Tax Policy Center: Capital Gains Taxes

Tax Policy Center reports on: Capital Gains Taxes - The Tax Policy Center is a joint venture of the Urban Institute and Brookings Institution. The Center is comprised of nationally recognized experts in tax, budget, and social policy who have served at the highest levels of government.

https://www.taxpolicycenter.org/statistics/historical-sources-income-and-tax-items

Taxable and tax-exempt interest and dividend income, by AGI.

https://www.taxpolicycenter.org/statistics/interest-and-dividend-income

Tax Policy Center reports on: Capital Gains Taxes - The Tax Policy Center is a joint venture of the Urban Institute and Brookings Institution. The Center is comprised of nationally recognized experts in tax, budget, and social policy who have served at the highest levels of government.

https://www.taxpolicycenter.org/statistics/oecd-taxation-dividend-income

Stock holdings are much higher for families with the highest incomes. In 2022, the median value of stocks held by the top 10% of families by income was over $600,000, compared with around $8,000 ...

https://www.taxpolicycenter.org/fiscal-fact/family-holdings-stock-2022

Family holdings of unrealized capital gains, by types of asset and selected characteristics of families, for survey years. See spreadsheet for all years.

https://www.taxpolicycenter.org/statistics/unrealized-capital-gains

Direct and indirect family holdings of stock, by selected characteristics of families, for survey years.

https://www.taxpolicycenter.org/statistics/holdings-stock

In 2019, 53% of families reported holding any stocks, up from 32% three decades back in 1989. This increase largely came from indirect holdings.

https://www.taxpolicycenter.org/fiscal-fact/family-holdings-stock-1989-2019

The Internal Revenue Code generally does not refer to race or ethnicity, but federal income taxes may contribute to racial disparities when factors that affect...

https://www.taxpolicycenter.org/taxvox/taxation-capital-income-not-race-neutral

In 2019, 77% of White families had unrealized capital gains, compared with 47% of Black families, 49% of Hispanic or Latino families, and 62% of all other families. Amounts also varied significan...

https://www.taxpolicycenter.org/fiscal-fact/unrealized-capital-gains-race-2019

Distribution of income from long-term capital gains and qualified dividends and the individual income taxes paid on this income by expanded cash income percentile, under...

https://www.taxpolicycenter.org/model-estimates/distribution-individual-income-tax-long-term-capital-gains-and-qualified-98