ftb-ca-gov/b4a-adjusted-gross-income-class-comparison-all-hepm-s2cf

  • agi
  • personal income tax

B-4A, Adjusted Gross Income Class Comparison, All Filing Statuses

B-4A, Adjusted Gross Income Class Comparison, All Filing Statuses

Adjusted gross income class statistics combined for all filing statuses for California residents personal income tax return data.

Columns

NameSocrata field nameColumn name in sgr mountData typeDescription
Total Taxestotal_taxestotal_taxesNumberAmount of total taxes deducted.
RemittanceremittanceremittanceNumberAmount of cash or check remitted w/the return.
Returns w/Remittance Paymentsreturns_w_remittance_paymentsreturns_w_remittance_paymentsNumberNumber of returns w/remittance payments.
Tax Duetax_duetax_dueNumberAmount of tax due.
Returns w/Tax Duereturns_w_tax_duereturns_w_tax_dueNumberNumber of returns w/tax due.
RefundrefundrefundNumberAmount of refunds.
Returns w/Total Voluntary Contributionsreturns_w_total_voluntary_contributionsreturns_w_total_voluntary_contributionsTextNumber of returns w/total voluntary contributions.
Credit to Next Year's Taxcredit_to_next_year_s_taxcredit_to_next_year_s_taxNumberAmount of credit to next year's tax.
Returns w/Credit to Next Year's Taxreturns_w_credit_to_next_year_s_taxreturns_w_credit_to_next_year_s_taxTextNumber of returns w/credit to next year's tax.
OverpaymentoverpaymentoverpaymentNumberAmount of overpayment.
Returns w/Overpaymentreturns_w_overpaymentreturns_w_overpaymentTextNumber of returns w/overpayment.
Returns w/Child and Dependent Care Creditreturns_w_child_and_dependent_care_creditreturns_w_child_and_dependent_care_creditTextNumber of returns w/child and dependent care credit. The credit was refundable until the law changed in 2011.
Excess State Disability Insuranceexcess_state_disability_insuranceexcess_state_disability_insuranceTextAmount of excess state disability insurance (SDI).
Returns w/Excess State Disability Insurancereturns_w_excess_state_disability_insurancereturns_w_excess_state_disability_insuranceTextNumber of returns w/excess state disability insurance (SDI).
Estimated Taxes Paidestimated_taxes_paidestimated_taxes_paidNumberAmount of estimated taxes paid.
Taxes Withheldtaxes_withheldtaxes_withheldNumberAmount of taxes withheld.
Returns w/Taxes Withheldreturns_w_taxes_withheldreturns_w_taxes_withheldTextNumber of returns w/taxes withheld.
Mental Health Taxmental_health_taxmental_health_taxNumberAmount of mental health tax.
Returns w/Mental Health Taxreturns_w_mental_health_taxreturns_w_mental_health_taxTextNumber of returns w/mental health tax.
Returns w/Alternative Minimum Taxreturns_w_alternative_minimum_taxreturns_w_alternative_minimum_taxTextNumber of returns w/alternative minimum tax.
G-1 Tax/5870A Taxg_1_tax_5870a_taxg_1_tax_5870a_taxTextAmount of G-1 tax/5870A tax.
Returns w/G-1 Tax/5870A Taxreturns_w_g_1_tax_5870a_taxreturns_w_g_1_tax_5870a_taxTextNumber of returns w/G-1 tax/5870A tax.
Renter's Creditrenter_s_creditrenter_s_creditTextAmount of renter's credit.
Returns w/Renter's Creditreturns_w_renter_s_creditreturns_w_renter_s_creditTextNumber of returns w/renter's credit.
Total Special Credittotal_special_credittotal_special_creditTextAmount of total special credit.
Returns w/Total Special Creditreturns_w_total_special_creditreturns_w_total_special_creditTextNumber of returns w/total special credit.
Other State Tax Creditother_state_tax_creditother_state_tax_creditTextAmount of other state tax credit.
