docs/us_economy/economy_tax_filer_income_county_year

economy_tax_filer_income_county_year

IRS SOI full line-item view: filer counts, income concepts, deductions, credits (A3). Tier A- (filer-only). History 1989-present at source; currently 2022 only.

tier a-admin_recordeconomyirssoiagifilersincometaxfull_line_items
grain
county-year
years
2022
cadence
Annual (released ~3 years after tax year)
overview

overview

3,142 counties. IRS SOI full line-item view of tax-filing population.

current vintage — Tax Year 2022

history — IRS SOI: 1989 to present at source; pipeline loads 2022 only

provenance

source & licensing

authority
U.S. Internal Revenue Service
dataset
IRS Statistics of Income (SOI) County-Level Data — full line-item view
license
Public domain (U.S. Federal Government work)
citation
U.S. Internal Revenue Service. Statistics of Income (SOI), County-Level Data - full line items, Tax Year 2022.
schema

fields

nametypedefinition
agi_per_filerfloat64 · dollars (nominal)Average AGI per tax return filed, in nominal dollars. Derived as agi_thousands divided by total_filers; higher values indicate greater average income among filers.
agi_thousandsint64 · thousands of dollarsAggregate Adjusted Gross Income (AGI) across all filers in the county, in thousands of nominal dollars. AGI is gross income minus above-the-line deductions as defined by the IRS.
business_income_thousandsfloat64 · thousands of dollarsAggregate net business income or loss reported on Schedule C across all returns, in thousands of nominal dollars. Reflects self-employment and sole proprietor activity.
charitable_contributions_thousandsfloat64 · thousands of dollarsAggregate charitable contribution deductions claimed across all itemizing returns, in thousands of nominal dollars. Only populated for returns in itemized_returns.
country_idkeystringISO alpha-2 country code (always 'US' for domestic tables).Part of primary key.
county_idkeystring5-character FIPS code identifying the county.Part of primary key. Joins dim.counties on county_id.
county_namestringHuman-readable county name corresponding to county_id.
efiled_returnsint64 · countNumber of returns submitted electronically. A subset of total_filers; higher values indicate greater adoption of electronic filing.
eitc_returnsint64 · countNumber of returns claiming the Earned Income Tax Credit (EITC). A proxy for the share of working-low-income filers; higher values indicate a greater concentration of lower-income working households.
filers_per_capitafloat64 · rate per 100kNumber of tax returns filed per 100,000 county residents. Derived from total_filers divided by county population; reflects filing propensity relative to population size.
hoh_returnsint64 · countNumber of returns filed with head-of-household filing status. A subset of total_filers.
itemized_returnsint64 · countNumber of returns on which filers chose to itemize deductions rather than take the standard deduction. A subset of total_filers.
joint_returnsint64 · countNumber of returns filed as married filing jointly. A subset of total_filers.
mortgage_interest_thousandsfloat64 · thousands of dollarsAggregate mortgage interest deduction claimed across all itemizing returns, in thousands of nominal dollars. Only populated for returns in itemized_returns.
ordinary_dividends_thousandsfloat64 · thousands of dollarsAggregate ordinary dividend income reported across all returns, in thousands of nominal dollars. Includes both qualified and non-qualified dividends as reported on Schedule B.
salaries_wages_thousandsfloat64 · thousands of dollarsAggregate wages, salaries, and tips reported on all returns, in thousands of nominal dollars. Typically the largest component of total income.
single_returnsint64 · countNumber of returns filed with single filing status. A subset of total_filers.
social_security_thousandsfloat64 · thousands of dollarsAggregate taxable Social Security benefits reported across all returns, in thousands of nominal dollars. Only the taxable portion (up to 85%) is included per IRS reporting rules.
state_idkeystring2-character FIPS code identifying the state.Part of primary key. Joins dim.states on state_id.
tax_exempt_interest_thousandsfloat64 · thousands of dollarsAggregate tax-exempt interest income (e.g., from municipal bonds) reported across all returns, in thousands of nominal dollars. Reported on returns but excluded from AGI.
tax_yearint64Tax year for which the IRS Statistics of Income (SOI) data was filed. Corresponds to the calendar year of income, not the filing date.
taxable_interest_thousandsfloat64 · thousands of dollarsAggregate taxable interest income reported across all returns, in thousands of nominal dollars. Includes bank interest and other fully taxable interest.
total_filersint64 · countTotal number of individual income tax returns filed in the county for the tax year. Includes all filing statuses.
total_income_thousandsfloat64 · thousands of dollarsAggregate total income reported across all returns before above-the-line deductions, in thousands of nominal dollars. Broader than AGI as it precedes deductions.
unemployment_comp_thousandsfloat64 · thousands of dollarsAggregate unemployment compensation reported across all returns, in thousands of nominal dollars. Higher values indicate greater reliance on unemployment benefits in the county.
relationships

joins

primary key
county_id, state_id, country_id, year
common joins
dim.geographies on geo_id
economy_household_income_distribution_county_year on (county_id, year)
economy_income_composition_county_year on (county_id, year)
usage

how to use this table

method

Aggregated Form 1040 line items by 5-digit county FIPS. Includes filer counts, AGI, salaries, business income, investment income, deductions, credits.

do not use for

Non-filer households (~10-15%); income below filing threshold; pre-tax compensation (line items reflect post-deduction definitions).

known issues

Filer-only. SOI suppresses small-county detail. Post-TCJA itemizing changes affect related fields.

last updated · Jul 7, 2026