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SOI Tax Stats - SOI Bulletin: Winter 2014

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Statistics of Income (SOI) Bulletin - Winter 2014 (entire publication in PDF)

Featured Articles

Individual Income Tax Returns, Preliminary Data, 2012
by Michael Parisi

For Tax Year 2012, taxpayers filed 144.9 million U.S. individual income tax returns, a decrease of 0.4 percent from the 145.6 million returns filed for Tax Year 2011. This decrease occurred because of the large decline in returns filed by taxpayers in the smaller adjusted gross income (AGI) classifications. The largest decrease (3.9 percent) was a 1.5 million change in the number of returns with an AGI of under $15,000.

Excel Tables: 1

Related Link: Individual Income Tax Returns

Sales of Capital Assets Panel Data Reported on Individual Tax Returns, 2004–2007
by Janette Wilson and Pearson Liddell

The IRS Statistics of Income (SOI) Division collects data on the sales of capital assets to identify trends in the capital gains and losses reported on individual tax returns. In 1999, SOI began a panel study of individual taxpayers to measure the trends in taxes and income, including capital gains and losses, at different points in time. SOI designed the panel sample to represent all Tax Year 1999 returns, including late returns.

Excel Tables: 1, 2, 3, 4, 5

Related Link: 

Split-Interest Trusts, Filing Year 2012
by Lisa Schreiber Rosenmerkel

The number of Forms 5227 filed with the IRS has consistently declined in recent years. Preparers filed 113,688 Forms 5227 with the IRS in Filing Year 2012, a 3.4-percent decline from Filing Year 2011.

Excel Tables:  1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11

Related Link: Split-Interest Trust Statistics

Nonprofit Charitable Organizations, 2010
by Paul Arnsberger

Nonprofit charitable organizations exempt from income tax under Internal Revenue Code (IRC) section 501(c)(3) filed 269,474 Forms 990 and 990-EZ and reported $2.9 trillion in assets for Tax Year 2010, an increase of 9 percent from the previous year.

Excel Tables:  1, 2, 3, 4

Related Link: Charities and Other Tax-Exempt Organizations Statistics

Departments

  • SOI Sampling Methodology and Data Limitations
  • SOI Projects, Contacts, and Public Release Information
  • SOI Products and Services

In the Next Issue

The following articles are tentatively planned for inclusion in the spring 2014 issue of the Statistics of Income Bulletin, scheduled to be published in May 2014:

  • Individual income tax rates and tax shares, 2011;
  • High-income tax returns, 2011;
  • Individual foreign-earned income and foreign tax credit, 2011;
  • Exempt organizations unrelated business income taxes, 2010;
  • Municipal bonds, 2011; and
  • Large nonoperating foundations panel, Tax Year 1998–2010

Historical Tables and Appendix

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Page Last Reviewed or Updated: 19-Jun-2014