725,140 51,253 28,060
Business or profession
net income
(less loss):
Number 91,706 24,078 10,666
Amount 1,393,747 104,635 104,451
Number of farm returns 2,145 527 234
Net capital gain
(less loss) in AGI:
Number 152,778 30,641 12,087
Amount 3,169,740 61,622 32,718
Taxable Individual
Retirement
Arrangements
distributions:
Number 42,630 9,218 5,288
Amount 454,591 37,071 29,205
Pensions and annuities in
AGI: Number 98,074 25,230 13,452
Amount 1,374,031 173,433 144,445
Social Security benefits
in AGI: Number 45,459 861 7,032
Amount 364,368 2,382 12,041
Total statutory
adjustments: Number 126,410 28,122 17,308
Amount 327,340 30,887 27,070
Self-employment
retirement
plans:[6] Number 8,269 317 394
Amount 66,483 694 1,104
Total itemized
deductions:[7]
Number 198,059 12,054 12,964
Amount 3,147,762 218,822 137,865
Medical and dental
expense: Number 26,040 7,321 4,410
Amount 242,371 122,413 25,170
Taxes paid: Number 197,185 11,399 12,710
Amount 1,070,343 36,940 38,623
Interest paid: Number 175,959 8,115 10,534
Amount 1,361,270 46,570 57,026
Contributions: Number 172,941 7,753 9,815
Amount 407,584 7,145 9,752
Taxable income: Number 522,543 131,721 85,056
Amount 22,507,215 661,205 1,229,994
Total tax credits:[8]
Number 168,913 18,124 21,697
Amount 158,425 7,808 15,417
Child care credit: Number 29,919 1,742 3,079
Amount 12,946 648 1,284
Earned income credit:[9]
Number 52,250 38,795 14,217
Amount 75,655 63,196 12,445
Excess earned income
credit
(refundable):[10]
Number 40,324 33,233 7,039
Amount 60,677 54,098 6,575
Income tax:[11] Number 506,749 122,534 80,392
Amount 4,748,179 92,826 168,271
Total tax liability:[12]
Number 521,843 134,849 82,294
Amount 4,965,632 116,912 186,750
Tax due at time of
filing:[13] Number 145,530 34,950 14,692
Amount 674,609 21,376 16,676
Overpayments:[14] Number 435,593 169,503 69,324
Amount 688,727 151,847 84,564
NEW JERSEY
Number of returns 3,987,660 1,404,467 501,227
Number of joint returns 1,529,763 155,599 112,032
Number with paid
preparer's
signature 2,365,992 769,016 287,651
Number of exemptions[3] 7,885,240 1,894,411 889,532
Adjusted gross income
(AGI)[4] 231,282,999 11,271,924 12,440,493
Salaries and wages in
AGI:[5] Number 3,348,989 1,036,571 428,693
Amount 167,306,054 9,236,958 9,879,008
Taxable interest: Number 2,443,608 578,153 241,092
Amount 6,529,309 807,812 425,297
Tax-exempt interest:[6]
Number 218,055 25,109 11,519
Amount 2,565,663 96,982 56,380
Dividends: Number 1,374,471 299,381 97,216
Amount 5,433,987 421,386 215,622
Business or profession
net income
(less loss):
Number 463,566 122,892 42,879
Amount 7,529,652 587,482 410,633
Number of farm returns 9,182 1,722 748
Net capital gain
(less loss) in AGI:
Number 1,132,000 240,409 73,062
Amount 19,262,956 447,900 178,428
Taxable Individual
Retirement
Arrangements
distributions:
Number 291,587 61,265 33,923
Amount 3,250,439 253,810 189,333
Pensions and annuities in
AGI: Number 683,134 182,656 85,515
Amount 9,696,764 1,249,547 932,366
Social Security benefits
in AGI: Number 350,296 8,599 56,946
Amount 3,164,317 19,484 110,552
Total statutory
adjustments: Number 662,783 147,945 76,173
Amount 2,153,359 276,475 117,927
Self-employment
retirement
plans:[6] Number 49,248 1,215 1,385
Amount 501,246 3,163 4,256
Total itemized
deductions:[7]
Number 1,634,274 116,562 112,144
Amount 33,924,669 1,777,050 1,327,880
Medical and dental
expense: Number 284,378 75,214 50,278
Amount 1,632,557 579,927 225,119
Taxes paid: Number 1,634,834 113,630 112,189
Amount 15,299,760 545,404 398,303
Interest paid: Number 1,310,711 65,052 73,286
Amount 11,725,794 476,940 426,057
Contributions: Number 1,520,657 86,778 98,233
Amount 4,342,232 93,674 133,061
Taxable income: Number 3,362,687 800,708 487,286
Amount 170,193,385 3,697,540 6,677,793
Total tax credits:[8]
Number 1,075,869 143,475 150,615
Amount 988,625 60,725 115,227
Child care credit: Number 194,939 13,392 28,946
Amount 93,630 5,514 15,032
Earned income credit:[9]
Number 441,288 7,324 102,251
Amount 695,394 601,127 94,161
Excess earned income
credit
(refundable):[10]
Number 363,080 303,468 59,168
Amount 594,266 536,500 57,738
Income tax:[11] Number 3,231,250 722,012 450,321
Amount 39,209,967 499,935 883,498
Total tax liability:[12]
Number 3,326,287 800,068 460,927
Amount 40,450,521 630,738 959,228
Tax due at time of
filing:[13] Number 969,058 261,671 89,266
Amount 4,489,561 129,740 87,696
Overpayments:[14] Number 2,788,158 1,025,594 397,502
Amount 5,401,867 1,147,837 543,162
NEW MEXICO
Number of returns 776,902 374,790 116,726
Number of joint returns 303,575 63,913 42,527
Number with paid
preparer's
signature 403,654 190,069 60,195
Number of exemptions[3] 1,604,689 617,832 251,464
Adjusted gross income
(AGI)[4] 26,532,301 3,071,854 2,874,093
Salaries and wages in
AGI:[5] Number 656,381 306,418 101,688
Amount 18,735,047 2,823,112 2,338,586
Taxable interest: Number 348,633 98,008 46,799
Amount 798,079 126,853 67,654
Tax-exempt interest:[6]
Number 24,852 2,967 1,761
Amount 211,985 11,951 9,824
Dividends: Number 156,361 36,381 15,900
Amount 584,138 52,755 29,900
Business or profession
net income
(less loss):
Number 114,220 46,386 14,169
Amount 923,909 110,026 75,286
Number of farm returns 14,725 5,326 1,848
Net capital gain
(less loss) in AGI:
Number 136,268 31,976 13,307
Amount 1,873,543 73,187 35,158
Taxable Individual
Retirement
Arrangements
distributions:
Number 42,796 9,097 5,812
Amount 440,495 40,409 32,545
Pensions and annuities in
AGI: Number 131,597 38,511 20,677
Amount 2,135,453 304,198 265,554
Social Security benefits
in AGI: Number 51,732 1,066 8,350
Amount 390,580 3,091 14,090
Total statutory
adjustments: Number 133,226 47,182 18,821
Amount 257,100 42,353 24,358
Self-employment
retirement
plans:[6] Number 5,466 312 319
Amount 43,740 650 872
Total itemized
deductions:[7]
Number 194,368 16,647 18,894
Amount 3,134,093 191,987 199,258
Medical and dental
expense: Number 34,586 9,280 6,166
Amount 180,926 52,495 28,131
Taxes paid: Number 192,179 15,359 18,496
Amount 915,973 20,689 28,499
Interest paid: Number 168,877 12,561 15,953
Amount 1,388,150 89,877 101,495
Contributions: Number 161,214 10,144 14,121
Amount 463,061 13,119 19,194
Taxable income: Number 577,933 179,702 113,705
Amount 17,298,393 834,004 1,415,587
Total tax credits:[8]
Number 204,502 39,142 44,317
Amount 159,597 13,833 29,511
Child care credit: Number 26,816 2,724 4,607
Amount 10,564 834 1,755
Earned income credit:[9]
Number 178,869 143,486 34,788
Amount 293,145 259,324 33,785
Excess earned income
credit
(refundable):[10]
Number 154,191 132,166 21,852
Amount 257,904 235,317 22,577
Income tax:[11] Number 539,423 157,550 100,506
Amount 3,287,574 111,201 181,876
Total tax liability:[12]
Number 575,545 189,738 103,518
Amount 3,470,985 148,892 199,006
Tax due at time of
filing:[13] Number 159,098 46,032 22,102
Amount 480,570 23,312 19,988
Overpayments:[14] Number 578,267 305,802 91,996
Amount 890,154 392,450 129,293
NEW YORK
Number of returns 8,417,974 3,347,679 1,161,492
Number of joint returns 2,925,404 453,512 284,289
Number with paid
preparer's
signature 5,193,223 1,905,276 689,337
Number of exemptions[3] 16,451,319 5,013,348 2,165,599
Adjusted gross income
(AGI)[4] 444,100,204 26,112,814 28,819,852
Salaries and wages in
AGI:[5] Number 7,002,919 2,469,422 1,010,967
Amount 302,053,852 22,870,427 23,400,093
Taxable interest: Number 4,995,360 1,304,704 582,932
Amount 14,968,277 1,905,059 860,664
Tax-exempt interest:[6]
Number 439,358 55,843 26,598
Amount 6,206,370 247,964 225,626
Dividends: Number 2,464,387 567,278 209,901
Amount 11,488,826 807,198 394,798
Business or profession
net income
(less loss):
Number 1,180,711 469,499 117,729
Amount 15,673,497 2,481,193 931,212
Number of farm returns 29,603 10,054 4,015
Net capital gain
(less loss) in AGI:
Number 2,096,633 473,410 168,575
Amount 48,786,511 1,385,882 412,479
Taxable Individual
Retirement
Arrangements
distributions:
Number 574,695 134,098 72,626
Amount 6,106,933 557,951 393,059
Pensions and annuities in
AGI: Number 1,373,250 405,147 188,747
Amount 20,617,206 2,946,434 2,173,676
Social Security benefits
in AGI: Number 666,892 17,476 111,664
Amount 5,893,552 42,467 215,124
Total statutory
adjustments: Number 1,619,806 539,532 207,073
Amount 4,324,508 478,363 302,597
Self-employment
retirement
plans:[6] Number 106,339 3,609 3,922
Amount 1,160,970 9,630 12,868
Total itemized
deductions:[7]
Number 3,093,608 205,278 249,712
Amount 69,870,417 2,919,907 2,884,493
Medical and dental
expense: Number 468,823 109,198 89,321
Amount 2,691,587 653,416 399,315
Taxes paid: Number 3,084,092 195,626 248,232
Amount 34,110,690 943,847 771,081
Interest paid: Number 2,137,310 112,513 138,351
Amount 18,511,959 835,155 812,136
Contributions: Number 2,887,757 153,656 222,565
Amount 11,587,453 197,276 360,433
Taxable income: Number 6,802,612 1,778,446 1,130,661
Amount 318,881,100 8,225,709 15,111,226
Total tax credits:[8]
Number 2,207,989 336,006 375,254
Amount 2,411,158 141,281 282,789
Child care credit: Number 368,628 35,858 69,725
Amount 177,058 13,918 37,074
Earned income credit:[9]
Number 1,307,617 1,042,233 280,644
Amount 2,107,211 1,868,939 237,994
Excess earned income
credit
(refundable):[10]
Number 1,067,101 913,394 152,385
Amount 1,742,694 1,598,095 146,520
Income tax:[11] Number 6,473,400 1,584,919 1,033,057
Amount 74,089,890 1,107,484 1,975,571
Total tax liability:[12]
Number 6,837,275 1,910,359 1,059,105
Amount 76,907,018 1,590,745 2,153,548
Tax due at time of
filing:[13] Number 1,897,062 802,918 206,092
Amount 8,137,268 360,445 208,743
Overpayments:[14] Number 6,024,952 2,484,407 924,015
Amount 11,287,766 3,037,983 1,292,030
NORTH CAROLINA
Number of returns 3,577,630 1,478,830 572,848
Number of joint returns 1,453,321 202,693 163,289
Number with paid
preparer's
signature 2,066,665 821,805 323,397
Number of exemptions[3] 7,157,258 2,243,378 1,095,258
Adjusted gross income
(AGI)[4] 146,642,891 13,961,391 14,101,656
Salaries and wages in
AGI:[5] Number 3,138,924 1,236,215 517,732
Amount 107,186,168 12,195,288 11,941,638
Taxable interest: Number 1,713,646 398,503 217,018
Amount 3,620,630 500,420 284,440
Tax-exempt interest:[6]
Number 104,265 10,934 6,470
Amount 998,608 34,807 49,377
Dividends: Number 792,860 161,970 72,535
Amount 2,951,000 207,305 122,144
Business or profession
net income
(less loss):
Number 491,438 156,961 62,599
Amount 4,889,039 425,226 397,184
Number of farm returns 52,319 14,808 6,657
Net capital gain
(less loss) in AGI:
Number 648,890 132,275 54,980
Amount 9,382,961 295,190 146,024
Taxable Individual
Retirement
Arrangements
distributions:
Number 217,493 47,906 29,052
Amount 2,274,639 201,024 161,114
Pensions and annuities in
AGI: Number 591,461 151,705 89,819
Amount 8,103,218 1,011,296 912,381
Social Security benefits
in AGI: Number 247,804 4,567 40,157
Amount 1,974,920 12,135 67,629
Total statutory
adjustments: Number 604,777 162,622 85,556
Amount 1,326,538 153,468 115,375
Self-employment
retirement
plans:[6] Number 27,463 900 972
Amount 241,003 1,891 2,688
Total itemized
deductions:[7]
Number 1,186,873 86,400 110,926
Amount 20,585,844 1,016,667 1,239,262
Medical and dental
expense: Number 218,210 52,500 41,613
Amount 1,099,414 293,327 192,191
Taxes paid: Number 1,184,468 83,952 110,510
Amount 7,324,234 154,368 222,454
Interest paid: Number 1,021,679 58,625 88,274
Amount 7,752,474 349,830 475,274
Contributions: Number 1,044,092 62,147 89,911
Amount 3,651,148 105,712 175,144
Taxable income: Number 2,898,315 816,239 561,402
Amount 98,059,475 3,953,747 7,353,088
Total tax credits:[8]
Number 995,132 180,791 191,947
Amount 806,129 70,106 134,655
Child care credit: Number 203,306 24,014 34,884
Amount 82,146 7,959 14,478
Earned income credit:[9]
Number 639,219 494,203 142,978
Amount 1,059,857 927,343 132,386
Excess earned income
credit
(refundable):[10]
Number 537,713 456,248 81,016
Amount 926,848 847,085 79,735
Income tax:[11] Number 2,734,784 711,274 514,457
Amount 19,563,194 524,120 965,205
Total tax liability:[12]
Number 2,853,914 813,196 526,805
Amount 20,545,430 666,214 1,054,050
Tax due at time of
filing:[13] Number 767,709 192,535 96,366
Amount 2,680,432 105,724 93,041
Overpayments:[14] Number 2,670,498 1,214,886 466,385
Amount 4,352,439 1,585,122 632,864
NORTH DAKOTA
Number of returns 301,559 138,234 44,506
Number of joint returns 132,523 22,091 17,281
Number with paid
preparer's
signature 180,856 74,901 26,668
Number of exemptions[3) 594,300 176,444 86,032
Adjusted gross income
(AGI)[4] 10,111,796 1,084,142 1,096,926
Salaries and wages in
AGI:[5] Number 250,392 109,169 37,282
Amount 6,999,132 965,058 816,557
Taxable interest: Number 180,799 62,765 24,558
Amount 421,294 85,406 48,828
Tax-exempt interest:[6]
Number 12,467 1,982 1,201
Amount 80,016 5,462 4,341
Dividends: Number 79,661 22,867 9,188
Amount 169,301 21,470 12,018
Business or profession
net income
(less loss):
Number 44,556 13,938 6,302
Amount 375,287 31,994 36,271
Number of farm returns 31,489 11,961 4,810
Net capital gain
(less loss) in AGI:
Number 76,705 23,132 9,035
Amount 566,945 47,082 26,143
Taxable Individual
Retirement
Arrangements
distributions:
Number 21,367 5,554 3,325
Amount 166,222 20,002 15,974
Pensions and annuities in
AGI: Number 41,279 12,428 7,005
Amount 450,329 73,406 67,373
Social Security benefits
in AGI: Number 23,772 532 4,699
Amount 172,045 1,254 7,873
Total statutory
adjustments: Number 76,519 22,492 12,441
Amount 150,849 22,620 18,229
Self-employment
retirement
plans:[6] Number 3,093 117 160
Amount 20,626 222 381
Total itemized
deductions:[7]
Number 53,721 5,256 4,472
Amount 788,024 64,655 63,357
Medical and dental
expense: Number 12,954 4,337 2,361
Amount 101,692 39,886 17,846
Taxes paid: Number 52,324 4,233 4,267
Amount 242,411 6,499 23,066
Interest paid: Number 41,277 2,022 2,616
Amount 254,443 9,288 11,239
Contributions: Number 46,438 3,569 3,426
Amount 143,464 5,229 5,991
Taxable income: Number 243,573 81,228 43,765
Amount 6,835,320 381,893 582,995
Total tax credits:[8]
Number 84,395 12,615 13,358
Amount 79,160 4,960 9,342
Child care credit: Number 17,821 1,423 2,308
Amount 6,736 481 820
Earned income credit:[9]
Number 35,544 27,471 7,910
Amount 52,371 45,200 7,161
Excess earned income
credit
(refundable):[10]
Number 28,416 23,922 4,462
Amount 43,647 39,554 4,090
Income tax:[11] Number 231,384 74,447 39,708
Amount 1,240,142 51,991 77,433
Total tax liability:[12]
Number 244,620 85,309 41,460
Amount 1,350,378 67,676 89,222
Tax due at time of
filing:[13] Number 82,106 26,934 11,310
Amount 262,876 14,778 14,010
Overpayments:[14] Number 202,151 101,044 31,630
Amount 264,464 93,141 38,378
OHIO
Number of returns 5,526,890 2,182,208 871,820
Number of joint returns 1,951,562 265,330 208,161
Number with paid
preparer's
signature 2,828,248 999,494 449,043
Number of exemptions[3] 10,415,059 2,858,106 1,515,913
Adjusted gross income
(AGI)[4] 220,984,028 19,251,067 21,663,485
Salaries and wages in
AGI:[5] Number 4,786,157 1,764,211 768,490
Amount 163,759,911 15,659,846 17,647,918
Taxable interest: Number 2,942,216 773,415 387,095
Amount 5,972,670 1,014,167 579,574
Tax-exempt interest:[6]
Number 179,768 20,908 12,799
Amount 1,424,818 55,396 43,185
Dividends: Number 1,378,691 311,906 138,778
Amount 4,798,175 380,100 224,304
Business or profession
net income
(less loss):
Number 638,354 182,798 80,260
Amount 6,973,989 618,654 551,266
Number of farm returns 77,413 19,878 10,897
Net capital gain
(less loss) in AGI:
Number 1,093,916 242,022 102,248
Amount 12,497,887 470,654 238,723
Taxable Individual
Retirement
Arrangements
distributions:
Number 374,076 92,473 55,633
Amount 3,851,846 363,108 306,385
Pensions and annuities in
AGI: Number 979,542 314,663 161,139
Amount 12,673,048 2,259,357 1,853,039
Social Security benefits
in AGI: Number 378,024 8,522 71,999
Amount 2,722,555 22,976 129,663
Total statutory
adjustments: Number 835,145 205,604 119,634
Amount 1,828,888 187,596 158,552
Self-employment
retirement
plans:[6] Number 42,191 1,416 1,729
Amount 364,969 3,242 4,807
Total itemized
deductions:[7]
Number 1,758,462 96,646 164,896
Amount 26,722,012 1,191,581 1,398,610
Medical and dental
expense: Number 154,370 43,626 29,913
Amount 1,176,736 414,203 189,667
Taxes paid: Number 1,754,969 92,131 164,577
Amount 10,989,060 217,680 368,634
Interest paid: Number 1,515,868 66,746 131,035
Amount 10,165,191 431,511 617,412
Contributions: Number 1,461,195 60,483 115,235
Amount 3,909,841 79,042 143,081
Taxable income: Number 4,584,375 1,256,364 860,119
Amount 152,417,698 6,245,860 12,365,214
Total tax credits:[8]
Number 1,430,299 191,051 242,249
Amount 1,241,292 77,291 167,821
Child care credit: Number 172,557 14,893 25,032
Amount 69,938 4,701 9,990
Earned income credit:[9]
Number 673,191 515,984 154,432
Amount 1,053,873 911,818 141,887
Excess earned income
credit
(refundable):[10]
Number 556,703 470,686 85,362
Amount 911,618 827,826 83,752
Income tax:[11] Number 4,416,931 1,157,321 809,685
Amount 30,170,868 859,427 1,683,904
Total tax liability:[12]
Number 4,543,862 1,264,680 823,188
Amount 31,439,519 1,022,667 1,796,313
Tax due at time of
filing:[13] Number 1,132,717 316,428 153,037
Amount 3,290,130 147,776 128,378
Overpayments:[14] Number 4,145,623 1,739,701 698,077
Amount 6,492,772 1,785,276 861,774
OKLAHOMA
Number of returns 1,444,575 661,472 220,442
Number of joint returns 648,896 131,338 92,857
Number with paid
preparer's
signature 859,704 370,289 131,200
Number of exemptions[3] 2,990,672 1,036,861 467,054
Adjusted gross income
(AGI)[4] 51,125,767 5,343,111 5,433,154
Salaries and wages in
AGI:[5] Number 1,219,396 532,378 189,671
Amount 37,075,832 5,006,197 4,379,073
Taxable interest: Number 676,655 194,156 90,091
Amount 1,691,351 312,384 160,946
Tax-exempt interest:[6]
Number 38,837 5,198 2,983
Amount 394,580 23,213 14,521
Dividends: Number 267,210 62,143 27,364
Amount 855,991 76,367 42,245
Business or profession
net income
(less loss):
Number 237,707 88,127 31,813
Amount 1,859,878 210,694 178,440
Number of farm returns 81,273 27,579 11,510
Net capital gain
(less loss) in AGI:
Number 242,356 58,896 24,946
Amount 2,977,101 198,058 58,963
Taxable Individual
Retirement
Arrangements
distributions:
Number 85,069 19,866 12,190
Amount 916,464 89,052 70,423
Pensions and annuities in
AGI: Number 250,963 75,399 41,356
Amount 3,471,023 577,567 497,721
Social Security benefits
in AGI: Number 104,363 2,204 18,717
Amount 782,299 7,734 31,246
Total statutory
adjustments: Number 271,113 89,154 39,415
Amount 476,864 73,220 48,488
Self-employment
retirement
plans:[6] Number 7,957 339 377
Amount 63,462 782 980
Total itemized
deductions:[7]
Number 399,436 33,243 37,551
Amount 6,103,019 423,011 374,567
Medical and dental
expense: Number 92,630 24,494 17,016
Amount 543,474 208,957 84,441
Taxes paid: Number 409,716 34,012 39,445
Amount 2,073,788 51,217 68,008
Interest paid: Number 329,205 20,597 28,383
Amount 1,959,328 101,213 123,157
Contributions: Number 355,139 24,714 31,572
Amount 1,276,842 48,141 67,545
Taxable income: Number 1,112,630 335,971 215,523
Amount 33,796,645 1,571,761 2,693,249
Total tax credits:[8]
Number 384,307 63,109 78,516
Amount 325,852 23,377 53,677
Child care credit: Number 61,676 5,613 9,952
Amount 23,227 1,733 3,574
Earned income credit:[9]
Number 274,500 214,556 58,893
Amount 456,402 400,593 55,745
Excess earned income
credit
(refundable):[10]
Number 231,513 195,922 35,341
Amount 394,046 358,569 35,463
Income tax:[11] Number 1,047,092 299,150 192,490
Amount 6,481,230 213,483 349,011
Total tax liability:[12]
Number 1,114,765 358,204 199,054
Amount 6,865,101 289,762 388,971
Tax due at time of
filing:[13] Number 309,728 91,618 42,720
Amount 927,100 49,709 42,263
Overpayments:[14] Number 1,061,285 526,514 172,011
Amount 1,637,909 645,501 235,382
OREGON
Number of returns 1,533,824 610,211 223,748
Number of joint returns 655,409 96,572 72,943
Number with paid
preparer's
signature 771,729 264,405 105,520
Number of exemptions[3] 3,057,674 863,325 428,905
Adjusted gross income
(AGI)[4] 65,053,109 5,068,727 5,538,696
Salaries and wages in
AGI:[5] Number 1,270,671 470,439 189,385
Amount 44,216,886 4,374,292 4,321,231
Taxable interest: Number 868,024 226,874 105,511
Amount 2,184,138 333,447 178,584
Tax-exempt interest:[6]
Number 69,072 9,762 5,503
Amount 525,012 34,430 25,989
Dividends: Number 407,541 97,457 39,003
Amount 1,438,631 141,597 76,656
Business or profession
net income
(less loss):
Number 235,736 72,869 29,454
Amount 2,599,512 170,484 216,815
Number of farm returns 38,134 9,693 4,085
Net capital gain
(less loss) in AGI:
Number 366,780 87,135 34,320
Amount 5,656,744 248,145 102,312
Taxable Individual
Retirement
Arrangements
distributions:
Number 116,568 27,864 15,804
Amount 1,170,317 117,443 91,170
Pensions and annuities in
AGI: Number 262,664 79,320 38,754
Amount 3,920,692 569,771 444,597
Social Security benefits
in AGI: Number 126,259 2,823 21,556
Amount 989,916 7,089 38,034
Total statutory
adjustments: Number 306,210 81,100 43,544
Amount 785,331 87,812 70,152
Self-employment
retirement
plans:[6] Number 19,472 969 1,061
Amount 163,538 2,218 3,148
Total itemized
deductions:[7]
Number 602,411 56,567 53,553
Amount 10,854,347 678,098 638,151
Medical and dental
expense: Number 111,769 38,034 20,403
Amount 624,035 209,171 136,128
Taxes paid: Number 600,052 54,110 53,438
Amount 4,389,170 128,081 146,630
Interest paid: Number 511,742 39,238 43,348
Amount 4,230,311 265,651 265,128
Contributions: Number 498,647 36,953 39,908
Amount 1,425,769 52,675 62,036
Taxable income: Number 1,248,873 335,810 216,144
Amount 43,451,375 1,633,097 2,855,192
Total tax credits:[8]
Number 397,766 55,177 64,278
Amount 351,338 21,424 43,952
Child care credit: Number 66,461 6,355 10,262
Amount 25,542 2,075 4,116
Earned income credit:[9]
Number 194,030 147,455 45,603
Amount 297,045 254,352 42,634
Excess earned income
credit
(refundable):[10]
Number 158,243 130,352 27,573
Amount 251,828 224,607 27,201
Income tax:[11] Number 1,191,564 305,758 197,549
Amount 8,668,490 223,041 381,762
Total tax liability:[12]
Number 1,247,290 351,364 204,191
Amount 9,160,262 290,474 427,148
Tax due at time of
filing:[13] Number 405,094 111,868 55,011
Amount 1,437,961 57,660 52,959
Overpayments:[14] Number 1,030,628 442,409 161,249
Amount 1,545,917 443,565 186,814
PENNSYLVANIA
Number of returns 5,724,621 2,321,689 814,559
Number of joint returns 2,337,029 322,400 237,464
Number with paid
preparer's
signature 2,882,510 1,064,244 395,980
Number of exemptions[3] 11,090,920 3,073,377 1,465,266
Adjusted gross income
(AGI)[4] 246,544,804 18,903,028 20,154,191
Salaries and wages in
AGI:[5] Number 4,763,730 1,749,052 693,249
Amount 175,738,121 15,090,881 15,714,260
Taxable interest: Number 3,425,361 972,134 420,115
Amount 7,504,506 1,315,839 678,525
Tax-exempt interest:[6]
Number 231,852 31,821 16,689
Amount 2,346,709 105,394 66,678
Dividends: Number 1,667,363 423,607 159,153
Amount 6,597,366 602,124 322,829
Business or profession
net income
(less loss):
Number 672,946 195,016 78,559
Amount 9,033,070 517,026 639,945
Number of farm returns 43,760 14,611 6,086
Net capital gain
(less loss) in AGI:
Number 1,319,693 324,259 116,986
Amount 18,482,662 595,127 283,524
Taxable Individual
Retirement
Arrangements
distributions:
Number 449,803 125,352 64,503
Amount 4,308,060 475,630 354,179
Pensions and annuities in
AGI: Number 1,115,298 390,920 165,344
Amount 13,746,472 2,649,736 1,800,013
Social Security benefits
in AGI: Number 453,364 11,115 86,443
Amount 3,574,366 33,620 151,249
Total statutory
adjustments: Number 986,940 245,180 143,403
Amount 2,397,216 257,169 213,346
Self-employment
retirement
plans:[6] Number 54,971 1,818 2,081
Amount 482,728 4,347 5,747
Total itemized
deductions:[7]
Number 1,702,517 101,319 124,570
Amount 27,509,314 1,263,613 1,291,371
Medical and dental
expense: Number 207,829 59,207 37,981
Amount 1,526,474 490,233 225,621
Taxes paid: Number 1,702,664 97,528 124,548
Amount 10,495,489 254,037 336,105
Interest paid: Number 1,445,559 62,136 95,637
Amount 10,272,858 359,452 478,692
Contributions: Number 1,533,353 71,013 101,546
Amount 4,531,826 94,524 148,354
Taxable income: Number 4,672,325 1,289,348 800,538
Amount 175,289,311 6,140,643 11,039,025
Total tax credits:[8]
Number 1,456,517 185,782 220,036
Amount 1,317,334 74,561 158,698
Child care credit: Number 196,677 16,007 28,230
Amount 84,517 5,794 12,675
Earned income credit:[9]
Number 680,246 518,936 158,377
Amount 1,042,454 896,193 146,082
Excess earned income
credit
(refundable):[10]
Number 558,740 466,938 91,013
Amount 901,734 811,455 90,233
Income tax:[11] Number 4,490,995 1,187,073 742,672
Amount 36,285,083 847,641 1,489,561
Total tax liability:[12]
Number 4,627,309 1,300,103 758,920
Amount 37,828,805 1,030,314 1,614,620
Tax due at time of
filing:[13] Number 1,205,643 354,286 138,620
Amount 4,427,560 164,475 125,297
Overpayments:[14] Number 4,200,862 1,787,142 653,303
Amount 6,703,441 1,809,675 846,896
RHODE ISLAND
Number of returns 481,564 192,752 69,656
Number of joint returns 181,744 20,851 16,788
Number with paid
preparer's
signature 267,925 95,762 37,019
Number of exemptions[3] 902,359 245,926 117,155
Adjusted gross income
(AGI)[4] 20,682,012 1,571,391 1,724,186
Salaries and wages in
AGI:[5] Number 413,471 154,403 60,792
Amount 14,803,500 1,390,185 1,388,953
Taxable interest: Number 275,924 68,804 33,791
Amount 599,168 94,385 51,914
Tax-exempt interest:[6]
Number 17,005 2,082 976
Amount 170,843 8,601 4,354
Dividends: Number 122,988 27,061 11,265
Amount 436,912 35,554 19,596
Business or profession
net income
(less loss):
Number 59,510 17,035 6,669
Amount 734,017 19,741 59,185
Number of farm returns 584 150 54
Net capital gain
(less loss) in AGI:
Number 104,820 21,934 9,016
Amount 1,522,537 38,895 21,681
Taxable Individual
Retirement
Arrangements
distributions:
Number 36,595 9,676 5,030
Amount 312,178 36,757 26,583
Pensions and annuities in
AGI: Number 80,248 24,044 11,762
Amount 1,155,937 165,361 130,251
Social Security benefits
in AGI: Number 37,691 789 6,483
Amount 292,877 1,983 10,916
Total statutory
adjustments: Number 87,824 21,391 12,258
Amount 206,429 21,580 17,359
Self-employment
retirement
plans:[6] Number 5,072 215 203
Amount 42,541 480 582
Total itemized
deductions:[7]
Number 168,415 10,658 12,752
Amount 2,981,791 215,877 138,873
Medical and dental
expense: Number 18,810 5,451 3,538
Amount 212,901 127,890 22,334
Taxes paid: Number 168,164 10,330 12,732
Amount 1,332,171 32,683 42,890
Interest paid: Number 144,896 7,370 10,506
Amount 1,032,809 42,753 55,687
Contributions: Number 155,292 7,691 10,829
Amount 330,810 6,968 10,399
Taxable income: Number 399,646 112,555 68,490
Amount 14,409,096 559,808 967,577
Total tax credits:[8]
Number 126,230 18,340 18,701
Amount 107,989 7,558 12,809
Child care credit: Number 17,297 1,077 2,077
Amount 6,898 302 776
Earned income credit:[9]
Number 58,233 46,092 11,939
Amount 86,968 76,191 10,764
Excess earned income
credit
(refundable):[10]
Number 47,717 41,149 6,514
Amount 75,247 69,015 6,230
Income tax:[11] Number 384,622 103,166 64,424
Amount 2,895,129 76,552 131,716
Total tax liability:[12]
Number 395,897 112,668 65,625
Amount 3,020,656 93,001 142,225
Tax due at time of
filing:[13] Number 98,189 27,469 11,205
Amount 341,890 14,844 11,430
Overpayments:[14] Number 361,054 153,986 56,861
Amount 571,251 156,022 70,078
SOUTH CAROLINA
Number of returns 1,775,986 796,642 286,967
Number of joint returns 672,792 101,506 78,884
Number with paid
preparer's
signature 1,112,556 480,274 180,956
Number of exemptions[3] 3,540,813 1,222,797 556,889
Adjusted gross income
(AGI)[4] 66,164,663 7,468,459 7,054,929
Salaries and wages in
AGI:[5] Number 1,568,652 683,703 259,557
Amount 48,322,202 6,630,562 5,991,040
Taxable interest: Number 758,552 181,562 98,610
Amount 1,604,924 227,841 133,115
Tax-exempt interest:[6]
Number 45,857 4,861 3,052
Amount 434,422 20,689 13,051
Dividends: Number 336,126 70,070 32,428
Amount 1,279,737 96,790 55,502
Business or profession
net income
(less loss):
Number 219,199 73,004 28,025
Amount 2,129,460 203,191 172,857
Number of farm returns 22,113 5,146 2,431
Net capital gain
(less loss) in AGI:
Number 275,198 56,770 24,738
Amount 4,190,414 120,281 61,377
Taxable Individual
Retirement
Arrangements
distributions:
Number 92,292 20,001 12,589
Amount 1,021,367 87,798 72,014
Pensions and annuities in
AGI: Number 303,926 81,281 47,416
Amount 4,294,828 563,207 511,088
Social Security benefits
in AGI: Number 121,217 2,477 19,730
Amount 956,165 7,556 33,818
Total statutory
adjustments: Number 269,897 74,959 38,215
Amount 571,100 67,612 50,711
Self-employment
retirement
plans:[6] Number 10,136 363 403
Amount 90,743 772 1,203
Total itemized
deductions:[7]
Number 526,085 38,110 51,575
Amount 8,698,492 566,535 519,449
Medical and dental
expense: Number 96,771 22,287 19,017
Amount 604,742 249,654 83,250
Taxes paid: Number 525,053 36,926 51,385
Amount 2,892,572 79,380 93,947
Interest paid: Number 456,183 27,050 42,044
Amount 3,249,935 162,021 213,520
Contributions: Number 469,057 28,228 43,111
Amount 1,710,092 50,247 86,710
Taxable income: Number 1,399,420 426,834 282,114
Amount 43,401,317 2,036,076 3,681,975
Total tax credits:[8]
Number 491,007 101,421 100,444
Amount 393,328 39,877 70,887
Child care credit: Number 96,845 11,482 16,973
Amount 41,731 4,209 7,490
Earned income credit:[9]
Number 372,035 292,972 78,008
Amount 635,795 563,019 72,709
Excess earned income
credit
(refundable):[10]
Number 318,025 273,820 43,977
Amount 564,454 520,728 43,712
Income tax:[11] Number 1,309,757 365,934 258,818
Amount 8,415,412 266,516 480,427
Total tax liability:[12]
Number 1,366,815 415,354 264,321
Amount 8,837,273 332,002 519,889
Tax due at time of
filing:[13] Number 355,069 91,587 49,336
Amount 1,251,590 49,043 45,120
Overpayments:[14] Number 1,355,386 671,967 232,682
Amount 2,174,847 915,896 318,554
SOUTH DAKOTA
Number of returns 350,533 160,124 54,233
Number of joint returns 151,664 25,235 19,646
Number with paid
preparer's
signature 205,770 84,894 31,710
Number of exemptions[3] 696,596 210,873 106,235
Adjusted gross income
(AGI)[4] 12,631,204 1,173,714 1,335,373
Salaries and wages in
AGI:[5] Number 294,145 128,551 46,629
Amount 8,192,488 1,127,380 1,034,325
Taxable interest: Number 190,952 64,028 26,647
Amount 525,300 92,182 54,491
Tax-exempt interest:[6]
Number 14,048 2,225 1,427
Amount 109,743 6,661 5,494
Dividends: Number 89,987 24,893 10,372
Amount 240,148 24,484 13,948
Business or profession
net income
(less loss):
Number 54,936 16,831 7,931
Amount 412,363 49,969 43,926
Number of farm returns 35,172 13,486 5,545
Net capital gain
(less loss) in AGI:
Number 91,758 26,807 11,024
Amount 1,308,133 68,285 36,622
Taxable Individual
Retirement
Arrangements
distributions:
Number 25,515 6,581 4,059
Amount 193,533 23,006 18,604
Pensions and annuities in
AGI: Number 52,219 15,743 8,896
Amount 602,309 93,429 85,486
Social Security benefits
in AGI: Number 27,152 552 5,028
Amount 196,247 1,501 8,387
Total statutory
adjustments: Number 90,682 25,698 14,779
Amount 186,209 24,930 20,856
Self-employment
retirement
plans:[6] Number 3,597 117 155
Amount 27,844 211 402
Total itemized
deductions:[7]
Number 52,677 5,180 4,978
Amount 767,009 66,468 54,168
Medical and dental
expense: Number 13,454 4,120 2,535
Amount 112,195 40,105 20,478
Taxes paid: Number 47,833 3,516 4,101
Amount 125,612 5,895 6,432
Interest paid: Number 42,270 2,268 3,201
Amount 317,445 11,968 15,565
Contributions: Number 44,904 3,270 3,719
Amount 178,309 5,316 6,978
Taxable income: Number 278,520 89,476 53,133
Amount 8,945,780 420,229 708,882
Total tax credits:[8]
Number 97,433 14,749 16,892
Amount 93,848 6,223 12,189
Child care credit: Number 23,243 1,787 3,175
Amount 9,090 612 1,120
Earned income credit:[9]
Number 47,174 35,790 11,183
Amount 72,142 61,531 10,599
Excess earned income
credit
(refundable):[10]
Number 38,283 31,740 6,496
Amount 60,727 54,434 6,291
Income tax:[11] Number 262,926 81,057 47,851
Amount 1,748,897 56,609 92,951
Total tax liability:[12]
Number 279,192 94,070 50,234
Amount 1,883,004 74,565 106,592
Tax due at time of
filing:[13] Number 93,343 28,389 12,628
Amount 378,870 15,555 15,131
Overpayments:[14] Number 237,359 120,286 39,926
Amount 330,552 118,521 51,319
TENNESSEE
Number of returns 2,536,680 1,098,370 406,504
Number of joint returns 1,054,481 179,149 131,201
Number with paid
preparer's
signature 1,409,189 591,755 224,036
Number of exemptions[3] 5,048,587 1,649,331 789,741
Adjusted gross income
(AGI)[4] 99,016,531 9,627,578 10,027,399
Salaries and wages in
AGI:[5] Number 2,211,505 906,367 367,137
Amount 73,495,032 8,607,595 8,522,748
Taxable interest: Number 1,129,376 288,946 144,825
Amount 2,861,136 462,547 238,991
Tax-exempt interest:[6]
Number 54,476 6,313 3,453
Amount 596,579 25,629 16,922
Dividends: Number 448,558 97,840 41,070
Amount 1,677,611 121,876 64,598
Business or profession
net income
(less loss):
Number 375,279 135,994 47,692
Amount 4,538,008 418,713 313,029
Number of farm returns 84,622 25,476 11,388
Net capital gain
(less loss) in AGI:
Number 386,350 85,104 33,717
Amount 6,975,994 251,539 90,482
Taxable Individual
Retirement
Arrangements
distributions:
Number 128,351 29,347 17,839
Amount 1,303,791 124,046 100,393
Pensions and annuities in
AGI: Number 390,185 116,466 61,698
Amount 5,047,535 803,494 642,826
Social Security benefits
in AGI: Number 154,472 3,345 26,921
Amount 1,171,425 9,936 44,545
Total statutory
adjustments: Number 433,673 134,876 59,733
Amount 1,000,233 122,875 78,317
Self-employment
retirement
plans:[6] Number 19,900 616 620
Amount 199,310 1,499 1,884
Total itemized
deductions:[7]
Number 524,346 39,461 47,077
Amount 8,208,047 465,994 503,630
Medical and dental
expense: Number 84,282 21,896 15,804
Amount 482,715 137,692 80,940
Taxes paid: Number 493,188 32,939 41,416
Amount 996,299 40,822 50,446
Interest paid: Number 461,365 27,798 38,049
Amount 3,995,731 189,693 228,872
Contributions: Number 454,662 26,116 36,553
Amount 2,200,156 51,798 83,016
Taxable income: Number 2,014,602 584,074 400,772
Amount 69,344,667 2,811,466 5,300,418
Total tax credits:[8]
Number 671,100 116,195 136,626
Amount 550,748 46,296 97,809
Child care credit: Number 126,689 12,570 22,241
Amount 51,927 4,372 9,413
Earned income credit:[9]
Number 474,954 366,377 106,900
Amount 778,960 679,139 99,719
Excess earned income
credit
(refundable):[10]
Number 394,830 334,181 60,321
Amount 670,251 610,375 59,856
Income tax:[11] Number 1,905,991 514,526 368,121
Amount 14,042,354 377,635 695,571
Total tax liability:[12]
Number 2,004,951 602,259 376,725
Amount 14,877,181 500,029 763,324
Tax due at time of
filing:[13] Number 502,911 140,391 62,690
Amount 1,923,678 80,499 66,328
Overpayments:[14] Number 1,933,486 902,125 336,765
Amount 3,186,902 1,176,639 491,565
TEXAS
Number of returns 8,837,214 3,875,130 1,312,713
Number of joint returns 3,537,350 638,057 427,609
Number with paid
preparer's
signature 4,476,852 1,935,124 664,282
Number of exemptions[3] 18,666,462 6,384,312 2,817,864
Adjusted gross income
(AGI)[4] 380,232,946 32,041,101 32,367,745
Salaries and wages in
AGI:[5] Number 7,680,368 3,210,081 1,177,866
Amount 278,826,963 30,593,854 27,578,286
Taxable interest: Number 3,687,875 879,181 409,893
Amount 10,702,967 1,382,997 656,414
Tax-exempt interest:[6]
Number 249,608 27,996 14,581
Amount 3,310,573 171,436 84,447
Dividends: Number 1,707,739 341,559 133,231
Amount 7,160,238 507,599 241,437
Business or profession
net income
(less loss):
Number 1,372,451 515,492 154,295
Amount 15,913,629 1,723,138 1,091,023
Number of farm returns 234,957 60,694 25,045
Net capital gain
(less loss) in AGI:
Number 1,536,409 309,481 115,600
Amount 32,501,900 754,863 291,296
Taxable Individual
Retirement
Arrangements
distributions:
Number 457,895 89,344 55,896
Amount 5,785,906 423,706 342,862
Pensions and annuities in
AGI: Number 1,234,862 314,755 177,137
Amount 17,739,581 2,236,827 1,959,281
Social Security benefits
in AGI: Number 500,782 11,061 77,279
Amount 4,016,804 32,530 137,079
Total statutory
adjustments: Number 1,525,443 501,464 191,009
Amount 3,305,418 389,651 240,795
Self-employment
retirement
plans:[6] Number 71,243 2,370 2,428
Amount 699,588 6,455 7,147
Total itemized
deductions:[7]
Number 1,758,552 113,071 117,618
Amount 29,457,159 1,487,945 1,363,333
Medical and dental
expense: Number 278,262 66,832 43,674
Amount 1,886,215 536,632 264,572
Taxes paid: Number 1,638,055 89,060 98,809
Amount 5,778,782 206,960 192,504
Interest paid: Number 1,527,680 72,531 86,729
Amount 13,166,564 478,238 537,159
Contributions: Number 1,489,385 68,067 87,190
Amount 7,129,849 126,036 193,752
Taxable income: Number 6,846,828 1,918,747 1,285,850
Amount 276,583,224 8,955,694 16,503,558
Total tax credits:[8]
Number 2,504,085 459,412 520,117
Amount 2,236,652 177,290 372,978
Child care credit: Number 414,474 35,472 68,326
Amount 184,872 12,944 30,491
Earned income credit:[9]
Number 1,867,016 1,454,957 405,078
Amount 3,347,028 2,947,975 398,626
Excess earned income
credit
(refundable):[10]
Number 1,599,334 1,350,042 247,400
Amount 2,899,815 2,643,179 256,522
Income tax:[11] Number 6,384,266 1,638,720 1,135,314
Amount 59,560,064 1,172,285 2,096,611
Total tax liability:[12]
Number 6,786,907 1,996,307 1,170,170
Amount 62,368,990 1,655,591 2,318,167
Tax due at time of
filing:[13] Number 1,872,914 474,121 216,631
Amount 8,115,978 276,619 228,035
Overpayments:[14] Number 6,568,564 3,189,494 1,069,721
Amount 11,451,520 4,552,493 1,615,833
UTAH
Number of returns 919,417 379,767 128,261
Number of joint returns 427,758 55,839 51,131
Number with paid
preparer's
signature 439,745 152,030 62,362
Number of exemptions[3] 2,075,846 496,669 276,902
Adjusted gross income
(AGI)[4] 37,557,772 3,071,131 3,170,119
Salaries and wages in
AGI:[5] Number 811,144 322,617 112,861
Amount 27,423,232 2,913,992 2,613,963
Taxable interest: Number 521,846 140,280 62,251
Amount 995,005 131,548 69,204
Tax-exempt interest:[6]
Number 20,660 3,104 1,443
Amount 175,760 10,773 5,211
Dividends: Number 183,039 40,444 16,892
Amount 622,185 48,742 26,916
Business or profession
net income
(less loss):
Number 135,645 35,497 16,349
Amount 1,031,622 30,993 75,575
Number of farm returns 14,750 3,691 1,894
Net capital gain
(less loss) in AGI:
Number 167,426 37,354 14,921
Amount 2,865,521 91,509 38,950
Taxable Individual
Retirement
Arrangements
distributions:
Number 50,200 10,025 6,894
Amount 506,681 43,199 37,802
Pensions and annuities in
AGI: Number 134,589 33,909 20,670
Amount 2,085,501 273,173 265,077
Social Security benefits
in AGI: Number 55,961 1,036 9,048
Amount 427,184 3,277 14,817
Total statutory
adjustments: Number 157,352 36,167 20,876
Amount 302,859 32,499 25,144
Self-employment
retirement
plans:[6] Number 5,038 199 185
Amount 44,151 550 538
Total itemized
deductions:[7]
Number 356,901 24,185 31,050
Amount 6,658,260 334,021 349,792
Medical and dental
expense: Number 52,614 12,918 9,829
Amount 211,923 63,183 36,876
Taxes paid: Number 355,915 23,432 30,883
Amount 1,803,537 41,486 60,216
Interest paid: Number 311,414 17,859 25,670
Amount 2,668,045 176,002 170,472
Contributions: Number 322,350 17,615 25,906
Amount 1,847,815 38,815 63,564
Taxable income: Number 742,655 211,973 122,067
Amount 23,830,324 1,013,543 1,532,038
Total tax credits:[8]
Number 294,774 37,472 46,215
Amount 296,005 16,315 32,339
Child care credit: Number 36,722 2,412 4,598
Amount 13,989 861 1,773
Earned income credit:[9]
Number 107,749 76,241 30,784
Amount 170,015 141,572 28,399
Excess earned income
credit
(refundable):[10]
Number 90,061 69,801 19,963
Amount 145,051 126,007 19,026
Income tax:[11] Number 692,971 191,259 107,322
Amount 4,597,092 136,598 196,895
Total tax liability:[12]
Number 723,983 212,320 112,176
Amount 4,806,634 164,447 214,718
Tax due at time of
filing:[13] Number 200,845 56,789 26,252
Amount 706,849 25,391 22,498
Overpayments:[14] Number 681,530 301,342 99,487
Amount 1,040,649 274,418 126,190
VERMONT
Number of returns 293,581 122,347 44,383
Number of joint returns 121,308 17,163 13,126
Number with paid
preparer's
signature 143,160 51,183 20,724
Number of exemptions[3] 559,465 154,473 78,592
Adjusted gross income
(AGI)[4] 11,520,952 970,791 1,095,314
Salaries and wages in
AGI:[5] Number 248,265 95,443 38,921
Amount 7,906,069 850,327 871,917
Taxable interest: Number 184,334 53,705 24,686
Amount 364,532 63,218 32,398
Tax-exempt interest:[6]
Number 13,843 1,919 1,016
Amount 126,120 14,058 3,509
Dividends: Number 83,076 21,488 8,502
Amount 354,507 31,100 17,254
Business or profession
net income
(less loss):
Number 52,253 16,519 7,024
Amount 574,319 60,299 56,147
Number of farm returns 4,519 1,648 571
Net capital gain
(less loss) in AGI:
Number 71,089 18,149 6,907
Amount 1,071,042 42,352 21,583
Taxable Individual
Retirement
Arrangements
distributions:
Number 20,639 5,264 2,934
Amount 183,761 19,506 14,535
Pensions and annuities in
AGI: Number 43,745 13,594 6,659
Amount 571,121 88,508 70,691
Social Security benefits
in AGI: Number 20,428 495 3,560
Amount 155,315 1,368 6,056
Total statutory
adjustments: Number 72,722 20,218 11,285
Amount 163,825 20,672 17,208
Self-employment
retirement
plans:[6] Number 3,928 189 221
Amount 27,871 448 647
Total itemized
deductions:[7]
Number 87,131 6,493 7,028
Amount 1,355,826 73,816 68,860
Medical and dental
expense: Number 12,621 3,856 2,205
Amount 80,577 25,372 11,968
Taxes paid: Number 87,138 6,308 7,025
Amount 562,449 16,309 18,198
Interest paid: Number 75,149 4,416 5,809
Amount 506,672 24,602 29,450
Contributions: Number 71,740 3,884 4,836
Amount 180,672 4,006 5,359
Taxable income: Number 241,331 71,106 43,685
Amount 7,996,053 358,820 608,975
Total tax credits:[8]
Number 77,407 9,430 11,879
Amount 74,558 3,742 8,444
Child care credit: Number 13,706 818 1,666
Amount 5,683 249 600
Earned income credit:[9]
Number 34,207 25,722 8,311
Amount 48,209 40,660 7,539
Excess earned income
credit
(refundable):[10]
Number 26,044 21,604 4,405
Amount 38,530 34,318 4,210
Income tax:[11] Number 232,332 66,340 40,489
Amount 1,524,109 49,974 82,254
Total tax liability:[12]
Number 242,978 75,230 41,787
Amount 1,624,288 65,425 92,834
Tax due at time of
filing:[13] Number 70,344 21,752 8,759
Amount 231,413 11,841 9,149
Overpayments:[14] Number 205,553 91,172 34,313
Amount 290,872 82,848 41,176
VIRGINIA
Number of returns 3,261,947 1,207,092 459,302
Number of joint returns 1,328,692 146,952 125,614
Number with paid
preparer's
signature 1,546,764 547,325 217,132
Number of exemptions[3] 6,422,007 1,669,888 840,596
Adjusted gross income
(AGI)[4] 159,154,671 10,615,366 11,360,182
Salaries and wages in
AGI:[5] Number 2,840,857 990,727 409,086
Amount 117,214,657 9,437,404 9,507,076
Taxable interest: Number 1,728,633 367,014 183,786
Amount 3,920,322 464,144 256,371
Tax-exempt interest:[6]
Number 131,030 10,919 6,092
Amount 1,170,596 36,019 24,027
Dividends: Number 912,427 167,827 68,190
Amount 3,510,892 207,259 112,347
Business or profession
net income
(less loss):
Number 397,391 110,070 43,953
Amount 4,530,704 359,694 304,082
Number of farm returns 43,436 11,708 5,343
Net capital gain
(less loss) in AGI:
Number 765,821 139,174 52,484
Amount 11,391,822 330,262 129,054
Taxable Individual
Retirement
Arrangements
distributions:
Number 203,933 33,866 22,218
Amount 1,993,683 132,699 111,974
Pensions and annuities in
AGI: Number 578,778 127,973 73,530
Amount 10,346,130 958,514 878,264
Social Security benefits
in AGI: Number 235,851 4,300 33,540
Amount 1,883,208 13,500 58,762
Total statutory
adjustments: Number 559,953 129,012 72,496
Amount 1,416,396 124,523 99,033
Self-employment
retirement
plans:[6] Number 32,352 802 896
Amount 308,117 2,140 2,571
Total itemized
deductions:[7]
Number 1,210,538 68,456 91,059
Amount 22,400,470 977,191 963,800
Medical and dental
expense: Number 172,067 37,374 30,563
Amount 1,115,882 357,163 144,741
Taxes paid: Number 1,207,975 65,737 90,670
Amount 7,814,971 122,116 182,208
Interest paid: Number 1,059,202 47,099 71,915
Amount 9,721,016 363,939 426,898
Contributions: Number 1,077,016 48,086 73,675
Amount 3,468,143 67,165 115,310
Taxable income: Number 2,736,970 695,852 449,932
Amount 112,715,974 3,404,762 6,093,399
Total tax credits:[8]
Number 901,850 130,648 143,487
Amount 761,299 51,521 101,105
Child care credit: Number 173,966 14,979 25,000
Amount 77,547 5,425 11,022
Earned income credit:[9]
Number 430,833 332,827 96,490
Amount 691,596 603,556 87,948
Excess earned income
credit
(refundable):[10]
Number 358,789 303,359 55,067
Amount 601,908 548,869 53,017
Income tax:[11] Number 2,619,352 624,349 415,335
Amount 24,144,454 458,886 809,839
Total tax liability:[12]
Number 2,702,983 694,827 424,295
Amount 25,043,984 563,741 873,314
Tax due at time of
filing:[13] Number 771,727 185,301 81,903
Amount 2,836,186 95,036 74,285
Overpayments:[14] Number 2,361,898 961,057 369,013
Amount 3,920,017 1,097,011 475,265
WASHINGTON
Number of returns 2,713,142 972,274 378,441
Number of joint returns 1,142,775 130,972 108,481
Number with paid
preparer's
signature 1,244,237 393,977 165,329
Number of exemptions[3] 5,404,062 1,313,386 693,857
Adjusted gross income
(AGI)[4] 143,076,231 7,735,997 9,391,445
Salaries and wages in
AGI:[5] Number 2,293,266 767,416 322,389
Amount 99,048,125 7,151,995 7,435,932
Taxable interest: Number 1,541,127 353,486 170,847
Amount 4,007,660 504,672 272,143
Tax-exempt interest:[6]
Number 115,301 13,925 8,399
Amount 1,207,062 54,248 42,282
Dividends: Number 749,335 153,424 64,078
Amount 2,954,214 224,597 120,917
Business or profession
net income
(less loss):
Number 365,336 96,421 40,804
Amount 4,876,247 209,250 312,921
Number of farm returns 30,374 8,040 3,155
Net capital gain
(less loss) in AGI:
Number 681,638 135,414 55,876
Amount 16,422,063 393,918 153,207
Taxable Individual
Retirement
Arrangements
distributions:
Number 200,432 35,887 24,126
Amount 2,344,241 155,655 134,220
Pensions and annuities in
AGI: Number 457,746 112,800 63,744
Amount 7,227,766 898,009 797,798
Social Security benefits
in AGI: Number 219,305 4,830 35,329
Amount 1,804,360 13,610 64,854
Total statutory
adjustments: Number 477,839 105,663 62,823
Amount 1,265,977 113,390 96,692
Self-employment
retirement
plans:[6] Number 31,341 1,230 1,362
Amount 269,426 2,761 3,954
Total itemized
deductions:[7]
Number 897,878 61,994 64,871
Amount 15,171,392 886,459 750,964
Medical and dental
expense: Number 126,615 35,724 21,678
Amount 848,391 288,088 127,685
Taxes paid: Number 877,069 55,323 61,547
Amount 2,860,994 121,356 124,858
Interest paid: Number 821,178 46,556 54,721
Amount 8,389,611 385,366 383,793
Contributions: Number 762,181 38,248 48,658
Amount 2,778,177 54,109 74,609
Taxable income: Number 2,280,491 554,256 368,024
Amount 107,668,131 2,753,048 5,077,286
Total tax credits:[8]
Number 742,862 89,381 109,256
Amount 695,505 35,674 75,242
Child care credit: Number 114,920 6,963 15,090
Amount 48,817 2,345 6,220
Earned income credit:[9]
Number 303,384 229,973 71,939
Amount 456,180 390,204 65,885
Excess earned income
credit
(refundable):[10]
Number 248,049 206,006 41,636
Amount 390,128 349,715 40,389
Income tax:[11] Number 2,192,751 507,212 339,802
Amount 24,571,318 378,162 682,625
Total tax liability:[12]
Number 2,261,416 562,803 348,231
Amount 25,433,322 468,077 747,850
Tax due at time of
filing:[13] Number 672,847 158,156 75,083
Amount 3,785,608 80,962 71,844
Overpayments:[14] Number 1,889,894 740,199 292,051
Amount 3,126,409 784,386 363,441
WEST VIRGINIA
Number of returns 745,092 350,880 108,852
Number of joint returns 355,987 82,037 53,369
Number with paid
preparer's
signature 368,098 161,099 54,332
Number of exemptions[3] 1,499,852 537,295 225,873
Adjusted gross income
(AGI)[4] 24,457,453 3,174,152 2,684,257
Salaries and wages in
AGI:[5] Number 630,474 279,197 93,355
Amount 18,190,852 2,492,125 2,111,557
Taxable interest: Number 375,172 117,120 51,077
Amount 797,487 179,419 93,746
Tax-exempt interest:[6]
Number 16,284 2,370 1,298
Amount 153,459 7,065 4,828
Dividends: Number 132,984 34,110 14,405
Amount 452,241 45,297 27,246
Business or profession
net income
(less loss):
Number 92,568 35,517 11,987
Amount 969,250 96,897 71,633
Number of farm returns 13,962 4,530 2,070
Net capital gain
(less loss) in AGI:
Number 101,282 25,710 10,420
Amount 972,898 50,609 28,371
Taxable Individual
Retirement
Arrangements
distributions:
Number 40,029 11,124 6,483
Amount 344,037 40,528 33,817
Pensions and annuities in
AGI: Number 144,319 55,937 23,740
Amount 1,737,896 420,920 276,542
Social Security benefits
in AGI: Number 50,588 1,175 10,480
Amount 359,983 3,353 16,707
Total statutory
adjustments: Number 115,360 38,256 16,472
Amount 231,063 30,431 20,499
Self-employment
retirement
plans:[6] Number 4,097 119 126
Amount 44,139 291 350
Total itemized
deductions:[7]
Number 122,711 7,345 8,386
Amount 1,804,201 89,474 87,261
Medical and dental
expense: Number 15,222 4,183 2,742
Amount 108,281 34,552 18,149
Taxes paid: Number 122,329 6,897 8,301
Amount 632,433 11,456 13,016
Interest paid: Number 102,681 4,662 6,340
Amount 668,242 29,253 33,371
Contributions: Number 98,547 4,108 5,645
Amount 305,677 7,200 10,915
Taxable income: Number 572,123 179,856 107,339
Amount 15,951,761 825,918 1,358,252
Total tax credits:[8]
Number 176,476 24,844 34,078
Amount 140,654 8,809 22,541
Child care credit: Number 15,859 1,130 1,935
Amount 5,454 316 623
Earned income credit:[9]
Number 134,908 107,082 27,322
Amount 210,926 185,613 25,281
Excess earned income
credit
(refundable):[10]
Number 113,493 97,101 16,286
Amount 185,250 169,012 16,231
Income tax:[11] Number 546,381 165,264 97,848
Amount 2,925,982 115,388 180,386
Total tax liability:[12]
Number 572,860 188,967 100,073
Amount 3,098,445 144,791 195,862
Tax due at time of
filing:[13] Number 126,323 41,036 16,931
Amount 311,381 19,122 14,363
Overpayments:[14] Number 585,972 290,941 89,374
Amount 877,440 334,853 124,444
WISCONSIN
Number of returns 2,560,400 983,234 362,023
Number of joint returns 1,081,233 120,301 94,286
Number with paid
preparer's
signature 1,364,326 462,510 188,016
Number of exemptions[3] 4,996,143 1,195,324 620,717
Adjusted gross income
(AGI)[4] 109,497,163 8,456,988 8,963,005
Salaries and wages in
AGI:[5] Number 2,214,182 782,685 317,479
Amount 79,299,449 6,808,666 7,170,366
Taxable interest: Number 1,658,410 461,409 198,050
Amount 3,298,499 558,010 296,426
Tax-exempt interest:[6]
Number 88,650 10,473 5,841
Amount 616,177 22,720 15,671
Dividends: Number 756,547 188,489 72,033
Amount 2,224,804 206,329 115,480
Business or profession
net income
(less loss):
Number 293,453 75,422 34,236
Amount 3,016,626 183,887 214,726
Number of farm returns 69,397 21,927 9,710
Net capital gain
(less loss) in AGI:
Number 644,642 163,025 60,306
Amount 7,334,185 318,976 167,776
Taxable Individual
Retirement
Arrangements
distributions:
Number 215,960 57,100 30,622
Amount 1,946,516 222,666 168,755
Pensions and annuities in
AGI: Number 423,510 133,070 63,524
Amount 5,337,344 851,353 648,723
Social Security benefits
in AGI: Number 193,632 3,319 35,574
Amount 1,490,564 6,783 56,381
Total statutory
adjustments: Number 435,326 97,726 63,199
Amount 995,841 101,915 91,633
Self-employment
retirement
plans:[6] Number 23,980 855 1,090
Amount 177,280 1,848 3,175
Total itemized
deductions:[7]
Number 917,953 54,327 64,169
Amount 14,513,956 666,596 640,846
Medical and dental
expense: Number 118,861 37,127 22,030
Amount 773,838 296,570 122,076
Taxes paid: Number 917,124 51,765 64,069
Amount 6,803,398 143,616 205,640
Interest paid: Number 766,870 30,210 48,277
Amount 4,766,353 155,871 216,139
Contributions: Number 799,820 38,818 49,395
Amount 1,950,185 50,086 62,749
Taxable income: Number 2,161,454 593,629 355,285
Amount 75,739,178 2,823,246 5,045,898
Total tax credits:[8]
Number 722,287 86,381 94,229
Amount 638,294 34,343 62,470
Child care credit: Number 98,205 6,792 10,626
Amount 37,509 2,290 4,081
Earned income credit:[9]
Number 242,492 180,276 61,081
Amount 364,465 307,962 56,435
Excess earned income
credit
(refundable):[10]
Number 194,322 160,633 33,419
Amount 308,101 275,475 32,611
Income tax:[11] Number 2,086,896 551,543 333,572
Amount 14,857,715 386,521 689,784
Total tax liability:[12]
Number 2,143,307 596,640 341,013
Amount 15,478,573 455,959 742,557
Tax due at time of
filing:[13] Number 604,110 172,876 69,935
Amount 1,950,244 71,541 59,764
Overpayments:[14] Number 1,828,928 738,932 282,197
Amount 2,653,763 652,318 320,563
WYOMING
Number of returns 232,131 101,476 31,072
Number of joint returns 103,580 16,073 12,724
Number with paid
preparer's
signature 129,120 49,845 17,313
Number of exemptions[3] 464,721 135,235 62,497
Adjusted gross income
(AGI)[4] 9,965,395 725,292 768,936
Salaries and wages in
AGI:[5] Number 196,401 82,200 26,598
Amount 6,049,893 712,101 599,068
Taxable interest: Number 129,921 39,554 15,583
Amount 402,159 56,988 25,418
Tax-exempt interest:[6]
Number 9,730 1,450 794
Amount 145,833 7,669 4,786
Dividends: Number 62,485 16,381 6,222
Amount 350,897 24,015 11,945
Business or profession
net income
(less loss):
Number 37,913 11,930 4,969
Amount 365,591 23,873 27,291
Number of farm returns 9,829 3,455 1,290
Net capital gain
(less loss) in AGI:
Number 57,271 15,578 5,768
Amount 1,560,115 50,862 17,920
Taxable Individual
Retirement
Arrangements
distributions:
Number 15,572 3,308 2,107
Amount 177,962 14,720 11,829
Pensions and annuities in
AGI: Number 38,036 10,653 5,718
Amount 523,223 76,014 65,530
Social Security benefits
in AGI: Number 17,356 403 2,869
Amount 135,441 1,294 5,304
Total statutory
adjustments: Number 47,579 13,162 6,840
Amount 100,815 12,217 9,443
Self-employment
retirement
plans:[6] Number 1,898 74 78
Amount 16,307 154 198
Total itemized
deductions:[7]
Number 43,399 3,880 3,723
Amount 827,799 58,148 41,296
Medical and dental
expense: Number 9,903 2,743 1,673
Amount 65,808 24,596 10,812
Taxes paid: Number 41,678 3,229 3,415
Amount 110,456 5,694 3,360
Interest paid: Number 37,143 2,480 2,825
Amount 356,940 20,168 17,203
Contributions: Number 34,642 2,153 2,570
Amount 270,189 3,328 4,728
Taxable income: Number 184,515 54,745 30,386
Amount 7,352,107 252,445 399,045
Total tax credits:[8]
Number 63,608 8,272 9,977
Amount 58,861 2,952 6,677
Child care credit: Number 9,915 792 1,355
Amount 3,529 238 435
Earned income credit:[9]
Number 31,185 24,332 6,716
Amount 47,184 40,927 6,248
Excess earned income
