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Forms and Instructions

Individual Tax Return
Instructions for Form 1040
Request for Taxpayer Identification Number (TIN) and Certification
Request for Transcript of Tax Return

 

Employee's Withholding Allowance Certificate
Employer's Quarterly Federal Tax Return
Employers engaged in a trade or business who pay compensation
Installment Agreement Request

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

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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: 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: 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: 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: 2015  2014  2004  2002  2001  2000

Taxpayers with IRA Plans

Classified by:  Age of Taxpayer
Tax Years: 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: 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: 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.

Accumulation and Distribution of Individual Retirement Arrangements

2010  2008  2004  2001–2002  2000

 

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