| 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)
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| Married, Joint: | |||||||||||||||
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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 | 4,589 | 3,836 | 7,452 | 12,318 | 16,381 | 17,878 | 17,850 | 39,352 | 43,489 | 93,070 | 44,189 | 31,727 | 6,728 | 1,734 | 340,593 |
| amount | (359,938) | 10,823 | 57,649 | 156,389 | 287,698 | 402,476 | 491,214 | 1,383,511 | 1,959,126 | 5,724,103 | 3,783,054 | 4,107,715 | 1,943,366 | 2,609,691 | 22,556,878 |
| INCOME | |||||||||||||||
| Wages, salaries, tips, etc. | |||||||||||||||
| number of returns | 2,528 | 1,926 | 4,414 | 7,773 | 10,946 | 13,715 | 14,738 | 34,686 | 40,302 | 87,389 | 41,448 | 29,369 | 5,998 | 1,528 | 296,760 |
| amount | 51,014 | 13,522 | 36,682 | 87,204 | 159,572 | 257,098 | 343,959 | 1,050,701 | 1,602,423 | 4,717,949 | 3,060,800 | 2,967,979 | 1,142,018 | 693,070 | 16,183,993 |
| Taxable interest | |||||||||||||||
| number of returns | 3,668 | 2,555 | 5,005 | 8,481 | 11,349 | 11,622 | 11,168 | 25,127 | 29,135 | 72,039 | 38,900 | 29,756 | 6,587 | 1,723 | 257,115 |
| amount | 23,587 | 3,136 | 7,963 | 17,533 | 28,443 | 28,160 | 25,449 | 51,060 | 49,069 | 124,540 | 88,523 | 119,630 | 72,455 | 170,661 | 810,208 |
| Tax-exempt interest | |||||||||||||||
| number of returns | 169 | 87 | 193 | 384 | 606 | 583 | 572 | 1,376 | 1,407 | 3,975 | 2,978 | 4,090 | 1,981 | 869 | 19,270 |
| amount | 2,470 | 327 | 1,017 | 1,037 | 2,168 | 1,750 | 1,931 | 5,401 | 7,309 | 21,138 | 17,049 | 32,949 | 30,889 | 66,584 | 192,018 |
| Dividend income | |||||||||||||||
| number of returns | 1,534 | 945 | 1,959 | 3,585 | 4,807 | 4,917 | 4,691 | 10,613 | 12,389 | 33,827 | 22,277 | 20,953 | 5,630 | 1,613 | 129,740 |
| amount | 4,567 | 678 | 1,750 | 3,748 | 5,574 | 5,559 | 5,330 | 12,237 | 12,661 | 38,162 | 35,000 | 61,906 | 54,287 | 102,781 | 344,241 |
| State and local income tax refund | |||||||||||||||
| number of returns | 285 | 140 | 235 | 536 | 896 | 1,289 | 1,597 | 5,122 | 8,864 | 32,417 | 21,055 | 15,781 | 3,193 | 995 | 92,405 |
| amount | 1,084 | 85 | 157 | 266 | 392 | 614 | 731 | 2,500 | 4,312 | 16,660 | 12,361 | 14,409 | 8,217 | 10,645 | 72,432 |
| Alimony received | |||||||||||||||
| number of returns | * | * | 4 | 3 | 5 | 5 | 3 | 22 | 25 | 81 | 43 | 39 | 4 | * | 238 |
| amount | * | * | 4 | 12 | 27 | 11 | 3 | 61 | 82 | 338 | 183 | 217 | 11 | * | 963 |
| Capital gain | |||||||||||||||
| number of returns | 1,622 | 660 | 1,381 | 2,543 | 3,393 | 3,647 | 3,415 | 7,335 | 7,842 | 19,634 | 12,101 | 11,126 | 2,979 | 967 | 78,645 |
| amount | 35,239 | 2,792 | 4,139 | 9,377 | 10,788 | 12,151 | 13,325 | 26,955 | 28,086 | 76,374 | 65,720 | 148,850 | 144,910 | 858,173 | 1,436,880 |
| Capital loss | |||||||||||||||
| number of returns | 734 | 407 | 657 | 1,111 | 1,328 | 1,286 | 1,282 | 2,992 | 3,433 | 9,496 | 6,803 | 7,539 | 2,440 | 646 | 40,154 |
| 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 | 1,458 | 329 | 620 | 1,000 | 1,279 | 1,411 | 1,366 | 2,606 | 2,186 | 3,858 | 1,677 | 1,989 | 899 | 424 | 21,102 |
