Income Tax Components by Size of Income by Place of Residence: Beginning Tax Year 1999

Dataset

Name Value
Catalog Link
Metadata Link
Data: JSON 100 Rows
Data: CSV 100 Rows
Host data.ny.gov
Id 5bb2-yb85
Name Income Tax Components by Size of Income by Place of Residence: Beginning Tax Year 1999
Attribution New York State Department of Taxation and Finance
Category Government & Finance
Tags tax, income, liability, county
Created 2014-04-17T15:08:38Z
Publication Date 2017-02-06T23:07:05Z

Description

The Department of Taxation and Finance annually produces a data (study) file and provides a report of statistical information on New York State personal income tax returns that were timely filed. Timely filing means that the tax return was delivered to the Department on or before the due date of the tax return. The data are from full-year resident, full-year nonresident, and part-year resident returns. This dataset defines individuals filing a resident tax return as full-year residents and individuals filing a nonresident tax return are defined as either a full- year nonresident or a part-year resident.Data presented in this dataset provide the major income tax structure components by size of income. The components include income, deductions, dependent exemptions, and tax liability. The data also provides this information by size of income and by the filer?s permanent place of residence (county, state or country). For a more detailed explanation on the determination of residency and components of income see the attachment: NYSTF_PlaceOfResidence_Introduction.Researchers agree to: Use the data for statistical reporting an analysis only. The author will include a disclaimer that states any analyses, interpretations or conclusions were reached by the author and not the New York State Department of Taxation and Finance.

Columns

| Included | Schema Type    | Field Name                                       | Name                                               | Data Type | Render Type |
| ======== | ============== | ================================================ | ================================================== | ========= | =========== |
| Yes      | time           | tax_year                                         | Tax Year                                           | number    | number      |
| Yes      | series tag     | resident_type                                    | Resident Type                                      | text      | text        |
| Yes      | series tag     | place_of_residence                               | Place of Residence                                 | text      | text        |
| Yes      | series tag     | country                                          | Country                                            | text      | text        |
| Yes      | series tag     | state                                            | State                                              | text      | text        |
| Yes      | series tag     | county                                           | County                                             | text      | text        |
| Yes      | series tag     | income_class                                     | Income Class                                       | text      | text        |
| Yes      | series tag     | disclosure                                       | Disclosure                                         | text      | text        |
| Yes      | numeric metric | number_of_all_returns                            | Number of All Returns                              | number    | number      |
| Yes      | numeric metric | ny_agi_of_all_returns_in_thousands               | NY AGI of All Returns (in thousands) *             | number    | number      |
| Yes      | numeric metric | deductions_of_all_returns_in_thousands           | Deductions of All Returns (in thousands)           | number    | number      |
| Yes      | numeric metric | dependent_exemptions_of_all_returns_in_thousands | Dependent Exemptions of All Returns (in thousands) | number    | number      |
| Yes      | numeric metric | taxable_income_of_all_returns_in_thousands       | Taxable Income of All Returns (in thousands)       | number    | number      |
| Yes      | numeric metric | tax_before_credits_of_all_returns_in_thousands   | Tax Before Credits of All Returns (in thousands)   | number    | number      |
| Yes      | numeric metric | tax_liability_of_all_returns_in_thousands        | Tax Liability of All Returns (in thousands) **     | number    | number      |
| Yes      | numeric metric | place_of_residence_sort_order                    | Place of Residence Sort Order                      | number    | number      |
| Yes      | numeric metric | income_class_sort_order                          | Income Class Sort Order                            | number    | number      |

Time Field

Value = tax_year
Format & Zone = yyyy

Data Commands

series e:5bb2-yb85 d:2012-01-01T00:00:00.000Z t:income_class="40,000 - 49,999" t:place_of_residence=Ireland t:resident_type="Full-Year Nonresident" t:county="Not Applicable" t:state="Not Applicable" t:disclosure=d/ t:country=Ireland m:place_of_residence_sort_order=205 m:income_class_sort_order=6

series e:5bb2-yb85 d:2012-01-01T00:00:00.000Z t:income_class="50,000 - 59,999" t:place_of_residence=Ireland t:resident_type="Full-Year Nonresident" t:county="Not Applicable" t:state="Not Applicable" t:disclosure=d/ t:country=Ireland m:place_of_residence_sort_order=205 m:income_class_sort_order=7

series e:5bb2-yb85 d:2012-01-01T00:00:00.000Z t:income_class="60,000 - 74,999" t:place_of_residence=Ireland t:resident_type="Full-Year Nonresident" t:county="Not Applicable" t:state="Not Applicable" t:disclosure=d/ t:country=Ireland m:place_of_residence_sort_order=205 m:income_class_sort_order=8

