SOI Tax Stats - Individual Income Tax Returns

 

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.

Table 1—Individual Income Tax, All Returns: Sources of Income, Adjustments, Deductions, and Exemptions
Classified by: Size of Adjusted Gross Income
Tax Years: 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
Classified by: Size of Adjusted Gross Income
Tax Years: 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
Classified by: Size of Adjusted Gross Income
Tax Years: 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
Classified by: Size of Adjusted Gross Income
Tax Years: 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 Returns
2011PDF  2010PDF  2009PDF  2008PDF  2007PDF  2006PDF  2005PDF  2004PDF  2003PDF  2002PDF  2001PDF  2000PDF  1999PDF  1998PDF  1997PDF  1996PDF  1995PDF

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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.

 Table 1—Individual Income Tax Returns:  Selected Income and Tax Items
 Classified by: Size of Adjusted Gross Income
 Tax Years:

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:  Selected Income and Tax Items
 Classified by:  Percentage Change
 Tax Years: 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 Data
2020PDF 2016PDF  2015PDF  2014PDF  2013PDF  2012PDF  2011PDF  2010PDF  2009PDF  2008PDF  2007PDF  2006PDF  2005PDF  2004PDF  2003PDF  2002PDF  2001PDF  2000PDF  1999PDF  1998PDF  1997PDF  1996PDF

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