credit
(refundable):[10]
Number 25,556 21,571 3,953
Amount 40,281 36,415 3,865
Income tax:[11] Number 176,151 50,354 27,468
Amount 1,599,164 35,021 52,588
Total tax liability:[12]
Number 184,652 57,450 28,476
Amount 1,673,159 44,887 59,170
Tax due at time of
filing:[13] Number 54,432 15,479 6,477
Amount 221,277 7,824 6,407
Overpayments:[14] Number 163,648 78,567 23,473
Amount 244,891 78,721 31,103
OTHER AREAS[15]
Number of returns 1,350,265 967,087 105,807
Number of joint returns 386,574 181,372 45,991
Number with paid
preparer's
signature 597,550 375,619 51,932
Number of exemptions[3] 2,669,832 1,738,913 233,018
Adjusted gross income
(AGI)[4] 42,739,928 2,492,089 2,594,620
Salaries and wages in
AGI:[5] Number 787,023 448,080 91,664
Amount 44,859,431 8,591,849 2,867,171
Taxable interest: Number 472,277 225,236 48,201
Amount 1,261,896 232,345 72,271
Tax-exempt interest:[6]
Number 30,929 9,661 1,975
Amount 257,423 34,272 13,026
Dividends: Number 248,609 88,567 23,784
Amount 1,358,818 145,119 60,101
Business or profession
net income
(less loss):
Number 51,528 26,939 5,215
Amount 854,122 107,880 65,092
Number of farm returns 2,112 896 143
Net capital gain
(less loss) in AGI:
Number 232,770 85,696 21,597
Amount 6,102,182 322,345 117,450
Taxable Individual
Retirement
Arrangements
distributions:
Number 25,039 6,999 3,165
Amount 310,961 39,824 25,825
Pensions and annuities in
AGI: Number 83,715 34,477 12,216
Amount 1,430,572 318,291 198,837
Social Security benefits
in AGI: Number 19,707 4,053 2,849
Amount 146,487 24,181 12,042
Total statutory
adjustments: Number 127,043 61,583 14,944
Amount 634,824 300,090 37,486
Self-employment
retirement
plans:[6] Number 3,056 324 138
Amount 43,832 1,870 627
Total itemized
deductions:[7]
Number 301,264 163,557 24,639
Amount 2,830,593 561,089 132,920
Medical and dental
expense: Number 9,918 3,662 1,455
Amount 64,776 19,467 8,475
Taxes paid: Number 265,360 138,587 22,454
Amount 1,345,438 356,811 43,751
Interest paid: Number 69,327 7,423 4,930
Amount 855,039 68,860 38,121
Contributions: Number 89,541 19,327 7,348
Amount 507,874 13,630 11,160
Taxable income: Number 670,728 291,131 103,046
Amount 35,829,655 1,577,167 1,382,129
Total tax credits:[8]
Number 234,339 35,316 44,039
Amount 3,001,843 14,661 37,831
Child care credit: Number 21,456 2,304 5,232
Amount 9,975 852 2,156
Earned income credit:[9]
Number 18,386 14,553 3,816
Amount 17,742 15,858 1,884
Excess earned income
credit
(refundable):[10]
Number 16,923 13,646 3,273
Amount 16,695 15,176 1,520
Income tax:[11] Number 625,049 273,779 85,634
Amount 6,697,246 230,689 169,949
Total tax liability:[12]
Number 735,715 382,520 86,984
Amount 7,073,854 499,281 182,094
Tax due at time of
filing:[13] Number 265,520 144,685 20,429
Amount 1,173,051 141,488 21,292
Overpayments:[14] Number 795,062 567,803 76,922
Amount 1,530,733 604,205 135,437
Size of adjusted gross income
$30,000 $50,000 $75,000
under under under
$50,000 $75,000 $100,000
(4) (5) (6)
UNITED STATES[2]
Number of returns 23,356,750 16,585,331 7,840,255
Number of joint returns 10,800,055 12,029,629 6,556,648
Number with paid
preparer's
signature 13,218,897 9,830,983 4,624,299
Number of exemptions[3] 50,813,482 43,505,319 22,249,164
Adjusted gross income
(AGI)[4] 912,629,463 1,013,865,536 673,043,668
Salaries and wages in
AGI:[5] Number 20,934,025 14,992,863 7,114,374
Amount 747,052,329 811,457,976 527,938,631
Taxable interest: Number 13,775,859 12,781,078 6,838,931
Amount 21,409,589 22,820,346 14,934,790
Tax-exempt interest:[6]
Number 667,800 817,992 591,330
Amount 3,859,703 5,117,390 4,154,678
Dividends: Number 5,492,539 6,024,328 3,917,156
Amount 10,888,505 14,243,385 11,503,726
Business or profession
net income
(less loss):
Number 3,259,148 2,792,803 1,451,130
Amount 26,280,346 28,532,327 21,045,533
Number of farm returns 449,803 373,221 163,589
Net capital gain
(less loss) in AGI:
Number 4,529,786 5,003,178 3,333,766
Amount 14,419,151 23,258,559 23,160,650
Taxable Individual
Retirement
Arrangements
distributions:
Number 1,681,466 1,641,262 946,697
Amount 11,849,434 15,884,161 12,602,302
Pensions and annuities in
AGI: Number 4,310,813 3,686,696 1,830,637
Amount 59,502,937 62,964,841 38,177,882
Social Security benefits
in AGI: Number 2,979,415 2,271,694 1,013,018
Amount 16,013,899 24,014,257 12,704,117
Total statutory
adjustments: Number 4,854,316 3,834,895 1,619,696
Amount 8,341,534 8,159,807 5,522,303
Self-employment
retirement
plans:[6] Number 133,554 202,626 180,142
Amount 516,729 983,151 1,136,208
Total itemized
deductions:[7]
Number 8,712,147 10,523,699 6,411,430
Amount 103,474,840 147,726,089 110,253,549
Medical and dental
expense: Number 1,716,412 1,086,347 386,490
Amount 8,347,257 5,910,546 2,684,206
Taxes paid: Number 8,640,923 10,490,973 6,396,021
Amount 26,422,998 45,498,552 37,837,627
Interest paid: Number 7,254,217 9,241,214 5,670,928
Amount 45,643,626 65,811,128 47,055,018
Contributions: Number 7,407,875 9,462,343 5,996,960
Amount 12,849,853 19,246,760 15,155,366
Taxable income: Number 23,224,572 16,555,053 7,831,764
Amount 583,537,043 707,202,978 492,318,644
Total tax credits:[8]
Number 8,613,658 7,441,029 3,956,491
Amount 7,940,351 7,782,683 4,030,382
Child care credit: Number 1,463,148 1,509,065 797,815
Amount 618,999 664,430 364,508
Earned income credit:[9]
Number 74,308 -- --
Amount 4,545 -- --
Excess earned income
credit
(refundable):[10]
Number 20,206 -- --
Amount 1,225 -- --
Income tax:[11] Number 22,725,291 16,514,054 7,829,831
Amount 84,601,961 112,804,161 92,024,464
Total tax liability:[12]
Number 22,894,447 16,535,067 7,833,091
Amount 90,222,135 118,881,553 96,144,833
Tax due at time of
filing:[13] Number 5,346,508 4,552,708 2,919,634
Amount 7,679,121 9,879,507 9,008,836
Overpayments:[14] Number 17,352,377 11,439,688 4,562,938
Amount 28,255,674 25,718,482 12,479,328
ALABAMA
Number of returns 329,130 222,038 94,954
Number of joint returns 187,207 182,593 85,617
Number with paid
preparer's
signature 202,199 138,549 57,294
Number of exemptions[3] 764,849 602,931 275,012
Adjusted gross income
(AGI)[4] 12,820,203 13,545,202 8,125,058
Salaries and wages in
AGI:[5] Number 298,329 202,921 86,750
Amount 10,659,433 11,013,811 6,383,158
Taxable interest: Number 174,564 163,850 81,497
Amount 281,911 299,804 188,079
Tax-exempt interest:[6]
Number 5,654 6,902 5,143
Amount 34,317 45,316 38,058
Dividends: Number 57,566 66,722 42,875
Amount 100,280 136,034 113,988
Business or profession
net income
(less loss):
Number 47,537 36,828 16,947
Amount 283,964 279,398 200,670
Number of farm returns 11,249 10,090 4,629
Net capital gain
(less loss) in AGI:
Number 45,006 51,677 34,289
Amount 143,640 234,015 239,721
Taxable Individual
Retirement
Arrangements
distributions:
Number 19,557 18,477 10,423
Amount 136,215 179,023 136,959
Pensions and annuities in
AGI: Number 67,906 56,200 25,735
Amount 963,477 994,796 573,371
Social Security benefits
in AGI: Number 42,256 30,417 12,543
Amount 209,959 310,894 155,873
Total statutory
adjustments: Number 60,685 47,787 18,865
Amount 91,783 86,101 54,388
Self-employment
retirement
plans:[6] Number 832 1,343 1,282
Amount 2,910 6,125 7,992
Total itemized
deductions:[7]
Number 125,442 137,923 76,300
Amount 1,389,434 1,769,336 1,188,090
Medical and dental
expense: Number 39,049 19,714 5,376
Amount 132,866 76,946 28,038
Taxes paid: Number 125,531 138,223 76,380
Amount 240,788 392,538 300,326
Interest paid: Number 105,504 124,628 69,428
Amount 556,477 760,710 496,106
Contributions: Number 112,320 128,193 72,940
Amount 273,902 376,249 273,285
Taxable income: Number 327,850 221,801 94,882
Amount 8,026,627 9,533,899 6,051,997
Total tax credits:[8]
Number 131,789 102,753 47,622
Amount 118,243 102,973 46,204
Child care credit: Number 25,550 24,476 10,397
Amount 10,128 10,301 4,461
Earned income credit:[9]
Number 1,228 -- --
Amount 74 -- --
Excess earned income
credit
(refundable):[10]
Number 277 -- --
Amount 17 -- --
Income tax:[11] Number 322,701 221,524 94,877
Amount 1,131,077 1,481,907 1,127,653
Total tax liability:[12]
Number 324,398 221,689 94,911
Amount 1,202,401 1,552,360 1,173,529
Tax due at time of
filing:[13] Number 70,092 58,842 37,194
Amount 95,300 119,603 108,739
Overpayments:[14] Number 251,813 156,941 54,086
Amount 413,780 339,577 134,950
ALASKA
Number of returns 54,758 43,651 24,213
Number of joint returns 22,618 29,707 20,465
Number with paid
preparer's
signature 26,249 22,804 13,190
Number of exemptions[3] 119,754 116,842 70,858
Adjusted gross income
(AGI)[4] 2,155,626 2,679,870 2,081,458
Salaries and wages in
AGI:[5] Number 49,636 39,705 22,371
Amount 1,689,913 2,053,814 1,587,356
Taxable interest: Number 31,337 32,337 20,440
Amount 32,740 45,295 37,338
Tax-exempt interest:[6]
Number 996 1,478 1,289
Amount 3,645 6,839 6,097
Dividends: Number 13,781 15,374 10,695
Amount 21,038 28,667 23,810
Business or profession
net income
(less loss):
Number 10,477 10,374 5,955
Amount 76,323 94,867 72,807
Number of farm returns 196 254 174
Net capital gain
(less loss) in AGI:
Number 10,110 12,654 9,352
Amount 26,345 49,799 54,628
Taxable Individual
Retirement
Arrangements
distributions:
Number 2,796 3,534 2,603
Amount 18,583 31,580 29,956
Pensions and annuities in
AGI: Number 8,846 9,695 6,533
Amount 137,395 198,638 159,363
Social Security benefits
in AGI: Number 4,370 4,282 2,232
Amount 22,620 40,929 23,731
Total statutory
adjustments: Number 14,195 12,226 5,526
Amount 23,920 26,493 17,960
Self-employment
retirement
plans:[6] Number 434 748 709
Amount 1,659 3,546 4,246
Total itemized
deductions:[7]
Number 14,678 21,408 16,179
Amount 163,772 281,449 241,749
Medical and dental
expense: Number 2,676 2,353 967
Amount 12,852 11,340 5,174
Taxes paid: Number 13,626 20,495 15,786
Amount 26,217 45,923 41,632
Interest paid: Number 13,150 20,017 15,426
Amount 90,660 164,884 140,705
Contributions: Number 11,259 17,594 14,224
Amount 21,526 40,333 37,449
Taxable income: Number 54,570 43,609 24,204
Amount 1,432,939 1,938,543 1,590,903
Total tax credits:[8]
Number 21,479 20,627 12,551
Amount 20,639 22,288 12,872
Child care credit: Number 3,428 3,680 2,417
Amount 1,389 1,617 1,114
Earned income credit:[9]
Number 169 -- --
Amount 11 -- --
Excess earned income
credit
(refundable):[10]
Number 30 -- --
Amount 2 -- --
Income tax:[11] Number 53,403 43,518 24,195
Amount 212,533 318,641 303,864
Total tax liability:[12]
Number 53,828 43,556 24,199
Amount 229,469 339,015 318,552
Tax due at time of
filing:[13] Number 15,489 14,655 10,570
Amount 25,126 34,823 33,883
Overpayments:[14] Number 37,940 27,504 12,657
Amount 58,542 60,095 31,790
ARIZONA
Number of returns 393,476 267,564 124,554
Number of joint returns 190,399 199,714 105,191
Number with paid
preparer's
signature 227,501 161,005 75,532
Number of exemptions[3] 889,051 709,207 349,809
Adjusted gross income
(AGI)[4] 15,324,028 16,354,723 10,683,261
Salaries and wages in
AGI:[5] Number 344,271 233,464 108,936
Amount 12,221,579 12,487,660 7,934,826
Taxable interest: Number 213,864 193,694 104,106
Amount 347,854 378,225 253,395
Tax-exempt interest:[6]
Number 14,735 16,642 10,901
Amount 95,744 116,319 84,516
Dividends: Number 96,036 99,897 63,120
Amount 222,084 276,244 212,015
Business or profession
net income
(less loss):
Number 53,677 45,661 23,223
Amount 396,963 440,445 310,753
Number of farm returns 1,485 1,330 789
Net capital gain
(less loss) in AGI:
Number 83,117 86,441 55,625
Amount 267,861 447,146 443,936
Taxable Individual
Retirement
Arrangements
distributions:
Number 31,156 29,955 16,648
Amount 242,962 328,052 257,784
Pensions and annuities in
AGI: Number 81,290 69,640 33,951
Amount 1,187,025 1,284,912 771,001
Social Security benefits
in AGI: Number 57,752 45,143 20,166
Amount 314,985 482,013 252,575
Total statutory
adjustments: Number 82,253 64,199 26,025
Amount 141,195 138,820 91,165
Self-employment
retirement
plans:[6] Number 2,190 3,043 2,547
Amount 8,806 15,431 17,223
Total itemized
deductions:[7]
Number 172,664 187,427 106,412
Amount 2,014,809 2,627,276 1,826,565
Medical and dental
expense: Number 43,127 26,682 9,286
Amount 169,076 123,085 55,778
Taxes paid: Number 172,464 187,502 106,418
Amount 399,141 627,760 503,736
Interest paid: Number 154,877 173,744 98,639
Amount 1,023,241 1,334,714 881,489
Contributions: Number 148,188 169,727 99,926
Amount 228,385 325,131 246,925
Taxable income: Number 390,843 267,018 124,401
Amount 9,554,334 11,262,318 7,774,572
Total tax credits:[8]
Number 152,256 119,603 60,714
Amount 140,333 123,400 60,284
Child care credit: Number 24,741 25,204 12,380
Amount 10,017 10,872 5,425
Earned income credit:[9]
Number 1,542 -- --
Amount 94 -- --
Excess earned income
credit
(refundable):[10]
Number 491 -- --
Amount 30 -- --
Income tax:[11] Number 380,140 266,200 124,357
Amount 1,362,471 1,775,893 1,446,407
Total tax liability:[12]
Number 383,250 266,615 124,411
Amount 1,448,761 1,869,853 1,509,109
Tax due at time of
filing:[13] Number 101,755 85,486 53,629
Amount 136,244 176,762 163,778
Overpayments:[14] Number 279,827 171,556 64,770
Amount 426,279 351,989 166,049
ARKANSAS
Number of returns 198,158 121,160 44,986
Number of joint returns 129,978 104,001 40,828
Number with paid
preparer's
signature 126,332 78,262 28,962
Number of exemptions[3] 482,476 331,698 127,794
Adjusted gross income
(AGI)[4] 7,718,124 7,346,161 3,839,626
Salaries and wages in
AGI:[5] Number 177,374 108,245 39,823
Amount 6,268,647 5,743,544 2,830,691
Taxable interest: Number 106,936 88,665 38,361
Amount 200,383 191,407 108,270
Tax-exempt interest:[6]
Number 4,215 4,652 3,050
Amount 25,713 30,748 21,102
Dividends: Number 39,323 38,835 21,172
Amount 64,796 80,958 58,896
Business or profession
net income
(less loss):
Number 32,656 21,816 8,883
Amount 220,887 192,190 119,287
Number of farm returns 11,008 7,822 2,912
Net capital gain
(less loss) in AGI:
Number 33,949 32,532 18,110
Amount 120,426 175,205 148,387
Taxable Individual
Retirement
Arrangements
distributions:
Number 13,670 11,539 5,569
Amount 104,226 123,522 83,901
Pensions and annuities in
AGI: Number 38,946 28,907 11,391
Amount 521,033 494,251 248,129
Social Security benefits
in AGI: Number 28,467 19,020 7,261
Amount 140,611 195,900 90,791
Total statutory
adjustments: Number 42,090 29,354 10,632
Amount 64,814 55,890 31,989
Self-employment
retirement
plans:[6] Number 524 840 648
Amount 1,817 3,673 4,166
Total itemized
deductions:[7]
Number 59,426 69,889 36,536
Amount 652,137 910,398 567,206
Medical and dental
expense: Number 16,547 9,920 2,875
Amount 73,924 43,737 16,210
Taxes paid: Number 59,504 70,048 36,545
Amount 140,970 254,679 193,253
Interest paid: Number 48,749 60,636 31,622
Amount 237,488 360,742 199,376
Contributions: Number 48,576 60,693 33,356
Amount 122,386 175,554 117,415
Taxable income: Number 197,503 121,029 44,956
Amount 4,827,094 5,192,963 2,861,645
Total tax credits:[8]
Number 81,476 55,318 21,505
Amount 73,850 54,237 20,077
Child care credit: Number 16,108 13,095 4,461
Amount 6,025 5,219 1,798
Earned income credit:[9]
Number 880 -- --
Amount 55 -- --
Excess earned income
credit
(refundable):[10]
Number 201 -- --
Amount 12 -- --
Income tax:[11] Number 194,261 120,893 44,951
Amount 671,770 799,091 532,073
Total tax liability:[12]
Number 195,371 120,986 44,965
Amount 725,354 847,911 560,734
Tax due at time of
filing:[13] Number 47,603 35,861 19,191
Amount 71,480 86,251 72,588
Overpayments:[14] Number 145,131 80,934 23,441
Amount 226,216 166,992 60,036
CALIFORNIA
Number of returns 2,614,354 1,839,254 960,517
Number of joint returns 1,058,416 1,136,215 735,292
Number with paid
preparer's
signature 1,593,697 1,204,522 636,224
Number of exemptions[3] 5,765,313 4,609,454 2,627,686
Adjusted gross income
(AGI)[4] 102,069,263 112,566,412 82,728,270
Salaries and wages in
AGI:[5] Number 2,300,093 1,622,427 856,043
Amount 83,280,645 88,743,353 64,457,598
Taxable interest: Number 1,486,797 1,399,485 828,744
Amount 2,304,655 2,606,713 1,853,560
Tax-exempt interest:[6]
Number 76,437 94,859 70,736
Amount 486,748 647,514 505,755
Dividends: Number 582,807 650,705 455,223
Amount 1,256,340 1,647,066 1,342,586
Business or profession
net income
(less loss):
Number 383,349 343,060 203,309
Amount 4,133,112 4,646,715 3,732,628
Number of farm returns 12,045 12,842 8,346
Net capital gain
(less loss) in AGI:
Number 502,960 567,158 403,299
Amount 1,536,050 2,613,861 2,787,531
Taxable Individual
Retirement
Arrangements
distributions:
Number 169,002 175,517 110,363
Amount 1,249,415 1,769,457 1,501,721
Pensions and annuities in
AGI: Number 415,005 375,814 207,888
Amount 6,191,733 6,963,985 4,523,953
Social Security benefits
in AGI: Number 304,427 256,362 125,818
Amount 1,659,270 2,627,082 1,509,462
Total statutory
adjustments: Number 540,774 428,137 217,882
Amount 1,119,975 1,202,633 915,914
Self-employment
retirement
plans:[6] Number 24,468 34,826 31,560
Amount 107,924 197,652 229,334
Total itemized
deductions:[7]
Number 1,051,322 1,250,004 821,185
Amount 14,811,578 21,204,631 17,133,732
Medical and dental
expense: Number 201,902 134,746 53,760
Amount 1,004,829 778,166 367,170
Taxes paid: Number 1,052,510 1,251,552 821,757
Amount 3,178,287 5,598,683 5,114,141
Interest paid: Number 866,847 1,065,871 707,500
Amount 7,593,119 10,699,111 8,399,575
Contributions: Number 927,924 1,146,463 766,622
Amount 1,510,048 2,251,652 1,847,421
Taxable income: Number 2,586,447 1,832,984 958,747
Amount 62,890,327 75,334,732 57,578,649
Total tax credits:[8]
Number 992,905 774,125 460,599
Amount 915,332 805,936 458,651
Child care credit: Number 187,023 173,811 109,109
Amount 93,803 87,960 54,958
Earned income credit:[9]
Number 10,425 -- --
Amount 635 -- --
Excess earned income
credit
(refundable):[10]
Number 3,733 -- --
Amount 226 -- --
Income tax:[11] Number 2,501,413 1,825,177 958,385
Amount 9,132,308 12,317,831 10,769,687
Total tax liability:[12]
Number 2,532,032 1,830,154 959,180
Amount 9,929,936 13,208,990 11,420,564
Tax due at time of
filing:[13] Number 675,598 550,992 347,999
Amount 1,046,926 1,313,607 1,191,833
Overpayments:[14] Number 1,858,789 1,215,101 566,535
Amount 2,972,056 2,825,147 1,680,760
COLORADO
Number of returns 386,802 281,146 140,429
Number of joint returns 167,160 203,260 117,554
Number with paid
preparer's
signature 205,502 156,907 77,201
Number of exemptions[3] 803,994 723,249 393,164
Adjusted gross income
(AGI)[4] 15,115,793 17,219,435 12,067,639
Salaries and wages in
AGI:[5] Number 346,539 254,127 128,131
Amount 12,273,905 13,574,898 9,350,699
Taxable interest: Number 231,475 217,956 122,677
Amount 302,497 340,535 229,282
Tax-exempt interest:[6]
Number 11,670 14,294 10,365
Amount 62,000 79,537 60,623
Dividends: Number 99,613 110,539 74,536
Amount 183,930 239,243 195,719
Business or profession
net income
(less loss):
Number 65,106 58,292 30,766
Amount 551,502 616,514 449,222
Number of farm returns 6,430 5,495 2,669
Net capital gain
(less loss) in AGI:
Number 86,500 95,506 65,573
Amount 292,785 470,175 480,546
Taxable Individual
Retirement
Arrangements
distributions:
Number 28,078 28,299 16,621
Amount 186,735 257,937 207,966
Pensions and annuities in
AGI: Number 67,888 62,065 32,254
Amount 982,620 1,115,943 689,494
Social Security benefits
in AGI: Number 42,508 33,420 14,573
Amount 212,571 322,004 163,215
Total statutory
adjustments: Number 99,570 81,737 35,195
Amount 175,446 181,907 124,177
Self-employment
retirement
plans:[6] Number 3,133 4,767 4,117
Amount 11,618 22,587 26,001
Total itemized
deductions:[7]
Number 173,223 198,754 120,423
Amount 2,095,736 2,830,083 2,091,534
Medical and dental
expense: Number 29,497 19,452 6,795
Amount 128,137 91,278 40,349
Taxes paid: Number 172,515 198,573 120,371
Amount 427,481 716,614 606,362
Interest paid: Number 158,688 186,426 112,734
Amount 1,144,771 1,549,420 1,076,559
Contributions: Number 140,947 174,146 111,069
Amount 198,732 308,324 250,569
Taxable income: Number 384,459 280,677 140,308
Amount 9,643,986 11,869,002 8,766,511
Total tax credits:[8]
Number 138,861 126,484 71,370
Amount 124,182 128,591 69,689
Child care credit: Number 23,085 26,638 14,365
Amount 9,159 11,329 6,309
Earned income credit:[9]
Number 1,099 -- --
Amount 65 -- --
Excess earned income
credit
(refundable):[10]
Number 286 -- --
Amount 17 -- --
Income tax:[11] Number 376,009 279,942 140,276
Amount 1,405,378 1,888,778 1,629,651
Total tax liability:[12]
Number 379,382 280,343 140,324
Amount 1,517,544 2,013,834 1,714,442
Tax due at time of
filing:[13] Number 104,655 90,361 59,841
Amount 152,016 197,343 185,367
Overpayments:[14] Number 271,452 180,694 74,324
Amount 400,380 366,984 189,755
CONNECTICUT
Number of returns 300,753 242,941 136,987
Number of joint returns 99,525 158,960 113,991
Number with paid
preparer's
signature 162,340 142,723 79,134
Number of exemptions[3] 557,297 595,665 383,818
Adjusted gross income
(AGI)[4] 11,808,412 14,939,310 11,808,507
Salaries and wages in
AGI:[5] Number 265,899 218,676 125,257
Amount 9,473,526 11,827,825 9,389,962
Taxable interest: Number 209,787 211,218 128,577
Amount 307,127 344,414 235,643
Tax-exempt interest:[6]
Number 11,993 15,446 12,365
Amount 66,251 158,225 77,569
Dividends: Number 85,305 100,154 72,865
Amount 188,959 253,419 221,439
Business or profession
net income
(less loss):
Number 37,023 39,990 24,915
Amount 414,092 523,238 420,740
Number of farm returns 522 595 330
Net capital gain
(less loss) in AGI:
Number 66,647 80,266 60,015
Amount 204,639 341,818 371,818
Taxable Individual
Retirement
Arrangements
distributions:
Number 26,479 26,834 17,119
Amount 174,972 237,061 204,576
Pensions and annuities in
AGI: Number 54,663 51,794 29,748
Amount 725,463 866,406 594,255
Social Security benefits
in AGI: Number 43,216 36,509 17,570
Amount 253,061 399,924 223,906
Total statutory
adjustments: Number 62,954 57,414 29,610
Amount 126,821 148,817 113,402
Self-employment
retirement
plans:[6] Number 2,624 4,326 4,158
Amount 10,880 22,631 26,823
Total itemized
deductions:[7]
Number 115,045 163,861 117,463
Amount 1,378,475 2,346,820 2,036,325
Medical and dental
expense: Number 19,939 14,910 6,240
Amount 113,302 99,996 54,265
Taxes paid: Number 115,380 164,278 117,590
Amount 466,485 884,289 838,358
Interest paid: Number 96,091 143,343 103,288
Amount 598,371 1,023,520 841,835
Contributions: Number 101,076 151,401 111,984
Amount 121,412 215,955 199,341
Taxable income: Number 298,893 242,222 136,754
Amount 7,994,068 10,467,603 8,595,537
Total tax credits:[8]
Number 89,419 100,347 69,603
Amount 77,055 101,924 68,958
Child care credit: Number 12,994 17,399 13,858
Amount 5,550 7,705 6,550
Earned income credit:[9]
Number 573 -- --
Amount 36 -- --
Excess earned income
credit
(refundable):[10]
Number 128 -- --
Amount 8 -- --
Income tax:[11] Number 294,724 241,743 136,737
Amount 1,238,654 1,720,648 1,609,469
Total tax liability:[12]
Number 296,730 242,068 136,800
Amount 1,318,987 1,823,435 1,688,959
Tax due at time of
filing:[13] Number 67,881 63,328 45,852
Amount 99,551 135,662 130,200
Overpayments:[14] Number 223,720 170,436 85,026
Amount 374,008 415,936 245,350
DELAWARE
Number of returns 68,865 52,270 27,607
Number of joint returns 26,954 37,009 23,696
Number with paid
preparer's
signature 35,613 29,342 15,007
Number of exemptions[3] 137,586 132,914 78,064
Adjusted gross income
(AGI)[4] 2,694,936 3,210,781 2,371,872
Salaries and wages in
AGI:[5] Number 61,665 47,393 25,355
Amount 2,167,823 2,535,534 1,880,038
Taxable interest: Number 40,348 39,991 23,968
Amount 59,590 64,457 43,560
Tax-exempt interest:[6]
Number 2,124 2,834 2,117
Amount 10,596 17,058 13,989
Dividends: Number 17,628 19,844 14,095
Amount 38,296 53,018 46,087
Business or profession
net income
(less loss):
Number 7,472 7,197 3,980
Amount 56,863 63,983 45,218
Number of farm returns 544 477 204
Net capital gain
(less loss) in AGI:
Number 13,090 15,140 11,075
Amount 35,589 63,981 69,114
Taxable Individual
Retirement
Arrangements
distributions:
Number 5,343 5,413 3,391
Amount 36,854 50,048 43,090
Pensions and annuities in
AGI: Number 15,240 14,093 7,598
Amount 215,564 243,184 156,498
Social Security benefits
in AGI: Number 10,032 8,223 3,879
Amount 56,085 90,728 50,390
Total statutory
adjustments: Number 11,661 10,004 4,402
Amount 19,279 19,892 12,819
Self-employment
retirement
plans:[6] Number 283 457 408
Amount 932 1,814 2,293
Total itemized
deductions:[7]
Number 28,406 35,941 23,733
Amount 312,943 478,633 382,737
Medical and dental
expense: Number 4,081 2,692 1,002
Amount 22,331 17,823 7,813
Taxes paid: Number 28,655 36,174 23,816
Amount 71,703 135,352 126,051
Interest paid: Number 25,678 33,219 21,847
Amount 161,844 239,048 175,619
Contributions: Number 24,775 33,049 22,575
Amount 37,810 61,010 53,033
Taxable income: Number 68,593 52,194 27,585
Amount 1,768,910 2,258,517 1,747,821
Total tax credits:[8]
Number 22,754 22,664 14,157
Amount 20,352 23,187 14,104
Child care credit: Number 4,730 5,491 3,496
Amount 2,003 2,482 1,677
Earned income credit:[9]
Number 189 -- --
Amount 12 -- --
Excess earned income
credit
(refundable):[10]
Number 44 -- --
Amount 3 -- --
Income tax:[11] Number 67,600 52,127 27,582
Amount 261,934 363,977 326,195
Total tax liability:[12]
Number 67,921 52,157 27,588
Amount 273,917 377,956 335,560
Tax due at time of
filing:[13] Number 15,742 14,647 10,658
Amount 20,023 28,357 27,097
Overpayments:[14] Number 51,507 36,058 15,958
Amount 81,160 78,576 39,274
DISTRICT OF COLUMBIA
Number of returns 56,693 29,622 13,765
Number of joint returns 6,980 6,935 5,227
Number with paid
preparer's
signature 24,788 14,156 6,847
Number of exemptions[3] 90,718 47,721 23,924
Adjusted gross income
(AGI)[4] 2,185,568 1,798,452 1,186,360
Salaries and wages in
AGI:[5] Number 50,135 25,719 11,793
Amount 1,816,899 1,412,226 890,965
Taxable interest: Number 27,788 21,015 11,429
Amount 29,023 33,583 26,396
Tax-exempt interest:[6]
Number 1,315 1,792 1,582
Amount 7,262 11,949 11,533
Dividends: Number 11,266 10,946 7,409
Amount 19,146 30,351 29,971
Business or profession
net income
(less loss):
Number 5,404 4,192 2,468
Amount 37,802 46,226 38,567
Number of farm returns 28 25 27
Net capital gain
(less loss) in AGI:
Number 9,079 9,208 6,483
Amount 26,426 42,856 48,372
Taxable Individual
Retirement
Arrangements
distributions:
Number 2,651 2,707 1,820
Amount 13,404 19,008 16,435
Pensions and annuities in
AGI: Number 10,181 6,823 3,350
Amount 218,934 182,173 114,102
Social Security benefits
in AGI: Number 4,810 3,337 1,754
Amount 22,184 26,986 17,415
Total statutory
adjustments: Number 10,989 5,284 2,572
Amount 16,314 13,226 10,157
Self-employment
retirement
plans:[6] Number 383 521 443
Amount 1,671 2,905 3,236
Total itemized
deductions:[7]
Number 24,429 21,420 12,127
Amount 320,079 330,547 231,183
Medical and dental
expense: Number 7,377 3,247 1,109
Amount 30,485 20,967 12,667
Taxes paid: Number 24,283 21,376 12,091
Amount 75,739 111,213 91,395
Interest paid: Number 15,037 14,552 8,465
Amount 95,619 110,203 77,404
Contributions: Number 22,375 19,313 11,031
Amount 67,509 58,844 35,444
Taxable income: Number 56,295 29,490 13,718
Amount 1,460,173 1,295,442 881,325
Total tax credits:[8]
Number 15,583 6,960 3,760
Amount 18,941 11,211 4,349
Child care credit: Number 3,624 1,430 695
Amount 1,966 742 354
Earned income credit:[9]
Number 128 -- --
Amount 7 -- --
Excess earned income
credit
(refundable):[10]
Number 40 -- --
Amount 3 -- --
Income tax:[11] Number 54,494 29,307 13,713
Amount 220,661 238,039 183,779
Total tax liability:[12]
Number 54,783 29,398 13,731
Amount 229,792 248,498 191,545
Tax due at time of
filing:[13] Number 14,177 8,891 4,824
Amount 18,119 19,123 15,300
Overpayments:[14] Number 41,455 19,715 8,164
Amount 68,113 48,606 24,328
FLORIDA
Number of returns 1,277,340 825,805 367,861
Number of joint returns 617,060 608,577 304,428
Number with paid
preparer's
signature 695,893 469,592 216,176
Number of exemptions[3] 2,700,889 2,061,844 979,442
Adjusted gross income
(AGI)[4] 49,656,688 50,364,565 31,550,512
Salaries and wages in
AGI:[5] Number 1,089,175 692,305 305,374
Amount 38,043,549 36,276,137 21,730,361
Taxable interest: Number 719,087 605,748 308,846
Amount 1,575,628 1,660,291 1,078,494
Tax-exempt interest:[6]
Number 51,131 58,149 38,086
Amount 436,068 562,370 434,164
Dividends: Number 338,346 331,054 196,836
Amount 975,176 1,226,360 932,398
Business or profession
net income
(less loss):
Number 170,705 129,575 63,412
Amount 1,341,095 1,255,876 824,469
Number of farm returns 7,026 6,992 3,753
Net capital gain
(less loss) in AGI:
Number 286,249 285,505 174,946
Amount 995,576 1,630,048 1,624,368
Taxable Individual
Retirement
Arrangements
distributions:
Number 111,920 105,747 58,226
Amount 849,918 1,151,753 908,572
Pensions and annuities in
AGI: Number 286,435 236,159 111,478
Amount 4,306,617 4,625,587 2,713,723
Social Security benefits
in AGI: Number 227,839 175,550 79,963
Amount 1,263,284 1,909,188 1,036,765
Total statutory
adjustments: Number 252,261 187,374 80,822
Amount 452,975 420,627 269,182
Self-employment
retirement
plans:[6] Number 5,125 6,956 5,807
Amount 19,997 34,243 36,814
Total itemized
deductions:[7]
Number 422,439 423,078 247,908
Amount 5,036,253 5,676,850 3,920,706
Medical and dental
expense: Number 117,630 74,176 28,192
Amount 653,245 442,162 217,091
Taxes paid: Number 392,240 408,228 242,751
Amount 694,196 886,918 679,141
Interest paid: Number 368,343 383,873 226,487
Amount 2,414,337 2,886,833 1,959,386
Contributions: Number 357,886 377,880 229,929
Amount 653,548 865,311 656,973
Taxable income: Number 1,270,060 823,838 367,150
Amount 32,088,158 36,305,016 24,124,969
Total tax credits:[8]
Number 436,358 335,344 165,280
Amount 388,075 328,597 157,309
Child care credit: Number 90,897 86,154 40,682
Amount 37,847 38,727 19,003
Earned income credit:[9]
Number 4,079 -- --
Amount 252 -- --
Excess earned income
credit
(refundable):[10]
Number 959 -- --
Amount 59 -- --
Income tax:[11] Number 1,249,720 822,617 367,109
Amount 4,679,759 5,879,755 4,614,411
Total tax liability:[12]
Number 1,256,419 823,417 367,328
Amount 4,950,686 6,138,479 4,775,174
Tax due at time of
filing:[13] Number 319,298 269,109 160,694
Amount 495,896 599,792 545,073
Overpayments:[14] Number 911,846 514,554 182,476
Amount 1,475,749 1,121,298 497,426
GEORGIA
Number of returns 639,516 439,743 212,826
Number of joint returns 284,392 325,736 181,603
Number with paid
preparer's
signature 353,465 253,496 119,419
Number of exemptions[3] 1,384,603 1,150,789 601,938
Adjusted gross income
(AGI)[4] 24,927,500 26,889,958 18,280,704
Salaries and wages in
AGI:[5] Number 588,793 407,088 197,571
Amount 21,178,325 22,204,652 14,786,828
Taxable interest: Number 309,636 303,304 175,737
Amount 437,194 479,383 329,962
Tax-exempt interest:[6]
Number 9,948 12,884 10,060
Amount 55,677 73,325 62,678
Dividends: Number 122,918 143,595 102,076
Amount 197,965 276,575 243,559
Business or profession
net income
(less loss):
Number 90,606 75,353 38,694
Amount 658,660 672,181 480,153
Number of farm returns 9,428 9,143 4,943
Net capital gain
(less loss) in AGI:
Number 93,662 110,055 80,472
Amount 292,537 489,409 522,274
Taxable Individual
Retirement
Arrangements
distributions:
Number 35,626 36,900 22,922
Amount 242,399 340,655 287,228
Pensions and annuities in
AGI: Number 110,786 98,136 50,362
Amount 1,470,629 1,615,418 1,024,908
Social Security benefits
in AGI: Number 63,513 48,973 22,167
Amount 323,228 500,099 270,781
Total statutory
adjustments: Number 126,731 100,720 43,853
Amount 196,529 190,967 132,789
Self-employment
retirement
plans:[6] Number 2,620 4,017 3,763
Amount 9,583 18,776 23,055
Total itemized
deductions:[7]
Number 278,328 312,556 188,348
Amount 3,345,458 4,403,511 3,276,785
Medical and dental
expense: Number 59,827 35,797 11,895
Amount 231,194 152,018 64,730
Taxes paid: Number 280,373 314,145 188,629
Amount 770,262 1,283,590 1,085,419
Interest paid: Number 243,027 287,013 172,607
Amount 1,472,213 1,964,753 1,391,157
Contributions: Number 240,000 280,852 175,370
Amount 519,762 706,249 548,194
Taxable income: Number 636,188 439,097 212,625
Amount 15,703,641 18,510,894 13,192,530
Total tax credits:[8]
Number 232,123 191,092 102,040
Amount 207,201 187,943 97,537
Child care credit: Number 46,829 47,249 24,799
Amount 19,567 20,464 10,970
Earned income credit:[9]
Number 2,264 -- --
Amount 138 -- --
Excess earned income
credit
(refundable):[10]
Number 514 -- --
Amount 30 -- --
Income tax:[11] Number 624,433 438,321 212,600
Amount 2,275,747 2,943,418 2,458,903
Total tax liability:[12]
Number 628,644 438,799 212,687
Amount 2,423,400 3,094,691 2,559,355
Tax due at time of
filing:[13] Number 147,484 123,132 83,472
Amount 217,962 272,224 247,046
Overpayments:[14] Number 479,841 305,527 122,298
Amount 770,168 654,366 319,847
HAWAII
Number of returns 105,579 73,499 35,860
Number of joint returns 48,315 52,751 30,785
Number with paid
preparer's
signature 58,765 43,173 21,162
Number of exemptions[3] 228,179 193,785 101,935
Adjusted gross income
(AGI)[4] 4,115,498 4,495,912 3,079,257
Salaries and wages in
AGI:[5] Number 92,351 64,897 31,964
Amount 3,267,923 3,431,098 2,291,758
Taxable interest: Number 79,147 64,496 33,725
Amount 96,037 105,171 70,456
Tax-exempt interest:[6]
Number 3,808 4,392 3,375
Amount 15,606 19,252 78,961
Dividends: Number 29,276 29,729 19,348
Amount 47,053 62,036 52,737
Business or profession
net income
(less loss):
Number 15,373 13,324 7,304
Amount 108,637 120,460 90,022
Number of farm returns 1,149 974 498
Net capital gain
(less loss) in AGI:
Number 24,381 25,110 16,599
Amount 64,737 109,781 111,082
Taxable Individual
Retirement
Arrangements
distributions:
Number 9,456 9,746 5,924
Amount 58,761 83,110 68,227
Pensions and annuities in
AGI: Number 21,818 19,510 10,544
Amount 369,000 417,787 271,910
Social Security benefits
in AGI: Number 14,962 12,295 6,033
Amount 78,166 127,456 75,476
Total statutory
adjustments: Number 20,629 15,328 7,068
Amount 39,135 35,046 22,703
Self-employment
retirement
plans:[6] Number 800 1,074 886
Amount 3,115 5,215 5,444
Total itemized
deductions:[7]
Number 42,803 49,278 29,706
Amount 566,363 815,531 612,453
Medical and dental
expense: Number 8,440 4,910 1,415
Amount 31,062 22,294 9,893
Taxes paid: Number 42,836 49,312 29,731
Amount 117,462 204,907 175,118
Interest paid: Number 31,740 40,043 25,814
Amount 293,050 439,005 331,403
Contributions: Number 38,187 45,404 27,965
Amount 64,068 83,989 59,379
Taxable income: Number 104,580 73,297 35,813
Amount 2,551,704 2,984,625 2,143,252
Total tax credits:[8]
Number 38,002 33,382 18,700
Amount 34,932 34,919 18,481
Child care credit: Number 6,749 7,469 4,656
Amount 2,373 2,761 1,758
Earned income credit:[9]
Number 256 -- --
Amount 15 -- --
Excess earned income
credit
(refundable):[10]
Number 84 -- --
Amount 5 -- --
Income tax:[11] Number 101,667 72,941 35,782
Amount 369,496 471,374 389,261
Total tax liability:[12]
Number 102,624 73,087 35,802
Amount 392,375 496,030 406,307
Tax due at time of
filing:[13] Number 25,187 21,820 14,397
Amount 32,374 42,885 39,768
Overpayments:[14] Number 76,756 47,972 19,114
Amount 120,340 103,256 48,592
IDAHO
Number of returns 106,761 69,521 26,724
Number of joint returns 71,992 59,733 24,230
Number with paid
preparer's
signature 62,834 41,784 16,568
Number of exemptions[3] 285,643 208,774 81,688
Adjusted gross income
(AGI)[4] 4,176,828 4,223,723 2,282,844
Salaries and wages in
AGI:[5] Number 95,405 62,674 23,898
Amount 3,356,589 3,310,262 1,689,739
Taxable interest: Number 64,682 53,656 23,532
Amount 97,699 96,408 58,587
Tax-exempt interest:[6]
Number 3,025 3,279 2,115
Amount 14,768 17,991 11,656
Dividends: Number 24,595 25,048 13,827
Amount 43,286 50,252 37,069
Business or profession
net income
(less loss):
Number 21,569 15,158 6,052
Amount 136,487 124,635 82,186
Number of farm returns 5,391 3,907 1,567
Net capital gain
(less loss) in AGI:
Number 23,420 23,311 12,976
Amount 91,419 134,115 119,534
Taxable Individual
Retirement
Arrangements
distributions:
Number 7,915 7,019 3,354
Amount 56,557 68,133 44,984
Pensions and annuities in
AGI: Number 19,636 15,043 6,176
Amount 269,891 254,561 126,859
Social Security benefits
in AGI: Number 13,259 8,961 3,461
Amount 66,638 93,628 43,102
Total statutory
adjustments: Number 28,524 19,264 6,624
Amount 46,999 39,103 22,832
Self-employment
retirement
plans:[6] Number 592 883 673
Amount 2,171 3,935 4,263
Total itemized
deductions:[7]
Number 50,309 51,598 23,536
Amount 586,697 720,110 410,097
Medical and dental
expense: Number 11,411 6,371 1,666
Amount 42,916 26,852 8,872
Taxes paid: Number 50,325 51,586 23,528
Amount 142,034 218,555 147,051
Interest paid: Number 45,239 47,165 21,327
Amount 275,504 320,755 165,629
Contributions: Number 39,948 44,794 21,743
Amount 82,381 113,387 68,820
Taxable income: Number 105,998 69,420 26,692
Amount 2,440,482 2,806,434 1,628,099
Total tax credits:[8]
Number 49,248 36,000 14,438
Amount 48,488 40,110 15,120
Child care credit: Number 8,967 7,567 2,506
Amount 3,114 3,004 1,034
Earned income credit:[9]
Number 453 -- --
Amount 29 -- --
Excess earned income
credit
(refundable):[10]
Number 156 -- --
Amount 10 -- --
Income tax:[11] Number 101,240 69,003 26,684
Amount 326,696 413,557 291,753
Total tax liability:[12]
Number 102,980 69,184 26,700
Amount 359,134 443,095 309,336
Tax due at time of
filing:[13] Number 28,778 21,054 11,688
Amount 43,160 50,192 43,428
Overpayments:[14] Number 74,869 45,950 13,753
Amount 110,874 90,928 34,431
ILLINOIS
Number of returns 1,067,798 801,468 401,409
Number of joint returns 424,685 556,063 335,349
Number with paid
preparer's
signature 607,278 481,108 235,092
Number of exemptions[3] 2,234,007 2,094,347 1,156,911
Adjusted gross income
(AGI)[4] 41,867,443 49,087,066 34,483,866
Salaries and wages in
AGI:[5] Number 963,637 731,950 370,263
Amount 34,655,552 39,860,177 27,725,790
Taxable interest: Number 639,679 622,480 349,324
Amount 1,083,237 1,193,681 790,160
Tax-exempt interest:[6]
Number 31,200 40,810 30,827
Amount 138,553 208,252 172,659
Dividends: Number 260,189 299,903 205,015
Amount 510,977 695,325 572,857
Business or profession
net income
(less loss):
Number 126,721 120,160 66,423
Amount 941,711 1,119,934 862,525
Number of farm returns 17,732 16,500 7,131
Net capital gain
(less loss) in AGI:
Number 204,712 242,133 169,834
Amount 615,095 1,060,293 1,076,017
Taxable Individual
Retirement
Arrangements
distributions:
Number 79,792 80,653 48,267
Amount 561,917 779,529 624,366
Pensions and annuities in
AGI: Number 194,539 170,273 87,983
Amount 2,470,395 2,648,673 1,634,600
Social Security benefits
in AGI: Number 134,307 105,920 46,847
Amount 737,101 1,110,767 574,020
Total statutory
adjustments: Number 203,658 169,295 76,046
Amount 337,662 344,952 236,978
Self-employment
retirement
plans:[6] Number 5,359 8,957 8,181
Amount 19,926 40,743 47,674
Total itemized
deductions:[7]
Number 370,943 479,776 316,728
Amount 4,370,013 6,594,762 5,201,223
Medical and dental
expense: Number 69,566 47,087 17,279
Amount 381,688 272,101 124,598
Taxes paid: Number 371,614 480,921 317,178
Amount 1,181,257 2,045,904 1,763,100
Interest paid: Number 312,641 430,039 288,234
Amount 1,911,583 2,977,404 2,283,542
Contributions: Number 315,729 431,450 297,035
Amount 509,022 806,522 681,158
Taxable income: Number 1,062,119 800,274 401,110
Amount 27,363,471 34,671,221 25,545,870
Total tax credits:[8]
Number 376,748 360,740 209,170
Amount 348,115 376,443 209,842
Child care credit: Number 62,459 60,291 34,987
Amount 30,007 27,678 16,187
Earned income credit:[9]
Number 3,122 -- --
Amount 190 -- --
Excess earned income
credit
(refundable):[10]
Number 895 -- --
Amount 54 -- --
Income tax:[11] Number 1,040,323 798,522 401,039
Amount 4,031,366 5,609,086 4,802,772
Total tax liability:[12]
Number 1,047,022 799,373 401,147
Amount 4,250,631 5,866,906 4,985,063
Tax due at time of
filing:[13] Number 213,680 197,720 137,988
Amount 299,105 425,782 407,309
Overpayments:[14] Number 822,963 574,311 245,615
Amount 1,446,714 1,398,805 690,751
INDIANA
Number of returns 527,101 410,944 177,713
Number of joint returns 281,756 333,512 160,141
Number with paid
preparer's
signature 309,246 244,406 103,377
Number of exemptions[3] 1,201,910 1,148,131 528,411
Adjusted gross income
(AGI)[4] 20,711,225 25,095,300 15,208,538
Salaries and wages in
AGI:[5] Number 484,921 385,561 166,760
Amount 17,377,494 21,173,913 12,540,802
Taxable interest: Number 306,482 313,134 155,937
Amount 450,982 462,399 278,310
Tax-exempt interest:[6]
Number 12,259 14,854 10,213
Amount 62,813 86,711 59,386
Dividends: Number 102,909 122,221 76,732
Amount 185,680 238,831 183,974
Business or profession
net income
(less loss):
Number 74,104 66,601 30,636
Amount 519,274 560,421 383,254
Number of farm returns 14,251 12,784 5,709
Net capital gain
(less loss) in AGI:
Number 82,623 97,284 62,489
Amount 263,045 426,124 402,839
Taxable Individual
Retirement
Arrangements
distributions:
Number 35,750 34,096 18,144
Amount 257,204 334,786 242,298
Pensions and annuities in
AGI: Number 99,441 83,305 38,222
Amount 1,172,358 1,115,409 628,463
Social Security benefits
in AGI: Number 65,314 46,121 18,621
Amount 349,059 500,194 240,172
Total statutory
adjustments: Number 104,268 92,846 33,400
Amount 145,694 145,960 91,022
Self-employment
retirement
plans:[6] Number 1,734 2,853 2,633
Amount 5,924 11,962 15,156
Total itemized
deductions:[7]
Number 171,552 241,877 140,535
Amount 1,814,583 2,980,749 2,095,861
Medical and dental
expense: Number 28,970 18,655 5,943
Amount 143,354 95,292 38,574
Taxes paid: Number 172,034 242,542 140,745
Amount 472,212 939,921 739,182
Interest paid: Number 152,590 224,676 130,035
Amount 855,536 1,391,848 899,845
Contributions: Number 130,688 202,625 127,015
Amount 224,930 398,496 317,727
Taxable income: Number 525,272 410,582 177,614
Amount 13,386,404 17,797,390 11,410,962
Total tax credits:[8]
Number 206,797 200,617 93,807
Amount 192,312 212,113 95,451
Child care credit: Number 27,809 36,147 16,948
Amount 10,356 14,856 7,313
Earned income credit:[9]
Number 1,711 -- --
Amount 105 -- --
Excess earned income
credit
(refundable):[10]
Number 402 -- --
Amount 24 -- --
Income tax:[11] Number 515,736 409,932 177,597
Amount 1,914,410 2,766,374 2,125,085
Total tax liability:[12]
Number 518,943 410,197 177,637
Amount 2,030,754 2,895,300 2,207,283
Tax due at time of
filing:[13] Number 97,095 88,852 58,405
Amount 136,254 184,109 168,804
Overpayments:[14] Number 417,198 311,086 112,952
Amount 725,726 734,961 307,738
IOWA
Number of returns 266,485 194,818 73,774
Number of joint returns 161,696 168,011 67,226
Number with paid
preparer's
signature 193,273 142,536 51,703
Number of exemptions[3] 641,913 566,377 222,438
Adjusted gross income
(AGI)[4] 10,469,311 11,853,694 6,291,737
Salaries and wages in
AGI:[5] Number 237,492 176,482 66,253
Amount 8,261,801 9,278,808 4,671,718
Taxable interest: Number 183,885 163,945 68,105
Amount 336,592 330,779 187,651
Tax-exempt interest:[6]
Number 9,379 10,997 7,035
Amount 35,398 48,147 33,476
Dividends: Number 75,831 79,699 41,910
Amount 116,891 144,206 108,865
Business or profession
net income
(less loss):
Number 47,638 36,891 14,359
Amount 304,667 325,852 200,060
Number of farm returns 22,495 16,075 5,335
Net capital gain
(less loss) in AGI:
Number 68,152 69,861 37,212
Amount 234,399 342,200 287,931
Taxable Individual
Retirement
Arrangements
distributions:
Number 22,293 20,616 10,190
Amount 132,117 158,768 112,554
Pensions and annuities in
AGI: Number 50,594 40,297 16,218
Amount 539,420 504,713 261,169
Social Security benefits
in AGI: Number 41,289 28,110 11,010
Amount 222,051 308,157 144,174
Total statutory
adjustments: Number 76,615 58,614 17,177
Amount 125,509 114,354 59,683
Self-employment
retirement
plans:[6] Number 2,215 3,713 2,507
Amount 7,476 16,320 14,733
Total itemized
deductions:[7]
Number 84,302 114,155 60,171
Amount 911,388 1,379,130 895,586
Medical and dental
expense: Number 19,990 11,815 3,272
Amount 123,033 80,005 24,976
Taxes paid: Number 84,504 114,511 60,223
Amount 248,522 496,517 367,294
Interest paid: Number 68,320 100,463 52,189
Amount 357,895 537,865 321,737
Contributions: Number 69,390 101,800 56,581
Amount 106,670 177,976 131,367
Taxable income: Number 265,372 194,643 73,745
Amount 6,656,447 8,354,099 4,686,788
Total tax credits:[8]
Number 113,782 103,098 41,655
Amount 114,365 117,588 43,710
Child care credit: Number 25,493 26,805 8,484
Amount 9,190 11,064 3,394
Earned income credit:[9]
Number 725 -- --
Amount 44 -- --
Excess earned income
credit
(refundable):[10]
Number 181 -- --
Amount 11 -- --
Income tax:[11] Number 259,319 194,341 73,732
Amount 917,544 1,248,007 853,652
Total tax liability:[12]
Number 261,806 194,487 73,742
Amount 1,003,082 1,338,517 903,439
Tax due at time of
filing:[13] Number 68,435 59,213 32,624
Amount 115,209 152,539 118,617
Overpayments:[14] Number 188,614 128,142 37,558
Amount 297,859 258,085 87,388
KANSAS
Number of returns 230,470 171,151 75,111
Number of joint returns 131,950 140,709 67,477
Number with paid
preparer's
signature 147,197 110,384 47,504
Number of exemptions[3] 548,107 486,012 223,805
Adjusted gross income
(AGI)[4] 9,038,673 10,453,934 6,431,504
Salaries and wages in
AGI:[5] Number 205,442 154,840 67,865
Amount 7,262,768 8,273,966 4,922,062
Taxable interest: Number 141,248 134,391 66,610
Amount 266,452 273,559 165,675
Tax-exempt interest:[6]
Number 7,548 8,909 6,236
Amount 41,193 49,798 38,792
Dividends: Number 59,393 65,140 38,940
Amount 98,581 128,311 102,804
Business or profession
net income
(less loss):
Number 39,762 33,726 15,713
Amount 261,550 286,596 209,232
Number of farm returns 15,178 12,063 4,670
Net capital gain
(less loss) in AGI:
Number 51,906 55,971 33,742
Amount 160,095 245,163 222,574
Taxable Individual
Retirement
Arrangements
distributions:
Number 20,113 19,815 10,631
Amount 131,273 178,503 136,710
Pensions and annuities in
AGI: Number 44,542 38,127 17,637
Amount 518,710 540,999 313,322
Social Security benefits
in AGI: Number 34,057 24,926 10,475
Amount 187,156 274,719 140,491
Total statutory
adjustments: Number 59,020 47,851 17,483
Amount 98,348 95,370 60,205
Self-employment
retirement
plans:[6] Number 1,398 2,270 2,037
Amount 4,759 9,832 11,944
Total itemized
deductions:[7]
Number 68,640 98,510 61,217
Amount 749,298 1,232,775 939,523
Medical and dental
expense: Number 17,796 12,535 4,307
Amount 104,555 72,461 29,069
Taxes paid: Number 68,486 98,576 61,228
Amount 187,567 389,135 345,571
Interest paid: Number 56,580 87,216 54,232
Amount 289,697 511,666 361,090
Contributions: Number 56,631 87,067 56,955
Amount 107,958 188,846 153,457
Taxable income: Number 229,331 170,970 75,061
Amount 5,757,649 7,380,552 4,780,169
Total tax credits:[8]
Number 96,612 86,404 40,301
Amount 92,606 92,833 40,812
Child care credit: Number 19,445 20,254 8,212
Amount 7,324 8,497 3,527
Earned income credit:[9]
Number 685 -- --
Amount 41 -- --
Excess earned income
credit
(refundable):[10]
Number 194 -- --
Amount 11 -- --
Income tax:[11] Number 224,313 170,657 75,048
Amount 806,755 1,132,554 882,549
Total tax liability:[12]
Number 226,116 170,830 75,076
Amount 874,780 1,207,614 931,912
Tax due at time of
filing:[13] Number 57,329 50,196 30,434
Amount 89,366 120,819 105,395
Overpayments:[14] Number 164,891 113,832 40,781
Amount 253,565 229,506 98,137
KENTUCKY
Number of returns 316,456 214,241 85,305
Number of joint returns 193,282 178,859 76,939
Number with paid
preparer's
signature 206,398 139,695 53,719
Number of exemptions[3] 740,806 590,567 249,440
Adjusted gross income
(AGI)[4] 12,367,099 13,038,383 7,292,135
Salaries and wages in
AGI:[5] Number 289,448 198,446 78,759
Amount 10,259,655 10,692,949 5,747,117
Taxable interest: Number 176,575 159,575 73,832
Amount 284,215 273,409 156,656
Tax-exempt interest:[6]
Number 6,437 7,688 5,206
Amount 35,130 46,404 36,721
Dividends: Number 60,611 65,967 39,779
Amount 105,419 140,076 109,764
Business or profession
net income
(less loss):
Number 47,918 36,671 15,772
Amount 312,228 307,433 208,268
Number of farm returns 21,400 15,745 5,791
Net capital gain
(less loss) in AGI:
Number 48,563 51,669 31,854
Amount 172,334 247,955 235,120
Taxable Individual
Retirement
Arrangements
distributions:
Number 19,108 17,502 9,107
Amount 135,836 168,211 124,534
Pensions and annuities in
AGI: Number 63,501 49,743 21,061
Amount 827,631 793,265 423,768
Social Security benefits
in AGI: Number 37,831 25,202 9,654
Amount 184,435 254,339 116,746
Total statutory
adjustments: Number 65,843 49,985 17,908
Amount 94,282 85,837 52,401
Self-employment
retirement
plans:[6] Number 1,044 1,698 1,558
Amount 3,618 7,711 9,135
Total itemized
deductions:[7]
Number 120,909 146,672 74,114
Amount 1,277,333 1,864,666 1,186,927
Medical and dental
expense: Number 20,810 11,148 3,118
Amount 85,358 53,721 20,684
Taxes paid: Number 121,175 146,902 74,151
Amount 387,814 700,034 492,065
Interest paid: Number 104,426 131,758 65,899
Amount 529,308 745,508 435,185
Contributions: Number 97,948 128,664 69,035
Amount 163,513 255,537 180,389
Taxable income: Number 315,422 214,048 85,259
Amount 7,793,524 9,081,550 5,342,718
Total tax credits:[8]
Number 127,036 103,650 44,524
Amount 111,357 102,258 43,280
Child care credit: Number 18,975 21,405 9,078
Amount 6,733 8,570 3,818
Earned income credit:[9]
Number 1,138 -- --
Amount 70 -- --
Excess earned income
credit
(refundable):[10]
Number 259 -- --
Amount 15 -- --
Income tax:[11] Number 310,750 213,773 85,250
Amount 1,100,728 1,395,559 983,592
Total tax liability:[12]
Number 312,417 213,947 85,273
Amount 1,174,396 1,469,023 1,030,000
Tax due at time of
filing:[13] Number 65,213 51,945 31,251
Amount 90,257 108,483 96,278
Overpayments:[14] Number 243,034 155,378 50,164
Amount 396,418 348,169 134,447
LOUISIANA
Number of returns 308,796 207,996 87,791
Number of joint returns 167,024 166,121 77,819
Number with paid
preparer's
signature 168,079 118,576 51,293
Number of exemptions[3] 735,797 584,630 263,118
Adjusted gross income
(AGI)[4] 12,034,781 12,672,810 7,508,950
Salaries and wages in
AGI:[5] Number 280,255 190,657 80,188
Amount 10,026,884 10,371,440 5,905,858
Taxable interest: Number 160,420 149,894 74,483
Amount 255,764 260,082 166,109
Tax-exempt interest:[6]
Number 6,133 7,424 5,300
Amount 42,588 52,983 41,674
Dividends: Number 58,538 65,218 40,279
Amount 106,073 137,763 112,148
Business or profession
net income
(less loss):
Number 43,913 35,075 16,872
Amount 296,112 299,786 215,961
Number of farm returns 6,075 5,762 2,731
Net capital gain
(less loss) in AGI:
Number 47,238 52,827 33,097
Amount 145,867 230,262 224,129
Taxable Individual
Retirement
Arrangements
distributions:
Number 18,088 17,559 9,649
Amount 143,450 191,215 149,237
Pensions and annuities in
AGI: Number 56,201 45,955 21,388
Amount 779,702 753,813 417,809
Social Security benefits
in AGI: Number 34,383 24,459 10,261
Amount 169,675 242,752 121,796
Total statutory
adjustments: Number 59,743 47,080 18,556
Amount 92,377 87,195 55,901
Self-employment
retirement
plans:[6] Number 1,140 1,739 1,578
Amount 4,087 8,545 10,020
Total itemized
deductions:[7]
Number 75,964 89,429 55,661
Amount 898,424 1,157,730 826,665
Medical and dental
expense: Number 21,934 14,565 4,886
Amount 101,795 69,978 30,460
Taxes paid: Number 75,033 89,340 55,696
Amount 96,181 177,199 159,665
Interest paid: Number 61,632 79,760 50,868
Amount 352,222 506,006 362,964
Contributions: Number 64,189 79,727 51,599
Amount 154,963 219,734 168,732
Taxable income: Number 307,533 207,739 87,713
Amount 7,648,558 9,096,584 5,737,966
Total tax credits:[8]
Number 128,522 101,958 46,340
Amount 116,064 102,742 45,961
Child care credit: Number 22,097 23,479 10,884
Amount 8,692 9,762 4,504
Earned income credit:[9]
Number 1,274 -- --
Amount 77 -- --
Excess earned income
credit
(refundable):[10]
Number 294 -- --
Amount 18 -- --
Income tax:[11] Number 301,926 207,452 87,701
Amount 1,080,612 1,427,086 1,082,433
Total tax liability:[12]
Number 303,554 207,621 87,735
Amount 1,148,132 1,497,049 1,130,235
Tax due at time of
filing:[13] Number 68,991 55,914 34,896
Amount 96,264 120,077 109,239
Overpayments:[14] Number 232,082 145,282 48,659
Amount 380,404 316,905 122,703
MAINE
Number of returns 115,987 76,828 28,146
Number of joint returns 69,495 64,656 25,083
Number with paid
preparer's
signature 61,523 43,364 16,445
Number of exemptions[3] 268,357 212,401 81,327
Adjusted gross income
(AGI)[4] 4,536,261 4,663,262 2,397,905
Salaries and wages in
AGI:[5] Number 104,496 70,090 25,183
Amount 3,645,552 3,701,296 1,781,746
Taxable interest: Number 81,558 66,744 26,609
Amount 104,479 100,810 59,068
Tax-exempt interest:[6]
Number 2,908 3,510 2,425
Amount 13,432 22,113 15,755
Dividends: Number 27,804 27,396 14,493
Amount 60,022 73,848 57,522
Business or profession
net income
(less loss):
Number 23,171 15,800 6,169
Amount 200,041 175,485 103,091
Number of farm returns 1,069 780 330
Net capital gain
(less loss) in AGI:
Number 23,058 23,278 12,842
Amount 89,180 136,408 120,323
Taxable Individual
Retirement
Arrangements
distributions:
Number 8,437 7,130 3,440
Amount 56,069 62,876 44,054
Pensions and annuities in
AGI: Number 21,330 16,454 6,650
Amount 297,656 273,240 133,345
Social Security benefits
in AGI: Number 14,735 9,602 3,815
Amount 68,365 93,002 44,816
Total statutory
adjustments: Number 31,138 22,304 7,069
Amount 58,297 48,704 28,028
Self-employment
retirement
plans:[6] Number 1,035 1,269 1,022
Amount 3,802 5,933 6,232
Total itemized
deductions:[7]
Number 43,536 51,838 24,813
Amount 470,957 669,130 399,362
Medical and dental
expense: Number 8,019 4,800 1,459
Amount 38,190 32,520 11,755
Taxes paid: Number 43,592 51,932 24,828
Amount 159,645 270,917 186,226
Interest paid: Number 38,397 47,009 21,729
Amount 199,470 268,120 139,892
Contributions: Number 36,306 46,305 23,223
Amount 39,969 61,603 41,363
Taxable income: Number 115,536 76,696 28,111
Amount 2,863,532 3,243,131 1,752,682
Total tax credits:[8]
Number 44,768 36,975 15,014
Amount 42,098 39,548 15,249
Child care credit: Number 8,143 8,459 2,981
Amount 3,161 3,718 1,278
Earned income credit:[9]
Number 318 -- --
Amount 19 -- --
Excess earned income
credit
(refundable):[10]
Number 61 -- --
Amount 3 -- --
Income tax:[11] Number 113,612 76,607 28,110
Amount 401,607 490,558 319,140
Total tax liability:[12]
Number 114,333 76,672 28,121
Amount 438,870 523,752 337,846
Tax due at time of
filing:[13] Number 27,319 19,952 10,515
Amount 41,812 46,254 36,258
Overpayments:[14] Number 85,283 54,089 16,063