Meta Commands

metric m:number_of_all_returns p:integer l:"Number of All Returns" d:"Count of the number of return filings (note: married filing joint returns count as one)" t:dataTypeName=number

metric m:ny_agi_of_all_returns_in_thousands p:double l:"NY AGI of All Returns (in thousands) *" d:"New York Adjusted Gross Income from return filings. * New York Adjusted Gross Income on resident tax forms and Federal source New York Adjusted Gross Income (includes non-New York income) on non-resident tax forms" t:dataTypeName=number

metric m:deductions_of_all_returns_in_thousands p:double l:"Deductions of All Returns (in thousands)" d:"Deductions from return filings" t:dataTypeName=number

metric m:dependent_exemptions_of_all_returns_in_thousands p:double l:"Dependent Exemptions of All Returns (in thousands)" d:"Value of New York exemption of $1,000 for each dependent claimed on the taxpayer?s federal income tax return" t:dataTypeName=number

metric m:taxable_income_of_all_returns_in_thousands p:double l:"Taxable Income of All Returns (in thousands)" d:"Value of subtracting allowable deductions and exemptions from New York Adjusted Gross Income from return filings, and multiplying the remainder by the appropriate New York State tax rate schedule" t:dataTypeName=number

metric m:tax_before_credits_of_all_returns_in_thousands p:double l:"Tax Before Credits of All Returns (in thousands)" d:"Tax Liability from return filings based on New York taxable income before subtraction of allowable credits." t:dataTypeName=number

metric m:tax_liability_of_all_returns_in_thousands p:double l:"Tax Liability of All Returns (in thousands) **" d:"Tax Liability from return filings ** Includes refundable tax credits" t:dataTypeName=number

metric m:place_of_residence_sort_order p:integer l:"Place of Residence Sort Order" d:"Sort Order on Place of Residence" t:dataTypeName=number

metric m:income_class_sort_order p:integer l:"Income Class Sort Order" d:"Sort Order on Income Class" t:dataTypeName=number

entity e:5bb2-yb85 l:"Income Tax Components by Size of Income by Place of Residence: Beginning Tax Year 1999" t:attribution="New York State Department of Taxation and Finance" t:url=https://data.ny.gov/api/views/5bb2-yb85

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Top Records

| tax_year | resident_type         | place_of_residence | country      | state          | county         | income_class    | disclosure | number_of_all_returns | ny_agi_of_all_returns_in_thousands | deductions_of_all_returns_in_thousands | dependent_exemptions_of_all_returns_in_thousands | taxable_income_of_all_returns_in_thousands | tax_before_credits_of_all_returns_in_thousands | tax_liability_of_all_returns_in_thousands | place_of_residence_sort_order | income_class_sort_order | 
| ======== | ===================== | ================== | ============ | ============== | ============== | =============== | ========== | ===================== | ================================== | ====================================== | ================================================ | ========================================== | ============================================== | ========================================= | ============================= | ======================= | 
| 2012     | Full-Year Nonresident | Ireland            | Ireland      | Not Applicable | Not Applicable | 40,000 - 49,999 | d/         |                       |                                    |                                        |                                                  |                                            |                                                |                                           | 205                           | 6                       | 
| 2012     | Full-Year Nonresident | Ireland            | Ireland      | Not Applicable | Not Applicable | 50,000 - 59,999 | d/         |                       |                                    |                                        |                                                  |                                            |                                                |                                           | 205                           | 7                       | 
| 2012     | Full-Year Nonresident | Ireland            | Ireland      | Not Applicable | Not Applicable | 60,000 - 74,999 | d/         |                       |                                    |                                        |                                                  |                                            |                                                |                                           | 205                           | 8                       | 
| 2012     | Full-Year Nonresident | A.P.O./F.P.O       | A.P.O./F.P.O | All            | All            | Under 5,000     |            | 632                   | -2644.474                          | 105.089                                | 0                                                | 1.904                                      | 0.076                                          | 0.049                                     | 150                           | 1                       | 
| 2012     | Full-Year Nonresident | A.P.O./F.P.O       | A.P.O./F.P.O | All            | All            | 5,000 - 9,999   |            | 58                    | 432.807                            | 254.527                                | 0                                                | 20.854                                     | 0.833                                          | 1.425                                     | 150                           | 2                       | 
| 2012     | Full-Year Nonresident | A.P.O./F.P.O       | A.P.O./F.P.O | All            | All            | 10,000 - 19,999 |            | 194                   | 3036.929                           | 1231.648                               | 35.233                                           | 661.395                                    | 27.214                                         | 23.048                                    | 150                           | 3                       | 
| 2012     | Full-Year Nonresident | A.P.O./F.P.O       | A.P.O./F.P.O | All            | All            | 20,000 - 29,999 |            | 299                   | 7270.071                           | 1785.279                               | 81                                               | 2359.973                                   | 105.395                                        | 85.225                                    | 150                           | 4                       | 
| 2012     | Full-Year Nonresident | A.P.O./F.P.O       | A.P.O./F.P.O | All            | All            | 30,000 - 39,999 |            | 178                   | 6152.424                           | 1186.023                               | 76                                               | 1917.596                                   | 87.272                                         | 56.488                                    | 150                           | 5                       | 
| 2012     | Full-Year Nonresident | A.P.O./F.P.O       | A.P.O./F.P.O | All            | All            | 40,000 - 49,999 |            | 84                    | 3739.273                           | 510                                    | 19                                               | 1193.835                                   | 57.203                                         | 28.098                                    | 150                           | 6                       | 
| 2012     | Full-Year Nonresident | A.P.O./F.P.O       | A.P.O./F.P.O | All            | All            | 50,000 - 59,999 |            | 73                    | 3970.752                           | 299.475                                | 14                                               | 730.973                                    | 39.635                                         | 18.415                                    | 150                           | 7                       |