2001 UTAH INCOME TAX RETURN STATISTICS
BY TAX LINE; BY RESIDENCY
TABLE 3
RESIDENCY=NON OR PART RESIDENT
TAX LINE NUMBER TOTAL MEAN MEDIAN P10 P25 P75 P90
TOTAL EXEMPTIONS 71,428 $167,411 $2 $2 $1 $1 $3 $5
DISABLED EXEMPTIONS 240 $286 $1 $1 $1 $1 $1 $2
ADJUSTED GROSS INCOME 78,040 $16,622,307,013 $212997 $32,460 $6,823 $14,137 $68,448 $153550
STATE INCOME TAX ADD BACK 30,371 $792,498,114 $26,094 $3,064 $515 $1,382 $7,067 $23,967
ALL ADDITIONS 130 $130,497,226 1003825 $3,115 $176 $564 $18,362 $121499
LUMP SUM DISTRIBUTIONN 75 $128,266,937 1710226 $4,437 $307 $868 $29,329 $169750
TRUST TAXES 20 $66,469 $3,323 $493 . . . .
MEDICAL SAVING ADDITION 27 $2,107,079 $78,040 $3,591 . . . .
ADOPTION REFUND ADDITION 8 . . . . . . .
FEDERAL DEDUCTIONS 77,508 $3,136,384,172 $40,465 $7,600 $4,550 $4,550 $15,125 $33,536
PERSONAL EXEMPTION $ 67,156 $333,137,174 $4,961 $4,350 $2,175 $2,175 $6,525 $8,700
ONE-HALF FEDERAL TAX 63,653 $2,059,919,118 $32,362 $1,620 $152 $512 $4,904 $17,333
STATE TAX REFUND DEDUCTION 18,561 $125,978,023 $6,787 $701 $105 $299 $1,627 $6,089
TAXPAYER 65 OR OLDER 3,659 $3,661 $1 $1 $1 $1 $1 $1
SPOUSE 65 OR OLDER 1,805 $1,805 $1 $1 $1 $1 $1 $1
RETIREMENT EXEMPTION 2,206 $15,689,083 $7,112 $7,500 $1,121 $3,801 $9,105 $15,000
TOTAL OTHER DEDUCTIONS 9,102 $175,832,921 $19,318 $1,185 $88 $400 $2,995 $9,957
U.S. INTEREST 3,753 $154,179,069 $41,082 $657 $18 $92 $5,540 $34,428
MEDICAL SAVING DEDUCTION 2 . . . . . . .
EDUCATION SAVING DEDUCTION 39 $94,361 $2,420 $1,365 . . . .
HEALTH INSURANCE PREMIUM 4,849 $7,910,625 $1,631 $1,128 $250 $566 $2,107 $3,384
LONG TERM INSURANCE PREMIUM 160 $181,046 $1,132 $721 $90 $288 $1,476 $2,435
ADOPTION EXPENSE 32 $177,566 $5,549 $3,683 . . . .
NATIVE AMERICAN 129 $2,449,379 $18,987 $12,332 $1,722 $4,548 $23,069 $49,696
RR RETIREMENT 20 $331,110 $16,556 $15,372 . . . .
EQUITABLE ADJUSTMENTS 118 $7,561,387 $64,080 $2,183 $128 $635 $12,342 $35,337
UTAH TAXABLE INCOME 68,886 $11,915,582,741 $172975 $22,315 $2,853 $8,079 $50,776 $122376
UTAH INCOME TAX LIABILITY 64,650 $67,464,367 $1,044 $306 $21 $79 $939 $2,113
NON-RES. UTAH TAXABLE INCOME 73,819 $1,645,201,860 $22,287 $8,868 $1,320 $3,377 $21,755 $44,285
NON-RES ADJUSTED GROSS INCOME 77,876 $16,681,059,386 $214200 $32,559 $6,834 $14,164 $68,608 $154319
TOTAL NON-REFUNDABLE CREDITS 654 $1,362,615 $2,084 $100 $24 $81 $224 $1,137
TAXES TO OTHER STATE 238 $1,267,303 $5,325 $281 $24 $76 $1,036 $2,695
AT HOME PARENT 374 $34,458 $92 $100 $20 $81 $100 $100
QUALIFIED WORKSHOP 4 . . . . . . .
