TABLE: B2
Individual Income Tax Data by Size of Adjusted Gross Income for Tax Year 2001
(Money amounts are in thousands of dollars, except where indicated)

Married, Joint:
 

Size of Adjusted Gross Income (1000'$)

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 4,5893,8367,45212,31816,38117,87817,85039,35243,48993,07044,18931,7276,7281,734340,593
amount (359,938)10,82357,649156,389287,698402,476491,2141,383,5111,959,1265,724,1033,783,0544,107,7151,943,3662,609,69122,556,878
INCOME
Wages, salaries, tips, etc.
number of returns 2,5281,9264,4147,77310,94613,71514,73834,68640,30287,38941,44829,3695,9981,528296,760
amount 51,01413,52236,68287,204159,572257,098343,9591,050,7011,602,4234,717,9493,060,8002,967,9791,142,018693,07016,183,993
Taxable interest
number of returns 3,6682,5555,0058,48111,34911,62211,16825,12729,13572,03938,90029,7566,5871,723257,115
amount 23,5873,1367,96317,53328,44328,16025,44951,06049,069124,54088,523119,63072,455170,661810,208
Tax-exempt interest
number of returns 169871933846065835721,3761,4073,9752,9784,0901,98186919,270
amount 2,4703271,0171,0372,1681,7501,9315,4017,30921,13817,04932,94930,88966,584192,018
Dividend income
number of returns 1,5349451,9593,5854,8074,9174,69110,61312,38933,82722,27720,9535,6301,613129,740
amount 4,5676781,7503,7485,5745,5595,33012,23712,66138,16235,00061,90654,287102,781344,241
State and local income tax refund
number of returns 2851402355368961,2891,5975,1228,86432,41721,05515,7813,19399592,405
amount 1,084851572663926147312,5004,31216,66012,36114,4098,21710,64572,432
Alimony received
number of returns **4355322258143394*238
amount **41227113618233818321711*963
Capital gain
number of returns 1,6226601,3812,5433,3933,6473,4157,3357,84219,63412,10111,1262,97996778,645
amount 35,2392,7924,1399,37710,78812,15113,32526,95528,08676,37465,720148,850144,910858,1731,436,880
Capital loss
number of returns 7344076571,1111,3281,2861,2822,9923,4339,4966,8037,5392,44064640,154
amount (1,697)(866)(1,417)(2,299)(2,600)(2,558)(2,483)(5,495)(6,260)(17,008)(13,164)(16,182)(6,047)(1,796)(79,874)
Other Gains or Losses
number of returns 1,4583296201,0001,2791,4111,3662,6062,1863,8581,6771,98989942421,102
amount (13,198)5701,5123,9684,0684,5955,0318,9689,52017,6778,85511,1874,137(598)66,292
Electronically Filed Returns
number of returns 7619802,1683,9055,5306,6106,94415,51117,61037,86416,2539,8791,253151125,419
Total pensions and annuities
number of returns 3923768331,5592,1712,1731,9774,2144,19910,4585,8704,74590121240,080
amount 8,2025,78711,54224,09941,17042,48446,248102,376141,008409,821233,992280,86597,40273,5531,518,549
Taxable pensions and annuities
number of returns 6547391,9683,7915,4145,0294,3058,2437,78117,9529,4637,1521,31234674,149
amount 4,6722,0458,12723,36645,70449,79347,21096,50993,669252,164172,839171,30338,76017,2971,023,459
Rents, royalties, partnerships, estates, trusts, etc.
number of returns 2,4401,0342,0883,4014,1074,2153,8198,0648,31819,57311,36712,1443,9881,35785,915
amount (122,833)(365)2,4388,29314,69316,42614,68632,60039,049121,790113,773301,159326,145683,0181,550,872
Unemployment compensation
number of returns 70782985657951,0361,1522,6842,8524,1641,17156746315,481
amount 1611416641,4201,8722,5272,7306,1626,4349,4302,8141,6281581136,152
Social security benefits
number of returns 7048531,5962,5343,0803,6914,6008,7106,15011,9095,5124,2881,03731554,979
amount 9,97912,60924,44640,46350,40262,48575,944133,87191,321182,08297,40383,34723,1277,433894,914
Taxable social security benefits
number of returns **8251451,8204,2148,6986,15211,9105,5154,2871,03731544,130
amount **171402241,4596,67431,75842,523142,28982,75070,82519,6586,318404,667
Other income
number of returns 2,6445237431,0141,2871,3381,3652,8663,0777,6654,6404,4381,53056733,697
amount (211,838)(3,494)(2,841)(1,812)(413)781,2013,4754,51917,16615,73626,16025,06722,145(104,851)
Total income
number of returns 4,5383,8357,45112,31816,37917,87817,84939,35143,48893,06944,18931,7256,7271,733340,530
amount (357,291)12,22460,885162,440296,252413,108502,6211,407,9881,986,0145,779,1803,812,5764,156,3061,970,6062,615,37522,818,284
Total IRA distribution
number of returns 4154942262472572605626591,679893818140345,964
amount 7979551,3194,0164,0474,6575,0397,36512,72531,86623,42434,5548,9406,808146,512
Taxable IRA distribution
number of returns 2854101,2042,4193,2512,8402,4224,5534,1219,7815,4054,19974816541,803
amount 2,9461,1684,15910,20516,91115,81114,94928,73228,52382,84960,86184,78134,59311,290397,777
ADJUSTMENTS TO INCOME
Retirement Plans (Self-Employed SEP, SIMPLE, Qualified Plans)
number of returns 109152443831173023751,2361,0121,6657241845,799
amount 24153954932143258871,2105,3485,52915,66212,6133,50145,514
Student loan interest deduction
number of returns 143641402804747791,0733,2014,60311,099000021,856
amount 8831701402413956081,8783,1336,347000012,930
Penalty on early withdrawal of savings
number of returns 77569614921020419336542085636626350123,317
amount 156134124262851561395698149577
Alimony paid
number of returns 8391582128668731022828377201,163
amount 18220328327971583604421,6781,4812,9051,5198339,817
Self-employed health insurance deductions
number of returns 5754188781,3471,8321,9161,7333,1732,5724,5142,1812,9271,28545225,803
amount 1,4468871,9602,9594,0554,3403,8706,8145,69810,6885,5998,6824,5381,72863,265
IRA deduction
number of returns 5843992555818041,0142,4553,1015,7322,5822,2393587719,398
amount 141711875801,3751,9822,5216,1367,47412,1046,1255,9501,28527746,207
Moving expenses
number of returns 1541638741201693594368304464536673,033
amount 22834541051382244555921,3131,0411,359267545,667
Medical savings account
number of returns 13**102121276172160991294611678
amount 15**14303347104134301212299114351,350
Total adjustments
number of returns 1,7571,2042,3963,7474,8575,9916,34014,28215,48431,21710,2419,9783,061968111,523
amount 2,8401,3523,2726,1048,67310,68811,56525,16727,60157,03730,45650,10327,1768,728270,762
TAXES, CREDITS, PAYMENTS
Federal income tax before credits
number of returns 166