| Detail |
The U.S. Internal Revenue Service (IRS) Statistics of Income (SOI) division (about) reports on the performance of individual and corporate income tax collection through statistical products including the Tax Stats tabulations. The SOI undergoes structural changes annually. Its table 1.4 breaks out sources of income, adjustments, deductions and exemptions, and tax items, whereas state, county and ZIP Code tables pertains to individual income and tax data, by state and size of adjusted gross income.
Figures are thousands of dollars (Ths. USD) or number of returns (#). Geo coverage is the U.S., states, counties and ZIP Code areas. The new series start at 2014. In the 2017 update, there are 14 new measures:
| IRS code | Concept code | Description | Unit | Geo coverage |
|---|
| TOTAL_VITA |
SOIVITAT |
Total volunteer prepared returns |
(#) |
State, County, ZIP |
| VITA |
SOIVITA |
Volunteer income tax assistance prepared returns |
(Ths. USD) |
State, County, ZIP |
| MVITA |
SOIMVITA |
Military volunteer income tax assistance prepared returns |
(Ths. USD) |
State only |
| TCE |
SOITCE |
Tax counseling for the elderly prepared returns |
(Ths. USD) |
State, County, ZIP |
| A05780 |
SOICEAP$ |
Excess advance premium tax credit repayment |
(Ths. USD) |
State, County, ZIP |
| A85770 |
SOICPT$ |
Total premium tax credit |
(Ths. USD) |
State, County, ZIP |
| A85775 |
SOICAP$ |
Advance premium tax credit |
(Ths. USD) |
State, County, ZIP |
| A09750 |
SOIHCIRP$ |
Health care individual responsibility payment |
(Ths. USD) |
State, County, ZIP |
| A11560 |
SOICNP$ |
Net premium tax credit |
(Ths. USD) |
State, County, ZIP |
| N05780 |
SOICEAP$ |
Excess advance premium tax credit repayment |
(#) |
State, County, ZIP |
| N85770 |
SOICPT$ |
Total premium tax credit |
(#) |
State, County, ZIP |
| N85775 |
SOICAP$ |
Advance premium tax credit |
(#) |
State, County, ZIP |
| N09750 |
SOIHCIRP$ |
Health care individual responsibility payment |
(#) |
State, County, ZIP |
| N11560 |
SOICNP$ |
Net premium tax credit |
(#) |
State, County, ZIP |
The full dataset resides in the historical catalog (United States » Income » IRS: Statistics of income (SOI) » State | County | ZIP Code area) and includes, for example:
- SOIMVITA.PA = Military volunteer income tax assistance prepared returns, (Ths. USD) - for Pennsylvania
- SOIVITA.AL029 = Volunteer income tax assistance prepared returns, (Ths. USD) - for Cleburne County, Alabama
- SOICNP$125.Z10005 = Net premium tax credit - $10-25k, (#) - for ZIP Code 10005 (New York, NY)
Because catalog locations are subject to change, the upper-right search box on DataBuffet.com provides a "find in catalog" mode that accepts a mnemonic.
|