| TABLE: B3 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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| Head of Household: | |||||||||||||||
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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 | 270 | 4,358 | 8,282 | 10,576 | 11,453 | 11,126 | 7,953 | 8,726 | 4,400 | 3,562 | 769 | 462 | 91 | 21 | 72,049 |
| amount | (8,929) | 12,958 | 63,398 | 132,549 | 200,870 | 249,433 | 217,142 | 300,441 | 195,603 | 210,603 | 64,854 | 60,195 | 26,738 | 22,635 | 1,748,491 |
| INCOME | |||||||||||||||
| Wages, salaries, tips, etc. | |||||||||||||||
| number of returns | 106 | 4,004 | 7,520 | 9,790 | 11,025 | 10,894 | 7,809 | 8,539 | 4,250 | 3,390 | 727 | 400 | 74 | 18 | 68,546 |
| amount | 1,791 | 11,622 | 53,117 | 115,453 | 187,342 | 237,535 | 205,846 | 281,071 | 176,069 | 181,049 | 51,811 | 39,231 | 14,731 | 11,683 | 1,568,351 |
| Taxable interest | |||||||||||||||
| number of returns | 133 | 346 | 841 | 1,503 | 2,047 | 2,359 | 2,285 | 3,505 | 2,403 | 2,366 | 606 | 406 | 86 | 21 | 18,907 |
| amount | 296 | 160 | 456 | 1,092 | 1,332 | 1,152 | 1,109 | 1,976 | 2,349 | 2,930 | 926 | 1,614 | 732 | 1,164 | 17,290 |
| Tax-exempt interest | |||||||||||||||
| number of returns | 9 | 9 | 17 | 24 | 31 | 29 | 26 | 63 | 66 | 103 | 39 | 40 | 19 | 10 | 485 |
| amount | 77 | 20 | 39 | 34 | 67 | 409 | 58 | 209 | 203 | 478 | 293 | 255 | 298 | 140 | 2,580 |
| Dividend income | |||||||||||||||
| number of returns | 73 | 116 | 258 | 444 | 505 | 605 | 635 | 1,206 | 967 | 1,102 | 356 | 277 | 70 | 18 | 6,632 |
| amount | 160 | 71 | 279 | 379 | 451 | 426 | 429 | 1,049 | 936 | 1,388 | 945 | 857 | 942 | 207 | 8,521 |
| State and local income tax refund | |||||||||||||||
| number of returns | 18 | 13 | 62 | 126 | 233 | 496 | 738 | 1,811 | 1,649 | 1,777 | 433 | 222 | 50 | 15 | 7,643 |
| amount | 13 | 7 | 24 | 49 | 84 | 190 | 302 | 950 | 1,039 | 1,261 | 374 | 272 | 137 | 87 | 4,789 |
| Alimony received | |||||||||||||||
| number of returns | * | * | 71 | 140 | 171 | 194 | 172 | 264 | 150 | 104 | 29 | 17 | 3 | 0 | 1,337 |
| amount | * | * | 212 | 567 | 721 | 938 | 826 | 1,788 | 1,394 | 1,859 | 834 | 754 | 73 | 0 | 10,026 |
| Capital gain | |||||||||||||||
| number of returns | 56 | 50 | 133 | 280 | 285 | 324 | 362 | 636 | 505 | 614 | 191 | 179 | 41 | 11 | 3,667 |
| amount | 412 | 53 | 132 | 406 | 364 | 548 | 583 | 1,234 | 1,268 | 1,966 | 1,754 | 3,961 | 2,507 | 3,503 | 18,690 |
| Capital loss | |||||||||||||||
| number of returns | 52 | 58 | 75 | 150 | 148 | 156 | 181 | 302 | 251 | 301 | 130 | 90 | 26 | 7 | 1,927 |
| amount | (201) | (116) | (135) | (249) | (240) | (245) | (292) | (485) | (416) | (522) | (266) | (190) | (68) | (18) | (3,443) |
