SOI Tax Stats - Upcoming Data Releases

 

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 webpage. For more details about specific release dates or questions about SOI data, contact our Statistical Information Services staff.

Statistics of Income Releases - July 1, 2022–September 30, 2022

Release Date Program Name Program Description Program Year
7/26/2022 Corporations, 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. 2019
7/28/2022 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. 2021
8/18/2022 Individuals, Late May 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. Data are presented for selected sources of income, deductions, credits, and individual income taxes. The tables are classified by size of adjusted gross income. 2021
8/25/2022 SOI Bulletin, Summer Issue (Publication 1136) This quarterly publication 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. 2022
8/25/2022 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. 2021
8/31/2022 Employment Tax Tabulations This study provides employer quarterly filing statistics reported on the Form 941. Information includes quarterly reporting of various tax items for Tax Years 2011 through 2019 2015-2019
8/31/2022 Individuals, Estate Tax, Bequests and Occupational Tables Two new filing year tables produced to enhance publicly available data. These tables display bequests reported by beneficiary type, as well as net worth and net estate tax by occupation and gender. 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. 2020
9/8/2022 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. Data are presented for selected sources of income, deductions, credits, and individual income taxes. The tables are classified by size of adjusted gross income. 2021
9/20/2022 Projections, Spring Issue (Publication 6292) 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. 2022
9/20/2022 Heavy Highway Vehicle Use Tax Return, Calendar Years 2015-2022 (Q1 Release) This study provides the number of electronically filed Heavy Highway Vehicle Use Tax Returns (Forms 2290) by month at the National level. SOI updates these data two times per calendar year. This study is included in a series of statistical Projections of Federal Tax Return Filings, Supplemental Tables. 2022
9/29/2022 Program Documentation: Data Items by Forms and Schedules (Publication 5384) This annual publication contains the Federal tax forms, schedules, and information documents that each of the subject-matter branches of SOI has selected for its tax year programs. The specific data items captured for each study are indicated on facsimiles of the forms and schedules. Data from certain forms and schedules are collected periodically, rather than annually. For this reason, the contents of this document will vary somewhat from year to year. SOI collects this data to support IRS and SOI Operations. 2021

2022 Full Calendar Year Public Release ScheduleXLSX

Includes all scheduled public releases for Calendar Year 2022.

2022 Program DetailsXLSX

An alphabetical list of all 2022 Statistics of Income programs, including end of tax year dates, filing periods, and sampling periods.

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.