SOI Tax Stats - Upcoming Data Releases

Our revised release dates for our statistical data products scheduled for Calendar Year 2019 is now available. We will update the calendar below should any date change during the year. The revised calendar is due to the partial Government shutdown. Thank you for your patience.

In accordance with OMB Statistical Policy Directive 4, "Release and Dissemination of Statistical Products Produced by Federal Statistical Agencies," adopted on April 7, 2008, IRS' Statistics of Income Division provides information about the release dates of its statistical data products by providing: a quarterly schedule of Upcoming Data Releases; an annual Full Calendar Year Public Release Schedule; and an annual list of Program Details about all SOI programs. It is important to note that release dates on these schedules are tentative; some release dates may change during the year; and new entries may be added or others replaced as necessary. The list will be updated as new information becomes available. Customers can also be notified through our Tax Stats listserv and What's New webpage. For more details about specific release dates or questions about SOI data, contact our Statistical Information Services staff.

Statistics of Income Releases - October 1, 2019–December 31, 2019

Release Date Program Name Program Description Program Year
10/3/2019 Individuals, Gift Tax This annual study provides data for type and amount of gift, information on donee, and tax computation items. Information about the donor and gift splitting is also available. 2018
10/10/2019 Individuals, Income Tax Percentile Tabulations This annual study provides data on income and tax distributions for all nondependent individual income tax returns by percentiles. Data for the Tax Year 2017 study are from returns filed through December 2018. 2017
10/16/2019 Projections, Publication 6187 This annual publication contains calendar year projections of individual returns by major processing categories important to IRS planning operations, by selected years and areas. 2019
10/22/2019 Heavy Highway Vehicles Use Tax Return, Calendar Years 2014-2019 (Q3 Release) Data presented include the number of electronically filed Heavy Highway Vehicles Use Tax Returns (Form 2290) by month at the National level. 2019
10/24/2019 Corporations, Foreign Tax Credit This annual study provides data on foreign income, taxes paid, and foreign tax credit reported on corporation foreign income tax returns. Data are classified by industry group and country. 2016
10/24/2019 Individuals, Withholding on Foreign Recipients of U.S. Income This annual study provides data by country on income paid to nonresident aliens and the amount of tax withheld for the U.S. Government. Data are from returns filed through March 2017. 2017
10/29/2019 Controlled Foreign Corporations Study This bi-annual study provides information on assets, receipts, earnings, taxes, distributions, subpart F income, and related party transactions for U.S. corporations and their controlled foreign corporations. Data are collected from Forms 5471. 2016
10/31/2019 Individuals, County Data County income data (and State totals) are available annually and are based on the addresses reported on individual income tax returns. 2017
10/31/2019 Individuals, Metropolitan and Micropolitan Data This study provides detailed tabulations of individual income tax return data at the metropolitan and micropolitan statistical area level; tax return data are based on SOI's county data. The information provides for more in-depth analysis as it contains urban core populations of 50,000 or more for metro areas and at least 10,000 (but less than 50,000) for micro areas. Data are classified by size of adjusted gross income. 2017
10/31/2019 Individuals, ZIP Code Data This study provides detailed tabulations of individual income tax return data at the State and ZIP code level. 2017
10/31/2019 Corporations, International Boycott Report The study includes data related to unsanctioned international boycotts from corporations and partnerships and other entities as reported on International Boycott Report (Form 5713). 2017
10/31/2019 Individuals, State Data State-level data for individuals is available annually. 2017
11/6/2019 Projections, Publication 6186 This annual publication contains calendar year return projections for approximately 50 different types of individual, business, and tax-exempt return types for the U.S. and IRS Campuses. 2019
11/8/2019 Individuals, Congressional District Data This study provides information on income, deductions, taxes, and credits reported on individual income tax returns at the congressional district and State level. 2013-2017