RENEWABLE ENERGY SYSTEM 2 . . . . . . .
CLEAN FUEL 8 . . . . . . .
HISTORICAL PRESERVATION 6 . . . . . . .
ENTERPRISE ZONE 3 . . . . . . .
LOW-INCOME HOUSING 7 . . . . . . .
TUTORING DISABLED 3 . . . . . . .
RESEARCH ACTIVITIES 9 . . . . . . .
TOTAL CONTRIBUTIONS 432 $8,970 $21 $10 $2 $5 $20 $50
HOMELESS 80 $1,316 $16 $9 $2 $2 $17 $31
ORGAN TRANSPLANT 126 $2,029 $16 $6 $2 $5 $10 $29
NONGAME WILDLIFE 121 $1,613 $13 $5 $1 $3 $10 $30
SCHOOL DISTRICT 80 $1,001 $13 $5 $1 $2 $11 $25
OTHER CONTRIBUTIONS 42 $607 $14 $10 . . . .
TOTAL OTHER PAYMENTS 304 $14,631 $48 $15 $3 $7 $38 $95
USE TAX 304 $14,631 $48 $15 $3 $7 $38 $95
TOTAL TAX 64,319 $37,924,377 $590 $92 $1 $12 $453 $1,308
P? VALUES ARE PERCENTILES, i.e. P10=TENTH PERCENTILE
2001 UTAH INCOME TAX RETURN STATISTICS
BY TAX LINE; BY RESIDENCY
TABLE 3
RESIDENCY=NON OR PART RESIDENT
(continued)
TAX LINE NUMBER TOTAL MEAN MEDIAN P10 P25 P75 P90
WITHHOLDING 62,607 $55,441,731 $886 $369 $39 $120 $1,006 $2,139
PREPAID TAXES 2,734 $11,361,680 $4,156 $802 $50 $194 $2,500 $7,200
TOTAL REFUNDABLE CREDITS 2,363 $9,220,183 $3,902 $430 $38 $110 $1,745 $5,785
SPECIAL NEEDS ADOPTION 9 . . . . . . .
NON-RESIDENT'S WITHHOLDING 1,485 $7,866,390 $5,297 $631 $42 $145 $2,168 $7,275
MINERAL PRODUCTION WITHHOLDING 848 $1,169,691 $1,379 $241 $35 $82 $917 $2,715
OFF-HIGHWAY GAS TAX 21 $15,165 $722 $127 . . . .
WITHHOLDING AND CREDITS 66,746 $76,023,594 $1,139 $384 $40 $123 $1,060 $2,302
NET REFUND 56,141 $20,551,508 $366 $151 $20 $58 $327 $660
TAXES DUE WITH RETURN 9,102 $5,152,023 $566 $29 $0 $2 $226 $969
PAID TAXES 17,079 $9,901,425 $580 $88 $7 $24 $343 $1,180
PAID PENALTY 1,836 $144,010 $78 $23 $4 $14 $59 $154
PAID INTEREST 3,933 $78,173 $20 $2 $0 $0 $8 $28
PENALTY ASSESSED 1,980 $162,404 $82 $24 $4 $14 $60 $160
INTEREST ASSESSED 4,152 $86,177 $21 $2 $0 $0 $8 $29
P? VALUES ARE PERCENTILES, i.e. P10=TENTH PERCENTILE
2001 UTAH INCOME TAX RETURN STATISTICS
BY TAX LINE; BY RESIDENCY
TABLE 3
RESIDENCY=FULL YEAR RESIDENT
TAX LINE NUMBER TOTAL MEAN MEDIAN P10 P25 P75 P90
TOTAL EXEMPTIONS 786,455 $2,018,417 $3 $2 $1 $1 $4 $5
DISABLED EXEMPTIONS 9,518 $10,505 $1 $1 $1 $1 $1 $1
ADJUSTED GROSS INCOME 882,270 $38,447,024,131 $43,577 $28,912 $4,951 $12,872 $54,830 $84,829
STATE INCOME TAX ADD BACK 361,636 $1,411,093,848 $3,902 $2,748 $914 $1,711 $4,205 $6,451
ALL ADDITIONS 1,177 $9,204,474 $7,820 $1,113 $42 $267 $3,473 $10,000
LUMP SUM DISTRIBUTIONN 521 $5,342,311 $10,254 $2,082 $42 $388 $6,119 $17,235
TRUST TAXES 391 $1,630,618 $4,170 $447 $27 $117 $1,537 $5,932
MEDICAL SAVING ADDITION 124 $1,821,575 $14,690 $810 $50 $170 $2,093 $4,528
EDUCATION SAVING ADDITION 20 $76,072 $3,804 $1,365 . . . .
