Statistics of Income Tax Stats

This document contains the federal tax forms, schedules, and information documents that the Statistics of Income (SOI) Division of the IRS has selected for its Tax Year programs. It is organized in 3 parts:

Individual Statistics Branch studies include data related to the Form 1040 Individual income tax return series, as well as data on sales of capital assets and an extensive program that connects income tax returns with information documents filed by third parties.

The Corporation Statistics Branch studies focus on data collected from the Form 1120 series and SOI’s Partnership program.

Special Studies Branch programs include data collected for Estate and Gift Taxes, Tax-exempt Organizations, and Tax-Exempt Bonds, as well as information collected for international filers.

Each tax form included in the SOI program is represented in this volume. Due to resource constraints, data from certain forms and schedules are collected periodically, rather than annually. For this reason, the contents of this document will vary somewhat from year to year. The information collected for each SOI project is developed in close collaboration with data users both inside and outside of the government. Most SOI programs are based on stratified samples of returns for which data are collected prior to IRS audits; therefore the data represent information as originally reported by taxpayers.
Returns for the most recent Tax Year available are filed primarily during the prior calendar year, although returns for fiscal-year filers or filers for whom filing extensions have been granted may not be received by the IRS until the calendar year following. Consequently, data collected by SOI for a specific Tax Year will generally be made available to the public, in the form of tables and summary analyses, during the following two calendar years.

Individual Income Tax Statistics - ZIP Code Data

From the IRS 

ZIP Code data show selected income and tax items classified by State, ZIP Code, and size of adjusted gross income. Data are based on individual income tax returns filed with the IRS and are available for Tax Years 1998, 2001, 2004 through 2012. The data include items, such as:

• Number of returns, which approximates the number of households
• Number of personal exemptions, which approximates the population
• Adjusted gross income 
• Wages and salaries
• Dividends before exclusion
• Interest received  

ZIP Code Data

2011  2012

ZIP Code Data 1998–2010

1998  2001  2004  2005  2006  2007  2008  2009  2010

Personal Income Tax: Analysis of 2010 Personal Income Tax Returns

This report describes the prominent features of New York's personal income tax, with particular emphasis on the 2010 tax year. It also includes taxpayer profiles consisting of number of taxable returns, sources of income, federal adjustments, New York modifications, deductions, dependent exemptions, tax liability and credits by NYAGI class, filing status and return type. In addition, it includes separate sections on income, itemized deduction amounts, exemptions, available credits and information on refundable credits. Finally, it compares statistics for 2010 with those from the prior year for most of these items.

Accompanying this report are statistical tables that cover resident, part-year resident, and nonresident returns. The report also includes a description and statistical information from returns filed by fiduciaries of estates and trusts.

Tax Refund Thefts On The Rise

You're not the only one waiting for your tax refund. Scammers are looking for it too. In fact, every year there are more and more scams designed to steal tax refunds.

The Internal Revenue Service (IRS) says these kinds of thefts have increased substantially in the last few years. Between 2010 and 2012, the number of investigations opened by the IRS grew from 224 to 898, according to the latest figures.

Find out more about tax refund scams, how to protect yourself from identity theft and what to do if you are a victim.

Recent Internal Revenue Service reports

Controlled Foreign Corporations, 2008

Domestic Private Foundations and Related Excise Taxes, Tax Year 2009

Individual Income Tax Rates and Shares, 2010

Individual Income Tax Returns, Preliminary Data: 2011

Individual Noncash Charitable Contributions, 2010

Split-Interest Trusts, Filing Year 2011

Analysis of 2009 Personal Income Tax Returns

From the New York State Department of Taxation and Finance

This report describes the prominent features of New York's personal income tax, with particular emphasis on the 2009 tax year. It also includes taxpayer profiles consisting of number of taxable returns, sources of income, federal adjustments, New York modifications, deductions, dependent exemptions, tax liability and credits by NYAGI class, filing status and return type. In addition, it includes separate sections on income, itemized deduction amounts, exemptions, available credits and information on refundable credits. Finally, it compares statistics for 2009 with those from the prior year for most of these items.

Accompanying this report are statistical tables that cover resident, part-year resident, and nonresident returns. The report also includes a description and statistical information from returns filed by fiduciaries of estates and trusts.

Personal Income Tax: Analysis of 2007 Personal Income Tax Returns

This report describes the prominent features of New York's personal income tax, with particular emphasis on the 2007 tax year. It also includes taxpayer profiles consisting of number of taxable returns, sources of income, federal adjustments, New York modifications, deductions, dependent exemptions, tax liability and credits by NYAGI class, filing status and=20 return type. In addition, it includes separate sections on income, itemized deduction amounts, exemptions, available credits and information on refundable credits. Finally, it compares statistics for 2007 with those from the prior year for most of these items.

Accompanying this report are statistical tables that cover resident, part-year resident, and nonresident returns. The report also includes a description and statistical information from returns filed by fiduciaries of estates and trusts.

