Dating income disparity
The second provides an overview of the trends revealed in those key data sources.
The third and fourth sections supply additional information on wealth, which complements the income data as a measure of how the well-off Americans are doing.
It is worth noting that medical benefits make up a sizeable and growing share of income in CBO’s series, a fact that often accounts for the difference between trends in CBO’s income data, which include these benefits, and other income series that do not.
Final statistics for tax year 2015 were released in September 2017.
The Congressional Budget Office (CBO) produces annual estimates of the distribution of household income and taxes that combine information from the CPS and the SOI.
A further complication is that the data are available only for “tax-filing units,” not by household or family (members of the same family or household may file separate tax returns).
SOI tax data are also less timely than Census data.