Selected historical and other data – Statistical Data Included
Table 1.–Individual Income Tax Returns: Selected Income and Tax Items
for Specified Tax Years, 1980-2000 [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 10,099,346 48,477,552
Partnership and S corporation
net loss: (14)
Number of returns (14) 3,010,212
Amount (7) (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 over (19) 11,847,168 16,748,810
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 39,848,164
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) 19,674,483 20,995,285
Total amount (28,29) 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: (36)
Number of returns 21,755,516 21,210,194
Amount 32,843,576 39,091,228
Tax overpayments, total: (36,40)
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) 3,406,427,348 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 70,369,662 670,028,830
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 over (19) 18,716,746 19,450,417
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 331,456,520 413,564,632
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 26,679,450 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: (28)
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) 12,483,535 15,240,064
Total amount (28,29) 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: (36)
Number of returns 26,986,948 29,734,331
Amount 56,561,150 71,153,015
Tax overpayments, total: (36,40)
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 1998 1999
(5) (6)
All returns (1) 124,770,662 127,075,145
Form 1040 returns (1) 71,162,837 74,165,814
Form 1040A returns (1) 25,987,822 26,961,302
Form 1040EZ returns (1) 20,830,173 20,752,420
Form 1040PC returns (1) 6,789,831 5,195,609
Electronically-filed returns (1) 28,886,573 35,495,320
Returns by filing status:
Joint returns 49,629,570 49,900,030
Returns of married persons
filing separately 2,531,742 2,385,646
Returns of heads of households 17,427,855 17,781,482
Returns of surviving spouses 76,530 80,870
Returns of single persons 55,104,964 56,927,117
Returns with Presidential Election
Campaign Fund checkoff: (2)
Number of returns 14,250,519 14,208,181
Amount 63,273 61,090
Number of boxes checked 20,374,672 18,306,408
Adjusted gross income (AGI) (3) 5,415,972,847 5,855,467,909
Salaries and wages:
Number of returns 106,535,263 108,183,782
Amount 3,879,762,259 4,132,473,459
Taxable interest received: (4)
Number of returns 67,231,792 67,218,877
Amount 178,333,632 175,675,236
Tax-exempt interest: (5)
Number of returns 4,778,3,374 4,801,877
Amount 50,223,365 52,513,007
Dividends in AGI: (6)
Number of returns 30,423,274 32,226,492
Amount 118,479,991 132,465,522
Business or profession net income:
Number of returns 13,083,038 13,165,318
Amount 226,144,788 233,746,237
Business or profession net loss:
Number of returns 4,021,748 4,146,807
Amount (7) 23,744,673 25,332,170
Net capital gain in AGI: (6,8)
Number of returns 20,956,812 22,497,646
Amount 455,223,326 552,604,872
Net capital loss in AGI: (6)
Number of returns 4,733,585 5,202,857
Amount 9,139,487 9,846,756
Sales of property other than
capital assets, net gain:
Number of returns 829,082 834,575
Amount 6,208,339 6,557,503
Sales of property other than
capital assets, net loss:
Number of returns 890,855 898,350
Amount 7,784,037 8,269,794
Pensions and annuities in AGI: (9)
Number of returns 20,473,407 21,343,646
Amount 280,650,198 304,310,714
Unemployment compensation in AGI: (10)
Number of returns 7,082,562 6,775,723
Amount 16,814,669 17,530,779
Social Security benefits in AGI: (11)
Number of returns 8,941,171 9,459,189
Amount 68,702,700 75,078,976
Rent net income: (12)
Number of returns 4,338,888 4,355,533
Amount 40,609,641 43,459,764
Rent net loss: (12)
Number of returns 4,844,805 4,616,526
Amount 28,874,232 28,341,505
Royalty net income: (13)
Number of returns 1,131,406 1,117,408
Amount 5,937,528 6,482,226
Royalty net loss: (13)
Number of returns 53,155 46,926
Amount 197,973 131,699
Partnership and S corporation
net income: (14)
Number of returns 4,031,806 4,154,776
Amount 240,836,136 269,757,830
Partnership and S corporation
net loss: (14)
Number of returns 2,152,379 2,121,841
Amount (7) 53,481,544 58,685,867
Estate or trust net income:
Number of returns 484,763 516,024
Amount 10,495,320 10,975,854
Estate or trust net loss:
Number of returns 45,412 40,071
Amount 1,031,212 1,092,143
Farm net income:
Number of returns 673,083 725,782
Amount 8,809,055 9,201,162
Farm net loss:
Number of returns 1,418,762 1,320,526
Amount (7) 16,742,833 15,444,078
Total statutory adjustments:
Number of returns (15) 21,998,366 22,659,973
Amount (15) 51,530,709 56,698,800
Individual Retirement
Arrangements: (16)
Number of returns 3,868,017 3,687,149
Amount 8,188,452 7,883,438
Student loan interest deduction:
Number of returns 3,763,742 4,136,505
Amount 1,730,768 2,254,531
Medical savings account
deduction: (17)
Number of returns 42,235 50,393
Amount 62,071 81,977
Keogh and self-employed
retirement plans:
Number of returns 1,177,487 1,264,007
Amount 11,039,683 11,928,242
Deduction for self-employment tax:
Number of returns 13,756,483 14,029,609
Amount 15,960,341 16,689,650
Self-employed health insurance: (18)
Number of returns 3,380,867 3,491,539
Amount 4,693,286 6,755,071
Exemptions:
Number of exemptions total 245,592,958 248,657,119
Amount (19) 650,347,285 669,241,317
Number of boxes checked for
taxpayers age
65 or over (19) 21,215,424 21,785,802
Primary taxpayer 15,379,481 15,760,847
Spouse 5,835,943 6,024,955
Total deductions:
Number of returns (20) 123,762,649 125,999,671
Amount (20) 1,135,917,710 1,205,337,338
Standard deductions: (21)
Number of returns 85,576,463 85,755,366
Amount 459,457,374 463,960,491
Returns with additional standard
deductions for age 65 or over or
blindness:
Number of returns 11,081,634 11,200,024
Amount 14,056,924 14,264,309
Itemized deductions:
Number of returns (22) 38,186,186 40,244,305
Amount (22) 676,460,336 741,376,847
Medical and dental expense: (23)
Number of returns 5,559,653 5,884,418
Amount 31,984,304 35,375,998
Taxes paid: (24)
Number of returns 37,576,356 39,564,240
Amount 241,782,812 265,365,133
Interest paid: (25)
Number of returns 32,023,604 33,705,780
Amount 271,624,314 291,552,907
Home mortgage interest paid:
Number of returns 31,626,715 33,267,570
Amount 254,397,139 272,148,740
Charitable contributions:
Number of returns 33,835,992 35,523,471
Amount 109,240,078 125,798,548
Taxable income: (28)
Number of returns 100,801,271 102,845,571
Amount 3,780,838,200 4,136,119,714
Income tax before credits: (27)
Number of returns 100,797,716 102,834,362
Amount 813,568,861 906,811,755
Tax credits:
Number of returns (28,29) 34,271,812 36,621,595
Total amount (28,29) 30,055,933 35,892,344
Child care credit:
Number of returns 6,128,155 6,182,193
Amount 2,660,573 2,675,147
Credit for the elderly or disabled:
Number of returns 180,473 181,813
Amount 35,689 33,629
Child tax credit: (30)
Number of returns 24,810,781 26,016,019
Amount 15,143,468 19,398,625
Education credits:
Number of returns 4,652,596 6,436,654
Amount 3,376,647 4,772,443
Foreign tax credit:
Number of returns 2,995,294 3,266,544
Amount 4,677,022 4,941,010
Investment credit: (31)
Number of returns (31) (31)
Amount (31) (31)
General business credit: (31,32)
Number of returns 272,197 287,658
Amount 732,487 783,920
Income tax after credits:
Number of returns 93,026,912 94,511,758
Amount 783,512,929 870,919,411
Total income tax: (33)
Number of returns 93,047,898 94,546,080
Amount 788,541,979 877,401,489
Minimum tax: (34)
Number of returns N/A N/A
Amount N/A N/A
Alternative minimum tax: (34)
Number of returns 853,433 1,018,063
Amount 5,014,549 6,477,697
Earned Income credit: (35)
Number of returns 19,704,707 19,258,715
Amount 31,591,789 31,901,107
Used to offset income tax
before credits:
Number of returns 5,919,232 5,352,300
Amount 2,232,025 1,918,065
Used to offset other taxes:
Number of returns 3,165,398 3,137,122
Amount 2,358,148 2,378,860
Excess earned income credit
(refundable):
Number of returns 16,279,377 16,049,812
Amount 27,001,616 27,604,182
Tax payments, total: (36)
Number of returns 117,835,317 119,809,259
Amount (36) 893,418,466 981,100,157
Income tax withheld: (37)
Number of returns 109,144,689 111,193,931
Amount 636,248,491 695,526,980
Excess Social Security tax withheld:
Number of returns 1,303,642 1,377,613
Amount 1,523,584 1,712,649
Estimated tax payments: (38)
Number of returns 13,072,121 13,169,356
Amount 177,750,952 196,915,946
Payments with requests for extension
of filing time: (39)
Number of returns 1,540,573 1,510,206
Amount 45,640,225 53,984,319
Tax due at time of filing: (36)
Number of returns 28,429,856 29,200,902
Amount 102,151,442 119,091,512
Tax overpayments, total: (36,40)
Number of returns 93,434,624 94,827,237
Amount 167,987,055 182,049,186
Overpayment refunds:
Number of returns 90,233,356 91,600,741
Amount 144,445,788 155,513,635
Item 2000p
(7)
All returns (1) 129,271,972
Form 1040 returns (1) 78,545,496
Form 1040A returns (1) 28,967,338
Form 1040EZ returns (1) 21,759,138
Form 1040PC returns (1) N/A
Electronically-filed returns (1) 40,720,273
Returns by filing status:
Joint returns 50,453,057
Returns of married persons
filing separately 2,409,240
Returns of heads of households 18,241,072
Returns of surviving spouses 64,228
Returns of single persons 58,104,376
Returns with Presidential Election
Campaign Fund checkoff: (2)
Number of returns 17,798,423
Amount 60,685
Number of boxes checked 19,865,256
Adjusted gross income (AGI) (3) 6,330,567,774
Salaries and wages:
Number of returns 110,352,158
Amount 4,494,476,409
Taxable interest received: (4)
Number of returns 68,199,841
Amount 185,331,768
Tax-exempt interest: (5)
Number of returns 4,672,118
Amount 54,170,954
Dividends in AGI: (6)
Number of returns 34,099,368
Amount 142,213,575
Business or profession net income:
Number of returns 13,280,796
Amount 236,942,304
Business or profession net loss:
Number of returns 4,293,447
Amount (7) 29,697,146
Net capital gain in AGI: (6,8)
Number of returns 22,645,480
Amount 587,626,494
Net capital loss in AGI: (6)
Number of returns 6,798,579
Amount 13,574,059
Sales of property other than
capital assets, net gain:
Number of returns 814,986
Amount 6,939,263
Sales of property other than
capital assets, net loss:
Number of returns 834,493
Amount 7,343,424
Pensions and annuities in AGI: (9)
Number of returns 22,066,981
Amount 331,461,294
Unemployment compensation in AGI: (10)
Number of returns 6,521,981
Amount 16,982,147
Social Security benefits in AGI: (11)
Number of returns 10,751,515
Amount 91,606,459
Rent net income: (12)
Number of returns 4,170,023
Amount 44,181,937
Rent net loss: (12)
Number of returns 4,439,676
Amount 28,936,676
Royalty net income: (13)
Number of returns 1,054,963
Amount 6,907,270
Royalty net loss: (13)
Number of returns 36,508
Amount 99,885
Partnership and S corporation
net income: (14)
Number of returns 3,869,934
Amount 249,988,587
Partnership and S corporation
net loss: (14)
Number of returns 1,952,001
Amount (7) 51,513,937
Estate or trust net income:
Number of returns 530,649
Amount 10,396,225
Estate or trust net loss:
Number of returns 37,461
Amount 537,264
Farm net income:
Number of returns 715,121
Amount 8,589,215
Farm net loss:
Number of returns 1,352,199
Amount (7) 16,760,298
Total statutory adjustments:
Number of returns (15) 23,047,366
Amount (15) 56,574,862
Individual Retirement
Arrangements: (16)
Number of returns 3,525,739
Amount 7,548,190
Student loan interest deduction:
Number of returns 4,491,275
Amount 2,632,659
Medical savings account
deduction: (17)
Number of returns 64,723
Amount 120,292
Keogh and self-employed
retirement plans:
Number of returns 1,259,137
Amount 11,894,221
Deduction for self-employment tax:
Number of returns 14,167,521
Amount 16,680,147
Self-employed health insurance: (18)
Number of returns 3,430,224
Amount 7,153,633
Exemptions:
Number of exemptions total 252,189,003
Amount (19) 689,885,037
Number of boxes checked for
taxpayers age
65 or over (19) 22,719,063
Primary taxpayer 16,304,822
Spouse 6,414,241
Total deductions:
Number of returns (20) 128,206,215
Amount (20) 1,269,956,994
Standard deductions: (21)
Number of returns 85,718,688
Amount 457,235,898
Returns with additional standard
deductions for age 65 or over or
blindness:
Number of returns 11,470,111
Amount 14,922,635
Itemized deductions:
Number of returns (22) 42,487,527
Amount (22) 797,798,460
Medical and dental expense: (23)
Number of returns 6,469,593
Amount 38,869,303
Taxes paid: (24)
Number of returns 41,793,893
Amount 289,582,388
Interest paid: (25)
Number of returns 35,337,975
Amount 311,252,944
Home mortgage interest paid:
Number of returns 34,858,384
Amount 295,686,027
Charitable contributions:
Number of returns 37,575,535
Amount 133,605,239
Taxable income: (28)
Number of returns 105,374,598
Amount 4,519,173,414
Income tax before credits: (27)
Number of returns 105,391,837
Amount 1,012,803,135
Tax credits:
Number of returns (28,29) 37,782,106
Total amount (28,29) 36,650,391
Child care credit:
Number of returns 6,368,617
Amount 2,791,220
Credit for the elderly or disabled:
Number of returns 154,567
Amount 32,457
Child tax credit: (30)
Number of returns 24,436,950
Amount 19,701,742
Education credits:
Number of returns 6,859,479
Amount 4,885,383
Foreign tax credit:
Number of returns 3,912,651
Amount 5,042,081
Investment credit: (31)
Number of returns (31)
Amount (31)
General business credit: (31,32)
Number of returns 257,275
Amount 640,127
Income tax after credits:
Number of returns 96,906,847
Amount 976,152,743
Total income tax: (33)
Number of returns 96,908,706
Amount 976,312,472
Minimum tax: (34)
Number of returns N/A
Amount N/A
Alternative minimum tax: (34)
Number of returns 1,295,319
Amount 8,864,822
Earned Income credit: (35)
Number of returns 19,362,539
Amount 32,529,362
Used to offset income tax
before credits:
Number of returns 5,438,684
Amount 1,975,694
Used to offset other taxes:
Number of returns 3,161,211
Amount 2,528,423
Excess earned income credit
(refundable):
Number of returns 16,215,143
Amount 28,025,244
Tax payments, total: (36)
Number of returns 122,348,164
Amount (36) 1,050,967,107
Income tax withheld: (37)
Number of returns 114,065,398
Amount 775,878,157
Excess Social Security tax withheld:
Number of returns 1,638,690
Amount 2,196,606
Estimated tax payments: (38)
Number of returns 13,304,706
Amount 209,427,458
Payments with requests for extension
of filing time: (39)
Number of returns 1,019,913
Amount 29,502,640
Tax due at time of filing: (36)
Number of returns 30,474,110
Amount 153,049,317
Tax overpayments, total: (36,40)
Number of returns 96,039,862
Amount 186,381,469
Overpayment refunds:
Number of returns 93,316,780
Amount 166,641,759
See notes at end of this section.
Table 2–Individual Income and Tax Data, by State and Size of Adjusted
Gross Income, Tax Year 2000
[Money amounts are in thousands of dollars]Size of
adjusted
gross income
State and item All returns Under
$20,000 (1)
(1) (2)
Number of returns 130,122,204 51,089,630
Number of joint returns 50,617,716 6,931,792
Number with paid preparer’s signature 70,726,315 25,945,556
Number of exemptions (3) 258,894,934 73,896,105
Adjusted gross income (AGI) (4) 6,307,009,049 414,518,556
Salaries and wages in AGI: (5) Number 110,528,540 40,187,530
Amount 4,444,134,480 381,410,050
Taxable interest: Number 67,933,560 16,390,942
Amount 195,501,551 24,600,932
Tax-exempt interest: (6) Number 4,640,620 516,674
Amount 57,044,922 2,589,716
Dividends: Number 34,099,783 7,239,783
Amount 144,673,140 10,029,947
Business or profession net
income (less loss):
Number 17,789,908 5,724,481
Amount 213,933,271 17,863,635
Number of farm returns 2,071,623 582,654
Net capital gain (less loss) 29,562,770 6,350,537
in AGI: Number
Amount 589,240,611 15,501,756
Taxable Individual Retirement
Arrangements distributions: Number 8,719,689 1,820,005
Amount 101,696,806 7,964,127
Pensions and annuities in AGI: Number 21,501,685 5,710,402
Amount 323,240,500 41,099,507
Social Security benefits in 10,419,593 223,881
AGI: Number
Amount 89,302,130 652,615
Total statutory adjustments: Number 23,083,431 6,243,115
Amount 58,523,804 6,492,585
Self-employment retirement
plans: (6) Number 1,260,870 43,223
Amount 12,492,111 114,233
Total itemized deductions: (7) Number 42,975,975 3,142,406
Amount 835,174,245 43,840,181
Medical and dental expense: Number 6,788,663 1,701,722
Amount 46,192,731 15,130,492
Taxes paid: Number 42,481,621 2,919,726
Amount 298,201,780 7,759,943
Interest paid: Number 35,666,752 1,962,488
Amount 327,775,231 15,065,765
Contributions: Number 37,678,477 2,003,100
Amount 136,654,153 2,894,258
Taxable income: Number 105,581,708 27,256,203
Amount 4,510,367,610 130,112,811
Total tax credits: (8) Number 35,916,507 5,287,203
Amount 35,660,800 2,119,760
Child care credit: Number 6,080,607 462,845
Amount 2,681,101 164,171
Earned income credit: (9) Number 19,166,053 14,591,330
Amount 31,773,221 27,308,021
Excess earned income credit
(refundable): (10)
Number 15,928,874 13,203,498
Amount 27,267,688 24,455,962
Income tax: (11) Number 100,390,900 24,283,314
Amount 980,064,221 17,404,549
Total tax liability: (12) Number 104,886,963 28,115,903
Amount 1,019,928,541 23,178,228
Tax due at time of filing: (13) Number 30,087,251 7,826,507
Amount 134,008,597 4,287,091
Overpayments: (14) Number 93,639,484 39,761,036
Amount 168,962,487 48,791,268
ALABAMA
Number of returns 1,904,150 851,975
Number of joint returns 772,772 132,243
Number with paid preparer’s signature 1,125,294 484,050
Number of exemptions (3) 3,943,465 1,396,067
Adjusted gross income (AGI) (4) 72,590,665 7,736,776
Salaries and wages in AGI: (5) Number 1,654,590 709,787
Amount 53,669,279 6,941,216
Taxable interest: Number 819,042 202,228
Amount 2,291,648 327,027
Tax-exempt interest: (6) Number 38,073 4,035
Amount 508,159 16,728
Dividends: Number 344,337 69,432
Amount 1,301,348 89,458
Business or profession net
income (less loss):
Number 251,186 94,334
Amount 2,033,417 245,841
Number of farm returns 51,896 13,357
Net capital gain (less loss) in 279,095 57,393
AGI: Number
Amount 4,220,524 147,570
Taxable Individual Retirement
Arrangements distributions: Number 101,031 23,009
Amount 1,082,285 102,130
Pensions and annuities in AGI: Number 327,230 93,623
Amount 4,847,839 703,489
Social Security benefits in
AGI: Number 136,132 2,653
Amount 1,090,830 11,100
Total statutory adjustments: Number 295,084 93,784
Amount 589,013 81,461
Self-employment retirement
plans: (6) Number 9,205 311
Amount 92,221 695
Total itemized deductions: (7) Number 556,281 49,129
Amount 8,834,788 638,918
Medical and dental expense: Number 139,129 34,960
Amount 700,109 277,721
Taxes paid: Number 554,316 46,777
Amount 2,030,899 56,583
Interest paid: Number 468,164 31,852
Amount 3,452,849 187,894
Contributions: Number 505,351 37,136
Amount 2,021,578 70,017
Taxable income: Number 1,465,305 421,174
Amount 48,149,367 1,905,865
Total tax credits: (8) Number 536,810 107,877
Amount 430,440 42,142
Child care credit: Number 96,121 9,965
Amount 40,238 3,650
Earned income credit: (9) Number 442,954 350,168
Amount 818,625 725,688
Excess earned income credit
(refundable): (10)
Number 386,003 329,530
Amount 727,572 668,367
Income tax: (11) Number 1,361,898 352,170
Amount 9,475,713 243,468
Total tax liability: (12) Number 1,438,106 419,645
Amount 9,930,118 327,118
Tax due at time of filing: (13) Number 366,714 95,501
Amount 1,192,069 51,129
Overpayments: (14) Number 1,466,677 715,751
Amount 2,694,067 1,133,715
ALASKA
Number of returns 328,747 137,383
Number of joint returns 115,510 9,750
Number with paid preparer’s signature 154,440 57,408
Number of exemptions (3) 627,108 165,031
Adjusted gross income (AGI) (4) 13,964,092 957,722
Salaries and wages in AGI: (5) Number 259,764 86,518
Amount 9,664,135 688,098
Taxable interest: Number 174,380 48,963
Amount 322,731 31,445
Tax-exempt interest: (6) Number 8,500 1,114
Amount 63,074 4,582
Dividends: Number 93,502 27,573
Amount 255,374 24,717
Business or profession net
income (less loss):
Number 54,870 14,688
Amount 579,077 8,792
Number of farm returns 1,255 241
Net capital gain (less loss) 72,351 18,068
in AGI: Number
Amount 789,914 35,570
Taxable Individual Retirement
Arrangements distributions: Number 14,266 1,434
Amount 179,111 6,558
Pensions and annuities in AGI: Number 43,548 6,177
Amount 874,182 45,195
Social Security benefits in 17,261 419
AGI: Number
Amount 142,672 1,350
Total statutory adjustments: Number 64,039 15,389
Amount 153,110 13,679
Self-employment retirement 3,914 159
plans: (6) Number
Amount 33,465 373
Total itemized deductions: (7) Number 81,693 4,060
Amount 1,256,846 62,690
Medical and dental expense: Number 10,848 2,240
Amount 63,236 13,870
Taxes paid: Number 77,822 3,286
Amount 219,989 18,834
Interest paid: Number 74,846 3,004
Amount 681,491 21,587
Contributions: Number 68,099 2,185
Amount 224,908 3,491
Taxable income: Number 294,351 104,220
Amount 10,266,791 399,651
Total tax credits: (8) Number 96,730 16,602
Amount 82,118 5,879
Child care credit: Number 14,356 707
Amount 6,052 201
Earned income credit: (9) Number 30,200 21,539
Amount 39,756 31,588
Excess earned income credit
(refundable): (10)
Number 23,635 18,701
Amount 32,379 27,538
Income tax: (11) Number 284,438 99,037
Amount 2,063,808 56,246
Total tax liability: (12) Number 292,051 105,147
Amount 2,173,006 66,840
Tax due at time of filing: (13) Number 128,819 62,360
Amount 278,839 22,106
Overpayments: (14) Number 184,501 66,571
Amount 311,311 69,942
ARIZONA
Number of returns 2,152,615 815,291
Number of joint returns 877,841 127,783
Number with paid preparer’s signature 1,178,537 418,216
Number of exemptions (3) 4,454,927 1,276,588
Adjusted gross income (AGI) (4) 98,821,479 7,051,898
Salaries and wages in AGI: (5) Number 1,815,436 654,438
Amount 68,630,080 6,614,651
Taxable interest: Number 1,039,427 234,408
Amount 3,122,456 386,586
Tax-exempt interest: (6) Number 86,811 10,676
Amount 1,027,144 53,762
Dividends: Number 562,837 115,558
Amount 2,422,650 190,245
Business or profession net
income (less loss):
Number 286,384 89,040
Amount 2,934,349 221,031
Number of farm returns 8,298 2,179
Net capital gain (less loss)
in AGI: Number 493,725 103,426
Amount 8,412,915 222,627
Taxable Individual Retirement
Arrangements distributions: Number 158,890 31,421
Amount 2,067,651 148,303
Pensions and annuities in AGI: Number 398,994 98,476
Amount 6,382,770 741,950
Social Security benefits in AGI: Number 203,377 4,099
Amount 1,724,501 10,178
Total statutory adjustments: Number 378,059 95,313
Amount 914,331 102,771
Self-employment retirement
plans: (6) Number 17,343 832
Amount 163,891 2,217
Total itemized deductions: (7) Number 789,567 66,421
Amount 14,402,226 1,046,823
Medical and dental expense: Number 175,638 44,535
Amount 1,063,377 427,498
Taxes paid: Number 786,090 63,757
Amount 3,991,757 110,723
Interest paid: Number 700,892 50,513
Amount 6,529,495 391,644
Contributions: Number 696,756 46,129
Amount 2,115,208 59,055
Taxable income: Number 1,766,133 445,007
Amount 68,540,249 2,183,944
Total tax credits: (8) Number 626,520 96,234
Amount 552,284 38,648
Child care credit: Number 98,732 7,020
Amount 41,685 2,403
Earned income credit: (9) Number 335,315 248,191
Amount 562,941 473,465
Excess earned income credit
(refundable): (10)
Number 281,927 225,258
Amount 491,863 431,347
Income tax: (11) Number
Amount 1,664,212 391,135
Total tax liability: (12) Number 14,165,242 288,625
Amount 1,731,837 446,669
Tax due at time of filing: (13) Number 14,734,681 368,731
Amount 541,731 127,126
Overpayments: (14) Number 2,093,130 64,657
Amount 1,505,204 631,779
Amount : 2,664,476 806,071
ARKANSAS
Number of returns 1,118,468 514,262
Number of joint returns 490,592 100,155
Number with paid preparer’s signature 690,387 306,877
Number of exemptions (3) 2,314,698 841,815
Adjusted gross income (AGI) (4) 39,706,308 4,616,512
Salaries and wages in AGI: (5) Number 957,670 423,811
Amount 28,541,337 4,105,447
Taxable interest: Number 482,012 132,817
Amount 1,457,538 233,338
Tax-exempt interest: (6) Number 23,630 2,872
Amount 232,775 12,170
Dividends: Number 209,751 47,397
Amount 1,040,068 57,130
Business or profession net
income (less loss):
Number 165,371 66,517
Amount 1,390,744 194,266
Number of farm returns 48,592 16,034
Net capital gain (less loss) in
AGI: Number 180,281 42,022
Amount 2,339,335 96,722
Taxable Individual Retirement
Arrangements distributions: Number 65,071 16,103
Amount 689,852 73,238
Pensions and annuities in AGI: Number 180,163 54,365
Amount 2,443,073 379,173
Social Security benefits in
AGI: Number 86,606 1,625
Amount 671,190 4,790
Total statutory adjustments: Number 195,443 66,012
Amount 347,813 55,617
Self-employment retirement
plans: (6) Number 4,491 194
Amount 40,097 418
Total itemized deductions: (7) Number 267,797 23,510
Amount 4,317,731 271,475
Medical and dental expense: Number 63,602 16,473
Amount 334,270 100,151
Taxes paid: Number 266,424 22,239
Amount 1,350,166 31,001
Interest paid: Number 216,307 14,639
Amount 1,429,026 84,295
Contributions: Number 226,955 15,925
Amount 972,444 32,575
Taxable income: Number 853,167 253,646
Amount 26,041,915 1,168,382
Total tax credits: (8) Number 298,527 56,008
Amount 237,765 21,178
Child care credit: Number 51,304 4,961
Amount 20,144 1,694
Earned income credit: (9) Number 248,838 192,846
Amount 439,734 383,429
Excess earned income credit
(refundable): (10)
Number 212,124 178,378
Amount 384,763 348,988
Income tax: (11) Number 796,309 218,346
Amount 5,087,100 153,797
Total tax liability: (12) Number 848,331 264,189
Amount 5,374,497 213,008
Tax due at time of filing: (13) Number 230,433 64,920
Amount 705,294 37,165
Overpayments: (14) Number 840,400 421,027
Amount 1,445,150 605,040
CALIFORNIA
Number of returns 14,866,950 5,579,381
Number of joint returns 5,611,272 818,290
Number with paid preparer’s signature 8,813,301 3,063,555
Number of exemptions (3) 30,835,437 8,861,254
Adjusted gross income (AGI) (4) 864,644,512 41,791,442
Salaries and wages in AGI: (5) Number 12,505,237 4,371,627
Amount 584,650,277 43,376,212
Taxable interest: Number 7,568,009 1,561,132
Amount 25,171,714 2,707,611
Tax-exempt interest: (6) Number 570,869 57,456
Amount 8,032,384 349,153
Dividends: Number 3,909,981 740,375
Amount 18,760,934 1,226,239
Business or profession net
income (less loss):
Number 2,378,263 789,684
Amount 38,821,651 2,841,843
Number of farm returns 75,857 18,223
Net capital gain (less loss)
in AGI: Number 3,503,348 665,693
Amount 111,831,241 1,967,641
Taxable Individual Retirement
Arrangements distributions: Number 889,957 157,617
Amount 11,818,303 791,097
Pensions and annuities in AGI: Number 2,116,822 495,661
Amount 35,224,632 3,810,535
Social Security benefits in AGI: Number 1,157,534 24,700
Amount 10,206,036 103,656
Total statutory adjustments: Number 2,868,532 817,551
Amount 9,395,881 979,225
Self-employment retirement
plans: (6) Number 225,839 8,578
Amount 2,489,100 24,663
Total itemized deductions: (7) Number 5,569,036 426,844
Amount 145,088,054 7,629,129
Medical and dental expense: Number 816,109 211,060
Amount 5,895,035 2,100,834
Taxes paid: Number 5,551,659 411,125
Amount 55,991,717 1,392,946
Interest paid: Number 4,579,303 313,571
Amount 60,659,754 3,286,948
Contributions: Number 4,936,368 265,990
Amount 19,705,344 340,290
Taxable income: Number 12,043,727 2,896,413
Amount 621,325,768 13,900,445
Total tax credits: (8) Number 4,266,442 657,519
Amount 4,092,327 257,207
Child care credit: Number 774,406 41,423
Amount 385,560 16,484
Earned income credit: (9) Number 2,265,569 1,728,677
Amount 3,777,915 3,243,025
Excess earned income credit
(refundable): (10)
Number 1,868,294 1,530,250
Amount 3,198,648 2,844,930
Income tax: (11) Number 11,344,128 2,528,551
Amount 146,453,548 1,841,197
Total tax liability: (12) Number 11,973,190 3,046,828
Amount 152,735,293 2,669,440
Tax due at time of filing: (13) Number 3,763,860 935,999
Amount 23,965,924 570,720
Overpayments: (14) Number 10,304,969 4,220,040
Amount 20,497,378 5,303,144
COLORADO
Number of returns 2,096,280 740,182
Number of joint returns 826,754 85,516
Number with paid preparer’s signature 1,077,171 351,065
Number of exemptions (3) 4,045,922 953,765
Adjusted gross income (AGI) (4) 112,909,487 5,733,571
Salaries and wages in AGI: (5) Number 1,798,899 585,996
Amount 77,294,282 5,410,770
Taxable interest: Number 1,170,459 266,554
Amount 3,171,912 323,021
Tax-exempt interest: (6) Number 82,383 9,200
Amount 855,332 41,579
Dividends: Number 636,620 134,478
Amount 2,505,211 171,015
Business or profession net
income (less loss):
Number 337,825 90,346
Amount 4,134,013 254,615
Number of farm returns 32,954 9,711
Net capital gain (less loss) in
AGI: Number 574,116 123,406
Amount 12,780,292 295,733
Taxable Individual Retirement
Arrangements distributions: Number 140,917 24,170
Amount 1,635,541 110,634
Pensions and annuities in AGI: Number 330,108 70,807
Amount 5,332,068 511,509
Social Security benefits in
AGI: Number 148,064 2,719
Amount 1,267,044 7,425
Total statutory adjustments: Number 457,721 102,042
Amount 1,205,748 109,215
Self-employment retirement
plans: (6) Number 27,285 1,036
Amount 239,214 2,445
Total itemized deductions: (7) Number 824,693 53,934
Amount 16,007,030 725,026
Medical and dental expense: Number 115,679 29,345
Amount 744,008 175,140
Taxes paid: Number 819,824 51,193
Amount 4,719,170 94,727
Interest paid: Number 745,547 41,207
Amount 7,778,947 359,146
Contributions: Number 705,208 33,159
Amount 2,392,524 42,085
Taxable income: Number 1,765,167 421,427
Amount 82,748,904 2,072,096
Total tax credits: (8) Number 588,462 74,920
Amount 530,470 29,890
Child care credit: Number 100,167 6,031
Amount 42,304 2,097
Earned income credit: (9) Number 222,907 164,427
Amount 329,852 274,164
Excess earned income credit
(refundable): (10)
Number 177,569 143,766
Amount 275,360 241,176
Income tax: (11) Number 1,694,815 383,791
Amount 18,242,584 279,288
Total tax liability: (12) Number 1,757,816 434,722
Amount 19,004,631 362,547
Tax due at time of filing: (13) Number 589,785 142,733
Amount 2,848,940 76,804
Overpayments: (14) Number 1,399,605 541,009
Amount 2,393,751 542,833
CONNECTICUT
Number of returns 1,671,688 547,737
Number of joint returns 644,533 48,446
Number of joint returns 892,632 266,157
Number of exemptions (3) 3,190,076 663,827
Adjusted gross income (AGI) (4) 117,733,713 4,096,804
Salaries and wages in AGI: (5) Number 1,390,351 398,932
Amount 79,999,918 3,492,446
Taxable interest: Number 1,112,275 237,785
Amount 3,424,022 335,752
Tax-exempt interest: (6) Number 100,695 10,765
Amount 1,423,418 40,212
Dividends: Number 622,976 132,034
Amount 3,184,709 181,563
Business or profession net
income (less loss):
Number 220,694 47,344
Amount 4,233,488 147,866
Number of farm returns 3,141 659
Net capital gain (less loss) in
AGI: Number 534,522 114,633
Amount 14,547,444 289,104
Taxable Individual Retirement
Arrangements distributions: Number 144,947 29,375
Amount 1,694,131 123,926
Pensions and annuities in AGI: Number 296,891 71,558
Amount 4,689,630 496,127
Social Security benefits in
AGI: Number 166,310 3,447
Amount 1,551,101 7,274
Total statutory adjustments: Number 314,872 58,052
Amount 1,226,489 67,933
Self-employment retirement
plans: (6) Number 31,409 742
Amount 343,517 2,072
Total itemized deductions: (7) Number 687,708 35,509
Amount 15,699,773 534,801
Medical and dental expense: Number 85,071 20,991
Amount 641,935 158,757
Taxes paid: Number 686,964 34,003
Amount 7,219,461 156,477
Interest paid: Number 577,062 22,196
Amount 5,871,556 169,251
Contributions: Number 630,213 24,697
Amount 2,356,831 26,186
Taxable income: Number 1,442,193 326,409
Amount 91,071,378 1,550,242
Total tax credits: (8) Number 449,478 48,516
Amount 470,195 19,142
Child care credit: Number 74,135 3,269
Amount 33,323 1,144
Earned income credit: (9) Number 143,136 106,801
Amount 213,841 179,797
Excess earned income credit
(refundable): (10)
Number 114,408 94,855
Amount 182,003 162,253
Income tax: (11) Number 1,402,711 302,908
Amount 22,681,848 214,927
Total tax liability: (12) Number 1,435,761 329,363
Amount 23,435,787 265,847
Tax due at time of filing: (13) Number 452,759 114,505
Amount 2,867,229 60,753
Overpayments: (14) Number 1,129,234 391,317
Amount 2,290,462 399,450
Amount
DELAWARE
Number of returns 378,169 134,744
Number of joint returns 142,222 13,094
Number with paid preparer’s signature 187,382 60,404
Number of exemptions (3) 729,243 179,396
Adjusted gross income (AGI) (4) 18,646,960 1,218,806
Salaries and wages in AGI: (5) Number 327,811 110,122
Amount 13,391,081 1,078,134
Taxable interest: Number 203,698 43,694
Amount 467,038 54,755
Tax-exempt interest: (6) Number 15,212 1,277
Amount 185,399 3,530
Dividends: Number 109,609 20,916
Amount 607,118 26,769
Business or profession net
income (less loss):
Number 39,124 9,653
Amount 352,391 53,944
Number of farm returns 2,619 720
Net capital gain (less loss) in
AGI: Number 86,282 16,344
Amount 1,320,347 26,449
Taxable Individual Retirement
Arrangements distributions: Number 27,601 4,797
Amount 312,238 19,419
Pensions and annuities in AGI: Number 76,916 17,589
Amount 1,227,072 132,375
Social Security benefits
in AGI: Number 36,517 688
Amount 325,580 1,575
Total statutory adjustments: Number 53,286 11,016
Amount 131,094 12,359
Self-employment retirement plans:
(6) Number 2,901 85
Amount 26,150 197
Total itemized deductions: (7) Number 136,867 6,807
Amount 2,388,675 78,353
Medical and dental expense: Number 15,695 3,637
Amount 110,532 25,138
Taxes paid: Number 138,697 6,375
Amount 772,701 8,392
Interest paid: Number 122,280 5,029
Amount 1,036,135 32,993
Contributions: Number 124,232 4,830
Amount 399,200 6,608
Taxable income: Number 320,487 78,459
Amount 13,335,849 384,565
Total tax credits: (8) Number 105,545 13,867
Amount 90,047 5,804
Child care credit: Number 22,739 1,899
Amount 10,158 649
Earned income credit: (9) Number 48,451 35,641
Amount 78,760 66,373
Excess earned income credit
(refundable): (10)
Number 40,329 32,917
Amount 69,037 61,279
Income tax: (11) Number 307,402 70,632
Amount 2,794,052 51,861
Total tax liability: (12) Number 314,601 76,625
Amount 2,880,609 61,238
Tax due at time of filing: (13) Number 91,315 19,605
Amount 327,448 9,803
Overpayments: (14) Number 273,044 108,797
Amount 456,638 124,445
DISTRICT OF COLUMBIA
Number of returns 279,246 99,504
Number of joint returns 43,504 4,483
Number with paid preparer’s signature 130,740 47,326
Number of exemptions (3) 462,621 155,012
Adjusted gross income (AGI) (4) 16,270,673 889,195
Salaries and wages in AGI: (5) Number 235,539 78,896
Amount 10,442,737 811,722
Taxable interest: Number 123,314 22,426
Amount 397,281 24,924
Tax-exempt interest: (6) Number 13,235 877
Amount 222,746 4,432
Dividends: Number 67,551 9,741
Amount 525,235 16,175
Business or profession net
income (less loss):
Number 34,900 11,235
Amount 586,184 34,589
Number of farm returns 285 27
Net capital gain (less loss) in
AGI: Number 57,792 7,868
Amount 2,167,697 108,420
Taxable Individual Retirement
Arrangements distributions: Number 13,167 1,584
Amount 140,456 6,632
Pensions and annuities in AGI: Number 47,240 12,069
Amount 1,079,745 126,833
Social Security benefits in AGI: Number 17,482 443
Amount 135,743 1,712
Total statutory adjustments: Number 48,639 12,498
Amount 191,077 11,415
Self-employment retirement
plans: (6) Number 5,103 125
Amount 75,526 435
Total itemized deductions: (7) Number 107,435 8,083
Amount 2,651,268 96,610
Medical and dental expense: Number 22,737 4,469
Amount 139,488 28,618
Taxes paid: Number 106,529 7,574
Amount 1,077,681 11,766
Interest paid: Number 70,114 4,192
Amount 784,793 30,958
Contributions: Number 96,752 6,149
Amount 582,099 12,500
Taxable income: Number 232,639 54,437
Amount 12,003,863 278,663
Total tax credits: (8) Number 72,172 16,294
Amount 80,809 7,607
Child care credit: Number 14,347 2,093
Amount 7,556 845
Earned income credit: (9) Number 51,439 39,259
Amount 84,094 71,897
Excess earned income credit
(refundable): (10)
Number 44,501 36,570
Amount 74,402 66,073
Income tax: (11) Number 216,082 44,781
Amount 2,838,570 34,521
Total tax liability: (12) Number 223,969 51,735
Amount 2,962,333 44,397
Tax due at time of filing: (13) Number 64,456 13,577
Amount 316,212 8,624
Overpayments: (14) Number 201,922 80,132
Amount 405,956 118,857
FLORIDA
Number of returns 7,498,544 3,150,548
Number of joint returns 2,810,314 463,606
Number with paid preparer’s signature 4,060,070 1,660,914
Number of exemptions (3) 14,330,730 4,710,526
Adjusted gross income (AGI) (4) 348,609,376 26,290,870
Salaries and wages in AGI: (5) Number 6,102,418 2,451,087
Amount 214,737,849 24,281,402
Taxable interest: Number 3,569,054 912,312
Amount 15,374,869 1,795,716
Tax-exempt interest: (6) Number 315,313 37,465
Amount 6,263,539 331,299
Dividends: Number 1,973,470 441,195
Amount 11,892,958 857,412
Business or profession net
income (less loss):
Number 1,051,854 437,745
Amount 10,589,362 1,626,059
Number of farm returns 39,322 9,482
Net capital gain (less loss)
in AGI: Number 1,738,563 383,499
Amount 42,852,708 928,630
Taxable Individual Retirement
Arrangements distributions: Number 593,445 124,886
Amount 8,494,558 585,662
Pensions and annuities in AGI: Number 1,406,942 370,022
Amount 23,200,840 2,675,689
Social Security benefits in AGI: Number 814,201 17,906
Amount 7,217,105 56,449
Total statutory adjustments: Number 1,344,420 449,457
Amount 3,073,386 437,450
Self-employment retirement
plans: (6) Number 43,073 2,161
Amount 401,414 6,195
Total itemized deductions: (7) Number 2,051,555 225,245
Amount 36,715,923 2,969,271
Medical and dental expense: Number 497,147 126,631
Amount 3,299,546 822,976
Taxes paid: Number 1,920,362 190,168
Amount 6,665,979 447,555
Interest paid: Number 1,764,605 166,560
Amount 17,046,934 1,232,303
Contributions: Number 1,772,749 151,349
Amount 7,284,784 200,087
Taxable income: Number 5,980,061 1,672,996
Amount 255,832,415 8,179,709
Total tax credits: (8) Number 1,909,173 345,681
Amount 1,671,410 141,042
Child care credit: Number 366,800 34,478
Amount 159,940 12,179
Earned income credit: (9) Number 1,316,856 1,028,096
Amount 2,181,077 1,896,828
Excess earned income credit
(refundable): (10)
Number 1,085,617 913,503
Amount 1,849,381 1,671,450
Income tax: (11) Number 5,658,839 1,471,719
Amount 56,617,649 1,087,095
Total tax liability: (12) Number 5,982,639 1,761,511
Amount 58,498,165 1,496,278
Tax due at time of filing: (13) Number 1,763,358 446,058
Amount 8,442,995 262,369
Overpayments: (14) Number 5,317,613 2,487,318
Amount 9,620,242 3,367,569
GEORGIA
Number of returns 3,636,926 1,440,365
Number of joint returns 1,358,851 172,410
Number with paid preparer’s signature 2,026,942 805,345
Number of exemptions (3) 7,423,745 2,253,171
Adjusted gross income (AGI) (4) 168,486,150 12,586,958
Salaries and wages in AGI: (5) Number 3,218,242 1,205,545
Amount 125,107,904 11,827,813
Taxable interest: Number 1,558,688 322,584
Amount 4,099,029 481,652
Tax-exempt interest: (6) Number 81,044 7,718
Amount 923,126 34,012
Dividends: Number 800,241 143,000
Amount 3,282,934 194,608
Business or profession net
income (less loss):
Number 504,672 171,670
Amount 4,942,051 502,694
Number of farm returns 49,972 12,212
Net capital gain (less loss)
in AGI: Number 650,291 120,068
Amount 12,651,440 358,526
Taxable Individual Retirement Arrangements
distributions: Number 185,532 32,988
Amount 2,214,237 148,089
Pensions and annuities in AGI: Number 538,102 124,460
Amount 8,036,710 884,091
Social Security benefits in AGI: Number 222,194 4,537
Amount 1,855,877 13,503
Total statutory adjustments: Number 621,349 172,615
Amount 1,430,015 158,893
Self-employment retirement
plans: (6) Number 28,453 1,001
Amount 283,190 2,597
Total itemized deductions: (7) Number 1,312,517 88,756
Amount 24,834,721 1,190,461
Medical and dental expense: Number 219,950 46,670
Amount 1,167,574 362,184
Taxes paid: Number 1,313,779 86,334
Amount 8,030,986 160,713
Interest paid: Number 1,143,303 64,090
Amount 10,159,912 468,865
Contributions: Number 1,165,412 62,359
Amount 4,680,605 109,191
Taxable income: Number 2,910,993 733,839
Amount 116,236,375 3,434,178
Total tax credits: (8) Number 1,027,031 178,503
Amount 869,947 71,259
Child care credit: Number 202,907 18,789
Amount 87,709 6,731
Earned income credit: (9) Number 717,138 548,668
Amount 1,270,584 1,101,945
Excess earned income credit
(refundable): (10)
Number 612,069 510,407
Amount 1,114,640 1,007,827
Income tax: (11) Number 2,731,645 622,961
Amount 24,692,527 449,932
Total tax liability: (12) Number 2,864,408 737,489
Amount 25,703,304 608,896
Tax due at time of filing: (13) Number 794,926 187,822
Amount 3,485,342 113,897
Overpayments: (14) Number 2,713,921 1,183,291
Amount 5,086,473 1,754,821
HAWAII
Number of returns 572,178 222,194
Number of joint returns 224,243 31,332
Number with paid preparer’s signature 309,797 110,187
Number of exemptions (3) 1,110,699 304,401
Adjusted gross income (AGI) (4) 23,929,238 1,688,249
Salaries and wages in AGI: (5) Number 475,469 170,516
Amount 16,772,207 1,672,608
Taxable interest: Number 367,098 98,150
Amount 724,088 99,516
Tax-exempt interest: (6) Number 21,951 2,621
Amount 165,270 9,247
Dividends: Number 161,773 33,979
Amount 559,918 42,780
Business or profession net
income (less loss):
Number 82,237 25,546
Amount 913,144 51,290
Number of farm returns 6,090 2,000
Net capital gain (less loss) in
AGI: Number 139,766 29,446
Amount 1,741,105 68,997
Taxable Individual Retirement
Arrangements distributions: Number 45,284 7,893
Amount 468,198 33,948
Pensions and annuities in AGI: Number 106,812 25,994
Amount 1,967,288 203,135
Social Security benefits in AGI: Number 52,945 1,167
Amount 468,544 3,693
Total statutory adjustments: Number 98,647 28,278
Amount 262,851 45,147
Self-employment retirement
plans: (6) Number 6,284 347
Amount 56,770 672
Total itemized deductions: (7) Number 193,181 15,605
Amount 3,788,472 198,240
Medical and dental expense: Number 32,520 8,708
Amount 166,854 45,735
Taxes paid: Number 192,037 14,776
Amount 1,072,340 23,378
Interest paid: Number 149,226 9,587
Amount 1,877,484 96,534
Contributions: Number 173,238 10,529
Amount 445,856 14,447
Taxable income: Number 468,093 122,623
Amount 16,093,155 626,982
Total tax credits: (8) Number 155,514 20,916
Amount 137,282 8,279
Child care credit: Number 28,374 1,490
Amount 10,330 451
Earned income credit: (9) Number
Amount 67,500 51,367
Excess earned income credit
(refundable): (10) 94,456 79,568
Number 54,444 44,385
Amount 80,397 70,604
Income tax: (11) Number 446,616 112,247
Amount 3,123,547 85,422
Total tax liability: (12) Number 464,713 127,132
Amount 3,281,126 107,842
Tax due at time of filing: (13) Number 138,572 34,358
Amount 409,626 18,000
Overpayments: (14) Number 399,032 169,763
Amount 618,342 171,579
IDAHO
Number of returns 559,316 232,238
Number of joint returns 267,690 44,250
Number with paid preparer’s signature 308,569 114,860
Number of exemptions (3) 1,202,268 334,478
Adjusted gross income (AGI) (4) 22,571,641 1,708,289
Salaries and wages in AGI: (5) Number 476,122 187,128
Amount 15,864,888 1,742,437
Taxable interest: Number 294,434 82,579
Amount 787,963 127,389
Tax-exempt interest: (6) Number 17,008 2,480
Amount 142,439 9,392
Dividends: Number 134,351 32,863
Amount 463,083 40,883
Business or profession net
income (less loss):
Number 94,984 30,234
Amount 802,224 63,299
Number of farm returns 23,506 7,338
Net capital gain (less loss)
in AGI: Number 131,583 32,917
Amount 2,119,616 100,646
Taxable Individual Retirement
Arrangements distributions: Number 37,107 8,574
Amount 390,087 38,799
Pensions and annuities in AGI: Number 89,552 25,532
Amount 1,240,087 185,830
Social Security benefits in AGI: Number 41,504 815
Amount 323,953 2,144
Total statutory adjustments: Number 116,562 31,935
Amount 243,116 31,344
Self-employment retirement
plans: (6) Number 4,419 191
Amount 39,752 735
Total itemized deductions: (7) Number 199,631 18,294
Amount 3,537,701 342,832
Medical and dental expense: Number 42,322 11,658
Amount 304,161 161,623
Taxes paid: Number 198,179 17,179
Amount 1,163,912 57,967
Interest paid: Number 174,260 13,418
Amount 1,371,253 91,257
Contributions: Number 165,413 11,244
Amount 607,742 18,965
Taxable income: Number 446,739 124,329
Amount 14,961,748 575,482
Total tax credits: (8) Number 165,573 21,100
Amount 154,409 8,262
Child care credit: Number 27,505 2,095
Amount 10,388 677
Earned income credit: (9) Number 81,278 58,525
Amount 129,632 107,780
Excess earned income credit
(refundable): (10)
Number 66,475 52,196
Amount 108,635 94,511
Income tax: (11) Number 419,960 112,632
Amount 2,922,067 77,353
Total tax liability: (12) Number 444,566 131,657
Amount 3,092,132 104,035
Tax due at time of filing: (13) Number
Amount 141,689 40,021
Overpayments: (14) Number 555,747 20,677
Amount 389,812 175,718
Amount 594,718 183,815
ILLINOIS
Number of returns 5,786,972 2,125,843
Number of joint returns 2,185,503 232,405
Number with paid preparer’s signature 3,138,544 1,071,420
Number of exemptions (3) 11,498,557 2,905,075
Adjusted gross income (AGI) (4) 302,994,176 16,844,623
Salaries and wages in AGI: (5) Number 4,945,357 1,662,163
Amount 212,467,435 14,893,401
Taxable interest: Number 3,265,477 792,813
Amount 10,259,095 1,219,804
Tax-exempt interest: (6) Number 238,733 26,036
Amount 2,933,299 164,795
Dividends: Number 1,701,830 358,881
Amount 7,146,114 461,776
Business or profession net
income (less loss):
Number 709,682 210,013
Amount 8,268,909 625,061
Number of farm returns 77,583 18,643
Net capital gain (less loss) in
AGI: Number 1,421,461 299,782
Amount 29,188,961 805,888
Taxable Individual Retirement
Arrangements distributions: Number 427,127 90,012
Amount 5,062,265 389,159
Pensions and annuities in AGI: Number 993,344 267,139
Amount 13,850,478 1,767,909
Social Security benefits in AGI: Number 480,342 10,607
Amount 4,121,545 22,945
Total statutory adjustments: Number 964,803 236,129
Amount 2,552,283 214,352
Self-employment retirement
plans: (6) Number 58,350 1,483
Amount 627,314 4,131
Total itemized deductions: (7) Number 1,957,638 123,038
Amount 36,467,874 1,895,011
Medical and dental expense: Number 277,286 69,520
Amount 2,146,164 782,503
Taxes paid: Number 1,955,733 119,341
Amount 12,468,279 350,306
Interest paid: Number 1,662,194 76,239
Amount 14,923,007 552,398
Contributions: Number 1,737,530 81,815
Amount 5,896,843 110,538
Taxable income: Number 4,781,944 1,150,532
Amount 223,399,374 5,385,362
Total tax credits: (8) Number 1,639,599 214,928
Amount 1,495,042 87,596
Child care credit: Number 262,585 19,827
Amount 123,365 7,169
Earned income credit: (9) Number 755,305 567,870
Amount 1,228,331 1,045,045
Excess earned income credit
(refundable): (10)
Number 627,026 513,900
Amount 1,065,245 947,359
Income tax: (11) Number 4,568,822 1,031,376
Amount 49,471,759 720,663
Total tax liability: (12) Number 4,733,336 1,171,157
Amount 51,184,095 915,799
Tax due at time of filing: (13) Number 1,299,503 328,908
Amount 6,022,215 167,365
Overpayments: (14) Number 4,198,829 1,650,164
Amount 8,145,859 1,980,142
INDIANA
Number of returns 2,837,446 1,101,921
Number of joint returns 1,197,687 145,943
Number with paid preparer’s signature 1,569,107 563,295
Number of exemptions (3) 5,635,755 1,438,672
Adjusted gross income (AGI) (4) 119,553,756 9,032,568
Salaries and wages in AGI: (5) Number 2,478,448 890,691
Amount 89,538,956 7,826,251
Taxable interest: Number 1,516,695 396,292
Amount 3,454,667 562,352
Tax-exempt interest: (6) Number 79,871 9,738
Amount 754,110 31,793
Dividends: Number 643,443 144,793
Amount 2,147,396 169,074
Business or profession net
income (less loss):
Number 346,290 94,731
Amount 3,389,784 169,639
Number of farm returns 61,713 15,125
Net capital gain (less loss)
in AGI: Number 526,949 119,550
Amount 6,235,098 235,507
Taxable Individual Retirement
Arrangements distributions: Number 191,059 47,151
Amount 1,978,677 191,170
Pensions and annuities in AGI: Number 516,773 166,275
Amount 6,210,359 1,123,743
Social Security benefits in AGI: Number 216,311 4,864
Amount 1,756,704 12,552
Total statutory adjustments: Number 458,003 105,498
Amount 915,257 90,326
Self-employment retirement
plans: (6) Number 17,906 494
Amount 173,422 1,266
Total itemized deductions: (7) Number 861,823 51,315
Amount 13,581,018 788,758
Medical and dental expense: Number 116,736 31,063
Amount 901,693 406,484
Taxes paid: Number 865,061 51,221
Amount 4,439,807 97,515
Interest paid: Number 760,288 33,015
Amount 5,544,837 202,232
Contributions: Number 715,167 32,499
Amount 2,360,846 52,998
Taxable income: Number 2,319,547 594,682
Amount 83,449,694 2,842,626
Total tax credits: (8) Number 791,740 94,835
Amount 707,531 38,005
Child care credit: Number 118,257 8,692
Amount 48,002 2,933
Earned income credit: (9) Number 361,359 266,794
Amount 569,808 479,030
Excess earned income credit
(refundable): (10)
Number 298,063 244,342
Amount 492,733 437,223
Income tax: (11) Number 2,227,330 543,264
Amount 16,416,067 386,400
Total tax liability: (12) Number 2,299,519 603,514
Amount 17,112,035 466,926
Tax due at time of filing: (13) Number 548,067 139,358
Amount 1,879,421 66,398
Overpayments: (14) Number 2,172,103 896,561
Amount 3,772,265 981,294
IOWA
Number of returns 1,351,126 526,200
Number of joint returns 604,880 76,097
Number with paid preparer’s signature 886,483 311,066
Number of exemptions (3) 2,688,914 657,233
Adjusted gross income (AGI) (4) 54,015,960 4,429,463
Salaries and wages in AGI: (5) Number 1,141,278 413,032
Amount 38,394,481 3,655,847
Taxable interest: Number 835,245 238,340
Amount 2,129,725 354,381
Tax-exempt interest: (6) Number 51,274 6,066
Amount 365,513 14,903
Dividends: Number 397,577 95,576
Amount 1,105,279 102,024
Business or profession net
income (less loss):
Number 194,566 52,000
Amount 1,724,326 124,574
Number of farm returns 87,945 25,215
Net capital gain (less loss) in
AGI: Number 362,882 89,204
Amount 3,125,685 160,091
Taxable Individual Retirement
Arrangements
distributions: Number 111,289 26,909
Amount 926,001 99,478
Pensions and annuities in AGI: Number 240,479 70,313
Amount 2,687,867 433,676
Social Security benefits in AGI: Number 127,919 2,328
Amount 1,022,910 4,227
Total statutory adjustments: Number 294,701 70,020
Amount 608,394 73,079
Self-employment retirement
plans: (6) Number 14,854 519
Amount 106,942 1,121
Total itemized deductions: (7) Number 409,324 32,888
Amount 6,318,881 482,045
Medical and dental expense: Number 84,618 26,576
Amount 712,199 312,153
Taxes paid: Number 405,706 29,640
Amount 2,310,605 51,458
Interest paid: Number 322,223 13,516
Amount 2,041,538 67,338
Contributions: Number 354,833 23,281
Amount 1,004,537 34,562
Taxable income: Number 1,128,741 310,123
Amount 36,787,550 1,453,989
Total tax credits: (8) Number 397,046 47,884
Amount 358,762 19,256
Child care credit: Number 82,031 5,796
Amount 31,802 1,855
Earned income credit: (9) Number 143,624 104,082
Amount 212,600 175,598
Excess earned income credit
(refundable): (10)
Number 113,675 91,585
Amount 177,351 155,698
Income tax: (11) Number 1,083,120 286,217
Amount 6,896,222 197,026
Total tax liability: (12) Number 1,125,556 319,990
Amount 7,315,538 246,186
Tax due at time of filing: (13) Number 343,230 98,550
Amount 913,844 48,168
Overpayments: (14) Number 938,141 391,241
Amount 1,397,561 372,937
KANSAS
Number of returns 1,222,579 475,762
Number of joint returns 541,656 68,514
Number with paid preparer’s signature 731,936 262,966
Number of exemptions (3) 2,477,555 622,320
Adjusted gross income (AGI) (4) 53,410,078 3,844,838
Salaries and wages in AGI: (5) Number 1,041,294 379,605
Amount 38,265,533 3,525,359
Taxable interest: Number 687,174 184,049
Amount 1,891,494 288,151
Tax-exempt interest: (6) Number 46,078 5,306
Amount 449,118 19,306
Dividends: Number 339,549 76,960
Amount 1,204,027 87,018
Business or profession net
income (less loss):
Number 179,707 47,128
Amount 1,745,534 99,651
Number of farm returns 64,575 18,991
Net capital gain (less loss)
in AGI: Number 303,338 71,573
Amount 3,365,371 189,536
Taxable Individual Retirement
Arrangements distributions: Number 101,771 22,594
Amount 1,019,365 90,629
Pensions and annuities in AGI: Number 211,111 56,543
Amount 2,682,705 370,367
Social Security benefits in AGI: Number 111,605 2,211
Amount 960,352 5,029
Total statutory adjustments: Number 243,864 56,139
Amount 553,633 55,884
Self-employment retirement
plans: (6) Number 11,920 373
Amount 100,612 899
Total itemized deductions: (7) Number 365,863 24,272
Amount 6,432,495 415,836
Medical and dental expense: Number 70,991 18,337
Amount 617,560 257,001
Taxes paid: Number 362,854 21,931
Amount 2,339,173 43,563
Interest paid: Number 299,521 11,972
Amount 2,150,759 71,981
Contributions: Number 318,326 15,697
Amount 1,150,105 27,183
Taxable income: Number 1,010,351 269,417
Amount 37,306,445 1,258,775
Total tax credits: (8) Number 358,457 44,976
Amount 321,698 17,517
Child care credit: Number 66,449 4,827
Amount 26,992 1,609
Earned income credit: (9) Number 144,236 104,260
Amount 223,642 185,760
Excess earned income credit
(refundable): (10)
Number 117,367 94,077
Amount 190,539 167,166
Income tax: (11) Number 965,971 246,043
Amount 7,491,429 169,439
Total tax liability: (12) Number 1,002,426 275,746
Amount 7,876,272 212,207
Tax due at time of filing: (13) Number 303,786 80,735
Amount 1,053,218 39,336
Overpayments: (14) Number 852,602 359,352
Amount 1,353,768 375,511
KENTUCKY
Number of returns 1,747,020 750,997
Number of joint returns 781,740 146,953
Number with paid preparer’s signature 1,068,801 438,488
Number of exemptions (3) 3,517,974 1,120,427
Adjusted gross income (AGI) (4) 66,932,911 6,489,431
Salaries and wages in AGI: (5) Number 1,509,186 609,176
Amount 49,248,802 5,677,341
Taxable interest: Number 828,547 218,294
Amount 2,050,813 359,021
Tax-exempt interest: (6) Number 40,522 4,520
Amount 405,997 18,869
Dividends: Number 346,700 74,873
Amount 1,276,911 92,827
Business or profession net
income (less loss):
Number 244,225 88,622
Amount 2,118,323 227,354
Number of farm returns 94,453 29,766
Net capital gain (less loss)
in AGI: Number 293,417 66,789
Amount 3,798,080 162,648
Taxable Individual Retirement
Arrangements distributions: Number 97,168 22,274
Amount 1,025,543 96,429
Pensions and annuities in AGI: Number 301,835 89,433
Amount 4,071,289 634,400
Social Security benefits in AGI: Number 120,034 2,306
Amount 906,205 6,763
Total statutory adjustments: Number 311,767 97,225
Amount 588,545 80,145
Self-employment retirement
plans: (6) Number 10,386 345
Amount 98,900 758
Total itemized deductions: (7) Number 529,102 38,631
Amount 8,364,012 439,308
Medical and dental expense: Number 83,141 24,765
Amount 452,874 154,065
Taxes paid: Number 527,527 36,735
Amount 3,145,853 61,466
Interest paid: Number 449,517 25,383
Amount 3,080,774 154,893
Contributions: Number 450,849 25,726
Amount 1,359,554 40,819
Taxable income: Number 1,379,353 390,004
Amount 44,661,920 1,876,403
Total tax credits: (8) Number 461,170 64,000
Amount 376,619 24,908
Child care credit: Number 72,066 5,932
Amount 27,824 1,851
Earned income credit: (9) Number 299,343 233,032
Amount 477,580 414,662
Excess earned income credit
(refundable): (10)
Number 248,062 209,852
Amount 410,021 371,368
Income tax: (11) Number 1,315,865 353,431
Amount 8,616,847 256,081
Total tax liability: (12) Number 1,388,743 418,051
Amount 9,073,523 335,278
Tax due at time of filing: (13) Number 352,469 100,703
Amount 1,136,471 54,209
Overpayments: (14) Number 1,322,083 609,301
Amount 2,191,468 737,289
LOUISIANA
Number of returns 1,874,431 885,178
Number of joint returns 686,369 111,121
Number with paid preparer’s signature 1,003,904 460,537
Number of exemptions (3) 3,930,556 1,480,776
Adjusted gross income (AGI) (4) 69,184,376 7,773,304
Salaries and wages in AGI: (5) Number 1,636,142 748,193
Amount 50,304,675 7,131,645
Taxable interest: Number 769,903 198,191
Amount 2,025,663 282,952
Tax-exempt interest: (6) Number 41,662 4,916
Amount 488,595 25,505
Dividends: Number 345,541 76,462
Amount 1,251,115 106,586
Business or profession net
income (less loss):
Number 246,038 92,043
Amount 2,386,662 195,863
Number of farm returns 29,336 7,465
Net capital gain (less loss) 294,126 66,600
in AGI: Number 3,986,791 171,777
Amount
Taxable Individual Retirement
Arrangements distributions: Number 92,182 19,179
Amount 1,127,326 89,269
Pensions and annuities in AGI: Number 274,260 80,418
Amount 3,894,885 601,106
Social Security benefits in AGI: Number 113,691 2,387
Amount 899,188 6,943
Total statutory adjustments: Number 296,836 95,783
Amount 636,667 77,960
Self-employment retirement
plans: (6) Number 12,172 425
Amount 133,103 1,075
Total itemized deductions: (7) Number 374,191 26,600
Amount 6,138,734 319,128
Medical and dental expense: Number 81,788 15,826
Amount 464,684 106,585
Taxes paid: Number 368,838 23,281
Amount 1,229,500 21,752
Interest paid: Number 309,841 16,470
Amount 2,361,861 106,360
Contributions: Number 326,452 17,976
Amount 1,290,675 34,328
Taxable income: Number 1,400,936 419,253
Amount 46,714,976 1,862,176
Total tax credits: (8) Number 532,574 111,184
Amount 427,121 41,719
Child care credit: Number 87,727 8,077
Amount 36,046 2,811
Earned income credit: (9) Number 481,637 392,134
Amount 921,578 830,231
Excess earned income credit
(refundable): (10)
Number 425,356 371,004
Amount 829,810 771,898
Income tax: (11) Number 1,295,973 347,770
Amount 9,261,292 238,232
Total tax liability: (12) Number 1,371,701 415,484
Amount 9,754,108 323,708
Tax due at time of filing: (13) Number 366,286 100,966
Amount 1,298,556 53,334
Overpayments: (14) Number 1,432,558 742,820
Amount 2,622,238 1,209,010
MAINE
Number of returns 605,633 246,647
Number of joint returns 258,303 37,523
Number with paid preparer’s signature 296,102 103,185
Number of exemptions (3) 1,156,100 316,889
Adjusted gross income (AGI) (4) 24,373,577 2,214,090
Salaries and wages in AGI: (5) Number 515,047 196,879
Amount 16,615,049 1,801,404
Taxable interest: Number 358,755 96,577
Amount 737,438 112,762
Tax-exempt interest: (6) Number 18,764 2,060
Amount 174,411 7,699
Dividends: Number 152,160 35,312
Amount 596,961 45,945
Business or profession net
income (less loss):
Number 104,685 34,903
Amount 1,094,401 130,691
Number of farm returns 4,879 1,595
Net capital gain (less loss)
in AGI: Number 135,614 31,523
Amount 2,336,672 73,117
Taxable Individual Retirement
Arrangements distributions: Number 42,458 10,521
Amount 399,574 45,544
Pensions and annuities in AGI: Number 100,504 28,782
Amount 1,411,088 208,773
Social Security benefits in AGI: Number 46,793 878
Amount 348,461 2,499
Total statutory adjustments: Number 132,859 37,104
Amount 300,947 38,719
Self-employment retirement
plans: (6) Number 6,575 313
Amount 51,866 824
Total itemized deductions: (7) Number 184,964 12,589
Amount 3,068,877 148,848
Medical and dental expense: Number 30,341 7,602
Amount 190,580 53,877
Taxes paid: Number 184,542 12,104
Amount 1,374,068 32,350
Interest paid: Number 157,851 8,748
Amount 1,026,218 48,218
Contributions: Number 159,429 7,974
Amount 403,444 8,161
Taxable income: Number 498,006 141,459
Amount 16,537,840 704,775
Total tax credits: (8) Number 158,954 20,072
Amount 139,186 7,999
Child care credit: Number 27,846 2,009
Amount 11,419 671
Earned income credit: (9) Number 75,192 56,218
Amount 112,197 94,470
Excess earned income credit
(refundable): (10)
Number 58,292 48,158
Amount 90,703 80,879
Income tax: (11) Number 478,919 131,010
Amount 3,151,031 96,871
Total tax liability: (12) Number 500,753 149,436
Amount 3,346,878 128,013
Tax due at time of filing: (13) Number 141,833 40,526
Amount 530,047 23,725
Overpayments: (14) Number 436,697 191,801
Amount 644,549 187,842
MARYLAND
Number of returns 2,563,423 848,264
Number of joint returns 927,707 72,954
Number with paid preparer’s signature 1,237,074 384,894
Number of exemptions (3) 5,018,573 1,128,551
Adjusted gross income (AGI) (4) 139,962,577 7,039,677
Salaries and wages in AGl: (5) Number 2,209,038 671,276
Amount 100,838,725 6,285,355
Taxable interest: Number 1,434,668 287,756
Amount 3,509,965 349,239
Tax-exempt interest: (6) Number 106,729 9,376
Amount 1,114,948 31,856
Dividends: Number 733,391 136,825
Amount 3,028,570 170,813
Business or profession net
income (less loss):
Number 339,147 85,136
Amount 3,827,222 181,418
Number of farm returns 13,393 3,242
Net capital gain (less loss)
in AGI: Number 633,494 120,026
Amount 11,294,086 301,980
Taxable Individual Retirement
Arrangements distributions: Number 170,822 26,984
Amount 1,870,358 112,638
Pensions and annuities in AGI: Number 457,124 95,026
Amount 8,498,180 769,639
Social Security benefits in AGI: Number 209,850 3,977
Amount 1,812,084 10,917
Total statutory adjustments: Number 425,120 92,131
Amount 1,183,108 91,917
Self-employment retirement
plans: (6) Number 31,038 771
Amount 316,627 1,907
Total itemized deductions: (7) Number 1,187,358 69,585
Amount 24,924,576 1,019,562
Medical and dental expense: Number 177,656 35,554
Amount 1,290,740 392,820
Taxes paid: Number 1,184,820 67,062
Amount 9,557,990 148,044
Interest paid: Number 975,278 43,332
Amount 9,381,524 323,397
Contributions: Number 1,080,067 49,886
Amount 3,780,939 77,337
Taxable income: Number 2,184,571 485,530
Amount 97,713,887 2,321,920
Total tax credits: (8) Number 753,373 100,747
Amount 665,197 43,512
Child care credit: Number 167,063 11,052
Amount 83,440 4,416
Earned income credit: (9) Number 310,997 225,046
Amount 493,076 411,731
Excess earned income credit
(refundable): (10)
Number 256,648 204,673
Amount 422,199 370,754
Income tax: (11) Number 2,084,870 429,742
Amount 20,950,075 305,913
Total tax liability: (12) Number 2,148,843 481,802
Amount 21,711,895 383,797
Tax due at time of filing: (13) Number 608,607 143,133
Amount 2,488,061 73,775
Overpayments: (14) Number 1,852,603 657,533
Amount 3,505,059 779,512
MASSACHUSETTS
Number of returns 3,109,575 1,017,367
Number of joint returns 1,152,503 95,676
Number with paid preparer’s signature 1,628,224 464,351
Number of exemptions (3) 5,786,445 1,205,555
Adjusted gross income (AGI) (4) 202,426,170 8,223,216
Salaries and wages in AGI: (5) Number 2,651,916 773,698
Amount 133,954,971 6,892,007
Taxable interest: Number 1,993,575 430,159
Amount 5,515,141 554,797
Tax-exempt interest: (6) Number 151,056 14,111
Amount 1,890,984 57,749
Dividends: Number 1,008,963 193,450
Amount 4,798,545 262,419
Business or profession net
income (less loss):
Number 425,869 99,650
Amount 7,553,782 493,660
Number of farm returns 4,526 1,120
Net capital gain (less loss)
in AGI: Number 898,005 172,353
Amount 30,343,760 467,854
Taxable Individual Retirement
Arrangements distributions: Number 232,856 47,749
Amount 2,502,291 197,295
Pensions and annuities in AGI: Number 503,235 128,776
Amount 7,349,289 926,151
Social Security benefits in AGI: Number 264,950 5,129
Amount 2,274,296 12,165
Total statutory adjustments: Number 614,080 121,607
Amount 1,851,003 133,300
Self-employment retirement
plans: (6) Number 50,693 1,452
Amount 476,818 3,763
Total itemized deductions: (7) Number 1,200,604 63,976
Amount 25,527,289 922,504
Medical and dental expense: Number 147,740 36,417
Amount 1,145,278 301,167
Taxes paid: Number 1,198,383 61,289
Amount 11,607,072 241,270
Interest paid: Number 989,109 40,395
Amount 9,066,068 283,302
Contributions: Number 1,096,285 44,252
Amount 3,965,265 46,446
Taxable income: Number 2,691,229 612,268
Amount 155,621,410 3,059,511
Total tax credits: (8) Number 817,573 92,289
Amount 770,584 39,560
Child care credit: Number 132,834 7,214
Amount 57,442 2,377
Earned income credit: (9) Number 263,809 196,885
Amount 384,770 321,587
Excess earned income credit
(refundable): (10)
Number 206,930 170,575
Amount 321,065 284,185
Income tax: (11) Number 2,614,282 566,920
Amount 36,437,778 424,443
Total tax liability: (12) Number 2,679,289 619,805
Amount 37,626,644 529,019
Tax due at time of filing: (13) Number 816,909 193,047
Amount 5,767,515 108,487
Overpayments: (14) Number 2,141,792 754,250
Amount 4,065,518 732,127
MICHIGAN
Number of returns 4,619,837 1,733,955
Number of joint returns 1,861,800 207,495
Number with paid preparer’s signature 2,508,113 847,427
Number of exemptions (3) 9,119,020 2,264,077
Adjusted gross income (AGI) (4) 217,648,365 14,360,237
Salaries and wages in AGI: (5) Number 4,007,915 1,387,747
Amount 160,752,754 11,610,831
Taxable interest: Number 2,603,136 642,404
Amount 6,495,813 918,970
Tax-exempt interest: (6) Number 150,148 16,587
Amount 1,410,217 57,035
Dividends: Number 1,262,007 275,503
Amount 4,691,541 351,607
Business or profession net
income (less loss):
Number 552,697 156,600
Amount 5,575,037 426,596
Number of farm returns 47,610 13,161
Net capital gain (less loss)
in AGI: Number 1,065,478 234,780
Amount 13,269,755 635,342
Taxable Individual Retirement
Arrangements distributions: Number 329,242 70,956
Amount 3,648,998 287,772
Pensions and annuities in AGI: Number 882,900 268,173
Amount 12,981,065 2,062,245
Social Security benefits in AGI: Number 392,839 9,162
Amount 3,427,752 19,303
Total statutory adjustments: Number 707,960 172,727
Amount 1,646,376 260,736
Self-employment retirement
plans: (6) Number 33,608 1,185
Amount 283,248 2,879
Total itemized deductions: (7) Number 1,653,513 93,977
Amount 28,078,955 1,397,982
Medical and dental expense: Number 166,923 51,014
Amount 1,209,138 503,811
Taxes paid: Number 1,654,891 91,840
Amount 10,187,509 252,598
Interest paid: Number 1,445,378 63,476
Amount 11,341,444 467,618
Contributions: Number 1,475,734 65,306
Amount 4,505,383 100,859
Taxable income: Number 3,811,329 944,298
Amount 154,672,968 4,508,603
Total tax credits: (8) Number 1,285,298 152,421
Amount 1,141,289 61,897
Child care credit: Number 186,320 11,135
Amount 77,559 3,761
Earned income credit: (9) Number 549,864 414,983
Amount 879,957 749,116
Excess earned income credit
(refundable): (10)
Number 457,499 377,794
Amount 762,009 679,000
Income tax: (11) Number 3,666,931 864,292
Amount 31,780,801 611,117
Total tax liability: (12) Number 3,789,880 967,960
Amount 32,841,321 748,153
Tax due at time of filing: (13) Number 970,809 246,941
Amount 3,251,409 117,510
Overpayments: (14) Number 3,447,020 1,379,058
Amount 6,304,875 1,463,091
MINNESOTA
Number of returns 2,386,078 829,502
Number of joint returns 993,840 90,955
Number with paid preparer’s signature 1,276,517 391,150
Number of exemptions (3) 4,662,130 965,413
Adjusted gross income (AGI) (4) 120,028,441 6,841,415
Salaries and wages in AGI: (5) Number 2,070,970 662,134
Amount 85,588,428 5,776,626
Taxable interest: Number 1,425,556 342,432
Amount 3,350,764 422,063
Tax-exempt interest: (6) Number 100,879 11,032
Amount 853,705 32,821
Dividends: Number 763,582 159,144
Amount 2,387,314 182,307
Business or profession net
income (less loss):
Number 340,492 82,443
Amount 3,602,444 256,519
Number of farm returns 79,239 22,281
Net capital gain (less loss)
in AGI: Number 652,678 142,507
Amount 9,403,377 286,923
Taxable Individual Retirement
Arrangements distributions: Number 191,051 39,751
Amount 1,914,104 162,159
Pensions and annuities in AGI: Number 380,869 93,976
Amount 5,616,866 618,607
Social Security benefits in AGI: Number 194,254 3,489
Amount 1,584,521 7,429
Total statutory adjustments: Number 504,446 108,360
Amount 1,125,025 104,330
Self-employment retirement
plans: (6) Number 29,377 1,017
Amount 222,792 2,262
Total itemized deductions: (7) Number 959,792 51,143
Amount 17,592,648 711,766
Medical and dental expense: Number 135,396 33,733
Amount 902,515 315,046
Taxes paid: Number 956,976 48,322
Amount 7,091,591 119,752
Interest paid: Number 828,777 31,425
Amount 6,650,862 196,949
Contributions: Number 869,570 36,760
Amount 2,669,159 50,725
Taxable income: Number 2,044,278 498,773
Amount 84,932,709 2,373,770
Total tax credits: (8) Number 684,474 75,619
Amount 642,587 32,620
Child care credit: Number 135,862 9,184
Amount 52,473 2,638
Earned income credit: (9) Number 209,999 151,571
Amount 305,302 250,068
Excess earned income credit
(refundable): (10)
Number 164,948 132,611
Amount 251,818 219,509
Income tax: (11) Number 1,973,527 460,904
Amount 17,687,492 321,252
Total tax liability: (12) Number 2,034,946 508,695
Amount 18,419,299 398,360
Tax due at time of filing: (13) Number 664,940 165,214
Amount 2,535,359 81,903
Overpayments: (14) Number 1,613,800 609,329
Amount 2,467,080 522,722
MISSISSIPPI
Number of returns 1,173,490 574,938
Number of joint returns 424,169 76,269
Number with paid preparer’s signature 690,012 328,259
Number of exemptions (3) 2,468,506 998,413
Adjusted gross income (AGI) (4) 39,169,986 5,269,644
Salaries and wages in AGI: (5) Number 1,038,171 496,333
Amount 29,255,631 4,882,350
Taxable interest: Number 409,789 105,293
Amount 1,181,247 193,101
Tax-exempt interest: (6) Number 18,492 2,413
Amount 180,553 10,970
Dividends: Number 173,473 37,722
Amount 590,616 46,745
Business or profession net
income (less loss):
Number 151,357 59,165
Amount 1,454,743 135,949
Number of farm returns 38,101 9,423
Net capital gain (less loss)
in AGI: Number 148,511 32,983
Amount 1,966,341 91,975
Taxable Individual Retirement
Arrangements distributions: Number 50,858 11,541
Amount 522,587 51,779
Pensions and annuities in AGI: Number 168,527 48,764
Amount 2,301,870 340,226
Social Security benefits in AGI: Number 73,417 1,606
Amount 576,384 4,760
Total statutory adjustments: Number 180,467 59,219
Amount 356,800 48,895
Self-employment retirement
plans: (6) Number 5,613 176
Amount 56,472 362
Total itemized deductions: (7) Number 252,954 19,700
Amount 4,257,616 237,833
Medical and dental expense: Number 61,874 12,828
Amount 338,820 74,136
Taxes paid: Number 251,133 18,360
Amount 992,065 24,331
Interest paid: Number 208,111 12,452
Amount 1,479,707 74,581
Contributions: Number 220,815 13,786
Amount 992,777 28,983
Taxable income: Number 865,533 271,514
Amount 24,760,325 1,181,576
Total tax credits: (8) Number 336,190 80,163
Amount 253,801 29,780
Child care credit: Number 54,114 5,900
Amount 22,721 2,070
Earned income credit: (9) Number 345,172 275,053
Amount 663,519 591,766
Excess earned income credit
(refundable): (10)
Number 303,226 261,862
Amount 596,124 551,937
Income tax: (11) Number 790,501 218,929
Amount 4,666,350 147,320
Total tax liability: (12) Number 841,336 264,049
Amount 4,959,781 202,355
Tax due at time of filing: (13) Number 224,487 61,803
Amount 701,254 34,490
Overpayments: (14) Number 908,808 490,101
Amount 1,686,442 860,526
MISSOURI
Number of returns 2,564,873 1,044,149
Number of joint returns 1,068,288 156,234
Number with paid preparer’s signature 1,519,611 578,445
Number of exemptions (3) 5,077,680 1,451,189
Adjusted gross income (AGI) (4) 108,518,673 8,910,672
Salaries and wages in AGI: (5) Number 2,190,606 837,443
Amount 78,006,734 7,745,345
Taxable interest: Number 1,320,363 351,656
Amount 3,778,164 593,380
Tax-exempt interest: (6) Number 86,656 9,664
Amount 861,581 36,442
Dividends: Number 665,460 147,083
Amount 2,433,067 205,612
Business or profession net
income (less loss):
Number 346,948 109,282
Amount 3,252,477 249,199
Number of farm returns 105,715 33,342
Net capital gain (less loss)
in AGI: Number 576,232 132,712
Amount 7,447,403 332,618
Taxable Individual Retirement
Arrangements distributions: Number 187,456 41,794
Amount 1,939,365 171,472
Pensions and annuities in AGI: Number 464,807 135,601
Amount 6,097,344 913,126
Social Security benefits in AGI: Number 215,139 4,321
Amount 1,706,001 10,993
Total statutory adjustments: Number 455,570 120,018
Amount 951,695 108,051
Self-employment retirement
plans: (6) Number 19,181 687
Amount 166,751 1,620
Total itemized deductions: (7) Number 765,502 50,507
Amount 12,936,788 810,508
Medical and dental expense: Number 121,428 32,201
Amount 960,366 387,946
Taxes paid: Number 761,531 46,362
Amount 4,426,436 122,082
Interest paid: Number 651,492 31,203
Amount 4,867,896 208,470
Contributions: Number 653,632 32,596
Amount 2,262,789 54,241
Taxable income: Number 2,079,293 569,742
Amount 75,306,059 2,713,270
Total tax credits: (8) Number 710,235 99,186
Amount 598,020 38,960
Child care credit: Number 125,614 9,060
Amount 50,583 3,133
Earned income credit: (9) Number 378,195 284,189
Amount 609,816 518,666
Excess earned income credit
(refundable): (10)
Number 312,676 258,218
Amount 526,947 470,509
Income tax: (11) Number 1,983,635 514,654
Amount 15,270,264 365,895
Total tax liability: (12) Number 2,067,373 585,506
Amount 15,952,481 460,655
Tax due at time of filing: (13) Number 585,050 157,095
Amount 2,138,592 77,823
Overpayments: (14) Number 1,860,990 819,631
Amount 3,065,433 946,884
MONTANA
Number of returns 424,238 203,211
Number of joint returns 182,912 36,128
Number with paid preparer’s signature 251,002 108,634
Number of exemptions (3) 832,256 283,663
Adjusted gross income (AGI) (4) 14,523,091 1,531,974
Salaries and wages in AGI: (5) Number 343,439 155,843
Amount 9,345,944 1,375,695
Taxable interest: Number 244,660 84,322
Amount 666,946 115,043
Tax-exempt interest: (6) Number 18,836 3,081
Amount 142,468 10,605
Dividends: Number 124,028 37,574
Amount 384,355 44,400
Business or profession net
income (less loss):
Number 76,809 27,732
Amount 616,133 27,766
Number of farm returns 22,560 8,275
Net capital gain (less loss)
in AGI: Number 116,642 36,061
Amount 1,354,562 92,691
Taxable Individual Retirement