Returns w/Other State Tax Creditreturns_w_other_state_tax_creditreturns_w_other_state_tax_creditTextNumber of returns w/other state tax credit.
Total Exemption Credittotal_exemption_credittotal_exemption_creditTextAmount of total exemption credit.
Senior/Blind Exemption Creditsenior_blind_exemption_creditsenior_blind_exemption_creditNumberAmount of senior/blind exemption credit.
Returns w/Senior/Blind Exemption Creditreturns_w_senior_blind_exemption_creditreturns_w_senior_blind_exemption_creditNumberNumber of returns w/senior/blind exemption credit.
Dependent Exemption Creditdependent_exemption_creditdependent_exemption_creditNumberAmount of dependent exemption credit.
Returns w/Dependent Exemption Creditreturns_w_dependent_exemption_creditreturns_w_dependent_exemption_creditTextNumber of returns w/dependent exemption credit.
Personal Exemption Creditpersonal_exemption_creditpersonal_exemption_creditNumberAmount of personal exemption credit.
Returns w/Personal Exemption Creditreturns_w_personal_exemption_creditreturns_w_personal_exemption_creditNumberNumber of returns w/personal exemption credit.
California Standard Deductionscalifornia_standard_deductionscalifornia_standard_deductionsNumberAmount of California standard deductions.
Returns w/California Standard Deductionsreturns_w_california_standard_deductionsreturns_w_california_standard_deductionsNumberNumber of returns w/California standard deductions.
California Itemized Deductionscalifornia_itemized_deductionscalifornia_itemized_deductionsNumberAmount of California itemized deductions.
Returns w/California Itemized Deductionsreturns_w_california_itemized_deductionsreturns_w_california_itemized_deductionsTextNumber of returns w/California itemized deductions.
California Adjust to Fed Itemized Deductionscalifornia_adjust_to_fed_itemized_deductionscalifornia_adjust_to_fed_itemized_deductionsTextAmount of California adjustment to federal itemized deductions.
Returns w/California Adjust to Fed Itemized Deductionsreturns_w_california_adjust_to_fed_itemized_deductionsreturns_w_california_adjust_to_fed_itemized_deductionsTextNumber of returns w/California adjustment to federal itemized deductions.
All Other Deductionsall_other_deductionsall_other_deductionsNumberAmount of all other deductions include unreimbursed employee expenses, union dues, employment education expenses, handicap repairs, gambling losses and other miscellaneous deductions that exceed two percent of adjusted gross income.
Returns w/All Other Deductionsreturns_w_all_other_deductionsreturns_w_all_other_deductionsTextNumber of returns w/all other deductions.
Casualty and Theft Lossescasualty_and_theft_lossescasualty_and_theft_lossesTextAmount of casualty and theft losses deducted. The net operating loss deductions were suspended, w/the exception of disaster losses, for tax years 2008-2011. The carryover percentage and period vary depending on when the loss was incurred. The definition of a qualified taxpayer varied from 2008-2010.
Returns w/Casualty and Theft Lossesreturns_w_casualty_and_theft_lossesreturns_w_casualty_and_theft_lossesTextNumber of returns w/casualty and theft losses. The net operating loss deductions were suspended, w/the exception of disaster losses, for tax years 2008-2011. The carryover percentage and period vary depending on when the loss was incurred. The definition of a qualified taxpayer varied from 2008-2010.
Total Contributionstotal_contributionstotal_contributionsNumberAmount of total contributions deduction. Total Contributions is less than the total of cash, noncash, and carryover contributions because the tax code limits deductions that exceed specified percentages of adjusted gross income.
Returns w/Total Contributionsreturns_w_total_contributionsreturns_w_total_contributionsTextReturns w/total contributions.
Contribution Carryovercontribution_carryovercontribution_carryoverNumberAmount of contribution carryover deducted.
Returns w/Contribution Carryoverreturns_w_contribution_carryoverreturns_w_contribution_carryoverTextReturns w/contribution carryover.
