Individual Income Tax

Tax Base:

Federal taxable income plus or minus state modifications.

Rates and Taxable Income Brackets*:

Tax Year 2006           5.35% up to        7.05%           7.85% over
                   ===================================================
Married Joint            $29,980 	 $29,981-$119,100 	   $119,100 
Married Sep.             $14,990 	 $14,991-$ 59,550 	   $ 59,550 
Single                   $20,510 	 $20,511-$ 67,360 	   $ 67,360 
Head of Household        $25,250 	 $25,251-$101,450 	   $101,450


Tax Year 2005           5.35% up to        7.05%           7.85% over
                   ===================================================
Married Joint            $29,070    $29,071-$115,510      $115,510
Married Sep.             $14,540    $14,541-$ 57,760      $ 57,760
Single                   $19,890    $19,891-$ 65,330      $ 65,330
Head of Household        $24,490    $24,491-$ 98,390      $ 98,390


Tax Year 2004           5.35% up to        7.05%           7.85% over
                   ===================================================
Married Joint            $28,420    $28,421-$112,910      $112,910
Married Sep.             $14,210    $14,211-$ 56,460      $ 56,460
Single                   $19,440    $19,441-$ 63,860      $ 63,860
Head of Household        $23,940    $23,941-$ 96,180      $ 96,180


Tax Year 2003           5.35% up to        7.05%           7.85% over
                   ===================================================
Married Joint            $27,780 	 $27,781-$110,390 	   $110,390
Married Sep. $13,890 $13,891-$ 55,200 $ 55,200
Single $19,010 $19,011-$ 62,440 $ 62,440
Head of Household $23,400 $23,401-$ 94,030 $ 94,030 Tax Year 2002 5.35% up to 7.05% 7.85% over =================================================== Married Joint $27,350 $27,351-$108,660 $108,660 Married Sep. $13,680 $13,681-$ 54,330 $ 54,330 Single $18,710 $18,711-$ 61,460 $ 61,460 Head of Household $23,040 $23,041-$ 92,560 $ 92,560 Tax Year 2001 5.35% up to 7.05% 7.85% over =================================================== Married Joint $26,480 $26,481-$105,200 $105,200 Married Sep. $13,240 $13,241-$ 52,600 $ 52,600 Single $18,120 $18,121-$ 59,500 $ 59,500 Head of Household $22,300 $22,301-$ 89,610 $ 89,610 Tax Year 2000** 5.35% up to 7.05% 7.85% over =================================================== Married Joint $25,680 $25,681-$102,030 $102,030 Married Sep. $12,840 $12,841-$ 51,015 $ 51,015 Single $17,570 $17,571-$ 57,710 $ 57,710 Head of Household $21,630 $21,631-$ 86,910 $ 86,910 Tax Year 1999** 5.5% up to 7.25% 8% over =================================================== Married Joint $25,220 $25,221-$100,200 $100,200 Married Sep. $12,610 $12,611-$ 50,100 $ 50,100 Single $17,250 $17,251-$ 56,680 $ 56,680 Head of Household $21,240 $21,241-$ 85,350 $ 85,350 Tax Year 1998 6% up to 8% 8.5% over =================================================== Married Joint $24,800 $24,801-$ 98,540 $98,540 Married Sep. $12,400 $12,401-$ 49,270 $49,270 Single $16,960 $16,960-$ 55,730 $55,730 Head of Household $20,890 $20,891-$ 83,930 $83,930

* The income brackets are adjusted annually for inflation.

**The rates were lowered as part of the 1999 and 2000 legislative sessions.

Computation:

Federal taxable income,

plus: Minnesota Additions (non-MN state and municipal bond interest; itemized deduction for state income taxes; capital gains portion of a lump sum distribution)
minus: Minnesota Subtractions (US bond interest; state income tax refunds; dependent education expenses for itemizers only; income of elderly and disabled up to income limits; payments by the self-employed for health insurance not deducted federally; railroad retirement income; gains on farm sales by insolvent farmers; an exemption for purchasers of homesteads in designated zones of the metro area under the Metropolitan Livable Communities Act of 1995)
equals: Minnesota taxable income
times: graduated rates (5.5%, 7.25%, and 8%; see above)
equals: Minnesota gross tax
plus: alternative minimum tax (6.5% of alternative minimum taxable income) in excess of the regular tax
minus: nonrefundable credits (credit for income tax paid to other states; alternative minimum tax carryover credit, marriage penalty credit)
equals: Minnesota income tax
minus: refundable credits (dependent care credit; working family credit, education credit)
equals: net individual income tax payable.

Special Provisions:

  1. Taxpayer may assign $5 from general fund to political parties or campaign funds.
  2. Taxpayers may contribute $1 or more to the MN Nongame Wildlife Management Account by reducing their refund or increasing their liability.
  3. Reciprocity agreements exempt North Dakota, Wisconsin, and Michigan residents from filing MN returns on wage and personal service income earned in this state. The reciprocity agreement with Wisconsin includes a reimbursement provision. Each year Wisconsin reimburses Minnesota for the revenue lost due to reciprocity.
  4. In lieu of the regular income tax, nonresident entertainers pay a tax equal to 2% of compensation received for entertainment performed in Minnesota.
  5. In 1998 and 1999 only, property tax rebate calculated as 20% of a homeowner's property tax bill (capped at $1,500 for 1999, no cap for 1998).

Revenue Collections:

                       Income Tax       Reciprocity
                    ================================
Fiscal Year 1993     $3,471,383,000     $24,127,000 
Fiscal Year 1994     $3,540,019,000     $26,893,000 
Fiscal Year 1995     $3,753,259,000     $26,996,000
Fiscal Year 1996     $4,135,332,000     $28,504,000
Fiscal Year 1997     $4,784,801,000     $31,887,000
Fiscal Year 1998     $4,746,569,000     $37,872,000
Fiscal Year 1999     $5,305,177,000     $39,367,000
Fiscal Year 2000*    $5,556,371,000     $46,475,000
Fiscal Year 2001*    $5,915,391,000     $42,610,000
Fiscal Year 2002     $5,443,356,000     $47,899,000
Fiscal Year 2003     $5,371,829,000     $49,010,000
Fiscal Year 2004     $5,709,585,000     $46,242,000
Fiscal Year 2005     $6,341,164,000     $49,850,000


*The rates were lowered as part of the 1999 and 2000 legislative sessions.

History:

Enacted in 1933 at graduated rates from 1% to 5%.

This information was taken from the Minnesota Department of Revenue Tax Research Division's "Tax Handbook," 2004 edition.

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