Selected historical and other data

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 in

thousands 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 returns

is 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 billions

of 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 returns

is in millions]

Number of returns with–

Tax year Total Tax due No overpayments

number of at time of Overpayments (1) or tax due at

returns filing time of filing

(1) (2) (3) (4)

1950 53.1 14.3 32.0 6.8

1951 55.4 18.6 31.0 5.8

1952 56.5 19.3 32.1 5.1

1953 57.8 19.0 32.7 6.2

1954 56.7 16.6 35.2 5.0

1955 58.3 18.7 35.4 4.2

1956 59.2 19.4 36.1 3.7

1957 59.8 18.6 37.6 3.6

1958 59.1 18.1 37.4 3.6

1959 60.3 19.1 38.4 2.8

1960 61.0 18.1 39.4 3.5

1961 61.5 18.6 40.0 2.9

1962 62.7 18.7 40.9 3.1

1963 63.9 19.3 41.4 3.3

1964 65.4 22.5 39.3 3.5

1965 67.6 20.0 44.3 3.2

1966 70.2 17.8 49.4 3.0

1967 71.7 17.5 51.2 3.0

1968 73.7 20.3 50.6 2.8

1969 75.8 17.9 54.9 3.0

1970 74.3 16.5 55.3 2.5

1971 74.6 17.0 55.3 2.4

1972 77.6 11.9 63.3 2.3

1973 80.7 14.2 64.2 2.2

1974 83.3 15.4 65.8 2.1

1975 82.2 15.8 63.8 2.6

1976 84.7 16.9 65.0 2.8

1977 86.6 17.8 66.0 2.8

1978 89.6 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 are

in 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 in

thousands 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 of

businesses is in thousands]

Type and size of business 1980 1985 1990

(1) (2) (3)

CORPORATIONS

Total 2,710.5 3,277.2 3,716.7

Receipt size (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 are

in thousands of dollars]

Item 1980 1985 (1)

(1) (2)

Number of returns, total (1) 2,710,538 3,277,219

Number with net income (1) 1,596,632 1,820,120

Consolidated returns (1,2,3) 57,890 79,598

S corporation returns (1,3,4) 545,389 724,749

DISC returns (1,5) 8,665 1,383

FSC returns (1,6) N/A 2,341

Total assets (7) 7,617,238,403 12,773,093,888

Cash 528,914,747 683,204,264

Notes and accounts receivable 1,984,601,790 3,317,635,191

Less: Allowance for bad debts 50,057,307 61,580,335

Inventories (8) 534,806,547 714,722,928

Investments in 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 are

in 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 in

thousands 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 in

millions 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 an

estimate 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.