Arrangements distributions: Number 30,413 7,614
Amount 284,683 31,788
Pensions and annuities in AGI: Number 73,392 23,752
Amount 986,009 169,032
Social Security benefits in AGI: Number 34,874 879
Amount 264,093 2,233
Total statutory adjustments: Number 101,416 32,236
Amount 220,587 32,546
Self-employment retirement
plans: (6) Number 4,514 252
Amount 37,043 518
Total itemized deductions: (7) Number 129,867 16,373
Amount 2,051,994 268,930
Medical and dental expense: Number 39,260 12,611
Amount 277,751 146,459
Taxes paid: Number 128,882 15,466
Amount 705,350 41,112
Interest paid: Number 103,232 9,992
Amount 697,337 59,052
Contributions: Number 108,114 10,528
Amount 281,955 13,095
Taxable income: Number 323,946 105,621
Amount 9,514,164 484,446
Total tax credits: (8) Number 109,884 17,264
Amount 95,183 6,221
Child care credit: Number 17,153 1,457
Amount 5,641 417
Earned income credit: (9) Number 64,610 50,909
Amount 100,341 87,116
Excess earned income credit
(refundable): (10)
Number 52,573 44,612
Amount 84,068 76,158
Income tax: (11) Number 306,740 96,621
Amount 1,765,893 65,619
Total tax liability: (12) Number 328,051 114,113
Amount 1,909,410 89,701
Tax due at time of filing: (13) Number 111,025 36,656
Amount 287,947 18,829
Overpayments: (14) Number 281,634 146,952
Amount 399,061 151,734
NEBRASKA
Number of returns 808,912 326,199
Number of joint returns 348,991 45,644
Number with paid preparer’s signature 472,453 173,578
Number of exemptions (3) 1,610,110 411,500
Adjusted gross income (AGI) (4) 33,605,214 2,431,758
Salaries and wages in AGI: (5) Number 691,367 261,720
Amount 23,301,147 2,361,703
Taxable interest: Number 474,959 139,422
Amount 1,331,443 209,946
Tax-exempt interest: (6) Number 33,959 4,466
Amount 307,031 14,259
Dividends: Number 232,926 57,054
Amount 700,433 57,909
Business or profession net
income (less loss):
Number 116,975 32,768
Amount 958,071 63,620
Number of farm returns 52,175 17,853
Net capital gain (less loss)
in AGI: Number 225,325 57,875
Amount 3,039,044 132,337
Taxable Individual Retirement
Arrangements distributions: Number 64,968 15,285
Amount 590,536 60,427
Pensions and annuities in AGI: Number 123,014 33,388
Amount 1,474,015 193,358
Social Security benefits in AGI: Number 70,168 1,470
Amount 573,381 3,259
Total statutory adjustments: Number 173,711 42,821
Amount 362,582 44,717
Self-employment retirement
plans: (6) Number 7,518 283
Amount 55,590 574
Total itemized deductions: (7) Number 231,700 16,189
Amount 4,133,134 262,177
Medical and dental expense: Number 43,979 12,203
Amount 382,523 156,458
Taxes paid: Number 229,543 14,332
Amount 1,497,147 38,233
Interest paid: Number 187,155 7,478
Amount 1,322,916 41,917
Contributions: Number 206,328 10,930
Amount 837,477 16,833
Taxable income: Number 667,602 188,918
Amount 23,261,931 901,047
Total tax credits: (8) Number 235,855 29,880
Amount 208,516 11,649
Child care credit: Number 50,654 4,033
Amount 20,040 1,311
Earned income credit: (9) Number 90,518 65,231
Amount 139,824 115,529
Excess earned income credit
(refundable): (10)
Number 72,677 57,906
Amount 117,670 102,740
Income tax: (11) Number 638,065 173,993
Amount 4,561,018 122,813
Total tax liability: (12) Number 665,317 195,637
Amount 4,803,447 153,856
Tax due at time of filing: (13) Number 205,640 59,788
Amount 796,642 29,836
Overpayments: (14) Number 560,320 242,705
Amount 837,914 235,158
NEVADA
Number of returns 953,895 333,576
Number of joint returns 356,091 41,259
Number with paid preparer’s signature 515,196 168,282
Number of exemptions (3) 1,876,497 480,191
Adjusted gross income (AGI) (4) 48,858,407 2,517,844
Salaries and wages in AGI: (5) Number 827,706 273,332
Amount 31,209,987 2,856,249
Taxable interest: Number 405,746 83,062
Amount 1,939,034 203,178
Tax-exempt interest: (6) Number 25,129 2,862
Amount 525,718 21,860
Dividends: Number 197,671 37,374
Amount 1,227,916 74,484
Business or profession net
income (less loss):
Number 113,904 32,760
Amount 1,277,790 21,041
Number of farm returns 4,135 1,033
Net capital gain (less loss)
in AGI: Number 178,489 33,786
Amount 6,730,161 148,332
Taxable Individual Retirement
Arrangements distributions: Number 57,088 10,391
Amount 800,923 51,283
Pensions and annuities in AGI: Number 168,773 37,797
Amount 2,844,156 290,804
Social Security benefits in AGI: Number 81,845 1,717
Amount 650,852 5,001
Total statutory adjustments: Number 144,681 34,258
Amount 393,072 41,207
Self-employment retirement 6,137 305
plans: (6) Number
Amount 62,734 1,114
Total itemized deductions: (7) Number 327,216 27,231
Amount 6,338,461 381,435
Medical and dental expense: Number 51,257 12,534
Amount 251,707 63,560
Taxes paid: Number 317,556 24,752
Amount 885,142 41,934
Interest paid: Number 296,059 22,082
Amount 3,274,010 213,630
Contributions: Number 281,639 17,569
Amount 942,285 18,981
Taxable income: Number 804,643 190,418
Amount 35,740,945 997,332
Total tax credits: (8) Number 261,072 37,233
Amount 259,913 15,351
Child care credit: Number 48,528 3,361
Amount 22,596 1,286
Earned income credit: (9) Number 128,750 89,580
Amount 197,677 158,547
Excess earned income credit
(refundable): (10)
Number 105,460 80,772
Amount 171,478 145,230
Income tax: (11) Number 764,957 169,753
Amount 7,845,417 134,884
Total tax liability: (12) Number 787,607 188,366
Amount 8,085,377 163,514
Tax due at time of filing: (13) Number 219,536 44,521
Amount 1,156,991 25,351
Overpayments: (14) Number 691,841 266,626
Amount 1,266,136 331,434
NEW HAMPSHIRE
Number of returns 629,189 213,098
Number of joint returns 262,009 21,715
Number with paid preparer’s signature 299,530 85,529
Number of exemptions (3) 1,198,871 235,125
Adjusted gross income (AGI) (4) 34,469,347 1,727,964
Salaries and wages in AGI: (5) Number 543,725 169,575
Amount 24,220,709 1,518,325
Taxable interest: Number 392,244 85,241
Amount 879,282 101,021
Tax-exempt interest: (6) Number 23,863 2,465
Amount 268,733 9,345
Dividends: Number 191,720 37,716
Amount 824,461 52,409
Business or profession net
income (less loss):
Number 93,643 23,040
Amount 1,497,694 83,844
Number of farm returns 2,108 513
Net capital gain (less loss)
in AGI: Number 172,055 33,640
Amount 4,109,797 67,429
Taxable Individual Retirement
Arrangements distributions: Number 45,332 9,014
Amount 523,260 38,069
Pensions and annuities in AGI: Number 100,889 23,744
Amount 1,485,341 162,770
Social Security benefits in AGI: Number 51,640 923
Amount 442,138 2,240
Total statutory adjustments: Number 130,017 26,971
Amount 350,781 30,230
Self-employment retirement 8,527 326
plans: (6) Number
Amount 72,117 893
Total itemized deductions: (7) Number 210,799 12,246
Amount 3,480,668 158,397
Medical and dental expense: Number 28,169 7,445
Amount 190,009 53,895
Taxes paid: Number 209,468 11,479
Amount 1,210,710 40,006
Interest paid: Number 186,530 8,195
Amount 1,525,541 50,326
Contributions: Number 183,604 7,797
Amount 495,702 7,489
Taxable income: Number 541,322 127,493
Amount 26,178,202 638,099
Total tax credits: (8) Number 175,879 17,684
Amount 164,252 7,723
Child care credit: Number 30,750 1,558
Amount 13,297 574
Earned income credit: (9) Number 51,324 36,658
Amount 73,183 59,936
Excess earned income credit
(refundable): (10)
Number 38,709 31,381
Amount 58,373 51,407
Income tax: (11) Number 526,077 118,795
Amount 5,672,810 87,341
Total tax liability: (12) Number 540,804 130,659
Amount 5,912,700 110,929
Tax due at time of filing: (13) Number 156,089 34,508
Amount 924,303 20,377
Overpayments: (14) Number 443,768 164,994
Amount 764,627 156,633
NEW JERSEY
Number of returns 4,067,441 1,385,217
Number of joint returns 1,539,381 144,743
Number with paid preparer’s signature 2,325,639 732,074
Number of exemptions (3) 8,000,255 1,838,195
Adjusted gross income (AGI) (4) 253,293,576 10,786,323
Salaries and wages in AGI: (5) Number 3,410,427 1,015,714
Amount 182,550,033 9,131,992
Taxable interest: Number 2,477,015 562,183
Amount 7,475,672 810,051
Tax-exempt interest: (6) Number 208,206 22,459
Amount 2,616,632 96,895
Dividends: Number 1,453,494 307,400
Amount 5,971,989 418,241
Business or profession net
income (less loss):
Number 473,854 124,506
Amount 7,550,342 346,926
Number of farm returns 9,279 1,542
Net capital gain (less loss)
in AGI: Number 1,234,663 260,773
Amount 22,327,946 467,168
Taxable Individual Retirement
Arrangements distributions: Number 302,361 59,403
Amount 3,624,139 252,244
Pensions and annuities in AGI: Number 690,212 173,208
Amount 10,317,725 1,188,809
Social Security benefits in AGI: Number 387,443 8,873
Amount 3,716,549 19,114
Total statutory adjustments: Number 680,476 148,428
Amount 2,124,067 152,694
Self-employment retirement
plans: (6) Number 48,919 1,154
Amount 521,205 3,119
Total itemized deductions: (7) Number 1,712,588 119,198
Amount 37,180,050 1,547,935
Medical and dental expense: Number 310,281 77,343
Amount 1,693,863 429,837
Taxes paid: Number 1,711,574 115,526
Amount 17,009,036 479,937
Interest paid: Number 1,355,262 65,976
Amount 12,661,484 428,004
Contributions: Number 1,590,491 87,870
Amount 4,918,897 99,818
Taxable income: Number 3,440,367 782,091
Amount 188,471,459 3,614,679
Total tax credits: (8) Number 1,124,778 145,539
Amount 1,033,071 62,747
Child care credit: Number 203,141 12,015
Amount 98,960 4,873
Earned income credit: (9) Number 440,175 329,972
Amount 701,394 596,179
Excess earned income credit
(refundable): (10)
Number 380,701 296,109
Amount 595,912 530,800
Income tax: (11) Number 3,304,667 702,421
Amount 44,470,381 482,202
Total tax liability: (12) Number 3,403,610 783,129
Amount 45,777,655 616,022
Tax due at time of filing: (13) Number 1,008,462 262,005
Amount 5,140,789 134,944
Overpayments: (14) Number 2,834,371 1,006,883
Amount 5,923,309 1,167,359
NEW MEXICO
Number of returns 727,743 351,716
Number of joint returns 274,124 57,493
Number with paid preparer’s signature 370,630 177,057
Number of exemptions (3) 1,490,545 576,204
Adjusted gross income (AGI) (4) 23,654,721 2,961,511
Salaries and wages in AGI: (5) Number 620,406 291,198
Amount 17,663,215 2,721,957
Taxable interest: Number 311,738 87,091
Amount 713,331 113,943
Tax-exempt interest: (6) Number 20,166 2,477
Amount 173,306 9,796
Dividends: Number 140,281 32,519
Amount 483,089 45,406
Business or profession net
income (less loss):
Number 94,314 39,442
Amount 600,507 95,482
Number of farm returns 13,038 4,699
Net capital gain (less loss)
in AGI: Number 119,902 28,589
Amount 1,110,868 58,815
Taxable Individual Retirement
Arrangements distributions: Number 39,114 8,465
Amount 395,419 37,456
Pensions and annuities in AGI: Number 122,860 36,083
Amount 2,005,733 284,301
Social Security benefits in AGI: Number 51,435 1,021
Amount 400,589 2,651
Total statutory adjustments: Number 112,189 40,221
Amount 192,705 31,602
Self-employment retirement
plans: (6) Number 3,589 248
Amount 27,569 754
Total itemized deductions: (7) Number 177,618 15,203
Amount 2,852,246 200,318
Medical and dental expense: Number 34,408 8,742
Amount 187,020 50,542
Taxes paid: Number 175,676 14,098
Amount 799,495 29,897
Interest paid: Number 152,885 11,313
Amount 1,261,020 92,969
Contributions: Number 146,844 9,373
Amount 406,460 12,164
Taxable income: Number 538,529 166,456
Amount 14,950,999 769,542
Total tax credits: (8) Number 194,311 37,541
Amount 147,961 13,624
Child care credit: Number 24,606 2,547
Amount 9,621 752
Earned income credit: (9) Number 174,027 137,388
Amount 291,188 254,312
Excess earned income credit
(refundable): (10)
Number 151,255 127,919
Amount 257,103 232,142
Income tax: (11) Number 501,103 145,091
Amount 2,721,432 101,244
Total tax liability: (12) Number 532,866 173,433
Amount 2,852,459 132,069
Tax due at time of filing: (13) Number 127,970 36,951
Amount 280,423 17,143
Overpayments: (14) Number 566,294 293,726
Amount 906,454 389,120
NEW YORK
Number of returns 8,577,496 3,311,357
Number of joint returns 2,911,796 419,821
Number with paid preparer’s signature 4,962,823 1,744,760
Number of exemptions (3) 16,646,466 4,922,354
Adjusted gross income (AGI) (4) 474,336,728 26,523,445
Salaries and wages in AGI: (5) Number 7,128,632 2,423,333
Amount 326,004,889 22,468,089
Taxable interest: Number 5,050,985 1,262,265
Amount 16,071,569 1,823,733
Tax-exempt interest: (6) Number 414,484 49,120
Amount 6,159,694 230,339
Dividends: Number 2,610,955 581,731
Amount 12,347,427 784,484
Business or profession net
income (less loss):
Number 1,219,516 491,635
Amount 15,855,352 2,504,443
Number of farm returns 29,349 10,024
Net capital gain (less loss)
in AGI: Number 2,264,233 508,965
Amount 51,218,941 1,049,614
Taxable Individual Retirement
Arrangements distributions: Number 592,000 129,709
Amount 6,827,150 556,501
Pensions and annuities in AGI: Number 1,392,962 383,217
Amount 22,115,801 2,820,331
Social Security benefits in AGI: Number 735,968 18,394
Amount 7,069,147 44,522
Total statutory adjustments: Number 1,662,415 556,751
Amount 4,432,883 546,753
Self-employment retirement
plans: (6) Number 102,342 3,309
Amount 1,162,807 8,666
Total itemized deductions: (7) Number 3,221,946 207,379
Amount 74,192,505 3,096,459
Medical and dental expense: Number 496,283 108,768
Amount 3,286,190 886,557
Taxes paid: Number 3,209,370 196,718
Amount 35,883,721 782,355
Interest paid: Number 2,181,722 111,497
Amount 19,712,771 904,232
Contributions: Number 2,997,943 152,509
Amount 11,764,589 206,931
Taxable income: Number 6,950,103 1,736,090
Amount 343,335,688 8,028,132
Total tax credits: (8) Number 2,300,508 341,168
Amount 2,324,206 146,432
Child care credit: Number 402,447 40,988
Amount 198,982 15,937
Earned income credit: (9) Number 1,326,071 1,041,363
Amount 2,202,718 1,933,441
Excess earned income credit
(refundable): (10)
Number 1,082,582 913,343
Amount 1,800,770 1,632,631
Income tax: (11) Number 6,608,380 1,538,799
Amount 80,907,254 1,064,953
Total tax liability: (12) Number 6,997,858 1,887,847
Amount 83,850,639 1,649,098
Tax due at time of filing: (13) Number 1,955,844 591,498
Amount 8,830,169 332,751
Overpayments: (14) Number 6,153,544 2,470,347
Amount 12,335,543 3,172,535
NORTH CAROLINA
Number of returns 3,636,450 1,448,487
Number of joint returns 1,467,298 193,507
Number with paid preparer’s signature 2,095,835 815,049
Number of exemptions (3) 7,272,983 2,186,465
Adjusted gross income (AGI) (4) 156,022,380 13,206,784
Salaries and wages in AGI: (5) Number 3,180,507 1,202,776
Amount 114,196,642 11,950,733
Taxable interest: Number 1,741,510 386,525
Amount 4,187,262 518,308
Tax-exempt interest: (6) Number 101,053 9,958
Amount 950,216 33,963
Dividends: Number 835,750 166,272
Amount 3,208,042 209,674
Business or profession net
income (less loss):
Number 503,137 159,253
Amount 4,825,248 348,653
Number of farm returns 52,582 13,927
Net capital gain (less loss)
in AGI: Number 698,233 140,139
Amount 10,236,403 311,848
Taxable Individual Retirement
Arrangements distributions: Number 234,783 48,901
Amount 2,669,326 216,536
Pensions and annuities in AGI: Number 605,090 148,322
Amount 8,693,927 991,838
Social Security benefits in AGI: Number 276,739 5,015
Amount 2,374,181 13,596
Total statutory adjustments: Number 618,865 162,308
Amount 1,407,940 183,939
Self-employment retirement
plans: (6) Number 27,103 870
Amount 246,676 2,021
Total itemized deductions: (7) Number 1,270,132 93,295
Amount 22,986,018 1,267,715
Medical and dental expense: Number 244,478 56,720
Amount 1,492,201 509,906
Taxes paid: Number 1,267,307 90,523
Amount 8,036,694 166,009
Interest paid: Number 1,090,163 64,202
Amount 8,822,129 409,241
Contributions: Number 1,115,886 66,410
Amount 4,080,142 115,762
Taxable income: Number 2,956,517 787,070
Amount 105,313,824 3,782,322
Total tax credits: (8) Number 1,030,305 178,106
Amount 835,643 69,446
Child care credit: Number 207,517 22,691
Amount 84,063 7,435
Earned income credit: (9) Number 642,264 486,847
Amount 1,078,432 927,681
Excess earned income credit
(refundable): (10)
Number 539,901 448,951
Amount 940,693 847,716
Income tax: (11) Number 2,789,789 683,772
Amount 21,231,221 497,102
Total tax liability: (12) Number 2,911,385 787,173
Amount 22,240,173 641,558
Tax due at time of filing: (13) Number 794,708 191,451
Amount 2,884,935 107,730
Overpayments: (14) Number 2,705,870 1,186,246
Amount 4,672,318 1,598,215
NORTH DAKOTA
Number of returns 302,805 134,131
Number of joint returns 131,661 19,833
Number with paid preparer’s signature 180,375 72,270
Number of exemptions (3) 590,418 166,629
Adjusted gross income (AGI) (4) 10,734,751 1,070,503
Salaries and wages in AGI: (5) Number 252,230 106,281
Amount 7,339,619 953,803
Taxable interest: Number 181,510 60,060
Amount 452,987 81,732
Tax-exempt interest: (6) Number 11,842 1,644
Amount 79,204 5,604
Dividends: Number 83,308 23,120
Amount 190,172 23,075
Business or profession net
income (less loss):
Number 44,233 13,471
Amount 372,553 35,388
Number of farm returns 30,417 10,598
Net capital gain (less loss)
in AGI: Number 79,052 22,958
Amount 662,578 42,991
Taxable Individual Retirement
Arrangements distributions: Number 22,426 5,469
Amount 180,099 19,932
Pensions and annuities in AGI: Number 41,455 11,780
Amount 479,302 70,905
Social Security benefits in AGI: Number 26,072 525
Amount 199,805 1,374
Total statutory adjustments: Number 76,791 21,409
Amount 154,181 21,569
Self-employment retirement
plans: (6) Number 3,098 114
Amount 21,375 231
Total itemized deductions: (7) Number 56,714 5,278
Amount 846,613 65,569
Medical and dental expense: Number 13,896 4,372
Amount 110,295 40,358
Taxes paid: Number 55,304 4,283
Amount 238,597 6,756
Interest paid: Number 43,567 2,044
Amount 284,745 9,649
Contributions: Number 48,730 3,526
Amount 154,574 5,370
Taxable income: Number 246,990 79,416
Amount 7,327,587 376,194
Total tax credits: (8) Number 85,579 12,378
Amount 79,950 4,937
Child care credit: Number 17,521 1,408
Amount 6,750 497
Earned income credit: (9) Number 35,122 26,751
Amount 52,156 44,261
Excess earned income credit
(refundable): (10)
Number 27,655 23,115
Amount 43,194 38,850
Income tax: (11) Number 235,458 73,051
Amount 1,333,331 50,886
Total tax liability: (12) Number 248,004 83,210
Amount 1,447,662 65,802
Tax due at time of filing: (13) Number 84,752 26,518
Amount 292,737 14,438
Overpayments: (14) Number 201,521 97,929
Amount 273,476 91,952
OHIO
Number of returns 5,575,138 2,124,398
Number of joint returns 1,956,138 245,729
Number with paid preparer’s signature 2,804,192 970,214
Number of exemptions (3) 10,471,424 2,752,333
Adjusted gross income (AGI) (4) 231,057,462 18,445,947
Salaries and wages in AGI: (5) Number 4,826,529 1,717,423
Amount 170,586,162 15,346,045
Taxable interest: Number 2,937,450 736,818
Amount 6,752,332 1,001,011
Tax-exempt interest: (6) Number 170,300 18,500
Amount 1,466,507 55,798
Dividends: Number 1,438,884 312,474
Amount 5,168,271 368,902
Business or profession net
income (less loss):
Number 644,421 180,821
Amount 6,949,899 541,526
Number of farm returns 76,797 19,058
Net capital gain (less loss)
in AGI: Number 1,163,747 256,701
Amount 13,143,461 489,697
Taxable Individual Retirement
Arrangements distributions: Number 396,622 91,665
Amount 4,413,941 377,845
Pensions and annuities in AGI: Number 997,163 295,746
Amount 13,774,649 2,154,097
Social Security benefits in AGI: Number 424,906 9,323
Amount 3,261,435 23,555
Total statutory adjustments: Number 849,707 202,447
Amount 1,870,008 186,385
Self-employment retirement
plans: (6) Number 41,199 1,315
Amount 370,706 3,055
Total itemized deductions: (7) Number 1,854,933 101,836
Amount 29,843,735 1,375,844
Medical and dental expense: Number 172,973 47,031
Amount 1,558,991 588,607
Taxes paid: Number 1,847,553 95,907
Amount 11,973,223 215,954
Interest paid: Number 1,595,082 70,776
Amount 11,387,764 427,563
Contributions: Number 1,534,837 62,891
Amount 4,279,901 84,712
Taxable income: Number 4,641,367 1,210,282
Amount 159,404,735 5,985,904
Total tax credits: (8) Number 1,469,026 189,191
Amount 1,251,000 76,531
Child care credit: Number 175,153 14,210
Amount 70,961 4,213
Earned income credit: (9) Number 676,466 509,774
Amount 1,074,043 914,958
Excess earned income credit
(refundable): (10)
Number 558,768 465,411
Amount 926,846 831,970
Income tax: (11) Number 4,473,413 1,113,143
Amount 31,611,579 818,229
Total tax liability: (12) Number 4,601,438 1,220,576
Amount 32,914,828 979,771
Tax due at time of filing: (13) Number 1,176,025 311,905
Amount 3,467,578 148,786
Overpayments: (14) Number 4,164,550 1,692,957
Amount 6,905,656 1,803,791
OKLAHOMA
Number of returns 1,465,161 649,381
Number of joint returns 650,136 122,998
Number with paid preparer’s signature 835,356 350,766
Number of exemptions (3) 3,011,414 1,000,009
Adjusted gross income (AGI) (4) 54,835,407 5,356,447
Salaries and wages in AGI: (5) Number 1,239,538 524,635
Amount 39,343,595 4,964,076
Taxable interest: Number 682,118 186,159
Amount 1,887,425 296,873
Tax-exempt interest: (6) Number 37,042 4,497
Amount 409,256 20,592
Dividends: Number 279,477 62,365
Amount 906,470 75,155
Business or profession net
income (less loss):
Number 238,647 85,581
Amount 1,997,603 240,682
Number of farm returns 80,576 25,709
Net capital gain (less loss)
in AGI: Number 256,048 59,463
Amount 3,122,599 126,135
Taxable Individual Retirement
Arrangements distributions: Number 89,773 19,931
Amount 1,032,490 91,982
Pensions and annuities in AGI: Number 254,496 71,768
Amount 3,605,787 552,010
Social Security benefits in AGI: Number 116,821 2,362
Amount 931,180 6,218
Total statutory adjustments: Number 272,946 86,337
Amount 492,884 70,977
Self-employment retirement
plans: (6) Number 7,908 318
Amount 68,563 740
Total itemized deductions: (7) Number 420,445 34,006
Amount 6,639,351 483,618
Medical and dental expense: Number 98,668 24,768
Amount 597,598 216,998
Taxes paid: Number 430,236 34,501
Amount 2,267,490 84,504
Interest paid: Number 346,257 21,488
Amount 2,175,115 112,763
Contributions: Number 371,341 24,979
Amount 1,464,085 49,095
Taxable income: Number 1,136,708 328,164
Amount 36,631,734 1,537,917
Total tax credits: (8) Number 395,399 61,885
Amount 338,403 22,967
Child care credit: Number 62,064 5,082
Amount 23,604 1,515
Earned income credit: (9) Number 273,434 210,473
Amount 458,218 396,568
Excess earned income credit
(refundable): (10)
Number 229,895 191,914
Amount 394,852 355,463
Income tax: (11) Number 1,071,507 292,358
Amount 7,149,896 207,176
Total tax liability: (12) Number 1,137,393 349,354
Amount 7,547,702 282,480
Tax due at time of filing: (13) Number 327,434 90,501
Amount 1,019,929 49,837
Overpayments: (14) Number 1,069,644 518,278
Amount 1,709,674 646,366
OREGON
Number of returns 1,562,323 601,295
Number of joint returns 662,098 92,126
Number with paid preparer’s signature 770,299 258,823
Number of exemptions (3) 3,098,747 840,868
Adjusted gross income (AGI) (4) 70,282,309 4,629,168
Salaries and wages in AGI: (5) Number 1,296,179 464,211
Amount 48,133,609 4,365,500
Taxable interest: Number 868,447 217,727
Amount 2,374,376 345,566
Tax-exempt interest: (6) Number 67,721 8,951
Amount 552,796 35,214
Dividends: Number 428,656 98,588
Amount 1,643,203 145,163
Business or profession net
income (less loss):
Number 236,703 71,775
Amount 2,611,831 135,021
Number of farm returns 37,777 9,538
Net capital gain (less loss)
in AGI: Number 386,767 89,385
Amount 6,496,008 241,026
Taxable Individual Retirement
Arrangements distributions: Number 123,356 28,163
Amount 1,346,226 124,704
Pensions and annuities in AGI: Number 270,346 76,704
Amount 4,231,969 556,398
Social Security benefits in AGI: Number 138,298 3,020
Amount 1,143,558 7,762
Total statutory adjustments: Number 310,851 79,974
Amount 821,905 89,198
Self-employment retirement
plans: (6) Number 19,377 932
Amount 170,120 2,231
Total itemized deductions: (7) Number 632,680 58,887
Amount 12,349,113 943,855
Medical and dental expense: Number 122,975 39,876
Amount 813,939 359,835
Taxes paid: Number 629,829 56,194
Amount 4,936,443 213,540
Interest paid: Number 534,018 40,693
Amount 4,807,677 291,277
Contributions: Number 524,760 38,125
Amount 1,588,603 54,075
Taxable income: Number 1,275,548 326,908
Amount 47,631,300 1,590,587
Total tax credits: (8) Number 416,505 56,119
Amount 376,046 21,644
Child care credit: Number 66,764 5,957
Amount 25,960 1,933
Earned income credit: (9) Number 193,296 145,168
Amount 297,350 250,351
Excess earned income credit
(refundable): (10)
Number 157,637 128,138
Amount 251,575 221,157
Income tax: (11) Number 1,217,716 297,150
Amount 9,722,840 215,284
Total tax liability: (12) Number 1,274,015 342,765
Amount 10,229,667 282,574
Tax due at time of filing: (13) Number 412,831 109,793
Amount 1,600,278 57,804
Overpayments: (14) Number 1,053,864 437,354
Amount 1,693,591 449,604
PENNSYLVANIA
Number of returns 5,806,137 2,274,107
Number of joint returns 2,343,127 300,417
Number with paid preparer’s signature 2,898,510 1,040,266
Number of exemptions (3) 11,168,251 2,947,762
Adjusted gross income (AGI) (4) 262,961,485 18,805,370
Salaries and wages in AGI: (5) Number 4,828,270 1,708,360
Amount 186,172,482 14,819,414
Taxable interest: Number 3,445,654 940,557
Amount 8,348,717 1,326,527
Tax-exempt interest: (6) Number 220,408 28,102
Amount 2,479,016 96,089
Dividends: Number 1,763,134 434,903
Amount 7,146,042 589,420
Business or profession net
income (less loss):
Number 676,861 190,024
Amount 9,342,258 617,387
Number of farm returns 43,528 14,707
Net capital gain (less loss)
in AGI: Number 1,440,242 354,377
Amount 20,041,403 638,341
Taxable Individual Retirement
Arrangements distributions: Number 477,745 126,346
Amount 4,939,865 504,812
Pensions and annuities in AGI: Number 1,132,481 373,891
Amount 14,540,415 2,530,702
Social Security benefits in AGI: Number 506,912 11,751
Amount 4,295,691 30,447
Total statutory adjustments: Number 999,897 237,275
Amount 2,465,152 249,183
Self-employment retirement
plans: (6) Number 54,329 1,758
Amount 496,471 4,520
Total itemized deductions: (7) Number 1,785,337 104,767
Amount 30,232,476 1,383,444
Medical and dental expense: Number 226,211 61,871
Amount 1,869,915 535,058
Taxes paid: Number 1,784,423 100,814
Amount 11,343,295 266,442
Interest paid: Number 1,508,539 64,361
Amount 11,226,469 411,709
Contributions: Number 1,601,201 72,698
Amount 4,988,496 99,843
Taxable income: Number 4,766,468 1,257,199
Amount 188,014,054 5,964,699
Total tax credits: (8) Number 1,503,157 185,421
Amount 1,338,925 74,878
Child care credit: Number 202,075 14,753
Amount 87,453 5,214
Earned income credit: (9) Number 674,406 503,216
Amount 1,040,973 876,908
Excess earned income credit
(refundable): (10)
Number 551,521 452,262
Amount 897,211 794,938
Income tax: (11) Number 4,585,628 1,156,535
Amount 39,213,540 815,832
Total tax liability: (12) Number 4,721,618 1,268,363
Amount 40,803,699 996,268
Tax due at time of filing: (13) Number 1,267,495 353,535
Amount 4,707,266 167,574
Overpayments: (14) Number 4,232,196 1,746,860
Amount 7,110,960 1,816,713
RHODE ISLAND
Number of returns 494,475 189,723
Number of joint returns 183,773 19,033
Number with paid preparer’s signature 264,865 91,421
Number of exemptions (3) 920,267 238,502
Adjusted gross income (AGI) (4) 23,015,194 1,682,776
Salaries and wages in AGI: (5) Number 424,522 151,792
Amount 15,986,682 1,378,725
Taxable interest: Number 281,168 65,955
Amount 680,656 92,862
Tax-exempt interest: (6) Number 16,343 1,838
Amount 178,614 6,834
Dividends: Number 135,533 28,149
Amount 493,346 34,686
Business or profession net
income (less loss):
Number 60,448 16,602
Amount 845,270 81,839
Number of farm returns 590 150
Net capital gain (less loss)
in AGI: Number 124,268 26,582
Amount 2,098,232 55,421
Taxable Individual Retirement
Arrangements distributions: Number 38,195 9,322
Amount 357,206 37,310
Pensions and annuities in AGI: Number 82,810 22,376
Amount 1,247,760 153,242
Social Security benefits in AGI: Number 42,673 842
Amount 359,313 2,001
Total statutory adjustments: Number 90,045 20,551
Amount 218,706 21,139
Self-employment retirement
plans: (6) Number 5,229 209
Amount 46,045 519
Total itemized deductions: (7) Number 176,569 10,443
Amount 3,154,561 125,902
Medical and dental expense: Number 20,438 5,367
Amount 132,008 35,488
Taxes paid: Number 176,180 10,086
Amount 1,457,385 34,335
Interest paid: Number 150,940 7,174
Amount 1,115,696 43,806
Contributions: Number 162,560 7,427
Amount 385,798 6,896
Taxable income: Number 413,337 110,449
Amount 16,210,457 550,723
Total tax credits: (8) Number 130,771 18,264
Amount 112,573 7,611
Child care credit: Number 17,936 1,020
Amount 7,277 282
Earned income credit: (9) Number 58,084 45,088
Amount 88,737 76,599
Excess earned income credit
(refundable): (10)
Number 47,357 40,323
Amount 76,375 69,306
Income tax: (11) Number 398,416 101,171
Amount 3,316,056 75,019
Total tax liability: (12) Number 409,550 110,556
Amount 3,452,019 91,393
Tax due at time of filing: (13) Number 106,534 27,360
Amount 443,790 15,340
Overpayments: (14) Number 367,420 152,224
Amount 611,658 158,123
SOUTH CAROLINA
Number of returns 1,802,441 779,452
Number of joint returns 677,166 96,461
Number with paid preparer’s signature 1,147,194 490,176
Number of exemptions (3) 3,581,691 1,187,226
Adjusted gross income (AGI) (4) 69,543,225 7,239,140
Salaries and wages in AGI: (5) Number 1,588,520 665,830
Amount 50,828,576 6,516,393
Taxable interest: Number 765,346 174,696
Amount 1,818,953 241,510
Tax-exempt interest: (6) Number 44,671 4,465
Amount 444,777 21,476
Dividends: Number 355,681 71,597
Amount 1,394,123 97,536
Business or profession net
income (less loss):
Number 224,392 74,276
Amount 2,142,740 208,684
Number of farm returns 22,459 4,855
Net capital gain (less loss)
in AGI: Number 292,391 59,541
Amount 4,181,530 142,044
Taxable Individual Retirement
Arrangements distributions: Number 100,172 20,611
Amount 1,208,542 96,251
Pensions and annuities in AGI: Number 311,569 78,207
Amount 4,586,503 548,342
Social Security benefits in AGI: Number 135,261 2,667
Amount 1,134,422 8,328
Total statutory adjustments: Number 276,439 75,408
Amount 594,214 69,738
Self-employment retirement
plans: (6) Number 9,918 295
Amount 92,586 776
Total itemized deductions: (7) Number 562,296 40,913
Amount 9,534,934 470,811
Medical and dental expense: Number 108,531 23,881
Amount 546,524 135,307
Taxes paid: Number 560,683 39,476
Amount 3,094,583 64,141
Interest paid: Number 486,644 29,332
Amount 3,704,546 188,813
Contributions: Number 499,736 29,885
Amount 1,863,301 54,596
Taxable income: Number 1,425,696 410,827
Amount 45,603,220 1,948,949
Total tax credits: (8) Number 504,541 99,342
Amount 402,245 39,130
Child care credit: Number 98,109 10,707
Amount 42,833 3,931
Earned income credit: (9) Number 376,046 289,980
Amount 647,690 563,550
Excess earned income credit
(refundable): (10)
Number 320,719 270,678
Amount 572,843 521,279
Income tax: (11) Number 1,335,367 351,045
Amount 8,803,700 252,410
Total tax liability: (12) Number 1,394,651 401,921
Amount 9,239,172 319,759
Tax due at time of filing: (13) Number 369,937 90,704
Amount 1,226,569 49,372
Overpayments: (14) Number 1,369,036 656,317
Amount 2,306,534 920,709
SOUTH DAKOTA
Number of returns 355,168 156,425
Number of joint returns 152,314 23,188
Number with paid preparer’s signature 208,034 82,841
Number of exemptions (3) 699,328 201,599
Adjusted gross income (AGI) (4) 13,232,757 1,224,129
Salaries and wages in AGI: (5) Number 299,350 126,172
Amount 8,686,868 1,122,486
Taxable interest: Number 192,600 61,422
Amount 569,857 89,320
Tax-exempt interest: (6) Number 13,543 2,016
Amount 111,813 7,332
Dividends: Number 94,155 25,082
Amount 276,372 26,157
Business or profession net
income (less loss):
Number 54,793 16,134
Amount 489,393 26,990
Number of farm returns 34,548 12,497
Net capital gain (less loss)
in AGI: Number 94,594 26,642
Amount 1,170,360 69,611
Taxable Individual Retirement
Arrangements distributions: Number 26,828 6,545
Amount 219,364 23,936
Pensions and annuities in AGI: Number 54,179 15,308
Amount 650,785 90,942
Social Security benefits in AGI: Number 29,977 626
Amount 230,023 1,623
Total statutory adjustments: Number 91,331 24,543
Amount 190,483 24,170
Self-employment retirement
plans: (6) Number 3,600 103
Amount 28,517 432
Total itemized deductions: (7) Number 57,189 5,467
Amount 903,943 72,170
Medical and dental expense: Number 14,539 4,295
Amount 121,030 41,134
Taxes paid: Number 51,875 3,785
Amount 137,392 6,779
Interest paid: Number 46,009 2,449
Amount 373,130 14,681
Contributions: Number 48,489 3,393
Amount 231,709 5,710
Taxable income: Number 285,246 87,985
Amount 9,265,222 413,913
Total tax credits: (8) Number 99,839 14,623
Amount 96,528 6,197
Child care credit: Number 23,311 1,671
Amount 9,233 572
Earned income credit: (9) Number 47,039 34,956
Amount 71,825 60,161
Excess earned income credit
(refundable): (10)
Number 37,858 30,914
Amount 60,448 53,474
Income tax: (11) Number 270,009 79,861
Amount 1,823,573 55,208
Total tax liability: (12) Number 285,216 91,930
Amount 1,959,076 71,910
Tax due at time of filing: (13) Number 95,868 27,551
Amount 368,829 15,059
Overpayments: (14) Number 240,149 118,021
Amount 341,985 119,167
TENNESSEE
Number of returns 2,567,239 1,078,013
Number of joint returns 1,057,050 171,135
Number with paid preparer’s signature 1,431,743 589,126
Number of exemptions (3) 5,097,460 1,608,150
Adjusted gross income (AGI) (4) 103,065,689 9,368,696
Salaries and wages in AGI: (5) Number 2,236,110 886,899
Amount 76,570,140 8,494,269
Taxable interest: Number 1,132,404 279,381
Amount 3,179,962 467,774
Tax-exempt interest: (6) Number 52,979 5,939
Amount 613,837 27,609
Dividends: Number 474,633 102,203
Amount 1,834,325 133,702
Business or profession net
income (less loss):
Number 379,676 136,013
Amount 4,451,718 377,021
Number of farm returns 85,603 24,576
Net capital gain (less loss)
in AGI: Number 407,135 90,285
Amount 6,906,805 225,308
Taxable Individual Retirement
Arrangements distributions: Number 139,013 30,488
Amount 1,526,078 137,386
Pensions and annuities in AGI: Number 399,969 112,388
Amount 5,405,410 791,389
Social Security benefits in AGI: Number 174,509 3,734
Amount 1,415,116 10,725
Total statutory adjustments: Number 439,911 133,777
Amount 1,027,308 126,997
Self-employment retirement 19,722 559
plans: (6) Number
Amount 203,752 1,558
Total itemized deductions: (7) Number 566,019 43,071
Amount 9,228,501 559,243
Medical and dental expense: Number 94,571 23,492
Amount 579,658 176,087
Taxes paid: Number 531,127 36,041
Amount 1,136,477 47,451
Interest paid: Number 496,066 30,812
Amount 4,502,563 234,993
Contributions: Number 488,615 28,281
Amount 2,376,171 56,009
Taxable income: Number 2,046,408 566,488
Amount 72,127,354 2,710,557
Total tax credits: (8) Number 686,792 113,790
Amount 569,022 45,317
Child care credit: Number 126,935 11,458
Amount 52,628 4,008
Earned income credit: (9) Number 479,050 362,681
Amount 793,889 680,638
Excess earned income credit
(refundable): (10)
Number 397,761 330,674
Amount 681,578 612,093
Income tax: (11) Number 1,936,490 498,134
Amount 14,590,482 361,640
Total tax liability: (12) Number 2,036,869 586,670
Amount 15,431,431 484,236
Tax due at time of filing: (13) Number 518,426 138,871
Amount 1,967,621 80,904
Overpayments: (14) Number 1,952,657 885,164
Amount 3,379,012 1,193,996
TEXAS
Number of returns 9,051,986 3,810,761
Number of joint returns 3,586,197 600,281
Number with paid preparer’s signature 4,595,399 1,930,423
Number of exemptions (3) 19,021,118 6,173,716
Adjusted gross income (AGI) (4) 417,262,859 31,376,377
Salaries and wages in AGI: (5) Number 7,877,638 3,155,395
Amount 304,563,342 30,462,782
Taxable interest: Number 3,743,985 843,674
Amount 12,281,031 1,386,531
Tax-exempt interest: (6) Number 242,909 25,230
Amount 3,407,123 148,172
Dividends: Number 1,809,168 346,727
Amount 7,937,488 506,179
Business or profession net
income (less loss):
Number 1,408,850 517,585
Amount 16,571,292 1,593,949
Number of farm returns 234,478 57,385
Net capital gain (less loss)
in AGI: Number 1,639,409 320,573
Amount 35,287,918 905,129
Taxable Individual Retirement
Arrangements distributions: Number 484,519 89,174
Amount 6,654,794 437,369
Pensions and annuities in AGI: Number 1,263,521 300,574
Amount 19,114,490 2,147,946
Social Security benefits in AGI: Number 562,144 11,366
Amount 4,855,051 32,822
Total statutory adjustments: Number 1,573,145 501,229
Amount 3,491,369 390,240
Self-employment retirement
plans: (6) Number 71,357 2,273
Amount 735,425 6,091
Total itemized deductions: (7) Number 1,922,384 121,145
Amount 33,926,946 1,784,383
Medical and dental expense: Number 308,897 70,157
Amount 2,144,155 557,796
Taxes paid: Number 1,782,885 94,482
Amount 6,621,533 256,736
Interest paid: Number 1,663,120 78,549
Amount 15,334,301 657,587
Contributions: Number 1,620,936 72,447
Amount 8,057,247 136,711
Taxable income: Number 7,082,545 1,880,675
Amount 306,845,481 8,784,534
Total tax credits: (8) Number 2,634,771 460,766
Amount 2,454,398 180,971
Child care credit: Number 425,242 32,513
Amount 191,945 11,883
Earned income credit: (9) Number 1,856,111 1,419,344
Amount 3,362,353 2,918,751
Excess earned income credit
(refundable): (10)
Number 1,582,947 1,314,777
Amount 2,900,212 2,613,821
Income tax: (11) Number 6,610,822 1,600,826
Amount 67,590,461 1,138,674
Total tax liability: (12) Number 7,020,907 1,962,607
Amount 70,567,671 1,630,149
Tax due at time of filing: (13) Number 1,960,901 467,219
Amount 9,323,514 279,079
Overpayments: (14) Number 6,718,542 3,141,507
Amount 12,357,930 4,594,317
UTAH
Number of returns 941,941 375,486
Number of joint returns 438,704 54,660
Number with paid preparer’s signature 444,314 151,898
Number of exemptions (3) 2,122,650 489,715
Adjusted gross income (AGI) (4) 40,270,370 2,952,387
Salaries and wages in AGI: (5) Number 832,054 319,148
Amount 29,674,562 2,928,036
Taxable interest: Number 534,334 138,129
Amount 1,119,653 139,641
Tax-exempt interest: (6) Number 19,827 2,802
Amount 182,833 9,545
Dividends: Number 193,861 41,307
Amount 651,022 50,187
Business or profession net
income (less loss):
Number 137,950 35,453
Amount 971,887 16
Number of farm returns 14,686 3,531
Net capital gain (less loss)
in AGI: Number 180,005 39,056
Amount 2,959,466 89,738
Taxable Individual Retirement
Arrangements distributions: Number 52,979 10,139
Amount 581,387 44,863
Pensions and annuities in AGI: Number 138,667 33,028
Amount 2,225,593 267,762
Social Security benefits in AGI: Number 62,258 1,087
Amount 507,178 3,058
Total statutory adjustments: Number 160,105 35,857
Amount 311,179 33,412
Self-employment retirement
plans: (6) Number 4,773 158
Amount 44,290 361
Total itemized deductions: (7) Number 377,429 25,563
Amount 7,338,538 347,096
Medical and dental expense: Number 57,121 13,490
Amount 274,233 87,581
Taxes paid: Number 376,172 24,648
Amount 1,981,102 47,747
Interest paid: Number 327,438 18,852
Amount 2,935,187 156,960
Contributions: Number 340,250 18,038
Amount 1,994,649 39,957
Taxable income: Number 762,243 206,559
Amount 25,629,120 991,712
Total tax credits: (8) Number 309,334 38,173
Amount 313,402 16,664
Child care credit: Number 36,756 2,161
Amount 14,250 773
Earned income credit: (9) Number 107,538 74,909
Amount 170,421 139,335
Excess earned income credit
(refundable): (10)
Number 89,779 68,397
Amount 145,211 124,116
Income tax: (11) Number 711,491 186,088
Amount 4,964,081 132,603
Total tax liability: (12) Number 742,718 207,033
Amount 5,194,304 160,669
Tax due at time of filing: (13) Number 206,851 54,718
Amount 768,054 25,262
Overpayments: (14) Number 698,708 299,493
Amount 1,124,994 277,058
VERMONT
Number of returns 299,374 118,887
Number of joint returns 122,512 15,968
Number with paid preparer’s signature 146,157 50,445
Number of exemptions (3) 564,246 146,340
Adjusted gross income (AGI) (4) 12,631,980 999,136
Salaries and wages in AGI: (5) Number 253,389 92,588
Amount 8,474,211 828,603
Taxable interest: Number 186,968 51,269
Amount 409,482 64,588
Tax-exempt interest: (6) Number 13,495 1,689
Amount 122,735 6,231
Dividends: Number 89,460 21,894
Amount 391,860 30,523
Business or profession net
income (less loss):
Number 53,138 16,172
Amount 603,015 51,974
Number of farm returns 4,411 1,557
Net capital gain (less loss)
in AGI: Number 80,135 19,771
Amount 1,279,555 41,694
Taxable Individual Retirement
Arrangements distributions: Number 21,855 5,232
Amount 212,483 20,394
Pensions and annuities in AGI: Number 45,328 13,064
Amount 621,915 84,962
Social Security benefits in AGI: Number 23,150 483
Amount 188,605 1,327
Total statutory adjustments: Number 73,787 19,442
Amount 172,226 20,490
Self-employment retirement
plans: (6) Number 4,048 206
Amount 30,066 493
Total itemized deductions: (7) Number 92,388 6,484
Amount 1,527,592 76,991
Medical and dental expense: Number 13,631 3,815
Amount 89,232 25,958
Taxes paid: Number 92,306 6,284
Amount 636,341 18,229
Interest paid: Number 79,280 4,404
Amount 552,531 25,253
Contributions: Number 75,435 3,771
Amount 218,913 3,977
Taxable income: Number 248,570 69,225
Amount 8,831,272 347,925
Total tax credits: (8) Number 79,619 9,302
Amount 78,887 3,724
Child care credit: Number 13,644 740
Amount 5,742 230
Earned income credit: (9) Number 32,581 24,176
Amount 46,268 38,487
Excess earned income credit
(refundable): (10)
Number 24,678 20,315
Amount 36,727 32,442
Income tax: (11) Number 239,900 64,526
Amount 1,704,920 48,177
Total tax liability: (12) Number 250,372 73,259
Amount 1,810,008 63,679
Tax due at time of filing: (13) Number 74,108 21,548
Amount 259,499 11,891
Overpayments: (14) Number 208,207 88,476
Amount 309,064 82,475
VIRGINIA
Number of returns 3,338,199 1,182,942
Number of joint returns 1,348,544 137,257
Number with paid preparer’s signature 1,545,622 530,489
Number of exemptions (3) 6,542,118 1,605,913
Adjusted gross income (AGI) (4) 171,060,148 9,881,021
Salaries and wages in AGI: (5) Number 2,908,354 968,661
Amount 125,060,643 9,278,093
Taxable interest: Number 1,753,175 351,630
Amount 4,313,936 473,549
Tax-exempt interest: (6) Number 127,503 9,976
Amount 1,315,877 89,389
Dividends: Number 958,021 168,711
Amount 3,768,585 213,932
Business or profession net
income (less loss):
Number 405,037 108,287
Amount 4,679,465 264,824
Number of farm returns 43,580 10,920
Net capital gain (less loss)
in AGI: Number 820,753 144,863
Amount 12,783,143 357,613
Taxable Individual Retirement
Arrangements distributions: Number 214,788 33,677
Amount 2,293,798 139,320
Pensions and annuities in AGI: Number 598,799 122,513
Amount 11,087,280 922,118
Social Security benefits in AGI: Number 262,805 4,496
Amount 2,242,040 13,129
Total statutory adjustments: Number 574,635 125,976
Amount 1,509,151 133,572
Self-employment retirement
plans: (6) Number 32,836 830
Amount 330,260 2,351
Total itemized deductions: (7) Number 1,281,244 70,742
Amount 24,637,997 1,040,308
Medical and dental expense: Number 187,714 38,869
Amount 1,341,071 410,904
Taxes paid: Number 1,278,312 67,812
Amount 8,416,184 129,692
Interest paid: Number 1,112,121 47,710
Amount 10,643,813 353,744
Contributions: Number 1,137,412 48,738
Amount 3,820,362 70,979
Taxable income: Number 2,818,341 678,620
Amount 122,130,376 3,310,678
Total tax credits: (8) Number 938,613 128,730
Amount 786,153 50,899
Child care credit: Number 178,353 13,991
Amount 80,142 5,070
Earned income credit: (9) Number 426,677 322,541
Amount 686,593 588,610
Excess earned income credit
(refundable): (10)
Number 352,818 293,205
Amount 594,683 535,290
Income tax: (11) Number 2,701,076 608,751
Amount 26,050,963 444,007
Total tax liability: (12) Number 2,784,547 678,195
Amount 26,995,389 548,941
Tax due at time of filing: (13) Number 807,982 183,076
Amount 3,152,852 96,273
Overpayments: (14) Number 2,405,482 941,045
Amount 4,204,594 1,103,077
WASHINGTON
Number of returns 2,772,555 951,227
Number of joint returns 1,159,080 122,855
Number with paid preparer’s signature 1,265,950 391,094
Number of exemptions (3) 5,496,319 1,263,676
Adjusted gross income (AGI) (4) 149,598,272 7,355,781
Salaries and wages in AGI: (5) Number 2,346,559 750,277
Amount 103,669,145 7,034,139
Taxable interest: Number 1,554,685 338,616
Amount 4,483,663 524,574
Tax-exempt interest: (6) Number 112,071 12,485
Amount 1,342,596 62,765
Dividends: Number 790,470 154,254
Amount 3,431,490 220,914
Business or profession net
income (less loss):
Number 369,663 95,100
Amount 5,024,869 236,985
Number of farm returns 29,754 7,538
Net capital gain (less loss)
in AGI: Number 722,127 139,819
Amount 16,212,405 417,962
Taxable Individual Retirement
Arrangements distributions: Number 209,099 35,252
Amount 2,677,387 164,737
Pensions and annuities in AGI: Number 471,166 107,614
Amount 7,768,683 863,483
Social Security benefits in AGI: Number 241,079 4,990
Amount 2,097,567 14,211
Total statutory adjustments: Number 488,905 103,609
Amount 1,329,670 119,877
Self-employment retirement
plans: (6) Number 30,749 1,134
Amount 278,840 2,760
Total itemized deductions: (7) Number 935,877 63,843
Amount 16,498,121 1,020,450
Medical and dental expense: Number 136,317 36,948
Amount 1,019,710 368,473
Taxes paid: Number 904,013 55,794
Amount 2,825,864 125,158
Interest paid: Number 853,940 48,250
Amount 9,397,642 424,369
Contributions: Number 791,620 38,371
Amount 2,805,064 54,853
Taxable income: Number 2,345,615 541,105
Amount 112,483,023 2,685,766
Total tax credits: (8) Number 777,519 90,136
Amount 733,675 36,169
Child care credit: Number 115,771 6,257
Amount 49,502 1,952
Earned income credit: (9) Number 300,031 222,910
Amount 456,344 383,266
Excess earned income credit
(refundable): (10)
Number 243,814 198,894
Amount 387,537 342,481
Income tax: (11) Number 2,257,590 494,777
Amount 25,253,549 365,403
Total tax liability: (12) Number 2,327,252 550,806
Amount 26,153,600 456,967
Tax due at time of filing: (13) Number 719,221 156,855
Amount 3,882,974 82,325
Overpayments: (14) Number 1,912,571 723,497
Amount 3,397,876 790,964
WEST VIRGINIA
Number of returns 749,931 342,401
Number of joint returns 354,499 77,019
Number with paid preparer’s signature 376,214 162,875
Number of exemptions (3) 1,497,321 516,454
Adjusted gross income (AGI) (4) 25,645,088 3,121,779
Salaries and wages in AGI: (5) Number 635,183 273,991
Amount 18,936,701 2,463,922
Taxable interest: Number 370,969 109,251
Amount 869,901 176,286
Tax-exempt interest: (6) Number 15,448 2,057
Amount 171,129 57,942
Dividends: Number 138,893 33,808
Amount 469,918 40,845
Business or profession net
income (less loss):
Number 92,023 34,305
Amount 950,952 94,812
Number of farm returns 14,292 4,439
Net capital gain (less loss)
in AGI: Number 111,078 26,909
Amount 1,071,010 47,785
Taxable Individual Retirement
Arrangements distributions: Number 43,612 11,447
Amount 412,422 44,070
Pensions and annuities in AGI: Number 145,994 52,760
Amount 1,834,753 401,248
Social Security benefits in AGI: Number 57,500 1,339
Amount 435,507 3,852
Total statutory adjustments: Number 116,455 37,023
Amount 237,547 29,791
Self-employment retirement
plans: (6) Number 4,086 115
Amount 45,989 302
Total itemized deductions: (7) Number 131,433 7,901
Amount 1,993,928 99,399
Medical and dental expense: Number 16,970 4,455
Amount 127,789 37,782
Taxes paid: Number 131,085 7,403
Amount 679,415 10,556
Interest paid: Number 109,823 5,118
Amount 743,886 34,114
Contributions: Number 104,858 4,400
Amount 328,552 7,618
Taxable income: Number 580,135 174,744
Amount 16,844,792 805,383
Total tax credits: (8) Number 178,287 23,862
Amount 140,161 8,426
Child care credit: Number 16,186 1,014
Amount 5,545 262
Earned income credit: (9) Number 133,149 104,668
Amount 209,068 181,863
Excess earned income credit
(refundable): (10)
Number 111,779 94,792
Amount 183,147 165,547
Income tax: (11) Number 554,820 160,611
Amount 3,102,427 112,649
Total tax liability: (12) Number 581,037 183,948
Amount 3,278,511 141,618
Tax due at time of filing: (13) Number 135,048 40,544
Amount 345,005 19,364
Overpayments: (14) Number 584,666 284,365
Amount 901,556 330,650
WISCONSIN
Number of returns 2,596,868 962,997
Number of joint returns 1,089,994 112,822
Number with paid preparer’s signature 1,360,246 447,881
Number of exemptions (3) 5,043,158 1,157,663
Adjusted gross income (AGI) (4) 116,346,242 8,187,812
Salaries and wages in AGI: (5) Number 2,245,798 766,085
Amount 83,422,931 6,715,735
Taxable interest: Number 1,669,660 444,863
Amount 3,674,248 566,881
Tax-exempt interest: (6) Number 84,685 9,156
Amount 673,005 56,421
Dividends: Number 800,505 192,247
Amount 2,502,234 213,431
Business or profession net
income (less loss):
Number 298,294 73,798
Amount 3,038,382 143,419
Number of farm returns 68,244 22,142
Net capital gain (less loss)
in AGI: Number 698,762 175,671
Amount 8,710,148 347,163
Taxable Individual Retirement
Arrangements distributions: Number 228,745 56,253
Amount 2,266,264 224,908
Pensions and annuities in AGI: Number 438,581 126,295
Amount 5,873,795 812,083
Social Security benefits in AGI: Number 216,862 3,785
Amount 1,795,098 7,422
Total statutory adjustments: Number 439,743 94,881
Amount 1,002,514 98,244
Self-employment retirement
plans: (6) Number 23,466 795
Amount 177,880 1,826
Total itemized deductions: (7) Number 968,038 58,053
Amount 16,211,258 895,357
Medical and dental expense: Number 133,653 39,402
Amount 997,575 425,658
Taxes paid: Number 966,353 55,286
Amount 7,441,033 211,382
Interest paid: Number 802,591 32,312
Amount 5,368,889 179,434
Contributions: Number 839,008 40,470
Amount 2,152,322 52,174
Taxable income: Number 2,202,869 580,045
Amount 80,736,717 2,749,598
Total tax credits: (8) Number 740,425 86,617
Amount 637,929 34,131
Child care credit: Number 97,695 5,746
Amount 37,328 1,790
Earned income credit: (9) Number 243,219 177,589
Amount 367,619 305,028
Excess earned income credit
(refundable): (10)
Number 194,155 157,977
Amount 310,018 273,380
Income tax: (11) Number 2,128,658 539,176
Amount 15,899,955 374,320
Total tax liability: (12) Number 2,164,687 583,469
Amount 16,522,807 442,001
Tax due at time of filing: (13) Number 627,229 173,166
Amount 2,070,374 72,859
Overpayments: (14) Number 1,850,497 724,949
Amount 2,859,270 658,379
WYOMING
Number of returns 235,165 99,186
Number of joint returns 103,814 14,723
Number with paid preparer’s signature 130,844 49,081
Number of exemptions (3) 465,470 129,013
Adjusted gross income (AGI) (4) 11,020,031 725,833
Salaries and wages in AGI: (5) Number 199,473 80,684
Amount 6,544,945 708,270
Taxable interest: Number 131,352 38,312
Amount 447,205 52,006
Tax-exempt interest: (6) Number 9,355 1,283
Amount 166,748 6,492
Dividends: Number 64,822 16,368
Amount 385,764 22,269
Business or profession net
income (less loss):
Number 38,256 11,589
Amount 377,015 22,389
Number of farm returns 9,739 3,172
Net capital gain (less loss)
in AGI: Number 60,194 15,732
Amount 1,955,761 49,197
Taxable Individual Retirement
Arrangements distributions: Number 16,282 3,295
Amount 200,900 15,152
Pensions and annuities in AGI: Number 38,315 10,158
Amount 552,482 74,058
Social Security benefits in AGI: Number 19,236 400
Amount 157,478 1,051
Total statutory adjustments: Number 48,432 12,731
Amount 105,907 11,596
Self-employment retirement
plans: (6) Number 1,938 61
Amount 17,052 145
Total itemized deductions: (7) Number 46,573 3,940
Amount 954,562 51,961
Medical and dental expense: Number 10,911 2,775
Amount 72,215 20,751
Taxes paid: Number 44,671 3,303
Amount 119,318 4,061
Interest paid: Number 39,718 2,551
Amount 390,072 19,191
Contributions: Number 36,915 2,272
Amount 335,352 3,515
Taxable income: Number 188,825 53,894
Amount 8,220,177 250,361
Total tax credits: (8) Number 65,707 8,291
Amount 59,713 2,962
Child care credit: Number 9,940 736
Amount 3,622 242
Earned income credit: (9) Number 30,551 23,460
Amount 46,391 39,575
Excess earned income credit
(refundable): (10)
Number 24,915 20,819
Amount 39,483 35,297
Income tax: (11) Number 180,751 49,614
Amount 1,819,923 34,554
Total tax liability: (12) Number 189,080 56,504
Amount 1,896,919 44,173
Tax due at time of filing: (13) Number 57,669 15,233
Amount 297,300 7,823
Overpayments: (14) Number 164,175 77,037
Amount 265,509 78,466
OTHER AREAS (15)
Number of returns 1,474,174 1,059,430
Number of joint returns 387,764 175,480
Number with paid preparer’s signature 518,203 328,657
Number of exemptions (3) 2,866,847 1,886,919
Adjusted gross income (AGI) (4) 48,578,977 2,768,384
Salaries and wages in AGI: (5) Number 839,719 472,834
Amount 49,649,568 8,898,293
Taxable interest: Number 472,105 214,424
Amount 1,380,351 238,778
Tax-exempt interest: (6) Number 29,194 8,775
Amount 255,422 29,306
Dividends: Number 253,622 87,221
Amount 1,475,748 147,120
Business or profession net
income (less loss):
Number 52,304 26,607
Amount 1,024,254 244,531
Number of farm returns 2,063 864
Net capital gain (less loss)
in AGI: Number 242,621 87,276
Amount 7,494,549 325,777
Taxable Individual Retirement
Arrangements distributions: Number 25,069 6,968
Amount 335,025 41,620
Pensions and annuities in AGI: Number 84,566 33,165
Amount 1,517,006 310,676
Social Security benefits in AGI: Number 21,747 4,310
Amount 185,535 39,719
Total statutory adjustments: Number 129,407 60,750
Amount 611,128 248,114
Self-employment retirement
plans: (6) Number 3,196 299
Amount 49,260 1,602
Total itemized deductions: (7) Number 345,972 192,535
Amount 2,924,030 486,703
Medical and dental expense: Number 10,167 3,679
Amount 72,792 21,667
Taxes paid: Number 300,561 158,459
Amount 1,392,103 259,454
Interest paid: Number 73,102 7,394
Amount 957,877 69,075
Contributions: Number 95,490 21,167
Amount 450,108 14,418
Taxable income: Number 707,602 296,887
Amount 41,190,838 1,688,849
Total tax credits: (8) Number 243,371 33,557
Amount 3,526,102 13,746
Child care credit: Number 21,695 1,846
Amount 10,074 718
Earned income credit: (9) Number 15,201 11,396
Amount 15,081 13,090
Excess earned income credit
(refundable): (10)
Number 13,797 10,533
Amount 14,037 12,407
Income tax: (11) Number 663,209 281,790
Amount 7,682,059 241,934
Total tax liability: (12) Number 774,422 390,473
Amount 8,072,666 512,423
Tax due at time of filing: (13) Number 265,273 138,468
Amount 1,307,471 142,913
Overpayments: (14) Number 905,997 653,429
Amount 1,802,710 743,112
State and item $20,000 $30,000
under under
$30,000 $50,000
(3) (4)
Number of returns 18,533,555 23,878,431
Number of joint returns 5,048,901 10,357,943
Number with paid preparer’s signature 9,990,822 13,120,964
Number of exemptions (3) 35,148,123 50,789,610
Adjusted gross income (AGI) (4) 458,529,234 933,120,599
Salaries and wages in AGI: (5) Number 16,201,576 21,373,397
Amount 375,166,537 763,909,100
Taxable interest: Number 7,576,607 13,566,142
Amount 13,144,041 22,999,595
Tax-exempt interest: (6) Number 273,963 599,290
Amount 1,339,384 3,645,956
Dividends: Number 2,865,206 5,622,290
Amount 5,206,467 10,911,606
Business or profession net
income (less loss):
Number 1,979,233 3,229,779
Amount 14,117,543 25,258,880
Number of farm returns 254,345 438,197
Net capital gain (less loss) 2,363,376 4,682,047
in AGI: Number
Amount 5,737,214 13,657,625
Taxable Individual Retirement
Arrangements distributions: Number 1,090,090 1,727,426
Amount 6,283,645 12,718,744
Pensions and annuities in AGI: Number 3,018,380 4,378,604
Amount 34,310,886 61,443,005
Social Security benefits in 1,667,142 3,150,837
AGI: Number
Amount 3,093,173 17,444,854
Total statutory adjustments: Number 2,981,104 4,922,052
Amount 4,247,560 8,337,125
Self-employment retirement
plans: (6) Number 45,502 122,331
Amount 138,573 479,601
Total itemized deductions: (7) Number 3,324,384 8,915,073
Amount 38,605,091 110,130,159
Medical and dental expense: Number 1,189,767 1,864,857
Amount 6,918,369 9,394,682
Taxes paid: Number 3,242,225 8,818,337
Amount 7,447,050 27,272,109
Interest paid: Number 2,457,766 7,316,565
Amount 15,525,692 48,252,439
Contributions: Number 2,656,275 7,529,607
Amount 4,514,402 13,768,017
Taxable income: Number 18,045,985 23,719,432
Amount 238,991,172 593,307,519
Total tax credits: (8) Number 6,116,864 8,763,432
Amount 4,368,644 7,988,287
Child care credit: Number 928,518 1,455,302
Amount 418,647 626,667
Earned income credit: (9) Number 4,414,085 160,638
Amount 4,446,167 19,033
Excess earned income credit
(refundable): (10)
Number 2,680,983 44,393
Amount 2,806,606 5,121
Income tax: (11) Number 16,436,784 23,166,662
Amount 31,317,577 85,865,400
Total tax liability: (12) Number 16,874,756 23,354,127
Amount 34,275,965 91,388,580
Tax due at time of filing: (13) Number 3,415,158 5,518,836
Amount 3,388,030 7,872,287
Overpayments: (14) Number 14,714,366 17,778,191
Amount 20,707,221 29,789,110
ALABAMA
Number of returns 286,275 331,729
Number of joint returns 92,563 179,897
Number with paid preparer’s signature 168,833 201,511
Number of exemptions (3) 584,851 758,603
Adjusted gross income (AGI) (4) 7,040,117 12,919,683
Salaries and wages in AGI: (5) Number 254,341 299,445
Amount 5,897,271 10,707,825
Taxable interest: Number 98,399 170,720
Amount 181,848 305,012
Tax-exempt interest: (6) Number 2,185 5,166
Amount 32,234 32,531
Dividends: Number 29,982 59,117
Amount 48,255 105,633
Business or profession net
income (less loss):
Number 30,652 47,100
Amount 151,396 258,785
Number of farm returns 6,305 11,121
Net capital gain (less loss) in 23,047 45,961
AGI: Number
Amount 54,422 134,256
Taxable Individual Retirement
Arrangements distributions: Number 13,288 20,322
Amount 75,140 151,955
Pensions and annuities in AGI: Number 50,346 68,612
Amount 597,123 995,019
Social Security benefits in
AGI: Number 22,530 44,864
Amount 37,467 231,512
Total statutory adjustments: Number 38,496 60,540
Amount 50,048 91,018
Self-employment retirement
plans: (6) Number 307 804
Amount 793 2,955
Total itemized deductions: (7) Number 56,904 131,558
Amount 593,214 1,507,160
Medical and dental expense: Number 28,960 42,740
Amount 111,756 152,060
Taxes paid: Number 56,608 131,771
Amount 74,352 254,009
Interest paid: Number 42,747 109,500
Amount 215,681 600,968
Contributions: Number 49,158 117,563
Amount 109,100 294,628
Taxable income: Number 280,383 330,117
Amount 3,460,148 8,000,919
Total tax credits: (8) Number 108,573 131,898
Amount 78,033 118,523
Child care credit: Number 17,183 25,213
Amount 7,661 10,157
Earned income credit: (9) Number 90,052 2,734
Amount 92,612 326
Excess earned income credit
(refundable): (10)
Number 55,834 639
Amount 59,137 68
Income tax: (11) Number 252,466 324,056
Amount 439,538 1,124,831
Total tax liability: (12) Number 258,867 326,024
Amount 478,152 1,194,821
Tax due at time of filing: (13) Number 45,571 71,173
Amount 42,418 97,168
Overpayments: (14) Number 236,192 254,015
Amount 376,618 431,209
ALASKA
Number of returns 38,554 55,022
Number of joint returns 9,629 21,425
Number with paid preparer’s signature 17,862 25,967
Number of exemptions (3) 73,559 118,353
Adjusted gross income (AGI) (4) 958,207 2,162,173
Salaries and wages in AGI: (5) Number 34,475 49,932
Amount 741,179 1,907,829
Taxable interest: Number 15,772 30,705
Amount 15,259 33,105
Tax-exempt interest: (6) Number 472 995
Amount 2,217 5,343
Dividends: Number 7,144 13,996
Amount 9,532 20,267
Business or profession net
income (less loss):
Number 5,836 10,192
Amount 34,646 69,547
Number of farm returns 72 184
Net capital gain (less loss) 4,580 10,113
in AGI: Number
Amount 10,541 25,774
Taxable Individual Retirement
Arrangements distributions: Number 1,109 2,662
Amount 6,178 18,588
Pensions and annuities in AGI: Number 4,449 8,459
Amount 50,445 131,930
Social Security benefits in 2,032 4,500
AGI: Number
Amount 3,769 24,356
Total statutory adjustments: Number 8,386 13,897
Amount 11,407 23,828
Self-employment retirement 157 424
plans: (6) Number
Amount 435 1,678
Total itemized deductions: (7) Number 4,232 14,487
Amount 46,245 165,487
Medical and dental expense: Number 1,395 2,656
Amount 8,073 13,451
Taxes paid: Number 3,727 13,519
Amount 6,546 25,997
Interest paid: Number 3,490 12,999
Amount 22,250 91,070
Contributions: Number 3,067 11,134
Amount 5,641 22,195
Taxable income: Number 37,621 54,794
Amount 523,641 1,430,882
Total tax credits: (8) Number 14,026 21,983
Amount 10,214 20,951
Child care credit: Number 1,778 3,454
Amount 630 1,412
Earned income credit: (9) Number 8,262 399
Amount 8,117 51
Excess earned income credit
(refundable): (10)
Number 4,832 102
Amount 4,829 12
Income tax: (11) Number 34,276 53,540
Amount 69,047 210,794
Total tax liability: (12) Number 35,277 53,974
Amount 76,788 226,867
Tax due at time of filing: (13) Number 9,371 15,385
Amount 9,889 24,662
Overpayments: (14) Number 28,358 38,428
Amount 38,003 60,445
ARIZONA
Number of returns 335,202 410,303
Number of joint returns 98,262 186,603
Number with paid preparer’s signature 179,813 226,849
Number of exemptions (3) 673,300 908,210
Adjusted gross income (AGI) (4) 8,286,797 15,979,039
Salaries and wages in AGI: (5) Number 290,527 359,363
Amount 6,769,141 12,792,404
Taxable interest: Number 123,193 214,410
Amount 216,090 376,712
Tax-exempt interest: (6) Number 6,432 13,617
Amount 34,501 91,304
Dividends: Number 53,221 98,890
Amount 110,038 224,193
Business or profession net
income (less loss):
Number 33,066 54,363
Amount 212,075 383,242
Number of farm returns 817 1,408
Net capital gain (less loss)
in AGI: Number 45,013 83,646
Amount 99,316 245,939
Taxable Individual Retirement
Arrangements distributions: Number 20,405 32,784
Amount 126,259 263,424
Pensions and annuities in AGI: Number 57,202 83,866
Amount 669,539 1,232,207
Social Security benefits in AGI: Number 32,112 61,797
Amount 58,421 344,612
Total statutory adjustments: Number 51,785 84,023
Amount 75,136 143,961
Self-employment retirement
plans: (6) Number 758 2,047
Amount 2,328 8,058
Total itemized deductions: (7) Number 70,254 180,379
Amount 791,157 2,318,343
Medical and dental expense: Number 30,713 48,392
Amount 134,303 201,751
Taxes paid: Number 69,704 180,071
Amount 119,681 545,286
Interest paid: Number 58,308 160,604
Amount 377,505 1,110,772
Contributions: Number 57,651 154,200
Amount 83,244 244,893
Taxable income: Number 323,416 407,053
Amount 4,143,247 9,874,922
Total tax credits: (8) Number 119,081 159,054
Amount 82,313 144,387
Child care credit: Number 15,221 24,442
Amount 6,473 10,001
Earned income credit: (9) Number 85,695 3,429
Amount 89,073 403
Excess earned income credit
(refundable): (10)
Number 55,524 1,145
Amount 60,385 132
Income tax: (11) Number
Amount 288,814 394,787
Total tax liability: (12) Number 536,334 1,405,353
Amount 296,587 398,335
Tax due at time of filing: (13) Number 582,078 1,491,293
Amount 68,125 106,845
Overpayments: (14) Number 59,926 141,779
Amount 259,501 292,887
Amount : 355,801 506,797
ARKANSAS
Number of returns 177,623 200,617
Number of joint returns 68,433 125,964
Number with paid preparer’s signature 109,663 126,573
Number of exemptions (3) 372,087 479,488
Adjusted gross income (AGI) (4) 4,369,843 7,813,197
Salaries and wages in AGI: (5) Number 156,412 179,160
Amount 3,595,465 6,351,148
Taxable interest: Number 65,031 105,378
Amount 136,645 217,663
Tax-exempt interest: (6) Number 1,751 3,728
Amount 8,429 21,221
Dividends: Number 22,732 40,568
Amount 31,914 64,126
Business or profession net
income (less loss):
Number 22,341 31,890
Amount 125,862 208,502
Number of farm returns 6,769 10,682
Net capital gain (less loss) in
AGI: Number 18,962 33,765
Amount 45,484 104,409
Taxable Individual Retirement
Arrangements distributions: Number 9,706 14,038
Amount 58,189 109,786
Pensions and annuities in AGI: Number 29,602 39,627
Amount 326,026 537,503
Social Security benefits in
AGI: Number 14,784 30,213
Amount 24,312 153,506
Total statutory adjustments: Number 27,656 41,992
Amount 34,954 63,908
Self-employment retirement
plans: (6) Number 171 520
Amount 582 1,902
Total itemized deductions: (7) Number 24,990 61,553
Amount 261,065 705,760
Medical and dental expense: Number 11,949 18,188
Amount 59,901 81,529
Taxes paid: Number 24,814 61,510
Amount 37,655 158,862
Interest paid: Number 18,138 50,087
Amount 85,519 250,822
Contributions: Number 19,451 50,037
Amount 45,701 129,079
Taxable income: Number 173,990 199,843
Amount 2,148,790 4,852,942
Total tax credits: (8) Number 65,117 81,423
Amount 45,118 73,519
Child care credit: Number 8,810 15,431
Amount 3,535 5,870
Earned income credit: (9) Number 54,126 1,866
Amount 56,081 224
Excess earned income credit
(refundable): (10)
Number 33,301 445
Amount 35,723 51
Income tax: (11) Number 156,290 196,179
Amount 275,758 675,974
Total tax liability: (12) Number 161,043 197,426
Amount 305,190 727,639
Tax due at time of filing: (13) Number 32,092 48,698
Amount 32,409 72,358
Overpayments: (14) Number 142,129 147,365
Amount 217,072 235,728
CALIFORNIA
Number of returns 2,029,500 2,695,844
Number of joint returns 581,403 1,032,844
Number with paid preparer’s signature 1,193,224 1,591,566
Number of exemptions (3) 4,209,154 5,867,988
Adjusted gross income (AGI) (4) 50,209,204 105,348,523
Salaries and wages in AGI: (5) Number 1,750,314 2,376,432
Amount 40,973,305 86,497,500
Taxable interest: Number 770,960 1,464,543
Amount 1,320,968 2,475,629
Tax-exempt interest: (6) Number 30,517 68,411
Amount 180,274 457,647
Dividends: Number 291,297 594,551
Amount 602,030 1,280,056
Business or profession net
income (less loss):
Number 250,499 381,734
Amount 2,363,882 4,072,926
Number of farm returns 5,968 11,125
Net capital gain (less loss)
in AGI: Number 250,315 510,494
Amount 539,492 1,339,141
Taxable Individual Retirement
Arrangements distributions: Number 95,898 166,610
Amount 594,159 1,273,782
Pensions and annuities in AGI: Number 270,777 415,517
Amount 3,271,934 6,202,570
Social Security benefits in AGI: Number 162,398 316,318
Amount 307,320 1,776,119
Total statutory adjustments: Number 338,191 557,110
Amount 549,016 1,122,129
Self-employment retirement
plans: (6) Number 8,776 22,333
Amount 28,925 99,525
Total itemized deductions: (7) Number 406,352 1,057,623
Amount 5,434,032 15,810,554
Medical and dental expense: Number 129,580 212,938
Amount 716,440 1,103,843
Taxes paid: Number 403,652 1,057,166
Amount 919,717 3,451,360
Interest paid: Number 308,073 852,189
Amount 2,693,263 7,927,497
Contributions: Number 331,574 929,121
Amount 508,393 1,600,912
Taxable income: Number 1,936,228 2,662,357
Amount 24,479,098 64,505,538
Total tax credits: (8) Number 745,176 1,039,063
Amount 523,674 954,200
Child care credit: Number 105,713 192,310
Amount 52,027 97,688
Earned income credit: (9) Number 515,069 21,823
Amount 532,261 2,629
Excess earned income credit
(refundable): (10)
Number 330,085 7,959
Amount 352,774 943
Income tax: (11) Number 1,708,890 2,568,295
Amount 3,133,889 9,327,002
Total tax liability: (12) Number 1,776,722 2,602,323
Amount 3,576,472 10,119,488
Tax due at time of filing: (13) Number 435,310 694,669
Amount 479,897 1,074,822
Overpayments: (14) Number 1,544,161 1,931,136
Amount 2,140,755 3,193,179
COLORADO
Number of returns 288,811 399,823
Number of joint returns 68,957 157,080
Number with paid preparer’s signature 143,467 205,513
Number of exemptions (3) 508,866 804,218
Adjusted gross income (AGI) (4) 7,170,159 15,622,814
Salaries and wages in AGI: (5) Number 253,666 359,047
Amount 5,947,679 12,778,934
Taxable interest: Number 119,259 227,900
Amount 172,922 316,878
Tax-exempt interest: (6) Number 4,700 10,361
Amount 23,759 58,319
Dividends: Number 49,004 100,562
Amount 83,446 181,969
Business or profession net
income (less loss):
Number 36,572 63,703
Amount 281,525 531,936
Number of farm returns 3,683 6,326
Net capital gain (less loss) in
AGI: Number 42,613 87,590
Amount 126,064 285,294
Taxable Individual Retirement
Arrangements distributions: Number 15,803 28,421
Amount 86,696 197,757
Pensions and annuities in AGI: Number 41,619 67,679
Amount 476,529 977,559
Social Security benefits in
AGI: Number 21,136 44,251
Amount 120,095 226,906
Total statutory adjustments: Number 58,432 100,403
Amount 87,211 176,525
Self-employment retirement
plans: (6) Number 1,112 2,825
Amount 3,334 10,606
Total itemized deductions: (7) Number 59,553 174,354
Amount 814,458 2,229,518
Medical and dental expense: Number 18,540 31,445
Amount 120,335 223,791
Taxes paid: Number 58,706 173,534
Amount 107,450 424,247
Interest paid: Number 50,707 158,550
Amount 398,605 1,225,317
Contributions: Number 45,000 140,314
Amount 63,104 206,797
Taxable income: Number 280,428 396,860
Amount 3,876,530 9,951,003
Total tax credits: (8) Number 87,757 140,869
Amount 60,906 123,594
Child care credit: Number 12,862 22,332
Amount 5,480 9,062
Earned income credit: (9) Number 56,235 2,245
Amount 55,421 265
Excess earned income credit
(refundable): (10)
Number 33,175 628
Amount 34,112 72
Income tax: (11) Number 258,282 387,319
Amount 517,314 1,453,555
Total tax liability: (12) Number 265,796 391,131
Amount 573,892 1,563,894
Tax due at time of filing: (13) Number 65,284 106,859
Amount 65,898 156,627
Overpayments: (14) Number 217,224 283,401
Amount 278,509 430,945
CONNECTICUT
Number of returns 201,505 302,599
Number of joint returns 38,027 91,831
Number of joint returns 103,027 158,899
Number of exemptions (3) 327,603 547,473
Adjusted gross income (AGI) (4) 5,012,337 11,882,045
Salaries and wages in AGI: (5) Number 169,880 266,566
Amount 3,907,735 9,496,995
Taxable interest: Number 102,194 205,020
Amount 175,328 324,484
Tax-exempt interest: (6) Number 4,695 10,426
Amount 20,572 56,221
Dividends: Number 42,527 88,432
Amount 85,081 185,027
Business or profession net
income (less loss):
Number 19,523 36,379
Amount 195,682 405,941
Number of farm returns 284 504
Net capital gain (less loss) in
AGI: Number 34,191 71,920
Amount 90,557 207,699
Taxable Individual Retirement
Arrangements distributions: Number 16,719 26,695
Amount 93,798 180,473
Pensions and annuities in AGI: Number 35,957 54,645
Amount 388,944 730,281
Social Security benefits in
AGI: Number 25,124 44,745
Amount 48,669 269,400
Total statutory adjustments: Number 34,410 63,507
Amount 55,494 126,719
Self-employment retirement
plans: (6) Number 887 2,409
Amount 2,751 10,277
Total itemized deductions: (7) Number 35,823 114,093
Amount 433,675 1,405,440
Medical and dental expense: Number 13,082 21,150
Amount 82,135 123,761
Taxes paid: Number 35,721 114,339
Amount 116,753 457,247
Interest paid: Number 26,448 94,035
Amount 169,830 602,613
Contributions: Number 29,788 99,626
Amount 36,774 127,649
Taxable income: Number 196,859 300,407
Amount 2,822,198 7,928,709
Total tax credits: (8) Number 53,823 90,094
Amount 38,601 76,443
Child care credit: Number 8,126 13,241
Amount 3,587 5,655
Earned income credit: (9) Number 35,024 1,311
Amount 33,888 156
Excess earned income credit
(refundable): (10)
Number 19,274 279
Amount 19,716 34
Income tax: (11) Number 185,887 295,929
Amount 382,776 1,200,691
Total tax liability: (12) Number 189,677 298,110
Amount 419,812 1,281,106
Tax due at time of filing: (13) Number 40,579 71,374
Amount 42,719 105,500
Overpayments: (14) Number 155,788 223,523
Amount 204,689 381,118
Amount
DELAWARE
Number of returns 54,291 71,489
Number of joint returns 11,692 25,905
Number with paid preparer’s signature 26,492 36,178
Number of exemptions (3) 96,652 140,048
Adjusted gross income (AGI) (4) 1,344,872 2,796,787
Salaries and wages in AGI: (5) Number 47,529 63,915
Amount 1,085,715 2,244,050
Taxable interest: Number 21,503 40,575
Amount 34,116 64,244
Tax-exempt interest: (6) Number 900 1,970
Amount 3,691 9,616
Dividends: Number 9,195 18,308
Amount 17,242 38,395
Business or profession net
income (less loss):
Number 4,079 7,568
Amount 30,106 56,306
Number of farm returns 317 545
Net capital gain (less loss) in
AGI: Number 6,573 13,690
Amount 14,734 37,501
Taxable Individual Retirement
Arrangements distributions: Number 3,375 5,511
Amount 17,776 39,922
Pensions and annuities in AGI: Number 10,482 15,772
Amount 122,721 222,892
Social Security benefits
in AGI: Number 5,747 10,657
Amount 10,396 61,406
Total statutory adjustments: Number 6,695 12,062
Amount 9,236 19,465
Self-employment retirement plans:
(6) Number 79 282
Amount 261 1,005
Total itemized deductions: (7) Number 9,366 28,474
Amount 96,548 320,885
Medical and dental expense: Number 2,715 4,319
Amount 15,444 24,740
Taxes paid: Number 9,313 28,578
Amount 14,332 66,090
Interest paid: Number 7,908 25,562
Amount 48,306 167,571
Contributions: Number 7,690 24,593
Amount 11,885 40,001
Taxable income: Number 53,329 71,167
Amount 731,601 1,832,463
Total tax credits: (8) Number 17,083 23,662
Amount 12,654 21,031
Child care credit: Number 3,693 4,763
Amount 1,694 2,073
Earned income credit: (9) Number 12,400 410
Amount 12,338 48
Excess earned income credit
(refundable): (10)
Number 7,324 88
Amount 7,748 9
Income tax: (11) Number 49,268 70,069
Amount 96,649 270,521
Total tax liability: (12) Number 50,104 70,376
Amount 102,796 282,687
Tax due at time of filing: (13) Number 9,526 16,793
Amount 8,698 22,021
Overpayments: (14) Number 43,810 53,260
Amount 59,414 85,887
DISTRICT OF COLUMBIA
Number of returns 46,018 58,570
Number of joint returns 3,774 6,597
Number with paid preparer’s signature 21,477 24,205
Number of exemptions (3) 79,678 92,954
Adjusted gross income (AGI) (4) 1,141,822 2,267,227
Salaries and wages in AGI: (5) Number 40,050 52,181
Amount 953,892 1,907,198
Taxable interest: Number 14,134 27,101
Amount 13,667 28,644
Tax-exempt interest: (6) Number 446 1,162
Amount 2,930 6,766
Dividends: Number 4,786 11,399
Amount 8,297 19,576
Business or profession net
income (less loss):
Number 3,505 5,658
Amount 15,105 35,783
Number of farm returns 7 38
Net capital gain (less loss) in
