SOI Tax Stats - What's New
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2011 Partnership Returns Line Item Estimates (Publication 5035)—This publication presents estimates of frequencies of taxpayer entries recorded on the applicable lines of the forms and schedules filed with partnership tax returns for Tax Year 2011. It also contains corresponding population estimates of dollar amounts recorded on those lines (as applicable). (November 2013)
Partnerships, 2011—Twenty-two tables presenting Tax Year 2011 data for partnership returns (Forms 1065 and 1065-B), including types of partnerships and specific industrial sectors, are now available. The statistics cover balance sheets, trade or business income and deductions, portfolio income, rental income (including rental real estate income), and total net income. Data are classified by industry and size of total assets. In addition, historical tables provide balance sheet and income statement data as well as counts of partnership returns, by size of assets and receipts.
Foreign Recipients of US Income Study, 2011 Tax Year—Two tables presenting data for Tax Year 2011 from Form 1042-S, Foreign Person's U.S. Source Income Subject to Withholding, are now available. The tables include statistics for the number of returns, total income, tax withheld, income subject to withholding, income exempt from withholding, and income by category. Data are available by selected countries and selected recipient types. (October 2013)
Issue Year 2011 Tax-Exempt Bond Tables— Updated tax-exempt bond data for both governmental and private activity bonds issued in calendar year 2011 are now available on Tax Stats. Data include the term of issue, purpose, bond size, and uses of bond proceeds. Tax credit bond data, by bond type, and State-level data, by bond purpose, are also available. (October 2013)
Estate Tax Statistics, Year of Death 2009—Six tables presenting Year of Death 2009 data from estate tax returns (Form 706) are now available. The tables include data on assets and selected deductions, and tax computation items. The data are classified by tax status, size of gross estate, State of residence, gender, and marital status. (September 2013)
Estate Tax Statistics, Filing Year 2012—Three tables presenting Filing Year 2012 data from estate tax returns (Form 706) are now available. The tables include data on assets and selected deductions, and tax computation items. The data are classified by tax status, size of gross estate, and State of residence. (September 2013)
2013 Summer SOI Bulletin—Statistics of Income (SOI) has released the 2013 Summer SOI Bulletin. Articles included in the publication provide the most recent data available from various tax and information returns filed by U.S. taxpayers.
This issue of the SOI Bulletin includes articles on the following topics:
- Wage Income and Elective Retirement Contributions from Form W-2, 2008–2010
- Sole Proprietorship Returns, 2011
- Foreign Recipients of U.S. Income, 2010
- Foreign-Controlled Domestic Corporations, 2010
- Corporate Foreign Tax Credit, 2009
- Unrelated Business Income Tax Returns, 2009
- Use of the Empowerment Zone and Renewal Community Employment Credit, Tax Years 1998–2010
Private Foundations, Tax Year 2010—Microdata files and tables based on Tax Year 2010 Forms 990-PF, Return of Private Foundation, sampled for the annual study of private foundations and charitable trusts are now available. The microdata records contain information on balance sheets and income statements for each organization, as well as weights used to create population estimates. The tables include estimates for number of returns, income statement and balance sheet items, excise tax on net investment income, and charitable distribution requirements for these organizations. Statistics are classified by organization type, operating and grantmaking status, and size of fair market value of total assets. (August 2013)
Nonresident Alien Estate Tax–Two tables presenting Filing Year 2012 data from Forms 706-NA, United States Estate (and Generation-Skipping Transfer) Tax Return, filed for nonresident aliens, will be made available on SOI’s Tax Stats Website. These tables present data from the population of returns filed during 2012, including information regarding gross estate total assets, deductions to gross estate, credits, and net estate tax for both treaty and nontreaty returns. Data are presented by tax status and size of U.S. gross estate. (August 2013)
