Office of Tax Analysis Archive | U.S. Department of the Treasury

Office of Tax Analysis Archive

This page contains older material we have moved from the Office of Tax Analysis Policy Page.

Distributional Analysis of the U.S. Tax System

Sources of Variation in Average Tax Rates (November 2015)
Variation in Average Tax Rates at Selected Income Levels, Current Law
2016 (August 2015)
2015, revised (August 2015)
Number and Share of Families Paying Taxes, Current Law
2016 [excel] (July 2015)

Distribution of Selected Tax Expenditures

Selected Credits, Deductions, and Exclusions
2017     [excel]     (March 2016)
2016     [excel]     (March 2016)
2015, revised     [excel]     (March 2016)
Distribution of Retirement Tax Benefits Estimation Methodology (April 2016)
Selected Retirement Savings
2017     [excel]     (March 2016)
2016     [excel]     (March 2016)
2015, revised     [excel]     (March 2016)
Distribution of Premium Tax Credit [excel] (January 2017)

Average and Marginal Tax Rates

Average Effective Federal Corporate Tax Rates (April 2016)
Marginal Income Tax Rates by Income Source [excel] (August 2015)
Effective Marginal Tax Rates on New Investments (August 2014)
Effective Marginal Tax Rates on New Investments Methodology (July 2014)

Key Family and Education Tax Policies and Proposals

Families Benefiting from ARRA: 2016 [excel] (July 2015)
A Proposal to Expand EITC for Childless Workers: 2017 (May 2016)
- Benefits by Returns, Earners and Filers [excel] (March 2016)
- Beneficiaries by State [excel] (March 2016)
American Opportunity Tax Credit by State: 2012 [excel] (April 2015)
The Taxation of Married Couples: 2016 [excel] (November 2015)