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: 2011 XLS  2010 XLS  2009 XLS  2008 XLS  2007 XLS  2006 XLS  2005 XLS  2004 XLS  2003 XLS  2002 XLS  2001 XLS  2000 XLS  1999 XLS  1998 XLS  1997 XLS  1996 XLS  1995 XLS

 

Table 2—Individual Income Tax, All Returns: Tax Liability, Tax Credits, and Tax Payments
Classified by: Size of Adjusted Gross Income
Tax Years: 2011 XLS  2010 XLS  2009 XLS  2008 XLS  2007 XLS  2006 XLS  2005 XLS  2004 XLS  2003 XLS  2002 XLS  2001 XLS  2000 XLS  1999 XLS  1998 XLS  1997 XLS  1996 XLS  1995 XLS

 

Table 3—Individual Income Tax Returns with Itemized Deductions
Classified by: Size of Adjusted Gross Income
Tax Years: 2011 XLS  2010 XLS  2009 XLS  2008 XLS  2007 XLS  2006 XLS  2005 XLS  2004 XLS  2003 XLS  2002 XLS  2001 XLS  2000 XLS  1999 XLS  1998 XLS  1997 XLS  1996 XLS  1995 XLS

 

Table 4—Individual Income Tax Returns with Earned Income Credit
Classified by: Size of Adjusted Gross Income
Tax Years: 2011 XLS  2010 XLS  2009 XLS  2008 XLS  2007 XLS  2006 XLS  2005 XLS  2004 XLS  2003 XLS  2002 XLS  2001 XLS  2000 XLS  1999 XLS  1998 XLS  1997 XLS  1996 XLS  1995 XLS

Bulletin Articles

Each Bulletin article is in PDF format. A free Adobe® reader is available for download, if needed.

Individual Income Tax Returns
2011 PDF  2010 PDF  2009 PDF  2008 PDF  2007 PDF  2006 PDF  2005 PDF  2004 PDF  2003 PDF  2002 PDF  2001 PDF  2000 PDF  1999 PDF  1998 PDF  1997 PDF  1996 PDF  1995 PDF

(Back to top)


Preliminary 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 Returns:  Selected Income and Tax Items
 Classified by: Size of Adjusted Gross Income
 Tax Years:

2017 XLS  2016 XLS  2015 XLS  2014 XLS  2013 XLS  2012 XLS  2011 XLS  2010 XLS  2009 XLS  2008 XLS  2007 XLS  2006 XLS  2005 XLS  2004 XLS  2003 XLS  2002 XLS  2001 XLS  2000 XLS  1999 XLS  1998 XLS  1997 XLS  1996 XLS

 

 Individual Income Tax Returns:  Selected Income and Tax Items
 Classified by:  Percentage Change
 Tax Years: 2014/2013 XLS  2013/2012 XLS   2012/2011 XLS   2011/2010 XLS   2010/2009 XLS   2009/2008 XLS   2008/2007 XLS   2007/2006 XLS   2006/2005 XLS   2005/2004 XLS

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
2016 PDF  2015 PDF  2014 PDF  2013 PDF  2012 PDF  2011 PDF  2010 PDF  2009 PDF  2008 PDF  2007 PDF  2006 PDF  2005 PDF  2004 PDF  2003 PDF  2002 PDF  2001 PDF  2000 PDF  1999 PDF  1998 PDF  1997 PDF  1996 PDF

(Back to top)