| 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)
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| All Returns: | |||||||||||||||
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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 | 10,580 | 82,770 | 78,629 | 70,194 | 69,042 | 64,616 | 54,584 | 83,804 | 66,447 | 112,493 | 48,737 | 34,743 | 7,509 | 1,952 | 786,100 |
| amount | (548,866) | 224,015 | 583,432 | 876,117 | 1,207,438 | 1,450,775 | 1,497,097 | 2,913,631 | 2,979,028 | 6,876,316 | 4,170,034 | 4,506,021 | 2,172,725 | 2,947,643 | 31,855,404 |
| INCOME | |||||||||||||||
| Wages, salaries, tips, etc. | |||||||||||||||
| number of returns | 3,950 | 69,700 | 64,893 | 54,848 | 56,355 | 55,966 | 48,129 | 74,727 | 59,917 | 102,790 | 44,751 | 31,347 | 6,498 | 1,658 | 675,529 |
| amount | 63,329 | 197,880 | 455,952 | 640,713 | 917,328 | 1,168,917 | 1,218,709 | 2,353,521 | 2,397,889 | 5,510,881 | 3,284,754 | 3,145,539 | 1,228,099 | 753,392 | 23,336,903 |
| Taxable interest | |||||||||||||||
| number of returns | 7,012 | 32,130 | 32,075 | 30,482 | 30,583 | 28,975 | 26,841 | 48,500 | 44,423 | 87,202 | 42,843 | 32,537 | 7,337 | 1,941 | 452,881 |
| amount | 31,605 | 15,059 | 37,045 | 63,416 | 71,762 | 60,724 | 56,309 | 100,936 | 96,005 | 197,478 | 118,372 | 153,612 | 88,845 | 200,301 | 1,291,470 |
| Tax-exempt interest | |||||||||||||||
| number of returns | 345 | 672 | 1,036 | 1,388 | 1,620 | 1,472 | 1,449 | 2,858 | 2,939 | 6,189 | 3,804 | 4,878 | 2,275 | 983 | 31,908 |
| amount | 3,326 | 1,898 | 3,019 | 4,271 | 5,982 | 5,904 | 6,198 | 14,703 | 16,594 | 38,192 | 26,530 | 46,014 | 37,374 | 75,387 | 285,393 |
| Dividend income | |||||||||||||||
| number of returns | 3,648 | 13,132 | 11,668 | 11,940 | 12,018 | 11,179 | 10,534 | 20,276 | 19,773 | 42,464 | 24,928 | 23,036 | 6,274 | 1,807 | 212,677 |
| amount | 6,182 | 6,082 | 10,698 | 15,092 | 17,046 | 14,823 | 14,178 | 27,102 | 27,892 | 63,750 | 48,883 | 82,178 | 68,486 | 123,165 | 525,557 |
| State and local income tax refund | |||||||||||||||
| number of returns | 416 | 514 | 983 | 1,829 | 2,669 | 3,835 | 5,153 | 13,669 | 16,117 | 40,329 | 23,099 | 17,118 | 3,577 | 1,110 | 130,418 |
| amount | 1,475 | 215 | 421 | 759 | 1,003 | 1,510 | 2,187 | 6,374 | 8,163 | 21,577 | 14,039 | 16,247 | 9,455 | 12,334 | 95,760 |
| Alimony received | |||||||||||||||
| number of returns | 16 | 67 | 192 | 324 | 343 | 406 | 359 | 549 | 322 | 292 | 104 | 70 | * | * | 3,054 |
| amount | 124 | 199 | 795 | 1,616 | 1,855 | 2,128 | 2,001 | 3,800 | 3,130 | 3,817 | 1,882 | 1,409 | * | * | 22,902 |
| Capital gain | |||||||||||||||
| number of returns | 2,465 | 8,529 | 7,592 | 7,619 | 7,766 | 7,415 | 6,833 | 12,744 | 12,019 | 24,594 | 13,658 | 12,454 | 3,380 | 1,115 | 128,183 |
| amount | 46,520 | 7,439 | 12,337 | 18,690 | 19,880 | 20,709 | 21,809 | 41,396 | 43,838 | 106,857 | 87,105 | 191,380 | 183,916 | 1,039,806 | 1,841,684 |
| Capital loss | |||||||||||||||
| number of returns | 2,889 | 3,183 | 2,948 | 3,167 | 3,059 | 2,888 | 2,766 | 5,581 | 5,421 | 11,918 | 7,695 | 8,253 | 2,674 | 702 | 63,144 |
| 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 | 2,223 | 693 | 1,249 | 1,537 | 1,791 | 1,795 | 1,684 | 3,116 | 2,551 | 4,291 | 1,854 | 2,223 | 998 | 469 | 26,474 |
