Policy Basic:
Where Do Federal Tax Revenues Come From?

In fiscal year 2011, the federal government spent $3.6 trillion on the services 
it provides, such as national defense, health care programs like Medicare and 
Medicaid, Social Security benefits for the elderly and disabled, and 
investments in infrastructure and education, in addition to interest on the 
debt (see our Policy Basics on “Where Do Our Federal Tax Dollars Go?”).  Of 
that $3.6 trillion, $2.2 trillion was financed by federal tax revenues and $83 
billion by excess profits on assets held by the Federal Reserve.  (The 
remaining $1.3 trillion was financed by borrowing; this deficit will ultimately 
be paid for by future taxpayers; see our Policy Basics on “Where Do Our Federal 
Tax Dollars Go?” for a discussion of the recession’s impact on the deficit.)



The three main sources of federal tax revenue are individual income taxes, 
payroll taxes, and corporate income taxes; other sources of tax revenue include 
excise taxes, the estate tax, and other taxes and fees. 

Almost half of all federal revenue (47 percent) comes from individual income 
taxes.  The income tax is generally progressive:  higher-income households pay 
a larger share of their income in income taxes than lower-income households do.

Another 36 percent of revenue comes from payroll taxes, which are assessed on 
the wage or salary paychecks of almost all workers and used to fund Social 
Security, Medicare Hospital Insurance, and unemployment insurance.  By law, 
employers and employees split the cost of payroll taxes, but research has shown 
that employers pass their portion of the cost on to workers in the form of 
lower wages.

Payroll taxes as a whole are regressive:  they collect a higher percentage of 
total earnings from lower-income workers than higher-income ones.  One reason 
is that the Social Security component of the payroll tax applied only to a 
worker’s first $106,800 of earnings in 2011 ($110,000 in 2012).  Another reason 
is that payroll taxes do not apply to dividends, capital gains, or other 
unearned income, which constitute a much greater portion of higher-income 
peoples’ earnings.

Corporate income taxes make up about 8 percent of federal revenue, with the 
remaining 9 percent coming from excise taxes, estate taxes, and other taxes.  
Excise taxes are collected on the sale of certain goods (e.g., fuel, alcohol, 
and tobacco); they are intended to raise revenue and, in some cases, discourage 
consumption of the taxed product.  These made up about 3 percent of federal 
receipts in 2011.  The estate tax is a tax on assets such as cash, real estate, 
or stock that are transferred from deceased persons to their heirs.  Because 
the first $10 million of a married couple’s estate is exempt from the estate 
tax, and because of other special exemptions from the estate tax, fewer than 
the wealthiest two of every 1,000 estates nationwide will owe any estate tax in 
2012.  Estate tax revenues made up 0.3 percent of total federal receipts in 
2011.  In recent years, excess earnings from the Federal Reserve System have 
grown from only 0.8 percent of total revenue in 2005 to more than 3 percent in 
2011.  The increase in these receipts is due to extraordinary actions taken by 
the Federal Reserve to combat the financial crisis and is projected to decline 
in the coming years.  The small remainder comes from various sources such as 
regulatory fees and custom duties.

Over recent decades, individual income and payroll taxes have become an 
increasingly large majority of revenue, while the share of federal revenues 
coming from corporate tax and other revenues has fallen.  One of the worst 
economic downturns since the Great Depression and the policies enacted to 
combat it, including temporary tax cuts, have caused federal revenues to fall 
below their levels in recent decades.  Whereas revenues amounted to 18.5 
percent of gross domestic product in 2007, that figure had fallen to 15.4 
percent in 2010.  As the economy recovers and temporary tax measures expire, 
federal revenues are projected to return to higher levels.



View the full Policy Basic:
http://www.cbpp.org/cms/index.cfm?fa=view&id=3822 
http://www.cbpp.org/files/PolicyBasics_WhereDoFederalTaxRevsComeFrom_08-20-12.pdf
 2 pp.

View the related blog:
http://www.offthechartsblog.org/the-ins-and-outs-of-federal-tax-dollars/

Contact

Michelle Bazie
Vice President for Communications
Center on Budget and Policy Priorities
820 First Street, NE, Suite 510
Washington, DC 20002
[email protected]


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