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

Statistics of Income Releases - July 1, 2021–September 30, 2021

Release Date

Program Name

Program Description

Program Year

7/1/2021 Corporations, Corporation Income Tax Returns Complete Report, Publication 16 This annual publication provides statistics from the Form 1120 series pertaining to income, deductions, assets, liabilities, and tax reported on corporation income tax returns. Classifications are by industry, form type, size of total assets, and size of business receipts. Separate tabulations from the U.S. Income Tax Return for an S Corporation (Form 1120S), are also included. 2018
7/1/2021 Corporations, Foreign-Controlled Domestic The Tax Year 2018 study covers domestic corporations with 50-percent-or-more stock ownership by a single foreign "person." It covers balance sheet, income statement, and tax-related data, which are classified by industry group, country, and size and age of the corporations. Data are compared to those for other domestic corporations. 2018
7/1/2021 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 as part of corporation tax returns. 2018
7/20/2021 Corporations, Transactions of Foreign-Owned Corporations This biennial study provides data for foreign-owned domestic corporations with total receipts of $500 million or more and with forms 5472 attached to a Form 1120. 2018
7/20/2021 Partnerships, Withholding on Foreign Recipients of U.S. Income This annual study provides data on U.S. partnership payments to foreign partners. Data are classified by country and recipient type. 2018
7/20/2021 Projections, Publication 6292, Spring Issue This semi-annual publication contains fiscal year return projections for the United States by major return categories and by business operating divisions (for selected categories). 2021
7/22/2021 Corporations, Section 250 Deduction for Foreign-Derived Intangible Income (FDII) and Global Intangible Low-Taxed Income (GILTI) This biennial study provides data from Form 8993 on U.S. corporations’ foreign-derived intangible income (FDII) deductions and global intangible low-taxed income (GILTI) deductions under section 250 and its related regulations. 2018
7/22/2021 Corporations, Tax on Base Erosion Payments (BEAT) This biennial study provides data from Form 8991 on base erosion payments of taxpayers with substantial gross receipts reported on corporation foreign income tax returns. 2018
7/22/2021 Corporations, U.S. Shareholder Calculation Global Intangible Low-Taxed Income (GILTI) This biennial study provides data from Form 8992 on U.S. shareholders of controlled foreign corporations’  global intangible low-taxed income inclusions under section 951A and its related regulations. 2018
7/22/2021 Heavy Highway Vehicle Use Tax Return, Calendar Years 2014-2021 (Q1 Release) Data presented include the number of electronically filed heavy highway vehicles use tax returns (Form 2290) by month at the National level. 2020
7/22/2021 Individuals, Form W-2 Tabulations This program provides statistical tables on individual income taxpayers with amounts found on Wage and Tax Statement (Form W-2). The statistical tables provide detailed information about individual wages, tax withholding, elective deferral contributions, and retirement plan participation. Current statistical tables have been categorized into four main areas: Wage Statistics; Elective Retirement Contribution Statistics; Retirement Plan Indicator Statistics; and Summary Statistics. 2018
7/29/2021 Tax-Exempt Organizations, Excise Taxes This program 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. 2020
8/24/2021 SOI Bulletin, Summer Issue, Publication 1136 This quarterly publication provides the earliest published annual financial statistics obtained from the various types of tax and information returns filed with the IRS, as well as information from periodic or special analytical studies. 2021
8/26/2021 Excise Taxes Data provided are by fiscal year for excise taxes levied on the manufacture, sale, or consumption of commodities as well as certain activities. Affordable Care Act (ACA) taxes and fees are included beginning with Fiscal Year 2010, depending upon the provision. The data include amounts reported to or collected by the Internal Revenue Service, the Alcohol and Tobacco Tax and Trade Bureau, and the Customs Service. 2020
8/26/2021 Tax-Exempt Organizations (Except Private Foundations) This annual study provides balance sheet and income statement data for organizations classified as tax exempt under subsections 501(c)(3) through 501(c)(9) of the Internal Revenue Code. Data for the Tax Year 2017 study are from returns filed through December 2020. 2018
8/31/2021 Bonds, Tax-Exempt Governmental and Private Activity This annual study provides information on governmental and private activity bonds by items such as size of face amount, State, and type of property financed. 2018
9/21/2021 Individuals, Mid-July Filing Season Statistics This program includes individual income tax return information regarding the calendar year filing season at three different points in the year. The second release for returns received and processed by mid-July will update the earlier tables and in past filing seasons represented approximately 95 percent of all filers, 87 percent of total AGI, and 82 percent of total tax liability. 2020
9/30/2021 Program Documentation: Data Items by Forms and Schedules, Publication 5384     This document 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. 2020

2021 Full Calendar Year Public Release Schedule XLSX 

Includes all scheduled public releases for Calendar Year 2021.

2021 Program Details XLSX        

An alphabetical list of all 2021 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.