ADOPTION REFUND ADDITION 117 $318,311 $2,721 $2,500 $650 $1,102 $3,155 $4,100
ALL OTHER ADDITIONS 3 . . . . . . .
FEDERAL DEDUCTIONS 884,861 $11,454,762,555 $12,945 $7,600 $4,550 $4,550 $13,930 $22,242
PERSONAL EXEMPTION $ 781,313 $4,330,372,880 $5,542 $4,350 $2,175 $2,175 $8,700 $10,875
ONE-HALF FEDERAL TAX 683,090 $2,181,642,244 $3,194 $1,307 $131 $452 $2,826 $5,889
STATE TAX REFUND DEDUCTION 210,800 $176,423,294 $837 $552 $138 $303 $894 $1,382
TAXPAYER 65 OR OLDER 77,432 $77,457 $1 $1 $1 $1 $1 $1
SPOUSE 65 OR OLDER 36,694 $36,694 $1 $1 $1 $1 $1 $1
RETIREMENT EXEMPTION 73,150 $625,101,239 $8,545 $7,500 $2,707 $5,426 $13,638 $15,000
TOTAL OTHER DEDUCTIONS 97,127 $262,723,457 $2,705 $1,200 $154 $600 $2,456 $4,543
U.S. INTEREST 22,623 $72,562,206 $3,207 $317 $13 $50 $1,701 $6,176
MEDICAL SAVING DEDUCTION 59 $77,072 $1,306 $600 $120 $300 $1,512 $3,854
EDUCATION SAVING DEDUCTION 1,151 $3,541,385 $3,077 $2,300 $400 $1,000 $4,095 $6,000
HEALTH INSURANCE PREMIUM 67,144 $108,605,739 $1,618 $1,200 $388 $600 $2,211 $3,339
LONG TERM INSURANCE PREMIUM 2,343 $3,177,094 $1,356 $860 $166 $374 $1,733 $2,708
ADOPTION EXPENSE 870 $4,563,985 $5,246 $2,232 $400 $750 $7,557 $14,417
NATIVE AMERICAN 1,221 $28,004,617 $22,936 $17,838 $4,416 $9,543 $28,804 $47,441
RR RETIREMENT 1,229 $14,057,410 $11,438 $9,847 $1,147 $2,927 $17,569 $24,545
EQUITABLE ADJUSTMENTS 478 $4,076,140 $8,527 $1,191 $75 $337 $3,490 $14,699
UTAH TAXABLE INCOME 714,785 $23,040,428,559 $32,234 $20,361 $2,701 $8,214 $39,208 $62,496
UTAH INCOME TAX LIABILITY 714,016 $1,482,921,492 $2,077 $1,234 $84 $403 $2,528 $4,144
NON-RES. UTAH TAXABLE INCOME 21 $334,685 $15,937 $9,417 . . . .
NON-RES ADJUSTED GROSS INCOME 22 $10,269,844 $466811 $16,817 . . . .
TOTAL NON-REFUNDABLE CREDITS 16,384 $24,176,800 $1,476 $115 $25 $82 $609 $2,280
TAXES TO OTHER STATE 11,662 $22,516,529 $1,931 $250 $18 $62 $964 $3,071
AT HOME PARENT 3,827 $412,956 $108 $100 $93 $100 $100 $100
QUALIFIED WORKSHOP 137 $16,325 $119 $105 $25 $50 $200 $200
RENEWABLE ENERGY SYSTEM 53 $48,433 $914 $769 $50 $146 $1,257 $2,000
CLEAN FUEL 249 $14,317 $57 $50 $50 $50 $50 $50
CLEAN FUEL VEHICLE 1 . . . . . . .
