TABLE: B4
Individual Income Tax Data by Size of Adjusted Gross Income for Tax Year 2001
(Money amounts are in thousands of dollars, except where indicated)

All Returns:
 

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 10,58082,77078,62970,19469,04264,61654,58483,80466,447112,49348,73734,7437,5091,952786,100
amount (548,866)224,015583,432876,1171,207,4381,450,7751,497,0972,913,6312,979,0286,876,3164,170,0344,506,0212,172,7252,947,64331,855,404
INCOME
Wages, salaries, tips, etc.
number of returns 3,95069,70064,89354,84856,35555,96648,12974,72759,917102,79044,75131,3476,4981,658675,529
amount 63,329197,880455,952640,713917,3281,168,9171,218,7092,353,5212,397,8895,510,8813,284,7543,145,5391,228,099753,39223,336,903
Taxable interest
number of returns 7,01232,13032,07530,48230,58328,97526,84148,50044,42387,20242,84332,5377,3371,941452,881
amount 31,60515,05937,04563,41671,76260,72456,309100,93696,005197,478118,372153,61288,845200,3011,291,470
Tax-exempt interest
number of returns 3456721,0361,3881,6201,4721,4492,8582,9396,1893,8044,8782,27598331,908
amount 3,3261,8983,0194,2715,9825,9046,19814,70316,59438,19226,53046,01437,37475,387285,393
Dividend income
number of returns 3,64813,13211,66811,94012,01811,17910,53420,27619,77342,46424,92823,0366,2741,807212,677
amount 6,1826,08210,69815,09217,04614,82314,17827,10227,89263,75048,88382,17868,486123,165525,557
State and local income tax refund
number of returns 4165149831,8292,6693,8355,15313,66916,11740,32923,09917,1183,5771,110130,418
amount 1,4752154217591,0031,5102,1876,3748,16321,57714,03916,2479,45512,33495,760
Alimony received
number of returns 166719232434340635954932229210470**3,054
amount 1241997951,6161,8552,1282,0013,8003,1303,8171,8821,409**22,902
Capital gain
number of returns 2,4658,5297,5927,6197,7667,4156,83312,74412,01924,59413,65812,4543,3801,115128,183
amount 46,5207,43912,33718,69019,88020,70921,80941,39643,838106,85787,105191,380183,9161,039,8061,841,684
Capital loss
number of returns 2,8893,1832,9483,1673,0592,8882,7665,5815,42111,9187,6958,2532,67470263,144
amount (6,485)(5,045)(5,232)(5,823)(5,600)(5,255)(4,999)(9,944)(9,771)(21,752)(15,043)(17,793)(6,644)(1,944)(121,329)
Other Gains or Losses
number of returns 2,2236931,2491,5371,7911,7951,6843,1162,5514,2911,8542,22399846926,474
amount (12,176)7432,9135,1285,0765,1975,91510,36610,72919,82310,35313,1875,189(136)82,308
Electronically Filed Returns
number of returns 1,91627,70334,65632,49732,65330,96025,18836,64327,65145,24417,65610,5661,346162324,841
Total pensions and annuities
number of returns 6051,1652,6854,1084,5034,1353,7686,9276,31612,9146,5695,23199723960,162
amount 11,10715,86133,81460,98078,09877,13481,462164,207204,026509,737271,162322,731107,15176,7942,014,264
Taxable pensions and annuities
number of returns 1,0102,6957,51011,37511,92010,0858,53614,27612,05922,67610,7447,9691,467401122,723
amount 6,1326,28630,84768,09992,24289,66184,296159,356150,944336,291203,840197,21344,94019,2561,489,403
Rents, royalties, partnerships, estates, trusts, etc.
number of returns 4,0883,2616,2507,7707,9337,3316,58112,47011,69323,82112,80113,5084,4501,521123,478
amount (203,432)46612,57924,25831,07929,92427,21353,67262,112165,849136,315349,336371,028729,1091,789,508
Unemployment compensation
number of returns 1101,0863,0244,0193,8233,4162,7594,1583,4254,4681,21659750332,154
amount 2661,5326,1619,2688,5637,8176,2569,5347,71810,1522,9491,7071671172,100
Social security benefits
number of returns 1,3413,0615,3146,6476,6227,7978,22313,3159,81516,3116,7815,2441,30240692,179
amount 16,44131,65460,36182,01789,675107,493114,641182,613131,998237,068114,13997,27427,5068,9611,301,842
Taxable social security benefits
number of returns 1242891921,3125,6047,82713,3069,81716,3136,7835,2441,30240668,249
amount 731543257031,7526,89717,21356,54074,505188,72496,96982,67123,3807,617557,524
Other income
number of returns 4,6032,4992,6382,5402,6162,6332,5734,7274,3919,1785,1104,8781,68462150,691
amount (310,153)(4,116)(1,907)(220)1,6822,6013,6747,5528,28424,08420,05530,43930,57811,376(176,071)
Total income
number of returns 9,88882,76778,62770,18869,04064,61654,58283,80166,445112,48948,73434,7417,5061,951785,375
amount (543,160)227,491591,117888,0811,222,4121,468,3861,515,0452,948,3023,011,2976,939,5624,203,2034,561,7512,203,1422,952,41732,189,046
Total IRA distribution
number of returns 761943124875315275369779441,980998900159368,657
amount 1,2981,6323,8637,5737,4047,9547,71814,52618,05738,10027,24638,89410,1357,518191,917
Taxable IRA distribution
number of returns 4641,2263,6365,7056,1294,9994,4117,3636,36312,5416,2684,76687620364,950
amount 4,3082,83111,27222,17129,11726,18925,10745,66945,511111,48075,615100,84541,46312,801554,380
ADJUSTMENTS TO INCOME
Retirement Plans (Self-Employed SEP, SIMPLE, Qualified Plans)
number of returns 132050851141591854554761,4191,1091,8247691886,866
amount 40431191712664295541,4841,6356,4316,33317,73913,6863,53952,470
Student loan interest deduction
number of returns 2233881,2022,2313,3294,0724,0527,0576,24011,473000040,267
amount 1351514479141,5152,2812,5784,8124,0556,423000023,309
Penalty on early withdrawal of savings
number of returns 12236750654449240938662056998141128955135,764
amount 2943771126168529794184721041591,018
Alimony paid
number of returns 5635667686132177394391826404470144373,294
amount 6642103033764396097701,6501,7504,9332,9985,6793,4491,56325,391
Self-employed health insurance deductions
number of returns 8421,0412,1312,6112,8432,6742,3343,9703,0705,1412,4423,2661,42249034,277
amount 2,0181,5713,4084,5085,2975,3054,6317,8756,40811,6326,0219,2894,8441,81274,618
IRA deduction
number of returns 882434949671,5171,9082,1114,0143,6766,1662,7292,3773928826,770
amount 1833327711,6962,8143,6494,2098,3018,29712,9156,4136,2141,35229957,444
Moving expenses
number of returns 33311282513724044167256341,0595205007585,156
amount 44401482823894474639239061,7161,1611,453283688,322
Medical savings account
number of returns 164152038344381861781111385311828
amount 1831818404758122147320226312127351,491
Total adjustments
number of returns 2,6636,2919,70710,79111,76712,65712,31122,37119,36034,11011,12810,8913,3661,067168,480
amount 4,5423,5828,36412,67715,61017,98918,42235,87733,51965,70034,59157,36131,1489,745349,128
TAXES, CREDITS, PAYMENTS
Federal income tax before credits
number of returns