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 version 4.0. A free Excel viewer is available for download, if needed. Table 1. Selected Income, Deduction and Tax Computation Items, by Tax Status and Size of Gross Estate 2021XLSX 2020XLSX 2019XLSX 2018XLS 2017XLS 2016XLS 2015XLS 2014XLS 2013XLS 2012XLS 2011XLS 2010XLS 2009XLS 2008XLS 2007XLS 2006XLS 2005XLS 2004XLS 2003XLS 2002XLS 2001XLS 2000XLS 1999XLS 1998XLS 1997XLS 1996XLS 1995XLS Table 2. Selected Tax Computation Items, by State of Residence 2021XLSX 2020XLSX 2019XLSX 2018XLS 2017XLS 2016XLS 2015XLS 2014XLS 2013XLS 2012XLS 2011XLS 2010XLS 2009XLS 2008XLS 2007XLS 2006XLS 2005XLS 2004XLS 2003XLS 2002XLS 2001XLS 2000XLS 1999XLS 1998XLS 1997XLS 1996XLS 1995XLS Table 3. Charitable Bequests, by State of Residence 2021XLSX 2020XLSX 2019XLSX 2018XLS 2017XLS 2016XLS 2015XLS 2014XLS 2013XLS 2012XLS 2011XLS 2010XLS Table 4. Bequests Reported for Estate Tax Returns, by Beneficiary Type 2021XLSX 2020XLSX Table 5. Estate Tax Returns Filed, Net Worth and Net Estate Tax, by 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
