The Individual Income Tax Returns Bulletin article and related statistical tables are published in the SOI Bulletin and contain summary statistics based on a sample of individual income tax returns (Forms 1040, 1040A and 1040EZ, including electronically-filed returns) filed during the calendar year. Two versions of this data are made available during the year and they are described below: Preliminary Data—These data represent estimates of income and tax items based on a sample of individual income tax returns filed between January and late September of a given processing year. These returns are then weighted to represent a full year of taxpayer reporting. In general, some of the returns processed during the remainder of the year may have somewhat different characteristics compared to these earlier ones. Therefore, these preliminary data are best utilized by comparisons made to the preliminary estimates from the prior year. When available, the estimates from the Complete Year Data should be used in place of the preliminary data. Complete Year Data—These data represent estimates based on a sample of individual income tax returns filed between January and December of a given processing year. The report contains data and analysis on sources of income, adjusted gross income, exemptions, deductions, taxable income, income tax, tax credits, self-employment tax, and tax payments. These estimates should be used in place of the preliminary data when available. Complete Year Data Statistical Tables All tables are available as Microsoft Excel® files. A free Excel viewer is available for download, if needed. Data Presented Classified By Tax Years Table 1—Individual Income Tax, All Returns: Sources of Income, Adjustments, Deductions, and Exemptions Size of Adjusted Gross Income 2011XLS 2010XLS 2009XLS 2008XLS 2007XLS 2006XLS 2005XLS 2004XLS 2003XLS 2002XLS 2001XLS 2000XLS 1999XLS 1998XLS 1997XLS 1996XLS 1995XLS Table 2—Individual Income Tax, All Returns: Tax Liability, Tax Credits, and Tax Payments Size of Adjusted Gross Income 2011XLS 2010XLS 2009XLS 2008XLS 2007XLS 2006XLS 2005XLS 2004XLS 2003XLS 2002XLS 2001XLS 2000XLS 1999XLS 1998XLS 1997XLS 1996XLS 1995XLS Table 3—Individual Income Tax Returns with Itemized Deductions Size of Adjusted Gross Income 2011XLS 2010XLS 2009XLS 2008XLS 2007XLS 2006XLS 2005XLS 2004XLS 2003XLS 2002XLS 2001XLS 2000XLS 1999XLS 1998XLS 1997XLS 1996XLS 1995XLS Table 4—Individual Income Tax Returns with Earned Income Credit Size of Adjusted Gross Income 2011XLS 2010XLS 2009XLS 2008XLS 2007XLS 2006XLS 2005XLS 2004XLS 2003XLS 2002XLS 2001XLS 2000XLS 1999XLS 1998XLS 1997XLS 1996XLS 1995XLS Bulletin Articles Each Bulletin article is in PDF format. A free Adobe® reader is available for download, if needed. Individual Income Tax Returns2011PDF 2010PDF 2009PDF 2008PDF 2007PDF 2006PDF 2005PDF 2004PDF 2003PDF 2002PDF 2001PDF 2000PDF 1999PDF 1998PDF 1997PDF 1996PDF 1995PDF (Back to top) Preliminary Data Individual Income Tax Returns, Preliminary Data OneSheetPDF Statistical Tables All tables are available as Microsoft Excel® files. A free Excel viewer is available for download, if needed. Data Presented Classified By Tax Years Table 1—Individual Income Tax Returns: Selected Income and Tax Items Size of Adjusted Gross Income 2021XLS 2020XLS 2019 and 2018XLS 2017XLS 2016XLS 2015XLS 2014XLS 2013XLS 2012XLS 2011XLS 2010XLS 2009XLS 2008XLS 2007XLS 2006XLS 2005XLS 2004XLS 2003XLS 2002XLS 2001XLS 2000XLS 1999XLS 1998XLS 1997XLS 1996XLS Individual Income Tax Returns, Preliminary Data: Selected Income and Tax Items Percentage Change 2014/2013XLS 2013/2012XLS 2012/2011XLS 2011/2010XLS 2010/2009XLS 2009/2008XLS 2008/2007XLS 2007/2006XLS 2006/2005XLS 2005/2004XLS Related Statistical Tables Filing Season Statistics Filing season statistics present data from all Forms 1040 processed by the IRS at three critical points during the year: late May, mid-July, and mid-November. Data are presented for select sources of income, deductions, credits, and individual income taxes. The tables are classified by AGI classifications. Data represent the three critical points in the annual filing season and form a baseline for comparison of year to year trends. Data Releases Each data release is in PDF format. A free Adobe® reader is available for download, if needed. Individual Income Tax Returns, Preliminary Data2020PDF 2016PDF 2015PDF 2014PDF 2013PDF 2012PDF 2011PDF 2010PDF 2009PDF 2008PDF 2007PDF 2006PDF 2005PDF 2004PDF 2003PDF 2002PDF 2001PDF 2000PDF 1999PDF 1998PDF 1997PDF 1996PDF (Back to top)