Non-cash Contributionsnon_cash_contributionsnon_cash_contributionsNumberAmount of non-cash contributions deducted.
Cash/Check Contributionscash_check_contributionscash_check_contributionsNumberAmount of cash/check contributions deducted.
Returns w/Cash/Check Contributionsreturns_w_cash_check_contributionsreturns_w_cash_check_contributionsTextNumber of returns w/cash/check contributions.
Total Interesttotal_interesttotal_interestNumberAmount of total interest deducted.
Points and Investment Interestpoints_and_investment_interestpoints_and_investment_interestNumberAmount of points and investment interest deducted.
Returns w/Points and Investment Interestreturns_w_points_and_investment_interestreturns_w_points_and_investment_interestTextNumber of returns w/points and investment interest.
Mortgage Interestmortgage_interestmortgage_interestNumberAmount of mortgage interest deducted.
Returns w/Total Taxesreturns_w_total_taxesreturns_w_total_taxesTextNumber of returns w/total taxes.
Other Taxesother_taxesother_taxesNumberAmount of other taxes deducted.
Returns w/Other Taxesreturns_w_other_taxesreturns_w_other_taxesTextAmount of personal property taxes deducted.
Personal Property Taxespersonal_property_taxespersonal_property_taxesNumberAmount of personal property taxes deducted.
Returns w/Personal Property Taxesreturns_w_personal_property_taxesreturns_w_personal_property_taxesTextNumber of returns w/personal property taxes.
Real Estate Taxesreal_estate_taxesreal_estate_taxesNumberAmount of real estate taxes deducted.
Returns w/Real Estate Taxesreturns_w_real_estate_taxesreturns_w_real_estate_taxesTextNumber of returns w/real estate tax deductions.
State and Local Income Taxesstate_and_local_income_taxesstate_and_local_income_taxesNumberAmount of state and local income taxes deducted.
Medical Expensesmedical_expensesmedical_expensesTextAmount of medical expenses deducted.
Returns w/Medical Expensesreturns_w_medical_expensesreturns_w_medical_expensesTextNumber of returns with medical expenses.
Total California Additionstotal_california_additionstotal_california_additionsNumberAmount of total California addition.
Returns w/Total California Additionsreturns_w_total_california_additionsreturns_w_total_california_additionsTextNumber of returns with total California additions.
Total California Subtractionstotal_california_subtractionstotal_california_subtractionsNumberAmount of total California subtractions.
Returns w/Total California Subtractionsreturns_w_total_california_subtractionsreturns_w_total_california_subtractionsNumberNumber of returns with total California subtractions.
Total Adjustmentstotal_adjustmentstotal_adjustmentsNumberAmount of total adjustments include amounts for IRA exclusion, moving expense, alimony paid, half self-employment tax, self-employed health insurance plan exclusion, self-employed retirement plan exclusion, and the penalty on early withdrawal of savings.
Returns w/Total Adjustmentsreturns_w_total_adjustmentsreturns_w_total_adjustmentsTextNumber of returns with total adjustments.
Domestic Productiondomestic_productiondomestic_productionNumberAmount of domestic production reported.
Returns w/Domestic Productionreturns_w_domestic_productionreturns_w_domestic_productionNumberNumber of returns w/domestic production.
Alimony Paidalimony_paidalimony_paidTextAmount of alimony paid.
Returns w/Alimony Paidreturns_w_alimony_paidreturns_w_alimony_paidTextNumber of returns with alimony paid.
Penalty on Early Withdrawal of Savingspenalty_on_early_withdrawal_of_savingspenalty_on_early_withdrawal_of_savingsNumberAmount of penalty on early withdrawal of savings.
Returns w/Penalty On Early Withdrawal of Savingsreturns_w_penalty_on_early_withdrawal_of_savingsreturns_w_penalty_on_early_withdrawal_of_savingsTextNumber of returns w/penalty on early withdrawal of savings.
