SOI Tax Stats - Accumulation and Distribution of Individual Retirement Arrangements (IRA)

 

Individual Retirement Arrangements

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

Data Presented Classified By Tax Years
Table 1. Taxpayers with Individual Retirement Arrangement (IRA) Plans, by Type of Plan Type of Plan 2020XLSX 2019XLSX 2018XLSX 2017XLSX 2016XLS 2015XLS 2014XLS 2013XLS 2012XLS 2011XLS 2010XLS 2009XLS 2008XLS 2007XLS 2006XLS 2005XLS 2004XLS 2002XLS 2001XLS 2000XLS

Taxpayers with IRA Plans

 
Data Presented Classified By Tax Years
Table 2. Taxpayers with Individual Retirement Arrangement (IRA) Plans, by Size of Adjusted Gross Income Size of Adjusted Gross Income 2020XLSX 2019XLSX 2018XLSX 2017XLSX 2016XLS 2015XLS 2014XLS 2013XLS 2012XLS 2011XLS 2010XLS 2009XLS 2008XLS 2007XLS 2006XLS 2005XLS 2004XLS 2002XLS 2001XLS 2000XLS
Table 3. Taxpayers with Individual Retirement Arrangement (IRA) Plans, by Type of Plan and by Size of Adjusted Gross Income Type of Plan and Size of Adjusted Gross Income 2020XLSX 2019XLSX 2018XLSX 2017XLSX 2016XLS 2015XLS 2014XLS 2013XLS 2012XLS 2011XLS 2010XLS 2009XLS 2008XLS 2007XLS 2006XLS 2005XLS 2004XLS 2002XLS 2001XLS 2000XLS
Table 9. Taxpayers with Individual Retirement Arrangement (IRA) Plans, by Increasing Adjusted Gross Income (AGI) Percentile Increasing Adjusted Gross Income (AGI) Percentile 2020XLSX 2019XLSX 2018XLSX
Table 10. Taxpayers with Individual Retirement Arrangement (IRA) Plans, by Type of Plan and by Increasing Adjusted Gross Income (AGI) Percentile Type of Plan and Increasing Adjusted Gross Income (AGI) Percentile 2020XLSX 2019XLSX 2018XLSX
Table 7. Taxpayers with Individual Retirement Arrangement (IRA) Plans, by Filing Status and Gender Filing Status and Gender of Taxpayer 2020XLSX 2019XLSX 2018XLSX 2017XLSX 2016XLS 2015XLS 2014XLS 2004XLS 2002XLS 2001XLS 2000XLS
Table 4. Taxpayers with Individual Retirement Arrangement (IRA) Plans, by Age of Taxpayer Age of Taxpayer 2020XLSX 2019XLSX 2018XLSX 2017XLSX 2016XLS 2015XLS 2014XLS 2013XLS 2012XLS 2011XLS 2010XLS 2009XLS 2008XLS 2007XLS 2006XLS 2005XLS 2004XLS 2002XLS 2001XLS 2000XLS
Table 8. Taxpayers with Individual Retirement Arrangement (IRA) Plans, by Type of Plan and by Age of Taxpayer Type of Plan and Age of Taxpayer 2020XLSX 2019XLSX 2018XLSX 2017XLSX 2002XLS 

Taxpayers with Traditional IRA Plans

Data Presented Classified By Tax Years
Table 5. Taxpayers with Traditional Individual Retirement Arrangement (IRA) Contributions, by Size of Contribution and Age of Taxpayer Size of Contribution and Age of Taxpayer 2020XLSX 2019XLSX 2018XLSX 2017XLSX 2016XLS 2015XLS 2014XLS 2013XLS 2012XLS 2011XLS 2010XLS 2009XLS 2008XLS 2007XLS 2006XLS 2005XLS 2004XLS

Taxpayers with Roth IRA Plans

Data Presented Classified By Tax Years
Table 6. Taxpayers with Roth Individual Retirement Arrangement (IRA) Contributions, by Size of Contributions and Age of Taxpayer Size of Contribution and Age of Taxpayer 2020XLSX 2019XLSX 2018XLSX  2017XLSX 2016XLS 2015XLS 2014XLS 2013XLS 2012XLS 2011XLS 2010XLS 2009XLS 2008XLS 2007XLS 2006XLS 2005XLS 2004XLS

Coefficients of Variance

Table Number Tax Years
Table 1 2020XLSX 2019XLSX 2018XLSX
Table 2 2020XLSX 2019XLSX 2018XLSX
Table 3 2020XLSX 2019XLSX 2018XLSX
Table 4 2020XLSX 2019XLSX 2018XLSX
Table 5 2020XLSX 2019XLSX 2018XLSX
Table 6 2020XLSX 2019XLSX 2018XLSX
Table 7 2020XLSX 2019XLSX 2018XLSX

Bulletin Articles

All bulletin articles and papers are available as PDF files. A free Adobe® reader is available for download, if needed.

Accumulation and Distribution of Individual Retirement Arrangements

2010PDF 2008PDF 2004PDF 2001–2002PDF 2000PDF