Split-Interest Trust Statistics, Filing Year 2012—Eleven tables are now available for split-interest trusts for Filing Year 2012 (Form 5227). These data tables include charitable remainder unitrusts, charitable remainder annuity trusts, charitable lead trusts, and pooled income funds. The tables cover income streams, asset values, and distribution information classified by trust type and the end-of-year book value of total assets. Eleven tables are now available for split-interest trusts for Filing Year 2012 (Form 5227). These data tables include charitable remainder unitrusts, charitable remainder annuity trusts, charitable lead trusts, and pooled income funds. The tables cover income streams, asset values, and distribution information classified by trust type and the end-of-year book value of total assets. (August 2013)
Nonprofit Charitable and Other Tax-Exempt Organizations, 2010—Four tables containing data from SOI’s Tax Year 2010 study of tax-exempt organizations (excluding private foundations) are now available on the Tax Stats Web pages. The tables contain balance sheet, income statement, and functional expense data from Forms 990 and 990-EZ filed by organizations exempt under Internal Revenue Code Sections 501(c)(3) through (c)(9). Data are classified by total end-of-year assets and IRC Section. Microdata and documentation from the SOI exempt organization sample study used to create the tables are also available. (August 2013)
2010 Estimated Data Line Item Publication for Corporation Tax Returns—This report presents estimates of frequencies of taxpayer entries recorded on the applicable lines of the forms and schedules filed with corporation tax returns covered by the 2010 Statistics of Income (SOI) Corporate Income Tax Returns Complete Report (Publication 16). This publication also contains corresponding population estimates of dollar amounts recorded (as applicable) for the year. (August 2013)
2011 Individual Income Tax Returns (Publication 1304)—The Internal Revenue Service today announced the availability of Statistics of Income—2011, Individual Income Tax Returns (Publication 1304), on irs.gov/taxstats. U.S. taxpayers filed 145.4 million individual income tax returns for tax year 2011. This was up 1.7 percent from 2010.
Also in tax year 2011, the adjusted gross income less deficit reported on those returns totaled $8.4 trillion, a 3.5-percent increase from the prior year.
The report is based on a sample drawn from the 145.4 million individual income tax returns filed for tax year 2011 and provides estimates on sources of income, adjusted gross income, exemptions, deductions, taxable income, income tax, modified income tax, tax credits, self-employment tax, and tax payments.
Classifications include tax status, size of adjusted gross income, marital status, age, and type of tax computation. A brief text reviews the requirements for filing tax returns, explains the changes in tax law, and describes the sample used to produce the report. Publication 1304 is currently available for download at irs.gov/taxstats. (August 2013)
2010 Corporation Research Credit Tables—These tabulations are from the Form 6765, Credit for Increasing Research Activities reported on returns in the SOI Corporation Study. Data are provided for the regular credit and the alternative simplified credit by industrial sector and manufacturing subsectors. Several figures provide year to year comparisons. (August 2013)
2010 Corporation Depreciation Data—This tabulation is for amounts reported on the Form 4562, Depreciation and Amortization. The data are classified by industrial sector and exclude amounts reported on Forms 1120-S, 1120-REIT, and 1120-RIC. (August 2013)
Notice of Revision—The 2010 Corporation Complete Report Table 4, “Selected Balance Sheet, Income Statement, and Tax Items, by Sector, by Size of Total Assets” has been corrected for the sector Management of Companies. (August 2013)
2010 Form 8805 Statistics—A table that presents data for tax year 2010 from Form 8805, Foreign Partner's Information Statement of Section 1446 Withholding Tax, is now available. The table includes data on the number of returns, total income, income, loss, and tax withheld. These data items are available by country. (July 2013)
2010 Corporation Complete Report—The Corporate Income Tax Returns Complete Report, 2010 (Publication 16) is now available on the Tax Stats website. This report presents comprehensive data on corporation income tax returns with accounting periods that ended July 2010 through June 2011. Data are classified by industry, size of total assets, size of business receipts, and other financial data. The report also includes changes in laws and regulations, explanations of terms, and key corporation tax return forms. (July 2013)
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