Table: C
Individual Income Tax Data by Size of Adjusted Gross Income,
Tax Year 2003

(Money amounts are in thousands of dollars, except where indicated)

Horizontal Rule

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 3,797 7,136 13,567 16,105 14,261 9,811 7,462 10,703 7,563 12,104 5,344 4,279 1,145 340 113,617
amount -152,317 20,129 104,998 200,846 247,949 219,306 204,707 371,525 337,604 741,425 457,223 564,469 330,194 534,866 4,182,924
INCOME
Wages, salaries, tips, etc.
number of returns 702 1,311 3,348 4,615 4,797 3,714 2,793 4,436 3,034 5,626 2,597 2,162 621 225 39,981
amount 6,338 4,486 18,323 37,579 51,420 50,040 42,473 77,200 61,820 147,189 90,511 112,922 66,384 58,767 825,452
Taxable interest
number of returns 3,110 5,797 11,591 13,995 12,528 8,673 6,757 9,668 6,942 11,320 5,098 4,169 1,133 340 101,121
amount 7,456 7,645 23,956 37,569 37,147 29,401 24,868 40,170 34,817 66,138 37,786 47,670 26,926 69,278 490,827
Tax-exempt interest
number of returns 273 485 1,009 1,349 1,353 1,260 1,143 1,934 1,787 3,171 1,723 1,710 578 224 17,999
amount 1,609 1,659 3,019 5,017 5,241 5,736 5,807 18,767 14,479 26,993 18,164 28,396 15,752 38,537 189,177
Dividend income
number of returns 1,530 2,938 5,860 7,191 6,601 4,923 4,032 6,046 4,635 7,881 3,856 3,405 1,005 306 60,209
amount 3,009 3,260 8,183 12,029 12,063 9,968 9,223 16,101 14,953 30,867 22,911 37,448 29,363 51,231 260,609
Qualified Dividends
number of returns 1,247 2,249 4,694 6,755 6,762 5,504 4,615 7,095 5,586 9,459 4,888 4,419 1,326 415 65,014
amount 2,026 1,336 3,416 5,601 6,750 6,102 5,903 10,948 10,532 24,162 20,059 37,360 29,646 55,177 219,019
State and local income tax refund
number of returns 83 144 429 1,055 1,510 1,443 1,415 2,274 1,957 3,778 2,153 2,074 546 185 19,046
amount 380 77 167 400 641 630 692 1,256 1,278 2,813 2,174 3,308 2,018 4,361 20,196
Alimony received
number of returns 0 3 32 54 24 22 12 19 18 10 8 7 * * 212
amount 0 12 169 378 217 157 113 240 138 163 168 99 * * 1,889
Capital gain
number of returns 807 862 2,015 2,810 2,743 2,129 1,740 2,674 2,088 3,679 2,048 1,854 620 203 26,272
amount 14,680 1,658 4,306 7,312 8,360 7,910 6,793 13,413 13,393 32,305 32,925 64,883 67,695 139,957 415,589
Capital loss
number of returns 1,129 1,756 2,427 2,579 2,275 1,653 1,430 2,098 1,680 2,921 1,447 1,366 375 114 23,250
amount -2,873 -4,153 -5,264 -5,463 -4,746 -3,595 -3,171 -4,614 -3,771 -6,719 -3,439 -3,427 -984 -313 -52,531
Other Gains or Losses
number of returns 632 267 439 517 549 458 346 531 411 727 456 510 204 94 6,141
amount -909 307 611 949 1,805 1,337 1,391 2,346 1,778 3,764 3,470 5,159 1,819 303 24,128
Electronically Filed Returns
number of returns 940 1,861 4,011 5,255 4,944 3,368 2,606 3,635 2,497 3,930 1,678 1,219 268 49 36,261
Total pensions and annuities
number of returns 498 1,086 2,417 3,395 3,602 2,567 2,216 3,460 2,620 4,468 1,995 1,434 272 79 30,109
amount 7,981 13,247 38,274 50,291 61,068 52,129 48,824 89,271 83,219 170,864 102,209 113,453 32,457 12,338 875,625
Taxable pensions and annuities
number of returns 936 2,536 6,715 9,228 8,785 6,190 4,874 7,095 5,144 8,197 3,527 2,571 568 175 66,541
amount 4,833 6,620 30,699 64,627 85,023 73,373 67,492 114,063 97,176 187,673 99,967 85,653 19,892 7,443 944,535
Rents, royalties, partnerships, estates, trusts, etc.
number of returns 2,108 2,097 4,430 5,270 4,874 3,422 2,748 3,951 3,046 5,293 2,720 2,665 874 291 43,789
amount -26,444 1,611 14,465 25,193 29,695 23,173 20,307 33,324 30,597 63,972 42,542 72,427 58,395 179,095 568,351
Unemployment compensation
number of returns 16 83 160 200 195 149 90 173 99 156 49 16 * * 1,388
amount 22 158 374 441 416 419 270 509 228 355 135 74 * * 3,405
Social security benefits
number of returns 1,560 2,720 5,052 5,806 5,911 6,691 6,801 10,280 7,281 11,705 5,182 4,171 1,115 322 74,597
amount 21,174 33,921 65,218 78,841 87,495 103,052 107,173 159,707 112,263 194,883 100,234 87,262 25,530 7,906 1,184,657
Taxable social security benefits
number of returns 14 38 85 233 1,434 5,245 6,610 10,279 7,280 11,706 5,183 4,173 1,114 322 53,716
amount 104 101 299 786 1,850 7,188 16,242 48,724 60,844 151,988 85,141 74,209 21,686 6,720 475,882
Other income
number of returns 2,221 749 1,005 1,060 946 725 572 904 664 1,287 746 752 324 138 12,093
amount -131,475 -1,929 -896 -636 763 754 892 1,591 2,053 4,703 4,388 6,693 6,508 4,601 -101,990
Total income
number of returns 3,739 7,136 13,567 16,105 14,261 9,811 7,462 10,703 7,563 12,104 5,344 4,279 1,145 340 113,559
amount -150,434 21,939 107,784 204,132 252,597 223,247 208,089 376,818 341,952 749,098 463,898 572,156 333,558 635,874 4,340,708
Total IRA distribution
number of returns 65 139 291 363 385 292 237 391 282 488 305 207 47 15 3,507
amount 1,504 1,585 3,873 4,819 7,318 5,464 4,781 8,516 5,697 13,757 10,982 10,011 1,468 1,483 81,259
Taxable IRA distribution
number of returns 612 1,505 4,119 5,580 5,365 3,874 3,100 4,440 3,189 5,373 2,556 2,029 543 139 42,424
amount 3,630 3,107 12,032 21,207 24,955 19,519 17,461 27,492 22,304 49,279 32,860 43,762 19,394 6,015 303,016
ADJUSTMENTS TO INCOME
Retirement Plans (Self-Employed SEP, SIMPLE, Qualified Plans)
number of returns * * 6 10 18 21 22 38 41 112 101 158 56 8 598
amount * * 11 29 46 65 101 193 190 811