Amount 128,950 113,218 42,026
MARYLAND
Number of returns 475,134 359,355 198,815
Number of joint returns 156,160 225,143 162,604
Number with paid
preparer's
signature 243,764 191,980 101,368
Number of exemptions[3] 936,206 877,624 558,369
Adjusted gross income
(AGI)[4] 18,576,026 22,083,916 17,131,314
Salaries and wages in
AGI:[5] Number 426,548 324,202 182,159
Amount 15,340,583 17,760,378 13,774,662
Taxable interest: Number 277,907 279,457 174,344
Amount 346,620 422,478 309,185
Tax-exempt interest:[6]
Number 13,186 18,657 15,136
Amount 62,555 99,591 85,795
Dividends: Number 105,660 128,553 96,429
Amount 202,263 305,002 268,993
Business or profession
net income
(less loss):
Number 58,375 56,956 35,822
Amount 385,149 465,798 395,729
Number of farm returns 2,367 2,269 1,330
Net capital gain
(less loss) in AGI:
Number 84,841 105,045 80,894
Amount 229,522 414,014 453,879
Taxable Individual
Retirement
Arrangements
distributions:
Number 31,492 34,806 23,707
Amount 195,519 287,380 261,802
Pensions and annuities in
AGI: Number 89,434 84,719 49,739
Amount 1,467,192 1,760,827 1,202,294
Social Security benefits
in AGI: Number 55,653 47,750 23,466
Amount 295,742 469,230 269,938
Total statutory
adjustments: Number 87,045 72,495 36,847
Amount 139,829 145,973 112,636
Self-employment
retirement
plans:[6] Number 2,472 4,126 4,335
Amount 9,096 18,670 23,951
Total itemized
deductions:[7]
Number 247,747 284,274 183,750
Amount 3,251,983 4,540,678 3,633,913
Medical and dental
expense: Number 49,861 29,940 11,353
Amount 213,066 170,251 82,149
Taxes paid: Number 247,857 284,490 183,804
Amount 929,438 1,559,415 1,376,953
Interest paid: Number 199,983 246,486 163,225
Amount 1,342,391 1,926,433 1,510,494
Contributions: Number 220,442 261,631 174,350
Amount 447,492 590,939 471,867
Taxable income: Number 471,342 358,429 198,620
Amount 11,505,681 14,669,173 11,879,925
Total tax credits:[8]
Number 160,754 147,333 99,998
Amount 145,530 151,223 101,519
Child care credit: Number 35,403 34,444 25,506
Amount 17,301 16,780 12,910
Earned income credit:[9]
Number 1,324 -- --
Amount 82 -- --
Excess earned income
credit
(refundable):[10]
Number 394 -- --
Amount 24 -- --
Income tax:[11] Number 459,911 357,137 198,571
Amount 1,687,424 2,374,687 2,179,958
Total tax liability:[12]
Number 463,444 357,706 198,651
Amount 1,773,443 2,476,238 2,258,875
Tax due at time of
filing:[13] Number 101,094 90,042 66,918
Amount 128,722 164,538 165,477
Overpayments:[14] Number 363,864 258,969 124,933
Amount 605,314 596,276 333,480
MASSACHUSETTS
Number of returns 583,905 432,543 233,433
Number of joint returns 198,184 287,892 190,554
Number with paid
preparer's
signature 313,900 261,131 139,991
Number of exemptions[3] 1,081,237 1,073,471 653,808
Adjusted gross income
(AGI)[4] 22,837,672 26,557,775 20,091,666
Salaries and wages in
AGI:[5] Number 526,221 396,389 216,560
Amount 18,660,643 21,400,345 16,230,136
Taxable interest: Number 396,094 364,293 214,224
Amount 555,067 598,993 393,786
Tax-exempt interest:[6]
Number 17,530 22,342 17,376
Amount 77,160 113,166 92,628
Dividends: Number 150,069 163,125 116,070
Amount 286,616 380,966 322,832
Business or profession
net income
(less loss):
Number 76,695 74,218 44,513
Amount 837,821 974,265 761,008
Number of farm returns 784 834 424
Net capital gain
(less loss) in AGI:
Number 121,471 136,472 100,508
Amount 377,548 640,651 697,161
Taxable Individual
Retirement
Arrangements
distributions:
Number 44,742 42,927 25,548
Amount 290,062 382,577 310,477
Pensions and annuities in
AGI: Number 97,460 83,834 43,860
Amount 1,309,977 1,326,533 794,063
Social Security benefits
in AGI: Number 73,759 56,604 24,867
Amount 384,773 580,324 301,184
Total statutory
adjustments: Number 133,998 107,228 50,524
Amount 243,407 240,724 177,626
Self-employment
retirement
plans:[6] Number 5,005 7,670 7,203
Amount 19,528 36,059 43,703
Total itemized
deductions:[7]
Number 212,637 288,255 202,024
Amount 2,572,226 4,068,375 3,454,698
Medical and dental
expense: Number 37,445 25,139 9,341
Amount 270,782 155,658 75,116
Taxes paid: Number 213,140 288,772 202,105
Amount 856,519 1,596,035 1,481,030
Interest paid: Number 175,864 249,371 174,316
Amount 1,061,401 1,723,668 1,390,353
Contributions: Number 189,527 267,573 191,077
Amount 215,745 357,207 318,575
Taxable income: Number 581,127 431,588 233,166
Amount 15,389,937 18,661,551 14,644,926
Total tax credits:[8]
Number 170,637 182,332 119,173
Amount 150,449 188,655 119,644
Child care credit: Number 22,670 30,594 22,623
Amount 9,057 12,780 10,102
Earned income credit:[9]
Number 1,021 -- --
Amount 66 -- --
Excess earned income
credit
(refundable):[10]
Number 247 -- --
Amount 19 -- --
Income tax:[11] Number 572,548 430,785 233,166
Amount 2,341,394 3,063,765 2,746,664
Total tax liability:[12]
Number 576,274 431,224 233,223
Amount 2,491,167 3,238,713 2,875,628
Tax due at time of
filing:[13] Number 132,802 118,170 82,343
Amount 187,250 249,831 243,388
Overpayments:[14] Number 435,125 299,149 141,332
Amount 696,411 705,942 407,419
MICHIGAN
Number of returns 812,119 664,886 344,135
Number of joint returns 364,831 477,983 294,671
Number with paid
preparer's
signature 468,793 405,451 207,175
Number of exemptions[3] 1,734,939 1,767,108 1,006,052
Adjusted gross income
(AGI)[4] 31,898,715 40,810,838 29,581,259
Salaries and wages in
AGI:[5] Number 736,247 617,091 323,172
Amount 25,829,120 33,629,244 24,488,938
Taxable interest: Number 488,740 510,792 299,376
Amount 729,531 779,062 523,846
Tax-exempt interest:[6]
Number 21,836 27,256 19,726
Amount 92,755 124,577 101,918
Dividends: Number 190,912 226,454 158,036
Amount 386,896 504,806 405,538
Business or profession
net income
(less loss):
Number 103,588 98,293 52,899
Amount 741,017 849,184 627,463
Number of farm returns 10,371 9,514 4,417
Net capital gain
(less loss) in AGI:
Number 155,336 183,332 129,940
Amount 519,249 841,462 822,662
Taxable Individual
Retirement
Arrangements
distributions:
Number 61,559 60,963 36,461
Amount 437,436 583,371 459,305
Pensions and annuities in
AGI: Number 162,557 137,499 70,695
Amount 2,330,218 2,238,528 1,342,640
Social Security benefits
in AGI: Number 110,157 82,237 37,464
Amount 616,014 918,196 488,822
Total statutory
adjustments: Number 151,620 131,567 55,915
Amount 239,719 241,834 164,919
Self-employment
retirement
plans:[6] Number 3,628 5,871 5,360
Amount 12,948 25,741 30,917
Total itemized
deductions:[7]
Number 308,519 432,752 289,421
Amount 3,381,804 5,625,663 4,528,091
Medical and dental
expense: Number 38,137 22,720 7,570
Amount 230,121 124,619 55,576
Taxes paid: Number 310,129 434,238 289,962
Amount 996,040 1,936,866 1,726,132
Interest paid: Number 270,842 394,142 264,773
Amount 1,474,849 2,437,226 1,873,355
Contributions: Number 261,207 390,596 273,419
Amount 435,669 754,662 645,725
Taxable income: Number 809,019 664,283 343,959
Amount 20,801,069 28,848,750 21,925,099
Total tax credits:[8]
Number 297,571 309,196 181,169
Amount 273,010 323,198 181,593
Child care credit: Number 40,353 49,780 30,602
Amount 15,848 20,461 13,169
Earned income credit:[9]
Number 2,269 -- --
Amount 140 -- --
Excess earned income
credit
(refundable):[10]
Number 619 -- --
Amount 40 -- --
Income tax:[11] Number 793,519 662,941 343,926
Amount 3,031,563 4,616,432 4,101,115
Total tax liability:[12]
Number 798,524 663,467 343,989
Amount 3,194,875 4,801,544 4,228,118
Tax due at time of
filing:[13] Number 161,911 147,572 102,796
Amount 217,750 293,683 276,930
Overpayments:[14] Number 628,827 497,305 229,014
Amount 1,080,086 1,221,674 666,624
MINNESOTA
Number of returns 456,860 360,681 169,203
Number of joint returns 207,476 283,857 150,300
Number with paid
preparer's
signature 259,127 217,760 98,568
Number of exemptions[3] 970,133 1,005,797 509,584
Adjusted gross income
(AGI)[4] 17,924,719 22,108,170 14,493,474
Salaries and wages in
AGI:[5] Number 413,539 333,244 157,859
Amount 14,533,115 17,866,173 11,608,598
Taxable interest: Number 288,924 286,263 149,498
Amount 396,544 414,547 254,262
Tax-exempt interest:[6]
Number 15,988 19,459 13,769
Amount 92,251 80,124 61,629
Dividends: Number 129,421 144,921 91,750
Amount 191,579 246,166 195,098
Business or profession
net income
(less loss):
Number 73,888 67,621 31,830
Amount 553,260 635,482 427,832
Number of farm returns 19,964 14,561 5,077
Net capital gain
(less loss) in AGI:
Number 104,678 116,408 75,629
Amount 317,664 492,806 457,642
Taxable Individual
Retirement
Arrangements
distributions:
Number 38,153 37,204 21,008
Amount 244,594 318,549 243,114
Pensions and annuities in
AGI: Number 77,934 69,252 32,741
Amount 1,035,516 1,154,038 661,112
Social Security benefits
in AGI: Number 58,598 43,302 17,648
Amount 307,010 449,846 217,701
Total statutory
adjustments: Number 121,735 100,098 34,808
Amount 201,466 191,306 115,547
Self-employment
retirement
plans:[6] Number 3,954 6,448 4,923
Amount 13,589 27,469 28,268
Total itemized
deductions:[7]
Number 203,197 268,382 155,710
Amount 2,222,457 3,594,865 2,625,918
Medical and dental
expense: Number 34,625 23,004 7,023
Amount 163,427 120,070 43,106
Taxes paid: Number 203,576 268,746 155,796
Amount 668,970 1,300,126 1,081,273
Interest paid: Number 178,297 242,864 139,920
Amount 1,003,399 1,564,231 1,044,040
Contributions: Number 176,334 248,946 149,491
Amount 239,298 414,906 333,451
Taxable income: Number 454,776 360,228 169,100
Amount 11,538,504 15,139,692 10,382,852
Total tax credits:[8]
Number 160,666 178,788 94,713
Amount 156,611 200,971 100,182
Child care credit: Number 31,930 41,063 19,242
Amount 11,717 16,558 7,755
Earned income credit:[9]
Number 953 -- --
Amount 57 -- --
Excess earned income
credit
(refundable):[10]
Number 242 -- --
Amount 14 -- --
Income tax:[11] Number 444,770 359,336 169,066
Amount 1,665,319 2,318,370 1,881,813
Total tax liability:[12]
Number 449,082 359,759 169,118
Amount 1,796,308 2,464,037 1,970,095
Tax due at time of
filing:[13] Number 123,691 106,772 68,136
Amount 182,196 233,593 200,409
Overpayments:[14] Number 320,966 242,944 95,009
Amount 459,140 469,291 217,820
MISSISSIPPI
Number of returns 190,740 119,151 45,482
Number of joint returns 110,318 100,544 41,185
Number with paid
preparer's
signature 114,262 74,923 29,164
Number of exemptions[3] 461,018 334,264 132,169
Adjusted gross income
(AGI)[4] 7,408,515 7,243,314 3,881,662
Salaries and wages in
AGI:[5] Number 174,409 109,329 41,188
Amount 6,205,046 5,871,089 2,958,413
Taxable interest: Number 89,104 81,004 37,358
Amount 153,286 153,926 94,615
Tax-exempt interest:[6]
Number 2,905 3,413 2,369
Amount 17,030 21,782 16,845
Dividends: Number 31,265 34,037 19,945
Amount 51,887 69,327 54,498
Business or profession
net income
(less loss):
Number 28,376 21,170 9,255
Amount 206,878 203,423 135,406
Number of farm returns 8,240 7,407 3,365
Net capital gain
(less loss) in AGI:
Number 26,316 28,071 16,814
Amount 91,944 43,990 135,730
Taxable Individual
Retirement
Arrangements
distributions:
Number 10,190 9,367 4,786
Amount 70,252 89,214 65,326
Pensions and annuities in
AGI: Number 36,843 29,270 12,378
Amount 479,688 467,077 255,709
Social Security benefits
in AGI: Number 23,092 15,966 6,497
Amount 114,618 62,384 80,550
Total statutory
adjustments: Number 37,564 28,612 10,653
Amount 58,822 55,122 32,444
Self-employment
retirement
plans:[6] Number 526 899 740
Amount 1,828 4,089 4,475
Total itemized
deductions:[7]
Number 56,315 65,947 35,279
Amount 641,719 857,146 556,066
Medical and dental
expense: Number 17,194 11,075 3,266
Amount 70,541 46,063 17,180
Taxes paid: Number 56,246 66,044 35,315
Amount 109,015 194,792 149,336
Interest paid: Number 46,695 58,115 31,084
Amount 238,438 333,304 203,886
Contributions: Number 47,895 68,996 32,794
Amount 125,233 184,410 127,404
Taxable income: Number 189,989 118,986 45,434
Amount 4,659,706 5,096,822 2,891,820
Total tax credits:[8]
Number 80,505 57,350 22,670
Amount 71,962 56,631 21,744
Child care credit: Number 15,072 13,850 4,940
Amount 6,065 5,891 2,134
Earned income credit:[9]
Number 850 -- --
Amount 51 -- --
Excess earned income
credit
(refundable):[10]
Number 191 -- --
Amount 12 -- --
Income tax:[11] Number 186,921 118,831 45,421
Amount 646,999 784,205 537,315
Total tax liability:[12]
Number 188,032 118,935 45,441
Amount 695,813 831,758 566,281
Tax due at time of
filing:[13] Number 46,124 36,207 20,153
Amount 66,770 79,703 68,578
Overpayments:[14] Number 140,068 79,060 23,228
Amount 219,685 160,563 56,972
MISSOURI
Number of returns 469,868 331,220 142,349
Number of joint returns 256,859 264,311 126,074
Number with paid
preparer's
signature 296,434 211,678 87,952
Number of exemptions[3] 1,067,601 907,185 416,689
Adjusted gross income
(AGI)[4] 18,374,485 20,209,301 12,181,398
Salaries and wages in
AGI:[5] Number 420,748 301,502 129,968
Amount 14,894,298 16,204,718 9,528,747
Taxable interest: Number 275,485 251,219 122,749
Amount 510,725 499,623 292,400
Tax-exempt interest:[6]
Number 14,156 16,411 11,096
Amount 74,328 95,977 68,679
Dividends: Number 117,663 125,392 73,706
Amount 216,085 281,849 215,475
Business or profession
net income
(less loss):
Number 72,339 57,082 25,803
Amount 514,440 527,794 360,079
Number of farm returns 25,003 17,356 6,328
Net capital gain
(less loss) in AGI:
Number 100,023 104,166 61,731
Amount 322,422 488,734 427,154
Taxable Individual
Retirement
Arrangements
distributions:
Number 37,452 35,080 18,755
Amount 254,711 327,701 243,110
Pensions and annuities in
AGI: Number 96,162 76,478 34,355
Amount 1,237,803 1,168,876 630,216
Social Security benefits
in AGI: Number 66,282 46,091 18,613
Amount 340,949 479,061 229,266
Total statutory
adjustments: Number 104,561 80,590 28,958
Amount 163,531 149,282 90,788
Self-employment
retirement
plans:[6] Number 2,159 3,440 2,892
Amount 7,738 15,248 16,526
Total itemized
deductions:[7]
Number 158,650 205,023 117,967
Amount 1,712,937 2,592,923 1,817,999
Medical and dental
expense: Number 30,014 19,054 6,127
Amount 160,492 107,966 44,672
Taxes paid: Number 159,082 205,613 118,132
Amount 428,449 810,991 648,264
Interest paid: Number 136,939 185,438 106,361
Amount 738,448 1,127,027 735,207
Contributions: Number 127,957 177,802 108,608
Amount 231,331 364,239 271,968
Taxable income: Number 467,962 330,824 142,247
Amount 11,775,495 14,258,385 9,050,314
Total tax credits:[8]
Number 183,161 159,795 75,330
Amount 168,374 164,158 74,598
Child care credit: Number 34,151 35,869 16,029
Amount 12,619 14,731 6,918
Earned income credit:[9]
Number 1,542 -- --
Amount 94 -- --
Excess earned income
credit
(refundable):[10]
Number 361 -- --
Amount 22 -- --
Income tax:[11] Number 459,719 330,357 142,227
Amount 1,674,615 2,216,093 1,678,806
Total tax liability:[12]
Number 462,647 330,590 142,271
Amount 1,790,985 2,333,855 1,752,736
Tax due at time of
filing:[13] Number 107,876 89,388 55,102
Amount 150,484 189,103 165,531
Overpayments:[14] Number 348,147 230,114 80,966
Amount 559,131 499,437 206,887
MONTANA
Number of returns 74,934 47,176 15,944
Number of joint returns 49,901 40,133 14,188
Number with paid
preparer's
signature 49,186 31,994 11,163
Number of exemptions[3] 189,608 134,083 45,958
Adjusted gross income
(AGI)[4] 2,928,813 2,859,587 1,359,018
Salaries and wages in
AGI:[5] Number 64,750 41,041 13,368
Amount 2,185,307 2,057,896 869,176
Taxable interest: Number 52,867 39,958 14,699
Amount 96,669 94,523 53,520
Tax-exempt interest:[6]
Number 3,679 3,846 2,231
Amount 18,858 21,698 15,609
Dividends: Number 24,000 21,523 9,706
Amount 44,909 51,406 34,939
Business or profession
net income
(less loss):
Number 16,879 11,056 3,940
Amount 122,263 105,757 61,036
Number of farm returns 4,761 3,099 1,130
Net capital gain
(less loss) in AGI:
Number 21,873 19,518 9,014
Amount 96,621 131,576 102,036
Taxable Individual
Retirement
Arrangements
distributions:
Number 6,430 5,436 2,413
Amount 43,533 50,210 33,768
Pensions and annuities in
AGI: Number 15,606 11,386 4,257
Amount 217,706 196,915 87,420
Social Security benefits
in AGI: Number 11,143 7,524 2,907
Amount 57,625 77,972 36,057
Total statutory
adjustments: Number 24,001 15,180 4,742
Amount 44,702 35,751 19,307
Self-employment
retirement
plans:[6] Number 763 930 648
Amount 2,846 4,368 4,485
Total itemized
deductions:[7]
Number 33,052 32,768 13,489
Amount 367,947 426,838 215,526
Medical and dental
expense: Number 9,854 5,304 1,431
Amount 41,653 24,558 8,027
Taxes paid: Number 33,120 32,790 13,501
Amount 102,099 149,470 87,822
Interest paid: Number 27,656 28,598 11,283
Amount 152,601 173,546 77,106
Contributions: Number 26,877 29,020 12,525
Amount 38,275 49,336 29,443
Taxable income: Number 74,528 47,104 15,927
Amount 1,766,684 1,964,702 1,000,218
Total tax credits:[8]
Number 32,743 23,428 8,236
Amount 31,261 24,962 8,221
Child care credit: Number 6,131 4,710 1,209
Amount 1,981 1,623 423
Earned income credit:[9]
Number 252 -- --
Amount 16 -- --
Excess earned income
credit
(refundable):[10]
Number 63 -- --
Amount 4 -- --
Income tax:[11] Number 72,255 47,009 15,924
Amount 239,249 293,452 181,482
Total tax liability:[12]
Number 73,215 47,062 15,927
Amount 268,057 318,506 195,173
Tax due at time of
filing:[13] Number 22,183 16,074 7,524
Amount 37,238 40,976 30,367
Overpayments:[14] Number 49,400 28,405 7,059
Amount 73,803 56,997 18,187
NEBRASKA
Number of returns
Number of joint returns 90,870 92,322 39,488
Number with paid
preparer's
signature 95,536 69,829 27,508
Number of exemptions[3] 367,287 319,130 132,670
Adjusted gross income
(AGI)[4] 5,941,874 6,669,340 3,729,577
Salaries and wages in
AGI:[5] Number 135,430 99,462 39,417
Amount 4,721,877 5,207,291 2,779,314
Taxable interest: Number 99,561 89,294 39,632
Amount 185,542 183,550 104,690
Tax-exempt interest:[6]
Number 6,140 7,017 4,389
Amount 30,739 37,822 25,797
Dividends: Number 43,558 46,187 24,755
Amount 66,814 80,845 62,160
Business or profession
net income
(less loss):
Number 26,941 20,880 8,856
Amount 175,720 175,214 114,389
Number of farm returns 12,174 8,051 2,759
Net capital gain
(less loss) in AGI:
Number 40,528 41,669 22,698
Amount 138,854 198,127 163,364
Taxable Individual
Retirement
Arrangements
distributions:
Number 13,349 12,381 5,998
Amount 82,736 103,054 68,431
Pensions and annuities in
AGI: Number 26,215 21,963 9,623
Amount 288,988 303,882 170,172
Social Security benefits
in AGI: Number 22,281 15,640 6,203
Amount 120,480 168,795 79,955
Total statutory
adjustments: Number 43,800 33,201 10,809
Amount 75,146 67,025 37,299
Self-employment
retirement
plans:[6] Number 1,128 1,731 1,287
Amount 3,905 7,510 7,545
Total itemized
deductions:[7]
Number 46,723 64,783 36,073
Amount 511,786 820,003 568,765
Medical and dental
expense: Number 10,643 6,915 2,091
Amount 66,331 43,961 16,325
Taxes paid: Number 46,516 64,772 36,056
Amount 146,814 290,827 230,130
Interest paid: Number 38,221 57,204 31,499
Amount 192,299 324,611 201,380
Contributions: Number 39,909 59,356 34,488
Amount 65,704 110,706 87,325
Taxable income: Number 150,840 109,401 43,603
Amount 3,750,988 4,660,561 2,743,302
Total tax credits:[8]
Number 64,446 57,849 24,662
Amount 63,682 64,478 25,785
Child care credit: Number 15,210 15,403 5,362
Amount 5,805 6,497 2,235
Earned income credit:[9]
Number 415 -- --
Amount 24 -- --
Excess earned income
credit
(refundable):[10]
Number 118 -- --
Amount 7 -- --
Income tax:[11] Number 147,161 109,220 43,600
Amount 518,930 699,367 498,200
Total tax liability:[12]
Number 148,699 109,308 43,613
Amount 569,406 749,878 527,335
Tax due at time of
filing:[13] Number 41,038 33,651 18,473
Amount 71,566 93,931 73,374
Overpayments:[14] Number 105,170 71,608 22,950
Amount 157,776 141,951 55,069
NEVADA
Number of returns 185,460 125,604 54,445
Number of joint returns 81,078 89,927 45,425
Number with paid
preparer's
signature 103,260 74,839 33,059
Number of exemptions[3] 397,425 325,150 149,136
Adjusted gross income
(AGI)[4] 7,253,574 7,652,512 4,662,557
Salaries and wages in
AGI:[5] Number 167,766 113,716 48,837
Amount 6,016,563 6,102,305 3,568,656
Taxable interest: Number 86,176 79,917 42,060
Amount 135,884 154,600 110,529
Tax-exempt interest:[6]
Number 3,717 4,278 3,035
Amount 28,126 29,745 26,589
Dividends: Number 33,953 36,227 22,342
Amount 69,574 88,958 71,885
Business or profession
net income
(less loss):
Number 21,173 18,980 9,577
Amount 141,913 168,136 123,111
Number of farm returns 705 751 412
Net capital gain
(less loss) in AGI:
Number 29,772 31,980 20,191
Amount 85,229 145,956 149,876
Taxable Individual
Retirement
Arrangements
distributions:
Number 11,278 11,148 6,196
Amount 86,780 119,684 92,434
Pensions and annuities in
AGI: Number 35,107 31,426 15,533
Amount 530,600 597,271 358,559
Social Security benefits
in AGI: Number 22,898 17,774 7,696
Amount 115,240 171,776 86,610
Total statutory
adjustments: Number 31,058 25,424 10,865
Amount 56,635 59,600 36,037
Self-employment
retirement
plans:[6] Number 699 1,037 836
Amount 2,967 5,361 5,427
Total itemized
deductions:[7]
Number 73,598 79,218 42,318
Amount 930,918 1,127,783 737,737
Medical and dental
expense: Number 12,135 8,281 2,853
Amount 49,011 37,928 16,715
Taxes paid: Number 71,108 77,763 41,774
Amount 150,136 135,038 93,293
Interest paid: Number 66,600 74,014 39,958
Amount 525,117 668,335 421,328
Contributions: Number 61,406 69,999 39,031
Amount 83,834 123,032 91,249
Taxable income: Number 184,428 125,348 54,344
Amount 4,629,908 5,329,817 3,445,582
Total tax credits:[8]
Number 64,800 52,775 24,435
Amount 59,687 54,457 24,371
Child care credit: Number 11,999 12,287 6,260
Amount 5,560 5,752 3,057
Earned income credit:[9]
Number 611 -- --
Amount 38 -- --
Excess earned income
credit
(refundable):[10]
Number 195 -- --
Amount 12 -- --
Income tax:[11] Number 180,544 125,059 54,329
Amount 676,175 856,920 652,175
Total tax liability:[12]
Number 181,623 125,201 54,362
Amount 708,945 895,176 677,709
Tax due at time of
filing:[13] Number 44,533 36,996 21,899
Amount 59,858 77,352 69,176
Overpayments:[14] Number 136,733 84,729 30,182
Amount 217,400 186,725 80,152
NEW HAMPSHIRE
Number of returns 116,215 92,117 45,346
Number of joint returns 54,740 72,319 39,349
Number with paid
preparer's
signature 58,905 49,072 23,876
Number of exemptions(3) 244,105 249,567 132,630
Adjusted gross income
(AGI)(4) 4,561,668 5,645,624 3,894,593
Salaries and wages in
AGI:(5) Number 105,050 84,526 41,871
Amount 3,714,165 4,573,949 3,123,064
Taxable interest: Number 78,258 78,000 42,223
Amount 95,937 105,627 71,269
Tax-exempt interest:(6)
Number 3,152 3,954 2,978
Amount 15,324 23,289 19,862
Dividends: Number 29,246 33,718 22,996
Amount 61,051 85,320 68,435
Business or profession
net income
(less loss):
Number 19,243 16,902 8,598
Amount 216,281 230,852 154,535
Number of farm returns 404 371 232
Net capital gain
(less loss) in AGI:
Number 24,747 28,838 20,176
Amount 82,325 140,887 143,064
Taxable Individual
Retirement
Arrangements
distributions:
Number 8,524 8,830 5,003
Amount 58,424 82,310 66,594
Pensions and annuities in
AGI: Number 20,107 18,670 9,433
Amount 260,158 294,603 180,500
Social Security benefits
in AGI: Number 14,429 11,291 4,900
Amount 75,909 117,590 60,522
Total statutory
adjustments: Number 28,843 25,132 10,065
Amount 53,720 56,442 37,027
Self-employment
retirement
plans:(6) Number 1,089 1,637 1,283
Amount 4,136 7,652 8,176
Total itemized
deductions:(7)
Number 38,562 53,822 35,275
Amount 432,727 689,034 533,063
Medical and dental
expense: Number 6,775 4,704 1,638
Amount 36,030 27,685 12,685
Taxes paid: Number 38,439 53,875 35,298
Amount 129,166 226,391 187,620
Interest paid: Number 34,403 49,874 32,714
Amount 208,173 336,120 248,738
Contributions: Number 31,766 47,585 32,753
Amount 34,041 59,891 55,146
Taxable income: Number 115,715 91,964 45,317
Amount 3,006,274 4,015,359 2,929,266
Total tax credits:(8)
Number 41,079 44,204 24,495
Amount 38,143 47,246 25,421
Child care credit: Number 6,347 9,143 5,201
Amount 2,538 4,047 2,377
Earned income credit:(9)
Number 238 -- --
Amount 14 -- --
Excess earned income
credit
(refundable):(10)
Number 52 -- --
Amount 3 -- --
Income tax:(11) Number 113,893 91,850 45,312
Amount 438,683 630,326 548,761
Total tax liability:(12)
Number 114,692 91,912 45,318
Amount 477,206 672,786 575,841
Tax due at time of
filing:(13) Number 25,575 24,621 17,586
Amount 39,725 52,941 51,704
Overpayments:(14) Number 87,043 64,103 25,793
Amount 143,208 141,707 66,876
NEW JERSEY
Number of returns 712,783 553,154 325,890
Number of joint returns 237,062 338,222 259,587
Number with paid
preparer's
signature 419,039 350,755 206,638
Number of exemptions(3) 1,373,881 1,344,089 914,769
Adjusted gross income
(AGI)(4) 27,900,749 34,065,114 28,115,506
Salaries and wages in
AGI:(5) Number 634,363 499,425 300,807
Amount 22,742,237 27,288,731 22,804,645
Taxable interest: Number 446,668 436,996 284,388
Amount 757,794 854,464 604,129
Tax-exempt interest:(6)
Number 25,113 33,294 26,239
Amount 163,397 227,223 203,318
Dividends: Number 201,436 232,561 176,295
Amount 446,268 604,713 504,674
Business or profession
net income
(less loss):
Number 73,472 75,312 51,782
Amount 755,239 875,200 727,462
Number of farm returns 1,385 1,604 1,128
Net capital gain
(less loss) in AGI:
Number 156,756 186,728 144,598
Amount 416,569 719,619 786,862
Taxable Individual
Retirement
Arrangements
distributions:
Number 54,874 57,022 37,023
Amount 376,838 534,521 470,424
Pensions and annuities in
AGI: Number 126,512 119,063 70,798
Amount 1,661,070 1,929,581 1,331,843
Social Security benefits
in AGI: Number 101,400 86,025 42,472
Amount 605,352 977,811 570,714
Total statutory
adjustments: Number 132,471 110,889 61,999
Amount 248,354 263,734 205,766
Self-employment
retirement
plans:(6) Number 3,933 6,370 6,392
Amount 16,141 31,804 40,271
Total itemized
deductions:(7)
Number 289,128 374,232 276,134
Amount 3,687,893 5,618,742 4,964,504
Medical and dental
expense: Number 73,939 49,458 20,568
Amount 311,020 241,860 119,458
Taxes paid: Number 290,304 375,582 276,653
Amount 1,218,943 2,051,191 1,950,919
Interest paid: Number 220,200 312,306 238,304
Amount 1,368,577 2,213,589 1,929,954
Contributions: Number 264,414 353,527 265,542
Amount 396,567 612,468 556,421
Taxable income: Number 707,590 551,778 325,532
Amount 18,186,342 23,690,226 20,339,497
Total tax credits:(8)
Number 225,899 223,915 164,697
Amount 203,083 229,402 163,985
Child care credit: Number 38,932 38,028 31,500
Amount 18,620 17,394 15,034
Earned income credit:(9)
Number 1,713 -- --
Amount 105 -- --
Excess earned income
credit
(refundable):(10)
Number 444 -- --
Amount 28 -- --
Income tax:(11) Number 693,187 550,307 325,494
Amount 2,734,798 3,947,131 3,836,897
Total tax liability:(12)
Number 698,617 551,099 325,591
Amount 2,880,874 4,118,706 3,972,179
Tax due at time of
filing:(13) Number 150,511 140,389 104,147
Amount 205,870 287,235 288,951
Overpayments:(14) Number 541,014 391,939 207,921
Amount 936,365 989,107 624,903
NEW MEXICO
Number of returns 130,510 82,901 35,172
Number of joint returns 71,847 63,832 29,994
Number with paid
preparer's
signature 68,253 43,595 18,254
Number of exemptions(3) 311,790 224,556 99,165
Adjusted gross income
(AGI)(4) 5,072,523 5,045,536 3,014,218
Salaries and wages in
AGI:(5) Number 114,817 72,531 30,544
Amount 4,040,242 3,823,631 2,178,072
Taxable interest: Number 74,730 63,036 31,111
Amount 114,114 123,443 78,213
Tax-exempt interest:(6)
Number 3,813 4,597 3,451
Amount 21,292 26,552 21,629
Dividends: Number 29,091 30,060 18,255
Amount 59,727 76,467 61,917
Business or profession
net income
(less loss):
Number 20,458 15,604 7,471
Amount 130,526 137,671 93,598
Number of farm returns 2,845 2,242 1,057
Net capital gain
(less loss) in AGI:
Number 24,585 25,414 15,808
Amount 88,148 137,368 137,401
Taxable Individual
Retirement
Arrangements
distributions:
Number 9,315 8,705 4,828
Amount 65,816 85,725 66,272
Pensions and annuities in
AGI: Number 28,268 22,702 10,481
Amount 450,952 466,218 270,279
Social Security benefits
in AGI: Number 17,140 12,893 5,571
Amount 86,800 129,687 67,101
Total statutory
adjustments: Number 27,362 19,790 7,851
Amount 45,053 41,202 25,548
Self-employment
retirement
plans:(6) Number 768 967 800
Amount 3,057 4,721 5,008
Total itemized
deductions:(7)
Number 46,503 50,095 28,341
Amount 536,429 680,413 468,095
Medical and dental
expense: Number 9,729 6,067 2,079
Amount 42,694 30,618 12,805
Taxes paid: Number 46,152 49,988 28,330
Amount 97,260 162,936 140,705
Interest paid: Number 41,355 45,577 25,407
Amount 279,983 343,374 216,576
Contributions: Number 36,818 42,836 25,665
Amount 56,942 84,625 65,709
Taxable income: Number 129,859 82,770 35,132
Amount 3,148,109 3,524,592 2,226,678
Total tax credits:(8)
Number 53,740 37,721 17,022
Amount 48,197 37,034 15,899
Child care credit: Number 7,548 6,614 2,922
Amount 2,893 2,768 1,252
Earned income credit:(9)
Number 595 -- --
Amount 35 -- --
Excess earned income
credit
(refundable):(10)
Number 173 -- --
Amount 10 -- --
Income tax:(11) Number 126,850 82,620 35,125
Amount 442,403 553,736 416,317
Total tax liability:(12)
Number 127,654 82,709 35,145
Amount 472,931 584,484 435,781
Tax due at time of
filing:(13) Number 32,434 24,993 14,437
Amount 43,640 54,201 46,454
Overpayments:(14) Number 94,164 54,376 18,603
Amount 144,261 111,415 47,594
NEW YORK
Number of returns 1,554,621 1,072,956 537,988
Number of joint returns 549,310 641,549 405,087
Number with paid
preparer's
signature 959,836 714,286 366,735
Number of exemptions(3) 3,140,254 2,612,981 1,463,126
Adjusted gross income
(AGI)(4) 60,593,009 65,607,191 46,269,672
Salaries and wages in
AGI:(5) Number 1,403,575 971,612 490,999
Amount 50,258,609 52,643,081 36,547,133
Taxable interest: Number 1,015,537 891,097 491,443
Amount 1,490,772 1,621,538 1,098,854
Tax-exempt interest:(6)
Number 56,335 69,624 51,766
Amount 346,104 461,508 398,636
Dividends: Number 410,023 435,703 288,310
Amount 797,279 1,034,903 645,877
Business or profession
net income
(less loss):
Number 178,197 155,030 91,593
Amount 1,409,394 1,499,625 1,233,995
Number of farm returns 6,078 4,597 2,084
Net capital gain
(less loss) in AGI:
Number 336,157 361,918 245,139
Amount 977,714 1,530,068 1,540,181
Taxable Individual
Retirement
Arrangements
distributions:
Number 111,907 108,103 64,623
Amount 751,676 992,532 803,492
Pensions and annuities in
AGI: Number 264,991 231,280 123,085
Amount 3,639,670 4,086,451 2,672,235
Social Security benefits
in AGI: Number 197,873 158,340 75,753
Amount 1,167,158 1,800,688 1,023,048
Total statutory
adjustments: Number 319,207 225,134 103,508
Amount 552,080 494,825 355,962
Self-employment
retirement
plans:(6) Number 10,084 14,033 13,203
Amount 42,521 73,595 85,868
Total itemized
deductions:(7)
Number 666,304 775,153 479,197
Amount 8,370,624 11,429,539 8,754,928
Medical and dental
expense: Number 136,252 79,447 30,137
Amount 620,441 431,588 223,369
Taxes paid: Number 667,251 775,975 479,279
Amount 2,809,333 4,682,507 3,988,772
Interest paid: Number 413,483 551,107 364,277
Amount 2,415,245 3,532,223 2,616,113
Contributions: Number 620,749 734,939 461,933
Amount 1,078,404 1,393,731 1,059,927
Taxable income: Number 1,543,942 1,070,313 537,081
Amount 38,720,581 45,205,774 33,139,358
Total tax credits:(8)
Number 537,969 442,075 260,820
Amount 493,946 464,132 262,428
Child care credit: Number 90,267 73,825 44,738
Amount 44,267 33,890 20,793
Earned income credit:(9)
Number 4,540 -- --
Amount 277 -- --
Excess earned income
credit
(refundable):(10)
Number 1,322 -- --
Amount 79 -- --
Income tax:(11) Number 1,508,788 1,067,001 537,039
Amount 5,697,008 7,468,282 6,275,041
Total tax liability:(12)
Number 1,519,171 1,068,515 537,299
Amount 5,985,908 7,776,088 6,505,862
Tax due at time of
filing:(13) Number 314,363 265,000 171,322
Amount 436,394 569,718 517,341
Overpayments:(14) Number 1,195,515 766,084 339,560
Amount 2,107,167 1,940,505 1,044,950
NORTH CAROLINA
Number of returns 651,920 452,682 198,437
Number of joint returns 344,963 367,558 176,026
Number with paid
preparer's
signature 381,519 273,674 116,415
Number of exemptions(3) 1,434,215 1,191,679 555,629
Adjusted gross income
(AGI)(4) 25,439,507 27,628,908 17,005,126
Salaries and wages in
AGI:(5) Number 594,488 414,685 180,472
Amount 21,007,127 22,160,551 13,135,628
Taxable interest: Number 368,513 343,632 174,159
Amount 479,037 514,743 336,468
Tax-exempt interest:(6)
Number 14,464 18,273 13,531
Amount 79,917 102,803 114,758
Dividends: Number 140,361 155,057 99,336
Amount 261,643 354,000 298,365
Business or profession
net income
(less loss):
Number 100,470 80,881 38,021
Amount 727,214 740,608 498,453
Number of farm returns 10,984 9,677 4,464
Net capital gain
(less loss) in AGI:
Number 108,687 121,390 81,583
Amount 356,611 586,666 584,752
Taxable Individual
Retirement
Arrangements
distributions:
Number 45,362 43,758 24,533
Amount 322,782 426,718 335,097
Pensions and annuities in
AGI: Number 130,659 112,536 52,349
Amount 1,668,970 1,825,875 1,113,071
Social Security benefits
in AGI: Number 82,013 61,287 26,887
Amount 426,714 655,893 346,586
Total statutory
adjustments: Number 133,247 106,109 43,004
Amount 215,700 206,215 132,432
Self-employment
retirement
plans:(6) Number 2,827 4,383 3,914
Amount 10,137 19,308 22,175
Total itemized
deductions:(7)
Number 277,078 322,276 176,106
Amount 3,264,684 4,507,965 3,083,971
Medical and dental
expense: Number 64,389 40,285 12,690
Amount 267,741 181,585 80,029
Taxes paid: Number 277,151 322,589 176,184
Amount 815,967 1,425,505 1,104,348
Interest paid: Number 240,692 290,861 158,344
Amount 1,404,083 1,907,297 1,229,850
Contributions: Number 234,204 287,630 164,688
Amount 494,013 712,242 507,597
Taxable income: Number 648,156 451,724 198,174
Amount 15,956,278 18,974,665 12,248,912
Total tax credits:(8)
Number 241,667 204,596 99,231
Amount 212,893 199,043 93,301
Child care credit: Number 49,421 53,407 23,388
Amount 19,234 22,480 10,141
Earned income credit:(9)
Number 2,038 -- --
Amount 127 -- --
Excess earned income
credit
(refundable):(10)
Number 449 -- --
Amount 27 -- --
Income tax:(11) Number 637,192 450,993 198,145
Amount 2,281,771 2,942,826 2,253,481
Total tax liability:(12)
Number 641,364 451,507 198,239
Amount 2,450,550 3,116,328 2,362,326
Tax due at time of
filing:(13) Number 153,216 130,106 81,117
Amount 211,896 270,819 245,696
Overpayments:(14) Number 483,874 308,948 108,993
Amount 747,783 634,466 279,933
NORTH DAKOTA
Number of returns 56,356 38,263 12,587
Number of joint returns 37,563 33,694 11,497
Number with paid
preparer's
signature 36,574 24,773 8,594
Number of exemptions(3) 142,759 115,250 38,734
Adjusted gross income
(AGI)(4) 2,211,468 2,318,299 1,072,209
Salaries and wages in
AGI:(5) Number 49,188 34,078 11,005
Amount 1,667,516 1,731,194 730,945
Taxable interest: Number 38,871 31,892 11,539
Amount 77,230 68,438 36,371
Tax-exempt interest:(6)
Number 2,420 2,557 1,478
Amount 12,137 14,334 8,675
Dividends: Number 15,950 15,768 7,235
Amount 23,774 28,056 18,521
Business or profession
net income
(less loss):
Number 10,683 7,673 2,752
Amount 76,729 69,568 40,632
Number of farm returns 7,022 4,583 1,565
Net capital gain
(less loss) in AGI:
Number 15,311 14,110 6,657
Amount 53,407 66,315 48,077
Taxable Individual
Retirement
Arrangements
distributions:
Number 4,793 4,210 1,860
Amount 29,221 34,633 21,716
Pensions and annuities in
AGI: Number 9,546 7,278 2,575
Amount 106,123 100,122 42,918
Social Security benefits
in AGI: Number 8,830 5,554 2,000
Amount 46,347 59,914 26,073
Total statutory
adjustments: Number 19,450 13,156 3,843
Amount 34,360 28,384 14,684
Self-employment
retirement
plans:(6) Number 538 772 488
Amount 1,831 3,406 3,092
Total itemized
deductions:(7)
Number 11,549 15,633 7,836
Amount 125,953 186,694 109,684
Medical and dental
expense: Number 3,352 2,041 574
Amount 22,714 13,701 4,363
Taxes paid: Number 11,400 15,615 7,839
Amount 25,740 49,834 34,319
Interest paid: Number 8,777 13,769 6,905
Amount 44,287 78,124 43,068
Contributions: Number 9,351 14,043 7,393
Amount 16,515 26,457 18,696
Taxable income: Number 56,151 38,243 12,582
Amount 1,399,745 1,654,431 822,203
Total tax credits:(8)
Number 25,302 21,280 7,387
Amount 26,172 24,449 7,872
Child care credit: Number 8,550 5,327 1,350
Amount 2,516 2,122 480
Earned income credit:(9)
Number 163 -- --
Amount 10 -- --
Excess earned income
credit
(refundable):(10)
Number 32 -- --
Amount 2 -- --
Income tax:(11) Number 54,858 38,186 12,579
Amount 189,790 245,565 151,370
Total tax liability:(12)
Number 55,450 38,213 12,580
Amount 214,059 269,497 164,248
Tax due at time of
filing:(13) Number 17,216 13,280 6,338
Amount 34,324 42,746 32,075
Overpayments:(14) Number 37,091 23,436 5,537
Amount 55,858 44,566 12,616
OHIO
Number of returns 1,126,796 750,771 296,019
Number of joint returns 453,939 529,677 242,148
Number with paid
preparer's
signature 618,369 413,007 155,895
Number of exemptions[3] 2,331,880 1,969,596 859,462
Adjusted gross income
(AGI)[4] 43,936,678 45,676,125 25,298,522
Salaries and wages in
AGI:[5] Number 1,025,226 692,864 271,995
Amount 36,348,726 37,432,614 20,049,584
Taxable interest: Number 674,377 572,555 255,700
Amount 954,686 917,699 523,088
Tax-exempt interest:[6]
Number 29,123 33,211 21,796
Amount 124,517 164,223 121,608
Dividends: Number 275,586 276,796 152,635
Amount 478,997 601,908 456,376
Business or profession
net income
(less loss):
Number 138,614 116,035 51,390
Amount 1,024,921 1,128,450 754,605
Number of farm returns 18,689 15,310 5,965
Net capital gain
(less loss) in AGI:
Number 210,258 215,748 123,869
Amount 631,359 968,355 881,651
Taxable Individual
Retirement
Arrangements
distributions:
Number 81,357 71,275 35,687
Amount 591,872 728,097 515,839
Pensions and annuities in
AGI: Number 211,410 158,055 65,884
Amount 2,898,008 2,513,339 1,259,809
Social Security benefits
in AGI: Number 133,075 87,935 33,917
Amount 690,863 887,742 403,150
Total statutory
adjustments: Number 197,803 160,604 56,990
Amount 312,736 302,049 185,227
Self-employment
retirement
plans:[6] Number 4,982 7,583 6,250
Amount 17,804 34,926 37,300
Total itemized
deductions:[7]
Number 474,148 492,703 249,102
Amount 4,632,451 6,224,173 3,987,713
Medical and dental
expense: Number 42,895 24,675 7,984
Amount 233,389 164,723 73,990
Taxes paid: Number 474,618 493,438 249,219
Amount 1,474,522 2,297,162 1,636,810
Interest paid: Number 413,028 446,699 223,565
Amount 2,144,541 2,722,018 1,579,149
Contributions: Number 369,980 421,833 227,792
Amount 502,421 729,637 520,664
Taxable income: Number 1,123,174 749,905 295,782
Amount 29,041,377 32,317,193 18,635,970
Total tax credits:[8]
Number 399,262 338,584 153,602
Amount 353,776 352,300 160,454
Child care credit: Number 39,383 49,184 25,356
Amount 14,791 20,373 11,513
Earned income credit:[9]
Number 2,775 -- --
Amount 167 -- --
Excess earned income
credit
(refundable):[10]
Number 655 -- --
Amount 39 -- --
Income tax:[11] Number 1,106,351 748,698 295,768
Amount 4,343,527 5,228,738 3,497,147
Total tax liability:[12]
Number 1,111,730 749,266 295,836
Amount 4,561,243 5,464,653 3,644,135
Tax due at time of
filing:[13] Number 240,709 185,386 98,205
Amount 304,231 373,090 297,630
Overpayments:[14] Number 855,993 540,542 184,188
Amount 1,394,642 1,236,878 518,380
OKLAHOMA
Number of returns 261,023 169,975 66,722
Number of joint returns 164,822 142,008 60,050
Number with paid
preparer's
signature 162,381 107,406 41,555
Number of exemptions[3] 638,111 471,713 191,779
Adjusted gross income
(AGI)[4] 10,183,119 10,332,735 5,704,034
Salaries and wages in
AGI:[5] Number 230,744 152,168 59,260
Amount 8,225,501 8,159,681 4,288,694
Taxable interest: Number 146,876 127,071 57,777
Amount 256,918 248,362 149,046
Tax-exempt interest:[6]
Number 6,429 7,230 4,760
Amount 42,141 49,908 37,372
Dividends: Number 50,739 52,602 30,238
Amount 84,157 106,226 81,208
Business or profession
net income
(less loss):
Number 47,402 35,077 15,048
Amount 294,975 281,231 176,927
Number of farm returns 18,215 13,823 4,899
Net capital gain
(less loss) in AGI:
Number 44,806 45,587 26,327
Amount 138,458 204,283 182,211
Taxable Individual
Retirement
Arrangements
distributions:
Number 18,641 16,745 8,700
Amount 139,484 175,719 136,935
Pensions and annuities in
AGI: Number 55,793 43,282 18,271
Amount 794,278 736,487 384,659
Social Security benefits
in AGI: Number 36,969 24,958 10,106
Amount 188,439 262,079 128,964
Total statutory
adjustments: Number 59,907 43,745 15,184
Amount 90,084 80,017 45,101
Self-employment
retirement
plans:[6] Number 1,037 1,469 1,151
Amount 3,599 6,794 6,979
Total itemized
deductions:[7]
Number 97,122 112,834 57,514
Amount 1,043,528 1,427,375 898,793
Medical and dental
expense: Number 27,152 16,725 4,894
Amount 117,577 75,954 28,144
Taxes paid: Number 101,627 115,478 57,879
Amount 266,811 466,262 335,425
Interest paid: Number 82,195 99,633 49,717
Amount 379,042 526,002 306,034
Contributions: Number 84,656 102,303 53,757
Amount 187,934 262,511 174,326
Taxable income: Number 259,902 169,713 66,639
Amount 6,321,826 7,216,508 4,216,010
Total tax credits:[8]
Number 109,049 80,230 32,798
Amount 102,044 81,960 32,001
Child care credit: Number 19,136 16,823 6,022
Amount 7,020 6,755 2,442
Earned income credit:[9]
Number 1,051 -- --
Amount 64 -- --
Excess earned income
credit
(refundable):[10]
Number 250 -- --
Amount 15 -- --
Income tax:[11] Number 254,502 169,426 66,625
Amount 879,707 1,109,520 782,439
Total tax liability:[12]
Number 256,313 169,612 66,662
Amount 949,590 1,175,999 821,554
Tax due at time of
filing:[13] Number 64,396 49,339 28,032
Amount 94,332 109,021 90,770
Overpayments:[14] Number 189,168 114,435 35,359
Amount 292,633 236,263 87,848
OREGON
Number of returns 296,918 209,929 92,531
Number of joint returns 154,746 163,498 80,131
Number with paid
preparer's
signature 156,209 120,542 54,649
Number of exemptions[3] 666,832 557,155 258,185
Adjusted gross income
(AGI)[4] 11,620,925 12,815,785 7,927,120
Salaries and wages in
AGI:[5] Number 259,953 185,652 81,236
Amount 9,164,985 9,814,721 5,786,790
Taxable interest: Number 188,780 169,044 82,716
Amount 301,740 316,734 206,361
Tax-exempt interest:[6]
Number 11,251 12,774 8,770
Amount 58,984 71,513 52,845
Dividends: Number 73,025 77,399 47,429
Amount 149,890 181,930 137,824
Business or profession
net income
(less loss):
Number 50,084 40,554 18,464
Amount 419,524 432,604 292,984
Number of farm returns 7,607 7,511 3,831
Net capital gain
(less loss) in AGI:
Number 64,457 68,248 42,517
Amount 245,058 376,213 365,481
Taxable Individual
Retirement
Arrangements
distributions:
Number 24,498 23,133 12,407
Amount 173,853 227,097 167,895
Pensions and annuities in
AGI: Number 53,843 45,466 21,935
Amount 775,341 859,237 531,067
Social Security benefits
in AGI: Number 40,754 30,872 13,783
Amount 219,774 326,792 171,565
Total statutory
adjustments: Number 71,643 54,794 21,142
Amount 138,972 129,825 82,309
Self-employment
retirement
plans:[6] Number 2,703 3,710 2,890
Amount 10,020 17,836 18,601
Total itemized
deductions:[7]
Number 145,851 164,346 84,919
Amount 1,804,036 2,473,351 1,606,923
Medical and dental
expense: Number 28,364 16,655 5,296
Amount 124,120 81,856 33,365
Taxes paid: Number 146,002 164,429 84,924
Amount 570,388 928,419 669,721
Interest paid: Number 127,172 145,527 74,673
Amount 838,044 1,091,545 654,523
Contributions: Number 114,676 139,407 76,788
Amount 180,055 257,505 181,455
Taxable income: Number 294,620 209,502 92,450
Amount 7,095,863 8,514,902 5,562,108
Total tax credits:[8]
Number 107,656 92,289 44,485
Amount 97,489 93,630 42,463
Child care credit: Number 17,544 18,079 7,950
Amount 6,373 7,102 3,248
Earned income credit:[9]
Number 972 -- --
Amount 60 -- --
Excess earned income
credit
(refundable):[10]
Number 318 -- --
Amount 19 -- --
Income tax:[11] Number 286,658 208,774 92,425
Amount 1,012,862 1,315,904 1,011,830
Total tax liability:[12]
Number 289,697 209,145 92,465
Amount 1,099,227 1,404,866 1,068,497
Tax due at time of
filing:[13] Number 82,987 64,715 37,585
Amount 119,063 145,261 126,053
Overpayments:[14] Number 203,978 136,678 49,947
Amount 300,923 281,564 132,281
PENNSYLVANIA
Number of returns 1,083,492 776,074 344,863
Number of joint returns 538,254 600,283 300,722
Number with paid
preparer's
signature 562,584 424,494 187,980
Number of exemptions[3] 2,346,288 2,072,932 998,942
Adjusted gross income
(AGI)[4] 42,456,854 47,376,072 29,557,039
Salaries and wages in
AGI:[5] Number 967,023 704,398 313,338
Amount 34,321,548 38,118,029 23,273,421
Taxable interest: Number 719,740 640,167 310,830
Amount 1,069,799 1,065,431 643,724
Tax-exempt interest:[6]
Number 34,408 40,365 27,652
Amount 179,509 236,236 180,986
Dividends: Number 292,552 310,240 188,218
Amount 622,065 788,962 612,343
Business or profession
net income
(less loss):
Number 135,111 115,314 58,456
Amount 1,211,478 1,326,552 976,804
Number of farm returns 9,592 6,765 2,772
Net capital gain
(less loss) in AGI:
Number 222,116 240,501 151,658
Amount 675,280 1,050,535 994,959
Taxable Individual
Retirement
Arrangements
distributions:
Number 89,124 80,309 43,606
Amount 625,660 785,222 590,226
Pensions and annuities in
AGI: Number 215,600 173,704 80,442
Amount 2,732,500 2,622,647 1,496,373
Social Security benefits
in AGI: Number 150,082 105,925 44,560
Amount 821,317 1,160,119 588,599
Total statutory
adjustments: Number 231,537 179,029 65,870
Amount 404,264 361,927 229,496
Self-employment
retirement
plans:[6] Number 5,660 8,863 7,918
Amount 20,152 39,626 47,093
Total itemized
deductions:[7]
Number 374,114 475,857 277,079
Amount 4,128,307 6,178,590 4,374,563
Medical and dental
expense: Number 54,854 34,016 12,415
Amount 313,445 231,784 108,298
Taxes paid: Number 375,544 477,379 277,614
Amount 1,303,786 2,237,092 1,712,172
Interest paid: Number 318,987 425,108 247,757
Amount 1,708,076 2,556,537 1,704,918
Contributions: Number 321,802 435,027 264,244
Amount 486,695 761,734 598,042
Taxable income: Number 1,079,117 775,025 344,618
Amount 27,576,749 33,487,442 21,977,110
Total tax credits:[8]
Number 379,339 351,629 180,400
Amount 354,950 372,620 183,732
Child care credit: Number 43,837 51,303 29,266
Amount 17,490 21,736 13,394
Earned income credit:[9]
Number 2,933 -- --
Amount 180 -- --
Excess earned income
credit
(refundable):[10]
Number 789 -- --
Amount 46 -- --
Income tax:[11] Number 1,059,276 773,646 344,574
Amount 4,005,026 5,279,482 4,094,715
Total tax liability:[12]
Number 1,065,611 774,226 344,635
Amount 4,249,392 5,544,104 4,272,524
Tax due at time of
filing:[13] Number 216,067 186,047 119,536
Amount 285,245 371,997 337,859
Overpayments:[14] Number 835,559 562,258 209,200
Amount 1,400,374 1,279,077 552,717
RHODE ISLAND
Number of returns 88,943 66,229 30,847
Number of joint returns 39,119 49,189 26,791
Number with paid
preparer's
signature 51,795 41,167 18,971
Number of exemptions[3] 182,085 172,865 88,313
Adjusted gross income
(AGI)[4] 3,483,892 4,044,947 2,649,143
Salaries and wages in
AGI:[5] Number 79,811 60,623 28,454
Amount 2,822,483 3,248,439 2,097,547
Taxable interest: Number 58,493 54,753 28,147
Amount 88,819 92,727 55,591
Tax-exempt interest:[6]
Number 2,300 2,888 2,082
Amount 13,198 18,275 14,022
Dividends: Number 21,828 24,004 15,130
Amount 40,862 53,302 42,585
Business or profession
net income
(less loss):
Number 11,549 10,569 5,634
Amount 112,448 116,743 81,126
Number of farm returns 117 85 73
Net capital gain
(less loss) in AGI:
Number 17,951 20,414 13,248
Amount 53,190 88,194 88,434
Taxable Individual
Retirement
Arrangements
distributions:
Number 7,308 6,861 3,743
Amount 45,862 57,102 43,102
Pensions and annuities in
AGI: Number 16,139 13,849 6,793
Amount 228,124 241,659 148,523
Social Security benefits
in AGI: Number 12,572 9,271 3,824
Amount 66,445 96,255 47,664
Total statutory
adjustments: Number 19,541 16,226 6,769
Amount 33,562 31,660 20,916
Self-employment
retirement
plans:[6] Number 524 834 786
Amount 2,060 3,759 4,293
Total itemized
deductions:[7]
Number 37,282 47,927 27,809
Amount 431,239 658,944 470,252
Medical and dental
expense: Number 5,153 2,991 994
Amount 24,288 17,747 9,014
Taxes paid: Number 37,337 47,970 27,809
Amount 159,765 272,249 210,288
Interest paid: Number 32,635 42,817 24,610
Amount 187,754 274,861 178,318
Contributions: Number 33,749 45,062 26,802
Amount 35,953 58,935 46,511
Taxable income: Number 88,556 66,119 30,820
Amount 2,256,279 2,791,766 1,916,440
Total tax credits:[8]
Number 30,319 30,445 16,349
Amount 26,852 31,168 16,174
Child care credit: Number 3,559 4,954 3,027
Amount 1,332 1,979 1,321
Earned income credit:[9]
Number 202 -- --
Amount 12 -- --
Excess earned income
credit
(refundable):[10]
Number 54 -- --
Amount 3 -- --
Income tax:[11] Number 87,099 66,001 30,813
Amount 331,535 440,069 352,954
Total tax liability:[12]
Number 87,568 66,067 30,825
Amount 351,752 461,589 367,373
Tax due at time of
filing:[13] Number 17,751 15,516 10,243
Amount 25,405 31,812 29,160
Overpayments:[14] Number 68,808 48,527 19,239
Amount 113,687 111,027 52,402
SOUTH CAROLINA
Number of returns 305,985 208,769 88,592
Number of joint returns 160,237 172,163 80,054
Number with paid
preparer's
signature 196,781 135,197 55,216
Number of exemptions[3] 689,621 565,458 254,008
Adjusted gross income
(AGI)[4] 11,916,458 12,733,801 7,581,336
Salaries and wages in
AGI:[5] Number 278,132 190,792 80,110
Amount 9,782,559 10,167,879 5,784,603
Taxable interest: Number 163,225 153,961 76,851
Amount 221,157 237,055 155,027
Tax-exempt interest:[6]
Number 6,841 8,435 6,281
Amount 37,059 49,641 43,359
Dividends: Number 60,540 67,331 42,322
Amount 117,261 156,470 137,678
Business or profession
net income
(less loss):
Number 43,940 35,810 16,380
Amount 305,788 309,042 211,584
Number of farm returns 4,534 4,442 2,303
Net capital gain
(less loss) in AGI:
Number 47,267 52,787 34,810
Amount 153,446 249,784 261,449
Taxable Individual
Retirement
Arrangements
distributions:
Number 19,263 18,542 10,366
Amount 141,980 191,187 151,902
Pensions and annuities in
AGI: Number 67,490 56,945 25,872
Amount 913,059 959,303 567,950
Social Security benefits
in AGI: Number 40,480 29,767 12,990
Amount 208,993 316,431 166,556
Total statutory
adjustments: Number 59,046 48,293 18,658
Amount 94,088 89,663 58,514
Self-employment
retirement
plans:[6] Number 987 1,587 1,435
Amount 3,606 6,872 8,699
Total itemized
deductions:[7]
Number 126,886 146,738 78,276
Amount 1,445,710 1,997,578 1,333,909
Medical and dental
expense: Number 29,214 17,625 5,564
Amount 119,941 81,457 33,589
Taxes paid: Number 126,952 146,936 78,330
Amount 355,853 619,538 469,219
Interest paid: Number 110,689 133,311 70,632
Amount 608,910 829,982 516,316
Contributions: Number 109,618 132,874 73,945
Amount 244,925 353,710 247,640
Taxable income: Number 304,535 208,479 88,511
Amount 7,467,413 8,754,325 5,478,471
Total tax credits:[8]
Number 117,775 97,383 44,939
Amount 105,995 98,482 43,975
Child care credit: Number 24,225 26,156 11,113
Amount 10,044 11,793 5,067
Earned income credit:[9]
Number 1,055 -- --
Amount 66 -- --
Excess earned income
credit
(refundable):[10]
Number 228 -- --
Amount 14 -- --
Income tax:[11] Number 299,390 208,152 88,498
Amount 1,062,306 1,345,208 1,002,680
Total tax liability:[12]
Number 301,260 208,361 88,533
Amount 1,134,910 1,419,143 1,048,758
Tax due at time of
filing:[13] Number 71,981 58,894 36,057
Amount 103,973 119,198 108,029
Overpayments:[14] Number 226,663 143,090 48,477
Amount 348,932 290,592 122,116
SOUTH DAKOTA
Number of returns 64,894 42,894 13,997
Number of joint returns 43,460 37,864 12,658
Number with paid
preparer's
signature 40,850 27,238 9,389
Number of exemptions[3] 166,148 128,352 42,319
Adjusted gross income
(AGI)[4] 2,546,454 2,593,818 1,193,589
Salaries and wages in
AGI:[5] Number 57,040 38,207 12,036
Amount 1,942,770 1,926,804 790,210
Taxable interest: Number 40,680 33,498 12,439
Amount 82,050 79,232 44,370
Tax-exempt interest:[6]
Number 2,642 2,775 1,564
Amount 12,310 14,377 11,105
Dividends: Number 18,156 17,619 8,077
Amount 27,879 33,134 22,851
Business or profession
net income
(less loss):
Number 13,457 9,399 3,212
Amount 100,852 94,575 53,962
Number of farm returns 7,889 4,792 1,601
Net capital gain
(less loss) in AGI:
Number 18,479 16,813 7,843
Amount 77,544 96,846 74,057
Taxable Individual
Retirement
Arrangements
distributions:
Number 5,664 4,980 2,227
Amount 33,462 39,443 26,156
Pensions and annuities in
AGI: Number 11,963 9,112 3,355
Amount 142,408 136,117 63,698
Social Security benefits
in AGI: Number 9,923 6,401 2,449
Amount 50,112 65,826 31,124
Total statutory
adjustments: Number 23,205 15,739 4,354
Amount 39,828 33,363 17,000
Self-employment
retirement
plans:[6] Number 524 818 569
Amount 1,866 3,725 3,438
Total itemized
deductions:[7]
Number 11,528 14,667 7,413
Amount 125,097 174,216 101,871
Medical and dental
expense: Number 3,531 2,228 663
Amount 25,295 15,597 5,304
Taxes paid: Number 10,377 14,033 7,188
Amount 17,765 28,934 18,403
Interest paid: Number 9,227 13,182 6,705
Amount 50,856 85,467 49,305
Contributions: Number 9,190 13,106 6,990
Amount 17,651 29,052 20,915
Taxable income: Number 64,670 42,864 13,994
Amount 1,612,117 1,866,468 928,364
Total tax credits:[8]
Number 29,452 23,334 7,723
Amount 31,564 27,891 8,574
Child care credit: Number 8,243 7,037 1,816
Amount 3,162 2,983 737
Earned income credit:[9]
Number 201 -- --
Amount 12 -- --
Excess earned income
credit
(refundable):[10]
Number 47 -- --
Amount 3 -- --
Income tax:[11] Number 62,843 42,799 13,993
Amount 216,033 276,321 171,204
Total tax liability:[12]
Number 63,680 42,829 13,992
Amount 244,770 304,060 185,750
Tax due at time of
filing:[13] Number 19,884 15,669 7,642
Amount 38,922 48,738 37,465
Overpayments:[14] Number 42,670 25,483 5,527
Amount 64,700 47,599 12,772
TENNESSEE
Number of returns 469,210 305,455 122,215
Number of joint returns 265,011 250,640 108,970
Number with paid
preparer's
signature 262,446 172,273 67,526
Number of exemptions[3] 1,055,127 817,002 348,723
Adjusted gross income
(AGI)[4] 18,296,170 18,578,761 10,452,923
Salaries and wages in
AGI:[5] Number 430,552 280,861 111,215
Amount 15,474,810 15,324,114 8,234,206
Taxable interest: Number 245,250 220,008 103,967
Amount 385,812 387,237 237,707
Tax-exempt interest:[6]
Number 7,392 9,039 6,465
Amount 41,558 55,620 46,576
Dividends: Number 79,566 86,826 52,437
Amount 132,036 174,858 139,495
Business or profession
net income
(less loss):
Number 72,413 55,301 25,392
Amount 550,166 584,495 439,323
Number of farm returns 19,112 15,075 5,860
Net capital gain
(less loss) in AGI:
Number 65,198 71,461 44,999
