Profile Picture NY Open Data

created Jul 3 2018

updated Mar 11 2020

Description

Beginning with tax year 2015, the Department of Taxation and Finance (hereafter “the Department”) began producing a new annual population data study file to provide more comprehensive statistical information on New York State personal income tax returns. The data are from full‐year resident, nonresident, and part‐year resident returns filed between January 1 and December 31 of the year after the start of the liability period (hereafter referred to as the “processing year”). The four datasets display major income tax components by tax year. This includes the distribution of New York adjusted gross income and tax liability by county or place of residence, as well as the value of deductions, exemptions, taxable income and tax before credits by size of income. In addition, three of the four datasets include all the components of income, the components of deductions, and the addition/subtraction modifications.
Caution: The current datasets are based on population data. For tax years prior to 2015, data were based on sample data. Data customers are advised to use caution when drawing conclusions comparing data for tax years prior to 2015 and subsequent tax years. Further details are included in the Overview.

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Category
Government & Finance
Permissions
Public
Tags
tax, income, deductions, exemptions, residency, county/place
Row Label
SODA2 Only
Yes
Dataset Summary
Organization
Office of Tax Policy Analysis
Time Period
Tax Year 2015 and Forward
Posting Frequency
Annually
Data Frequency
Annually
Dataset Owner
New York State Department of Taxation and Finance
Contact Information
OTPA.OpenNYData@tax.ny.gov
Coverage
Statewide and County-level
Granularity
Place of residence
Disclaimers
Limitations
The four datasets present various and distinct distributions of the data from the population of New York State personal income tax filers. However, due to tax secrecy provisions, certain data cannot be disclosed; in those cases, fields are blanked out. In some instances, only a few fields of one summarized record are necessarily omitted (as Noted with d/). In instances where the nondisclosure was extensive or across numerous records and variables, entire sections are blanked out (as Noted with a numerical footnote) and only the totals are provided. The information reflects personal income tax return and amended return data received during the processing year. Therefore, the information contained in these datasets does not reflect final values for all returns for any tax year. The liability amounts contained in these datasets do not reflect actual tax collections. Total tax collections are reported on a State fiscal basis (April 1 through March 31) and include receipts of various types of payments made to satisfy taxpayers’ tax liability – including withholding, estimated payments, final payments, refunds, audit payments, and payments from delinquent accounts. Tax collections are reported in the Department’s Fiscal Year Tax Collections reports, and not in these datasets. Caution: The current datasets are based on population data. For tax years prior to 2015, data were based on sample data. Data customers are advised to use caution when drawing conclusions comparing data for tax years prior to 2015 and subsequent tax years. Further details are included in the Overview.
Additional Resources
See Also
Tax & Finance’s page on Personal income tax forms and instructions (see IT-201 and IT-203, among others): https://www.tax.ny.gov/forms/prvforms/income_by_type.htm
See Also
Tax & Finance’s page on Personal income tax statistical reports: https://www.tax.ny.gov/research/stats/statistics/personal_income_tax_statistical_reports.htm
Dataset Information
Agency
Taxation and Finance, Department of
Local Data
County Filter
Yes
County_Column
county
Municipality Filter
No
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