This annual study provides county income and tax data (and State totals) that include the 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; and interest received. Data are based on the addresses reported on U.S. Individual Income Tax Returns (Forms 1040) filed with the IRS. SOI collects these data as part of its annual study on Individual Tax Return Statistics by Geographic Areas, County Data.

The Statistics on Income (SOI) division bases its county income data on the addresses reported on individual income tax returns filed with the IRS. Data are presented by county (including State totals). The data include:Number of returns, which approximates the number of householdsNumber of personal exemptions, which approximates the populationAdjusted gross incomeWages and salariesDividends before exclusionInterest received

Graph and download economic data for Individual Income Tax Filing: Tax Payments: Income Tax Withheld (TXPMTITWA) from 1999 to 2016 about individual, payments, tax, income, and USA.

Graph and download economic data for U.S Individual Income Tax: Tax Rates for Regular Tax: Lowest Bracket (IITTRLB) from 1913 to 2018 about individual, tax, income, rate, and USA.

Context

Form 990 (officially, the "Return of Organization Exempt From Income Tax"1) is a United States Internal Revenue Service form that provides the public with financial information about a nonprofit organization. It is often the only source of such information. It is also used by government agencies to prevent organizations from abusing their tax-exempt status. Source: https://en.wikipedia.org/wiki/Form_990

Content

Form 990 is used by the United States Internal Revenue Service to gather financial information about nonprofit/exempt organizations. This BigQuery dataset can be used to perform research and analysis of organizations that have electronically filed Forms 990, 990-EZ and 990-PF. For a complete description of data variables available in this dataset, see the IRS’s extract documentation: https://www.irs.gov/uac/soi-tax-stats-annual-extract-of-tax-exempt-organization-financial-data.

Update Frequency: Annual

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Acknowledgements

https://bigquery.cloud.google.com/dataset/bigquery-public-data:irs_990

https://cloud.google.com/bigquery/public-data/irs-990

Dataset Source: U.S. Internal Revenue Service. This dataset is publicly available for anyone to use under the following terms provided by the Dataset Source - http://www.data.gov/privacy-policy#data_policy - and is provided "AS IS" without any warranty, express or implied, from Google. Google disclaims all liability for any damages, direct or indirect, resulting from the use of the dataset.

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Inspiration

What organizations filed tax exempt status in 2015?

What was the revenue of the American Red Cross in 2017?

Graph and download economic data for Individual Income Tax Filing: Adjusted Gross Income (AGI): Farm Net Loss (FMNLS) from 1999 to 2016 about AGI, gains/losses, individual, return, agriculture, tax, Net, income, and USA.

This graph shows the average tax rates of the *** taxpayers reporting the highest adjusted annual gross income to the IRS in the United States from 1992 to 2014. The total income tax is defined as income tax after credits. The average tax rate of the *** taxpayers with the highest income in 2014 was at ***** percent.

Context

Learning how to create a data pipeline.

Content

https://www.irs.gov/pub/irs-soi/16zpdoc.doc

Individual Income Tax ZIP Code Data

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 2016. 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

Acknowledgements

https://www.irs.gov/statistics

This dataset combines annual files from 2005 to 2017 published by 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. The data include items, such as:

Number of returns, which approximates the number of householdsNumber of personal exemptions, which approximates the populationAdjusted gross income (AGI)Wages and salariesDividends before exclusionInterest received Enrichment and notes:- the original data sheets (a column per variable, a line per year, zipcode and AGI group) have been transposed to get a record per year, zipcode, AGI group and variable- the data for Wyoming in 2006 was removed because AGI classes were not correctly defined, making the resulting data unfit for analysis.- the AGI groups have seen their definitions change: the variable "AGI Class" was used until 2008, with various intervals of AGI; "AGI Stub" replaced it in 2009. We provided the literal intervals (eg. "$50,000 under $75,000") as "AGI Group" in each case to help the analysis.- the codes for each tax item have been joined with a dataset of variables to provide full names.- some tax items are available since 2005, others since more recent years, depending on their introduction date (available in the dataset of variables); as a consequence, the time range of the plots or graphs may vary.- the unit for amounts and AGIs is a thousand dollars.

The Corporate Tax Rate in the United States stands at 21 percent. This dataset provides - United States Corporate Tax Rate - actual values, historical data, forecast, chart, statistics, economic calendar and news.

