Total Income And Tax Liability By Place Of Residence: Beginning Tax Year 1999

data.ny.gov | Last Updated 24 Jan 2019

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.

Tags: tax, income, liability, county

This dataset has the following 22 columns:

Column NameAPI Column NameData TypeDescriptionSample Values
Tax Yeartax_yearnumberTax year
Resident Typeresident_typetextType of resident: Full-Year Resident, Full-Year Nonresident, Part-Year Nonresident
Place of Residenceplace_of_residencetextName of the New York State County, State or Country of Residence Note: for Full-Year Nonresidents, the data may not be consistently available. + Resident returns that could not be classified by county ++ Includes resident tax returns with an out-of-state address +++ Includes other foreign countries ++++ Includes unclassified and individuals filing a nonresident tax return but containing a New York address.
CountrycountrytextName of Country +++ Includes other foreign countries ++++ Includes unclassified and individuals filing a nonresident tax return but containing a New York address
StatestatetextName of State
CountycountytextName of New York State County. + Resident returns that could not be classified by county. ++ Includes resident tax returns with an out-of-state address.
DisclosuredisclosuretextIdentifies whether the data in the next 9 columns have a value, but is not reported. d/ - Tax Law secrecy provisions prohibit the disclosure of the data
Number of All Returnsnumber_of_all_returnsnumberCount of the number of return filings (note: married filing joint returns count as one)
NY AGI of All Returns (in thousands) *ny_agi_of_all_returns_in_thousandsnumberNew 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
Tax Liability of All Returns (in thousands) **tax_liability_of_all_returns_in_thousandsnumberTax Liability from return filings. ** Includes refundable tax credits
Number of Taxable Returnsnumber_of_taxable_returnsnumberCount of the number of taxable return filings (note: married filing joint returns count as one)
NY AGI of Taxable Returns (in thousands) *ny_agi_of_taxable_returns_in_thousandsnumberNew York Adjusted Gross Income from taxable 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
Tax Liability of Taxable Returns (in thousands) **tax_liability_of_taxable_returns_in_thousandsnumberTax Liability from taxable return filings. Note: for Full-Year Nonresidents the data may not be available.
Number of Nontaxable Returnsnumber_of_nontaxable_returnsnumberCount of the number of non-taxable return filings (note: married filing joint returns count as one)
NY AGI of Nontaxable Returns (in thousands) *ny_agi_of_nontaxable_returns_in_thousandsnumberNew York Adjusted Gross Income from non-taxable return filings
Tax Liability of Nontaxable Returns (in thousands) **tax_liability_of_nontaxable_returns_in_thousandsnumberTax Liability from non-taxable return filings. Note: for tax years prior to 2011 the data may not be available. ** Includes refundable tax credits
Average NY AGI of All Returnsaverage_ny_agi_of_all_returnsnumberAverage New York Adjusted Gross Income from all return filings
Average Tax of All Returnsaverage_tax_of_all_returnsnumberAverage Tax Liability from all return filings
Average NY AGI of Taxable Returnsaverage_ny_agi_of_taxable_returnsnumberAverage New York Adjusted Gross Income from taxable return filings
Average Tax of Taxable Returnsaverage_tax_of_taxable_returnsnumberAverage Tax Liability from taxable return filings. Note: for Full-Year Nonresidents the data may not be available.
Average NY AGI of Nontaxable Returnsaverage_ny_agi_of_nontaxable_returnsnumberAverage New York Adjusted Gross Income from non-taxable return filings
County Sort Ordercounty_sort_ordernumberSort Order on Place of Residence