| TABLE: B1 Individual Income Tax Data by Size of Adjusted Gross Income for Tax Year 2001 (Money amounts are in thousands of dollars, except where indicated)
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| Single: | |||||||||||||||
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Size of Adjusted Gross Income (1000'$) |
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| Item | <0-0 | >0-5 | >5-10 | >10-15 | >15-20 | >20-25 | >25-30 | >30-40 | >40-50 | >50-75 | >75-100 | >100-200 | >200-500 | >500 | all |
| Adjusted Gross Income | |||||||||||||||
| number of returns | 5,381 | 73,989 | 62,036 | 46,210 | 39,926 | 34,428 | 27,731 | 34,486 | 17,937 | 15,281 | 3,608 | 2,436 | 648 | 184 | 364,281 |
| amount | (168,230) | 198,588 | 455,830 | 573,511 | 696,394 | 772,255 | 759,927 | 1,186,993 | 796,730 | 906,960 | 307,500 | 322,421 | 189,374 | 288,192 | 7,286,446 |
| INCOME | |||||||||||||||
| Wages, salaries, tips, etc. | |||||||||||||||
| number of returns | 1,248 | 63,333 | 52,234 | 36,309 | 33,206 | 30,244 | 24,600 | 30,369 | 14,818 | 11,519 | 2,447 | 1,493 | 396 | 105 | 302,321 |
| amount | 9,505 | 171,429 | 360,729 | 426,408 | 550,745 | 650,206 | 642,953 | 985,195 | 597,907 | 586,889 | 163,952 | 130,596 | 66,756 | 45,509 | 5,388,780 |
| Taxable interest | |||||||||||||||
| number of returns | 3,137 | 29,116 | 26,020 | 20,252 | 16,894 | 14,666 | 13,045 | 19,369 | 12,536 | 12,380 | 3,186 | 2,274 | 623 | 184 | 173,682 |
| amount | 7,522 | 11,705 | 28,418 | 44,502 | 41,651 | 31,025 | 29,400 | 47,083 | 43,901 | 68,748 | 27,831 | 31,294 | 14,465 | 26,202 | 453,747 |
| Tax-exempt interest | |||||||||||||||
| number of returns | 163 | 572 | 822 | 973 | 968 | 851 | 832 | 1,389 | 1,432 | 2,059 | 759 | 718 | 256 | 99 | 11,893 |
| amount | 773 | 1,532 | 1,948 | 3,186 | 3,650 | 3,709 | 4,103 | 8,928 | 8,870 | 16,246 | 8,915 | 12,469 | 5,936 | 8,474 | 88,739 |
| Dividend income | |||||||||||||||
| number of returns | 2,011 | 12,040 | 9,385 | 7,830 | 6,604 | 5,536 | 5,093 | 8,250 | 6,236 | 7,305 | 2,194 | 1,734 | 543 | 165 | 74,926 |
| amount | 1,426 | 5,323 | 8,626 | 10,895 | 10,903 | 8,740 | 8,316 | 13,542 | 14,003 | 23,641 | 12,488 | 18,680 | 12,920 | 17,390 | 166,894 |
| State and local income tax refund | |||||||||||||||
| number of returns | 103 | 347 | 656 | 1,109 | 1,474 | 1,956 | 2,706 | 6,488 | 5,421 | 5,911 | 1,543 | 1,058 | 313 | 92 | 29,177 |
| amount | 368 | 121 | 232 | 430 | 506 | 678 | 1,112 | 2,817 | 2,722 | 3,519 | 1,241 | 1,474 | 1,028 | 1,490 | 17,735 |
| Alimony received | |||||||||||||||
| number of returns | 13 | 41 | 112 | 178 | 160 | 201 | 180 | 259 | 139 | 104 | 31 | * | * | 0 | 1,434 |
| amount | 97 | 145 | 557 | 1,033 | 1,060 | 1,133 | 1,169 | 1,933 | 1,554 | 1,483 | 812 | * | * | 0 | 11,474 |
| Capital gain | |||||||||||||||
| number of returns | 762 | 7,796 | 6,032 | 4,738 | 4,021 | 3,373 | 2,980 | 4,658 | 3,571 | 4,215 | 1,320 | 1,113 | 341 | 130 | 45,050 |
| amount | 9,998 | 4,567 | 8,006 | 8,713 | 8,568 | 7,799 | 7,630 | 12,606 | 14,215 | 27,814 | 19,017 | 37,541 | 35,200 | 164,613 | 366,288 |
| Capital loss | |||||||||||||||
| number of returns | 2,075 | 2,705 | 2,199 | 1,877 | 1,554 | 1,406 | 1,280 | 2,213 | 1,683 | 2,057 | 724 | 589 | 194 | 45 | 20,601 |