HISTORICAL PRESERVATION 125 $462,789 $3,702 $2,541 $591 $1,380 $4,585 $8,136
ENTERPRISE ZONE 99 $299,143 $3,022 $1,175 $116 $306 $3,620 $8,617
LOW-INCOME HOUSING 45 $69,682 $1,548 $377 . . . .
HIRING DISABLED 1 . . . . . . .
RECYCLING MARKET 60 $67,674 $1,128 $393 $79 $139 $1,532 $2,647
TUTORING DISABLED 83 $9,721 $117 $100 $65 $100 $100 $100
RESEARCH ACTIVITIES 39 $59,530 $1,526 $300 . . . .
RESEARCH EQUIPMENT 3 . . . . . . .
TOTAL CONTRIBUTIONS 13,616 $327,670 $24 $10 $2 $5 $25 $50
HOMELESS 3,331 $59,348 $18 $10 $2 $2 $20 $40
ORGAN TRANSPLANT 4,453 $59,341 $13 $10 $2 $4 $15 $25
P? VALUES ARE PERCENTILES, i.e. P10=TENTH PERCENTILE
2001 UTAH INCOME TAX RETURN STATISTICS
BY TAX LINE; BY RESIDENCY
TABLE 3
RESIDENCY=FULL YEAR RESIDENT
(continued)
TAX LINE NUMBER TOTAL MEAN MEDIAN P10 P25 P75 P90
NONGAME WILDLIFE 3,107 $35,795 $12 $5 $2 $2 $10 $25
SCHOOL DISTRICT 2,437 $32,660 $13 $5 $1 $2 $10 $25
OTHER CONTRIBUTIONS 822 $21,784 $27 $10 $2 $5 $20 $50
TOTAL OTHER PAYMENTS 5,064 $211,583 $42 $20 $4 $10 $42 $96
USE TAX 5,064 $211,583 $42 $20 $4 $10 $42 $96
TOTAL TAX 714,557 $1,459,287,958 $2,042 $1,226 $82 $397 $2,513 $4,116
WITHHOLDING 782,354 $1,440,061,831 $1,841 $1,210 $101 $396 $2,495 $4,054
PREPAID TAXES 16,924 $131,856,298 $7,791 $2,350 $180 $744 $5,500 $13,500
TOTAL REFUNDABLE CREDITS 3,284 $1,567,715 $477 $116 $14 $40 $316 $779
SPECIAL NEEDS ADOPTION 60 $77,906 $1,298 $1,000 $1,000 $1,000 $2,000 $2,000
NON-RESIDENT'S WITHHOLDING 17 $268,321 $15,784 $2,177 . . . .
MINERAL PRODUCTION WITHHOLDING 1,655 $817,462 $494 $72 $7 $22 $235 $807
OFF-HIGHWAY GAS TAX 1,552 $381,916 $246 $140 $29 $63 $324 $566
WITHHOLDING AND CREDITS 790,566 $1,573,485,844 $1,990 $1,227 $102 $402 $2,539 $4,164
NET REFUND 682,289 $335,500,434 $492 $314 $59 $155 $600 $993
TAXES DUE WITH RETURN 157,658 $217,297,236 $1,378 $414 $32 $115 $1,317 $3,036
PAID TAXES 150,709 $209,186,679 $1,388 $399 $30 $108 $1,331 $3,075
PAID PENALTY 15,248 $1,857,561 $122 $46 $20 $20 $113 $246
PAID INTEREST 25,588 $763,443 $30 $7 $0 $2 $24 $60
PENALTY ASSESSED 17,253 $2,199,477 $127 $45 $20 $20 $114 $249
INTEREST ASSESSED 28,253 $885,699 $31 $7 $0 $2 $25 $63
P? VALUES ARE PERCENTILES, i.e. P10=TENTH PERCENTILE