Individual Income Tax Filing: Net Capital Gain in Adjusted Gross Income (AGI)
This dataset tracks individual income tax filing: net capital gain in adjusted gross income (agi) over time.
Latest Value
11070003.00
Year-over-Year Change
1.79%
Date Range
1/1/1999 - 1/1/2016
Summary
The 'Individual Income Tax Filing: Net Capital Gain in Adjusted Gross Income (AGI)' trend measures the total net capital gains reported on individual income tax returns in the United States. This metric is important for economists and policymakers to understand household-level investment behavior and its impact on tax revenue.
Analysis & Context
This economic indicator provides valuable insights into current market conditions and economic trends. The data is updated regularly by the Federal Reserve and represents one of the most reliable sources for economic analysis.
Understanding this metric helps economists, policymakers, and investors make informed decisions about economic conditions and future trends. The interactive chart above allows you to explore historical patterns and identify key trends over time.
About This Dataset
This economic indicator tracks the total net capital gains reported by individuals on their annual income tax returns. It reflects the difference between capital gains and capital losses, and is a key component of adjusted gross income (AGI). The data provides insights into investment patterns and can inform tax and economic policies.
Methodology
The data is collected and calculated by the U.S. Internal Revenue Service from individual income tax returns.
Historical Context
Policymakers and market analysts use this trend to assess the investment activity and financial health of U.S. households.
Key Facts
- Net capital gains reported on individual tax returns totaled $1.31 trillion in 2020.
- Capital gains accounted for 8.6% of total AGI in 2020.
- The net capital gain trend has fluctuated significantly over the past two decades.
FAQs
Q: What does this economic trend measure?
A: The 'Individual Income Tax Filing: Net Capital Gain in Adjusted Gross Income (AGI)' trend measures the total net capital gains reported by individuals on their annual income tax returns in the United States.
Q: Why is this trend relevant for users or analysts?
A: This metric provides insights into household-level investment behavior and can inform tax and economic policies. It is a key indicator of the financial health and investment patterns of U.S. households.
Q: How is this data collected or calculated?
A: The data is collected and calculated by the U.S. Internal Revenue Service from individual income tax returns.
Q: How is this trend used in economic policy?
A: Policymakers and market analysts use this trend to assess the investment activity and financial health of U.S. households, which can inform tax policies and influence economic decision-making.
Q: Are there update delays or limitations?
A: The data is subject to a lag, as it is based on individual tax return filings, and may not fully capture all capital gains and losses in a given year.
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Citation
U.S. Federal Reserve, Individual Income Tax Filing: Net Capital Gain in Adjusted Gross Income (AGI) (NCGAGI), retrieved from FRED.