| Other Gains or Losses | |||||||||||||||
| number of returns | 51 | 21 | 38 | 53 | 50 | 41 | 29 | 62 | 40 | 53 | 11 | 28 | 8 | 3 | 488 |
| amount | 9 | 11 | 5 | 138 | 107 | 80 | 68 | (24) | 165 | 179 | 22 | 300 | 74 | (23) | 1,111 |
| Electronically Filed Returns | |||||||||||||||
| number of returns | 51 | 3,031 | 6,201 | 7,854 | 8,236 | 7,552 | 5,037 | 5,139 | 2,414 | 1,850 | 349 | 146 | * | * | 47,882 |
| Total pensions and annuities | |||||||||||||||
| number of returns | 14 | 19 | 71 | 168 | 242 | 209 | 215 | 334 | 255 | 270 | 82 | 51 | * | * | 1,943 |
| amount | 189 | 166 | 1,016 | 1,526 | 3,846 | 2,390 | 2,675 | 6,541 | 7,714 | 10,110 | 5,759 | 5,643 | * | * | 49,556 |
| Taxable pensions and annuities | |||||||||||||||
| number of returns | 20 | 93 | 304 | 639 | 702 | 637 | 583 | 823 | 582 | 557 | 134 | 75 | 12 | 4 | 5,165 |
| amount | 115 | 116 | 824 | 2,517 | 2,949 | 2,815 | 3,356 | 5,662 | 5,306 | 8,271 | 3,105 | 2,998 | 751 | 20 | 38,805 |
| Rents, royalties, partnerships, estates, trusts, etc. | |||||||||||||||
| number of returns | 108 | 76 | 182 | 249 | 313 | 291 | 303 | 453 | 357 | 475 | 161 | 161 | 43 | 17 | 3,189 |
| amount | (2,951) | 8 | 4 | 397 | 424 | 463 | 665 | 1,101 | 1,665 | 3,839 | 1,635 | 6,144 | 5,452 | 5,084 | 23,929 |
| Unemployment compensation | |||||||||||||||
| number of returns | 5 | 276 | 992 | 1,241 | 938 | 609 | 371 | 297 | 112 | 61 | 11 | * | * | 0 | 4,916 |
| amount | 24 | 347 | 1,961 | 3,000 | 2,079 | 1,431 | 843 | 695 | 258 | 139 | 27 | * | * | 0 | 10,811 |
| Social security benefits | |||||||||||||||
| number of returns | 16 | 105 | 136 | 176 | 138 | 153 | 186 | 171 | 146 | 143 | 39 | 25 | * | * | 1,441 |
| amount | 130 | 801 | 1,241 | 1,635 | 1,237 | 1,485 | 1,435 | 1,404 | 1,437 | 1,670 | 446 | 349 | * | * | 13,355 |
| Taxable social security benefits | |||||||||||||||
| number of returns | * | 0 | 0 | * | 25 | 129 | 186 | 171 | 146 | 143 | 39 | 25 | 6 | * | 873 |
| amount | * | 0 | 0 | * | 17 | 153 | 369 | 713 | 1,136 | 1,409 | 379 | 296 | 69 | * | 4,554 |
| Other income | |||||||||||||||
| number of returns | 107 | 117 | 221 | 262 | 263 | 279 | 267 | 380 | 244 | 282 | 77 | 66 | 14 | 5 | 2,584 |
| amount | (4,943) | 26 | 301 | 470 | 517 | 539 | 613 | 1,063 | 740 | 1,491 | 753 | 59 | 677 | 88 | 2,394 |
| Total income | |||||||||||||||
| number of returns | 256 | 4,358 | 8,282 | 10,576 | 11,453 | 11,126 | 7,953 | 8,726 | 4,400 | 3,562 | 768 | 462 | 91 | 21 | 72,034 |
| amount | (8,079) | 13,124 | 64,034 | 133,564 | 201,803 | 250,317 | 218,038 | 301,908 | 196,619 | 212,213 | 65,381 | 61,587 | 27,427 | 22,822 | 1,760,756 |
| Total IRA distribution | |||||||||||||||
| number of returns | * | * | 14 | 20 | 35 | 37 | 38 | 52 | 23 | 43 | 18 | 10 | 0 | 0 | 302 |
