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

Statistics of Income Releases — April 1, 2024 – June 30, 2024

Release Date Program Name Program Description Program Year
4/11/2024 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. 2021
4/25/2024 Individuals, Noncash Charitable Contributions This annual study provides data on individual taxpayers whose noncash donations exceed $500 when reported as charitable contributions. Data include detailed asset donations, descriptions of the donees, donor cost, fair market value, and the deduction claimed. SOI collects these data from U.S. Individual Income Tax Returns (Forms 1040), Itemized Deductions (Schedule A) with Noncash Charitable Contributions (Forms 8283) attached as part of its Individual Income Tax Returns (Form 1040) Statistics program. 2021
4/25/2024 Individuals, Preliminary 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 2023 weighted up to represent a full year of data. 2022
5/23/2024 Individual Information Returns, Line Item Estimates (Publication 5385) This 2021 Statistics of Income (SOI) Information Returns, line item estimates publication provides estimates of frequencies and amounts of the entries on the lines of the forms filed for selected information returns that accompany the 2020 Individual SOI complete report weighted file. The estimates presented here are based on returns filed in Processing Year  2021 and 2022 that were sampled statistically and then weighted to estimate the entire 2020 Tax Year. 2021
5/23/2024 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. 2024
5/30/2024 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. 2023
6/27/2024 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. 2020
6/27/2024 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. 2022

2024 Full Calendar Year Public Release ScheduleXLSX

Includes all scheduled public releases for Calendar Year 2024.

2024 Program DetailsXLSX

An alphabetical list of all 2024 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.