Individual Income Tax Filing: Adjusted Gross Income (AGI): Ordinary Dividends
This dataset tracks individual income tax filing: adjusted gross income (agi): ordinary dividends over time.
Latest Value
254065148.00
Year-over-Year Change
73.02%
Date Range
1/1/1999 - 1/1/2016
Summary
The Individual Income Tax Filing: Adjusted Gross Income (AGI): Ordinary Dividends trend measures the total amount of ordinary dividends reported on individual income tax returns in the United States. This data provides insight into household income and investment behavior.
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 trend represents the aggregate amount of ordinary dividends, which are distributions of corporate profits to shareholders, as reported on individual income tax returns. It is a key metric for understanding personal income sources and the broader investment climate.
Methodology
The data is collected by the Internal Revenue Service (IRS) from individual income tax returns.
Historical Context
Policymakers and economists analyze this trend to gauge consumer financial health and the state of equity markets.
Key Facts
- Ordinary dividends reported on tax returns totaled $1.53 trillion in 2021.
- The trend has shown volatility, with a low of $662 billion in 2009 during the financial crisis.
- Ordinary dividends account for around 5% of total AGI reported on individual tax returns.
FAQs
Q: What does this economic trend measure?
A: This trend measures the total amount of ordinary dividends reported on individual income tax returns in the United States. Ordinary dividends are distributions of corporate profits to shareholders.
Q: Why is this trend relevant for users or analysts?
A: This trend provides insight into household income sources and the broader investment climate, making it relevant for policymakers, economists, and investors analyzing personal finance and equity market conditions.
Q: How is this data collected or calculated?
A: The data is collected by the Internal Revenue Service (IRS) from individual income tax returns.
Q: How is this trend used in economic policy?
A: Policymakers and economists analyze this trend to gauge consumer financial health and the state of equity markets, informing decisions around fiscal, monetary, and regulatory policies.
Q: Are there update delays or limitations?
A: There may be delays in data availability as the IRS compiles information from individual tax returns. The data also only reflects income reported on tax filings, which may not capture all dividend payments.
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Citation
U.S. Federal Reserve, Individual Income Tax Filing: Adjusted Gross Income (AGI): Ordinary Dividends (ODNDIVA), retrieved from FRED.