Table C: Elderly, All Returns

TABLE: C Individual Income Tax Data by Size of Adjusted Gross Income for Tax Year 2001 (Money amounts are in thousands of dollars, except where indicated)
ELDERLY: 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	2,721	5,450	12,160	16,250	14,840	10,402	7,775	11,261	8,177	13,151	5,577	4,480	1,149	367	113,760
amount	(121,656)	15,579	95,162	203,691	257,821	232,654	213,403	390,704	365,410	804,050	477,468	590,512	331,441	745,585	4,601,824
INCOME
Wages, salaries, tips, etc.
number of returns	530	1,181	3,202	4,658	4,834	3,768	2,784	4,160	2,953	5,451	2,374	2,068	580	224	38,767
amount	4,738	3,481	16,828	36,722	48,761	46,080	39,534	66,259	55,419	124,616	70,936	92,015	53,639	62,615	721,642
Taxable interest
number of returns	2,316	4,494	10,783	14,704	13,715	9,678	7,314	10,719	7,859	12,776	5,482	4,437	1,141	367	105,785
amount	9,476	6,241	26,130	52,313	59,371	47,020	41,698	70,926	64,112	123,264	68,692	80,864	35,617	96,792	782,517
Tax-exempt interest
number of returns	148	273	704	1,063	1,283	1,099	1,083	1,993	1,957	3,722	1,952	1,976	656	246	18,155
amount	953	1,159	2,119	3,629	4,419	4,853	5,360	12,270	13,842	29,630	20,174	30,232	19,799	40,613	189,052
Dividend income
number of returns	929	1,918	4,730	6,699	6,721	5,023	4,075	6,286	5,042	8,733	4,126	3,642	1,033	346	59,303
amount	1,973	1,956	6,788	11,229	13,052	10,658	9,965	17,528	17,102	37,340	25,946	38,142	29,462	59,298	280,439
State and local income tax refund
number of returns	73	134	316	782	1,017	924	934	1,536	1,322	2,639	1,449	1,549	495	194	13,364
amount	222	73	140	297	359	329	432	755	778	1,914	1,369	2,341	1,689	3,806	14,505
Alimony received
number of returns	*	*	23	67	32	10	10	17	16	12	10	7	0	0	215
amount	*	*	130	432	251	42	73	173	178	122	76	52	0	0	1,566
Capital gain
number of returns	725	904	2,627	3,939	4,075	3,222	2,521	3,968	3,282	5,769	2,815	2,581	726	257	37,411
amount	9,327	1,674	4,771	8,484	10,463	9,661	9,268	16,289	16,819	43,630	38,159	71,588	62,832	301,320	604,283
Capital loss
number of returns	634	964	1,450	1,721	1,585	1,159	1,022	1,593	1,235	2,265	1,138	1,027	299	96	16,188
amount	(1,504)	(2,100)	(2,999)	(3,426)	(3,091)	(2,318)	(2,081)	(3,271)	(2,648)	(4,956)	(2,605)	(2,454)	(772)	(262)	(34,486)
Other Gains or Losses
number of returns	519	208	392	523	587	428	323	516	429	836	473	532	204	91	6,061
amount	(1,110)	128	614	1,354	1,729	1,343	1,285	1,764	1,737	4,639	2,638	5,477	2,631	1,171	25,400
Electronically Filed Returns
number of returns	379	892	2,312	3,463	3,303	2,297	1,703	2,334	1,618	2,447	907	615	103	14	22,387
Total pensions and annuities
number of returns	307	739	1,997	3,132	3,271	2,585	2,086	3,362	2,586	4,471	2,004	1,437	309	84	28,370
amount	4,994	8,826	23,717	46,414	59,383	50,818	48,410	87,273	76,302	165,529	99,113	94,485	32,268	14,352	811,886
Taxable pensions and annuities
number of returns	611	1,804	5,696	8,802	8,790	6,451	4,913	7,279	5,336	8,809	3,675	2,628	610	199	65,603
amount	3,145	4,511	24,619	56,811	75,537	69,425	61,242	105,745	90,040	180,046	94,606	82,385	24,777	11,360	884,249
Rents, royalties, partnerships, estates, trusts, etc.
