SOI Tax Stats - Estate Tax Filing Year Tables

 

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