Income Tax - Taxpayer Rights Advocate interview

An interview with Jack Trachtenberg, appointed Deputy Commissioner and Taxpayer Rights Advocate in October 2009. He answers questions about his role and goals at the New York State Tax Department.

Among his responsibilities: help ensure that taxpayers receive fair treatment, evaluate the tax laws and regulations, as well as Tax Department?s practices, recommend improvements, and impartially resolve certain tax-related disputes.

To view the entire web page, visit HERE.

Get your NYS income tax return prepared for free

The IRS Volunteer Income Tax Assistance Program (VITA) and the Tax Counseling for the Elderly Program (TCE) offer free tax help for taxpayers who qualify. You can now find a VITA location in New York convenient to you with our easy-to-use online service. Simply type in your address and ZIP code to find nearby VITA locations to serve you.

VITA offers trained community volunteers who can help with special credits, like the earned income tax credit. In addition to free tax return preparation assistance, most sites also offer free electronic filing (e-filing). Individuals taking advantage of the e-file program can receive their refunds more quickly compared to returns filed on paper - and even faster when tax refunds are deposited directly into one's bank account.

Personal Income Tax Statistics

New York Adjusted Gross Income and Tax Liability - Analysis of 2006 State Personal Income Tax Returns by Place of Residence

This annual study provides statistical information on 2006 New York State personal income tax returns that were timely filed during 2007. The data are from full-year resident, full-year nonresident, and part-year resident returns. The report categorizes returns as either taxable or nontaxable depending on the presence or absence of taxable income and income tax liability. Data presented include the distribution of New York adjusted gross income and tax liability by residence and the value of deductions, exemptions, and taxable income by income class.

To download the entire publication and statistical tables, please visit here.

Apply online for an extension to file state income tax return

Need an extension to file your personal state income tax return? Apply online for an automatic extension. It's free and easy to use. You'll receive an instant, printable confirmation that the Tax Department received your application.

To apply for an extension to file online, go here.

If you owe tax with your extension, you can pay it by:
- direct debit from a savings or checking account
- credit card (a convenience fee applies)
- printing a voucher and mailing a check

Website, Automated Phone Service Helps Taxpayers Track Refund Check Status

New York State Department of Taxation and Finance Commissioner Robert L. Megna reminds taxpayers that they can track the status of their state income tax refund checks on the department’s website or by calling the automated refund status hotline.

Taxpayers who expect state income tax refunds can call the department’s Refund Hotline at 1-800-443-3200 or 518-457-5149, or online at www.nystax.gov. Tax filers will need to know their social security numbers, the amount of the state refund claimed, and which New York tax forms they filed.

More info here.

Personal Income Tax: Analysis of 2005 Personal Income Tax Returns

From your friends at the NYS Tax Department comes a report describing "the prominent features of New York's personal income tax, with particular emphasis on the 2005 tax year. It also includes taxpayer profiles consisting of number of taxable returns, sources of income, federal adjustments, New York modifications, deductions,
dependent exemptions, tax liability and credits by NYAGI class, filing status and
return type. In addition, it includes separate sections on income, itemized deduction amounts, exemptions, available credits and information on refundable credits. Finally, it compares statistics for 2005 with those from the prior year for most of these items.

Accompanying this report are statistical tables that cover resident, part-year resident, and nonresident returns. The report also includes a description and statistical information from returns filed by fiduciaries of estates and trusts."

So go view the entire publication and download statistical tables.

New York Adjusted Gross Income and Tax Liability

New York Adjusted Gross Income and Tax Liability - Analysis of 2005 State Personal Income Tax Returns by Place of Residence

This annual study provides statistical information on New York State personal income tax returns that were timely filed during 2006. The data are from full-year resident, full-year nonresident, and part-year resident returns. The report categorizes returns as either taxable or nontaxable, depending on the presence or absence of taxable income and income tax liability. Data presented include the distribution of New York adjusted gross income and tax liability by residence and the value of deductions, exemptions, and taxable income by income class.

To download the entire publication and statistical tables, please visit here.

Economic stimulus payment update

If you or someone you know that generally does not have to file a 2007 return but must do so for the economic stimulus payment:

Last week, IRS announced that the IRS Free File program is now available for nonfilers who must file a 2007 return to receive an economic stimulus payment.

IR-2008-34 has more information.

Analysis of 2004 NY State Personal Income Tax Returns by Place of Residence

From the state tax dept:

This annual study provides statistical information on 2004 New York State personal income tax returns that were timely filed during 2005. The data are from full-year resident, full-year nonresident, and part-year resident returns. The report categorizes returns as either taxable or nontaxable, depending on the presence or absence of taxable income and income tax liability. Data presented include the distribution of New York adjusted gross income and tax liability by residence and the value of deductions, exemptions, and taxable income by income class.

To download the entire publication and statistical tables, please visit here.