Amount 215,590 343,315 331,861
Taxable Individual
Retirement
Arrangements
distributions:
Number 26,640 25,497 13,905
Amount 194,671 249,318 187,380
Pensions and annuities in
AGI: Number 84,364 66,594 29,035
Amount 1,056,101 1,048,452 580,672
Social Security benefits
in AGI: Number 53,205 37,129 15,021
Amount 267,734 388,910 191,080
Total statutory
adjustments: Number 91,983 69,838 27,229
Amount 145,573 141,984 94,914
Self-employment
retirement
plans:[6] Number 1,765 2,884 2,722
Amount 6,371 13,828 17,441
Total itemized
deductions:[7]
Number 118,559 136,634 79,525
Amount 1,316,513 1,732,220 1,183,074
Medical and dental
expense: Number 23,708 14,906 5,000
Amount 111,680 77,067 32,820
Taxes paid: Number 109,058 130,660 77,501
Amount 130,304 179,427 137,928
Interest paid: Number 104,139 125,727 73,547
Amount 665,449 931,030 619,944
Contributions: Number 97,819 121,124 74,147
Amount 245,936 375,615 290,550
Taxable income: Number 467,685 305,135 122,117
Amount 11,836,170 13,426,666 8,014,209
Total tax credits:[8]
Number 178,125 137,860 59,814
Amount 158,974 137,710 58,150
Child care credit: Number 33,870 34,114 13,693
Amount 13,237 14,395 6,017
Earned income credit:[9]
Number 1,677 -- --
Amount 102 -- --
Excess earned income
credit
(refundable):[10]
Number 328 -- --
Amount 20 -- --
Income tax:[11] Number 461,655 304,769 122,092
Amount 1,693,664 2,113,938 1,516,816
Total tax liability:[12]
Number 463,936 305,018 122,146
Amount 1,818,082 2,244,878 1,604,826
Tax due at time of
filing:[13] Number 96,102 81,700 49,761
Amount 143,826 181,050 162,139
Overpayments:[14] Number 363,338 215,106 67,378
Amount 600,642 462,428 167,851
TEXAS
Number of returns 1,517,043 1,012,262 496,107
Number of joint returns 744,731 757,995 423,898
Number with paid
preparer's
signature 745,339 509,269 246,626
Number of exemptions[3] 3,505,145 2,715,320 1,428,276
Adjusted gross income
(AGI)[4] 59,008,916 61,916,461 42,619,233
Salaries and wages in
AGI:[5] Number 1,375,495 916,325 451,685
Amount 49,686,825 50,296,346 34,047,573
Taxable interest: Number 730,035 692,119 404,991
Amount 1,165,581 1,300,485 886,911
Tax-exempt interest:[6]
Number 31,926 40,721 30,647
Amount 212,715 291,620 239,672
Dividends: Number 270,974 311,939 221,110
Amount 518,991 701,714 596,911
Business or profession
net income
(less loss):
Number 231,281 195,230 105,380
Amount 1,806,022 1,962,062 1,463,799
Number of farm returns 45,712 45,132 23,217
Net capital gain
(less loss) in AGI:
Number 236,395 272,619 195,589
Amount 714,687 1,190,472 1,247,594
Taxable Individual
Retirement
Arrangements
distributions:
Number 93,346 94,568 56,750
Amount 721,902 1,032,707 855,809
Pensions and annuities in
AGI: Number 259,812 228,765 117,719
Amount 3,495,343 3,837,964 2,371,585
Social Security benefits
in AGI: Number 157,323 124,511 56,701
Amount 825,594 1,291,157 698,634
Total statutory
adjustments: Number 294,433 236,793 105,800
Amount 457,934 468,744 330,653
Self-employment
retirement
plans:[6] Number 6,682 10,418 9,904
Amount 25,363 50,766 63,349
Total itemized
deductions:[7]
Number 325,715 418,101 309,175
Amount 3,711,575 5,269,692 4,492,542
Medical and dental
expense: Number 74,550 54,791 22,793
Amount 408,850 319,797 153,901
Taxes paid: Number 292,175 395,844 299,367
Amount 668,479 1,002,489 924,561
Interest paid: Number 271,981 376,104 286,055
Amount 1,529,982 2,421,653 2,122,230
Contributions: Number 256,828 355,674 278,050
Amount 611,346 998,693 914,674
Taxable income: Number 1,511,852 1,011,046 495,769
Amount 38,453,001 45,218,495 32,935,075
Total tax credits:[8]
Number 604,569 463,612 250,909
Amount 573,145 486,887 256,341
Child care credit: Number 102,271 104,903 55,165
Amount 44,052 48,435 26,219
Earned income credit:[9]
Number 6,981 -- --
Amount 428 -- --
Excess earned income
credit
(refundable):[10]
Number 1,892 -- --
Amount 114 -- --
Income tax:[11] Number 1,481,308 1,009,655 495,670
Amount 5,529,525 7,290,245 6,304,042
Total tax liability:[12]
Number 1,490,258 1,010,593 495,849
Amount 5,916,883 7,717,301 6,600,641
Tax due at time of
filing:[13] Number 339,317 301,394 209,848
Amount 504,831 669,838 654,196
Overpayments:[14] Number 1,139,920 675,233 264,051
Amount 1,847,870 1,424,697 654,191
UTAH
Number of returns 177,436 128,438 53,787
Number of joint returns 114,490 110,091 49,338
Number with paid
preparer's
signature 92,695 68,711 29,124
Number of exemptions[3] 497,809 432,950 189,064
Adjusted gross income
(AGI)[4] 6,974,514 7,829,000 4,599,172
Salaries and wages in
AGI:[5] Number 161,653 118,714 49,729
Amount 5,833,162 6,456,411 3,638,942
Taxable interest: Number 115,959 105,134 48,710
Amount 120,146 131,646 87,352
Tax-exempt interest:[6]
Number 3,031 3,646 2,470
Amount 12,540 19,941 12,303
Dividends: Number 33,396 37,275 22,484
Amount 51,108 66,492 51,128
Business or profession
net income
(less loss):
Number 31,882 26,777 11,598
Amount 154,630 168,186 119,433
Number of farm returns 3,484 2,961 1,243
Net capital gain
(less loss) in AGI:
Number 29,841 32,653 20,348
Amount 91,682 139,708 148,573
Taxable Individual
Retirement
Arrangements
distributions:
Number 11,425 10,849 5,706
Amount 77,218 102,329 77,611
Pensions and annuities in
AGI: Number 30,812 26,249 11,892
Amount 468,253 467,539 255,942
Social Security benefits
in AGI: Number 19,360 14,260 5,817
Amount 94,730 148,436 74,620
Total statutory
adjustments: Number 39,976 31,303 11,670
Amount 54,526 52,234 32,380
Self-employment
retirement
plans:[6] Number 566 847 739
Amount 2,073 3,885 4,547
Total itemized
deductions:[7]
Number 97,137 105,097 49,777
Amount 1,243,445 1,662,274 995,399
Medical and dental
expense: Number 16,876 9,492 2,409
Amount 57,692 33,681 11,346
Taxes paid: Number 97,090 105,117 49,755
Amount 268,771 431,304 285,207
Interest paid: Number 86,056 94,857 44,684
Amount 601,267 732,857 392,325
Contributions: Number 85,840 97,452 47,639
Amount 256,107 395,939 265,830
Taxable income: Number 175,124 128,123 53,717
Amount 3,872,905 4,827,499 3,061,679
Total tax credits:[8]
Number 88,415 73,566 31,659
Amount 88,415 90,395 38,117
Child care credit: Number 11,106 11,640 4,333
Amount 3,867 4,633 1,772
Earned income credit:[9]
Number 724 -- --
Amount 44 -- --
Excess earned income
credit
(refundable):[10]
Number 297 -- --
Amount 19 -- --
Income tax:[11] Number 162,964 126,151 53,611
Amount 511,399 688,571 526,794
Total tax liability:[12]
Number 167,238 126,885 53,677
Amount 547,922 727,400 551,793
Tax due at time of
filing:[13] Number 40,105 31,602 19,692
Amount 50,824 62,083 57,403
Overpayments:[14] Number 133,784 93,796 32,318
Amount 218,259 205,256 90,063
VERMONT
Number of returns 55,595 39,029 15,497
Number of joint returns 30,867 32,118 13,553
Number with paid
preparer's
signature 29,788 21,522 8,511
Number of exemptions[3] 125,389 107,741 45,202
Adjusted gross income
(AGI)[4] 2,179,852 2,377,003 1,325,535
Salaries and wages in
AGI:[5] Number 50,292 35,594 13,932
Amount 1,745,930 1,858,425 968,336
Taxable interest: Number 40,540 34,335 14,728
Amount 53,980 54,510 32,986
Tax-exempt interest:[6]
Number 2,050 2,458 1,710
Amount 9,631 14,397 11,258
Dividends: Number 15,246 15,766 8,925
Amount 35,763 45,118 36,178
Business or profession
net income
(less loss):
Number 11,453 8,696 3,608
Amount 100,162 103,389 59,819
Number of farm returns 834 721 305
Net capital gain
(less loss) in AGI:
Number 12,671 13,209 7,712
Amount 51,079 82,032 76,194
Taxable Individual
Retirement
Arrangements
distributions:
Number 4,222 3,984 2,051
Amount 25,796 33,658 25,076
Pensions and annuities in
AGI: Number 9,063 7,367 3,245
Amount 114,649 116,538 66,000
Social Security benefits
in AGI: Number 6,756 4,748 2,025
Amount 34,603 49,563 25,345
Total statutory
adjustments: Number 17,000 13,177 4,356
Amount 31,581 30,368 16,996
Self-employment
retirement
plans:[6] Number 557 883 641
Amount 1,932 4,121 3,863
Total itemized
deductions:[7]
Number 19,999 24,615 13,221
Amount 208,505 301,617 200,359
Medical and dental
expense: Number 3,273 2,067 712
Amount 16,006 12,560 5,931
Taxes paid: Number 20,067 24,712 13,246
Amount 66,538 110,929 84,335
Interest paid: Number 17,866 22,576 11,753
Amount 98,753 138,574 79,010
Contributions: Number 15,173 20,749 12,065
Amount 16,105 26,811 21,563
Taxable income: Number 55,393 38,958 15,484
Amount 1,405,690 1,680,846 985,692
Total tax credits:[8]
Number 21,467 19,282 8,530
Amount 20,797 21,274 8,945
Child care credit: Number 3,769 4,427 1,746
Amount 1,479 2,032 783
Earned income credit:[9]
Number 174 -- --
Amount 10 -- --
Excess earned income
credit
(refundable):[10]
Number 35 -- --
Amount 2 -- --
Income tax:[11] Number 54,405 38,903 15,479
Amount 198,472 256,349 180,956
Total tax liability:[12]
Number 54,818 38,939 15,483
Amount 217,442 275,881 191,987
Tax due at time of
filing:[13] Number 13,303 11,304 6,279
Amount 19,351 24,969 20,635
Overpayments:[14] Number 40,281 26,022 8,216
Amount 61,911 52,605 20,796
VIRGINIA
Number of returns 604,725 452,309 232,756
Number of joint returns 277,530 320,677 190,319
Number with paid
preparer's
signature 289,745 220,131 108,458
Number of exemptions[3] 1,266,167 1,140,225 636,835
Adjusted gross income
(AGI)[4] 23,689,567 27,722,218 20,026,998
Salaries and wages in
AGI:[5] Number 546,298 409,440 211,281
Amount 19,652,173 22,294,520 15,716,319
Taxable interest: Number 345,788 342,980 201,677
Amount 473,467 542,301 387,571
Tax-exempt interest:[6]
Number 15,330 22,185 18,521
Amount 108,589 115,802 102,323
Dividends: Number 147,164 176,481 125,508
Amount 263,930 389,866 355,624
Business or profession
net income
(less loss):
Number 74,658 67,233 38,916
Amount 558,017 605,839 478,437
Number of farm returns 9,013 7,784 3,713
Net capital gain
(less loss) in AGI:
Number 115,798 142,740 105,950
Amount 326,023 582,024 648,318
Taxable Individual
Retirement
Arrangements
distributions:
Number 40,510 44,363 28,930
Amount 249,782 362,300 314,118
Pensions and annuities in
AGI: Number 115,574 110,552 63,314
Amount 1,753,598 2,200,355 1,598,282
Social Security benefits
in AGI: Number 71,624 59,243 29,248
Amount 371,732 590,862 344,018
Total statutory
adjustments: Number 124,957 100,963 45,715
Amount 198,632 197,701 144,238
Self-employment
retirement
plans:[6] Number 2,483 4,187 4,448
Amount 9,073 18,704 24,891
Total itemized
deductions:[7]
Number 251,753 309,293 199,505
Amount 3,022,201 4,415,503 3,545,858
Medical and dental
expense: Number 49,859 33,076 12,428
Amount 230,907 176,227 91,385
Taxes paid: Number 251,802 309,575 199,642
Amount 730,818 1,325,027 1,197,623
Interest paid: Number 219,278 281,790 181,390
Amount 1,464,887 2,124,370 1,634,277
Contributions: Number 213,508 277,048 186,492
Amount 366,558 567,012 474,848
Taxable income: Number 601,499 451,550 232,566
Amount 15,151,712 19,249,902 14,514,883
Total tax credits:[8]
Number 213,934 194,495 113,965
Amount 188,511 193,373 109,435
Child care credit: Number 39,420 43,392 24,235
Amount 16,515 19,551 11,472
Earned income credit:[9]
Number 1,516 -- --
Amount 92 -- --
Excess earned income
credit
(refundable):[10]
Number 363 -- --
Amount 22 -- --
Income tax:[11] Number 590,857 450,658 232,529
Amount 2,219,180 3,106,888 2,721,228
Total tax liability:[12]
Number 594,419 451,145 232,617
Amount 2,341,059 3,240,778 2,818,741
Tax due at time of
filing:[13] Number 137,018 123,778 88,402
Amount 173,372 231,122 233,045
Overpayments:[14] Number 454,897 315,323 135,656
Amount 698,422 658,268 342,464
WASHINGTON
Number of returns 536,073 411,007 196,951
Number of joint returns 243,558 302,985 169,216
Number with paid
preparer's
signature 245,673 202,296 99,315
Number of exemptions[3] 1,145,144 1,082,383 557,893
Adjusted gross income
(AGI)[4] 21,036,316 25,173,189 16,896,545
Salaries and wages in
AGI:[5] Number 473,104 367,864 176,953
Amount 16,944,236 19,939,906 13,047,998
Taxable interest: Number 322,706 317,423 171,992
Amount 495,981 553,206 378,455
Tax-exempt interest:[6]
Number 17,896 21,234 14,733
Amount 112,689 129,075 96,903
Dividends: Number 130,379 148,164 96,874
Amount 255,793 334,207 265,573
Business or profession
net income
(less loss):
Number 74,280 69,355 35,235
Amount 649,127 778,371 574,259
Number of farm returns 5,998 5,937 2,988
Net capital gain
(less loss) in AGI:
Number 116,296 133,376 88,270
Amount 398,635 695,699 712,195
Taxable Individual
Retirement
Arrangements
distributions:
Number 42,090 44,064 25,827
Amount 298,126 437,541 360,236
Pensions and annuities in
AGI: Number 96,238 89,220 45,443
Amount 1,447,607 1,595,629 967,141
Social Security benefits
in AGI: Number 68,034 54,599 24,572
Amount 374,201 585,711 312,516
Total statutory
adjustments: Number 109,664 94,510 39,379
Amount 202,383 212,594 141,019
Self-employment
retirement
plans:[6] Number 3,510 5,540 4,862
Amount 12,998 25,464 29,819
Total itemized
deductions:[7]
Number 195,731 249,634 149,403
Amount 2,338,328 3,468,853 2,437,017
Medical and dental
expense: Number 33,286 22,857 8,024
Amount 169,414 135,432 58,576
Taxes paid: Number 190,296 246,424 148,275
Amount 417,156 659,657 491,551
Interest paid: Number 178,938 235,516 141,767
Amount 1,370,117 2,076,782 1,428,613
Contributions: Number 156,374 215,491 136,903
Amount 244,778 407,193 324,880
Taxable income: Number 532,822 410,381 196,777
Amount 13,572,679 17,689,646 12,609,899
Total tax credits:[8]
Number 189,469 184,292 97,977
Amount 170,397 187,457 96,000
Child care credit: Number 27,814 32,290 18,130
Amount 11,085 14,054 8,327
Earned income credit:[9]
Number 1,472 -- --
Amount 91 -- --
Excess earned income
credit
(refundable):[10]
Number 407 -- --
Amount 24 -- --
Income tax:[11] Number 521,452 409,315 196,733
Amount 1,990,352 2,830,071 2,366,798
Total tax liability:[12]
Number 525,488 409,800 196,800
Amount 2,125,544 2,987,605 2,476,087
Tax due at time of
filing:[13] Number 125,658 117,576 78,373
Amount 179,093 254,586 245,460
Overpayments:[14] Number 393,675 277,868 109,188
Amount 628,546 606,790 282,921
WEST VIRGINIA
Number of returns 139,400 88,639 31,508
Number of joint returns 93,809 75,451 28,624
Number with paid
preparer's
signature 70,968 47,068 17,146
Number of exemptions[3] 332,416 240,807 90,494
Adjusted gross income
(AGI)[4] 5,449,148 5,376,095 2,682,201
Salaries and wages in
AGI:[5] Number 126,158 81,246 28,718
Amount 4,494,954 4,413,285 2,114,629
Taxable interest: Number 85,178 69,394 28,008
Amount 139,835 126,249 67,353
Tax-exempt interest:[6]
Number 2,656 3,080 1,945
Amount 11,223 16,053 42,599
Dividends: Number 26,009 26,339 14,183
Amount 51,105 64,765 45,783
Business or profession
net income
(less loss):
Number 18,509 13,367 5,715
Amount 124,339 123,121 84,909
Number of farm returns 3,289 2,293 884
Net capital gain
(less loss) in AGI:
Number 19,161 19,281 10,848
Amount 66,126 93,508 78,547
Taxable Individual
Retirement
Arrangements
distributions:
Number 8,748 7,193 3,311
Amount 62,032 70,032 44,989
Pensions and annuities in
AGI: Number 28,644 20,688 8,164
Amount 375,559 316,746 153,472
Social Security benefits
in AGI: Number 18,637 11,690 4,044
Amount 94,252 126,124 52,750
Total statutory
adjustments: Number 26,005 18,658 6,211
Amount 38,841 33,650 20,136
Self-employment
retirement
plans:[6] Number 354 567 562
Amount 1,325 2,650 3,592
Total itemized
deductions:[7]
Number 26,623 36,329 21,213
Amount 283,783 437,937 297,831
Medical and dental
expense: Number 4,255 2,667 803
Amount 23,978 17,054 6,145
Taxes paid: Number 26,663 36,392 21,253
Amount 60,448 127,884 109,883
Interest paid: Number 22,458 32,559 18,790
Amount 118,369 187,888 117,797
Contributions: Number 19,342 29,662 18,713
Amount 37,673 65,294 47,171
Taxable income: Number 139,077 88,564 31,492
Amount 3,499,149 3,908,057 2,063,051
Total tax credits:[8]
Number 53,887 39,915 15,697
Amount 47,087 38,845 14,906
Child care credit: Number 4,661 4,639 2,097
Amount 1,491 1,674 786
Earned income credit:[9]
Number 504 -- --
Amount 31 -- --
Excess earned income
credit
(refundable):[10]
Number 106 -- --
Amount 7 -- --
Income tax:[11] Number 137,475 88,502 31,492
Amount 496,601 611,229 389,113
Total tax liability:[12]
Number 137,968 88,548 31,500
Amount 523,995 638,640 406,304
Tax due at time of
filing:[13] Number 25,627 19,700 10,673
Amount 31,662 38,466 31,773
Overpayments:[14] Number 110,344 66,056 19,288
Amount 176,232 143,431 48,395
WISCONSIN
Number of returns 491,731 400,016 170,207
Number of joint returns 243,949 330,370 154,700
Number with paid
preparer's
signature 277,897 234,782 97,778
Number of exemptions[3] 1,076,476 1,133,186 512,663
Adjusted gross income
(AGI)[4] 19,317,270 24,488,273 14,539,783
Salaries and wages in
AGI:[5] Number 448,084 371,916 158,027
Amount 15,784,164 20,051,299 11,553,117
Taxable interest: Number 347,304 345,061 158,618
Amount 468,439 487,935 297,322
Tax-exempt interest:[6]
Number 12,805 16,511 11,721
Amount 44,491 62,129 55,539
Dividends: Number 135,483 156,146 90,505
Amount 227,865 295,730 228,121
Business or profession
net income
(less loss):
Number 65,188 59,580 27,013
Amount 473,478 559,725 376,250
Number of farm returns 15,749 12,285 4,838
Net capital gain
(less loss) in AGI:
Number 111,850 127,347 76,375
Amount 386,009 603,502 553,300
Taxable Individual
Retirement
Arrangements
distributions:
Number 43,413 42,071 22,248
Amount 297,410 374,118 276,178
Pensions and annuities in
AGI: Number 85,582 74,353 33,186
Amount 1,073,169 1,169,021 650,177
Social Security benefits
in AGI: Number 65,029 47,445 19,532
Amount 344,291 509,391 248,439
Total statutory
adjustments: Number 107,760 89,267 30,554
Amount 189,705 176,058 105,483
Self-employment
retirement
plans:[6] Number 3,207 5,140 3,941
Amount 11,101 21,789 22,838
Total itemized
deductions:[7]
Number 203,834 294,794 154,273
Amount 2,203,589 3,856,540 2,525,179
Medical and dental
expense: Number 31,602 19,309 5,771
Amount 152,289 109,919 44,562
Taxes paid: Number 204,669 295,615 154,393
Amount 875,038 1,759,628 1,234,584
Interest paid: Number 173,486 261,980 134,568
Amount 844,902 1,452,559 868,048
Contributions: Number 165,501 261,125 144,339
Amount 207,235 370,697 275,966
Taxable income: Number 489,737 399,568 170,133
Amount 12,439,421 16,805,866 10,498,800
Total tax credits:[8]
Number 183,931 204,754 96,103
Amount 166,409 215,539 96,231
Child care credit: Number 22,473 33,380 15,233
Amount 7,895 13,203 6,122
Earned income credit:[9]
Number 1,135 -- --
Amount 67 -- --
Excess earned income
credit
(refundable):[10]
Number 270 -- --
Amount 15 -- --
Income tax:[11] Number 479,862 398,700 170,102
Amount 1,787,218 2,549,374 1,896,948
Total tax liability:[12]
Number 483,362 399,027 170,127
Amount 1,902,765 2,678,857 1,975,535
Tax due at time of
filing:[13] Number 111,549 103,383 65,486
Amount 148,001 203,914 181,631
Overpayments:[14] Number 366,226 284,767 98,139
Amount 565,578 592,925 236,819
WYOMING
Number of returns 43,049 33,110 12,404
Number of joint returns 26,753 27,479 11,177
Number with paid
preparer's
signature 25,396 19,979 7,876
Number of exemptions[3] 105,960 94,351 36,508
Adjusted gross income
(AGI)[4] 1,693,591 2,018,289 1,057,230
Salaries and wages in
AGI:[5] Number 38,326 29,787 10,986
Amount 1,353,125 1,587,250 766,030
Taxable interest: Number 27,102 26,117 11,053
Amount 42,051 46,619 28,990
Tax-exempt interest:[6]
Number 1,538 1,907 1,166
Amount 8,633 12,387 8,865
Dividends: Number 11,451 13,305 6,814
Amount 23,366 32,058 22,985
Business or profession
net income
(less loss):
Number 8,302 6,760 2,716
Amount 52,776 56,192 38,195
Number of farm returns 1,934 1,548 640
Net capital gain
(less loss) in AGI:
Number 10,355 11,369 5,963
Amount 42,096 65,904 55,081
Taxable Individual
Retirement
Arrangements
distributions:
Number 3,446 3,333 1,715
Amount 25,511 36,160 25,347
Pensions and annuities in
AGI: Number 8,282 7,403 3,208
Amount 113,914 121,426 63,387
Social Security benefits
in AGI: Number 5,653 4,401 1,745
Amount 30,012 46,317 21,554
Total statutory
adjustments: Number 11,124 8,715 3,151
Amount 17,601 17,096 10,279
Self-employment
retirement
plans:[6] Number 240 375 275
Amount 863 1,574 1,671
Total itemized
deductions:[7]
Number 10,185 12,528 6,414
Amount 112,127 151,736 87,740
Medical and dental
expense: Number 2,850 1,808 535
Amount 14,406 8,974 3,843
Taxes paid: Number 9,765 12,340 6,363
Amount 10,941 17,680 11,489
Interest paid: Number 8,686 11,542 5,916
Amount 55,522 83,631 47,619
Contributions: Number 7,584 10,373 5,723
Amount 15,263 25,514 17,007
Taxable income: Number 42,888 33,089 12,401
Amount 1,078,450 1,464,567 826,720
Total tax credits:[8]
Number 18,493 16,356 6,432
Amount 17,296 16,987 6,150
Child care credit: Number 3,251 2,924 1,007
Amount 1,099 1,137 389
Earned income credit:[9]
Number 137 -- --
Amount 9 -- --
Excess earned income
credit
(refundable):[10]
Number 32 -- --
Amount 2 -- --
Income tax:[11] Number 41,899 33,024 12,396
Amount 150,828 227,481 155,814
Total tax liability:[12]
Number 42,257 33,056 12,400
Amount 163,275 240,844 164,233
Tax due at time of
filing:[13] Number 10,526 9,862 5,682
Amount 15,476 22,579 19,432
Overpayments:[14] Number 30,923 21,914 5,969
Amount 48,916 45,169 14,371
OTHER AREAS[15]
Number of returns 106,228 62,560 31,854
Number of joint returns 52,734 34,733 19,329
Number with paid
preparer's
signature 53,421 33,777 19,975
Number of exemptions[3] 249,177 154,011 81,428
Adjusted gross income
(AGI)[4] 4,123,164 3,808,585 2,750,014
Salaries and wages in
AGI:[5] Number 93,639 55,912 28,656
Amount 4,469,469 4,080,313 2,955,432
Taxable interest: Number 61,096 45,030 25,385
Amount 110,317 102,957 74,347
Tax-exempt interest:[6]
Number 2,833 2,760 2,053
Amount 14,440 15,152 9,809
Dividends: Number 34,102 28,824 17,876
Amount 99,082 105,276 83,646
Business or profession
net income
(less loss):
Number 6,067 4,344 2,389
Amount 95,829 90,936 59,278
Number of farm returns 247 186 147
Net capital gain
(less loss) in AGI:
Number 31,384 26,380 16,176
Amount 221,015 259,308 220,663
Taxable Individual
Retirement
Arrangements
distributions:
Number 5,121 4,497 2,365
Amount 45,566 50,725 36,990
Pensions and annuities in
AGI: Number 14,015 9,703 4,810
Amount 271,140 217,835 126,073
Social Security benefits
in AGI: Number 5,064 3,429 1,637
Amount 29,570 32,614 17,717
Total statutory
adjustments: Number 19,169 11,833 5,558
Amount 51,344 41,559 25,926
Self-employment
retirement
plans:[6] Number 267 307 228
Amount 1,577 2,052 2,122
Total itemized
deductions:[7]
Number 31,760 23,595 14,797
Amount 246,589 254,708 197,260
Medical and dental
expense: Number 2,058 1,450 622
Amount 13,724 9,863 4,271
Taxes paid: Number 28,730 21,563 13,793
Amount 77,763 82,298 72,423
Interest paid: Number 9,833 11,109 8,059
Amount 77,458 94,149 74,641
Contributions: Number 13,037 12,407 8,637
Amount 25,665 31,358 24,359
Taxable income: Number 105,633 62,421 31,818
Amount 2,769,513 2,903,812 2,229,243
Total tax credits:[8]
Number 51,059 32,225 17,921
Amount 89,109 97,286 94,232
Child care credit: Number 7,456 2,973 1,359
Amount 3,643 1,492 687
Earned income credit:[9]
Number 17 -- --
Amount 1 -- --
Excess earned income
credit
(refundable):[10]
Number 4 -- --
Amount [16] -- --
Income tax:[11] Number 97,395 60,652 31,382
Amount 366,097 441,462 381,262
Total tax liability:[12]
Number 97,785 60,763 31,420
Amount 381,357 455,055 388,965
Tax due at time of
filing:[13] Number 27,160 21,612 13,725
Amount 45,389 56,726 54,708
Overpayments:[14] Number 70,138 36,359 15,324
Amount 162,714 119,891 67,683
Size of adjusted
gross income
$100,000 $200,000
under or more
$200,000
(7) (8)
UNITED STATES[2]
Number of returns 7,084,649 2,419,638
Number of joint returns 6,078,691 2,054,300
Number with paid
preparer's
signature 4,467,046 1,970,184
Number of exemptions[3] 20,337,716 6,949,509
Adjusted gross income
(AGI)[4] 933,898,208 1,401,713,397
Salaries and wages in
AGI:[5] Number 6,284,111 2,024,235
Amount 660,565,010 619,193,029
Taxable interest: Number 6,568,929 2,340,312
Amount 23,908,755 53,239,388
Tax-exempt interest:[6]
Number 1,002,123 847,673
Amount 9,431,386 27,374,054
Dividends: Number 4,758,884 2,091,944
Amount 23,786,221 54,240,118
Business or profession
net income
(less loss):
Number 1,574,805 657,715
Amount 46,235,957 52,800,656
Number of farm returns 149,562 72,917
Net capital gain
(less loss) in AGI:
Number 4,321,099 2,055,484
Amount 63,635,969 374,341,458
Taxable Individual
Retirement
Arrangements
distributions:
Number 858,884 236,390
Amount 20,632,961 14,293,783
Pensions and annuities in
AGI: Number 1,667,433 482,922
Amount 44,900,901 18,330,817
Social Security benefits
in AGI: Number 960,766 365,205
Amount 13,127,081 5,711,946
Total statutory
adjustments: Number 1,960,417 1,015,333
Amount 11,255,296 12,124,742
Self-employment
retirement
plans:[6] Number 378,115 282,622
Amount 3,899,429 5,192,968
Total itemized
deductions:[7]
Number 6,417,307 2,235,678
Amount 152,283,744 159,775,516
Medical and dental
expense: Number 231,875 29,809
Amount 2,744,268 945,758
Taxes paid: Number 6,401,034 2,231,357
Amount 59,075,076 85,355,440
Interest paid: Number 5,534,993 1,870,094
Amount 60,557,848 46,463,423
Contributions: Number 6,104,200 2,152,576
Amount 22,487,357 46,072,064
Taxable income: Number 7,077,557 2,416,719
Amount 722,537,778 1,240,694,662
Total tax credits:[8]
Number 2,417,715 862,830
Amount 2,198,343 5,732,464
Child care credit: Number 620,169 126,215
Amount 286,267 63,010
Earned income credit:[9]
Number -- --
Amount -- --
Excess earned income
credit
(refundable):[10]
Number -- --
Amount -- --
Income tax:[11] Number 7,078,770 2,417,979
Amount 162,508,870 378,704,412
Total tax liability:[12]
Number 7,080,667 2,418,561
Amount 169,551,635 385,443,185
Tax due at time of
filing:[13] Number 3,321,822 1,412,939
Amount 20,180,698 65,289,636
Overpayments:[14] Number 3,220,228 575,755
Amount 12,514,753 9,218,931
ALABAMA
Number of returns 71,901 22,324
Number of joint returns 65,017 19,762
Number with paid
preparer's
signature 46,563 19,322
Number of exemptions[3] 208,029 65,238
Adjusted gross income
(AGI)[4] 9,356,135 11,425,214
Salaries and wages in
AGI:[5] Number 63,566 18,491
Amount 6,342,707 4,288,680
Taxable interest: Number 66,206 21,650
Amount 275,754 536,497
Tax-exempt interest:[6]
Number 8,311 6,766
Amount 84,109 210,929
Dividends: Number 45,955 18,687
Amount 232,825 469,129
Business or profession
net income
(less loss):
Number 16,023 6,488
Amount 456,362 499,739
Number of farm returns 3,811 1,795
Net capital gain
(less loss) in AGI:
Number 40,376 18,535
Amount 613,235 2,922,437
Taxable Individual
Retirement
Arrangements
distributions:
Number 8,736 2,206
Amount 197,770 117,143
Pensions and annuities in
AGI: Number 20,506 4,922
Amount 592,277 169,586
Social Security benefits
in AGI: Number 10,562 3,604
Amount 143,013 55,642
Total statutory
adjustments: Number 20,888 10,935
Amount 105,363 110,614
Self-employment
retirement
plans:[6] Number 2,913 2,382
Amount 30,340 42,631
Total itemized
deductions:[7]
Number 63,929 20,827
Amount 1,361,468 1,167,133
Medical and dental
expense: Number 2,216 200
Amount 21,407 5,584
Taxes paid: Number 63,981 20,830
Amount 382,540 453,676
Interest paid: Number 56,362 16,958
Amount 538,865 389,396
Contributions: Number 61,625 20,238
Amount 337,908 425,338
Taxable income: Number 71,839 22,278
Amount 7,372,846 10,201,402
Total tax credits:[8]
Number 22,369 6,497
Amount 16,765 20,125
Child care credit: Number 6,105 952
Amount 2,633 464
Earned income credit:[9]
Number -- --
Amount -- --
Excess earned income
credit
(refundable):[10]
Number -- --
Amount -- --
Income tax:[11] Number 71,838 22,288
Amount 1,649,803 3,032,470
Total tax liability:[12]
Number 71,861 22,301
Amount 1,724,124 3,091,907
Tax due at time of
filing:[13] Number 36,942 13,472
Amount 227,633 541,135
Overpayments:[14] Number 29,584 4,985
Amount 107,336 86,319
ALASKA
Number of returns 20,174 4,038
Number of joint returns 17,790 3,461
Number with paid
preparer's
signature 12,119 3,295
Number of exemptions[3] 58,980 11,277
Adjusted gross income
(AGI)[4] 2,595,511 1,669,126
Salaries and wages in
AGI:[5] Number 18,323 3,296
Amount 1,774,064 601,440
Taxable interest: Number 18,531 3,916
Amount 61,902 78,084
Tax-exempt interest:[6]
Number 2,122 1,039
Amount 12,249 21,357
Dividends: Number 12,490 3,308
Amount 47,413 67,336
Business or profession
net income
(less loss):
Number 5,668 1,474
Amount 153,889 153,901
Number of farm returns 243 78
Net capital gain
(less loss) in AGI:
Number 11,407 3,304
Amount 158,833 337,948
Taxable Individual
Retirement
Arrangements
distributions:
Number 2,076 316
Amount 45,375 16,475
Pensions and annuities in
AGI: Number 5,902 931
Amount 184,896 38,843
Social Security benefits
in AGI: Number 1,865 539
Amount 21,203 7,575
Total statutory
adjustments: Number 5,838 1,962
Amount 33,126 23,421
Self-employment
retirement
plans:[6] Number 1,237 610
Amount 12,701 10,910
Total itemized
deductions:[7]
Number 15,452 2,796
Amount 278,979 101,095
Medical and dental
expense: Number 542 39
Amount 4,511 706
Taxes paid: Number 15,181 2,775
Amount 51,629 21,308
Interest paid: Number 14,624 2,530
Amount 154,400 48,816
Contributions: Number 14,276 2,619
Amount 53,812 35,847
Taxable income: Number 20,169 4,038
Amount 2,121,925 1,542,376
Total tax credits:[8]
Number 7,170 1,378
Amount 5,675 3,225
Child care credit: Number 1,755 252
Amount 810 123
Earned income credit:[9]
Number -- --
Amount -- --
Excess earned income
credit
(refundable):[10]
Number -- --
Amount -- --
Income tax:[11] Number 20,166 4,037
Amount 479,292 461,578
Total tax liability:[12]
Number 20,168 4,038
Amount 503,051 475,214
Tax due at time of
filing:[13] Number 10,692 2,302
Amount 65,504 75,384
Overpayments:[14] Number 7,892 818
Amount 26,374 13,413
ARIZONA
Number of returns 110,178 35,146
Number of joint returns 94,830 29,875
Number with paid
preparer's
signature 72,439 29,383
Number of exemptions[3] 309,568 99,276
Adjusted gross income
(AGI)[4] 14,503,496 18,807,295
Salaries and wages in
AGI:[5] Number 93,786 28,296
Amount 9,613,228 7,539,562
Taxable interest: Number 99,824 33,721
Amount 414,870 777,856
Tax-exempt interest:[6]
Number 16,348 11,439
Amount 175,138 329,688
Dividends: Number 73,642 29,774
Amount 399,832 745,473
Business or profession
net income
(less loss):
Number 23,894 8,839
Amount 644,412 596,818
Number of farm returns 928 649
Net capital gain
(less loss) in AGI:
Number 68,940 29,870
Amount 1,162,793 5,529,252
Taxable Individual
Retirement
Arrangements
distributions:
Number 15,138 3,694
Amount 425,897 255,965
Pensions and annuities in
AGI: Number 30,034 7,977
Amount 864,336 308,260
Social Security benefits
in AGI: Number 18,662 6,175
Amount 250,310 88,117
Total statutory
adjustments: Number 30,791 14,148
Amount 172,341 144,281
Self-employment
retirement
plans:[6] Number 5,050 3,004
Amount 55,718 57,641
Total itemized
deductions:[7]
Number 101,371 33,310
Amount 2,385,850 2,069,843
Medical and dental
expense: Number 5,329 561
Amount 55,563 13,976
Taxes paid: Number 101,360 33,345
Amount 766,157 991,578
Interest paid: Number 91,428 28,700
Amount 1,049,502 714,800
Contributions: Number 96,636 32,057
Amount 362,965 571,857
Taxable income: Number 110,042 35,102
Amount 11,232,820 16,650,265
Total tax credits:[8]
Number 36,369 11,614
Amount 28,916 51,916
Child care credit: Number 8,940 1,635
Amount 3,915 785
Earned income credit:[9]
Number -- --
Amount -- --
Excess earned income
credit
(refundable):[10]
Number -- --
Amount -- --
Income tax:[11] Number 110,073 35,111
Amount 2,522,106 4,923,667
Total tax liability:[12]
Number 110,097 35,121
Amount 2,623,536 4,998,568
Tax due at time of
filing:[13] Number 56,353 21,239
Amount 352,871 935,111
Overpayments:[14] Number 45,131 8,098
Amount 176,590 133,100
ARKANSAS
Number of returns 33,167 11,230
Number of joint returns 29,685 9,930
Number with paid
preparer's
signature 24,148 9,951
Number of exemptions[3] 93,270 31,725
Adjusted gross income
(AGI)[4] 4,359,072 5,568,862
Salaries and wages in
AGI:[5] Number 28,052 9,320
Amount 2,674,823 2,134,202
Taxable interest: Number 30,608 10,866
Amount 155,862 271,304
Tax-exempt interest:[6]
Number 4,367 3,337
Amount 44,109 85,808
Dividends: Number 21,899 9,431
Amount 111,255 543,841
Business or profession
net income
(less loss):
Number 8,208 3,638
Amount 229,055 230,565
Number of farm returns 2,522 1,184
Net capital gain
(less loss) in AGI:
Number 19,929 9,252
Amount 350,546 1,282,956
Taxable Individual
Retirement
Arrangements
distributions:
Number 4,546 1,190
Amount 119,715 62,171
Pensions and annuities in
AGI: Number 8,432 2,257
Amount 235,790 83,242
Social Security benefits
in AGI: Number 6,164 1,992
Amount 83,420 30,111
Total statutory
adjustments: Number 11,286 5,482
Amount 55,732 43,564
Self-employment
retirement
plans:[6] Number 1,360 861
Amount 13,861 14,518
Total itemized
deductions:[7]
Number 30,176 10,627
Amount 660,891 674,782
Medical and dental
expense: Number 1,344 125
Amount 11,716 3,377
Taxes paid: Number 30,160 10,634
Amount 261,399 334,814
Interest paid: Number 24,260 8,117
Amount 205,898 153,347
Contributions: Number 28,152 10,137
Amount 146,853 253,353
Taxable income: Number 33,124 11,215
Amount 3,424,645 4,865,426
Total tax credits:[8]
Number 9,835 2,806
Amount 7,232 16,486
Child care credit: Number 2,470 479
Amount 1,001 210
Earned income credit:[9]
Number -- --
Amount -- --
Excess earned income
credit
(refundable):[10]
Number -- --
Amount -- --
Income tax:[11] Number 33,127 11,220
Amount 766,296 1,489,484
Total tax liability:[12]
Number 33,144 11,223
Amount 807,307 1,515,662
Tax due at time of
filing:[13] Number 16,997 6,701
Amount 135,408 274,402
Overpayments:[14] Number 13,111 2,625
Amount 54,114 67,301
CALIFORNIA
Number of returns 1,001,977 361,558
Number of joint returns 816,570 294,755
Number with paid
preparer's
signature 684,241 294,636
Number of exemptions[3] 2,785,352 997,473
Adjusted gross income
(AGI)[4] 133,118,698 229,644,791
Salaries and wages in
AGI:[5] Number 877,146 295,818
Amount 95,127,102 101,315,189
Taxable interest: Number 918,900 345,494
Amount 3,254,701 7,513,933
Tax-exempt interest:[6]
Number 129,007 114,244
Amount 1,194,727 3,864,762
Dividends: Number 640,173 305,453
Amount 2,861,714 6,832,040
Business or profession
net income
(less loss):
Number 248,404 101,454
Amount 8,549,506 9,921,738
Number of farm returns 11,011 7,748
Net capital gain
(less loss) in AGI:
Number 596,861 304,667
Amount 8,826,451 68,164,781
Taxable Individual
Retirement
Arrangements
distributions:
Number 111,613 33,161
Amount 2,663,670 1,992,445
Pensions and annuities in
AGI: Number 211,383 64,227
Amount 5,657,709 2,455,230
Social Security benefits
in AGI: Number 129,055 52,847
Amount 1,685,395 794,110
Total statutory
adjustments: Number 287,213 143,218
Amount 1,970,402 2,103,076
Self-employment
retirement
plans:[6] Number 67,165 47,428
Amount 771,152 952,492
Total itemized
deductions:[7]
Number 945,005 351,884
Amount 27,598,680 32,566,912
Medical and dental
expense: Number 36,607 5,005
Amount 480,605 141,281
Taxes paid: Number 945,104 351,894
Amount 10,092,616 19,659,555
Interest paid: Number 809,512 302,562
Amount 12,517,663 9,389,189
Contributions: Number 890,772 334,538
Amount 2,983,606 7,094,400
Taxable income: Number 1,000,427 360,888
Amount 97,865,833 197,337,420
Total tax credits:[8]
Number 325,351 117,102
Amount 263,367 581,818
Child care credit: Number 100,356 22,078
Amount 48,814 10,870
Earned income credit:[9]
Number -- --
Amount -- --
Excess earned income
credit
(refundable):[10]
Number -- --
Amount -- --
Income tax:[11] Number 1,000,863 361,294
Amount 22,068,817 60,802,457
Total tax liability:[12]
Number 1,001,292 361,388
Amount 23,250,327 61,940,137
Tax due at time of
filing:[13] Number 446,139 209,523
Amount 2,940,482 11,985,200
Overpayments:[14] Number 482,035 91,139
Amount 2,008,132 1,440,380
COLORADO
Number of returns 134,905 43,877
Number of joint returns 116,468 37,418
Number with paid
preparer's
signature 81,114 35,354
Number of exemptions[3] 384,677 125,742
Adjusted gross income
(AGI)[4] 17,838,227 24,768,559
Salaries and wages in
AGI:[5] Number 120,715 36,809
Amount 12,327,918 9,741,015
Taxable interest: Number 125,648 42,711
Amount 418,219 983,229
Tax-exempt interest:[6]
Number 18,369 14,178
Amount 247,735 376,397
Dividends: Number 93,042 37,303
Amount 423,324 909,989
Business or profession
net income
(less loss):
Number 33,846 12,925
Amount 897,288 810,094
Number of farm returns 2,901 1,520
Net capital gain
(less loss) in AGI:
Number 87,861 37,843
Amount 1,413,298 7,895,786
Taxable Individual
Retirement
Arrangements
distributions:
Number 15,487 3,607
Amount 358,334 199,104
Pensions and annuities in
AGI: Number 31,910 8,357
Amount 845,484 285,993
Social Security benefits
in AGI: Number 14,627 5,145
Amount 180,229 72,251
Total statutory
adjustments: Number 43,368 20,095
Amount 240,594 203,381
Self-employment
retirement
plans:[6] Number 7,942 4,824
Amount 77,816 82,409
Total itemized
deductions:[7]
Number 124,979 41,603
Amount 2,859,721 2,742,905
Medical and dental
expense: Number 3,787 385
Amount 36,059 9,645
Taxes paid: Number 124,938 41,613
Amount 961,979 1,265,209
Interest paid: Number 113,422 35,940
Amount 1,336,197 899,579
Contributions: Number 118,143 39,888
Amount 397,910 1,050,209
Taxable income: Number 134,789 43,839
Amount 13,868,433 22,218,484
Total tax credits:[8]
Number 46,604 15,079
Amount 35,498 59,622
Child care credit: Number 11,759 2,425
Amount 5,035 1,122
Earned income credit:[9]
Number -- --
Amount -- --
Excess earned income
credit
(refundable):[10]
Number -- --
Amount -- --
Income tax:[11] Number 134,813 43,852
Amount 3,108,727 6,725,955
Total tax liability:[12]
Number 134,844 43,861
Amount 3,247,936 6,830,486
Tax due at time of
filing:[13] Number 68,696 27,008
Amount 429,988 1,354,793
Overpayments:[14] Number 56,113 9,233
Amount 215,769 134,633
CONNECTICUT
Number of returns 141,443 60,419
Number of joint returns 122,593 52,862
Number with paid
preparer's
signature 85,746 47,385
Number of exemptions[3] 410,089 182,781
Adjusted gross income
(AGI)[4] 18,768,161 40,177,553
Salaries and wages in
AGI:[5] Number 127,476 51,989
Amount 13,843,348 22,171,532
Taxable interest: Number 136,589 59,212
Amount 391,684 1,221,996
Tax-exempt interest:[6]
Number 23,072 24,657
Amount 190,152 791,128
Dividends: Number 99,378 54,022
Amount 491,596 1,376,534
Business or profession
net income
(less loss):
Number 30,975 15,653
Amount 975,870 1,353,246
Number of farm returns 460 299
Net capital gain
(less loss) in AGI:
Number 87,520 51,716
Amount 1,130,565 9,378,364
Taxable Individual
Retirement
Arrangements
distributions:
Number 16,129 5,161
Amount 350,913 317,857
Pensions and annuities in
AGI: Number 30,925 11,376
Amount 793,752 440,679
Social Security benefits
in AGI: Number 17,559 7,492
Amount 242,401 117,614
Total statutory
adjustments: Number 39,577 24,452
Amount 264,750 383,299
Self-employment
retirement
plans:[6] Number 9,394 8,733
Amount 96,967 181,278
Total itemized
deductions:[7]
Number 134,318 59,211
Amount 3,203,571 4,491,885
Medical and dental
expense: Number 4,427 748
Amount 61,634 26,831
Taxes paid: Number 134,376 59,252
Amount 1,431,605 2,726,367
Interest paid: Number 115,447 50,702
Amount 1,245,546 1,374,461
Contributions: Number 129,915 57,899
Amount 350,301 1,070,175
Taxable income: Number 141,261 60,362
Amount 14,414,385 35,803,344
Total tax credits:[8]
Number 49,612 22,672
Amount 34,364 106,875
Child care credit: Number 13,043 3,211
Amount 6,140 1,615
Earned income credit:[9]
Number -- --
Amount -- --
Excess earned income
credit
(refundable):[10]
Number -- --
Amount -- --
Income tax:[11] Number 141,302 60,395
Amount 3,252,944 11,529,679
Total tax liability:[12]
Number 141,350 60,404
Amount 3,407,150 11,743,597
Tax due at time of
filing:[13] Number 61,291 34,702
Amount 331,487 1,630,140
Overpayments:[14] Number 70,057 15,939
Amount 274,830 253,801
DELAWARE
Number of returns 24,068 6,297
Number of joint returns 21,228 5,348
Number with paid
preparer's
signature 13,319 4,787
Number of exemptions[3] 68,690 17,332
Adjusted gross income
(AGI)[4] 3,138,932 3,341,666
Salaries and wages in
AGI:[5] Number 21,790 5,232
Amount 2,273,429 1,502,630
Taxable interest: Number 22,389 6,131
Amount 64,938 96,162
Tax-exempt interest:[6]
Number 3,451 2,649
Amount 30,138 97,751
Dividends: Number 16,790 5,686
Amount 96,432 281,913
Business or profession
net income
(less loss):
Number 4,243 1,523
Amount 103,921 89,080
Number of farm returns 208 106
Net capital gain
(less loss) in AGI:
Number 14,193 5,429
Amount 187,142 746,985
Taxable Individual
Retirement
Arrangements
distributions:
Number 2,997 667
Amount 67,966 34,876
Pensions and annuities in
AGI: Number 6,979 1,637
Amount 189,610 70,011
Social Security benefits
in AGI: Number 3,587 1,173
Amount 49,609 17,569
Total statutory
adjustments: Number 5,422 2,378
Amount 26,025 27,146
Self-employment
retirement
plans:[6] Number 926 638
Amount 8,040 11,183
Total itemized
deductions:[7]
Number 22,713 6,109
Amount 492,617 428,497
Medical and dental
expense: Number 662 115
Amount 9,356 5,134
Taxes paid: Number 22,732 6,103
Amount 193,798 221,488
Interest paid: Number 20,008 5,035
Amount 194,997 107,791
Contributions: Number 22,033 5,943
Amount 75,598 125,662
Taxable income: Number 24,055 6,290
Amount 2,450,330 2,898,917
Total tax credits:[8]
Number 8,551 2,597
Amount 6,049 10,044
Child care credit: Number 2,406 358
Amount 1,089 154
Earned income credit:[9]
Number -- --
Amount -- --
Excess earned income
credit
(refundable):[10]
Number -- --
Amount -- --
Income tax:[11] Number 24,059 6,295
Amount 549,409 885,922
Total tax liability:[12]
Number 24,062 6,297
Amount 565,934 900,591
Tax due at time of
filing:[13] Number 12,052 3,840
Amount 59,585 165,510
Overpayments:[14] Number 10,548 1,407
Amount 34,668 17,664
DISTRICT OF COLUMBIA
Number of returns 16,562 8,183
Number of joint returns 9,220 5,902
Number with paid
preparer's
signature 9,239 6,291
Number of exemptions[3] 33,182 19,687
Adjusted gross income
(AGI)[4] 2,241,512 5,253,437
Salaries and wages in
AGI:[5] Number 14,085 6,317
Amount 1,545,444 1,999,932
Taxable interest: Number 14,972 7,923
Amount 53,507 211,884
Tax-exempt interest:[6]
Number 3,606 3,775
Amount 40,034 137,707
Dividends: Number 11,960 7,394
Amount 84,011 294,051
Business or profession
net income
(less loss):
Number 4,240 2,610
Amount 119,368 241,103
Number of farm returns 68 82
Net capital gain
(less loss) in AGI:
Number 10,977 7,167
Amount 168,075 1,464,122
Taxable Individual
Retirement
Arrangements
distributions:
Number 2,073 757
Amount 34,340 32,840
Pensions and annuities in
AGI: Number 4,169 1,955
Amount 165,466 96,267
Social Security benefits
in AGI: Number 2,247 1,193
Amount 27,316 18,459
Total statutory
adjustments: Number 4,795 4,031
Amount 31,924 87,501
Self-employment
retirement
plans:[6] Number 1,344 2,049
Amount 14,470 45,768
Total itemized
deductions:[7]
Number 15,877 8,057
Amount 439,560 810,081
Medical and dental
expense: Number 868 183
Amount 14,229 6,912
Taxes paid: Number 15,847 8,060
Amount 194,559 441,870
Interest paid: Number 12,100 6,898
Amount 156,510 210,102
Contributions: Number 14,775 7,759
Amount 59,960 219,056
Taxable income: Number 16,522 8,170
Amount 1,711,995 4,432,814
Total tax credits:[8]
Number 4,850 4,000
Amount 3,567 15,045
Child care credit: Number 1,146 658
Amount 589 394
Earned income credit:[9]
Number -- --
Amount -- --
Excess earned income
credit
(refundable):[10]
Number -- --
Amount -- --
Income tax:[11] Number 16,531 8,181
Amount 402,452 1,354,525
Total tax liability:[12]
Number 16,549 8,182
Amount 424,092 1,406,479
Tax due at time of
filing:[13] Number 7,391 4,384
Amount 41,071 169,744
Overpayments:[14] Number 7,574 1,769
Amount 31,811 25,721
FLORIDA
Number of returns 339,396 142,046
Number of joint returns 281,959 116,281
Number with paid
preparer's
signature 228,262 122,413
Number of exemptions[3] 899,154 370,240
Adjusted gross income
(AGI)[4] 45,074,585 89,134,556
Salaries and wages in
AGI:[5] Number 268,535 105,017
Amount 26,612,876 28,411,297
Taxable interest: Number 307,249 136,937
Amount 1,826,737 4,600,287
Tax-exempt interest:[6]
Number 59,620 53,016
Amount 1,020,861 2,874,511
Dividends: Number 235,954 123,750
Amount 1,882,245 4,500,813
Business or profession
net income
(less loss):
Number 67,640 33,528
Amount 1,767,611 2,510,716
Number of farm returns 4,532 3,467
Net capital gain
(less loss) in AGI:
Number 222,244 123,680
Amount 4,422,717 30,480,539
Taxable Individual
Retirement
Arrangements
distributions:
Number 58,105 21,563
Amount 1,712,499 1,680,044
Pensions and annuities in
AGI: Number 101,957 35,759
Amount 3,146,076 1,618,482
Social Security benefits
in AGI: Number 82,294 38,612
Amount 1,140,011 599,147
Total statutory
adjustments: Number 98,209 58,191
Amount 512,972 558,295
Self-employment
retirement
plans:[6] Number 11,834 9,212
Amount 122,383 160,132
Total itemized
deductions:[7]
Number 262,152 110,863
Amount 5,504,723 7,163,383
Medical and dental
expense: Number 18,909 2,658
Amount 238,459 96,763
Taxes paid: Number 258,257 110,348
Amount 1,146,644 1,940,902
Interest paid: Number 232,642 94,165
Amount 2,583,839 2,934,968
Contributions: Number 247,337 106,859
Amount 1,039,939 2,787,143
Taxable income: Number 338,776 141,793
Amount 36,625,689 81,535,934
Total tax credits:[8]
Number 110,590 51,484
Amount 87,992 213,884
Child care credit: Number 28,292 5,697
Amount 13,246 2,909
Earned income credit:[9]
Number -- --
Amount -- --
Excess earned income
credit
(refundable):[10]
Number -- --
Amount -- --
Income tax:[11] Number 338,844 141,864
Amount 8,329,352 24,373,685
Total tax liability:[12]
Number 338,987 141,923
Amount 8,591,372 24,637,731
Tax due at time of
filing:[13] Number 176,526 83,408
Amount 1,227,082 4,524,021
Overpayments:[14] Number 126,871 28,456
Amount 554,095 598,819
GEORGIA
Number of returns 198,665 66,781
Number of joint returns 174,427 58,591
Number with paid
preparer's
signature 119,478 54,254
Number of exemptions[3] 575,270 196,236
Adjusted gross income
(AGI)[4] 26,251,650 34,223,308
Salaries and wages in
AGI:[5] Number 181,849 57,615
Amount 19,399,146 15,407,313
Taxable interest: Number 179,999 64,554
Amount 551,357 1,079,054
Tax-exempt interest:[6]
Number 18,980 18,266
Amount 152,879 453,271
Dividends: Number 132,309 57,654
Amount 555,547 1,387,256
Business or profession
net income
(less loss):
Number 41,090 16,748
Amount 1,053,202 1,231,637
Number of farm returns 5,066 2,927
Net capital gain
(less loss) in AGI:
Number 114,589 55,778
Amount 1,565,755 6,294,193
Taxable Individual
Retirement
Arrangements
distributions:
Number 21,038 5,509
Amount 479,315 346,281
Pensions and annuities in
AGI: Number 44,536 12,607
Amount 1,175,472 446,089
Social Security benefits
in AGI: Number 20,435 7,862
Amount 269,716 117,529
Total statutory
adjustments: Number 54,027 27,841
Amount 274,407 316,957
Self-employment
retirement
plans:[6] Number 8,723 7,376
Amount 85,843 133,007
Total itemized
deductions:[7]
Number 189,191 64,775
Amount 4,560,863 4,218,454
Medical and dental
expense: Number 6,315 828
Amount 60,093 21,115
Taxes paid: Number 189,265 64,817
Amount 1,708,020 2,113,569
Interest paid: Number 170,606 56,342
Amount 1,848,792 1,348,181
Contributions: Number 179,472 62,363
Amount 780,106 1,260,504
Taxable income: Number 198,493 66,709
Amount 20,075,622 29,844,932
Total tax credits:[8]
Number 62,281 20,033
Amount 45,842 63,786
Child care credit: Number 17,654 3,242
Amount 7,806 1,553
Earned income credit:[9]
Number -- --
Amount -- --
Excess earned income
credit
(refundable):[10]
Number -- --
Amount -- --
Income tax:[11] Number 198,523 66,736
Amount 4,518,717 9,035,364
Total tax liability:[12]
Number 198,572 66,753
Amount 4,688,080 9,199,672
Tax due at time of
filing:[13] Number 95,671 40,881
Amount 569,266 1,782,665
Overpayments:[14] Number 91,390 15,873
Amount 354,277 203,394
HAWAII
Number of returns 28,078 6,966
Number of joint returns 24,124 5,618
Number with paid
preparer's
signature 18,082 5,804
Number of exemptions[3] 77,523 18,279
Adjusted gross income
(AGI)[4] 3,625,736 3,205,927
Salaries and wages in
AGI:[5] Number 24,154 5,337
Amount 2,322,989 1,105,733
Taxable interest: Number 27,136 6,813
Amount 97,363 122,987
Tax-exempt interest:[6]
Number 4,741 2,470
Amount 31,734 56,997
Dividends: Number 19,734 5,898
Amount 98,511 157,567
Business or profession
net income
(less loss):
Number 7,001 2,117
Amount 207,106 190,114
Number of farm returns 415 154
Net capital gain
(less loss) in AGI:
Number 17,800 5,793
Amount 304,269 950,001
Taxable Individual
Retirement
Arrangements
distributions:
Number 4,556 906
Amount 92,976 51,321
Pensions and annuities in
AGI: Number 8,990 1,994
Amount 289,620 112,245
Social Security benefits
in AGI: Number 5,354 1,588
Amount 74,215 25,101
Total statutory
adjustments: Number 7,512 2,881
Amount 44,327 33,794
Self-employment
retirement
plans:[6] Number 1,711 873
Amount 18,005 16,901
Total itemized
deductions:[7]
Number 25,650 6,627
Amount 683,603 454,218
Medical and dental
expense: Number 774 113
Amount 12,317 4,607
Taxes paid: Number 25,628 6,621
Amount 234,127 231,824
Interest paid: Number 21,691 5,379
Amount 338,008 157,191
Contributions: Number 24,139 6,190
Amount 70,394 98,887
Taxable income: Number 28,044 6,953
Amount 2,714,688 2,734,584
Total tax credits:[8]
Number 10,141 2,489
Amount 8,017 11,595
Child care credit: Number 3,204 470
Amount 1,252 218
Earned income credit:[9]
Number -- --
Amount -- --
Excess earned income
credit
(refundable):[10]
Number -- --
Amount -- --
Income tax:[11] Number 28,047 6,957
Amount 595,881 783,663
Total tax liability:[12]
Number 28,060 6,960
Amount 624,960 801,974
Tax due at time of
filing:[13] Number 14,131 3,555
Amount 82,305 153,125
Overpayments:[14] Number 10,661 1,604
Amount 39,559 21,063
IDAHO
Number of returns 19,652 6,500
Number of joint returns 17,657 5,703
Number with paid
preparer's
signature 14,020 5,760
Number of exemptions[3] 59,582 19,627
Adjusted gross income
(AGI)[4] 2,577,535 3,431,217
Salaries and wages in
AGI:[5] Number 16,594 5,126
Amount 1,532,579 1,171,988
Taxable interest: Number 18,315 6,329
Amount 92,444 159,476
Tax-exempt interest:[6]
Number 2,919 1,968
Amount 22,464 51,468
Dividends: Number 13,457 5,479
Amount 63,764 156,841
Business or profession
net income
(less loss):
Number 5,084 1,872
Amount 165,329 162,439
Number of farm returns 1,258 524
Net capital gain
(less loss) in AGI:
Number 13,338 5,563
Amount 270,678 988,782
Taxable Individual
Retirement
Arrangements
distributions:
Number 2,578 666
Amount 64,044 36,738
Pensions and annuities in
AGI: Number 4,624 1,198
Amount 118,162 39,315
Social Security benefits
in AGI: Number 3,037 1,083
Amount 40,892 15,520
Total statutory
adjustments: Number 6,820 2,950
Amount 40,950 30,825
Self-employment
retirement
plans:[6] Number 1,247 694
Amount 14,100 13,489
Total itemized
deductions:[7]
Number 18,321 6,104
Amount 442,473 479,207
Medical and dental
expense: Number 762 74
Amount 6,494 1,734
Taxes paid: Number 18,297 6,103
Amount 182,216 236,405
Interest paid: Number 15,807 5,011
Amount 159,004 163,306
Contributions: Number 17,203 5,864
Amount 82,556 135,008
Taxable income: Number 19,630 6,482
Amount 1,964,767 2,938,414
Total tax credits:[8]
Number 6,927 2,051
Amount 5,664 7,959
Child care credit: Number 1,415 313
Amount 576 139
Earned income credit:[9]
Number -- --
Amount -- --
Excess earned income
credit
(refundable):[10]
Number -- --
Amount -- --
Income tax:[11] Number 19,635 6,494
Amount 431,509 877,561
Total tax liability:[12]
Number 19,642 6,497
Amount 458,149 894,756
Tax due at time of
filing:[13] Number 10,835 4,247
Amount 89,859 216,684
Overpayments:[14] Number 7,088 1,239
Amount 27,995 17,731
ILLINOIS
Number of returns 366,354 127,566
Number of joint returns 314,964 109,721
Number with paid
preparer's
signature 221,170 100,367
Number of exemptions[3] 1,074,712 379,341
Adjusted gross income
(AGI)[4] 48,253,476 73,460,663
Salaries and wages in
AGI:[5] Number 331,427 108,627
Amount 35,260,166 32,262,943
Taxable interest: Number 338,475 123,358
Amount 1,219,817 2,921,648
Tax-exempt interest:[6]
Number 53,685 49,087
Amount 435,790 1,505,629
Dividends: Number 252,216 111,994
Amount 1,194,582 2,711,455
Business or profession
net income
(less loss):
Number 72,622 32,158
Amount 1,904,093 2,171,974
Number of farm returns 5,922 2,399
Net capital gain
(less loss) in AGI:
Number 223,544 108,889
Amount 3,060,897 19,698,718
Taxable Individual
Retirement
Arrangements
distributions:
Number 44,118 12,530
Amount 1,049,254 786,027
Pensions and annuities in
AGI: Number 80,879 25,149
Amount 1,999,108 895,895
Social Security benefits
in AGI: Number 44,815 18,121
Amount 602,212 286,271
Total statutory
adjustments: Number 92,733 52,815
Amount 499,298 662,076
Self-employment
retirement
plans:[6] Number 17,707 15,996
Amount 174,646 304,228
Total itemized
deductions:[7]
Number 324,955 119,166
Amount 7,114,475 6,544,418
Medical and dental
expense: Number 10,451 1,410
Amount 121,252 45,601
Taxes paid: Number 325,314 119,355
Amount 2,612,237 3,263,884
Interest paid: Number 286,922 99,589
Amount 2,944,920 2,213,921
Contributions: Number 311,265 115,848
Amount 1,061,328 2,042,485
Taxable income: Number 366,107 127,462
Amount 37,961,260 66,702,091
Total tax credits:[8]
Number 127,193 45,792
Amount 89,750 157,228
Child care credit: Number 28,085 5,430
Amount 13,137 2,778
Earned income credit:[9]
Number -- --
Amount -- --
Excess earned income
credit
(refundable):[10]
Number -- --
Amount -- --
Income tax:[11] Number 366,174 127,509
Amount 8,594,882 20,521,501
Total tax liability:[12]
Number 366,232 127,533
Amount 8,912,158 20,914,784
Tax due at time of
filing:[13] Number 167,592 74,150
Amount 947,052 3,192,748
Overpayments:[14] Number 171,720 29,668
Amount 655,548 504,968
INDIANA
Number of returns 126,944 35,776
Number of joint returns 115,144 31,694
Number with paid
preparer's
signature 79,965 29,880
Number of exemptions[3] 378,810 107,413
Adjusted gross income
(AGI)[4] 16,364,660 18,384,822
Salaries and wages in
AGI:[5] Number 115,527 30,685
Amount 11,646,604 7,223,677
Taxable interest: Number 118,594 34,967
Amount 389,692 697,238
Tax-exempt interest:[6]
Number 15,381 12,666
Amount 127,166 343,217
Dividends: Number 77,995 30,476
Amount 356,622 738,601
Business or profession
net income
(less loss):
Number 26,780 9,718
Amount 760,212 746,624
Number of farm returns 4,228 1,528
Net capital gain
(less loss) in AGI:
Number 68,753 29,689
Amount 954,786 3,914,647
Taxable Individual