AGI: Number 3,726 9,132
Amount 11,742 24,203
Taxable Individual Retirement
Arrangements distributions: Number 1,221 2,494
Amount 6,093 13,854
Pensions and annuities in AGI: Number 7,608 10,060
Amount 128,941 213,941
Social Security benefits in AGI: Number 2,358 4,907
Amount 4,699 23,089
Total statutory adjustments: Number 6,409 11,847
Amount 8,231 17,855
Self-employment retirement
plans: (6) Number 121 374
Amount 391 1,723
Total itemized deductions: (7) Number 11,382 25,002
Amount 134,858 328,490
Medical and dental expense: Number 5,140 7,231
Amount 19,927 30,368
Taxes paid: Number 11,205 24,870
Amount 24,401 75,305
Interest paid: Number 5,552 14,873
Amount 34,720 97,280
Contributions: Number 10,126 22,809
Amount 27,236 71,616
Taxable income: Number 45,148 58,157
Amount 610,795 1,511,754
Total tax credits: (8) Number 16,999 17,317
Amount 15,198 21,283
Child care credit: Number 4,242 3,928
Amount 2,381 2,121
Earned income credit: (9) Number 11,828 352
Amount 12,156 42
Excess earned income credit
(refundable): (10)
Number 7,826 105
Amount 8,317 12
Income tax: (11) Number 40,430 56,129
Amount 76,314 225,776
Total tax liability: (12) Number 40,938 55,430
Amount 80,424 234,845
Tax due at time of filing: (13) Number 8,570 14,475
Amount 7,863 18,903
Overpayments: (14) Number 36,788 43,158
Amount 54,293 73,251
FLORIDA
Number of returns 1,176,854 1,335,386
Number of joint returns 328,616 603,724
Number with paid preparer’s signature 613,853 703,652
Number of exemptions (3) 2,180,961 2,763,708
Adjusted gross income (AGI) (4) 29,013,325 51,901,059
Salaries and wages in AGI: (5) Number 1,004,004 1,142,018
Amount 23,081,347 39,982,291
Taxable interest: Number 459,145 724,907
Amount 1,000,612 1,708,013
Tax-exempt interest: (6) Number 22,092 45,960
Amount 160,655 399,182
Dividends: Number 202,472 351,044
Amount 476,978 956,732
Business or profession net
income (less loss):
Number 124,836 173,565
Amount 881,949 1,323,609
Number of farm returns 3,845 6,714
Net capital gain (less loss)
in AGI: Number 167,607 298,883
Amount 374,734 939,111
Taxable Individual Retirement
Arrangements distributions: Number 77,662 117,168
Amount 469,209 927,319
Pensions and annuities in AGI: Number 207,760 292,435
Amount 2,408,484 4,412,878
Social Security benefits in AGI: Number 125,809 239,954
Amount 239,232 1,365,720
Total statutory adjustments: Number 176,779 261,072
Amount 257,925 463,518
Self-employment retirement
plans: (6) Number 2,003 4,844
Amount 5,770 19,053
Total itemized deductions: (7) Number 220,539 453,093
Amount 2,655,952 5,532,924
Medical and dental expense: Number 92,077 130,749
Amount 612,062 684,994
Taxes paid: Number 191,877 416,106
Amount 314,802 756,124
Interest paid: Number 174,457 390,331
Amount 1,109,508 2,648,805
Contributions: Number 178,115 382,619
Amount 293,189 728,669
Taxable income: Number 1,149,053 1,326,370
Amount 15,029,637 33,277,527
Total tax credits: (8) Number 375,274 457,658
Amount 269,708 404,288
Child care credit: Number 66,397 92,235
Amount 28,610 38,750
Earned income credit: (9) Number 279,734 9,026
Amount 283,170 1,079
Excess earned income credit
(refundable): (10)
Number 169,846 2,268
Amount 177,668 263
Income tax: (11) Number 1,054,611 1,302,564
Amount 1,972,392 4,844,180
Total tax liability: (12) Number 1,079,036 1,310,427
Amount 2,144,272 5,111,434
Tax due at time of filing: (13) Number 217,863 333,779
Amount 213,497 475,149
Overpayments: (14) Number 930,475 960,920
Amount 1,344,307 1,610,308
GEORGIA
Number of returns 546,149 660,845
Number of joint returns 130,872 272,945
Number with paid preparer’s signature 303,397 355,910
Number of exemptions (3) 1,076,762 1,402,948
Adjusted gross income (AGI) (4) 13,487,257 25,774,405
Salaries and wages in AGI: (5) Number 495,715 607,533
Amount 11,657,824 21,919,298
Taxable interest: Number 161,088 306,752
Amount 263,443 479,977
Tax-exempt interest: (6) Number 4,017 9,081
Amount 22,687 57,770
Dividends: Number 57,772 126,213
Amount 92,793 204,552
Business or profession net
income (less loss):
Number 58,537 91,734
Amount 359,064 621,524
Number of farm returns 5,112 9,347
Net capital gain (less loss)
in AGI: Number 44,533 96,006
Amount 113,830 272,280
Taxable Individual Retirement Arrangements
distributions: Number 20,917 36,800
Amount 119,185 264,934
Pensions and annuities in AGI: Number 74,008 114,101
Amount 810,125 1,535,564
Social Security benefits in AGI: Number 33,703 68,341
Amount 60,010 361,857
Total statutory adjustments: Number 79,157 130,054
Amount 105,961 201,893
Self-employment retirement
plans: (6) Number 937 2,529
Amount 2,727 9,891
Total itemized deductions: (7) Number 114,563 293,558
Amount 1,288,226 3,650,661
Medical and dental expense: Number 41,855 66,646
Amount 172,346 270,083
Taxes paid: Number 114,728 295,174
Amount 214,577 807,913
Interest paid: Number 88,464 251,721
Amount 548,086 1,615,798
Contributions: Number 95,893 253,547
Amount 203,303 586,898
Taxable income: Number 532,721 656,337
Amount 6,794,797 16,036,262
Total tax credits: (8) Number 204,523 240,116
Amount 150,738 214,935
Child care credit: Number 38,101 47,999
Amount 17,409 20,299
Earned income credit: (9) Number 163,518 4,952
Amount 168,050 588
Excess earned income credit
(refundable): (10)
Number 100,515 1,147
Amount 106,679 132
Income tax: (11) Number 479,489 642,304
Amount 865,740 2,314,582
Total tax liability: (12) Number 491,966 647,122
Amount 946,990 2,461,825
Tax due at time of filing: (13) Number 93,089 150,807
Amount 100,281 222,050
Overpayments: (14) Number 445,480 498,976
Amount 676,451 828,774
HAWAII
Number of returns 87,354 108,158
Number of joint returns 25,556 47,957
Number with paid preparer’s signature 46,045 59,909
Number of exemptions (3) 162,557 229,955
Adjusted gross income (AGI) (4) 2,161,736 4,218,157
Salaries and wages in AGI: (5) Number 75,955 94,611
Amount 1,777,991 3,361,472
Taxable interest: Number 50,774 79,553
Amount 52,857 103,524
Tax-exempt interest: (6) Number 1,375 3,255
Amount 5,072 13,693
Dividends: Number 15,248 30,443
Amount 21,841 48,697
Business or profession net
income (less loss):
Number 9,495 15,465
Amount 56,736 106,149
Number of farm returns 731 1,186
Net capital gain (less loss) in
AGI: Number 12,579 25,436
Amount 22,731 62,180
Taxable Individual Retirement
Arrangements distributions: Number 4,953 9,362
Amount 26,293 60,967
Pensions and annuities in AGI: Number 14,282 21,990
Amount 185,574 370,212
Social Security benefits in AGI: Number 7,244 15,556
Amount 13,288 84,139
Total statutory adjustments: Number 13,850 21,061
Amount 22,593 40,202
Self-employment retirement
plans: (6) Number 307 804
Amount 882 3,050
Total itemized deductions: (7) Number 17,431 42,810
Amount 246,928 589,246
Medical and dental expense: Number 6,423 9,236
Amount 26,307 38,666
Taxes paid: Number 17,241 42,707
Amount 30,345 116,118
Interest paid: Number 10,906 31,091
Amount 135,447 295,904
Contributions: Number 15,056 38,261
Amount 25,107 68,143
Taxable income: Number 84,335 106,988
Amount 1,121,271 2,606,258
Total tax credits: (8) Number 26,506 38,906
Amount 17,984 35,272
Child care credit: Number 3,471 6,767
Amount 1,174 2,412
Earned income credit: (9) Number
Amount 15,577 556
Excess earned income credit
(refundable): (10) 14,821 67
Number 9,872 187
Amount 9,770 22
Income tax: (11) Number 76,793 103,688
Amount 149,488 376,305
Total tax liability: (12) Number 78,741 104,926
Amount 161,827 399,433
Tax due at time of filing: (13) Number 16,157 27,227
Amount 14,555 34,992
Overpayments: (14) Number 69,237 77,687
Amount 89,308 122,880
IDAHO
Number of returns 82,198 109,214
Number of joint returns 35,333 70,757
Number with paid preparer’s signature 45,325 63,662
Number of exemptions (3) 178,337 285,951
Adjusted gross income (AGI) (4) 2,030,410 4,276,217
Salaries and wages in AGI: (5) Number 71,151 97,734
Amount 1,617,660 3,448,906
Taxable interest: Number 36,797 63,814
Amount 62,973 102,513
Tax-exempt interest: (6) Number 1,280 2,751
Amount 4,979 13,811
Dividends: Number 13,197 24,713
Amount 20,867 44,158
Business or profession net
income (less loss):
Number 12,933 21,558
Amount 70,999 126,082
Number of farm returns 3,086 5,310
Net capital gain (less loss)
in AGI: Number 12,705 23,826
Amount 39,185 89,473
Taxable Individual Retirement
Arrangements distributions: Number 5,175 7,950
Amount 30,703 59,059
Pensions and annuities in AGI: Number 13,825 19,668
Amount 157,059 274,320
Social Security benefits in AGI: Number 7,089 13,956
Amount 11,232 72,104
Total statutory adjustments: Number 17,115 28,819
Amount 24,367 46,499
Self-employment retirement
plans: (6) Number 225 574
Amount 657 2,109
Total itemized deductions: (7) Number 19,085 51,622
Amount 206,559 627,071
Medical and dental expense: Number 7,576 12,436
Amount 35,013 51,390
Taxes paid: Number 18,910 51,531
Amount 37,767 145,818
Interest paid: Number 15,896 46,063
Amount 92,829 292,528
Contributions: Number 14,126 40,880
Amount 26,759 86,335
Taxable income: Number 78,637 108,328
Amount 957,531 2,482,937
Total tax credits: (8) Number 28,946 50,081
Amount 19,465 48,449
Child care credit: Number 3,897 8,785
Amount 1,421 3,138
Earned income credit: (9) Number 21,750 1,003
Amount 21,736 117
Excess earned income credit
(refundable): (10)
Number 13,915 364
Amount 14,081 42
Income tax: (11) Number 69,216 103,170
Amount 122,954 332,700
Total tax liability: (12) Number 72,701 104,989
Amount 139,837 363,797
Tax due at time of filing: (13) Number
Amount 18,912 29,624
Overpayments: (14) Number 18,967 43,721
Amount 61,266 76,894
Amount 80,272 116,687
ILLINOIS
Number of returns 773,443 1,080,780
Number of joint returns 178,806 402,979
Number with paid preparer’s signature 420,387 589,914
Number of exemptions (3) 1,435,719 2,217,350
Adjusted gross income (AGI) (4) 19,184,178 42,395,249
Salaries and wages in AGI: (5) Number 673,620 972,216
Amount 15,622,591 35,020,648
Taxable interest: Number 335,921 625,902
Amount 647,980 1,161,874
Tax-exempt interest: (6) Number 12,684 28,010
Amount 43,440 128,864
Dividends: Number 130,889 266,576
Amount 239,198 507,693
Business or profession net
income (less loss):
Number 71,473 124,750
Amount 482,872 890,640
Number of farm returns 8,736 17,366
Net capital gain (less loss) in
AGI: Number 101,084 211,211
Amount 243,783 594,348
Taxable Individual Retirement
Arrangements distributions: Number 51,135 81,492
Amount 298,173 599,179
Pensions and annuities in AGI: Number 133,275 197,189
Amount 1,395,960 2,536,088
Social Security benefits in AGI: Number 78,876 140,749
Amount 141,618 796,267
Total statutory adjustments: Number 116,318 205,631
Amount 160,715 332,308
Self-employment retirement
plans: (6) Number 1,640 4,744
Amount 4,780 17,291
Total itemized deductions: (7) Number 132,411 378,535
Amount 1,539,936 4,696,282
Medical and dental expense: Number 45,956 74,289
Amount 286,591 417,533
Taxes paid: Number 131,784 378,886
Amount 344,776 1,252,238
Interest paid: Number 97,925 314,911
Amount 602,186 2,025,374
Contributions: Number 105,939 319,884
Amount 165,275 546,462
Taxable income: Number 752,909 1,074,028
Amount 10,166,387 27,516,215
Total tax credits: (8) Number 254,599 383,354
Amount 189,489 351,592
Child care credit: Number 43,827 63,351
Amount 22,255 30,831
Earned income credit: (9) Number 180,576 6,859
Amount 182,468 818
Excess earned income credit
(refundable): (10)
Number 111,237 1,889
Amount 117,665 222
Income tax: (11) Number 685,670 1,049,619
Amount 1,328,639 4,037,218
Total tax liability: (12) Number 701,758 1,056,854
Amount 1,435,867 4,251,216
Tax due at time of filing: (13) Number 126,884 219,121
Amount 122,592 308,374
Overpayments: (14) Number 628,237 834,328
Amount 937,233 1,513,969
INDIANA
Number of returns 406,181 533,710
Number of joint returns 110,885 269,957
Number with paid preparer’s signature 226,976 308,178
Number of exemptions (3) 740,078 1,188,444
Adjusted gross income (AGI) (4) 10,057,865 20,952,073
Salaries and wages in AGI: (5) Number 360,649 489,232
Amount 8,245,243 17,439,308
Taxable interest: Number 170,482 300,561
Amount 299,770 490,192
Tax-exempt interest: (6) Number 5,524 11,516
Amount 21,312 60,196
Dividends: Number 57,032 107,627
Amount 92,683 188,732
Business or profession net
income (less loss):
Number 39,144 72,809
Amount 248,595 499,208
Number of farm returns 7,493 13,920
Net capital gain (less loss)
in AGI: Number 44,389 85,213
Amount 106,688 249,549
Taxable Individual Retirement
Arrangements distributions: Number 26,219 38,865
Amount 150,387 291,344
Pensions and annuities in AGI: Number 75,131 102,851
Amount 792,557 1,266,050
Social Security benefits in AGI: Number 40,911 71,038
Amount 71,331 393,109
Total statutory adjustments: Number 58,695 104,782
Amount 71,426 145,852
Self-employment retirement
plans: (6) Number 546 1,556
Amount 1,520 5,348
Total itemized deductions: (7) Number 61,078 180,506
Amount 621,972 1,968,372
Medical and dental expense: Number 20,176 32,201
Amount 116,302 167,147
Taxes paid: Number 61,512 181,570
Amount 125,066 495,457
Interest paid: Number 49,346 160,414
Amount 266,637 937,315
Contributions: Number 43,371 136,600
Amount 74,819 240,811
Taxable income: Number 398,496 531,445
Amount 5,434,581 13,450,779
Total tax credits: (8) Number 121,157 205,067
Amount 84,777 188,176
Child care credit: Number 15,749 26,890
Amount 6,485 10,207
Earned income credit: (9) Number 90,893 3,672
Amount 90,344 434
Excess earned income credit
(refundable): (10)
Number 52,804 917
Amount 55,406 104
Income tax: (11) Number 369,135 520,850
Amount 727,020 1,922,749
Total tax liability: (12) Number 377,047 524,378
Amount 781,504 2,037,111
Tax due at time of filing: (13) Number 62,004 102,043
Amount 57,590 141,736
Overpayments: (14) Number 336,489 420,394
Amount 477,410 745,227
IOWA
Number of returns 200,986 265,838
Number of joint returns 63,116 153,187
Number with paid preparer’s signature 133,324 188,023
Number of exemptions (3) 364,897 623,163
Adjusted gross income (AGI) (4) 4,972,085 10,440,025
Salaries and wages in AGI: (5) Number 171,420 236,076
Amount 3,857,057 8,191,332
Taxable interest: Number 105,932 178,847
Amount 215,442 350,046
Tax-exempt interest: (6) Number 4,038 8,607
Amount 12,373 44,029
Dividends: Number 41,763 76,114
Amount 61,129 121,740
Business or profession net
income (less loss):
Number 24,488 46,312
Amount 130,123 287,775
Number of farm returns 12,747 21,957
Net capital gain (less loss) in
AGI: Number 37,880 69,119
Amount 92,310 214,749
Taxable Individual Retirement
Arrangements
distributions: Number 16,480 23,616
Amount 79,526 146,648
Pensions and annuities in AGI: Number 38,172 52,580
Amount 355,613 577,330
Social Security benefits in AGI: Number 24,439 43,639
Amount 39,729 238,601
Total statutory adjustments: Number 44,043 75,237
Amount 62,677 123,595
Self-employment retirement
plans: (6) Number 652 2,088
Amount 1,844 7,224
Total itemized deductions: (7) Number 33,063 87,986
Amount 343,915 939,305
Medical and dental expense: Number 16,022 22,252
Amount 115,411 137,928
Taxes paid: Number 32,524 87,909
Amount 67,355 262,830
Interest paid: Number 21,410 70,618
Amount 95,849 347,740
Contributions: Number 25,677 71,546
Amount 40,337 112,770
Taxable income: Number 196,338 264,486
Amount 2,667,209 6,604,684
Total tax credits: (8) Number 58,008 110,454
Amount 39,853 108,772
Child care credit: Number 10,031 23,502
Amount 3,833 8,588
Earned income credit: (9) Number 37,996 1,546
Amount 36,823 179
Excess earned income credit
(refundable): (10)
Number 21,692 398
Amount 21,609 45
Income tax: (11) Number 181,475 258,076
Amount 356,758 913,999
Total tax liability: (12) Number 187,253 260,710
Amount 394,120 996,453
Tax due at time of filing: (13) Number 40,747 68,424
Amount 42,834 111,953
Overpayments: (14) Number 153,451 188,253
Amount 197,587 303,189
KANSAS
Number of returns 172,534 230,936
Number of joint returns 56,072 125,799
Number with paid preparer’s signature 104,391 144,227
Number of exemptions (3) 331,611 536,034
Adjusted gross income (AGI) (4) 4,267,317 9,069,189
Salaries and wages in AGI: (5) Number 149,261 205,534
Amount 3,410,500 7,286,236
Taxable interest: Number 77,259 137,844
Amount 164,657 274,051
Tax-exempt interest: (6) Number 3,129 6,850
Amount 14,739 37,690
Dividends: Number 30,223 59,506
Amount 45,678 99,295
Business or profession net
income (less loss):
Number 20,762 38,593
Amount 111,375 240,780
Number of farm returns 8,558 14,696
Net capital gain (less loss)
in AGI: Number 26,634 51,819
Amount 67,013 160,649
Taxable Individual Retirement
Arrangements distributions: Number 13,264 20,684
Amount 70,263 144,151
Pensions and annuities in AGI: Number 30,351 44,041
Amount 305,790 527,770
Social Security benefits in AGI: Number 19,236 35,322
Amount 33,842 199,937
Total statutory adjustments: Number 32,719 58,118
Amount 46,123 95,533
Self-employment retirement
plans: (6) Number 416 1,221
Amount 1,157 4,113
Total itemized deductions: (7) Number 23,772 70,559
Amount 264,013 791,968
Medical and dental expense: Number 11,482 18,839
Amount 82,673 115,233
Taxes paid: Number 23,316 70,331
Amount 46,442 195,416
Interest paid: Number 16,233 57,759
Amount 80,424 309,486
Contributions: Number 18,341 57,674
Amount 35,744 111,636
Taxable income: Number 168,319 229,649
Amount 2,232,102 5,753,411
Total tax credits: (8) Number 56,283 95,237
Amount 38,607 89,796
Child care credit: Number 8,784 17,918
Amount 3,466 6,887
Earned income credit: (9) Number 38,542 1,434
Amount 37,717 165
Excess earned income credit
(refundable): (10)
Number 22,900 390
Amount 23,329 43
Income tax: (11) Number 153,197 224,166
Amount 293,896 807,569
Total tax liability: (12) Number 157,716 226,131
Amount 323,948 872,077
Tax due at time of filing: (13) Number 34,583 58,426
Amount 34,695 90,727
Overpayments: (14) Number 133,016 165,417
Amount 176,387 258,202
KENTUCKY
Number of returns 261,175 322,280
Number of joint returns 95,879 187,716
Number with paid preparer’s signature 161,560 205,457
Number of exemptions (3) 506,918 737,270
Adjusted gross income (AGI) (4) 6,442,508 12,591,005
Salaries and wages in AGI: (5) Number 230,986 293,595
Amount 5,275,157 10,389,115
Taxable interest: Number 102,702 175,401
Amount 192,419 306,567
Tax-exempt interest: (6) Number 2,646 5,628
Amount 10,845 29,320
Dividends: Number 32,136 61,650
Amount 47,720 101,494
Business or profession net
income (less loss):
Number 30,536 47,843
Amount 177,651 299,391
Number of farm returns 12,540 21,359
Net capital gain (less loss)
in AGI: Number 26,614 50,099
Amount 75,660 166,471
Taxable Individual Retirement
Arrangements distributions: Number 13,436 20,222
Amount 75,803 148,823
Pensions and annuities in AGI: Number 46,823 65,155
Amount 525,863 879,956
Social Security benefits in AGI: Number 21,153 41,365
Amount 34,285 206,453
Total statutory adjustments: Number 43,225 67,184
Amount 52,440 95,675
Self-employment retirement
plans: (6) Number 336 926
Amount 1,031 3,377
Total itemized deductions: (7) Number 45,522 124,515
Amount 449,059 1,364,146
Medical and dental expense: Number 16,028 23,129
Amount 77,106 98,170
Taxes paid: Number 45,340 124,761
Amount 95,570 397,448
Interest paid: Number 36,100 107,408
Amount 180,936 578,874
Contributions: Number 34,548 100,188
Amount 56,271 172,174
Taxable income: Number 256,221 320,997
Amount 3,316,240 7,888,473
Total tax credits: (8) Number 83,249 126,203
Amount 55,455 109,386
Child care credit: Number 9,858 18,126
Amount 3,640 6,539
Earned income credit: (9) Number 63,959 2,352
Amount 62,642 277
Excess earned income credit
(refundable): (10)
Number 37,672 538
Amount 38,592 61
Income tax: (11) Number 234,909 315,773
Amount 439,765 1,115,218
Total tax liability: (12) Number 241,067 317,573
Amount 480,202 1,188,815
Tax due at time of filing: (13) Number 44,988 69,033
Amount 43,305 96,261
Overpayments: (14) Number 211,290 246,373
Amount 299,538 410,007
LOUISIANA
Number of returns 267,840 312,655
Number of joint returns 78,444 159,351
Number with paid preparer’s signature 139,388 165,351
Number of exemptions (3) 555,481 728,428
Adjusted gross income (AGI) (4) 6,591,110 12,181,435
Salaries and wages in AGI: (5) Number 237,972 283,067
Amount 5,513,292 10,131,246
Taxable interest: Number 92,158 157,380
Amount 161,667 273,604
Tax-exempt interest: (6) Number 2,594 5,617
Amount 15,171 37,315
Dividends: Number 31,649 59,661
Amount 51,079 105,787
Business or profession net
income (less loss):
Number 29,097 44,280
Amount 163,699 277,314
Number of farm returns 3,326 5,825
Net capital gain (less loss) 25,243 48,365
in AGI: Number 56,512 137,849
Amount
Taxable Individual Retirement
Arrangements distributions: Number 12,181 19,015
Amount 75,728 157,621
Pensions and annuities in AGI: Number 41,936 56,416
Amount 496,227 806,181
Social Security benefits in AGI: Number 18,477 36,672
Amount 31,990 186,120
Total statutory adjustments: Number 38,534 59,316
Amount 50,349 91,952
Self-employment retirement
plans: (6) Number 377 1,021
Amount 1,143 3,882
Total itemized deductions: (7) Number 32,860 81,213
Amount 378,330 1,021,218
Medical and dental expense: Number 14,407 24,849
Amount 75,327 119,580
Taxes paid: Number 31,682 80,350
Amount 27,735 127,720
Interest paid: Number 22,684 64,831
Amount 125,102 376,258
Contributions: Number 26,728 68,187
Amount 62,362 173,822
Taxable income: Number 262,479 310,981
Amount 3,280,086 7,678,048
Total tax credits: (8) Number 105,273 127,755
Amount 75,261 114,627
Child care credit: Number 14,353 21,422
Amount 6,083 8,580
Earned income credit: (9) Number 86,649 2,654
Amount 91,032 314
Excess earned income credit
(refundable): (10)
Number 53,751 601
Amount 57,844 69
Income tax: (11) Number 235,644 304,814
Amount 415,155 1,083,926
Total tax liability: (12) Number 241,495 306,612
Amount 452,846 1,150,055
Tax due at time of filing: (13) Number 46,371 70,844
Amount 44,792 98,971
Overpayments: (14) Number 216,594 234,853
Amount 339,296 396,284
MAINE
Number of returns 94,467 118,155
Number of joint returns 30,170 66,866
Number with paid preparer’s signature 43,888 62,335
Number of exemptions (3) 169,513 265,325
Adjusted gross income (AGI) (4) 2,331,135 4,624,267
Salaries and wages in AGI: (5) Number 82,237 105,990
Amount 1,846,238 3,687,817
Taxable interest: Number 49,299 81,419
Amount 68,046 116,611
Tax-exempt interest: (6) Number 1,213 2,613
Amount 4,309 12,411
Dividends: Number 16,395 29,485
Amount 28,991 59,429
Business or profession net
income (less loss):
Number 14,655 23,027
Amount 110,043 197,089
Number of farm returns 696 1,042
Net capital gain (less loss)
in AGI: Number 14,096 25,518
Amount 42,515 96,531
Taxable Individual Retirement
Arrangements distributions: Number 6,370 9,027
Amount 34,280 62,621
Pensions and annuities in AGI: Number 15,830 22,002
Amount 186,384 309,856
Social Security benefits in AGI: Number 7,644 16,108
Amount 12,180 77,570
Total statutory adjustments: Number 20,324 31,633
Amount 30,837 58,165
Self-employment retirement
plans: (6) Number 337 939
Amount 1,015 3,411
Total itemized deductions: (7) Number 15,549 43,951
Amount 192,411 488,586
Medical and dental expense: Number 5,437 8,652
Amount 29,053 43,822
Taxes paid: Number 15,491 43,978
Amount 77,230 162,116
Interest paid: Number 12,695 38,451
Amount 63,184 206,004
Contributions: Number 11,868 36,287
Amount 12,681 41,986
Taxable income: Number 92,802 117,631
Amount 1,253,826 2,918,499
Total tax credits: (8) Number 25,711 44,474
Amount 17,471 40,935
Child care credit: Number 3,624 7,883
Amount 1,411 3,072
Earned income credit: (9) Number 18,311 663
Amount 17,649 77
Excess earned income credit
(refundable): (10)
Number 9,964 170
Amount 9,804 20
Income tax: (11) Number 86,319 115,580
Amount 169,203 410,771
Total tax liability: (12) Number 88,845 116,357
Amount 189,894 448,089
Tax due at time of filing: (13) Number 19,497 29,773
Amount 20,971 44,993
Overpayments: (14) Number 72,863 85,472
Amount 87,709 130,493
MARYLAND
Number of returns 346,495 490,144
Number of joint returns 62,888 146,865
Number with paid preparer’s signature 168,296 237,123
Number of exemptions (3) 619,842 943,685
Adjusted gross income (AGI) (4) 8,607,523 19,172,158
Salaries and wages in AGl: (5) Number 304,108 439,975
Amount 7,138,716 15,901,696
Taxable interest: Number 136,682 271,948
Amount 183,350 368,071
Tax-exempt interest: (6) Number 4,713 11,650
Amount 18,185 57,195
Dividends: Number 49,145 106,827
Amount 86,549 199,889
Business or profession net
income (less loss):
Number 33,565 59,095
Amount 197,701 361,116
Number of farm returns 1,248 2,377
Net capital gain (less loss)
in AGI: Number 39,527 87,085
Amount 98,919 231,138
Taxable Individual Retirement
Arrangements distributions: Number 17,582 31,456
Amount 93,090 206,036
Pensions and annuities in AGI: Number 55,974 90,656
Amount 718,614 1,477,263
Social Security benefits in AGI: Number 28,732 58,179
Amount 53,734 317,480
Total statutory adjustments: Number 50,187 89,805
Amount 70,104 141,474
Self-employment retirement
plans: (6) Number 812 2,164
Amount 2,367 8,324
Total itemized deductions: (7) Number 91,768 253,554
Amount 1,186,950 3,440,361
Medical and dental expense: Number 31,532 53,858
Amount 228,790 243,468
Taxes paid: Number 91,479 253,641
Amount 247,040 952,381
Interest paid: Number 62,068 198,084
Amount 391,667 1,361,130
Contributions: Number 77,894 224,913
Amount 151,798 494,116
Taxable income: Number 336,629 485,545
Amount 4,470,717 11,804,364
Total tax credits: (8) Number 118,055 168,326
Amount 91,209 151,461
Child care credit: Number 25,691 36,187
Amount 13,426 17,958
Earned income credit: (9) Number 83,074 2,877
Amount 81,001 344
Excess earned income credit
(refundable): (10)
Number 51,097 878
Amount 51,344 101
Income tax: (11) Number 307,229 472,676
Amount 576,813 1,723,659
Total tax liability: (12) Number 314,198 476,647
Amount 621,363 1,809,047
Tax due at time of filing: (13) Number 58,536 103,499
Amount 55,542 133,796
Overpayments: (14) Number 281,883 377,445
Amount 394,989 648,037
MASSACHUSETTS
Number of returns 414,231 595,132
Number of joint returns 77,364 180,466
Number with paid preparer’s signature 203,324 308,146
Number of exemptions (3) 655,749 1,060,814
Adjusted gross income (AGI) (4) 10,305,823 23,285,631
Salaries and wages in AGI: (5) Number 356,685 534,982
Amount 8,222,726 19,049,211
Taxable interest: Number 210,287 388,358
Amount 324,288 591,726
Tax-exempt interest: (6) Number 7,019 15,629
Amount 27,254 73,429
Dividends: Number 76,078 155,633
Amount 131,901 285,514
Business or profession net
income (less loss):
Number 41,460 73,440
Amount 411,805 797,497
Number of farm returns 409 781
Net capital gain (less loss)
in AGI: Number 63,649 132,108
Amount 171,077 396,990
Taxable Individual Retirement
Arrangements distributions: Number 28,307 44,914
Amount 151,679 301,200
Pensions and annuities in AGI: Number 67,585 98,009
Amount 772,318 1,335,014
Social Security benefits in AGI: Number 40,294 77,549
Amount 70,460 419,414
Total statutory adjustments: Number 77,999 135,269
Amount 118,567 239,938
Self-employment retirement
plans: (6) Number 1,698 4,555
Amount 5,184 17,721
Total itemized deductions: (7) Number 68,927 206,570
Amount 874,715 2,551,253
Medical and dental expense: Number 24,608 38,814
Amount 229,485 203,783
Taxes paid: Number 68,631 206,786
Amount 216,163 874,920
Interest paid: Number 50,425 167,489
Amount 304,662 1,054,426
Contributions: Number 57,777 182,698
Amount 67,976 222,808
Taxable income: Number 406,052 591,802
Amount 5,930,971 15,739,657
Total tax credits: (8) Number 104,302 170,868
Amount 74,873 146,489
Child care credit: Number 14,975 22,360
Amount 6,419 9,061
Earned income credit: (9) Number 64,740 2,184
Amount 62,922 261
Excess earned income credit
(refundable): (10)
Number 35,845 510
Amount 36,819 60
Income tax: (11) Number 384,197 582,962
Amount 810,473 2,397,269
Total tax liability: (12) Number 391,644 586,852
Amount 882,852 2,541,365
Tax due at time of filing: (13) Number 80,468 136,845
Amount 83,084 195,259
Overpayments: (14) Number 324,464 444,408
Amount 404,771 730,629
MICHIGAN
Number of returns 603,710 826,628
Number of joint returns 154,253 352,735
Number with paid preparer’s signature 326,530 463,904
Number of exemptions (3) 1,082,856 1,728,214
Adjusted gross income (AGI) (4) 14,958,019 32,432,658
Salaries and wages in AGI: (5) Number 527,215 747,464
Amount 11,660,065 25,949,670
Taxable interest: Number 269,310 484,012
Amount 486,580 810,384
Tax-exempt interest: (6) Number 9,662 20,085
Amount 31,859 147,724
Dividends: Number 105,992 197,525
Amount 194,724 388,146
Business or profession net
income (less loss):
Number 57,872 104,468
Amount 363,970 706,310
Number of farm returns 5,671 9,852
Net capital gain (less loss)
in AGI: Number 84,814 162,104
Amount 206,016 485,546
Taxable Individual Retirement
Arrangements distributions: Number 42,382 65,043
Amount 238,413 480,550
Pensions and annuities in AGI: Number 125,117 172,755
Amount 1,548,072 2,613,866
Social Security benefits in AGI: Number 71,948 119,323
Amount 126,386 685,932
Total statutory adjustments: Number 86,866 154,547
Amount 118,759 239,903
Self-employment retirement
plans: (6) Number 1,248 3,357
Amount 3,779 12,344
Total itemized deductions: (7) Number 108,363 320,360
Amount 1,127,392 3,624,349
Medical and dental expense: Number 30,463 43,142
Amount 155,562 213,402
Taxes paid: Number 108,511 321,524
Amount 263,194 1,026,239
Interest paid: Number 86,075 278,727
Amount 469,415 1,622,944
Contributions: Number 86,547 269,493
Amount 148,917 471,050
Taxable income: Number 590,298 822,552
Amount 8,069,935 20,952,519
Total tax credits: (8) Number 182,026 298,891
Amount 128,795 269,912
Child care credit: Number 24,596 39,639
Amount 10,763 15,927
Earned income credit: (9) Number 129,868 5,013
Amount 130,258 583
Excess earned income credit
(refundable): (10)
Number 78,339 1,366
Amount 82,855 153
Income tax: (11) Number 545,090 805,164
Amount 1,074,861 3,044,777
Total tax liability: (12) Number 557,538 810,984
Amount 1,155,227 3,206,975
Tax due at time of filing: (13) Number 105,049 172,711
Amount 94,467 230,007
Overpayments: (14) Number 486,320 635,331
Amount 666,258 1,112,693
MINNESOTA
Number of returns 323,861 462,571
Number of joint returns 76,042 192,846
Number with paid preparer’s signature 167,898 256,606
Number of exemptions (3) 547,220 947,255
Adjusted gross income (AGI) (4) 8,050,251 18,142,722
Salaries and wages in AGI: (5) Number 282,751 418,161
Amount 6,479,982 14,733,961
Taxable interest: Number 150,457 282,883
Amount 240,394 409,898
Tax-exempt interest: (6) Number 6,495 14,023
Amount 21,691 59,556
Dividends: Number 64,209 130,784
Amount 96,830 200,082
Business or profession net
income (less loss):
Number 37,823 72,106
Amount 244,013 525,007
Number of farm returns 11,382 19,178
Net capital gain (less loss)
in AGI: Number 52,727 106,718
Amount 135,035 318,158
Taxable Individual Retirement
Arrangements distributions: Number 24,587 38,748
Amount 133,951 260,776
Pensions and annuities in AGI: Number 52,616 78,976
Amount 554,173 1,066,823
Social Security benefits in AGI: Number 31,994 61,548
Amount 54,179 334,290
Total statutory adjustments: Number 71,070 122,279
Amount 96,851 197,421
Self-employment retirement
plans: (6) Number 1,223 3,656
Amount 3,547 13,101
Total itemized deductions: (7) Number 62,798 201,677
Amount 666,003 2,290,897
Medical and dental expense: Number 23,293 37,419
Amount 140,442 195,205
Taxes paid: Number 62,366 201,745
Amount 143,055 639,338
Interest paid: Number 48,662 175,318
Amount 267,534 1,050,568
Contributions: Number 51,025 172,578
Amount 72,029 245,300
Taxable income: Number 316,441 459,901
Amount 4,481,242 11,680,635
Total tax credits: (8) Number 86,175 158,162
Amount 61,610 149,688
Child care credit: Number 17,067 30,126
Amount 6,478 11,282
Earned income credit: (9) Number 56,272 2,156
Amount 54,981 253
Excess earned income credit
(refundable): (10)
Number 31,797 540
Amount 32,248 61
Income tax: (11) Number 295,405 449,154
Amount 606,091 1,693,481
Total tax liability: (12) Number 303,728 453,811
Amount 664,696 1,819,524
Tax due at time of filing: (13) Number 75,052 124,091
Amount 73,444 180,232
Overpayments: (14) Number 240,997 326,885
Amount 272,295 480,454
MISSISSIPPI
Number of returns 186,414 192,302
Number of joint returns 54,401 105,350
Number with paid preparer’s signature 107,409 113,353
Number of exemptions (3) 396,545 455,411
Adjusted gross income (AGI) (4) 4,577,213 7,465,188
Salaries and wages in AGI: (5) Number 169,278 175,175
Amount 3,943,189 6,236,497
Taxable interest: Number 52,262 87,600
Amount 100,919 166,159
Tax-exempt interest: (6) Number 1,261 2,627
Amount 6,524 15,420
Dividends: Number 16,725 31,543
Amount 25,342 53,381
Business or profession net
income (less loss):
Number 19,216 28,107
Amount 110,631 186,598
Number of farm returns 4,444 8,033
Net capital gain (less loss)
in AGI: Number 13,809 26,331
Amount 36,007 84,123
Taxable Individual Retirement
Arrangements distributions: Number 7,251 10,904
Amount 41,726 80,158
Pensions and annuities in AGI: Number 26,625 36,641
Amount 292,254 497,082
Social Security benefits in AGI: Number 12,350 24,809
Amount 20,734 127,228
Total statutory adjustments: Number 24,893 37,616
Amount 32,144 57,749
Self-employment retirement
plans: (6) Number 201 523
Amount 558 1,839
Total itemized deductions: (7) Number 24,555 60,010
Amount 332,132 707,858
Medical and dental expense: Number 11,450 19,058
Amount 91,728 81,059
Taxes paid: Number 24,176 59,834
Amount 31,629 115,396
Interest paid: Number 18,049 49,301
Amount 116,386 262,106
Contributions: Number 20,131 50,774
Amount 49,716 138,351
Taxable income: Number 183,109 191,394
Amount 2,236,856 4,625,761
Total tax credits: (8) Number 77,831 79,920
Amount 55,437 71,154
Child care credit: Number 11,293 14,470
Amount 4,950 5,911
Earned income credit: (9) Number 68,214 1,905
Amount 71,526 226
Excess earned income credit
(refundable): (10)
Number 40,971 393
Amount 44,142 46
Income tax: (11) Number 164,406 187,894
Amount 279,068 645,670
Total tax liability: (12) Number 168,659 189,116
Amount 305,849 692,525
Tax due at time of filing: (13) Number 31,174 46,614
Amount 30,663 65,985
Overpayments: (14) Number 152,434 141,761
Amount 248,870 228,603
MISSOURI
Number of returns 378,085 477,599
Number of joint returns 116,328 246,423
Number with paid preparer’s signature 226,641 295,289
Number of exemptions (3) 713,100 1,056,728
Adjusted gross income (AGI) (4) 9,342,070 18,665,604
Salaries and wages in AGI: (5) Number 328,794 426,326
Amount 7,536,788 15,072,097
Taxable interest: Number 158,124 270,380
Amount 330,267 551,148
Tax-exempt interest: (6) Number 5,817 13,046
Amount 24,490 70,940
Dividends: Number 63,643 120,931
Amount 103,780 218,337
Business or profession net
income (less loss):
Number 43,453 70,973
Amount 258,832 475,773
Number of farm returns 14,665 24,552
Net capital gain (less loss)
in AGI: Number 53,785 101,802
Amount 133,510 310,097
Taxable Individual Retirement
Arrangements distributions: Number 25,409 38,990
Amount 138,899 277,627
Pensions and annuities in AGI: Number 70,591 98,193
Amount 758,426 1,293,734
Social Security benefits in AGI: Number 37,973 71,039
Amount 63,679 376,554
Total statutory adjustments: Number 64,790 105,060
Amount 84,403 162,661
Self-employment retirement
plans: (6) Number 706 1,935
Amount 1,991 6,985
Total itemized deductions: (7) Number 58,251 163,690
Amount 611,979 1,820,026
Medical and dental expense: Number 21,133 33,248
Amount 134,438 180,897
Taxes paid: Number 57,572 163,835
Amount 106,602 433,675
Interest paid: Number 45,068 140,203
Amount 239,987 794,947
Contributions: Number 43,894 131,634
Amount 80,123 246,411
Taxable income: Number 370,006 475,264
Amount 4,914,372 11,906,789
Total tax credits: (8) Number 121,639 183,297
Amount 84,238 165,630
Child care credit: Number 17,577 32,626
Amount 7,039 12,269
Earned income credit: (9) Number 90,602 3,404
Amount 90,755 395
Excess earned income credit
(refundable): (10)
Number 53,636 822
Amount 56,346 92
Income tax: (11) Number 339,236 466,134
Amount 648,432 1,694,465
Total tax liability: (12) Number 348,397 469,404
Amount 707,294 1,807,878
Tax due at time of filing: (13) Number 71,207 113,878
Amount 66,544 158,825
Overpayments: (14) Number 298,505 351,977
Amount 413,480 576,115
MONTANA
Number of returns 58,816 75,692
Number of joint returns 24,539 48,363
Number with paid preparer’s signature 34,744 48,339
Number of exemptions (3) 119,447 186,161
Adjusted gross income (AGI) (4) 1,450,313 2,962,164
Salaries and wages in AGI: (5) Number 48,987 65,242
Amount 1,067,844 2,194,535
Taxable interest: Number 32,372 52,311
Amount 60,069 102,337
Tax-exempt interest: (6) Number 1,653 3,400
Amount 6,510 16,391
Dividends: Number 13,956 24,488
Amount 23,651 47,459
Business or profession net
income (less loss):
Number 10,702 16,883
Amount 62,143 118,030
Number of farm returns 3,309 4,746
Net capital gain (less loss)
in AGI: Number 13,045 22,529
Amount 43,022 96,989
Taxable Individual Retirement
Arrangements distributions: Number 4,464 6,818
Amount 23,898 48,144
Pensions and annuities in AGI: Number 11,718 16,027
Amount 136,162 228,374
Social Security benefits in AGI: Number 6,232 12,048
Amount 10,983 63,936
Total statutory adjustments: Number 15,739 24,186
Amount 23,184 45,200
Self-employment retirement
plans: (6) Number 243 696
Amount 665 2,582
Total itemized deductions: (7) Number 14,046 33,373
Amount 147,359 388,879
Medical and dental expense: Number 7,024 10,663
Amount 35,680 47,744
Taxes paid: Number 13,966 33,358
Amount 29,757 105,802
Interest paid: Number 10,413 27,483
Amount 54,709 157,550
Contributions: Number 10,669 27,012
Amount 14,743 40,757
Taxable income: Number 56,834 75,123
Amount 709,657 1,780,961
Total tax credits: (8) Number 18,858 32,500
Amount 12,281 30,249
Child care credit: Number 2,383 5,885
Amount 738 1,887
Earned income credit: (9) Number 13,154 547
Amount 13,161 64
Excess earned income credit
(refundable): (10)
Number 7,820 141
Amount 7,892 17
Income tax: (11) Number 51,069 72,838
Amount 92,935 242,398
Total tax liability: (12) Number 53,780 73,852
Amount 108,119 270,755
Tax due at time of filing: (13) Number 14,932 23,107
Amount 16,264 38,085
Overpayments: (14) Number 41,792 49,481
Amount 53,897 75,284
NEBRASKA
Number of returns 121,392 152,697
Number of joint returns 37,299 86,728
Number with paid preparer’s signature 69,948 94,743
Number of exemptions (3) 227,009 360,463
Adjusted gross income (AGI) (4) 2,999,044 5,988,549
Salaries and wages in AGI: (5) Number 106,139 136,431
Amount 2,423,401 4,768,831
Taxable interest: Number 58,529 97,921
Amount 116,253 195,249
Tax-exempt interest: (6) Number 2,825 5,622
Amount 11,353 27,614
Dividends: Number 23,062 43,212
Amount 32,673 68,370
Business or profession net
income (less loss):
Number 14,713 26,853
Amount 73,843 163,893
Number of farm returns 7,855 12,249
Net capital gain (less loss)
in AGI: Number 22,632 41,733
Amount 61,364 136,879
Taxable Individual Retirement
Arrangements distributions: Number 9,221 13,702
Amount 48,278 89,379
Pensions and annuities in AGI: Number 18,197 26,263
Amount 166,203 294,547
Social Security benefits in AGI: Number 12,516 23,240
Amount 21,950 127,775
Total statutory adjustments: Number 25,566 43,390
Amount 36,796 73,384
Self-employment retirement
plans: (6) Number 340 1,054
Amount 876 3,604
Total itemized deductions: (7) Number 17,253 48,241
Amount 188,081 546,781
Medical and dental expense: Number 7,803 11,746
Amount 58,369 76,690
Taxes paid: Number 16,932 48,152
Amount 39,650 152,810
Interest paid: Number 11,801 39,371
Amount 56,693 207,423
Contributions: Number 13,717 40,754
Amount 22,017 68,127
Taxable income: Number 118,429 151,869
Amount 1,595,946 3,764,129
Total tax credits: (8) Number 36,996 63,759
Amount 25,040 61,350
Child care credit: Number 6,981 14,333
Amount 2,652 5,478
Earned income credit: (9) Number 24,388 899
Amount 24,193 102
Excess earned income credit
(refundable): (10)
Number 14,546 225
Amount 14,908 22
Income tax: (11) Number 108,106 147,886
Amount 212,134 522,055
Total tax liability: (12) Number 111,900 149,538
Amount 234,625 570,113
Tax due at time of filing: (13) Number 25,015 41,061
Amount 26,544 69,495
Overpayments: (14) Number 92,826 106,719
Amount 116,399 164,255
NEVADA
Number of returns 163,748 194,150
Number of joint returns 37,226 79,947
Number with paid preparer’s signature 85,600 104,008
Number of exemptions (3) 303,121 408,964
Adjusted gross income (AGI) (4) 4,040,838 7,586,084
Salaries and wages in AGI: (5) Number 147,724 175,515
Amount 3,449,555 6,293,575
Taxable interest: Number 48,900 86,127
Amount 79,777 149,723
Tax-exempt interest: (6) Number 1,588 3,425
Amount 10,382 27,068
Dividends: Number 18,487 35,201
Amount 36,150 73,443
Business or profession net
income (less loss):
Number 12,780 21,737
Amount 72,690 139,450
Number of farm returns 345 691
Net capital gain (less loss)
in AGI: Number 15,802 30,868
Amount 28,130 80,150
Taxable Individual Retirement
Arrangements distributions: Number 7,024 11,803
Amount 42,820 94,004
Pensions and annuities in AGI: Number 23,213 36,415
Amount 273,339 549,303
Social Security benefits in AGI: Number 12,433 24,858
Amount 22,247 130,375
Total statutory adjustments: Number 19,060 31,997
Amount 29,460 58,784
Self-employment retirement 270 667
plans: (6) Number
Amount 846 2,646
Total itemized deductions: (7) Number 32,946 78,460
Amount 382,036 975,053
Medical and dental expense: Number 8,864 13,880
Amount 39,418 57,443
Taxes paid: Number 31,307 75,784
Amount 49,286 111,155
Interest paid: Number 28,177 70,365
Amount 213,787 573,431
Contributions: Number 26,419 65,920
Amount 32,418 95,384
Taxable income: Number 159,584 192,842
Amount 2,115,514 4,786,952
Total tax credits: (8) Number 52,309 67,708
Amount 37,123 62,059
Child care credit: Number 8,099 12,301
Amount 3,761 5,722
Earned income credit: (9) Number 37,832 1,338
Amount 38,969 161
Excess earned income credit
(refundable): (10)
Number 24,289 399
Amount 26,201 47
Income tax: (11) Number 145,649 188,209
Amount 279,564 695,536
Total tax liability: (12) Number 148,061 189,511
Amount 296,716 728,925
Tax due at time of filing: (13) Number 29,146 46,181
Amount 26,155 61,591
Overpayments: (14) Number 131,808 144,054
Amount 179,022 234,175
NEW HAMPSHIRE
Number of returns 86,683 118,662
Number of joint returns 18,984 50,171
Number with paid preparer’s signature 39,119 59,290
Number of exemptions (3) 139,639 238,660
Adjusted gross income (AGI) (4) 2,151,061 4,649,252
Salaries and wages in AGI: (5) Number 75,986 106,913
Amount 1,746,433 3,775,739
Taxable interest: Number 41,478 77,192
Amount 57,138 103,658
Tax-exempt interest: (6) Number 1,267 2,910
Amount 5,224 13,996
Dividends: Number 15,471 30,675
Amount 27,622 60,714
Business or profession net
income (less loss):
Number 10,529 18,711
Amount 104,244 210,535
Number of farm returns 215 383
Net capital gain (less loss)
in AGI: Number 13,234 26,760
Amount 34,800 85,275
Taxable Individual Retirement
Arrangements distributions: Number 5,400 8,823
Amount 31,144 62,345
Pensions and annuities in AGI: Number 13,173 20,391
Amount 140,892 267,828
Social Security benefits in AGI: Number 7,635 15,611
Amount 13,298 84,393
Total statutory adjustments: Number 17,419 28,871
Amount 27,144 53,874
Self-employment retirement 363 956
plans: (6) Number
Amount 1,089 3,780
Total itemized deductions: (7) Number 12,682 38,407
Amount 141,786 438,293
Medical and dental expense: Number 4,580 7,271
Amount 27,295 37,981
Taxes paid: Number 12,380 38,109
Amount 38,199 130,145
Interest paid: Number 10,134 33,909
Amount 58,293 206,792
Contributions: Number 9,573 31,196
Amount 9,827 34,210
Taxable income: Number 85,167 118,165
Amount 1,234,488 3,075,272
Total tax credits: (8) Number 21,687 40,546
Amount 15,278 36,587
Child care credit: Number 3,116 6,101
Amount 1,308 2,451
Earned income credit: (9) Number 14,159 507
Amount 13,192 55
Excess earned income credit
(refundable): (10)
Number 7,223 105
Amount 6,954 11
Income tax: (11) Number 80,658 116,280
Amount 168,822 450,691
Total tax liability: (12) Number 82,558 117,129
Amount 187,340 489,203
Tax due at time of filing: (13) Number 15,187 26,420
Amount 17,620 41,750
Overpayments: (14) Number 69,364 89,034
Amount 86,980 148,813
NEW JERSEY
Number of returns 499,899 724,277
Number of joint returns 104,606 223,000
Number with paid preparer’s signature 277,386 407,794
Number of exemptions (3) 878,727 1,368,126
Adjusted gross income (AGI) (4) 12,413,349 28,370,380
Salaries and wages in AGI: (5) Number 427,006 643,352
Amount 9,889,816 23,168,204
Taxable interest: Number 231,128 437,928
Amount 449,009 815,364
Tax-exempt interest: (6) Number 9,994 22,440
Amount 51,021 144,414
Dividends: Number 98,070 204,560
Amount 206,939 433,173
Business or profession net
income (less loss):
Number 42,560 72,103
Amount 406,109 720,526
Number of farm returns 699 1,362
Net capital gain (less loss)
in AGI: Number 76,674 164,594
Amount 174,906 387,939
Taxable Individual Retirement
Arrangements distributions: Number 33,765 55,200
Amount 193,413 395,085
Pensions and annuities in AGI: Number 83,352 125,931
Amount 913,749 1,674,714
Social Security benefits in AGI: Number 58,905 104,838
Amount 115,557 647,115
Total statutory adjustments: Number 76,389 135,903
Amount 117,141 249,572
Self-employment retirement
plans: (6) Number 1,268 3,605
Amount 4,163 14,680
Total itemized deductions: (7) Number 114,807 292,993
Amount 1,434,496 3,835,016
Medical and dental expense: Number 53,395 80,815
Amount 239,029 347,993
Taxes paid: Number 114,491 293,917
Amount 445,427 1,215,931
Interest paid: Number 72,267 216,329
Amount 440,983 1,390,151
Contributions: Number 100,080 267,116
Amount 144,176 432,411
Taxable income: Number 484,455 718,285
Amount 6,569,850 18,375,942
Total tax credits: (8) Number 157,209 234,013
Amount 121,942 210,571
Child care credit: Number 29,064 40,395
Amount 14,947 19,732
Earned income credit: (9) Number 106,483 3,720
Amount 104,768 448
Excess earned income credit
(refundable): (10)
Number 63,566 1,026
Amount 64,991 122
Income tax: (11) Number 446,229 702,334
Amount 859,725 2,744,258
Total tax liability: (12) Number 457,249 700,164
Amount 935,161 2,887,265
Tax due at time of filing: (13) Number 90,497 153,673
Amount 90,256 212,438
Overpayments: (14) Number 396,908 552,009
Amount 575,981 995,811
NEW MEXICO
Number of returns 110,809 123,021
Number of joint returns 38,221 64,666
Number with paid preparer’s signature 57,131 62,758
Number of exemptions (3) 238,739 290,109
Adjusted gross income (AGI) (4) 2,729,234 4,778,494
Salaries and wages in AGI: (5) Number 97,440 108,569
Amount 2,260,769 3,856,067
Taxable interest: Number 41,419 67,230
Amount 63,111 113,191
Tax-exempt interest: (6) Number 1,430 3,129
Amount 8,611 17,815
Dividends: Number 14,502 26,574
Amount 26,852 54,427
Business or profession net
income (less loss):
Number 11,516 16,820
Amount 46,775 82,064
Number of farm returns 1,660 2,523
Net capital gain (less loss)
in AGI: Number 11,871 21,850
Amount 27,317 66,830
Taxable Individual Retirement
Arrangements distributions: Number 5,242 8,581
Amount 29,810 60,127
Pensions and annuities in AGI: Number 19,272 26,520
Amount 249,481 431,309
Social Security benefits in AGI: Number 8,284 17,154
Amount 14,198 88,216
Total statutory adjustments: Number 15,876 23,317
Amount 19,122 36,097
Self-employment retirement
plans: (6) Number 200 486
Amount 579 1,911
Total itemized deductions: (7) Number 17,516 43,050
Amount 195,186 512,906
Medical and dental expense: Number 5,975 9,934
Amount 28,798 45,933
Taxes paid: Number 17,187 42,721
Amount 25,411 92,208
Interest paid: Number 14,653 37,868
Amount 101,542 259,321
Contributions: Number 13,068 34,034
Amount 19,011 55,182
Taxable income: Number 107,712 122,380
Amount 1,321,743 2,946,234
Total tax credits: (8) Number 43,433 50,785
Amount 28,975 45,704
Child care credit: Number 4,415 6,807
Amount 1,663 2,637
Earned income credit: (9) Number 35,366 1,273
Amount 36,724 152
Excess earned income credit
(refundable): (10)
Number 22,973 363
Amount 24,918 43
Income tax: (11) Number 94,870 119,349
Amount 168,294 412,508
Total tax liability: (12) Number 97,418 120,110
Amount 180,623 434,193
Tax due at time of filing: (13) Number 17,473 26,686
Amount 14,057 32,111
Overpayments: (14) Number 91,289 93,401
Amount 133,810 146,329
NEW YORK
Number of returns 1,168,398 1,582,420
Number of joint returns 269,231 520,349
Number with paid preparer’s signature 653,160 916,625
Number of exemptions (3) 2,160,812 3,124,445
Adjusted gross income (AGI) (4) 28,998,528 61,751,701
Salaries and wages in AGI: (5) Number 1,016,787 1,426,496
Amount 23,620,625 51,272,487
Taxable interest: Number 566,516 1,004,925
Amount 890,030 1,599,337
Tax-exempt interest: (6) Number 23,153 49,626
Amount 118,689 356,583
Dividends: Number 214,681 424,368
Amount 385,951 798,533
Business or profession net
income (less loss):
Number 117,666 176,352
Amount 920,491 1,331,203
Number of farm returns 3,823 5,923
Net capital gain (less loss)
in AGI: Number 177,040 355,050
Amount 375,320 871,399
Taxable Individual Retirement
Arrangements distributions: Number 71,601 112,356
Amount 400,637 785,975
Pensions and annuities in AGI: Number 184,491 267,351
Amount 2,168,405 3,768,420
Social Security benefits in AGI: Number 116,757 207,317
Amount 225,745 1,262,950
Total statutory adjustments: Number 206,026 326,876
Amount 296,560 546,962
Self-employment retirement
plans: (6) Number 3,551 9,009
Amount 11,840 38,020
Total itemized deductions: (7) Number 254,195 670,710
Amount 3,206,975 8,781,877
Medical and dental expense: Number 91,524 145,224
Amount 591,019 653,079
Taxes paid: Number 252,085 670,602
Amount 746,391 2,750,560
Interest paid: Number 133,706 399,306
Amount 829,573 2,571,330
Contributions: Number 225,419 622,090
Amount 393,992 1,167,470
Taxable income: Number 1,134,064 1,570,028
Amount 14,982,644 39,271,964
Total tax credits: (8) Number 391,265 552,444
Amount 299,429 504,161
Child care credit: Number 77,854 97,296
Amount 42,402 48,958
Earned income credit: (9) Number 275,280 9,428
Amount 268,163 1,113
Excess earned income credit
(refundable): (10)
Number 166,389 2,850
Amount 167,818 322
Income tax: (11) Number 1,031,684 1,531,996
Amount 1,937,946 5,754,378
Total tax liability: (12) Number 1,058,191 1,543,082
Amount 2,115,897 6,035,049
Tax due at time of filing: (13) Number 208,179 321,704
Amount 210,699 442,340
Overpayments: (14) Number 935,197 1,221,634
Amount 1,379,968 2,233,979
NORTH CAROLINA
Number of returns 579,345 665,381
Number of joint returns 156,580 328,829
Number with paid preparer’s signature 330,300 383,392
Number of exemptions (3) 1,105,694 1,433,196
Adjusted gross income (AGI) (4) 14,274,101 25,963,382
Salaries and wages in AGI: (5) Number 522,564 604,765
Amount 12,103,314 21,407,948
Taxable interest: Number 210,774 364,812
Amount 309,053 533,214
Tax-exempt interest: (6) Number 5,772 12,945
Amount 22,554 64,211
Dividends: Number 72,632 141,997
Amount 117,597 260,803
Business or profession net
income (less loss):
Number 62,193 99,740
Amount 373,243 694,711
Number of farm returns 6,473 10,939
Net capital gain (less loss)
in AGI: Number 56,345 112,280
Amount 138,823 333,222
Taxable Individual Retirement
Arrangements distributions: Number 30,340 47,561
Amount 176,420 353,017
Pensions and annuities in AGI: Number 88,397 131,170
Amount 907,913 1,714,711
Social Security benefits in AGI: Number 43,749 87,619
Amount 74,930 472,780
Total statutory adjustments: Number 84,716 134,887
Amount 114,294 218,471
Self-employment retirement
plans: (6) Number 908 2,563
Amount 2,438 9,349
Total itemized deductions: (7) Number 116,881 288,380
Amount 1,330,439 3,478,502
Medical and dental expense: Number 45,957 70,843
Amount 248,618 310,491
Taxes paid: Number 116,367 268,412
Amount 256,237 858,074
Interest paid: Number 91,993 248,146
Amount 529,839 1,512,959
Contributions: Number 95,159 243,176
Amount 192,938 536,779
Taxable income: Number 566,258 661,355
Amount 7,312,264 16,155,486
Total tax credits: (8) Number 198,424 244,294
Amount 139,816 214,772
Child care credit: Number 38,096 48,339
Amount 14,950 18,942
Earned income credit: (9) Number 151,137 4,280
Amount 150,253 499
Excess earned income credit
(refundable): (10)
Number 89,938 1,012
Amount 92,861 116
Income tax: (11) Number 516,574 648,585
Amount 953,800 2,308,076
Total tax liability: (12) Number 529,173 653,320
Amount 1,039,564 2,472,897
Tax due at time of filing: (13) Number 96,499 155,578
Amount 94,085 217,901
Overpayments: (14) Number 473,982 496,582
Amount 673,316 789,024
NORTH DAKOTA
Number of returns 44,315 56,061
Number of joint returns 15,870 35,683
Number with paid preparer’s signature 26,262 35,926
Number of exemptions (3) 82,829 137,326
Adjusted gross income (AGI) (4) 1,091,491 2,202,593
Salaries and wages in AGI: (5) Number 37,400 48,836
Amount 821,452 1,659,764
Taxable interest: Number 23,904 38,005
Amount 48,810 76,921
Tax-exempt interest: (6) Number 1,005 2,142
Amount 3,730 10,551
Dividends: Number 9,206 16,265
Amount 12,417 24,295
Business or profession net
income (less loss):
Number 5,973 10,257
Amount 32,207 72,387
Number of farm returns 4,463 6,806
Net capital gain (less loss)
in AGI: Number 8,810 15,152
Amount 23,230 49,809
Taxable Individual Retirement
Arrangements distributions: Number 3,509 4,910
Amount 16,531 31,124
Pensions and annuities in AGI: Number 6,769 9,423
Amount 64,327 110,225
Social Security benefits in AGI: Number 4,944 9,210
Amount 8,182 48,951
Total statutory adjustments: Number 12,087 19,070
Amount 17,277 33,059
Self-employment retirement
plans: (6) Number 136 448
Amount 343 1,607
Total itemized deductions: (7) Number 4,645 11,693
Amount 50,358 131,049
Medical and dental expense: Number 2,518 3,599
Amount 18,958 24,986
Taxes paid: Number 4,446 11,520
Amount 7,539 26,079
Interest paid: Number 2,698 8,846
Amount 11,883 44,467
Contributions: Number 3,540 9,311
Amount 6,231 16,584
Taxable income: Number 43,472 55,852
Amount 580,356 1,392,864
Total tax credits: (8) Number 12,964 24,338
Amount 8,779 24,243
Child care credit: Number 2,142 5,895
Amount 792 2,230
Earned income credit: (9) Number 8,044 327
Amount 7,857 38
Excess earned income credit
(refundable): (10)
Number 4,476 64
Amount 4,338 7
Income tax: (11) Number 39,725 54,529
Amount 77,305 190,463
Total tax liability: (12) Number 41,413 55,166
Amount 88,420 214,201
Tax due at time of filing: (13) Number 10,985 17,419
Amount 13,291 34,682
Overpayments: (14) Number 31,894 38,759
Amount 39,454 55,724
OHIO
Number of returns 863,789 1,148,415
Number of joint returns 196,713 436,432
Number with paid preparer’s signature 439,069 613,125
Number of exemptions (3) 1,489,300 2,317,270
Adjusted gross income (AGI) (4) 21,476,016 44,801,322
Salaries and wages in AGI: (5) Number 760,245 1,041,436
Amount 17,484,469 36,807,353
Taxable interest: Number 367,982 665,309
Amount 608,247 1,048,108
Tax-exempt interest: (6) Number 10,889 25,644
Amount 35,381 107,444
Dividends: Number 138,091 282,518
Amount 212,239 470,687
Business or profession net
income (less loss):
Number 77,515 137,505
Amount 518,043 991,981
Number of farm returns 10,403 18,355
Net capital gain (less loss)
in AGI: Number 104,604 217,562
Amount 234,054 596,506
Taxable Individual Retirement
Arrangements distributions: Number 56,714 86,168
Amount 325,693 656,247
Pensions and annuities in AGI: Number 158,416 220,521
Amount 1,835,227 3,178,150
Social Security benefits in AGI: Number 77,721 143,439
Amount 141,859 769,218
Total statutory adjustments: Number 118,544 200,675
Amount 155,107 309,933
Self-employment retirement
plans: (6) Number 1,584 4,566
Amount 4,348 16,559
Total itemized deductions: (7) Number 164,239 487,975
Amount 1,526,406 5,012,239
Medical and dental expense: Number 32,701 47,964
Amount 188,344 329,490
Taxes paid: Number 163,074 487,541
Amount 369,480 1,536,881
Interest paid: Number 129,975 423,408
Amount 732,104 2,309,024
Contributions: Number 114,224 376,463
Amount 150,702 532,635
Taxable income: Number 850,244 1,143,989
Amount 12,093,873 29,457,213
Total tax credits: (8) Number 242,476 399,150
Amount 166,577 346,133
Child care credit: Number 25,597 38,480
Amount 10,104 14,546
Earned income credit: (9) Number 160,720 5,972
Amount 158,378 707
Excess earned income credit
(refundable): (10)
Number 91,800 1,557
Amount 94,701 176
Income tax: (11) Number 799,298 1,125,696
Amount 1,641,871 4,398,895
Total tax liability: (12) Number 812,823 1,131,794
Amount 1,749,912 4,614,335
Tax due at time of filing: (13) Number 153,408 253,857
Amount 131,145 322,935
Overpayments: (14) Number 692,736 868,381
Amount 891,577 1,436,658
OKLAHOMA
Number of returns 221,821 265,672
Number of joint returns 87,826 159,864
Number with paid preparer’s signature 127,109 156,981
Number of exemptions (3) 461,942 635,531
Adjusted gross income (AGI) (4) 5,472,648 10,368,338
Salaries and wages in AGI: (5) Number 191,043 234,730
Amount 4,432,312 8,386,518
Taxable interest: Number 87,334 144,583
Amount 165,561 270,654
Tax-exempt interest: (6) Number 2,648 5,638
Amount 12,842 39,562
Dividends: Number 27,599 51,141
Amount 41,011 83,639
Business or profession net
income (less loss):
Number 30,814 46,751
Amount 172,160 281,894
Number of farm returns 10,942 17,934
Net capital gain (less loss)
in AGI: Number 24,929 45,770
Amount 56,536 129,180
Taxable Individual Retirement
Arrangements distributions: Number 12,537 19,248
Amount 75,256 149,927
Pensions and annuities in AGI: Number 40,814 55,897
Amount 486,699 797,911
Social Security benefits in AGI: Number 20,203 39,058
Amount 34,243 204,129
Total statutory adjustments: Number 38,362 59,100
Amount 47,778 87,954
Self-employment retirement
plans: (6) Number 345 899
Amount 954 3,115
Total itemized deductions: (7) Number 37,870 98,470
Amount 394,266 1,987,128
Medical and dental expense: Number 17,568 28,593
Amount 91,883 129,669
Taxes paid: Number 39,649 102,625
Amount 68,277 266,963
Interest paid: Number 28,414 82,689
Amount 129,423 401,520
Contributions: Number 31,689 84,533
Amount 70,132 193,687
Taxable income: Number 216,225 264,421
Amount 2,699,160 6,415,677
Total tax credits: (8) Number 78,843 109,711
Amount 53,615 101,579
Child care credit: Number 9,485 18,398
Amount 3,428 6,773
Earned income credit: (9) Number 60,720 2,241
Amount 61,391 258
Excess earned income credit
(refundable): (10)
Number 37,402 579
Amount 39,323 66
Income tax: (11) Number 193,341 258,280
Amount 349,445 894,134
Total tax liability: (12) Number 199,901 260,346
Amount 388,651 962,387
Tax due at time of filing: (13) Number 43,778 67,176
Amount 43,541 98,134
Overpayments: (14) Number 173,397 192,210
Amount 245,511 301,842
OREGON
Number of returns 223,525 302,201
Number of joint returns 69,309 149,406
Number with paid preparer’s signature 103,615 153,604
Number of exemptions (3) 423,447 662,741
Adjusted gross income (AGI) (4) 5,530,542 11,830,790
Salaries and wages in AGI: (5) Number 188,925 263,837
Amount 4,317,774 9,325,946
Taxable interest: Number 100,404 183,651
Amount 185,022 315,757
Tax-exempt interest: (6) Number 5,088 10,684
Amount 22,745 59,915
Dividends: Number 39,191 74,646
Amount 78,343 156,867
Business or profession net
income (less loss):
Number 28,314 49,077
Amount 207,510 406,056
Number of farm returns 3,780 7,442
Net capital gain (less loss)
in AGI: Number 34,465 65,556
Amount 93,486 231,422
Taxable Individual Retirement
Arrangements distributions: Number 16,022 25,458
Amount 94,083 190,820
Pensions and annuities in AGI: Number 38,870 55,655
Amount 453,185 821,658
Social Security benefits in AGI: Number 22,864 43,248
Amount 41,020 239,184
Total statutory adjustments: Number 42,547 71,765
Amount 68,602 140,286
Self-employment retirement
plans: (6) Number 957 2,583
Amount 2,805 10,144
Total itemized deductions: (7) Number 53,695 146,479
Amount 648,420 1,901,952
Medical and dental expense: Number 21,920 31,352
Amount 124,821 143,789
Taxes paid: Number 53,372 146,597
Amount 148,252 573,308
Interest paid: Number 42,994 126,779
Amount 283,495 897,188
Contributions: Number 40,321 115,170
Amount 63,704 185,981
Taxable income: Number 214,717 299,468
Amount 2,816,151 7,189,266
Total tax credits: (8) Number 64,654 109,155
Amount 43,288 96,372
Child care credit: Number 9,903 17,010
Amount 4,018 6,314
Earned income credit: (9) Number 46,159 1,969
Amount 46,771 227
Excess earned income credit
(refundable): (10)
Number 28,839 660
Amount 30,345 72
Income tax: (11) Number 196,097 290,937
Amount 376,073 1,026,672
Total tax liability: (12) Number 202,887 294,207
Amount 420,034 1,112,206
Tax due at time of filing: (13) Number 54,677 84,423
Amount 52,337 121,827
Overpayments: (14) Number 162,127 208,482
Amount 193,873 313,036
PENNSYLVANIA
Number of returns 818,244 1,096,956
Number of joint returns 223,301 509,072
Number with paid preparer’s signature 397,736 560,910
Number of exemptions (3) 1,452,978 2,306,428
Adjusted gross income (AGI) (4) 20,256,524 42,984,548
Salaries and wages in AGI: (5) Number 695,222 974,009
Amount 15,800,547 34,528,478
Taxable interest: Number 405,168 704,064
Amount 708,759 1,163,340
Tax-exempt interest: (6) Number 14,731 30,702
Amount 62,548 173,055
Dividends: Number 162,365 302,664
Amount 313,384 627,326
Business or profession net
income (less loss):
Number 76,682 132,616
Amount 617,225 1,201,030
Number of farm returns 6,075 9,152
Net capital gain (less loss)
in AGI: Number 124,474 236,539
Amount 287,694 671,562
Taxable Individual Retirement
Arrangements distributions: Number 66,357 93,640
Amount 374,652 687,680
Pensions and annuities in AGI: Number 164,811 220,015
Amount 1,795,017 2,843,581
Social Security benefits in AGI: Number 92,527 161,101
Amount 164,534 908,534
Total statutory adjustments: Number 141,711 233,577
Amount 207,693 403,387
Self-employment retirement
plans: (6) Number 1,902 5,222
Amount 5,433 19,227
Total itemized deductions: (7) Number 126,344 375,995
Amount 1,343,978 4,333,638
Medical and dental expense: Number 39,928 59,298
Amount 244,281 414,320
Taxes paid: Number 125,807 377,090
Amount 342,082 1,311,482
Interest paid: Number 95,647 317,053
Amount 491,300 1,759,689
Contributions: Number 102,250 320,065
Amount 156,655 508,090
Taxable income: Number 802,426 1,091,983
Amount 11,002,564 27,885,825
Total tax credits: (8) Number 223,145 377,025
Amount 160,132 345,497
Child care credit: Number 28,496 43,773
Amount 12,890 17,791
Earned income credit: (9) Number 164,706 6,484
Amount 163,310 756
Excess earned income credit
(refundable): (10)
Number 97,575 1,684
Amount 102,081 192
Income tax: (11) Number 744,735 1,071,277
Amount 1,480,919 4,053,656
Total tax liability: (12) Number 760,863 1,078,337
Amount 1,602,303 4,295,803
Tax due at time of filing: (13) Number 140,926 227,188
Amount 128,304 303,115
Overpayments: (14) Number 657,458 840,723
Amount 886,533 1,432,203
RHODE ISLAND
Number of returns 70,838 90,555
Number of joint returns 15,564 36,115
Number with paid preparer’s signature 36,505 50,070
Number of exemptions (3) 116,990 178,476
Adjusted gross income (AGI) (4) 1,754,763 3,540,868
Salaries and wages in AGI: (5) Number 61,703 81,307
Amount 1,415,740 2,872,065
Taxable interest: Number 32,955 57,040
Amount 55,688 93,513
Tax-exempt interest: (6) Number 892 1,900
Amount 4,196 11,373
Dividends: Number 11,973 22,986
Amount 18,421 40,164
Business or profession net
income (less loss):
Number 6,536 11,107
Amount 59,716 108,682
Number of farm returns 59 95
Net capital gain (less loss)
in AGI: Number 10,885 20,650
Amount 24,471 58,572
Taxable Individual Retirement
Arrangements distributions: Number 5,090 7,277
Amount 27,228 47,266
Pensions and annuities in AGI: Number 11,775 16,196
Amount 129,897 226,456
Social Security benefits in AGI: Number 7,047 13,021
Amount 12,316 70,980
Total statutory adjustments: Number 12,311 19,576
Amount 17,360 33,141
Self-employment retirement
plans: (6) Number 205 503
Amount 857 1,915
Total itemized deductions: (7) Number 12,553 36,485
Amount 135,745 430,544
Medical and dental expense: Number 3,736 5,491
Amount 19,567 28,169
Taxes paid: Number 12,504 36,494
Amount 42,312 154,639
Interest paid: Number 10,199 31,545
Amount 55,478 185,706
Contributions: Number 10,692 32,712
Amount 10,943 36,419
Taxable income: Number 69,601 90,131
Amount 980,976 2,302,230
Total tax credits: (8) Number 19,157 30,024
Amount 13,169 26,055
Child care credit: Number 2,147 3,498
Amount 787 1,354
Earned income credit: (9) Number 12,572 424
Amount 12,088 50
Excess earned income credit
(refundable): (10)
Number 6,935 99
Amount 7,057 12
Income tax: (11) Number 65,544 88,652
Amount 133,153 339,001
Total tax liability: (12) Number 66,713 89,145
Amount 143,713 358,816
Tax due at time of filing: (13) Number 11,824 18,724
Amount 11,915 26,424
Overpayments: (14) Number 57,663 69,856
Amount 73,725 116,559
SOUTH CAROLINA
Number of returns 292,917 314,331
Number of joint returns 75,185 153,034
Number with paid preparer’s signature 188,112 200,980
Number of exemptions (3) 565,039 689,224
Adjusted gross income (AGI) (4) 7,211,549 12,233,879
Salaries and wages in AGI: (5) Number 265,077 284,985
Amount 6,150,417 10,037,492
Taxable interest: Number 95,275 161,239
Amount 141,765 247,401
Tax-exempt interest: (6) Number 2,765 6,255
Amount 11,610 34,301
Dividends: Number 32,947 62,755
Amount 54,859 119,620
Business or profession net
income (less loss):
Number 27,665 43,991
Amount 166,099 294,478
Number of farm returns 2,462 4,370
Net capital gain (less loss)
in AGI: Number 25,021 48,780
Amount 59,585 151,397
Taxable Individual Retirement
Arrangements distributions: Number 13,396 20,364
Amount 80,629 156,186
Pensions and annuities in AGI: Number 46,736 68,146
Amount 502,583 932,065
Social Security benefits in AGI: Number 21,361 43,267
Amount 36,719 230,573
Total statutory adjustments: Number 38,133 59,445
Amount 51,027 94,682
Self-employment retirement
plans: (6) Number 388 913
Amount 1,116 3,350
Total itemized deductions: (7) Number 54,809 132,541
Amount 574,616 1,572,438
Medical and dental expense: Number 20,649 32,470
Amount 92,227 139,158
Taxes paid: Number 54,556 132,503
Amount 100,847 369,243
Interest paid: Number 44,420 114,891
Amount 239,047 664,838
Contributions: Number 45,447 113,892
Amount 94,621 264,106
Taxable income: Number 287,172 312,511
Amount 3,702,571 7,612,204
Total tax credits: (8) Number 104,109 118,018
Amount 73,898 105,286
Child care credit: Number 17,721 23,328
Amount 8,001 9,805
Earned income credit: (9) Number 83,729 2,337
Amount 83,864 276
Excess earned income credit
(refundable): (10)
Number 49,494 547
Amount 51,499 65
Income tax: (11) Number 262,832 306,872
Amount 479,891 1,084,664
Total tax liability: (12) Number 268,723 308,980
Amount 518,781 1,156,725
Tax due at time of filing: (13) Number 49,618 75,180
Amount 46,092 102,953
Overpayments: (14) Number 238,868 232,578
Amount 340,906 367,383
SOUTH DAKOTA
Number of returns 54,745 65,547
Number of joint returns 18,258 41,573
Number with paid preparer’s signature 31,897 40,861
Number of exemptions (3) 104,196 162,119
Adjusted gross income (AGI) (4) 1,350,415 2,573,294
Salaries and wages in AGI: (5) Number 47,261 57,611
Amount 1,058,705 1,963,861
Taxable interest: Number 25,977 40,331
Amount 53,208 84,211
Tax-exempt interest: (6) Number 1,198 2,460
Amount 4,797 11,287
Dividends: Number 10,394 18,282
Amount 14,634 29,185
Business or profession net
income (less loss):
Number 7,624 13,113
Amount 42,892 94,363
Number of farm returns 5,303 7,726
Net capital gain (less loss)
in AGI: Number 10,739 18,344
Amount 36,083 76,778
Taxable Individual Retirement
Arrangements distributions: Number 4,057 5,861
Amount 18,651 36,952
Pensions and annuities in AGI: Number 8,700 12,289
Amount 82,862 148,254
Social Security benefits in AGI: Number 5,313 10,444
Amount 8,772 54,130
Total statutory adjustments: Number 14,714 22,893
Amount 20,614 39,276
Self-employment retirement
plans: (6) Number 139 515
Amount 351 1,784
Total itemized deductions: (7) Number 5,136 12,147
Amount 57,904 135,691
Medical and dental expense: Number 2,604 3,804
Amount 21,551 27,363
Taxes paid: Number 4,219 10,828
Amount 6,607 18,669
Interest paid: Number 3,329 9,689
Amount 16,979 56,004
Contributions: Number 3,758 9,629
Amount 7,001 19,187
Taxable income: Number 53,594 65,273
Amount 717,682 1,629,323
Total tax credits: (8) Number 16,883 28,661
Amount 12,077 30,037
Child care credit: Number 3,185 7,582
Amount 1,162 2,901
Earned income credit: (9) Number 11,634 449
Amount 11,610 54
Excess earned income credit
(refundable): (10)
Number 6,839 105
Amount 6,962 12
Income tax: (11) Number 48,514 63,351
Amount 94,327 220,126
Total tax liability: (12) Number 50,661 64,281
Amount 107,386 248,082
Tax due at time of filing: (13) Number 12,268 20,179
Amount 14,397 38,857
Overpayments: (14) Number 40,854 43,273
Amount 54,003 66,530
TENNESSEE
Number of returns 412,379 479,551
Number of joint returns 125,443 257,561
Number with paid preparer’s signature 230,712 267,845
Number of exemptions (3) 794,685 1,059,716
Adjusted gross income (AGI) (4) 10,175,962 18,681,855
Salaries and wages in AGI: (5) Number 372,369 438,913
Amount 8,670,015 15,742,994
Taxable interest: Number 140,299 242,272
Amount 254,818 424,329
Tax-exempt interest: (6) Number 3,088 6,845
Amount 15,221 39,428
Dividends: Number 42,006 82,941
Amount 62,734 134,610
Business or profession net
income (less loss):
Number 46,826 72,520
Amount 290,976 526,619
Number of farm returns 11,137 19,077
Net capital gain (less loss)
in AGI: Number 34,487 67,425
Amount 86,557 208,454
Taxable Individual Retirement
Arrangements distributions: Number 18,714 28,956
Amount 111,662 223,620
Pensions and annuities in AGI: Number 61,333 86,582
Amount 635,504 1,100,996
Social Security benefits in AGI: Number 29,384 57,902
Amount 49,219 301,385
Total statutory adjustments: Number 59,241 92,924
Amount 77,979 147,692
Self-employment retirement 629 1,689
plans: (6) Number
Amount 1,738 6,142
Total itemized deductions: (7) Number 50,617 127,439
Amount 553,072 1,527,200
Medical and dental expense: Number 17,160 26,974
Amount 89,126 131,990
Taxes paid: Number 43,952 116,458
Amount 47,232 188,560
Interest paid: Number 40,432 111,117
Amount 251,620 746,099
Contributions: Number 39,188 104,581
Amount 91,949 271,677
Taxable income: Number 405,625 477,643
Amount 5,309,591 11,984,206
Total tax credits: (8) Number 139,529 179,651
Amount 99,851 159,891
Child care credit: Number 22,428 33,049
Amount 9,575 13,059
Earned income credit: (9) Number 112,631 3,758
Amount 112,812 439
Excess earned income credit
(refundable): (10)
Number 66,339 748
Amount 69,400 85
Income tax: (11) Number 371,732 470,474
Amount 694,288 1,712,033
Total tax liability: (12) Number 380,431 473,153
Amount 760,106 1,835,751
Tax due at time of filing: (13) Number 63,280 99,501
Amount 66,617 147,945
Overpayments: (14) Number 342,915 371,090
Amount 520,997 627,991
TEXAS
Number of returns 1,332,464 1,577,021
Number of joint returns 409,240 725,197
Number with paid preparer’s signature 687,982 772,789
Number of exemptions (3) 2,834,855 3,579,094
Adjusted gross income (AGI) (4) 32,896,787 61,349,268
Salaries and wages in AGI: (5) Number 1,197,688 1,431,568
Amount 28,196,939 51,933,663
Taxable interest: Number 390,421 717,263
Amount 676,788 1,227,663
Tax-exempt interest: (6) Number 12,474 28,578
Amount 78,098 200,281
Dividends: Number 131,695 273,459
Amount 237,201 513,069
Business or profession net
income (less loss):
Number 153,012 231,474
Amount 1,074,252 1,724,622
Number of farm returns 23,517 43,711
Net capital gain (less loss)
in AGI: Number 114,937 239,640
Amount 276,820 657,570
Taxable Individual Retirement
Arrangements distributions: Number 56,489 95,212
Amount 357,223 770,951
Pensions and annuities in AGI: Number 173,072 261,472
Amount 1,907,406 3,572,828
Social Security benefits in AGI: Number 81,419 165,522
Amount 148,515 892,702
Total statutory adjustments: Number 190,482 300,607
Amount 242,349 461,561
Self-employment retirement
plans: (6) Number 2,209 6,047
Amount 6,773 23,865
Total itemized deductions: (7) Number 124,109 346,993
Amount 1,430,900 4,076,942
Medical and dental expense: Number 46,449 81,848
Amount 289,812 471,686
Taxes paid: Number 102,764 307,707
Amount 210,930 681,345
Interest paid: Number 90,497 285,768
Amount 517,763 1,655,965
Contributions: Number 91,287 271,415
Amount 210,322 668,896
Taxable income: Number 1,301,989 1,570,554
Amount 16,579,205 39,754,466
Total tax credits: (8) Number 539,716 633,527
Amount 389,215 596,490
Child care credit: Number 68,440 101,669
Amount 30,861 44,345
Earned income credit: (9) Number 421,343 15,424
Amount 441,759 1,844
Excess earned income credit
(refundable): (10)
Number 264,135 4,035
Amount 285,922 468
Income tax: (11) Number 1,147,820 1,535,134
Amount 2,090,294 5,699,672
Total tax liability: (12) Number 1,183,874 1,545,595
Amount 2,312,799 6,083,303
Tax due at time of filing: (13) Number 214,774 348,893
Amount 231,895 524,176
Overpayments: (14) Number 1,095,257 1,195,825
Amount 1,733,566 1,996,024
UTAH
Number of returns 130,806 181,162
Number of joint returns 49,477 112,152
Number with paid preparer’s signature 62,552 92,027
Number of exemptions (3) 278,552 494,380
Adjusted gross income (AGI) (4) 3,234,331 7,121,470
Salaries and wages in AGI: (5) Number 115,380 164,623
Amount 2,681,697 5,960,712
Taxable interest: Number 61,492 115,392
Amount 73,030 131,519
Tax-exempt interest: (6) Number 1,257 2,759
Amount 4,472 11,781
Dividends: Number 17,094 34,193
Amount 26,088 51,083
