Individual Retirement Arrangements OneSheet (PDF) PDF 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: 2018 XLSX 2017 XLSX 2016 XLS 2015 XLS 2014 XLS 2013 XLS 2012 XLS 2011 XLS 2010 XLS 2009 XLS 2008 XLS 2007 XLS 2006 XLS 2005 XLS 2004 XLS 2002 XLS 2001 XLS 2000 XLS Taxpayers with IRA Plans Classified by: Size of Adjusted Gross Income Tax Years: 2018 XLSX 2017 XLSX 2016 XLS 2015 XLS 2014 XLS 2013 XLS 2012 XLS 2011 XLS 2010 XLS 2009 XLS 2008 XLS 2007 XLS 2006 XLS 2005 XLS 2004 XLS 2002 XLS 2001 XLS 2000 XLS Taxpayers with IRA Plans Classified by: Type of Plan and Size of Adjusted Gross Income Tax Years: 2018 XLSX 2017 XLSX 2016 XLS 2015 XLS 2014 XLS 2013 XLS 2012 XLS 2011 XLS 2010 XLS 2009 XLS 2008 XLS 2007 XLS 2006 XLS 2005 XLS 2004 XLS 2002 XLS 2001 XLS 2000 XLS Taxpayers with IRA Plans Classified by: Increasing Adjusted Gross Income (AGI) Percentile Tax Years: 2018 XLSX Taxpayers with IRA Plans Classified by: Type of Plan and Increasing Adjusted Gross Income (AGI) Percentile Tax Years: 2018 XLSX Taxpayers with IRA Plans Classified by: Filing Status and Gender of Taxpayer Tax Years: 2018 XLSX 2017 XLSX 2016 XLS 2015 XLS 2014 XLS 2004 XLS 2002 XLS 2001 XLS 2000 XLS Taxpayers with IRA Plans Classified by: Age of Taxpayer Tax Years: 2018 XLSX 2017 XLSX 2016 XLS 2015 XLS 2014 XLS 2013 XLS 2012 XLS 2011 XLS 2010 XLS 2009 XLS 2008 XLS 2007 XLS 2006 XLS 2005 XLS 2004 XLS 2002 XLS 2001 XLS 2000 XLS Taxpayers with IRA Plans Classified by: Type of Plan and Age of Taxpayer Tax Years: 2018 XLSX 2017 XLSX 2002 XLS Taxpayers with Traditional IRA Plans Classified by: Size of Contribution and Age of Taxpayer Tax Years: 2018 XLSX 2017 XLSX 2016 XLS 2015 XLS 2014 XLS 2013 XLS 2012 XLS 2011 XLS 2010 XLS 2009 XLS 2008 XLS 2007 XLS 2006 XLS 2005 XLS 2004 XLS Taxpayers with Roth IRA Plans Classified by: Size of Contribution and Age of Taxpayer Tax Years: 2018 XLSX 2017 XLSX 2016 XLS 2015 XLS 2014 XLS 2013 XLS 2012 XLS 2011 XLS 2010 XLS 2009 XLS 2008 XLS 2007 XLS 2006 XLS 2005 XLS 2004 XLS Coefficients of Variance Table 1 - 2018 XLSX Table 2 - 2018 XLSX Table 3 - 2018 XLSX Table 4 - 2018 XLSX Table 5 - 2018 XLSX Table 6 - 2018 XLSX Table 7 - 2018 XLSX 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 2010 PDF 2008 PDF 2004 PDF 2001–2002 PDF 2000 PDF