Retirement
Arrangements
distributions:
Number 14,335 3,443
Amount 351,565 192,686
Pensions and annuities in
AGI: Number 29,013 7,086
Amount 678,550 242,547
Social Security benefits
in AGI: Number 15,601 5,231
Amount 219,108 81,477
Total statutory
adjustments: Number 35,500 17,862
Amount 174,545 172,185
Self-employment
retirement
plans:[6] Number 5,707 4,290
Amount 57,694 78,599
Total itemized
deductions:[7]
Number 114,190 33,793
Amount 2,293,071 1,808,254
Medical and dental
expense: Number 2,900 301
Amount 31,036 9,760
Taxes paid: Number 114,304 33,850
Amount 889,293 937,730
Interest paid: Number 100,544 27,261
Amount 867,156 505,838
Contributions: Number 107,413 32,662
Amount 422,807 636,835
Taxable income: Number 126,863 35,754
Amount 12,953,494 16,485,069
Total tax credits:[8]
Number 43,537 12,625
Amount 32,568 35,714
Child care credit: Number 9,671 1,527
Amount 4,164 710
Earned income credit:[9]
Number -- --
Amount -- --
Excess earned income
credit
(refundable):[10]
Number -- --
Amount -- --
Income tax:[11] Number 126,880 35,767
Amount 2,898,026 5,035,185
Total tax liability:[12]
Number 126,903 35,770
Amount 3,024,389 5,126,267
Tax due at time of
filing:[13] Number 57,230 21,688
Amount 344,909 947,555
Overpayments:[14] Number 60,696 7,629
Amount 226,091 125,063
IOWA
Number of returns 51,486 15,079
Number of joint returns 46,375 13,401
Number with paid
preparer's
signature 37,534 13,020
Number of exemptions[3] 152,627 44,155
Adjusted gross income
(AGI)[4] 6,704,648 7,381,088
Salaries and wages in
AGI:[5] Number 44,099 12,693
Amount 4,112,197 2,975,749
Taxable interest: Number 49,507 14,861
Amount 243,746 313,695
Tax-exempt interest:[6]
Number 9,606 5,883
Amount 64,406 134,849
Dividends: Number 37,343 13,224
Amount 191,388 283,632
Business or profession
net income
(less loss):
Number 12,256 4,194
Amount 369,173 277,791
Number of farm returns 3,936 1,191
Net capital gain
(less loss) in AGI:
Number 35,018 12,978
Amount 587,973 1,791,286
Taxable Individual
Retirement
Arrangements
distributions:
Number 7,683 1,796
Amount 151,285 84,784
Pensions and annuities in
AGI: Number 12,673 3,381
Amount 283,968 104,682
Social Security benefits
in AGI: Number 9,712 2,945
Amount 137,415 46,646
Total statutory
adjustments: Number 16,932 7,270
Amount 99,454 65,273
Self-employment
retirement
plans:[6] Number 3,734 1,801
Amount 37,410 28,803
Total itemized
deductions:[7]
Number 46,676 14,358
Amount 975,523 866,401
Medical and dental
expense: Number 1,514 133
Amount 18,771 4,083
Taxes paid: Number 46,682 14,368
Amount 440,010 467,955
Interest paid: Number 36,770 10,554
Amount 294,463 184,699
Contributions: Number 44,794 13,973
Amount 178,359 306,579
Taxable income: Number 51,459 15,062
Amount 5,278,430 6,474,936
Total tax credits:[8]
Number 19,063 5,532
Amount 14,032 12,378
Child care credit: Number 4,342 688
Amount 1,648 268
Earned income credit:[9]
Number -- --
Amount -- --
Excess earned income
credit
(refundable):[10]
Number -- --
Amount -- --
Income tax:[11] Number 51,462 15,066
Amount 1,166,537 1,921,927
Total tax liability:[12]
Number 51,471 15,070
Amount 1,234,603 1,955,205
Tax due at time of
filing:[13] Number 27,977 8,898
Amount 190,382 245,247
Overpayments:[14] Number 18,931 3,457
Amount 67,185 43,142
KANSAS
Number of returns 59,088 17,879
Number of joint returns 53,332 16,032
Number with paid
preparer's
signature 39,853 15,215
Number of exemptions[3] 177,512 54,240
Adjusted gross income
(AGI)[4] 7,707,776 9,114,988
Salaries and wages in
AGI:[5] Number 51,802 15,187
Amount 5,145,070 3,876,067
Taxable interest: Number 55,497 17,522
Amount 233,653 383,558
Tax-exempt interest:[6]
Number 9,203 6,457
Amount 81,153 189,916
Dividends: Number 40,548 15,400
Amount 196,647 376,914
Business or profession
net income
(less loss):
Number 14,824 5,573
Amount 406,742 345,098
Number of farm returns 3,816 1,323
Net capital gain
(less loss) in AGI:
Number 37,200 15,166
Amount 513,364 2,109,127
Taxable Individual
Retirement
Arrangements
distributions:
Number 8,628 1,926
Amount 193,591 98,749
Pensions and annuities in
AGI: Number 14,216 3,731
Amount 335,061 111,708
Social Security benefits
in AGI: Number 9,242 2,853
Amount 132,984 45,387
Total statutory
adjustments: Number 18,958 8,669
Amount 107,914 84,292
Self-employment
retirement
plans:[6] Number 3,656 2,157
Amount 35,992 35,705
Total itemized
deductions:[7]
Number 54,536 17,179
Amount 1,168,793 1,026,278
Medical and dental
expense: Number 2,172 206
Amount 22,300 6,386
Taxes paid: Number 54,514 17,172
Amount 490,356 579,316
Interest paid: Number 45,692 13,525
Amount 393,975 234,664
Contributions: Number 52,006 16,657
Amount 220,194 331,294
Taxable income: Number 59,061 17,863
Amount 6,023,958 8,042,078
Total tax credits:[8]
Number 21,287 6,316
Amount 15,876 15,761
Child care credit: Number 5,053 870
Amount 2,152 414
Earned income credit:[9]
Number -- --
Amount -- --
Excess earned income
credit
(refundable):[10]
Number -- --
Amount -- --
Income tax:[11] Number 59,064 17,871
Amount 1,341,411 2,410,673
Total tax liability:[12]
Number 59,073 17,873
Amount 1,415,242 2,455,698
Tax due at time of
filing:[13] Number 29,324 10,684
Amount 196,264 452,939
Overpayments:[14] Number 24,642 4,131
Amount 89,669 63,188
KENTUCKY
Number of returns 62,032 19,793
Number of joint returns 55,494 17,329
Number with paid
preparer's
signature 42,016 17,004
Number of exemptions[3] 181,459 57,820
Adjusted gross income
(AGI)[4] 8,110,231 9,587,670
Salaries and wages in
AGI:[5] Number 54,985 16,526
Amount 5,408,064 3,806,482
Taxable interest: Number 57,440 19,285
Amount 222,307 360,128
Tax-exempt interest:[6]
Number 8,012 6,490
Amount 73,851 165,511
Dividends: Number 40,699 16,918
Amount 224,192 441,486
Business or profession
net income
(less loss):
Number 14,759 6,058
Amount 448,922 444,077
Number of farm returns 4,419 2,039
Net capital gain
(less loss) in AGI:
Number 35,672 16,413
Amount 555,317 2,192,934
Taxable Individual
Retirement
Arrangements
distributions:
Number 7,458 1,926
Amount 178,262 106,437
Pensions and annuities in
AGI: Number 15,553 4,182
Amount 400,890 129,050
Social Security benefits
in AGI: Number 8,263 3,082
Amount 110,795 47,953
Total statutory
adjustments: Number 19,462 9,749
Amount 107,795 95,026
Self-employment
retirement
plans:[6] Number 3,335 2,200
Amount 35,732 39,384
Total itemized
deductions:[7]
Number 57,895 18,907
Amount 1,300,647 1,104,903
Medical and dental
expense: Number 1,515 172
Amount 19,977 5,979
Taxes paid: Number 57,881 18,915
Amount 575,912 628,165
Interest paid: Number 48,710 14,781
Amount 430,804 281,886
Contributions: Number 54,888 18,266
Amount 228,331 315,290
Taxable income: Number 61,966 19,765
Amount 6,290,140 8,441,073
Total tax credits:[8]
Number 20,664 6,465
Amount 15,569 19,393
Child care credit: Number 5,296 880
Amount 2,221 392
Earned income credit:[9]
Number -- --
Amount -- --
Excess earned income
credit
(refundable):[10]
Number -- --
Amount -- --
Income tax:[11] Number 61,989 19,784
Amount 1,404,096 2,524,194
Total tax liability:[12]
Number 62,006 19,787
Amount 1,479,546 2,576,727
Tax due at time of
filing:[13] Number 29,004 11,683
Amount 192,735 472,367
Overpayments:[14] Number 27,514 4,533
Amount 109,753 69,781
LOUISIANA
Number of returns 66,158 22,433
Number of joint returns 58,173 19,255
Number with paid
preparer's
signature 44,010 19,583
Number of exemptions[3] 196,208 65,365
Adjusted gross income
(AGI)[4] 8,644,023 10,648,685
Salaries and wages in
AGI:[5] Number 57,408 17,789
Amount 5,606,612 3,935,137
Taxable interest: Number 60,529 21,616
Amount 255,135 455,443
Tax-exempt interest:[6]
Number 8,848 7,619
Amount 96,095 304,238
Dividends: Number 42,747 19,050
Amount 227,511 417,661
Business or profession
net income
(less loss):
Number 16,413 8,085
Amount 497,667 699,344
Number of farm returns 2,454 1,239
Net capital gain
(less loss) in AGI:
Number 38,331 18,683
Amount 564,281 2,262,667
Taxable Individual
Retirement
Arrangements
distributions:
Number 8,413 2,328
Amount 225,592 124,241
Pensions and annuities in
AGI: Number 17,216 4,733
Amount 460,646 162,736
Social Security benefits
in AGI: Number 9,708 3,655
Amount 129,360 56,512
Total statutory
adjustments: Number 21,131 11,951
Amount 117,414 134,293
Self-employment
retirement
plans:[6] Number 3,706 3,297
Amount 40,620 62,073
Total itemized
deductions:[7]
Number 51,078 19,512
Amount 1,002,061 929,451
Medical and dental
expense: Number 2,452 304
Amount 26,851 7,888
Taxes paid: Number 51,163 19,547
Amount 251,627 391,547
Interest paid: Number 44,790 15,286
Amount 401,797 292,642
Contributions: Number 48,219 18,664
Amount 218,123 288,303
Taxable income: Number 66,079 22,402
Amount 7,006,935 9,650,623
Total tax credits:[8]
Number 22,831 7,430
Amount 19,519 20,926
Child care credit: Number 6,377 1,134
Amount 2,687 552
Earned income credit:[9]
Number -- --
Amount -- --
Excess earned income
credit
(refundable):[10]
Number -- --
Amount -- --
Income tax:[11] Number 66,088 22,415
Amount 1,585,389 2,911,766
Total tax liability:[12]
Number 66,116 22,421
Amount 1,671,687 2,998,561
Tax due at time of
filing:[13] Number 33,692 12,792
Amount 228,339 538,060
Overpayments:[14] Number 26,072 4,506
Amount 100,631 62,417
MAINE
Number of returns 20,804 6,968
Number of joint returns 18,105 5,988
Number with paid
preparer's
signature 14,046 6,015
Number of exemptions[3] 59,416 19,702
Adjusted gross income
(AGI)[4] 2,737,618 3,508,806
Salaries and wages in
AGI:[5] Number 17,523 5,557
Amount 1,634,002 1,220,142
Taxable interest: Number 20,216 6,880
Amount 86,552 127,042
Tax-exempt interest:[6]
Number 3,786 2,792
Amount 34,909 68,216
Dividends: Number 14,674 6,117
Amount 108,446 161,271
Business or profession
net income
(less loss):
Number 5,610 2,046
Amount 199,191 148,197
Number of farm returns 275 112
Net capital gain
(less loss) in AGI:
Number 13,637 6,046
Amount 290,333 1,186,855
Taxable Individual
Retirement
Arrangements
distributions:
Number 2,851 733
Amount 64,724 35,474
Pensions and annuities in
AGI: Number 5,190 1,543
Amount 135,865 47,387
Social Security benefits
in AGI: Number 3,509 1,278
Amount 46,247 18,278
Total statutory
adjustments: Number 7,480 3,389
Amount 49,859 34,425
Self-employment
retirement
plans:[6] Number 1,654 809
Amount 17,338 14,055
Total itemized
deductions:[7]
Number 19,802 6,704
Amount 457,556 431,138
Medical and dental
expense: Number 775 95
Amount 10,796 4,232
Taxes paid: Number 19,798 6,709
Amount 234,467 280,985
Interest paid: Number 16,062 5,185
Amount 136,091 82,953
Contributions: Number 18,780 6,502
Amount 61,394 116,626
Taxable income: Number 20,774 6,957
Amount 2,112,991 3,060,914
Total tax credits:[8]
Number 7,627 2,788
Amount 5,742 6,826
Child care credit: Number 1,720 354
Amount 687 160
Earned income credit:[9]
Number -- --
Amount -- --
Excess earned income
credit
(refundable):[10]
Number -- --
Amount -- --
Income tax:[11] Number 20,784 6,967
Amount 466,974 873,357
Total tax liability:[12]
Number 20,791 6,967
Amount 495,243 889,514
Tax due at time of
filing:[13] Number 10,102 4,216
Amount 74,468 185,922
Overpayments:[14] Number 8,509 1,562
Amount 34,109 18,279
MARYLAND
Number of returns 201,697 53,611
Number of joint returns 178,376 47,330
Number with paid
preparer's
signature 103,320 40,360
Number of exemptions[3] 589,515 160,020
Adjusted gross income
(AGI)[4] 26,506,562 27,470,947
Salaries and wages in
AGI:[5] Number 184,157 45,996
Amount 20,015,748 12,653,269
Taxable interest: Number 189,043 52,316
Amount 533,494 935,146
Tax-exempt interest:[6]
Number 28,250 19,533
Amount 205,461 475,318
Dividends: Number 133,442 47,531
Amount 616,146 1,099,597
Business or profession
net income
(less loss):
Number 42,734 14,917
Amount 986,729 980,628
Number of farm returns 1,682 904
Net capital gain
(less loss) in AGI:
Number 119,772 46,304
Amount 1,401,931 6,403,752
Taxable Individual
Retirement
Arrangements
distributions:
Number 22,925 5,361
Amount 441,029 265,796
Pensions and annuities in
AGI: Number 51,410 12,098
Amount 1,527,727 479,151
Social Security benefits
in AGI: Number 22,716 7,363
Amount 294,279 115,322
Total statutory
adjustments: Number 48,392 23,125
Amount 252,558 296,962
Self-employment
retirement
plans:[6] Number 10,276 8,162
Amount 91,661 147,071
Total itemized
deductions:[7]
Number 196,927 52,762
Amount 5,218,240 3,725,341
Medical and dental
expense: Number 7,270 833
Amount 85,867 25,218
Taxes paid: Number 196,881 52,776
Amount 2,216,568 2,169,662
Interest paid: Number 173,655 45,477
Amount 2,063,976 1,081,151
Contributions: Number 189,932 51,444
Amount 692,373 868,250
Taxable income: Number 201,554 53,547
Amount 19,667,021 23,623,595
Total tax credits:[8]
Number 74,005 21,310
Amount 52,423 61,916
Child care credit: Number 25,713 4,520
Amount 13,285 2,445
Earned income credit:[9]
Number -- --
Amount -- --
Excess earned income
credit
(refundable):[10]
Number -- --
Amount -- --
Income tax:[11] Number 201,593 53,583
Amount 4,367,063 7,174,537
Total tax liability:[12]
Number 201,636 53,594
Amount 4,525,482 7,332,283
Tax due at time of
filing:[13] Number 92,191 30,909
Amount 420,360 1,119,147
Overpayments:[14] Number 97,475 13,603
Amount 336,148 179,884
MASSACHUSETTS
Number of returns 234,241 87,937
Number of joint returns 198,643 75,335
Number with paid
preparer's
signature 143,724 68,911
Number of exemptions[3] 677,281 261,342
Adjusted gross income
(AGI)[4] 31,109,083 53,082,247
Salaries and wages in
AGI:[5] Number 213,853 76,257
Amount 23,046,509 23,648,876
Taxable interest: Number 224,307 86,457
Amount 652,244 1,663,164
Tax-exempt interest:[6]
Number 35,108 35,444
Amount 246,341 1,022,602
Dividends: Number 158,612 77,484
Amount 740,873 1,912,114
Business or profession
net income
(less loss):
Number 54,434 25,158
Amount 1,657,269 1,926,175
Number of farm returns 542 402
Net capital gain
(less loss) in AGI:
Number 146,832 76,463
Amount 2,186,275 16,536,309
Taxable Individual
Retirement
Arrangements
distributions:
Number 24,458 6,993
Amount 516,469 334,170
Pensions and annuities in
AGI: Number 43,696 15,415
Amount 1,041,085 555,447
Social Security benefits
in AGI: Number 25,006 10,688
Amount 337,311 166,583
Total statutory
adjustments: Number 66,123 37,177
Amount 377,892 443,838
Self-employment
retirement
plans:[6] Number 14,918 11,968
Amount 141,511 194,493
Total itemized
deductions:[7]
Number 222,541 85,519
Amount 5,203,018 5,784,558
Medical and dental
expense: Number 6,230 1,034
Amount 88,451 43,159
Taxes paid: Number 222,522 85,567
Amount 2,433,358 3,477,719
Interest paid: Number 187,976 71,170
Amount 1,956,503 1,507,969
Contributions: Number 213,077 83,077
Amount 542,201 1,625,869
Taxable income: Number 234,036 87,860
Amount 24,006,704 47,408,043
Total tax credits:[8]
Number 83,559 34,314
Amount 59,197 123,051
Child care credit: Number 22,912 6,228
Amount 10,727 3,110
Earned income credit:[9]
Number -- --
Amount -- --
Excess earned income
credit
(refundable):[10]
Number -- --
Amount -- --
Income tax:[11] Number 234,088 87,897
Amount 5,423,846 14,295,346
Total tax liability:[12]
Number 234,141 87,917
Amount 5,651,473 14,529,089
Tax due at time of
filing:[13] Number 107,655 52,386
Amount 623,416 2,522,041
Overpayments:[14] Number 110,191 20,099
Amount 428,656 328,687
MICHIGAN
Number of returns 292,976 73,114
Number of joint returns 263,110 64,730
Number with paid
preparer's
signature 183,148 59,452
Number of exemptions[3] 875,020 215,583
Adjusted gross income
(AGI)[4] 37,898,953 37,580,407
Salaries and wages in
AGI:[5] Number 271,358 64,077
Amount 28,950,770 17,691,387
Taxable interest: Number 272,274 71,040
Amount 809,539 1,554,228
Tax-exempt interest:[6]
Number 32,716 25,081
Amount 252,194 700,960
Dividends: Number 183,138 62,975
Amount 783,998 1,693,437
Business or profession
net income
(less loss):
Number 53,265 18,209
Amount 1,288,607 1,189,573
Number of farm returns 3,587 1,184
Net capital gain
(less loss) in AGI:
Number 160,507 61,261
Amount 2,075,062 8,410,284
Taxable Individual
Retirement
Arrangements
distributions:
Number 31,381 7,199
Amount 721,235 444,837
Pensions and annuities in
AGI: Number 63,564 14,894
Amount 1,590,007 605,746
Social Security benefits
in AGI: Number 33,335 11,194
Amount 471,085 177,307
Total statutory
adjustments: Number 63,214 29,602
Amount 304,202 273,395
Self-employment
retirement
plans:[6] Number 10,466 6,519
Amount 98,507 105,011
Total itemized
deductions:[7]
Number 273,202 70,320
Amount 5,767,868 3,964,938
Medical and dental
expense: Number 4,360 507
Amount 52,424 18,649
Taxes paid: Number 273,426 70,390
Amount 2,376,881 2,115,680
Interest paid: Number 242,397 57,874
Amount 2,221,778 1,157,093
Contributions: Number 263,455 68,409
Amount 917,044 1,371,517
Taxable income: Number 292,844 73,063
Amount 29,617,064 33,542,619
Total tax credits:[8]
Number 104,210 27,045
Amount 80,823 119,075
Child care credit: Number 23,612 3,299
Amount 10,041 1,498
Earned income credit:[9]
Number -- --
Amount -- --
Excess earned income
credit
(refundable):[10]
Number -- --
Amount -- --
Income tax:[11] Number 292,880 73,085
Amount 6,616,132 10,449,658
Total tax liability:[12]
Number 292,903 73,100
Amount 6,815,134 10,593,220
Tax due at time of
filing:[13] Number 119,251 41,482
Amount 597,998 1,694,599
Overpayments:[14] Number 155,383 18,876
Amount 572,630 278,550
MINNESOTA
Number of returns 138,155 43,680
Number of joint returns 123,654 38,682
Number with paid
preparer's
signature 85,690 35,701
Number of exemptions[3] 420,515 131,936
Adjusted gross income
(AGI)[4] 18,153,912 23,032,494
Salaries and wages in
AGI:[5] Number 126,857 38,706
Amount 13,129,509 9,941,981
Taxable interest: Number 129,158 42,633
Amount 387,349 902,462
Tax-exempt interest:[6]
Number 20,740 15,525
Amount 131,643 384,015
Dividends: Number 98,151 37,886
Amount 372,427 778,420
Business or profession
net income
(less loss):
Number 29,326 10,727
Amount 760,894 599,368
Number of farm returns 3,934 1,370
Net capital gain
(less loss) in AGI:
Number 87,768 37,341
Amount 1,118,415 5,661,892
Taxable Individual
Retirement
Arrangements
distributions:
Number 16,228 3,765
Amount 355,297 201,313
Pensions and annuities in
AGI: Number 27,884 8,363
Amount 715,655 277,878
Social Security benefits
in AGI: Number 15,277 5,306
Amount 203,340 81,141
Total statutory
adjustments: Number 37,806 18,268
Amount 203,446 172,017
Self-employment
retirement
plans:[6] Number 7,847 4,329
Amount 73,200 68,953
Total itemized
deductions:[7]
Number 134,223 42,818
Amount 3,245,797 3,170,697
Medical and dental
expense: Number 2,994 287
Amount 32,324 9,867
Taxes paid: Number 134,210 42,823
Amount 1,504,890 1,940,891
Interest paid: Number 117,417 36,231
Amount 1,146,148 747,231
Contributions: Number 130,359 41,824
Amount 467,269 851,203
Taxable income: Number 138,060 43,632
Amount 13,746,933 19,857,190
Total tax credits:[8]
Number 51,479 16,079
Amount 37,807 38,216
Child care credit: Number 12,719 2,669
Amount 4,944 1,145
Earned income credit:[9]
Number -- --
Amount -- --
Excess earned income
credit
(refundable):[10]
Number -- --
Amount -- --
Income tax:[11] Number 138,084 43,659
Amount 3,056,317 6,015,764
Total tax liability:[12]
Number 138,103 43,671
Amount 3,179,732 6,095,305
Tax due at time of
filing:[13] Number 68,230 26,382
Amount 395,702 1,149,010
Overpayments:[14] Number 61,367 10,963
Amount 210,957 127,238
MISSISSIPPI
Number of returns 31,617 10,504
Number of joint returns 28,336 9,213
Number with paid
preparer's
signature 23,010 9,514
Number of exemptions[3] 90,687 30,194
Adjusted gross income
(AGI)[4] 4,121,031 5,277,889
Salaries and wages in
AGI:[5] Number 27,210 8,390
Amount 2,557,267 1,855,688
Taxable interest: Number 28,446 10,100
Amount 130,819 216,080
Tax-exempt interest:[6]
Number 3,576 2,965
Amount 33,295 68,789
Dividends: Number 19,844 8,710
Amount 107,089 193,558
Business or profession
net income
(less loss):
Number 8,798 3,925
Amount 295,547 375,172
Number of farm returns 2,963 1,517
Net capital gain
(less loss) in AGI:
Number 18,246 8,622
Amount 328,273 1,277,854
Taxable Individual
Retirement
Arrangements
distributions:
Number 3,852 1,082
Amount 91,929 48,183
Pensions and annuities in
AGI: Number 8,468 2,392
Amount 222,800 78,290
Social Security benefits
in AGI: Number 5,227 1,888
Amount 70,745 27,816
Total statutory
adjustments: Number 11,411 5,728
Amount 63,600 61,022
Self-employment
retirement
plans:[6] Number 1,773 1,380
Amount 18,660 25,100
Total itemized
deductions:[7]
Number 27,611 9,752
Amount 601,246 643,389
Medical and dental
expense: Number 1,290 142
Amount 10,287 3,511
Taxes paid: Number 27,567 9,756
Amount 187,412 239,618
Interest paid: Number 23,114 7,456
Amount 196,275 169,865
Contributions: Number 26,005 9,358
Amount 146,716 226,411
Taxable income: Number 31,573 10,476
Amount 3,247,917 4,608,762
Total tax credits:[8]
Number 9,870 3,063
Amount 8,030 7,499
Child care credit: Number 2,438 469
Amount 1,008 227
Earned income credit:[9]
Number -- --
Amount -- --
Excess earned income
credit
(refundable):[10]
Number -- --
Amount -- --
Income tax:[11] Number 31,575 10,479
Amount 723,367 1,377,736
Total tax liability:[12]
Number 31,588 10,485
Amount 769,241 1,415,252
Tax due at time of
filing:[13] Number 17,017 6,451
Amount 128,480 297,867
Overpayments:[14] Number 11,762 2,068
Amount 46,774 33,822
MISSOURI
Number of returns 111,146 34,752
Number of joint returns 98,484 30,109
Number with paid
preparer's
signature 72,380 28,742
Number of exemptions[3] 326,984 101,535
Adjusted gross income
(AGI)[4] 14,498,883 18,580,124
Salaries and wages in
AGI:[5] Number 98,552 29,257
Amount 9,978,861 7,687,290
Taxable interest: Number 102,342 33,761
Amount 414,837 790,110
Tax-exempt interest:[6]
Number 16,839 13,431
Amount 151,086 391,721
Dividends: Number 76,485 30,245
Amount 415,888 850,873
Business or profession
net income
(less loss):
Number 24,286 9,601
Amount 708,676 632,476
Number of farm returns 4,885 2,138
Net capital gain
(less loss) in AGI:
Number 68,928 29,795
Amount 1,017,524 4,440,087
Taxable Individual
Retirement
Arrangements
distributions:
Number 15,056 3,753
Amount 352,816 196,991
Pensions and annuities in
AGI: Number 27,537 7,516
Amount 661,514 250,578
Social Security benefits
in AGI: Number 16,209 5,871
Amount 218,981 91,731
Total statutory
adjustments: Number 31,324 15,697
Amount 169,823 157,459
Self-employment
retirement
plans:[6] Number 5,577 3,974
Amount 56,020 65,474
Total itemized
deductions:[7]
Number 102,815 33,255
Amount 2,188,642 2,002,898
Medical and dental
expense: Number 3,323 432
Amount 42,656 19,009
Taxes paid: Number 102,814 33,262
Amount 876,240 1,096,944
Interest paid: Number 87,752 26,132
Amount 788,503 531,523
Contributions: Number 97,340 32,016
Amount 374,218 628,262
Taxable income: Number 111,051 34,710
Amount 11,367,670 16,420,198
Total tax credits:[8]
Number 39,624 12,910
Amount 27,960 33,876
Child care credit: Number 9,874 1,664
Amount 4,242 792
Earned income credit:[9]
Number -- --
Amount -- --
Excess earned income
credit
(refundable):[10]
Number -- --
Amount -- --
Income tax:[11] Number 111,071 34,733
Amount 2,541,560 4,950,465
Total tax liability:[12]
Number 111,102 34,739
Amount 2,655,212 5,039,163
Tax due at time of
filing:[13] Number 53,586 20,864
Amount 327,789 940,225
Overpayments:[14] Number 49,189 8,178
Amount 183,881 116,079
MONTANA
Number of returns 11,880 4,049
Number of joint returns 10,392 3,486
Number with paid
preparer's
signature 9,450 3,656
Number of exemptions[3] 33,768 11,403
Adjusted gross income
(AGI)[4] 1,568,613 1,850,442
Salaries and wages in
AGI:[5] Number 9,324 3,079
Amount 753,380 544,108
Taxable interest: Number 11,305 3,984
Amount 73,955 123,699
Tax-exempt interest:[6]
Number 2,814 1,655
Amount 24,620 39,299
Dividends: Number 8,901 3,492
Amount 59,784 86,170
Business or profession
net income
(less loss):
Number 3,670 1,429
Amount 123,651 98,172
Number of farm returns 1,044 489
Net capital gain
(less loss) in AGI:
Number 8,621 3,544
Amount 206,328 520,497
Taxable Individual
Retirement
Arrangements
distributions:
Number 1,806 421
Amount 45,865 20,303
Pensions and annuities in
AGI: Number 3,093 853
Amount 80,793 28,832
Social Security benefits
in AGI: Number 2,481 775
Amount 32,680 11,101
Total statutory
adjustments: Number 5,136 2,081
Amount 34,407 21,817
Self-employment
retirement
plans:[6] Number 1,070 515
Amount 12,604 9,620
Total itemized
deductions:[7]
Number 10,903 3,793
Amount 243,386 221,973
Medical and dental
expense: Number 675 40
Amount 6,181 847
Taxes paid: Number 10,893 3,796
Amount 111,639 130,469
Interest paid: Number 8,429 2,826
Amount 75,378 46,438
Contributions: Number 10,265 3,633
Amount 42,935 70,595
Taxable income: Number 11,868 4,044
Amount 1,227,192 1,618,433
Total tax credits:[8]
Number 4,299 1,426
Amount 3,420 4,921
Child care credit: Number 732 155
Amount 265 61
Earned income credit:[9]
Number -- --
Amount -- --
Excess earned income
credit
(refundable):[10]
Number -- --
Amount -- --
Income tax:[11] Number 11,867 4,049
Amount 269,513 469,533
Total tax liability:[12]
Number 11,873 4,049
Amount 290,510 481,253
Tax due at time of
filing:[13] Number 6,485 2,332
Amount 53,800 76,438
Overpayments:[14] Number 3,631 828
Amount 16,180 11,437
NEBRASKA
Number of returns
Number of joint returns 28,963 8,926
Number with paid
preparer's
signature 22,240 8,669
Number of exemptions[3] 96,921 30,029
Adjusted gross income
(AGI)[4] 4,192,582 5,693,001
Salaries and wages in
AGI:[5] Number 27,995 8,441
Amount 2,624,783 1,990,521
Taxable interest: Number 30,613 9,812
Amount 139,420 270,644
Tax-exempt interest:[6]
Number 5,781 3,836
Amount 47,965 105,850
Dividends: Number 23,128 8,716
Amount 111,527 223,504
Business or profession
net income
(less loss):
Number 7,771 2,836
Amount 202,205 155,663
Number of farm returns 2,348 792
Net capital gain
(less loss) in AGI:
Number 22,088 8,686
Amount 361,207 1,638,403
Taxable Individual
Retirement
Arrangements
distributions:
Number 4,709 1,216
Amount 93,953 66,877
Pensions and annuities in
AGI: Number 7,662 2,183
Amount 179,704 74,822
Social Security benefits
in AGI: Number 5,282 1,798
Amount 74,236 28,792
Total statutory
adjustments: Number 10,750 4,709
Amount 58,125 39,584
Self-employment
retirement
plans:[6] Number 2,016 1,017
Amount 19,634 16,034
Total itemized
deductions:[7]
Number 29,264 9,505
Amount 655,947 716,093
Medical and dental
expense: Number 949 96
Amount 10,529 3,713
Taxes paid: Number 29,254 9,504
Amount 294,059 330,552
Interest paid: Number 23,886 7,272
Amount 199,708 154,693
Contributions: Number 28,434 9,294
Amount 122,483 311,009
Taxable income: Number 32,081 9,997
Amount 3,253,630 4,950,363
Total tax credits:[8]
Number 12,252 3,576
Amount 9,067 8,386
Child care credit: Number 3,076 503
Amount 1,213 211
Earned income credit:[9]
Number -- --
Amount -- --
Excess earned income
credit
(refundable):[10]
Number -- --
Amount -- --
Income tax:[11] Number 32,093 9,997
Amount 718,231 1,481,197
Total tax liability:[12]
Number 32,099 9,998
Amount 756,949 1,502,549
Tax due at time of
filing:[13] Number 16,975 6,259
Amount 135,997 350,105
Overpayments:[14] Number 12,603 2,221
Amount 46,313 35,560
NEVADA
Number of returns 41,768 16,185
Number of joint returns 34,495 12,459
Number with paid
preparer's
signature 28,470 13,944
Number of exemptions[3] 112,045 40,814
Adjusted gross income
(AGI)[4] 5,460,955 12,459,872
Salaries and wages in
AGI:[5] Number 35,359 11,933
Amount 3,497,334 3,318,340
Taxable interest: Number 36,361 15,397
Amount 199,804 777,696
Tax-exempt interest:[6]
Number 4,625 4,770
Amount 75,689 262,827
Dividends: Number 24,596 13,185
Amount 146,772 562,386
Business or profession
net income
(less loss):
Number 9,314 4,550
Amount 279,232 455,131
Number of farm returns 449 343
Net capital gain
(less loss) in AGI:
Number 23,388 13,464
Amount 424,293 4,640,869
Taxable Individual
Retirement
Arrangements
distributions:
Number 5,432 1,688
Amount 154,691 137,353
Pensions and annuities in
AGI: Number 12,359 3,770
Amount 371,921 173,006
Social Security benefits
in AGI: Number 6,975 3,317
Amount 84,575 45,372
Total statutory
adjustments: Number 11,807 6,862
Amount 68,247 77,595
Self-employment
retirement
plans:[6] Number 1,683 1,213
Amount 19,178 23,964
Total itemized
deductions:[7]
Number 34,665 12,707
Amount 819,985 1,234,951
Medical and dental
expense: Number 1,537 158
Amount 14,155 3,192
Taxes paid: Number 34,297 12,556
Amount 118,004 236,973
Interest paid: Number 32,240 11,313
Amount 418,270 444,795
Contributions: Number 32,486 11,873
Amount 113,733 397,266
Taxable income: Number 41,675 16,132
Amount 4,292,432 11,283,977
Total tax credits:[8]
Number 12,373 4,596
Amount 10,608 43,602
Child care credit: Number 3,632 538
Amount 1,761 267
Earned income credit:[9]
Number -- --
Amount -- --
Excess earned income
credit
(refundable):[10]
Number -- --
Amount -- --
Income tax:[11] Number 41,681 16,146
Amount 970,097 3,483,942
Total tax liability:[12]
Number 41,703 16,157
Amount 1,010,952 3,524,448
Tax due at time of
filing:[13] Number 20,834 9,380
Amount 140,623 637,220
Overpayments:[14] Number 17,466 3,349
Amount 72,794 87,728
NEW HAMPSHIRE
Number of returns 40,478 12,320
Number of joint returns 35,538 10,576
Number with paid
preparer's
signature 23,437 9,612
Number of exemptions(3) 120,251 35,703
Adjusted gross income
(AGI)(4) 5,322,881 6,883,655
Salaries and wages in
AGI:(5) Number 36,277 10,316
Amount 3,829,208 2,998,318
Taxable interest: Number 39,135 12,161
Amount 117,573 224,698
Tax-exempt interest:(6)
Number 5,415 4,144
Amount 47,013 126,320
Dividends: Number 27,298 10,652
Amount 147,465 283,555
Business or profession
net income
(less loss):
Number 8,942 3,277
Amount 303,318 279,677
Number of farm returns 229 148
Net capital gain
(less loss) in AGI:
Number 25,598 10,691
Amount 415,005 2,294,120
Taxable Individual
Retirement
Arrangements
distributions:
Number 4,550 1,217
Amount 109,922 71,065
Pensions and annuities in
AGI: Number 8,590 2,592
Amount 225,071 95,821
Social Security benefits
in AGI: Number 4,965 1,981
Amount 66,327 29,596
Total statutory
adjustments: Number 11,812 5,128
Amount 70,454 51,739
Self-employment
retirement
plans:(6) Number 2,367 1,182
Amount 24,146 20,575
Total itemized
deductions:(7)
Number 35,303 10,079
Amount 696,769 439,483
Medical and dental
expense: Number 1,067 125
Amount 14,653 3,734
Taxes paid: Number 35,337 10,127
Amount 257,233 194,370
Interest paid: Number 31,773 8,546
Amount 302,827 161,816
Contributions: Number 33,532 9,737
Amount 92,213 149,398
Taxable income: Number 40,452 12,318
Amount 4,265,291 6,399,825
Total tax credits:(8)
Number 14,884 4,430
Amount 10,881 13,508
Child care credit: Number 3,777 630
Amount 1,742 310
Earned income credit:(9)
Number -- --
Amount -- --
Excess earned income
credit
(refundable):(10)
Number -- --
Amount -- --
Income tax:(11) Number 40,451 12,317
Amount 964,075 1,905,237
Total tax liability:(12)
Number 40,461 12,317
Amount 1,006,323 1,929,815
Tax due at time of
filing:(13) Number 20,281 7,825
Amount 119,755 372,432
Overpayments:(14) Number 17,275 2,552
Amount 63,656 36,868
NEW JERSEY
Number of returns 363,212 126,927
Number of joint returns 315,049 112,212
Number with paid
preparer's
signature 233,168 99,725
Number of exemptions(3) 1,078,138 390,420
Adjusted gross income
(AGI)(4) 48,349,915 69,139,299
Salaries and wages in
AGI:(5) Number 335,799 113,331
Amount 37,603,515 37,750,961
Taxable interest: Number 334,790 121,521
Amount 978,802 2,101,012
Tax-exempt interest:(6)
Number 51,071 45,710
Amount 441,989 1,376,374
Dividends: Number 254,724 112,858
Amount 1,084,753 2,156,572
Business or profession
net income
(less loss):
Number 68,537 28,692
Amount 1,826,913 2,346,721
Number of farm returns 1,541 1,054
Net capital gain
(less loss) in AGI:
Number 222,217 108,230
Amount 2,418,606 14,294,970
Taxable Individual
Retirement
Arrangements
distributions:
Number 37,117 10,363
Amount 834,415 591,097
Pensions and annuities in
AGI: Number 75,750 22,840
Amount 1,780,817 811,541
Social Security benefits
in AGI: Number 40,462 14,392
Amount 583,884 296,519
Total statutory
adjustments: Number 87,148 46,158
Amount 472,064 569,040
Self-employment
retirement
plans:(6) Number 16,117 13,836
Amount 158,097 247,512
Total itemized
deductions:(7)
Number 341,819 124,255
Amount 8,307,949 8,240,651
Medical and dental
expense: Number 13,496 1,425
Amount 120,806 34,369
Taxes paid: Number 342,137 124,339
Amount 3,748,059 5,386,941
Interest paid: Number 295,075 106,488
Amount 3,044,298 2,266,380
Contributions: Number 330,953 121,210
Amount 956,768 1,593,273
Taxable income: Number 362,968 126,825
Amount 36,998,004 60,603,982
Total tax credits:(8)
Number 123,811 43,457
Amount 85,745 130,457
Child care credit: Number 36,000 8,141
Amount 17,720 4,317
Earned income credit:(9)
Number -- --
Amount -- --
Excess earned income
credit
(refundable):(10)
Number -- --
Amount -- --
Income tax:(11) Number 363,050 126,879
Amount 8,392,548 18,915,158
Total tax liability:(12)
Number 363,091 126,894
Amount 8,668,976 19,219,820
Tax due at time of
filing:(13) Number 150,974 72,100
Amount 767,425 2,722,645
Overpayments:(14) Number 189,186 35,002
Amount 725,555 434,937
NEW MEXICO
Number of returns 29,051 7,752
Number of joint returns 25,028 6,434
Number with paid
preparer's
signature 16,903 6,385
Number of exemptions(3) 79,479 20,403
Adjusted gross income
(AGI)(4) 3,798,469 3,655,607
Salaries and wages in
AGI:(5) Number 24,388 5,995
Amount 2,344,479 1,186,926
Taxable interest: Number 27,367 7,582
Amount 126,705 161,096
Tax-exempt interest:(6)
Number 5,280 2,983
Amount 44,000 76,737
Dividends: Number 20,027 6,647
Amount 116,706 186,667
Business or profession
net income
(less loss):
Number 7,671 2,461
Amount 204,597 172,206
Number of farm returns 989 418
Net capital gain
(less loss) in AGI:
Number 18,517 6,661
Amount 341,095 1,061,165
Taxable Individual
Retirement
Arrangements
distributions:
Number 4,089 950
Amount 98,008 51,721
Pensions and annuities in
AGI: Number 8,992 1,966
Amount 292,322 85,929
Social Security benefits
in AGI: Number 5,126 1,586
Amount 66,772 23,039
Total statutory
adjustments: Number 8,866 3,354
Amount 47,856 30,730
Self-employment
retirement
plans:(6) Number 1,556 744
Amount 16,666 12,766
Total itemized
deductions:(7)
Number 26,544 7,344
Amount 596,562 461,349
Medical and dental
expense: Number 1,155 110
Amount 11,722 2,462
Taxes paid: Number 26,519 7,335
Amount 224,164 241,720
Interest paid: Number 22,328 5,696
Amount 237,222 119,625
Contributions: Number 24,686 6,944
Amount 93,286 130,185
Taxable income: Number 29,023 7,742
Amount 2,969,076 3,180,348
Total tax credits:(8)
Number 9,744 2,816
Amount 7,253 7,870
Child care credit: Number 2,077 324
Amount 909 154
Earned income credit:(9)
Number -- --
Amount -- --
Excess earned income
credit
(refundable):(10)
Number -- --
Amount -- --
Income tax:(11) Number 29,027 7,745
Amount 663,212 918,828
Total tax liability:(12)
Number 29,033 7,748
Amount 693,763 936,126
Tax due at time of
filing:(13) Number 14,492 4,608
Amount 96,679 196,294
Overpayments:(14) Number 11,763 1,563
Amount 44,113 21,028
NEW YORK
Number of returns 531,215 212,023
Number of joint returns 423,516 168,141
Number with paid
preparer's
signature 378,724 179,029
Number of exemptions(3) 1,470,331 585,680
Adjusted gross income
(AGI)(4) 70,260,895 146,436,771
Salaries and wages in
AGI:(5) Number 477,218 179,126
Amount 51,040,172 65,494,339
Taxable interest: Number 503,551 206,096
Amount 1,806,927 8,184,863
Tax-exempt interest:(6)
Number 91,362 87,830
Amount 939,512 3,587,021
Dividends: Number 365,799 187,373
Amount 1,795,421 5,813,350
Business or profession
net income
(less loss):
Number 113,397 55,266
Amount 3,050,355 5,067,724
Number of farm returns 1,820 955
Net capital gain
(less loss) in AGI:
Number 329,808 181,626
Amount 4,352,158 38,588,028
Taxable Individual
Retirement
Arrangements
distributions:
Number 62,728 20,610
Amount 1,364,317 1,243,907
Pensions and annuities in
AGI: Number 123,215 38,785
Amount 3,485,690 1,813,052
Social Security benefits
in AGI: Number 74,925 30,861
Amount 1,123,919 521,147
Total statutory
adjustments: Number 137,427 87,925
Amount 810,396 1,330,285
Self-employment
retirement
plans:(6) Number 30,740 30,748
Amount 323,740 612,746
Total itemized
deductions:(7)
Number 509,630 208,334
Amount 13,148,518 22,362,409
Medical and dental
expense: Number 21,088 3,380
Amount 254,099 109,359
Taxes paid: Number 509,443 208,286
Amount 6,718,700 14,196,451
Interest paid: Number 390,493 167,086
Amount 3,647,715 4,653,372
Contributions: Number 492,368 201,547
Amount 1,621,685 5,875,997
Taxable income: Number 530,465 211,694
Amount 53,104,399 125,374,052
Total tax credits:(8)
Number 174,527 81,338
Amount 124,724 641,859
Child care credit: Number 42,626 11,589
Amount 20,581 6,535
Earned income credit:(9)
Number -- --
Amount -- --
Excess earned income
credit
(refundable):(10)
Number -- --
Amount -- --
Income tax:(11) Number 530,691 211,905
Amount 12,116,828 39,449,676
Total tax liability:(12)
Number 530,862 211,964
Amount 12,584,213 40,310,655
Tax due at time of
filing:(13) Number 222,250 115,117
Amount 1,267,223 4,777,406
Overpayments:(14) Number 264,071 51,300
Amount 1,043,369 821,762
NORTH CAROLINA
Number of returns 168,140 54,773
Number of joint returns 150,202 48,590
Number with paid
preparer's
signature 104,777 45,078
Number of exemptions(3) 479,460 157,639
Adjusted gross income
(AGI)(4) 22,133,010 26,373,293
Salaries and wages in
AGI:(5) Number 149,063 46,269
Amount 15,235,126 11,510,810
Taxable interest: Number 158,217 53,604
Amount 530,991 974,531
Tax-exempt interest:(6)
Number 22,334 18,259
Amount 180,343 436,601
Dividends: Number 115,966 47,635
Amount 609,456 1,098,087
Business or profession
net income
(less loss):
Number 37,635 14,871
Amount 1,055,371 1,044,983
Number of farm returns 3,927 1,802
Net capital gain
(less loss) in AGI:
Number 103,530 46,445
Amount 1,595,575 5,818,143
Taxable Individual
Retirement
Arrangements
distributions:
Number 21,271 5,611
Amount 509,193 318,711
Pensions and annuities in
AGI: Number 42,543 11,850
Amount 1,166,369 405,257
Social Security benefits
in AGI: Number 24,193 8,700
Amount 331,833 134,130
Total statutory
adjustments: Number 49,700 24,539
Amount 261,361 241,987
Self-employment
retirement
plans:(6) Number 8,477 5,990
Amount 81,924 102,879
Total itemized
deductions:(7)
Number 160,714 53,373
Amount 3,950,262 3,523,034
Medical and dental
expense: Number 6,104 629
Amount 63,908 20,633
Taxes paid: Number 160,675 53,407
Amount 1,607,958 1,993.64
Interest paid: Number 140,286 44,597
Amount 1,462,131 924,012
Contributions: Number 153,609 51,903
Amount 686,150 970,290
Taxable income: Number 167,931 54,689
Amount 16,840,180 22,732,604
Total tax credits:(8)
Number 57,358 19,542
Amount 39,955 56,176
Child care credit: Number 15,391 2,801
Amount 6,544 1,308
Earned income credit:(9)
Number -- --
Amount -- --
Excess earned income
credit
(refundable):(10)
Number -- --
Amount -- --
Income tax:(11) Number 167,993 54,730
Amount 3,744,975 6,850,816
Total tax liability:(12)
Number 168,055 54,748
Amount 3,918,387 6,977,574
Tax due at time of
filing:(13) Number 81,902 32,467
Amount 503,806 1,249,450
Overpayments:(14) Number 74,096 13,316
Amount 286,540 185,729
NORTH DAKOTA
Number of returns 8,770 2,843
Number of joint returns 7,865 2,532
Number with paid
preparer's
signature 6,825 2,521
Number of exemptions(3) 26,563 8,518
Adjusted gross income
(AGI)(4) 1,153,108 1,175,644
Salaries and wages in
AGI:(5) Number 7,226 2,444
Amount 617,507 470,355
Taxable interest: Number 8,383 2,791
Amount 49,292 55,728
Tax-exempt interest:(6)
Number 1,834 1,017
Amount 15,783 19,283
Dividends: Number 6,247 2,406
Amount 30,037 35,425
Business or profession
net income
(less loss):
Number 2,360 848
Amount 75,508 44,586
Number of farm returns 1,254 294
Net capital gain
(less loss) in AGI:
Number 6,057 2,403
Amount 96,970 228,951
Taxable Individual
Retirement
Arrangements
distributions:
Number 1,326 299
Amount 30,116 14,560
Pensions and annuities in
AGI: Number 1,905 542
Amount 44,657 15,728
Social Security benefits
in AGI: Number 1,692 465
Amount 23,255 7,331
Total statutory
adjustments: Number 3,687 1,450
Amount 22,145 10,427
Self-employment
retirement
plans:(6) Number 769 249
Amount 7,930 3,764
Total itemized
deductions:(7)
Number 8,472 2,503
Amount 121,660 116,019
Medical and dental
expense: Number 265 24
Amount 2,575 606
Taxes paid: Number 6,469 2,501
Amount 44,550 58,402
Interest paid: Number 5,269 1,919
Amount 40,465 27,971
Contributions: Number 6,226 2,430
Amount 28,294 42,280
Taxable income: Number 8,764 2,840
Amount 942,589 1,051,463
Total tax credits:(8)
Number 3,385 1,068
Amount 3,247 3,119
Child care credit: Number 712 151
Amount 263 55
Earned income credit:(9)
Number -- --
Amount -- --
Excess earned income
credit
(refundable):(10)
Number -- --
Amount -- --
Income tax:(11) Number 8,764 2,842
Amount 212,012 311,962
Total tax liability:(12)
Number 8,768 2,842
Amount 228,250 317,427
Tax due at time of
filing:(13) Number 5,261 1,767
Amount 55,311 69,832
Overpayments:(14) Number 2,733 680
Amount 10,667 9,238
OHIO
Number of returns 225,379 73,897
Number of joint returns 190,225 62,082
Number with paid
preparer's
signature 132,593 59,847
Number of exemptions[3] 664,494 215,608
Adjusted gross income
(AGI)[4] 29,586,625 35,571,525
Salaries and wages in
AGI:[5] Number 200,329 63,042
Amount 20,470,570 16,150,654
Taxable interest: Number 207,567 71,507
Amount 731,677 1,251,778
Tax-exempt interest:[6]
Number 33,702 28,229
Amount 256,330 659,559
Dividends: Number 157,397 65,593
Amount 883,793 1,772,697
Business or profession
net income
(less loss):
Number 49,232 20,025
Amount 1,522,485 1,373,609
Number of farm returns 4,750 1,924
Net capital gain
(less loss) in AGI:
Number 137,278 62,493
Amount 2,046,395 7,260,752
Taxable Individual
Retirement
Arrangements
distributions:
Number 29,599 8,052
Amount 798,013 548,534
Pensions and annuities in
AGI: Number 52,827 15,564
Amount 1,321,962 567,533
Social Security benefits
in AGI: Number 30,759 11,817
Amount 406,285 181,874
Total statutory
adjustments: Number 62,293 32,217
Amount 359,043 323,684
Self-employment
retirement
plans:[6] Number 12,155 8,076
Amount 126,410 140,478
Total itemized
deductions:[7]
Number 209,480 71,487
Amount 4,743,319 4,544,167
Medical and dental
expense: Number 4,591 686
Amount 71,663 29,101
Taxes paid: Number 209,494 71,492
Amount 2,197,813 2,796,437
Interest paid: Number 177,822 56,973
Amount 1,632,890 1,037,670
Contributions: Number 197,157 68,715
Amount 713,876 1,221,100
Taxable income: Number 225,201 73,830
Amount 22,957,307 30,854,776
Total tax credits:[8]
Number 79,001 26,550
Amount 59,507 70,144
Child care credit: Number 15,943 2,766
Amount 7,278 1,293
Earned income credit:[9]
Number -- --
Amount -- --
Excess earned income
credit
(refundable):[10]
Number -- --
Amount -- --
Income tax:[11] Number 225,239 73,869
Amount 5,185,004 9,373,121
Total tax liability:[12]
Number 225,281 73,881
Amount 5,413,729 9,536,780
Tax due at time of
filing:[13] Number 98,000 40,952
Amount 593,174 1,445,849
Overpayments:[14] Number 108,150 18,972
Amount 429,306 266,516
OKLAHOMA
Number of returns 49,513 15,428
Number of joint returns 44,310 13,511
Number with paid
preparer's
signature 33,641 13,232
Number of exemptions[3] 141,167 43,987
Adjusted gross income
(AGI)[4] 6,459,001 7,670,611
Salaries and wages in
AGI:[5] Number 42,345 12,830
Amount 4,145,488 2,871,198
Taxable interest: Number 45,761 14,923
Amount 212,624 351,069
Tax-exempt interest:[6]
Number 7,016 5,221
Amount 74,328 153,097
Dividends: Number 31,564 12,560
Amount 158,998 306,789
Business or profession
net income
(less loss):
Number 14,237 6,003
Amount 368,352 349,258
Number of farm returns 3,764 1,463
Net capital gain
(less loss) in AGI:
Number 29,251 12,643
Amount 444,445 1,750,883
Taxable Individual
Retirement
Arrangements
distributions:
Number 7,244 1,683
Amount 204,516 100,335
Pensions and annuities in
AGI: Number 13,595 3,267
Amount 362,613 117,699
Social Security benefits
in AGI: Number 8,684 2,725
Amount 121,067 42,770
Total statutory
adjustments: Number 16,163 7,545
Amount 79,913 60,043
Self-employment
retirement
plans:[6] Number 2,222 1,362
Amount 22,379 21,949
Total itemized
deductions:[7]
Number 46,375 14,797
Amount 1,001,662 934,085
Medical and dental
expense: Number 2,150 199
Amount 20,857 7,544
Taxes paid: Number 46,471 14,804
Amount 419,285 466,780
Interest paid: Number 37,511 11,169
Amount 303,795 220,084
Contributions: Number 43,952 14,185
Amount 218,797 317,587
Taxable income: Number 49,471 15,411
Amount 5,053,567 6,723,722
Total tax credits:[8]
Number 15,762 4,843
Amount 13,996 18,797
Child care credit: Number 3,535 595
Amount 1,438 265
Earned income credit:[9]
Number -- --
Amount -- --
Excess earned income
credit
(refundable):[10]
Number -- --
Amount -- --
Income tax:[11] Number 49,477 15,422
Amount 1,128,196 2,018,875
Total tax liability:[12]
Number 49,496 15,424
Amount 1,185,072 2,054,154
Tax due at time of
filing:[13] Number 24,863 8,760
Amount 165,411 375,595
Overpayments:[14] Number 20,111 3,687
Amount 79,290 60,992
OREGON
Number of returns 76,307 24,180
Number of joint returns 66,582 20,937
Number with paid
preparer's
signature 50,392 20,012
Number of exemptions[3] 214,410 68,862
Adjusted gross income
(AGI)[4] 10,037,699 12,044,157
Salaries and wages in
AGI:[5] Number 64,427 19,579
Amount 6,249,526 4,505,342
Taxable interest: Number 71,564 23,535
Amount 323,536 523,736
Tax-exempt interest:[6]
Number 12,755 8,257
Amount 101,535 179,717
Dividends: Number 52,441 20,787
Amount 264,272 486,464
Business or profession
net income
(less loss):
Number 18,074 6,217
Amount 592,118 474,984
Number of farm returns 3,727 1,680
Net capital gain
(less loss) in AGI:
Number 49,571 20,532
Amount 922,703 3,396,831
Taxable Individual
Retirement
Arrangements
distributions:
Number 10,344 2,518
Amount 247,034 145,824
Pensions and annuities in
AGI: Number 18,508 4,838
Amount 564,748 175,931
Social Security benefits
in AGI: Number 12,435 4,036
Amount 166,013 60,648
Total statutory
adjustments: Number 23,762 10,225
Amount 158,743 117,518
Self-employment
retirement
plans:[6] Number 5,370 2,769
Amount 60,261 51,453
Total itemized
deductions:[7]
Number 73,653 23,522
Amount 1,935,318 1,718,470
Medical and dental
expense: Number 2,711 306
Amount 30,490 8,905
Taxes paid: Number 73,636 23,513
Amount 903,229 1,042,702
Interest paid: Number 62,499 19,285
Amount 698,073 419,347
Contributions: Number 68,478 22,437
Amount 253,204 438,841
Taxable income: Number 76,211 24,136
Amount 7,508,071 10,282,142
Total tax credits:[8]
Number 25,408 8,473
Amount 18,477 33,902
Child care credit: Number 5,162 1,109
Amount 2,123 507
Earned income credit:[9]
Number -- --
Amount -- --
Excess earned income
credit
(refundable):[10]
Number -- --
Amount -- --
Income tax:[11] Number 76,238 24,162
Amount 1,672,927 3,050,165
Total tax liability:[12]
Number 76,260 24,168
Amount 1,764,456 3,105,593
Tax due at time of
filing:[13] Number 38,485 14,443
Amount 273,706 663,260
Overpayments:[14] Number 30,878 5,489
Amount 126,123 74,648
PENNSYLVANIA
Number of returns 288,380 95,564
Number of joint returns 254,296 83,610
Number with paid
preparer's
signature 171,008 76,220
Number of exemptions[3] 849,528 284,587
Adjusted gross income
(AGI)[4] 37,895,389 50,202,230
Salaries and wages in
AGI:[5] Number 255,461 81,209
Amount 26,689,829 22,530,154
Taxable interest: Number 269,900 92,475
Amount 925,190 1,805,997
Tax-exempt interest:[6]
Number 44,800 36,117
Amount 457,506 1,120,400
Dividends: Number 208,047 85,546
Amount 1,182,434 2,466,607
Business or profession
net income
(less loss):
Number 63,225 27,265
Amount 2,123,594 2,237,671
Number of farm returns 2,566 1,368
Net capital gain
(less loss) in AGI:
Number 181,577 82,596
Amount 2,499,988 12,383,248
Taxable Individual
Retirement
Arrangements
distributions:
Number 37,001 9,908
Amount 894,361 582,782
Pensions and annuities in
AGI: Number 68,716 20,572
Amount 1,685,658 759,545
Social Security benefits
in AGI: Number 40,542 14,697
Amount 584,330 235,129
Total statutory
adjustments: Number 79,646 42,275
Amount 470,899 460,116
Self-employment
retirement
plans:[6] Number 16,768 11,863
Amount 164,168 201,396
Total itemized
deductions:[7]
Number 260,113 89,465
Amount 5,559,945 4,712,924
Medical and dental
expense: Number 8,096 1,260
Amount 114,481 42,611
Taxes paid: Number 260,378 89,673
Amount 2,306,655 2,345,641
Interest paid: Number 223,093 72,841
Amount 2,036,776 1,428,404
Contributions: Number 252,043 87,678
Amount 878,813 1,563,664
Taxable income: Number 288,189 95,490
Amount 29,836,743 45,231,597
Total tax credits:[8]
Number 102,494 36,837
Amount 72,295 100,476
Child care credit: Number 23,037 4,997
Amount 10,845 2,584
Earned income credit:[9]
Number -- --
Amount -- --
Excess earned income
credit
(refundable):[10]
Number -- --
Amount -- --
Income tax:[11] Number 288,233 95,521
Amount 6,719,888 13,848,769
Total tax liability:[12]
Number 288,276 95,538
Amount 7,021,658 14,096,195
Tax due at time of
filing:[13] Number 134,269 56,818
Amount 745,469 2,397,217
Overpayments:[14] Number 131,145 22,255
Amount 485,447 329,255
RHODE ISLAND
Number of returns 25,521 7,616
Number of joint returns 22,440 6,566
Number with paid
preparer's
signature 16,682 6,529
Number of exemptions[3] 74,134 21,881
Adjusted gross income
(AGI)[4] 3,329,802 3,878,650
Salaries and wages in
AGI:[5] Number 22,861 6,527
Amount 2,309,543 1,546,349
Taxable interest: Number 24,456 7,480
Amount 82,899 132,834
Tax-exempt interest:[6]
Number 3,738 2,939
Amount 34,415 77,979
Dividends: Number 17,060 6,640
Amount 87,096 157,917
Business or profession
net income
(less loss):
Number 5,837 2,217
Amount 175,572 169,202
Number of farm returns 65 40
Net capital gain
(less loss) in AGI:
Number 15,735 6,522
Amount 240,076 992,069
Taxable Individual
Retirement
Arrangements
distributions:
Number 3,177 800
Amount 65,972 36,801
Pensions and annuities in
AGI: Number 6,054 1,607
Amount 171,540 70,479
Social Security benefits
in AGI: Number 3,561 1,191
Amount 50,676 18,938
Total statutory
adjustments: Number 7,824 3,815
Amount 43,216 38,134
Self-employment
retirement
plans:[6] Number 1,537 973
Amount 15,220 16,145
Total itemized
deductions:[7]
Number 24,529 7,458
Amount 570,816 495,790
Medical and dental
expense: Number 608 75
Amount 8,350 3,278
Taxes paid: Number 24,526 7,460
Amount 281,634 332,663
Interest paid: Number 20,894 6,064
Amount 187,309 106,127
Contributions: Number 23,865 7,294
Amount 66,632 105,411
Taxable income: Number 25,500 7,606
Amount 2,552,060 3,365,164
Total tax credits:[8]
Number 9,127 2,949
Amount 6,489 8,938
Child care credit: Number 2,210 393
Amount 999 186
Earned income credit:[9]
Number -- --
Amount -- --
Excess earned income
credit
(refundable):[10]
Number -- --
Amount -- --
Income tax:[11] Number 25,506 7,613
Amount 568,756 993,545
Total tax liability:[12]
Number 25,511 7,615
Amount 593,561 1,011,155
Tax due at time of
filing:[13] Number 11,722 4,263
Amount 69,113 160,127
Overpayments:[14] Number 11,791 1,842
Amount 43,461 24,575
SOUTH CAROLINA
Number of returns 67,336 21,695
Number of joint returns 60,781 19,167
Number with paid
preparer's
signature 45,295 18,837
Number of exemptions[3] 190,968 61,072
Adjusted gross income
(AGI)[4] 8,801,783 10,607,897
Salaries and wages in
AGI:[5] Number 58,581 17,777
Amount 5,728,567 4,236,993
Taxable interest: Number 63,061 21,282
Amount 236,312 394,417
Tax-exempt interest:[6]
Number 9,395 6,992
Amount 87,707 182,916
Dividends: Number 44,824 18,611
Amount 268,247 447,790
Business or profession
net income
(less loss):
Number 15,482 6,558
Amount 443,495 483,503
Number of farm returns 2,062 1,195
Net capital gain
(less loss) in AGI:
Number 40,512 18,314
Amount 688,327 2,655,750
Taxable Individual
Retirement
Arrangements
distributions:
Number 9,028 2,503
Amount 236,776 139,709
Pensions and annuities in
AGI: Number 19,588 5,334
Amount 574,442 205,778
Social Security benefits
in AGI: Number 11,631 4,142
Amount 160,623 62,186
Total statutory
adjustments: Number 20,493 10,233
Amount 107,937 102,574
Self-employment
retirement
plans:[6] Number 3,082 2,279
Amount 30,845 38,746
Total itemized
deductions:[7]
Number 63,546 20,954
Amount 1,518,444 1,316,867
Medical and dental
expense: Number 2,750 314
Amount 28,525 8,326
Taxes paid: Number 63,555 20,969
Amount 591,575 683,060
Interest paid: Number 55,131 17,326
Amount 544,865 374,321
Contributions: Number 60,873 20,408
Amount 303,625 423,235
Taxable income: Number 67,273 21,674
Amount 6,739,628 9,243,427
Total tax credits:[8]
Number 21,904 7,141
Amount 16,527 17,585
Child care credit: Number 5,903 993
Amount 2,636 493
Earned income credit:[9]
Number -- --
Amount -- --
Excess earned income
credit
(refundable):[10]
Number -- --
Amount -- --
Income tax:[11] Number 67,284 21,681
Amount 1,492,160 2,766,115
Total tax liability:[12]
Number 67,298 21,688
Amount 1,562,932 2,819,639
Tax due at time of
filing:[13] Number 34,170 13,064
Amount 219,703 606,524
Overpayments:[14] Number 27,595 4,912
Amount 106,993 71,764
SOUTH DAKOTA
Number of returns 10,559 3,832
Number of joint returns 9,441 3,360
Number with paid
preparer's
signature 8,243 3,446
Number of exemptions[3] 31,513 11,156
Adjusted gross income
(AGI)[4] 1,393,497 2,394,759
Salaries and wages in
AGI:[5] Number 8,571 3,111
Amount 705,057 665,942
Taxable interest: Number 9,914 3,746
Amount 63,930 109,045
Tax-exempt interest:[6]
Number 2,008 1,407
Amount 19,909 39,886
Dividends: Number 7,572 3,298
Amount 42,580 75,271
Business or profession
net income
(less loss):
Number 2,948 1,158
Amount 96,613 72,404
Number of farm returns 1,421 438
Net capital gain
(less loss) in AGI:
Number 7,468 3,324
Amount 146,171 808,608
Taxable Individual
Retirement
Arrangements
distributions:
Number 1,603 401
Amount 35,518 17,343
Pensions and annuities in
AGI: Number 2,429 721
Amount 58,825 22,346
Social Security benefits
in AGI: Number 2,128 671
Amount 28,917 10,378
Total statutory
adjustments: Number 4,658 2,249
Amount 30,194 20,040
Self-employment
retirement
plans:[6] Number 954 460
Amount 10,483 7,718
Total itemized
deductions:[7]
Number 6,533 2,378
Amount 119,590 125,600
Medical and dental
expense: Number 338 39
Amount 4,317 1,099
Taxes paid: Number 6,287 2,331
Amount 23,003 25,180
Interest paid: Number 5,658 2,029
Amount 52,691 51,591
Contributions: Number 6,288 2,341
Amount 33,383 65,014