| amount | (13,198) | 570 | 1,512 | 3,968 | 4,068 | 4,595 | 5,031 | 8,968 | 9,520 | 17,677 | 8,855 | 11,187 | 4,137 | (598) | 66,292 |
| Electronically Filed Returns | |||||||||||||||
| number of returns | 761 | 980 | 2,168 | 3,905 | 5,530 | 6,610 | 6,944 | 15,511 | 17,610 | 37,864 | 16,253 | 9,879 | 1,253 | 151 | 125,419 |
| Total pensions and annuities | |||||||||||||||
| number of returns | 392 | 376 | 833 | 1,559 | 2,171 | 2,173 | 1,977 | 4,214 | 4,199 | 10,458 | 5,870 | 4,745 | 901 | 212 | 40,080 |
| amount | 8,202 | 5,787 | 11,542 | 24,099 | 41,170 | 42,484 | 46,248 | 102,376 | 141,008 | 409,821 | 233,992 | 280,865 | 97,402 | 73,553 | 1,518,549 |
| Taxable pensions and annuities | |||||||||||||||
| number of returns | 654 | 739 | 1,968 | 3,791 | 5,414 | 5,029 | 4,305 | 8,243 | 7,781 | 17,952 | 9,463 | 7,152 | 1,312 | 346 | 74,149 |
| amount | 4,672 | 2,045 | 8,127 | 23,366 | 45,704 | 49,793 | 47,210 | 96,509 | 93,669 | 252,164 | 172,839 | 171,303 | 38,760 | 17,297 | 1,023,459 |
| Rents, royalties, partnerships, estates, trusts, etc. | |||||||||||||||
| number of returns | 2,440 | 1,034 | 2,088 | 3,401 | 4,107 | 4,215 | 3,819 | 8,064 | 8,318 | 19,573 | 11,367 | 12,144 | 3,988 | 1,357 | 85,915 |
| amount | (122,833) | (365) | 2,438 | 8,293 | 14,693 | 16,426 | 14,686 | 32,600 | 39,049 | 121,790 | 113,773 | 301,159 | 326,145 | 683,018 | 1,550,872 |
| Unemployment compensation | |||||||||||||||
| number of returns | 70 | 78 | 298 | 565 | 795 | 1,036 | 1,152 | 2,684 | 2,852 | 4,164 | 1,171 | 567 | 46 | 3 | 15,481 |
| amount | 161 | 141 | 664 | 1,420 | 1,872 | 2,527 | 2,730 | 6,162 | 6,434 | 9,430 | 2,814 | 1,628 | 158 | 11 | 36,152 |
| Social security benefits | |||||||||||||||
| number of returns | 704 | 853 | 1,596 | 2,534 | 3,080 | 3,691 | 4,600 | 8,710 | 6,150 | 11,909 | 5,512 | 4,288 | 1,037 | 315 | 54,979 |
| amount | 9,979 | 12,609 | 24,446 | 40,463 | 50,402 | 62,485 | 75,944 | 133,871 | 91,321 | 182,082 | 97,403 | 83,347 | 23,127 | 7,433 | 894,914 |
| Taxable social security benefits | |||||||||||||||
| number of returns | * | * | 8 | 25 | 145 | 1,820 | 4,214 | 8,698 | 6,152 | 11,910 | 5,515 | 4,287 | 1,037 | 315 | 44,130 |
| amount | * | * | 17 | 140 | 224 | 1,459 | 6,674 | 31,758 | 42,523 | 142,289 | 82,750 | 70,825 | 19,658 | 6,318 | 404,667 |
| Other income | |||||||||||||||
| number of returns | 2,644 | 523 | 743 | 1,014 | 1,287 | 1,338 | 1,365 | 2,866 | 3,077 | 7,665 | 4,640 | 4,438 | 1,530 | 567 | 33,697 |
| amount | (211,838) | (3,494) | (2,841) | (1,812) | (413) | 78 | 1,201 | 3,475 | 4,519 | 17,166 | 15,736 | 26,160 | 25,067 | 22,145 | (104,851) |
| Total income | |||||||||||||||
| number of returns | 4,538 | 3,835 | 7,451 | 12,318 | 16,379 | 17,878 | 17,849 | 39,351 | 43,488 | 93,069 | 44,189 | 31,725 | 6,727 | 1,733 | 340,530 |
| amount | (357,291) | 12,224 | 60,885 | 162,440 | 296,252 | 413,108 | 502,621 | 1,407,988 | 1,986,014 | 5,779,180 | 3,812,576 | 4,156,306 | 1,970,606 | 2,615,375 | 22,818,284 |
| Total IRA distribution | |||||||||||||||
| number of returns | 41 | 54 | 94 | 226 | 247 | 257 | 260 | 562 | 659 | 1,679 | 893 | 818 | 140 | 34 | 5,964 |
