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In accordance with OMB Statistical Policy Directive 4, "Release and Dissemination of Statistical Products Produced by Federal Statistical Agencies," adopted on April 7, 2008, IRS' Statistics of Income Division provides information about the release dates of its statistical data products by providing: a quarterly schedule of Upcoming Data Releases; an annual Full Calendar Year Public Release Schedule; and an annual list of Program Details about all SOI programs. It is important to note that release dates on these schedules are tentative; some release dates may change during the year; and new entries may be added or others replaced as necessary. The list will be updated as new information becomes available. Customers can also be notified through our Tax Stats listserv and What's New webpages. For more details about specific release dates or questions about SOI data, contact our Statistical Information Services staff.
Statistics of Income Releases — July 1 – Sept. 30, 2026
| Release date | Program name | Program description | Program year |
|---|---|---|---|
| 7/23/2026 | Individuals, Late May Filing Season Statistics (Filing Year 2026) | Individuals, Late May Filing Season Statistics (Filing Year 2026) | 2025 |
| 7/30/2026 | Individuals, Estate Tax | This annual study provides data on gross estates and its composition, deductions, tax, and information on the age, sex, and marital status of decedents, and whose at death gross assets, the "gross estate," exceed the filing threshold. Basic estate tax return data, by year in which returns are filed, are produced each year. Other statistics are available on a year-of-death basis (approximately every 3 years). SOI collects these data from United States Estate (and Generation Skipping Transfer) Tax Returns (Forms 706) as part of its Individual Income Tax Statistics program, and Personal Wealth Statistics study. | 2024 |
| 7/30/2026 | IRS Research Bulletin (Publication 1500) | The annual IRS Research Bulletin (Publication 1500) features selected papers from the prior year’s IRS-Tax Policy Center Research Conference on Tax Administration. This conference highlights research on all aspects of tax administration and promotes dialogue among IRS, stakeholders, academics, and other tax administrators to stay abreast of the latest trends and research findings affecting tax administration. Statistics of Income’s (SOI’s) parent organization, Research, Applied Analytics, and Statistics, co-hosts the annual conference and publishes the IRS Research Bulletin with SOI to ensure this research is available as widely as possible. | 2025 |
| 8/13/2026 | Individuals, State Data | This annual study provides individual income and tax data, for all 50 States, plus the District of Columbia, and other areas, by size of adjusted gross income who filed during a 12-month period, January 1-December 31. Data are tabulated based on the address shown on the tax return filed with the IRS. SOI collects these data from U.S. Individual Income Tax Returns (Forms 1040), and is a part of its Individual Income Tax Return (Form 1040) Statistics program, specifically Data by Geographic Areas, State Data. | 2023 |
| 8/13/2026 | Individuals, County Data | This annual study provides county income and tax data (and State totals) that include the number of returns, which approximates the number of households; number of personal exemptions, which approximates the population; adjusted gross income; wages and salaries; dividends before exclusion; and interest received. Data are based on the addresses reported on U.S. Individual Income Tax Returns (Forms 1040) filed with the IRS. SOI collects these data as part of its annual study on Individual Tax Return Statistics by Geographic Areas, County Data. | 2023 |
| 8/13/2026 | Individuals, State Income Tax Percentile Tabulations | This annual study provides data on adjusted gross income (AGI) percentile data by State for a given tax year. The data present the number of individual income tax returns, total income tax, AGI floor percentiles, average tax rates, and sources of income, by selected descending cumulative percentiles. The data include all 50 states, as well as the District of Columbia. SOI collects these data as part of its annual study on Individual Income Tax Return (Form 1040) Statistics program, Individual Statistical Tables by Tax Rate and Income Percentile. | 2023 |