Taxable income: Number 10,552 3,831
Amount 1,159,301 2,250,418
Total tax credits:[8]
Number 3,887 1,396
Amount 3,247 4,162
Child care credit: Number 972 213
Amount 383 93
Earned income credit:[9]
Number -- --
Amount -- --
Excess earned income
credit
(refundable):[10]
Number -- --
Amount -- --
Income tax:[11] Number 10,552 3,831
Amount 259,688 676,089
Total tax liability:[12]
Number 10,556 3,831
Amount 280,325 686,943
Tax due at time of
filing:[13] Number 6,649 2,482
Amount 67,738 155,323
Overpayments:[14] Number 2,838 629
Amount 12,183 23,456
TENNESSEE
Number of returns 99,619 35,307
Number of joint returns 88,602 30,908
Number with paid
preparer's
signature 61,560 29,593
Number of exemptions[3] 286,753 101,910
Adjusted gross income
(AGI)[4] 13,113,974 18,919,726
Salaries and wages in
AGI:[5] Number 86,735 28,638
Amount 8,901,445 8,430,114
Taxable interest: Number 92,005 34,375
Amount 371,536 777,307
Tax-exempt interest:[6]
Number 11,193 10,621
Amount 101,672 308,599
Dividends: Number 61,505 29,314
Amount 307,485 737,262
Business or profession
net income
(less loss):
Number 26,547 11,940
Amount 1,004,776 1,227,506
Number of farm returns 5,052 2,659
Net capital gain
(less loss) in AGI:
Number 56,786 29,085
Amount 885,179 4,858,028
Taxable Individual
Retirement
Arrangements
distributions:
Number 11,926 3,197
Amount 286,292 161,693
Pensions and annuities in
AGI: Number 24,674 7,354
Amount 658,291 257,699
Social Security benefits
in AGI: Number 13,780 5,071
Amount 190,362 78,859
Total statutory
adjustments: Number 32,538 17,476
Amount 204,878 211,693
Self-employment
retirement
plans:[6] Number 6,291 5,002
Amount 67,151 91,136
Total itemized
deductions:[7]
Number 76,437 26,653
Amount 1,504,145 1,502,471
Medical and dental
expense: Number 2,645 323
Amount 31,622 10,892
Taxes paid: Number 75,141 26,473
Amount 206,718 250,654
Interest paid: Number 69,127 22,978
Amount 750,183 610,561
Contributions: Number 72,897 26,006
Amount 415,711 737,531
Taxable income: Number 99,554 35,265
Amount 10,669,216 17,286,521
Total tax credits:[8]
Number 31,382 11,098
Amount 24,021 27,788
Child care credit: Number 8,599 1,602
Amount 3,712 781
Earned income credit:[9]
Number -- --
Amount -- --
Excess earned income
credit
(refundable):[10]
Number -- --
Amount -- --
Income tax:[11] Number 99,560 35,268
Amount 2,422,069 5,222,662
Total tax liability:[12]
Number 99,579 35,288
Amount 2,576,126 5,369,914
Tax due at time of
filing:[13] Number 50,617 21,650
Amount 337,065 952,771
Overpayments:[14] Number 40,997 7,777
Amount 158,399 129,376
TEXAS
Number of returns 466,814 157,145
Number of joint returns 408,602 136,458
Number with paid
preparer's
signature 254,805 121,407
Number of exemptions[3] 1,358,172 457,373
Adjusted gross income
(AGI)[4] 61,730,997 90,548,492
Salaries and wages in
AGI:[5] Number 417,175 131,741
Amount 44,879,718 41,744,362
Taxable interest: Number 420,511 151,145
Amount 1,535,786 3,774,794
Tax-exempt interest:[6]
Number 55,565 48,172
Amount 616,224 1,694,460
Dividends: Number 296,706 132,220
Amount 1,350,652 3,242,934
Business or profession
net income
(less loss):
Number 117,328 53,445
Amount 3,427,993 4,439,593
Number of farm returns 23,138 12,019
Net capital gain
(less loss) in AGI:
Number 275,141 131,584
Amount 3,679,833 24,623,156
Taxable Individual
Retirement
Arrangements
distributions:
Number 54,293 13,698
Amount 1,499,653 909,267
Pensions and annuities in
AGI: Number 107,464 29,210
Amount 2,790,295 1,048,287
Social Security benefits
in AGI: Number 54,131 19,776
Amount 732,119 299,691
Total statutory
adjustments: Number 130,048 65,896
Amount 683,253 734,387
Self-employment
retirement
plans:[6] Number 21,875 17,566
Amount 225,382 321,127
Total itemized
deductions:[7]
Number 356,455 118,417
Amount 6,758,323 6,373,750
Medical and dental
expense: Number 13,960 1,662
Amount 150,640 51,822
Taxes paid: Number 347,340 115,460
Amount 1,515,551 1,268,238
Interest paid: Number 328,340 105,940
Amount 3,195,326 2,881,975
Contributions: Number 330,635 112,941
Amount 1,509,894 2,775,455
Taxable income: Number 466,517 157,047
Amount 50,538,488 83,978,912
Total tax credits:[8]
Number 154,089 51,377
Amount 138,438 231,572
Child care credit: Number 40,796 7,541
Amount 19,042 3,689
Earned income credit:[9]
Number -- --
Amount -- --
Excess earned income
credit
(refundable):[10]
Number -- --
Amount -- --
Income tax:[11] Number 466,533 157,066
Amount 11,561,886 25,605,469
Total tax liability:[12]
Number 466,634 157,096
Amount 12,076,610 26,083,797
Tax due at time of
filing:[13] Number 237,528 94,075
Amount 1,456,088 4,326,370
Overpayments:[14] Number 194,837 35,308
Amount 718,312 638,123
UTAH
Number of returns 39,133 12,595
Number of joint returns 35,671 11,198
Number with paid
preparer's
signature 24,453 10,370
Number of exemptions[3] 138,216 44,236
Adjusted gross income
(AGI)[4] 5,117,983 6,795,851
Salaries and wages in
AGI:[5] Number 35,016 10,554
Amount 3,469,500 2,497,262
Taxable interest: Number 37,180 12,332
Amount 134,519 320,591
Tax-exempt interest:[6]
Number 3,727 3,239
Amount 27,269 87,721
Dividends: Number 22,767 9,781
Amount 96,211 281,587
Business or profession
net income
(less loss):
Number 9,955 3,587
Amount 231,555 251,249
Number of farm returns 1,005 472
Net capital gain
(less loss) in AGI:
Number 22,167 10,142
Amount 369,071 1,986,029
Taxable Individual
Retirement
Arrangements
distributions:
Number 4,266 1,035
Amount 108,649 59,872
Pensions and annuities in
AGI: Number 8,884 2,173
Amount 254,908 100,610
Social Security benefits
in AGI: Number 4,808 1,632
Amount 66,836 24,469
Total statutory
adjustments: Number 11,965 5,395
Amount 57,675 48,401
Self-employment
retirement
plans:[6] Number 1,511 991
Amount 15,465 17,092
Total itemized
deductions:[7]
Number 37,551 12,104
Amount 1,039,289 1,034,042
Medical and dental
expense: Number 995 95
Amount 7,233 1,911
Taxes paid: Number 37,545 12,093
Amount 328,605 387,947
Interest paid: Number 32,524 9,764
Amount 368,564 226,559
Contributions: Number 36,193 11,705
Amount 301,435 526,126
Taxable income: Number 39,082 12,569
Amount 3,697,638 5,825,021
Total tax credits:[8]
Number 14,399 3,048
Amount 13,704 16,719
Child care credit: Number 2,286 347
Amount 936 147
Earned income credit:[9]
Number -- --
Amount -- --
Excess earned income
credit
(refundable):[10]
Number -- --
Amount -- --
Income tax:[11] Number 39,089 12,575
Amount 803,449 1,733,386
Total tax liability:[12]
Number 39,108 12,579
Amount 839,633 1,760,722
Tax due at time of
filing:[13] Number 18,857 7,548
Amount 122,436 366,213
Overpayments:[14] Number 17,646 3,157
Amount 77,378 49,084
VERMONT
Number of returns 12,566 4,164
Number of joint returns 10,970 3,511
Number with paid
preparer's
signature 7,951 3,481
Number of exemptions[3] 36,416 11,652
Adjusted gross income
(AGI)[4] 1,654,803 1,917,655
Salaries and wages in
AGI:[5] Number 10,801 3,282
Amount 984,401 626,735
Taxable interest: Number 12,221 4,119
Amount 52,484 74,956
Tax-exempt interest:[6]
Number 2,768 1,922
Amount 26,818 46,450
Dividends: Number 9,433 3,716
Amount 73,042 116,050
Business or profession
net income
(less loss):
Number 3,561 1,392
Amount 101,996 92,507
Number of farm returns 292 148
Net capital gain
(less loss) in AGI:
Number 8,793 3,648
Amount 191,788 606,012
Taxable Individual
Retirement
Arrangements
distributions:
Number 1,714 470
Amount 39,920 25,271
Pensions and annuities in
AGI: Number 2,873 944
Amount 79,506 35,227
Social Security benefits
in AGI: Number 2,047 797
Amount 27,455 10,925
Total statutory
adjustments: Number 4,668 2,018
Amount 28,119 18,882
Self-employment
retirement
plans:[6] Number 978 459
Amount 9,136 7,723
Total itemized
deductions:[7]
Number 11,820 3,955
Amount 260,763 241,906
Medical and dental
expense: Number 432 76
Amount 6,369 2,370
Taxes paid: Number 11,820 3,960
Amount 123,917 142,223
Interest paid: Number 9,712 3,017
Amount 84,316 51,967
Contributions: Number 11,210 3,823
Amount 37,156 69,673
Taxable income: Number 12,545 4,160
Amount 1,291,426 1,664,603
Total tax credits:[8]
Number 5,033 1,786
Amount 3,934 7,422
Child care credit: Number 1,057 223
Amount 448 93
Earned income credit:[9]
Number -- --
Amount -- --
Excess earned income
credit
(refundable):[10]
Number -- --
Amount -- --
Income tax:[11] Number 12,555 4,161
Amount 284,630 471,474
Total tax liability:[12]
Number 12,560 4,161
Amount 300,043 480,677
Tax due at time of
filing:[13] Number 6,507 2,440
Amount 43,733 101,737
Overpayments:[14] Number 4,697 852
Amount 19,461 12,076
VIRGINIA
Number of returns 240,152 65,611
Number of joint returns 210,131 57,469
Number with paid
preparer's
signature 116,451 47,522
Number of exemptions[3] 679,313 188,983
Adjusted gross income
(AGI)[4] 31,793,824 33,946,517
Salaries and wages in
AGI:[5] Number 217,585 56,440
Amount 23,230,308 17,376,860
Taxable interest: Number 223,724 63,664
Amount 659,747 1,136,720
Tax-exempt interest:[6]
Number 35,272 22,711
Amount 246,482 537,355
Dividends: Number 169,548 57,709
Amount 820,807 1,361,060
Business or profession
net income
(less loss):
Number 46,675 15,886
Amount 1,141,429 1,083,205
Number of farm returns 3,945 1,930
Net capital gain
(less loss) in AGI:
Number 153,189 56,486
Amount 1,939,082 7,437,058
Taxable Individual
Retirement
Arrangements
distributions:
Number 27,876 6,170
Amount 531,081 291,730
Pensions and annuities in
AGI: Number 71,160 16,675
Amount 2,274,082 683,034
Social Security benefits
in AGI: Number 28,958 8,938
Amount 370,336 133,998
Total statutory
adjustments: Number 60,304 26,506
Amount 315,524 336,745
Self-employment
retirement
plans:[6] Number 11,310 8,226
Amount 100,178 150,559
Total itemized
deductions:[7]
Number 226,752 63,720
Amount 5,497,317 3,978,600
Medical and dental
expense: Number 7,910 857
Amount 89,304 26,156
Taxes paid: Number 226,782 63,767
Amount 2,109,922 2,147,258
Interest paid: Number 202,599 55,131
Amount 2,412,577 1,294,069
Contributions: Number 216,744 61,463
Amount 771,754 1,105,496
Taxable income: Number 240,015 65,556
Amount 24,370,935 29,930,380
Total tax credits:[8]
Number 81,518 23,803
Amount 54,770 62,585
Child care credit: Number 22,799 4,141
Amount 11,340 2,222
Earned income credit:[9]
Number -- --
Amount -- --
Excess earned income
credit
(refundable):[10]
Number -- --
Amount -- --
Income tax:[11] Number 240,035 65,589
Amount 5,470,473 9,357,963
Total tax liability:[12]
Number 240,079 65,601
Amount 5,658,456 9,547,896
Tax due at time of
filing:[13] Number 115,953 39,372
Amount 567,815 1,461,510
Overpayments:[14] Number 109,598 16,354
Amount 377,976 270,611
WASHINGTON
Number of returns 163,151 55,245
Number of joint returns 141,439 46,124
Number with paid
preparer's
signature 94,452 43,195
Number of exemptions[3] 458,477 152,922
Adjusted gross income
(AGI)[4] 21,363,524 41,479,215
Salaries and wages in
AGI:[5] Number 140,950 44,590
Amount 14,115,147 20,412,912
Taxable interest: Number 151,339 53,334
Amount 601,469 1,201,733
Tax-exempt interest:[6]
Number 22,158 16,956
Amount 195,508 576,357
Dividends: Number 109,174 47,242
Amount 523,454 1,229,673
Business or profession
net income
(less loss):
Number 35,334 13,907
Amount 1,169,299 1,183,020
Number of farm returns 2,918 1,338
Net capital gain
(less loss) in AGI:
Number 104,588 47,818
Amount 1,986,143 12,082,266
Taxable Individual
Retirement
Arrangements
distributions:
Number 22,887 5,551
Amount 596,039 362,423
Pensions and annuities in
AGI: Number 39,603 10,698
Amount 1,118,173 403,410
Social Security benefits
in AGI: Number 23,483 8,458
Amount 329,273 124,196
Total statutory
adjustments: Number 44,757 21,043
Amount 275,593 224,305
Self-employment
retirement
plans:[6] Number 9,324 5,513
Amount 98,791 95,839
Total itemized
deductions:[7]
Number 133,891 42,354
Amount 2,813,324 2,476,447
Medical and dental
expense: Number 4,496 550
Amount 52,555 16,639
Taxes paid: Number 133,049 42,155
Amount 595,892 450,522
Interest paid: Number 125,094 38,586
Amount 1,585,003 1,139,937
Contributions: Number 125,942 40,565
Amount 462,115 1,210,494
Taxable income: Number 163,022 55,209
Amount 17,113,387 38,852,185
Total tax credits:[8]
Number 54,288 18,199
Amount 42,889 87,846
Child care credit: Number 12,114 2,519
Amount 5,551 1,235
Earned income credit:[9]
Number -- --
Amount -- --
Excess earned income
credit
(refundable):[10]
Number -- --
Amount -- --
Income tax:[11] Number 163,029 55,208
Amount 3,843,731 12,479,579
Total tax liability:[12]
Number 163,074 55,220
Amount 4,021,566 12,606,595
Tax due at time of
filing:[13] Number 83,604 34,395
Amount 555,972 2,397,690
Overpayments:[14] Number 65,957 10,956
Amount 252,739 207,586
WEST VIRGINIA
Number of returns 19,965 5,848
Number of joint returns 17,637 5,060
Number with paid
preparer's
signature 12,493 4,992
Number of exemptions[3] 56,057 16,910
Adjusted gross income
(AGI)[4] 2,590,408 2,501,191
Salaries and wages in
AGI:[5] Number 17,019 4,781
Amount 1,629,957 934,347
Taxable interest: Number 18,702 5,693
Amount 91,175 99,711
Tax-exempt interest:[6]
Number 2,879 2,056
Amount 27,726 43,965
Dividends: Number 12,973 4,965
Amount 89,492 128,551
Business or profession
net income
(less loss):
Number 5,124 2,349
Amount 201,527 266,823
Number of farm returns 664 232
Net capital gain
(less loss) in AGI:
Number 11,121 4,741
Amount 178,865 476,870
Taxable Individual
Retirement
Arrangements
distributions:
Number 2,518 652
Amount 60,349 32,291
Pensions and annuities in
AGI: Number 5,761 1,385
Amount 148,230 46,426
Social Security benefits
in AGI: Number 3,510 1,052
Amount 49,780 17,016
Total statutory
adjustments: Number 6,510 3,248
Amount 43,226 44,279
Self-employment
retirement
plans:[6] Number 1,328 1,041
Amount 14,795 21,134
Total itemized
deductions:[7]
Number 17,234 5,581
Amount 337,639 270,276
Medical and dental
expense: Number 510 62
Amount 6,744 1,660
Taxes paid: Number 17,238 5,585
Amount 146,795 162,952
Interest paid: Number 13,787 4,085
Amount 112,544 68,920
Contributions: Number 15,808 5,269
Amount 62,109 75,315
Taxable income: Number 19,951 5,844
Amount 2,081,397 2,215,936
Total tax credits:[8]
Number 6,074 1,981
Amount 4,619 3,848
Child care credit: Number 1,145 252
Amount 444 119
Earned income credit:[9]
Number -- --
Amount -- --
Excess earned income
credit
(refundable):[10]
Number -- --
Amount -- --
Income tax:[11] Number 19,955 5,845
Amount 468,906 664,359
Total tax liability:[12]
Number 19,959 5,845
Amount 500,066 688,790
Tax due at time of
filing:[13] Number 9,148 3,208
Amount 59,544 116,451
Overpayments:[14] Number 8,661 1,308
Amount 32,781 17,304
WISCONSIN
Number of returns 117,563 35,626
Number of joint returns 106,064 31,563
Number with paid
preparer's
signature 73,908 29,435
Number of exemptions[3] 352,461 105,316
Adjusted gross income
(AGI)[4] 15,264,978 18,466,866
Salaries and wages in
AGI:[5] Number 105,336 30,655
Amount 10,423,159 7,508,678
Taxable interest: Number 112,929 35,039
Amount 415,101 775,266
Tax-exempt interest:[6]
Number 17,635 13,664
Amount 111,713 303,913
Dividends: Number 82,877 31,014
Amount 409,815 741,463
Business or profession
net income
(less loss):
Number 23,517 8,497
Amount 690,627 517,934
Number of farm returns 3,636 1,252
Net capital gain
(less loss) in AGI:
Number 75,227 30,512
Amount 1,223,547 4,081,072
Taxable Individual
Retirement
Arrangements
distributions:
Number 16,480 4,026
Amount 382,987 224,403
Pensions and annuities in
AGI: Number 25,850 7,945
Amount 672,290 272,611
Social Security benefits
in AGI: Number 16,789 5,944
Amount 233,704 91,575
Total statutory
adjustments: Number 31,277 15,543
Amount 180,829 150,216
Self-employment
retirement
plans:[6] Number 6,302 3,445
Amount 61,122 55,407
Total itemized
deductions:[7]
Number 112,253 34,303
Amount 2,544,458 2,076,747
Medical and dental
expense: Number 2,730 292
Amount 38,430 9,992
Taxes paid: Number 112,282 34,331
Amount 1,303,029 1,281,864
Interest paid: Number 92,287 26,062
Amount 780,001 448,833
Contributions: Number 107,306 33,336
Amount 350,752 632,703
Taxable income: Number 117,493 35,609
Amount 11,727,155 16,398,793
Total tax credits:[8]
Number 43,829 13,060
Amount 30,498 32,804
Child care credit: Number 8,239 1,462
Amount 3,278 640
Earned income credit:[9]
Number -- --
Amount -- --
Excess earned income
credit
(refundable):[10]
Number -- --
Amount -- --
Income tax:[11] Number 117,498 35,619
Amount 2,584,798 4,963,072
Total tax liability:[12]
Number 117,517 35,621
Amount 2,694,408 5,028,491
Tax due at time of
filing:[13] Number 58,984 21,897
Amount 348,482 936,912
Overpayments:[14] Number 50,342 8,325
Amount 177,997 107,563
WYOMING
Number of returns 7,921 3,099
Number of joint returns 6,833 2,541
Number with paid
preparer's
signature 5,911 2,800
Number of exemptions[3] 22,169 8,001
Adjusted gross income
(AGI)[4] 1,032,744 2,669,313
Salaries and wages in
AGI:[5] Number 6,376 2,128
Amount 532,291 500,027
Taxable interest: Number 7,461 3,051
Amount 45,034 157,059
Tax-exempt interest:[6]
Number 1,598 1,277
Amount 17,674 85,819
Dividends: Number 5,624 2,688
Amount 43,522 193,006
Business or profession
net income
(less loss):
Number 2,162 1,074
Amount 69,018 98,246
Number of farm returns 626 336
Net capital gain
(less loss) in AGI:
Number 5,560 2,738
Amount 131,319 1,196,932
Taxable Individual
Retirement
Arrangements
distributions:
Number 1,298 365
Amount 38,793 25,602
Pensions and annuities in
AGI: Number 2,128 644
Amount 56,968 25,985
Social Security benefits
in AGI: Number 1,543 736
Amount 20,251 10,709
Total statutory
adjustments: Number 2,955 1,632
Amount 17,103 17,076
Self-employment
retirement
plans:[6] Number 520 336
Amount 5,454 6,393
Total itemized
deductions:[7]
Number 4,724 1,945
Amount 87,141 289,612
Medical and dental
expense: Number 254 40
Amount 2,280 897
Taxes paid: Number 4,547 1,919
Amount 12,986 48,305
Interest paid: Number 4,131 1,563
Amount 42,703 90,093
Contributions: Number 4,352 1,887
Amount 21,998 182,350
Taxable income: Number 7,915 3,091
Amount 862,975 2,467,906
Total tax credits:[8]
Number 2,827 1,251
Amount 2,447 6,352
Child care credit: Number 473 113
Amount 180 51
Earned income credit:[9]
Number -- --
Amount -- --
Excess earned income
credit
(refundable):[10]
Number -- --
Amount -- --
Income tax:[11] Number 7,916 3,094
Amount 192,840 784,592
Total tax liability:[12]
Number 7,918 3,095
Amount 204,904 795,846
Tax due at time of
filing:[13] Number 4,539 1,867
Amount 36,724 112,835
Overpayments:[14] Number 2,354 448
Amount 9,716 16,895
OTHER AREAS[15]
Number of returns 45,278 31,451
Number of joint returns 29,861 22,554
Number with paid
preparer's
signature 34,578 28,248
Number of exemptions[3] 122,400 90,885
Adjusted gross income
(AGI)[4] 6,230,639 20,740,818
Salaries and wages in
AGI:[5] Number 41,065 28,007
Amount 6,673,973 15,221,221
Taxable interest: Number 38,718 28,611
Amount 163,738 505,919
Tax-exempt interest:[6]
Number 4,735 6,912
Amount 31,938 138,788
Dividends: Number 30,009 25,447
Amount 198,124 667,469
Business or profession
net income
(less loss):
Number 3,847 2,727
Amount 147,718 287,391
Number of farm returns 244 249
Net capital gain
(less loss) in AGI:
Number 27,128 24,409
Amount 623,006 4,338,392
Taxable Individual
Retirement
Arrangements
distributions:
Number 2,144 748
Amount 60,667 51,360
Pensions and annuities in
AGI: Number 5,564 2,930
Amount 169,500 128,895
Social Security benefits
in AGI: Number 1,808 867
Amount 19,978 10,387
Total statutory
adjustments: Number 8,011 5,945
Amount 53,382 125,034
Self-employment
retirement
plans:[6] Number 591 1,201
Amount 7,885 27,701
Total itemized
deductions:[7]
Number 25,062 17,854
Amount 441,280 996,746
Medical and dental
expense: Number 575 96
Amount 6,344 2,634
Taxes paid: Number 23,597 16,636
Amount 187,558 524,833
Interest paid: Number 15,295 12,678
Amount 170,506 331,303
Contributions: Number 15,887 12,898
Amount 56,295 345,404
Taxable income: Number 45,241 31,438
Amount 5,361,194 19,606,598
Total tax credits:[8]
Number 28,461 25,318
Amount 389,338 2,279,384
Child care credit: Number 1,519 615
Amount 793 353
Earned income credit:[9]
Number -- --
Amount -- --
Excess earned income
credit
(refundable):[10]
Number -- --
Amount -- --
Income tax:[11] Number 44,901 31,308
Amount 937,075 4,170,713
Total tax liability:[12]
Number 44,925 31,318
Amount 954,609 4,212,494
Tax due at time of
filing:[13] Number 21,906 16,003
Amount 157,469 695,982
Overpayments:[14] Number 18,301 10,215
Amount 130,420 310,382
Table 3.--Number of Individual Income Tax Returns, Income,
Exemptions and Deductions, Tax, and Average Tax, by Size
of Adjusted Gross Income, Tax Years 1997-1999
[All figures are estimates based on samples--money amounts
are in thousands of dollars except as indicated]
Size of adjusted Number of returns
gross income
1997 1998 (p)1999
(1) (2) (3)
Total 122,421,991 124,770,662 127,129,451
No adjusted gross
income[1,2] 918,707 994,831 1,011,280
$1 under $1,000[2] 2,011,837 1,849,715 1,791,800
$1,000 under $3,000[2] 6,108,214 5,753,130 5,892,795
$3,000 under $5,000[2] 5,815,828 5,615,170 5,598,980
$5,000 under $7,000 5,467,129 5,249,594 5,228,899
$7,000 under $9,000 5,199,290 5,109,571 5,107,032
$9,000 under $11,000 5,424,092 5,312,792 5,060,020
$11,000 under $13,000 5,248,145 5,085,494 4,955,734
$13,000 under $15,000 5,249,717 5,215,361 4,934,322
$15,000 under $17,000 4,780,544 4,814,944 5,047,737
$17,000 under $19,000 4,456,200 4,638,105 4,615,032
$19,000 under $22,000 6,450,536 6,513,694 6,263,832
$22,000 under $25,000 5,651,270 5,857,794 5,872,195
$25,000 under $30,000 8,064,922 8,192,495 8,409,635
$30,000 under $40,000 12,966,742 13,135,034 13,278,143
$40,000 under $50,000 9,787,857 9,973,659 9,897,285
$50,000 under $75,000 15,180,241 15,886,502 16,806,567
$75,000 under $100,000 6,454,920 7,221,303 7,813,476
$100,000 under $200,000 5,377,899 6,266,258 7,114,888
$200,000 under $500,000 1,401,734 1,606,186 1,876,852
$500,000 under
$1,000,000 261,708 307,020 346,085
$1,000,000 or more 144,459 172,004 206,865
Size of adjusted Adjusted gross income or deficit
gross income
1997 1998 (p)1999
(4) (5) (6)
Total 4,969,949,982 5,415,972,847 5,851,864,109
No adjusted gross
income[1,2] -53,507,056 -53,238,323 -43,486,729
$1 under $1,000[2] 1,261,666 1,122,484 1,090,577
$1,000 under $3,000[2] 12,091,488 11,498,303 11,869,143
$3,000 under $5,000[2] 23,148,870 22,373,639 22,337,102
$5,000 under $7,000 32,747,562 31,521,602 31,399,707
$7,000 under $9,000 41,590,114 40,826,191 40,838,233
$9,000 under $11,000 54,216,429 53,041,542 50,440,206
$11,000 under $13,000 62,924,481 61,024,499 59,470,716
$13,000 under $15,000 73,431,858 73,017,717 69,119,437
$15,000 under $17,000 76,420,664 76,988,645 80,718,345
$17,000 under $19,000 80,210,134 83,422,384 82,961,054
$19,000 under $22,000 132,063,367 133,415,290 128,205,527
$22,000 under $25,000 132,802,265 137,501,598 137,759,889
$25,000 under $30,000 221,433,118 224,639,428 230,255,472
$30,000 under $40,000 450,251,891 456,216,075 461,341,602
$40,000 under $50,000 437,634,246 447,072,777 442,705,845
$50,000 under $75,000 924,955,724 969,792,123 1,027,190,568
$75,000 under $100,000 553,971,683 618,463,031 671,007,756
$100,000 under $200,000 707,810,825 822,620,525 936,097,870
$200,000 under $500,000 404,313,870 463,589,644 542,437,904
$500,000 under
$1,000,000 176,669,572 207,594,481 234,326,684
$1,000,000 or more 423,507,211 533,469,193 633,777,201
Size of adjusted Personal exemptions and total deductions
gross income
1997 1998 (p)1999
(7) (8) (9)
Total 1,690,331,147 1,786,264,995 1,858,002,261
No adjusted gross
income[1,2] 4,224,933 4,435,647 5,373,222
$1 under $1,000[2] 7,570,926 7,458,096 7,227,678
$1,000 under $3,000[2] 28,561,629 28,819,399 28,833,549
$3,000 under $5,000[2] 38,970,754 37,922,948 37,537,298
$5,000 under $7,000 43,686,264 42,189,100 43,740,673
$7,000 under $9,000 45,884,304 45,771,831 46,451,341
$9,000 under $11,000 51,597,661 52,149,344 49,590,435
$11,000 under $13,000 52,673,447 52,074,064 50,715,690
$13,000 under $15,000 55,775,543 55,757,721 52,747,183
$15,000 under $17,000 51,923,725 52,243,840 55,702,511
$17,000 under $19,000 49,321,987 51,108,467 52,046,730
$19,000 under $22,000 72,185,141 74,539,478 71,950,198
$22,000 under $25,000 64,618,155 67,962,703 68,366,030
$25,000 under $30,000 93,985,005 97,741,942 100,666,864
$30,000 under $40,000 171,807,188 173,958,390 177,539,863
$40,000 under $50,000 149,288,668 152,641,448 151,417,709
$50,000 under $75,000 278,631,615 294,764,866 313,684,258
$75,000 under $100,000 149,723,167 166,308,668 179,842,076
$100,000 under $200,000 159,846,141 186,935,265 211,846,646
$200,000 under $500,000 58,764,408 68,438,814 77,373,103
$500,000 under
$1,000,000 18,931,486 22,576,610 24,278,611
$1,000,000 or more 42,358,996 50,466,356 51,070,595
Size of adjusted Taxable income[3]
gross income
1997 1998 (p)1999
(10) (11) (12)
Total 3,429,109,165 3,780,838,200 4,137,122,733
No adjusted gross
income[1,2] -- -- --
$1 under $1,000[2] 49,603 31,512 33,550
$1,000 under $3,000[2] 1,132,307 908,236 937,032
$3,000 under $5,000[2] 1,590,488 1,342,258 1,355,788
$5,000 under $7,000 3,114,318 3,126,043 3,130,295
$7,000 under $9,000 5,949,317 5,570,839 5,442,902
$9,000 under $11,000 11,195,640 10,247,279 9,955,924
$11,000 under $13,000 15,710,939 14,716,119 14,340,384
$13,000 under $15,000 21,165,712 20,852,101 19,578,458
$15,000 under $17,000 26,745,288 26,884,143 27,563,858
$17,000 under $19,000 31,943,316 33,478,805 32,204,476
$19,000 under $22,000 61,149,906 60,510,780 57,396,565
$22,000 under $25,000 68,953,270 70,468,918 70,223,355
$25,000 under $30,000 128,101,288 127,455,136 130,423,637
$30,000 under $40,000 279,356,776 282,908,828 284,639,204
$40,000 under $50,000 288,610,899 294,872,228 291,683,948
$50,000 under $75,000 646,563,388 675,302,507 714,186,871
$75,000 under $100,000 404,479,370 452,294,883 491,235,922
$100,000 under $200,000 548,325,305 635,956,996 724,523,119
$200,000 under $500,000 345,717,075 395,495,482 465,173,015
$500,000 under
$1,000,000 157,795,604 185,113,677 210,146,943
$1,000,000 or more 381,459,356 483,301,431 582,947,488
Size of adjusted Total income tax[4]
gross income
1997 1998 (p)1999
(13) (14) (15)
Total 731,321,399 788,541,979 879,781,200
No adjusted gross
income[1,2] 111,358 90,071 56,830
$1 under $1,000[2] 20,072 3,802 4,659
$1,000 under $3,000[2] 179,029 131,969 129,323
$3,000 under $5,000[2] 260,638 210,535 202,715
$5,000 under $7,000 483,643 473,061 473,427
$7,000 under $9,000 833,370 754,343 737,926
$9,000 under $11,000 1,655,290 1,451,190 1,403,079
$11,000 under $13,000 2,262,413 2,037,626 1,948,236
$13,000 under $15,000 2,909,606 2,737,689 2,565,665
$15,000 under $17,000 3,481,162 3,435,085 3,452,458
$17,000 under $19,000 3,934,381 4,130,629 3,906,619
$19,000 under $22,000 7,854,641 7,319,814 6,868,054
$22,000 under $25,000 9,402,832 8,964,594 8,653,860
$25,000 under $30,000 18,688,572 16,993,257 16,993,090
$30,000 under $40,000 43,078,976 40,347,682 39,617,136
$40,000 under $50,000 46,713,703 44,814,558 43,538,899
$50,000 under $75,000 110,278,865 108,921,128 113,728,935
$75,000 under $100,000 80,166,627 85,209,357 91,781,974
$100,000 under $200,000 126,267,568 143,720,694 162,724,178
$200,000 under $500,000 99,511,646 111,545,246 130,814,578
$500,000 under
$1,000,000 51,290,896 58,482,844 67,300,577
$1,000,000 or more 121,936,110 146,766,804 182,878,980
Returns showing
total income tax
Size of adjusted Percentage of Average tax
gross income returns showing (whole
no total income dollars)[4]
tax[4]
1997 1998 (p)1999 1997
(16) (17) (18) (19)
Total 23.6 25.4 25.6 7,824
No adjusted gross
income[1,2] 99.3 99.6 99.6 17,190
$1 under $1,000[2] 82.5 88.0 88.0 57
$1,000 under $3,000[2] 72.0 82.8 83.3 105
$3,000 under $5,000[2] 69.3 76.8 78.0 146
$5,000 under $7,000 70.0 69.0 69.9 295
$7,000 under $9,000 45.5 49.2 50.7 294
$9,000 under $11,000 41.0 43.6 43.9 517
$11,000 under $13,000 40.8 43.7 45.2 728
$13,000 under $15,000 36.7 40.0 39.7 875
$15,000 under $17,000 34.4 34.4 35.0 1,110
$17,000 under $19,000 33.2 32.0 34.8 1,321
$19,000 under $22,000 20.3 27.4 29.2 1,528
$22,000 under $25,000 11.8 18.3 19.6 1,887
$25,000 under $30,000 2.3 8.9 11.3 2,373
$30,000 under $40,000 0.7 2.7 3.6 3,344
$40,000 under $50,000 0.5 1.0 1.3 4,797
$50,000 under $75,000 0.2 0.3 0.4 7,281
$75,000 under $100,000 0.2 0.1 0.1 12,438
$100,000 under $200,000 0.1 0.1 0.1 23,495
$200,000 under $500,000 0.1 0.1 0.1 71,037
$500,000 under
$1,000,000 0.1 0.1 0.1 196,119
$1,000,000 or more 0.1 0.1 0.1 844,813
Returns showing total income tax
Size of adjusted Average tax Tax as percentage
gross income (whole of AGI[4]
dollars)[4]
1998 (p)1999 1997 1998 (p)1999
(20) (21) (22) (23) (24)
Total 8,475 9,300 15.3 15.3 17.2
No adjusted gross
income[1,2] 24,436 15,147 [5] [5] [5]
$1 under $1,000[2] 17 22 7.0 2.0 2.5
$1,000 under $3,000[2] 134 131 5.5 7.2 6.9
$3,000 under $5,000[2] 162 165 3.6 3.8 3.9
$5,000 under $7,000 290 301 4.9 5.0 5.1
$7,000 under $9,000 291 293 3.6 3.6 3.6
$9,000 under $11,000 484 495 5.2 4.8 5.0
$11,000 under $13,000 712 718 6.1 5.9 6.0
$13,000 under $15,000 875 863 6.2 6.2 6.2
$15,000 under $17,000 1,088 1,052 6.9 6.8 6.6
$17,000 under $19,000 1,309 1,299 7.3 7.3 7.2
$19,000 under $22,000 1,547 1,548 7.5 7.5 7.5
$22,000 under $25,000 1,873 1,833 8.0 8.0 7.8
$25,000 under $30,000 2,278 2,278 8.6 8.3 8.3
$30,000 under $40,000 3,157 3,096 9.6 9.1 8.9
$40,000 under $50,000 4,538 4,458 10.7 10.1 10.0
$50,000 under $75,000 6,876 6,796 11.9 11.3 11.1
$75,000 under $100,000 11,810 11,758 14.5 13.8 13.7
$100,000 under $200,000 22,947 22,886 17.9 17.5 17.4
$200,000 under $500,000 69,496 69,740 24.6 24.1 24.1
$500,000 under
$1,000,000 190,608 194,588 29.1 28.2 28.7
$1,000,000 or more 853,981 884,589 28.8 27.5 28.9
Table 4.--Reconciliation of Adjusted Gross Income (AGI) and Personal
Income Used in the National Income and Product Accounts (NIPA), for
Specified Income Years, 1975-1998
[All figures are estimates--money amounts are in billions of dollars]
Income and adjustment items 1975 1980 1985 1990
(1) (2) (3) (4)
1. Personal income (per NIPA) 1,331.7 2,323.9 3,515.0 4,903.2
2. Portion of personal income
not included in AGI 380.1 678.6 1,238.3 1,679.6
Transfer payments (except
taxable military
pay)[1] 167.5 276.2 397.9 550.4
Other labor income
(except fees)[2] 87.5 184.9 281.3 388.3
Imputed income[3] 41.3 64.0 91.2 145.9
Investment income
received by nonprofit
institutions or
retained by fiduciaries 11.6 19.9 37.5 51.6
Investment income of life
insurance carriers and
pension pans[4] 32.1 78.6 186.1 278.6
Net differences in
accounting treatment
(NIPA vs. IRS)[5] 15.7 11.5 87.9 109.7
Other excluded or
tax-exempt income[6] 24.4 43.6 156.4 155.0
3. Portion of AGI not included
in personal income 96.3 186.3 353.1 589.5
Personal contributions
for social insurance[7] 42.6 77.2 133.6 203.7
Net gain less loss from
sales of property[8] 14.2 29.7 69.8 115.7
Taxable pensions[9] 31.6 68.2 145.0 215.7
S corporation income or
loss (allocated to
shareholders) 2.1 0.7 6.3 36.4
Other taxable income
less loss[10] 5.9 10.4 -1.7 18.1
4. Total net adjustment for
conceptual differences
(line 2 minus line 3) 283.7 492.3 885.1 1,090.1
5. Estimated total AGI (per
NIPA) (line 1 minus
line 4) 1,048.0 1,831.6 2,629.9 3,813.2
6. Adjusted gross income (AGI)
(SOI) 947.8 1,613.7 2,306.0 3,405.4
7. Estimated difference in AGI
(NIPA vs. SOI) (line 5
minus line 6)[11] 100.2 217.9 323.9 407.8
Income and adjustment items 1995 1997 1998(p)
(5) (6) (7)
1. Personal income (per NIPA) 6,200.9 6,937.0 7,391.0
2. Portion of personal income
not included in AGI 2,275.3 2,494.8 2,611.8
Transfer payments (except
taxable military
pay)[1] 806.0 870.1 882.0
Other labor income
(except fees)[2] 494.6 472.7 482.6
Imputed income[3] 242.7 291.9 320.5
Investment income
received by nonprofit
institutions or
retained by fiduciaries 59.8 64.5 60.0
Investment income of life
insurance carriers and
pension pans[4] 358.8 405.7 435.7
Net differences in
accounting treatment
(NIPA vs. IRS)[5] 72.9 90.0 88.9
Other excluded or
tax-exempt income[6] 240.6 299.9 342.1
3. Portion of AGI not included
in personal income 840.7 1,152.1 1,306.6
Personal contributions
for social insurance[7] 268.8 297.9 316.2
Net gain less loss from
sales of property[8] 167.4 354.6 414.2
Taxable pensions[9] 292.2 334.4 359.9
S corporation income or
loss (allocated to
shareholders) 79.2 103.7 108.4
Other taxable income
less loss[10] 33.2 61.5 106.9
4. Total net adjustment for
conceptual differences
(line 2 minus line 3) 1,434.6 1,342.7 1,306.2
5. Estimated total AGI (per
NIPA) (line 1 minus
line 4) 4,766.4 5,594.3 6,084.7
6. Adjusted gross income (AGI)
(SOI) 4,189.4 4,970.0 5,389.3
7. Estimated difference in AGI
(NIPA vs. SOI) (line 5
minus line 6)[11] 577.0 624.3 695.4
See notes at end of this section.
Table 5.--Personal Income and Total Adjusted Gross Income Based on
Individual Income Tax Returns per National Income and Product
Accounts (NIPA), Tax Years 1950-2000
[All figures are estimates--money amounts are in billions of dollars]
Total Difference
Tax Personal income adjusted gross Percentage of
year (per NIPA)[1] income (AGI) Amount[2] personal
(per NIPA)[1,2] income[2]
(1) (2) (3) (4)
1950 229.9 202.3 27.6 12.0
1951 258.7 228.8 29.9 11.6
1952 276.1 241.1 35.0 12.7
1953 292.6 255.4 37.2 12.7
1954 295.2 256.6 38.6 13.1
1955 316.8 278.0 38.8 12.2
1956 340.0 298.8 41.2 12.1
1957 359.3 312.1 47.2 13.1
1958 370.0 314.8 55.2 14.9
1959 394.0 339.1 54.9 13.9
1960 412.7 351.4 61.3 14.9
1961 430.3 365.8 64.5 15.0
1962 457.9 387.8 70.1 15.3
1963 481.0 409.2 71.8 14.9
1964 515.8 442.2 73.6 14.3
1965 557.4 479.8 77.6 13.9
1966 606.4 521.7 84.7 14.0
1967 650.4 555.4 95.0 14.6
1968 714.5 609.3 105.2 14.7
1969 780.8 663.3 117.5 15.0
1970 841.1 699.3 141.8 16.9
1971 905.1 744.8 160.3 17.7
1972 994.3 825.5 168.8 17.0
1973 1,113.4 926.1 187.3 16.8
1974 1,225.6 1,005.4 220.2 18.0
1975 1,331.7 1,048.0 283.7 21.3
1976 1,475.4 1,169.1 306.3 20.8
1977 1,637.1 1,297.6 339.5 20.7
1978 1,848.3 1,469.6 378.7 20.5
1979 2,081.5 1,658.5 423.0 20.3
1980 2,323.9 1,831.6 492.3 21.2
1981 2,599.4 2,016.3 583.1 22.4
1982 2,768.4 2,094.7 673.7 24.3
1983 2,946.9 2,225.7 721.2 24.5
1984 3,274.8 2,473.3 801.5 24.5
1985 3,515.0 2,629.9 885.1 25.2
1986 3,712.4 2,848.3 864.1 23.3
1987 3,962.5 3,125.4 837.1 21.1
1988 4,272.1 3,415.8 856.3 20.0
1989 4,599.8 3,658.6 941.2 20.5
1990 4,903.2 3,813.2 1,090.0 22.2
1991 5,085.4 3,864.4 1,221.0 24.0
1992 5,390.4 4,108.3 1,282.1 23.8
1993 5,610.0 4,260.0 1,350.0 24.1
1994 5,888.0 4,485.7 1,402.3 23.8
1995 6,200.9 4,766.4 1,434.5 23.1
1996 6,547.4 5,151.6 1,395.8 21.3
1997 6,937.0 5,594.3 1,342.7 19.4
p1998 7,391.0 6,084.7 1,306.3 17.7
p1999 7,789.6 n.a. n.a. n.a.
p2000 8,281.7 n.a. n.a. n.a.
See notes at end of this section.
Table 6.--Total Adjusted Gross Income Estimated from National Income
and Product Accounts (NIPA) and Adjusted Gross Income Reported on
Individual Income Tax Returns per SOI, Tax Years 1950-1999
[All figures are estimates-money amounts are in billions of dollars
Adjusted gross income
(AGI) Difference
Tax year Total (per Reported on Percentage of total
NIPA)[1,2] tax returns Amount[2] (per NIPA)[2]
(per SOI)[2]
(1) (2) (3) (4)
1950 202.3 179.1 23.2 11.5
1951 228.8 202.3 26.5 11.6
1952 241.1 215.3 25.8 10.7
1953 255.4 228.7 26.7 10.5
1954 256.6 229.2 27.4 10.7
1955 278.0 248.5 29.5 10.6
1956 298.8 267.7 31.1 10.4
1957 312.1 280.3 31.8 10.2
1958 314.8 281.2 33.6 10.7
1959 339.1 305.1 34.0 10.0
1960 351.4 315.5 35.9 10.2
1961 365.8 329.9 35.9 9.8
1962 387.8 348.7 39.1 10.1
1963 409.2 368.8 40.4 9.9
1964 442.2 396.7 45.5 10.3
1965 479.8 429.2 50.6 10.5
1966 521.7 468.5 53.2 10.2
1967 555.4 504.8 50.6 9.1
1968 609.3 554.4 54.9 9.0
1969 663.3 603.5 59.8 9.0
1970 699.3 631.7 67.6 9.7
1971 744.8 673.6 71.2 9.6
1972 825.5 746.0 79.5 9.6
1973 926.1 827.1 99.0 10.7
1974 1,005.4 905.5 99.9 9.9
1975 1,048.0 947.8 100.2 9.6
1976 1,169.1 1,053.9 115.2 9.9
1977 1,297.6 1,158.5 139.1 10.7
1978 1,469.6 1,302.4 167.2 11.4
1979 1,658.5 1,465.4 193.1 11.6
1980 1,831.6 1,613.7 217.9 11.9
1981 2,016.3 1,772.6 243.7 12.1
1982 2,094.7 1,852.1 242.6 11.6
1983 2,225.7 1,942.6 283.1 12.7
1984 2,473.3 2,139.9 333.4 13.5
1985 2,629.9 2,306.0 323.9 12.3
1986 2,848.3 2,481.7 366.6 12.9
1987 3,125.4 2,773.8 351.6 11.2
1988 3,415.8 3,083.0 332.8 9.7
1989 3,658.6 3,256.4 402.2 11.0
1990 3,813.2 3,405.4 407.8 10.7
1991 3,864.4 3,464.5 399.9 10.3
1992 4,108.3 3,629.1 479.2 11.7
1993 4,260.0 3,723.3 536.7 12.6
1994 4,485.7 3,907.5 578.2 12.9
1995 4,766.4 4,189.4 577.0 12.1
1996 5,151.6 4,536.0 615.6 11.9
1997 5,594.3 4,970.0 624.3 11.2
p1998[3] 6,084.7 5,389.3 695.4 11.4
p1999 n.a. 5,851.9 n.a. n.a.
See notes at end of this section.
Table 7.--Standard, Itemized, and Total Deductions Reported on
Individual Income Tax Returns, Tax Years 1950-1999
[All figures are estimates based on samples--number of returns
is in millions; money amounts are in billions of dollars]
Total deductions
Tax Total number As a percentage
year of returns Amount[1] of adjusted gross
income (AGI)[2]
(1) (2) (3)
1950 53.1 21.9 12.2
1951 55.4 25.2 12.5
1952 56.5 27.3 12.7
1953 57.8 29.8 13.0
1954 56.7 30.7 13.4
1955 58.3 33.6 13.5
1956 59.2 36.4 13.6
1957 59.8 39.5 14.1
1958 59.1 40.7 14.5
1959 60.3 45.4 14.9
1960 61.0 48.4 15.3
1961 61.5 51.3 15.6
1962 62.7 54.8 15.7
1963 63.9 59.2 16.1
1964 65.4 67.0 16.9
1965 67.6 71.4 16.6
1966 70.2 76.4 16.3
1967 71.7 81.7 16.2
1968 73.7 91.3 16.5
1969 75.8 101.8 16.9
1970 74.3 120.5 19.1
1971 74.6 139.9 20.8
1972 77.6 166.4 22.3
1973 80.7 180.6 21.8
1974 83.3 195.5 21.6
1975 82.2 233.2 24.6
1976 84.7 247.6 23.5
1977 86.6 276.2 23.8
1978 89.8 304.3 23.4
1979 92.7 333.0 22.7
1980 93.9 364.0 22.6
1981 95.4 401.2 22.6
1982 95.3 425.2 23.0
1983 96.3 448.7 23.1
1984 99.4 499.6 23.3
1985 101.7 554.7 24.1
1986 103.0 611.3 24.6
1987 107.0 607.2 21.9
1988 109.7 686.0 22.3
1989 112.1 740.4 22.7
1990 113.7 789.9 23.2
1991 114.7 818.8 23.6
1992 113.6 848.5 23.4
1993 114.6 872.5 23.4
1994 115.9 890.8 22.8
1995 118.2 941.0 22.5
1996 120.4 998.6 22.0
1997 122.4 1,062.5 21.4
1998 124.8 1,135.9 21.0
p1999 127.1 1,187.4 20.3
Standard deduction Itemized deductions
Tax Number Number
year of Amount[4] of Amount[5]
returns[3] returns[3]
(4) (5) (6) (7)
1950 42.7 12.0 10.3 9.9
1951 43.9 13.3 11.6 11.9
1952 43.7 13.7 12.8 13.6
1953 43.4 14.2 14.4 15.6
1954 41.0 13.3 15.7 17.4
1955 40.9 13.6 16.9 20.0
1956 40.3 13.8 18.5 22.6
1957 39.3 13.8 20.2 25.7
1958 37.9 13.2 20.8 27.5
1959 37.3 13.4 22.5 32.0
1960 36.5 13.1 24.1 35.3
1961 35.8 12.9 25.3 38.4
1962 35.8 13.1 26.5 41.7
1963 35.4 13.1 28.2 46.1
1964 38.0 20.2 26.9 46.8
1965 39.3 20.6 27.9 50.7
1966 41.2 21.8 28.6 54.6
1967 41.5 22.1 29.8 59.6
1968 41.3 22.1 32.0 69.2
1969 40.5 21.6 34.9 80.2
1970 38.4 32.4 35.4 88.2
1971 43.5 48.1 30.7 91.9
1972 50.2 69.8 27.0 96.7
1973 52.2 73.6 28.0 107.0
1974 53.2 76.1 29.6 119.4
1975 55.5 100.9 26.1 122.3
1976 58.2 113.8 26.0 133.9
1977 58.8 137.7 22.9 138.5
1978 59.5 139.8 25.8 164.4
1979 60.7 148.8 26.5 184.2
1980 59.5 146.0 29.0 218.0
1981 58.7 144.7 31.6 256.4
1982 56.9 140.2 33.4 284.5
1983 56.2 138.5 35.2 309.6
1984 56.7 139.5 38.2 358.9
1985 57.0 145.0 39.8 405.0
1986 56.5 151.0 40.7 447.1
1987 69.1 215.2 35.6 392.0
1988 76.5 289.6 31.9 395.2
1989 79.3 309.4 32.0 431.0
1990 80.6 331.5 32.2 458.5
1991 81.3 351.1 32.5 467.7
1992 80.1 366.5 32.5 481.9
1993 80.8 382.1 32.8 490.4
1994 81.9 397.1 33.0 493.7
1995 83.2 413.6 34.0 527.4
1996 84.0 426.1 35.4 572.5
1997 84.8 441.7 36.6 620.8
1998 85.6 459.5 38.2 676.5
p1999 86.0 476.0 40.1 721.4
See notes at end of this section.
Table 8.--Personal Income per National Income and Product Accounts
(NIPA), and Taxable Income and Individual Income Tax per SOI, Tax
Years 1950-2000
[All figures are estimates--money amounts are in billions of dollars]
Personal Taxable income (per SOI)[2,3]
Tax income As a
year (per Amount percentage of
NIPA)[1] personal income
(1) (2) (3)
1950 229.9 84.3 36.7
1951 258.7 99.2 38.3
1952 276.1 107.2 38.8
1953 292.6 114.3 39.1
1954 295.2 115.3 39.1
1955 316.8 128.0 40.4
1956 340.0 141.5 41.6
1957 359.3 149.4 41.6
1958 370.0 149.3 40.4
1959 394.0 166.5 42.3
1960 412.7 171.6 41.6
1961 430.3 181.8 42.2
1962 457.9 195.3 42.7
1963 481.0 209.1 43.5
1964 515.8 229.9 44.6
1965 557.4 255.1 45.8
1966 606.4 286.3 47.2
1967 650.4 315.1 48.4
1968 714.5 352.8 49.4
1969 780.8 388.8 49.8
1970 841.1 401.2 47.7
1971 905.1 414.0 45.7
1972 994.3 447.6 45.0
1973 1,113.4 511.9 46.0
1974 1,225.6 573.6 46.8
1975 1,331.7 595.5 44.7
1976 1,475.4 674.9 45.7
1977 1,637.1 733.8 44.8
1978 1,848.3 846.4 45.8
1979 2,081.5 926.6 44.5
1980 2,323.9 1,045.2 45.0
1981 2,599.4 1,170.1 45.0
1982 2,768.4 1,231.9 44.5
1983 2,946.9 1,300.2 44.1
1984 3,274.8 1,447.0 44.2
1985 3,515.0 1,550.5 44.1
1986 3,712.4 1,665.6 44.9
1987 3,962.5 1,850.6 46.7
1988 4,272.1 2,070.0 48.5
1989 4,599.8 2,173.3 47.2
1990 4,903.2 2,263.7 46.2
1991 5,085.4 2,284.1 44.9
1992 5,390.4 2,395.7 44.4
1993 5,610.0 2,453.5 43.7
1994 5,888.0 2,598.0 44.1
1995 6,200.9 2,813.8 45.4
1996 6,547.4 3,089.7 47.2
1997 6,937.0 3,429.1 49.4
p1998[4] 7,391.0 3,780.8 51.2
p1999 7,789.6 4,137.1 50.0
p2000 8,281.7 n.a. n.a.
Total income tax (per SOI)[3]
Tax As a percentage of--
year Amount Personal Taxable
income[1] income[2]
(4) (5) (6)
1950 18.4 8.0 21.8
1951 24.2 9.4 24.4
1952 27.8 10.1 25.9
1953 29.4 10.0 25.7
1954 26.7 9.0 23.2
1955 29.6 9.3 23.1
1956 32.7 9.6 23.1
1957 34.4 9.6 23.0
1958 34.3 9.3 23.0
1959 38.6 9.8 23.2
1960 39.5 9.6 23.0
1961 42.2 9.8 23.2
1962 44.9 9.8 23.0
1963 48.2 10.0 23.1
1964 47.2 9.2 20.5
1965 49.6 8.9 19.4
1966 56.1 9.3 19.6
1967 63.0 9.7 20.0
1968 76.7 10.7 21.7
1969 86.6 11.1 22.3
1970 83.9 10.0 20.9
1971 85.4 9.4 20.6
1972 93.6 9.4 20.9
1973 108.1 9.7 21.1
1974 123.6 10.1 21.5
1975 124.5 9.3 20.9
1976 141.8 9.6 21.0
1977 159.8 9.8 21.8
1978 188.2 10.2 22.2
1979 214.5 10.3 23.2
1980 250.3 10.8 23.0
1981 284.1 10.9 24.3
1982 277.6 10.0 22.5
1983 274.2 9.3 21.1
1984 301.9 9.2 20.9
1985 325.7 9.3 21.0
1986 367.3 9.9 22.1
1987 369.2 9.3 20.0
1988 412.9 9.7 19.9
1989 432.9 9.4 19.9
1990 447.1 9.1 19.8
1991 448.4 8.8 19.6
1992 476.2 8.8 19.9
1993 502.8 9.0 20.5
1994 534.9 9.1 20.6
1995 588.4 9.5 20.9
1996 658.2 10.1 21.3
1997 731.3 10.5 21.3
p1998[4] 788.5 10.7 20.9
p1999 879.8 10.6 21.3
p2000 n.a. n.a. n.a.
See notes at end of this section.
Table 9.--Number of Individual Income Tax Returns, by Type of Tax
Settlement, Tax Years 1950-1999
[All figures are estimates based on samples--number of returns is in
millions]
Number of returns with--
Tax year Total Tax due No overpayments
number of at time of Overpayments[1] or tax due at
returns filing time of filing
(1) (2) (3) (4)
1950 53.1 14.3 32.0 6.8
1951 55.4 18.6 31.0 5.8
1952 56.5 19.3 32.1 5.1
1953 57.8 19.0 32.7 6.2
1954 56.7 16.6 35.2 5.0
1955 58.3 18.7 35.4 4.2
1956 59.2 19.4 36.1 3.7
1957 59.8 18.6 37.6 3.6
1958 59.1 18.1 37.4 3.6
1959 60.3 19.1 38.4 2.8
1960 61.0 18.1 39.4 3.5
1961 61.5 18.6 40.0 2.9
1962 62.7 18.7 40.9 3.1
1963 63.9 19.3 41.4 3.3
1964 65.4 22.5 39.3 3.5
1965 67.6 20.0 44.3 3.2
1966 70.2 17.8 49.4 3.0
1967 71.7 17.5 51.2 3.0
1968 73.7 20.3 50.6 2.8
1969 75.8 17.9 54.9 3.0
1970 74.3 16.5 55.3 2.5
1971 74.6 17.0 55.3 2.4
1972 77.6 11.9 63.3 2.3
1973 80.7 14.2 64.2 2.2
1974 83.3 15.4 65.8 2.1
1975 82.2 15.8 63.8 2.6
1976 84.7 16.9 65.0 2.8
1977 86.6 17.8 66.0 2.8
1978 89.8 21.6 65.5 2.7
1979 92.7 18.8 71.4 2.4
1980 93.9 21.8 69.9 2.3
1981 95.4 23.0 70.0 2.4
1982 95.3 20.3 72.4 2.6
1983 96.3 18.5 75.0 2.9
1984 99.4 21.2 75.6 2.7
1985 101.7 21.2 77.4 3.0
1986 103.0 21.5 78.1 3.5
1987 107.0 23.8 79.8 3.4
1988 109.7 27.2 79.1 3.4
1989 112.1 28.0 80.9 3.2
1990 113.7 27.0 83.5 3.2
1991 114.7 25.6 85.6 3.5
1992 113.6 29.0 81.0 3.6
1993 114.6 28.6 82.4 3.6
1994 115.9 27.6 85.1 3.2
1995 118.2 29.7 85.3 3.2
1996 120.4 30.6 86.5 3.3
1997 122.4 31.2 88.3 2.9
1998 124.8 28.4 93.4 3.0
p1999 127.1 29.1 95.1 3.1
See notes at end of this section.
Table 10.--Nonfarm Sole Proprietorship Returns: Selected Income
Statement Items for Specified Income Years, 1980-1998
[All figures are estimates based on samples--money amounts are in
thousands of dollars]
Item 1980 1985 1990
(1) (2) (3)
Number of returns with
nonfarm business net
income or deficit,
total[1] 8,931,712 11,928,573 14,782,738
Number with nonfarm
business net income n.a. 8,640,701 11,221,925
Number of nonfarm businesses 9,730,019 n.a. 16,596,384
Business receipts, total 411,205,713 540,045,430 730,606,020
Income from sales and
operations 407,169,299 528,675,271 719,007,636
Total deductions[2] 356,258,495 461,272,852 589,249,583
Cost of goods sold 209,889,809 232,294,132 291,010,060
Inventory,
beginning-of-year n.a. 21,435,438 29,024,992
Inventory, end-of-year 21,996,236 24,969,895 30,421,844
Purchases 168,301,517 n.a. 210,225,158
Cost of labor 10,922,221 14,504,201 22,679,507
Materials and supplies 12,909,222 n.a. 30,195,388
Advertising n.a. n.a. 6,574,743
Car and truck expenses 13,378,289 17,044,421 21,765,531
Commissions 3,333,345 n.a. 8,816,233
Depletion n.a. n.a. 816,131
Depreciation 13,952,703 26,291,389 23,734,507
Pension and profit-sharing
plans 141,463 311,323 586,394
Employee benefit programs n.a. n.a. 1,056,604
Insurance 6,003,126 n.a. 13,357,568
Interest paid, total 7,190,257 11,913,982 13,311,670
Mortgage interest n.a. n.a. 6,256,506
Other interest n.a. n.a. 7,055,164
Legal and professional
services 2,633,596 n.a. 5,880,163
Meals and entertainment
expenses before
limitation n.a. n.a. 5,329,281
Meals and entertainment
deduction n.a. n.a. 4,262,870
Office expenses n.a. n.a. 6,896,758
Rent paid, total 9,636,290 15,258,690 23,391,608
On machinery n.a. n.a. 3,754,492
On other business
property n.a. n.a. 19,637,116
Repairs 5,031,573 n.a. 8,940,657
Net salaries and wages
(not deducted
elsewhere) 26,560,821 38,265,691 46,998,029
Supplies n.a. n.a. n.a.
Taxes paid 7,672,459 n.a. 10,341,654
Travel n.a. n.a. 5,605,961
Utilities (including
telephone) 4,790,337 n.a. 13,538,612
Bad debts n.a. 600,613 1,038,756
Business use of home n.a. n.a. n.a.
Net income (less deficit)[2] 54,947,219 78,772,578 141,430,193
Net income[2] 68,010,051 98,775,563 161,657,252
Deficit[2] 13,062,832 20,002,986 20,227,059
Item 1995 1997 1998
(4) (5) (6)
Number of returns with
nonfarm business net
income or deficit,
total[1] 16,423,872 17,176,486 17,408,809
Number with nonfarm
business net income 12,213,472 12,702,663 13,080,498
Number of nonfarm businesses 18,391,237 19,218,649 19,369,091
Business receipts, total 807,363,638 870,392,286 918,268,196
Income from sales and
operations 796,597,098 858,452,648 905,137,974
Total deductions[2] 638,126,845 683,872,364 716,157,430
Cost of goods sold 306,958,514 319,557,408 341,132,831
Inventory,
beginning-of-year 31,167,684 32,058,234 30,801,698
Inventory, end-of-year 33,355,750 33,222,700 32,881,518
Purchases 219,305,493 224,259,001 231,404,960
Cost of labor 24,383,409 24,940,782 27,447,822
Materials and supplies 34,427,096 37,552,076 42,161,782
Advertising 8,309,645 8,977,738 9,413,989
Car and truck expenses 32,784,939 38,727,748 39,715,702
Commissions 9,591,619 10,985,782 10,722,131
Depletion 457,480 565,328 380,149
Depreciation 26,233,844 28,625,259 29,135,616
Pension and profit-sharing
plans 649,043 728,349 756,924
Employee benefit programs 1,298,834 1,416,962 1,560,404
Insurance 12,977,567 13,299,494 12,938,411
Interest paid, total 10,056,583 10,883,659 11,159,401
Mortgage interest 4,076,344 4,533,657 4,882,248
Other interest 5,980,239 6,350,002 6,277,153
Legal and professional
services 6,340,021 6,551,619 6,669,029
Meals and entertainment
expenses before
limitation 6,353,157 7,062,540 7,526,850
Meals and entertainment
deduction 3,208,742 3,570,473 3,796,350
Office expenses 8,344,181 9,209,728 9,611,633
Rent paid, total 27,502,981 29,325,874 30,460,020
On machinery 6,218,381 7,358,163 7,545,390
On other business
property 21,284,600 21,967,711 22,914,630
Repairs 10,171,788 10,897,367 11,349,751
Net salaries and wages
(not deducted
elsewhere) 54,470,725 57,746,206 58,864,773
Supplies 16,902,055 19,546,451 19,725,440
Taxes paid 13,471,220 13,774,081 13,730,731
Travel 6,504,973 7,452,594 7,624,311
Utilities (including
telephone) 17,205,789 18,575,129 18,431,400
Bad debts 996,588 1,100,682 925,866
Business use of home 3,337,929 3,817,539 4,138,364
Net income (less deficit)[2] 169,262,336 186,643,910 202,274,720
Net income[2] 191,728,953 210,464,545 226,189,570
Deficit[2] 22,466,617 23,820,635 23,914,850
See notes at end of this section.
Table 11.--Partnership Returns: Selected Balance Sheet and
Income Statement Items for Specified Income Years, 1980-1998
[All figures are estimates based on samples--money
amounts are in thousands of dollars]
Item 1980 1985 1990
(1) (2) (3)
Total number
of active
partnerships 1,379,654 1,713,603 1,553,529
Number with net
income 774,173 875,846 853,676
Number with balance
sheets[1] 1,194,236 1,227,498 1,081,224
Number of partners 8,419,899 13,244,824 17,094,966
Number of limited
partnerships[2] 170,336 279,878 285,769
Number of partners 8,788,519 13,244,824 11,986,542
Number of limited
liability
companies[2] n.a. n.a. n.a.
Number of
partners[2] n.a. n.a. n.a.
Total assets[3] 597,503,923 1,269,434,302 1,735,285,033
Depreciable
assets (net) 239,139,823 695,878,822 681,409,780
Inventories, end
of year 33,218,272 27,279,234 56,507,062
Land 70,241,248 152,179,314 214,757,035
Total liabilities[3] 488,734,023 1,069,221,649 1,415,247,893
Accounts payable 33,899,048 40,871,755 66,747,965
Short-term debt[4] 48,001,839 102,760,363 88,092,149
Long-term debt[5] 178,044,406 381,960,685 497,560,607
Nonrecourse loans 118,910,380 327,558,208 470,139,911
Partners' capital
account[3] 108,769,900 200,212,653 320,037,140
Total receipts[6] 291,998,115 367,117,316 566,212,218
Business
receipts[7] 271,108,832 302,733,374 483,417,504
Interest
received[8] 10,869,323 20,558,966 20,799,631
Total deductions[6] 283,749,460 376,000,991 549,602,678
Cost of
goods sold[9] 113,885,668 146,315,315 242,448,195
Purchases 70,439,607 91,925,923 140,521,621
Cost of labor 7,015,547 8,845,106 13,924,993
Net salaries and
wages (not
deducted
elsewhere) 22,336,337 33,884,204 56,025,118
Taxes paid 9,553,145 7,745,756 9,339,396
Interest paid 28,362,385 28,674,933 29,617,935
Depreciation[10] 21,576,189 53,650,790 60,204,443
Net income
(less deficit) 8,248,655 -8,883,674 16,609,540
Net income 45,061,756 77,044,693 116,317,801
Deficit 36,813,100 85,928,367 99,708,261
Item 1995 1997 1998
(4) (5) (6)
Total number
of active
partnerships 1,580,900 1,758,627 1,855,348
Number with net
income 955,166 1,091,826 1,171,187
Number with balance
sheets[1] 1,053,139 1,211,005 1,303,970
Number of partners 15,605,686 16,183,715 15,663,372
Number of limited
partnerships[2] 295,304(r) 328,210 342,726
Number of partners 10,223,901 10,167,018 9,325,111
Number of limited
liability
companies[2] 118,559 349,054 470,657
Number of
partners[2] 712,781 1,524,256(r) 1,879,382
Total assets[3] 2,718,647,742 4,170,214,187 5,126,548,007
Depreciable
assets (net) 766,778,033 979,075,635 1,153,222,498
Inventories, end
of year 88,050,194 147,387,132 175,963,423
Land 221,172,841 256,622,220 291,171,287
Total liabilities[3] 1,886,488,062 2,657,017,568 3,150,848,369
Accounts payable 90,603,965 159,411,026 190,689,535
Short-term debt[4] 123,961,301 126,702,735 229,922,243
Long-term debt[5] 544,253,482 704,873,851 884,452,445
Nonrecourse loans 465,744,743 492,364,600 523,403,560
Partners' capital
account[3] 832,159,680 1,513,196,619 1,975,699,638
Total receipts[6] 890,431,963 1,354,439,831 1,603,027,268
Business
receipts[7] 760,617,695 1,141,963,405 1,356,655,904
Interest
received[8] 31,240,619 40,706,592 51,454,743
Total deductions[6] 783,602,767 1,186,199,105 1,416,322,641
Cost of
goods sold[9] 395,322,385 625,197,285 737,235,839
Purchases 256,546,960 427,050,241 461,144,704
Cost of labor 20,080,458 28,794,257 33,411,962
Net salaries and
wages (not
deducted
elsewhere) 80,292,538 115,199,593 142,910,961
Taxes paid 13,151,513 17,922,755 23,813,223
Interest paid 42,775,881 59,519,342 73,406,067
Depreciation[10] 62,266,537 77,573,367 88,646,144
Net income
(less deficit) 106,829,196 168,240,726 186,704,627
Net income 178,650,951 262,373,206 297,875,299
Deficit 71,821,755 94,132,480 111,170,672
See notes at end of this section.
Table 12.--Number of Business Income Tax Returns, by Size
of Business for Specified Income Years, 1980-1998
[All figures are estimates based on samples--number
of businesses is in thousands]
Type and size of business 1980 1985 1990
(1) (2) (3)
CORPORATIONS
Total 2,710.5 3,277.2 3,716.7
Receipt size[1]
Under $25,000[2] 557.0 710.8 878.7
$25,000 under $50,000 207.7 236.6 252.0
$50,000 under $100,000 322.7 330.2 358.9
$100,000 under $250,000 558.4 620.5 661.7
$250,000 under $500,000 367.3 489.2 500.0
$500,000 under $1,000,000 279.8 352.4 416.0
$1,000,000 or more 417.7 537.6 649.4
Asset size
Under $100,000[3] 1,514.6 1,833.5 2,111.5
$100,000 under $1,000,000 968.9 1,152.5 1,246.3
$1,000,000 under $10,000,000 191.8 245.4 303.8
$10,000,000 under $25,000,000 16.6 20.9 25.2
$25,000,000 under $50,000,000 7.8 10.4 11.0
$50,000,000 under $100,000,000 4.8 6.2 7.4
$100,000,000 under $250,000,000 3.2 4.4 5.8
$250,000,000 or more 2.9 4.1 5.6
PARTNERSHIPS
Total 1,379.7 1,713.6 1,553.5
Receipt size[1]
Under $25,000[2] 638.0 840.1 962.6
$25,000 under $50,000 181.8 195.5 126.0
$50,000 under $100,000 183.6 199.5 133.4
$100,000 under $250,000 155.2 190.1 139.9
$250,000 under $500,000 135.6 165.5 82.5
$500,000 under $1,000,000 48.1 66.9 52.1
$1,000,000 or more 37.4 56.0 57.1
Asset size
Under $25,000[3] 541.9 794.1 737.9
$25,000 under $50,000 156.3 132.7 99.3
$50,000 under $100,000 180.2 165.8 99.5
$100,000 under $250,000 219.1 210.9 194.1
$250,000 under $500,000 117.9 142.8 128.6
$500,000 under $1,000,000 72.1 100.0 105.2
$1,000,000 or more 92.2 167.2 188.9
NONFARM SOLE
PROPRIETORSHIPS
Total[4] 9,730.0 11,928.6 14,782.7
Receipt size[4]
Under $2,500[2] 2,783.1 3,067.5 3,750.1
$2,500 under $5,000 1,158.6 1,444.6 1,714.5
$5,000 under $10,000 1,262.9 1,633.6 2,011.7
$10,000 under $25,000 1,711.8 2,104.6 2,719.8
$25,000 under $50,000 1,079.1 1,393.9 1,660.2
$50,000 under $100,000 835.6 1,094.1 1,282.1
$100,000 under $200,000 795.8 1,060.2 857.2
$200,000 under $500,000 795.8 1,060.2 587.0
$500,000 under $1,000,000 73.9 89.3 142.7
$1,000,000 or more 29.2 40.7 57.3
Type and size of business 1995 1997 1998
(4) (5) (6)
CORPORATIONS
Total 4,474.2 4,710.1 n.a.
Receipt size[1]
Under $25,000[2] 1,030.0 1,106.1 n.a.
