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

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

Latest Value

3,856,714.00

Year-over-Year Change

168.65%

Date Range

1/1/1999 - 1/1/2016

Summary

The 'Individual Income Tax Filing: Adjusted Gross Income (AGI): Estate or Trust Net Loss' trend measures the total net loss reported on estate or trust tax returns filed in the United States. This figure is an important indicator of economic activity and wealth transfer.

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 total net loss from estates or trusts included in adjusted gross income on individual income tax returns. It provides insight into the overall financial performance and tax implications of these types of investments and wealth holdings.

Methodology

The data is collected by the U.S. Internal Revenue Service from individual income tax returns.

Historical Context

Policymakers and economists use this metric to analyze trends in wealth management, intergenerational wealth transfer, and the broader economic environment.

Key Facts

  • Estate and trust net losses are reported on individual tax returns.
  • This metric provides insight into wealth transfer and management.
  • The data is collected annually by the IRS from tax filings.

FAQs

Q: What does this economic trend measure?

A: This trend measures the total net loss reported on estate or trust tax returns filed in the United States, which is included in adjusted gross income on individual income tax returns.

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

A: This metric provides insight into wealth management, intergenerational wealth transfer, and the broader economic environment, making it relevant for policymakers, economists, and financial analysts.

Q: How is this data collected or calculated?

A: The data is collected by the U.S. Internal Revenue Service from individual income tax returns.

Q: How is this trend used in economic policy?

A: Policymakers and economists use this metric to analyze trends in wealth management, intergenerational wealth transfer, and the broader economic environment.

Q: Are there update delays or limitations?

A: The data is reported annually, with a delay of approximately one year to allow for tax return processing.

Related Trends

Citation

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