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Revised 8/2013
The series constructed in this excel sheet are based on income tax stat
http://emlab.berkeley.edu/users/saez/piketty-saezOUP04US.pdf
Brief explanation of the series
Top groups (such as the top 1%) are defi ned relative to all families in th
A family is defi ned as a tax unit (such as a couple with dependents, or a
A family can be smaller than a household (a household is defi ned as al
In 2004, there were 143.982 million families in the US population and 1
Income is defi ned as annual gross income reported on individual tax re
(such as Social Security, Unemployment Benefi ts, Welfare Payments, e
employees' payroll taxes.
Some series include realized capital gains (Tables A1, A4) while others
Tax fi lers are ranked by income in order to defi ne top groups such as th
Top income shares are estimated as income accruing to a given top gro
For recent years, total personal income is defi ned as total income repor
(most non fi lers are retirees with only Social Security income and hence
Top income share series and income levels and thresholds excluding e
Top wage income share series are based on wage income reported on
income. Tax fi lers are ranked by size of wage income.
Data and updates:
Individual tax statistics data are created and released by the Statistics o
http://www.irs.gov/taxstats/index.html
The timing of data release has been the following in recent years:
0) IRS publishes fi ling season statistics for incomes earned in year t an
1) IRS publishes preliminary statistics for incomes earned in year t in M
2) IRS publishes fi nal statistics for incomes earned in year t in July, yea
3) IRS releases a large public use micro dataset of individual tax return
Social Security Administration (SSA) releases a detailed distribution of
http://www.ssa.gov/OACT/COLA/awidevelop.html (top left corner)
WHAT'S NEW:
In March 2019, we present 2017 revised estimates using quasi-com
In July 2018, we present 2017 preliminary estimates using early tabulat
In June 2008, we started using the CPI-U-RS (instead of the CPI-U) to
The CPI-U-RS incorporates back to 1978 better methods to measure p
The CPI-U-RS displays 8.5% less (cummulated) inflation from 1978 to
Estimates for years 2002-2013 are estimated using the fi nal tabulated I
Estimates up to year 2001 are estimated using the more flexible public