Self-Employed Retirement Planself_employed_retirement_planself_employed_retirement_planTextAmount of self-employed retirement plans reported.
Returns w/Self-Employed Retirement Planreturns_w_self_employed_retirement_planreturns_w_self_employed_retirement_planTextNumber of returns w/self-employed retirement plans.
Half Self-Employment Taxhalf_self_employment_taxhalf_self_employment_taxNumberAmount of self-employment tax reported.
Returns w/Half Self-Employment Taxreturns_w_half_self_employment_taxreturns_w_half_self_employment_taxTextNumber of returns w/self-employment tax.
Returns w/Moving Expensereturns_w_moving_expensereturns_w_moving_expenseTextNumber of returns w/moving expense deduction.
Tuition And Feestuition_and_feestuition_and_feesTextAmount of tuition and fees deducted.
Returns w/Tuition And Feesreturns_w_tuition_and_feesreturns_w_tuition_and_feesTextNumber of returns w/tuition and fees.
Student Loan Intereststudent_loan_intereststudent_loan_interestTextAmount of student loan interest deductions reported.
Returns w/Student Loan Interestreturns_w_student_loan_interestreturns_w_student_loan_interestTextNumber of returns w/student loan interest.
Total Incometotal_incometotal_incomeNumberAmount of total income reported.
All Other Federal Income Sources Lossall_other_federal_income_sources_lossall_other_federal_income_sources_lossNumberAmount of all other federal income sources loss includes net loss for the disposition of non capital assets, miscellaneous income and noncapital assets.
Returns w/All Other Federal Income Sources Lossreturns_w_all_other_federal_income_sources_lossreturns_w_all_other_federal_income_sources_lossTextNumber of returns w/all other federal income sources loss.
All Other Federal Income Sources Profitall_other_federal_income_sources_profitall_other_federal_income_sources_profitNumberAmount of all other federal income sources profit includes income for the disposition of non capital assets, alimony, miscellaneous income, social security and unemployment income, income from state and local income tax refunds, and taxable IRA income.
Returns w/All Other Federal Income Sources Profitreturns_w_all_other_federal_income_sources_profitreturns_w_all_other_federal_income_sources_profitNumberNumber of returns with all other federal income sources profit.
Farm Income Lossfarm_income_lossfarm_income_lossTextAmount of farm income loss reported.
Returns w/Farm Income Lossreturns_w_farm_income_lossreturns_w_farm_income_lossTextNumber of returns w/farm income loss.
Returns w/Farm Income Profitreturns_w_farm_income_profitreturns_w_farm_income_profitTextReturns w/farm income profit.
Estates And Trusts Lossestates_and_trusts_lossestates_and_trusts_lossTextAmount of estates and trusts loss reported.
Estates and Trusts Gainestates_and_trusts_gainestates_and_trusts_gainTextAmount of estates and trusts gain reported.
Returns w/Estates and Trusts Gainreturns_w_estates_and_trusts_gainreturns_w_estates_and_trusts_gainTextNumber of returns w/estates and trusts gain.
Partnerships and S-Corp Losspartnerships_and_s_corp_losspartnerships_and_s_corp_lossNumberAmount of partnerships and S Corporation loss reported. When an individual return reported income from two or more partnerships or S Corporations, all of the partnership and S corporation incomes, profits and losses were combined and the resulting loss was recorded.
Returns w/Partnerships and S-Corp Lossreturns_w_partnerships_and_s_corp_lossreturns_w_partnerships_and_s_corp_lossTextNumber of returns w/partnerships and S Corporation loss.
Partnerships and S-Corp Gainpartnerships_and_s_corp_gainpartnerships_and_s_corp_gainNumberAmount of partnerships and S Corporation gain reported. When an individual return reported income from two or more partnerships or S Corporations, all of the partnership and S corporation incomes, profits were combined and the resulting gain was recorded.
Rents and Royalties Lossrents_and_royalties_lossrents_and_royalties_lossNumberAmount of rents and royalties loss reported.
