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SOI Tax Stats - Linked Estate Tax-Form 1040 Data Tables

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Linked Estate Tax-Form 1040 Data Tables

These SOI tables include estate tax data from Filing Year 2008 and selected income tax data from the Form 1040 filed by the decedent in the year prior to death. Because of the relatively long filing period, estate tax returns filed in a single calendar year may be for decedents who died in several different years.

Data tables are available in Excel version 4.0.  A free Excel viewer is available for download, if needed.


Individuals with a Married Form 1040 Filing Status:

By Form 706 Tax Status and Size of Gross Estate

By Age of Decedent and Form 1040 Size of Adjusted Gross Income

Individuals with a Non-married Form 1040 Filing Status:

By Form 706 Tax Status and Size of Gross Estate

By Age of Decedent and Form 1040 Size of Adjusted Gross Income


SOI Tax Stats - Estate Tax Statistics


Page Last Reviewed or Updated: 20-May-2013