ny-gov/personal-income-tax-filers-summary-dataset-3-rt8x-r6c8
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Personal Income Tax Filers, Summary Dataset 3 - Statewide Major Items and Income & Deduction Components by Liability Status and Detail Income Range: Beginning Tax Year 2015

Beginning with tax year 2015, the Department of Taxation and Finance (hereafter “the Department”) began producing a new annual population data study file to provide more comprehensive statistical information on New York State personal income tax returns. The data are from full‐year resident, nonresident, and part‐year resident returns filed between January 1 and December 31 of the year after the start of the liability period (hereafter referred to as the “processing year”). The four datasets display major income tax components by tax year. This includes the distribution of New York adjusted gross income and tax liability by county or place of residence, as well as the value of deductions, exemptions, taxable income and tax before credits by size of income. In addition, three of the four datasets include all the components of income, the components of deductions, and the addition/subtraction modifications.

Caution: The current datasets are based on population data. For tax years prior to 2015, data were based on sample data. Data customers are advised to use caution when drawing conclusions comparing data for tax years prior to 2015 and subsequent tax years. Further details are included in the Overview.

Columns

NameSocrata field nameColumn name in sgr mountData typeDescription
Tax Before Creditstax_before_creditstax_before_creditsNumberAmount of NYS tax computed on the taxable income according to the tax rate schedules.
Number of Returnsnumber_of_returnsnumber_of_returnsNumberThe number of returns filed. Note: Married filing joint returns count as one.
Number with Loss from Business & Farm Incomenumber_with_loss_from_business_farm_incomenumber_with_loss_from_business_farm_incomeNumberCount of the number with negative NY‐source Business & Farm Income
Number with Additions State & Local Bond Interestnumber_with_additions_state_local_bond_interestnumber_with_additions_state_local_bond_interestNumberCount of the number with Additions of State & Local Bond Interest
Number with Taxes Paidnumber_with_taxes_paidnumber_with_taxes_paidNumberCount of the number with Taxes Paid
Sort on Statusessort_on_statusessort_on_statusesNumberSort Order on on Tax Liability Status and NYS Residency Status
Tax Yeartax_yeartax_yearNumberTax Year
Tax Liability Statustax_liability_statustax_liability_statusTextStatus of Tax Liability: Taxable, Non‐Taxable, or All Returns.  Taxable return has any amount of positive tax liability.  Non‐Taxable return has no or zero tax liability, or a negative tax liability resulting from refundable credits.  All Returns combines the Taxable and Non‐Taxable returns.
NYS Residency Statusnys_residency_statusnys_residency_statusTextStatus of NYS Residency: Full‐Year Resident, Full‐Year Nonresident, Part‐Year Resident, or All Filers.  Full‐Year Resident is a resident of New York State for the entire tax year.  Full‐Year Nonresident is a not a resident for the entire year.  Part‐Year Resident changes from a resident to a nonresident, or from a nonresident to a resident, during the tax year.  All Filers combines the above three residency statuses.
Number filing Singlenumber_filing_singlenumber_filing_singleNumberThe number of returns filed with Filing Status “Single”
Number filing Married Jointnumber_filing_married_jointnumber_filing_married_jointNumberThe number of returns with Filing Status “Married Joint”
Number filing Head of Householdnumber_filing_head_of_householdnumber_filing_head_of_householdNumberThe number of returns with Filing Status “Head of Household”
Gain from Capital&Supplemental Incomegain_from_capital_supplemental_incomegain_from_capital_supplemental_incomeNumberAmount of Gain from NY‐source Capital & Supplemental Income
Number with Loss from Capital&Supplemental Incomenumber_with_loss_from_capital_supplemental_incomenumber_with_loss_from_capital_supplemental_incomeNumberCount of the number with a positive NY‐source Capital & Supplemental Income
Gain from Business & Farm Incomegain_from_business_farm_incomegain_from_business_farm_incomeNumberAmount of Gain from NY‐source Business & Farm Income
All Other Incomeall_other_incomeall_other_incomeNumberAmount of All Other Income of NY‐source
Number with Additions Public Employee Retirement System Contributionsnumber_with_additions_public_employee_retirement_system_contributionsnumber_with_additions_public_employee_retirement_system_contribNumberCount of the number with Additions of Public Employee Retirement System Contributions