number of returns	1,514	1,587	3,860	5,094	4,818	3,647	2,748	4,340	3,440	6,196	3,022	2,860	837	314	44,277
amount	(34,414)	1,447	11,223	22,172	25,849	22,865	18,132	33,187	30,980	69,790	46,491	69,767	57,770	183,057	558,316
Unemployment compensation
number of returns	6	38	111	149	135	115	95	116	83	102	32	*	*	0	998
amount	16	50	175	258	263	252	154	220	182	235	79	*	*	0	1,933
Social security benefits
number of returns	1,030	1,922	4,242	5,678	5,783	6,858	6,966	10,878	7,934	12,821	5,447	4,366	1,124	354	75,403
amount	13,282	22,337	50,450	71,850	80,522	97,136	101,305	158,751	113,580	200,654	98,463	86,499	24,853	8,190	1,127,871
Taxable social security benefits
number of returns	10	23	70	161	1,193	5,120	6,762	10,873	7,936	12,822	5,448	4,366	1,124	354	56,262
amount	70	60	243	598	1,514	6,389	15,585	49,348	64,324	158,851	83,637	73,512	21,125	6,961	482,217
Other income
number of returns	1,634	569	823	926	940	747	589	890	651	1,264	701	746	306	124	10,910
amount	(88,126)	(1,503)	(678)	410	925	1,005	958	2,135	1,537	4,516	4,065	6,513	5,985	5,180	(57,078)
Total income
number of returns	2,674	5,450	12,160	16,250	14,840	10,402	7,775	11,261	8,177	13,151	5,577	4,480	1,149	367	113,713
amount	(120,007)	16,304	96,917	206,653	261,020	235,740	215,804	394,410	368,104	810,211	481,593	595,949	333,730	744,535	4,640,964
Total IRA distribution
number of returns	31	97	194	311	320	253	225	396	289	579	303	258	53	19	3,328
amount	387	768	2,837	4,709	5,297	4,281	4,157	5,897	5,908	14,593	9,735	15,808	3,538	4,230	82,144
Taxable IRA distribution
number of returns	305	898	2,956	4,759	4,971	3,717	2,949	4,448	3,298	5,840	2,700	2,197	578	147	39,763
amount	2,141	1,947	8,642	18,024	23,802	19,752	17,528	27,953	23,634	54,495	36,365	52,142	26,627	9,542	322,594
ADJUSTMENTS TO INCOME
Retirement Plans (Self-Employed SEP, SIMPLE, Qualified Plans)
number of returns	*	*	6	9	20	21	14	40	39	107	103	129	49	10	552
amount	*	*	18	20	47	45	45	116	114	440	566	1,136	676	110	3,343
Student loan interest deduction
number of returns	4	3	6	13	11	16	10	31	31	46	0	0	0	0	171
amount	2	1	3	10	8	7	5	15	14	17	0	0	0	0	81
Penalty on early withdrawal of savings
number of returns	63	102	242	311	264	195	140	195	139	214	81	58	9	4	2,017
amount	15	16	52	86	37	40	28	42	31	58	20	20	4	4	453
Alimony paid
number of returns	11	9	30	32	30	17	25	28	23	37	31	23	5	3	304
amount	74	51	148	167	166	73	118	155	136	343	330	245	61	137	2,205
Self-employed health insurance deductions
number of returns	178	314	576	765	795	599	430	614	446	900	540	595	218	90	7,060
amount	333	449	998	1,392	1,476	1,270	871	1,282	885	1,964	1,256	1,480	556	246	14,457
IRA deduction
number of returns	10	29	81	211	363	395	368	583	450	806	347	278	54	9	3,984
amount	17	40	141	417	798	931	869	1,464	1,187	2,027	926	791	153	24	9,785
Moving expenses
number of returns	*	*	*	7	*	5	11	6	10	12	5	4	0	0	66
amount	*	*	*	12	*	9	13	18	17	23	5	8	0	0	119
Medical savings account
number of returns	0	0	*	0	0	0	*	*	0	5	4	4	*	0	20
amount	0	0	*	0	0	0	*	*	0	9	6	3	*	0	26
Total adjustments
number of returns	421	944	1,616	1,956	1,960	1,604	1,209	1,837	1,370	2,502	1,286	1,349	456	180	18,690
amount	599	716	1,762	3,035	3,186	2,970	2,413	3,870	3,033	6,438	4,291	5,801	2,332	868	41,314
TAXES, CREDITS, PAYMENTS
Federal income tax before credits
number of returns	7	11	2,570	8,886	12,702	9,657	7,411	10,866	7,977	13,025	5,547	4,467	1,145	366	84,637
amount	191	35	279	4,573	9,881	12,782	14,880	32,342	36,864	94,656