| 8/13/2026 | Individuals, Metropolitan and Micropolitan Data | This annual study provides detailed geographic data at the metropolitan and micropolitan statistical area level. These data are based on SOI's county data and provide a more in-depth analysis of urban core populations of 50,000 or more for metro areas and at least 10,000 (but less than 50,000) for micro areas. Data are classified by size of adjusted gross income and collected from the U.S. Individual Income Tax Returns (Forms 1040) filed with the IRS. SOI collects these data as part of its Individual Income Tax Return (Form 1040) Statistics program, Data by Geographic Areas, County, Metropolitan and Micropolitan Data. | 2023 |
| 8/25/2026 | Tax-Exempt Organizations, Excise Taxes | This annual study provides processing year data on taxes on prohibited activities reported by private foundations, charities, and split-interest trusts. Error-corrected data, derived from the Business Returns Transaction file, are extracted for the entire calendar year, regardless of the tax year represented. These data are collected from Return of Certain Excise Taxes Under Chapters 41 and 42 of the Internal Revenue Code (Form 4720). SOI examines these data as part of its studies on Charitable and Exempt Organizations. | 2025 |
| 8/25/2026 | Tax-Exempt Organizations, Annual Financial Extracts | This annual study provides microdata extract files containing selected financial data collected annually for program administrative purposes from the population of three IRS information returns, Return of Organization Exempt from Income Tax (Forms 990 and 990-EZ) and Return of Private Foundation (Form 990-PF), filed by active organizations in a given calendar year. SOI produces these extracts as part of its studies of Tax-Exempt Organization Population Data. | 2025 |
| 8/27/2026 | Individuals, Congressional District Data | This study provides information on income, deductions, taxes, and credits reported on individual income tax returns at the congressional district and State level. | 2023 |
| 8/27/2026 | Individuals, ZIP Code Data | This annual study provides selected income and tax items classified by State, ZIP Code, and the size of adjusted gross income. These data include the number of returns, which approximates the number of households; the number of personal exemptions, which approximates the population; adjusted gross income; wages and salaries; dividends before exclusion; and interest received. Data are based who reported on U.S. Individual Income Tax Returns (Forms 1040) filed with the IRS. SOI collects these data as part of its Individual Income Tax Return (Form 1040) Statistics program, Data by Geographic Areas, ZIP Code Data. | 2023 |
| 8/27/2026 | Individuals, Amended Returns | This study seeks to measure the impact that amended returns has on SOI tax return statistics and quantifies the utilization of amending returns | 2021 |
| 8/27/2026 | SOI Bulletin, Summer Issue (Publication 1136) | The quarterly Statistics of Income (SOI) Bulletin provides data available from various tax and information returns filed by U.S. taxpayers. Data are analyzed from various types of tax and information returns, as well as information from periodic or special analytical studies of particular interest to the public, researchers, tax policymakers, and tax administrators. SOI publishes the Statistics of Income Bulletin quarterly: Winter, Spring, Summer, and Fall. | 2026 |
| 8/28/2026 | Excise Taxes | This table, updated annually on a fiscal year basis, presents excise tax data from the (1) IRS Chief Financial Officer (CFO), (2) IRS Statistics of Income Division (SOI), (3) Alcohol and Tobacco Tax and Trade Bureau (TTB), (4) the U.S. Customs Service, and (5) the Treasury Department. The data include the excise taxes levied on the manufacture, sale, or consumption of commodities as well as certain activities. The Internal Revenue Service provides data on excise tax revenue for categories such as: Retail, Manufacturers, Facilities and Services, Policies Issued by Foreign Insurers, Environmental, Affordable Care Act (ACA) and certain other Excise taxes. Affordable Care Act (ACA) taxes and fees are included beginning with Fiscal Year 2010, depending upon the provision. The Alcohol and Tobacco Tax and Trade Bureau data include excise taxes from alcohol and tobacco. The source of excise taxes from Imports comes from U.S. Customs and Border Protection Agency reports, while those on private foundations come from SOI. | 2025 |
| 9/3/2026 | Individuals, Mid-July Filing Season Statistics | This study presents data from the population of all U.S. Individual Income Tax Returns (Forms 1040) processed by the IRS at three critical points during the calendar year: late-May, mid-July, and mid-November | 2025 |