Business or profession net
income (less loss):
Number 15,725 31,540
Amount 68,850 140,801
Number of farm returns 1,746 3,373
Net capital gain (less loss)
in AGI: Number 15,528 31,439
Amount 36,919 85,079
Taxable Individual Retirement
Arrangements distributions: Number 6,899 11,727
Amount 38,861 82,492
Pensions and annuities in AGI: Number 20,563 31,155
Amount 262,533 480,199
Social Security benefits in AGI: Number 9,784 20,554
Amount 16,273 104,544
Total statutory adjustments: Number 20,360 39,812
Amount 23,958 54,297
Self-employment retirement
plans: (6) Number 189 499
Amount 520 1,844
Total itemized deductions: (7) Number 31,571 98,228
Amount 371,162 1,306,150
Medical and dental expense: Number 10,337 18,034
Amount 41,957 63,558
Taxes paid: Number 31,421 98,116
Amount 62,448 273,996
Interest paid: Number 25,819 86,153
Amount 181,508 640,479
Contributions: Number 26,227 86,365
Amount 65,997 261,870
Taxable income: Number 123,473 178,320
Amount 1,546,082 3,925,604
Total tax credits: (8) Number 47,532 89,554
Amount 32,813 87,670
Child care credit: Number 4,592 10,447
Amount 1,796 3,757
Earned income credit: (9) Number 31,088 1,541
Amount 30,908 177
Excess earned income credit
(refundable): (10)
Number 20,725 657
Amount 21,020 74
Income tax: (11) Number 108,588 165,501
Amount 198,563 519,855
Total tax liability: (12) Number 113,425 169,897
Amount 215,722 554,886
Tax due at time of filing: (13) Number 26,162 41,503
Amount 22,647 52,993
Overpayments: (14) Number 102,260 136,331
Amount 133,859 225,702
VERMONT
Number of returns 45,153 56,684
Number of joint returns 12,099 29,039
Number with paid preparer’s signature 20,773 29,824
Number of exemptions (3) 76,982 122,963
Adjusted gross income (AGI) (4) 1,116,726 2,219,596
Salaries and wages in AGI: (5) Number 39,713 51,041
Amount 893,423 1,759,460
Taxable interest: Number 24,079 40,099
Amount 34,364 59,343
Tax-exempt interest: (6) Number 847 1,891
Amount 3,537 9,018
Dividends: Number 8,765 16,183
Amount 17,213 35,643
Business or profession net
income (less loss):
Number 6,756 11,543
Amount 52,472 105,068
Number of farm returns 543 647
Net capital gain (less loss)
in AGI: Number 7,539 14,133
Amount 23,903 58,313
Taxable Individual Retirement
Arrangements distributions: Number 2,959 4,487
Amount 15,298 29,251
Pensions and annuities in AGI: Number 6,523 9,349
Amount 68,070 120,192
Social Security benefits in AGI: Number 3,842 7,312
Amount 6,659 38,580
Total statutory adjustments: Number 11,282 17,122
Amount 17,163 32,362
Self-employment retirement
plans: (6) Number 216 584
Amount 726 2,158
Total itemized deductions: (7) Number 7,022 20,006
Amount 71,227 221,721
Medical and dental expense: Number 2,293 3,498
Amount 12,754 17,888
Taxes paid: Number 6,985 20,060
Amount 19,257 69,234
Interest paid: Number 5,753 17,772
Amount 29,744 98,983
Contributions: Number 4,776 14,869
Amount 5,399 16,502
Taxable income: Number 44,374 56,439
Amount 624,833 1,435,666
Total tax credits: (8) Number 11,576 21,085
Amount 7,973 19,813
Child care credit: Number 1,521 3,488
Amount 561 1,353
Earned income credit: (9) Number 8,056 349
Amount 7,742 40
Excess earned income credit
(refundable): (10)
Number 4,292 71
Amount 4,277 8
Income tax: (11) Number 41,498 55,437
Amount 84,984 204,071
Total tax liability: (12) Number 42,759 55,844
Amount 95,126 223,870
Tax due at time of filing: (13) Number 8,855 14,146
Amount 9,165 20,948
Overpayments: (14) Number 35,091 40,747
Amount 42,500 63,335
VIRGINIA
Number of returns 459,373 618,593
Number of joint returns 117,215 263,231
Number with paid preparer’s signature 215,205 285,926
Number of exemptions (3) 829,759 1,261,200
Adjusted gross income (AGI) (4) 11,379,450 24,222,975
Salaries and wages in AGI: (5) Number 408,610 558,641
Amount 9,522,012 20,111,338
Taxable interest: Number 174,203 337,277
Amount 264,680 497,490
Tax-exempt interest: (6) Number 5,416 13,830
Amount 22,909 102,294
Dividends: Number 67,077 147,509
Amount 112,228 262,249
Business or profession net
income (less loss):
Number 42,971 73,798
Amount 299,100 544,701
Number of farm returns 4,934 8,883
Net capital gain (less loss)
in AGI: Number 52,940 119,171
Amount 127,298 320,086
Taxable Individual Retirement
Arrangements distributions: Number 22,365 40,558
Amount 116,080 263,849
Pensions and annuities in AGI: Number 72,819 116,573
Amount 864,113 1,767,215
Social Security benefits in AGI: Number 35,864 75,364
Amount 65,073 403,164
Total statutory adjustments: Number 70,783 127,256
Amount 97,501 201,457
Self-employment retirement
plans: (6) Number 808 2,332
Amount 2,351 8,594
Total itemized deductions: (7) Number 91,791 253,519
Amount 1,080,887 3,124,186
Medical and dental expense: Number 32,237 53,859
Amount 217,268 252,971
Taxes paid: Number 91,271 253,613
Amount 180,361 730,673
Interest paid: Number 70,117 217,052
Amount 447,345 1,483,994
Contributions: Number 74,193 213,719
Amount 123,321 390,609
Taxable income: Number 449,046 614,828
Amount 6,044,799 15,457,918
Total tax credits: (8) Number 145,572 216,853
Amount 102,535 188,484
Child care credit: Number 24,966 38,779
Amount 11,077 16,461
Earned income credit: (9) Number 100,684 3,452
Amount 97,561 423
Excess earned income credit
(refundable): (10)
Number 58,792 821
Amount 59,296 98
Income tax: (11) Number 414,535 603,132
Amount 800,673 2,262,413
Total tax liability: (12) Number 423,625 607,198
Amount 864,019 2,384,283
Tax due at time of filing: (13) Number 81,357 140,916
Amount 76,430 181,455
Overpayments: (14) Number 370,410 466,022
Amount 497,142 736,813
WASHINGTON
Number of returns 378,729 546,477
Number of joint returns 102,326 232,817
Number with paid preparer’s signature 167,121 247,836
Number of exemptions (3) 686,408 1,140,849
Adjusted gross income (AGI) (4) 9,402,645 21,448,191
Salaries and wages in AGI: (5) Number 322,929 481,838
Amount 7,479,491 17,318,959
Taxable interest: Number 162,395 314,328
Amount 281,602 530,501
Tax-exempt interest: (6) Number 7,397 16,056
Amount 36,827 96,931
Dividends: Number 63,841 131,692
Amount 119,633 259,907
Business or profession net
income (less loss):
Number 39,592 72,414
Amount 298,576 630,263
Number of farm returns 2,989 5,848
Net capital gain (less loss)
in AGI: Number 55,900 117,736
Amount 139,816 355,765
Taxable Individual Retirement
Arrangements distributions: Number 23,855 41,937
Amount 137,476 313,153
Pensions and annuities in AGI: Number 62,855 96,993
Amount 790,200 1,472,542
Social Security benefits in AGI: Number 36,787 71,078
Amount 68,507 402,723
Total statutory adjustments: Number 62,034 111,425
Amount 95,054 203,885
Self-employment retirement
plans: (6) Number 1,199 3,271
Amount 3,484 12,150
Total itemized deductions: (7) Number 63,420 192,887
Amount 771,820 2,421,853
Medical and dental expense: Number 22,257 34,913
Amount 144,404 189,863
Taxes paid: Number 58,664 184,250
Amount 115,078 380,551
Interest paid: Number 52,724 175,032
Amount 391,502 1,414,626
Contributions: Number 47,330 152,732
Amount 75,943 250,726
Taxable income: Number 367,089 542,589
Amount 5,041,580 13,811,842
Total tax credits: (8) Number 110,803 191,652
Amount 75,598 169,024
Child care credit: Number 14,691 26,856
Amount 5,976 10,923
Earned income credit: (9) Number 73,894 3,227
Amount 72,701 378
Excess earned income credit
(refundable): (10)
Number 43,979 941
Amount 44,948 108
Income tax: (11) Number 339,137 530,354
Amount 676,923 2,026,374
Total tax liability: (12) Number 347,520 534,720
Amount 739,665 2,159,483
Tax due at time of filing: (13) Number 76,468 131,915
Amount 73,749 187,666
Overpayments: (14) Number 292,526 400,177
Amount 379,314 650,699
WEST VIRGINIA
Number of returns 108,791 140,577
Number of joint returns 50,735 91,051
Number with paid preparer’s signature 54,881 72,024
Number of exemptions (3) 220,951 328,956
Adjusted gross income (AGI) (4) 2,682,163 5,496,967
Salaries and wages in AGI: (5) Number 92,936 126,377
Amount 2,104,315 4,501,278
Taxable interest: Number 49,323 82,509
Amount 98,832 148,700
Tax-exempt interest: (6) Number 1,144 2,384
Amount 4,292 10,447
Dividends: Number 14,710 26,712
Amount 24,972 49,401
Business or profession net
income (less loss):
Number 11,690 18,130
Amount 68,197 120,280
Number of farm returns 1,969 3,336
Net capital gain (less loss)
in AGI: Number 11,157 20,371
Amount 29,167 68,622
Taxable Individual Retirement
Arrangements distributions: Number 6,850 9,448
Amount 38,286 69,396
Pensions and annuities in AGI: Number 23,715 29,688
Amount 277,303 400,349
Social Security benefits in AGI: Number 11,406 20,227
Amount 19,045 105,330
Total statutory adjustments: Number 16,456 26,125
Amount 20,027 38,521
Self-employment retirement
plans: (6) Number 122 314
Amount 318 979
Total itemized deductions: (7) Number 8,786 27,466
Amount 95,062 304,657
Medical and dental expense: Number 2,905 4,775
Amount 19,449 27,009
Taxes paid: Number 8,737 27,502
Amount 13,588 62,604
Interest paid: Number 6,569 23,025
Amount 34,951 129,823
Contributions: Number 5,881 19,749
Amount 11,592 39,111
Taxable income: Number 107,127 140,214
Amount 1,350,111 3,511,861
Total tax credits: (8) Number 33,049 53,486
Amount 21,625 46,189
Child care credit: Number 1,896 4,481
Amount 599 1,414
Earned income credit: (9) Number 27,363 1,118
Amount 27,074 131
Excess earned income credit
(refundable): (10)
Number 16,755 232
Amount 17,572 28
Income tax: (11) Number 97,823 138,408
Amount 179,873 498,695
Total tax liability: (12) Number 100,100 138,936
Amount 195,032 525,758
Tax due at time of filing: (13) Number 17,944 27,611
Amount 15,393 34,418
Overpayments: (14) Number 88,718 110,029
Amount 126,482 179,175
WISCONSIN
Number of returns 363,750 494,894
Number of joint returns 89,926 229,197
Number with paid preparer’s signature 186,750 272,698
Number of exemptions (3) 617,363 1,047,536
Adjusted gross income (AGI) (4) 9,013,202 19,422,624
Salaries and wages in AGI: (5) Number 319,823 449,783
Amount 7,235,922 15,824,155
Taxable interest: Number 192,335 340,719
Amount 302,619 498,971
Tax-exempt interest: (6) Number 5,266 11,107
Amount 13,489 38,186
Dividends: Number 73,676 139,082
Amount 115,654 227,871
Business or profession net
income (less loss):
Number 33,397 63,513
Amount 205,195 457,319
Number of farm returns 9,368 14,927
Net capital gain (less loss)
in AGI: Number 62,504 117,174
Amount 179,846 404,112
Taxable Individual Retirement
Arrangements distributions: Number 31,492 45,248
Amount 180,351 329,334
Pensions and annuities in AGI: Number 63,064 88,004
Amount 639,023 1,118,805
Social Security benefits in AGI: Number 37,910 68,598
Amount 61,224 373,620
Total statutory adjustments: Number 62,947 107,000
Amount 88,342 181,307
Self-employment retirement
plans: (6) Number 1,087 2,953
Amount 3,237 10,534
Total itemized deductions: (7) Number 66,695 205,313
Amount 695,666 2,308,217
Medical and dental expense: Number 24,165 34,971
Amount 135,820 179,212
Taxes paid: Number 66,494 205,781
Amount 219,520 892,257
Interest paid: Number 49,716 172,841
Amount 236,359 891,614
Contributions: Number 51,091 164,811
Amount 66,884 214,277
Taxable income: Number 355,894 492,510
Amount 5,009,226 12,461,090
Total tax credits: (8) Number 95,850 178,898
Amount 62,531 157,388
Child care credit: Number 10,370 20,991
Amount 3,905 7,452
Earned income credit: (9) Number 63,257 2,373
Amount 62,314 278
Excess earned income credit
(refundable): (10)
Number 35,578 600
Amount 36,570 69
Income tax: (11) Number 334,222 481,930
Amount 682,762 1,795,063
Total tax liability: (12) Number 341,640 485,737
Amount 734,130 1,905,087
Tax due at time of filing: (13) Number 69,804 113,477
Amount 59,099 147,214
Overpayments: (14) Number 285,215 368,973
Amount 336,804 583,826
WYOMING
Number of returns 30,712 43,732
Number of joint returns 11,626 25,873
Number with paid preparer’s signature 17,068 25,608
Number of exemptions (3) 60,245 104,137
Adjusted gross income (AGI) (4) 759,469 1,719,527
Salaries and wages in AGI: (5) Number 26,287 38,792
Amount 592,751 1,370,095
Taxable interest: Number 15,129 26,616
Amount 25,273 43,428
Tax-exempt interest: (6) Number 713 1,421
Amount 3,825 8,365
Dividends: Number 6,257 11,483
Amount 11,957 22,672
Business or profession net
income (less loss):
Number 4,768 8,226
Amount 26,351 54,806
Number of farm returns 1,246 1,851
Net capital gain (less loss)
in AGI: Number 5,739 10,513
Amount 17,155 39,212
Taxable Individual Retirement
Arrangements distributions: Number 2,064 3,569
Amount 12,236 28,611
Pensions and annuities in AGI: Number 5,548 8,295
Amount 63,906 116,892
Social Security benefits in AGI: Number 3,117 6,051
Amount 5,674 32,850
Total statutory adjustments: Number 6,573 11,204
Amount 9,103 18,427
Self-employment retirement
plans: (6) Number 74 220
Amount 263 793
Total itemized deductions: (7) Number 3,782 10,450
Amount 42,476 118,568
Medical and dental expense: Number 1,730 3,090
Amount 11,540 16,895
Taxes paid: Number 3,468 9,982
Amount 3,554 11,424
Interest paid: Number 2,838 8,818
Amount 17,837 56,834
Contributions: Number 2,582 7,627
Amount 4,801 15,477
Taxable income: Number 29,934 43,534
Amount 393,966 1,094,116
Total tax credits: (8) Number 9,763 18,299
Amount 6,269 16,704
Child care credit: Number 1,230 3,090
Amount 402 1,050
Earned income credit: (9) Number 6,755 336
Amount 6,776 39
Excess earned income credit
(refundable): (10)
Number 4,012 84
Amount 4,179 8
Income tax: (11) Number 27,206 42,530
Amount 52,266 153,574
Total tax liability: (12) Number 28,214 42,922
Amount 58,789 166,475
Tax due at time of filing: (13) Number 6,573 11,017
Amount 6,834 16,986
Overpayments: (14) Number 23,194 31,304
Amount 31,668 50,333
OTHER AREAS (15)
Number of returns 112,358 115,373
Number of joint returns 44,337 54,524
Number with paid preparer’s signature 47,595 46,481
Number of exemptions (3) 234,518 263,522
Adjusted gross income (AGI) (4) 2,754,901 4,473,942
Salaries and wages in AGI: (5) Number 97,337 102,057
Amount 2,989,053 4,792,900
Taxable interest: Number 47,683 63,086
Amount 78,029 118,928
Tax-exempt interest: (6) Number 1,806 2,713
Amount 10,330 16,130
Dividends: Number 23,002 34,606
Amount 62,124 103,493
Business or profession net
income (less loss):
Number 5,296 6,293
Amount 67,846 98,287
Number of farm returns 119 220
Net capital gain (less loss)
in AGI: Number 21,380 32,474
Amount 116,035 223,050
Taxable Individual Retirement
Arrangements distributions: Number 2,830 4,721
Amount 25,432 45,255
Pensions and annuities in AGI: Number 12,241 14,368
Amount 201,190 281,594
Social Security benefits in AGI: Number 3,045 5,357
Amount 13,375 33,037
Total statutory adjustments: Number 14,742 20,185
Amount 39,951 53,805
Self-employment retirement
plans: (6) Number 138 283
Amount 708 1,481
Total itemized deductions: (7) Number 27,583 35,641
Amount 142,043 264,520
Medical and dental expense: Number 1,496 2,072
Amount 9,430 13,661
Taxes paid: Number 25,537 32,589
Amount 49,095 87,966
Interest paid: Number 4,647 10,191
Amount 36,415 82,514
Contributions: Number 7,260 13,506
Amount 11,597 26,353
Taxable income: Number 109,303 114,673
Amount 1,502,534 3,017,262
Total tax credits: (8) Number 43,870 54,164
Amount 37,133 91,486
Child care credit: Number 4,781 7,631
Amount 1,963 3,582
Earned income credit: (9) Number 3,765 40
Amount 1,987 4
Excess earned income credit
(refundable): (10)
Number 3,244 20
Amount 1,628 (16)
Income tax: (11) Number 92,674 105,600
Amount 186,384 403,104
Total tax liability: (12) Number 94,054 106,141
Amount 199,140 418,469
Tax due at time of filing: (13) Number 20,520 28,291
Amount 21,955 46,977
Overpayments: (14) Number 83,645 77,970
Amount 148,620 186,495
State and item $50,000 $75,000
under under
$75,000 $100,000
(5) (6)
Number of returns 17,263,552 8,547,241
Number of joint returns 12,065,333 7,027,737
Number with paid preparer’s signature 9,904,308 4,847,429
Number of exemptions (3) 44,319,260 23,928,986
Adjusted gross income (AGI) (4) 1,056,870,398 734,377,844
Salaries and wages in AGI: (5) Number 15,551,491 7,742,416
Amount 642,702,257 575,691,877
Taxable interest: Number 12,980,721 7,339,244
Amount 25,553,066 17,382,294
Tax-exempt interest: (6) Number 760,565 571,073
Amount 4,874,936 4,220,033
Dividends: Number 6,295,059 4,261,185
Amount 14,740,485 12,417,398
Business or profession net
income (less loss):
Number 2,847,198 1,545,644
Amount 28,066,219 21,184,640
Number of farm returns 380,133 175,377
Net capital gain (less loss) 5,267,461 3,636,757
in AGI: Number
Amount 22,452,552 22,953,282
Taxable Individual Retirement
Arrangements distributions: Number 1,725,955 1,033,794
Amount 17,601,663 14,469,742
Pensions and annuities in AGI: Number 3,867,811 2,028,276
Amount 67,663,053 43,239,704
Social Security benefits in 2,523,694 1,198,963
AGI: Number
Amount 27,572,046 15,749,671
Total statutory adjustments: Number 3,961,279 1,727,956
Amount 8,273,435 5,703,444
Self-employment retirement
plans: (6) Number 186,663 172,203
Amount 915,835 1,082,575
Total itemized deductions: (7) Number 10,835,092 6,929,343
Amount 156,818,763 121,940,853
Medical and dental expense: Number 1,238,004 467,482
Amount 6,889,485 3,442,324
Taxes paid: Number 10,787,425 6,908,856
Amount 46,649,036 40,731,356
Interest paid: Number 9,427,687 6,100,488
Amount 69,818,451 52,328,229
Contributions: Number 9,681,944 6,448,750
Amount 20,558,551 16,789,953
Taxable income: Number 17,226,432 8,538,736
Amount 734,353,450 535,083,911
Total tax credits: (8) Number 7,628,794 4,287,539
Amount 7,848,365 4,276,094
Child care credit: Number 1,513,277 858,606
Amount 671,265 395,213
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 17,172,696 8,532,374
Amount 117,332,525 99,483,934
Total tax liability: (12) Number 17,201,125 8,537,895
Amount 123,438,299 103,771,900
Tax due at time of filing: (13) Number 4,838,573 3,200,628
Amount 10,462,604 9,740,544
Overpayments: (14) Number 11,683,066 5,003,073
Amount 27,539,975 14,243,335
ALABAMA
Number of returns 228,193 102,628
Number of joint returns 183,234 91,826
Number with paid preparer’s signature 140,640 60,657
Number of exemptions (3) 611,128 294,209
Adjusted gross income (AGI) (4) 13,944,792 8,768,833
Salaries and wages in AGI: (5) Number 207,254 93,693
Amount 11,259,898 6,918,652
Taxable interest: Number 164,567 86,873
Amount 330,897 214,718
Tax-exempt interest: (6) Number 6,503 4,941
Amount 87,589 36,843
Dividends: Number 68,800 45,846
Amount 141,360 121,445
Business or profession net
income (less loss):
Number 37,408 17,999
Amount 269,106 194,357
Number of farm returns 10,220 5,016
Net capital gain (less loss) in 52,672 35,986
AGI: Number
Amount 216,224 216,250
Taxable Individual Retirement
Arrangements distributions: Number 20,004 11,399
Amount 204,433 159,099
Pensions and annuities in AGI: Number 57,882 28,227
Amount 1,046,256 634,079
Social Security benefits in
AGI: Number 33,646 14,889
Amount 357,383 192,966
Total statutory adjustments: Number 49,279 19,754
Amount 88,636 54,807
Self-employment retirement
plans: (6) Number 1,237 1,141
Amount 5,380 7,048
Total itemized deductions: (7) Number 142,912 82,754
Amount 1,901,025 1,330,555
Medical and dental expense: Number 22,733 6,647
Amount 68,724 34,645
Taxes paid: Number 143,218 82,837
Amount 408,156 326,309
Interest paid: Number 128,179 75,296
Amount 817,210 560,095
Contributions: Number 132,639 78,975
Amount 401,953 302,532
Taxable income: Number 227,861 102,553
Amount 9,739,215 6,495,668
Total tax credits: (8) Number 104,469 51,226
Amount 104,127 49,257
Child care credit: Number 24,608 11,286
Amount 10,412 4,904
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 227,466 102,512
Amount 1,510,330 1,199,720
Total tax liability: (12) Number 227,731 102,563
Amount 1,581,340 1,245,536
Tax due at time of filing: (13) Number 60,491 39,864
Amount 124,436 114,942
Overpayments: (14) Number 161,831 59,250
Amount 364,405 154,632
ALASKA
Number of returns 44,700 25,647
Number of joint returns 29,381 21,378
Number with paid preparer’s signature 22,895 13,730
Number of exemptions (3) 117,364 73,882
Adjusted gross income (AGI) (4) 2,746,681 2,210,122
Salaries and wages in AGI: (5) Number 40,636 23,633
Amount 2,101,379 1,679,893
Taxable interest: Number 32,261 21,327
Amount 47,452 39,645
Tax-exempt interest: (6) Number 1,399 1,212
Amount 7,509 6,608
Dividends: Number 15,546 11,341
Amount 28,599 24,015
Business or profession net
income (less loss):
Number 10,220 6,309
Amount 85,860 69,756
Number of farm returns 245 182
Net capital gain (less loss) 12,896 9,963
in AGI: Number
Amount 46,053 57,447
Taxable Individual Retirement
Arrangements distributions: Number 3,466 2,629
Amount 32,034 31,142
Pensions and annuities in AGI: Number 9,862 6,720
Amount 205,304 170,205
Social Security benefits in 4,675 2,596
AGI: Number
Amount 45,716 28,692
Total statutory adjustments: Number 12,119 5,838
Amount 25,419 18,432
Self-employment retirement 652 668
plans: (6) Number
Amount 3,025 3,963
Total itemized deductions: (7) Number 21,460 16,946
Amount 285,754 258,608
Medical and dental expense: Number 2,624 1,164
Amount 14,230 6,009
Taxes paid: Number 20,542 16,491
Amount 45,783 43,376
Interest paid: Number 19,897 16,145
Amount 162,659 150,498
Contributions: Number 17,718 14,903
Amount 43,204 40,802
Taxable income: Number 44,648 25,638
Amount 1,982,156 1,686,764
Total tax credits: (8) Number 20,908 13,186
Amount 22,268 13,227
Child care credit: Number 3,648 2,559
Amount 1,608 1,189
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 44,532 25,626
Amount 326,002 320,597
Total tax liability: (12) Number 44,588 25,631
Amount 345,390 335,074
Tax due at time of filing: (13) Number 15,380 11,678
Amount 34,792 35,365
Overpayments: (14) Number 27,981 12,961
Amount 61,491 33,231
ARIZONA
Number of returns 284,013 140,121
Number of joint returns 204,734 116,732
Number with paid preparer’s signature 163,304 80,473
Number of exemptions (3) 739,145 388,310
Adjusted gross income (AGI) (4) 17,380,788 12,028,513
Salaries and wages in AGI: (5) Number 247,383 122,364
Amount 13,252,763 8,944,016
Taxable interest: Number 198,950 115,171
Amount 423,575 290,915
Tax-exempt interest: (6) Number 15,793 10,830
Amount 111,601 86,979
Dividends: Number 105,120 70,168
Amount 293,790 231,575
Business or profession net
income (less loss):
Number 47,244 25,801
Amount 435,959 321,626
Number of farm returns 1,364 841
Net capital gain (less loss)
in AGI: Number 89,317 60,234
Amount 427,261 433,093
Taxable Individual Retirement
Arrangements distributions: Number 32,098 19,032
Amount 371,003 310,336
Pensions and annuities in AGI: Number 74,769 39,238
Amount 1,386,775 902,291
Social Security benefits in AGI: Number 50,234 24,050
Amount 552,140 313,539
Total statutory adjustments: Number 68,077 28,883
Amount 144,846 98,787
Self-employment retirement
plans: (6) Number 2,796 2,514
Amount 14,864 16,486
Total itemized deductions: (7) Number 197,805 119,351
Amount 2,863,257 2,108,804
Medical and dental expense: Number 32,103 12,030
Amount 149,798 68,683
Taxes paid: Number 197,811 119,302
Amount 658,561 556,615
Interest paid: Number 182,123 110,541
Amount 1,457,871 1,031,230
Contributions: Number 178,340 111,888
Amount 354,108 284,045
Taxable income: Number 283,304 139,913
Amount 11,880,017 8,691,327
Total tax credits: (8) Number 126,408 67,834
Amount 128,832 66,407
Child care credit: Number 25,676 13,849
Amount 11,069 6,163
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number
Amount 282,172 139,813
Total tax liability: (12) Number 1,872,984 1,604,879
Amount 282,749 139,936
Tax due at time of filing: (13) Number 1,968,874 1,672,438
Amount 91,987 60,046
Overpayments: (14) Number 191,527 181,632
Amount 182,187 74,048
Amount : 388,452 198,231
ARKANSAS
Number of returns 127,369 49,528
Number of joint returns 107,537 44,695
Number with paid preparer’s signature 80,662 31,045
Number of exemptions (3) 344,588 138,712
Adjusted gross income (AGI) (4) 7,736,682 4,235,669
Salaries and wages in AGI: (5) Number 113,303 43,578
Amount 6,029,753 3,123,849
Taxable interest: Number 91,523 41,749
Amount 219,238 132,250
Tax-exempt interest: (6) Number 4,292 3,050
Amount 29,230 23,330
Dividends: Number 41,046 23,439
Amount 82,275 64,565
Business or profession net
income (less loss):
Number 22,558 9,404
Amount 182,573 110,373
Number of farm returns 8,072 3,155
Net capital gain (less loss) in
AGI: Number 33,800 19,764
Amount 162,001 144,185
Taxable Individual Retirement
Arrangements distributions: Number 12,384 6,277
Amount 138,590 100,351
Pensions and annuities in AGI: Number 31,210 12,976
Amount 537,086 289,827
Social Security benefits in
AGI: Number 21,334 8,804
Amount 227,366 115,568
Total statutory adjustments: Number 30,714 11,255
Amount 55,082 33,422
Self-employment retirement
plans: (6) Number 734 628
Amount 3,220 4,009
Total itemized deductions: (7) Number 72,938 39,802
Amount 945,571 634,660
Medical and dental expense: Number 11,463 3,616
Amount 51,714 20,222
Taxes paid: Number 73,034 39,839
Amount 263,091 209,923
Interest paid: Number 62,995 34,418
Amount 356,208 223,212
Contributions: Number 63,131 36,198
Amount 187,086 131,921
Taxable income: Number 127,225 49,461
Amount 5,437,080 3,144,728
Total tax credits: (8) Number 57,915 23,467
Amount 56,282 21,604
Child care credit: Number 13,754 4,928
Amount 5,597 2,025
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 127,033 49,448
Amount 833,849 580,980
Total tax liability: (12) Number 127,157 49,482
Amount 881,512 609,637
Tax due at time of filing: (13) Number 38,148 21,165
Amount 88,297 75,227
Overpayments: (14) Number 65,230 26,113
Amount 180,266 69,248
CALIFORNIA
Number of returns 1,929,657 1,040,628
Number of joint returns 1,128,841 769,994
Number with paid preparer’s signature 1,214,076 662,060
Number of exemptions (3) 4,730,824 2,792,716
Adjusted gross income (AGI) (4) 118,259,374 89,700,491
Salaries and wages in AGI: (5) Number 1,700,941 926,977
Amount 93,556,304 70,141,795
Taxable interest: Number 1,425,856 881,227
Amount 2,925,325 2,135,222
Tax-exempt interest: (6) Number 88,194 68,041
Amount 696,056 576,996
Dividends: Number 680,655 492,000
Amount 1,733,347 1,476,009
Business or profession net
income (less loss):
Number 346,951 213,277
Amount 4,637,488 3,787,948
Number of farm returns 12,469 8,342
Net capital gain (less loss)
in AGI: Number 588,983 433,827
Amount 2,329,715 2,587,074
Taxable Individual Retirement
Arrangements distributions: Number 178,667 116,918
Amount 1,876,213 1,666,467
Pensions and annuities in AGI: Number 386,998 225,032
Amount 7,257,466 4,945,546
Social Security benefits in AGI: Number 279,809 146,406
Amount 2,950,052 1,824,228
Total statutory adjustments: Number 441,302 230,759
Amount 1,213,141 943,995
Self-employment retirement
plans: (6) Number 32,422 30,481
Amount 187,043 221,859
Total itemized deductions: (7) Number 1,285,072 880,124
Amount 22,361,106 18,685,466
Medical and dental expense: Number 148,804 62,436
Amount 862,687 442,932
Taxes paid: Number 1,285,987 880,562
Amount 5,782,094 5,614,096
Interest paid: Number 1,074,023 744,312
Amount 11,145,973 9,055,365
Contributions: Number 1,171,794 814,796
Amount 2,399,059 2,030,396
Taxable income: Number 1,921,622 1,038,269
Amount 78,912,729 62,222,370
Total tax credits: (8) Number 801,205 492,544
Amount 826,692 482,525
Child care credit: Number 176,270 114,781
Amount 90,506 58,499
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 1,911,197 1,037,414
Amount 12,967,125 11,628,966
Total tax liability: (12) Number 1,917,842 1,038,782
Amount 13,864,065 12,306,533
Tax due at time of filing: (13) Number 583,057 372,928
Amount 1,383,709 1,264,069
Overpayments: (14) Number 1,280,316 623,954
Amount 3,092,676 1,944,080
COLORADO
Number of returns 296,870 157,259
Number of joint returns 204,082 128,745
Number with paid preparer’s signature 161,258 83,508
Number of exemptions (3) 742,915 431,293
Adjusted gross income (AGI) (4) 18,212,334 13,526,713
Salaries and wages in AGI: (5) Number 267,813 143,610
Amount 14,362,846 10,537,247
Taxable interest: Number 222,721 134,570
Amount 374,516 265,410
Tax-exempt interest: (6) Number 13,396 10,232
Amount 75,449 59,911
Dividends: Number 114,948 81,657
Amount 249,283 209,944
Business or profession net
income (less loss):
Number 59,818 33,348
Amount 632,771 456,823
Number of farm returns 5,527 2,841
Net capital gain (less loss) in
AGI: Number 99,488 71,823
Amount 473,787 497,864
Taxable Individual Retirement
Arrangements distributions: Number 29,973 18,396
Amount 287,096 242,156
Pensions and annuities in AGI: Number 65,031 38,398
Amount 1,185,327 785,206
Social Security benefits in
AGI: Number 37,439 17,615
Amount 371,978 207,258
Total statutory adjustments: Number 85,161 38,637
Amount 187,986 131,449
Self-employment retirement
plans: (6) Number 4,362 3,944
Amount 20,959 24,202
Total itemized deductions: (7) Number 205,129 133,295
Amount 3,065,919 2,379,285
Medical and dental expense: Number 22,379 8,365
Amount 113,730 50,609
Taxes paid: Number 204,818 133,218
Amount 723,923 653,549
Interest paid: Number 191,362 124,837
Amount 1,691,374 1,257,476
Contributions: Number 177,626 121,845
Amount 325,066 281,372
Taxable income: Number 296,223 157,115
Amount 12,509,508 9,786,282
Total tax credits: (8) Number 130,769 78,893
Amount 131,092 75,523
Child care credit: Number 26,192 15,695
Amount 11,233 6,955
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 295,243 157,041
Amount 2,003,907 1,812,753
Total tax liability: (12) Number 295,823 157,124
Amount 2,133,321 1,902,051
Tax due at time of filing: (13) Number 95,667 66,406
Amount 211,771 204,016
Overpayments: (14) Number 191,770 84,803
Amount 407,672 227,754
CONNECTICUT
Number of returns 247,774 145,944
Number of joint returns 151,883 118,839
Number of joint returns 141,196 81,768
Number of exemptions (3) 587,308 403,259
Adjusted gross income (AGI) (4) 15,252,626 12,590,889
Salaries and wages in AGI: (5) Number 221,519 132,644
Amount 11,931,414 9,915,579
Taxable interest: Number 212,308 135,943
Amount 388,638 279,833
Tax-exempt interest: (6) Number 14,244 11,584
Amount 82,786 75,235
Dividends: Number 106,407 79,618
Amount 266,159 238,045
Business or profession net
income (less loss):
Number 39,981 26,162
Amount 515,325 434,796
Number of farm returns 562 337
Net capital gain (less loss) in
AGI: Number 87,880 66,865
Amount 364,559 393,337
Taxable Individual Retirement
Arrangements distributions: Number 27,997 18,243
Amount 255,484 225,737
Pensions and annuities in AGI: Number 53,639 32,600
Amount 927,701 670,405
Social Security benefits in
AGI: Number 40,377 20,909
Amount 458,440 281,565
Total statutory adjustments: Number 57,895 31,265
Amount 149,623 118,136
Self-employment retirement
plans: (6) Number 4,093 4,109
Amount 20,871 26,440
Total itemized deductions: (7) Number 163,379 123,178
Amount 2,393,111 2,174,821
Medical and dental expense: Number 16,264 7,231
Amount 106,044 62,547
Taxes paid: Number 163,751 123,342
Amount 884,842 884,126
Interest paid: Number 141,520 108,177
Amount 1,036,719 903,168
Contributions: Number 150,253 116,967
Amount 226,794 214,273
Taxable income: Number 246,985 145,658
Amount 10,703,740 9,153,132
Total tax credits: (8) Number 99,752 73,410
Amount 97,893 71,278
Child care credit: Number 16,491 14,238
Amount 71,540 6,687
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 246,429 145,618
Amount 1,771,478 1,705,470
Total tax liability: (12) Number 246,866 145,720
Amount 1,875,061 1,789,804
Tax due at time of filing: (13) Number 68,530 50,550
Amount 149,076 147,634
Overpayments: (14) Number 170,915 89,566
Amount 426,985 267,291
Amount
DELAWARE
Number of returns 54,077 29,455
Number of joint returns 36,730 25,087
Number with paid preparer’s signature 29,497 15,627
Number of exemptions (3) 133,993 82,679
Adjusted gross income (AGI) (4) 3,322,665 2,534,601
Salaries and wages in AGI: (5) Number 48,841 26,990
Amount 2,599,173 1,996,396
Taxable interest: Number 40,636 25,350
Amount 73,764 49,182
Tax-exempt interest: (6) Number 2,632 1,998
Amount 16,003 12,964
Dividends: Number 20,843 15,098
Amount 53,798 47,256
Business or profession net
income (less loss):
Number 7,372 4,300
Amount 62,865 47,072
Number of farm returns 482 226
Net capital gain (less loss) in
AGI: Number 15,798 11,800
Amount 62,592 66,391
Taxable Individual Retirement
Arrangements distributions: Number 5,790 3,674
Amount 56,916 49,685
Pensions and annuities in AGI: Number 14,859 8,290
Amount 262,967 175,639
Social Security benefits
in AGI: Number 9,140 4,425
Amount 104,217 60,371
Total statutory adjustments: Number 10,364 4,786
Amount 19,382 13,492
Self-employment retirement plans:
(6) Number 439 399
Amount 1,666 2,245
Total itemized deductions: (7) Number 35,669 24,657
Amount 482,187 402,045
Medical and dental expense: Number 2,931 1,195
Amount 19,010 9,551
Taxes paid: Number 35,805 24,710
Amount 122,530 120,856
Interest paid: Number 32,964 22,865
Amount 246,277 191,868
Contributions: Number 32,759 23,451
Amount 64,797 57,656
Taxable income: Number 54,002 29,439
Amount 2,342,584 1,868,544
Total tax credits: (8) Number 22,759 15,201
Amount 22,929 14,800
Child care credit: Number 5,433 3,774
Amount 2,479 1,800
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 53,912 29,428
Amount 378,260 346,918
Total tax liability: (12) Number 83,957 29,436
Amount 392,374 357,157
Tax due at time of filing: (13) Number 15,750 11,743
Amount 30,560 30,819
Overpayments: (14) Number 36,866 16,776
Amount 81,486 42,724
DISTRICT OF COLUMBIA
Number of returns 31,799 15,016
Number of joint returns 6,868 5,210
Number with paid preparer’s signature 14,143 6,957
Number of exemptions (3) 50,410 25,570
Adjusted gross income (AGI) (4) 1,933,672 1,293,933
Salaries and wages in AGI: (5) Number 27,758 13,009
Amount 1,535,482 983,458
Taxable interest: Number 21,550 12,084
Amount 35,807 28,105
Tax-exempt interest: (6) Number 1,639 1,489
Amount 9,922 11,113
Dividends: Number 11,631 8,011
Amount 30,550 31,008
Business or profession net
income (less loss):
Number 4,348 2,716
Amount 43,247 40,302
Number of farm returns 34 27
Net capital gain (less loss) in
AGI: Number 9,744 6,921
Amount 43,154 48,492
Taxable Individual Retirement
Arrangements distributions: Number 2,704 1,821
Amount 18,471 17,376
Pensions and annuities in AGI: Number 7,118 3,581
Amount 191,853 118,162
Social Security benefits in AGI: Number 3,681 1,872
Amount 30,044 19,120
Total statutory adjustments: Number 5,605 2,761
Amount 13,250 11,369
Self-employment retirement
plans: (6) Number 478 476
Amount 2,767 3,530
Total itemized deductions: (7) Number 22,518 13,157
Amount 357,453 252,487
Medical and dental expense: Number 3,414 1,209
Amount 23,453 10,798
Taxes paid: Number 22,484 13,125
Amount 118,027 96,854
Interest paid: Number 15,053 9,155
Amount 117,008 87,718
Contributions: Number 20,188 11,915
Amount 64,563 40,154
Taxable income: Number 31,635 14,978
Amount 1,393,321 959,426
Total tax credits: (8) Number 7,325 4,073
Amount 10,920 4,319
Child care credit: Number 1,401 780
Amount 747 414
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 31,464 14,972
Amount 256,895 200,020
Total tax liability: (12) Number 31,554 14,994
Amount 267,180 208,586
Tax due at time of filing: (13) Number 9,627 5,214
Amount 20,125 16,759
Overpayments: (14) Number 21,291 9,063
Amount 53,340 28,081
FLORIDA
Number of returns 878,322 410,137
Number of joint returns 627,080 335,590
Number with paid preparer’s signature 479,134 227,838
Number of exemptions (3) 2,153,840 1,081,888
Adjusted gross income (AGI) (4) 53,651,637 35,201,286
Salaries and wages in AGI: (5) Number 736,819 341,146
Amount 38,656,279 24,334,665
Taxable interest: Number 630,799 339,105
Amount 1,880,780 1,258,164
Tax-exempt interest: (6) Number 54,567 37,431
Amount 523,299 500,161
Dividends: Number 352,047 217,732
Amount 1,240,262 991,720
Business or profession net
income (less loss):
Number 134,737 68,858
Amount 1,257,088 863,804
Number of farm returns 6,930 3,924
Net capital gain (less loss)
in AGI: Number 304,084 193,351
Amount 1,575,789 1,600,981
Taxable Individual Retirement
Arrangements distributions: Number 113,388 65,130
Amount 1,294,747 1,068,859
Pensions and annuities in AGI: Number 251,194 125,625
Amount 4,957,665 3,074,103
Social Security benefits in AGI: Number 193,312 93,001
Amount 2,153,263 1,238,522
Total statutory adjustments: Number 197,524 87,947
Amount 437,261 288,066
Self-employment retirement
plans: (6) Number 6,453 5,688
Amount 31,673 35,600
Total itemized deductions: (7) Number 452,952 275,810
Amount 6,326,951 4,499,047
Medical and dental expense: Number 86,525 34,613
Amount 522,455 262,447
Taxes paid: Number 434,277 269,402
Amount 947,352 747,043
Interest paid: Number 408,247 251,718
Amount 3,190,826 2,253,182
Contributions: Number 403,370 255,167
Amount 953,379 750,973
Taxable income: Number 876,000 409,357
Amount 35,436,632 26,761,419
Total tax credits: (8) Number 353,824 185,116
Amount 341,889 172,277
Child care credit: Number 88,308 45,159
Amount 39,943 21,192
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 874,331 409,212
Amount 6,216,211 5,082,043
Total tax liability: (12) Number 875,472 409,525
Amount 6,483,410 5,255,572
Tax due at time of filing: (13) Number 291,253 180,983
Amount 641,127 597,488
Overpayments: (14) Number 549,003 205,478
Amount 1,242,652 585,081
GEORGIA
Number of returns 458,440 232,030
Number of joint returns 326,529 194,889
Number with paid preparer’s signature 255,340 124,021
Number of exemptions (3) 1,176,277 649,638
Adjusted gross income (AGI) (4) 28,058,464 19,949,736
Salaries and wages in AGI: (5) Number 423,471 215,371
Amount 23,134,650 16,173,837
Taxable interest: Number 307,420 187,041
Amount 540,267 381,959
Tax-exempt interest: (6) Number 12,147 9,656
Amount 72,024 61,950
Dividends: Number 149,745 109,750
Amount 286,682 263,217
Business or profession net
income (less loss):
Number 77,470 41,640
Amount 636,451 466,093
Number of farm returns 9,521 5,219
Net capital gain (less loss)
in AGI: Number 113,605 85,629
Amount 454,618 492,480
Taxable Individual Retirement Arrangements
distributions: Number 38,306 24,619
Amount 375,638 325,662
Pensions and annuities in AGI: Number 103,454 55,546
Amount 1,740,691 1,153,321
Social Security benefits in AGI: Number 64,495 26,105
Amount 575,869 334,878
Total statutory adjustments: Number 103,861 46,735
Amount 193,921 134,941
Self-employment retirement
plans: (6) Number 3,699 3,604
Amount 16,917 21,364
Total itemized deductions: (7) Number 324,889 204,407
Amount 4,770,724 3,674,007
Medical and dental expense: Number 41,147 14,514
Amount 182,932 82,481
Taxes paid: Number 326,414 204,673
Amount 1,326,936 1,173,954
Interest paid: Number 295,765 186,856
Amount 2,130,499 1,578,195
Contributions: Number 291,625 189,624
Amount 777,027 616,408
Taxable income: Number 457,542 231,776
Amount 19,143,568 14,286,583
Total tax credits: (8) Number 197,120 111,378
Amount 193,612 106,749
Child care credit: Number 47,120 26,842
Amount 20,387 12,121
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 456,369 231,678
Amount 3,042,105 2,642,243
Total tax liability: (12) Number 457,049 231,823
Amount 3,193,862 2,746,388
Tax due at time of filing: (13) Number 126,881 88,289
Amount 271,241 258,623
Overpayments: (14) Number 321,192 136,799
Amount 721,218 373,475
HAWAII
Number of returns 75,867 38,642
Number of joint returns 52,985 32,452
Number with paid preparer’s signature 44,458 22,553
Number of exemptions (3) 197,001 108,088
Adjusted gross income (AGI) (4) 4,644,084 3,325,302
Salaries and wages in AGI: (5) Number 66,601 34,226
Amount 3,527,098 2,447,510
Taxable interest: Number 65,697 36,245
Amount 114,469 83,198
Tax-exempt interest: (6) Number 4,160 3,207
Amount 21,029 15,584
Dividends: Number 31,206 21,319
Amount 69,274 60,302
Business or profession net
income (less loss):
Number 13,768 7,747
Amount 119,548 99,141
Number of farm returns 1,001 508
Net capital gain (less loss) in
AGI: Number 26,714 18,290
Amount 107,611 115,622
Taxable Individual Retirement
Arrangements distributions: Number 9,966 6,410
Amount 88,867 75,566
Pensions and annuities in AGI: Number 20,159 11,475
Amount 431,351 301,373
Social Security benefits in AGI: Number 13,271 7,024
Amount 141,747 92,199
Total statutory adjustments: Number 16,052 7,742
Amount 36,819 25,692
Self-employment retirement
plans: (6) Number 1,035 948
Amount 5,093 5,645
Total itemized deductions: (7) Number 49,519 31,525
Amount 828,827 651,053
Medical and dental expense: Number 5,422 1,671
Amount 25,761 12,303
Taxes paid: Number 49,526 31,524
Amount 202,007 181,229
Interest paid: Number 39,804 27,209
Amount 437,979 348,148
Contributions: Number 45,630 29,624
Amount 89,208 66,073
Taxable income: Number 75,656 38,595
Amount 3,085,162 2,321,920
Total tax credits: (8) Number 34,360 19,805
Amount 35,482 18,981
Child care credit: Number 7,669 4,782
Amount 2,846 1,784
Earned income credit: (9) Number
Amount — —
Excess earned income credit
(refundable): (10) — —
Number — —
Amount — —
Income tax: (11) Number 75,221 38,567
Amount 487,140 421,516
Total tax liability: (12) Number 75,406 38,592
Amount 512,499 440,517
Tax due at time of filing: (13) Number 23,957 16,339
Amount 47,922 46,221
Overpayments: (14) Number 48,550 19,892
Amount 105,058 53,598
IDAHO
Number of returns 73,901 30,411
Number of joint returns 62,247 27,221
Number with paid preparer’s signature 43,888 18,232
Number of exemptions (3) 217,647 91,724
Adjusted gross income (AGI) (4) 4,498,824 2,600,438
Salaries and wages in AGI: (5) Number 66,475 27,220
Amount 3,528,115 1,949,131
Taxable interest: Number 55,604 26,245
Amount 109,985 66,150
Tax-exempt interest: (6) Number 3,160 2,092
Amount 17,456 11,407
Dividends: Number 26,014 15,047
Amount 54,667 40,833
Business or profession net
income (less loss):
Number 15,772 6,650
Amount 122,264 80,151
Number of farm returns 4,066 1,671
Net capital gain (less loss)
in AGI: Number 24,593 14,684
Amount 133,170 118,373
Taxable Individual Retirement
Arrangements distributions: Number 7,653 3,737
Amount 79,077 55,190
Pensions and annuities in AGI: Number 16,221 7,148
Amount 275,969 148,412
Social Security benefits in AGI: Number 10,155 4,270
Amount 109,497 54,988
Total statutory adjustments: Number 20,677 7,302
Amount 40,828 23,697
Self-employment retirement
plans: (6) Number 769 651
Amount 3,640 4,025
Total itemized deductions: (7) Number 54,562 26,773
Amount 781,925 473,868
Medical and dental expense: Number 7,312 2,203
Amount 32,712 11,703
Taxes paid: Number 54,526 26,764
Amount 233,436 167,005
Interest paid: Number 49,644 24,181
Amount 346,840 193,023
Contributions: Number 47,021 24,536
Amount 121,183 78,961
Taxable income: Number 73,764 30,374
Amount 2,974,375 1,845,934
Total tax credits: (8) Number 37,869 16,327
Amount 41,267 16,511
Child care credit: Number 7,785 2,845
Amount 3,112 1,180
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 73,273 30,351
Amount 439,288 328,894
Total tax liability: (12) Number 73,512 30,375
Amount 469,003 347,122
Tax due at time of filing: (13) Number
Amount 22,447 13,091
Overpayments: (14) Number 52,662 45,882
Amount 49,123 16,044
Amount 100,043 41,910
ILLINOIS
Number of returns 822,169 430,979
Number of joint returns 544,356 354,229
Number with paid preparer’s signature 473,713 242,088
Number of exemptions (3) 2,094,911 1,227,402
Adjusted gross income (AGI) (4) 50,425,601 37,071,058
Salaries and wages in AGI: (5) Number 746,892 396,148
Amount 40,679,951 29,680,179
Taxable interest: Number 624,945 370,358
Amount 1,323,153 916,144
Tax-exempt interest: (6) Number 37,390 29,227
Amount 190,191 169,268
Dividends: Number 313,040 221,409
Amount 720,350 612,427
Business or profession net
income (less loss):
Number 120,299 69,297
Amount 1,077,222 849,338
Number of farm returns 16,534 7,548
Net capital gain (less loss) in
AGI: Number 252,390 182,872
Amount 1,007,684 1,061,961
Taxable Individual Retirement
Arrangements distributions: Number 84,196 52,238
Amount 861,365 712,706
Pensions and annuities in AGI: Number 177,364 96,291
Amount 2,840,048 1,849,032
Social Security benefits in AGI: Number 116,743 55,586
Amount 1,291,535 714,939
Total statutory adjustments: Number 170,652 79,355
Amount 340,460 243,540
Self-employment retirement
plans: (6) Number 7,956 7,753
Amount 36,214 45,546
Total itemized deductions: (7) Number 488,924 337,483
Amount 6,944,226 5,719,577
Medical and dental expense: Number 52,494 20,658
Amount 313,390 147,261
Taxes paid: Number 489,991 337,893
Amount 2,077,467 1,872,350
Interest paid: Number 434,491 306,034
Amount 3,137,054 2,523,003
Contributions: Number 436,922 315,329
Amount 857,127 748,748
Taxable income: Number 820,567 430,594
Amount 35,476,002 27,331,064
Total tax credits: (8) Number 363,129 224,126
Amount 372,967 219,837
Child care credit: Number 60,169 36,898
Amount 27,748 17,130
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 818,320 430,455
Amount 5,752,870 5,106,148
Total tax liability: (12) Number 819,403 430,640
Amount 6,007,903 5,291,860
Tax due at time of filing: (13) Number 208,742 149,896
Amount 448,277 436,024
Overpayments: (14) Number 587,081 264,241
Amount 1,473,613 777,070
INDIANA
Number of returns 423,250 193,093
Number of joint returns 336,292 173,026
Number with paid preparer’s signature 246,347 109,254
Number of exemptions (3) 1,164,521 570,137
Adjusted gross income (AGI) (4) 25,904,801 16,540,488
Salaries and wages in AGI: (5) Number 396,180 180,769
Amount 21,718,032 13,574,127
Taxable interest: Number 314,806 166,374
Amount 516,658 325,976
Tax-exempt interest: (6) Number 13,994 10,054
Amount 77,134 62,038
Dividends: Number 128,616 84,851
Amount 247,378 205,473
Business or profession net
income (less loss):
Number 67,700 32,783
Amount 547,847 388,036
Number of farm returns 12,895 6,137
Net capital gain (less loss)
in AGI: Number 101,157 67,907
Amount 408,370 409,410
Taxable Individual Retirement
Arrangements distributions: Number 36,703 20,597
Amount 377,505 292,941
Pensions and annuities in AGI: Number 87,908 42,943
Amount 1,219,614 728,581
Social Security benefits in AGI: Number 51,154 22,438
Amount 576,332 305,138
Total statutory adjustments: Number 96,286 36,277
Amount 148,360 92,956
Self-employment retirement
plans: (6) Number 2,641 2,521
Amount 11,362 13,945
Total itemized deductions: (7) Number 252,691 153,214
Amount 3,212,533 2,347,686
Medical and dental expense: Number 21,713 7,372
Amount 111,577 48,407
Taxes paid: Number 253,705 153,640
Amount 979,182 802,266
Interest paid: Number 234,557 141,887
Amount 1,524,928 1,025,706
Contributions: Number 210,118 138,097
Amount 424,435 352,526
Taxable income: Number 422,805 192,976
Amount 18,245,494 12,318,313
Total tax credits: (8) Number 204,573 102,061
Amount 212,595 102,556
Child care credit: Number 35,645 18,724
Amount 14,812 8,104
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 421,982 192,931
Amount 2,828,955 2,270,957
Total tax liability: (12) Number 422,381 192,981
Amount 2,958,197 2,357,381
Tax due at time of filing: (13) Number 94,781 64,758
Amount 195,413 185,399
Overpayments: (14) Number 318,447 122,295
Amount 768,633 345,064
IOWA
Number of returns 202,491 82,089
Number of joint returns 171,673 74,591
Number with paid preparer’s signature 145,035 56,049
Number of exemptions (3) 580,475 245,716
Adjusted gross income (AGI) (4) 12,357,307 7,010,419
Salaries and wages in AGI: (5) Number 183,446 73,917
Amount 9,663,838 5,262,470
Taxable interest: Number 166,775 74,750
Amount 359,805 212,112
Tax-exempt interest: (6) Number 10,319 6,873
Amount 45,714 35,072
Dividends: Number 82,365 45,914
Amount 156,097 120,789
Business or profession net
income (less loss):
Number 37,918 15,945
Amount 320,616 199,562
Number of farm returns 16,747 5,791
Net capital gain (less loss) in
AGI: Number 73,194 40,781
Amount 319,916 274,377
Taxable Individual Retirement
Arrangements
distributions: Number 22,069 11,350
Amount 183,244 133,498
Pensions and annuities in AGI: Number 43,158 18,456
Amount 564,292 309,349
Social Security benefits in AGI: Number 30,731 12,624
Amount 347,246 174,090
Total statutory adjustments: Number 61,048 18,561
Amount 115,553 62,227
Self-employment retirement
plans: (6) Number 3,415 2,485
Amount 14,811 14,571
Total itemized deductions: (7) Number 119,962 67,274
Amount 1,486,632 1,026,615
Medical and dental expense: Number 13,619 4,073
Amount 87,153 30,408
Taxes paid: Number 120,178 67,307
Amount 528,358 414,760
Interest paid: Number 105,029 58,375
Amount 590,693 376,523
Contributions: Number 105,868 62,929
Amount 186,627 146,948
Taxable income: Number 202,294 82,040
Amount 8,655,370 5,189,332
Total tax credits: (8) Number 106,284 46,111
Amount 119,143 47,203
Child care credit: Number 27,649 9,415
Amount 11,528 3,845
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 201,867 82,019
Amount 1,291,454 938,744
Total tax liability: (12) Number 202,073 82,044
Amount 1,381,077 990,396
Tax due at time of filing: (13) Number 60,920 35,575
Amount 153,566 122,909
Overpayments: (14) Number 134,032 42,594
Amount 277,750 103,998
KANSAS
Number of returns 175,587 81,309
Number of joint returns 141,431 72,354
Number with paid preparer’s signature 110,824 50,104
Number of exemptions (3) 489,772 239,701
Adjusted gross income (AGI) (4) 10,744,872 6,987,448
Salaries and wages in AGI: (5) Number 158,273 73,390
Amount 8,465,391 5,329,077
Taxable interest: Number 135,261 71,105
Amount 298,980 187,354
Tax-exempt interest: (6) Number 8,537 5,988
Amount 46,915 39,164
Dividends: Number 67,135 42,412
Amount 137,458 113,420
Business or profession net
income (less loss):
Number 34,309 16,717
Amount 280,172 205,297
Number of farm returns 11,997 4,940
Net capital gain (less loss)
in AGI: Number 57,842 36,469
Amount 252,189 242,639
Taxable Individual Retirement
Arrangements distributions: Number 20,650 11,632
Amount 197,000 155,460
Pensions and annuities in AGI: Number 39,311 19,564
Amount 573,535 359,505
Social Security benefits in AGI: Number 27,375 12,380
Amount 312,293 172,385
Total statutory adjustments: Number 48,931 18,352
Amount 95,742 59,093
Self-employment retirement
plans: (6) Number 2,159 1,842
Amount 9,608 10,622
Total itemized deductions: (7) Number 100,807 68,001
Amount 1,415,696 1,040,087
Medical and dental expense: Number 14,117 5,168
Amount 89,787 35,911
Taxes paid: Number 108,843 65,999
Amount 473,241 375,778
Interest paid: Number 88,735 58,345
Amount 544,365 405,465
Contributions: Number 88,432 61,182
Amount 199,185 167,140
Taxable income: Number 175,347 81,237
Amount 7,538,631 5,149,021
Total tax credits: (8) Number 87,248 43,518
Amount 92,549 43,238
Child care credit: Number 19,719 8,728
Amount 8,390 3,815
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 174,946 81,214
Amount 1,154,579 942,034
Total tax liability: (12) Number 175,161 81,244
Amount 1,227,858 990,344
Tax due at time of filing: (13) Number 52,529 33,263
Amount 125,230 110,944
Overpayments: (14) Number 116,802 44,257
Amount 243,013 109,769
KENTUCKY
Number of returns 224,984 94,532
Number of joint returns 184,269 84,446
Number with paid preparer’s signature 142,896 57,418
Number of exemptions (3) 609,770 274,004
Adjusted gross income (AGI) (4) 13,718,139 8,085,218
Salaries and wages in AGI: (5) Number 207,515 87,009
Amount 11,177,584 6,349,319
Taxable interest: Number 164,192 80,800
Amount 310,739 188,943
Tax-exempt interest: (6) Number 7,149 5,137
Amount 42,682 35,911
Dividends: Number 68,941 43,581
Amount 139,756 120,783
Business or profession net
income (less loss):
Number 37,711 17,089
Amount 301,909 207,241
Number of farm returns 16,762 6,616
Net capital gain (less loss)
in AGI: Number 54,709 35,469
Amount 257,407 244,242
Taxable Individual Retirement
Arrangements distributions: Number 18,973 10,440
Amount 193,468 149,511
Pensions and annuities in AGI: Number 52,802 23,942
Amount 868,592 497,228
Social Security benefits in AGI: Number 28,608 11,765
Amount 295,676 147,807
Total statutory adjustments: Number 53,075 19,473
Amount 88,839 55,994
Self-employment retirement
plans: (6) Number 1,592 1,488
Amount 7,175 9,117
Total itemized deductions: (7) Number 152,307 81,345
Amount 1,996,299 1,337,555
Medical and dental expense: Number 12,953 3,943
Amount 60,958 26,033
Taxes paid: Number 152,520 81,387
Amount 725,820 538,317
Interest paid: Number 136,494 72,371
Amount 815,094 503,140
Contributions: Number 132,339 75,509
Amount 270,113 202,320
Taxable income: Number 224,714 94,462
Amount 9,507,999 5,890,449
Total tax credits: (8) Number 106,870 49,039
Amount 103,751 47,056
Child care credit: Number 21,342 9,884
Amount 8,582 4,236
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 224,346 94,442
Amount 1,459,528 1,074,112
Total tax liability: (12) Number 224,576 94,480
Amount 1,533,919 1,123,180
Tax due at time of filing: (13) Number 56,883 34,918
Amount 121,673 108,216
Overpayments: (14) Number 161,890 55,897
Amount 369,538 155,450
LOUISIANA
Number of returns 215,457 95,457
Number of joint returns 168,073 84,026
Number with paid preparer’s signature 119,114 53,485
Number of exemptions (3) 595,377 283,698
Adjusted gross income (AGI) (4) 13,153,285 8,176,460
Salaries and wages in AGI: (5) Number 196,891 87,139
Amount 10,720,108 6,433,328
Taxable interest: Number 151,803 79,813
Amount 291,998 191,065
Tax-exempt interest: (6) Number 6,792 5,131
Amount 47,390 41,977
Dividends: Number 66,519 43,017
Amount 138,937 116,084
Business or profession net
income (less loss):
Number 38,172 17,859
Amount 289,027 215,450
Number of farm returns 5,663 2,969
Net capital gain (less loss) 54,994 35,991
in AGI: Number 219,669 220,046
Amount
Taxable Individual Retirement
Arrangements distributions: Number 18,622 10,534
Amount 214,942 169,840
Pensions and annuities in AGI: Number 47,522 23,232
Amount 803,039 468,908
Social Security benefits in AGI: Number 27,232 12,180
Amount 279,056 150,876
Total statutory adjustments: Number 48,173 19,712
Amount 88,000 57,557
Self-employment retirement
plans: (6) Number 1,553 1,540
Amount 7,424 9,697
Total itemized deductions: (7) Number 95,056 60,647
Amount 1,284,391 930,627
Medical and dental expense: Number 17,244 6,052
Amount 83,996 37,563
Taxes paid: Number 94,899 60,682
Amount 186,987 173,281
Interest paid: Number 84,246 55,150
Amount 556,078 407,612
Contributions: Number 83,885 56,006
Amount 237,625 187,170
Taxable income: Number 215,132 95,370
Amount 9,368,427 6,209,570
Total tax credits: (8) Number 104,159 49,942
Amount 104,066 49,136
Child care credit: Number 23,777 11,662
Amount 9,977 4,962
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 214,683 95,331
Amount 1,485,639 1,161,247
Total tax liability: (12) Number 214,956 95,386
Amount 1,535,388 1,210,900
Tax due at time of filing: (13) Number 58,874 38,101
Amount 125,844 119,318
Overpayments: (14) Number 150,413 53,365
Amount 339,274 139,149
MAINE
Number of returns 81,702 32,430
Number of joint returns 67,243 28,750
Number with paid preparer’s signature 45,668 18,405
Number of exemptions (3) 221,260 92,365
Adjusted gross income (AGI) (4) 4,972,590 2,768,528
Salaries and wages in AGI: (5) Number 74,101 29,074
Amount 3,909,998 2,062,203
Taxable interest: Number 69,733 30,388
Amount 116,248 68,066
Tax-exempt interest: (6) Number 3,399 2,381
Amount 17,975 15,950
Dividends: Number 29,928 16,741
Amount 77,608 61,182
Business or profession net
income (less loss):
Number 16,641 6,800
Amount 179,924 111,140
Number of farm returns 789 357
Net capital gain (less loss)
in AGI: Number 26,146 15,134
Amount 151,245 139,800
Taxable Individual Retirement
Arrangements distributions: Number 8,014 4,036
Amount 74,072 53,391
Pensions and annuities in AGI: Number 18,001 7,870
Amount 308,052 164,683
Social Security benefits in AGI: Number 11,316 4,637
Amount 112,610 57,211
Total statutory adjustments: Number 23,776 7,936
Amount 51,547 29,700
Self-employment retirement
plans: (6) Number 1,292 994
Amount 5,972 6,355
Total itemized deductions: (7) Number 54,095 28,236
Amount 707,765 460,771
Medical and dental expense: Number 5,687 1,830
Amount 32,423 13,103
Taxes paid: Number 54,170 28,240
Amount 284,626 211,007
Interest paid: Number 48,718 24,773
Amount 285,354 164,689
Contributions: Number 47,911 26,281
Amount 64,243 47,363
Taxable income: Number 81,535 32,390
Amount 3,454,048 2,022,843
Total tax credits: (8) Number 38,759 17,125
Amount 40,524 16,867
Child care credit: Number 8,523 3,432
Amount 3,778 1,493
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 81,408 32,390
Amount 523,129 365,964
Total tax liability: (12) Number 81,493 32,405
Amount 558,002 386,401
Tax due at time of filing: (13) Number 22,572 12,660
Amount 51,336 42,784
Overpayments: (14) Number 56,517 18,286
Amount 119,426 47,963
MARYLAND
Number of returns 371,499 213,671
Number of joint returns 218,221 169,508
Number with paid preparer’s signature 168,008 103,911
Number of exemptions (3) 882,335 588,388
Adjusted gross income (AGI) (4) 22,843,034 18,420,507
Salaries and wages in AGl: (5) Number 334,161 195,065
Amount 18,344,172 14,778,985
Taxable interest: Number 279,680 183,533
Amount 456,847 352,780
Tax-exempt interest: (6) Number 16,868 14,392
Amount 95,924 157,932
Dividends: Number 131,051 102,502
Amount 304,174 285,229
Business or profession net
income (less loss):
Number 58,337 37,942
Amount 457,250 395,252
Number of farm returns 2,298 1,390
Net capital gain (less loss)
in AGI: Number 108,902 87,247
Amount 404,955 469,995
Taxable Individual Retirement
Arrangements distributions: Number 35,539 24,849
Amount 308,694 285,060
Pensions and annuities in AGI: Number 87,254 53,786
Amount 1,823,126 1,313,238
Social Security benefits in AGI: Number 52,187 27,714
Amount 531,837 335,130
Total statutory adjustments: Number 74,413 38,930
Amount 148,338 116,570
Self-employment retirement
plans: (6) Number 3,724 3,952
Amount 17,344 22,557
Total itemized deductions: (7) Number 290,140 196,044
Amount 4,753,532 3,949,235
Medical and dental expense: Number 33,238 13,615
Amount 185,983 101,385
Taxes paid: Number 290,345 196,035
Amount 1,599,024 1,472,811
Interest paid: Number 248,118 172,813
Amount 1,985,182 1,627,394
Contributions: Number 266,096 185,164
Amount 642,240 525,052
Taxable income: Number 370,429 213,359
Amount 15,117,083 12,716,772
Total tax credits: (8) Number 149,076 106,188
Amount 150,174 105,709
Child care credit: Number 33,632 26,132
Amount 16,460 13,350
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 368,862 213,222
Amount 2,459,931 2,325,790
Total tax liability: (12) Number 369,579 213,387
Amount 2,563,945 2,408,415
Tax due at time of filing: (13) Number 93,834 70,893
Amount 179,166 180,153
Overpayments: (14) Number 267,998 136,059
Amount 642,925 384,711
MASSACHUSETTS
Number of returns 447,933 254,038
Number of joint returns 277,940 201,602
Number with paid preparer’s signature 261,799 148,613
Number of exemptions (3) 1,068,756 697,750
Adjusted gross income (AGI) (4) 27,522,771 21,884,264
Salaries and wages in AGI: (5) Number 408,082 234,827
Amount 22,015,285 17,618,123
Taxable interest: Number 368,956 230,192
Amount 663,531 465,629
Tax-exempt interest: (6) Number 20,558 16,710
Amount 104,644 89,436
Dividends: Number 174,083 127,660
Amount 392,997 345,225
Business or profession net
income (less loss):
Number 74,257 46,537
Amount 978,379 779,065
Number of farm returns 779 456
Net capital gain (less loss)
in AGI: Number 150,333 112,028
Amount 667,504 730,545
Taxable Individual Retirement
Arrangements distributions: Number 44,642 27,550
Amount 419,472 349,059
Pensions and annuities in AGI: Number 88,101 49,259
Amount 1,446,436 921,646
Social Security benefits in AGI: Number 64,337 30,525
Amount 683,492 387,255
Total statutory adjustments: Number 107,988 53,644
Amount 244,446 182,616
Self-employment retirement
plans: (6) Number 7,099 6,765
Amount 34,230 40,684
Total itemized deductions: (7) Number 285,684 214,766
Amount 4,123,135 3,718,487
Medical and dental expense: Number 27,759 11,069
Amount 164,111 88,531
Taxes paid: Number 286,038 214,863
Amount 1,581,514 1,568,810
Interest paid: Number 244,374 183,787
Amount 1,743,152 1,503,324
Contributions: Number 263,992 202,087
Amount 372,136 341,793
Taxable income: Number 446,865 253,737
Amount 19,430,609 15,979,182
Total tax credits: (8) Number 181,054 127,786
Amount 182,269 125,014
Child care credit: Number 29,667 24,080
Amount 12,316 10,829
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 445,884 253,692
Amount 3,226,236 2,999,054
Total tax liability: (12) Number 446,477 253,787
Amount 3,404,481 3,135,193
Tax due at time of filing: (13) Number 127,805 90,570
Amount 275,264 275,407
Overpayments: (14) Number 306,300 154,232
Amount 744,462 462,922
MICHIGAN
Number of returns 678,862 364,316
Number of joint returns 473,349 306,861
Number with paid preparer’s signature 400,446 211,543
Number of exemptions (3) 1,768,841 1,051,606
Adjusted gross income (AGI) (4) 41,713,622 31,346,949
Salaries and wages in AGI: (5) Number 626,722 341,043
Amount 33,910,460 25,714,443
Taxable interest: Number 510,829 312,009
Amount 897,201 614,888
Tax-exempt interest: (6) Number 25,438 19,195
Amount 123,983 97,391
Dividends: Number 234,295 169,088
Amount 526,407 452,203
Business or profession net
income (less loss):
Number 99,818 55,860
Amount 837,148 613,308
Number of farm returns 9,277 4,660
Net capital gain (less loss)
in AGI: Number 191,903 140,231
Amount 808,601 804,271
Taxable Individual Retirement
Arrangements distributions: Number 64,992 39,714
Amount 673,796 544,838
Pensions and annuities in AGI: Number 146,801 78,926
Amount 2,536,458 1,590,269
Social Security benefits in AGI: Number 92,210 44,211
Amount 1,065,601 687,484
Total statutory adjustments: Number 134,920 58,968
Amount 244,887 164,781
Self-employment retirement
plans: (6) Number 5,305 5,016
Amount 24,019 27,849
Total itemized deductions: (7) Number 441,097 303,967
Amount 5,965,862 4,931,954
Medical and dental expense: Number 26,849 9,438
Amount 184,695 68,336
Taxes paid: Number 442,364 304,518
Amount 1,947,936 1,786,159
Interest paid: Number 400,019 278,210
Amount 2,647,923 2,104,678
Contributions: Number 395,885 285,995
Amount 799,315 698,720
Taxable income: Number 677,975 364,093
Amount 29,254,154 23,085,036
Total tax credits: (8) Number 311,068 190,827
Amount 317,856 187,638
Child care credit: Number 48,538 31,846
Amount 20,033 13,818
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 676,241 363,973
Amount 4,674,898 4,284,347
Total tax liability: (12) Number 677,051 364,099
Amount 4,862,820 4,414,450
Tax due at time of filing: (13) Number 157,515 111,109
Amount 315,133 295,485
Overpayments: (14) Number 502,710 241,195
Amount 1,269,895 729,303
MINNESOTA
Number of returns 372,668 187,090
Number of joint returns 282,624 164,153
Number with paid preparer’s signature 220,729 106,798
Number of exemptions (3) 1,012,261 555,041
Adjusted gross income (AGI) (4) 22,889,946 16,051,313
Salaries and wages in AGI: (5) Number 342,479 174,024
Amount 18,349,556 12,794,724
Taxable interest: Number 289,551 162,682
Amount 448,425 293,616
Tax-exempt interest: (6) Number 18,145 13,128
Amount 75,417 60,242
Dividends: Number 150,610 100,712
Amount 266,888 220,938
Business or profession net
income (less loss):
Number 68,808 34,235
Amount 628,531 427,545
Number of farm returns 14,899 5,695
Net capital gain (less loss)
in AGI: Number 122,336 83,151
Amount 505,178 490,458
Taxable Individual Retirement
Arrangements distributions: Number 39,367 23,265
Amount 360,651 285,801
Pensions and annuities in AGI: Number 73,966 37,959
Amount 1,296,205 817,868
Social Security benefits in AGI: Number 48,976 21,845
Amount 524,212 279,919
Total statutory adjustments: Number 103,492 37,357
Amount 194,906 117,530
Self-employment retirement
plans: (6) Number 5,896 4,676
Amount 25,538 25,903
Total itemized deductions: (7) Number 270,181 169,644
Amount 3,692,671 2,877,414
Medical and dental expense: Number 27,002 9,290
Amount 141,977 55,903
Taxes paid: Number 270,489 169,707
Amount 1,246,369 1,117,940
Interest paid: Number 243,581 152,396
Amount 1,664,645 1,191,744
Contributions: Number 248,518 162,300
Amount 431,849 368,500
Taxable income: Number 372,051 186,921
Amount 15,674,424 11,513,012
Total tax credits: (8) Number 180,555 103,888
Amount 198,362 107,359
Child care credit: Number 40,323 21,089
Amount 16,335 8,664
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 370,928 186,867
Amount 2,413,568 2,077,818
Total tax liability: (12) Number 371,460 186,937
Amount 2,559,516 2,169,544
Tax due at time of filing: (13) Number 113,151 77,816
Amount 244,425 221,552
Overpayments: (14) Number 248,943 103,104
Amount 493,748 243,864
MISSISSIPPI
Number of returns 123,681 49,770
Number of joint returns 102,031 44,853
Number with paid preparer’s signature 76,115 30,731
Number of exemptions (3) 342,240 143,740
Adjusted gross income (AGI) (4) 7,534,967 4,252,870
Salaries and wages in AGI: (5) Number 112,820 45,144
Amount 6,060,950 3,256,556
Taxable interest: Number 82,036 40,357
Amount 173,453 110,306
Tax-exempt interest: (6) Number 3,205 2,337
Amount 20,059 15,808
Dividends: Number 34,941 21,342
Amount 71,869 58,768
Business or profession net
income (less loss):
Number 21,644 9,860
Amount 192,018 133,529
Number of farm returns 7,711 3,672
Net capital gain (less loss)
in AGI: Number 28,786 17,879
Amount 130,965 125,330
Taxable Individual Retirement
Arrangements distributions: Number 10,047 5,276
Amount 102,030 76,943
Pensions and annuities in AGI: Number 30,218 13,652
Amount 506,135 288,734
Social Security benefits in AGI: Number 18,128 7,667
Amount 191,294 100,189
Total statutory adjustments: Number 29,699 11,203
Amount 55,032 33,081
Self-employment retirement
plans: (6) Number 782 745
Amount 3,614 4,686
Total itemized deductions: (7) Number 69,012 38,498
Amount 928,659 620,532
Medical and dental expense: Number 12,747 3,989
Amount 54,639 20,239
Taxes paid: Number 69,072 38,497
Amount 202,206 161,409
Interest paid: Number 60,507 33,970
Amount 362,849 231,417
Contributions: Number 61,333 35,724
Amount 195,995 142,417
Taxable income: Number 123,493 49,730
Amount 5,263,232 3,150,973
Total tax credits: (8) Number 59,123 24,684
Amount 58,063 23,349
Child care credit: Number 13,881 5,392
Amount 6,000 2,382
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 123,268 49,704
Amount 807,554 581,010
Total tax liability: (12) Number 123,441 49,731
Amount 854,882 610,308
Tax due at time of filing: (13) Number 37,560 21,949
Amount 82,096 72,123
Overpayments: (14) Number 82,646 25,803
Amount 173,450 66,281
MISSOURI
Number of returns 342,809 156,887
Number of joint returns 266,366 137,452
Number with paid preparer’s signature 215,423 94,622
Number of exemptions (3) 918,836 454,540
Adjusted gross income (AGI) (4) 20,951,314 13,442,182
Salaries and wages in AGI: (5) Number 310,146 142,723
Amount 16,640,656 10,472,882
Taxable interest: Number 253,793 133,089
Amount 556,551 350,296
Tax-exempt interest: (6) Number 15,641 11,084
Amount 88,296 72,242
Dividends: Number 130,985 81,348
Amount 288,248 235,745
Business or profession net
income (less loss):
Number 58,359 27,793
Amount 505,824 354,062
Number of farm returns 18,275 7,088
Net capital gain (less loss)
in AGI: Number 108,527 68,010
Amount 478,039 444,341
Taxable Individual Retirement
Arrangements distributions: Number 37,288 21,114
Amount 372,956 291,543
Pensions and annuities in AGI: Number 81,392 38,399
Amount 1,302,886 744,111
Social Security benefits in AGI: Number 51,946 22,440
Amount 559,127 289,125
Total statutory adjustments: Number 83,641 31,048
Amount 151,702 93,862
Self-employment retirement
plans: (6) Number 3,143 2,753
Amount 13,768 15,890
Total itemized deductions: (7) Number 210,375 128,854
Amount 2,741,918 2,031,155
Medical and dental expense: Number 22,489 7,702
Amount 129,608 56,002
Taxes paid: Number 210,926 129,005
Amount 815,048 698,428
Interest paid: Number 189,409 116,191
Amount 1,210,864 842,624
Contributions: Number 181,244 118,075
Amount 385,102 304,212
Taxable income: Number 342,349 156,761
Amount 14,726,073 9,945,430
Total tax credits: (8) Number 162,103 82,934
Amount 163,937 80,734
Child care credit: Number 35,634 17,409
Amount 14,651 7,648
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 341,685 156,725
Amount 2,290,276 1,830,443
Total tax liability: (12) Number 342,028 158,782
Amount 2,409,666 1,906,997
Tax due at time of filing: (13) Number 97,468 62,329
Amount 206,189 185,923
Overpayments: (14) Number 235,072 88,498
Amount 518,694 234,639
MONTANA
Number of returns 49,919 18,420
Number of joint returns 41,789 16,277
Number with paid preparer’s signature 32,549 12,395
Number of exemptions (3) 139,580 52,453
Adjusted gross income (AGI) (4) 3,031,351 1,570,957
Salaries and wages in AGI: (5) Number 43,493 15,693
Amount 2,179,403 1,026,060
Taxable interest: Number 41,432 16,796
Amount 101,949 59,363
Tax-exempt interest: (6) Number 3,794 2,264
Amount 23,108 14,747
Dividends: Number 22,712 11,141
Amount 55,829 39,900
Business or profession net
income (less loss):
Number 11,483 4,382
Amount 108,002 62,963
Number of farm returns 3,284 1,253
Net capital gain (less loss)
in AGI: Number 20,691 10,427
Amount 130,280 108,893
Taxable Individual Retirement
Arrangements distributions: Number 6,017 2,703
Amount 57,111 36,726
Pensions and annuities in AGI: Number 12,207 4,967
Amount 212,794 106,980
Social Security benefits in AGI: Number 8,288 3,391
Amount 88,011 43,273
Total statutory adjustments: Number 16,116 5,247
Amount 37,033 20,851
Self-employment retirement
plans: (6) Number 935 676
Amount 4,250 4,544
Total itemized deductions: (7) Number 33,948 15,357
Amount 455,859 248,431
Medical and dental expense: Number 6,303 1,754
Amount 28,853 10,326
Taxes paid: Number 33,967 15,361
Amount 151,731 96,704
Interest paid: Number 29,459 13,028
Amount 186,666 92,389
Contributions: Number 29,886 14,192
Amount 52,900 33,431
Taxable income: Number 49,817 18,396
Amount 2,074,979 1,154,593
Total tax credits: (8) Number 24,796 9,601
Amount 25,707 9,211
Child care credit: Number 4,910 1,526
Amount 1,721 522
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 49,652 18,397
Amount 309,621 208,067
Total tax liability: (12) Number 49,733 18,404
Amount 335,344 222,618
Tax due at time of filing: (13) Number 17,537 8,872
Amount 44,322 34,933
Overpayments: (14) Number 29,890 8,171
Amount 60,329 21,495
NEBRASKA
Number of returns 113,205 48,069
Number of joint returns 93,768 43,200
Number with paid preparer’s signature 71,198 29,663
Number of exemptions (3) 324,847 144,667
Adjusted gross income (AGI) (4) 6,909,190 4,114,044
Salaries and wages in AGI: (5) Number 102,496 43,470
Amount 5,396,420 3,087,760
Taxable interest: Number 90,477 43,245
Amount 199,381 119,884
Tax-exempt interest: (6) Number 6,634 4,349
Amount 37,318 25,965
Dividends: Number 46,787 26,962
Amount 85,289 69,095
Business or profession net
income (less loss):
Number 21,537 9,593
Amount 172,733 110,714
Number of farm returns 8,129 2,857
Net capital gain (less loss)
in AGI: Number 43,379 24,960
Amount 197,668 174,411
Taxable Individual Retirement
Arrangements distributions: Number 13,114 6,658
Amount 116,794 80,422
Pensions and annuities in AGI: Number 22,894 10,874
Amount 325,314 196,883
Social Security benefits in AGI: Number 16,906 7,309
Amount 189,193 97,610
Total statutory adjustments: Number 33,871 11,493
Amount 66,584 36,879
Self-employment retirement
plans: (6) Number 1,588 1,187
Amount 6,816 6,651
Total itemized deductions: (7) Number 66,762 39,519
Amount 874,223 645,204
Medical and dental expense: Number 8,070 2,745
Amount 52,748 20,399
Taxes paid: Number 66,836 39,546
Amount 301,490 258,039
Interest paid: Number 58,562 34,539
Amount 350,324 231,482
Contributions: Number 60,770 37,628
Amount 117,296 98,050
Taxable income: Number 113,049 48,030
Amount 4,796,619 3,009,396
Total tax credits: (8) Number 59,701 27,243
Amount 64,972 27,584
Child care credit: Number 15,337 6,000
Amount 6,495 2,510
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 112,771 48,008
Amount 718,332 541,882
Total tax liability: (12) Number 112,901 48,027
Amount 767,601 570,175
Tax due at time of filing: (13) Number 34,760 20,116
Amount 92,825 75,221
Overpayments: (14) Number 74,417 25,760
Amount 152,496 64,831
NEVADA
Number of returns 134,192 60,949
Number of joint returns 92,861 50,297
Number with paid preparer’s signature 76,158 34,892
Number of exemptions (3) 341,866 165,725
Adjusted gross income (AGI) (4) 8,185,743 5,223,569
Salaries and wages in AGI: (5) Number 121,121 54,721
Amount 6,508,454 3,982,038
Taxable interest: Number 82,267 45,894
Amount 178,301 130,036
Tax-exempt interest: (6) Number 4,188 3,017
Amount 33,218 27,373
Dividends: Number 38,195 24,777
Amount 97,168 82,170
Business or profession net
income (less loss):
Number 20,188 10,673
Amount 170,788 124,805
Number of farm returns 750 435
Net capital gain (less loss)
in AGI: Number 33,589 22,139
Amount 142,045 154,771
Taxable Individual Retirement
Arrangements distributions: Number 11,978 7,090
Amount 135,489 113,627
Pensions and annuities in AGI: Number 34,065 17,744
Amount 647,365 417,404
Social Security benefits in AGI: Number 20,268 9,493
Amount 204,869 112,309
Total statutory adjustments: Number 26,691 11,987
Amount 59,917 40,185
Self-employment retirement 955 862
plans: (6) Number
Amount 5,074 5,735
Total itemized deductions: (7) Number 85,193 47,761
Amount 1,257,610 849,920
Medical and dental expense: Number 9,933 3,773
Amount 46,235 20,881
Taxes paid: Number 83,517 47,198
Amount 152,075 108,752
Interest paid: Number 79,246 45,114
Amount 738,790 481,387