$25,000 under $50,000 288.4 305.6 n.a.
$50,000 under $100,000 446.8 453.4 n.a.
$100,000 under $250,000 736.1 805.2 n.a.
$250,000 under $500,000 623.9 645.2 n.a.
$500,000 under $1,000,000 512.7 532.8 n.a.
$1,000,000 or more 803.3 861.9 n.a.
Asset size
Under $100,000[3] 2,615.0 2,738.4 n.a.
$100,000 under $1,000,000 1,438.0 1,513.4 n.a.
$1,000,000 under $10,000,000 256.6 388.0 n.a.
$10,000,000 under $25,000,000 29.1 31.8 n.a.
$25,000,000 under $50,000,000 12.4 12.7 n.a.
$50,000,000 under $100,000,000 8.4 8.7 n.a.
$100,000,000 under $250,000,000 7.2 8.0 n.a.
$250,000,000 or more 7.5 9.0 n.a.
PARTNERSHIPS
Total 1,580.9 1,758.6 1,855.3
Receipt size[1]
Under $25,000[2] 931.3 987.4 1,037.6
$25,000 under $50,000 133.5 151.2 157.3
$50,000 under $100,000 142.3 164.6 156.8
$100,000 under $250,000 158.6 186.0 206.4
$250,000 under $500,000 86.5 107.6 113.8
$500,000 under $1,000,000 59.4 68.0 76.6
$1,000,000 or more 69.3 93.8 106.8
Asset size
Under $25,000[3] 733.7 776.3 773.2
$25,000 under $50,000 79.1 100.6 92.5
$50,000 under $100,000 106.7 112.1 122.3
$100,000 under $250,000 184.5 192.3 210.7
$250,000 under $500,000 134.2 153.7 162.0
$500,000 under $1,000,000 123.8 146.8 162.9
$1,000,000 or more 218.9 276.8 331.7
NONFARM SOLE
PROPRIETORSHIPS
Total[4] 16,423.9 17,176.5 17,408.8
Receipt size[4]
Under $2,500[2] 4,139.5 4,292.7 4,246.4
$2,500 under $5,000 1,954.1 1,994.1 2,055.6
$5,000 under $10,000 2,254.4 2,309.1 2,407.0
$10,000 under $25,000 2,969.3 3,107.3 3,058.3
$25,000 under $50,000 1,982.7 2,110.7 2,111.9
$50,000 under $100,000 1,392.6 1,491.4 1,590.1
$100,000 under $200,000 916.3 1,014.0 1,019.7
$200,000 under $500,000 597.7 622.7 666.6
$500,000 under $1,000,000 147.4 160.0 175.1
$1,000,000 or more 69.9 74.6 78.1
See notes at end of this section.
Table 13.--Corporation Income Tax Returns: Balance Sheet, Income
Statement, and Tax Items for Specified Income Years, 1980-1998
[All figures are estimates based on samples--money
amounts are in thousands of dollars]
Item 1980 1985(1)
(1) (2)
Number of returns, total[1] 2,710,538 3,277,219
Number with net income[1] 1,596,632 1,820,120
Consolidated returns[1,2,3] 57,890 79,598
S corporation returns[1,3,4] 545,389 724,749
DISC returns[1,5] 8,665 1,383
FSC returns[1,6] N/A 2,341
Total assets[7] 7,617,238,403 12,773,093,888
Cash 528,914,747 683,204,264
Notes and accounts receivable 1,984,601,790 3,317,635,191
Less: Allowance for
bad debts 50,057,307 61,580,335
Inventories[8] 534,806,547 714,722,928
Investments in U.S.
Government obligations[8] 265,542,521 916,550,098
Tax-exempt securities[9] 206,517,216 (8)
Other current assets 310,177,160 629,136,396
Loans to stockholders 29,873,250 56,761,232
Mortgage and real
estate loans 894,323,489 1,258,672,577
Other investments[7,8] 1,213,986,210 2,413,551,474
Depreciable assets 2,107,027,914 3,174,193,649
Less: Accumulated
depreciation 767,841,763 1,232,072,530
Depletable assets 71,901,490 112,339,389
Less: Accumulated depletion 19,569,556 37,203,920
Land 92,931,935 141,448,357
Intangible assets
(amortizable) 45,480,694 145,290,625
Less: Accumulated
amortization 18,393,037 42,505,240
Other assets 187,015,106 582,949,738
Total liabilities[7] 7,617,238,403 12,773,093,888
Accounts payable[10] 542,172,368 891,571,443
Mortgages, notes, and bonds
payable in less
than 1 year 504,802,288 1,001,337,795
Other current liabilities[10] 2,706,796,360 4,234,983,432
Loans from stockholders 85,718,510 174,317,253
Mortgages, notes, and bonds
payable in 1 year or more 986,663,932 1,699,272,481
Other liabilities 846,696,691 1,467,912,913
Capital stock 417,153,783 920,182,882
Paid-in or capital surplus 532,039,407 1,420,996,805
Retained earnings,
appropriated 41,461,644 54,074,364
Retained earnings,
unappropriated[11] 1,027,902,049 1,311,512,589
Less: Cost of treasury stock 74,168,627 403,068,064
Total receipts[12] 6,361,284,012 8,398,278,426
Business receipts[12,13] 5,731,616,337 7,369,538,953
Interest on State and local
Government obligations 12,620,876 20,164,514
Other interest[14] 354,243,674 617,622,425
Dividends received
from domestic
corporations[12,14] 18,654,800 16,967,379
Dividends received from
foreign corporations[12] 14,563,353 20,770,361
Rents[12] 41,371,141 89,700,937
Royalties[12] 12,450,250 15,237,421
Net short-term capital gain
reduced by net long-term
capital loss 2,013,510 7,032,062
Net long-term capital gain
reduced by net short-term
capital loss 24,910,957 53,771,685
Net gain, noncapital
assets[13] 20,117,615 33,537,842
Other receipts 128,721,498 153,934,848
Total deductions[12] 6,125,365,155 8,158,144,126
Cost of goods sold[12] 4,204,905,905 4,894,254,081
Compensation of officers 108,973,751 170,737,540
Repairs 42,407,967 81,495,784
Bad debts 18,769,771 43,333,588
Rent paid on business
property 71,990,832 134,661,335
Taxes paid 163,003,622 200,977,161
Interest paid 344,612,542 568,645,475
Contributions or gifts 2,358,554 4,471,736
Amortization 1,374,658 6,133,737
Depreciation 157,345,828 304,380,703
Depletion[15] 8,871,993 7,779,731
Advertising 52,266,004 91,922,667
Pension, profit-sharing,
stock bonus, and
annuity plans[15] 51,529,310 49,588,712
Employee benefit programs[15] 40,179,104 71,601,577
Net loss, noncapital
assets[12,13] 5,903,104 7,893,175
Other deductions[15] 850,872,216 1,520,267,133
Total receipts less total
deductions[12,16] 235,918,858 240,134,300
Constructive taxable income
from related foreign
corporations[17] 15,708,560 20,299,335
Net income
(less deficit)[12,16,17] 239,006,542 240,119,020
Net income[18] 296,787,201 363,867,384
Deficit[18] 57,780,659 123,748,365
Income subject to tax:[19]
Number of returns 1,131,883 1,219,438
Amount 246,598,486 266,060,609
Total income tax[20] 105,142,436 111,340,839
Regular and
alternative tax[21] 103,831,172 109,106,358
Recapture of prior-year
investment credit 867,571 1,497,597
Recapture of prior-year work
incentive (WIN) credit 4,873 N/A
Minimum tax and alternative
minimum tax:[22]
Number of returns 9,213 7,797
Amount 438,820 725,878
Environmental tax N/A N/A
Tax credits:[23]
Total 42,193,216 47,992,635
Foreign tax credit:[24]
Number of returns 6,199 5,074
Amount 24,879,737 24,263,487
U.S. possessions
tax credit[24] 1,572,734 2,450,583
Investment credit[25] 15,102,812 (25)
Work incentive (WIN) credit 36,483 N/A
Work opportunity
credit/jobs credit[25] 601,444 (25)
Nonconventional source
fuel credit 2 43,267
Qualified electric
vehicle credit N/A N/A
Alcohol fuel credit[25] 4 (25)
Research activities credit N/A 1,627,997
Employees stock ownership
credit[25] N/A (25)
Orphan drug credit[25] N/A 204
General business credit[25] N/A 19,607,097
Prior-year minimum tax credit N/A N/A
Total income tax
after credits[26] 62,949,220 63,348,204
Item 1990(1) 1995
(3) (4)
Number of returns, total[1] 3,716,650 4,474,167
Number with net income[1] 1,910,670 2,455,492
Consolidated returns[1,2,3] 71,769 65,617
S corporation returns[1,3,4] 1,575,092 2,153,119
DISC returns[1,5] (1) (1)
FSC returns[1,6] (1) (1)
Total assets[7] 18,190,057,609 26,013,689,001
Cash 771,086,440 962,083,261
Notes and accounts receivable 4,198,016,230 5,306,570,583
Less: Allowance for
bad debts 110,059,993 121,339,912
Inventories[8] 893,586,141 1,045,010,082
Investments in U.S.
Government obligations[8] 921,193,216 1,363,454,504
Tax-exempt securities[9] 380,320,504 839,783,392
Other current assets 1,164,582,476 1,835,051,182
Loans to stockholders 94,866,044 92,774,645
Mortgage and real
estate loans 1,537,899,636 1,713,312,936
Other investments[7,8] 4,136,891,162 7,429,369,054
Depreciable assets 4,317,781,452 5,571,142,501
Less: Accumulated
depreciation 1,848,022,862 2,600,545,415
Depletable assets 129,370,543 153,542,647
Less: Accumulated depletion 55,075,300 70,960,211
Land 209,579,296 242,340,731
Intangible assets
(amortizable) 491,252,807 749,166,777
Less: Accumulated
amortization 95,754,475 165,020,215
Other assets 1,052,544,294 1,667,952,459
Total liabilities[7] 18,190,057,609 26,013,689,001
Accounts payable[10] 1,094,001,051 1,749,573,601
Mortgages, notes, and bonds
payable in less
than 1 year 1,802,732,358 2,033,602,027
Other current liabilities[10] 5,197,682,027 6,782,699,365
Loans from stockholders 268,559,197 311,675,047
Mortgages, notes, and bonds
payable in 1 year or more 2,665,098,250 3,335,426,303
Other liabilities 2,423,067,175 3,668,771,655
Capital stock 1,584,840,863 2,194,368,322
Paid-in or capital surplus 2,814,210,083 5,445,997,437
Retained earnings,
appropriated 60,978,729 105,683,587
Retained earnings,
unappropriated[11] 1,349,027,584 2,085,712,657
Less: Cost of treasury stock 1,070,139,706 1,699,820,997
Total receipts[12] 11,409,520,074 14,539,050,114
Business receipts[12,13] 9,860,441,633 12,785,797,708
Interest on State and local
Government obligations 35,164,734 46,323,344
Other interest[14] 942,237,940 993,173,428
Dividends received
from domestic
corporations[12,14] 13,413,839 22,842,877
Dividends received from
foreign corporations[12] 33,261,669 35,418,063
Rents[12] 100,642,848 87,120,169
Royalties[12] 32,142,258 57,982,610
Net short-term capital gain
reduced by net long-term
capital loss 4,110,745 40,083,929
Net long-term capital gain
reduced by net short-term
capital loss 50,935,859 60,852,565
Net gain, noncapital
assets[13] 32,275,111 42,987,930
Other receipts 304,893,438 366,467,491
Total deductions[12] 11,032,574,630 13,821,277,581
Cost of goods sold[12] 6,610,769,883 8,206,073,365
Compensation of officers 205,403,164 303,636,318
Repairs 95,887,821 118,597,690
Bad debts 83,690,549 67,769,341
Rent paid on business
property 184,771,540 232,104,107
Taxes paid 250,928,813 325,838,495
Interest paid 825,372,164 744,764,676
Contributions or gifts 4,752,406 7,425,566
Amortization 31,503,958 45,998,611
Depreciation 332,781,754 436,581,144
Depletion[15] 9,646,712 9,998,046
Advertising 126,417,097 162,777,591
Pension, profit-sharing,
stock bonus, and
annuity plans[15] 42,233,693 81,791,802
Employee benefit programs[15] 113,320,117 165,112,064
Net loss, noncapital
assets[12,13] 22,330,746 28,033,601
Other deductions[15] 2,092,764,214 2,884,775,167
Total receipts less total
deductions[12,16] 376,945,444 717,772,533
Constructive taxable income
from related foreign
corporations[17] 36,776,886 42,744,182
Net income
(less deficit)[12,16,17] 370,632,632 714,193,371
Net income[18] 552,526,789 880,653,345
Deficit[18] 181,894,157 166,459,975
Income subject to tax:[19]
Number of returns 846,064 912,851
Amount 366,352,857 564,733,017
Total income tax[20] 128,185,666 198,786,648
Regular and
alternative tax[21] 119,434,430 193,564,219
Recapture of prior-year
investment credit 126,600 11,605
Recapture of prior-year work
incentive (WIN) credit N/A N/A
Minimum tax and alternative
minimum tax:[22]
Number of returns 32,458 25,834
Amount 8,104,269 4,281,827
Environmental tax 520,167 713,254
Tax credits:[23]
Total 31,780,141 42,362,992
Foreign tax credit:[24]
Number of returns 4,960 6,710
Amount 24,987,496 30,415,605
U.S. possessions
tax credit[24] 3,194,481 3,082,222
Investment credit[25] (25) (25)
Work incentive (WIN) credit N/A N/A
Work opportunity
credit/jobs credit[25] (25) (25)
Nonconventional source
fuel credit 81,790 732,031
Qualified electric
vehicle credit N/A 120
Alcohol fuel credit[25] (25) (25)
Research activities credit (25) (25)
Employees stock ownership
credit[25] N/A N/A
Orphan drug credit[25] 15,637 (25)
General business credit[25] 2,833,701 3,388,423
Prior-year minimum tax credit 667,036 4,797,001
Total income tax
after credits[26] 96,405,525 156,371,246(r)
Item 1997 1998
(5) (6)
Number of returns, total[1] 4,710,083 4,848,888
Number with net income[1] 2,647,474 2,760,814
Consolidated returns[1,2,3] 63,734 60,812
S corporation returns[1,3,4] 2,452,254 2,588,088
DISC returns[1,5] (1) (1)
FSC returns[1,6] (1) (1)
Total assets[7] 33,029,652,126 37,347,352,986
Cash 1,299,322,671 1,336,424,483
Notes and accounts receivable 6,631,942,847 7,061,547,469
Less: Allowance for
bad debts 122,820,548 128,129,657
Inventories[8] 1,114,311,184 1,139,210,381
Investments in U.S.
Government obligations[8] 1,343,494,697 1,365,651,984
Tax-exempt securities[9] 938,749,897 958,653,471
Other current assets 2,386,864,393 2,738,441,339
Loans to stockholders 119,409,603 135,052,180
Mortgage and real
estate loans 2,028,635,427 2,414,901,336
Other investments[7,8] 10,756,027,535 13,201,119,823
Depreciable assets 6,208,236,257 6,541,280,743
Less: Accumulated
depreciation 2,898,167,422 3,031,634,536
Depletable assets 177,493,362 192,668,634
Less: Accumulated depletion 84,251,459 92,307,154
Land 262,040,328 271,489,857
Intangible assets
(amortizable) 1,116,983,115 1,376,300,094
Less: Accumulated
amortization 206,973,912 232,743,976
Other assets 1,958,354,154 2,099,426,516
Total liabilities[7] 33,029,652,126 37,347,352,986
Accounts payable[10] 2,110,630,121 2,501,289,043
Mortgages, notes, and bonds
payable in less
than 1 year 2,582,166,030 3,215,524,383
Other current liabilities[10] 8,449,740,216 8,809,999,920
Loans from stockholders 342,740,581 361,234,088
Mortgages, notes, and bonds
payable in 1 year or more 4,072,058,514 4,813,249,719
Other liabilities 4,119,302,972 4,537,780,597
Capital stock 2,950,770,321 3,244,023,916
Paid-in or capital surplus 7,252,539,718 8,610,169,238
Retained earnings,
appropriated 150,317,214 185,163,160
Retained earnings,
unappropriated[11] 2,963,055,922 3,187,402,691
Less: Cost of treasury stock 1,963,669,480 2,118,483,766
Total receipts[12] 16,609,707,302 17,323,955,004
Business receipts[12,13] 14,460,928,695 15,010,264,802
Interest on State and local
Government obligations 46,882,297 49,128,679
Other interest[14] 1,140,011,267 1,227,640,206
Dividends received
from domestic
corporations[12,14] 19,148,490 20,010,007
Dividends received from
foreign corporations[12] 51,009,284 49,232,904
Rents[12] 97,899,303 106,686,977
Royalties[12] 78,519,427 93,600,002
Net short-term capital gain
reduced by net long-term
capital loss 69,545,224 37,302,058
Net long-term capital gain
reduced by net short-term
capital loss 101,490,776 125,012,968
Net gain, noncapital
assets[13] 58,264,270 69,519,362
Other receipts 486,008,268 535,557,040
Total deductions[12] 15,704,242,236 16,489,425,015
Cost of goods sold[12] 9,114,245,646 9,362,392,237
Compensation of officers 335,569,195 356,850,517
Repairs 128,520,470 130,298,655
Bad debts 83,564,771 86,371,104
Rent paid on business
property 265,198,976 308,317,657
Taxes paid 350,272,133 354,578,692
Interest paid 866,474,183 966,659,473
Contributions or gifts 8,372,161 8,667,513
Amortization 61,739,615 74,336,292
Depreciation 513,137,459 542,490,397
Depletion[15] 10,196,566 9,685,686
Advertising 188,052,086 198,214,266
Pension, profit-sharing,
stock bonus, and
annuity plans[15] 71,424,733 71,689,478
Employee benefit programs[15] 184,290,082 195,453,372
Net loss, noncapital
assets[12,13] 20,777,750 21,309,505
Other deductions[15] 3,502,406,411 3,802,110,171
Total receipts less total
deductions[12,16] 905,465,066 834,529,989
Constructive taxable income
from related foreign
corporations[17] 56,813,868 52,822,281
Net income
(less deficit)[12,16,17] 915,396,637 838,223,591
Net income[18] 1,117,825,239 1,091,150,050
Deficit[18] 202,428,602 252,926,459
Income subject to tax:[19]
Number of returns 891,445 894,446
Amount 683,792,847 663,385,528
Total income tax[20] 239,394,206 231,399,671
Regular and
alternative tax[21] 235,325,362 228,021,519
Recapture of prior-year
investment credit 5,006 3,356
Recapture of prior-year work
incentive (WIN) credit N/A NA
Minimum tax and alternative
minimum tax:[22]
Number of returns 25,047 18,360
Amount 3,917,084 3,324,799
Environmental tax N/A NA
Tax credits:[23]
Total 51,092,223 49,854,525
Foreign tax credit:[24]
Number of returns 6,588 5,922
Amount 42,199,558 37,396,469
U.S. possessions
tax credit[24] 2,722,179 2,393,331
Investment credit[25] (25) (25)
Work incentive (WIN) credit N/A N/A
Work opportunity
credit/jobs credit[25] (25) (25)
Nonconventional source
fuel credit 1,083,331 1,029,728
Qualified electric
vehicle credit 787 702
Alcohol fuel credit[25] (25) (25)
Research activities credit (25) (25)
Employees stock ownership
credit[25] N/A N/A
Orphan drug credit[25] (25) (25)
General business credit[25] 5,086,368 5,601,399
Prior-year minimum tax credit 4,125,990 3,432,896
Total income tax
after credits[26] 184,175,993 181,545,146
See notes at end of this section.
Table 14a.--Corporation Income Tax Returns: Selected Balance Sheet,
Income Statement, and Tax Items, by Standard Industrial Classification
(SIC) Industrial Division, Specified Income Years, 1980-1997
[All figures are estimates based on samples--money amounts are in
thousands of dollars]
Industrial division 1980 1985 1990
and item
(1) (2) (3)
ALL INDUSTRIAL
DIVISIONS[1]
Number of
returns,
total[2] 2,710,538 3,277,219 3,716,650
Number with net
income[2] 1,596,632 1,820,120 1,910,670
Total assets 7,617,238,403 12,773,093,888 18,190,057,609
Net worth[3] 1,944,388,256 3,303,698,576 4,738,917,553
Total receipts[4] 6,361,284,012 8,398,278,426 11,409,520,074
Business
receipts[4,5] 5,731,616,337 7,369,538,953 9,860,441,633
Interest
received[4,6] 366,864,550 637,786,939 977,402,674
Total
deductions[4] 6,125,365,155 8,158,144,126 11,032,574,630
Cost of goods
sold[4] 4,204,905,905 4,894,254,081 6,610,769,883
Interest paid 344,612,542 568,645,475 825,372,164
Net income (less
deficit)[4] 239,006,542 240,119,020 370,632,632
Net income[4] 296,787,201 363,867,384 552,526,789
Deficit[4] 57,780,659 123,748,365 181,894,157
Total income
tax[7] 105,142,436 111,340,839 128,185,666
Regular and
alternative
tax[8] 103,831,172 109,106,358 119,434,430
Total income tax
after credits 62,949,220 63,348,204 96,405,525
AGRICULTURE,
FORESTRY, AND
FISHING[1]
Number of
returns,
total[2] 80,883 103,156 126,423
Number with net
income[2] 43,827 52,776 70,965
Total assets 40,738,977 52,651,197 68,338,381
Net worth[3] 11,460,935 15,406,221 23,360,455
Total receipts[4] 52,089,915 70,491,486 88,101,065
Business
receipts[4] 48,850,056 65,419,402 82,114,836
Interest
received[4,6] 476,654 775,383 681,127
Total
deductions[4] 51,418,280 70,559,478 86,883,128
Cost of goods
sold[4] 35,798,332 45,085,526 52,758,720
Interest paid 2,184,441 2,758,952 2,852,242
Net income (less
deficit)[4] 673,158 -74,270 -1,156,269
Net income[4] 2,464,381 2,930,905 4,328,433
Deficit[4] 1,791,222 3,005,175 3,172,164
Total income
tax[7] 544,487 540,641 589,866
Regular and
alternative
tax[8] 533,768 531,787 569,812
Total income tax
after credits 422,356 344,626 554,818
MINING[1]
Number of
returns,
total[2] 25,576 41,426 39,674
Number with net
income[2] 12,698 18,031 18,436
Total assets 126,947,880 240,815,996 219,197,640
Net worth[3] 54,068,148 104,772,797 110,339,579
Total receipts[4] 176,672,390 142,038,595 111,444,457
Business
receipts[4] 167,397,918 126,710,610 97,321,579
Interest
received[4,6] 1,301,266 3,584,890 3,849,674
Total
deductions[4] 169,051,624 145,389,514 106,466,509
Cost of goods
sold[4] 116,989,880 87,972,035 62,070,361
Interest paid 3,440,080 7,789,995 6,674,114
Net income (less
deficit)[4] 7,750,561 -2,543,487 5,302,223
Net income[4] 10,133,685 6,166,623 9,071,733
Deficit[4] 2,383,124 8,710,110 3,769,511
Total income
tax[7] 4,083,078 1,810,559 2,223,977
Regular and
alternative
tax[8] 3,947,569 1,736,952 1,897,245
Total income tax
after credits 1,674,566 557,519 1,348,333
CONSTRUCTION[1]
Number of
returns,
total[2] 272,432 318,276 406,874
Number with net
income[2] 150,368 185,613 223,434
Total assets 132,939,026 215,297,771 243,829,026
Net worth[3] 32,826,174 54,687,270 63,865,550
Total receipts[4] 267,205,356 387,232,953 534,654,044
Business
receipts[4] 260,387,692 374,590,273 522,586,199
Interest
received[4,6] 2,073,650 3,851,628 3,621,561
Total
deductions[4] 262,116,275 382,823,113 527,800,795
Cost of goods
sold[4] 208,064,925 295,803,244 407,448,745
Interest paid 4,278,502 6,407,652 7,368,430
Net income (less
deficit)[4] 5,271,209 4,370,924 6,824,608
Net income[4] 8,911,143 11,053,145 15,859,977
Deficit[4] 3,639,934 6,682,220 9,035,370
Total income
tax[7] 2,557,976 2,312,856 2,092,196
Regular and
alternative
tax[8] 2,521,507 2,243,786 1,983,902
Total income tax
after credits 1,973,659 1,662,563 1,906,537
MANUFACTURING[1]
Number of
returns,
total[2] 242,550 276,545 301,669
Number with net
income[2] 153,640 159,778 167,509
Total assets 1,709,471,700 2,644,393,424 3,921,323,756
Net worth[3] 749,186,774 1,099,645,876 1,392,233,318
Total receipts[4] 2,404,323,844 2,831,062,496 3,688,693,895
Business
receipts[4] 2,301,056,550 2,656,345,750 3,434,141,360
Interest
received[4,6] 28,315,784 47,753,626 81,135,811
Total
deductions[4] 2,290,593,808 2,733,105,346 3,545,121,842
Cost of goods
sold[4] 1,707,143,900 1,797,852,805 2,377,226,499
Interest paid 54,177,356 90,452,072 151,214,835
Net income (less
deficit)[4] 125,667,815 113,758,645 171,373,726
Net income[4] 141,547,510 142,541,119 212,936,099
Deficit[4] 15,879,695 28,782,474 41,562,373
Total income
tax[7] 60,184,725 56,687,476 64,385,522
Regular and
alternative
tax[8] 59,577,413 55,553,921 60,664,655
Total income tax
after credits 32,671,450 25,382,459 38,972,735
TRANSPORTATION AND
PUBLIC
UTILITIES[1]
Number of
returns,
total[2] 111,324 138,337 160,353
Number with net
income[2] 62,232 69,938 81,418
Total assets 758,364,400 1,246,426,899 1,522,045,738
Net worth[3] 290,655,693 490,481,127 508,667,821
Total receipts[4] 523,807,396 772,358,188 936,277,062
Business
receipts[4] 507,372,820 733,943,970 874,111,070
Interest
received[4,6] 5,760,072 12,310,594 18,194,729
Total
deductions[4] 503,954,285 747,836,158 900,960,832
Cost of goods
sold[4] 336,868,172 381,028,354 405,924,209
Interest paid 27,638,591 44,880,858 59,190,735
Net income (less
deficit)[4] 20,046,155 25,087,629 35,413,596
Net income[4] 24,917,293 37,880,144 51,490,850
Deficit[4] 4,871,138 12,792,516 16,077,254
Total income
tax[7] 10,733,055 15,214,129 17,114,547
Regular and
alternative
tax[8] 10,532,722 14,881,470 15,228,031
Total income tax
after credits 5,322,655 8,432,924 15,882,038
WHOLESALE AND
RETAIL
TRADE[1]
Number of
returns,
total[2] 799,628 917,301 1,023,057
Number with net
income[2] 487,300 510,825 527,128
Total assets 646,901,005 1,009,965,739 1,447,296,828
Net worth[3] 222,289,687 286,260,274 354,827,439
Total receipts[4] 1,955,523,778 2,473,865,453 3,308,988,336
Business
receipts[4] 1,919,347,689 2,408,174,933 3,216,861,660
Interest
received[4,6] 10,503,989 21,633,480 29,851,239
Total
deductions[4] 1,919,454,218 2,440,403,373 3,279,066,687
Cost of goods
sold[4] 1,538,128,634 1,869,766,621 2,482,483,270
Interest paid 25,645,855 38,217,998 63,914,431
Net income (less
deficit)[4] 38,309,671 33,126,702 30,094,078
Net income[4] 49,426,500 51,434,500 65,383,876
Deficit[4] 11,116,829 18,307,798 35,289,798
Total income
tax[7] 13,665,104 16,392,896 13,839,310
Regular and
alternative
tax[8] 13,515,653 16,130,885 13,324,360
Total income tax
after credits 10,564,358 13,396,555 12,616,076
FINANCE, INSURANCE,
AND REAL
ESTATE[1]
Number of
returns,
total[2] 493,426 518,432 609,138
Number with net
income[2] 273,853 285,273 269,667
Total assets 4,022,206,073 7,029,452,681 10,193,295,357
Net worth[3] 530,541,317 1,161,968,009 2,142,041,011
Total receipts[4] 697,460,846 1,182,034,309 1,954,709,651
Business
receipts[5] 256,892,475 501,993,840 900,908,453
Interest
received[4,6] 315,146,115 541,268,193 830,451,126
Total
deductions[4] 652,637,787 1,104,572,202 1,809,867,575
Cost of goods
sold[4] 129,644,330 237,577,803 526,244,728
Interest paid 219,167,684 363,009,417 506,921,011
Net income (less
deficit)[4] 33,122,792 60,670,526 109,901,881
Net income[4] 46,040,390 90,546,934 158,458,842
Deficit[4] 12,917,599 29,876,408 48,556,962
Total income
tax[7] 9,804,884 13,598,201 22,556,387
Regular and
alternative
tax[8] 9,680,755 13,369,981 20,709,720
Total income tax
after credits 7,699,628 10,193,877 20,512,098
SERVICES[1]
Number of
returns,
total[2] 671,338 939,390 1,029,447
Number with net
income[2] 408,716 529,337 546,268
Total assets 178,163,737 330,982,941 572,842,266
Net worth[3] 52,865,513 89,852,365 143,154,346
Total receipts[4] 279,883,187 534,587,609 779,329,609
Business
receipts[4] 266,088,619 497,980,990 726,041,364
Interest
received[4,6] 3,269,412 6,561,301 9,526,124
Total
deductions[4] 271,792,974 528,685,613 769,035,909
Cost of goods
sold[4] 129,352,692 176,070,808 290,965,307
Interest paid 8,033,612 15,027,259 27,188,190
Net income (less
deficit)[4] 8,193,903 5,883,782 10,616,792
Net income[4] 13,246,601 21,124,460 34,850,560
Deficit[4] 5,052,698 15,240,678 24,233,768
Total income
tax[7] 3,554,144 4,742,347 5,368,531
Regular and
alternative
tax[8] 3,497,265 4,621,875 5,041,377
Total income tax
after credits 2,601,370 3,343,830 4,597,561
Industrial division 1995 1996 1997
and item
(4) (5) (6)
ALL INDUSTRIAL
DIVISIONS[1]
Number of
returns,
total[2] 4,474,167 4,631,370 4,710,083
Number with net
income[2] 2,455,492 2,588,424 2,647,474
Total assets 26,013,689,001 28,642,263,127 33,029,652,126
Net worth[3] 8,131,941,003 9,495,226,103 11,353,013,694
Total receipts[4] 14,539,050,114 15,525,718,006 16,609,707,302
Business
receipts[4,5] 12,785,797,708 13,659,470,309 14,460,928,695
Interest
received[4,6] 1,039,496,772 1,082,071,703 1,186,893,564
Total
deductions[4] 13,821,277,581 14,728,089,018 15,704,242,236
Cost of goods
sold[4] 8,206,073,365 8,707,100,240 9,114,245,646
Interest paid 744,764,676 770,885,334 866,474,183
Net income (less
deficit)[4] 714,193,371 806,484,990 915,396,637
Net income[4] 880,653,345 986,782,683 1,117,825,239
Deficit[4] 166,459,975 180,297,692 202,428,602
Total income
tax[7] 198,786,648 223,712,985 239,394,206
Regular and
alternative
tax[8] 193,564,219 219,756,610 235,325,362
Total income tax
after credits 156,371,246 170,609,759 184,175,993
AGRICULTURE,
FORESTRY, AND
FISHING[1]
Number of
returns,
total[2] 147,527 158,963 163,114
Number with net
income[2] 79,320 90,012 91,984
Total assets 86,298,574 94,140,118 91,984,030
Net worth[3] 30,102,131 32,757,173 32,990,807
Total receipts[4] 107,581,973 119,737,058 117,387,555
Business
receipts[4] 100,630,952 111,727,224 107,930,422
Interest
received[4,6] 640,032 759,958 601,918
Total
deductions[4] 105,967,360 117,166,334 114,673,629
Cost of goods
sold[4] 56,765,231 63,581,911 60,245,509
Interest paid 2,892,302 3,008,936 2,978,589
Net income (less
deficit)[4] 1,604,481 2,614,131 2,673,835
Net income[4] 5,402,335 6,262,057 6,310,262
Deficit[4] 3,797,857 3,647,926 3,636,427
Total income
tax[7] 661,579 764,345 659,642
Regular and
alternative
tax[8] 640,696 748,862 647,752
Total income tax
after credits 611,090 659,975 599,082
MINING[1]
Number of
returns,
total[2] 35,123 35,799 32,996
Number with net
income[2] 18,776 18,098 17,281
Total assets 268,690,014 299,106,231 324,294,826
Net worth[3] 132,123,209 151,720,805 165,095,652
Total receipts[4] 126,760,491 141,278,092 150,318,265
Business
receipts[4] 114,163,493 127,583,639 134,379,404
Interest
received[4,6] 2,985,957 3,096,278 3,708,511
Total
deductions[4] 121,397,443 133,385,823 141,046,419
Cost of goods
sold[4] 70,550,767 78,022,883 78,465,626
Interest paid 6,071,863 6,179,872 6,768,047
Net income (less
deficit)[4] 5,530,975 8,152,607 9,728,562
Net income[4] 9,364,612 12,112,260 14,191,366
Deficit[4] 3,833,637 3,959,653 4,462,804
Total income
tax[7] 2,119,370 2,525,467 3,141,128
Regular and
alternative
tax[8] 1,900,482 2,348,394 2,951,254
Total income tax
after credits 1,171,880 1,350,678 2,019,716
CONSTRUCTION[1]
Number of
returns,
total[2] 449,882 471,230 487,783
Number with net
income[2] 275,375 300,890 307,733
Total assets 265,812,616 284,595,206 314,551,349
Net worth[3] 86,553,081 92,427,338 99,144,660
Total receipts[4] 637,090,195 710,467,223 779,014,473
Business
receipts[4] 627,463,416 699,596,890 768,122,399
Interest
received[4,6] 2,068,327 2,089,412 2,079,884
Total
deductions[4] 622,621,984 692,581,515 758,429,123
Cost of goods
sold[4] 483,881,784 537,067,796 589,184,488
Interest paid 5,280,750 5,473,796 5,949,039
Net income (less
deficit)[4] 14,458,024 17,878,460 20,522,439
Net income[4] 20,986,981 25,036,702 27,816,466
Deficit[4] 6,528,956 7,158,242 7,294,027
Total income
tax[7] 2,462,222 2,958,069 2,953,440
Regular and
alternative
tax[8] 2,358,661 2,847,146 2,846,960
Total income tax
after credits 2,281,997 2,667,923 2,817,961
MANUFACTURING[1]
Number of
returns,
total[2] 319,699 325,689 325,045
Number with net
income[2] 185,590 191,254 195,038
Total assets 4,941,072,530 5,425,184,573 5,966,306,398
Net worth[3] 1,739,529,985 1,966,848,773 2,110,695,629
Total receipts[4] 4,585,549,761 4,902,669,122 5,177,663,770
Business
receipts[4] 4,290,704,760 4,567,209,064 4,794,291,330
Interest
received[4,6] 86,746,437 102,537,639 116,819,943
Total
deductions[4] 4,354,564,077 4,652,960,523 4,910,704,056
Cost of goods
sold[4] 2,932,256,224 3,125,013,437 3,241,577,938
Interest paid 145,509,470 156,862,195 175,064,011
Net income (less
deficit)[4] 260,909,947 286,059,822 305,958,154
Net income[4] 297,458,397 325,291,340 352,453,829
Deficit[4] 36,548,450 39,231,518 46,495,675
Total income
tax[7] 83,817,532 95,502,448 101,849,787
Regular and
alternative
tax[8] 81,476,502 93,646,267 100,318,010
Total income tax
after credits 54,282,797 58,911,200 64,307,381
TRANSPORTATION AND
PUBLIC
UTILITIES[1]
Number of
returns,
total[2] 194,456 205,777 209,412
Number with net
income[2] 107,285 111,811 110,657
Total assets 1,903,213,778 2,069,453,023 2,219,019,293
Net worth[3] 633,131,635 714,120,889 762,083,589
Total receipts[4] 1,156,709,979 1,257,010,639 1,330,726,431
Business
receipts[4] 1,086,623,231 1,183,959,691 1,247,593,251
Interest
received[4,6] 22,314,329 23,432,987 26,135,120
Total
deductions[4] 1,084,676,405 1,182,369,290 1,260,911,843
Cost of goods
sold[4] 405,708,040 453,455,420 482,982,473
Interest paid 61,601,762 64,006,991 69,385,093
Net income (less
deficit)[4] 72,911,176 75,400,172 70,984,769
Net income[4] 87,557,007 93,129,707 95,097,536
Deficit[4] 14,645,831 17,729,536 24,112,767
Total income
tax[7] 27,186,351 28,376,759 28,506,843
Regular and
alternative
tax[8] 26,305,839 27,775,587 27,790,676
Total income tax
after credits 24,836,576 25,964,110 25,582,369
WHOLESALE AND
RETAIL
TRADE[1]
Number of
returns,
total[2] 1,132,409 1,142,491 1,149,132
Number with net
income[2] 626,022 652,504 656,288
Total assets 1,919,717,823 2,016,232,163 1,947,931,949
Net worth[3] 533,870,160 568,677,377 613,532,103
Total receipts[4] 4,310,346,947 4,490,073,608 4,703,816,853
Business
receipts[4] 4,206,376,331 4,383,103,174 4,588,802,594
Interest
received[4,6] 30,425,682 31,317,702 31,259,696
Total
deductions[4] 4,247,560,773 4,418,321,110 4,624,196,186
Cost of goods
sold[4] 3,255,845,728 3,378,472,096 3,523,438,346
Interest paid 59,945,319 61,708,013 65,839,595
Net income (less
deficit)[4] 63,566,712 73,353,268 81,584,637
Net income[4] 97,018,112 107,999,874 117,042,233
Deficit[4] 33,451,401 34,646,606 35,457,596
Total income
tax[7] 20,301,551 22,694,239 23,871,953
Regular and
alternative
tax[8] 20,030,374 22,435,178 23,550,018
Total income tax
after credits 18,475,899 20,733,437 21,959,617
FINANCE, INSURANCE,
AND REAL
ESTATE[1]
Number of
returns,
total[2] 683,211 723,754 744,545
Number with net
income[2] 317,410 341,136 344,625
Total assets 15,677,286,629 17,360,053,164 20,905,619,903
Net worth[3] 4,668,579,685 5,605,211,611 7,155,654,580
Total receipts[4] 2,278,103,923 2,406,855,250 2,711,269,836
Business
receipts[5] 1,094,870,564 1,176,179,679 1,282,307,615
Interest
received[4,6] 879,763,014 901,666,932 987,114,539
Total
deductions[4] 1,985,795,615 2,076,613,597 2,304,339,835
Cost of goods
sold[4] 614,755,680 632,948,266 661,222,720
Interest paid 433,479,978 439,762,655 501,112,985
Net income (less
deficit)[4] 256,810,767 299,149,193 373,482,032
Net income[4] 295,423,415 337,822,090 413,000,341
Deficit[4] 38,612,648 38,672,897 39,518,308
Total income
tax[7] 51,874,358 58,301,659 63,604,700
Regular and
alternative
tax[8] 50,691,121 57,556,938 62,650,267
Total income tax
after credits 45,986,022 50,141,559 54,777,098
SERVICES[1]
Number of
returns,
total[2] 1,504,230 1,557,401 1,592,854
Number with net
income[2] 843,922 881,427 921,533
Total assets 950,737,457 1,092,310,137 1,259,381,543
Net worth[3] 307,630,801 363,120,124 413,665,895
Total receipts[4] 1,335,694,559 1,496,215,552 1,638,587,903
Business
receipts[4] 1,263,790,767 1,408,716,487 1,536,597,024
Interest
received[4,6] 14,541,126 17,157,456 19,166,408
Total
deductions[4] 1,297,475,364 1,453,204,496 1,589,010,688
Cost of goods
sold[4] 385,562,425 437,521,006 476,468,909
Interest paid 29,967,579 33,871,749 39,371,150
Net income (less
deficit)[4] 38,407,562 43,952,204 50,470,448
Net income[4] 67,389,184 79,102,121 91,879,768
Deficit[4] 28,981,622 35,149,916 41,409,320
Total income
tax[7] 10,358,678 12,588,705 14,804,587
Regular and
alternative
tax[8] 10,155,538 12,397,017 14,568,298
Total income tax
after credits 8,719,982 10,179,585 12,110,639
Table 14b.--Corporation Income Tax Returns: Selected Balance Sheet,
Income Statement, and Tax Items, by North American Industry
Classification System Industrial Sectors, Income Year 1998
[All figures are estimates based on samples--money amounts are in
thousands of dollars]
Industrial sector and item 1998
ALL INDUSTRIAL SECTORS[1]
Number of returns, total[2] 4,848,888
Number with net income[2] 2,760,814
Total assets 37,347,352,986
Net worth[3] 13,108,275,236
Total receipts[4] 17,323,955,004
Business receipts[4,5] 15,010,264,802
Interest received 1,276,768,885
Total deductions[4] 16,489,425,015
Cost of goods sold[4] 9,362,392,237
Interest paid 966,659,473
Net income (less deficit)[4] 838,223,591
Net income[4] 1,091,150,050
Deficit[4] 252,926,459
Total income tax 231,399,671
Regular and alternative tax[8] 228,021,519
Total income tax after credits 181,545,146
AGRICULTURE, FORESTRY, HUNTING,
AND FISHING[1]
Number of returns, total[2] 135,107
Number with net income[2] 71,439
Total assets 96,299,993
Net worth[3] 36,418,247
Total receipts[4] 110,588,698
Business receipts[4] 100,398,430
Interest received[4,6] 627,434
Total deductions[4] 110,125,234
Cost of goods sold[4] 56,835,616
Interest paid 3,117,877
Net income (less deficit)[4] 529,117
Net income[4] 5,485,926
Deficit[4] 4,956,809
Total income tax[7] 620,915
Regular and alternative tax[8] 610,268
Total income tax after credits 547,808
MINING[1]
Number of returns, total[2] 31,467
Number with net income[2] 16,045
Total assets 344,842,939
Net worth[3] 170,579,986
Total receipts[4] 131,071,579
Business receipts[4] 116,905,970
Interest received[4,6] 3,873, 591
Total deductions[4] 130,388,596
Cost of goods sold[4] 66,380,586
Interest paid 7,911,568
Net income (less deficit)[4] 1,091,102
Net income[5] 8,826,382
Deficit[4] 7,735,280
Total income tax[7] 2,116,331
Regular and alternative tax[8] 1,987,944
Total income tax after credits 1,382,782
UTILITIES[1]
Number of returns, total[2] 8,067
Number with net income[2] 4,556
Total assets 1,034,143,980
Net worth[3] 345,181,633
Total receipts[4] 475,839,324
Business receipts[4] 450,830,225
Interest received[4,6] 7,797,767
Total deductions[4] 445,297,488
Cost of goods sold[4] 276,406,488
Interest paid 28,451,377
Net income (less deficit)[4] 31,509,342
Net income[4] 37,950,376
Deficit[4] 6,441,034
Total income tax[7] 12,854,663
Regular and alternative tax[8] 12,763,441
Total income tax after credits 11,257,262
CONSTRUCTION[1]
Number of returns, total[2] 551,935
Number with net income[2] 350,586
Total assets 415,679,597
Net worth[3] 124,212,135
Total receipts[4] 875,357,103
Business receipts[4] 859,139,558
Interest received[4,6] 2,858,133
Total deductions[4] 846,846,638
Cost of goods sold[4] 646,521,716
Interest paid 8,234,453
Net income (less deficit)[4] 28,385,998
Net income[4] 37,355,248
Deficit[4] 8,969,250
Total income tax[7] 3,848,773
Regular and alternative tax[8] 3,720,221
Total income tax after credits 3,671,586
MANUFACTURING[1]
Number of returns, total[2] 309,912
Number with net income[2] 187,502
Total assets 6,407,878,676
Net worth[3] 2,176,868,544
Total receipts[4] 4,967,763,340
Business receipts[4] 4,591,071,027
Interest received[4,6] 110,421,209
Total deductions[4] 4,758,096,862
Cost of goods sold[4] 3,128,946,941
Interest paid 172,772,207
Net income (less deficit)[4] 246,022,462
Net income[4] 300,629,903
Deficit[4] 54,607,441
Total income tax[7] 85,160,606
Regular and alternative tax[8] 84,044,758
Total income tax after credits 51,821,656
WHOLESALE AND RETAIL TRADE[1]
Number of returns, total[2] 956,803
Number with net income[2] 562,107
Total assets 1,955,833,869
Net worth[3] 630,317,171
Total receipts[4] 4,626,956,885
Business receipts[4] 4,516,670,915
Interest received[4,6] 23,303,872
Total deductions[4] 4,541,306,580
Cost of goods sold[4] 3,500,642,975
Interest paid 56,868,644
Net income (less deficit)[4] 86,950,940
Net income[4] 119,780,848
Deficit[4] 32,829,908
Total income tax[7] 25,333,188
Regular and alternative tax[8] 25,050,231
Total income tax after credits 23,551,505
TRANSPORTATION AND WAREHOUSING[1]
Number of returns, total[2] 159,646
Number with net income[2] 94,327
Total assets 460,299,605
Net worth[3] 157,718,753
Total receipts[4] 488,074,225
Business receipts[4] 469,626,605
Interest received[4,6] 5,211,712
Total deductions[4] 472,624,631
Cost of goods sold[4] 145,243,592
Interest paid 12,890,808
Net income (less deficit)[4] 15,813,288
Net income[4] 21,950,223
Deficit[4] 6,136,935
Total income tax[7] 5,220,126
Regular and alternative tax[8] 4,974,510
Total income tax after credits 4,465,867
INFORMATION[1]
Number of returns, total[2] 100,977
Number with net income[2] 46,604
Total assets 1,657,751,562
Net worth[3] 630,069,085
Total receipts[4] 759,064,134
Business receipts[4] 667,610,273
Interest received[4,6] 26,513,904
Total deductions[4] 728,192,854
Cost of goods sold[4] 184,295,336
Interest paid 52,171,340
Net income (less deficit)[4] 32,662,060
Net income[4] 68,476,679
Deficit[4] 35,814,619
Total income tax[7] 20,501,328
Regular and alternative tax[8] 20,274,203
Total income tax after credits 18,440,210
FINANCE AND INSURANCE[1]
Number of returns, total[2] 218,193
Number with net income[2] 139,109
Total assets 17,305,086,833
Net worth[3] 7,518,173,882
Total receipts[4] 2,357,691,805
Business receipts[4] 1,285,017,559
Interest received[4,6] 720,794,899
Total deductions[4] 2,037,238,331
Cost of goods sold[4] 744,162,763
Interest paid 344,911,753
Net income (less deficit)[4] 285,178,258
Net income[4] 317,490,397
Deficit[4] 32,312,139
Total income tax[7] 40,155,581
Regular and alternative tax[8] 39,623,438
Total income tax after credits 35,809,588
REAL ESTATE AND RENTAL AND
LEASING[1]
Number of returns, total[2] 521,917
Number with net income[2] 212,436
Total assets 496,174,007
Net worth[3] 138,405,897
Total receipts[4] 205,765,416
Business receipts[4] 175,701,248
Interest received[4,6] 6,601,541
Total deductions[4] 196,769,688
Cost of goods sold[4] 44,622,040
Interest paid 15,839,859
Net income (less deficit)[4] 8,872,883
Net income[4] 19,183,985
Deficit[4] 10,311,103
Total income tax[7] 2,789,218
Regular and alternative tax[8] 2,615,409
Total income tax after credits 2,664,038
PROFESSIONAL, SCIENTIFIC, AND
TECHNICAL SERVICES[1]
Number of returns, total[2] 623,784
Number with net income[2] 384,536
Total assets 299,636,432
Net worth[3] 110,823,199
Total receipts[4] 563,742,939
Business receipts[4] 540,924,209
Interest received[4,6] 3,875,671
Total deductions[4] 545,623,562
Cost of goods sold[4] 185,899,820
Interest paid 6,192,565
Net income (less deficit)[4] 18,166,687
Net income[4] 36,794,790
Deficit[4] 18,628,103
Total income tax[7] 4,892,809
Regular and alternative tax[8] 4,848,521
Total income tax after credits 4,277,480
MANAGEMENT OF COMPANIES (HOLDING
COMPANIES)[1]
Number of returns, total[2] 30,931
Number with net income[2] 14,278
Total assets 6,036,081,553
Net worth[3] 794,827,208
Total receipts[4] 550,818,360
Business receipts[4] 90,497,966
Interest received[4] 354,245,184
Total deductions[4] 491,555,673
Cost of goods sold[4] 4,093,481
Interest paid 227,006,009
Net income (less deficit)[4] 56,727,056
Net income[4] 61,617,002
Deficit[4] 4,889,946
Total income tax[7] 19,773,001
Regular and alternative tax[8] 19,528,114
Total income tax after credits 16,608,717
ADMINISTRATIVE AND SUPPORT AND
WASTE MANAGEMENT AND
REMEDIATION SERVICES[1]
Number of returns, total[2] 200,449
Number with net income[2] 122,276
Total assets 188,316,699
Net worth[3] 68,348,928
Total receipts[4] 277,178,204
Business receipts[4] 263,655,627
Interest received[4,6] 3,181,418
Total deductions[4] 270,127,054
Cost of goods sold[4] 124,986,629
Interest paid 5,863,680
Net income (less deficit)[4] 7,311,477
Net income[4] 12,520,454
Deficit[4] 5,208,977
Total income tax[7] 2,060,959
Regular and alternative tax[8] 2,030,934
Total income tax after credits 1,768,277
EDUCATIONAL SERVICES[1]
Number of returns, total[2] 36,959
Number with net income[2] 24,011
Total assets 12,015,998
Net worth[3] 4,711,049
Total receipts[4] 25,845,444
Business receipts[4] 23,196,929
Interest received[4,6] 93,441
Total deductions[4] 25,001,911
Cost of goods sold[4] 5,567,853
Interest paid 247,281
Net income (less deficit)[4] 841,910
Net income[4] 1,363,597
Deficit[4] 521,687
Total income tax[7] 172,739
Regular and alternative tax[8] 170,401
Total income tax after credits 160,680
HEALTH CARE AND SOCIAL
ASSISTANCE[1]
Number of returns, total[2] 307,258
Number with net income[2] 178,952
Total assets 217,705,783
Net worth[3] 70,205,539
Total receipts[4] 372,531,571
Business receipts[4] 357,156,938
Interest received[4] 1,768,297
Total deductions[4] 368,324,288
Cost of goods sold[4] 45,407,694
Interest paid 7,379,882
Net income (less deficit)[4] 4,133,910
Net income[4] 13,914,520
Deficit[4] 9,780,610
Total income tax[7] 1,769,004
Regular and alternative tax[8] 1,751,998
Total income tax after credits 1,732,053
ARTS, ENTERTAINMENT, AND
RECREATION[1]
Number of returns, total[2] 92,966
Number with net income[2] 45,831
Total assets 73,334,657
Net worth[3] 18,208,673
Total receipts[4] 67,273,020
Business receipts[4] 60,387,702
Interest received[4,6] 1,016,055
Total deductions[4] 65,413,634
Cost of goods sold[4] 13,913,998
Interest paid 2,859,173
Net income (less deficit)[4] 1,864,448
Net income[4] 5,242,957
Deficit[4] 3,378,510
Total income tax[7] 613,745
Regular and alternative tax[8] 588,320
Total income tax after credits 535,839
ACCOMMODATION, FOOD SERVICES, AND
DRINKING PLACES[1]
Number of returns, total[2] 245,334
Number with net income[2] 118,510
Total assets 257,795,912
Net worth[3] 82,797,524
Total receipts[4] 317,528,271
Business receipts[4] 295,686,536
Interest received[4,6] 3,649,732
Total deductions[4] 309,897,224
Cost of goods sold[4] 126,010,805
Interest paid 11,177,826
Net income (less deficit)[4] 7,895,034
Net income[4] 15,097,570
Deficit[4] 7,202,537
Total income tax[7] 2,679,119
Regular and alternative tax[8] 2,608,377
Total income tax after credits 2,051,196
OTHER SERVICES[1]
Number of returns, total[2] 300,313
Number with net income[2] 180,851
Total assets 87,416,961
Net worth[3] 30,679,258
Total receipts[4] 148,369,892
Business receipts[4] 143,395,451
Interest received[4,6] 928,360
Total deductions[4] 143,776,511
Cost of goods sold[4] 60,956,443
Interest paid 2,731,937
Net income (less deficit)[4] 4,591,932
Net income[4] 7,237,035
Deficit[4] 2,645,103
Total income tax[7] 824,431
Regular and alternative tax[8] 817,298
Total income tax after credits 785,562
See notes at end of this section.
Table 15.--Corporation Profits Before Taxes per National
Income and Product Accounts (NIPA) and per SOI, and
Income Subject to Tax per SOI, Income Years 1960-1999
[All figures are estimates--money amounts are in billions of dollars]
Profits Net income Income
Income year before taxes (less deficit) subject
(per NIPA)[1] (per SOI)[2] to tax (per SOI)[2,3]
(1) (2) (3)
1960 51.5 43.5 47.2
1961 51.5 45.9 47.9
1962 56.9 49.6 51.7
1963 61.9 54.3 54.3
1964 68.9 61.6 60.4
1965 80.0 73.9 70.8
1966 86.5 80.5 77.1
1967 83.3 78.2 74.8
1968 92.2 86.0 81.4
1969 91.1 80.2 81.2
1970 80.6 65.9 72.4
1971 92.4 79.7 83.2
1972 107.3 96.8 95.1
1973 134.2 120.4 115.5
1974 146.8 148.2 144.0
1975 144.8 142.6 146.6
1976 178.6 185.4 183.5
1977 209.0 219.2 212.5
1978 266.9 246.9 239.6
1979 270.1 284.6 279.4
1980 251.4 239.0 246.6
1981 240.9 213.6 241.5
1982 195.5 154.3 205.2
1983 231.4 188.3 218.7
1984 266.0 232.9 257.1
1985 255.2 240.1 266.1
1986 243.4 269.5 276.2
1987 314.6 328.2 311.8
1988 381.9 413.0 383.2
1989 376.7 389.0 371.1
1990 401.5 370.6 366.4
1991 416.1 344.9 350.0
1992 451.6 402.0 377.9
1993 510.4 498.2 436.8
1994 573.4 577.3 494.0
1995 668.5 714.2 564.7
1996 726.3 806.5 639.8
1997(r) 792.4 915.4 683.8
(p)1998(r) 758.2 n.a. n.a.
(p)1999(r) 823.0 n.a. n.a.
See notes at end of this section.
Table 16.--Nonprofit Charitable Organization and Domestic Private
Foundation Information Returns, and Exempt Organization Business
Income Tax Returns: Selected Financial Data for Specified
Income Years, 1985-1997
[All figures are estimates based on samples--money amounts are
in millions of dollars]
Item 1985 1990 1994
(1) (2) (3)
NONPROFIT CHARITABLE
ORGANIZATION
INFORMATION RETURNS[1]
Number of returns 106,449 141,757 174,918
Total assets, book value 423,544 697,315 993,381
Total liabilities 186,390 321,984 464,034
Total fund balance or net worth 237,155 375,331 529,347
Total revenue 268,390 435,567 589,102
Program service revenue 167,893 306,899 422,413
Contributions, gifts, and grants 55,771 85,332 110,724
Membership dues and assessments 3,751 5,016 6,439
Other 40,975 38,320 49,526
Total expenses 244,214 409,447 548,166
Excess of revenue over expenses
(net) 24,175 26,120 40,936
DOMESTIC PRIVATE FOUNDATION
INFORMATION RETURNS
Number of returns, total 31,171 40,105 45,801
Nonoperating foundations[2] 28,599 36,880 41,983
Operating foundations[3] 2,571 3,226 3,818
Total revenue 16,193 19,006 26,503
Total expenses 7,141 11,285 15,708
Contributions, gifts, and grants
paid 5,171 8,560 11,755
Excess of revenue over expenses
(net) 9,053 7,721 10,795
Net investment income 9,995 11,931 14,978
Total assets, book value 71,394 122,412 169,287
Total assets, fair market value 94,996 150,997 203,644
Investments in securities 73,294 114,969 158,932
EXEMPT ORGANIZATION
UNRELATED BUSINESS
INCOME TAX RETURNS[4]
Number of returns, total n.a. 31,091 35,657
With net income (taxable profit) n.a. 14,557 18,588
Without net income (taxable
profit) n.a. 16,534 17,070
Gross unrelated business income n.a. 3,511 5,380
Total deductions[5] n.a. 4,143 6,507
Net income (less deficit) n.a. -632 -1,127
Net income (taxable profit) n.a. 389 643
Deficit n.a. 1,020 1,770
Unrelated business income tax n.a. 99 191
Total tax[6] n.a. 99 195
Item 1995 1996 1997
(4) (5) (6)
NONPROFIT CHARITABLE
ORGANIZATION
INFORMATION RETURNS[1]
Number of returns 180,931 192,059 198,957
Total assets, book value 1,143,079 1,293,439 1,438,977
Total liabilities 512,383 564,566 624,978
Total fund balance or net worth 630,696 728,873 813,998
Total revenue 663,371 704,346 754,616
Program service revenue 443,052 467,559 486,407
Contributions, gifts, and grants 127,743 137,666 146,171
Membership dues and assessments 6,148 6,347 6,823
Other 86,428 92,774 115,215
Total expenses 604,645 637,917 677,143
Excess of revenue over expenses
(net) 58,725 66,429 77,473
DOMESTIC PRIVATE FOUNDATION
INFORMATION RETURNS
Number of returns, total 47,917 50,774 55,113
Nonoperating foundations[2] 43,966 46,066 50,541
Operating foundations[3] 3,951 4,708 4,572
Total revenue 30, 814 48,247 55,460
Total expenses 17,189 19,852 22,414
Contributions, gifts, and grants
paid 12,256 14,519 16,421
Excess of revenue over expenses
(net) 13,626 28,395 33,046
Net investment income 20,355 26,189 34,801
Total assets, book value 195,570 232,565 280,920
Total assets, fair market value 242,917 288,588 342,689
Investments in securities 190,739 225,087 272,412
EXEMPT ORGANIZATION
UNRELATED BUSINESS
INCOME TAX RETURNS[4]
Number of returns, total 36,394 40,621 39,302
With net income (taxable profit) 18,157 19,511 20,827
Without net income (taxable
profit) 18,237 21,109 18,475
Gross unrelated business income 6,280 7,295 7,809
Total deductions[5] 7,253 8,096 8,495
Net income (less deficit) -974 -801 -686
Net income (taxable profit) 893 1,170 1,375
Deficit 1,867 1,971 2,061
Unrelated business income tax 277 372 418
Total tax[6] 277 373 423
See notes at end of this section.
Table 17.--Estate Tax Returns as a Percentage of Adult Deaths,
Selected Years of Death, 1934-1996
[Starting with 1965, number of returns is an estimate
based on a sample]
Taxable estate
tax returns[2]
Total
Selected year of death adult Percentage
deaths[1] Number of adult
deaths
(1) (2) (3)
1934 983,970 8,655 0.88
1935 1,172,245 9,137 0.78
1936 1,257,290 12,010 0.96
1937 1,237,585 13,220 1.07
1938 1,181,275 12,720 1.08
1939 1,205,072 12,907 1.07
1940 1,237,186 13,336 1.08
1941 1,216,855 13,493 1.11
1942 1,211,391 12,726 1.05
1943 1,277,009 12,154 0.95
1944 1,238,917 13,869 1.12
1946 1,239,713 18,232 1.47
1947 1,278,856 19,742 1.54
1948 1,283,601 17,469 1.36
1949 1,285,684 17,411 1.35
1950 1,304,343 18,941 1.45
1953 1,237,741 24,997 2.02
1954 1,332,412 25,143 1.89
1956 1,289,193 32,131 2.49
1958 1,358,375 38,515 2.84
1960 1,426,148 45,439 3.19
1962 1,483,846 55,207 3.72
1965 1,578,813 67,404 4.27
1969 1,796,055 93,424 5.20
1972 1,854,146 120,761 6.51
1976 1,819,107 139,115 7.65
1982 1,897,820 34,446 1.82
1983 1,945,913 34,883 1.79
1984 1,968,128 30,447 1.55
1985 2,015,070 22,324 1.11
1986 2,033,978 21,939 1.08
1987 2,053,084 18,059 0.88
1988 2,096,704 20,751 0.99
1989 2,079,035 23,002 1.11
1990 2,079,034 24,456 1.18
1991 2,101,746 26,277 1.25
1992 2,111,617 27,243 1.29
1993 2,168,120 32,002 1.48
1994 2,216,736 32,471 1.46
1995 2,252,471 36,620 1.63
p1996 2,314,254 41,331 1.79
See notes at end of this section.
