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

 

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:

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: 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: 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:  Filing Status and Gender of Taxpayer
Tax Years: 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: 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: 2017 XLSX  2002 XLS 

Taxpayers with Traditional IRA Plans

Classified by:  Size of Contribution and Age of Taxpayer
Tax Years: 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: 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

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