Contributions: Number 75,438 44,051
Amount 139,361 105,174
Taxable income: Number 133,855 60,832
Amount 5,653,057 3,822,187
Total tax credits: (8) Number 55,954 27,331
Amount 57,256 26,983
Child care credit: Number 12,842 7,005
Amount 6,021 3,402
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 133,421 60,798
Amount 906,342 715,705
Total tax liability: (12) Number 133,652 60,844
Amount 946,243 743,380
Tax due at time of filing: (13) Number 39,914 24,803
Amount 83,741 76,826
Overpayments: (14) Number 90,587 33,826
Amount 205,145 92,317
NEW HAMPSHIRE
Number of returns 96,081 50,766
Number of joint returns 72,306 43,386
Number with paid preparer’s signature 50,852 26,248
Number of exemptions (3) 252,277 145,986
Adjusted gross income (AGI) (4) 5,905,489 4,363,918
Salaries and wages in AGI: (5) Number 87,938 46,737
Amount 4,753,922 3,497,425
Taxable interest: Number 79,747 46,724
Amount 118,372 83,716
Tax-exempt interest: (6) Number 3,714 2,879
Amount 19,909 18,391
Dividends: Number 36,040 25,551
Amount 85,459 71,854
Business or profession net
income (less loss):
Number 17,610 9,412
Amount 243,071 170,658
Number of farm returns 358 219
Net capital gain (less loss)
in AGI: Number 31,351 22,688
Amount 146,481 156,980
Taxable Individual Retirement
Arrangements distributions: Number 9,229 5,559
Amount 89,619 74,186
Pensions and annuities in AGI: Number 19,494 10,545
Amount 316,558 205,156
Social Security benefits in AGI: Number 12,706 5,893
Amount 136,381 76,599
Total statutory adjustments: Number 26,194 11,165
Amount 59,692 39,647
Self-employment retirement 1,610 1,314
plans: (6) Number
Amount 7,700 8,230
Total itemized deductions: (7) Number 54,299 38,791
Amount 716,139 600,642
Medical and dental expense: Number 5,175 2,100
Amount 31,232 16,388
Taxes paid: Number 54,262 38,789
Amount 230,829 209,561
Interest paid: Number 49,987 35,961
Amount 348,739 281,353
Contributions: Number 47,586 35,719
Amount 62,701 59,570
Taxable income: Number 95,916 50,726
Amount 4,204,762 3,275,322
Total tax credits: (8) Number 44,958 27,241
Amount 46,464 27,430
Child care credit: Number 9,012 5,636
Amount 3,921 2,603
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 95,768 50,717
Amount 565,106 610,361
Total tax liability: (12) Number 95,853 50,733
Amount 710,135 640,900
Tax due at time of filing: (13) Number 26,720 19,395
Amount 58,370 57,594
Overpayments: (14) Number 66,111 29,418
Amount 150,074 78,206
NEW JERSEY
Number of returns 565,144 345,140
Number of joint returns 325,857 267,675
Number with paid preparer’s signature 343,504 210,812
Number of exemptions (3) 1,334,938 951,100
Adjusted gross income (AGI) (4) 34,817,341 29,792,626
Salaries and wages in AGI: (5) Number 506,939 316,422
Amount 27,719,721 23,997,695
Taxable interest: Number 438,350 297,923
Amount 958,761 713,657
Tax-exempt interest: (6) Number 30,152 24,965
Amount 211,510 186,537
Dividends: Number 241,021 188,592
Amount 612,432 537,496
Business or profession net
income (less loss):
Number 75,102 53,400
Amount 856,281 730,948
Number of farm returns 1,643 1,182
Net capital gain (less loss)
in AGI: Number 198,665 158,167
Amount 680,333 759,056
Taxable Individual Retirement
Arrangements distributions: Number 58,169 39,490
Amount 572,987 524,875
Pensions and annuities in AGI: Number 121,199 75,690
Amount 2,035,301 1,485,940
Social Security benefits in AGI: Number 93,755 50,391
Amount 1,102,798 713,450
Total statutory adjustments: Number 111,939 64,123
Amount 265,055 210,444
Self-employment retirement
plans: (6) Number 5,791 6,085
Amount 29,298 37,941
Total itemized deductions: (7) Number 376,096 289,472
Amount 5,809,303 5,362,894
Medical and dental expense: Number 55,803 24,465
Amount 284,513 195,532
Taxes paid: Number 377,203 290,012
Amount 2,086,885 2,058,929
Interest paid: Number 308,287 247,359
Amount 2,247,306 2,062,007
Contributions: Number 354,269 277,593
Amount 652,128 610,804
Taxable income: Number 563,555 344,737
Amount 24,155,511 21,473,641
Total tax credits: (8) Number 224,227 171,984
Amount 225,051 167,806
Child care credit: Number 38,276 32,760
Amount 17,951 15,862
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 561,691 344,608
Amount 4,036,830 4,034,355
Total tax liability: (12) Number 562,732 344,811
Amount 4,209,364 4,175,688
Tax due at time of filing: (13) Number 147,768 111,529
Amount 306,887 312,906
Overpayments: (14) Number 398,276 220,370
Amount 1,039,184 695,853
NEW MEXICO
Number of returns 77,521 33,024
Number of joint returns 58,624 27,970
Number with paid preparer’s signature 39,550 16,345
Number of exemptions (3) 208,110 92,332
Adjusted gross income (AGI) (4) 4,721,763 2,830,133
Salaries and wages in AGI: (5) Number 67,974 28,850
Amount 3,643,347 2,104,280
Taxable interest: Number 57,278 28,736
Amount 119,749 76,035
Tax-exempt interest: (6) Number 3,855 2,765
Amount 23,391 20,086
Dividends: Number 27,380 16,631
Amount 67,975 53,906
Business or profession net
income (less loss):
Number 12,952 6,101
Amount 87,127 60,330
Number of farm returns 2,084 927
Net capital gain (less loss)
in AGI: Number 22,577 14,079
Amount 105,408 98,917
Taxable Individual Retirement
Arrangements distributions: Number 7,869 4,226
Amount 76,386 57,717
Pensions and annuities in AGI: Number 21,245 9,886
Amount 442,408 255,895
Social Security benefits in AGI: Number 12,747 5,653
Amount 132,389 71,073
Total statutory adjustments: Number 17,011 6,643
Amount 32,988 20,173
Self-employment retirement
plans: (6) Number 657 554
Amount 3,148 3,645
Total itemized deductions: (7) Number 46,280 26,476
Amount 646,624 445,926
Medical and dental expense: Number 6,269 2,213
Amount 32,041 15,269
Taxes paid: Number 46,166 26,432
Amount 152,676 131,305
Interest paid: Number 41,696 23,614
Amount 319,883 203,136
Contributions: Number 39,380 23,874
Amount 82,247 63,882
Taxable income: Number 77,385 32,986
Amount 3,277,730 2,680,887
Total tax credits: (8) Number 35,598 15,961
Amount 34,816 14,717
Child care credit: Number 6,138 2,685
Amount 2,521 1,165
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 77,205 32,970
Amount 512,050 386,256
Total tax liability: (12) Number 77,286 32,986
Amount 533,807 399,566
Tax due at time of filing: (13) Number 20,795 11,981
Amount 39,386 33,433
Overpayments: (14) Number 54,096 19,421
Amount 114,747 50,421
NEW YORK
Number of returns 1,111,695 577,940
Number of joint returns 630,802 423,087
Number with paid preparer’s signature 697,058 370,994
Number of exemptions (3) 2,637,205 1,544,165
Adjusted gross income (AGI) (4) 68,070,804 49,747,679
Salaries and wages in AGI: (5) Number 1,003,520 526,178
Amount 54,521,500 39,315,572
Taxable interest: Number 906,959 523,479
Amount 1,803,637 1,272,085
Tax-exempt interest: (6) Number 63,780 49,121
Amount 426,583 376,406
Dividends: Number 458,957 313,462
Amount 1,083,356 896,884
Business or profession net
income (less loss):
Number 157,082 95,273
Amount 1,458,472 1,187,350
Number of farm returns 4,570 2,116
Net capital gain (less loss)
in AGI: Number 386,387 267,741
Amount 1,411,860 1,438,052
Taxable Individual Retirement
Arrangements distributions: Number 111,596 68,460
Amount 1,070,627 888,081
Pensions and annuities in AGI: Number 240,111 133,568
Amount 4,348,863 2,989,908
Social Security benefits in AGI: Number 173,689 88,095
Amount 2,041,476 1,244,612
Total statutory adjustments: Number 230,060 106,833
Amount 495,140 355,417
Self-employment retirement
plans: (6) Number 12,881 12,265
Amount 68,993 80,157
Total itemized deductions: (7) Number 785,557 508,527
Amount 11,932,196 9,378,198
Medical and dental expense: Number 87,325 34,543
Amount 477,551 255,937
Taxes paid: Number 786,074 508,561
Amount 4,700,583 4,154,410
Interest paid: Number 545,348 381,303
Amount 3,564,634 2,810,750
Contributions: Number 741,827 488,455
Amount 1,491,113 1,161,082
Taxable income: Number 1,108,621 576,927
Amount 46,911,763 35,626,554
Total tax credits: (8) Number 448,409 277,004
Amount 460,685 272,224
Child care credit: Number 76,137 48,000
Amount 35,862 22,517
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 1,104,447 576,618
Amount 7,777,730 6,734,367
Total tax liability: (12) Number 1,106,491 577,066
Amount 8,084,376 6,965,564
Tax due at time of filing: (13) Number 282,807 186,039
Amount 599,668 549,190
Overpayments: (14) Number 792,115 366,974
Amount 2,068,413 1,176,103
NORTH CAROLINA
Number of returns 471,959 218,616
Number of joint returns 371,831 191,694
Number with paid preparer’s signature 280,473 125,183
Number of exemptions (3) 1,221,741 605,808
Adjusted gross income (AGI) (4) 28,865,371 18,750,008
Salaries and wages in AGI: (5) Number 430,341 198,431
Amount 23,048,447 14,502,692
Taxable interest: Number 351,423 189,039
Amount 598,234 412,070
Tax-exempt interest: (6) Number 17,150 13,337
Amount 92,724 83,542
Dividends: Number 161,488 108,333
Amount 364,464 317,741
Business or profession net
income (less loss):
Number 83,994 41,139
Amount 726,534 498,792
Number of farm returns 9,958 4,877
Net capital gain (less loss)
in AGI: Number 129,080 90,063
Amount 563,960 572,284
Taxable Individual Retirement
Arrangements distributions: Number 47,255 27,580
Amount 485,285 399,776
Pensions and annuities in AGI: Number 117,240 58,665
Amount 1,950,788 1,257,605
Social Security benefits in AGI: Number 68,316 31,583
Amount 753,248 424,858
Total statutory adjustments: Number 110,928 48,136
Amount 211,594 139,332
Self-employment retirement
plans: (6) Number 3,998 3,829
Amount 17,632 22,349
Total itemized deductions: (7) Number 335,425 193,487
Amount 4,815,799 3,476,526
Medical and dental expense: Number 46,705 15,598
Amount 219,782 98,646
Taxes paid: Number 335,717 193,561
Amount 1,493,438 1,217,907
Interest paid: Number 301,601 173,964
Amount 2,079,754 1,419,682
Contributions: Number 298,320 180,318
Amount 762,617 568,486
Taxable income: Number 471,085 218,362
Amount 19,701,768 13,421,573
Total tax credits: (8) Number 210,654 109,154
Amount 203,070 101,056
Child care credit: Number 53,358 25,972
Amount 22,504 11,228
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 470,107 218,302
Amount 3,055,584 2,449,811
Total tax liability: (12) Number 470,764 218,405
Amount 3,230,074 2,563,905
Tax due at time of filing: (13) Number 136,438 88,024
Amount 285,306 261,240
Overpayments: (14) Number 322,833 122,380
Amount 693,139 329,712
NORTH DAKOTA
Number of returns 40,871 14,364
Number of joint returns 35,472 13,147
Number with paid preparer’s signature 26,237 9,461
Number of exemptions (3) 120,513 44,115
Adjusted gross income (AGI) (4) 2,483,417 1,223,732
Salaries and wages in AGI: (5) Number 36,303 12,607
Amount 1,847,820 853,570
Taxable interest: Number 33,875 13,066
Amount 76,997 41,445
Tax-exempt interest: (6) Number 2,516 1,455
Amount 14,000 8,619
Dividends: Number 16,909 8,027
Amount 31,172 20,720
Business or profession net
income (less loss):
Number 8,070 3,000
Amount 70,441 41,072
Number of farm returns 4,975 1,702
Net capital gain (less loss)
in AGI: Number 15,203 7,320
Amount 69,002 49,672
Taxable Individual Retirement
Arrangements distributions: Number 4,580 2,016
Amount 37,106 24,533
Pensions and annuities in AGI: Number 7,635 2,978
Amount 107,993 50,859
Social Security benefits in AGI: Number 6,322 2,325
Amount 70,182 30,827
Total statutory adjustments: Number 14,402 4,198
Amount 31,148 15,284
Self-employment retirement
plans: (6) Number 802 498
Amount 3,519 3,009
Total itemized deductions: (7) Number 16,304 8,851
Amount 199,484 127,131
Medical and dental expense: Number 2,330 696
Amount 16,308 5,092
Taxes paid: Number 16,270 8,843
Amount 51,369 38,499
Interest paid: Number 14,209 7,872
Amount 82,898 50,723
Contributions: Number 14,418 8,337
Amount 28,026 21,424
Taxable income: Number 40,836 14,359
Amount 1,769,335 932,830
Total tax credits: (8) Number 22,370 8,362
Amount 25,097 8,762
Child care credit: Number 5,561 1,549
Amount 2,282 578
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 40,754 14,348
Amount 262,281 170,011
Total tax liability: (12) Number 40,801 14,356
Amount 288,012 183,673
Tax due at time of filing: (13) Number 14,751 7,282
Amount 47,668 34,685
Overpayments: (14) Number 24,599 6,415
Amount 47,183 14,502
OHIO
Number of returns 783,914 323,344
Number of joint returns 536,686 262,139
Number with paid preparer’s signature 419,869 163,014
Number of exemptions (3) 2,013,692 929,220
Adjusted gross income (AGI) (4) 47,777,878 27,651,762
Salaries and wages in AGI: (5) Number 720,035 296,365
Amount 38,846,908 21,869,278
Taxable interest: Number 584,778 274,996
Amount 1,056,980 622,204
Tax-exempt interest: (6) Number 31,106 21,208
Amount 144,354 149,198
Dividends: Number 291,621 166,932
Amount 624,791 496,481
Business or profession net
income (less loss):
Number 118,978 55,250
Amount 1,085,424 771,405
Number of farm returns 15,695 6,264
Net capital gain (less loss)
in AGI: Number 228,293 135,339
Amount 964,910 893,388
Taxable Individual Retirement
Arrangements distributions: Number 77,131 39,787
Amount 830,893 603,161
Pensions and annuities in AGI: Number 169,973 73,842
Amount 2,865,896 1,482,801
Social Security benefits in AGI: Number 100,545 40,777
Amount 1,048,024 505,836
Total statutory adjustments: Number 167,119 60,685
Amount 302,938 189,949
Self-employment retirement
plans: (6) Number 6,955 5,942
Amount 31,732 35,754
Total itemized deductions: (7) Number 517,472 272,220
Amount 6,750,868 4,531,869
Medical and dental expense: Number 28,664 9,887
Amount 195,682 134,909
Taxes paid: Number 517,616 272,254
Amount 2,433,152 1,811,979
Interest paid: Number 466,858 243,980
Amount 2,990,224 1,807,502
Contributions: Number 439,305 247,568
Amount 781,206 575,398
Taxable income: Number 782,842 323,102
Amount 33,596,407 20,226,849
Total tax credits: (8) Number 348,698 168,153
Amount 353,411 170,772
Child care credit: Number 48,502 27,368
Amount 20,022 12,341
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 781,233 323,018
Amount 5,433,136 3,761,851
Total tax liability: (12) Number 781,987 323,132
Amount 5,668,097 3,916,147
Tax due at time of filing: (13) Number 200,612 107,610
Amount 400,286 321,294
Overpayments: (14) Number 560,136 202,452
Amount 1,313,597 586,031
OKLAHOMA
Number of returns 179,484 74,375
Number of joint returns 146,973 66,438
Number with paid preparer’s signature 107,211 43,458
Number of exemptions (3) 490,133 212,936
Adjusted gross income (AGI) (4) 10,931,358 6,362,248
Salaries and wages in AGI: (5) Number 159,862 66,181
Amount 8,600,697 4,804,191
Taxable interest: Number 130,903 63,679
Amount 279,927 184,600
Tax-exempt interest: (6) Number 6,707 4,736
Amount 45,776 37,881
Dividends: Number 54,712 33,162
Amount 108,391 86,014
Business or profession net
income (less loss):
Number 36,353 16,595
Amount 274,971 192,687
Number of farm returns 14,352 5,525
Net capital gain (less loss)
in AGI: Number 48,516 29,455
Amount 195,496 181,082
Taxable Individual Retirement
Arrangements distributions: Number 17,878 9,537
Amount 198,743 151,376
Pensions and annuities in AGI: Number 45,696 20,453
Amount 784,379 422,212
Social Security benefits in AGI: Number 28,536 11,937
Amount 307,715 157,170
Total statutory adjustments: Number 45,726 16,837
Amount 80,663 48,539
Self-employment retirement
plans: (6) Number 1,340 1,124
Amount 6,241 6,954
Total itemized deductions: (7) Number 116,815 63,481
Amount 1,507,723 1,004,083
Medical and dental expense: Number 18,741 5,928
Amount 88,089 34,386
Taxes paid: Number 119,629 63,914
Amount 477,249 364,856
Interest paid: Number 102,866 55,153
Amount 560,727 349,455
Contributions: Number 105,049 58,952
Amount 280,041 194,399
Taxable income: Number 179,246 74,306
Amount 7,617,386 4,688,573
Total tax credits: (8) Number 83,887 36,931
Amount 84,930 35,365
Child care credit: Number 17,533 6,924
Amount 7,084 2,850
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 178,885 74,283
Amount 1,171,364 864,314
Total tax liability: (12) Number 179,076 74,325
Amount 1,237,902 906,019
Tax due at time of filing: (13) Number 54,619 32,252
Amount 121,038 103,852
Overpayments: (14) Number 119,296 38,998
Amount 249,141 99,424
OREGON
Number of returns 219,093 101,663
Number of joint returns 165,117 86,842
Number with paid preparer’s signature 121,118 57,108
Number of exemptions (3) 570,227 280,580
Adjusted gross income (AGI) (4) 13,393,981 8,717,025
Salaries and wages in AGI: (5) Number 192,884 89,651
Amount 10,260,103 6,463,829
Taxable interest: Number 170,445 88,799
Amount 342,867 225,876
Tax-exempt interest: (6) Number 12,435 8,684
Amount 70,161 52,904
Dividends: Number 81,265 51,450
Amount 197,616 155,747
Business or profession net
income (less loss):
Number 41,127 19,778
Amount 422,013 288,805
Number of farm returns 7,362 3,996
Net capital gain (less loss)
in AGI: Number 71,395 46,014
Amount 368,954 361,796
Taxable Individual Retirement
Arrangements distributions: Number 24,550 13,671
Amount 254,396 195,610
Pensions and annuities in AGI: Number 48,313 24,062
Amount 940,305 591,892
Social Security benefits in AGI: Number 34,105 15,745
Amount 371,669 204,803
Total statutory adjustments: Number 56,778 22,804
Amount 133,010 84,714
Self-employment retirement
plans: (6) Number 3,477 2,807
Amount 16,316 17,889
Total itemized deductions: (7) Number 169,736 92,961
Amount 2,711,267 1,799,814
Medical and dental expense: Number 19,431 6,715
Amount 97,961 43,378
Taxes paid: Number 169,822 92,962
Amount 961,674 738,963
Interest paid: Number 149,015 81,152
Amount 1,256,505 740,569
Contributions: Number 143,719 83,834
Amount 273,169 197,690
Taxable income: Number 218,546 101,511
Amount 8,850,041 6,081,099
Total tax credits: (8) Number 96,362 49,624
Amount 94,594 45,713
Child care credit: Number 18,033 8,658
Amount 7,141 3,517
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 217,638 101,450
Amount 1,371,140 1,099,000
Total tax liability: (12) Number 218,138 101,536
Amount 1,460,579 1,156,907
Tax due at time of filing: (13) Number 66,669 39,717
Amount 148,092 128,290
Overpayments: (14) Number 144,099 56,848
Amount 305,896 154,794
PENNSYLVANIA
Number of returns 807,514 378,553
Number of joint returns 605,637 326,994
Number with paid preparer’s signature 433,586 201,510
Number of exemptions (3) 2,111,409 1,084,352
Adjusted gross income (AGI) (4) 49,377,559 32,467,668
Salaries and wages in AGI: (5) Number 729,253 343,587
Amount 39,444,127 25,532,788
Taxable interest: Number 652,558 337,769
Amount 1,214,313 760,989
Tax-exempt interest: (6) Number 37,460 26,716
Amount 223,277 182,197
Dividends: Number 326,904 206,337
Amount 817,991 652,810
Business or profession net
income (less loss):
Number 117,626 61,998
Amount 1,319,711 986,873
Number of farm returns 6,542 2,914
Net capital gain (less loss)
in AGI: Number 258,721 168,294
Amount 1,074,099 1,024,612
Taxable Individual Retirement
Arrangements distributions: Number 86,320 48,453
Amount 882,785 683,559
Pensions and annuities in AGI: Number 182,952 89,367
Amount 2,846,842 1,701,967
Social Security benefits in AGI: Number 119,493 53,151
Amount 1,377,109 733,114
Total statutory adjustments: Number 185,792 70,988
Amount 369,396 238,753
Self-employment retirement
plans: (6) Number 8,167 7,586
Amount 37,074 44,834
Total itemized deductions: (7) Number 486,576 300,818
Amount 6,462,691 4,942,731
Medical and dental expense: Number 38,815 14,848
Amount 270,646 222,073
Taxes paid: Number 488,061 301,317
Amount 2,298,715 1,858,672
Interest paid: Number 431,518 268,473
Amount 2,668,926 1,890,479
Contributions: Number 441,423 285,610
Amount 807,711 658,550
Taxable income: Number 806,216 378,227
Amount 34,826,989 24,074,998
Total tax credits: (8) Number 360,196 198,986
Amount 372,558 195,491
Child care credit: Number 51,388 31,813
Amount 21,699 14,583
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 804,451 378,146
Amount 5,496,399 4,455,244
Total tax liability: (12) Number 805,224 378,265
Amount 5,760,460 4,640,898
Tax due at time of filing: (13) Number 201,152 133,941
Amount 403,653 373,918
Overpayments: (14) Number 580,434 228,717
Amount 1,354,239 623,489
RHODE ISLAND
Number of returns 69,482 34,417
Number of joint returns 49,391 29,411
Number with paid preparer’s signature 40,887 20,093
Number of exemptions (3) 176,274 96,963
Adjusted gross income (AGI) (4) 4,251,508 2,957,550
Salaries and wages in AGI: (5) Number 63,126 31,656
Amount 3,371,895 2,325,995
Taxable interest: Number 56,353 31,022
Amount 105,291 67,357
Tax-exempt interest: (6) Number 2,587 2,043
Amount 16,742 12,878
Dividends: Number 26,274 17,506
Amount 56,668 47,207
Business or profession net
income (less loss):
Number 10,781 6,132
Amount 122,735 82,261
Number of farm returns 103 72
Net capital gain (less loss)
in AGI: Number 23,388 15,710
Amount 99,569 104,649
Taxable Individual Retirement
Arrangements distributions: Number 7,239 4,187
Amount 63,776 49,837
Pensions and annuities in AGI: Number 15,087 7,838
Amount 268,829 171,392
Social Security benefits in AGI: Number 10,624 4,733
Amount 114,099 61,869
Total statutory adjustments: Number 16,937 7,460
Amount 33,634 22,183
Self-employment retirement
plans: (6) Number 827 734
Amount 3,874 4,106
Total itemized deductions: (7) Number 48,856 30,348
Amount 682,954 515,872
Medical and dental expense: Number 3,657 1,263
Amount 22,097 9,868
Taxes paid: Number 48,873 30,347
Amount 275,834 226,531
Interest paid: Number 43,323 26,780
Amount 284,131 197,052
Contributions: Number 45,778 29,132
Amount 62,368 51,869
Taxable income: Number 69,340 34,385
Amount 2,941,818 2,144,658
Total tax credits: (8) Number 30,702 18,000
Amount 30,683 17,312
Child care credit: Number 4,819 3,339
Amount 1,944 1,472
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 69,235 34,379
Amount 466,517 393,151
Total tax liability: (12) Number 69,309 34,387
Amount 489,567 408,741
Tax due at time of filing: (13) Number 17,557 12,094
Amount 36,812 35,209
Overpayments: (14) Number 49,995 21,083
Amount 116,538 58,295
SOUTH CAROLINA
Number of returns 217,256 98,091
Number of joint returns 174,259 88,144
Number with paid preparer’s signature 138,943 59,752
Number of exemptions (3) 578,651 278,928
Adjusted gross income (AGI) (4) 13,276,526 8,399,451
Salaries and wages in AGI: (5) Number 197,621 68,786
Amount 10,529,681 6,419,299
Taxable interest: Number 156,270 83,441
Amount 272,169 163,687
Tax-exempt interest: (6) Number 8,004 6,103
Amount 47,226 43,464
Dividends: Number 70,569 46,377
Amount 163,797 145,323
Business or profession net
income (less loss):
Number 36,750 17,924
Amount 305,062 207,127
Number of farm returns 4,618 2,535
Net capital gain (less loss)
in AGI: Number 55,543 37,847
Amount 247,738 261,373
Taxable Individual Retirement
Arrangements distributions: Number 20,198 11,657
Amount 217,898 179,772
Pensions and annuities in AGI: Number 59,682 29,436
Amount 1,023,065 643,795
Social Security benefits in AGI: Number 33,207 15,276
Amount 363,694 205,376
Total statutory adjustments: Number 50,194 20,290
Amount 93,693 58,831
Self-employment retirement
plans: (6) Number 1,482 1,321
Amount 6,848 7,639
Total itemized deductions: (7) Number 152,660 86,164
Amount 2,161,576 1,518,430
Medical and dental expense: Number 20,627 6,895
Amount 95,564 39,737
Taxes paid: Number 152,727 86,197
Amount 643,940 515,499
Interest paid: Number 138,135 77,977
Amount 906,060 604,777
Contributions: Number 137,795 81,091
Amount 378,793 279,878
Taxable income: Number 216,912 97,982
Amount 9,057,657 6,022,816
Total tax credits: (8) Number 99,688 49,469
Amount 100,366 47,679
Child care credit: Number 26,307 12,234
Amount 11,891 5,622
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 216,384 97,927
Amount 1,390,536 1,091,831
Total tax liability: (12) Number 216,687 97,989
Amount 1,465,467 1,139,692
Tax due at time of filing: (13) Number 62,567 39,880
Amount 126,612 115,989
Overpayments: (14) Number 148,493 54,321
Amount 311,776 141,224
SOUTH DAKOTA
Number of returns 46,126 16,156
Number of joint returns 40,335 14,606
Number with paid preparer’s signature 29,056 10,641
Number of exemptions (3) 135,723 48,340
Adjusted gross income (AGI) (4) 2,799,234 1,377,842
Salaries and wages in AGI: (5) Number 41,143 13,986
Amount 2,082,237 924,256
Taxable interest: Number 35,486 14,104
Amount 87,006 51,868
Tax-exempt interest: (6) Number 2,610 1,562
Amount 12,881 10,683
Dividends: Number 18,900 9,192
Amount 35,731 26,045
Business or profession net
income (less loss):
Number 9,760 3,638
Amount 93,097 58,029
Number of farm returns 5,187 1,769
Net capital gain (less loss)
in AGI: Number 17,816 8,805
Amount 101,594 81,709
Taxable Individual Retirement
Arrangements distributions: Number 5,362 2,559
Amount 45,572 30,385
Pensions and annuities in AGI: Number 10,094 4,044
Amount 153,777 77,617
Social Security benefits in AGI: Number 7,189 2,934
Amount 76,522 38,123
Total statutory adjustments: Number 16,750 4,978
Amount 35,063 18,540
Self-employment retirement
plans: (6) Number 807 584
Amount 3,609 3,537
Total itemized deductions: (7) Number 15,694 8,573
Amount 192,643 122,448
Medical and dental expense: Number 2,577 800
Amount 18,965 6,137
Taxes paid: Number 14,924 8,256
Amount 30,838 21,256
Interest paid: Number 14,072 7,781
Amount 95,704 60,367
Contributions: Number 13,837 8,054
Amount 30,787 24,554
Taxable income: Number 46,087 16,151
Amount 2,005,989 1,064,587
Total tax credits: (8) Number 24,747 8,904
Amount 29,183 9,557
Child care credit: Number 7,481 2,076
Amount 3,218 857
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 45,983 16,147
Amount 295,874 194,672
Total tax liability: (12) Number 46,033 16,150
Amount 324,178 210,368
Tax due at time of filing: (13) Number 17,060 8,729
Amount 51,612 40,142
Overpayments: (14) Number 27,370 6,529
Amount 52,907 15,885
TENNESSEE
Number of returns 316,501 133,506
Number of joint returns 254,545 117,867
Number with paid preparer’s signature 177,056 72,112
Number of exemptions (3) 835,591 376,602
Adjusted gross income (AGI) (4) 19,281,848 11,428,149
Salaries and wages in AGI: (5) Number 290,414 121,106
Amount 15,825,018 8,983,944
Taxable interest: Number 221,689 111,539
Amount 440,618 285,299
Tax-exempt interest: (6) Number 8,555 6,325
Amount 53,163 43,281
Dividends: Number 90,616 57,211
Amount 178,826 155,573
Business or profession net
income (less loss):
Number 56,510 27,134
Amount 564,837 434,239
Number of farm returns 15,926 6,556
Net capital gain (less loss)
in AGI: Number 73,538 48,535
Amount 322,978 326,214
Taxable Individual Retirement
Arrangements distributions: Number 27,542 15,379
Amount 284,890 218,604
Pensions and annuities in AGI: Number 70,550 32,744
Amount 1,132,193 684,690
Social Security benefits in AGI: Number 41,931 18,331
Amount 451,940 246,238
Total statutory adjustments: Number 72,309 29,024
Amount 142,024 98,163
Self-employment retirement 2,705 2,617
plans: (6) Number
Amount 12,487 16,361
Total itemized deductions: (7) Number 144,040 86,966
Amount 1,887,408 1,334,689
Medical and dental expense: Number 17,126 6,126
Amount 91,105 41,794
Taxes paid: Number 137,724 84,740
Amount 188,274 150,092
Interest paid: Number 132,116 80,075
Amount 1,012,018 701,123
Contributions: Number 126,799 80,704
Amount 404,684 322,934
Taxable income: Number 316,114 133,383
Amount 13,835,988 8,713,060
Total tax credits: (8) Number 141,530 64,599
Amount 139,880 62,391
Child care credit: Number 33,924 14,792
Amount 14,454 6,528
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 315,670 133,333
Amount 2,169,938 1,636,784
Total tax liability: (12) Number 315,986 133,417
Amount 2,300,536 1,727,600
Tax due at time of filing: (13) Number 84,842 54,336
Amount 187,389 173,280
Overpayments: (14) Number 223,577 74,143
Amount 493,405 192,438
TEXAS
Number of returns 1,064,471 545,588
Number of joint returns 766,078 458,583
Number with paid preparer’s signature 527,118 264,433
Number of exemptions (3) 2,796,035 1,550,572
Adjusted gross income (AGI) (4) 65,187,477 46,926,477
Salaries and wages in AGI: (5) Number 961,035 496,030
Amount 52,960,822 37,508,245
Taxable interest: Number 702,240 434,734
Amount 1,444,938 1,028,558
Tax-exempt interest: (6) Number 37,733 29,643
Amount 287,118 228,313
Dividends: Number 322,876 239,749
Amount 715,031 626,566
Business or profession net
income (less loss):
Number 200,541 114,030
Amount 1,940,461 1,512,441
Number of farm returns 45,501 25,081
Net capital gain (less loss)
in AGI: Number 283,724 212,502
Amount 1,125,926 1,208,824
Taxable Individual Retirement
Arrangements distributions: Number 98,547 62,258
Amount 1,123,896 992,487
Pensions and annuities in AGI: Number 237,603 130,247
Amount 4,112,814 2,700,645
Social Security benefits in AGI: Number 139,236 68,495
Amount 1,487,949 879,740
Total statutory adjustments: Number 246,670 114,557
Amount 478,760 346,139
Self-employment retirement
plans: (6) Number 9,619 9,338
Amount 47,375 60,077
Total itemized deductions: (7) Number 440,292 337,962
Amount 5,775,798 5,075,813
Medical and dental expense: Number 62,764 27,547
Amount 377,018 187,768
Taxes paid: Number 413,955 326,320
Amount 1,083,930 1,043,269
Interest paid: Number 392,570 311,537
Amount 2,597,625 2,373,898
Contributions: Number 370,998 301,199
Amount 1,076,568 1,021,892
Taxable income: Number 1,063,018 545,158
Amount 47,422,151 36,106,621
Total tax credits: (8) Number 481,956 275,029
Amount 501,435 277,061
Child care credit: Number 105,494 60,228
Amount 49,004 28,896
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 1,060,996 544,883
Amount 7,653,742 6,872,378
Total tax liability: (12) Number 1,062,254 545,186
Amount 8,082,841 7,184,873
Tax due at time of filing: (13) Number 318,814 230,897
Amount 713,501 717,890
Overpayments: (14) Number 714,556 294,005
Amount 1,562,630 757,100
UTAH
Number of returns 135,414 60,111
Number of joint returns 114,211 54,740
Number with paid preparer’s signature 70,084 30,883
Number of exemptions (3) 446,895 207,994
Adjusted gross income (AGI) (4) 8,274,284 5,144,922
Salaries and wages in AGI: (5) Number 124,967 55,593
Amount 6,833,067 4,113,546
Taxable interest: Number 108,938 54,003
Amount 148,441 102,107
Tax-exempt interest: (6) Number 3,334 2,393
Amount 14,734 13,369
Dividends: Number 38,995 24,889
Amount 68,981 56,122
Business or profession net
income (less loss):
Number 27,367 12,803
Amount 157,099 111,163
Number of farm returns 3,070 1,382
Net capital gain (less loss)
in AGI: Number 34,879 22,380
Amount 138,967 139,092
Taxable Individual Retirement
Arrangements distributions: Number 11,448 6,309
Amount 112,681 90,009
Pensions and annuities in AGI: Number 27,629 13,334
Amount 502,530 292,170
Social Security benefits in AGI: Number 15,822 6,985
Amount 170,314 92,695
Total statutory adjustments: Number 32,478 12,594
Amount 53,267 33,199
Self-employment retirement
plans: (6) Number 721 695
Amount 3,572 4,306
Total itemized deductions: (7) Number 109,969 55,440
Amount 1,807,725 1,136,816
Medical and dental expense: Number 10,836 3,034
Amount 54,697 15,142
Taxes paid: Number 109,952 55,420
Amount 451,390 318,879
Interest paid: Number 98,694 49,633
Amount 802,965 454,604
Contributions: Number 102,002 52,910
Amount 419,404 296,444
Taxable income: Number 135,003 60,037
Amount 5,067,503 3,403,709
Total tax credits: (8) Number 77,730 35,368
Amount 93,082 41,692
Child care credit: Number 11,724 4,728
Amount 4,632 1,977
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 132,609 59,841
Amount 723,402 581,500
Total tax liability: (12) Number 133,510 59,952
Amount 761,578 606,782
Tax due at time of filing: (13) Number 33,453 21,570
Amount 64,652 61,761
Overpayments: (14) Number 99,023 36,769
Amount 219,503 104,142
VERMONT
Number of returns 41,488 17,595
Number of joint returns 33,253 15,353
Number with paid preparer’s signature 22,761 9,510
Number of exemptions (3) 111,947 50,425
Adjusted gross income (AGI) (4) 2,532,234 1,502,940
Salaries and wages in AGI: (5) Number 37,716 15,850
Amount 1,976,459 1,107,415
Taxable interest: Number 35,861 16,563
Amount 62,153 38,474
Tax-exempt interest: (6) Number 2,321 1,749
Amount 13,197 12,233
Dividends: Number 17,085 10,048
Amount 46,521 38,309
Business or profession net
income (less loss):
Number 9,060 4,046
Amount 104,355 62,607
Number of farm returns 697 296
Net capital gain (less loss)
in AGI: Number 14,989 8,962
Amount 86,558 81,737
Taxable Individual Retirement
Arrangements distributions: Number 4,169 2,263
Amount 36,737 29,119
Pensions and annuities in AGI: Number 8,011 3,822
Amount 128,506 79,641
Social Security benefits in AGI: Number 5,481 2,439
Amount 58,508 31,916
Total statutory adjustments: Number 13,777 4,715
Amount 30,783 17,767
Self-employment retirement
plans: (6) Number 840 627
Amount 3,885 3,915
Total itemized deductions: (7) Number 25,693 14,752
Amount 324,316 225,426
Medical and dental expense: Number 2,507 863
Amount 14,706 6,260
Taxes paid: Number 25,772 14,760
Amount 120,134 95,797
Interest paid: Number 23,351 13,104
Amount 146,331 89,832
Contributions: Number 21,233 13,350
Amount 28,558 23,768
Taxable income: Number 41,406 17,581
Amount 1,786,780 1,117,473
Total tax credits: (8) Number 19,986 9,473
Amount 21,526 9,648
Child care credit: Number 4,403 1,938
Amount 2,028 889
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 41,311 17,577
Amount 273,242 203,431
Total tax liability: (12) Number 41,369 17,583
Amount 293,071 214,948
Tax due at time of filing: (13) Number 12,104 7,261
Amount 26,345 22,593
Overpayments: (14) Number 27,665 9,345
Amount 57,787 23,348
VIRGINIA
Number of returns 471,438 253,791
Number of joint returns 321,953 203,163
Number with paid preparer’s signature 222,435 113,788
Number of exemptions (3) 1,165,247 685,263
Adjusted gross income (AGI) (4) 28,922,348 21,849,934
Salaries and wages in AGI: (5) Number 425,949 230,511
Amount 23,224,019 17,187,029
Taxable interest: Number 345,879 215,616
Amount 603,263 448,051
Tax-exempt interest: (6) Number 20,038 17,765
Amount 108,447 100,577
Dividends: Number 180,001 134,407
Amount 396,024 379,021
Business or profession net
income (less loss):
Number 68,415 41,483
Amount 601,654 481,552
Number of farm returns 8,081 4,074
Net capital gain (less loss)
in AGI: Number 148,440 114,378
Amount 562,283 652,064
Taxable Individual Retirement
Arrangements distributions: Number 45,722 31,144
Amount 396,829 355,467
Pensions and annuities in AGI: Number 115,564 69,011
Amount 2,300,125 1,729,157
Social Security benefits in AGI: Number 65,399 34,166
Amount 672,402 418,939
Total statutory adjustments: Number 104,495 49,109
Amount 203,615 150,857
Self-employment retirement
plans: (6) Number 3,857 4,242
Amount 17,465 23,566
Total itemized deductions: (7) Number 316,677 215,119
Amount 4,656,929 3,872,923
Medical and dental expense: Number 37,344 14,730
Amount 207,914 106,201
Taxes paid: Number 316,927 215,234
Amount 1,344,349 1,279,515
Interest paid: Number 286,398 194,845
Amount 2,224,481 1,787,929
Contributions: Number 282,226 199,999
Amount 608,164 527,274
Taxable income: Number 470,501 253,547
Amount 20,024,298 15,804,079
Total tax credits: (8) Number 199,787 123,125
Amount 195,498 116,155
Child care credit: Number 43,296 26,187
Amount 19,581 12,330
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 469,375 253,456
Amount 3,236,009 2,951,592
Total tax liability: (12) Number 470,008 253,604
Amount 3,373,169 3,054,690
Tax due at time of filing: (13) Number 131,169 96,617
Amount 247,560 252,443
Overpayments: (14) Number 328,337 148,897
Amount 709,609 396,793
WASHINGTON
Number of returns 428,490 217,051
Number of joint returns 303,136 182,995
Number with paid preparer’s signature 205,821 105,120
Number of exemptions (3) 1,101,007 604,824
Adjusted gross income (AGI) (4) 26,288,553 18,639,015
Salaries and wages in AGI: (5) Number 382,475 195,016
Amount 20,801,952 14,450,310
Taxable interest: Number 320,803 185,275
Amount 613,045 431,657
Tax-exempt interest: (6) Number 20,030 14,405
Amount 126,912 120,189
Dividends: Number 154,928 105,865
Amount 351,505 295,330
Business or profession net
income (less loss):
Number 70,198 38,027
Amount 768,517 582,391
Number of farm returns 5,776 3,052
Net capital gain (less loss)
in AGI: Number 139,378 96,086
Amount 635,540 690,465
Taxable Individual Retirement
Arrangements distributions: Number 45,581 28,470
Amount 479,782 415,399
Pensions and annuities in AGI: Number 93,812 50,997
Amount 1,710,744 1,103,993
Social Security benefits in AGI: Number 60,444 29,149
Amount 667,529 382,966
Total statutory adjustments: Number 96,925 42,658
Amount 214,938 147,643
Self-employment retirement
plans: (6) Number 5,018 4,717
Amount 24,001 28,893
Total itemized deductions: (7) Number 253,210 161,035
Amount 3,596,794 2,680,723
Medical and dental expense: Number 25,762 9,865
Amount 153,757 72,781
Taxes paid: Number 247,084 158,714
Amount 606,679 475,915
Interest paid: Number 237,922 152,677
Amount 2,198,824 1,613,403
Contributions: Number 216,864 146,480
Amount 426,961 358,498
Taxable income: Number 427,663 216,819
Amount 18,459,553 13,890,909
Total tax credits: (8) Number 189,326 107,514
Amount 188,439 102,233
Child care credit: Number 31,688 19,240
Amount 13,799 8,891
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 426,275 216,737
Amount 2,967,057 2,596,378
Total tax liability: (12) Number 426,959 216,853
Amount 3,124,346 2,711,985
Tax due at time of filing: (13) Number 127,556 89,905
Amount 273,388 275,300
Overpayments: (14) Number 287,082 118,373
Amount 640,630 318,524
WEST VIRGINIA
Number of returns 93,612 35,608
Number of joint returns 78,251 32,035
Number with paid preparer’s signature 49,126 18,840
Number of exemptions (3) 249,757 100,419
Adjusted gross income (AGI) (4) 5,693,053 3,036,193
Salaries and wages in AGI: (5) Number 85,430 32,160
Amount 4,639,164 2,376,277
Taxable interest: Number 71,415 31,224
Amount 140,511 84,405
Tax-exempt interest: (6) Number 2,806 1,924
Amount 14,939 12,315
Dividends: Number 27,710 15,738
Amount 65,616 50,318
Business or profession net
income (less loss):
Number 13,651 6,077
Amount 119,332 85,671
Number of farm returns 2,503 1,055
Net capital gain (less loss)
in AGI: Number 21,609 12,780
Amount 104,936 94,967
Taxable Individual Retirement
Arrangements distributions: Number 7,945 3,936
Amount 83,169 55,578
Pensions and annuities in AGI: Number 22,107 9,328
Amount 348,475 179,438
Social Security benefits in AGI: Number 13,534 5,182
Amount 149,104 69,713
Total statutory adjustments: Number 19,580 6,716
Amount 34,733 20,533
Self-employment retirement
plans: (6) Number 547 516
Amount 2,631 3,185
Total itemized deductions: (7) Number 38,394 23,676
Amount 474,909 340,802
Medical and dental expense: Number 3,085 1,095
Amount 19,119 8,565
Taxes paid: Number 38,506 23,717
Amount 135,278 121,990
Interest paid: Number 34,280 20,954
Amount 204,469 135,241
Contributions: Number 30,855 20,755
Amount 68,474 53,822
Taxable income: Number 93,537 35,586
Amount 4,124,765 2,329,074
Total tax credits: (8) Number 41,273 17,354
Amount 39,096 15,915
Child care credit: Number 4,900 2,339
Amount 1,761 886
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 93,469 35,582
Amount 644,193 436,109
Total tax liability: (12) Number 93,520 35,595
Amount 671,162 454,069
Tax due at time of filing: (13) Number 22,135 12,689
Amount 43,169 37,260
Overpayments: (14) Number 68,944 21,394
Amount 151,842 54,411
WISCONSIN
Number of returns 411,238 188,968
Number of joint returns 331,101 170,399
Number with paid preparer’s signature 235,929 105,021
Number of exemptions (3) 1,140,893 562,804
Adjusted gross income (AGI) (4) 25,219,456 16,164,324
Salaries and wages in AGI: (5) Number 380,291 175,057
Amount 20,485,038 12,815,538
Taxable interest: Number 348,886 174,433
Amount 544,237 343,047
Tax-exempt interest: (6) Number 15,223 11,226
Amount 57,908 49,051
Dividends: Number 163,302 101,200
Amount 310,269 256,139
Business or profession net
income (less loss):
Number 60,898 29,282
Amount 549,915 385,877
Number of farm returns 11,902 4,789
Net capital gain (less loss)
in AGI: Number 135,871 85,940
Amount 640,918 610,383
Taxable Individual Retirement
Arrangements distributions: Number 45,003 25,192
Amount 438,830 326,417
Pensions and annuities in AGI: Number 80,694 39,143
Amount 1,303,244 803,827
Social Security benefits in AGI: Number 53,732 23,706
Amount 598,486 314,576
Total statutory adjustments: Number 91,836 32,695
Amount 174,642 106,040
Self-employment retirement
plans: (6) Number 4,728 3,774
Amount 20,012 21,428
Total itemized deductions: (7) Number 300,216 170,666
Amount 4,051,416 2,868,549
Medical and dental expense: Number 23,396 7,572
Amount 132,513 60,164
Taxes paid: Number 300,843 170,769
Amount 1,797,910 1,372,892
Interest paid: Number 264,626 148,482
Amount 1,553,931 1,012,598
Contributions: Number 263,529 158,913
Amount 388,304 306,805
Taxable income: Number 410,701 188,836
Amount 17,220,685 11,606,912
Total tax credits: (8) Number 205,976 106,381
Amount 211,680 103,517
Child care credit: Number 32,688 16,859
Amount 12,910 6,847
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 409,659 188,770
Amount 2,615,122 2,078,712
Total tax liability: (12) Number 410,055 188,643
Amount 2,740,977 2,158,941
Tax due at time of filing: (13) Number 107,552 72,143
Amount 206,175 192,027
Overpayments: (14) Number 292,195 110,141
Amount 625,991 276,754
WYOMING
Number of returns 34,703 13,964
Number of joint returns 28,179 12,501
Number with paid preparer’s signature 20,638 8,656
Number of exemptions (3) 96,693 40,515
Adjusted gross income (AGI) (4) 2,122,678 1,192,221
Salaries and wages in AGI: (5) Number 31,265 12,427
Amount 1,668,393 873,667
Taxable interest: Number 26,756 12,265
Amount 50,109 32,907
Tax-exempt interest: (6) Number 1,723 1,132
Amount 17,855 8,186
Dividends: Number 13,479 7,484
Amount 32,814 24,664
Business or profession net
income (less loss):
Number 6,996 3,016
Amount 59,380 41,099
Number of farm returns 1,666 692
Net capital gain (less loss)
in AGI: Number 11,872 6,720
Amount 64,927 61,686
Taxable Individual Retirement
Arrangements distributions: Number 3,558 1,853
Amount 39,520 28,837
Pensions and annuities in AGI: Number 7,489 3,467
Amount 125,391 67,976
Social Security benefits in AGI: Number 4,777 2,038
Amount 51,601 26,240
Total statutory adjustments: Number 9,198 3,479
Amount 18,356 10,625
Self-employment retirement
plans: (6) Number 388 289
Amount 1,716 1,745
Total itemized deductions: (7) Number 13,443 7,205
Amount 167,786 103,168
Medical and dental expense: Number 2,228 687
Amount 12,537 5,278
Taxes paid: Number 13,183 7,125
Amount 18,942 12,918
Interest paid: Number 12,208 6,626
Amount 90,537 56,152
Contributions: Number 10,861 6,355
Amount 26,684 18,723
Taxable income: Number 34,660 13,955
Amount 1,535,241 927,729
Total tax credits: (8) Number 16,961 7,371
Amount 17,040 6,804
Child care credit: Number 3,102 1,138
Amount 1,216 438
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 34,599 13,951
Amount 239,005 173,332
Total tax liability: (12) Number 34,629 13,956
Amount 252,943 182,330
Tax due at time of filing: (13) Number 10,732 6,569
Amount 24,526 22,813
Overpayments: (14) Number 22,640 6,650
Amount 47,612 15,847
OTHER AREAS (15)
Number of returns 68,667 34,065
Number of joint returns 36,919 20,285
Number with paid preparer’s signature 28,483 16,007
Number of exemptions (3) 166,214 85,842
Adjusted gross income (AGI) (4) 4,175,084 2,940,128
Salaries and wages in AGI: (5) Number 61,378 30,612
Amount 4,402,508 3,096,733
Taxable interest: Number 47,401 26,500
Amount 113,512 80,991
Tax-exempt interest: (6) Number 2,549 1,907
Amount 12,205 10,135
Dividends: Number 29,816 18,559
Amount 108,555 87,765
Business or profession net
income (less loss):
Number 4,549 2,530
Amount 87,812 61,712
Number of farm returns 182 149
Net capital gain (less loss)
in AGI: Number 27,774 17,120
Amount 261,862 237,197
Taxable Individual Retirement
Arrangements distributions: Number 4,457 2,477
Amount 52,103 35,967
Pensions and annuities in AGI: Number 10,271 5,089
Amount 233,726 138,164
Social Security benefits in AGI: Number 3,931 1,808
Amount 38,827 20,309
Total statutory adjustments: Number 12,779 5,862
Amount 42,766 26,963
Self-employment retirement
plans: (6) Number 262 239
Amount 2,372 2,285
Total itemized deductions: (7) Number 26,350 15,964
Amount 281,625 215,426
Medical and dental expense: Number 1,499 667
Amount 11,308 5,402
Taxes paid: Number 24,082 14,945
Amount 95,156 79,970
Interest paid: Number 11,486 8,493
Amount 100,372 79,842
Contributions: Number 13,140 9,110
Amount 34,849 27,076
Taxable income: Number 68,498 34,019
Amount 3,183,042 2,378,687
Total tax credits: (8) Number 34,658 18,688
Amount 102,105 93,860
Child care credit: Number 3,570 1,403
Amount 1,801 712
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 66,046 33,483
Amount 487,781 410,173
Total tax liability: (12) Number 66,383 33,604
Amount 500,927 419,660
Tax due at time of filing: (13) Number 22,681 14,244
Amount 58,741 55,542
Overpayments: (14) Number 41,194 17,100
Amount 136,892 81,876
State and item $100,000 $200,000
under or more
$200,000
(7) (8)
Number of returns 8,045,742 2,764,053
Number of joint returns 6,848,561 2,337,449
Number with paid preparer’s signature 4,796,353 2,120,883
Number of exemptions (3) 22,913,594 7,899,256
Adjusted gross income (AGI) (4) 1,062,528,107 1,647,064,312
Salaries and wages in AGI: (5) Number 7,152,708 2,319,422
Amount 759,677,577 745,577,081
Taxable interest: Number 7,408,610 2,671,294
Amount 28,470,886 63,350,735
Tax-exempt interest: (6) Number 1,015,139 903,916
Amount 9,692,143 30,682,754
Dividends: Number 5,405,253 2,411,007
Amount 26,864,185 64,503,053
Business or profession net
income (less loss):
Number 1,729,660 733,913
Amount 47,997,108 59,445,246
Number of farm returns 162,943 77,974
Net capital gain (less loss) 4,902,492 2,360,100
in AGI: Number
Amount 65,222,219 443,715,962
Taxable Individual Retirement
Arrangements distributions: Number 1,032,661 289,758
Amount 24,933,577 17,725,308
Pensions and annuities in AGI: Number 1,933,586 564,626
Amount 53,372,913 22,111,433
Social Security benefits in 1,185,790 469,286
AGI: Number
Amount 16,999,029 7,790,740
Total statutory adjustments: Number 2,135,630 1,112,295
Amount 11,821,559 13,648,095
Self-employment retirement
plans: (6) Number 382,343 308,605
Amount 3,902,616 5,858,678
Total itemized deductions: (7) Number 7,271,500 2,558,177
Amount 175,872,174 187,967,023
Medical and dental expense: Number 289,869 36,962
Amount 3,254,170 1,163,207
Taxes paid: Number 7,251,831 2,553,221
Amount 67,001,808 101,340,478
Interest paid: Number 6,260,733 2,141,025
Amount 70,809,398 55,975,258
Contributions: Number 6,900,022 2,458,779
Amount 25,754,896 52,374,076
Taxable income: Number 8,036,645 2,760,275
Amount 818,885,945 1,459,632,802
Total tax credits: (8) Number 2,789,768 1,042,907
Amount 2,394,655 6,664,996
Child care credit: Number 712,768 149,291
Amount 331,119 74,019
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 8,037,439 2,761,631
Amount 183,459,347 445,200,889
Total tax liability: (12) Number 8,040,695 2,762,462
Amount 191,025,959 452,849,610
Tax due at time of filing: (13) Number 3,707,776 1,579,773
Amount 21,948,760 76,309,281
Overpayments: (14) Number 3,785,436 714,316
Amount 15,460,651 12,430,927
ALABAMA
Number of returns 79,793 23,557
Number of joint returns 72,173 20,836
Number with paid preparer’s signature 49,714 19,889
Number of exemptions (3) 229,964 68,643
Adjusted gross income (AGI) (4) 10,389,411 11,771,053
Salaries and wages in AGI: (5) Number 70,657 19,413
Amount 7,126,201 4,818,217
Taxable interest: Number 73,391 22,864
Amount 327,247 604,899
Tax-exempt interest: (6) Number 8,428 6,815
Amount 89,374 212,860
Dividends: Number 51,150 20,010
Amount 262,316 532,880
Business or profession net
income (less loss):
Number 16,915 6,778
Amount 449,432 464,498
Number of farm returns 4,058 1,819
Net capital gain (less loss) in 44,497 19,539
AGI: Number
Amount 604,781 2,847,022
Taxable Individual Retirement
Arrangements distributions: Number 10,396 2,613
Amount 242,958 146,569
Pensions and annuities in AGI: Number 23,023 5,517
Amount 675,473 196,400
Social Security benefits in
AGI: Number 13,047 4,503
Amount 187,039 73,364
Total statutory adjustments: Number 22,046 11,185
Amount 108,687 116,355
Self-employment retirement
plans: (6) Number 2,914 2,491
Amount 29,957 45,392
Total itemized deductions: (7) Number 71,103 21,921
Amount 1,569,355 1,294,562
Medical and dental expense: Number 2,840 249
Amount 27,803 7,401
Taxes paid: Number 71,162 21,943
Amount 429,567 481,925
Interest paid: Number 62,685 17,905
Amount 631,722 439,280
Contributions: Number 68,576 21,304
Amount 382,949 460,397
Taxable income: Number 79,699 23,518
Amount 8,124,830 10,422,723
Total tax credits: (8) Number 25,357 7,410
Amount 18,258 20,098
Child care credit: Number 6,866 1,000
Amount 2,976 476
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 79,706 23,522
Amount 1,806,946 3,150,881
Total tax liability: (12) Number 79,742 23,534
Amount 1,884,424 3,218,727
Tax due at time of filing: (13) Number 40,284 13,830
Amount 237,760 524,217
Overpayments: (14) Number 34,080 5,558
Amount 129,544 103,943
ALASKA
Number of returns 22,948 4,493
Number of joint returns 20,110 3,837
Number with paid preparer’s signature 13,123 3,455
Number of exemptions (3) 66,461 12,458
Adjusted gross income (AGI) (4) 2,964,769 1,964,419
Salaries and wages in AGI: (5) Number 20,880 3,690
Amount 2,036,628 719,129
Taxable interest: Number 20,977 4,375
Amount 69,122 86,701
Tax-exempt interest: (6) Number 2,155 1,153
Amount 14,107 22,706
Dividends: Number 14,143 3,759
Amount 53,069 95,174
Business or profession net
income (less loss):
Number 6,084 1,541
Amount 157,829 152,647
Number of farm returns 242 89
Net capital gain (less loss) 13,023 3,708
in AGI: Number
Amount 170,415 444,114
Taxable Individual Retirement
Arrangements distributions: Number 2,561 405
Amount 59,334 25,276
Pensions and annuities in AGI: Number 6,763 1,118
Amount 222,572 48,531
Social Security benefits in 2,379 680
AGI: Number
Amount 29,040 9,749
Total statutory adjustments: Number 6,352 2,058
Amount 34,861 25,484
Self-employment retirement 1,232 622
plans: (6) Number
Amount 12,393 11,598
Total itemized deductions: (7) Number 17,384 3,124
Amount 321,672 116,387
Medical and dental expense: Number 721 48
Amount 6,549 1,056
Taxes paid: Number 17,130 3,127
Amount 57,670 21,782
Interest paid: Number 16,463 2,848
Amount 176,816 56,610
Contributions: Number 16,078 3,014
Amount 62,447 47,128
Taxable income: Number 22,940 4,490
Amount 2,419,055 1,824,641
Total tax credits: (8) Number 8,360 1,665
Amount 6,004 3,575
Child care credit: Number 1,949 261
Amount 885 124
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 22,938 4,489
Amount 544,426 536,493
Total tax liability: (12) Number 22,943 4,491
Amount 570,047 551,999
Tax due at time of filing: (13) Number 12,105 2,540
Amount 70,374 81,652
Overpayments: (14) Number 9,232 970
Amount 32,420 15,779
ARIZONA
Number of returns 127,356 40,329
Number of joint returns 109,549 34,178
Number with paid preparer’s signature 78,039 31,843
Number of exemptions (3) 356,143 113,231
Adjusted gross income (AGI) (4) 16,757,680 21,336,764
Salaries and wages in AGI: (5) Number 108,833 32,528
Amount 11,233,611 9,023,494
Taxable interest: Number 114,598 38,697
Amount 494,147 934,433
Tax-exempt interest: (6) Number 17,243 12,220
Amount 193,334 455,662
Dividends: Number 85,346 34,534
Amount 466,975 905,834
Business or profession net
income (less loss):
Number 26,926 9,944
Amount 672,098 688,321
Number of farm returns 997 692
Net capital gain (less loss)
in AGI: Number 77,779 34,310
Amount 1,183,870 5,803,808
Taxable Individual Retirement
Arrangements distributions: Number 18,522 4,628
Amount 534,374 313,952
Pensions and annuities in AGI: Number 35,920 9,523
Amount 1,063,352 386,655
Social Security benefits in AGI: Number 23,133 7,952
Amount 325,015 120,595
Total statutory adjustments: Number 34,306 15,672
Amount 184,194 164,636
Self-employment retirement
plans: (6) Number 5,029 3,367
Amount 54,735 65,201
Total itemized deductions: (7) Number 117,105 38,252
Amount 2,822,437 2,451,404
Medical and dental expense: Number 7,124 741
Amount 61,851 19,495
Taxes paid: Number 117,159 38,286
Amount 875,613 1,125,277
Interest paid: Number 105,867 32,936
Amount 1,273,041 887,433
Contributions: Number 111,754 36,794
Amount 423,468 666,396
Taxable income: Number 127,186 40,254
Amount 12,882,689 18,884,103
Total tax credits: (8) Number 43,450 14,459
Amount 33,781 57,917
Child care credit: Number 10,573 1,951
Amount 4,676 900
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number
Amount 127,211 40,280
Total tax liability: (12) Number 2,869,585 5,587,482
Amount 127,264 40,297
Tax due at time of filing: (13) Number 2,979,529 5,671,739
Amount 63,756 23,846
Overpayments: (14) Number 385,126 1,068,483
Amount 54,714 10,088
Amount : 223,861 185,263
ARKANSAS
Number of returns 37,122 11,947
Number of joint returns 33,260 10,548
Number with paid preparer’s signature 25,507 10,060
Number of exemptions (3) 104,277 33,731
Adjusted gross income (AGI) (4) 4,870,298 6,064,107
Salaries and wages in AGI: (5) Number 31,467 9,939
Amount 3,043,730 2,291,946
Taxable interest: Number 33,962 11,552
Amount 187,632 330,773
Tax-exempt interest: (6) Number 4,505 3,432
Amount 44,763 93,633
Dividends: Number 24,431 10,138
Amount 124,063 615,994
Business or profession net
income (less loss):
Number 8,819 3,842
Amount 226,408 342,759
Number of farm returns 2,679 1,201
Net capital gain (less loss) in
AGI: Number 22,134 9,834
Amount 341,017 1,445,515
Taxable Individual Retirement
Arrangements distributions: Number 5,200 1,363
Amount 135,151 74,547
Pensions and annuities in AGI: Number 9,814 2,569
Amount 275,760 97,697
Social Security benefits in
AGI: Number 7,425 2,421
Amount 106,688 38,960
Total statutory adjustments: Number 12,149 5,665
Amount 58,615 46,215
Self-employment retirement
plans: (6) Number 1,360 884
Amount 14,350 15,616
Total itemized deductions: (7) Number 33,642 11,362
Amount 750,366 748,834
Medical and dental expense: Number 1,746 167
Amount 15,994 4,760
Taxes paid: Number 33,624 11,364
Amount 286,710 362,923
Interest paid: Number 27,357 8,673
Amount 242,475 186,496
Contributions: Number 31,375 10,838
Amount 165,985 280,096
Taxable income: Number 37,078 11,924
Amount 3,806,950 5,483,043
Total tax credits: (8) Number 11,298 3,299
Amount 7,942 12,122
Child care credit: Number 2,897 523
Amount 1,195 230
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 37,076 11,937
Amount 846,937 1,719,804
Total tax liability: (12) Number 37,094 11,940
Amount 890,295 1,747,215
Tax due at time of filing: (13) Number 18,645 6,765
Amount 145,490 254,349
Overpayments: (14) Number 15,375 3,161
Amount 65,665 72,129
CALIFORNIA
Number of returns 1,151,556 440,384
Number of joint returns 922,542 357,358
Number with paid preparer’s signature 749,687 339,133
Number of exemptions (3) 3,163,950 1,209,551
Adjusted gross income (AGI) (4) 153,541,185 305,794,293
Salaries and wages in AGI: (5) Number 1,014,477 364,469
Amount 111,844,936 138,260,224
Taxable interest: Number 1,044,894 419,388
Amount 3,857,946 9,749,013
Tax-exempt interest: (6) Number 130,672 127,578
Amount 1,275,912 4,496,345
Dividends: Number 734,412 376,691
Amount 3,292,335 9,150,919
Business or profession net
income (less loss):
Number 276,216 119,902
Amount 9,041,386 12,076,177
Number of farm returns 11,510 8,220
Net capital gain (less loss)
in AGI: Number 680,693 373,343
Amount 8,692,233 94,375,945
Taxable Individual Retirement
Arrangements distributions: Number 132,098 42,149
Amount 3,120,773 2,495,811
Pensions and annuities in AGI: Number 244,664 78,173
Amount 6,677,839 3,058,742
Social Security benefits in AGI: Number 158,834 69,089
Amount 2,163,306 1,081,354
Total statutory adjustments: Number 318,350 165,269
Amount 2,104,165 2,484,210
Self-employment retirement
plans: (6) Number 68,880 54,369
Amount 789,712 1,137,373
Total itemized deductions: (7) Number 1,084,250 428,771
Amount 32,131,718 43,036,049
Medical and dental expense: Number 44,839 6,452
Amount 484,392 183,908
Taxes paid: Number 1,084,281 428,886
Amount 11,865,458 26,966,045
Interest paid: Number 918,635 368,500
Amount 14,547,473 12,033,234
Contributions: Number 1,017,143 405,950
Amount 3,455,040 9,371,253
Taxable income: Number 1,149,407 439,431
Amount 112,375,727 264,929,862
Total tax credits: (8) Number 377,666 153,269
Amount 293,010 755,018
Child care credit: Number 115,619 28,290
Amount 56,581 13,774
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 1,149,806 439,975
Amount 25,338,880 82,216,490
Total tax liability: (12) Number 1,150,566 440,127
Amount 26,618,818 83,580,478
Tax due at time of filing: (13) Number 492,744 249,153
Amount 3,171,877 16,020,830
Overpayments: (14) Number 583,138 122,224
Amount 2,594,905 2,228,640
COLORADO
Number of returns 159,472 53,863
Number of joint returns 136,623 45,751
Number with paid preparer’s signature 91,258 41,102
Number of exemptions (3) 451,320 153,545
Adjusted gross income (AGI) (4) 21,176,741 31,467,157
Salaries and wages in AGI: (5) Number 143,337 45,430
Amount 14,860,410 13,396,396
Taxable interest: Number 147,136 52,319
Amount 483,256 1,235,909
Tax-exempt interest: (6) Number 18,780 15,714
Amount 153,514 442,801
Dividends: Number 109,625 46,346
Amount 485,166 1,124,387
Business or profession net
income (less loss):
Number 38,621 15,417
Amount 1,002,016 974,329
Number of farm returns 3,159 1,707
Net capital gain (less loss) in
AGI: Number 102,697 46,499
Amount 1,541,315 9,560,236
Taxable Individual Retirement
Arrangements distributions: Number 19,367 4,787
Amount 447,335 263,866
Pensions and annuities in AGI: Number 38,061 10,513
Amount 1,034,536 361,401
Social Security benefits in
AGI: Number 17,975 6,929
Amount 231,362 102,021
Total statutory adjustments: Number 49,520 23,526
Amount 268,770 244,595
Self-employment retirement
plans: (6) Number 8,410 5,596
Amount 81,940 95,730
Total itemized deductions: (7) Number 147,486 50,942
Amount 3,521,563 3,271,263
Medical and dental expense: Number 5,059 546
Amount 47,453 12,951
Taxes paid: Number 147,418 50,937
Amount 1,167,742 1,547,531
Interest paid: Number 134,527 44,357
Amount 1,679,152 1,167,877
Contributions: Number 138,504 48,760
Amount 470,079 1,004,019
Taxable income: Number 159,313 53,801
Amount 16,394,770 28,158,714
Total tax credits: (8) Number 55,825 19,429
Amount 40,355 69,111
Child care credit: Number 14,025 3,030
Amount 6,097 1,380
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 159,327 53,812
Amount 3,664,455 8,511,310
Total tax liability: (12) Number 159,387 53,833
Amount 3,825,219 8,643,706
Tax due at time of filing: (13) Number 80,211 32,625
Amount 498,763 1,635,061
Overpayments: (14) Number 68,876 12,522
Amount 279,291 226,748
CONNECTICUT
Number of returns 158,539 67,590
Number of joint returns 136,579 58,928
Number of joint returns 91,322 50,263
Number of exemptions (3) 457,089 203,517
Adjusted gross income (AGI) (4) 21,063,621 47,835,391
Salaries and wages in AGI: (5) Number 142,733 58,077
Amount 15,607,028 25,648,721
Taxable interest: Number 152,717 66,308
Amount 470,163 1,449,825
Tax-exempt interest: (6) Number 22,991 25,990
Amount 196,428 951,966
Dividends: Number 112,815 61,143
Amount 552,105 1,676,728
Business or profession net
income (less loss):
Number 33,992 17,313
Amount 1,039,806 1,494,073
Number of farm returns 473 322
Net capital gain (less loss) in
AGI: Number 100,252 58,781
Amount 1,226,870 11,975,316
Taxable Individual Retirement
Arrangements distributions: Number 19,564 6,354
Amount 427,357 387,355
Pensions and annuities in AGI: Number 35,370 13,122
Amount 927,265 548,907
Social Security benefits in
AGI: Number 21,810 9,898
Amount 319,358 166,393
Total statutory adjustments: Number 43,128 26,615
Amount 282,545 426,039
Self-employment retirement
plans: (6) Number 9,762 9,407
Amount 100,435 180,674
Total itemized deductions: (7) Number 149,622 66,104
Amount 3,610,266 5,147,659
Medical and dental expense: Number 5,434 919
Amount 73,952 31,738
Taxes paid: Number 149,666 66,142
Amount 1,595,235 3,124,780
Interest paid: Number 128,317 56,369
Amount 1,412,548 1,577,427
Contributions: Number 144,339 64,543
Amount 394,817 1,330,338
Taxable income: Number 158,356 67,519
Amount 16,248,485 42,664,872
Total tax credits: (8) Number 56,798 27,085
Amount 38,219 128,619
Child care credit: Number 15,042 3,728
Amount 7,156 1,838
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 158,386 67,554
Amount 3,658,382 13,748,124
Total tax liability: (12) Number 158,455 67,570
Amount 3,828,327 13,975,829
Tax due at time of filing: (13) Number 68,939 38,282
Amount 373,735 1,987,811
Overpayments: (14) Number 79,455 18,670
Amount 319,629 292,198
Amount
DELAWARE
Number of returns 26,969 7,144
Number of joint returns 23,628 6,086
Number with paid preparer’s signature 14,108 5,076
Number of exemptions (3) 76,710 19,765
Adjusted gross income (AGI) (4) 3,526,869 3,902,360
Salaries and wages in AGI: (5) Number 24,454 5,960
Amount 2,555,961 1,831,653
Taxable interest: Number 24,995 6,945
Amount 78,102 112,878
Tax-exempt interest: (6) Number 3,623 2,812
Amount 30,735 108,859
Dividends: Number 18,782 6,467
Amount 104,116 319,543
Business or profession net
income (less loss):
Number 4,525 1,627
Amount 104,280 105,705
Number of farm returns 233 96
Net capital gain (less loss) in
AGI: Number 15,982 6,095
Amount 201,368 911,312
Taxable Individual Retirement
Arrangements distributions: Number 3,624 830
Amount 83,583 44,938
Pensions and annuities in AGI: Number 7,941 1,983
Amount 221,211 89,266
Social Security benefits
in AGI: Number 4,315 1,545
Amount 63,255 24,359
Total statutory adjustments: Number 5,811 2,552
Amount 27,425 29,733
Self-employment retirement plans:
(6) Number 912 705
Amount 8,122 12,655
Total itemized deductions: (7) Number 25,035 6,859
Amount 542,304 466,353
Medical and dental expense: Number 773 125
Amount 11,364 5,286
Taxes paid: Number 25,060 6,856
Amount 197,225 243,275
Interest paid: Number 22,304 5,648
Amount 225,327 123,796
Contributions: Number 24,260 6,649
Amount 84,344 133,909
Taxable income: Number 26,951 7,140
Amount 2,759,097 3,416,995
Total tax credits: (8) Number 9,876 3,097
Amount 6,653 6,177
Child care credit: Number 2,771 406
Amount 1,274 189
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 26,952 7,141
Amount 615,353 1,034,491
Total tax liability: (12) Number 26,959 7,144
Amount 633,064 1,051,291
Tax due at time of filing: (13) Number 13,589 4,309
Amount 66,161 159,385
Overpayments: (14) Number 11,807 1,728
Amount 39,873 22,806
DISTRICT OF COLUMBIA
Number of returns 18,780 9,559
Number of joint returns 9,748 6,824
Number with paid preparer’s signature 9,714 6,918
Number of exemptions (3) 36,310 22,687
Adjusted gross income (AGI) (4) 2,555,740 6,189,983
Salaries and wages in AGI: (5) Number 16,192 7,453
Amount 1,819,085 2,431,898
Taxable interest: Number 16,772 9,247
Amount 60,447 205,688
Tax-exempt interest: (6) Number 3,529 4,093
Amount 41,014 146,570
Dividends: Number 13,383 8,600
Amount 89,831 329,798
Business or profession net
income (less loss):
Number 4,462 2,976
Amount 120,145 297,010
Number of farm returns 69 83
Net capital gain (less loss) in
AGI: Number 12,126 8,275
Amount 170,689 1,760,996
Taxable Individual Retirement
Arrangements distributions: Number 2,405 938
Amount 38,069 39,962
Pensions and annuities in AGI: Number 4,524 2,280
Amount 181,458 118,556
Social Security benefits in AGI: Number 2,615 1,606
Amount 32,009 25,070
Total statutory adjustments: Number 4,989 4,530
Amount 31,603 97,354
Self-employment retirement
plans: (6) Number 1,257 2,272
Amount 13,548 53,131
Total itemized deductions: (7) Number 17,895 9,398
Amount 494,011 987,360
Medical and dental expense: Number 1,040 234
Amount 17,776 8,548
Taxes paid: Number 17,873 9,398
Amount 217,602 533,727
Interest paid: Number 13,360 7,929
Amount 174,679 242,429
Contributions: Number 16,552 9,013
Amount 67,863 298,166
Taxable income: Number 18,744 9,540
Amount 1,960,542 5,289,362
Total tax credits: (8) Number 5,450 4,714
Amount 3,834 17,649
Child care credit: Number 1,194 709
Amount 631 417
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 18,752 9,554
Amount 463,285 1,581,759
Total tax liability: (12) Number 18,763 9,555
Amount 485,486 1,641,414
Tax due at time of filing: (13) Number 7,995 4,998
Amount 44,767 199,171
Overpayments: (14) Number 9,226 2,264
Amount 39,866 38,267
FLORIDA
Number of returns 387,583 159,714
Number of joint returns 321,065 130,633
Number with paid preparer’s signature 243,970 130,709
Number of exemptions (3) 1,024,337 415,470
Adjusted gross income (AGI) (4) 51,452,746 101,098,455
Salaries and wages in AGI: (5) Number 308,458 118,886
Amount 30,809,148 33,592,720
Taxable interest: Number 349,029 153,757
Amount 2,171,557 5,560,027
Tax-exempt interest: (6) Number 61,518 56,280
Amount 1,111,967 3,236,974
Dividends: Number 269,011 139,969
Amount 2,082,852 5,287,002
Business or profession net
income (less loss):
Number 74,954 37,159
Amount 1,855,728 2,781,144
Number of farm returns 4,859 3,568
Net capital gain (less loss)
in AGI: Number 252,021 139,118
Amount 4,515,658 32,917,806
Taxable Individual Retirement
Arrangements distributions: Number 69,697 25,514
Amount 2,087,002 2,061,759
Pensions and annuities in AGI: Number 118,609 41,297
Amount 3,739,636 1,932,385
Social Security benefits in AGI: Number 97,904 46,315
Amount 1,413,767 750,151
Total statutory adjustments: Number 107,577 64,064
Amount 550,361 638,803
Self-employment retirement
plans: (6) Number 11,988 9,936
Amount 123,017 180,107
Total itemized deductions: (7) Number 299,067 124,849
Amount 6,418,511 8,313,268
Medical and dental expense: Number 23,225 3,327
Amount 279,748 114,864
Taxes paid: Number 294,344 124,188
Amount 1,281,235 2,171,869
Interest paid: Number 266,708 106,584
Amount 3,070,117 3,542,192
Contributions: Number 281,999 120,130
Amount 1,192,330 3,166,158
Taxable income: Number 386,889 159,396
Amount 41,621,289 92,526,204
Total tax credits: (8) Number 129,950 61,670
Amount 97,401 244,802
Child care credit: Number 33,629 6,594
Amount 15,891 3,376
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 386,958 159,444
Amount 9,413,508 28,002,220
Total tax liability: (12) Number 387,138 159,530
Amount 9,701,013 28,306,185
Tax due at time of filing: (13) Number 200,707 92,715
Amount 1,361,031 4,892,334
Overpayments: (14) Number 150,130 34,289
Amount 682,158 788,168
GEORGIA
Number of returns 223,909 75,188
Number of joint returns 195,230 65,976
Number with paid preparer’s signature 125,941 56,988
Number of exemptions (3) 643,309 221,640
Adjusted gross income (AGI) (4) 29,626,247 39,003,084
Salaries and wages in AGI: (5) Number 205,385 65,222
Amount 22,150,596 18,243,886
Taxable interest: Number 201,183 72,620
Amount 658,095 1,293,636
Tax-exempt interest: (6) Number 19,344 19,081
Amount 185,521 489,160
Dividends: Number 148,483 65,278
Amount 624,062 1,617,022
Business or profession net
income (less loss):
Number 45,077 18,544
Amount 1,058,224 1,298,001
Number of farm returns 5,581 2,980
Net capital gain (less loss)
in AGI: Number 127,619 62,891
Amount 1,526,294 9,433,411
Taxable Individual Retirement Arrangements
distributions: Number 25,386 6,536
Amount 585,546 395,184
Pensions and annuities in AGI: Number 51,968 14,565
Amount 1,396,391 516,529
Social Security benefits in AGI: Number 25,368 9,645
Amount 356,461 153,300
Total statutory adjustments: Number 58,638 30,289
Amount 282,018 352,388
Self-employment retirement
plans: (6) Number 8,583 8,100
Amount 82,272 147,420
Total itemized deductions: (7) Number 213,187 73,157
Amount 5,291,013 4,989,627
Medical and dental expense: Number 8,165 953
Amount 74,399 23,149
Taxes paid: Number 213,275 73,181
Amount 1,921,730 2,425,163
Interest paid: Number 192,427 63,980
Amount 2,183,184 1,635,284
Contributions: Number 201,871 70,493
Amount 904,478 1,483,301
Taxable income: Number 223,685 75,093
Amount 22,500,482 34,040,504
Total tax credits: (8) Number 71,368 24,023
Amount 50,510 82,144
Child care credit: Number 20,355 3,701
Amount 9,037 1,726
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 223,719 75,125
Amount 5,039,845 10,338,078
Total tax liability: (12) Number 223,803 75,156
Amount 5,221,364 10,523,980
Tax due at time of filing: (13) Number 103,912 44,126
Amount 603,841 1,915,407
Overpayments: (14) Number 107,989 20,194
Amount 435,510 296,225
HAWAII
Number of returns 31,978 7,985
Number of joint returns 27,443 6,518
Number with paid preparer’s signature 20,114 6,531
Number of exemptions (3) 87,827 20,870
Adjusted gross income (AGI) (4) 4,138,524 3,753,186
Salaries and wages in AGI: (5) Number 27,415 6,145
Amount 2,644,841 1,340,687
Taxable interest: Number 30,852 7,827
Amount 117,613 152,909
Tax-exempt interest: (6) Number 4,744 2,589
Amount 32,141 68,505
Dividends: Number 22,695 6,883
Amount 121,049 195,974
Business or profession net
income (less loss):
Number 7,717 2,499
Amount 225,075 255,205
Number of farm returns 469 195
Net capital gain (less loss) in
AGI: Number 20,539 6,762
Amount 310,981 1,054,983
Taxable Individual Retirement
Arrangements distributions: Number 5,589 1,111
Amount 117,692 64,864
Pensions and annuities in AGI: Number 10,521 2,391
Amount 349,438 126,205
Social Security benefits in AGI: Number 6,676 2,007
Amount 99,320 34,159
Total statutory adjustments: Number 8,331 3,333
Amount 49,777 42,620
Self-employment retirement
plans: (6) Number 1,793 1,050
Amount 19,974 21,453
Total itemized deductions: (7) Number 28,712 7,579
Amount 768,829 505,350
Medical and dental expense: Number 934 126
Amount 13,441 6,642
Taxes paid: Number 28,686 7,577
Amount 255,601 263,662
Interest paid: Number 24,433 6,196
Amount 380,914 182,559
Contributions: Number 27,071 7,067
Amount 81,671 101,207
Taxable income: Number 31,922 7,974
Amount 3,104,571 3,226,991
Total tax credits: (8) Number 11,944 3,077
Amount 8,726 12,558
Child care credit: Number 3,644 551
Amount 1,416 246
Earned income credit: (9) Number
Amount — —
Excess earned income credit
(refundable): (10) — —
Number — —
Amount — —
Income tax: (11) Number 31,920 7,980
Amount 679,563 924,114
Total tax liability: (12) Number 31,935 7,981
Amount 712,249 946,760
Tax due at time of filing: (13) Number 16,454 4,080
Amount 91,255 156,680
Overpayments: (14) Number 12,011 1,892
Amount 46,595 29,326
IDAHO
Number of returns 23,574 7,780
Number of joint returns 21,089 6,793
Number with paid preparer’s signature 15,969 6,633
Number of exemptions (3) 70,842 23,289
Adjusted gross income (AGI) (4) 3,089,333 4,368,131
Salaries and wages in AGI: (5) Number 20,192 6,222
Amount 1,922,955 1,655,685
Taxable interest: Number 21,848 7,547
Amount 109,290 209,663
Tax-exempt interest: (6) Number 3,029 2,216
Amount 22,386 63,008
Dividends: Number 15,874 6,663
Amount 76,535 185,140
Business or profession net
income (less loss):
Number 5,709 2,128
Amount 163,773 175,655
Number of farm returns 1,420 615
Net capital gain (less loss)
in AGI: Number 16,058 6,800
Amount 292,504 1,346,266
Taxable Individual Retirement
Arrangements distributions: Number 3,203 815
Amount 78,281 48,976
Pensions and annuities in AGI: Number 5,684 1,474
Amount 150,112 48,383
Social Security benefits in AGI: Number 3,808 1,411
Amount 52,844 21,146
Total statutory adjustments: Number 7,415 3,299
Amount 42,218 34,162
Self-employment retirement
plans: (6) Number 1,236 773
Amount 13,548 15,038
Total itemized deductions: (7) Number 21,991 7,304
Amount 539,299 566,148
Medical and dental expense: Number 1,066 71
Amount 9,872 1,847
Taxes paid: Number 21,975 7,294
Amount 221,974 299,946
Interest paid: Number 19,052 6,006
Amount 195,789 158,987
Contributions: Number 20,611 6,995
Amount 97,272 178,267
Taxable income: Number 23,535 7,772
Amount 2,344,552 3,780,935
Total tax credits: (8) Number 8,569 2,681
Amount 6,387 14,067
Child care credit: Number 1,740 358
Amount 697 161
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 23,545 7,773
Amount 511,176 1,109,704
Total tax liability: (12) Number 23,555 7,777
Amount 538,940 1,129,398
Tax due at time of filing: (13) Number
Amount 12,586 5,008
Overpayments: (14) Number 97,113 276,725
Amount 9,150 1,617
Amount 38,584 33,408
ILLINOIS
Number of returns 410,470 143,288
Number of joint returns 350,324 122,404
Number with paid preparer’s signature 234,404 106,618
Number of exemptions (3) 1,194,463 423,637
Adjusted gross income (AGI) (4) 54,144,508 82,928,960
Salaries and wages in AGI: (5) Number 372,085 122,233
Amount 39,856,100 36,714,566
Taxable interest: Number 377,045 138,493
Amount 1,472,693 3,517,446
Tax-exempt interest: (6) Number 53,596 51,790
Amount 431,968 1,804,771
Dividends: Number 264,102 126,933
Amount 1,342,027 3,262,642
Business or profession net
income (less loss):
Number 78,488 35,362
Amount 1,942,734 2,401,042
Number of farm returns 6,286 2,470
Net capital gain (less loss) in
AGI: Number 251,113 123,009
Amount 3,112,860 22,362,437
Taxable Individual Retirement
Arrangements distributions: Number 52,610 15,444
Amount 1,244,916 956,766
Pensions and annuities in AGI: Number 93,288 28,798
Amount 2,366,914 1,094,525
Social Security benefits in AGI: Number 54,680 23,101
Amount 768,462 385,781
Total statutory adjustments: Number 99,665 57,053
Amount 513,088 747,820
Self-employment retirement
plans: (6) Number 17,478 17,296
Amount 169,987 349,365
Total itemized deductions: (7) Number 363,367 133,680
Amount 8,139,336 7,533,506
Medical and dental expense: Number 12,679 1,690