This contains replication data for the paper "Revealing Values" by Robert Embree, published in the National Tax Journal in 2023. Included are TAXSIM output codes, state SOI data, and Matlab code to perform the inverse-optimum calculation. Data on underlying parameter estimates are also included. There is a Readme file as a Word file with instructions. Bibliography: Bureau of Labor Statistics, 2017. “Consumer Expenditure Surveys Public Use Microdata 2016”. https://www.bls.gov/cex/pumd_data.htm Feenberg, Daniel. and Coutts, E., 1993. “An Introduction to the TAXSIM Model.” Journal of Policy Analysis and Management, vol 12 no 1, Winter 1993, pages 189-194. (https://www.nber.org/taxsim/). Internal Revenue Service, 2018. “Statistics of Income Historical Table 2.” IRS, Washington, DC. https://www.irs.gov/statistics/soi-tax-stats-historic-table-2 Ruggles, S., Flood, S., Goeken, R., Grover, J., Meyer, E., Pacas, J., and Sobek, M. “IPUMS USA: Version 9.0 [dataset].” Minneapolis, MN: IPUMS, 2019. https://doi.org/10.18128/D010.V9.0 Tax Foundation, 2018. “Facts and Figures 2018”. Tax Foundation, Washington, DC. Tax Foundation, 2018. “2018 State Business Tax Climate Index.” Tax Foundation, Washington, DC. https://taxfoundation.org/state-business-tax-climate-index-2018/. Zillow, 2019. “State Price-to-Rent ratios, All Homes, 2016 calendar year.” https://www.zillow.com/research/data/ . Retrieved on May 16, 2019. Aggregated data on this page is made freely available by Zillow for non-commercial use.

Graph and download economic data for Individual Income Tax Filing: Total Income Tax (TLINCTXA) from 1999 to 2016 about individual, tax, income, and USA.

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, and 2004 through 2015. 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

These extracts contain selected financial data from filers of three Internal Revenue Service (IRS) information returns -- Forms 990, 990-EZ and 990-PF -- collected for program administrative purposes. During IRS administrative processing, some adjustments are made which can result in differences between the information as originally reported and the data on this extract. Other differences may be introduced during transcription of paper-filed return information. Prior to release, we also review and make additional adjustments to the data to ensure their fitness for analytical and statistical purposes. The data, which include all of the returns filed by active organizations in a given calendar year, are from the IRS Exempt Organization Master File.

This data collection was developed for general use as part of CURRENT POPULATION SURVEY, 1973, AND SOCIAL SECURITY RECORDS: EXACT MATCH DATA (ICPSR 7616). This file merges information from two administrative sources: the Internal Revenue Service (IRS) and the Social Security Administration (SSA). The starting point of the merged dataset was the IRS Tax Model File of Individual Income Tax Returns, a public-use IRS file designed to simulate the administrative and revenue impact of tax law changes. It contains over 100,000 federal income tax returns subsampled from the STATISTICS OF INCOME sample of the following 1972 tax forms: (1) 1040, Individual Income Tax Return (and its associated schedules), (2) 1040A, Individual Income Tax Return, Short Form, (3) 4625, Computation of Minimum Tax, (4) Maximum Tax on Earned Income, (5) Application for Automatic Extension of Time to File United States Individual Income Tax Return, (6) 4874, Credit for Wages Paid or Incurred in Work Incentive (WIN) Programs, and (7) 4875, Presidential Election Campaign Fund Statement. The nearly 170 items extracted from these tax forms include exemptions, earned and unearned income, income loss, foreign tax credit, medical and dental expenses over 3 percent of AGI, state and local income taxes, and capital gains and losses. To this individual income tax data, the Social Security Administration matched (using the unique identifier of Social Security number) selected demographic information (including such variables as the race, sex, and age of the primary taxpayer) from the SSA's longitudinal summary earnings files for income year 1972. The data are weighted. (Source: downloaded from ICPSR 7/13/10)

Please Note: This dataset is part of the historical CISER Data Archive Collection and is also available at ICPSR at https://doi.org/10.3886/ICPSR07667.v1. We highly recommend using the ICPSR version as they may make this dataset available in multiple data formats in the future.

2007 Tax Year County Income Data Based on Individual Income Tax Returns (Money Amounts are in Thousands of Dollars) via irs.gov: http://www.irs.gov/uac/SOI-Tax-Stats-County-Data

This annual study provides selected income and tax items classified by State, ZIP Code, and the size of adjusted gross income. These data include the number of returns, which approximates the number of households; the number of personal exemptions, which approximates the population; adjusted gross income; wages and salaries; dividends before exclusion; and interest received. Data are based who reported on U.S. Individual Income Tax Returns (Forms 1040) filed with the IRS. SOI collects these data as part of its Individual Income Tax Return (Form 1040) Statistics program, Data by Geographic Areas, ZIP Code Data.

On December 16, 2021 the IRS announced that it would discontinue updates to the IRS 990 Filings dataset on AWS, starting December 31, 2021.The IRS has requested public inquiries be directed to +1-800-829-1040.Machine-readable data from certain electronic 990 forms filed with the IRS from 2013 to present.

This table provides census family taxation statistics, including effective tax and transfer rates, the total amount of taxes paid and government transfers received, and the proportion of Canadian census families that pay tax or receive government transfers.