| amount | (12,176) | 743 | 2,913 | 5,128 | 5,076 | 5,197 | 5,915 | 10,366 | 10,729 | 19,823 | 10,353 | 13,187 | 5,189 | (136) | 82,308 |
| Electronically Filed Returns | |||||||||||||||
| number of returns | 1,916 | 27,703 | 34,656 | 32,497 | 32,653 | 30,960 | 25,188 | 36,643 | 27,651 | 45,244 | 17,656 | 10,566 | 1,346 | 162 | 324,841 |
| Total pensions and annuities | |||||||||||||||
| number of returns | 605 | 1,165 | 2,685 | 4,108 | 4,503 | 4,135 | 3,768 | 6,927 | 6,316 | 12,914 | 6,569 | 5,231 | 997 | 239 | 60,162 |
| amount | 11,107 | 15,861 | 33,814 | 60,980 | 78,098 | 77,134 | 81,462 | 164,207 | 204,026 | 509,737 | 271,162 | 322,731 | 107,151 | 76,794 | 2,014,264 |
| Taxable pensions and annuities | |||||||||||||||
| number of returns | 1,010 | 2,695 | 7,510 | 11,375 | 11,920 | 10,085 | 8,536 | 14,276 | 12,059 | 22,676 | 10,744 | 7,969 | 1,467 | 401 | 122,723 |
| amount | 6,132 | 6,286 | 30,847 | 68,099 | 92,242 | 89,661 | 84,296 | 159,356 | 150,944 | 336,291 | 203,840 | 197,213 | 44,940 | 19,256 | 1,489,403 |
| Rents, royalties, partnerships, estates, trusts, etc. | |||||||||||||||
| number of returns | 4,088 | 3,261 | 6,250 | 7,770 | 7,933 | 7,331 | 6,581 | 12,470 | 11,693 | 23,821 | 12,801 | 13,508 | 4,450 | 1,521 | 123,478 |
| amount | (203,432) | 466 | 12,579 | 24,258 | 31,079 | 29,924 | 27,213 | 53,672 | 62,112 | 165,849 | 136,315 | 349,336 | 371,028 | 729,109 | 1,789,508 |
| Unemployment compensation | |||||||||||||||
| number of returns | 110 | 1,086 | 3,024 | 4,019 | 3,823 | 3,416 | 2,759 | 4,158 | 3,425 | 4,468 | 1,216 | 597 | 50 | 3 | 32,154 |
| amount | 266 | 1,532 | 6,161 | 9,268 | 8,563 | 7,817 | 6,256 | 9,534 | 7,718 | 10,152 | 2,949 | 1,707 | 167 | 11 | 72,100 |
| Social security benefits | |||||||||||||||
| number of returns | 1,341 | 3,061 | 5,314 | 6,647 | 6,622 | 7,797 | 8,223 | 13,315 | 9,815 | 16,311 | 6,781 | 5,244 | 1,302 | 406 | 92,179 |
| amount | 16,441 | 31,654 | 60,361 | 82,017 | 89,675 | 107,493 | 114,641 | 182,613 | 131,998 | 237,068 | 114,139 | 97,274 | 27,506 | 8,961 | 1,301,842 |
| Taxable social security benefits | |||||||||||||||
| number of returns | 12 | 42 | 89 | 192 | 1,312 | 5,604 | 7,827 | 13,306 | 9,817 | 16,313 | 6,783 | 5,244 | 1,302 | 406 | 68,249 |
| amount | 73 | 154 | 325 | 703 | 1,752 | 6,897 | 17,213 | 56,540 | 74,505 | 188,724 | 96,969 | 82,671 | 23,380 | 7,617 | 557,524 |
| Other income | |||||||||||||||
| number of returns | 4,603 | 2,499 | 2,638 | 2,540 | 2,616 | 2,633 | 2,573 | 4,727 | 4,391 | 9,178 | 5,110 | 4,878 | 1,684 | 621 | 50,691 |
| amount | (310,153) | (4,116) | (1,907) | (220) | 1,682 | 2,601 | 3,674 | 7,552 | 8,284 | 24,084 | 20,055 | 30,439 | 30,578 | 11,376 | (176,071) |
| Total income | |||||||||||||||
| number of returns | 9,888 | 82,767 | 78,627 | 70,188 | 69,040 | 64,616 | 54,582 | 83,801 | 66,445 | 112,489 | 48,734 | 34,741 | 7,506 | 1,951 | 785,375 |
| amount | (543,160) | 227,491 | 591,117 | 888,081 | 1,222,412 | 1,468,386 | 1,515,045 | 2,948,302 | 3,011,297 | 6,939,562 | 4,203,203 | 4,561,751 | 2,203,142 | 2,952,417 | 32,189,046 |
| Total IRA distribution | |||||||||||||||
| number of returns | 76 | 194 | 312 | 487 | 531 | 527 | 536 | 977 | 944 | 1,980 | 998 | 900 | 159 | 36 | 8,657 |