Amount 144,150 54,735
Taxes paid: Number 363,730 134,108
Amount 2,910,801 3,660,341
Interest paid: Number 320,507 112,087
Amount 3,435,723 2,647,269
Contributions: Number 347,497 130,144
Amount 1,202,300 2,266,391
Taxable income: Number 410,160 143,154
Amount 42,403,789 75,120,556
Total tax credits: (8) Number 144,782 54,681
Amount 98,665 174,897
Child care credit: Number 31,959 6,554
Amount 14,882 3,350
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 410,173 143,209
Amount 9,548,018 22,978,203
Total tax liability: (12) Number 410,289 143,235
Amount 9,882,477 23,398,975
Tax due at time of filing: (13) Number 184,848 81,104
Amount 1,008,416 3,531,169
Overpayments: (14) Number 198,352 36,426
Amount 796,753 667,079
INDIANA
Number of returns 141,030 38,261
Number of joint returns 127,801 33,783
Number with paid preparer’s signature 84,464 30,593
Number of exemptions (3) 419,690 114,213
Adjusted gross income (AGI) (4) 18,201,643 18,864,319
Salaries and wages in AGI: (5) Number 128,302 32,625
Amount 13,063,586 7,672,408
Taxable interest: Number 130,738 37,442
Amount 469,009 790,711
Tax-exempt interest: (6) Number 15,894 13,151
Amount 131,474 370,164
Dividends: Number 87,587 32,937
Amount 404,728 839,330
Business or profession net
income (less loss):
Number 28,952 10,171
Amount 760,610 775,848
Number of farm returns 4,601 1,542
Net capital gain (less loss)
in AGI: Number 76,729 32,004
Amount 994,469 3,831,107
Taxable Individual Retirement
Arrangements distributions: Number 17,427 4,097
Amount 433,977 241,353
Pensions and annuities in AGI: Number 33,295 8,370
Amount 776,612 303,202
Social Security benefits in AGI: Number 19,176 6,730
Amount 285,979 112,263
Total statutory adjustments: Number 37,950 18,515
Amount 180,192 186,144
Self-employment retirement
plans: (6) Number 5,682 4,466
Amount 56,010 83,973
Total itemized deductions: (7) Number 126,894 36,125
Amount 2,630,882 2,010,817
Medical and dental expense: Number 3,863 348
Amount 40,825 10,951
Taxes paid: Number 127,160 36,253
Amount 985,816 954,504
Interest paid: Number 111,991 29,078
Amount 1,019,275 568,744
Contributions: Number 119,480 35,002
Amount 478,815 736,441
Taxable income: Number 140,921 38,222
Amount 14,310,293 16,847,607
Total tax credits: (8) Number 49,634 14,413
Amount 36,174 45,247
Child care credit: Number 10,935 1,622
Amount 4,705 755
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 140,928 38,240
Amount 3,176,993 5,102,996
Total tax liability: (12) Number 140,970 38,248
Amount 3,310,917 5,199,999
Tax due at time of filing: (13) Number 63,173 21,950
Amount 364,515 868,372
Overpayments: (14) Number 68,624 9,293
Amount 271,235 183,402
IOWA
Number of returns 57,503 16,019
Number of joint returns 51,976 14,240
Number with paid preparer’s signature 39,760 13,226
Number of exemptions (3) 170,400 47,030
Adjusted gross income (AGI) (4) 7,470,683 7,335,979
Salaries and wages in AGI: (5) Number 49,970 13,417
Amount 4,736,811 3,027,126
Taxable interest: Number 54,841 15,760
Amount 275,737 362,201
Tax-exempt interest: (6) Number 9,370 6,001
Amount 65,815 147,607
Dividends: Number 41,699 14,146
Amount 214,168 329,331
Business or profession net
income (less loss):
Number 13,360 4,543
Amount 371,080 290,596
Number of farm returns 4,263 1,225
Net capital gain (less loss) in
AGI: Number 38,775 13,929
Amount 569,850 1,494,393
Taxable Individual Retirement
Arrangements
distributions: Number 8,832 2,033
Amount 182,197 101,410
Pensions and annuities in AGI: Number 14,151 3,649
Amount 326,617 120,990
Social Security benefits in AGI: Number 10,751 3,407
Amount 160,978 58,040
Total statutory adjustments: Number 18,128 7,664
Amount 100,307 70,955
Self-employment retirement
plans: (6) Number 3,787 1,908
Amount 36,316 31,055
Total itemized deductions: (7) Number 52,801 15,350
Amount 1,131,859 908,512
Medical and dental expense: Number 1,890 186
Amount 22,829 6,316
Taxes paid: Number 52,791 15,357
Amount 505,478 480,364
Interest paid: Number 41,994 11,281
Amount 354,186 209,209
Contributions: Number 50,597 14,935
Amount 198,289 285,004
Taxable income: Number 57,456 16,004
Amount 5,832,888 6,384,077
Total tax credits: (8) Number 22,014 6,291
Amount 15,070 9,464
Child care credit: Number 4,861 777
Amount 1,848 305
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 57,457 16,009
Amount 1,286,093 1,912,149
Total tax liability: (12) Number 57,472 16,014
Amount 1,355,274 1,952,033
Tax due at time of filing: (13) Number 30,077 8,937
Amount 198,249 236,165
Overpayments: (14) Number 22,482 4,088
Amount 83,987 58,114
KANSAS
Number of returns 66,665 19,786
Number of joint returns 59,791 17,695
Number with paid preparer’s signature 43,197 16,227
Number of exemptions (3) 198,522 59,595
Adjusted gross income (AGI) (4) 8,714,945 9,801,470
Salaries and wages in AGI: (5) Number 58,490 16,741
Amount 5,870,885 4,378,085
Taxable interest: Number 62,309 19,347
Amount 273,001 405,302
Tax-exempt interest: (6) Number 9,455 6,813
Amount 81,454 209,848
Dividends: Number 46,029 17,284
Amount 229,591 491,567
Business or profession net
income (less loss):
Number 16,074 6,124
Amount 413,274 394,983
Number of farm returns 4,008 1,385
Net capital gain (less loss)
in AGI: Number 42,111 16,890
Amount 559,540 1,893,804
Taxable Individual Retirement
Arrangements distributions: Number 10,538 2,409
Amount 237,082 124,777
Pensions and annuities in AGI: Number 16,928 4,373
Amount 405,833 139,904
Social Security benefits in AGI: Number 11,369 3,712
Amount 173,624 63,240
Total statutory adjustments: Number 20,297 9,308
Amount 109,642 91,615
Self-employment retirement
plans: (6) Number 3,653 2,256
Amount 35,441 38,772
Total itemized deductions: (7) Number 61,397 19,055
Amount 1,348,640 1,156,256
Medical and dental expense: Number 2,775 273
Amount 28,556 8,400
Taxes paid: Number 61,385 19,049
Amount 559,447 645,288
Interest paid: Number 51,512 14,965
Amount 464,563 274,476
Contributions: Number 58,481 18,519
Amount 246,863 362,353
Taxable income: Number 66,621 19,761
Amount 6,781,280 8,593,223
Total tax credits: (8) Number 23,989 7,206
Amount 17,095 22,897
Child care credit: Number 5,548 925
Amount 2,395 430
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 66,630 19,775
Amount 1,500,819 2,623,093
Total tax liability: (12) Number 66,646 19,782
Amount 1,576,956 2,672,882
Tax due at time of filing: (13) Number 32,799 11,451
Amount 214,234 438,053
Overpayments: (14) Number 28,794 4,964
Amount 111,694 79,190
KENTUCKY
Number of returns 71,268 21,784
Number of joint returns 63,507 18,970
Number with paid preparer’s signature 45,414 17,568
Number of exemptions (3) 206,444 63,141
Adjusted gross income (AGI) (4) 9,296,809 10,309,800
Salaries and wages in AGI: (5) Number 62,847 18,058
Amount 6,219,614 4,160,671
Taxable interest: Number 65,893 21,265
Amount 272,579 420,545
Tax-exempt interest: (6) Number 8,556 6,886
Amount 87,940 180,430
Dividends: Number 46,760 18,759
Amount 262,583 511,748
Business or profession net
income (less loss):
Number 16,049 6,375
Amount 442,033 462,745
Number of farm returns 5,158 2,252
Net capital gain (less loss)
in AGI: Number 41,471 18,266
Amount 637,611 2,254,042
Taxable Individual Retirement
Arrangements distributions: Number 9,406 2,417
Amount 222,939 138,571
Pensions and annuities in AGI: Number 18,830 4,850
Amount 502,005 163,246
Social Security benefits in AGI: Number 10,838 3,999
Amount 151,455 63,764
Total statutory adjustments: Number 21,226 10,359
Amount 111,513 103,939
Self-employment retirement
plans: (6) Number 3,395 2,304
Amount 34,891 42,552
Total itemized deductions: (7) Number 66,036 20,746
Amount 1,530,142 1,247,505
Medical and dental expense: Number 2,053 270
Amount 26,394 10,148
Taxes paid: Number 66,037 20,747
Amount 653,205 874,027
Interest paid: Number 55,674 16,087
Amount 513,209 334,628
Contributions: Number 62,583 19,956
Amount 263,969 353,888
Taxable income: Number 71,196 21,759
Amount 7,178,656 9,003,702
Total tax credits: (8) Number 24,236 7,573
Amount 17,663 18,401
Child care credit: Number 5,982 942
Amount 2,539 436
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 71,199 21,765
Amount 1,585,803 2,686,340
Total tax liability: (12) Number 71,224 21,772
Amount 1,665,560 2,746,568
Tax due at time of filing: (13) Number 33,585 12,359
Amount 217,684 495,122
Overpayments: (14) Number 31,954 5,378
Amount 131,681 87,965
LOUISIANA
Number of returns 73,525 24,319
Number of joint returns 64,610 20,744
Number with paid preparer’s signature 45,930 20,099
Number of exemptions (3) 216,695 70,101
Adjusted gross income (AGI) (4) 9,595,393 11,713,390
Salaries and wages in AGI: (5) Number 63,832 19,048
Amount 6,266,985 4,108,070
Taxable interest: Number 67,066 23,492
Amount 304,540 519,837
Tax-exempt interest: (6) Number 8,744 7,868
Amount 94,046 227,191
Dividends: Number 47,338 20,895
Amount 249,628 483,013
Business or profession net
income (less loss):
Number 17,991 8,596
Amount 523,133 724,178
Number of farm returns 2,787 1,301
Net capital gain (less loss) 42,539 20,394
in AGI: Number 585,004 2,595,935
Amount
Taxable Individual Retirement
Arrangements distributions: Number 9,917 2,734
Amount 270,414 149,511
Pensions and annuities in AGI: Number 19,424 5,312
Amount 528,843 190,581
Social Security benefits in AGI: Number 11,884 4,859
Amount 164,981 79,223
Total statutory adjustments: Number 22,572 12,746
Amount 123,018 147,831
Self-employment retirement
plans: (6) Number 3,719 3,537
Amount 40,421 69,461
Total itemized deductions: (7) Number 56,691 21,124
Amount 1,138,972 1,066,068
Medical and dental expense: Number 3,072 338
Amount 32,764 8,870
Taxes paid: Number 56,770 21,174
Amount 273,774 418,250
Interest paid: Number 49,818 16,642
Amount 463,950 326,502
Contributions: Number 53,447 20,223
Amount 246,223 349,144
Taxable income: Number 73,443 24,278
Amount 7,741,458 10,575,211
Total tax credits: (8) Number 25,629 8,632
Amount 21,041 21,270
Child care credit: Number 7,266 1,170
Amount 3,045 590
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 73,443 24,288
Amount 1,739,738 3,157,354
Total tax liability: (12) Number 73,472 24,296
Amount 1,831,733 3,249,480
Tax due at time of filing: (13) Number 37,381 13,749
Amount 249,089 607,208
Overpayments: (14) Number 29,566 4,947
Amount 114,753 84,471
MAINE
Number of returns 24,097 8,135
Number of joint returns 20,848 6,903
Number with paid preparer’s signature 15,764 6,857
Number of exemptions (3) 68,089 22,659
Adjusted gross income (AGI) (4) 3,185,161 4,277,806
Salaries and wages in AGI: (5) Number 20,342 6,424
Amount 1,900,885 1,406,504
Taxable interest: Number 23,317 8,022
Amount 106,467 149,237
Tax-exempt interest: (6) Number 4,020 3,078
Amount 38,001 78,066
Dividends: Number 17,076 7,223
Amount 124,693 199,113
Business or profession net
income (less loss):
Number 6,231 2,428
Amount 196,507 169,008
Number of farm returns 276 124
Net capital gain (less loss)
in AGI: Number 16,118 7,079
Amount 349,051 1,484,411
Taxable Individual Retirement
Arrangements distributions: Number 3,528 962
Amount 83,459 46,208
Pensions and annuities in AGI: Number 6,154 1,865
Amount 168,867 64,494
Social Security benefits in AGI: Number 4,501 1,709
Amount 60,564 25,848
Total statutory adjustments: Number 8,271 3,815
Amount 51,737 40,240
Self-employment retirement
plans: (6) Number 1,734 966
Amount 17,459 16,829
Total itemized deductions: (7) Number 22,753 7,791
Amount 537,298 533,199
Medical and dental expense: Number 987 146
Amount 12,376 5,926
Taxes paid: Number 22,761 7,798
Amount 270,481 336,258
Interest paid: Number 18,501 5,965
Amount 162,074 96,694
Contributions: Number 21,590 7,518
Amount 70,238 158,771
Taxable income: Number 24,068 8,121
Amount 2,454,614 3,729,235
Total tax credits: (8) Number 9,253 3,560
Amount 6,206 9,183
Child care credit: Number 1,978 397
Amount 812 182
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 24,081 8,131
Amount 541,009 1,044,084
Total tax liability: (12) Number 24,086 8,131
Amount 570,852 1,065,628
Tax due at time of filing: (13) Number 12,042 4,763
Amount 89,409 256,829
Overpayments: (14) Number 9,868 1,890
Amount 41,309 29,806
MARYLAND
Number of returns 230,243 63,107
Number of joint returns 201,478 55,793
Number with paid preparer’s signature 110,773 44,069
Number of exemptions (3) 667,990 187,782
Adjusted gross income (AGI) (4) 30,440,876 33,438,801
Salaries and wages in AGl: (5) Number 210,255 54,198
Amount 23,077,318 15,312,482
Taxable interest: Number 213,564 61,505
Amount 642,427 1,157,251
Tax-exempt interest: (6) Number 28,357 21,373
Amount 210,930 542,928
Dividends: Number 151,064 55,977
Amount 689,515 1,292,400
Business or profession net
income (less loss):
Number 47,917 17,155
Amount 1,041,913 1,192,570
Number of farm returns 1,815 1,023
Net capital gain (less loss)
in AGI: Number 136,247 54,460
Amount 1,517,974 8,269,126
Taxable Individual Retirement
Arrangements distributions: Number 27,813 6,599
Amount 535,611 329,229
Pensions and annuities in AGI: Number 59,933 14,495
Amount 1,805,809 590,490
Social Security benefits in AGI: Number 29,159 9,902
Amount 394,843 168,143
Total statutory adjustments: Number 53,620 26,034
Amount 266,437 348,268
Self-employment retirement
plans: (6) Number 10,481 9,134
Amount 92,325 171,804
Total itemized deductions: (7) Number 224,184 62,083
Amount 6,076,113 4,498,823
Medical and dental expense: Number 8,869 990
Amount 108,965 29,330
Taxes paid: Number 224,133 62,125
Amount 2,546,622 2,592,058
Interest paid: Number 197,331 53,532
Amount 2,388,029 1,304,723
Contributions: Number 215,698 60,416
Amount 813,023 1,077,372
Taxable income: Number 230,030 63,049
Amount 22,505,220 28,777,809
Total tax credits: (8) Number 84,847 26,134
Amount 57,200 65,932
Child care credit: Number 28,981 5,388
Amount 14,919 2,909
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 230,065 63,074
Amount 4,988,843 8,569,127
Total tax liability: (12) Number 230,145 63,085
Amount 5,161,677 8,763,651
Tax due at time of filing: (13) Number 103,311 35,401
Amount 472,195 1,393,434
Overpayments: (14) Number 114,449 17,236
Amount 417,160 237,725
MASSACHUSETTS
Number of returns 271,879 108,995
Number of joint returns 226,964 92,491
Number with paid preparer’s signature 160,879 81,112
Number of exemptions (3) 776,273 321,548
Adjusted gross income (AGI) (4) 36,265,230 74,939,235
Salaries and wages in AGI: (5) Number 248,624 95,018
Amount 27,067,959 33,089,660
Taxable interest: Number 258,543 107,080
Amount 798,366 2,116,803
Tax-exempt interest: (6) Number 36,116 40,913
Amount 263,054 1,275,418
Dividends: Number 185,162 96,897
Amount 837,900 2,542,589
Business or profession net
income (less loss):
Number 60,686 29,839
Amount 1,791,142 2,302,235
Number of farm returns 572 409
Net capital gain (less loss)
in AGI: Number 171,902 95,632
Amount 2,424,735 25,485,057
Taxable Individual Retirement
Arrangements distributions: Number 30,292 9,402
Amount 630,271 453,315
Pensions and annuities in AGI: Number 52,096 19,409
Amount 1,252,448 695,277
Social Security benefits in AGI: Number 32,053 15,063
Amount 454,672 246,837
Total statutory adjustments: Number 73,956 43,417
Amount 407,631 524,505
Self-employment retirement
plans: (6) Number 15,455 13,669
Amount 144,733 230,502
Total itemized deductions: (7) Number 255,598 105,083
Amount 6,010,095 7,327,100
Medical and dental expense: Number 7,783 1,290
Amount 108,678 49,523
Taxes paid: Number 255,618 105,158
Amount 2,760,969 4,363,428
Interest paid: Number 215,001 87,638
Amount 2,288,765 1,888,437
Contributions: Number 243,723 101,756
Amount 621,314 2,292,792
Taxable income: Number 271,635 108,920
Amount 28,031,524 67,449,956
Total tax credits: (8) Number 96,721 44,553
Amount 65,099 137,281
Child care credit: Number 26,309 8,229
Amount 12,340 4,098
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 271,677 108,950
Amount 6,342,085 20,238,219
Total tax liability: (12) Number 271,755 108,969
Amount 6,596,971 20,536,761
Tax due at time of filing: (13) Number 123,102 65,072
Amount 732,972 4,097,040
Overpayments: (14) Number 131,881 26,257
Amount 535,192 455,414
MICHIGAN
Number of returns 331,692 80,674
Number of joint returns 295,733 71,374
Number with paid preparer’s signature 196,270 61,993
Number of exemptions (3) 985,383 238,043
Adjusted gross income (AGI) (4) 43,095,130 39,741,750
Salaries and wages in AGI: (5) Number 307,327 70,397
Amount 33,022,167 18,885,119
Taxable interest: Number 306,211 78,361
Amount 997,716 1,770,075
Tax-exempt interest: (6) Number 33,287 25,894
Amount 228,298 723,926
Dividends: Number 209,794 69,810
Amount 976,453 1,802,002
Business or profession net
income (less loss):
Number 58,478 19,601
Amount 1,312,997 1,314,708
Number of farm returns 3,715 1,274
Net capital gain (less loss)
in AGI: Number 183,948 67,698
Amount 2,128,791 8,200,188
Taxable Individual Retirement
Arrangements distributions: Number 37,562 8,593
Amount 881,353 542,275
Pensions and annuities in AGI: Number 73,930 17,198
Amount 1,921,582 708,574
Social Security benefits in AGI: Number 41,821 14,164
Amount 624,799 238,246
Total statutory adjustments: Number 68,818 31,114
Amount 317,247 300,062
Self-employment retirement
plans: (6) Number 10,520 6,977
Amount 96,103 116,275
Total itemized deductions: (7) Number 308,303 77,446
Amount 6,726,780 4,304,637
Medical and dental expense: Number 5,366 651
Amount 61,585 21,747
Taxes paid: Number 308,594 77,540
Amount 2,668,995 2,242,389
Interest paid: Number 274,844 64,027
Amount 2,674,695 1,354,172
Contributions: Number 297,116 75,392
Amount 1,056,212 1,230,311
Taxable income: Number 331,518 80,595
Amount 33,485,617 35,337,105
Total tax credits: (8) Number 118,889 31,176
Amount 87,421 87,772
Child care credit: Number 26,906 3,660
Amount 11,612 1,646
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 331,547 80,624
Amount 7,447,055 10,643,747
Total tax liability: (12) Number 331,606 80,642
Amount 7,660,470 10,793,223
Tax due at time of filing: (13) Number 133,343 44,141
Amount 652,390 1,546,416
Overpayments: (14) Number 179,387 23,019
Amount 700,120 363,515
MINNESOTA
Number of returns 159,911 50,475
Number of joint returns 142,622 44,598
Number with paid preparer’s signature 94,362 38,974
Number of exemptions (3) 482,956 151,984
Adjusted gross income (AGI) (4) 21,016,932 27,035,863
Salaries and wages in AGI: (5) Number 146,744 44,677
Amount 15,301,366 12,152,213
Taxable interest: Number 148,385 49,166
Amount 452,553 1,083,815
Tax-exempt interest: (6) Number 21,280 16,776
Amount 133,527 470,453
Dividends: Number 113,858 44,265
Amount 453,002 967,267
Business or profession net
income (less loss):
Number 32,771 12,306
Amount 805,476 715,353
Number of farm returns 4,272 1,532
Net capital gain (less loss)
in AGI: Number 101,646 43,593
Amount 1,247,749 6,419,875
Taxable Individual Retirement
Arrangements distributions: Number 20,536 4,797
Amount 439,838 270,928
Pensions and annuities in AGI: Number 33,549 9,827
Amount 922,403 340,788
Social Security benefits in AGI: Number 19,561 6,841
Amount 273,471 111,022
Total statutory adjustments: Number 41,486 20,402
Amount 214,614 199,372
Self-employment retirement
plans: (6) Number 8,020 4,889
Amount 73,865 78,574
Total itemized deductions: (7) Number 154,910 49,439
Amount 3,734,183 3,619,715
Medical and dental expense: Number 4,308 351
Amount 42,742 11,201
Taxes paid: Number 154,894 49,453
Amount 1,648,633 2,176,504
Interest paid: Number 135,572 41,823
Amount 1,375,535 903,887
Contributions: Number 150,104 48,285
Amount 542,164 958,594
Taxable income: Number 159,782 50,409
Amount 15,921,085 23,288,540
Total tax credits: (8) Number 60,585 19,490
Amount 42,720 50,228
Child care credit: Number 14,946 3,127
Amount 5,792 1,283
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 159,813 50,456
Amount 3,522,638 7,052,642
Total tax liability: (12) Number 159,851 50,464
Amount 3,656,616 7,151,042
Tax due at time of filing: (13) Number 79,415 30,201
Amount 439,820 1,293,985
Overpayments: (14) Number 71,356 13,186
Amount 261,738 192,260
MISSISSIPPI
Number of returns 35,355 11,030
Number of joint returns 31,610 9,655
Number with paid preparer’s signature 24,423 9,722
Number of exemptions (3) 100,721 31,436
Adjusted gross income (AGI) (4) 4,596,900 5,473,204
Salaries and wages in AGI: (5) Number 30,601 8,820
Amount 2,908,220 1,967,868
Taxable interest: Number 31,604 10,637
Amount 157,769 279,540
Tax-exempt interest: (6) Number 3,631 3,018
Amount 36,296 75,474
Dividends: Number 21,984 9,216
Amount 118,706 215,805
Business or profession net
income (less loss):
Number 9,301 4,064
Amount 296,813 399,204
Number of farm returns 3,218 1,600
Net capital gain (less loss)
in AGI: Number 19,737 8,986
Amount 305,019 1,192,922
Taxable Individual Retirement
Arrangements distributions: Number 4,614 1,223
Amount 110,635 59,315
Pensions and annuities in AGI: Number 10,050 2,577
Amount 283,639 93,800
Social Security benefits in AGI: Number 6,479 2,378
Amount 93,138 39,041
Total statutory adjustments: Number 11,915 5,922
Amount 64,670 65,229
Self-employment retirement
plans: (6) Number 1,762 1,424
Amount 18,346 27,067
Total itemized deductions: (7) Number 30,970 10,209
Amount 695,280 735,321
Medical and dental expense: Number 1,668 134
Amount 13,647 3,371
Taxes paid: Number 30,985 10,209
Amount 206,017 251,075
Interest paid: Number 26,019 7,813
Amount 231,860 200,505
Contributions: Number 29,281 9,786
Amount 170,629 266,685
Taxable income: Number 35,296 10,997
Amount 3,593,026 4,708,902
Total tax credits: (8) Number 11,134 3,335
Amount 8,826 7,192
Child care credit: Number 2,732 446
Amount 1,196 212
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 35,301 10,999
Amount 796,786 1,408,943
Total tax liability: (12) Number 35,327 11,013
Amount 844,775 1,449,087
Tax due at time of filing: (13) Number 18,813 6,574
Amount 134,902 280,995
Overpayments: (14) Number 13,658 2,405
Amount 55,399 53,314
MISSOURI
Number of returns 127,085 38,259
Number of joint returns 112,258 33,227
Number with paid preparer’s signature 78,967 30,224
Number of exemptions (3) 371,112 112,175
Adjusted gross income (AGI) (4) 16,596,730 20,610,102
Salaries and wages in AGI: (5) Number 112,855 32,319
Amount 11,540,455 8,998,512
Taxable interest: Number 116,262 37,059
Amount 495,279 901,242
Tax-exempt interest: (6) Number 17,473 13,931
Amount 153,287 415,906
Dividends: Number 87,810 33,660
Amount 460,705 920,640
Business or profession net
income (less loss):
Number 26,637 10,451
Amount 729,641 679,146
Number of farm returns 5,594 2,199
Net capital gain (less loss)
in AGI: Number 78,534 32,862
Amount 1,086,204 4,662,596
Taxable Individual Retirement
Arrangements distributions: Number 18,313 4,548
Amount 440,952 245,917
Pensions and annuities in AGI: Number 32,105 8,526
Amount 792,972 292,088
Social Security benefits in AGI: Number 20,056 7,364
Amount 285,246 121,277
Total statutory adjustments: Number 34,234 16,779
Amount 180,029 170,986
Self-employment retirement
plans: (6) Number 5,736 4,221
Amount 56,131 70,366
Total itemized deductions: (7) Number 117,170 36,655
Amount 2,548,128 2,373,074
Medical and dental expense: Number 4,152 503
Amount 51,565 19,910
Taxes paid: Number 117,168 36,663
Amount 994,990 1,255,612
Interest paid: Number 100,328 29,090
Amount 942,880 628,124
Contributions: Number 110,857 35,332
Amount 431,895 760,805
Taxable income: Number 126,958 38,213
Amount 12,956,533 18,143,592
Total tax credits: (8) Number 46,104 14,972
Amount 31,501 33,020
Child care credit: Number 11,435 1,873
Amount 4,962 881
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 126,974 38,227
Amount 2,878,558 5,562,196
Total tax liability: (12) Number 127,014 38,242
Amount 3,001,211 5,658,779
Tax due at time of filing: (13) Number 60,697 22,376
Amount 360,990 1,082,297
Overpayments: (14) Number 57,682 9,625
Amount 226,518 149,103
MONTANA
Number of returns 13,570 4,610
Number of joint returns 11,861 3,955
Number with paid preparer’s signature 10,272 4,069
Number of exemptions (3) 38,032 12,920
Adjusted gross income (AGI) (4) 1,786,537 2,189,794
Salaries and wages in AGI: (5) Number 10,701 3,480
Amount 873,153 629,252
Taxable interest: Number 12,911 4,516
Amount 89,054 139,130
Tax-exempt interest: (6) Number 2,877 1,767
Amount 26,681 44,427
Dividends: Number 10,141 4,016
Amount 67,291 105,824
Business or profession net
income (less loss):
Number 4,004 1,623
Amount 126,109 111,119
Number of farm returns 1,180 513
Net capital gain (less loss)
in AGI: Number 9,856 4,033
Amount 221,856 660,831
Taxable Individual Retirement
Arrangements distributions: Number 2,266 531
Amount 56,213 30,805
Pensions and annuities in AGI: Number 3,747 974
Amount 101,373 31,294
Social Security benefits in AGI: Number 3,062 974
Amount 41,539 14,120
Total statutory adjustments: Number 5,521 2,371
Amount 36,387 25,384
Self-employment retirement
plans: (6) Number 1,097 615
Amount 12,764 11,719
Total itemized deductions: (7) Number 12,442 4,328
Amount 281,166 261,371
Medical and dental expense: Number 838 67
Amount 7,267 1,421
Taxes paid: Number 12,438 4,326
Amount 126,437 153,806
Interest paid: Number 9,638 3,219
Amount 88,206 58,765
Contributions: Number 11,687 4,140
Amount 49,224 77,806
Taxable income: Number 13,552 4,603
Amount 1,393,228 1,916,301
Total tax credits: (8) Number 5,091 1,774
Amount 3,681 7,834
Child care credit: Number 802 190
Amount 281 74
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 13,559 4,604
Amount 304,369 542,884
Total tax liability: (12) Number 13,562 4,607
Amount 326,913 555,959
Tax due at time of filing: (13) Number 7,490 2,431
Amount 60,319 75,194
Overpayments: (14) Number 4,277 1,071
Amount 19,862 16,463
NEBRASKA
Number of returns 36,408 10,942
Number of joint returns 32,635 9,717
Number with paid preparer’s signature 24,175 9,148
Number of exemptions (3) 109,043 32,581
Adjusted gross income (AGI) (4) 4,747,983 6,414,646
Salaries and wages in AGI: (5) Number 31,904 9,207
Amount 3,039,875 2,223,158
Taxable interest: Number 34,596 10,769
Amount 164,037 326,691
Tax-exempt interest: (6) Number 5,965 4,098
Amount 49,575 140,947
Dividends: Number 26,230 9,619
Amount 127,433 259,665
Business or profession net
income (less loss):
Number 8,417 3,094
Amount 203,708 169,561
Number of farm returns 2,403 829
Net capital gain (less loss)
in AGI: Number 25,123 9,623
Amount 377,822 1,958,561
Taxable Individual Retirement
Arrangements distributions: Number 5,531 1,457
Amount 112,793 82,443
Pensions and annuities in AGI: Number 8,972 2,426
Amount 221,880 75,833
Social Security benefits in AGI: Number 6,451 2,276
Amount 95,137 38,456
Total statutory adjustments: Number 11,531 5,039
Amount 60,100 44,121
Self-employment retirement
plans: (6) Number 2,000 1,086
Amount 19,193 17,876
Total itemized deductions: (7) Number 33,283 10,453
Amount 760,577 856,093
Medical and dental expense: Number 1,288 124
Amount 14,243 3,616
Taxes paid: Number 33,283 10,462
Amount 335,113 371,812
Interest paid: Number 27,350 8,054
Amount 238,259 196,818
Contributions: Number 32,300 10,229
Amount 138,544 376,609
Taxable income: Number 36,377 10,930
Amount 3,664,919 5,529,877
Total tax credits: (8) Number 14,081 4,195
Amount 9,920 8,000
Child care credit: Number 3,404 566
Amount 1,367 227
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 36,371 10,930
Amount 802,840 1,640,962
Total tax liability: (12) Number 36,380 10,934
Amount 842,757 1,664,320
Tax due at time of filing: (13) Number 18,567 6,333
Amount 137,312 365,408
Overpayments: (14) Number 15,093 2,800
Amount 58,602 46,173
NEVADA
Number of returns 48,902 18,378
Number of joint returns 40,385 14,116
Number with paid preparer’s signature 31,200 15,056
Number of exemptions (3) 130,647 45,983
Adjusted gross income (AGI) (4) 6,391,096 14,913,233
Salaries and wages in AGI: (5) Number 41,579 13,714
Amount 4,146,532 3,973,566
Taxable interest: Number 42,036 17,460
Amount 235,224 982,796
Tax-exempt interest: (6) Number 4,891 5,158
Amount 73,517 332,300
Dividends: Number 28,486 15,151
Amount 172,010 692,493
Business or profession net
income (less loss):
Number 10,754 5,012
Amount 285,987 463,030
Number of farm returns 494 387
Net capital gain (less loss)
in AGI: Number 26,959 15,346
Amount 437,932 5,738,799
Taxable Individual Retirement
Arrangements distributions: Number 6,660 2,142
Amount 194,317 169,384
Pensions and annuities in AGI: Number 14,996 4,543
Amount 467,468 198,473
Social Security benefits in AGI: Number 8,836 4,240
Amount 113,396 62,655
Total statutory adjustments: Number 13,177 7,511
Amount 75,118 88,402
Self-employment retirement 1,754 1,324
plans: (6) Number
Amount 20,327 26,993
Total itemized deductions: (7) Number 40,986 14,639
Amount 994,907 1,497,500
Medical and dental expense: Number 2,055 218
Amount 18,201 5,969
Taxes paid: Number 40,501 14,497
Amount 141,841 280,099
Interest paid: Number 37,999 13,076
Amount 507,993 544,990
Contributions: Number 38,513 13,729
Amount 137,951 413,016
Taxable income: Number 48,798 18,314
Amount 4,983,495 13,382,408
Total tax credits: (8) Number 14,860 5,677
Amount 12,093 49,049
Child care credit: Number 4,297 623
Amount 2,091 313
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 48,806 18,321
Amount 1,120,511 3,992,874
Total tax liability: (12) Number 48,839 18,334
Amount 1,166,081 4,040,517
Tax due at time of filing: (13) Number 24,461 10,510
Amount 158,634 724,690
Overpayments: (14) Number 20,789 4,151
Amount 90,245 133,797
NEW HAMPSHIRE
Number of returns 48,297 15,602
Number of joint returns 42,074 13,373
Number with paid preparer’s signature 26,924 11,568
Number of exemptions (3) 142,222 44,962
Adjusted gross income (AGI) (4) 6,387,730 9,283,931
Salaries and wages in AGI: (5) Number 43,387 13,189
Amount 4,637,247 4,291,617
Taxable interest: Number 46,484 15,378
Amount 145,677 269,699
Tax-exempt interest: (6) Number 5,757 4,871
Amount 48,015 153,851
Dividends: Number 32,754 13,513
Amount 168,302 358,101
Business or profession net
income (less loss):
Number 10,403 3,938
Amount 340,544 344,798
Number of farm returns 257 163
Net capital gain (less loss)
in AGI: Number 30,814 13,568
Amount 475,660 3,143,173
Taxable Individual Retirement
Arrangements distributions: Number 5,792 1,515
Amount 137,903 89,994
Pensions and annuities in AGI: Number 10,353 3,189
Amount 267,936 124,201
Social Security benefits in AGI: Number 6,169 2,703
Amount 87,221 42,026
Total statutory adjustments: Number 13,379 6,018
Amount 77,400 62,797
Self-employment retirement 2,532 1,426
plans: (6) Number
Amount 25,437 24,988
Total itemized deductions: (7) Number 41,614 12,760
Amount 834,632 592,780
Medical and dental expense: Number 1,405 193
Amount 17,386 5,832
Taxes paid: Number 41,632 12,817
Amount 310,872 251,098
Interest paid: Number 37,507 10,837
Amount 363,455 216,582
Contributions: Number 39,409 12,324
Amount 107,029 214,876
Taxable income: Number 48,260 15,595
Amount 5,116,781 8,633,478
Total tax credits: (8) Number 17,903 5,860
Amount 12,623 18,146
Child care credit: Number 4,479 848
Amount 2,019 423
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 48,262 15,597
Amount 1,151,000 2,539,490
Total tax liability: (12) Number 48,272 15,600
Amount 1,199,092 2,575,099
Tax due at time of filing: (13) Number 23,965 9,894
Amount 140,329 588,265
Overpayments: (14) Number 21,337 3,510
Amount 82,373 61,548
NEW JERSEY
Number of returns 402,499 145,265
Number of joint returns 345,531 127,969
Number with paid preparer’s signature 246,755 107,314
Number of exemptions (3) 1,184,034 445,135
Adjusted gross income (AGI) (4) 53,724,538 83,389,019
Salaries and wages in AGI: (5) Number 371,251 129,743
Amount 41,918,201 46,724,403
Taxable interest: Number 369,972 139,531
Amount 1,194,976 2,533,836
Tax-exempt interest: (6) Number 50,159 48,037
Amount 457,166 1,469,090
Dividends: Number 283,783 130,068
Amount 1,200,860 2,562,849
Business or profession net
income (less loss):
Number 74,001 32,102
Amount 1,881,696 2,607,859
Number of farm returns 1,764 1,087
Net capital gain (less loss)
in AGI: Number 250,756 125,034
Amount 2,407,147 17,451,398
Taxable Individual Retirement
Arrangements distributions: Number 43,434 12,900
Amount 974,286 711,251
Pensions and annuities in AGI: Number 84,582 26,250
Amount 2,062,899 956,312
Social Security benefits in AGI: Number 51,174 19,507
Amount 783,883 334,631
Total statutory adjustments: Number 93,266 50,448
Amount 491,745 637,415
Self-employment retirement
plans: (6) Number 16,032 14,984
Amount 156,793 275,212
Total itemized deductions: (7) Number 377,761 142,261
Amount 9,459,049 9,731,356
Medical and dental expense: Number 16,704 1,756
Amount 153,130 43,828
Taxes paid: Number 378,081 142,344
Amount 4,226,928 6,494,999
Interest paid: Number 323,623 121,421
Amount 3,422,035 2,670,998
Contributions: Number 364,912 138,651
Amount 1,083,500 1,896,060
Taxable income: Number 402,137 145,107
Amount 40,968,532 73,313,303
Total tax credits: (8) Number 139,852 51,954
Amount 93,718 151,235
Child care credit: Number 40,845 9,786
Amount 20,427 5,167
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 402,190 145,194
Amount 9,251,040 23,061,971
Total tax liability: (12) Number 402,315 145,210
Amount 9,544,703 23,409,452
Tax due at time of filing: (13) Number 162,279 80,711
Amount 810,523 3,272,834
Overpayments: (14) Number 216,938 42,987
Amount 873,809 575,311
NEW MEXICO
Number of returns 26,210 5,442
Number of joint returns 22,638 4,512
Number with paid preparer’s signature 13,675 4,114
Number of exemptions (3) 71,245 13,806
Adjusted gross income (AGI) (4) 3,405,607 2,227,980
Salaries and wages in AGI: (5) Number 22,215 4,160
Amount 2,220,909 855,885
Taxable interest: Number 24,660 5,324
Amount 117,781 109,520
Tax-exempt interest: (6) Number 4,459 2,051
Amount 39,880 53,726
Dividends: Number 17,979 4,696
Amount 103,089 131,435
Business or profession net
income (less loss):
Number 5,874 1,609
Amount 122,472 106,256
Number of farm returns 851 294
Net capital gain (less loss)
in AGI: Number 16,323 4,613
Amount 253,037 500,543
Taxable Individual Retirement
Arrangements distributions: Number 3,969 762
Amount 91,185 42,739
Pensions and annuities in AGI: Number 8,339 1,515
Amount 277,641 64,696
Social Security benefits in AGI: Number 5,198 1,378
Amount 71,210 20,851
Total statutory adjustments: Number 6,942 2,179
Amount 32,629 20,095
Self-employment retirement
plans: (6) Number 1,018 426
Amount 9,850 7,682
Total itemized deductions: (7) Number 23,901 5,192
Amount 543,364 307,921
Medical and dental expense: Number 1,184 91
Amount 12,021 2,415
Taxes paid: Number 23,874 5,198
Amount 205,616 162,380
Interest paid: Number 19,895 3,646
Amount 209,984 74,185
Contributions: Number 22,221 4,894
Amount 88,405 85,568
Taxable income: Number 26,174 5,436
Amount 2,649,894 1,904,970
Total tax credits: (8) Number 8,903 2,090
Amount 6,205 3,918
Child care credit: Number 1,782 232
Amount 774 109
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 26,180 5,438
Amount 586,793 554,286
Total tax liability: (12) Number 26,193 5,440
Amount 606,871 565,330
Tax due at time of filing: (13) Number 11,356 2,728
Amount 60,976 83,317
Overpayments: (14) Number 12,714 1,647
Amount 48,969 23,056
NEW YORK
Number of returns 592,105 233,581
Number of joint returns 465,120 183,386
Number with paid preparer’s signature 395,232 184,994
Number of exemptions (3) 1,620,630 636,855
Adjusted gross income (AGI) (4) 78,488,293 160,756,279
Salaries and wages in AGI: (5) Number 533,271 199,047
Amount 57,727,279 77,079,338
Taxable interest: Number 559,504 227,337
Amount 2,119,445 6,563,303
Tax-exempt interest: (6) Number 89,918 89,766
Amount 936,526 3,714,567
Dividends: Number 410,180 207,576
Amount 1,979,799 6,438,420
Business or profession net
income (less loss):
Number 122,381 59,127
Amount 3,078,931 5,374,461
Number of farm returns 1,938 955
Net capital gain (less loss)
in AGI: Number 368,697 200,353
Amount 4,127,532 41,945,164
Taxable Individual Retirement
Arrangements distributions: Number 73,749 24,529
Amount 1,621,647 1,503,783
Pensions and annuities in AGI: Number 140,098 44,126
Amount 4,105,538 1,914,336
Social Security benefits in AGI: Number 91,771 39,745
Amount 1,439,362 810,479
Total statutory adjustments: Number 145,185 90,684
Amount 817,501 1,374,550
Self-employment retirement
plans: (6) Number 30,191 31,136
Amount 315,122 640,010
Total itemized deductions: (7) Number 566,221 229,357
Amount 14,590,129 23,206,671
Medical and dental expense: Number 24,959 3,940
Amount 292,274 129,774
Taxes paid: Number 566,006 229,324
Amount 7,319,158 15,430,265
Interest paid: Number 429,138 181,424
Amount 4,085,258 4,946,992
Contributions: Number 546,176 221,467
Amount 1,823,004 5,520,996
Taxable income: Number 591,196 233,177
Amount 59,328,073 139,186,559
Total tax credits: (8) Number 197,561 92,657
Amount 133,859 507,416
Child care credit: Number 48,925 13,247
Amount 23,979 7,328
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 591,433 233,403
Amount 13,505,380 44,132,499
Total tax liability: (12) Number 591,706 233,475
Amount 13,988,379 45,012,277
Tax due at time of filing: (13) Number 242,437 125,180
Amount 1,327,626 5,367,875
Overpayments: (14) Number 305,255 62,022
Amount 1,259,525 1,045,020
NORTH CAROLINA
Number of returns 191,384 61,278
Number of joint returns 170,640 54,217
Number with paid preparer’s signature 113,473 47,965
Number of exemptions (3) 544,101 175,978
Adjusted gross income (AGI) (4) 25,211,361 29,751,374
Salaries and wages in AGI: (5) Number 169,997 51,633
Amount 17,630,074 13,553,434
Taxable interest: Number 178,945 59,992
Amount 659,853 1,156,529
Tax-exempt interest: (6) Number 22,818 19,073
Amount 188,987 464,235
Dividends: Number 131,363 53,665
Amount 689,627 1,248,136
Business or profession net
income (less loss):
Number 40,871 15,947
Amount 1,050,878 1,132,435
Number of farm returns 4,444 1,964
Net capital gain (less loss)
in AGI: Number 117,921 52,405
Amount 1,595,735 6,720,531
Taxable Individual Retirement
Arrangements distributions: Number 26,242 6,904
Amount 639,520 398,771
Pensions and annuities in AGI: Number 49,693 13,603
Amount 1,374,184 496,889
Social Security benefits in AGI: Number 29,486 10,971
Amount 428,410 206,359
Total statutory adjustments: Number 53,839 26,051
Amount 272,820 267,492
Self-employment retirement
plans: (6) Number 8,478 6,457
Amount 80,163 112,723
Total itemized deductions: (7) Number 182,929 59,735
Amount 4,595,575 4,021,463
Medical and dental expense: Number 7,876 779
Amount 81,852 22,906
Taxes paid: Number 182,960 59,767
Amount 1,841,152 2,203,877
Interest paid: Number 160,087 50,170
Amount 1,752,051 1,118,603
Contributions: Number 174,467 58,036
Amount 782,855 1,120,706
Taxable income: Number 191,175 61,212
Amount 19,065,579 25,874,832
Total tax credits: (8) Number 66,487 23,186
Amount 44,448 63,036
Child care credit: Number 17,820 3,241
Amount 7,531 1,473
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 191,217 61,232
Amount 4,220,061 7,746,787
Total tax liability: (12) Number 191,300 61,250
Amount 4,403,212 7,888,983
Tax due at time of filing: (13) Number 91,336 35,382
Amount 540,474 1,378,200
Overpayments: (14) Number 87,610 16,237
Amount 353,684 235,228
NORTH DAKOTA
Number of returns 10,047 3,016
Number of joint returns 8,975 2,681
Number with paid preparer’s signature 7,582 2,637
Number of exemptions (3) 30,031 8,975
Adjusted gross income (AGI) (4) 1,320,477 1,342,538
Salaries and wages in AGI: (5) Number 8,238 2,565
Amount 706,233 496,978
Taxable interest: Number 9,630 2,970
Amount 56,398 70,686
Tax-exempt interest: (6) Number 1,978 1,102
Amount 15,281 21,420
Dividends: Number 7,232 2,549
Amount 36,299 42,195
Business or profession net
income (less loss):
Number 2,577 885
Amount 75,432 45,626
Number of farm returns 1,521 352
Net capital gain (less loss)
in AGI: Number 7,029 2,580
Amount 107,218 320,656
Taxable Individual Retirement
Arrangements distributions: Number 1,615 327
Amount 35,356 15,516
Pensions and annuities in AGI: Number 2,282 588
Amount 54,398 20,594
Social Security benefits in AGI: Number 2,159 587
Amount 30,805 9,482
Total statutory adjustments: Number 4,107 1,518
Amount 24,695 11,149
Self-employment retirement
plans: (6) Number 855 245
Amount 8,728 3,937
Total itemized deductions: (7) Number 7,296 2,647
Amount 141,573 131,449
Medical and dental expense: Number 360 21
Amount 4,012 582
Taxes paid: Number 7,292 2,650
Amount 50,045 58,311
Interest paid: Number 5,895 2,003
Amount 47,530 37,595
Contributions: Number 7,023 2,575
Amount 31,558 45,382
Taxable income: Number 10,041 3,014
Amount 1,075,173 1,200,835
Total tax credits: (8) Number 3,895 1,272
Amount 3,180 4,952
Child care credit: Number 791 175
Amount 300 70
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 10,037 3,014
Amount 239,287 343,098
Total tax liability: (12) Number 10,043 3,015
Amount 258,133 349,422
Tax due at time of filing: (13) Number 5,996 1,801
Amount 63,046 84,925
Overpayments: (14) Number 3,163 762
Amount 13,149 11,512
OHIO
Number of returns 251,898 79,380
Number of joint returns 211,884 66,555
Number with paid preparer’s signature 138,386 60,515
Number of exemptions (3) 738,513 231,096
Adjusted gross income (AGI) (4) 33,024,888 37,879,648
Salaries and wages in AGI: (5) Number 223,513 67,512
Amount 23,004,205 17,227,905
Taxable interest: Number 230,874 76,693
Amount 892,766 1,523,018
Tax-exempt interest: (6) Number 34,133 28,820
Amount 264,478 709,853
Dividends: Number 176,215 71,033
Amount 999,097 1,996,075
Business or profession net
income (less loss):
Number 52,889 21,463
Amount 1,575,265 1,466,254
Number of farm returns 4,986 2,036
Net capital gain (less loss)
in AGI: Number 153,500 67,748
Amount 2,113,650 7,851,255
Taxable Individual Retirement
Arrangements distributions: Number 35,626 9,531
Amount 965,606 654,496
Pensions and annuities in AGI: Number 61,057 17,608
Amount 1,598,831 659,647
Social Security benefits in AGI: Number 38,451 14,650
Amount 533,466 239,477
Total statutory adjustments: Number 66,521 33,716
Amount 373,585 352,112
Self-employment retirement
plans: (6) Number 12,309 8,528
Amount 126,862 152,395
Total itemized deductions: (7) Number 234,314 76,877
Amount 5,481,244 5,165,296
Medical and dental expense: Number 5,841 885
Amount 86,995 34,963
Taxes paid: Number 234,266 76,895
Amount 2,506,530 3,099,248
Interest paid: Number 198,786 61,299
Amount 1,915,400 1,205,947
Contributions: Number 220,491 73,895
Amount 803,372 1,351,876
Taxable income: Number 251,638 79,270
Amount 25,417,793 32,626,696
Total tax credits: (8) Number 90,713 30,645
Amount 64,869 72,706
Child care credit: Number 17,994 3,002
Amount 8,316 1,421
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 251,700 79,325
Amount 5,697,149 9,860,446
Total tax liability: (12) Number 251,776 79,350
Amount 5,941,306 10,045,261
Tax due at time of filing: (13) Number 106,789 41,844
Amount 626,285 1,516,847
Overpayments: (14) Number 125,393 22,495
Amount 527,231 346,772
OKLAHOMA
Number of returns 56,852 17,576
Number of joint returns 50,634 15,403
Number with paid preparer’s signature 35,741 14,090
Number of exemptions (3) 160,835 50,028
Adjusted gross income (AGI) (4) 7,410,996 8,933,372
Salaries and wages in AGI: (5) Number 48,585 14,502
Amount 4,775,211 3,380,592
Taxable interest: Number 52,371 17,089
Amount 257,892 431,920
Tax-exempt interest: (6) Number 7,277 5,539
Amount 78,794 173,810
Dividends: Number 35,953 14,545
Amount 173,143 339,117
Business or profession net
income (less loss):
Number 15,769 6,784
Amount 392,196 443,012
Number of farm returns 4,363 1,751
Net capital gain (less loss)
in AGI: Number 33,449 14,466
Amount 445,865 1,988,305
Taxable Individual Retirement
Arrangements distributions: Number 8,584 2,058
Amount 240,518 124,687
Pensions and annuities in AGI: Number 16,113 3,755
Amount 430,334 132,240
Social Security benefits in AGI: Number 11,008 3,717
Amount 160,139 61,565
Total statutory adjustments: Number 17,991 8,593
Amount 84,377 72,596
Self-employment retirement
plans: (6) Number 2,286 1,596
Amount 23,005 27,556
Total itemized deductions: (7) Number 52,961 16,842
Amount 1,161,650 1,000,883
Medical and dental expense: Number 2,797 273
Amount 27,699 8,875
Taxes paid: Number 53,077 16,841
Amount 473,451 532,190
Interest paid: Number 43,012 12,635
Amount 360,988 260,239
Contributions: Number 49,951 16,188
Amount 252,146 424,586
Taxable income: Number 56,794 17,552
Amount 5,780,731 7,892,289
Total tax credits: (8) Number 18,102 6,040
Amount 15,054 24,894
Child care credit: Number 3,976 666
Amount 1,643 310
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 56,798 17,562
Amount 1,287,068 2,376,396
Total tax liability: (12) Number 56,823 17,568
Amount 1,349,537 2,420,726
Tax due at time of filing: (13) Number 29,051 10,057
Amount 193,994 409,532
Overpayments: (14) Number 23,288 4,177
Amount 93,489 73,902
OREGON
Number of returns 86,588 27,958
Number of joint returns 75,246 24,052
Number with paid preparer’s signature 53,903 21,928
Number of exemptions (3) 241,168 79,716
Adjusted gross income (AGI) (4) 11,383,585 14,797,219
Salaries and wages in AGI: (5) Number 73,807 22,864
Amount 7,301,069 6,099,389
Taxable interest: Number 80,331 27,090
Amount 356,986 602,302
Tax-exempt interest: (6) Number 12,892 8,987
Amount 104,278 207,579
Dividends: Number 59,159 24,357
Amount 305,671 603,797
Business or profession net
income (less loss):
Number 19,608 7,024
Amount 613,862 538,563
Number of farm returns 3,893 1,766
Net capital gain (less loss)
in AGI: Number 55,889 24,063
Amount 950,540 4,248,783
Taxable Individual Retirement
Arrangements distributions: Number 12,503 2,989
Amount 308,352 178,262
Pensions and annuities in AGI: Number 21,252 5,490
Amount 667,175 201,357
Social Security benefits in AGI: Number 14,431 4,885
Amount 202,180 76,940
Total statutory adjustments: Number 25,751 11,232
Amount 166,344 139,751
Self-employment retirement
plans: (6) Number 5,449 3,172
Amount 60,148 60,587
Total itemized deductions: (7) Number 83,742 27,180
Amount 2,252,756 2,091,048
Medical and dental expense: Number 3,342 339
Amount 34,659 9,496
Taxes paid: Number 83,703 27,179
Amount 1,032,284 1,268,422
Interest paid: Number 71,063 22,322
Amount 826,786 511,856
Contributions: Number 77,703 25,888
Amount 283,990 529,995
Taxable income: Number 86,475 27,923
Amount 8,462,649 12,641,510
Total tax credits: (8) Number 30,030 10,561
Amount 19,747 54,687
Child care credit: Number 5,881 1,322
Amount 2,428 609
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 86,502 27,942
Amount 1,871,285 3,763,388
Total tax liability: (12) Number 86,534 27,948
Amount 1,969,783 3,827,584
Tax due at time of filing: (13) Number 41,393 16,159
Amount 284,828 807,099
Overpayments: (14) Number 37,913 7,041
Amount 161,150 115,237
PENNSYLVANIA
Number of returns 324,607 106,156
Number of joint returns 284,932 92,774
Number with paid preparer’s signature 183,749 80,753
Number of exemptions (3) 950,550 314,772
Adjusted gross income (AGI) (4) 42,653,531 56,416,286
Salaries and wages in AGI: (5) Number 287,806 90,033
Amount 30,265,912 25,781,215
Taxable interest: Number 302,826 102,712
Amount 1,119,200 2,055,590
Tax-exempt interest: (6) Number 44,963 37,734
Amount 501,728 1,240,121
Dividends: Number 234,217 95,744
Amount 1,315,246 2,829,866
Business or profession net
income (less loss):
Number 68,297 29,618
Amount 2,173,051 2,426,980
Number of farm returns 2,613 1,425
Net capital gain (less loss)
in AGI: Number 205,654 92,183
Amount 2,626,153 13,718,941
Taxable Individual Retirement
Arrangements distributions: Number 44,658 11,971
Amount 1,089,464 716,913
Pensions and annuities in AGI: Number 78,098 23,347
Amount 1,959,493 862,812
Social Security benefits in AGI: Number 49,964 18,925
Amount 759,045 322,907
Total statutory adjustments: Number 85,056 45,498
Amount 489,724 507,015
Self-employment retirement
plans: (6) Number 16,901 12,793
Amount 164,135 221,246
Total itemized deductions: (7) Number 291,373 99,464
Amount 6,316,742 5,449,251
Medical and dental expense: Number 9,991 1,460
Amount 134,981 48,554
Taxes paid: Number 291,673 99,661
Amount 2,593,583 2,672,320
Interest paid: Number 250,321 81,166
Amount 2,327,635 1,676,731
Contributions: Number 281,806 97,349
Amount 984,278 1,773,368
Taxable income: Number 324,367 106,050
Amount 33,476,384 50,782,596
Total tax credits: (8) Number 117,726 42,658
Amount 78,829 111,541
Child care credit: Number 26,189 5,663
Amount 12,373 2,905
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 324,395 108,089
Amount 7,489,946 15,421,544
Total tax liability: (12) Number 324,457 106,109
Amount 7,810,829 15,697,136
Tax due at time of filing: (13) Number 149,390 61,363
Amount 810,712 2,519,991
Overpayments: (14) Number 151,465 26,539
Amount 583,879 413,904
RHODE ISLAND
Number of returns 30,447 9,013
Number of joint returns 26,558 7,701
Number with paid preparer’s signature 18,646 7,243
Number of exemptions (3) 87,390 25,672
Adjusted gross income (AGI) (4) 3,977,858 4,849,852
Salaries and wages in AGI: (5) Number 27,270 7,668
Amount 2,765,149 1,857,113
Taxable interest: Number 28,969 8,874
Amount 102,598 163,367
Tax-exempt interest: (6) Number 3,860 3,223
Amount 36,464 90,125
Dividends: Number 20,683 7,962
Amount 102,427 193,774
Business or profession net
income (less loss):
Number 6,711 2,579
Amount 190,093 199,944
Number of farm returns 64 47
Net capital gain (less loss)
in AGI: Number 19,236 7,817
Amount 279,245 1,476,305
Taxable Individual Retirement
Arrangements distributions: Number 4,035 1,045
Amount 82,949 48,840
Pensions and annuities in AGI: Number 7,607 1,931
Amount 219,094 78,851
Social Security benefits in AGI: Number 4,700 1,706
Amount 69,523 28,525
Total statutory adjustments: Number 8,838 4,372
Amount 46,441 44,807
Self-employment retirement
plans: (6) Number 1,629 1,122
Amount 15,606 19,168
Total itemized deductions: (7) Number 29,114 8,770
Amount 679,098 584,445
Medical and dental expense: Number 817 107
Amount 12,672 4,146
Taxes paid: Number 29,104 8,772
Amount 330,119 393,616
Interest paid: Number 24,813 7,106
Amount 225,516 124,004
Contributions: Number 28,255 8,564
Amount 78,789 138,514
Taxable income: Number 30,422 9,009
Amount 3,049,315 4,240,736
Total tax credits: (8) Number 11,011 3,613
Amount 7,413 10,130
Child care credit: Number 2,663 450
Amount 1,215 223
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 30,427 9,008
Amount 675,296 1,233,917
Total tax liability: (12) Number 30,431 9,009
Amount 703,436 1,256,351
Tax due at time of filing: (13) Number 13,952 5,023
Amount 82,522 235,568
Overpayments: (14) Number 14,357 2,242
Amount 53,767 34,652
SOUTH CAROLINA
Number of returns 76,762 23,632
Number of joint returns 69,199 20,884
Number with paid preparer’s signature 49,404 19,827
Number of exemptions (3) 216,750 65,873
Adjusted gross income (AGI) (4) 10,011,614 11,171,066
Salaries and wages in AGI: (5) Number 67,000 19,221
Amount 6,605,033 4,570,260
Taxable interest: Number 71,280 23,145
Amount 283,476 448,945
Tax-exempt interest: (6) Number 9,593 7,486
Amount 88,259 198,442
Dividends: Number 50,926 20,510
Amount 298,079 514,908
Business or profession net
income (less loss):
Number 16,934 6,852
Amount 448,267 513,023
Number of farm returns 2,367 1,252
Net capital gain (less loss)
in AGI: Number 45,608 20,051
Amount 698,142 2,621,251
Taxable Individual Retirement
Arrangements distributions: Number 10,907 3,039
Amount 296,090 181,716
Pensions and annuities in AGI: Number 23,362 6,000
Amount 692,099 244,554
Social Security benefits in AGI: Number 14,261 5,222
Amount 205,860 83,870
Total statutory adjustments: Number 22,191 10,778
Amount 114,023 112,221
Self-employment retirement
plans: (6) Number 3,086 2,433
Amount 29,967 42,890
Total itemized deductions: (7) Number 72,444 22,765
Amount 1,776,379 1,460,684
Medical and dental expense: Number 3,624 385
Amount 35,034 9,497
Taxes paid: Number 72,445 22,779
Amount 671,084 729,829
Interest paid: Number 63,123 18,766
Amount 656,593 444,419
Contributions: Number 69,493 22,133
Amount 348,736 442,573
Taxable income: Number 76,686 23,606
Amount 7,607,392 9,651,633
Total tax credits: (8) Number 25,507 8,428
Amount 18,608 17,279
Child care credit: Number 6,764 1,048
Amount 3,050 534
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 76,691 23,616
Amount 1,671,113 2,833,253
Total tax liability: (12) Number 76,727 23,624
Amount 1,746,835 2,891,911
Tax due at time of filing: (13) Number 38,419 13,569
Amount 234,523 551,027
Overpayments: (14) Number 32,569 5,870
Amount 131,120 93,417
SOUTH DAKOTA
Number of returns 11,965 4,204
Number of joint returns 10,649 3,705
Number with paid preparer’s signature 9,032 3,706
Number of exemptions (3) 35,222 12,129
Adjusted gross income (AGI) (4) 1,581,031 2,326,813
Salaries and wages in AGI: (5) Number 9,798 3,379
Amount 826,248 709,074
Taxable interest: Number 11,168 4,112
Amount 73,995 130,250
Tax-exempt interest: (6) Number 2,165 1,532
Amount 20,931 43,902
Dividends: Number 8,655 3,650
Amount 51,618 93,003
Business or profession net
income (less loss):
Number 3,268 1,256
Amount 98,246 75,776
Number of farm returns 1,510 556
Net capital gain (less loss)
in AGI: Number 8,568 3,680
Amount 164,863 639,722
Taxable Individual Retirement
Arrangements distributions: Number 1,951 493
Amount 41,590 22,277
Pensions and annuities in AGI: Number 2,883 861
Amount 71,705 25,626
Social Security benefits in AGI: Number 2,567 904
Amount 36,563 14,290
Total statutory adjustments: Number 5,025 2,428
Amount 30,527 22,292
Self-employment retirement
plans: (6) Number 957 495
Amount 10,021 8,783
Total itemized deductions: (7) Number 7,525 2,647
Amount 139,555 183,532
Medical and dental expense: Number 426 33
Amount 5,230 651
Taxes paid: Number 7,270 2,593
Amount 26,006 27,238
Interest paid: Number 6,479 2,210
Amount 62,625 66,771
Contributions: Number 7,210 2,608
Amount 37,573 106,898
Taxable income: Number 11,957 4,199
Amount 1,311,465 2,122,263
Total tax credits: (8) Number 4,458 1,563
Amount 3,402 6,075
Child care credit: Number 1,109 207
Amount 434 89
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 11,953 4,200
Amount 291,514 671,854
Total tax liability: (12) Number 11,959 4,202
Amount 313,097 684,055
Tax due at time of filing: (13) Number 7,409 2,672
Amount 72,350 136,412
Overpayments: (14) Number 3,390 712
Amount 14,661 18,833
TENNESSEE
Number of returns 109,928 37,361
Number of joint returns 97,743 32,756
Number with paid preparer’s signature 64,787 30,105
Number of exemptions (3) 314,713 108,003
Adjusted gross income (AGI) (4) 14,457,129 19,672,050
Salaries and wages in AGI: (5) Number 96,026 30,383
Amount 9,953,502 8,900,397
Taxable interest: Number 100,794 36,430
Amount 430,881 876,244
Tax-exempt interest: (6) Number 11,380 10,847
Amount 106,060 329,075
Dividends: Number 68,186 31,470
Amount 343,947 824,933
Business or profession net
income (less loss):
Number 28,152 12,521
Amount 1,001,530 1,256,495
Number of farm returns 5,549 2,782
Net capital gain (less loss)
in AGI: Number 62,022 30,843
Amount 848,173 4,889,120
Taxable Individual Retirement
Arrangements distributions: Number 14,170 3,764
Amount 340,585 209,330
Pensions and annuities in AGI: Number 28,172 8,200
Amount 768,657 311,981
Social Security benefits in AGI: Number 16,785 6,442
Amount 248,204 107,407
Total statutory adjustments: Number 34,380 18,256
Amount 209,025 225,427
Self-employment retirement 6,289 5,234
plans: (6) Number
Amount 66,356 99,111
Total itemized deductions: (7) Number 84,976 28,910
Amount 1,720,981 1,645,908
Medical and dental expense: Number 3,301 392
Amount 37,198 12,360
Taxes paid: Number 83,525 28,687
Amount 230,524 284,345
Interest paid: Number 76,688 24,826
Amount 868,116 688,593
Contributions: Number 80,861 28,201
Amount 466,850 762,067
Taxable income: Number 109,834 37,321
Amount 11,689,570 17,884,381
Total tax credits: (8) Number 35,117 12,576
Amount 25,959 35,734
Child care credit: Number 9,593 1,691
Amount 4,190 813
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 109,820 37,327
Amount 2,638,633 5,377,166
Total tax liability: (12) Number 109,873 37,339
Amount 2,799,880 5,523,322
Tax due at time of filing: (13) Number 55,278 22,318
Amount 348,223 963,264
Overpayments: (14) Number 46,844 8,924
Amount 185,501 164,687
TEXAS
Number of returns 537,223 184,458
Number of joint returns 467,182 159,636
Number with paid preparer’s signature 278,336 134,318
Number of exemptions (3) 1,551,394 535,452
Adjusted gross income (AGI) (4) 71,157,192 198,369,279
Salaries and wages in AGI: (5) Number 481,016 154,906
Amount 52,254,687 51,246,204
Taxable interest: Number 478,306 177,347
Amount 1,809,152 4,707,399
Tax-exempt interest: (6) Number 56,266 52,985
Amount 563,290 1,901,851
Dividends: Number 337,648 157,014
Amount 1,471,411 3,868,029
Business or profession net
income (less loss):
Number 131,564 60,644
Amount 3,685,158 5,040,410
Number of farm returns 25,854 13,429
Net capital gain (less loss)
in AGI: Number 313,074 154,959
Amount 3,718,244 27,395,408
Taxable Individual Retirement
Arrangements distributions: Number 65,624 17,215
Amount 1,813,009 1,159,861
Pensions and annuities in AGI: Number 125,681 34,872
Amount 3,369,638 1,303,213
Social Security benefits in AGI: Number 68,977 27,129
Amount 979,894 433,428
Total statutory adjustments: Number 144,982 74,618
Amount 728,886 843,433
Self-employment retirement
plans: (6) Number 22,454 19,417
Amount 229,234 362,010
Total itemized deductions: (7) Number 411,057 140,826
Amount 8,010,856 7,772,255
Medical and dental expense: Number 17,871 2,261
Amount 190,230 69,846
Taxes paid: Number 400,373 137,284
Amount 1,800,414 1,544,909
Interest paid: Number 378,288 125,911
Amount 3,778,404 3,753,059
Contributions: Number 379,603 133,987
Amount 1,761,647 3,181,210
Taxable income: Number 536,867 184,304
Amount 58,003,513 100,194,991
Total tax credits: (8) Number 179,830 63,947
Amount 153,569 355,655
Child care credit: Number 48,016 8,882
Amount 22,566 4,391
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 536,826 184,337
Amount 13,213,664 30,922,038
Total tax liability: (12) Number 537,006 184,385
Amount 13,782,119 31,491,586
Tax due at time of filing: (13) Number 270,073 110,231
Amount 1,632,531 5,224,443
Overpayments: (14) Number 233,281 44,111
Amount 898,192 816,101
UTAH
Number of returns 45,053 13,909
Number of joint returns 41,110 12,354
Number with paid preparer’s signature 26,111 10,759
Number of exemptions (3) 156,848 48,266
Adjusted gross income (AGI) (4) 5,877,249 7,665,727
Salaries and wages in AGI: (5) Number 40,530 11,813
Amount 4,066,265 3,091,239
Taxable interest: Number 42,752 13,628
Amount 164,410 360,505
Tax-exempt interest: (6) Number 3,953 3,329
Amount 31,364 97,569
Dividends: Number 26,406 10,977
Amount 109,125 289,438
Business or profession net
income (less loss):
Number 11,129 3,933
Amount 231,618 262,341
Number of farm returns 1,122 462
Net capital gain (less loss)
in AGI: Number 25,441 11,282
Amount 369,419 2,100,256
Taxable Individual Retirement
Arrangements distributions: Number 5,261 1,196
Amount 135,831 76,649
Pensions and annuities in AGI: Number 10,455 2,503
Amount 307,400 112,999
Social Security benefits in AGI: Number 6,060 1,966
Amount 88,532 31,761
Total statutory adjustments: Number 13,173 5,831
Amount 60,314 52,731
Self-employment retirement
plans: (6) Number 1,465 1,046
Amount 14,979 18,708
Total itemized deductions: (7) Number 43,242 13,416
Amount 1,212,060 1,157,531
Medical and dental expense: Number 1,284 106
Amount 9,324 1,974
Taxes paid: Number 43,205 13,410
Amount 377,072 449,571
Interest paid: Number 37,462 10,825
Amount 439,487 259,186
Contributions: Number 41,721 12,987
Amount 346,429 564,548
Taxable income: Number 44,976 13,875
Amount 4,220,492 6,474,019
Total tax credits: (8) Number 17,197 3,780
Amount 15,656 25,826
Child care credit: Number 2,689 415
Amount 1,124 192
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 44,974 13,890
Amount 911,139 1,897,018
Total tax liability: (12) Number 45,008 13,893
Amount 948,728 1,945,941
Tax due at time of filing: (13) Number 21,322 8,123
Amount 132,908 407,830
Overpayments: (14) Number 21,072 3,760
Amount 93,453 71,276
VERMONT
Number of returns 14,777 4,790
Number of joint returns 12,775 4,025
Number with paid preparer’s signature 8,955 3,889
Number of exemptions (3) 42,255 13,334
Adjusted gross income (AGI) (4) 1,947,262 2,314,085
Salaries and wages in AGI: (5) Number 12,741 3,740
Amount 1,177,747 731,105
Taxable interest: Number 14,358 4,739
Amount 61,084 89,453
Tax-exempt interest: (6) Number 2,875 2,123
Amount 26,120 52,401
Dividends: Number 11,180 4,305
Amount 80,515 143,135
Business or profession net
income (less loss):
Number 3,961 1,600
Amount 111,732 114,808
Number of farm returns 323 148
Net capital gain (less loss)
in AGI: Number 10,460 4,281
Amount 218,363 768,988
Taxable Individual Retirement
Arrangements distributions: Number 2,136 609
Amount 49,720 31,963
Pensions and annuities in AGI: Number 3,442 1,117
Amount 96,569 43,974
Social Security benefits in AGI: Number 2,514 1,079
Amount 35,555 16,059
Total statutory adjustments: Number 5,160 2,289
Amount 31,470 22,188
Self-employment retirement
plans: (6) Number 1,057 518
Amount 10,031 8,860
Total itemized deductions: (7) Number 13,860 4,571
Amount 304,203 303,710
Medical and dental expense: Number 566 89
Amount 8,005 3,660
Taxes paid: Number 13,866 4,579
Amount 145,161 168,529
Interest paid: Number 11,421 3,475
Amount 99,071 63,318
Contributions: Number 13,016 4,420
Amount 41,594 99,114
Taxable income: Number 14,760 4,785
Amount 1,520,896 1,997,700
Total tax credits: (8) Number 6,014 2,183
Amount 4,386 11,819
Child care credit: Number 1,291 263
Amount 556 125
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 14,763 4,788
Amount 332,750 558,265
Total tax liability: (12) Number 14,769 4,789
Amount 350,123 569,192
Tax due at time of filing: (13) Number 7,433 2,761
Amount 50,278 118,277
Overpayments: (14) Number 5,846 1,037
Amount 23,957 15,662
VIRGINIA
Number of returns 274,654 77,408
Number of joint returns 237,805 67,920
Number with paid preparer’s signature 125,550 52,229
Number of exemptions (3) 772,521 222,215
Adjusted gross income (AGI) (4) 36,552,752 38,251,669
Salaries and wages in AGI: (5) Number 249,157 66,825
Amount 26,906,631 18,831,524
Taxable interest: Number 253,491 75,079
Amount 787,547 1,239,356
Tax-exempt interest: (6) Number 35,923 24,555
Amount 289,801 602,459
Dividends: Number 191,856 68,460
Amount 906,430 1,498,702
Business or profession net
income (less loss):
Number 51,930 18,153
Amount 1,232,547 1,255,085
Number of farm returns 4,524 2,164
Net capital gain (less loss)
in AGI: Number 174,248 66,713
Amount 2,054,416 8,709,385
Taxable Individual Retirement
Arrangements distributions: Number 33,703 7,619
Amount 642,134 380,119
Pensions and annuities in AGI: Number 81,751 20,568
Amount 2,636,580 867,971
Social Security benefits in AGI: Number 35,819 11,697
Amount 484,930 184,402
Total statutory adjustments: Number 67,142 29,874
Amount 340,664 381,485
Self-employment retirement
plans: (6) Number 11,605 9,162
Amount 104,255 171,678
Total itemized deductions: (7) Number 258,157 75,239
Amount 6,352,108 4,510,655
Medical and dental expense: Number 9,651 1,024
Amount 113,295 32,517
Taxes paid: Number 258,164 75,291
Amount 2,397,674 2,353,920
Interest paid: Number 230,564 65,435
Amount 2,809,915 1,536,404
Contributions: Number 245,912 72,625
Amount 888,486 1,211,510
Taxable income: Number 274,452 77,347
Amount 27,955,560 33,533,043
Total tax credits: (8) Number 94,628 29,918
Amount 60,852 71,731
Child care credit: Number 26,142 4,992
Amount 12,981 2,641
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 274,471 77,356
Amount 6,251,801 10,104,468
Total tax liability: (12) Number 274,545 77,372
Amount 6,459,682 10,310,606
Tax due at time of filing: (13) Number 129,856 44,991
Amount 626,132 1,672,560
Overpayments: (14) Number 129,573 21,198
Amount 469,926 291,233
WASHINGTON
Number of returns 188,704 61,877
Number of joint returns 163,062 51,889
Number with paid preparer’s signature 102,681 46,277
Number of exemptions (3) 527,866 171,689
Adjusted gross income (AGI) (4) 24,743,979 41,720,107
Salaries and wages in AGI: (5) Number 163,929 50,095
Amount 16,775,541 19,808,753
Taxable interest: Number 173,592 59,676
Amount 707,949 1,394,335
Tax-exempt interest: (6) Number 23,296 18,402
Amount 211,931 687,040
Dividends: Number 126,053 53,837
Amount 614,470 1,569,731
Business or profession net
income (less loss):
Number 39,043 15,289
Amount 1,203,160 1,304,977
Number of farm returns 3,108 1,443
Net capital gain (less loss)
in AGI: Number 119,451 53,757
Amount 1,984,819 11,988,038
Taxable Individual Retirement
Arrangements distributions: Number 27,361 6,643
Amount 716,693 450,146
Pensions and annuities in AGI: Number 46,500 12,395
Amount 1,340,981 486,741
Social Security benefits in AGI: Number 28,341 10,290
Amount 402,634 158,996
Total statutory adjustments: Number 49,114 23,140
Amount 286,685 261,588
Self-employment retirement
plans: (6) Number 9,229 6,181
Amount 94,567 112,987
Total itemized deductions: (7) Number 153,465 48,017
Amount 3,274,624 2,731,856
Medical and dental expense: Number 5,886 686
Amount 68,799 21,632
Taxes paid: Number 151,766 47,741
Amount 615,893 506,591
Interest paid: Number 143,586 43,749
Amount 1,905,892 1,449,026
Contributions: Number 143,958 45,885
Amount 534,146 1,103,937
Taxable income: Number 188,536 61,814
Amount 19,765,175 38,828,200
Total tax credits: (8) Number 65,188 22,900
Amount 49,660 112,552
Child care credit: Number 14,160 2,879
Amount 6,545 1,418
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 188,506 61,804
Amount 4,418,380 12,203,035
Total tax liability: (12) Number 188,570 61,824
Amount 4,609,472 12,351,683
Tax due at time of filing: (13) Number 98,245 38,277
Amount 615,978 2,374,567
Overpayments: (14) Number 77,447 13,469
Amount 318,599 299,145
WEST VIRGINIA
Number of returns 22,556 6,386
Number of joint returns 19,935 5,473
Number with paid preparer’s signature 13,284 5,184
Number of exemptions (3) 62,704 18,080
Adjusted gross income (AGI) (4) 2,922,734 2,692,201
Salaries and wages in AGI: (5) Number 19,219 5,070
Amount 1,842,579 1,009,166
Taxable interest: Number 21,060 6,187
Amount 103,828 117,340
Tax-exempt interest: (6) Number 2,991 2,142
Amount 24,832 46,360
Dividends: Number 14,739 5,476
Amount 96,420 142,347
Business or profession net
income (less loss):
Number 5,640 2,530
Amount 200,695 261,963
Number of farm returns 726 264
Net capital gain (less loss)
in AGI: Number 12,986 5,266
Amount 212,777 512,758
Taxable Individual Retirement
Arrangements distributions: Number 3,178 808
Amount 77,675 44,248
Pensions and annuities in AGI: Number 6,765 1,631
Amount 173,282 54,658
Social Security benefits in AGI: Number 4,409 1,403
Amount 65,010 23,454
Total statutory adjustments: Number 7,066 3,489
Amount 45,175 48,767
Self-employment retirement
plans: (6) Number 1,337 1,135
Amount 15,309 23,265
Total itemized deductions: (7) Number 19,198 6,012
Amount 380,787 297,312
Medical and dental expense: Number 585 70
Amount 7,141 8,724
Taxes paid: Number 19,203 6,017
Amount 162,846 172,552
Interest paid: Number 15,493 4,384
Amount 129,396 75,893
Contributions: Number 17,601 5,617
Amount 68,609 79,326
Taxable income: Number 22,542 6,385
Amount 2,344,531 2,379,067
Total tax credits: (8) Number 6,960 2,303
Amount 4,927 3,983
Child care credit: Number 1,311 245
Amount 513 110
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 22,541 6,386
Amount 522,313 708,595
Total tax liability: (12) Number 22,552 6,386
Amount 554,696 736,176
Tax due at time of filing: (13) Number 10,578 3,547
Amount 67,388 128,013
Overpayments: (14) Number 9,798 1,418
Amount 37,739 21,255
WISCONSIN
Number of returns 135,400 39,621
Number of joint returns 121,662 34,887
Number with paid preparer’s signature 80,630 31,337
Number of exemptions (3) 401,372 115,527
Adjusted gross income (AGI) (4) 17,577,791 20,761,032
Salaries and wages in AGI: (5) Number 120,984 33,775
Amount 12,016,514 8,330,030
Taxable interest: Number 129,513 38,911
Amount 505,003 913,490
Tax-exempt interest: (6) Number 18,366 14,341
Amount 115,119 342,829
Dividends: Number 98,054 34,944
Amount 464,844 894,026
Business or profession net
income (less loss):
Number 26,051 9,355
Amount 706,760 589,897
Number of farm returns 3,802 1,314
Net capital gain (less loss)
in AGI: Number 87,313 34,289
Amount 1,422,751 5,104,975
Taxable Individual Retirement
Arrangements distributions: Number 20,510 5,047
Amount 483,328 283,096
Pensions and annuities in AGI: Number 32,074 9,307
Amount 870,864 325,949
Social Security benefits in AGI: Number 21,456 7,675
Amount 312,805 126,965
Total statutory adjustments: Number 33,763 16,621
Amount 186,317 167,621
Self-employment retirement
plans: (6) Number 6,429 3,700
Amount 60,421 60,422
Total itemized deductions: (7) Number 128,995 38,100
Amount 2,984,221 2,407,831
Medical and dental expense: Number 3,766 381
Amount 50,736 13,472
Taxes paid: Number 129,045 38,135
Amount 1,498,643 1,448,430
Interest paid: Number 105,911 28,703
Amount 941,847 553,105
Contributions: Number 123,216 36,978
Amount 403,837 720,042
Taxable income: Number 135,287 39,596
Amount 13,441,357 18,247,849
Total tax credits: (8) Number 51,091 15,612
Amount 33,272 35,410
Child care credit: Number 9,440 1,601
Amount 3,738 685
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 135,298 39,603
Amount 2,935,943 5,418,035
Total tax liability: (12) Number 135,332 39,611
Amount 3,051,395 5,490,275
Tax due at time of filing: (13) Number 67,587 23,500
Amount 379,708 1,013,293
Overpayments: (14) Number 58,932 10,092
Amount 220,622 156,895
WYOMING
Number of returns 9,296 3,572
Number of joint returns 8,001 2,911
Number with paid preparer’s signature 6,649 3,144
Number of exemptions (3) 25,713 9,154
Adjusted gross income (AGI) (4) 1,212,748 3,287,555
Salaries and wages in AGI: (5) Number 7,536 2,482
Amount 636,009 695,758
Taxable interest: Number 8,757 3,517
Amount 53,780 189,704
Tax-exempt interest: (6) Number 1,685 1,398
Amount 18,274 103, 752
Dividends: Number 6,621 3,130
Amount 49,734 221,654
Business or profession net
income (less loss):
Number 2,440 1,221
Amount 76,958 96,030
Number of farm returns 703 409
Net capital gain (less loss)
in AGI: Number 6,450 3,168
Amount 143,704 1,579,879
Taxable Individual Retirement
Arrangements distributions: Number 1,497 446
Amount 44,001 32,544
Pensions and annuities in AGI: Number 2,541 817
Amount 70,901 33,358
Social Security benefits in AGI: Number 1,914 939
Amount 25,738 14,325
Total statutory adjustments: Number 3,393 1,854
Amount 18,923 18,875
Self-employment retirement
plans: (6) Number 535 371
Amount 5,570 6, 818
Total itemized deductions: (7) Number 5,527 2,226
Amount 105,363 365,239
Medical and dental expense: Number 376 45
Amount 3,786 1,427
Taxes paid: Number 5,435 2,175
Amount 15,875 52,545
Interest paid: Number 4,882 1,795
Amount 52,315 97,207
Contributions: Number 5,078 2,140
Amount 25,023 241,129
Taxable income: Number 9,284 3,564
Amount 1,010,253 3,008,511
Total tax credits: (8) Number 3,477 1,545
Amount 2,824 7,109
Child care credit: Number 530 114
Amount 223 50
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 9,285 3,566
Amount 224,228 942,964
Total tax liability: (12) Number 9,289 3,566
Amount 237,650 954,559
Tax due at time of filing: (13) Number 5,393 2,152
Amount 43,750 174,568
Overpayments: (14) Number 2,815 535
Amount 13,595 27,988
OTHER AREAS (15)
Number of returns 49,308 34,973
Number of joint returns 31,764 24,455
Number with paid preparer’s signature 28,148 22,832
Number of exemptions (3) 130,518 99,314
Adjusted gross income (AGI) (4) 6,798,038 24,668,501
Salaries and wages in AGI: (5) Number 44,494 31,007
Amount 7,118,289 18,351,791
Taxable interest: Number 41,298 31,713
Amount 175,144 574,970
Tax-exempt interest: (6) Number 4,359 7,085
Amount 27,527 149,787
Dividends: Number 32,141 28,277
Amount 219,129 747,564
Business or profession net
income (less loss):
Number 3,960 3,069
Amount 146,661 317,405
Number of farm returns 270 259
Net capital gain (less loss)
in AGI: Number 29,375 27,222
Amount 670,307 5,660,321
Taxable Individual Retirement
Arrangements distributions: Number 2,699 917
Amount 71,810 62,840
Pensions and annuities in AGI: Number 6,176 3,236
Amount 196,403 155,254
Social Security benefits in AGI: Number 2,210 1,086
Amount 26,309 13,959
Total statutory adjustments: Number 8,387 6,702
Amount 55,316 144,214
Self-employment retirement
plans: (6) Number 591 1,384
Amount 7,741 33,071
Total itemized deductions: (7) Number 27,564 20,335
Amount 489,523 1,044,189
Medical and dental expense: Number 645 109
Amount 8,332 2,991
Taxes paid: Number 25,965 18,984
Amount 208,898 611,564
Interest paid: Number 16,482 14,409
Amount 186,658 402,999
Contributions: Number 16,852 14,455
Amount 62,642 273,172
Taxable income: Number 49,269 34,953
Amount 5,844,172 23,576,293
Total tax credits: (8) Number 30,358 28,076
Amount 400,136 2,787,636
Child care credit: Number 1,733 731
Amount 899 399
Earned income credit: (9) Number — —
Amount — —
Excess earned income credit
(refundable): (10)
Number — —
Amount — —
Income tax: (11) Number 48,850 34,766
Amount 1,039,066 4,913,617
Total tax liability: (12) Number 48,973 34,794
Amount 1,056,984 4,965,064
Tax due at time of filing: (13) Number 23,208 17,861
Amount 165,254 816,090
Overpayments: (14) Number 21,041 11,618
Amount 158,112 347,604
See notes at end of this section.
