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 - October 1, 2022–December 31, 2022

Release Date Program Name Program Description Program Year
10/4/2022 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. SOI collects these data from Information Returns for Tax-Exempt Private Activity Bond Issues (Forms 8038) and Information Returns for Tax-Exempt Governmental Bonds (Forms 8038-G) as part of its Tax-Exempt Bond Statistics studies. 2019
10/21/2022 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. 2021
11/3/2022 Individuals, Returns with Business Attributes Data presented for income tax returns that contain small business income or losses. These include income from Schedule C, Profit or Loss from Business (Sole Proprietorship), Schedule E, Supplemental Income and Loss, and Schedule F, Profit or Loss from Farming. The data will provide additional background and makeup of these individual business returns, including data on income items, adjustments, credits, and taxes. 2020
11/3/2022 Individuals, Complete Report Tabulations (Publication 1304) This annual publication provides complete individual income tax statistics on a sample drawn from individual income tax returns. The report contains data on sources of income, adjusted gross income, exemptions, deductions, taxable income, income tax, modified taxable income, tax credits, self-employment tax, and tax payments. Data are selected before audit from the U.S. Individual Income Tax Returns (Forms 1040) that represent the population of Forms 1040 and 1040-SR, including electronic returns, filed with the IRS for a given tax year. SOI collects these data as part of its Individual Income Tax Return (Form 1040) Statistics program. 2020
11/3/2022 Individuals, Return Line Item Estimates (Publication 4801) This annual publication provides estimates of the frequencies and amounts of the entries on the lines of the forms and schedules as shown in the respective Individual SOI Complete Report weighted file. Estimates are based on returns filed in a specific processing year that were statistically sampled and then weighted to estimate the entire tax year. This publication includes corresponding dollar amounts of selected lines filed in concurrence with the number of returns filed. Data is collected from those who filed a U.S. Individual Income Tax Returns (Forms 1040). SOI collects these data as part of its Individual Income Tax Return (Form 1040) Statistics program, Individual Income Tax Returns, Line Item Estimates. 2020
11/3/2022 Individuals, Nonfarm Sole Proprietorships This annual study on nonfarm sole proprietorships includes business receipts, deductions, and net income classified by industry group. Data reported for a specific tax year are based on returns filed through December 31 of the following year by individual taxpayers on Profit or Loss From Business (Form 1040, Schedule C). SOI collects these data as part of its Business Tax Statistics program, Nonfarm Sole Proprietorship Statistics. 2020
11/22/2022 Partnerships, Withholding on Foreign Recipients of U.S. Income This annual study provides data on U.S. partnership payments to foreign partners and are classified by country and recipient type. These data from U.S. partnerships show the amount of effectively connected taxable income and the total tax credit allocable to the foreign partner for the partnership’s tax year. Data is collected from those who file Foreign Partner’s Information Statements of Section 1446 Withholding Tax (Forms 8805). SOI collects these data as part of its International Tax Statistics program, Foreign Recipients of U.S. Partnership Income Statistics. 2019
11/22/2022 Individuals, Foreign Person’s Real Property Tax This annual study provides data on distributions of U.S. real property interests by foreign persons. 2019
11/22/2022 Individuals, Withholding on Foreign Recipients of U.S. Income This annual study provides data by selected countries on income paid to nonresident aliens and the amount of tax withheld for the U.S. Government. Data are collected from Foreign Person's U.S. Source Income Subject to Withholding (Form 1042-S) and include the number of returns filed, total income claimed, the amount of tax withheld, income subject to withholding, income exempt from withholding, and income by category. The data also include statistics on returns reporting payments and amounts withheld pursuant to Chapter 4 of the Internal Revenue Code and statistics on the number of returns, total income, tax withheld, income subject to withholding, and income exempt from withholding. 2020
11/22/2022 Corporations, International Boycott Report This study provides data on International Boycott Reports, which are required of U.S. taxpayers to report business operations in, with, or related to countries participating in boycotts not sanctioned by the U.S. Government. Per IRC section 999(a), taxpayers are to report these operations annually with their Federal income tax returns. SOI collects these data from International Boycott Report (Form 5713) as part of its study on International Business  Tax Statistics, International Boycotts. 2020
11/29/2022 SOI Bulletin, Fall 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
11/29/2022 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
12/1/2022 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. 2020
12/1/2022 Partnerships, Final Tables This annual study provides data on partnerships based on industrial classification, size of assets, size of partnership, size of income, and other selected items. SOI collects these data from U.S. Return of Partnership Income (Form 1065) and selected related attachments. Based on the record information it collected, perfected, and analyzed from the sample of partnership returns, SOI produces text, figures, tables, and statistics for publication in the SOI Bulletin and on SOI’s Tax Stats Web page. SOI collects these data as part of its annual study of Business Tax Statistics, Partnerships. 2020
12/1/2022 Unincorporated Business State and County Data This annual study provides selected, unedited state and county financial data based on information individual owners of unincorporated businesses report on the Form 1040, Schedule C, Profit or Loss From Business, and the Form 1065, U.S. Return of Partnership Income as part of the Business Tax Statistics program, Integrated Business Data. 2020
12/1/2022 Partnerships, Line Item Estimates (Publication 5035) This annual publication is based on the SOI sample taken from partnership returns filed with the IRS. It presents population estimates of the frequencies of entries and of the dollar amounts that taxpayers record on the lines of U.S. Return of Partnership Income (Form 1065), as well as selected forms and schedules filed with partnership returns. SOI publishes these data annually as part of its study of Business Tax Statistics, Partnerships. 2020
12/1/2022 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. 2020
12/8/2022 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. 2020
12/8/2022 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. 2020
12/8/2022 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. 2020
12/20/2022 Heavy Highway Vehicle Use Tax Return, Calendar Years 2015-2022 (Q3 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
12/20/2022 Projections (Publication 6149) This annual publication contains multi-year projections by State of the number of tax returns to be filed with the IRS as determined by the addresses on the tax returns. It includes detailed projections for approximately 50 different individual, business, and tax-exempt return types (such as Forms 1040, 1120, 941, and 990) by filing medium (paper versus electronic). Publication 6149 is one of five publications developed by the SOI Division, providing Projections of Federal Tax Return Filings. 2022
12/20/2022 Projections (Publication 6186) This annual publication presents detailed projections of the number of approximately 50 different types of individual, business, and tax-exempt return types (including Forms 1040, 1120, 941, and 990) to be filed for the U.S. in future calendar years and submitted to IRS Campuses for  processing. It also includes projections for the number of returns to be filed by IRS examination class. Publication 6186 is one of five publications developed by the SOI Division, providing Projections of Federal Tax Return Filings. 2022
12/20/2022 Projections (Publication 6187) This annual publication contains multi-year projections of the number of U.S. Individual Income Tax Returns (Forms 1040) to be filed with the IRS by major processing categories important to IRS planning operations. It includes details by form type, filing medium (paper versus electronic), and other characteristics such as refund returns. Selected portions of the forecasts are also shown by State and IRS Processing Campus locations. The publication incorporates the latest changes in legal, regulatory, administrative, and recent filing experiences. Publication 6187 is one of five publications developed by SOI to provide statistical Projections of Federal Tax Return Filings. 2022
12/20/2022 Projections, Fall 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

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.