SOI Estate Tax Data Tables, Filing Years The data included in these SOI tables are for returns filed during a single calendar year. Because of the relatively long filing period, estate tax returns filed in a single calendar year may be for decedents who died in several different years. Data tables are available in Excel. A free Excel viewer is available for download, if needed. Data Presented Classified By Tax Years Table 1. Selected Income, Deduction and Tax Computation Items, by Tax Status and Size of Gross Estate Tax Status and Size of Gross Estate 2021XLSX 2020XLSX 2019XLSX 2018XLSX 2017XLSX 2016XLSX 2015XLSX 2014XLSX 2013XLSX 2014XLSX 2013XLSX 2012XLSX 2011XLSX 2010XLSX 2009XLSX 2008XLSX 2007XLSX 2006XLSX 2005XLSX 2004XLSX 2003XLSX 2002XLSX 2001XLSX 2000XLSX 1999XLSX 1998XLSX 1997XLSX 1996XLSX 1995XLSX Table 2. Selected Tax Computation Items, by State of Residence State of Residence 2021XLSX 2020XLSX 2019XLSX 2018XLSX 2017XLSX 2016XLSX 2015XLSX 2014XLSX 2013XLSX 2012XLSX 2011XLSX 2010XLSX 2009XLSX 2008XLSX 2007XLSX 2006XLSX 2005XLSX 2004XLSX 2003XLSX 2002XLSX 2001XLSX 2000XLSX 1999XLSX 1998XLSX 1997XLSX 1996XLSX 1995XLSX Table 3. Charitable Bequests, by State of Residence State of Residence 2021XLSX 2020XLSX 2019XLSX 2018XLSX 2017XLSX 2016XLSX 2015XLSX 2014XLSX 2013XLSX 2012XLSX 2011XLSX 2010XLSX Table 4. Bequests Reported for Estate Tax Returns, by Beneficiary Type Beneficiary Type 2021XLSX 2020XLSX Table 5. Estate Tax Returns Filed, Net Worth and Net Estate Tax, by Occupation and Gender Occupation and Gender 2021XLSX 2020XLSX The Tax Stats Table Wizard tool is no longer available due to declining usage and budgetary pressures. However, both the public-use microdata and aggregated data used in the Table Wizard programs remain available as part of SOI's Tax Stats Web pages. For any questions or concerns, contact Statistical Information Services. SOI Tax Stats - Estate Tax Statistics