Table 3.–Number of Individual Income Tax Returns, Income, Exemptions
and Deductions, Tax, and Average Tax, by Size of Adjusted Gross
Income, Tax Years 1998-2000
[All figures are estimates based on samples–money amounts are inthousands of dollars except as indicated]
Number of returns
Size of adjusted 1998 1999 2000p
gross income (1) (2) (3)
Total 124,770,662 127,075,145 129,271,972
No adjusted gross
income (1,2) 994,831 1,066,171 1,043,203
$1 under $1,000 (2) 1,849,715 1,814,159 1,798,565
$1,000 under $3,000 (2) 5,753,130 5,921,927 5,321,164
$3,000 under $5,000 (2) 5,615,170 5,613,885 5,549,573
$5,000 under $7,000 5,249,594 5,220,436 5,195,347
$7,000 under $9,000 5,109,571 5,102,064 4,981,121
$9,000 under $11,000 5,312,792 5,068,844 5,078,434
$11,000 under $13,000 5,085,494 4,957,068 4,866,961
$13,000 under $15,000 5,215,361 4,907,020 4,814,459
$15,000 under $17,000 4,814,944 5,022,849 4,801,087
$17,000 under $19,000 4,638,105 4,609,314 4,634,564
$19,000 under $22,000 6,513,694 6,245,201 6,502,674
$22,000 under $25,000 5,857,794 5,873,022 5,758,715
$25,000 under $30,000 8,192,495 8,392,768 8,381,914
$30,000 under $40,000 13,135,034 13,288,379 13,560,113
$40,000 under $50,000 9,973,659 9,870,200 10,397,908
$50,000 under $75,000 15,886,502 16,755,560 17,087,622
$75,000 under $100,000 7,221,303 7,811,626 8,642,424
$100,000 under $200,000 6,266,258 7,104,712 8,084,251
$200,000 under $500,000 1,606,186 1,876,561 2,135,707
$500,000 under $1,000,000 307,020 348,256 396,910
$1,000,000 or more 172,004 205,124 239,258
Adjusted gross income or deficit
Size of adjusted 1998 1999 2000p
gross income (4) (5) (6)
Total 5,415,972,847 5,855,467,909 6,330,567,774
No adjusted gross
income (1,2) -53,238,323 -53,860,647 -47,985,869
$1 under $1,000 (2) 1,122,484 1,104,288 1,061,318
$1,000 under $3,000 (2) 11,498,303 11,923,684 10,701,888
$3,000 under $5,000 (2) 22,373,639 22,401,749 22,090,585
$5,000 under $7,000 31,521,602 31,344,412 31,217,211
$7,000 under $9,000 40,826,191 40,798,516 39,721,285
$9,000 under $11,000 53,041,542 50,520,697 50,699,704
$11,000 under $13,000 61,024,499 59,487,740 58,359,880
$13,000 under $15,000 73,017,717 68,732,926 67,417,618
$15,000 under $17,000 76,988,645 80,324,715 76,753,593
$17,000 under $19,000 83,422,384 82,867,863 83,428,571
$19,000 under $22,000 133,415,290 127,840,364 133,208,822
$22,000 under $25,000 137,501,598 137,770,292 135,477,592
$25,000 under $30,000 224,639,428 229,838,965 229,731,323
$30,000 under $40,000 456,216,075 461,841,650 471,325,085
$40,000 under $50,000 447,072,777 441,506,289 465,020,836
$50,000 under $75,000 969,792,123 1,023,707,214 1,045,429,183
$75,000 under $100,000 618,463,031 671,217,536 741,466,860
$100,000 under $200,000 822,620,525 934,766,661 1,067,151,821
$200,000 under $500,000 463,589,644 542,447,737 613,184,217
$500,000 under $1,000,000 207,594,481 235,700,884 269,595,886
$1,000,000 or more 533,469,193 653,184,370 765,510,365
Personal exemptions and total deductions
Size of adjusted 1998 1999 2000p
gross income (7) (8) (9)
Total 1,786,264,995 1,874,578,657 1,959,842,031
No adjusted gross
income (1,2) 4,435,647 5,769,094 5,627,554
$1 under $1,000 (2) 7,458,096 7,354,180 7,390,104
$1,000 under $3,000 (2) 28,819,399 28,961,785 25,705,154
$3,000 under $5,000 (2) 37,922,948 37,672,309 37,698,236
$5,000 under $7,000 42,189,100 43,606,698 42,062,377
$7,000 under $9,000 45,771,831 46,298,366 44,776,789
$9,000 under $11,000 52,149,344 49,626,432 51,531,833
$11,000 under $13,000 52,074,064 50,696,770 50,716,301
$13,000 under $15,000 55,757,721 52,445,021 51,800,343
$15,000 under $17,000 52,243,840 55,375,758 53,593,302
$17,000 under $19,000 51,108,467 52,108,468 52,918,470
$19,000 under $22,000 74,539,478 71,697,950 75,482,546
$22,000 under $25,000 67,962,703 68,412,393 68,828,908
$25,000 under $30,000 97,741,942 100,596,352 102,733,968
$30,000 under $40,000 173,958,390 177,696,635 182,418,989
$40,000 under $50,000 152,641,448 150,905,781 160,712,692
$50,000 under $75,000 294,764,866 313,545,489 320,671,522
$75,000 under $100,000 166,308,668 180,185,941 200,482,080
$100,000 under $200,000 186,935,265 213,183,709 244,097,974
$200,000 under $500,000 68,438,814 79,114,514 90,239,809
$500,000 under $1,000,000 22,576,610 25,938,931 28,065,338
$1,000,000 or more 50,466,356 63,386,081 62,287,739
Taxable income (3)
Size of adjusted 1998 1999 2000p
gross income (10) (11) (12)
Total 3,780,838,200 4,136,119,714 4,519,173,414
No adjusted gross
income (1,2) — — —
$1 under $1,000 (2) 31,512 34,775 27,931
$1,000 under $3,000 (2) 908,236 957,002 880,840
$3,000 under $5,000 (2) 1,342,258 1,398,000 1,311,512
$5,000 under $7,000 3,126,043 3,150,117 3,408,499
$7,000 under $9,000 5,570,839 5,487,839 5,527,591
$9,000 under $11,000 10,247,279 10,065,559 9,353,154
$11,000 under $13,000 14,716,119 14,401,406 13,806,278
$13,000 under $15,000 20,852,101 19,518,525 19,363,736
$15,000 under $17,000 26,884,143 27,485,125 25,274,938
$17,000 under $19,000 33,478,805 32,122,603 32,079,350
$19,000 under $22,000 60,510,780 57,276,495 59,127,876
$22,000 under $25,000 70,468,918 70,264,059 67,696,516
$25,000 under $30,000 127,455,136 130,116,151 127,926,805
$30,000 under $40,000 282,908,828 284,989,843 289,936,320
$40,000 under $50,000 294,872,228 290,993,509 304,651,964
$50,000 under $75,000 675,302,507 711,037,056 725,803,206
$75,000 under $100,000 452,294,883 491,122,090 541,149,841
$100,000 under $200,000 835,956,996 721,988,211 823,410,713
$200,000 under $500,000 395,495,482 463,540,868 523,314,244
$500,000 under $1,000,000 185,113,677 209,906,906 241,623,995
$1,000,000 or more 483,301,431 590,263,576 703,498,107
Total income tax (4)
Size of adjusted 1998 1999 2000p
gross income (13) (14) (15)
Total 788,541,979 877,401,489 976,312,472
No adjusted gross
income (1,2) 90,071 109,267 84,572
$1 under $1,000 (2) 3,802 6,961 3,170
$1,000 under $3,000 (2) 131,969 132,455 123,084
$3,000 under $5,000 (2) 210,535 213,939 197,075
$5,000 under $7,000 473,061 476,423 507,085
$7,000 under $9,000 754,343 750,385 762,848
$9,000 under $11,000 1,451,190 1,419,018 1,290,347
$11,000 under $13,000 2,037,826 1,957,946 1,902,022
$13,000 under $15,000 2,737,689 2,559,387 2,544,855
$15,000 under $17,000 3,435,085 3,450,118 3,191,952
$17,000 under $19,000 4,130,629 3,906,424 3,860,330
$19,000 under $22,000 7,319,814 6,868,131 7,069,399
$22,000 under $25,000 8,964,594 8,667,172 8,281,992
$25,000 under $30,000 16,993,257 16,944,556 16,423,653
$30,000 under $40,000 40,347,682 39,695,871 40,280,572
$40,000 under $50,000 44,814,558 43,463,696 45,627,870
$50,000 under $75,000 108,921,128 113,204,249 115,824,407
$75,000 under $100,000 85,209,357 91,819,100 100,473,137
$100,000 under $200,000 143,720,694 162,224,990 184,502,547
$200,000 under $500,000 111,545,246 130,273,941 146,957,804
$500,000 under $1,000,000 58,482,844 66,964,769 76,652,093
$1,000,000 or more 146,766,804 182,292,689 219,751,658
Percentage of returns showing no total
income tax (4)
Size of adjusted 1998 1999 2000p
gross income (16) (17) (18)
Total 25.4 25.6 25.0
No adjusted gross
income (1,2) 99.6 99.5 99.5
$1 under $1,000 (2) 88.0 87.8 89.7
$1,000 under $3,000 (2) 82.8 83.1 82.4
$3,000 under $5,000 (2) 76.8 77.9 79.6
$5,000 under $7,000 69.0 69.7 66.5
$7,000 under $9,000 49.2 50.6 53.2
$9,000 under $11,000 43.6 43.6 45.3
$11,000 under $13,000 43.7 45.1 44.5
$13,000 under $15,000 40.0 39.6 39.8
$15,000 under $17,000 34.4 34.8 36.6
$17,000 under $19,000 32.0 34.8 34.7
$19,000 under $22,000 27.4 29.0 30.5
$22,000 under $25,000 18.3 19.5 20.8
$25,000 under $30,000 8.9 11.3 12.7
$30,000 under $40,000 2.7 3.7 3.9
$40,000 under $50,000 1.0 1.3 1.5
$50,000 under $75,000 0.3 0.5 0.6
$75,000 under $100,000 0.1 0.1 0.2
$100,000 under $200,000 0.1 0.1 0.1
$200,000 under $500,000 0.1 0.1 0.1
$500,000 under $1,000,000 0.1 0.1 0.1
$1,000,000 or more 0.1 0.1 0.1
Returns showing total income tax
Average tax (whole dollars) (4)
Size of adjusted 1998 1999 2000p
gross income (19) (20) (21)
Total 8,475 9,280 10,075
No adjusted gross
income (1,2) 24,436 22,567 (5)
$1 under $1,000 (2) 17 31 17
$1,000 under $3,000 (2) 134 132 132
$3,000 under $5,000 (2) 162 172 174
$5,000 under $7,000 290 302 292
$7,000 under $9,000 291 298 327
$9,000 under $11,000 484 497 464
$11,000 under $13,000 712 719 703
$13,000 under $15,000 875 864 878
$15,000 under $17,000 1,088 1,054 1,049
$17,000 under $19,000 1,309 1,300 1,276
$19,000 under $22,000 1,547 1,549 1,563
$22,000 under $25,000 1,873 1,832 1,816
$25,000 under $30,000 2,278 2,277 2,245
$30,000 under $40,000 3,157 3,101 3,090
$40,000 under $50,000 4,538 4,462 4,457
$50,000 under $75,000 6,876 6,788 6,820
$75,000 under $100,000 11,810 11,767 11,645
$100,000 under $200,000 22,947 22,855 22,838
$200,000 under $500,000 69,496 69,465 68,867
$500,000 under $1,000,000 190,608 192,426 193,272
$1,000,000 or more 853,981 889,445 919,052
Returns showing total income tax
Tax as percentage of AGI (4)
Size of adjusted 1998 1999 2000p
gross income (22) (23) (24)
Total 15.3 15.7 16.2
No adjusted gross
income (1,2) (5) (5) (5)
$1 under $1,000 (2) 2.0 3.7 2.0
$1,000 under $3,000 (2) 7.2 7.0 6.8
$3,000 under $5,000 (2) 3.8 4.0 4.1
$5,000 under $7,000 5.0 5.1 4.9
$7,000 under $9,000 3.6 3.7 4.1
$9,000 under $11,000 4.8 5.0 4.7
$11,000 under $13,000 5.9 6.0 5.9
$13,000 under $15,000 6.2 6.2 6.3
$15,000 under $17,000 6.8 6.6 6.6
$17,000 under $19,000 7.3 7.2 7.1
$19,000 under $22,000 7.5 7.5 7.6
$22,000 under $25,000 8.0 7.8 7.7
$25,000 under $30,000 8.3 8.3 8.2
$30,000 under $40,000 9.1 8.9 8.9
$40,000 under $50,000 10.1 10.0 10.0
$50,000 under $75,000 11.3 11.1 11.1
$75,000 under $100,000 13.8 13.7 13.6
$100,000 under $200,000 17.5 17.4 17.3
$200,000 under $500,000 24.1 24.0 24.0
$500,000 under $1,000,000 28.2 28.4 28.5
$1,000,000 or more 27.5 27.9 28.7
See notes at end of this section.
Table 4.–Reconciliation of Adjusted Gross Income (AGI) and Personal
Income Used in the National Income and Product Accounts (NIPA),
for Specified Tax Years, 1980-1999
[All figures are estimates–money amounts are in billions of dollars]Income and adjustment items 1980 1985
(1) (2)
1. Personal income (per NIPA) 2,323.9 3,515.0
2. Portion of personal income not included
in AGI 678.6 1,238.3
Transfer payments (except taxable
military pay) (1) 276.2 397.9
Other labor income (except fees) (2) 184.9 281.3
Imputed income (3) 64.0 91.2
Investment income received by nonprofit
institutions or retained by fiduciaries 19.9 37.5
Investment income of life insurance
carriers and pension plans (4) 78.6 186.1
Net differences in accounting treatment
(NIPA vs. IRS) (5) 11.5 87.9
Other excluded or tax-exempt income (6) 43.6 156.4
3. Portion of AGI not included in personal
income 186.3 353.1
Personal contributions for social
insurance (7) 772.0 133.6
Net gain less loss from sales of
property (8) 29.7 69.8
Taxable pensions (9) 68.2 145.0
S corporation income or loss (allocated
to shareholders) 0.7 6.3
Other taxable income less loss (10) 10.4 -1.7
4. Total net adjustment for conceptual
differences (line 2 minus line 3) 492.3 885.1
5. Estimated total AGI (per NIPA)
(line 1 minus line 4) 1,831.6 2,629.9
6. Adjusted gross income (AGI) (SOI) 1,613.7 2,306.0
7. Estimated difference in AGI (NIPA vs. SOI)
(line 5 minus line 6) (11) 217.9 323.9
Income and adjustment items 1990 1995
(3) (4)
1. Personal income (per NIPA) 4,903.2 6,200.9
2. Portion of personal income not included
in AGI 1,679.6 2,275.3
Transfer payments (except taxable
military pay) (1) 550.4 806.0
Other labor income (except fees) (2) 388.3 494.6
Imputed income (3) 145.9 242.7
Investment income received by nonprofit
institutions or retained by fiduciaries 51.6 59.8
Investment income of life insurance
carriers and pension plans (4) 278.6 358.8
Net differences in accounting treatment
(NIPA vs. IRS) (5) 109.7 72.9
Other excluded or tax-exempt income (6) 155.0 240.6
3. Portion of AGI not included in personal
income 589.5 840.7
Personal contributions for social
insurance (7) 203.7 268.8
Net gain less loss from sales of
property (8) 115.7 167.4
Taxable pensions (9) 215.7 292.2
S corporation income or loss (allocated
to shareholders) 36.4 79.2
Other taxable income less loss (10) 18.1 33.2
4. Total net adjustment for conceptual
differences (line 2 minus line 3) 1,090.1 1,434.6
5. Estimated total AGI (per NIPA)
(line 1 minus line 4) 3,813.2 4,766.4
6. Adjusted gross income (AGI) (SOI) 3,405.4 4,189.4
7. Estimated difference in AGI (NIPA vs. SOI)
(line 5 minus line 6) (11) 407.8 577.0
Income and adjustment items 1997 1998 (r)
(5) (6)
1. Personal income (per NIPA) 6,937.0 7,426.0
2. Portion of personal income not included
in AGI 2,494.8 2,627.9
Transfer payments (except taxable
military pay) (1) 870.1 889.0
Other labor income (except fees) (2) 472.7 487.9
Imputed income (3) 291.9 320.3
Investment income received by nonprofit
institutions or retained by fiduciaries 64.5 65.8
Investment income of life insurance
carriers and pension plans (4) 405.7 427.9
Net differences in accounting treatment
(NIPA vs. IRS) (5) 90.0 95.8
Other excluded or tax-exempt income (6) 299.9 341.2
3. Portion of AGI not included in personal
income 1,152.1 1,325.5
Personal contributions for social
insurance (7) 297.9 316.3
Net gain less loss from sales of
property (8) 354.6 444.5
Taxable pensions (9) 334.4 356.3
S corporation income or loss (allocated
to shareholders) 103.7 115.2
Other taxable income less loss (10) 61.5 93.2
4. Total net adjustment for conceptual
differences (line 2 minus line 3) 1,342.7 1,302.4
5. Estimated total AGI (per NIPA)
(line 1 minus line 4) 5,594.3 6,123.7
6. Adjusted gross income (AGI) (SOI) 4,969.9 (r) 5416.0
7. Estimated difference in AGI (NIPA vs. SOI)
(line 5 minus line 6) (11) 624.4 (r) 707.7
Income and adjustment items p 1999
(7)
1. Personal income (per NIPA) 7777.3
2. Portion of personal income not included
in AGI 2726.1
Transfer payments (except taxable
military pay) (1) 917.7
Other labor income (except fees) (2) 507.0
Imputed income (3) 346.7
Investment income received by nonprofit
institutions or retained by fiduciaries 64.7
Investment income of life insurance
carriers and pension plans (4) 441.4
Net differences in accounting treatment
(NIPA vs. IRS) (5) 89.5
Other excluded or tax-exempt income (6) 357.1
3. Portion of AGI not included in personal
income 1475.1
Personal contributions for social
insurance (7) 337.1
Net gain less loss from sales of
property (8) 505.4
Taxable pensions (9) 384.9
S corporation income or loss (allocated
to shareholders) 120.7
Other taxable income less loss (10) 126.9
4. Total net adjustment for conceptual
differences (line 2 minus line 3) 1251.0
5. Estimated total AGI (per NIPA)
(line 1 minus line 4) 6526.3
6. Adjusted gross income (AGI) (SOI) 5851.6
7. Estimated difference in AGI (NIPA vs. SOI)
(line 5 minus line 6) (11) 674.7
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 1950-2001
[All figures are estimates–money amounts are in billions of dollar]Difference
Personal Total
Tax income adjusted gross Percentage
year (per NIPA) income (AGI) Amount 2 of personal
(1) (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
1998 7,426.0 6,123.7 1,302.3 17.5
1999 (3) 7,777.3 6,526.3 1,251.0 16.1
p2000 8,319.2 n.a. n.a. n.a.
p2001 (r) 8,723.5 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
1950-2000
[All figures are estimate–amounts are in billions of dollars]Adjusted gross income (AGI) Difference
Percentage
Total Reported on of total
(per NIPA) tax returns (per
Tax year (1,2) (per SOI) (2) Amount (2) NIPA) (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 1005.4 905.5 99.9 9.9
1975 1048.0 947.8 100.2 9.6
1976 1169.1 1053.9 115.2 9.9
1977 1297.6 1158.5 139.1 10.7
1978 1469.6 1302.4 167.2 11.4
1979 1658.5 1465.4 193.1 11.6
1980 1831.6 1613.7 217.9 11.9
1981 2016.3 1772.6 243.7 12.1
1982 2094.7 1852.1 242.6 11.6
1983 2225.7 1942.6 283.1 12.7
1984 2473.3 2139.9 333.4 13.5
1985 2629.9 2306.0 323.9 12.3
1986 2848.3 2481.7 366.6 12.9
1987 3125.4 2773.8 351.6 11.2
1988 3415.8 3083.0 332.8 9.7
1989 3658.6 3256.4 402.2 11.0
1990 3813.2 3405.4 407.8 10.7
1991 3864.4 3464.5 399.9 10.3
1992 4106.3 3629.1 479.2 11.7
1993 4260.0 3723.3 536.7 12.6
1994 4485.7 3907.5 578.2 12.9
1995 4766.4 4189.4 577.0 12.1
1996 5151.6 4536.0 615.6 11.9
1997 5594.3 4969.9 624.4 11.2
1998 6123.7 5416.0 707.7 11.6
1999 (3) 6526.3 5855.5 670.8 10.3
p2000 n.a. 6330.6 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 1950-2000
[All figures are estimates based on samples–number of returnsis in millions; money amounts are in billions of dollars]
Total deductions Standard
deduction
As a percentage
Tax Total of adjusted
year number of Amount (1) gross income Number of
returns (AGI) (2) returns (3)
(1) (2) (3) (4)
1950 53.1 21.9 12.2 42.7
1951 55.4 25.2 12.5 43.9
1952 56.5 27.3 12.7 43.7
1953 57.8 29.8 13.0 43.4
1954 56.7 30.7 13.4 41.0
1955 58.3 33.6 13.5 40.9
1956 59.2 36.4 13.6 40.3
1957 59.8 39.5 14.1 39.3
1958 59.1 40.7 14.5 37.9
1959 60.3 45.4 14.9 37.3
1960 61.0 48.4 15.3 36.5
1961 61.5 51.3 15.6 35.8
1962 62.7 54.8 15.7 35.8
1963 63.9 59.2 16.1 35.4
1964 65.4 67.0 16.9 38.0
1965 67.6 71.4 16.6 39.3
1966 70.2 76.4 16.3 41.2
1967 71.7 81.7 16.2 41.5
1968 73.7 91.3 16.5 41.3
1969 75.8 101.8 16.9 40.5
1970 74.3 120.5 19.1 38.4
1971 74.6 139.9 20.8 43.5
1972 77.6 166.4 22.3 50.2
1973 80.7 180.6 21.8 52.2
1974 83.3 195.5 21.6 53.2
1975 82.2 233.2 24.6 55.5
1976 84.7 247.6 23.5 58.2
1977 86.6 276.2 23.8 58.8
1978 89.8 304.3 23.4 59.5
1979 92.7 333.0 22.7 60.7
1980 93.9 364.0 22.6 59.5
1981 95.4 401.2 22.6 58.7
1982 95.3 425.2 23.0 56.9
1983 96.3 448.7 23.1 56.2
1984 99.4 499.6 23.3 56.7
1985 101.7 554.7 24.1 57.0
1986 103.0 611.3 24.6 56.5
1987 107.0 607.2 21.9 69.1
1988 109.7 686.0 22.3 76.5
1989 112.1 740.4 22.7 79.3
1990 113.7 789.9 23.2 80.6
1991 114.7 818.8 23.6 81.3
1992 113.6 848.5 23.4 80.1
1993 114.6 872.5 23.4 80.8
1994 115.9 890.8 22.8 81.9
1995 118.2 941.0 22.5 83.2
1996 120.4 998.6 22.0 84.0
1997 122.4 1062.5 21.4 84.8
1998 124.8 1135.9 21.0 85.6
1999 127.1 1205.3 20.6 85.8
p2000 129.3 1270.0 20.1 85.7
Standard Itemized deductions
deduction
Tax Number
year of Amounts (5)
Amount (4) returns (3)
(5) (6) (7)
1950 12.0 10.3 9.9
1951 13.3 11.6 11.9
1952 13.7 12.8 13.6
1953 14.2 14.4 15.6
1954 13.3 15.7 17.4
1955 13.6 16.9 20.0
1956 13.8 18.5 22.6
1957 13.8 20.2 25.7
1958 13.2 20.8 27.5
1959 13.4 22.5 32.0
1960 13.1 24.1 35.3
1961 12.9 25.3 38.4
1962 13.1 26.5 41.7
1963 13.1 28.2 46.1
1964 20.2 26.9 46.8
1965 20.6 27.9 50.7
1966 21.8 28.6 54.6
1967 22.1 29.8 59.6
1968 22.1 32.0 69.2
1969 21.6 34.9 80.2
1970 32.4 35.4 88.2
1971 48.1 30.7 91.9
1972 69.8 27.0 96.7
1973 73.6 28.0 107.0
1974 76.1 29.6 119.4
1975 100.9 26.1 122.3
1976 113.8 26.0 133.9
1977 137.7 22.9 138.5
1978 139.8 25.8 164.4
1979 148.8 26.5 184.2
1980 146.0 29.0 218.0
1981 144.7 31.6 256.4
1982 140.2 33.4 284.5
1983 138.5 35.2 309.6
1984 139.5 38.2 358.9
1985 145.0 39.8 405.0
1986 151.0 40.7 447.1
1987 215.2 35.6 392.0
1988 289.6 31.9 395.2
1989 309.4 32.0 431.0
1990 331.5 32.2 458.5
1991 351.1 32.5 467.7
1992 366.5 32.5 481.9
1993 382.1 32.8 490.4
1994 397.1 33.0 493.7
1995 413.6 34.0 527.4
1996 426.1 35.4 572.5
1997 441.7 36.6 620.8
1998 459.5 38.2 676.5
1999 449.7 40.2 741.4
p2000 472.2 42.5 797.8
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 1950-2001
[All figures are estimates–money amounts are in billionsof dollars]
Taxable income
(per SOI) (2, 3)
Personal As a
Tax income percentage
year (per Amount of personal
NIPA) (1) 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
1998 7,426.0 3,780.8 50.9
1999 (4) 7,777.3 4,136.1 53.2
p2000 8,319.2 4,519.2 54.3
p2001 (r) 8,723.5 n.a. n.a.
Total income tax (per SOI) (3)
As a percentage of–
Tax Amount Personal Taxable
year 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 1.0 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
1998 788.5 10.6 20.9
1999 (4) 877.4 11.3 21.2
p2000 976.3 11.7 21.6
p2001 (r) 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 1950-2000
[All figures are estimates based on samples–number of returnsis 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 89.6 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
1999 127.1 29.2 94.8 3.1
p2000 129.3 30.5 96.0 2.8
See notes at end of this section.
Table 10.–Nonfarm Sole Proprietorship Returns: Selected Income
Statement Items for Specified Income Years, 1980-1999
[All figures are estimates based on samples–money amounts arein thousands of dollars]
Item 1980 1985
(1) (2)
Number of returns with nonfarm business
net income or deficit, total (1) 8,931,712 11,928,573
Number with nonfarm business net
income n.a. 8,640,701
Number of nonfarm businesses 9,730,019 n.a.
Business receipts, total 411,205,713 540,045,430
Income from sales and operations 407,169,299 528,675,271
Total deductions (2) 356,258,495 461,272,852
Cost of goods sold 209,889,809 232,294,132
Inventory, beginning-of-year n.a. 21,435,438
Inventory, end-of-year 21,996,236 24,969,895
Purchases 168,301,517 n.a.
Cost of labor 10,922,221 14,504,201
Materials and supplies 12,909,222 n.a.
Advertising n.a. n.a.
Car and truck expenses 13,378,289 17,044,421
Commissions 3,333,345 n.a.
Depletion n.a. n.a.
Depreciation 13,952,703 26,291,389
Pension and profit-sharing plans 141,463 311,323
Employee benefit programs n.a. n.a.
Insurance 6,003,126 n.a.
Interest paid, total 7,190,257 11,913,982
Mortgage interest n.a. n.a.
Other interest n.a. n.a.
Legal and professional services 2,633,596 n.a.
Meals and entertainment expenses
before limitation n.a. n.a.
Meals and entertainment deduction n.a. n.a.
Office expenses n.a. n.a.
Rent paid, total 9,636,290 15,258,690
On machinery n.a. n.a.
On other business property n.a. n.a.
Repairs 5,031,573 n.a.
Net salaries and wages (not deducted
elsewhere) 26,560,821 38,265,691
Supplies n.a. n.a.
Taxes paid 7,672,459 n.a.
Travel n.a. n.a.
Utilities (including telephone) 4,790,337 n.a.
Bad debts n.a. 600,613
Business use of home n.a. n.a.
Net income (less deficit) (2) 54,947,219 78,772,578
Net income (2) 68,010,051 98,775,563
Deficit (2) 13,062,832 20,002,986
See notes at end of this section
Item 1990 1995
(3) (4)
Number of returns with nonfarm business
net income or deficit, total (1) 14,782,738 16,423,872
Number with nonfarm business net
income 11,221,925 12,213,472
Number of nonfarm businesses 16,596,384 18,391,237
Business receipts, total 730,606,020 807,363,638
Income from sales and operations 719,007,636 796,597,098
Total deductions (2) 589,249,583 638,126,845
Cost of goods sold 291,010,060 306,958,514
Inventory, beginning-of-year 29,024,992 31,167,684
Inventory, end-of-year 30,421,844 33,355,750
Purchases 210,225,158 219,305,493
Cost of labor 22,679,507 24,383,409
Materials and supplies 30,195,388 34,427,096
Advertising 6,574,743 8,309,645
Car and truck expenses 21,765,531 32,784,939
Commissions 8,816,233 9,591,619
Depletion 816,131 457,480
Depreciation 23,734,507 26,233,844
Pension and profit-sharing plans 586,394 649,043
Employee benefit programs 1,056,604 1,298,834
Insurance 13,357,568 12,977,567
Interest paid, total 13,311,670 10,056,583
Mortgage interest 6,256,506 4,076,344
Other interest 7,055,164 5,980,239
Legal and professional services 5,880,163 6,340,021
Meals and entertainment expenses
before limitation 5,329,281 6,353,157
Meals and entertainment deduction 4,262,870 3,208,742
Office expenses 6,896,758 8,344,181
Rent paid, total 23,391,608 27,502,981
On machinery 3,754,492 6,218,381
On other business property 19,637,116 21,284,600
Repairs 8,940,657 10,171,788
Net salaries and wages (not deducted
elsewhere) 46,998,029 54,470,725
Supplies n.a. 16,902,055
Taxes paid 10,341,654 13,471,220
Travel 5,605,961 6,504,973
Utilities (including telephone) 13,538,612 17,205,789
Bad debts 1,038,756 996,588
Business use of home n.a. 3,337,929
Net income (less deficit) (2) 141,430,193 169,262,336
Net income (2) 161,657,252 191,728,953
Deficit 2 20,227,059 22,466,617
Item 1997 1998
(5) (6)
Number of returns with nonfarm business
net income or deficit, total (1) 17,176,486 17,408,809
Number with nonfarm business net
income 12,702,663 13,080,498
Number of nonfarm businesses 19,218,649 19,369,091
Business receipts, total 870,392,286 918,268,196
Income from sales and operations 858,452,648 905,137,974
Total deductions (2) 683,872,364 716,157,430
Cost of goods sold 319,557,408 341,132,831
Inventory, beginning-of-year 32,058,234 30,801,698
Inventory, end-of-year 33,222,700 32,881,518
Purchases 224,259,001 231,404,960
Cost of labor 24,940,782 27,447,822
Materials and supplies 37,552,076 42,161,782
Advertising 8,977,738 9,413,989
Car and truck expenses 38,727,748 39,715,702
Commissions 10,985,782 10,722,131
Depletion 565,328 380,149
Depreciation 28,625,259 29,135,616
Pension and profit-sharing plans 728,349 756,924
Employee benefit programs 1,416,962 1,560,404
Insurance 13,299,494 12,938,411
Interest paid, total 10,883,659 11,159,401
Mortgage interest 4,533,657 4,882,248
Other interest 6,350,002 6,277,153
Legal and professional services 6,551,619 6,669,029
Meals and entertainment expenses
before limitation 7,062,540 7,526,850
Meals and entertainment deduction 3,570,473 3,796,350
Office expenses 9,209,728 9,611,633
Rent paid, total 29,325,874 30,460,020
On machinery 7,358,163 7,545,390
On other business property 21,967,711 22,914,630
Repairs 10,897,367 11,349,751
Net salaries and wages (not deducted
elsewhere) 57,746,206 58,864,773
Supplies 19,546,451 19,725,440
Taxes paid 13,774,081 13,730,731
Travel 7,452,594 7,624,311
Utilities (including telephone) 18,575,129 18,431,400
Bad debts 1,100,682 925,866
Business use of home 3,817,539 4,138,364
Net income (less deficit) (2) 116,643,910 202,274,720
Net income (2) 210,464,545 226,189,570
Deficit 2 23,820,635 23,914,850
Item 1999
(7)
Number of returns with nonfarm business
net income or deficit, total (1) 17,675,643
Number with nonfarm business net
income 13,165,318
Number of nonfarm businesses 19,516,047
Business receipts, total 969,347,038
Income from sales and operations 955,392,128
Total deductions (2) 761,427,577
Cost of goods sold 370,079,223
Inventory, beginning-of-year 31,540,485
Inventory, end-of-year 33,835,064
Purchases 255,539,328
Cost of labor 28,723,302
Materials and supplies 41,757,379
Advertising 9,453,659
Car and truck expenses 40,786,963
Commissions 11,228,396
Depletion 387,000
Depreciation 30,637,555
Pension and profit-sharing plans 870,362
Employee benefit programs 1,663,528
Insurance 13,219,821
Interest paid, total 11,224,488
Mortgage interest 4,736,127
Other interest 6,488,361
Legal and professional services 6,818,392
Meals and entertainment expenses
before limitation 7,987,445
Meals and entertainment deduction 4,031,523
Office expenses 9,921,297
Rent paid, total 31,417,502
On machinery 8,227,000
On other business property 23,190,502
Repairs 11,697,341
Net salaries and wages (not deducted
elsewhere) 61,204,430
Supplies 21,654,319
Taxes paid 14,000,359
Travel 8,089,635
Utilities (including telephone) 18,466,170
Bad debts 1,111,178
Business use of home 4,785,849
Net income (less deficit) (2) 207,946,977
Net income (2) 233,404,991
Deficit 2 25,458,013
See notes at end of this section
Table 11.–Partnership Returns: Selected Balance Sheet and Income
Statement Items for Specified Income Years, 1980-1999
[All figures are estimates based on samples–money amounts are inthousands of dollars]
Item 1980 1985
(1) (2)
Total number of active partnerships 1,379,654 1,713,603
Number with net income 774,173 875,846
Number with balance sheets (1) 1,194,236 1,227,498
Number of partners 8,419,899 13,244,824
Number of limited partnerships (2) 170,336 279,878
Number of partners 8,788,519 13,244,824
Number of limited liability companies (2) n.a. n.a.
Number of partners (2) n.a. n.a.
Total assets (2) 597,503,923 1,269,434,302
Depreciable assets (net) 239,139,823 695,878,822
Inventories, end of year 33,218,272 27,279,234
Land 70,241,248 152,179,314
Total liabilities (3) 488,734,023 1,069,221,649
Accounts payable 33,899,048 40,871,755
Short-term debt (4) 48,001,839 102,760,363
Long-term debt (5) 178,044,406 381,960,685
Nonrecourse loans 118,910,380 327,558,208
Partners’ capital account (3) 108,769,900 200,212,663
Total receipts (6) 291,998,115 367,117,316
Business receipts (7) 271,108,832 302,733,374
Interest received (8) 10,869,323 20,558,966
Total deductions (6) 283,749,460 376,000,991
Cost of goods sold (9) 113,885,668 146,315,315
Purchases 70,439,607 91,925,923
Cost of labor 7,015,547 8,845,106
Net salaries and wages (not
deducted elsewhere) 22,336,337 33,884,204
Taxes paid 9,553,145 7,745,756
Interest paid 28,362,385 28,674,933
Depreciation (10) 21,576,189 53,650,790
Net income (less deficit) 8,248,665 -8,883,674
Net income 45,061,756 77,044,693
Deficit 36,813,100 85,928,367
Item 1990 1995
(3) (4)
Total number of active partnerships 1,553,529 1,580,900
Number with net income 853,676 955,166
Number with balance sheets (1) 1,081,224 1,053,139
Number of partners 17,094,966 15,605,686
Number of limited partnerships (2) 285,769 295,304
Number of partners 11,986,542 10,223,901
Number of limited liability companies (2) n.a. 118,559
Number of partners (2) n.a. 712,781
Total assets (2) 1,735,285,033 2,718,547,742
Depreciable assets (net) 681,409,780 766,778,033
Inventories, end of year 56,507,062 88,050,194
Land 214,757,035 221,172,841
Total liabilities (3) 1,415,247,893 1,886,488,062
Accounts payable 66,747,965 90,603,965
Short-term debt (4) 88,092,149 123,961,301
Long-term debt (5) 497,560,607 544,253,482
Nonrecourse loans 470,139,911 465,744,743
Partners, capital account (3) 320,037,140 832,169,680
Total receipts (6) 566,212,218 890,431,963
Business receipts (7) 483,417,504 760,617,695
Interest received (8) 20,799,631 31,240,619
Total deductions (6) 549,602,678 783,602,767
Cost of goods sold (9) 242,448,195 395,322,385
Purchases 140,521,621 256,546,960
Cost of labor 13,924,993 20,080,458
Net salaries and wages (not
deducted elsewhere) 56,025,118 80,292,538
Taxes paid 9,339,396 13,151,513
Interest paid 29,617,935 42,775,881
Depreciation (10) 60,204,443 62,266,537
Net income (less deficit) 16,609,540 106,829,196
Net income 116,317,801 178,650,951
Deficit 99,708,261 71,821,755
Item 1997 1998
(5) (6)
Total number of active partnerships 1,758,627 1,858,348
Number with net income 1,091,826 1,171,187
Number with balance sheets (1) 1,211,005 1,303,970
Number of partners 16,183,715 15,663,372
Number of limited partnerships (2) 328,210 342,726
Number of partners 10,167,018 9,325,111
Number of limited liability companies (2) 349,054 470,657
Number of partners (2) 1,524,256 1,879,382
Total assets (2) 4,170,214,187 5,126,548,007
Depreciable assets (net) 979,075,635 1,153,222,498
Inventories, end of year 147,387,132 175,963,423
Land 256,622,220 291,171,287
Total liabilities (3) 2,667,017,568 3,150,848,369
Accounts payable 159,411,026 190,689,535
Short-term debt (4) 126,702,735 229,922,243
Long-term debt (5) 704,873,851 884,452,445
Nonrecourse loans 492,364,600 523,403,560
Partners, capital account (3) 1,513,196,619 1,975,699,638
Total receipts (6) 1,354,439,831 1,603,027,268
Business receipts (7) 1,141,963,405 1,356,655,904
Interest received (8) 40,706,592 51,454,743
Total deductions (6) 1,186,199,105 1,416,322,641
Cost of goods sold (9) 625,197,285 737,235,839
Purchases 427,050,241 461,144,704
Cost of labor 28,794,257 33,411,962
Net salaries and wages (not
deducted elsewhere) 115,199,593 142,910,961
Taxes paid 17,922,755 23,813,223
Interest paid 59,519,342 73,406,067
Depreciation (10) 77,573,367 88,646,144
Net income (less deficit) 158,240,726 186,704,627
Net income 262,373,206 297,875,299
Deficit 94,132,480 111,170,672
Item 1999
(7)
Total number of active partnerships 1,936,919
Number with net income 1,225,916
Number with balance sheets (1) 1,392,405
Number of partners 15,353,154 (r)
Number of limited partnerships (2) 354,295
Number of partners 8,944,693
Number of limited liability companies (2) 589,403
Number of partners (2) 2,256,062
Total assets (2) 5,998,952,883
Depreciable assets (net) 1,314,251,428
Inventories, end of year 174,078,288
Land 326,371,562
Total liabilities (3) 3,463,186,389
Accounts payable 243,769,049
Short-term debt (4) 231,808,501
Long-term debt (5) 988,667,751
Nonrecourse loans 582,151,975
Partners, capital account (3) 2,545,766,494
Total receipts (6) 1,907,171,104
Business receipts (7) 1,615,762,245
Interest received (8) 61,769,762
Total deductions (6) 1,678,732,999
Cost of goods sold (9) 902,157,018
Purchases 585,068,938
Cost of labor 42,089,216
Net salaries and wages (not
deducted elsewhere) 169,905,010
Taxes paid 26,896,235
Interest paid 74,428,567
Depreciation (10) 102,786,520
Net income (less deficit) 228,438,105
Net income 348,467,958
Deficit 120,029,853
See notes at end of this section.
Table 12.–Number of Business Income Tax Returns, by Size of
Business for Specified Income Years, 1980-1999 (l)
[All figures are estimates based on samples–number ofbusinesses 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 (2)
Under $25,000 (3) 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 (4) 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 (5)
Under $25,000 (3) 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 (4) 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 (6)
Total 9,730.0 11,928.6 14,782.7
Receipt size (7)
Under $2,500 (3) 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 12,821.0
$100,000 under $200,000 857.2
795.8 1,060.2
$200,000 under $500,000 587.0
$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 4,848.9
Receipt size (2)
Under $25,000 (3) 1,030.0 1,106.1 1,168.1
$25,000 under $50,000 288.4 305.6 289.0
$50,000 under $100,000 446.8 453.4 459.9
$100,000 under $250,000 736.1 805.2 839.7
$250,000 under $500,000 623.9 645.2 645.5
$500,000 under $1,000,000 512.7 532.8 553.1
$1,000,000 or more 803.3 861.9 893.5
Asset size
Under $100,000 (4) 2,615.0 2,738.4 2,813.7
$100,000 under $1,000,000 1,438.0 1,513.4 1,562.7
$1,000,000 under $10,000,000 256.6 388.0 399.8
$10,000,000 under $25,000,000 29.1 31.8 33.0
$25,000,000 under $50,000,000 12.4 12.7 13.0
$50,000,000 under $100,000,000 8.4 8.7 8.9
$100,000,000 under $250,000,000 7.2 8.0 8.2
$250,000,000 or more 7.5 9.0 9.7
PARTNERSHIPS
Total 1,580.9 1,758.6 1,855.3
Receipt size (5)
Under $25,000 (3) 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 (4) 733.7 776.3 794.4
$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 218.9 276.8 310.5
NONFARM SOLE PROPRIETORSHIPS (6)
Total 16,423.9 17,176.5 17,408.8
Receipt size (7)
Under $2,500 (3) 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
Type and size of business 1999
(7)
CORPORATIONS
Total 4,935.9
Receipt size (2)
Under $25,000 (3) 1,188.7
$25,000 under $50,000 296.9
$50,000 under $100,000 486.5
$100,000 under $250,000 823.9
$250,000 under $500,000 676.1
$500,000 under $1,000,000 546.2
$1,000,000 or more 917.5
Asset size
Under $100,000 (4) 2,845.7
$100,000 under $1,000,000 1,600.2
$1,000,000 under $10,000,000 413.3
$10,000,000 under $25,000,000 35.0
$25,000,000 under $50,000,000 13.6
$50,000,000 under $100,000,000 9.3
$100,000,000 under $250,000,000 8.4
$250,000,000 or more 10.4
PARTNERSHIPS
Total 1,936.9
Receipt size (5)
Under $25,000 (3) 1,036.3
$25,000 under $50,000 169.5
$50,000 under $100,000 187.4
$100,000 under $250,000 212.4
$250,000 under $500,000 125.8
$500,000 under $1,000,000 83.8
$1,000,000 or more 121.6
Asset size
Under $25,000 (4) 793.3
$25,000 under $50,000 93.3
$50,000 under $100,000 135.4
$100,000 under $250,000 216.4
$250,000 under $500,000 175.8
$500,000 under $1,000,000 175.2
$1,000,000 or more 347.5
NONFARM SOLE PROPRIETORSHIPS (6)
Total 17,575.6
Receipt size (7)
Under $2,500 (3) 4,295.6
$2,500 under $5,000 1,972.6
$5,000 under $10,000 2,350.2
$10,000 under $25,000 3,202.2
$25,000 under $50,000 2,227.0
$50,000 under $100,000 1,558.5
$100,000 under $200,000 1,020.3
$200,000 under $500,000 681.4
$500,000 under $1,000,000 182.2
$1,000,000 or more 85.7
See notes at end of this section
Table 13.–Corporation Income Tax Returns: Balance Sheet, Income
Statement, and Tax Items for Specified Income Years, 1980-1999
[All figures are estimates based on samples–money amounts arein 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 US Government
obligations 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 (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 depreciation 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 354,243,674 617,622,425
Dividends received from
domestic corporations 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) (12,16,17,18) 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
US 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) 893,588,141 1,045,010,082
Investments in US Government
obligations 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 (8) 4,136,891,182 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 depreciation 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 1,564,840,863 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) 11,409,620,074 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 942,237,940 993,173,428
Dividends received from
domestic corporations 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) (12,16,17,18) 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
US 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
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) 33,029,662,126 37,347,362,986
Cash 1,299,322,671 1,338,424,483
Notes and accounts receivable 6,631,942,847 7,061,547,469
Less: Allowance for bad debts 122,820,548 128,129,857
Inventories (8) 1,114,311,184 1,139,210,381
Investments in US Government
obligations 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 2,028,835,427 2,414,901,336
Other investments (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 depreciation 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 1,140,011,267 1,227,640,206
Dividends received from
domestic corporations 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) 905,465,066 834,629,989
Constructive taxable income from
related foreign
corporations (17) 56,813,868 52,822,281
Net income (less
deficit) (12,16,17,18) 916,396,637 838,223,591
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 55,241,398 (r) 49,854,526
Foreign tax credit: 24
Number of returns 6,588 5,922
Amount 42,222,743 (r) 37,396,469
US 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) 184,152,808 (r) 181,545,146
Item 1999
(7)
Number of returns, total (1) 4,935,904
Number with net income (1) 2,812,175
Consolidated returns (1,2,3) 57,144
S corporation returns (1,3,4) 2,725,775
DISC returns (1,5) (1)
FSC returns (1,6) (1)
Total assets (7) 41,464,152,854
Cash 1,596,525,490
Notes and accounts receivable 7,744,960,605
Less: Allowance for bad debts 139,597,391
Inventories (8) 1,198,184,825
Investments in US Government
obligations 1,340,484,175
Tax-exempt securities (9) 957,099,790
Other current assets 2,639,764,762
Loans to stockholders 126,016,307
Mortgage and real estate loans 2,554,658,266
Other investments (8) 15,799,039,436
Depreciable assets 6,935,503,013
Less: Accumulated depreciation 3,227,243,753
Depletable assets 183,593,413
Less: Accumulated depreciation 85,660,310
Land 286,497,086
Intangible assets (amortizable) 1,717,251,430
Less: Accumulated amortization 280,555,798
Other assets 2,117,631,510
Total liabilities (7) 41,464,162,854
Accounts payable (10) 2,792,333,967
Mortgages, notes, and bonds
payable in less than 1 year 3,658,308,770
Other current liabilities (10) 9,103,186,192
Loans from stockholders 394,938,632
Mortgages, notes, and bonds
payable in 1 year or more 5,448,156,416
Other liabilities 4,704,367,882
Capital stock 3,521,992,715
Paid-in or capital surplus 10,186,395,658
Retained earnings, appropriated 210,792,152
Retained earnings,
unappropriated (11) 3,759,001,185
Less: Cost of treasury stock 2,315,320,710
Total receipts (12) 18,892,385,694
Business receipts (12,13) 16,313,971,385
Interest on State and local
Government obligations 51,780,203
Other interest 1,301,772,282
Dividends received from
domestic corporations 20,679,644
Dividends received from foreign
corporations (12) 64,905,407
Rents (12) 117,644,823
Royalties (12) 105,741,540
Net short-term capital gain
reduced by net long-term
capital loss 94,913,405
Net long-term capital gain
reduced by net short-term
capital loss 146,520,147
Net gain, noncapital
assets (13) 64,698,446
Other receipts 609,758,412
Total deductions (12) 17,966,972,060
Cost of goods sold (12) 10,284,098,039
Compensation of officers 373,735,141
Repairs 133,209,853
Bad debts 100,202,508
Rent paid on business property 347,245,365
Taxes paid 371,183,229
Interest paid 1,018,972,484
Contributions or gifts 10,732,153
Amortization 86,124,690
Depreciation 583,799,587
Depletion (15) 9,803,284
Advertising 216,066,879
Pension, profit-sharing, stock
bonus, and annuity
plans: (15) 76,779,560
Employee benefit programs (15) 203,531,897
Net loss, noncapital
assets (12,13) 29,065,260
Other deductions (15) 4,122,422,135
Total receipts less
total deductions (12,16) 925,413,634
Constructive taxable income from
related foreign
corporations (17) 55,322,097
Net income (less
deficit) (12,16,17,18) 928,955,628
Net income (18) 1,229,295,911
Deficit (18) 300,340,383
Income subject to tax: (19)
Number of returns 868,820
Amount 693,735,694
Total income tax (20) 241,987,588
Regular and alternative tax (21) 238,722,344
Recapture of prior-year
investment credit 8,754
Recapture of prior-year work
incentive (WIN) credit NA
Minimum tax and alternative
minimum tax: (22)
Number of returns 14,901
Amount 3,051,869
Environmental tax NA
Tax credits: (23)
Total 48,957,776
Foreign tax credit: 24
Number of returns 5,864
Amount 38,389,989
US possessions tax credit (24) 1,485,251
Investment credit (25) (25)
Work incentive (WIN) credit N/A
Work opportunity credit/jobs
credit (25) (25)
Nonconventional source
fuel credit 886,835
Qualified electric
vehicle credit 1,191
Alcohol fuel credit (25) (26)
Research activities credit (25)
Employees stock
ownership credit (25) N/A
Orphan drug credit (25) (25)
General business credit (25) 4,763,022
Prior-year minimum tax credit 3,431,478
Total income tax
after credits (26) 193,027,641
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 arein thousands of dollars]
Industrial division and item 1980 1985
(1) (2)
ALL INDUSTRIAL DIVISIONS (1)
Number of returns, total (2) 2,710,538 3,277,219
Number with net income (2) 1,596,632 1,820,120
Total assets (3) 7,617,238,403 12,773,093,888
Net worth (3) 1,944,388,256 3,303,698,576
Total receipts (4) 6,361,284,012 8,398,278,426
Business receipts (4,5) 5,731,616,337 7,369,538,953
Interest received (4,6) 366,864,550 637,786,939
Total deductions (4) 6,125,365,155 8,158,144,126
Cost of goods sold (4) 4,204,905,905 4,894,254,081
Interest paid 344,612,542 568,645,475
Net income (less deficit) (4) 239,006,542 240,119,020
Net income (4) 296,787,201 363,867,364
Deficit (4) 57,780,659 123,748,365
Total income tax (7) 105,142,436 111,340,839
Regular and alternative tax (8) 103,831,172 109,106,358
Total income tax after credits 62,949,220 63,348,204
AGRICULTURE, FORESTRY, AND FISHING (1)
Number of returns, total (2) 80,883 103,156
Number with net income (2) 43,827 52,776
Total assets (3) 40,738,977 52,651,197
Net worth (3) 11,460,935 15,406,221
Total receipts (4) 52,089,915 70,491,486
Business receipts (4) 48,850,056 65,419,402
Interest received (4,6) 476,654 775,383
Total deductions (4) 51,418,280 70,559,478
Cost of goods sold (4) 35,798,332 45,085,526
Interest paid 2,184,441 2,758,952
Net income (less deficit) (4) 673,158 -74,270
Net income (4) 2,464,381 2,930,905
Deficit (4) 1,791,222 3,005,175
Total income tax (7) 544,487 540,641
Regular and alternative tax (8) 533,768 531,787
Total income tax after credits 422,356 344,626
MINING (1)
Number of returns, total (2) 25,576 41,426
Number with net income (2) 12,698 18,031
Total assets (3) 126,947,880 240,815,996
Net worth (3) 54,068,148 104,772,797
Total receipts (4) 176,672,390 142,038,595
Business receipts (4) 167,397,918 126,710,610
Interest received (4,6) 1,301,266 3,584,890
Total deductions (4) 169,051,624 145,389,514
Cost of goods sold (4) 116,989,880 87,972,035
Interest paid 3,440,080 7,789,995
Net income (less deficit) (4) 7,750,561 -2,543,487
Net income (4) 10,133,685 6,166,623
Deficit (4) 2,383,124 8,710,110
Total income tax (7) 4,083,078 1,810,559
Regular and alternative tax (8) 3,947,569 1,736,952
Total income tax after credits 1,674,566 557,519
CONSTRUCTION (1)
Number of returns, total (2) 272,432 318,276
Number with net income (2) 150,368 185,613
Total assets (3) 132,939,026 215,297,771
Net worth (3) 32,826,174 54,687,270
Total receipts (4) 267,205,356 387,232,953
Business receipts (4) 260,387,692 374,590,273
Interest received (4,6) 2,073,650 3,851,628
Total deductions 262,116,275 382,823,113
Cost of goods sold 208,064,925 295,803,244
Interest paid 4,278,502 6,407,652
Net income (less deficit) 5,271,209 4,370,924
Net income (4) 8,911,143 11,053,145
Deficit (4) 3,639,934 6,682,220
Total income tax (7) 2,557,976 2,312,856
Regular and alternative tax (8) 2,521,507 2,243,786
Total income tax after credits 1,973,659 1,662,563
MANUFACTURING (1)
Number of returns, total (2) 242,550 276,545
Number with net income (2) 153,640 159,778
Total assets (3) 1,709,471,700 2,644,393,424
Net worth (3) 749,186,774 1,099,645,876
Total receipts (4) 2,404,323,844 2,831,062,496
Business receipts (4) 2,301,056,550 2,656,345,750
Interest received (4,6) 28,315,784 47,753,626
Total deductions (4) 2,290,593,808 2,733,105,346
Cost of goods sold (4) 1,707,143,900 1,797,852,805
Interest paid 54,177,356 90,452,072
Net income (less deficit) (4) 125,667,815 113,758,645
Net income (4) 141,547,510 142,541,119
Deficit (4) 15,879,695 28,782,474
Total income tax (7) 60,184,725 56,687,476
Regular and alternative tax (8) 59,577,413 55,553,921
Total income tax after credits 32,671,450 25,382,459
TRANSPORTATION AND PUBLIC UTILITIES (1)
Number of returns, total (2) 111,324 138,337
Number with net income (2) 62,232 69,938
Total assets 3 758,364,400 1,246,426,899
Net worth (3) 290,655,693 490,481,127
Total receipts (4) 523,807,396 772,358,188
Business receipts (4) 507,372,820 733,943,970
Interest received (4,6) 5,760,072 12,310,594
Total deductions (4) 503,954,285 747,836,158
Cost of goods sold (4) 336,868,172 381,028,354
Interest paid 27,638,591 44,880,858
Net income (less deficit) (4) 20,046,155 25,087,629
Net income (4) 24,917,293 37,880,144
Deficit (4) 4,871,138 12,792,516
Total income tax (7) 10,733,055 15,214,129
Regular and alternative tax (8) 10,532,722 14,881,470
Total income tax after credits 5,322,655 8,432,924
WHOLESALE AND RETAIL TRADE (1)
Number of returns, total (2) 799,628 917,301
Number with net income (2) 487,300 510,825
Total assets (3) 646,901,005 1,009,965,739
Net worth (3) 222,289,687 286,260,274
Total receipts (4) 1,955,523,778 2,473,865,453
Business receipts (4) 1,919,347,689 2,408,174,933
Interest received (4,6) 10,503,989 21,633,480
Total deductions (4) 1,919,454,218 2,440,403,373
Cost of goods sold (4) 1,538,128,634 1,869,766,621
Interest paid 25,645,855 38,217,998
Net income (less deficit) (4) 38,309,671 33,126,702
Net income (4) 49,426,500 51,434,500
Deficit (4) 11,116,829 18,307,798
Total income tax (7) 13,665,104 16,392,896
Regular and alternative tax (8) 13,515,653 16,130,885
Total income tax after credits 10,564,358 13,396,555
FINANCE, INSURANCE, AND REAL ESTATE (1)
Number of returns, total (2) 493,426 518,432
Number with net income (2) 273,853 285,273
Total assets (3) 4,022,206,073 7,029,452,681
Net worth (3) 530,541,317 1,161,968,009
Total receipts (4) 697,460,646 1,182,034,309
Business receipts (5) 256,892,475 501,993,840
Interest received (4,6) 315,146,115 541,268,193
Total deductions (4) 652,637,787 1,104,572,202
Cost of goods sold (4) 129,644,330 237,577,803
Interest paid 219,167,684 363,009,417
Net income (less deficit) (4) 33,122,792 60,670,526
Net income (4) 46,040,390 90,546,934
Deficit (4) 12,917,599 29,876,408
Total income tax (7) 9,804,884 13,598,201
Regular and alternative tax (8) 9,680,755 13,369,981
Total income tax after credits 7,699,628 10,193,877
SERVICES (1)
Number of returns, total (2) 671,338 939,390
Number with net income (2) 408,716 529,337
Total assets (3) 178,163,737 330,982,941
Net worth (3) 52,865,513 89,852,365
Total receipts (4) 279,883,187 534,587,609
Business receipts (4) 266,088,619 497,980,990
Interest received (4,6) 3,269,412 6,561,301
Total deductions (4) 271,792,974 528,685,613
Cost of goods sold (4) 129,352,692 176,070,808
Interest paid 8,033,612 15,027,259
Net income (less deficit) (4) 8,193,903 5,883,782
Net income (4) 13,246,601 21,124,460
Deficit (4) 5,052,698 15,240,678
Total income tax (7) 3,554,144 4,742,347
Regular and alternative tax (8) 3,497,265 4,621,875
Total income tax after credits 2,601,370 3,343,830
Industrial division and item 1990 1995
(3) (4)
ALL INDUSTRIAL DIVISIONS (1)
Number of returns, total (2) 3,716,650 4,474,167
Number with net income (2) 1,910,670 2,455,492
Total assets (3) 18,190,057,609 26,013,689,001
Net worth (3) 4,738,917,553 8,131,941,003
Total receipts (4) 11,409,520,074 14,539,050,114
Business receipts (4,5) 9,860,441,633 12,785,797,708
Interest received (4,6) 977,402,674 1,039,496,772
Total deductions (4) 11,032,574,630 13,821,277,581
Cost of goods sold (4) 6,610,769,883 8,206,073,365
Interest paid 825,372,164 744,764,676
Net income (less deficit) (4) 370,632,632 714,193,371
Net income (4) 552,526,789 880,653,345
Deficit (4) 181,894,157 166,459,975
Total income tax (7) 128,185,666 198,786,648
Regular and alternative tax (8) 119,434,430 193,564,219
Total income tax after credits 96,405,525 156,371,246
AGRICULTURE, FORESTRY, AND FISHING (1)
Number of returns, total (2) 126,423 147,527
Number with net income (2) 70,965 79,320
Total assets (3) 68,338,381 86,298,574
Net worth (3) 23,360,455 30,102,131
Total receipts (4) 88,101,065 107,581,973
Business receipts (4) 82,114,836 100,630,952
Interest received (4,6) 681,127 640,032
Total deductions (4) 86,883,128 105,967,360
Cost of goods sold (4) 52,758,720 56,765,231
Interest paid 2,852,242 2,892,302
Net income (less deficit) (4) 1,156,269 1,604,481
Net income (4) 4,328,433 5,402,335
Deficit (4) 3,172,164 3,797,857
Total income tax (7) 589,866 661,579
Regular and alternative tax (8) 569,812 640,696
Total income tax after credits 554,818 611,090
MINING (1)
Number of returns, total (2) 39,674 35,123
Number with net income (2) 18,436 18,776
Total assets (3) 219,197,640 268,690,014
Net worth (3) 110,339,579 132,123,209
Total receipts (4) 111,444,457 126,760,491
Business receipts (4) 97,321,579 114,163,493
Interest received (4,6) 3,849,674 2,985,957
Total deductions (4) 106,466,509 121,397,443
Cost of goods sold (4) 62,070,361 70,550,767
Interest paid 6,674,114 6,071,863
Net income (less deficit) (4) 5,302,223 5,530,975
Net income (4) 9,071,733 9,364,612
Deficit (4) 3,769,511 3,833,637
Total income tax (7) 2,223,977 2,119,370
Regular and alternative tax (8) 1,897,245 1,900,482
Total income tax after credits 1,348,333 1,171,880
CONSTRUCTION (1)
Number of returns, total (2) 406,874 449,882
Number with net income (2) 223,434 275,375
Total assets (3) 243,829,026 265,812,616
Net worth (3) 63,865,550 86,553,081
Total receipts (4) 534,654,044 637,090,195
Business receipts (4) 522,586,199 627,463,416
Interest received (4,6) 3,621,561 2,068,327
Total deductions 527,800,795 622,621,984
Cost of goods sold 407,448,745 483,881,784
Interest paid 7,368,430 5,280,750
Net income (less deficit) 6,824,608 14,458,024
Net income (4) 15,859,977 20,986,981
Deficit (4) 9,035,370 6,528,956
Total income tax (7) 2,092,196 2,462,222
Regular and alternative tax (8) 1,983,902 2,358,661
Total income tax after credits 1,906,537 2,281,997
MANUFACTURING (1)
Number of returns, total (2) 301,669 319,699
Number with net income (2) 167,509 185,590
Total assets (3) 3,921,323,756 4,941,072,530
Net worth (3) 1,392,233,318 1,739,529,985
Total receipts (4) 3,688,693,895 4,585,549,761
Business receipts (4) 3,434,141,360 4,290,704,760
Interest received (4,6) 81,135,811 86,746,437
Total deductions (4) 3,545,121,842 4,354,564,077
Cost of goods sold (4) 2,377,226,499 2,932,256,224
Interest paid 151,214,835 145,509,470
Net income (less deficit) (4) 171,373,726 260,909,947
Net income (4) 212,936,099 297,458,397
Deficit (4) 41,562,373 36,548,450
Total income tax (7) 64,385,522 83,817,532
Regular and alternative tax (8) 60,664,655 81,476,502
Total income tax after credits 38,972,735 54,282,797
TRANSPORTATION AND PUBLIC UTILITIES (1)
Number of returns, total (2) 160,353 194,456
Number with net income (2) 81,418 107,285
Total assets 3 1,522,045,738 1,903,213,778
Net worth (3) 508,667,821 633,131,635
Total receipts (4) 936,277,062 1,156,709,979
Business receipts (4) 874,111,070 1,086,623,231
Interest received (4,6) 18,194,729 22,314,329
Total deductions (4) 900,960,832 1,084,676,405
Cost of goods sold (4) 405,924,209 405,708,040
Interest paid 59,190,735 61,601,762
Net income (less deficit) (4) 35,413,596 72,911,176
Net income (4) 51,490,850 87,557,007
Deficit (4) 16,077,254 14,645,831
Total income tax (7) 17,114,547 27,186,351
Regular and alternative tax (8) 15,228,031 26,305,839
Total income tax after credits 15,882,038 24,836,576
WHOLESALE AND RETAIL TRADE (1)
Number of returns, total (2) 1,023,057 1,132,409
Number with net income (2) 527,128 626,022
Total assets (3) 1,447,296,828 1,919,717,823
Net worth (3) 354,827,439 533,870,160
Total receipts (4) 3,308,988,336 4,310,346,947
Business receipts (4) 3,216,861,660 4,206,376,331
Interest received (4,6) 29,851,239 30,425,682
Total deductions (4) 3,279,066,687 4,247,560,773
Cost of goods sold (4) 2,482,483,270 3,255,845,728
Interest paid 63,914,431 59,945,319
Net income (less deficit) (4) 30,094,078 63,566,712
Net income (4) 65,383,876 97,018,112
Deficit (4) 35,289,798 33,451,401
Total income tax (7) 13,839,310 20,301,551
Regular and alternative tax (8) 13,324,360 20,030,374
Total income tax after credits 12,616,076 18,475,899
FINANCE, INSURANCE, AND REAL ESTATE (1)
Number of returns, total (2) 609,138 683,211
Number with net income (2) 269,667 317,410
Total assets (3) 10,193,295,357 15,677,286,629
Net worth (3) 2,142,041,011 4,668,579,685
Total receipts (4) 1,954,709,651 2,278,103,923
Business receipts (5) 900,908,453 1,094,870,564
Interest received (4,6) 830,451,126 879,763,014
Total deductions (4) 1,809,867,575 1,985,795,615
Cost of goods sold (4) 526,244,728 614,755,680
Interest paid 506,921,011 433,479,978
Net income (less deficit) (4) 109,901,881 256,810,767
Net income (4) 158,458,842 295,423,415
Deficit (4) 48,556,962 38,612,648
Total income tax (7) 22,556,387 51,874,358
Regular and alternative tax (8) 20,709,720 50,691,121
Total income tax after credits 20,512,098 45,986,022
SERVICES (1)
Number of returns, total (2) 1,029,447 1,504,230
Number with net income (2) 546,268 843,922
Total assets (3) 572,842,266 950,737,457
Net worth (3) 143,154,346 307,630,801
Total receipts (4) 779,329,609 1,335,694,559
Business receipts (4) 726,041,364 1,263,790,767
Interest received (4,6) 9,526,124 14,541,126
Total deductions (4) 769,035,909 1,297,475,364
Cost of goods sold (4) 290,965,307 385,562,425
Interest paid 27,188,190 29,967,579
Net income (less deficit) (4) 10,616,792 38,407,562
Net income (4) 34,850,560 67,389,184
Deficit (4) 24,233,768 28,981,622
Total income tax (7) 5,368,531 10,358,678
Regular and alternative tax (8) 5,041,377 10,155,538
Total income tax after credits 4,597,561 8,719,982
Industrial division and item 1996 1997
(5) (6)
ALL INDUSTRIAL DIVISIONS (1)
Number of returns, total (2) 4,631,370 4,710,083
Number with net income (2) 2,588,424 2,647,474
Total assets (3) 28,642,263,127 33,029,652,126
Net worth (3) 9,495,226,103 11,353,013,694
Total receipts (4) 15,525,718,006 16,609,707,302
Business receipts (4,5) 13,659,470,309 14,460,928,695
Interest received (4,6) 1,082,071,703 1,186,893,564
Total deductions (4) 14,728,089,018 15,704,242,236
Cost of goods sold (4) 8,707,100,240 9,114,245,646
Interest paid 770,885,334 866,474,183
Net income (less deficit) (4) 806,464,990 915,396,637
Net income (4) 986,782,683 1,117,825,239
Deficit (4) 180,297,692 202,428,602
Total income tax (7) 223,712,985 239,394,206
Regular and alternative tax (8) 219,756,610 235,325,362
Total income tax after credits 170,609,759 184,152,808 (r)
AGRICULTURE, FORESTRY, AND FISHING (1)
Number of returns, total (2) 158,963 163,114
Number with net income (2) 90,012 91,964
Total assets (3) 94,140,118 91,964,030
Net worth (3) 32,757,173 32,990,807
Total receipts (4) 119,737,058 117,387,555
Business receipts (4) 111,727,224 107,930,422
Interest received (4,6) 759,958 601,918
Total deductions (4) 117,166,334 114,673,629
Cost of goods sold (4) 63,581,911 60,245,509
Interest paid 3,008,936 2,978,589
Net income (less deficit) (4) 2,614,131 2,673,835
Net income (4) 6,262,057 6,310,262
Deficit (4) 3,647,926 3,636,427
Total income tax (7) 764,345 659,642
Regular and alternative tax (8) 748,862 647,752
Total income tax after credits 659,975 599,306 (r)
MINING (1)
Number of returns, total (2) 35,799 32,996
Number with net income (2) 18,098 17,281
Total assets (3) 299,106,231 324,294,826
Net worth (3) 151,720,805 165,095,652
Total receipts (4) 141,278,092 150,318,265
Business receipts (4) 127,583,639 134,379,404
Interest received (4,6) 3,096,278 3,708,511
Total deductions (4) 133,385,823 141,046,419
Cost of goods sold (4) 78,022,883 78,465,626
Interest paid 6,179,872 6,768,047
Net income (less deficit) (4) 8,152,607 9,728,562
Net income (4) 12,112,260 14,191,366
Deficit (4) 3,959,653 4,462,804
Total income tax (7) 2,525,467 3,141,128
Regular and alternative tax (8) 2,348,394 2,951,254
Total income tax after credits 1,350,678 2,016,107 (r)
CONSTRUCTION (1)
Number of returns, total (2) 471,230 487,783
Number with net income (2) 300,890 307,733
Total assets (3) 284,595,206 314,551,349
Net worth (3) 92,427,338 99,144,660
Total receipts (4) 710,467,223 779,014,473
Business receipts (4) 699,596,890 768,122,399
Interest received (4,6) 2,089,412 2,079,884
Total deductions 692,581,515 758,429,123
Cost of goods sold 537,067,796 589,184,488
Interest paid 5,473,796 5,949,039
Net income (less deficit) 17,878,460 20,522,439
Net income (4) 25,036,702 27,816,466
Deficit (4) 7,158,242 7,294,027
Total income tax (7) 2,958,069 2,953,440
Regular and alternative tax (8) 2,847,146 2,846,960
Total income tax after credits 2,667,923 2,817,956 (r)
MANUFACTURING (1)
Number of returns, total (2) 325,689 325,045
Number with net income (2) 191,254 195,038
Total assets (3) 5,425,184,573 5,966,306,398
Net worth (3) 1,966,848,773 2,110,695,629
Total receipts (4) 4,902,669,122 5,177,663,770
Business receipts (4) 4,567,209,064 4,794,291,330
Interest received (4,6) 102,537,639 116,819,943
Total deductions (4) 4,652,960,523 4,910,704,056
Cost of goods sold (4) 3,125,013,437 3,241,577,938
Interest paid 156,862,195 175,064,011
Net income (less deficit) (4) 286,059,822 305,958,154
Net income (4) 325,291,340 352,453,829
Deficit (4) 39,231,518 46,495,675
Total income tax (7) 95,502,448 101,849,787
Regular and alternative tax (8) 93,646,267 100,318,010
Total income tax after credits 58,911,200 64,320,142 (r)
TRANSPORTATION AND PUBLIC UTILITIES (1)
Number of returns, total (2) 205,777 209,412
Number with net income (2) 111,811 110,657
Total assets 3 2,069,453,023 2,219,019,293
Net worth (3) 714,120,889 762,083,589
Total receipts (4) 1,257,010,639 1,330,726,431
Business receipts (4) 1,183,959,691 1,247,593,251
Interest received (4,6) 23,432,987 26,135,120
Total deductions (4) 1,182,369,290 1,260,911,843
Cost of goods sold (4) 453,455,420 482,982,473
Interest paid 64,006,991 69,385,093
Net income (less deficit) (4) 75,400,172 70,984,769
Net income (4) 93,129,707 95,097,536
Deficit (4) 17,729,536 24,112,767
Total income tax (7) 28,376,759 28,506,843
Regular and alternative tax (8) 27,775,587 27,790,676
Total income tax after credits 25,964,110 25,578,329 (r)
WHOLESALE AND RETAIL TRADE (1)
Number of returns, total (2) 1,142,491 1,149,132
Number with net income (2) 652,504 656,288
Total assets (3) 2,016,232,163 1,947,931,949
Net worth (3) 568,677,377 613,532,103
Total receipts (4) 4,490,073,608 4,703,816,853
Business receipts (4) 4,383,103,174 4,588,802,594
Interest received (4,6) 31,317,702 31,259,696
Total deductions (4) 4,418,321,110 4,624,196,186
Cost of goods sold (4) 3,378,472,096 3,523,438,346
Interest paid 61,708,013 65,839,595
Net income (less deficit) (4) 73,353,268 81,584,637
Net income (4) 107,999,874 117,042,233
Deficit (4) 34,646,606 35,457,596
Total income tax (7) 22,694,239 23,871,953
Regular and alternative tax (8) 22,435,178 23,550,018
Total income tax after credits 20,733,437 21,960,724 (r)
FINANCE, INSURANCE, AND REAL ESTATE (1)
Number of returns, total (2) 723,754 744,545
Number with net income (2) 341,136 344,625
Total assets (3) 17,360,053,164 20,905,619,903
Net worth (3) 5,605,211,611 7,155,654,580
Total receipts (4) 2,406,855,250 2,711,269,836
Business receipts (5) 1,176,179,679 1,282,307,615
Interest received (4,6) 901,666,932 987,114,539
Total deductions (4) 2,076,613,597 2,304,339,835
Cost of goods sold (4) 632,948,266 661,222,720
Interest paid 439,762,655 501,112,985
Net income (less deficit) (4) 299,149,193 373,482,032
Net income (4) 337,822,090 413,000,341
Deficit (4) 38,672,897 39,518,308
Total income tax (7) 58,301,659 63,604,700
Regular and alternative tax (8) 57,556,938 62,650,267
Total income tax after credits 50,141,559 54,749,329 (r)
SERVICES (1)
Number of returns, total (2) 1,557,401 1,592,854
Number with net income (2) 881,427 921,533
Total assets (3) 1,092,310,137 1,259,381,543
Net worth (3) 363,120,124 413,665,895
Total receipts (4) 1,496,215,552 1,638,587,903
Business receipts (4) 1,408,716,487 1,536,597,024
Interest received (4,6) 17,157,456 19,166,408
Total deductions (4) 1,453,204,496 1,589,010,688
Cost of goods sold (4) 437,521,006 476,468,909
Interest paid 33,871,749 39,371,150
Net income (less deficit) (4) 43,952,204 50,470,448
Net income (4) 79,102,121 91,879,768
Deficit (4) 35,149,916 41,409,320
Total income tax (7) 12,588,705 14,804,587
Regular and alternative tax (8) 12,397,017 14,568,298
Total income tax after credits 10,179,585 12,108,785 (r)
See notes at end of this section.
Table 14b.–Corporation Income Tax Returns: Selected Balance Sheet,
Income Statement, and Tax Items, by North American Industry
classification System (NAICS) Industrial Sector, Income Years 1998
and 1999
[All figures are estimates based on samples–money amounts are inthousands of dollars]
Industrial sector and item 1998 1999
ALL INDUSTRIAL SECTORS (1)
Number of returns, total (2) 4,848,888 4,935,904
Number with net income (2) 2,760,814 2,812,175
Total assets (3) 37,347,352,986 41,464,152,854
Networth (3) 13,108,275,236 15,362,860,996
Total receipts (4) 17,323,955,004 18,892,385,694
Business receipts (4,5) 15,010,264,802 18,313,971,385
Interest received (4,6) 1,276,768,885 1,353,552,485
Total deductions (4) 16,489,425,015 17,966,972,060
Cost of goods sold (4) 9,362,392,237 10,284,098,039
Interest paid 966,659,473 1,018,972,484
Net income (less deficit) (4) 838,223,591 928,955,528
Net income (4) 1,091,150,050 1,229,295,911
Deficit (4) 252,926,459 300,340,383
Total income tax (7) 231,399,671 241,987,588
Regular and alternative tax (8) 228,021,519 238,722,344
Total income tax after credits 181,545,146 193,027,641
AGRICULTURE, FORESTRY, HUNTING,
AND FISHING (1)
Number of returns, total (2) 135,107 141,678
Number with net income (2) 71,439 73,861
Total assets (3) 96,299,993 102,896,414
Networth (3) 36,418,247 37,991,103
Total receipts (4) 110,588,698 115,897,645
Business receipts (4) 100,398,430 104,645,084
Interest received (4,6) 627,434 677,020
Total deductions (4) 110,125,234 114,521,646
Cost of goods sold (4) 56,835,616 58,439,010
Interest paid 3,117,877 3,460,472
Net income (less deficit) (4) 529,117 1,388,996
Net income (4) 5,485,926 5,938,589
Deficit (4) 4,956,809 4,549,592
Total income tax (7) 620,915 602,018
Regular and alternative tax (8) 610,268 592,430
Total income tax after credits 547,808 544,293
MINING (1)
Number of returns, total (2) 31,467 30,849
Number with net income (2) 16,045 15,291
Total assets (3) 344,842,939 358,374,736
Networth (3) 170,579,986 178,084,613
Total receipts (4) 131,071,579 124,847,341
Business receipts (4) 116,905,970 109,685,715
Interest received (4,6) 3,873,591 4,710,874
Total deductions (4) 130,388,596 125,494,571
Cost of goods sold (4) 66,380,586 63,289,692
Interest paid 7,911,568 9,008,339
Net income (less deficit) (4) 1,091,102 -134,901
Net income (4) 8,826,382 8,519,139
Deficit (4) 7,735,280 8,654,040
Total income tax (7) 2,116,331 1,770,981
Regular and alternative tax (8) 1,987,944 1,615,297
Total income tax after credits 1,382,782 1,064,375
UTILITIES (1)
Number of returns, total (2) 8,067 7,044
Number with net income (2) 4,556 4,620
Total assets (3) 1,034,143,980 1,171,606,471
Networth (3) 345,181,633 374,868,607
Total receipts (4) 475,839,324 516,184,353
Business receipts (4) 450,830,225 478,836,511
Interest received (4,6) 7,797,767 9,222,895
Total deductions (4) 445,297,488 477,659,203
Cost of goods sold (4) 276,406,488 301,858,130
Interest paid 28,451,377 30,445,753
Net income (less deficit) (4) 31,509,342 39,017,164
Net income (4) 37,950,376 42,332,613
Deficit (4) 6,441,034 3,315,449
Total income tax (7) 12,854,663 14,087,853
Regular and alternative tax (8) 12,763,441 13,916,825
Total income tax after credits 11,257,262 12,912,267
CONSTRUCTION (1)
Number of returns, total (2) 551,935 580,302
Number with net income (2) 350,586 374,809
Total assets (3) 415,679,597 463,072,728
Networth (3) 124,212,135 139,215,432
Total receipts (4) 875,357,103 990,661,562
Business receipts (4) 859,139,558 973,521,174
Interest received (4,6) 2,858,133 3,050,095
Total deductions (4) 846,846,638 957,850,706
Cost of goods sold (4) 646,521,716 734,146,024
Interest paid 8,234,453 8,717,303
Net income (less deficit) (4) 28,385,998 32,654,317
Net income (4) 37,355,248 42,285,794
Deficit (4) 8,969,250 9,631,477
Total income tax (7) 3,848,773 4,375,585
Regular and alternative tax (8) 3,720,221 4,280,010
Total income tax after credits 3,671,586 4,142,447
MANUFACTURING
Number of returns, total (2) 309,912 297,714
Number with net income (2) 187,502 184,923
Total assets (3) 6,407,878,676 6,812,198,288
Networth (3) 2,176,868,544 2,347,201,417
Total receipts (4) 4,967,763,340 5,207,025,164
Business receipts (4) 4,591,071,027 4,801,823,220
Interest received (4,6) 110,421,209 113,423,902
Total deductions (4) 4,758,096,862 4,996,507,899
Cost of goods sold (4) 3,128,946,941 3,278,506,854
Interest paid 172,772,207 184,827,327
Net income (less deficit) (4) 246,022,462 247,281,612
Net income (4) 300,629,903 311,008,480
Deficit (4) 54,607,441 63,726,868
Total income tax (7) 85,160,606 87,650,593
Regular and alternative tax (8) 84,044,758 86,663,477
Total income tax after credits 51,821,656 56,836,653
WHOLESALE AND RETAIL TRADE (1)
Number of returns, total (2) 956,803 948,371
Number with net income (2) 562,107 567,059
Total assets (3) 1,955,833,869 2,136,070,543
Networth (3) 630,317,171 697,058,437
Total receipts (4) 4,626,956,885 4,913,443,742
Business receipts (4) 4,516,670,915 4,789,438,632
Interest received (4,6) 23,303,872 25,791,809
Total deductions (4) 4,541,306,580 4,823,250,170
Cost of goods sold (4) 3,500,642,975 3,713,954,583
Interest paid 56,868,644 59,036,213
Net income (less deficit) (4) 86,950,940 91,938,690
Net income (4) 119,780,848 133,647,997
Deficit (4) 32,829,908 41,709,307
Total income tax (7) 25,333,188 27,897,471
Regular and alternative tax (8) 25,050,231 27,586,344
Total income tax after credits 23,551,505 25,958,590
TRANSPORATION AND WAREHOUSING (1)
Number of returns, total (2) 159,646 160,195
Number with net income (2) 94,327 85,618
Total assets (3) 460,299,605 495,262,107
Networth (3) 157,718,753 168,809,002
Total receipts (4) 488,074,225 506,307,909
Business receipts (4) 469,626,605 485,223,550
Interest received (4,6) 5,211,712 4,952,614
Total deductions (4) 472,624,631 496,110,964
Cost of goods sold (4) 145,243,592 144,954,534
Interest paid 12,890,808 14,114,833
Net income (less deficit) (4) 15,813,288 10,441,695
Net income (4) 21,950,223 18,783,289
Deficit (4) 6,136,935 8,341,594
Total income tax (7) 5,220,126 4,556,134
Regular and alternative tax (8) 4,974,510 4,442,795
Total income tax after credits 4,465,867 3,944,800
INFORMATION (1)
Number of returns, total (2) 100,977 107,628
Number with net income (2) 46,604 50,591
Total assets (3) 1,657,751,562 2,321,203,242
Networth (3) 630,069,085 967,927,509
Total receipts (4) 759,064,134 889,706,510
Business receipts (4) 667,610,273 760,824,421
Interest received (4,6) 26,513,904 31,706,595
Total deductions (4) 728,192,854 851,795,719
Cost of goods sold (4) 184,295,336 202,700,271
Interest paid 52,171,340 61,139,001
Net income (less deficit) (4) 32,662,060 39,705,442
Net income (4) 68,476,679 94,470,726
Deficit (4) 35,814,619 54,765,284
Total income tax (7) 20,501,328 25,266,589
Regular and alternative tax (8) 20,274,203 25,200,587
Total income tax after credits 18,440,210 23,070,009
FINANCE AND INSURANCE (1)
Number of returns, total (2) 218,193 217,780
Number with net income (2) 139,109 134,024
Total assets (3) 17,305,086,833 19,824,587,927
Networth (3) 7,518,173,882 8,940,180,581
Total receipts (4) 2,357,691,805 3,008,131,381
Business receipts (4,5) 1,285,017,559 1,740,167,487
Interest received (4,6) 720,794,899 811,320,049
Total deductions (4) 2,037,238,331 2,610,951,725
Cost of goods sold (4) 744,162,763 1,162,852,049
Interest paid 344,911,753 392,893,417
Net income (less deficit) (4) 285,178,258 360,667,738
Net income (4) 317,490,397 393,580,700
Deficit (4) 32,312,139 32,912,962
Total income tax (7) 40,155,581 40,300,522
Regular and alternative tax (8) 39,623,438 39,435,856
Total income tax after credits 35,809,588 33,861,687
REAL ESTATE AND RENTAL AND
LEASING (1)
Number of returns, total (2) 521,917 521,447
Number with net income (2) 212,436 207,998
Total assets (3) 496,174,007 555,038,279
Networth (3) 138,405,897 148,473,459
Total receipts (4) 205,765,416 215,874,696
Business receipts (4,5) 175,701,248 185,450,183
Interest received (4,6) 6,601,541 6,782,681
Total deductions (4) 196,769,688 209,273,861
Cost of goods sold (4) 44,622,040 44,747,394
Interest paid 15,839,859 16,981,007
Net income (less deficit) (4) 8,872,883 6,486,094
Net income (4) 19,183,985 17,966,220
Deficit (4) 10,311,103 11,480,126
Total income tax (7) 2,789,218 2,530,093
Regular and alternative tax (8) 2,615,409 2,377,866
Total income tax after credits 2,664,038 2,395,153
PROFESSIONAL, SCIENTIFIC, AND
TECHNICAL SERVICES (1)
Number of returns, total (2) 623,784 657,153
Number with net income (2) 384,536 409,951
Total assets (3) 299,636,432 373,290,013
Networth (3) 110,823,199 139,391,301
Total receipts (4) 563,742,939 604,083,026
Business receipts (4) 540,924,209 576,276,292
Interest received (4,6) 3,875,671 4,427,474
Total deductions (4) 545,623,562 591,035,814
Cost of goods sold (4) 185,899,820 183,976,411
Interest paid 6,192,565 7,612,211
Net income (less deficit) (4) 18,166,687 13,263,768
Net income (4) 36,794,790 39,516,735
Deficit (4) 18,628,103 26,252,968
Total income tax (7) 4,892,809 4,784,997
Regular and alternative tax (8) 4,848,521 4,735,208
Total income tax after credits 4,277,480 4,088,564
MANAGEMENT OF COMPANIES
(HOLDING COMPANIES) (1)
Number of returns, total (2) 30,931 43,246
Number with net income (2) 14,278 17,304
Total assets (3) 6,036,081,553 5,936,042,852
Networth (3) 794,827,208 937,394,942
Total receipts (4) 550,818,360 518,531,619
Business receipts (4) 90,497,966 91,583,476
Interest received (4) 354,245,184 327,262,346
Total deductions (4) 491,555,673 457,651,453
Cost of goods sold (4) 4,093,481 1,341,171
Interest paid 227,006,009 198,179,812
Net income (less deficit) (4) 56,727,056 58,098,072
Net income (4) 61,617,002 63,362,066
Deficit (4) 4,889,946 5,263,994
Total income tax (7) 19,773,001 20,151,630
Regular and alternative tax (8) 19,528,114 20,060,393
Total income tax after credits 16,608,717 17,557,723
ADMINISTRATIVE AND SUPPORT AND
WASTE MANAGEMENT AND
REMEDIATION SERVICES (1)
Number of returns, total (2) 200,449 205,011
Number with net income (2) 122,276 120,197
Total assets (3) 188,316,699 203,660,243
Networth (3) 68,348,928 63,853,465
Total receipts (4) 277,178,204 296,911,229
Business receipts (4) 263,655,627 283,700,509
Interest received (4,6) 3,181,418 2,466,255
Total deductions (4) 270,127,054 290,332,899
Cost of goods sold (4) 124,986,629 132,743,416
Interest paid 5,863,680 6,037,846
Net income (less deficit) (4) 7,311,477 7,193,907
Net income (4) 12,520,454 12,185,525
Deficit (4) 5,208,977 4,991,618
Total income tax (7) 2,060,959 1,759,550
Regular and alternative tax (8) 2,030,934 1,724,934
Total income tax after credits 1,768,277 1,345,004
EDUCATIONAL SERVICES (1)
Number of returns, total (2) 36,959 35,196
Number with net income (2) 24,011 22,139
Total assets (3) 12,015,998 13,290,030
Networth (3) 4,711,049 4,890,418
Total receipts (4) 25,845,444 23,083,618
Business receipts (4) 23,196,929 20,532,679
Interest received (4,6) 93,441 108,347
Total deductions (4) 25,001,911 22,520,730
Cost of goods sold (4) 5,567,853 4,264,602
Interest paid 247,281 288,455
Net income (less deficit) (4) 841,910 559,735
Net income (4) 1,363,597 1,303,279
Deficit (4) 521,687 743,543
Total income tax (7) 172,739 176,634
Regular and alternative tax (8) 170,401 175,768
Total income tax after credits 160,680 169,169
HEALTH CARE AND SOCIAL
ASSISTANCE (1)
Number of returns, total (2) 307,258 303,499
Number with net income (2) 178,952 179,919
Total assets (3) 217,705,783 216,011,347
Networth (3) 70,205,539 65,619,372
Total receipts (4) 372,531,571 385,912,697
Business receipts (4) 357,156,938 371,442,071
Interest received (4) 1,768,297 1,808,445
Total deductions (4) 368,324,288 380,770,874
Cost of goods sold (4) 45,407,694 46,030,202
Interest paid 7,379,882 7,731,279
Net income (less deficit) (4) 4,133,910 5,076,755
Net income (4) 13,914,520 15,190,047
Deficit (4) 9,780,610 10,113,292
Total income tax (7) 1,769,004 1,779,862
Regular and alternative tax (8) 1,751,998 1,762,161
Total income tax after credits 1,732,053 1,726,157
ARTS, ENTERTAINMENT, AND
RECREATION (1)
Number of returns, total (2) 92,966 93,922
Number with net income (2) 45,831 44,376
Total assets (3) 73,334,657 81,870,705
Networth (3) 18,208,673 22,987,987
Total receipts (4) 67,273,020 76,849,223
Business receipts (4) 60,387,702 70,756,712
Interest received (4,6) 1,016,055 1,001,877
Total deductions (4) 65,413,634 76,004,686
Cost of goods sold (4) 13,913,998 15,558,840
Interest paid 2,859,173 3,153,120
Net income (less deficit) (4) 1,864,448 821,493
Net income (4) 5,242,957 4,931,288
Deficit (4) 3,378,510 4,109,794
Total income tax (7) 613,745 498,551
Regular and alternative tax (8) 588,320 452,837
Total income tax after credits 535,839 452,800
ACCOMMODATION, FOOD SERVICES,
AND DRINKING PLACES (1)
Number of returns, total (2) 245,334 252,113
Number with net income (2) 118,510 122,757
Total assets (3) 257,795,912 307,607,229
Networth (3) 82,797,524 97,933,991
Total receipts (4) 317,528,271 342,083,590
Business receipts (4) 295,686,536 318,528,271
Interest received (4,6) 3,649,732 3,924,941
Total deductions (4) 309,897,224 332,848,457
Cost of goods sold (4) 126,010,805 131,317,833
Interest paid 11,177,826 12,290,148
Net income (less deficit) (4) 7,895,034 10,066,516
Net income (4) 15,097,570 16,629,585
Deficit (4) 7,202,537 6,563,069
Total income tax (7) 2,679,119 3,128,707
Regular and alternative tax (8) 2,608,377 3,036,759
Total income tax after credits 2,051,196 2,315,528
OTHER SERVICES (1)
Number of returns, total (2) 300,313 305,725
Number with net income (2) 180,851 183,395
Total assets (3) 87,416,961 90,106,610
Networth (3) 30,679,258 30,783,792
Total receipts (4) 148,369,892 151,673,526
Business receipts (4) 143,395,451 146,498,454
Interest received (4,6) 928,360 907,132
Total deductions (4) 143,776,511 147,324,436
Cost of goods sold (4) 60,956,443 61,680,640
Interest paid 2,731,937 2,844,964
Net income (less deficit) (4) 4,591,932 4,317,819
Net income (4) 7,237,035 7,191,706
Deficit (4) 2,645,103 2,873,886
Total income tax (7) 824,431 665,085
Regular and alternative tax (8) 817,298 658,064
Total income tax after credits 785,562 637,689
See notes at end of this section.