| amount | (4,545) | (4,046) | (3,640) | (3,240) | (2,731) | (2,393) | (2,191) | (3,873) | (3,027) | (4,144) | (1,561) | (1,368) | (503) | (124) | (37,385) |
| Other Gains or Losses | |||||||||||||||
| number of returns | 690 | 339 | 570 | 471 | 449 | 331 | 279 | 427 | 306 | 362 | 156 | 197 | 82 | 38 | 4,697 |
| amount | 1,159 | 149 | 1,378 | 976 | 915 | 504 | 758 | 1,365 | 875 | 1,905 | 1,378 | 1,398 | 985 | 485 | 14,230 |
| Electronically Filed Returns | |||||||||||||||
| number of returns | 955 | 23,477 | 25,975 | 20,317 | 18,399 | 16,332 | 12,810 | 15,584 | 7,430 | 5,360 | 1,012 | 518 | 70 | 9 | 148,248 |
| Total pensions and annuities | |||||||||||||||
| number of returns | 186 | 763 | 1,760 | 2,341 | 2,049 | 1,718 | 1,538 | 2,296 | 1,800 | 2,122 | 592 | 418 | 82 | 22 | 17,687 |
| amount | 2,532 | 9,854 | 20,952 | 34,779 | 32,413 | 31,848 | 31,997 | 53,613 | 53,820 | 87,224 | 30,205 | 34,635 | 7,904 | 2,788 | 434,565 |
| Taxable pensions and annuities | |||||||||||||||
| number of returns | 321 | 1,836 | 5,179 | 6,853 | 5,688 | 4,323 | 3,551 | 5,042 | 3,569 | 4,039 | 1,104 | 719 | 137 | 47 | 42,408 |
| amount | 1,286 | 4,059 | 21,708 | 41,849 | 42,900 | 36,562 | 32,989 | 55,401 | 50,246 | 73,289 | 26,941 | 22,102 | 5,249 | 1,839 | 416,418 |
| Rents, royalties, partnerships, estates, trusts, etc. | |||||||||||||||
| number of returns | 1,486 | 2,127 | 3,930 | 4,068 | 3,437 | 2,756 | 2,391 | 3,856 | 2,917 | 3,666 | 1,215 | 1,150 | 389 | 136 | 33,524 |
| amount | (76,930) | 792 | 10,074 | 15,464 | 15,777 | 12,882 | 11,699 | 19,366 | 20,484 | 38,960 | 19,712 | 39,968 | 35,099 | 36,014 | 199,361 |
| Unemployment compensation | |||||||||||||||
| number of returns | 32 | 712 | 1,677 | 2,135 | 1,995 | 1,702 | 1,184 | 1,137 | 440 | 229 | 31 | 27 | 3 | 0 | 11,304 |
| amount | 67 | 1,006 | 3,384 | 4,660 | 4,404 | 3,721 | 2,570 | 2,592 | 979 | 542 | 99 | 73 | 6 | 0 | 24,104 |
| Social security benefits | |||||||||||||||
| number of returns | 601 | 2,048 | 3,523 | 3,863 | 3,325 | 3,892 | 3,374 | 4,317 | 3,448 | 4,172 | 1,186 | 900 | 250 | 83 | 34,982 |
| amount | 6,130 | 17,851 | 34,180 | 39,334 | 37,244 | 42,938 | 36,599 | 46,200 | 38,431 | 52,315 | 15,746 | 13,162 | 4,115 | 1,430 | 385,674 |
| Taxable social security benefits | |||||||||||||||
| number of returns | 4 | 12 | 38 | 117 | 1,082 | 3,595 | 3,365 | 4,319 | 3,448 | 4,172 | 1,185 | 901 | 250 | 83 | 22,571 |
| amount | 16 | 54 | 102 | 279 | 1,125 | 4,910 | 9,737 | 23,178 | 30,164 | 44,177 | 13,378 | 11,202 | 3,498 | 1,215 | 143,035 |
| Other income | |||||||||||||||
| number of returns | 1,784 | 1,839 | 1,644 | 1,239 | 1,035 | 982 | 904 | 1,428 | 1,032 | 1,189 | 369 | 351 | 128 | 47 | 13,971 |
| amount | (83,384) | (584) | 695 | 1,092 | 1,564 | 1,887 | 1,773 | 2,947 | 2,884 | 5,136 | 3,109 | 3,665 | 4,339 | (10,858) | (65,735) |
| Total income | |||||||||||||||
| number of returns | 4,942 | 73,987 | 62,035 | 46,204 | 39,926 | 34,428 | 27,730 | 34,484 | 17,936 | 15,279 | 3,606 | 2,436 | 646 | 184 | 363,823 |
| amount | (166,289) | 200,406 | 459,525 | 578,268 | 701,717 | 778,221 | 765,417 | 1,195,475 | 800,889 | 913,189 | 310,401 | 327,808 | 191,566 | 286,998 | 7,343,591 |