| amount | 797 | 955 | 1,319 | 4,016 | 4,047 | 4,657 | 5,039 | 7,365 | 12,725 | 31,866 | 23,424 | 34,554 | 8,940 | 6,808 | 146,512 |
| Taxable IRA distribution | |||||||||||||||
| number of returns | 285 | 410 | 1,204 | 2,419 | 3,251 | 2,840 | 2,422 | 4,553 | 4,121 | 9,781 | 5,405 | 4,199 | 748 | 165 | 41,803 |
| amount | 2,946 | 1,168 | 4,159 | 10,205 | 16,911 | 15,811 | 14,949 | 28,732 | 28,523 | 82,849 | 60,861 | 84,781 | 34,593 | 11,290 | 397,777 |
| ADJUSTMENTS TO INCOME | |||||||||||||||
| Retirement Plans (Self-Employed SEP, SIMPLE, Qualified Plans) | |||||||||||||||
| number of returns | 10 | 9 | 15 | 24 | 43 | 83 | 117 | 302 | 375 | 1,236 | 1,012 | 1,665 | 724 | 184 | 5,799 |
| amount | 24 | 15 | 39 | 54 | 93 | 214 | 325 | 887 | 1,210 | 5,348 | 5,529 | 15,662 | 12,613 | 3,501 | 45,514 |
| Student loan interest deduction | |||||||||||||||
| number of returns | 143 | 64 | 140 | 280 | 474 | 779 | 1,073 | 3,201 | 4,603 | 11,099 | 0 | 0 | 0 | 0 | 21,856 |
| amount | 88 | 31 | 70 | 140 | 241 | 395 | 608 | 1,878 | 3,133 | 6,347 | 0 | 0 | 0 | 0 | 12,930 |
| Penalty on early withdrawal of savings | |||||||||||||||
| number of returns | 77 | 56 | 96 | 149 | 210 | 204 | 193 | 365 | 420 | 856 | 366 | 263 | 50 | 12 | 3,317 |
| amount | 15 | 6 | 13 | 41 | 24 | 26 | 28 | 51 | 56 | 139 | 56 | 98 | 14 | 9 | 577 |
| Alimony paid | |||||||||||||||
| number of returns | 8 | 3 | 9 | 15 | 8 | 21 | 28 | 66 | 87 | 310 | 228 | 283 | 77 | 20 | 1,163 |
| amount | 182 | 20 | 32 | 83 | 27 | 97 | 158 | 360 | 442 | 1,678 | 1,481 | 2,905 | 1,519 | 833 | 9,817 |
| Self-employed health insurance deductions | |||||||||||||||
| number of returns | 575 | 418 | 878 | 1,347 | 1,832 | 1,916 | 1,733 | 3,173 | 2,572 | 4,514 | 2,181 | 2,927 | 1,285 | 452 | 25,803 |
| amount | 1,446 | 887 | 1,960 | 2,959 | 4,055 | 4,340 | 3,870 | 6,814 | 5,698 | 10,688 | 5,599 | 8,682 | 4,538 | 1,728 | 63,265 |
| IRA deduction | |||||||||||||||
| number of returns | 58 | 43 | 99 | 255 | 581 | 804 | 1,014 | 2,455 | 3,101 | 5,732 | 2,582 | 2,239 | 358 | 77 | 19,398 |
| amount | 141 | 71 | 187 | 580 | 1,375 | 1,982 | 2,521 | 6,136 | 7,474 | 12,104 | 6,125 | 5,950 | 1,285 | 277 | 46,207 |
| Moving expenses | |||||||||||||||
| number of returns | 15 | 4 | 16 | 38 | 74 | 120 | 169 | 359 | 436 | 830 | 446 | 453 | 66 | 7 | 3,033 |
| amount | 22 | 8 | 34 | 54 | 105 | 138 | 224 | 455 | 592 | 1,313 | 1,041 | 1,359 | 267 | 54 | 5,667 |
| Medical savings account | |||||||||||||||
| number of returns | 13 | * | * | 10 | 21 | 21 | 27 | 61 | 72 | 160 | 99 | 129 | 46 | 11 | 678 |
| amount | 15 | * | * | 14 | 30 | 33 | 47 | 104 | 134 | 301 | 212 | 299 | 114 | 35 | 1,350 |
| Total adjustments | |||||||||||||||
| number of returns | 1,757 | 1,204 | 2,396 | 3,747 | 4,857 | 5,991 | 6,340 | 14,282 | 15,484 | 31,217 | 10,241 | 9,978 | 3,061 | 968 | 111,523 |
| amount | 2,840 | 1,352 | 3,272 | 6,104 | 8,673 | 10,688 | 11,565 | 25,167 | 27,601 | 57,037 | 30,456 | 50,103 | 27,176 | 8,728 | 270,762 |
| TAXES, CREDITS, PAYMENTS | |||||||||||||||
| Federal income tax before credits | |||||||||||||||
| number of returns | 16 | 6 | |||||||||||||