Additions Public Employee Retirement System Contributionsadditions_public_employee_retirement_system_contributionsadditions_public_employee_retirement_system_contributionsNumberAmount of Additions of Public Employee Retirement System Contribution
Number with Additions College Choice Tuition Savings Program Distributionsnumber_with_additions_college_choice_tuition_savings_program_distributionsnumber_with_additions_college_choice_tuition_savings_program_diNumberCount of the number with Additions of College Choice Tuition Savings Program Distributions
Number with Subtractions Federal Bond Interestnumber_with_subtractions_federal_bond_interestnumber_with_subtractions_federal_bond_interestNumberCount of Subtractions of Federal Bond Interest
Subtractions Federal Bond Interestsubtractions_federal_bond_interestsubtractions_federal_bond_interestNumberAmount of Subtractions of Federal Bond Interest
Number with Other NY Subtractionsnumber_with_other_ny_subtractionsnumber_with_other_ny_subtractionsNumberCount of the number with Other NY Subtractions
Number with Medical & Dental Expensesnumber_with_medical_dental_expensesnumber_with_medical_dental_expensesNumberCount of the number with Medical & Dental Expenses
Medical & Dental Expensesmedical_dental_expensesmedical_dental_expensesNumberAmount of Medical & Dental Expenses
Number with Other Deductionsnumber_with_other_deductionsnumber_with_other_deductionsNumberCount of the number with Other Deductions
Number with NY Itemized Deduction Adjustmentnumber_with_ny_itemized_deduction_adjustmentnumber_with_ny_itemized_deduction_adjustmentNumberCount of the number with NY Itemized Deduction Adjustment
NY Addition Adjustmentsny_addition_adjustmentsny_addition_adjustmentsNumberAmount of NY Addition Adjustments
NY Itemized Deduction Adjustmentny_itemized_deduction_adjustmentny_itemized_deduction_adjustmentNumberAmount of NY Itemized Deduction Adjustment
Income Taxes & Subtraction Adjustmentsincome_taxes_subtraction_adjustmentsincome_taxes_subtraction_adjustmentsNumberAmount of Income Taxes & Subtraction Adjustments
Pension/Annuity & IRA Incomepension_annuity_ira_incomepension_annuity_ira_incomeNumberAmount of NY‐source Pension/Annuity & IRA Income
Number with All Other Incomenumber_with_all_other_incomenumber_with_all_other_incomeNumberCount of the number with All Other Income of NY‐source
Number with Federal Adjustmentsnumber_with_federal_adjustmentsnumber_with_federal_adjustmentsNumberCount of the number with Federal Adjustments related to NYsource income
Federal Adjustmentsfederal_adjustmentsfederal_adjustmentsNumberAmount of Federal Adjustments related to NY‐source income
Federal Adjusted Gross Incomefederal_adjusted_gross_incomefederal_adjusted_gross_incomeNumberAmount of NY‐source income earned or received during the income year after certain federal exclusions and adjustments
Additions State & Local Bond Interestadditions_state_local_bond_interestadditions_state_local_bond_interestNumberAmount of Additions of State & Local Bond Interest
Additions College Choice Tuition Savings Program Distributionsadditions_college_choice_tuition_savings_program_distributionsadditions_college_choice_tuition_savings_program_distributionsNumberAmount of Additions of College Choice Tuition Savings Program Distributions
Number with Other NY Additionsnumber_with_other_ny_additionsnumber_with_other_ny_additionsNumberCount of the number with Other NY Additions
Other NY Additionsother_ny_additionsother_ny_additionsNumberAmount of Other NY Additions
Number with Subtractions State & Local Income Tax Refundsnumber_with_subtractions_state_local_income_tax_refundsnumber_with_subtractions_state_local_income_tax_refundsNumberCount of the number with Subtractions of State & Local Income Tax Refunds
Subtractions State & Local Income Tax Refundssubtractions_state_local_income_tax_refundssubtractions_state_local_income_tax_refundsNumberAmount of Subtractions State & Local Income Tax Refunds
Number with Income Taxes & Subtraction Adjustmentsnumber_with_income_taxes_subtraction_adjustmentsnumber_with_income_taxes_subtraction_adjustmentsNumberCount of the number with Income Taxes & Subtraction Adjustments
Federal Deductionsfederal_deductionsfederal_deductionsNumberAmount of Federal Deductions
Other Deductionsother_deductionsother_deductionsNumberAmount of Other Deductions
Sort on Income Rangesort_on_income_rangesort_on_income_rangeNumberSort Order on NY Adjusted Gross Income Range
NY Adjusted Gross Income Range (Fed.Col)ny_adjusted_gross_income_range_fed_colny_adjusted_gross_income_range_fed_colTextThe New York Adjusted Gross Income (NYAGI) ranges, based on the Federal‐source NYAGI (see the definition of “Federal Amount of NY Adjusted Gross Income”). Note: Each dataset has distinct income ranges.