| amount | * | * | 59 | 293 | 643 | 334 | 428 | 474 | 342 | 1,086 | 386 | 1,141 | 0 | 0 | 5,463 |
| Taxable IRA distribution | |||||||||||||||
| number of returns | * | 30 | 89 | 181 | 222 | 187 | 197 | 298 | 221 | 262 | 88 | 37 | 9 | * | 1,837 |
| amount | * | 64 | 283 | 590 | 807 | 813 | 912 | 1,756 | 2,315 | 3,186 | 1,804 | 1,269 | 490 | * | 14,505 |
| ADJUSTMENTS TO INCOME | |||||||||||||||
| Retirement Plans (Self-Employed SEP, SIMPLE, Qualified Plans) | |||||||||||||||
| number of returns | * | * | 4 | 4 | 6 | 9 | 10 | 17 | 12 | 23 | 12 | 28 | 7 | 0 | 135 |
| amount | * | * | 2 | 11 | 10 | 24 | 23 | 74 | 32 | 173 | 76 | 323 | 161 | 0 | 911 |
| Student loan interest deduction | |||||||||||||||
| number of returns | 9 | 36 | 147 | 255 | 420 | 520 | 450 | 619 | 333 | 94 | 0 | 0 | 0 | 0 | 2,883 |
| amount | 4 | 12 | 46 | 88 | 163 | 254 | 230 | 413 | 149 | 13 | 0 | 0 | 0 | 0 | 1,373 |
| Penalty on early withdrawal of savings | |||||||||||||||
| number of returns | * | 6 | 19 | 34 | 27 | 36 | 25 | 42 | 30 | 15 | 4 | * | 0 | 0 | 243 |
| amount | * | 2 | 4 | 3 | 2 | 3 | 3 | 10 | 17 | 5 | 0 | * | 0 | 0 | 51 |
| Alimony paid | |||||||||||||||
| number of returns | 6 | 5 | 3 | 8 | 13 | 13 | 29 | 63 | 94 | 154 | 48 | 55 | 13 | 3 | 507 |
| amount | 49 | 44 | 7 | 36 | 90 | 30 | 86 | 222 | 358 | 810 | 297 | 617 | 382 | 156 | 3,186 |
| Self-employed health insurance deductions | |||||||||||||||
| number of returns | 28 | 27 | 129 | 202 | 125 | 103 | 90 | 119 | 73 | 79 | 31 | 62 | 19 | 4 | 1,091 |
| amount | 44 | 40 | 175 | 286 | 177 | 145 | 125 | 185 | 125 | 136 | 73 | 131 | 55 | 16 | 1,712 |
| IRA deduction | |||||||||||||||
| number of returns | * | * | 20 | 58 | 111 | 139 | 149 | 203 | 93 | 66 | 24 | 24 | 5 | 0 | 902 |
| amount | * | * | 21 | 68 | 128 | 165 | 200 | 261 | 124 | 117 | 46 | 47 | 10 | 0 | 1,198 |
| Moving expenses | |||||||||||||||
| number of returns | * | 6 | 6 | 32 | 45 | 51 | 44 | 51 | 30 | 35 | 14 | 12 | * | 0 | 331 |
| amount | * | 9 | 7 | 60 | 48 | 58 | 44 | 75 | 38 | 67 | 31 | 36 | * | 0 | 480 |
| Medical savings account | |||||||||||||||
| number of returns | 3 | * | 0 | 0 | 3 | 3 | * | * | * | * | * | 0 | 0 | 0 | 17 |
| amount | 2 | * | 0 | 0 | 2 | 5 | * | * | * | * | * | 0 | 0 | 0 | 20 |
| Total adjustments | |||||||||||||||
| number of returns | 104 | 474 | 1,342 | 1,440 | 1,161 | 1,121 | 973 | 1,320 | 743 | 568 | 150 | 181 | 35 | 9 | 9,621 |
| amount | 144 | 205 | 792 | 1,269 | 1,046 | 1,006 | 946 | 1,581 | 1,119 | 1,672 | 627 | 1,410 | 681 | 186 | 12,684 |
| TAXES, CREDITS, PAYMENTS | |||||||||||||||
| Federal income tax before credits | |||||||||||||||
| number of returns | 6 | * | * | 3,370 | 10,165 | 10,951 | 7,927 | 8,708 | 4,393 | 3,557 | 766 | 460 | 91 | 21 | |