Returns w/Rents And Royalties Lossreturns_w_rents_and_royalties_lossreturns_w_rents_and_royalties_lossTextNumber of returns w/rents and royalties loss.
Rents And Royalties Profitrents_and_royalties_profitrents_and_royalties_profitNumberAmount of rents and royalties profit reported.
Returns w/Rents And Royalties Profitreturns_w_rents_and_royalties_profitreturns_w_rents_and_royalties_profitTextNumber of returns w/rents and royalties profit.
Net Sale Of Capital Assets Lossnet_sale_of_capital_assets_lossnet_sale_of_capital_assets_lossNumberAmount of net sale of capital assets loss reported.
Returns w/Net Sale Of Capital Assets Lossreturns_w_net_sale_of_capital_assets_lossreturns_w_net_sale_of_capital_assets_lossTextNumber of returns w/net sale of capital assets loss.
Net Sale Of Capital Assets Profitnet_sale_of_capital_assets_profitnet_sale_of_capital_assets_profitNumberAmount of net sale of capital assets profit reported.
Returns w/Net Sale Of Capital Assets Profitreturns_w_net_sale_of_capital_assets_profitreturns_w_net_sale_of_capital_assets_profitTextNumber of returns w/net sale of capital assets profit reported.
Business Income Lossbusiness_income_lossbusiness_income_lossNumberAmount of California business income loss reported.
Returns w/Business Income Lossreturns_w_business_income_lossreturns_w_business_income_lossTextNumber of returns w/business income loss reported.
Business Income Profitbusiness_income_profitbusiness_income_profitNumberAmount of California business income profit reported.
Taxable Pensions And Annuitiestaxable_pensions_and_annuitiestaxable_pensions_and_annuitiesNumberAmount of taxable pension and annuities reported.
Returns w/Taxable Pensions And Annuitiesreturns_w_taxable_pensions_and_annuitiesreturns_w_taxable_pensions_and_annuitiesNumberNumber of returns w/taxable pensions and annuities.
Taxable Dividendstaxable_dividendstaxable_dividendsNumberAmount of taxable dividends reported.
Returns w/Taxable Dividendsreturns_w_taxable_dividendsreturns_w_taxable_dividendsTextNumber of returns w/taxable dividends.
Taxable Interesttaxable_interesttaxable_interestNumberAmount of taxable interest reported.
Wages And Salarieswages_and_salarieswages_and_salariesNumberAmount of wages and salaries reported.
Returns w/Wages and Salariesreturns_w_wages_and_salariesreturns_w_wages_and_salariesTextNumber of returns w/wages and salaries reported.
Total Tax Liabilitytotal_tax_liabilitytotal_tax_liabilityNumberTax California taxpayers are obligated to pay.
Taxable Incometaxable_incometaxable_incomeNumberIncome subject to California personal income tax.
California AGIcalifornia_agicalifornia_agiNumberIncome before California deductions.
California Adjustmentscalifornia_adjustmentscalifornia_adjustmentsNumberCalifornia adjustments include adjustments to federal income.<br> These include items such as unemployment compensation, social security benefits, <br>railroad retirement benefits, California lottery winnings, IRA distributions and net operating loss carryovers.
Federal AGIfederal_agifederal_agiNumberFederal Adjusted Gross Income (AGI) is an individual's total gross income minus specific deductions or adjustments.
Taxable Returnstaxable_returnstaxable_returnsNumberNumber of California tax returns subject to tax.
All Returnsall_returnsall_returnsNumberNumber of California taxable and nontaxable returns filed for the tax year.
AGICagicagicTextAdjusted gross income classification (AGIC) is the category of taxpayers whose income falls within a specified CA adjusted gross income range.
AGIC_SortIDagic_sortidagic_sortidNumberID to sort AGIC
Taxable Yeartaxable_yeartaxable_yearNumberTaxable year for which tax returns were filed in a number format that can be used to filter and sort, as well as display in charts.