| Total IRA distribution | |||||||||||||||
| number of returns | 32 | 128 | 199 | 236 | 243 | 229 | 234 | 355 | 254 | 250 | 85 | 72 | * | * | 2,337 |
| amount | 281 | 616 | 2,387 | 3,099 | 2,637 | 2,934 | 2,222 | 6,495 | 4,904 | 4,948 | 3,423 | 3,199 | * | * | 38,833 |
| Taxable IRA distribution | |||||||||||||||
| number of returns | 161 | 773 | 2,325 | 3,078 | 2,606 | 1,949 | 1,761 | 2,436 | 1,955 | 2,440 | 749 | 518 | 111 | 32 | 20,894 |
| amount | 1,142 | 1,581 | 6,774 | 11,288 | 11,197 | 9,449 | 9,097 | 14,760 | 14,170 | 24,757 | 12,498 | 14,427 | 5,792 | 1,418 | 138,351 |
| ADJUSTMENTS TO INCOME | |||||||||||||||
| Retirement Plans (Self-Employed SEP, SIMPLE, Qualified Plans) | |||||||||||||||
| number of returns | * | * | 29 | 54 | 63 | 66 | 54 | 131 | 88 | 149 | 77 | 123 | 36 | 4 | 884 |
| amount | * | * | 76 | 98 | 154 | 187 | 195 | 504 | 389 | 832 | 642 | 1,672 | 871 | 39 | 5,691 |
| Student loan interest deduction | |||||||||||||||
| number of returns | 70 | 288 | 913 | 1,694 | 2,429 | 2,772 | 2,524 | 3,237 | 1,302 | 279 | 0 | 0 | 0 | 0 | 15,508 |
| amount | 43 | 108 | 330 | 684 | 1,110 | 1,631 | 1,737 | 2,521 | 772 | 62 | 0 | 0 | 0 | 0 | 8,999 |
| Penalty on early withdrawal of savings | |||||||||||||||
| number of returns | 40 | 301 | 388 | 359 | 248 | 162 | 157 | 202 | 117 | 105 | 38 | 23 | * | * | 2,146 |
| amount | 11 | 35 | 59 | 67 | 33 | 35 | 20 | 33 | 19 | 38 | 16 | 6 | * | * | 373 |
| Alimony paid | |||||||||||||||
| number of returns | 39 | 24 | 51 | 50 | 59 | 92 | 117 | 249 | 197 | 338 | 121 | 123 | 48 | 13 | 1,521 |
| amount | 399 | 131 | 252 | 248 | 303 | 457 | 513 | 1,009 | 889 | 2,311 | 1,190 | 2,019 | 1,337 | 490 | 11,547 |
| Self-employed health insurance deductions | |||||||||||||||
| number of returns | 232 | 583 | 1,105 | 1,037 | 858 | 642 | 493 | 648 | 401 | 523 | 218 | 260 | 111 | 31 | 7,142 |
| amount | 518 | 626 | 1,252 | 1,226 | 1,017 | 803 | 609 | 831 | 542 | 750 | 327 | 433 | 233 | 61 | 9,229 |
| IRA deduction | |||||||||||||||
| number of returns | 27 | 190 | 369 | 649 | 817 | 950 | 932 | 1,330 | 465 | 355 | 118 | 110 | 27 | 11 | 6,350 |
| amount | 36 | 249 | 557 | 1,040 | 1,300 | 1,478 | 1,463 | 1,862 | 667 | 669 | 232 | 209 | 54 | 22 | 9,839 |
| Moving expenses | |||||||||||||||
| number of returns | 14 | 20 | 100 | 171 | 238 | 220 | 194 | 303 | 161 | 183 | 54 | 29 | * | * | 1,695 |
| amount | 17 | 22 | 96 | 152 | 214 | 238 | 186 | 382 | 254 | 312 | 80 | 48 | * | * | 2,028 |
| Medical savings account | |||||||||||||||
| number of returns | 0 | * | * | 10 | 13 | 10 | 14 | 18 | 13 | 15 | 11 | 6 | 6 | 0 | 126 |
| amount | 0 | * | * | 4 | 7 | 9 | 10 | 16 | 12 | 14 | 12 | 9 | 9 | 0 | 110 |
| Total adjustments | |||||||||||||||
| number of returns | 775 | 4,519 | 5,834 | 5,483 | 5,622 | 5,442 | 4,889 | 6,634 | 3,051 | 2,216 | 685 | 685 | 252 | 83 | 46,170 |
| amount | 1,478 | 1,934 | 4,182 | 5,143 | 5,704 | 6,147 | 5,758 | 8,860 | 4,559 | 6,535 | 3,291 | 5,488 | 2,993 | 734 | 62,807 |
| TAXES, CREDITS, PAYMENTS | |||||||||||||||
| Federal income tax before credits | |||||||||||||||
| number of returns | 21 | 13,171 | 42,751 | 44,046 | 39,017 | ||||||||||