| 9/17/2026 | Projections, Publication 6292, Spring issue | This semi-annual publication contains multi-year projections of the number of tax returns to be filed with the IRS by fiscal year of filing, major return categories, and business operating divisions (for selected categories). This publication is updated spring and fall and includes detailed projections by approximately 50 different individual, business and tax-exempt return types, such as Form 1040, Form 1120, Form 941 and Form 990. Publication 6292 is one of five publications developed by SOI to provide statistical Projections of Federal Tax Return Filings. | 2026 |
| 9/17/2026 | Projections, Publication 6961 | This annual publication contains calendar year projections of information and withholding documents. | 2026 |
| 9/17/2026 | Heavy Highway Vehicle Use Tax Return, Calendar Years 2014-2026 (Q2 Release) | Data presented include the number of electronically filed heavy highway vehicles use tax returns (Form 2290) by month at the National level. | 2026 |
| 9/23/2026 | Corporations, Corporation Income Tax Returns Tables and Complete Report (Publication 16) | These annual tables provide detailed statistics based on Forms 1120, U.S. Corporation Income Tax Returns, and Forms 1120-S, U.S. Income Tax Return for an S Corporation selected before audit. Tables provide data on assets, liabilities, receipts, deductions, net income, income subject to tax, tax, and credits. Classifications are by industry, form type, size of total assets, size of business receipts, and other selected classifiers. A Corporation Income Tax Returns Complete Report (Publication 16) accompanies these tables and includes an introduction, changes in law and regulations, a description of the sample and limitations of the data, and an explanation of terms. Section 4 provides a list of and links to the Excel tables on corporations and separately for S corporations, which are described above. SOI publishes these data as part of its study on Corporation Tax Statistics. | 2023 |
| 9/29/2026 | Tax-Exempt Organizations (Except Private Foundations) | This annual study provides balance sheet and income statement data for nonprofit charitable organizations classified as tax exempt under subsections 501(c)(3) through 501(c)(9) of the Internal Revenue Code. SOI collects these data from Returns of Organizations Exempt from Income Tax (Form 990 series) as part of its annual study on Charitable and Exempt Organization Statistics, Tax-Exempt Organizations Program. | 2023 |
| 9/30/2026 | Corporations, Base Erosion and Anti-Abuse Tax | This study provides data from Form 8991 on base erosion payments of taxpayers with substantial gross receipts reported on corporation foreign income tax returns. | 2023 |
| 9/30/2026 | Corporations, Foreign Controlled Domestic | This annual study covers domestic corporations with 50-percent or more stock ownership by a single foreign “person.” It provides balance sheet, income statement, and tax-related data, which are classified by industry group, country of the owner, and age of the corporation. SOI collects these data from U.S. Corporation Income Tax Returns (Forms 1120 series) as part of its Corporate Tax Statistics program, Foreign-Controlled Domestic Corporations study. | 2023 |
| 9/30/2026 | Corporations, Income Tax Returns Line Item Estimates (Publication 5108) | This annual publication contains estimates of frequencies of taxpayer entries and estimates of monetary amounts recorded on the applicable lines of the forms and schedules filed on returns selected for the Corporation Program. | 2023 |
| 9/30/2026 | Corporate Foreign Tax Credit | This annual study provides data on foreign income and taxes reported by U.S. corporations claiming foreign tax credits. These credits reduce or eliminate the double taxation of income earned overseas. SOI collects these data from Foreign Tax Credit—Corporations (Forms 1118) as part of its annual study on International Business Tax Statistics, Corporate Foreign Tax Credits. | 2023 |
| 9/30/2026 | Corporations, Foreign Controlled Domestic | This annual study covers domestic corporations with 50-percent or more stock ownership by a single foreign “person.” It provides balance sheet, income statement, and tax-related data, which are classified by industry group, country of the owner, and age of the corporation. SOI collects these data from U.S. Corporation Income Tax Returns (Forms 1120 series) as part of its Corporate Tax Statistics program, Foreign-Controlled Domestic Corporations study. | 2023 |
2026 full calendar year public release schedule XLSX
The full year calendar will be reviewed and republished following the restoration of appropriations and the resumption of normal government operations.
Release and dissemination of SOI's statistical products
Want to know when and how we release data to the public? Look here for information about releases of both advance and final versions of statistical products, and corrections to statistical products.