NotesnotesnotesText“d/” ‐ Tax Law secrecy provisions prohibit the disclosure of the data; it means that the specific data blanked‐out in the following columns of that record have a value but could not be reported. The “Number of Returns” field determines whether or not the dollar‐amount of data can be disclosed in that row. See the Limitations section of the Overview on these notes: “1/” ‐ The data in two Filing Status fields for Full‐Year Nonresidents, except for Totals, is not reported. “2/” ‐ The data for Full‐Year Nonresidents and Part‐Year Residents on components of income, modifications, and deductions, except for Totals, is not reported. “3/” ‐ The data for Full‐Year Nonresidents and Part‐Year Residents in the highest three income ranges, except for Totals, is not reported. “4/” ‐ The data for modifications, except for Totals, is not reported.
Charitable Contributionscharitable_contributionscharitable_contributionsNumberAmount of Charitable Contributions
Number with Charitable Contributionsnumber_with_charitable_contributionsnumber_with_charitable_contributionsNumberCount of the number with Charitable Contributions
Taxes Paidtaxes_paidtaxes_paidNumberAmount of Taxes Paid
Other NY Subtractionsother_ny_subtractionsother_ny_subtractionsNumberAmount of Other NY Subtractions
Number filing Married Separate or Widow/Widowernumber_filing_married_separate_or_widow_widowernumber_filing_married_separate_or_widow_widowerNumberThe number of returns with Filing Status “Married Separate” or “Widow/Widower”
Federal Amount of NY Adjusted Gross Incomefederal_amount_of_ny_adjusted_gross_incomefederal_amount_of_ny_adjusted_gross_incomeNumberAmount of federal‐source NYAGI (New York Adjusted Gross Income). May be negative. For Full‐Year Nonresident and Part‐Year resident returns, this amount includes both non‐New York income and New Yorksource income; the amount computed in column one on the form IT‐203, page 2. For Full‐Year Resident returns, the Federal and NYS Amounts of New York Adjusted Gross Income are equal.
New York State Amount of NY Adjusted Gross Incomenew_york_state_amount_of_ny_adjusted_gross_incomenew_york_state_amount_of_ny_adjusted_gross_incomeNumberAmount of New York‐source NYAGI (New York Adjusted Gross Income). May be negative. The amount of federal adjusted gross income earned or received during the income year after certain modifications and before the subtraction of either the standard or itemized deductions, and dependent exemptions. For Full‐Year Nonresident and Part‐Year resident returns, the amount computed in column two on the form IT‐203, page 2. For Full‐Year Resident returns, the Federal and NYS Amounts of New York Adjusted Gross Income are equal.
Number with New York Standard Deductions Claimednumber_with_new_york_standard_deductions_claimednumber_with_new_york_standard_deductions_claimedNumberCount of the number of NY standard deductions claimed
New York Standard Deductions Claimednew_york_standard_deductions_claimednew_york_standard_deductions_claimedNumberAmount of NY standard deductions claimed, adjusted to reflect the cost of living adjustment.
Number with New York Itemized Deductions Claimednumber_with_new_york_itemized_deductions_claimednumber_with_new_york_itemized_deductions_claimedNumberCount of the number with NY itemized deductions claimed
New York Itemized Deductions Claimednew_york_itemized_deductions_claimednew_york_itemized_deductions_claimedNumberAmount of NY itemized deductions claimed.
Number with Deductions Usednumber_with_deductions_usednumber_with_deductions_usedNumberCount of the number using the standard or itemized deduction to reduce taxable income.
Deductions Useddeductions_useddeductions_usedNumberAmount of standard or itemized deductions used to reduce taxable income. The deduction used reflects the limitation against the Federal amount of NY Adjusted Gross Income.
Dependent Exemptions Claimeddependent_exemptions_claimeddependent_exemptions_claimedNumberAmount of the dependent exemptions claimed. The value of each New York State dependent exemption is $1,000.
Dependent Exemptions Useddependent_exemptions_useddependent_exemptions_usedNumberAmount of the dependent exemptions used to reduce taxable income. The dependent exemption used reflects the limitation against the Federal amount of NY Adjust Gross Income after deductions.
Taxable Incometaxable_incometaxable_incomeNumberAmount of income that is taxable. Specifically, the Federal amount of NY Adjusted Gross Income after reduced by deductions used and exemptions used.
Number with Subtractions Government Pension Exclusionnumber_with_subtractions_government_pension_exclusionnumber_with_subtractions_government_pension_exclusionNumberCount of the number with Subtractions of Government Pension Exclusion
Tax Creditstax_creditstax_creditsNumberAmount of refundable and nonrefundable credits claimed.
Tax Liabilitytax_liabilitytax_liabilityNumberAmount of NYS tax liability. May be negative due to refundable credits. The tax liability reflects the tax due (Tax Before Credits plus other NYS taxes), after nonrefundable and refundable credits. Negative values represent a refund. For Full‐Year Nonresident and Part‐Year Resident returns, this amount reflects NYS tax after allocation based on the ratio of New York‐source to federal‐source NYAGI.
