NOTE: THIS DATA FILE WILL CHANGE! To improve accessibility of data for all users, we will convert this file from a text format to an html table by the end of June 2024. Title: Individual Income Tax Filing: Adjusted Gross Income (AGI): Ordinary Dividends Series ID: ODNDIVA Source: U.S. Department of the Treasury. Internal Revenue Service Release: SOI Tax Stats - Historical Data Tables (Not a Press Release) Seasonal Adjustment: Not Seasonally Adjusted Frequency: Annual Units: Thousands of U.S. Dollars Date Range: 1999-01-01 to 2016-01-01 Last Updated: 2018-12-19 1:31 PM CST Notes: Ordinary dividends in Adjusted Gross Income (AGI) exclude capital gains and liquidating dividends, reflected in the statistics for net capital gain or loss in AGI, but include interest from Regulated Investment Companies on money market mutual funds. Qualified dividends are the ordinary dividends received after May 5, 2003, that met certain conditions. These included: the dividend must have been paid by a U.S. corporation or a "qualified" foreign corporation; the stock ownership must have met certain holding period requirements; the dividends were not from certain institutions, such as mutual savings banks, cooperative banks, credit unions, tax-exempt organizations, or farmer cooperatives; and the dividends were not for any share of stock which was a part of an employee stock ownership plan (ESOP). Taxable interest includes "dividends" on deposits and withdrawable shares in mutual savings banks, savings and loan associations, and credit unions, but excludes interest from Regulated Investment Companies on money market mutual funds, which is included in "ordinary dividends" in "adjusted gross income" (AGI). For additional information about the return filing requirements, see the annual reports, Statistics of Income-Individual Income Tax Returns at https://www.irs.gov/uac/soi-tax-stats-historical-data-tables. DATE VALUE 1999-01-01 132465522 2000-01-01 146987679 2001-01-01 119533324 2002-01-01 103241332 2003-01-01 115141232 2004-01-01 146838808 2005-01-01 166482004 2006-01-01 199359146 2007-01-01 237052127 2008-01-01 219330668 2009-01-01 163458846 2010-01-01 183539268 2011-01-01 194609806 2012-01-01 260393306 2013-01-01 214972683 2014-01-01 254702232 2015-01-01 260252720 2016-01-01 254065148