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 — April 1, 2023 – June 30, 2023

Release Date Program Name Program Description Program Year
4/13/2023 Corporations, Controlled Foreign Corporations This bi-annual study provides information on assets, receipts, earnings, taxes, distributions, subpart F income, and related party transactions for U.S. corporations and their controlled foreign corporations. Data are collected from Forms 5471. 2018
4/13/2023 Corporations, Multi-National Enterprise (Form 8975/8975 Schedule A) Study This annual study reports certain information with respect to the filer's multinational enterprise (MNE) group on a country-by-country basis. The filer reports the U.S. MNE group's business entities, indicating each entity's tax jurisdiction, country of organization, main business activity, and selected financial information for each tax jurisdiction in which the U.S. MNE does business. SOI collects these data from U.S. corporations that file Country-by Country Report (Form 8975) and its associated Tax Jurisdiction and Constituent Entity Information (Form 8975, Schedule A) as part of its International Business Tax Statistics program, Country-by-Country Report. 2020
4/19/2023 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. 2019
4/27/2023 Individuals, Migration Flow Data This annual study provides migration pattern data for the United States by State or by county and are available for inflows (the number of new residents who moved to a State or county and where they migrated from) and outflows (the number of residents who left a State or county and where they moved to). The data include the number of returns filed, number of personal exemptions claimed, total adjusted gross income, and aggregate migration flows at the State level, by the size of adjusted gross income (AGI) and by age of the primary taxpayer. Data are collected and based on year-to-year address changes reported on U.S. Individual Income Tax Returns (Form 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, U.S. Population Migration Data. 2020
4/27/2023 Individuals, Individual Retirement Arrangement (IRA) Information  This annual study provides data detailing the total fair market value for IRAs, the number of taxpayers receiving distributions, and the total contributions made to the various types of IRAs. Data for the study are from matched samples of U.S. Individual Income Tax Returns (Forms 1040), IRA Contribution Information (Forms 5498), and Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Forms 1099-R) filed with the IRS. SOI collects these data as part of its Individual Income Tax Return (Form 1040) Statistics program. 2020
5/18/2023 Individuals, Advance Data This annual study provides information on income, deductions, taxes, and credits reported on individual income tax returns and associated schedules. The file contains information on returns filed through September 2022 weighted up to represent a full year of data. 2021
5/25/2023 SOI Bulletin, Spring 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. 2023
5/25/2023 IRS Research Bulletin (Publication 1500) This annual publication 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. RAAS co-hosts the annual conference and publishes the IRS Research Bulletin to help make this research available as widely as possible. 2022
5/25/2023 Tax-Exempt Organizations, Unrelated Business Income Tax This annual study provides data on unrelated business income and deductions for organizations classified as tax exempt under the Internal Revenue Code. The tax on unrelated business income applies to most organizations exempt from tax under section 501(a). These organizations include charitable, religious, scientific, and other organizations described in section 501(c), as well as employees' trusts forming part of pension, profit-sharing, and stock bonus plans described in section 401(a). SOI collects these data from Exempt Organizations Business Income Tax Returns (Forms 990-T) as part of its study on Charitable and Exempt Organization Statistics, Unrelated Business Income Tax. 2017
5/25/2023 Individuals, Net Income Less Loss for Partnerships and S Corporations The individual data on partnerships and S Corporations is currently available as a combined net income/loss yearly in tables in Publication 1304, Individual Complete Report.  SOI is releasing a historical table that has partnership net income/loss and S corporation net income/loss shown separately.  The Tax Years covered are 2000 through 2020. 2000–2020
5/30/2023 Personal Wealth This periodic study provides estimates of personal wealth of top wealth holders that are generated from estate tax return data using the “estate multiplier” technique, in conjunction with both filing-year and year-of-death estate databases. 2019
6/29/2023 Tax-Exempt Organizations (Private Foundations) This annual study provides balance sheet and income statement data, as well as data on excise tax liability, charitable distributions, and administrative expenditures, for domestic private foundations and charitable trusts. SOI collects these data from Return of Private Foundations (Form 990-PF) as part of its Charitable and Tax-Exempt Organization Statistics, Domestic Private Foundation and Charitable Trust Statistics Program. 2019
Pending Individuals, Form W-2 Tabulations This annual study provides statistics on individual wages, tax withholding, elective deferral contributions, and retirement plan participation. These tables have been categorized into four primary areas: wage statistics; elective retirement contribution statistics; retirement plan indicator statistics; and summary statistics. Data are collected from individual income reported on Wage and Tax Statements (Forms W-2). SOI produces these data as part of its Individual Income Tax Return (Form 1040) Statistics program, Individual Information Return Form W-2 Statistics. 2019

2023 Full Calendar Year Public Release ScheduleXLSX

Includes all scheduled public releases for Calendar Year 2023.

2023 Program DetailsXLSX

An alphabetical list of all 2023 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.