The Accumulation and Distribution of IRA’s bulletin articles and related statistical tables provide detailed information about trends in the accumulation and distributions of IRAs by taxpayers. These annual statistics on types of IRA plans are based on information collected from matched samples of Form 1040, U.S Individual Income Tax Returns; Forms 5498, IRA Contribution Information; and Forms 1099-R, Distributions from Pensions, Annuities, Retirement or Profit-Sharing plans, IRAs, Insurance Contract, etc.
Statistical Tables
All tables are available as Microsoft Excel® files. A free Excel viewer is available for download, if needed.
IRA Plans
| Classified by: | Type of Plan |
| Tax Years: | 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2002 2001 2000 |
Taxpayers with IRA Plans
| Classified by: | Size of Adjusted Gross Income |
| Tax Years: | 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2002 2001 2000 |
Taxpayers with IRA Plans
| Classified by: | Type of Plan and Size of Adjusted Gross Income |
| Tax Years: | 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2002 2001 2000 |
Taxpayers with IRA Plans
| Classified by: | Filing Status and Gender of Taxpayer |
| Tax Years: | 2016 2015 2014 2004 2002 2001 2000 |
Taxpayers with IRA Plans
| Classified by: | Age of Taxpayer |
| Tax Years: | 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2002 2001 2000 |
Taxpayers with IRA Plans
| Classified by: | Type of Plan and Age of Taxpayer |
| Tax Years: | 2002 |
Taxpayers with Traditional IRA Plans
| Classified by: | Size of Contribution and Age of Taxpayer |
| Tax Years: | 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 |
Taxpayers with Roth IRA Plans
| Classified by: | Size of Contribution and Age of Taxpayer |
| Tax Years: | 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 |
Bulletin Articles
All bulletin articles and papers are available as PDF files. A free Adobe® reader is available for download, if needed.