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The Internal Revenue Service (IRS) Data Book is published annually by the Internal Revenue Service and contains statistical tables and organizational information on a fiscal year basis. The report provides data on collecting the revenue, issuing refunds, enforcing the law, assisting the taxpayer, and the budget and workforce.

The IRS Data Book also presents lists of principal officers and the IRS organization chart, which are located at the back of this report.

IRS Data Book full publication (.PDF)

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IRS Data Book individual tables (.XLSX)

The individual Data Book tables are available as Microsoft Excel files. A free Excel viewer is available for download, if needed.

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Returns Filed, Taxes Collected, and Refunds Issued
Service to Taxpayers
Compliance Presence
Collection Activities, Penalties, and Appeals
Chief Counsel
IRS Budget and Workforce
Discontinued Tables
IRS Data Book Glossary of Terms
Data by State

Returns filed, taxes collected and refunds issued

Table 1: Collections and Refunds, by Type of Tax
Table 2: Number of Returns and Other Forms Filed, by Type
Table 3: Number of Returns and Other Forms Filed, by Type and State
Table 4: Number of Returns and Other Forms Filed Electronically, by Type and State
Table 5: Gross Collections, by Type of Tax and State
Table 6: Gross Collections, by Type of Tax
Table 7: Number of Refunds Issued, by Type of Refund and State
Table 8: Amount of Refunds Issued, Including Interest, by Type of Refund and State

Service to taxpayers

Table 9: Selected Taxpayer Assistance and Education Programs, by Type of Assistance or Program
Table 10: Selected Online Taxpayer Assistance, by Type of Assistance
Table 11: Taxpayer Advocate Service: Post-filing Taxpayer Assistance Program, by Type of Primary Issue and Relief
Table 12: Closures of Applications for Tax-Exempt Status, by Organization Type and Internal Revenue Code Section
Table 13: Receipts of Forms 8976, Notices of Intent To Operate Under Section 501(c)(4)
Table 14: Tax-Exempt Organizations, Nonexempt Charitable Trusts, and Nonexempt Split-Interest Trusts
Table 15: Determination Letters Issued on Employee Retirement Plans, by Type and Disposition of Plan
Table 16: Technical Activities and Voluntary Compliance Closures

Compliance presence

Table 17: Examination Coverage and Recommended Additional Tax After Examination, by Type and Size of Return, Tax Years 2010–2018
Table 18: Examination Coverage: Recommended Additional Tax, and Returns with Unagreed Additional Tax, After Examination, by Type and Size of Return
Table 19: Examination Coverage: Returns Examined Involving Protection of Revenue Base, by Type and Size of Return
Table 20: Examination Coverage: Returns Examined Resulting in Refunds, by Type and Size of Returns
Table 21: Returns of Tax-Exempt Organizations, Employee Retirement Plans, Government Entities, and Tax-Exempt Bonds Examined, by Type of Return
Table 22: Tax Certainty: Advance Pricing Agreement Program, by Type of Agreement
Table 23: Tax Certainty: Compliance Assurance Process Program, by Program Phase
Table 24: Information Reporting Program
Table 25: Math Errors on Individual Income Tax Returns, by Type of Error
Table 26: Criminal Investigation Program, by Status or Disposition

Collections Activities, Penalties, and Appeals

Table 27: Delinquent Collection Activities
Table 28: Civil Penalties Assessed and Abated, by Type of Tax and Type of Penalty
Table 29: Appeals Workload, by Type of Case

Chief Counsel

Table 30: Chief Counsel Workload: All Cases, by Office and Type of Case
Table 31: Chief Counsel Workload: Tax Litigation Cases, by Type of Case

IRS budget and workforce

Table 32: Costs Incurred by Budget Activity
Table 33: Collections, Costs, Personnel, and U.S. Population
Table 34: Personnel Summary, by Employment Status, Budget Activity, and Selected Personnel Type
Table 35: Internal Revenue Service and Chief Counsel Labor Force, Compared to National Totals for Federal and Civilian Labor Forces, by Gender, Race/Ethnicity, Disability, and Veteran Status

Affordable Care Act of 2010

Affordable Care Act of 2010: Number of Returns, Tax Collections, Tax Credits, Grants, and Fees for Selected Non-Exchange Provisions

First-Time Homebuyer Credit

First-Time Homebuyer Credit, by State

Table 9b: Examination coverage

Table 9b: Examination Coverage: Individual Income Tax Returns Examined, by Size of Adjusted Gross Income and Fiscal Year

Table 17b: Examination coverage

Table 17b: Examination Coverage: Recommended and Average Recommended Additional Tax After Examination, by Type and Size of Return

Page Last Reviewed or Updated: 08-Nov-2024