Table 18--Treasury Department Gross Tax Collections: Amount
Collected by Quarter and Fiscal Year, 1987-2001
[Money amounts are in millions of dollars]
Amount collected by type of return
Individual Corporation
Quarter and fiscal year Total[1] income income
taxes[2] taxes[3]
(1) (2) (3)
FISCAL YEAR 1987, TOTAL[7] 886,290 465,452 102,859
October 1986 - December 1986 180,580 92,346 22,466
January 1987 - March 1987 209,032 105,483 22,649
April 1987 - June 1987 285,477 164,008 29,748
July 1987 - September 1987[7] 211,201 103,615 27,996
FISCAL YEAR 1988, TOTAL 945,614 473,667 109,683
October 1987 - December 1987 200,006 97,479 24,828
January 1988 - March 1988 222,784 111,215 22,006
April 1988 - June 1988 298,938 160,018 35,991
July 1988 - September 1988 223,886 104,955 26,858
FISCAL YEAR 1989, TOTAL 1,024,718 515,732 117,015
October 1988 - December 1988 216,503 104,522 29,551
January 1989 - March 1989 238,279 114,475 20,760
April 1989 - June 1989 334,878 180,947 40,825
July 1989 - September 1989 235,059 115,788 25,879
FISCAL YEAR 1990, TOTAL 1,066,600 540,228 110,017
October 1989 - December 1989 222,867 110,077 26,390
January 1990 - March 1990 251,924 127,277 21,433
April 1990 - June 1990 343,976 181,180 37,398
July 1990 - September 1990 247,833 121,694 24,796
FISCAL YEAR 1991, TOTAL 1,099,746 546,877 113,599
October 1990 - December 1990 242,792 118,047 29,248
January 1991 - March 1991 257,078 119,891 22,974
April 1991 - June 1991 338,591 181,949 35,953
July 1991 - September 1991 261,284 126,990 25,423
FISCAL YEAR 1992, TOTAL 1,134,195 557,723 117,951
October 1991 - December 1991 249,845 117,980 28,571
January 1992 - March 1992 266,984 136,220 19,751
April 1992 - June 1992 348,986 173,437 41,930
July 1992 - September 1992 268,380 130,086 27,699
FISCAL YEAR 1993, TOTAL 1,190,673 585,774 131,548
October 1992 - December 1992 262,404 124,812 30,324
January 1993 - March 1993 285,925 154,596 21,124
April 1993 - June 1993 354,070 168,977 47,920
July 1993 - September 1993 288,274 137,389 32,180
FISCAL YEAR 1994, TOTAL 1,290,245 619,819 154,205
October 1993 - December 1993 282,891 132,790 36,088
January 1994 - March 1994 309,746 160,382 24,883
April 1994 - June 1994 386,403 182,996 55,652
July 1994 - September 1994 311,205 143,651 37,582
FISCAL YEAR 1995, TOTAL 1,390,048 675,779 174,422
October 1994 - December 1994 301,238 138,454 40,811
January 1995 - March 1995 329,624 169,977 26,137
April 1995 - June 1995 432,556 214,105 65,995
July 1995 - September 1995 326,630 153,243 41,479
FISCAL YEAR 1996, TOTAL 1,500,351 745,313 189,055
October 1995 - December 1995 320,038 148,203 46,823
January 1996 - March 1996 349,683 184,419 27,971
April 1996 - June 1996 474,823 242,754 68,509
July 1996 - September 1996 355,808 169,937 45,752
FISCAL YEAR 1997, TOTAL 1,637,157 825,021 204,492
October 1996 - December 1996 345,447 157,767 49,612
January 1997- March 1997 379,827 197,477 31,359
April 1997 - June 1997 526,490 285,884 75,093
July 1997 - September 1997 385,392 183,893 48,428
FISCAL YEAR 1998, TOTAL 1,782,998 928,066 213,270
October 1997 - December 1997 381,995 180,507 56,228
January 1998 - March 1998 412,808 216,994 33,640
April 1998 - June 1998 578,540 319,050 75,714
July 1998 - September 1998 409,655 211,515 47,688
FISCAL YEAR 1999, TOTAL 1,917,642 1,002,186 216,325
October 1998 - December 1998 410,884 192,843 56,474
January 1999- March 1999 444,224 239,680 33,958
April 1999 - June 1999 616,626 351,720 72,904
July 1999 - September 1999 445,908 217,943 52,989
FISCAL YEAR 2000, TOTAL 2,092,755 1,117,078 235,655
October 1999 - December 1999 442,745 222,369 57,122
January 2000 - March 2000 490,661 265,193 39,584
April 2000 - June 2000 690,101 403,071 79,583
July 2000 - September 2000 469,248 226,445 59,366
FISCAL YEAR 2001
October 2000 - December 2000 466,710 228,483 64,597
Amount collected by type of return
Excise taxes
Bureau
of
Inter- Al- Estate
nal cohol, Employ- and
Quarter and fiscal year Revenue Tobacco ment gift
Ser- and taxes[6] taxes
vice[4] Fire-
arms[5]
(4) (5) (6) (7)
FISCAL YEAR 1987, TOTAL[7] 33,311 ([7]) 277,000 7,668
October 1986 - December 1986 8,281 N/A 55,615 1,872
January 1987 - March 1987 7,925 N/A 71,156 1,819
April 1987 - June 1987 8,493 N/A 81,139 2,089
July 1987 - September 1987[7] 8,612 ([7]) 69,090 1,888
FISCAL YEAR 1988, TOTAL 25,934 10,507 318,039 7,784
October 1987 - December 1987 6,475 2,911 66,500 1,813
January 1988 - March 1988 5,304 2,337 80,161 1,761
April 1988 - June 1988 6,550 2,763 91,426 2,190
July 1988 - September 1988 7,605 2,496 79,952 2,020
FISCAL YEAR 1989, TOTAL 25,977 11,397 345,626 8,973
October 1988 - December 1988 6,657 2,985 70,632 2,156
January 1989 - March 1989 6,098 2,395 92,587 1,964
April 1989 - June 1989 6,899 3,401 100,077 2,729
July 1989 - September 1989 6,324 2,615 82,329 2,124
FISCAL YEAR 1990, TOTAL 27,139 10,235 367,219 11,762
October 1989 - December 1989 6,184 2,790 74,982 2,444
January 1990 - March 1990 5,868 2,187 92,868 2,291
April 1990 - June 1990 8,143 2,690 110,281 4,284
July 1990 - September 1990 6,944 2,568 89,088 2,743
FISCAL YEAR 1991, TOTAL 30,452 12,895 384,451 11,473
October 1990 - December 1990 6,363 2,753 83,646 2,735
January 1991 - March 1991 7,107 2,919 101,569 2,618
April 1991 - June 1991 7,545 3,545 106,426 3,173
July 1991 - September 1991 9,436 3,678 92,810 2,947
FISCAL YEAR 1992, TOTAL 33,566 13,395 400,081 11,479
October 1991 - December 1991 8,238 3,572 88,749 2,735
January 1992 - March 1992 8,159 2,823 97,425 2,606
April 1992 - June 1992 8,311 3,539 118,503 3,266
July 1992 - September 1992 8,858 3,461 95,404 2,872
FISCAL YEAR 1993, TOTAL 34,962 13,987 411,511 12,891
October 1992 - December 1992 8,388 3,581 92,284 3,015
January 1993 - March 1993 8,317 3,074 96,042 2,772
April 1993 - June 1993 8,739 3,776 120,767 3,891
July 1993 - September 1993 9,518 3,556 102,418 3,213
FISCAL YEAR 1994, TOTAL 43,005 13,779 443,831 15,607
October 1993 - December 1993 9,907 3,525 97,012 3,569
January 1994 - March 1994 9,932 3,009 108,037 3,503
April 1994 - June 1994 10,629 3,592 128,665 4,869
July 1994 - September 1994 12,536 3,653 110,117 3,666
FISCAL YEAR 1995, TOTAL 44,981 14,317 465,405 15,144
October 1994 - December 1994 11,029 3,791 103,537 3,616
January 1995 - March 1995 10,791 2,982 116,503 3,234
April 1995 - June 1995 11,116 3,603 133,357 4,380
July 1995 - September 1995 12,045 3,941 112,008 3,914
FISCAL YEAR 1996, TOTAL 42,222 13,805 492,365 17,592
October 1995 - December 1995 11,409 3,411 106,200 3,992
January 1996 - March 1996 9,939 2,959 120,783 3,612
April 1996 - June 1996 9,835 3,532 144,825 5,368
July 1996 - September 1996 11,039 3,903 120,557 4,620
FISCAL YEAR 1997, TOTAL 44,806 13,883 528,597 20,356
October 1996 - December 1996 10,052 3,261 120,284 4,471
January 1997- March 1997 10,762 3,052 132,838 4,339
April 1997 - June 1997 11,600 3,524 144,048 6,341
July 1997 - September 1997 12,393 4,046 131,426 5,206
FISCAL YEAR 1998, TOTAL 45,643 13,588 557,800 24,631
October 1997 - December 1997 12,424 3,181 124,315 5,340
January 1998 - March 1998 11,424 2,968 142,512 5,270
April 1998 - June 1998 12,575 3,581 159,632 7,988
July 1998 - September 1998 9,220 3,858 131,341 6,033
FISCAL YEAR 1999, TOTAL 58,585 13,491 598,669 28,386
October 1998 - December 1998 18,017 3,216 133,695 6,639
January 1999- March 1999 12,179 2,915 149,408 6,084
April 1999 - June 1999 13,366 3,457 166,086 9,093
July 1999 - September 1999 15,023 3,903 149,480 6,570
FISCAL YEAR 2000, TOTAL 54,810 15,838 639,652 29,722
October 1999 - December 1999 12,611 3,523 139,310 7,810
January 2000 - March 2000 13,107 3,540 162,816 6,421
April 2000 - June 2000 13,608 4,217 180,645 8,977
July 2000 - September 2000 15,484 4,558 156,881 6,514
FISCAL YEAR 2001
October 2000 - December 2000 12,574 3,782 150,175 7,099
Table 19.--Internal Revenue Tax Refunds: Amount Refunded
by Quarter and Fiscal Year, 1987-2001
[Money amounts are in millions of dollars]
Amount refunded by type of return
Individual Corporation
Quarter and fiscal year Total[1] income income
taxes[2] taxes[3]
(1) (2) (3)
FISCAL YEAR 1987, TOTAL 96,969 73,583 19,891
October 1986 - December 1986 8,668 3,406 4,789
January 1987 - March 1987 28,422 22,198 5,296
April 1987 - June 1987 50,063 42,858 5,948
July 1987 - September 1987 9,816 5,121 3,858
FISCAL YEAR 1988, TOTAL 94,480 74,399 16,477
October 1987 - December 1987 7,701 3,437 3,727
January 1988 - March 1988 27,798 21,744 5,248
April 1988 - June 1988 49,202 43,769 3,848
July 1988 - September 1988 9,776 5,449 3,654
FISCAL YEAR 1989, TOTAL 93,613 73,597 14,921
October 1988 - December 1988 8,380 3,362 4,461
January 1989 - March 1989 32,041 26,759 4,462
April 1989 - June 1989 43,538 38,895 3,849
July 1989 - September 1989 9,654 4,581 2,149
FISCAL YEAR 1990, TOTAL 99,656 76,065 18,324
October 1989 - December 1989 8,487 3,094 4,605
January 1990 - March 1990 37,121 31,367 4,922
April 1990 - June 1990 43,308 36,952 4,209
July 1990 - September 1990 10,740 4,652 4,588
FISCAL YEAR 1991, TOTAL 104,380 82,877 17,440
October 1990 - December 1990 8,284 3,367 4,148
January 1991 - March 1991 38,020 32,811 4,286
April 1991 - June 1991 47,962 41,638 4,748
July 1991 - September 1991 10,114 5,061 4,258
FISCAL YEAR 1992, TOTAL 113,108 88,624 19,688
October 1991 - December 1991 10,072 3,607 5,639
January 1992 - March 1992 44,657 38,183 5,750
April 1992 - June 1992 47,817 42,231 4,596
July 1992 - September 1992 10,562 4,603 3,703
FISCAL YEAR 1993, TOTAL 93,580 74,234 16,035
October 1992 - December 1992 7,891 3,081 4,190
January 1993 - March 1993 37,213 31,503 4,971
April 1993 - June 1993 39,325 35,353 3,195
July 1993 - September 1993 9,151 4,297 3,679
FISCAL YEAR 1994, TOTAL 96,980 75,935 16,251
October 1993 - December 1993 7,329 2,322 4,176
January 1994 - March 1994 34,614 27,859 5,800
April 1994 - June 1994 43,804 40,876 2,109
July 1994 - September 1994 11,233 4,878 4,165
FISCAL YEAR 1995, TOTAL 108,035 84,056 19,350
October 1994 - December 1994 9,086 3,440 4,909
January 1995 - March 1995 35,791 27,642 6,370
April 1995 - June 1995 53,388 47,433 4,904
July 1995 - September 1995 9,770 5,541 3,167
FISCAL YEAR 1996, TOTAL 132,710 107,361 19,201
October 1995 - December 1995 11,149 4,133 5,391
January 1996 - March 1996 48,625 41,633 6,103
April 1996 - June 1996 61,612 56,319 4,363
July 1996 - September 1996 11,324 5,276 3,344
FISCAL YEAR 1997, TOTAL 142,599 113,083 24,046
October 1996 - December 1996 13,306 4,460 8,082
January 1997 - March 1997 58,345 51,442 5,771
April 1997 - June 1997 57,421 51,980 4,399
July 1997 - September 1997 13,525 5,201 5,794
FISCAL YEAR 1998, TOTAL 153,828 119,499 27,560
October 1997 - December 1997 10,680 4,369 5,496
January 1998 - March 1998 66,516 56,124 9,326
April 1998 - June 1998 59,172 52,613 5,506
July 1998 - September 1998 17,460 6,393 7,232
FISCAL YEAR 1999, TOTAL 185,282 146,406 34,062
October 1998 - December 1998 15,684 5,010 9,885
January 1999 - March 1999 77,493 65,467 10,648
April 1999 - June 1999 76,729 68,418 7,139
July 1999 - September 1999 15,376 7,511 6,390
FISCAL YEAR 2000, TOTAL 195,751 157,837 30,382
October 1999 - December 1999 16,453 6,590 8,844
January 2000 - March 2000 94,728 84,290 8,933
April 2000 - June 2000 67,353 59,386 6,625
July 2000 - September 2000 17,217 7,571 5,980
FISCAL YEAR 2001
October 2000 - December 2000 17,859 6,685 10,148
Amount refunded by type of return
Excise Employment Estate and
Quarter and fiscal year taxes [1,4] taxes[5] gift taxes
(4) (5) (6)
FISCAL YEAR 1987, TOTAL 1,381 1,900 214
October 1986 - December 1986 111 312 50
January 1987 - March 1987 479 393 56
April 1987 - June 1987 332 869 57
July 1987 - September 1987 459 326 52
FISCAL YEAR 1988, TOTAL 1,114 2,263 227
October 1987 - December 1987 207 275 55
January 1988 - March 1988 198 553 55
April 1988 - June 1988 421 1,114 50
July 1988 - September 1988 288 321 67
FISCAL YEAR 1989, TOTAL 2,054 2,771 269
October 1988 - December 1988 118 359 80
January 1989 - March 1989 182 570 67
April 1989 - June 1989 350 381 63
July 1989 - September 1989 1,404 1,461 59
FISCAL YEAR 1990, TOTAL 2,261 2,677 329
October 1989 - December 1989 300 409 79
January 1990 - March 1990 342 423 67
April 1990 - June 1990 549 1,492 106
July 1990 - September 1990 1,070 353 77
FISCAL YEAR 1991, TOTAL 1,188 2,471 404
October 1990 - December 1990 344 323 102
January 1991 - March 1991 293 538 92
April 1991 - June 1991 226 1,249 101
July 1991 - September 1991 325 361 109
FISCAL YEAR 1992, TOTAL 1,997 2,398 401
October 1991 - December 1991 379 346 101
January 1992 - March 1992 201 430 93
April 1992 - June 1992 476 399 115
July 1992 - September 1992 941 1,223 92
FISCAL YEAR 1993, TOTAL 958 1,969 384
October 1992 - December 1992 208 324 88
January 1993 - March 1993 239 396 104
April 1993 - June 1993 290 397 90
July 1993 - September 1993 221 852 102
FISCAL YEAR 1994, TOTAL 1,877 2,477 441
October 1993 - December 1993 394 324 113
January 1994 - March 1994 403 445 107
April 1994 - June 1994 333 393 93
July 1994 - September 1994 747 1,315 128
FISCAL YEAR 1995, TOTAL 2,223 1,972 434
October 1994 - December 1994 319 304 114
January 1995 - March 1995 926 753 101
April 1995 - June 1995 500 443 108
July 1995 - September 1995 478 472 111
FISCAL YEAR 1996, TOTAL 2,075 3,584 489
October 1995 - December 1995 361 1,152 112
January 1996 - March 1996 239 538 112
April 1996 - June 1996 355 454 121
July 1996 - September 1996 1,120 1,440 144
FISCAL YEAR 1997, TOTAL 1,790 3,104 576
October 1996 - December 1996 155 433 176
January 1997 - March 1997 493 552 87
April 1997 - June 1997 375 522 146
July 1997 - September 1997 767 1,596 167
FISCAL YEAR 1998, TOTAL 1,600 4,562 609
October 1997 - December 1997 165 499 151
January 1998 - March 1998 266 670 130
April 1998 - June 1998 188 683 182
July 1998 - September 1998 981 2,708 146
FISCAL YEAR 1999, TOTAL 1,690 2,470 654
October 1998 - December 1998 143 455 191
January 1999 - March 1999 508 741 129
April 1999 - June 1999 369 646 157
July 1999 - September 1999 670 628 177
FISCAL YEAR 2000, TOTAL 1,802 4,957 773
October 1999 - December 1999 176 613 230
January 2000 - March 2000 539 791 175
April 2000 - June 2000 388 773 181
July 2000 - September 2000 699 2,780 187
FISCAL YEAR 2001
October 2000 - December 2000 232 549 245
Table 20.--Individual Income Tax Refund Offsets for Repayment
of Specific Outstanding Taxpayer Obligations or Debts, by
Selected Type of Program or U.S. Government Agency to Which
Amount was Owed, Calendar Years, 1985-20001
[Money amounts are in thousands of dollars]
Refund Refund
Selected program Number of offset Number of offset
or agency offsets[2] amount[3] offsets[2] amount[3]
1985 1986
(1) (2) (3) (4)
Total 489,366 231,709 882,797 456,998
Department of Health
and Human
Services[4] 489,366 231,709 604,425 307,764
Child support
(TANF)[5] 489,366 231,709 533,051 258,192
Child support
(non-TANF)[6] N/A N/A 71,374 49,572
Program support
center[7] N/A N/A N/A N/A
Social Security
Administration[4] N/A N/A N/A N/A
Department of
Veterans Affairs N/A N/A 17,027 8,241
Department of
Education N/A N/A 243,135 127,585
Small Business
Administration N/A N/A 8,642 6,521
Department of Housing
and Urban
Development N/A N/A 7,673 5,630
Department of
Agriculture N/A N/A 1,895 1,256
Food and Consumer
Service N/A N/A N/A N/A
Department of
Defense[8] N/A N/A N/A N/A
All other N/A N/A N/A N/A
Refund Refund
Selected program Number of offset Number of offset
or agency offsets[2] amount[3] offsets[2] amount[3]
1987 1988
(5) (6) (7) (8)
Total 1,150,365 566,175 1,194,901 637,504
Department of Health
and Human
Services[4] 664,534 342,523 737,731 407,815
Child support
(TANF)[5] 556,312 269,212 604,645 320,298
Child support
(non-TANF)[6] 108,160 73,216 132,875 87,201
Program support
center[7] 62 95 211 316
Social Security
Administration[4] N/A N/A N/A N/A
Department of
Veterans Affairs 129,466 54,302 52,602 23,268
Department of
Education 278,490 137,425 315,742 167,990
Small Business
Administration 5,834 4,031 3,949 2,530
Department of Housing
and Urban
Development 9,501 6,604 10,653 7,948
Department of
Agriculture 6,505 3,446 4,838 2,669
Food and Consumer
Service N/A N/A N/A N/A
Department of
Defense[8] 54,950 17,561 59,533 18,202
All other 1,085 282 9,853 6,951
Refund Refund
Selected program Number of offset Number of offset
or agency offsets[2] amount[3] offsets[2] amount[3]
1989 1990
(9) (10) (11) (12)
Total 1,259,297 708,545 1,402,111 804,906
Department of Health
and Human
Services[4] 779,554 449,627 831,966 483,474
Child support
(TANF)[5] 627,403 350,598 651,893 365,613
Child support
(non-TANF)[6] 151,680 98,407 179,611 117,249
Program support
center[7] 471 622 462 612
Social Security
Administration[4] N/A N/A N/A N/A
Department of
Veterans Affairs 56,085 27,209 50,004 23,265
Department of
Education 334,740 191,940 432,139 257,392
Small Business
Administration 3,816 2,648 3,403 2,307
Department of Housing
and Urban
Development 11,441 8,602 10,850 8,076
Department of
Agriculture 66,269 24,189 7,548 6,056
Food and Consumer
Service N/A N/A N/A N/A
Department of
Defense[8] 61,804 21,622 57,952 19,777
All other 7,392 4,330 8,249 4,559
Refund Refund
Selected program Number of offset Number of offset
or agency offsets[2] amount[3] offsets[2] amount[3]
1991 1992
(13) (14) (15) (16)
Total 1,565,432 946,210 1,921,944 1,262,622
Department of Health
and Human
Services[4] 869,941 523,953 1,070,999 683,656
Child support
(TANF)[5] 672,801 392,802 737,254 464,462
Child support
(non-TANF)[6] 196,381 130,348 254,435 178,198
Program support
center[7] 759 803 618 646
Social Security
Administration[4] N/A N/A 78,692 40,350
Department of
Veterans Affairs 38,987 17,684 29,103 13,122
Department of
Education 575,578 363,968 720,326 516,213
Small Business
Administration 2,374 1,640 2,218 1,609
Department of Housing
and Urban
Development 11,250 8,380 13,520 10,815
Department of
Agriculture 8,559 7,551 20,262 12,034
Food and Consumer
Service N/A N/A 9,740 3,061
Department of
Defense[8] 49,085 18,116 54,509 19,198
All other 9,628 4,918 11,007 5,975
Refund Refund
Selected program Number of offset Number of offset
or agency offsets[2] amount[3] offsets[2] amount[3]
1993 1994
(17) (18) (19) (20)
Total 1,758,162 1,160,397 2,009,877 1,379,675
Department of Health
and Human
Services[4] 947,133 619,648 1,017,452 701,529
Child support
(TANF)[5] 701,598 448,560 749,269 507,047
Child support
(non-TANF)[6] 244,780 170,404 267,546 193,939
Program support
center[7] 755 684 637 543
Social Security
Administration[4] 28,791 13,931 19,722 10,297
Department of
Veterans Affairs 33,844 10,914 35,368 9,973
Department of
Education 651,056 472,928 781,829 582,662
Small Business
Administration 1,853 1,355 2,228 1,834
Department of Housing
and Urban
Development 11,399 8,963 10,454 9,090
Department of
Agriculture 28,969 13,075 73,452 33,382
Food and Consumer
Service 21,828 7,213 66,726 27,618
Department of
Defense[8] 46,125 14,829 59,459 25,345
All other 8,992 4,754 9,913 5,563
Refund Refund
Selected program Number of offset Number of offset
or agency offsets[2] amount[3] offsets[2] amount[3]
1995 1996
(21) (22) (23) (24)
Total 2,188,257 1,505,736 2,120,935 1,678,504
Department of Health
and Human
Services[4] 1,165,444 828,631 1,241,395 1,019,612
Child support
(TANF)[5] 848,166 591,854 879,143 716,637
Child support
(non-TANF)[6] 316,707 236,198 361,453 302,146
Program support
center[7] 571 579 799 829
Social Security
Administration[4] 16,092 8,696 30,190 17,961
Department of
Veterans Affairs 45,761 11,830 49,989 12,743
Department of
Education 778,446 571,280 573,308 517,169
Small Business
Administration 2,567 2,359 3,503 3,638
Department of Housing
and Urban
Development 10,676 9,745 6,228 6,738
Department of
Agriculture 73,644 30,295 93,884 42,504
Food and Consumer
Service 66,449 24,166 87,203 35,843
Department of
Defense[8] 85,023 35,970 111,207 53,404
All other 10,594 6,930 11,231 4,735
Refund Refund
Selected program Number of offset Number of offset
or agency offsets[2] amount[3] offsets[2] amount[3]
1997 1998
(25) (26) (27) (28)
Total 2,162,102 1,758,154 2,375,081 1,963,834
Department of Health
and Human
Services[4] 1,303,676 1,108,125 1,309,352 1,130,941
Child support
(TANF)[5] 902,766 764,700 876,609 754,205
Child support
(non-TANF)[6] 400,198 342,696 432,101 376,171
Program support
center[7] 712 729 642 565
Less: child support
reversals n.a. n.a. n.a. n.a.
Social Security
Administration[4] 27,996 17,584 62,487 39,282
Department of
Veterans Affairs 45,479 12,476 43,290 11,430
Department of
Education 518,844 482,241 653,997 623,914
Small Business
Administration 3,952 4,206 4,036 4,504
Department of Housing
and Urban
Development 6,876 7,602 6,032 7,679
Department of
Agriculture 115,076 53,680 159,633 78,056
Food and Consumer
Service 108,612 47,162 146,127 65,476
Department of
Defense[8] 127,103 63,052 129,409 62,770
All other 13,100 9,188 6,845 5,259
Less: reversals,
except child
support n.a. n.a. n.a. n.a.
Refund Refund
Selected program Number of offset Number of offset
or agency offsets[2] amount[3] offsets[2] amount[3]
1999 2000
(29) (30) (31) (32)
Total 2,764,424 2,606,366 2,869,130 2,763,530
Department of Health
and Human
Services[4] 1,440,993 1,479,598 1,426,635 1,479,598
Child support
(TANF)[5] 936,622 953,682 885,635 902,037
Child support
(non-TANF)[6] 503,589 525,002 540,342 581,805
Program support
center[7] 782 914 658 1,210
Less: child support
reversals 116,742 131,913 53,051 64,819
Social Security
Administration[4] 77,672 52,080 102,480 81,891
Department of
Veterans Affairs 51,861 15,467 50,409 16,106
Department of
Education 963,409 1,084,905 853,175 932,575
Small Business
Administration 571 776 2,227 3,834
Department of Housing
and Urban
Development 10,909 15,382 10,565 15,988
Department of
Agriculture 208,794 103,252 214,279 120,238
Food and Consumer
Service 192,312 86,927 196,366 97,389
Department of
Defense[8] 201,756 100,280 140,588 71,008
All other 7,467 5,143 68,772 36,838
Less: reversals,
except child
support 82,266 118,604 54,247 80,064
Table 21.--Federal Excise Taxes Reported to or Collected by the
Internal Revenue Service, Bureau of Alcohol, Tobacco and Firearms,
and Customs Service, by Type of Excise Tax, Fiscal Years 1994-2000
[Money amounts are in thousands of dollars]
Fiscal year
Type of excise tax by
agency to which tax was 1994 1995 1996
reported or paid
(1) (2) (3)
Total excise tax collections 56,783,000 59,298,000 56,027,000
Excise tax collections or
liabilities reported by the
Internal Revenue Service[1]
Total excise tax collections 43,004,797 44,980,628 42,221,611
Tax liabilities by type of
excise tax, total 42,874,963 44,596,609 40,998,482
Retail excise taxes:
Luxury taxes:
Passenger vehicles 475,177 519,142 532,180
Boats (repealed,
January 1, 1993) -2,770 636 108
Aircraft (repealed,
January 1, 1993) -48 -- 9
Jewelry (repealed,
January 1, 1993) -1,846 -179 -126
Furs (repealed,
January 1, 1993) -195 -32 54
Dyed diesel fuel used in
trains:
Total, excluding floor
stocks 193,100 207,800 148,600
Floor stocks 398 751 1,173
Dyed diesel fuel for certain
intercity or
local buses 2,286 -2,267 -4,523
Special motor fuels:
Total, excluding floor
stocks 44,400 33,900 41,300
Floor stocks 4 2 -2
Compressed natural gas 669 936 866
Alcohol fuels[2] 174 166 166
Fuels used commercially on
inland waterways 112,550 128,690 125,520
Truck, trailer, and
semitrailer chassis
and bodies,
and tractors 1,635,700 2,039,600 1,804,000
Manufacturers excise taxes:
Gas guzzlers[2] 64,057 73,482 52,641
Highway-type tires[2] 357,500 389,900 354,100
Aviation gasoline[3] 2,172 2,409 5,681
Gasoline except for use in
gasohol:
Total, excluding floor
stocks 19,794,300 19,918,500 19,653,800
Floor stocks 10,052 3,142 2,118
Diesel fuel, except for
trains and intercity
buses:
Total, excluding floor
stocks[2] 6,395,500 6,733,100 7,091,500
Floor stocks 45,599 942 -2,382
Gasoline for use in gasohol
by alcohol content:
Total, excluding floor
stocks:
5.7 percent under
7.7 percent 38 13,811 8,258
7.7 percent under
10 percent 21,842 20,554 5,732
10 percent or more 342,510 271,730 293,120
Floor stocks 15 18 4
Gasohol by alcohol content:
Total, excluding floor
stocks:
5.7 percent under
7.7 percent 113,745 203,473 223,109
7.7 percent under
10 percent 168,180 359,641 235,639
10 percent or more 606,690 740,510 964,220
Floor stocks 478 26 1
Aviation fuel
(except gasoline),
noncommercial use:
Total, excluding floor
stocks 157,900 176,500 88,400
Floor stocks 598 16 4,685
Aviation fuel
(except gasoline) for
commercial use (other
than foreign trade) 13,100 12,770 541,140
Kerosene (effective
July 1, 1998) N/A N/A N/A
Coal:
Mined underground:
At 4.4 percent of sales
price 126,100 138,900 146,900
At $1.10 per ton 253,200 246,500 254,700
Surface mined:
At 4.4 percent of sales
price 58,900 64,700 66,900
At $0.55 per ton 159,000 151,700 146,600
Certain vaccines[2] 204,869 176,750 169,808
Sport fishing equipment 89,100 96,800 94,500
Electric outboard motors,
sonar devices 2,544 2,847 2,445
Bows and arrows 20,276 20,481 17,719
Taxes on facilities and
services:
Telephone and teletypewriter
services 3,774,000 3,825,700 4,243,400
Transportation of persons by
air 4,748,300 4,928,000 1,558,500
Use of international air
travel facilities 224,700 256,000 89,100
Transportation of property
by air 330,000 334,700 130,300
Taxes on policies issued by
foreign insurers 129,100 140,300 120,500
Taxes related to wagering:
Certain wagers[2] 15,437 15,135 15,717
Occupational taxes[2] 1,315 1,421 1,178
Certain other excise taxes:
Passenger transportation by
water 17,350 17,060 17,460
Use tax on heavy
vehicles[1,2] 646,678 694,605 740,028
Environmental taxes:
Domestic petroleum
(Superfund) (expired
effective January 1,
1996) 312,800 291,700 65,900
Imported petroleum
(Superfund) (expired
effective January 1,
1996) 347,800 325,300 77,900
Domestic petroleum (Oil
Spill Liability Trust
Fund) (expired
effective January 1,
1995) -100 1,000 -400
Imported petroleum (Oil
Spill Liability Trust
Fund) (expired
effective January 1,
1995) 500 -- 1,700
Certain chemicals
(Superfund) (expired
effective January 1,
1996)[2] 258,600 267,500 61,000
Certain imported substances
(Superfund) (expired
effective January 1,
1996)[2] 16,200 19,000 5,700
Ozone-depleting
chemicals:[2]
Total, excluding floor
stocks 480,100 434,200 327,600
Floor stocks 68,700 61,900 27,000
Imported taxable products
containing or manu-
factured using ozone-
depleting chemicals[2] 62,600 74,600 74,800
Taxes on Private Foundations:
Net investment income 223,419 193,119 299,094
Other Private Foundations 174 23 36
Taxes on Black Lung Benefit
Trusts[2] 5 284 126
Taxes on qualified pension and
other plans:
Failure to meet minimum
funding standards 16,729 6,395 8,369
Nondeductible contributions 19,648 2,738 2,910
Excess contributions to
Individual Retirement
Accounts and others 5,598 8,450 833
Prohibited transactions 9,082 8,999 8,132
Failure to distribute
minimum amounts N/A N/A N/A
Certain excess contributions 3,201 4,141 4,649
Reversion of qualified plan
assets to employer -2,593 20,190 18,078
Other transactions N/A N/A N/A
Penalties[2] 7,705 7,399 7,063
Taxes on undistributed income
of qualified
investment entities:
Real Estate Investment
Trusts 1,490 691 692
Regulated Investment
Companies 7,274 5,148 3,757
Windfall profits tax on
domestic crude oil
(repealed August 23,
1988)[1] -332,437 -117,526 18
Miscellaneous IRS taxes[2,4,5] 13,714 20,090 16,679
Unclassified[5] N/A N/A N/A
Internal Revenue Service
collections less
reported amounts 129,844 384,019 1,223,129
Excise tax collections or
liabilities reported by the
Customs Service and the Bureau
of Alcohol, Tobacco and Firearms
Total excise tax collections 13,778,203 14,317,372 13,805,389
Tax liabilities by type of
excise tax[6] 13,762,109 13,809,604 13,758,495
Distilled spirits:
Domestic 3,044,372 2,994,978 2,938,310
Imported 617,297 652,334 668,809
Wine:
Domestic 468,284 469,066 485,422
Imported 118,582 119,921 134,463
Beer:
Domestic 3,197,528 3,174,833 3,135,670
Imported 183,880 192,264 219,662
Tobacco products:[7]
Domestic[7] 5,713,810 5,865,940 5,751,575
Cigarettes[7] 5,755,422 5,868,247 5,759,424
Cigars[7] 34,063 39,109 45,183
Papers/tubes[7] 998 1,042 903
Chewing tobacco and
snuff[7] 28,752 28,590 29,065
Pipe tobacco[7] 5,482 5,113 4,680
Imported 89,389 44,934 43,867
Firearms and ammunition 213,966 184,302 157,816
Floor stocks not allocable 2,601 -- --
Special occupations 112,400 111,032 108,271
Bureau of Alcohol, Tobacco and
Firearms and Customs
Service collections
less reported amounts 16,094 507,768 46,894
Total collections less reported
amounts 145,938 891,787 1,270,023
Fiscal year
Type of excise tax by
agency to which tax was 1997 1998 1999
reported or paid
(4) (5) (6)
Total excise tax collections 58,690,000 59,231,000 72,076,000
Excise tax collections or
liabilities reported by the
Internal Revenue Service[1]
Total excise tax collections 44,807,000 45,642,716 58,585,763
Tax liabilities by type of
excise tax, total 45,533,817 N/A N/A
Retail excise taxes:
Luxury taxes:
Passenger vehicles 440,347 428,471 401,535
Boats (repealed,
January 1, 1993) -- 283 --
Aircraft (repealed,
January 1, 1993) 19 3 --
Jewelry (repealed,
January 1, 1993) -5 -- --
Furs (repealed,
January 1, 1993) 5 -- 12
Dyed diesel fuel used in
trains:
Total, excluding floor
stocks 152,700 206,617 170,463
Floor stocks 4 -- 7
Dyed diesel fuel for certain
intercity or
local buses -4,589 2,589 2,458
Special motor fuels:
Total, excluding floor
stocks 37,300 18,745 23,757
Floor stocks -- -- -17
Compressed natural gas 1,047 1,025 865
Alcohol fuels[2] 28 258 -377
Fuels used commercially on
inland waterways 120,687 117,313 121,903
Truck, trailer, and
semitrailer chassis
and bodies,
and tractors 1,785,700 2,119,063 2,956,880
Manufacturers excise taxes:
Gas guzzlers[2] 48,155 47,687 68,327
Highway-type tires[2] 368,500 388,594 416,658
Aviation gasoline[3] 43,909 60,741 57,832
Gasoline except for use in
gasohol:
Total, excluding floor
stocks 20,836,000 20,644,998 21,236,659
Floor stocks -1,491 1 -65
Diesel fuel, except for
trains and intercity
buses:
Total, excluding floor
stocks[2] 7,160,800 7,497,816 7,895,919
Floor stocks 105 -66 121
Gasoline for use in gasohol
by alcohol content:
Total, excluding floor
stocks:
5.7 percent under
7.7 percent 1,390 741 42
7.7 percent under
10 percent 4,498 3,792 13,228
10 percent or more 214,090 241,946 231,114
Floor stocks -3 -- --
Gasohol by alcohol content:
Total, excluding floor
stocks:
5.7 percent under
7.7 percent 107,114 68,917 81,873
7.7 percent under
10 percent 180,575 123,441 180,025
10 percent or more 1,060,250 1,511,363 1,537,235
Floor stocks -- -- --
Aviation fuel
(except gasoline),
noncommercial use:
Total, excluding floor
stocks 157,900 195,772 173,117
Floor stocks 14,202 -472 58
Aviation fuel
(except gasoline) for
commercial use (other
than foreign trade) 566,860 609,750 649,900
Kerosene (effective
July 1, 1998) N/A N/A 77,726
Coal:
Mined underground:
At 4.4 percent of sales
price 179,911 183,445 190,133
At $1.10 per ton 224,409 220,426 162,442
Surface mined:
At 4.4 percent of sales
price 71,028 69,855 78,397
At $0.55 per ton 149,282 146,476 138,019
Certain vaccines[2] 174,818 153,108 169,046
Sport fishing equipment 93,500 94,571 97,548
Electric outboard motors,
sonar devices 1,956 2,042 1,922
Bows and arrows 20,173 20,278 19,792
Taxes on facilities and
services:
Telephone and teletypewriter
services 4,706,800 4,747,227 5,248,965
Transportation of persons by
air 4,284,600 6,168,727 6,588,088
Use of international air
travel facilities 240,200 1,119,156 1,272,725
Transportation of property
by air 295,300 373,049 371,487
Taxes on policies issued by
foreign insurers 141,200 122,664 117,584
Taxes related to wagering:
Certain wagers[2] 20,668 10,146 13,805
Occupational taxes[2] 1,268 7,756 18,774
Certain other excise taxes:
Passenger transportation by
water 19,900 18,269 25,554
Use tax on heavy
vehicles[1,2] 934,532 804,947 849,226
Environmental taxes:
Domestic petroleum
(Superfund) (expired
effective January 1,
1996) -2,500 -2,741 -3,637
Imported petroleum
(Superfund) (expired
effective January 1,
1996) -400 -18 1,071
Domestic petroleum (Oil
Spill Liability Trust
Fund) (expired
effective January 1,
1995) -900 3 -128
Imported petroleum (Oil
Spill Liability Trust
Fund) (expired
effective January 1,
1995) -- -13 13
Certain chemicals
(Superfund) (expired
effective January 1,
1996)[2] 9,700 3,331 12,687
Certain imported substances
(Superfund) (expired
effective January 1,
1996)[2] 1,200 -334 -322
Ozone-depleting
chemicals:[2]
Total, excluding floor
stocks 98,000 109,150 120,400
Floor stocks 8,200 11,594 6,306
Imported taxable products
containing or manu-
factured using ozone-
depleting chemicals[2] -24,400 27,072 -6,166
Taxes on Private Foundations:
Net investment income 486,178 430,183 499,608
Other Private Foundations 39 82 67
Taxes on Black Lung Benefit
Trusts[2] 131 -25 2
Taxes on qualified pension and
other plans:
Failure to meet minimum
funding standards 11,464 6,467 5,307
Nondeductible contributions 5,807 3,842 3,770
Excess contributions to
Individual Retirement
Accounts and others 6,508 7,407 8,279
Prohibited transactions 6,341 9,484 --
Failure to distribute
minimum amounts N/A N/A N/A
Certain excess contributions 8,964 8,168 6,281
Reversion of qualified plan
assets to employer 27,340 46,791 22,258
Other transactions N/A N/A N/A
Penalties[2] 8,861 7,847 3,662
Taxes on undistributed income
of qualified
investment entities:
Real Estate Investment
Trusts 1,287 2,183 324
Regulated Investment
Companies 5,499 8,666 5,412
Windfall profits tax on
domestic crude oil
(repealed August 23,
1988)[1] -10,394 -117 79
Miscellaneous IRS taxes[2,4,5] 31,250 -532,553 47,385
Unclassified[5] N/A -3,055,283 6,184,221
Internal Revenue Service
collections less
reported amounts -726,817 N/A N/A
Excise tax collections or
liabilities reported by the
Customs Service and the Bureau
of Alcohol, Tobacco and Firearms
Total excise tax collections 13,883,000 13,588,284 13,490,237
Tax liabilities by type of
excise tax[6] 13,732,800 13,455,537 13,284,884
Distilled spirits:
Domestic 2,910,408 2,826,005 2,925,666
Imported 687,249 682,280 758,726
Wine:
Domestic 492,950 476,586 498,642
Imported 134,463 153,877 154,876
Beer:
Domestic 3,164,288 3,113,312 3,052,973
Imported 219,662 272,645 321,317
Tobacco products:[7]
Domestic[7] 5,819,508 5,607,386 5,185,975
Cigarettes[7] 5,814,760 5,613,174 5,146,946
Cigars[7] 58,676 62,223 69,198
Papers/tubes[7] 772 809 1,249
Chewing tobacco and
snuff[7] 29,033 29,553 30,047
Pipe tobacco[7] 3,901 3,704 3,916
Imported 53,806 64,649 114,524
Firearms and ammunition 143,766 116,606 167,448
Floor stocks not allocable -- N/A N/A
Special occupations 106,700 106,244 104,737
Bureau of Alcohol, Tobacco and
Firearms and Customs
Service collections
less reported amounts 150,200 132,747 205,353
Total collections less reported
amounts -576,617 132,747 205,353
Fiscal year
2000
Type of excise tax by
agency to which tax was Tax rates in effect on
reported or paid October 1, 1999
(7)
Total excise tax collections various
Excise tax collections or
liabilities reported by the
Internal Revenue Service[1]
Total excise tax collections various
Tax liabilities by type of
excise tax, total
Retail excise taxes:
Luxury taxes:
Passenger vehicles 6 percent of price in excess
of $36,000
10 percent of price in excess of--
Boats (repealed,
January 1, 1993) $100,000, repealed 1/1/93
Aircraft (repealed,
January 1, 1993) $250,000, repealed 1/1/93
Jewelry (repealed,
January 1, 1993) $10,000, repealed 1/1/93
Furs (repealed,
January 1, 1993) $10,000, repealed 1/1/93
Dyed diesel fuel used in
trains:
Total, excluding floor
stocks $0.043 per gallon
Floor stocks $0.043 per gallon based on 10/1/93
inventory
Dyed diesel fuel for certain
intercity or
local buses $0.074 per gallon
Special motor fuels:
Total, excluding floor
stocks $0.184 per gallon
Floor stocks $0.043 per gallon based on 10/1/93
inventory
Compressed natural gas $0.4854 per 1000 cubic feet
Alcohol fuels[2] various
Fuels used commercially on
inland waterways $0.244 per gallon
Truck, trailer, and
semitrailer chassis
and bodies,
and tractors 12 percent of price
Manufacturers excise taxes:
Gas guzzlers[2] various
Highway-type tires[2] various
Aviation gasoline[3] $0.194 per gallon
Gasoline except for use in
gasohol:
Total, excluding floor
stocks $0.184 per gallon
Floor stocks $0.043 per gallon based on 10/1/93
inventory
Diesel fuel, except for
trains and intercity
buses:
Total, excluding floor
stocks[2] $0.244 per gallon
Floor stocks various
Gasoline for use in gasohol
by alcohol content:
Total, excluding floor
stocks:
5.7 percent under
7.7 percent $0.16248 per gallon
7.7 percent under
10 percent $0.1543 per gallon
10 percent or more $0.14444 per gallon
Floor stocks $0.043 per gallon based on 10/1/93
inventory
Gasohol by alcohol content:
Total, excluding floor
stocks:
5.7 percent under
7.7 percent $0.15322 per gallon
7.7 percent under
10 percent $0.14242 per gallon
10 percent or more $0.13 per gallon
Floor stocks $0.043 per gallon based on 10/1/93
inventory
Aviation fuel
(except gasoline),
noncommercial use:
Total, excluding floor
stocks $0.219 per gallon
Floor stocks $0.175 per gallon
Aviation fuel
(except gasoline) for
commercial use (other
than foreign trade) $0.044 per gallon
Kerosene (effective
July 1, 1998) $0.244 per gallon
Coal:
Mined underground:
At 4.4 percent of sales
price 4.4 percent of value
At $1.10 per ton $1.10 per ton if less than 4.4
percent of value
Surface mined:
At 4.4 percent of sales
price 4.4 percent of value
At $0.55 per ton $0.55 per ton if less than 4.4
percent of value
Certain vaccines[2] $0.75 per dose
Sport fishing equipment 10 percent of sales price
Electric outboard motors,
sonar devices 3 percent of sales price
Bows and arrows 11 percent to 12.4 percent of
sales price
Taxes on facilities and
services:
Telephone and teletypewriter
services 3 percent
Transportation of persons by 7.25 percent plus $2.25 per flight
air segment, 7.5 percent for rural
airports
Use of international air
travel facilities $12.00 per person, $6.10 for
domestic segments beginning or
ending in Alaska or Hawaii
Transportation of property
by air 6.25 percent
Taxes on policies issued by
foreign insurers 1 percent or 4 percent of premium
paid
Taxes related to wagering:
Certain wagers[2] 0.25 or 2.0 percent of wager
Occupational taxes[2] $50 or $500 per person per year
Certain other excise taxes:
Passenger transportation by
water $3.00 per passenger
Use tax on heavy
vehicles[1,2] $75 - $550 per vehicle per year
Environmental taxes:
Domestic petroleum
(Superfund) (expired
effective January 1,
1996) $0.097 per barrel
Imported petroleum
(Superfund) (expired
effective January 1,
1996) $0.097 per barrel
Domestic petroleum (Oil
Spill Liability Trust
Fund) (expired
effective January 1,
1995) $0.05 per barrel
Imported petroleum (Oil
Spill Liability Trust
Fund) (expired
effective January 1,
1995) $0.05 per barrel
Certain chemicals
(Superfund) (expired
effective January 1,
1996)[2] $0.22 - $4.87 per ton
Certain imported substances
(Superfund) (expired
effective January 1,
1996)[2] various, per ton
Ozone-depleting
chemicals:[2]
Total, excluding floor
stocks various, per pound
Floor stocks various, per pound
Imported taxable products
containing or manu-
factured using ozone-
depleting chemicals[2] various
Taxes on Private Foundations:
Net investment income 2 percent
Other Private Foundations various
Taxes on Black Lung Benefit
Trusts[2] various
Taxes on qualified pension and
other plans:
Failure to meet minimum
funding standards 5 percent or 10 percent
Nondeductible contributions 10 percent
Excess contributions to
Individual Retirement
Accounts and others 6 percent
Prohibited transactions 5 percent
Failure to distribute
minimum amounts --
Certain excess contributions 10 percent
Reversion of qualified plan
assets to employer 20 percent
Other transactions --
Penalties[2] various
Taxes on undistributed income
of qualified
investment entities:
Real Estate Investment
Trusts 4 percent
Regulated Investment
Companies 4 percent
Windfall profits tax on
domestic crude oil
(repealed August 23,
1988)[1] --
Miscellaneous IRS taxes[2,4,5] various
Unclassified[5] various
Internal Revenue Service
collections less
reported amounts
Excise tax collections or
liabilities reported by the
Customs Service and the Bureau
of Alcohol, Tobacco and Firearms
Total excise tax collections various
Tax liabilities by type of
excise tax[6] various
Distilled spirits:
Domestic $13.50 per proof gallon
Imported $13.50 per proof gallon
Wine:
Domestic $0.17 to $13.50 per gallon or
$13.50 per proof gallon
(generally $1.07)
Imported $1.07 to $3.40 per gallon or proof
gallon (generally $1.07)
Beer:
Domestic $7 or $18 per barrel
Imported $18 per barrel
Tobacco products:[7]
Domestic[7] various
Cigarettes[7] $0.24 or $0.51 per pack (generally
$0.24 per pack)
Cigars[7] $1.125 to $30 per 1000
Papers/tubes[7] $.0075 per 50 or $.15 per 50
Chewing tobacco and
snuff[7] $0.12 or $0.36 per pound
Pipe tobacco[7] $1.0969 per pound
Imported various
Firearms and ammunition 10 or 11 percent of sales price
Floor stocks not allocable various
Special occupations $250 to $1000 per dealer or
manufacturer
Bureau of Alcohol, Tobacco and
Firearms and Customs
Service collections
less reported amounts
Total collections less reported
amounts
Fiscal year
2000
by quarter ending
Type of excise tax by
agency to which tax was Total December March
reported or paid 1999 2000
(8) (9) (10)
Total excise tax collections 70,648,000 16,134,000 16,647,000
Excise tax collections or
liabilities reported by the
Internal Revenue Service[1]
Total excise tax collections 54,810,038 12,611,038 13,107,000
Tax liabilities by type of
excise tax, total N/A N/A N/A
Retail excise taxes:
Luxury taxes:
Passenger vehicles 407,222 129,787 91,466
Boats (repealed,
January 1, 1993) -- -- --
Aircraft (repealed,
January 1, 1993) -- -- --
Jewelry (repealed,
January 1, 1993) -- -- --
Furs (repealed,
January 1, 1993) -- -- --
Dyed diesel fuel used in
trains:
Total, excluding floor
stocks 170,960 42,829 45,279
Floor stocks -- -- --
Dyed diesel fuel for certain
intercity or
local buses 2,317 627 490
Special motor fuels:
Total, excluding floor
stocks 19,535 5,873 6,116
Floor stocks -1 -- 1
Compressed natural gas 1,145 281 282
Alcohol fuels[2] 807 63 63
Fuels used commercially on
inland waterways 118,666 29,064 28,784
Truck, trailer, and
semitrailer chassis
and bodies,
and tractors 2,775,788 744,818 706,349
Manufacturers excise taxes:
Gas guzzlers[2] 70,788 19,543 14,228
Highway-type tires[2] 420,299 107,709 101,946
Aviation gasoline[3] 58,472 12,685 11,385
Gasoline except for use in
gasohol:
Total, excluding floor
stocks 21,040,777 5,245,123 4,798,317
Floor stocks 2 -- --
Diesel fuel, except for
trains and intercity
buses:
Total, excluding floor
stocks[2] 8,229,762 2,062,117 1,932,653
Floor stocks -133 -- --
Gasoline for use in gasohol
by alcohol content:
Total, excluding floor
stocks:
5.7 percent under
7.7 percent 65 53 12
7.7 percent under
10 percent 4,266 2,462 1,728
10 percent or more 265,273 64,208 59,671
Floor stocks -- -- --
Gasohol by alcohol content:
Total, excluding floor
stocks:
5.7 percent under
7.7 percent 25,934 12,840 10,073
7.7 percent under
10 percent 59,104 29,926 22,696
10 percent or more 2,039,428 564,125 530,144
Floor stocks -- -- --
Aviation fuel
(except gasoline),
noncommercial use:
Total, excluding floor
stocks 159,314 28,519 43,011
Floor stocks 1 -- --
Aviation fuel
(except gasoline) for
commercial use (other
than foreign trade) 667,647 165,791 159,068
Kerosene (effective
July 1, 1998) 79,591 30,517 32,582
Coal:
Mined underground:
At 4.4 percent of sales
price 197,478 49,896 52,298
At $1.10 per ton 115,291 26,513 26,635
Surface mined:
At 4.4 percent of sales
price 79,842 20,144 19,419
At $0.55 per ton 132,526 33,682 32,743
Certain vaccines[2] 163,528 40,127 37,718
Sport fishing equipment 100,539 20,011 33,235
Electric outboard motors,
sonar devices 2,022 427 834
Bows and arrows 20,502 2,972 3,647
Taxes on facilities and
services:
Telephone and teletypewriter
services 5,645,239 1,391,982 1,377,893
Transportation of persons by
air 6,963,617 1,647,575 1,607,769
Use of international air
travel facilities 1,323,558 307,108 297,390
Transportation of property
by air 520,576 118,871 136,344
Taxes on policies issued by
foreign insurers 131,672 35,472 27,600
Taxes related to wagering:
Certain wagers[2] 10,726 4,835 --
Occupational taxes[2] -17,266 -9,985 5,419
Certain other excise taxes:
Passenger transportation by
water 24,922 5,863 6,420
Use tax on heavy
vehicles[1,2] 893,457 67,764 205,501
Environmental taxes:
Domestic petroleum
(Superfund) (expired
effective January 1,
1996) 4 10 -8
Imported petroleum
(Superfund) (expired
effective January 1,
1996) 2,660 189 -13
Domestic petroleum (Oil
Spill Liability Trust
Fund) (expired
effective January 1,
1995) -3 -- --
Imported petroleum (Oil
Spill Liability Trust
Fund) (expired
effective January 1,
1995) 253 -- -1
Certain chemicals
(Superfund) (expired
effective January 1,
1996)[2] 2,395 1,714 533
Certain imported substances
(Superfund) (expired
effective January 1,
1996)[2] 349 587 19
Ozone-depleting
chemicals:[2]
Total, excluding floor
stocks 42,552 7,557 24,777
Floor stocks 2,273 81 90
Imported taxable products
containing or manu-
factured using ozone-
depleting chemicals[2] 17,580 5,608 7,946
Taxes on Private Foundations:
Net investment income 351,900 90,761 38,098
Other Private Foundations 313,613 141,214 1
Taxes on Black Lung Benefit
Trusts[2] 2 1 --
Taxes on qualified pension and
other plans:
Failure to meet minimum
funding standards 388 194 -686
Nondeductible contributions 38 19 -176
Excess contributions to
Individual Retirement
Accounts and others 10,228 2,261 5,335
Prohibited transactions 432 214 -517
Failure to distribute
minimum amounts N/A N/A N/A
Certain excess contributions 1,696 305 -774
Reversion of qualified plan
assets to employer 46,392 36,072 -37,428
Other transactions N/A N/A N/A
Penalties[2] 1,857 1,857 --
Taxes on undistributed income
of qualified
investment entities:
Real Estate Investment
Trusts 62 -- --
Regulated Investment
Companies 42 -- --
Windfall profits tax on
domestic crude oil
(repealed August 23,
1988)[1] -- -- --
Miscellaneous IRS taxes[2,4,5] 40,226 21,107 13,369
Unclassified[5] 1,049,541 -760,930 600,064
Internal Revenue Service
collections less
reported amounts N/A N/A N/A
Excise tax collections or
liabilities reported by the
Customs Service and the Bureau
of Alcohol, Tobacco and Firearms
Total excise tax collections 15,837,962 3,522,962 3,540,000
Tax liabilities by type of
excise tax[6] 15,634,216 3,627,399 3,102,738
Distilled spirits:
Domestic 3,043,356 830,430 629,762
Imported 816,922 417,011 2,104
Wine:
Domestic 517,787 161,505 107,830
Imported 174,327 91,518 -810
Beer:
Domestic 3,216,398 675,599 709,602
Imported 350,924 122,979 23,495
Tobacco products:[7]
Domestic[7] 7,019,968 1,194,198 1,568,763
Cigarettes[7] 6,608,502 1,283,551 1,674,304
Cigars[7] 96,842 18,724 23,255
Papers/tubes[7] 76,387 329 28,780
Chewing tobacco and
snuff[7] 40,183 7,380 10,486
Pipe tobacco[7] 12,581 970 4,245
Imported 196,141 79,628 15,037
Firearms and ammunition 195,592 52,054 43,340
Floor stocks not allocable N/A N/A N/A
Special occupations 102,801 2,477 3,615
Bureau of Alcohol, Tobacco and
Firearms and Customs
Service collections
less reported amounts 203,746 -104,437 437,262
Total collections less reported
amounts 203,746 -104,437 437,262
Fiscal year
2000
by quarter ending
Type of excise tax by
agency to which tax was June September
reported or paid 2000 2000
(11) (12)
Total excise tax collections 17,825,000 20,042,000
Excise tax collections or
liabilities reported by the
Internal Revenue Service[1]
Total excise tax collections 13,608,000 15,484,000
Tax liabilities by type of
excise tax, total N/A N/A
Retail excise taxes:
Luxury taxes:
Passenger vehicles 95,627 90,342
Boats (repealed,
January 1, 1993) -- --
Aircraft (repealed,
January 1, 1993) -- --
Jewelry (repealed,
January 1, 1993) -- --
Furs (repealed,
January 1, 1993) -- --
Dyed diesel fuel used in
trains:
Total, excluding floor
stocks 39,963 42,889
Floor stocks -- -1
Dyed diesel fuel for certain
intercity or
local buses 603 597
Special motor fuels:
Total, excluding floor
stocks 417 7,129
Floor stocks -2 --
Compressed natural gas 296 286
Alcohol fuels[2] 568 113
Fuels used commercially on
inland waterways 30,526 30,292
Truck, trailer, and
semitrailer chassis
and bodies,
and tractors 759,531 565,090
Manufacturers excise taxes:
Gas guzzlers[2] 18,816 18,201
Highway-type tires[2] 105,393 105,251
Aviation gasoline[3] 15,607 18,795
Gasoline except for use in
gasohol:
Total, excluding floor
stocks 5,508,359 5,488,978
Floor stocks 1 1
Diesel fuel, except for
trains and intercity
buses:
Total, excluding floor
stocks[2] 2,141,697 2,093,295
Floor stocks -134 1
Gasoline for use in gasohol
by alcohol content:
Total, excluding floor
stocks:
5.7 percent under
7.7 percent -- --
7.7 percent under
10 percent 69 7
10 percent or more 70,259 71,135
Floor stocks -- --
Gasohol by alcohol content:
Total, excluding floor
stocks:
5.7 percent under
7.7 percent 2,177 844
7.7 percent under
10 percent 1,265 5,217
10 percent or more 455,266 489,893
Floor stocks -- --
Aviation fuel
(except gasoline),
noncommercial use:
Total, excluding floor
stocks 41,336 46,448
Floor stocks -5 5
Aviation fuel
(except gasoline) for
commercial use (other
than foreign trade) 172,346 170,442
Kerosene (effective
July 1, 1998) 7,871 8,621
Coal:
Mined underground:
At 4.4 percent of sales
price 46,660 48,466
At $1.10 per ton 30,813 31,063
Surface mined:
At 4.4 percent of sales
price 18,850 21,285
At $0.55 per ton 31,598 34,484
Certain vaccines[2] 37,108 48,575
Sport fishing equipment 30,684 16,609
Electric outboard motors,
sonar devices 383 378
Bows and arrows 5,683 8,200
Taxes on facilities and
services:
Telephone and teletypewriter
services 1,400,762 1,474,602
Transportation of persons by
air 1,904,202 1,804,071
Use of international air
travel facilities 361,158 357,902
Transportation of property
by air 132,825 132,536
Taxes on policies issued by
foreign insurers 33,128 35,472
Taxes related to wagering:
Certain wagers[2] 2,604 3,287
Occupational taxes[2] -761 -1,101
Certain other excise taxes:
Passenger transportation by
water 6,776 5,863
Use tax on heavy
vehicles[1,2] 166,220 453,972
Environmental taxes:
Domestic petroleum
(Superfund) (expired
effective January 1,
1996) -12 14
Imported petroleum
(Superfund) (expired
effective January 1,
1996) 2,471 13
Domestic petroleum (Oil
Spill Liability Trust
Fund) (expired
effective January 1,
1995) -3 --
Imported petroleum (Oil
Spill Liability Trust
Fund) (expired
effective January 1,
1995) 254 --
Certain chemicals
(Superfund) (expired
effective January 1,
1996)[2] 32 116
Certain imported substances
(Superfund) (expired
effective January 1,
1996)[2] 5 -262
Ozone-depleting
chemicals:[2]
Total, excluding floor
stocks 8,934 1,284
Floor stocks 2,028 74
Imported taxable products
containing or manu-
factured using ozone-
depleting chemicals[2] 4,414 -388
Taxes on Private Foundations:
Net investment income 194,155 28,886
Other Private Foundations -- 172,398
Taxes on Black Lung Benefit
Trusts[2] -- 1
Taxes on qualified pension and
other plans:
Failure to meet minimum
funding standards 686 194
Nondeductible contributions 176 19
Excess contributions to
Individual Retirement
Accounts and others 1,830 797
Prohibited transactions 521 214
Failure to distribute
minimum amounts N/A N/A
Certain excess contributions 777 1,388
Reversion of qualified plan
assets to employer 37,428 10,320
Other transactions N/A N/A
Penalties[2] -- --
Taxes on undistributed income
of qualified
investment entities:
Real Estate Investment
Trusts -- 62
Regulated Investment
Companies -- 42
Windfall profits tax on
domestic crude oil
(repealed August 23,
1988)[1] -- --
Miscellaneous IRS taxes[2,4,5] 1,292 4,458
Unclassified[5] -323,535 1,534,530
Internal Revenue Service
collections less
reported amounts N/A N/A
Excise tax collections or
liabilities reported by the
Customs Service and the Bureau
of Alcohol, Tobacco and Firearms
Total excise tax collections 4,217,000 4,558,000
Tax liabilities by type of
excise tax[6] 4,089,200 4,814,879
Distilled spirits:
Domestic 752,135 831,029
Imported 201,556 196,251
Wine:
Domestic 121,280 127,172
Imported 41,803 41,816
Beer:
Domestic 865,617 965,580
Imported 94,326 110,124
Tobacco products:[7]
Domestic[7] 1,864,129 2,392,878
Cigarettes[7] 1,853,145 1,797,503
Cigars[7] 26,123 28,740
Papers/tubes[7] 18,238 29,041
Chewing tobacco and
snuff[7] 11,412 10,905
Pipe tobacco[7] 3,740 3,626
Imported 48,318 53,158
Firearms and ammunition 46,360 53,838
Floor stocks not allocable N/A N/A
Special occupations 53,676 43,033
Bureau of Alcohol, Tobacco and
Firearms and Customs
Service collections
less reported amounts 127,800 -256,879
Total collections less reported
amounts 127,800 -256,879
Table 22.--Selected Returns and Forms Filed or To Be Filed by Type
During Specified Calendar Years, 1975-2001
Number filed in calendar year--
Type of return or form
1975 1980 1985
(1) (2) (3)
Individual income[1] 84,026,800 93,196,100 99,704,200
Forms 1040, 1040A,
1040EZ, and 1040PC 83,913,100 93,052,300 99,528,900
Paper returns 83,913,100 93,052,300 99,528,900
Electronically-filed
returns N/A N/A N/A
Business returns 10,073,100 11,402,900 14,136,800
Schedule C or C-EZ 7,439,000 8,944,300 11,767,300
Schedule F 2,634,200 2,458,600 2,369,400
Nonbusiness returns 73,840,000 81,649,400 85,392,100
Forms 1040C, 1040NR,
1040PR, and 1040SS 113,700 143,800 175,300
Corporation income[2] 2,132,800 2,675,700 3,437,300
Form 1120 1,762,900 2,115,500 2,432,300
Form 1120A N/A N/A 199,700
Form 1120S 367,200 528,100 736,900
Other 2,600 32,100 68,400
Partnership, Forms 1065 and
1065B[3] 1,132,800 1,401,600 1,755,300
Estate and trust income,
Forms 1041 and
1041S[4] 1,564,200 1,881,800 2,125,000
Estate tax, Forms 706, 706NA,
706GS(D), and
706GS(T)[5] 225,800 147,300 80,800
Gift tax, Form 709 273,200 214,800 97,700
Tax-exempt organizations[6] 403,800 442,600 454,100
Forms 990 and 990EZ 346,600 362,600 365,500
Form 990-PF 29,600 33,100 32,000
Form 990-T 19,700 23,500 26,200
Forms 990C, 4720, and 5227 7,900 23,400 30,400
Employment[7] 24,737,828 26,387,000 27,409,300
Forms 940, 940EZ, 940PR 4,152,209 4,702,000 4,813,000
Forms 941,941PR/SS/M 17,024,748 18,854,000 20,304,200
Forms 943, 943PR 456,476 423,000 399,100
Other 3,104,395 2,408,000 1,893,000
Excise[8] 864,508 875,000 1,160,500
Form 2290 437,334 444,000 709,200
Form 720 313,578 366,000 416,200
Other 113,596 65,000 35,100
Number filed in calendar year--
Type of return or form
1990 1995 1996
(4) (5) (6)
Individual income[1] 112,596,000 116,466,900 118,784,000
Forms 1040, 1040A,
1040EZ, and 1040PC 112,305,000 116,059,700 118,362,500
Paper returns 108,100,900 104,252,800 103,394,100
Electronically-filed
returns 4,204,200 11,806,900 14,968,400
Business returns 16,170,200 18,058,600 18,301,500
Schedule C or C-EZ 14,149,000 16,157,000 16,431,100
Schedule F 2,021,300 1,901,600 1,870,400
Nonbusiness returns 96,134,800 98,001,100 100,061,000
Forms 1040C, 1040NR,
1040PR, and 1040SS 291,000 407,200 421,500
Corporation income[2] 4,319,500 4,817,900 5,005,400
Form 1120 2,334,600 2,197,000 2,240,800
Form 1120A 332,000 319,100 328,000
Form 1120S 1,536,100 2,161,000 2,290,900
Other 116,800 140,800 145,700
Partnership, Forms 1065 and
1065B[3] 1,750,900 1,580,300 1,678,800
Estate and trust income,
Forms 1041 and
1041S[4] 2,680,900 3,190,900 3,266,800
Estate tax, Forms 706, 706NA,
706GS(D), and
706GS(T)[5] 60,800 81,400 90,600
Gift tax, Form 709 147,700 216,200 232,000
Tax-exempt organizations[6] 487,400 572,600 577,800
Forms 990 and 990EZ 359,700 406,400 403,400
Form 990-PF 44,700 51,300 52,700
Form 990-T 39,100 49,800 48,600
Forms 990C, 4720, and 5227 43,900 65,100 73,100
Employment[7] 28,911,300 28,654,900 28,698,600
Forms 940, 940EZ, 940PR 5,367,400 5,482,600 5,433,000
Forms 941,941PR/SS/M 21,632,100 22,219,100 22,727,700
Forms 943, 943PR 385,400 354,700 349,500
Other 1,526,400 598,500 188,400
Excise[8] 852,000 788,600 786,400
Form 2290 440,700 490,300 507,600
Form 720 339,100 225,300 212,900
Other 72,200 73,000 65,900
Number filed in calendar year--
Type of return or form
1997 1998 1999
(7) (8) (9)
Individual income[1] 120,781,700 123,049,600 125,389,700
Forms 1040, 1040A,
1040EZ, and 1040PC 120,342,500 122,546,900 124,887,100
Paper returns 101,206,800 97,966,600 95,557,600
Electronically-filed
returns 19,135,700 24,580,300 29,329,500
Business returns 18,823,400 19,031,300 19,176,200
Schedule C or C-EZ 16,952,600 17,183,700 17,377,100
Schedule F 1,870,900 1,847,600 1,799,200
Nonbusiness returns 101,519,000 103,515,700 105,710,900
Forms 1040C, 1040NR,
1040PR, and 1040SS 439,200 502,700 502,500
Corporation income[2] 5,149,100 5,241,200 5,398,300
Form 1120 2,249,900 2,207,600 2,202,400
Form 1120A 293,700 272,500 260,800
Form 1120S 2,449,900 2,599,800 2,767,000
Other 155,600 161,300 168,100
Partnership, Forms 1065 and
1065B[3] 1,755,400 1,861,000 1,974,700
Estate and trust income,
Forms 1041 and
1041S[4] 3,314,700 3,397,600 3,403,300
Estate tax, Forms 706, 706NA,
706GS(D), and
706GS(T)[5] 102,200 110,100 116,400
Gift tax, Form 709 256,600 261,200 291,900
Tax-exempt organizations[6] 638,700 618,300 730,700
Forms 990 and 990EZ 445,700 412,000 458,100
Form 990-PF 54,500 61,800 64,900
Form 990-T 55,300 50,200 62,800
Forms 990C, 4720, and 5227 83,200 94,300 106,700
Employment[7] 29,045,000 29,106,400 28,973,600
Forms 940, 940EZ, 940PR 5,438,700 5,483,300 5,479,100
Forms 941,941PR/SS/M 23,070,500 23,098,500 22,985,100
Forms 943, 943PR 338,900 330,900 316,200
Other 196,900 193,700 193,200
Excise[8] 801,200 821,900 822,300
Form 2290 537,600 562,500 577,800
Form 720 198,800 194,000 183,800
Other 64,800 65,400 60,700
Number filed in calendar year--
Type of return or form
2000 2001 (Projected)
(10) (11)
Individual income[1] 127,657,400 130,266,000
Forms 1040, 1040A,
1040EZ, and 1040PC 127,097,200 129,706,200
Paper returns 91,695,100 87,365,400
Electronically-filed
returns 35,402,200 42,340,800
Business returns 19,350,400 19,733,800
Schedule C or C-EZ 17,570,500 17,987,900
Schedule F 1,779,900 1,745,900
Nonbusiness returns 107,746,800 109,972,400
Forms 1040C, 1040NR,
1040PR, and 1040SS 560,200 559,800
Corporation income[2] 5,469,600 5,932,300
Form 1120 2,161,700 2,373,100
Form 1120A 245,500 267,400
Form 1120S 2,887,100 3,105,000
Other 175,300 186,800
Partnership, Forms 1065 and
1065B[3] 2,066,800 2,291,300
Estate and trust income,
Forms 1041 and
1041S[4] 3,528,900 3,664,700
Estate tax, Forms 706, 706NA,
706GS(D), and
706GS(T)[5] 123,600 138,500
Gift tax, Form 709 308,600 328,500
Tax-exempt organizations[6] 699,100 806,500
Forms 990 and 990EZ 461,700 524,900
Form 990-PF 70,000 79,200
Form 990-T 52,600 69,900
Forms 990C, 4720, and 5227 114,900 132,500
Employment[7] 28,841,200 29,747,300
Forms 940, 940EZ, 940PR 5,463,100 5,599,800
Forms 941,941PR/SS/M 22,890,300 23,647,500
Forms 943, 943PR 305,500 301,300
Other 182,300 198,800
Excise[8] 852,500 907,800
Form 2290 610,800 671,100
Form 720 174,700 176,100
Other 67,100 60,600
Table 23.--Taxpayers Receiving Assistance, Paid and Unpaid, Specified
Tax Years 1990-1999
[Some estimates based on samples--all data are in thousands]
Tax year
Type of assistance
1990 1995 1996
(1) (2) (3)
Returns with paid preparer signature:[1]
All returns 54,499 58,965 60,858
Form 1040EZ 648 1,760 763
Form 1040A 4,801 4,754 4,309
Form 1040, total 49,049 52,447 55,786
Form 1040 Business, total 10,723 13,281 13,727
Nonfarm 9,025 11,379 11,856
Farm 1,697 1,902 1,871
Form 1040 Nonbusiness, total 36,629 39,165 42,059
With itemized deductions 17,249 15,528 16,300
Without itemized deductions 19,380 23,637 25,759
Electronically-filed[2] 4,715 9,214 11,386
Assistance provided by IRS:[3]
Telephone inquiries (including recorded
telephone information) 63,980 99,107 103,898
Office walk-ins, information 7,173 6,397 6,739
Written inquiries 168 182 165
Number of taxpayers assisted by selected
special programs:
Community classes and seminars 924 426 475
Volunteer Income Tax Assistance (VITA)
and Tax Counseling for the Elderly
(TCE) 3,112 3,501 3,329
Tax year
Type of assistance
1997 1998 1999
(4) (5) (6)
Returns with paid preparer signature:[1]
All returns 63,480 66,551 69,028
Form 1040EZ 763 701 751
Form 1040A 4,028 4,239 3,751
Form 1040, total 58,689 61,611 64,527
Form 1040 Business, total 13,840 14,130 14,130
Nonfarm 11,974 12,347 12,392
Farm 1,865 1,783 1,738
Form 1040 Nonbusiness, total 44,849 47,482 50,396
With itemized deductions 17,089 18,140 19,085
Without itemized deductions 27,760 29,342 31,312
Electronically-filed[2] 14,988 18,482 23,233
Assistance provided by IRS:[3]
Telephone inquiries (including recorded
telephone information) 113,267 110,879 93,212
Office walk-ins, information 10,097 9,981 9,663
Written inquiries 82 75 61
Number of taxpayers assisted by selected
special programs:
Community classes and seminars 436 528 1,416
Volunteer Income Tax Assistance (VITA)
and Tax Counseling for the Elderly
(TCE) 3,531 3,479 3,790
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