TABLE: C

Individual Income Tax Data by Size of Adjusted Gross Income,
Tax Year 2004
(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
3,783
6,553
12,305
14,806
13,718
9,712
7,310
11,023
7,743
13,078
6,197
5,078
1,392
440
113,138
amount
-144,355
18,237
95,587
184,560
238,841
217,233
200,434
382,294
345,906
801,993
529,743
665,779
404,840
916,985
4,858,077
INCOME
Wages, salaries, tips, etc.
number of returns
700
1,315
3,097
4,315
4,770
3,592
2,917
4,644
3,221
6,132
3,104
2,653
756
278
41,494
amount
6,424
4,361
16,863
35,103
52,034
48,510
45,450
80,841
65,833
162,143
107,579
134,148
71,243
72,821
903,354
Taxable interest
number of returns
3,067
5,169
10,196
12,532
11,679
8,420
6,407
9,828
6,951
12,033
5,861
4,877
1,368
437
98,825
amount
6,960
5,976
18,896
28,834
29,809
23,890
20,009
33,585
29,404
58,979
36,414
44,290
26,555
97,330
460,931
Tax-exempt interest
number of returns
246
357
835
1,098
1,211
1,107
951
1,812
1,667
3,160
1,812
1,923
717
290
17,186
amount
1,532
1,140
2,614
3,780
4,414
5,219
4,944
12,137
12,271
23,633
16,636
28,445
16,550
42,670
175,986
Dividend income
number of returns
1,517
2,518
5,170
6,640
6,387
4,928
3,893
6,313
4,704
8,569
4,462
4,060
1,218
416
60,795
amount
3,336
2,856
7,594
11,099
11,519
10,457
9,109
17,412
16,046
35,642
26,184
46,036
37,043
75,752
310,085
Qualified Dividends
number of returns
1,325
2,022
4,312
6,274
6,475
5,344
4,314
7,095
5,408
9,839
5,259
4,901
1,543
534
64,645
amount
2,582
1,402
3,500
5,772
6,736
6,460
5,985
11,516
11,361
26,898
22,113
41,689
37,653
82,904
266,571
State and local income tax refund
number of returns
68
92
252
739
1,094
1,143
1,021
1,883
1,581
3,186
1,858
1,872
504
193
15,486
amount
104
42
81
241
348
405
426
868
796
1,926
1,450
2,442
1,643
4,616
15,388
Alimony received
number of returns
0
8
23
39
34
22
6
16
18
10
8
5
0
0
189
amount
0
41
128
283
263
217
38
157
214
198
106
94
0
0
1,738
Capital gain
number of returns
878
866
2,251
3,249
3,315
2,664
2,121
3,501
2,633
5,018
2,717
2,611
886
327
33,037
amount
15,416
2,199
4,334
7,349
9,923
9,322
8,364
15,865
15,576
45,936
40,071
91,354
99,433
389,235
754,376
Capital loss
number of returns
1,092
1,457
2,082
2,047
1,922
1,515
1,172
1,915
1,462
2,709
1,432
1,296
374
93
20,568
amount
-2,787
-3,444
-4,577
-4,355
-4,138
-3,334
-2,606
-4,342
-3,255
-6,221
-3,442
-3,260
-1,001
-266
-47,028
Other Gains or Losses
number of returns
689
245
408
443
556
421
369
567
402
830
524
571
238
136
6,399
amount
112
288
682
1,040
1,696
1,569
1,115
2,317
1,970
4,798
4,202
5,659
1,455
1,875
28,777
Electronically Filed Returns
number of returns
1,208
2,199
4,617
5,969
5,698
4,040
3,144
4,514
3,129
5,081
2,442
1,773
421
97
44,332
Total pensions and annuities
number of returns
476
1,041
2,319
3,267
3,515
2,712
2,259
3,602
2,717
4,951
2,435
1,737
349
104
31,484
amount
8,376
14,052
32,726
51,267
69,292
59,367
57,010
101,178
90,769
205,044
119,358
117,019
37,046
14,318
976,823
Taxable pensions and annuities
number of returns
926
2,333
6,159
8,699
8,496
6,168
4,817
7,406
5,275
8,890
4,164
3,084
718
223
67,358
amount
5,151
6,327
28,873
62,123
82,305
73,754
66,265
118,600
99,757
199,840
115,818
101,542
26,319
10,324
996,999
Rents, royalties, partnerships, estates, trusts, etc.