Table 15.–Corporation Profits Before Taxes per National Income
and Product Accounts (NIPA) and per S0I, and Income Subject to
Tax per SOI, Income Years 1960-2001
[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 792.4 915.4 683.8
1998 721.1 838.2 663.4
1999 776.3 929.0 693.7
2000 (r) 845.4 n.a. n.a.
p2001 698.5 n.a. n.a.
See notes at end of this section.
Table 16.–Nonprofit Charitable Organization and Domestic Private
Foundation Information Returns, and Tax-Exempt Organization
Business Income Tax Returns: Selected Financial Data for Specified
Income Years, 1985-1998
[All figures are estimates based on samples–money amounts are inmillions of dollars]
Item 1985 1990
(1) (2)
NONPROFIT CHARITABLE
ORGANIZATION
INFORMATION RETURNS (l)
Number of returns 106,449 141,757
Total assets, book value (2) 423,544 697,315
Total liabilities (2) 186,390 321,984
Total fund balance or net worth (2) 237,155 375,331
Total revenue 268,390 435,567
Program service revenue (3) 167,893 306,899
Contributions, gifts, and grants 55,771 85,332
Membership dues and assessments 3,751 5,016
Other 40,975 38,320
Total expenses 244,214 409,447
Excess of revenue over expenses (net) 24,175 26,120
DOMESTIC PRIVATE FOUNDATION
INFORMATION RETURNS
Number of returns, total 31,171 40,105
Nonoperating foundations (4) 28,599 36,880
Operating foundations (4) 2,571 3,226
Total assets, book value (2) 71,394 122,412
Total assets, fair market value (2) 94,996 150,997
Investments in securities (2) 73,294 114,969
Total revenue 16,193 19,006
Total expenses 7,141 11,285
Contributions, gifts, and grants paid 5,171 8,560
Excess of revenue over expenses (net) 9,053 7,721
Net investment income (5) 9,995 11,931
TAX-EXEMPT ORGANIZATION
UNRELATED BUSINESS
INCOME TAX RETURNS (6)
Number of returns, total n.a. 31,091
With net income (taxable profit) n.a. 14,557
Without net income (taxable profit) n.a. 16,534
Gross unrelated business income (7) n.a. 3,511
Total deductions (7,8) n.a. 4,143
Net income (less deficit) n.a. -632
Net income (taxable profit) n.a. 389
Deficit n.a. 1,020
Unrelated business income tax n.a. 99
Total tax (9) n.a. 99
Item 1995 1996
(3) (4)
NONPROFIT CHARITABLE
ORGANIZATION
INFORMATION RETURNS (l)
Number of returns 180,931 192,059
Total assets, book value (2) 1,143,079 1,293,439
Total liabilities (2) 512,383 564,566
Total fund balance or net worth (2) 630,696 728,873
Total revenue 663,371 704,346
Program service revenue (3) 443,052 467,559
Contributions, gifts, and grants 127,743 137,666
Membership dues and assessments 6,148 6,347
Other 86,428 92,774
Total expenses 604,645 637,917
Excess of revenue over expenses (net) 58,725 66,429
DOMESTIC PRIVATE FOUNDATION
INFORMATION RETURNS
Number of returns, total 47,917 50,774
Nonoperating foundations (4) 43,966 46,066
Operating foundations (4) 3,951 4,708
Total assets, book value (2) 195,570 232,565
Total assets, fair market value (2) 242,917 288,588
Investments in securities (2) 190,739 225,087
Total revenue 30,814 48,247
Total expenses 17,189 19,852
Contributions, gifts, and grants paid 12,256 14,519
Excess of revenue over expenses (net) 13,626 28,395
Net investment income (5) 20,355 26,189
TAX-EXEMPT ORGANIZATION
UNRELATED BUSINESS
INCOME TAX RETURNS (6)
Number of returns, total 36,394 40,621
With net income (taxable profit) 18,157 19,511
Without net income (taxable profit) 18,237 21,109
Gross unrelated business income (7) 6,280 7,295
Total deductions (7,8) 7,253 8,096
Net income (less deficit) -974 -801
Net income (taxable profit) 893 1,170
Deficit 1,867 1,971
Unrelated business income tax 277 372
Total tax (9) 277 373
Item 1997 1998
(5) (6)
NONPROFIT CHARITABLE
ORGANIZATION
INFORMATION RETURNS (l)
Number of returns 198,957 207,272
Total assets, book value (2) 1,438,977 1,351,541
Total liabilities (2) 624,978 459,188
Total fund balance or net worth (2) 813,998 892,353
Total revenue 754,616 752,044
Program service revenue (3) 486,407 502,832
Contributions, gifts, and grants 146,171 161,751
Membership dues and assessments 6,823 6,952
Other 115,215 80,508
Total expenses 677,143 684,566
Excess of revenue over expenses (net) 77,473 67,478
DOMESTIC PRIVATE FOUNDATION
INFORMATION RETURNS
Number of returns, total 55,113 56,658
Nonoperating foundations (4) 50,541 52,460
Operating foundations (4) 4,572 4,198
Total assets, book value (2) 280,920 325,672
Total assets, fair market value (2) 342,689 397,064
Investments in securities (2) 272,412 317,900
Total revenue 55,460 59,735
Total expenses 22,414 25,902
Contributions, gifts, and grants paid 16,421 19,394
Excess of revenue over expenses (net) 33,046 33,833
Net investment income (5) 34,801 39,313
TAX-EXEMPT ORGANIZATION
UNRELATED BUSINESS
INCOME TAX RETURNS (6)
Number of returns, total 39,302 46,208
With net income (taxable profit) 20,827 24,332
Without net income (taxable profit) 18,475 21,876
Gross unrelated business income (7) 7,809 7,585
Total deductions (7,8) 8,495 8,182
Net income (less deficit) -686 -597
Net income (taxable profit) 1,375 1,670
Deficit 2,061 2,267
Unrelated business income tax 418 506
Total tax (9) 423 464
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 anestimate based on a sample]
Taxable estate
tax returns (2)
Selected Total Number Percentage
year of adult of adult
death deaths (1) 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, 1987-2002
[Money amounts are in millions of dollars]Amount collected by type of return
Individual Corporation
Quarter and fiscal year income income
Total (1) taxes (2) taxes (3)
(1) (2) (3)
FISCAL YEAR 1987, TOTAL (7) 886,290 45,462 102,859
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 1,024,718 518,732 117,015
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 1,290,246 619,819 154,205
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 1,117,078 236,655
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, TOTAL 2,144,744 1,178,210 186,732
October 2000 – December 2000 466,710 228,483 64,597
January 2001 – March 2001 523,566 285,417 38,239
April 2001 – June 2001 709,403 425,471 64,709
July 2001 – September 2001 445,065 238,839 19,187
FISCAL YEAR 2002
October 2001 – December 2001 480,971 235,729 71,783
Amount collected by type of return
Excise taxes
Bureau of
Quarter and fiscal year Internal Alcohol,
Revenue Tobacco and
Service (1,4) Firearms (1,5)
(4) (5)
FISCAL YEAR 1987, TOTAL (7) 33,311 (4)
October 1986 – December 1986 8,281 N/A
January 1987 – March 1987 7,925 N/A
April 1987 – June 1987 8,493 N/A
July 1987 – September 1987 (7) 8,612 (4)
FISCAL YEAR 1988, TOTAL 28,934 10,507
October 1987 – December 1987 6,475 2,911
January 1988 – March 1988 5,304 2,337
April 1988 – June 1988 6,550 2,763
July 1988 – September 1988 7,605 2,496
FISCAL YEAR 1989, TOTAL 25,977 11,397
October 1988 – December 1988 6,475 2,985
January 1989 – March 1989 6,098 2,395
April 1989 – June 1989 6,899 3,401
July 1989 – September 1989 6,324 2,615
FISCAL YEAR 1990, TOTAL 27,139 10,235
October 1989 – December 1989 6,184 2,790
January 1990 – March 1990 5,868 2,187
April 1990 – June 1990 8,143 2,690
July 1990 – September 1990 6,944 2,568
FISCAL YEAR 1991, TOTAL 30,452 12,895
October 1990 – December 1990 6,363 2,753
January 1991 – March 1991 7,107 2,919
April 1991 – June 1991 7,545 3,545
July 1991 – September 1991 9,436 3,678
FISCAL YEAR 1992, TOTAL 33,566 13,395
October 1991 – December 1991 8,238 3,572
January 1992 – March 1992 8,159 2,823
April 1992 – June 1992 8,311 3,539
July 1992 – September 1992 8,858 3,461
FISCAL YEAR 1993, TOTAL 34,962 13,987
October 1992 – December 1992 8,388 3,581
January 1993 – March 1993 8,317 3,074
April 1993 – June 1993 8,739 3,776
July 1993 – September 1993 9,518 3,556
FISCAL YEAR 1994, TOTAL 43,505 13,779
October 1993 – December 1993 9,907 3,525
January 1994 – March 1994 9,932 3,009
April 1994 – June 1994 10,629 3,592
July 1994 – September 1994 12,536 3,653
FISCAL YEAR 1995, TOTAL 44,981 14,317
October 1994 – December 1994 11,029 3,791
January 1995 – March 1995 10,791 2,982
April 1995 – June 1995 11,116 3,603
July 1995 – September 1995 12,045 3,941
FISCAL YEAR 1996, TOTAL 42,222 13,805
October 1995 – December 1995 11,409 3,411
January 1996 – March 1996 9,939 2,959
April 1996 – June 1996 9,835 3,532
July 1996 – September 1996 11,039 3,903
FISCAL YEAR 1997, TOTAL 44,806 13,883
October 1996 – December 1996 10,052 3,261
January 1997 – March 1997 10,762 3,052
April 1997 – June 1997 11,600 3,524
July 1997 – September 1997 12,393 4,046
FISCAL YEAR 1998, TOTAL 45,643 13,588
October 1997 – December 1997 12,424 3,181
January 1998 – March 1998 11,424 2,968
April 1998 – June 1998 12,575 3,581
July 1998 – September 1998 9,220 3,858
FISCAL YEAR 1999, TOTAL 58,585 13,491
October 1998 – December 1998 18,017 3,216
January 1999 – March 1999 12,179 2,915
April 1999 – June 1999 13,366 3,457
July 1999 – September 1999 15,023 3,903
FISCAL YEAR 2000, TOTAL 54,810 16,838
October 1999 – December 1999 12,611 3,523
January 2000 – March 2000 13,107 3,540
April 2000 – June 2000 13,608 4,217
July 2000 – September 2000 15,484 4,558
FISCAL YEAR 2001, TOTAL 52,420 15,910
October 2000 – December 2000 12,574 3,782
January 2001 – March 2001 13,437 3,471
April 2001 – June 2001 12,369 4,137
July 2001 – September 2001 14,040 4,520
FISCAL YEAR 2002
October 2001 – December 2001 11,826 3,756
Amount collected by type of return
Quarter and fiscal year Employment Estate and
taxes (5) gift taxes
(6) (7)
FISCAL YEAR 1987, TOTAL (7) 277,000 7,668
October 1986 – December 1986 55,615 1,872
January 1987 – March 1987 71,156 1,819
April 1987 – June 1987 81,139 2,089
July 1987 – September 1987 (7) 69,090 1,888
FISCAL YEAR 1988, TOTAL 318,039 7,784
October 1987 – December 1987 66,500 1,813
January 1988 – March 1988 80,161 1,761
April 1988 – June 1988 91,426 2,190
July 1988 – September 1988 79,952 2,020
FISCAL YEAR 1989, TOTAL 345,626 8,973
October 1988 – December 1988 70,632 2,156
January 1989 – March 1989 92,587 1,964
April 1989 – June 1989 100,077 2,729
July 1989 – September 1989 82,329 2,124
FISCAL YEAR 1990, TOTAL 367,219 11,762
October 1989 – December 1989 74,982 2,444
January 1990 – March 1990 92,868 2,291
April 1990 – June 1990 110,281 4,284
July 1990 – September 1990 89,088 2,743
FISCAL YEAR 1991, TOTAL 384,451 11,473
October 1990 – December 1990 83,646 2,735
January 1991 – March 1991 101,569 2,618
April 1991 – June 1991 106,426 3,173
July 1991 – September 1991 92,810 2,947
FISCAL YEAR 1992, TOTAL 400,081 11,479
October 1991 – December 1991 88,749 2,735
January 1992 – March 1992 97,425 2,606
April 1992 – June 1992 118,503 3,266
July 1992 – September 1992 95,404 2,872
FISCAL YEAR 1993, TOTAL 411,511 12,891
October 1992 – December 1992 92,284 3,015
January 1993 – March 1993 96,042 2,772
April 1993 – June 1993 120,767 3,891
July 1993 – September 1993 102,418 3,213
FISCAL YEAR 1994, TOTAL 443,831 15,607
October 1993 – December 1993 97,012 3,569
January 1994 – March 1994 108,037 3,503
April 1994 – June 1994 128,685 4,869
July 1994 – September 1994 110,117 3,666
FISCAL YEAR 1995, TOTAL 465,405 15,144
October 1994 – December 1994 103,537 3,616
January 1995 – March 1995 116,503 3,234
April 1995 – June 1995 133,357 4,380
July 1995 – September 1995 112,008 3,914
FISCAL YEAR 1996, TOTAL 492,365 17,592
October 1995 – December 1995 106,200 3,992
January 1996 – March 1996 120,783 3,612
April 1996 – June 1996 144,825 5,368
July 1996- September 1996 120,557 4,620
FISCAL YEAR 1997, TOTAL 528,597 20,356
October 1996 – December 1996 120,284 4,471
January 1997 – March 1997 132,838 4,339
April 1997 – June 1997 144,048 6,341
July 1997 – September 1997 131,426 5,206
FISCAL YEAR 1998, TOTAL 657,800 24,631
October 1997 – December 1997 124,315 5,340
January 1998 – March 1998 142,512 5,270
April 1998 – June 1998 159,632 7,988
July 1998 – September 1998 131,341 6,033
FISCAL YEAR 1999, TOTAL 598,669 28,386
October 1998 – December 1998 133,695 6,639
January 1999 – March 1999 149,408 6,084
April 1999 – June 1999 168,086 9,093
July 1999 – September 1999 149,480 6,570
FISCAL YEAR 2000, TOTAL 639,552 29,722
October 1999 – December 1999 139,310 7,810
January 2000 – March 2000 162,816 6,421
April 2000 – June 2000 180,645 8,977
July 2000 – September 2000 156,881 6,514
FISCAL YEAR 2001, TOTAL 882,223 29,249
October 2000 – December 2000 150,175 7,099
January 2001 – March 2001 176,339 6,663
April 2001 – June 2001 193,561 9,156
July 2001 – September 2001 162,148 6,331
FISCAL YEAR 2002
October 2001 – December 2001 151,079 6,798
See notes at the end of this section.
Table 19.–Internal Revenue Tax Refunds: Amount Refunded by
Quarter and Fiscal Year, 1987-2002
[Money amounts are in millions of dollars]Amount refunded by
type of return
Individual
Quarter and fiscal year income
Total (1) taxes (2)
(1) (2)
FISCAL YEAR 1987, TOTAL 96,969 73,583
October 1986 – December 1986 8,668 3,406
January 1987 – March 1987 28,422 22,198
April 1987 – June 1987 50,063 42,858
July 1987 – September 1987 9,816 5,121
FISCAL YEAR 1988, TOTAL 94,480 74,399
October 1987 – December 1987 7,701 3,437
January 1988 – March 1988 27,798 21,744
April 1988 – June 1988 49,202 43,769
July 1988 – September 1988 9,776 5,449
FISCAL YEAR 1989, TOTAL 93,613 73,697
October 1988 – December 1988 8,380 3,362
January 1989 – March 1989 32,041 26,759
April 1989 – June 1989 43,538 38,895
July 1989 – September 1989 9,654 4,581
FISCAL YEAR 1990, TOTAL 99,656 76,065
October 1989 – December 1989 8,487 3,094
January 1990 – March 1990 37,121 31,367
April 1990 – June 1990 43,308 36,952
July 1990 – September 1990 10,740 4,652
FISCAL YEAR 1991, TOTAL 194,380 82,877
October 1990 – December 1990 8,284 3,367
January 1991 – March 1991 38,020 32,811
April 1991 – June 1991 47,962 41,638
July 1991 – September 1991 10,114 5,061
FISCAL YEAR 1992, TOTAL 113,108 88,624
October 1991 – December 1991 10,072 3,607
January 1992 – March 1992 44,657 38,183
April 1992 – June 1992 47,817 42,231
July 1992 – September 1992 10,562 4,603
FISCAL YEAR 1993, TOTAL 93,580 74,234
October 1992 – December 1992 7,891 3,081
January 1993 – March 1993 37,213 31,503
April 1993 – June 1993 39,325 35,353
July 1993 – September 1993 9,151 4,297
FISCAL YEAR 1994, TOTAL 96,980 75,935
October 1993 – December 1993 7,329 2,322
January 1994 – March 1994 34,614 27,859
April 1994 – June 1994 43,804 40,876
July 1994 – September 1994 11,233 4,878
FISCAL YEAR 1995, TOTAL 108,035 84,056
October 1994 – December 1994 9,086 3,440
January 1995 – March 1995 35,791 27,642
April 1995 – June 1995 53,388 47,433
July 1995 – September 1995 9,770 5,541
FISCAL YEAR 1996, TOTAL 132,710 107,361
October 1995 – December 1995 11,149 4,133
January 1996 – March 1996 48,625 41,633
April 1996 – June 1996 61,612 56,319
July 1996 – September 1996 11,324 5,276
FISCAL YEAR 1997, TOTAL 142,599 113,083
October 1996 – December 1996 13,306 4,460
January 1997 – March 1997 58,345 51,442
April 1997 – June 1997 57,421 51,980
July 1997 – September 1997 13,525 5,201
FISCAL YEAR 1998, TOTAL 153,828 119,499
October 1997 – December 1997 10,680 4,369
January 1998 – March 1998 66,516 56,124
April 1998 – June 1998 59,172 52,613
July 1998 – September 1998 17,460 6,393
FISCAL YEAR 1999, TOTAL 185,282 148,406
October 1998 – December 1998 15,684 5,010
January 1999 – March 1999 77,493 65,467
April 1999 – June 1999 76,729 68,418
July 1999 – September 1999 15,376 7,511
FISCAL YEAR 2000, TOTAL 195,751 157,837
October 1999 – December 1999 16,453 6,590
January 2000 – March 2000 94,728 84,290
April 2000 – June 2000 67,353 59,386
July 2000 – September 2000 17,217 7,571
FISCAL YEAR 2001, TOTAL 252,787 205,690
October 2000 – December 2000 17,859 6,685
January 2001 – March 2001 102,741 87,193
April 2001 – June 2001 75,813 66,964
July 2001 – September 2001 56,374 44,848
FISCAL YEAR 2002
October 2001 – December 2001 26,567 8,665
Amount refunded by
type of return
Quarter and fiscal year Corporation Excise
income taxes (3) taxes (1,4)
(3) (4)
FISCAL YEAR 1987, TOTAL 19,891 1,381
October 1986 – December 1986 4,789 111
January 1987 – March 1987 5,296 479
April 1987 – June 1987 5,948 332
July 1987 – September 1987 3,858 459
FISCAL YEAR 1988, TOTAL 16,477 1,114
October 1987 – December 1987 3,727 207
January 1988 – March 1988 5,248 198
April 1988 – June 1988 3,848 421
July 1988 – September 1988 3,654 288
FISCAL YEAR 1989, TOTAL 14,921 2,054
October 1988 – December 1988 4,461 118
January 1989 – March 1989 4,462 182
April 1989 – June 1989 3,849 350
July 1989 – September 1989 2,149 1,404
FISCAL YEAR 1990, TOTAL 18,324 2,261
October 1989 – December 1989 4,605 300
January 1990 – March 1990 4,922 342
April 1990 – June 1990 4,209 549
July 1990 – September 1990 4,588 1,070
FISCAL YEAR 1991, TOTAL 17,440 1,188
October 1990 – December 1990 4,148 344
January 1991 – March 1991 4,286 293
April 1991 – June 1991 4,748 226
July 1991 – September 1991 4,258 325
FISCAL YEAR 1992, TOTAL 19,688 1,997
October 1991 – December 1991 5,639 379
January 1992 – March 1992 5,750 201
April 1992 – June 1992 4,596 476
July 1992 – September 1992 3,703 941
FISCAL YEAR 1993, TOTAL 16,035 958
October 1992 – December 1992 4,190 208
January 1993 – March 1993 4,971 239
April 1993 – June 1993 3,195 290
July 1993 – September 1993 3,679 221
FISCAL YEAR 1994, TOTAL 16,251 1,877
October 1993 – December 1993 4,176 394
January 1994 – March 1994 5,800 403
April 1994 – June 1994 2,109 333
July 1994 – September 1994 4,165 747
FISCAL YEAR 1995, TOTAL 19,350 2,223
October 1994 – December 1994 4,909 319
January 1995 – March 1995 6,370 926
April 1995 – June 1995 4,904 500
July 1995 – September 1995 3,167 478
FISCAL YEAR 1996, TOTAL 19,201 2,075
October 1995 – December 1995 5,391 361
January 1996 – March 1996 6,103 239
April 1996 – June 1996 4,363 355
July 1996 – September 1996 3,344 1,120
FISCAL YEAR 1997, TOTAL 24,046 1,790
October 1996 – December 1996 8,082 155
January 1997 – March 1997 5,771 493
April 1997 – June 1997 4,399 375
July 1997 – September 1997 5,794 767
FISCAL YEAR 1998, TOTAL 27,560 1,600
October 1997 – December 1997 5,496 165
January 1998 – March 1998 9,326 266
April 1998 – June 1998 5,506 188
July 1998 – September 1998 7,232 981
FISCAL YEAR 1999, TOTAL 34,062 1,690
October 1998 – December 1998 9,885 143
January 1999 – March 1999 10,648 508
April 1999 – June 1999 7,139 369
July 1999 – September 1999 6,390 670
FISCAL YEAR 2000, TOTAL 30,382 1,802
October 1999 – December 1999 8,844 176
January 2000 – March 2000 8,933 539
April 2000 – June 2000 6,625 388
July 2000 – September 2000 5,980 699
FISCAL YEAR 2001, TOTAL 37,941 1,948
October 2000 – December 2000 10,148 232
January 2001 – March 2001 13,984 468
April 2001 – June 2001 7,409 465
July 2001 – September 2001 6,400 783
FISCAL YEAR 2002
October 2001 – December 2001 16,659 321
Amount refunded by
type of return
Quarter and fiscal year Employment Estate and
taxes (5) gift taxes
(5) (6)
FISCAL YEAR 1987, TOTAL 1,900 214
October 1986 – December 1986 312 50
January 1987 – March 1987 393 56
April 1987 – June 1987 869 57
July 1987 – September 1987 326 52
FISCAL YEAR 1988, TOTAL 2,263 227
October 1987 – December 1987 275 55
January 1988 – March 1988 553 55
April 1988 – June 1988 1,114 50
July 1988 – September 1988 321 67
FISCAL YEAR 1989, TOTAL 2,771 269
October 1988 – December 1988 359 80
January 1989 – March 1989 570 67
April 1989 – June 1989 381 63
July 1989 – September 1989 1,461 59
FISCAL YEAR 1990, TOTAL 2,677 329
October 1989 – December 1989 409 79
January 1990 – March 1990 423 67
April 1990 – June 1990 1,492 106
July 1990 – September 1990 353 77
FISCAL YEAR 1991, TOTAL 2,471 404
October 1990 – December 1990 323 102
January 1991 – March 1991 538 92
April 1991 – June 1991 1,249 101
July 1991 – September 1991 361 109
FISCAL YEAR 1992, TOTAL 2,398 401
October 1991 – December 1991 346 101
January 1992 – March 1992 430 93
April 1992 – June 1992 399 115
July 1992 – September 1992 1,223 92
FISCAL YEAR 1993, TOTAL 1,989 384
October 1992 – December 1992 324 88
January 1993 – March 1993 396 104
April 1993 – June 1993 397 90
July 1993 – September 1993 852 102
FISCAL YEAR 1994, TOTAL 2,477 441
October 1993 – December 1993 324 113
January 1994 – March 1994 445 107
April 1994 – June 1994 393 93
July 1994 – September 1994 1,315 128
FISCAL YEAR 1995, TOTAL 1,972 434
October 1994 – December 1994 304 114
January 1995 – March 1995 753 101
April 1995 – June 1995 443 108
July 1995 – September 1995 472 111
FISCAL YEAR 1996, TOTAL 3,584 489
October 1995 – December 1995 1,152 112
January 1996 – March 1996 538 112
April 1996 – June 1996 454 121
July 1996 – September 1996 1,440 144
FISCAL YEAR 1997, TOTAL 3,104 576
October 1996 – December 1996 433 176
January 1997 – March 1997 552 87
April 1997 – June 1997 522 146
July 1997 – September 1997 1,596 167
FISCAL YEAR 1998, TOTAL 4,562 609
October 1997 – December 1997 499 151
January 1998 – March 1998 670 130
April 1998 – June 1998 683 182
July 1998 – September 1998 2,708 146
FISCAL YEAR 1999, TOTAL 2,470 654
October 1998 – December 1998 455 191
January 1999 – March 1999 741 129
April 1999 – June 1999 646 157
July 1999 – September 1999 628 177
FISCAL YEAR 2000, TOTAL 4,957 773
October 1999 – December 1999 613 230
January 2000 – March 2000 791 175
April 2000 – June 2000 773 181
July 2000 – September 2000 2,780 187
FISCAL YEAR 2001, TOTAL 6,283 925
October 2000 – December 2000 549 245
January 2001 – March 2001 897 199
April 2001 – June 2001 789 186
July 2001 – September 2001 4,048 295
FISCAL YEAR 2002
October 2001 – December 2001 700 222
See notes at end of this section.
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, 1985-2001 (1)
[Money amounts are in thousands of dollars]Refund
Number of offset
Selected program or agency offsets (2) amount (3)
1985
(1) (2)
Total 489,366 231,709
Department of Health and Human Services (4) 489,366 231,709
Child support (TANF) (5) 489,366 231,709
Child support (non-TANF) (6) N/A N/A
Program support center (7) N/A N/A
Social Security Administration (4) N/A N/A
Department of Veterans Affairs N/A N/A
Department of Eduction N/A N/A
Small Business Administration N/A N/A
Departrnent of Housing and Urban Development N/A N/A
Department of Agriculture N/A N/A
Food and Consumer Service N/A N/A
Department of Defense (8) N/A N/A
All other N/A N/A
Refund
Number of offset
Selected program or agency offsets (2) amount (3)
1986
(3) (4)
Total 882,797 456,998
Department of Health and Human Services (4) 604,425 307,764
Child support (TANF) (5) 533,051 258,192
Child support (non-TANF) (6) 71,374 49,572
Program support center (7) N/A N/A
Social Security Administration (4) N/A N/A
Department of Veterans Affairs 17,027 8,241
Department of Eduction 243,135 127,585
Small Business Administration 8,642 6,521
Departrnent of Housing and Urban Development 7,673 5,630
Department of Agriculture 1,895 1,256
Food and Consumer Service N/A N/A
Department of Defense (8) N/A N/A
All other N/A N/A
Refund
Number of offset
Selected program or agency offsets (2) amount (3)
1987
(5) (6)
Total 1,150,366 566,176
Department of Health and Human Services (4) 664,534 342,523
Child support (TANF) (5) 556,312 269,212
Child support (non-TANF) (6) 108,160 73,216
Program support center (7) 62 95
Social Security Administration (4) N/A N/A
Department of Veterans Affairs 129,466 54,302
Department of Eduction 278,490 137,425
Small Business Administration 5,834 4,031
Departrnent of Housing and Urban Development 9,501 6,604
Department of Agriculture 6,505 3,446
Food and Consumer Service N/A N/A
Department of Defense (8) 54,950 17,561
All other 1,085 282
Refund
Number of offset
Selected program or agency offsets (2) amount (3)
1988
(7) (8)
Total 1,194,901 637,504
Department of Health and Human Services (4) 737,731 407,815
Child support (TANF) (5) 604,645 320,298
Child support (non-TANF) (6) 132,875 87,201
Program support center (7) 211 316
Social Security Administration (4) N/A N/A
Department of Veterans Affairs 52,602 23,268
Department of Eduction 315,742 167,990
Small Business Administration 3,949 2,530
Departrnent of Housing and Urban Development 10,653 7,948
Department of Agriculture 4,838 2,669
Food and Consumer Service N/A NIA
Department of Defense (8) 59,533 18,202
All other 91,853 6,951
Refund
Number of offset
Selected program or agency offsets (2) amount (3)
1989
(9) (10)
Total 1,259,297 708,545
Department of Health and Human Services (4) 779,554 449,627
Child support (TANF) (5) 627,403 350,598
Child support (non-TANF) (6) 151,680 98,407
Program support center (7) 471 622
Social Security Administration (4) N/A N/A
Department of Veterans Affairs 56,085 27,209
Department of Eduction 334,740 191,940
Small Business Administration 3,816 2,648
Departrnent of Housing and Urban Development 11,441 8,602
Department of Agriculture 66,269 24,189
Food and Consumer Service N/A N/A
Department of Defense (8) 61,804 21,622
All other 71,392 41,330
Refund
Number of offset
Selected program or agency offsets (2) amount (3)
1990
(11) (12)
Total 1,402,111 804,906
Department of Health and Human Services (4) 831,966 483,474
Child support (TANF) (5) 651,893 365,613
Child support (non-TANF) (6) 179,611 117,249
Program support center (7) 462 612
Social Security Administration (4) N/A N/A
Department of Veterans Affairs 50,004 23,265
Department of Eduction 432,139 257,392
Small Business Administration 3,403 2,307
Departrnent of Housing and Urban Development 10,850 8,076
Department of Agriculture 7,548 6,056
Food and Consumer Service N/A N/A
Department of Defense (8) 57,952 19,777
All other 81,249 4,559
Refund
Number of offset
Selected program or agency offsets (2) amount (3)
1991
(13) (14)
Total 1,565,432 946,210
Department of Health and Human Services (4) 869,941 523,953
Child support (TANF) (5) 672,801 392,802
Child support (non-TANF) (6) 196,381 130,348
Program support center (7) 759 803
Social Security Administration (4) N/A N/A
Department of Veterans Affairs 38,987 17,684
Department of Eduction 575,578 363,968
Small Business Administration 2,374 1,640
Departrnent of Housing and Urban Development 11,250 8,380
Department of Agriculture 8,559 7,551
Food and Consumer Service N/A N/A
Department of Defense (8) 49,085 18,116
All other 9,628 4,918
Refund
Number of offset
Selected program or agency offsets (2) amount (3)
1992
(15) (16)
Total 1,921,944 1,262,622
Department of Health and Human Services (4) 1,070,999 683,656
Child support (TANF) (5) 737,254 464,462
Child support (non-TANF) (6) 254,435 178,198
Program support center (7) 618 646
Social Security Administration (4) 78,692 40,350
Department of Veterans Affairs 29,103 13,122
Department of Eduction 720,326 516,213
Small Business Administration 2,218 1,609
Departrnent of Housing and Urban Development 13,520 10,815
Department of Agriculture 20,262 12,034
Food and Consumer Service 9,740 3,061
Department of Defense (8) 54,509 19,198
All other 11,007 5,975
Refund
Number of offset
Selected program or agency offsets (2) amount (3)
1993
(17) (18)
Total 1,758,182 1,160,397
Department of Health and Human Services (4) 947,133 619,648
Child support (TANF) (5) 701,598 448,560
Child support (non-TANF) (6) 244,780 170,404
Program support center (7) 755 684
Social Security Administration (4) 28,791 13,931
Department of Veterans Affairs 33,844 10,914
Department of Eduction 651,056 472,928
Small Business Administration 1,853 1,355
Departrnent of Housing and Urban Development 11,399 8,963
Department of Agriculture 28,969 13,075
Food and Consumer Service 21,828 7,213
Department of Defense (8) 46,125 14,829
All other 8,992 4,754
Refund
Number of offset
Selected program or agency offsets (2) amount (3)
1994
(19) (20)
Total 2,009,877 1,379,675
Department of Health and Human Services (4) 1,017,452 701,529
Child support (TANF) (5) 749,269 507,047
Child support (non-TANF) (6) 267,546 193,939
Program support center (7) 637 543
Social Security Administration (4) 19,722 10,297
Department of Veterans Affairs 35,368 9,973
Department of Eduction 781,829 582,662
Small Business Administration 2,228 1,834
Departrnent of Housing and Urban Development 10,454 9,090
Department of Agriculture 73,452 33,382
Food and Consumer Service 66,726 27,618
Department of Defense (8) 59,459 25,345
All other 9,913 5,563
Refund
Number of offset
Selected program or agency offsets (2) amount (3)
1995
(21) (22)
Total 2,188,257 1,506,736
Department of Health and Human Services (4) 1,165,444 828,631
Child support (TANF) (5) 848,166 591,854
Child support (non-TANF) (6) 316,707 236,198
Program support center (7) 571 579
Social Security Administration (4) 16,092 8,696
Department of Veterans Affairs 45,761 11,830
Department of Eduction 778,446 571,280
Small Business Administration 2,567 2,359
Departrnent of Housing and Urban Development 10,676 9,745
Department of Agriculture 73,644 30,295
Food and Consumer Service 66,449 24,166
Department of Defense (8) 85,023 35,970
All other 10,594 6,930
Refund
Number of offset
Selected program or agency offsets (2) amount (3)
1996
(23) (24)
Total 2,120,935 1,678,504
Department of Health and Human Services (4) 1,241,395 1,019,612
Child support (TANF) (5) 879,143 716,637
Child support (non-TANF) (6) 361,453 302,146
Program support center (7) 799 829
Social Security Administration (4) 30,190 17,961
Department of Veterans Affairs 49,989 12,743
Department of Eduction 573,308 517,169
Small Business Administration 3,503 3,638
Departrnent of Housing and Urban Development 6,228 6,738
Department of Agriculture 93,884 42,504
Food and Consumer Service 87,203 35,843
Department of Defense (8) 111,207 53,404
All other 11,231 4,735
Refund
Number of offset
Selected program or agency offsets (2) amount (3)
1997
(25) (26)
Total 2,162,102 1,758,164
Department of Health and Human Services (4) 1,303,676 1,108,125
Child support (TANF) (5) 902,766 764,700
Child support (non-TANF) (6) 400,198 342,696
Program support center (7) 712 729
Less: child support reversals n.a. n.a.
Social Security Administration (4) 27,996 17,584
Department of Veterans Affairs 45,479 12,476
Department of Eduction 518,844 482,241
Small Business Administration 3,952 4,206
Departrnent of Housing and Urban Development 6,876 7,602
Department of Agriculture 115,076 53,680
Food and Consumer Service 108,612 47,162
Department of Defense (8) 127,103 63,052
All other 13,100 9,188
Less: reversals, except child support n.a. n.a.
Refund
Number of offset
Selected program or agency offsets (2) amount (3)
1998
(27) (28)
Total 2,375,081 1,963,834
Department of Health and Human Services (4) 1,309,352 1,130,941
Child support (TANF) (5) 876,609 754,205
Child support (non-TANF) (6) 432,101 376,171
Program support center (7) 642 565
Less: child support reversals n.a. n.a
Social Security Administration (4) 62,487 39,282
Department of Veterans Affairs 43,290 11,430
Department of Eduction 653,997 623,914
Small Business Administration 4,036 4,504
Departrnent of Housing and Urban Development 6,032 7,679
Department of Agriculture 159,633 78,056
Food and Consumer Service 146,127 65,476
Department of Defense (8) 129,409 62,770
All other 6,645 5,259
Less: reversals, except child support n.a. n.a.
Refund
Number of offset
Selected program or agency offsets (2) amount (3)
1999
(29) (30)
Total 2,764,424 2,606,366
Department of Health and Human Services (4) 1,440,993 1,479,598
Child support (TANF) (5) 936,622 953,682
Child support (non-TANF) (6) 503,589 525,002
Program support center (7) 782 914
Less: child support reversals 116,742 131,913
Social Security Administration (4) 77,672 52,080
Department of Veterans Affairs 51,861 15,467
Department of Eduction 963,409 1,084,905
Small Business Administration 571 776
Departrnent of Housing and Urban Development 10,909 15,382
Department of Agriculture 208,794 103,252
Food and Consumer Service 192,312 86,927
Department of Defense (8) 201,756 100,280
All other 7,467 5,143
Less: reversals, except child support n.a. n.a.
Refund
Number of offset
Selected program or agency offsets (2) amount (3)
2000
(31) (32)
Total 2,869,130 2,763,530
Department of Health and Human Services (4) 1,426,635 1,479,598
Child support (TANF) (5) 885,635 902,037
Child support (non-TANF) (6) 540,342 581,805
Program support center (7) 658 1,210
Less: child support reversals 53,051 64,819
Social Security Administration (4) 102,480 81,891
Department of Veterans Affairs 50,409 16,106
Department of Eduction 853,175 932,575
Small Business Administration 2,227 3,834
Departrnent of Housing and Urban Development 10,565 15,988
Department of Agriculture 214,279 120,238
Food and Consumer Service 196,366 97,389
Department of Defense (8) 140,588 71,008
All other 68,772 36,838
Less: reversals, except child support 54,247 80,064
Refund
Number of offset
Selected program or agency offsets (2) amount (3)
2001
(33) (34)
Total 4,307,006 3,101,507
Department of Health and Human Services (4) 2,200,333 1,714,968
Child support (TANF) (5) 1,262,018 965,864
Child support (non-TANF) (6) 937,381 746,668
Program support center (7) 934 2,436
Less: child support reversals 51,037 59,379
Social Security Administration (4) 153,134 100,759
Department of Veterans Affairs 139,526 33,717
Department of Eduction 1,217,876 1,029,539
Small Business Administration 2,105 2,478
Departrnent of Housing and Urban Development 16,062 16,593
Department of Agriculture 41,255 37,272
Food and Consumer Service 175,177 80,438
Department of Defense (8) 210,102 100,654
All other 255,334 118,883
Less: reversals, except child support 52,861 74,414
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 1995-2001
[Money amounts are in thousands of dollars]Fiscal year
Type of excise tax by agency to 1995 1996
which tax was reported or paid
(1) (2)
Total excise tax collections 59,298,000 56,027,000
Excise tax collections or
liabilities reported by the
Internal Revenue
Service (1)
Total excise tax collections 44,980,628 42,221,611
Tax liabilities by type of excise
tax, total 44,596,609 40,998,482
Retail excise taxes:
Luxury taxes:
Passenger vehicles 519,142 532,180
Boats (repealed, January 1,
1993) 636 108
Aircraft (repealed, January
1, 1993) — 9
Jewelry (repealed, January
1, 1993) -179 -126
Furs (repealed, January 1,
1993) -32 54
Dyed diesel fuel used in
trains:
Total, excluding floor stocks 207,800 148,600
Floor stocks 751 1,173
Dyed diesel fuel for certain
intercity or local buses -2,267 -4,523
Special motor fuels:
Total, excluding floor stocks 33,900 41,300
Floor stocks 2 -2
Compressed natural gas 936 866
Alcohol fuels (2) 166 166
Fuels used commercially on
inland waterways 128,890 125,520
Truck, trailer, and semitrailer
chassis and bodies, and
tractors 2,039,600 1,804,000
Manufacturers excise taxes:
Gas guzzlers (2) 73,482 52,641
Highway-type tires (2) 389,900 354,100
Aviation gasoline (3) 2,409 5,681
Gasoline except for use in
gasohol:
Total, excluding floor stocks 19,918,500 19,653,800
Floor stocks 3,142 2,118
Diesel fuel, except for trains
and intercity buses:
Total, excluding floor
stocks (2) 6,733,100 7,091,500
Floor stocks 942 -2,382
Gasoline for use in gasohol by
alcohol content:
Total, excluding floor
stocks:
5.7 percent under 7.7
percent 13,811 8,258
7.7 percent under 10
percent 20,554 5,732
10 percent or more 271,730 293,120
Floor stocks 18 4
Gasohol by alcohol content:
Total, excluding floor
stocks:
5.7 percent under 7.7
percent 203,473 223,109
7.7 percent under 10
percent 359,641 235,639
10 percent or more 740,510 964,220
Floor stocks 26 1
Aviation fuel (except
gasoline), noncommercial use:
Total, excluding floor stocks 176,500 88,400
Floor stocks 16 4,685
Aviation fuel (except gasoline)
for commercial use (other
than foreign trade) 12,770 541,140
Kerosene (effective July 1,
1998) N/A N/A
Coal:
Mined underground:
At 4.4 percent of sales
price 138,900 146,900
At $1.10 per ton 246,500 254,700
Surface mined:
At 4.4 percent of sales
price 64,700 66,900
At $0.55 per ton 151,700 146,600
Certain vaccines (2) 176,750 169,808
Sport fishing equipment 96,800 94,500
Electric outboard motors,
sonar devices 2,847 2,445
Bows and arrows 20,481 17,719
Taxes on facilities and services:
Telephone and teletypewriter
services 3,825,700 4,243,400
Transportation of persons by
air 4,928,000 1,558,500
Use of international air travel
facilities 256,000 89,100
Transportation of property by
air 334,700 130,300
Taxes on policies Issued by
foreign Insurers 140,300 120,500
Taxes related to wagering:
Certain wagers (2) 15,135 15,717
Occupational taxes (2) 1,421 1,178
Certain other excise taxes:
Passenger transportation by
water 17,060 17,460
Use tax on heavy vehicles (1,2) 694,605 740,028
Environmental taxes:
Domestic petroleum (Superfund)
(expired effective January
1, 1996) 291,700 65,900
Imported petroleum (Superfund)
(expired effective January 1,
1996) 325,300 77,900
Domestic patroleum (Oil Spill
Liability Trust Fund)
(expired effective January 1,
1995) 1,000 -400
Imported petroleum (Oil Spill
Liability Trust Fund)
(expired effective January 1,
1995) — 1,700
Certain chemicals (Superfund)
(expired effective January 1,
1996) (2) 267,500 61,000
Certain imported substances
(Superfund) (expired
effective January 1,
1996) (2) 19,000 5,700
Ozone-depleting chemicals: (2)
Total, excluding floor stocks 434,200 327,600
Floor stocks 61,900 27,000
Imported taxable products
containing or manufactured
using ozone-depleting
chemicals (2) 74,600 74,800
Taxes on Private Foundations:
Net investment income 193,119 299,094
Other Private Foundations 23 36
Taxes on Black Lung Benefit
Trusts (2) 284 126
Taxes on qualified pension and
other plans:
Failure to meet minimum funding
standards 6,395 8,369
Nondeductible contnbutions 2,738 2,910
Excess contributions to
Individual Retirement
Accounts and others 8,450 833
Prohibited transactions 8,999 8,132
Failure to distribute minimum
amounts N/A N/A
Certain excess contributions 4,141 4,649
Reversion of qualified plan
assets to employer 20,190 18,078
Other transactions N/A N/A
Penalties (2) 7,399 7,063
Taxes on undistributed Income of
qualified
Investment entitles:
Real Estate Investment Trusts 691 692
Regulated Investment Companies 5,148 3,757
Windfall profits tax on domestic
crude oil (repealed August 23,
1988) (1) -117,526 18
Miscellaneous IRS taxes (2,4,5) 20,090 16,679
Unclassified (5) N/A N/A
Internal Revenue Service
collections less reported
amounts 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 14,317,372 13,805,389
Tax liabilities by type of excise
tax (6) 13,809,604 13,758,495
Distilled spirits:
Domestic 2,994,978 2,955,355 (r)
Imported 652,334 668,809
Wine:
Domestic 469,066 492,950 (r)
Imported 119,921 134,463
Beer:
Domestic 3,174,833 3,164,288
Imported 192,264 219,662
Tobacco products: (7)
Domestic (7) 5,865,940 5,809,297 (e)
Cigarettes (7) 5,868,247 5,759,424
Cigars (7) 39,109 45,183
Papers/tubes (7) 1,042 903
Chewing tobacco and
snuff (7) 28,590 29,065
Pipe tobacco (7) 5,113 4,680
Floor stocks — —
Imported 44,934 43,867
Firearms and ammunition 184,302 161,533 (r)
Special occupations 111,032 108,271
Bureau of Alcohol, Tobacco and
Firearms and Customs Service
collections less reported
amounts 507,768 46,894
Total collections less reported
amounts 891,787 1,270,023
Fiscal year
Type of excise tax by agency to 1997 1998
which tax was reported or paid
(3) (4)
Total excise tax collections 58,690,000 59,231,000
Excise tax collections or
liabilities reported by the
Internal Revenue
Service (1)
Total excise tax collections 44,807,000 45,642,716
Tax liabilities by type of excise N/A
tax, total 45,533,817
Retail excise taxes:
Luxury taxes:
Passenger vehicles 440,347 428,471
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 —
Dyed diesel fuel used in
trains:
Total, excluding floor stocks 152,700 206,617
Floor stocks 4 —
Dyed diesel fuel for certain
intercity or local buses -4,589 2,589
Special motor fuels:
Total, excluding floor stocks 37,300 18,745
Floor stocks — —
Compressed natural gas 1,047 1,025
Alcohol fuels (2) 28 258
Fuels used commercially on
inland waterways 120,687 117,313
Truck, trailer, and semitrailer
chassis and bodies, and
tractors 1,785,700 2,119,063
Manufacturers excise taxes:
Gas guzzlers (2) 48,155 47,687
Highway-type tires (2) 368,500 388,594
Aviation gasoline (3) 43,909 60,741
Gasoline except for use in
gasohol:
Total, excluding floor stocks 20,836,000 20,644,998
Floor stocks -1,491 1
Diesel fuel, except for trains
and intercity buses:
Total, excluding floor
stocks (2) 7,160,800 7,497,816
Floor stocks 105 -66
Gasoline for use in gasohol by
alcohol content:
Total, excluding floor
stocks:
5.7 percent under 7.7
percent 1,390 741
7.7 percent under 10
percent 4,498 3,792
10 percent or more 214,090 241,946
Floor stocks -3 —
Gasohol by alcohol content:
Total, excluding floor
stocks:
5.7 percent under 7.7
percent 107,114 68,917
7.7 percent under 10
percent 180,575 123,441
10 percent or more 1,060,250 1,511,363
Floor stocks — —
Aviation fuel (except
gasoline), noncommercial use:
Total, excluding floor stocks 157,900 195,772
Floor stocks 14,202 -472
Aviation fuel (except gasoline)
for commercial use (other
than foreign trade) 566,860 609,750
Kerosene (effective July 1,
1998) N/A N/A
Coal:
Mined underground:
At 4.4 percent of sales
price 179,911 183,445
At $1.10 per ton 224,409 220,426
Surface mined:
At 4.4 percent of sales
price 71,028 69,855
At $0.55 per ton 149,282 146,476
Certain vaccines (2) 174,818 153,108
Sport fishing equipment 93,500 94,571
Electric outboard motors,
sonar devices 1,956 2,042
Bows and arrows 20,173 20,278
Taxes on facilities and services:
Telephone and teletypewriter
services 4,706,800 4,747,227
Transportation of persons by
air 4,284,600 6,168,727
Use of international air travel
facilities 240,200 1,119,156
Transportation of property by
air 295,300 373,049
Taxes on policies Issued by
foreign Insurers 141,200 122,664
Taxes related to wagering:
Certain wagers (2) 20,668 10,146
Occupational taxes (2) 1,268 7,756
Certain other excise taxes:
Passenger transportation by
water 19,900 18,269
Use tax on heavy vehicles (1,2) 934,532 804,947
Environmental taxes:
Domestic petroleum (Superfund)
(expired effective January
1, 1996) -2,500 -2,741
Imported petroleum (Superfund)
(expired effective January 1,
1996) -400 -18
Domestic patroleum (Oil Spill
Liability Trust Fund)
(expired effective January 1,
1995) -900 3
Imported petroleum (Oil Spill
Liability Trust Fund)
(expired effective January 1,
1995) — -13
Certain chemicals (Superfund)
(expired effective January 1,
1996) (2) 9,700 3,331
Certain imported substances
(Superfund) (expired
effective January 1,
1996) (2) 1,200 -334
Ozone-depleting chemicals: (2)
Total, excluding floor stocks 98,000 109,150
Floor stocks 8,200 11,594
Imported taxable products
containing or manufactured
using ozone-depleting
chemicals (2) -24,400 27,072
Taxes on Private Foundations:
Net investment income 486,178 430,183
Other Private Foundations 39 82
Taxes on Black Lung Benefit
Trusts (2) 131 -25
Taxes on qualified pension and
other plans:
Failure to meet minimum funding
standards 11,464 6,467
Nondeductible contnbutions 5,807 3,842
Excess contributions to
Individual Retirement
Accounts and others 6,508 7,407
Prohibited transactions 6,341 9,484
Failure to distribute minimum
amounts N/A N/A
Certain excess contributions 8,964 8,168
Reversion of qualified plan
assets to employer 27,340 46,791
Other transactions N/A N/A
Penalties (2) 8,861 7,847
Taxes on undistributed Income of
qualified
Investment entitles:
Real Estate Investment Trusts 1,287 2,183
Regulated Investment Companies 5,499 8,666
Windfall profits tax on domestic
crude oil (repealed August 23,
1988) (1) -10,394 -117
Miscellaneous IRS taxes (2,4,5) 31,250 -532,553
Unclassified (5) N/A -3,055,283
Internal Revenue Service
collections less reported
amounts -726,817 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
Tax liabilities by type of excise
tax (6) 13,772,806 (r) 13,531,855 (r)
Distilled spirits:
Domestic 2,927,554 (r) 2,857,430 (r)
Imported 687,249 682,280
Wine:
Domestic 479,720 (r) 480,265 (r)
Imported 159,559 (r) 153,877
Beer:
Domestic 3,146,491 (r) 3,147,823 (r)
Imported 241,372 (r) 272,645
Tobacco products: (7)
Domestic (7) 5,819,552 (r) 5,608,259 (r)
Cigarettes (7) 5,898,191 (r) 5,583,318 (r)
Cigars (7) 59,754 (r) 62,793 (r)
Papers/tubes (7) 772 802 (r)
Chewing tobacco and
snuff (7) 29,193 (r) 29,876 (r)
Pipe tobacco (7) 4,053 (r) 3,701 (r)
Floor stocks — —
Imported 53,806 64,649
Firearms and ammunition 150,803 (r) 158,383 (r)
Special occupations 106,700 106,244
Bureau of Alcohol, Tobacco and
Firearms and Customs Service
collections less reported
amounts 110,194 (r) 56,429 (r)
Total collections less reported
amounts -616,623 (r) 56,429 (r)
Fiscal year
Type of excise tax by agency to 1999 2000
which tax was reported or paid
(5) (6)
Total excise tax collections 72,076,000 70,648,000
Excise tax collections or
liabilities reported by the
Internal Revenue
Service (1)
Total excise tax collections 58,585,763 54,810,038
Tax liabilities by type of excise N/A N/A
tax, total
Retail excise taxes:
Luxury taxes:
Passenger vehicles 401,535 407,222
Boats (repealed, January 1,
1993) — —
Aircraft (repealed, January
1, 1993) — —
Jewelry (repealed, January
1, 1993) — —
Furs (repealed, January 1,
1993) 12 —
Dyed diesel fuel used in
trains:
Total, excluding floor stocks 170,463 170,960
Floor stocks 7 —
Dyed diesel fuel for certain
intercity or local buses 2,458 2,317
Special motor fuels:
Total, excluding floor stocks 23,757 19,535
Floor stocks -17 -1
Compressed natural gas 865 1,145
Alcohol fuels (2) -377 807
Fuels used commercially on
inland waterways 121,903 118,666
Truck, trailer, and semitrailer
chassis and bodies, and
tractors 2,956,880 2,775,788
Manufacturers excise taxes:
Gas guzzlers (2) 68,327 70,788
Highway-type tires (2) 416,658 420,299
Aviation gasoline (3)
Gasoline except for use in 57,832 58,472
gasohol:
Total, excluding floor stocks 21,236,659 21,040,777
Floor stocks -65 2
Diesel fuel, except for trains
and intercity buses:
Total, excluding floor
stocks (2) 7,895,919 8,229,762
Floor stocks 121 -133
Gasoline for use in gasohol by
alcohol content:
Total, excluding floor
stocks:
5.7 percent under 7.7
percent 42 65
7.7 percent under 10
percent 13,228 4,266
10 percent or more 231,114 265,273
Floor stocks — —
Gasohol by alcohol content:
Total, excluding floor
stocks:
5.7 percent under 7.7
percent 81,873 25,934
7.7 percent under 10
percent 180,025 59,104
10 percent or more 1,537,235 2,039,428
Floor stocks — —
Aviation fuel (except
gasoline), noncommercial use:
Total, excluding floor stocks 173,117 159,314
Floor stocks 58 1
Aviation fuel (except gasoline)
for commercial use (other
than foreign trade) 649,900 667,647
Kerosene (effective July 1,
1998) 77,726 79,591
Coal:
Mined underground:
At 4.4 percent of sales
price 190,133 197,478
At $1.10 per ton 162,442 115,291
Surface mined:
At 4.4 percent of sales
price 78,397 79,842
At $0.55 per ton 138,019 132,526
Certain vaccines (2) 169,046 163,528
Sport fishing equipment: 97,548 100,539
Electric outboard motors,
sonar devices 1,922 2,022
Bows and arrows 19,792 20,502
Taxes on facilities and services:
Telephone and teletypewriter
services 5,248,965 5,645,239
Transportation of persons by
air 6,588,088 6,963,617
Use of international air travel
facilities 1,272,725 1,323,558
Transportation of property by
air 371,487 520,576
Taxes on policies Issued by
foreign Insurers 117,584 131,672
Taxes related to wagering:
Certain wagers (2) 13,805 10,726
Occupational taxes (2) 18,774 -17,266
Certain other excise taxes:
Passenger transportation by
water 25,554 24,922
Use tax on heavy vehicles (1,2) 849,226 893,457
Environmental taxes:
Domestic petroleum (Superfund)
(expired effective January
1, 1996) -3,637 4
Imported petroleum (Superfund)
(expired effective January 1,
1996) 1,071 2,660
Domestic patroleum (Oil Spill
Liability Trust Fund)
(expired effective January 1,
1995) -128 -3
Imported petroleum (Oil Spill
Liability Trust Fund)
(expired effective January 1,
1995) 13 253
Certain chemicals (Superfund)
(expired effective January 1,
1996) (2) 12,687 2,395
Certain imported substances
(Superfund) (expired
effective January 1,
1996) (2) -322 349
Ozone-depleting chemicals: (2)
Total, excluding floor stocks 120,400 42,552
Floor stocks 6,306 2,273
Imported taxable products
containing or manufactured
using ozone-depleting
chemicals (2) -6,166 17,580
Taxes on Private Foundations:
Net investment income 499,608 351,900
Other Private Foundations 67 313,613
Taxes on Black Lung Benefit
Trusts (2) 2 2
Taxes on qualified pension and
other plans:
Failure to meet minimum funding
standards 5,307 388
Nondeductible contnbutions 3,770 38
Excess contributions to
Individual Retirement
Accounts and others 8,279 10,228
Prohibited transactions — 432
Failure to distribute minimum
amounts N/A N/A
Certain excess contributions 6,281 1,696
Reversion of qualified plan
assets to employer 22,258 46,392
Other transactions N/A N/A
Penalties (2) 3,662 1,857
Taxes on undistributed Income of
qualified
Investment entitles:
Real Estate Investment Trusts 324 62
Regulated Investment Companies 5,412 42
Windfall profits tax on domestic
crude oil (repealed August 23,
1988) (1) 79 —
Miscellaneous IRS taxes (2,4,5) 47,385 46,226
Unclassified (5) 6,184,221 1,049,541
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 13,490,237 15,837,962
Tax liabilities by type of excise
tax (6) 13,478,757 (r) 15,638,428 (r)
Distilled spirits:
Domestic 2,974,674 (r) 3,043,375 (r)
Imported 758,726 816,922
Wine:
Domestic 504,042 (r) 517,812 (r)
Imported 154,876 174,327
Beer:
Domestic 3,168,158 (r) 3,216,402 (r)
Imported 321,317 350,924
Tobacco products: (7)
Domestic (7) 5,189,723 (r) 7,019,884 (r)
Cigarettes (7) 5,147,271 (r) 6,684,946 (r)
Cigars (7) 69,699 (r) 96,839 (r)
Papers/tubes (7) 1,201 (r) 1,561 (r)
Chewing tobacco and
snuff (7) 29,853 (r) 40,243 (r)
Pipe tobacco (7) 3,916 12,511
Floor stocks — 261,917 (r)
Imported 114,524 196,141
Firearms and ammunition 187,977 (r) 197,840 (r)
Special occupations 104,740 (r) 102,801
Bureau of Alcohol, Tobacco and
Firearms and Customs Service
collections less reported
amounts 11,480 (r) 201,534 (r)
Total collections less reported
amounts 11,480 (r) 201,534 (r)
Fiscal year
2001
by quarter
ending–
Type of excise tax by agency to Tax rates in effect Total
which tax was reported or paid on October 1, 2000
(7) (8)
Total excise tax collections various 68,330,000
Excise tax collections or
liabilities reported by the
Internal Revenue
Service (1)
Total excise tax collections various 52,418,848
Tax liabilities by type of excise
tax, total various N/A
Retail excise taxes:
Luxury taxes:
Passenger vehicles 7 percent of price 341,981
in excess of $36,000
10 percent of price
in excess of–
Boats (repealed, January 1, $100,000, 19
1993) repealed 1/1/93
Aircraft (repealed, January $250,000, —
1, 1993) repealed 1/1/93
Jewelry (repealed, January $10,000, —
1, 1993) repealed 1/1/93
Furs (repealed, January 1, $10,000, 1
1993) repealed 1/1/93
Dyed diesel fuel used in
trains:
Total, excluding floor stocks $0.044 per gallon 167,161
Floor stocks $0.044 per gallon —
based on 10/1/93
inventory
Dyed diesel fuel for certain
intercity or local buses $0.074 per gallon 2,380
Special motor fuels:
Total, excluding floor stocks $0.184 per gallon 18,404
Floor stocks $0.043 per gallon —
based on 10/1/93
inventory
Compressed natural gas $0.4854 per 1,026
1000 cubic feet
Alcohol fuels (2) various 5,462
Fuels used commercially on
inland waterways $0.244 per gallon 114,110
Truck, trailer, and semitrailer
chassis and bodies, and
tractors 12 percent of price 1,573,968
Manufacturers excise taxes:
Gas guzzlers (2) various 78,157
Highway-type tires (2) various 354,769
Aviation gasoline (3) $0.194 per gallon 49,687
Gasoline except for use in
gasohol:
Total, excluding floor stocks $0.184 per gallon 20,619,195
Floor stocks $0.043 per gallon -21
based on 10/1/93
inventory
Diesel fuel, except for trains
and intercity buses:
Total, excluding floor
stocks (2) $0.244 per gallon 8,208,994
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 9
7.7 percent under 10
percent $0.1543 per gallon 4,839
10 percent or more $0.14444 per gallon 243,702
Floor stocks $0.043 par gallon 1
based on 10/1/93
inventory
Gasohol by alcohol content:
Total, excluding floor
stocks:
5.7 percent under 7.7
percent $0.15322 par gallon 297,763
7.7 percent under 10
percent $0.14242 per gallon 146,196
10 percent or more $0.13 par gallon 1,918,995
Floor stocks $0.043 per gallon -4
based on 10/1/93
inventory
Aviation fuel (except
gasoline), noncommercial use:
Total, excluding floor stocks $0.219 per gallon 187,318
Floor stocks $0.175 per gallon —
Aviation fuel (except gasoline)
for commercial use (other
than foreign trade) $0.044 per gallon 620,044
Kerosene (effective July 1,
1998) $0.244 per gallon 90,331
Coal:
Mined underground:
At 4.4 percent of sales
price 4.4 percent of value 183,531
At $1.10 per ton $1.10 per ton if 135,189
less than 4.4
percent of value
Surface mined:
At 4.4 percent of sales
price 4.4 percent of value 90,122
At $0.55 per ton $0.55 per ton if 140,004
less than 4.4
percent of value
Certain vaccines (2) $0.75 per dose 152,349
Sport fishing equipment 10 percent of sales 100,642
price
Electric outboard motors, 3 percent of sales 2,477
sonar devices price
Bows and arrows 11 percent to 12.4 19,094
percent of sales
price
Taxes on facilities and services:
Telephone and teletypewriter
services 3 percent 5,737,027
Transportation of persons by
air 8 percent plus $2 6,670,357
per flight segment,
7.5 percent for
rural airports
Use of international air travel $12.00 per person, 1,450,458
facilities $6.10 for domestic
segments beginning
or ending in Alaska
or Hawaii
Transportation of property by
air 6.25 percent 400,286
Taxes on policies Issued by
foreign Insurers 1 percent or 4 152,221
percent of premium
paid
Taxes related to wagering:
Certain wagers (2) 0.25 or 2.0 percent 150,798
of wager
Occupational taxes (2) $50 or $500 per 5,794
person per year
Certain other excise taxes:
Passenger transportation by
water $3.00 per passenger 27,919
Use tax on heavy vehicles (1,2) $75-$550 per 867,345
vehicle per year
Environmental taxes:
Domestic petroleum (Superfund)
(expired effective January
1, 1996) $0.097 per barrel 14
Imported petroleum (Superfund)
(expired effective January 1,
1996) $0.097 per barrel 337
Domestic petroleum (Oil Spill
Liability Trust Fund)
(expired effective January 1,
1995) $0.05 per barrel 6
Imported petroleum (Oil Spill
Liability Trust Fund)
(expired effective January 1,
1995) $0.05 per barrel —
Certain chemicals (Superfund)
(expired effective January 1, $0.22-$4.87 -2,258
1996) (2) per ton
Certain imported substances
(Superfund) (expired
effective January 1,
1996) (2) various, per ton -492
Ozone-depleting chemicals: (2)
Total, excluding floor stocks various, per pound 12,076
Floor stocks various, per pound 1,313
Imported taxable products
containing or manufactured
using ozone-depleting
chemicals (2) various 11,978
Taxes on Private Foundations:
Net investment income 2 percent 289,138
Other Private Foundations various 252,561
Taxes on Black Lung Benefit
Trusts (2) various -1
Taxes on qualified pension and
other plans:
Failure to meet minimum funding 5 percent or 652
standards 10 percent
Nondeductible contributions 10 percent 12,145
Excess contributions to
Individual Retirement
Accounts and others 6 percent 68,055
Prohibited transactions 5 percent 1,091
Failure to distribute minimum
amounts — N/A
Certain excess contributions 10 percent 542
Reversion of qualified plan
assets to employer 20 percent 2,127
Other transactions — N/A
Penalties (2) various 3,958
Taxes on undistributed Income of
qualified
Investment entitles: 4 percent 249
Real Estate Investment Trusts 4 percent 6,068
Regulated Investment Companies
Windfall profits tax on domestic
crude oil (repealed August 23,
1988) (1) — —
Miscellaneous IRS taxes (2,4,5) various 131,718
Unclassified (5) various 292,425
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 various 15,911,152
Tax liabilities by type of excise
tax (6) various 15,770,903
Distilled spirits:
Domestic $13.50 per proof 3,004,346
gallon
Imported $13.50 per proof 892,202
gallon
Wine:
Domestic $0.17 to $13.50 per 498,465
gallon or $13.50
per proof gallon
(generally $1.07)
Imported $1.07 to $3.40 per 168,675
gallon or proof
gallon (generally
$1.07)
Beer:
Domestic $7 or $18 par barrel 3,171,372
Imported $18 per barrel 383,793
Tobacco products: (7)
Domestic (7) various 7,120,255
Cigarettes (7) $17.00 to $35.70 per 7,068,982
thousand
Cigars (7) $1.594 to $42.50 per 119,937
thousand
Papers/tubes (7) $0.01 to $0.02 1,130
per 50
Chewing tobacco and $0.17 or $0.51 43,747
snuff (7) per pound
Pipe tobacco (7) $0.96 per pound 13,921
Floor stocks various 4,237,827
Imported various 252,231
Firearms and ammunition 10 or 11 percent of 175,959
sales price
Special occupations $250 to $1000 103,605
per dealer or
manufacturer
Bureau of Alcohol, Tobacco and
Firearms and Customs Service
collections less reported
amounts N/A 140,249
Total collections less reported
amounts N/A 140,249
Fiscal year
2001
Type of excise tax by agency to
which tax was reported or paid by quarter ending–
December March
2000 2001
(9) (10)
Total excise tax collections 16,356,000 16,908,000
Excise tax collections or
liabilities reported by the
Internal Revenue
Service (1)
Total excise tax collections 12,573,569 13,436,454
(r)
Tax liabilities by type of excise
tax, total N/A N/A
Retail excise taxes:
Luxury taxes:
Passenger vehicles 99,578 79,980
Boats (repealed, January 1,
1993)
Aircraft (repealed, January
1, 1993) — 19
Jewelry (repealed, January — —
1, 1993) — —
Furs (repealed, January 1,
1993) — —
Dyed diesel fuel used in
trains:
Total, excluding floor stocks 41,198 43,433
Floor stocks — —
Dyed diesel fuel for certain
intercity or local buses 543 589
Special motor fuels:
Total, excluding floor stocks 6,004 5,584 (r)
Floor stocks — —
Compressed natural gas 119 274
Alcohol fuels (2) 5,214 —
Fuels used commercially on
inland waterways 26,127 28,823
Truck, trailer, and semitrailer
chassis and bodies, and
tractors 448,334 359,196
Manufacturers excise taxes:
Gas guzzlers (2) 14,343 23,668
Highway-type tires (2) 91,441 79,589
Aviation gasoline (3) 12,433 (r) 13,523 (r)
Gasoline except for use in
gasohol:
Total, excluding floor stocks 5,083,427 4,799,562
Floor stocks -22 —
Diesel fuel, except for trains
and intercity buses:
Total, excluding floor
stocks (2) 2,050,374 1,973,142
Floor stocks — —
Gasoline for use in gasohol by
alcohol content:
Total, excluding floor
stocks:
5.7 percent under 7.7
percent 1 8
7.7 percent under 10
percent 1,228 2,902
10 percent or more 66,614 51,071
Floor stocks — —
Gasohol by alcohol content:
Total, excluding floor
stocks:
5.7 percent under 7.7
percent 33,099 123,312
7.7 percent under 10
percent 66,352 72,716
10 percent or more 562,290 462,463
Floor stocks -4 (r) —
Aviation fuel (except
gasoline), noncommercial use:
Total, excluding floor stocks 43,154 43,107
Floor stocks -1 (r) —
Aviation fuel (except gasoline)
for commercial use (other
than foreign trade) 157,375 163,176
Kerosene (effective July 1,
1998) 33,717 (r) 36,750
Coal:
Mined underground:
At 4.4 percent of sales
price 46,431 48,602
At $1.10 per ton 29,741 36,049
Surface mined:
At 4.4 percent of sales
price 20,310 23,398
At $0.55 per ton 33,811 34,844
Certain vaccines (2) 35,386 39,902
Sport fishing equipment: 17,773 31,669
Electric outboard motors,
sonar devices 708 746
Bows and arrows 3,098 4,854
Taxes on facilities and services:
Telephone and teletypewriter
services 1,362,712 1,464,001
Transportation of persons by
air 1,807,064 1,661,372
Use of international air travel
facilities 365,402 370,362
Transportation of property by
air 102,896 104,026
Taxes on policies Issued by
foreign Insurers 42,500 34,360
Taxes related to wagering:
Certain wagers (2) 25,560 16,726
Occupational taxes (2) 2,463 2,013
Certain other excise taxes:
Passenger transportation by
water 6,437 7,210
Use tax on heavy vehicles (1,2) 61,876 197,013
Environmental taxes:
Domestic petroleum (Superfund)
(expired effective January
1, 1996) — -.13
Imported petroleum (Superfund)
(expired effective January 1,
1996) -2 -18
Domestic petroleum (Oil Spill
Liability Trust Fund)
(expired effective January 1,
1995) — —
Imported petroleum (Oil Spill
Liability Trust Fund)
(expired effective January 1,
1995) — —
Certain chemicals (Superfund)
(expired effective January 1,
1996) (2) -5 -2,290
Certain imported substances
(Superfund) (expired
effective January 1,
1996) (2) -31 -471
Ozone-depleting chemicals: (2)
Total, excluding floor stocks 1,997 5,072
Floor stocks 58 -296
Imported taxable products
containing or manufactured
using ozone-depleting
chemicals (2) 3,537 2,518
Taxes on Private Foundations:
Net investment income 85,998 23,614
Other Private Foundations 158,410 94,151
Taxes on Black Lung Benefit
Trusts (2) — —
Taxes on qualified pension and
other plans:
Failure to meet minimum funding
standards — 408
Nondeductible contributions 11,846 273
Excess contributions to
Individual Retirement
Accounts and others — 14,069
Prohibited transactions — 576
Failure to distribute minimum
amounts — N/A
Certain excess contributions — 521
Reversion of qualified plan
assets to employer — 1,726
Other transactions N/A N/A
Penalties (2) — 2,231
Taxes on undistributed Income of
qualified
Investment entitles: — 91
Real Estate Investment Trusts — 3,409
Regulated Investment Companies
Windfall profits tax on domestic
crude oil (repealed August 23,
1988) (1) — —
Miscellaneous IRS taxes (2,4,5) 73,957 —
Unclassified (5) -571,303 850,784 (r)
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 3,782,431 (r) 3,471,546
Tax liabilities by type of excise
tax (6) 3,772,127 3,456,392
Distilled spirits:
Domestic 798,164 631,457
Imported 273,292 185,794
Wine:
Domestic 146,120 108,674
Imported 50,913 34,118
Beer:
Domestic 669,040 696,617
Imported 80,348 64,850
Tobacco products: (7)
Domestic (7) 1,636,753 1,624,777
Cigarettes (7) 1,766,445 (r) 1,721,389 (r)
Cigars (7) 28,094 28,039 (r)
Papers/tubes (7) 359 304 (r)
Chewing tobacco and
snuff (7) 10,614 10,734
Pipe tobacco (7) 4,105 3,012
Floor stocks 86,155 232,306
Imported 68,718 47,358
Firearms and ammunition 44,723 39,930
Special occupations 4,056 2,817
Bureau of Alcohol, Tobacco and
Firearms and Customs Service
collections less reported
amounts 10,304 (r) 15,154
Total collections less reported
amounts 10,304 (r) 15,154
Fiscal year
2001
Type of excise tax by agency to
which tax was reported or paid by quarter ending–
June September
2001 2001
(11) (12)
Total excise tax collections 16,506,000 18,560,000
Excise tax collections or
liabilities reported by the
Internal Revenue
Service (1)
Total excise tax collections 12,368,915 (r) 14,039,910
Tax liabilities by type of excise
tax, total N/A N/A
Retail excise taxes:
Luxury taxes:
Passenger vehicles 87,845 74,578
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 42,453 40,077
Floor stocks — —
Dyed diesel fuel for certain
intercity or local buses 655 593
Special motor fuels:
Total, excluding floor stocks 2,273 4,543
Floor stocks —
Compressed natural gas 320 313
Alcohol fuels (2) 55 112
Fuels used commercially on
inland waterways 30,548 28,612
Truck, trailer, and semitrailer
chassis and bodies, and
tractors 418,275 348,163
Manufacturers excise taxes:
Gas guzzlers (2) 22,712 17,434
Highway-type tires (2) 85,737 98,022
Aviation gasoline (3) 34,590 -10,859
Gasoline except for use in
gasohol:
Total, excluding floor stocks 5,378,300 5,357,906
Floor stocks — 1
Diesel fuel, except for trains
and intercity buses:
Total, excluding floor
stocks (2) 2,106,292 2,079,186
Floor stocks — —
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 632 77
10 percent or more 63,716 62,301
Floor stocks 1 —
Gasohol by alcohol content:
Total, excluding floor
stocks:
5.7 percent under 7.7
percent 68,892 72,460
7.7 percent under 10
percent 3,004 4,124
10 percent or more 453,373 440,869
Floor stocks — —
Aviation fuel (except
gasoline), noncommercial use:
Total, excluding floor stocks 58,763 42,294
Floor stocks 1 —
Aviation fuel (except gasoline)
for commercial use (other
than foreign trade) 141,583 157,910
Kerosene (effective July 1,
1998) 11,479 8,385
Coal:
Mined underground:
At 4.4 percent of sales
price 45,985 42,513
At $1.10 per ton 35,523 33,876
Surface mined:
At 4.4 percent of sales
price 21,748 24,666
At $0.55 per ton 35,257 36,092
Certain vaccines (2) 40,456 36,605
Sport fishing equipment: 33,405 17,795
Electric outboard motors,
sonar devices 628 395
Bows and arrows 4,614 6,528
Taxes on facilities and services:
Telephone and teletypewriter
services 1,439,287 1,471,027
Transportation of persons by
air 1,806,736 1,395,185
Use of international air travel
facilities 387,770 326,924
Transportation of property by
air 105,494 87,870
Taxes on policies Issued by
foreign Insurers 34,421 40,940
Taxes related to wagering:
Certain wagers (2) 45,218 63,294
Occupational taxes (2) 629 689
Certain other excise taxes:
Passenger transportation by
water 7,268 7,004
Use tax on heavy vehicles (1,2) 167,261 442,236
Environmental taxes:
Domestic petroleum (Superfund)
(expired effective January
1, 1996) 27 —
Imported petroleum (Superfund)
(expired effective January 1,
1996) 357 —
Domestic petroleum (Oil Spill
Liability Trust Fund)
(expired effective January 1,
1995) 6 —
Imported petroleum (Oil Spill
Liability Trust Fund)
(expired effective January 1,
1995) — —
Certain chemicals (Superfund)
(expired effective January 1,
1996) (2) 24 13
Certain imported substances
(Superfund) (expired
effective January 1,
1996) (2) 10 —
Ozone-depleting chemicals: (2)
Total, excluding floor stocks 4,062 945
Floor stocks 1,303 248
Imported taxable products
containing or manufactured
using ozone-depleting
chemicals (2) 2,665 3,258
Taxes on Private Foundations:
Net investment income 98,013 81,513
Other Private Foundations — —
Taxes on Black Lung Benefit
Trusts (2) — -1
Taxes on qualified pension and
other plans:
Failure to meet minimum funding
standards 114 130
Nondeductible contributions -10 36
Excess contributions to
Individual Retirement
Accounts and others 40,092 13,894
Prohibited transactions 378 137
Failure to distribute minimum
amounts N/A N/A
Certain excess contributions 7 14
Reversion of qualified plan
assets to employer 27 374
Other transactions N/A N/A
Penalties (2) 886 841
Taxes on undistributed Income of
qualified
Investment entitles: 101 57
Real Estate Investment Trusts 1,284 1,375
Regulated Investment Companies
Windfall profits tax on domestic
crude oil (repealed August 23,
1988) (1) — —
Miscellaneous IRS taxes (2,4,5) 31,542 26,219
Unclassified (5) -1,037,173 1,050,117
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 4,137,085 (r) 4,520,090
Tax liabilities by type of excise
tax (6) 4,121,950 (r) 4,420,434
Distilled spirits:
Domestic 767,237 807,488
Imported 218,985 214,131
Wine:
Domestic 119,485 124,186
Imported 39,776 43,868
Beer:
Domestic 850,208 955,507
Imported 108,905 109,690
Tobacco products: (7)
Domestic (7) 1,852,710 2,006,015
Cigarettes (7) 1,842,496 (r) 1,738,651
Cigars (7) 31,122 (r) 32,682
Papers/tubes (7) 176 291
Chewing tobacco and
snuff (7) 11,498 10,900
Pipe tobacco (7) 3,239 (r) 3,564
Floor stocks 3,390,993 528,373
Imported 58,605 77,550
Firearms and ammunition 38,447 52,859
Special occupations
67,592 29,140
Bureau of Alcohol, Tobacco and
Firearms and Customs Service
collections less reported
amounts 15,135 (r) 99,656
Total collections less reported
amounts 15,135 (r) 99,656
See notes at end of this section.
Table 22.–Selected Returns and Forms Filed or To Be Filed by Type
During Specified Calendar Years, 1975-2002
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, 1040N R,
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 1997
(4) (5) (6)
Individual income (1) 112,596,000 116,466,900 120,781,700
Forms 1040, 1040A, 1040EZ,
and 1040PC 112,305,000 116,059,700 120,342,500
Paper returns 108,100,900 104,252,800 101,206,800
Electronically-filed
returns 4,204,200 11,806,900 19,135,700
Business returns 16,170,200 18,058,600 18,823,400
Schedule C or C-EZ 14,149,000 16,157,000 16,952,600
Schedule F 2,021,300 1,901,600 1,870,900
Nonbusiness returns 96,134,800 98,001,100 101,519,000
Forms 1040C, 1040N R,
1040PR, and 1040SS 291,000 407,200 439,200
Corporation Income (2) 4,319,500 4,817,900 5,149,100
Form 1120 2,334,600 2,197,000 2,249,900
Form 1120A 332,000 319,100 293,700
Form 1120S 1,536,100 2,161,000 2,449,900
Other 116,800 140,800 155,600
Partnership, Forms 1066 and
1065B (3) 1,750,900 1,580,300 1,755,400
Estate and trust income, Forms
1041 and 1041S (4) 2,580,900 3,190,900 3,314,700
Estate tax, Forms 706, 706NA,
706GS(D), and 706GS(T) (5) 60,800 81,400 102,200
Gift tax, Form 709 147,700 216,200 255,600
Tax-exempt organizations (6) 487,400 572,600 638,700
Forms 990 and 990EZ 359,700 406,400 445,700
Form 990-PF 44,700 51,300 54,500
Form 990-T 39,100 49,800 55,300
Forms 990C, 4720, and 5227 43,900 65,100 83,200
Employment (7) 28,911,300 28,654,900 29,045,000
Forms 940, 940EZ, 940PR 5,367,400 5,482,600 5,438,700
Forms 941, 941PR/SS/M 21,632,100 22,219,100 23,070,500
Forms 943, 943PR 385,400 354,700 338,900
Other 1,526,400 598,500 196,900
Excise (8) 852,000 788,500 801,200
Form 2290 440,700 490,300 537,600
Form 720 339,100 225,300 198,800
Other 72,200 73,000 64,800
Number filed in calendar year–
Type of return or form
1998 1999 2000
(7) (8) (9)
Individual income (1) 123,049,600 125,389,700 127,657,400
Forms 1040, 1040A, 1040EZ,
and 1040PC 122,546,900 124,887,100 127,097,200
Paper returns 97,966,600 95,557,600 91,695,100
Electronically-filed
returns 24,580,300 29,329,500 35,402,200
Business returns 19,031,300 19,176,200 19,350,400
Schedule C or C-EZ 17,183,700 17,377,100 17,570,500
Schedule F 1,847,600 1,799,200 1,779,900
Nonbusiness returns 103,515,700 105,710,900 107,746,800
Forms 1040C, 1040N R,
1040PR, and 1040SS 502,700 502,500 560,200
Corporation Income (2) 5,241,200 5,398,300 5,469,600
Form 1120 2,207,600 2,202,400 2,161,700
Form 1120A 272,500 260,800 245,500
Form 1120S 2,599,800 2,767,000 2,887,100
Other 161,300 168,100 175,300
Partnership, Forms 1066 and
1065B (3) 1,861,000 1,974,700 2,066,800
Estate and trust income, Forms
1041 and 1041S (4) 3,397,600 3,403,300 3,528,900
Estate tax, Forms 706, 706NA,
706GS(D), and 706GS(T) (5) 110,100 116,400 123,600
Gift tax, Form 709 261,200 291,900 308,600
Tax-exempt organizations (6) 618,300 730,700 699,100
Forms 990 and 990EZ 412,000 458,100 461,700
Form 990-PF 61,800 64,900 70,000
Form 990-T 50,200 62,800 52,600
Forms 990C, 4720, and 5227 94,300 106,700 114,900
Employment (7) 29,106,400 28,973,600 28,841,200
Forms 940, 940EZ, 940PR 5,483,300 5,479,100 5,463,100
Forms 941, 941PR/SS/M 23,098,500 22,985,100 22,890,300
Forms 943, 943PR 330,900 316,200 305,500
Other 193,700 193,200 182,300
Excise (8) 821,900 822,300 852,500
Form 2290 562,500 577,800 610,800
Form 720 194,000 183,800 174,700
Other 65,400 60,700 67,100
Number filed in calendar year–
Type of return or form
2001 (r) 2002 (projected)
(10) (11)
Individual income (1) 130,094,300 132,652,900
Forms 1040, 1040A, 1040EZ,
and 1040PC 129,444,900 131,991,400
Paper returns 89,238,100 87,060,600
Electronically-filed
returns 40,206,800 44,930,800
Business returns 19,664,500 19,832,400
Schedule C or C-EZ 17,904,900 18,051,300
Schedule F 1,759,600 1,781,100
Nonbusiness returns 109,780,500 112,159,000
Forms 1040C, 1040N R,
1040PR, and 1040SS 649,300 661,500
Corporation Income (2) 5,561,300 5,660,800
Form 1120 2,128,700 2,114,400
Form 1120A 235,800 236,800
Form 1120S 3,022,600 3,118,600
Other 174,200 191,000
Partnership, Forms 1066 and
1065B (3) 2,165,000 2,247,000
Estate and trust income, Forms
1041 and 1041S (4) 3,918,900 3,648,400
Estate tax, Forms 706, 706NA,
706GS(D), and 706GS(T) (5) 122,400 107,100
Gift tax, Form 709 303,800 320,900
Tax-exempt organizations (6) 724,200 768,100
Forms 990 and 990EZ 481,000 502,200
Form 990-PF 73,300 77,300
Form 990-T 48,200 60,600
Forms 990C, 4720, and 5227 121,700 128,000
Employment (7) 28,935,800 29,159,900
Forms 940, 940EZ, 940PR 5,545,400 5,518,800
Forms 941, 941PR/SS/M 22,919,800 23,189,600
Forms 943, 943PR 291,000 283,900
Other 179,600 167,600
Excise (8) 815,100 876,700
Form 2290 588,700 660,000
Form 720 164,900 159,000
Other 61,500 57,700
See notes at end of this section.
Table 23.–Taxpayers Receiving Assistance, Paid and Unpaid, Specified
Tax Years 1990-2000
[Some estimates based on samples-all data are in thousands]Tax year
Type of assistance 1990 1995 1997
(1) (2) (3)
Returns with paid preparer signature: (1)
All returns 54,499 58,965 63,480
Form 1040EZ 648 1,760 763
Form 1040A 4,801 4,754 4,028
Form 1040, total 49,049 52,447 58,689
Form 1040 Business, total 10,723 13,281 13,840
Nonfarm 9,025 11,379 11,974
Farm 1,697 1,902 1,865
Form 1040 Nonbusiness, total 36,629 39,165 44,849
With itemized deductions 17,249 15,528 17,089
Without itemized deductions 19,380 23,637 27,760
Electronically-filed (2) 4,715 9,214 14,988
Assistance provided by IRS: (3)
Telephone inquiries (including
recorded telephone information) 63,980 99,107 113,267
Office walk-ins, information 7,173 6,397 10,097
Written inquiries 168 182 82
Number of taxpayers assisted by
selected special programs:
Community classes and seminars 924 426 436
Volunteer Income Tax Assistance
(VITA) and Tax Counseling for
the Elderly (TCE) 3,112 3,501 3,531
Tax year
Type of assistance 1998 1999 2000p
(4) (5) (6)
Returns with paid preparer signature: (1)
All returns 66,551 69,250 68,866
Form 1040EZ 701 761 950
Form 1040A 4,239 3,746 4,138
Form 1040, total 61,611 64,743 63,778
Form 1040 Business, total 14,130 14,198 13,812
Nonfarm 12,347 12,462 12,110
Farm 1,783 1,735 1,702
Form 1040 Nonbusiness, total 47,482 50,546 49,966
With itemized deductions 18,140 19,239 19,534
Without itemized deductions 29,342 31,307 30,432
Electronically-filed (2) 18,482 22,894 26,657
Assistance provided by IRS: (3)
Telephone inquiries (including
recorded telephone information) 110,879 93,212 110,524
Office walk-ins, information 9,981 9,663 9,362
Written inquiries 75 61 48
Number of taxpayers assisted by
selected special programs:
Community classes and seminars 528 1,416 577
Volunteer Income Tax Assistance
(VITA) and Tax Counseling for
the Elderly (TCE) 3,479 3,790 3,587
See notes on following page.
