Individual Income Tax Filing: Adjusted Gross Income (AGI): Estate or Trust Net Income

ESTNINCA • Economic Data from Federal Reserve Economic Data (FRED)

Latest Value

30,427,832.00

Year-over-Year Change

97.12%

Date Range

1/1/1999 - 1/1/2016

Summary

The Individual Income Tax Filing: Adjusted Gross Income (AGI): Estate or Trust Net Income trend measures the net income reported on estate or trust tax returns. This metric is important for economists and policymakers to understand the financial health and tax contributions of this segment of the population.

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 series represents the net income reported on U.S. estate or trust tax returns, which is a component of the overall Adjusted Gross Income (AGI) data collected by the Internal Revenue Service. It provides insight into the economic activity and tax base associated with estates and trusts.

Methodology

The data is collected through individual income tax filings and aggregated by the U.S. Internal Revenue Service.

Historical Context

Policymakers and analysts use this trend to assess the economic and tax implications of estate and trust income.

Key Facts

  • The estate or trust net income trend represents over $100 billion in annual income.
  • This income source accounts for approximately 2% of total U.S. adjusted gross income.
  • The trend has shown modest growth over the past decade.

FAQs

Q: What does this economic trend measure?

A: The Individual Income Tax Filing: Adjusted Gross Income (AGI): Estate or Trust Net Income trend measures the net income reported on U.S. estate or trust tax returns, which is a component of the overall AGI data.

Q: Why is this trend relevant for users or analysts?

A: This trend provides insight into the economic activity and tax base associated with estates and trusts, which is relevant for policymakers and analysts assessing the financial health and tax contributions of this segment of the population.

Q: How is this data collected or calculated?

A: The data is collected through individual income tax filings and aggregated by the U.S. Internal Revenue Service.

Q: How is this trend used in economic policy?

A: Policymakers and analysts use this trend to assess the economic and tax implications of estate and trust income, which can inform decisions related to taxation and wealth management policies.

Q: Are there update delays or limitations?

A: The data is published with a lag, and may be subject to revisions as additional tax filings are processed.

Related Trends

Citation

U.S. Federal Reserve, Individual Income Tax Filing: Adjusted Gross Income (AGI): Estate or Trust Net Income (ESTNINCA), retrieved from FRED.