number of returns
2,137
1,879
4,002
4,627
4,574
3,300
2,498
3,926
2,948
5,600
3,074
3,047
1,027
367
43,006
amount
-19,119
1,458
13,861
21,592
27,908
22,311
18,065
32,442
28,166
64,485
49,512
76,347
71,659
228,974
637,662
Unemployment compensation
number of returns
16
77
149
179
195
126
118
144
117
157
67
17
*
*
1,365
amount
32
102
314
350
459
247
265
330
233
364
202
31
*
*
2,938
Social security benefits
number of returns
1,656
2,544
4,821
5,499
5,881
6,953
6,669
10,583
7,472
12,590
5,987
4,899
1,342
411
77,307
amount
23,159
33,728
64,724
76,707
89,333
110,251
107,768
170,619
118,140
214,530
117,796
104,765
31,344
10,249
1,273,113
Taxable social security benefits
number of returns
5
34
89
194
1,512
5,530
6,502
10,579
7,470
12,591
5,987
4,899
1,341
411
57,144
amount
20
105
360
640
1,858
7,521
16,018
50,965
63,546
165,865
99,933
89,030
26,627
8,712
531,201
Other income
number of returns
2,281
799
1,091
1,071
1,151
857
674
1,075
776
1,535
925
919
374
169
13,697
amount
-131,718
-2,379
-1,481
190
884
879
744
2,076
1,896
4,935
4,383
7,909
6,103
10,540
-95,038
Total income
number of returns
3,703
6,553
12,305
14,806
13,718
9,712
7,310
11,023
7,743
13,078
6,197
5,078
1,392
440
113,058
amount
-143,004
19,948
98,128
188,292
242,939
220,908
203,654
388,129
350,076
811,202
536,201
674,604
408,509
917,643
4,917,229
Total IRA distribution
number of returns
61
128
230
302
345
289
216
405
307
591
326
261
51
20
3,532
amount
1,306
1,524
474,115
5,078
6,482
4,596
4,416
7,898
5,986
18,062
7,416
11,761
4,524
885
554,049
Taxable IRA distribution
number of returns
619
1,436
3,762
5,356
5,365
4,019
3,038
4,783
3,388
5,971
3,001
2,453
679
192
44,062
amount
3,329
3,262
11,514
21,118
25,749
21,686
17,693
30,956
25,290
57,375
40,330
53,090
25,723
8,300
345,415
ADJUSTMENTS TO INCOME
Retirement Plans (Self-Employed SEP, SIMPLE, Qualified Plans)
number of returns
4
4
4
12
7
15
23
35
37
118
122
166
68
17
632
amount
22
4
3
31
24
73
69
217
249
750
1,043
2,290
1,026
322
6,123
Student loan interest deduction
number of returns
8
11
15
25
31
27
32
46
39
95
66
31
0
0
426
amount
6
4
11
13
17
15
15
24
20
50
40
12
0
0
228
Penalty on early withdrawal of savings
number of returns
116
197
320
357
344
221
182
256
161
266
123
107
25
5
2,680
amount
21
27
48
62
51
31
22
44
28
55
21
21
6
21
458
Alimony paid
number of returns
8
12
21
34
31
18
12
28
22
40
29
41
*
*
309
amount
87
73
118
189
156
124
64
217
124
281
224
390
*
*
2,251
Self-employed health insurance deductions
number of returns
314
417
552
702
699
559
401
658
428
890
598
642
261
93
7,214
amount
962
1,155
1,663
2,278
2,402
2,036
1,412
2,500
1,558
3,423
2,658
3,051
1,402
601
27,100
IRA deduction
number of returns
19
30
56
161
262
294
334
542
418
779
366
291
54
14
3,620
amount
66
77
151
438
776
848
1,121
2,002
1,636
3,086
1,521
1,251
297
69
13,339
Moving expenses
number of returns
*
5
4
7
7
9
3
15
5
17
9
10
*
0
94
amount
*
15
11
6
13
8
3
40
9
79
50
42
*
0
292
Medical savings account
number of returns
0
0
0
*
*
0
*
0
*
3
3
*
0
0
13
amount
0
0
0
*
*
0
*
0
*
6
7
*
0
0
25
Educator Expenses
number of returns
3
0
10
5
14
15
14
42
43
184
120
87
*
*
544
amount
1
0
2
1
3
3
3
9
10
42
33
21
*
*
130
Tuition and Fees Deduction
number of returns
12
9
16
24
29
28
21
22
31
78
71
99
0
0
440
amount
15
12
10
18
26
29
22
18
28
64
103
151
0
0
495
Health Savings Account Deduction
number of returns
0
0
0
3
*
*
*
8
5
5
3
8
*
0
38
amount
0
0
0
3
*
*
*
17
9
8
9
22
*
0