Returns w/Refundreturns_w_refundreturns_w_refundTextNumber of returns w/a refund.
Total Voluntary Contributionstotal_voluntary_contributionstotal_voluntary_contributionsTextAmount of total voluntary contributions.
Child and Dependent Care Creditchild_and_dependent_care_creditchild_and_dependent_care_creditTextAmount of child and dependent care credit. The credit was refundable until the law changed in 2011.
Other Taxes And Credit Recaptureother_taxes_and_credit_recaptureother_taxes_and_credit_recaptureNumberAmount of other taxes and credit recapture.
Returns w/Total Exemption Creditreturns_w_total_exemption_creditreturns_w_total_exemption_creditTextNumber of returns w/total exemption credit.
Total Federal Itemized Deductionstotal_federal_itemized_deductionstotal_federal_itemized_deductionsNumberAmount of total federal itemized deductions.
Returns w/Total Federal Itemized Deductionsreturns_w_total_federal_itemized_deductionsreturns_w_total_federal_itemized_deductionsTextNumber of returns w/total federal itemized deductions.
Returns w/Non-cash Contributionsreturns_w_non_cash_contributionsreturns_w_non_cash_contributionsTextNumber of returns w/non-cash contributions.
Returns w/State and Local Income Taxesreturns_w_state_and_local_income_taxesreturns_w_state_and_local_income_taxesTextNumber of returns with state and local income taxes.
Self-Employed Health Insuranceself_employed_health_insuranceself_employed_health_insuranceNumberAmount of self-employed health insurance reported.
Returns w/Self-Employed Health Insurancereturns_w_self_employed_health_insurancereturns_w_self_employed_health_insuranceTextNumber of returns w/self-employed health insurance.
Alternative Minimum Taxalternative_minimum_taxalternative_minimum_taxTextAmount of alternative minimum tax.
Individual Retirement Planindividual_retirement_planindividual_retirement_planNumberAmount of individual retirement plan contributions to Individual Retirement Accounts and Spousal Individual Retirement Accounts.
Returns w/Individual Retirement Planreturns_w_individual_retirement_planreturns_w_individual_retirement_planTextNumber of returns reporting individual retirement plan contributions to Individual Retirement Accounts and Spousal Individual Retirement Accounts.
Returns w/Total Incomereturns_w_total_incomereturns_w_total_incomeNumberNumber of returns w/total income.
Returns w/Estates And Trusts Lossreturns_w_estates_and_trusts_lossreturns_w_estates_and_trusts_lossTextNumber of returns w/estates and trusts loss.
Returns w/Business Income Profitreturns_w_business_income_profitreturns_w_business_income_profitTextReturns w/business income profit reported.
Returns w/Taxable Interestreturns_w_taxable_interestreturns_w_taxable_interestTextNumber of returns w/taxable interest.
California Deductionscalifornia_deductionscalifornia_deductionsNumberCalifornia deductions include itemized or standard deductions.
Moving Expensemoving_expensemoving_expenseTextAmount of moving expense deducted.
Farm Income Profitfarm_income_profitfarm_income_profitTextNumber of returns reporting farm income profit.
Returns w/Partnerships and S-Corp Gainreturns_w_partnerships_and_s_corp_gainreturns_w_partnerships_and_s_corp_gainTextNumber of returns w/partnerships and S Corporation gain.
Returns w/Total Interestreturns_w_total_interestreturns_w_total_interestTextNumber of returns w/total interest.
Returns w/Mortgage Interestreturns_w_mortgage_interestreturns_w_mortgage_interestTextNumber of returns w/mortgage interest.
Returns w/Estimated Taxes Paidreturns_w_estimated_taxes_paidreturns_w_estimated_taxes_paidNumberNumber of returns w/estimated taxes paid.
Returns w/Other Taxes And Credit Recapturereturns_w_other_taxes_and_credit_recapturereturns_w_other_taxes_and_credit_recaptureTextNumber of returns w/other taxes and credit recapture.