Number with Wage and Salary Incomenumber_with_wage_and_salary_incomenumber_with_wage_and_salary_incomeNumberCount of the number with NY‐source wage and salary income.
Wage and Salary Incomewage_and_salary_incomewage_and_salary_incomeNumberAmount of NY‐source wage and salary income.
Number with Interestnumber_with_interestnumber_with_interestNumberCount of the number with NY‐source taxable interest income.
InterestinterestinterestNumberAmount of NY‐source taxable interest income.
Number with Dividendsnumber_with_dividendsnumber_with_dividendsNumberCount of the number with NY‐source ordinary dividend income.
DividendsdividendsdividendsNumberAmount of NY‐source ordinary dividend income.
Number with Gain from Capital&Supplemental Incomenumber_with_gain_from_capital_supplemental_incomenumber_with_gain_from_capital_supplemental_incomeNumberCount of the number with a positive NY‐source Capital & Supplemental Income
Loss from Capital&Supplemental Incomeloss_from_capital_supplemental_incomeloss_from_capital_supplemental_incomeNumberAmount of Loss from NY‐source Capital & Supplemental Income
Number with Gain Rent,Royalties,Prtnrshp,Estates,Trusts Incomenumber_with_gain_rent_royalties_prtnrshp_estates_trusts_incomenumber_with_gain_rent_royalties_prtnrshp_estates_trusts_incomeNumberCount of the number with positive NY‐source Rent, Royalties, Partnership, Estates, and Trusts Income
Gain from Rent,Royalties,Prtnrshp,Estates,Trusts Incomegain_from_rent_royalties_prtnrshp_estates_trusts_incomegain_from_rent_royalties_prtnrshp_estates_trusts_incomeNumberAmount of Gain from NY‐source Rent, Royalties, Partnership, Estates, and Trusts Income
Number with Loss from Rent,Royalties,Prtnrshp,Estates,Trusts Incomenumber_with_loss_from_rent_royalties_prtnrshp_estates_trusts_incomenumber_with_loss_from_rent_royalties_prtnrshp_estates_trusts_inNumberCount of the number with negative NY‐source Rent, Royalties, Partnership, Estates, and Trusts Income
Subtractions Government Pension Exclusionsubtractions_government_pension_exclusionsubtractions_government_pension_exclusionNumberAmount of Subtractions of Government Pension Exclusion
Number with Subtractions Taxable Social Security Incomenumber_with_subtractions_taxable_social_security_incomenumber_with_subtractions_taxable_social_security_incomeNumberCount of the number with Subtractions of Taxable Social Security Income
Subtractions Taxable Social Security Incomesubtractions_taxable_social_security_incomesubtractions_taxable_social_security_incomeNumberAmount of Subtractions of Taxable Social Security Income
Number with Subtractions Pension & Annuity Exclusionnumber_with_subtractions_pension_annuity_exclusionnumber_with_subtractions_pension_annuity_exclusionNumberCount of the number with Subtractions of Pension & Annuity Exclusion
Subtractions College Choice Tuition Savings Program Deductions/Earningssubtractions_college_choice_tuition_savings_program_deductions_earningssubtractionscollege_choice_tuition_savings_program_deductionsNumberAmount of Subtractions of College Choice Tuition SavingsProgram Deductions/Earnings
Number with Subtractions College Choice Tuition Savings Program Deductions/Earningsnumber_with_subtractions_college_choice_tuition_savings_program_deductions_earningsnumber_with_subtractions_college_choice_tuition_savings_programNumberCount of Subtractions of College Choice Tuition Savings Program Deductions/Earnings
Subtractions Pension & Annuity Exclusionsubtractions_pension_annuity_exclusionsubtractions_pension_annuity_exclusionNumberAmount of Subtractions of Pension & Annuity Exclusion
Loss from Rent,Royalties,Prtnrshp,Estates,Trusts Incomeloss_from_rent_royalties_prtnrshp_estates_trusts_incomeloss_from_rent_royalties_prtnrshp_estates_trusts_incomeNumberAmount of Loss from NY‐source Rent, Royalties, Partnership, Estates, and Trusts Income
Number with Gain from Business & Farm Incomenumber_with_gain_from_business_farm_incomenumber_with_gain_from_business_farm_incomeNumberCount of the number with positive NY‐source Business & Farm Income
Loss from Business & Farm Incomeloss_from_business_farm_incomeloss_from_business_farm_incomeNumber
Interest Paidinterest_paidinterest_paidNumberAmount of Interest Paid
Number with Interest Paidnumber_with_interest_paidnumber_with_interest_paidNumberCount of the number with Interest Paid
Number with Pension/Annuity & IRA Incomenumber_with_pension_annuity_ira_incomenumber_with_pension_annuity_ira_incomeNumberCount of the number with NY‐source Pension/Annuity & IRA Income
 
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