| amount | 1,298 | 1,632 | 3,863 | 7,573 | 7,404 | 7,954 | 7,718 | 14,526 | 18,057 | 38,100 | 27,246 | 38,894 | 10,135 | 7,518 | 191,917 |
| Taxable IRA distribution | |||||||||||||||
| number of returns | 464 | 1,226 | 3,636 | 5,705 | 6,129 | 4,999 | 4,411 | 7,363 | 6,363 | 12,541 | 6,268 | 4,766 | 876 | 203 | 64,950 |
| amount | 4,308 | 2,831 | 11,272 | 22,171 | 29,117 | 26,189 | 25,107 | 45,669 | 45,511 | 111,480 | 75,615 | 100,845 | 41,463 | 12,801 | 554,380 |
| ADJUSTMENTS TO INCOME | |||||||||||||||
| Retirement Plans (Self-Employed SEP, SIMPLE, Qualified Plans) | |||||||||||||||
| number of returns | 13 | 20 | 50 | 85 | 114 | 159 | 185 | 455 | 476 | 1,419 | 1,109 | 1,824 | 769 | 188 | 6,866 |
| amount | 40 | 43 | 119 | 171 | 266 | 429 | 554 | 1,484 | 1,635 | 6,431 | 6,333 | 17,739 | 13,686 | 3,539 | 52,470 |
| Student loan interest deduction | |||||||||||||||
| number of returns | 223 | 388 | 1,202 | 2,231 | 3,329 | 4,072 | 4,052 | 7,057 | 6,240 | 11,473 | 0 | 0 | 0 | 0 | 40,267 |
| amount | 135 | 151 | 447 | 914 | 1,515 | 2,281 | 2,578 | 4,812 | 4,055 | 6,423 | 0 | 0 | 0 | 0 | 23,309 |
| Penalty on early withdrawal of savings | |||||||||||||||
| number of returns | 122 | 367 | 506 | 544 | 492 | 409 | 386 | 620 | 569 | 981 | 411 | 289 | 55 | 13 | 5,764 |
| amount | 29 | 43 | 77 | 112 | 61 | 68 | 52 | 97 | 94 | 184 | 72 | 104 | 15 | 9 | 1,018 |
| Alimony paid | |||||||||||||||
| number of returns | 56 | 35 | 66 | 76 | 86 | 132 | 177 | 394 | 391 | 826 | 404 | 470 | 144 | 37 | 3,294 |
| amount | 664 | 210 | 303 | 376 | 439 | 609 | 770 | 1,650 | 1,750 | 4,933 | 2,998 | 5,679 | 3,449 | 1,563 | 25,391 |
| Self-employed health insurance deductions | |||||||||||||||
| number of returns | 842 | 1,041 | 2,131 | 2,611 | 2,843 | 2,674 | 2,334 | 3,970 | 3,070 | 5,141 | 2,442 | 3,266 | 1,422 | 490 | 34,277 |
| amount | 2,018 | 1,571 | 3,408 | 4,508 | 5,297 | 5,305 | 4,631 | 7,875 | 6,408 | 11,632 | 6,021 | 9,289 | 4,844 | 1,812 | 74,618 |
| IRA deduction | |||||||||||||||
| number of returns | 88 | 243 | 494 | 967 | 1,517 | 1,908 | 2,111 | 4,014 | 3,676 | 6,166 | 2,729 | 2,377 | 392 | 88 | 26,770 |
| amount | 183 | 332 | 771 | 1,696 | 2,814 | 3,649 | 4,209 | 8,301 | 8,297 | 12,915 | 6,413 | 6,214 | 1,352 | 299 | 57,444 |
| Moving expenses | |||||||||||||||
| number of returns | 33 | 31 | 128 | 251 | 372 | 404 | 416 | 725 | 634 | 1,059 | 520 | 500 | 75 | 8 | 5,156 |
| amount | 44 | 40 | 148 | 282 | 389 | 447 | 463 | 923 | 906 | 1,716 | 1,161 | 1,453 | 283 | 68 | 8,322 |
| Medical savings account | |||||||||||||||
| number of returns | 16 | 4 | 15 | 20 | 38 | 34 | 43 | 81 | 86 | 178 | 111 | 138 | 53 | 11 | 828 |
| amount | 18 | 3 | 18 | 18 | 40 | 47 | 58 | 122 | 147 | 320 | 226 | 312 | 127 | 35 | 1,491 |
| Total adjustments | |||||||||||||||
| number of returns | 2,663 | 6,291 | 9,707 | 10,791 | 11,767 | 12,657 | 12,311 | 22,371 | 19,360 | 34,110 | 11,128 | 10,891 | 3,366 | 1,067 | 168,480 |
| amount | 4,542 | 3,582 | 8,364 | 12,677 | 15,610 | 17,989 | 18,422 | 35,877 | 33,519 | 65,700 | 34,591 | 57,361 | 31,148 | 9,745 | 349,128 |
| TAXES, CREDITS, PAYMENTS | |||||||||||||||
| Federal income tax before credits | |||||||||||||||
| number of returns | |||||||||||||||