11/15/2019 Individuals, Income Tax Percentiles by State This study provides data on income and tax distributions for nondependent individual income tax returns with positive adjusted gross income (AGI) by percentiles and State. 2017
11/26/2019 Partnerships, Income Based on the record information it collected, perfected, and analyzed from the sample of TY 2017 partnership returns, SOI produces text, figures, tables, and statistics for publication in the SOI Bulletin and on the IRS Tax Stats Web site. 2017
11/26/2019 Partnerships, Return Line Item Estimates, Publication 5035 Based on the annual SOI partnership sample, Publication 5035 presents population estimates of the frequencies of entries and population estimates of the dollar amounts that taxpayers record on the lines of the partnership forms and schedules. 2017
11/26/2019 SOI Bulletin, Publication 1136, Fall Issue This quarterly report provides the earliest published annual financial statistics obtained from the various types of tax and information returns filed with the IRS, as well as information from periodic or special analytical studies. 2019
11/29/2019 Corporations, Corporation Research Credit These tables are updated annually and provide data reported by corporations on the Credit for Increasing Research Activities (Form 6765) return. Release data is pending a review of all SOI corporate publications in accordance with recently revised IRS disclosure guidelines. 2014
11/29/2019 Corporations, Corporation Income Tax Returns Complete Report, Publication 16 This annual publication provides statistics from the Form 1120 series pertaining to income, deductions, assets, liabilities, and tax reported on corporation income tax returns. Classifications are by industry, form type, size of total assets, and size of business receipts. Separate tabulations from the U.S. Income Tax Return for an S Corporation (Form 1120S), are also included. Release date is pending a review of the content of all SOI corporate publications in accordance with recently revised IRS disclosure guidelines. 2015
11/29/2019 Corporations, Income Tax Returns Line Item Estimates, Publication 5108 This annual publication contains estimates of frequencies of taxpayer entries and estimates of monetary amounts recorded on the applicable lines of the forms and schedules filed as part of corporation tax returns. Release date is pending a review of the content of all SOI corporate publications in accordance with recently revised IRS disclosure guidelines. 2015
11/29/2019 Corporations, Corporation Research Credit These tables are updated annually and provide data reported by corporations on the Credit for Increasing Research Activities (Form 6765) return. Release date is pending a review of the content of all SOI corporate publications in accordance with recently revised IRS disclosure guidelines. 2015
12/10/2019 Tax-Exempt Organizations (Private Foundations) This annual study provides balance sheet and income statement data for domestic private foundations and charitable trusts filing a Form 990-PF. The Tax Year 2016 study is based on data from returns filed through December 2018. 2016
12/18/2019 Projections, Publication 6149 This annual publication contains calendar year return projections by State. 2019
12/19/2019 Corporations, Multi-National Enterprise (Form 8975/8975 Schedule A) Study Country-by-Country Report (Form 8975) and Tax Jurisdiction and Constituent Entity Information (Form 8975, Schedule A) returns are used by U.S. corporations to report certain information with respect to the filer's multi-national enterprise (MNE) group on a country-by-country basis. The filer reports the U.S. MNE group's business entities, indicating each entity's tax jurisdiction, country of organization, main business activity, and selected financial information for each tax jurisdiction in which the U.S. MNE does business. SOI conducts this study annually. 2017
12/19/2019 Individuals, Mid-November Filing Season Statistics This program includes Individual Income Tax Return information regarding the Calendar Year 2019 Filing Season at three different points in the year. The mid-November tables should reflect nearly all returns that will be received and processed by the IRS in Calendar Year 2019, including any returns filed timely that had previously been granted a 6-month extension. 2019
12/31/2019 Individuals, Migration Flow Data The annual Migration Flow study (based on year-to-year changes in individual tax return addresses) provides data on the number of returns, number of exemptions, and aggregate adjusted gross income at the State and county level. The most recent study is based on data from returns filed through December 2017. 2017

2019 Full Calendar Year Public Release Schedule (XLSX) 

Includes all scheduled public releases for Calendar Year 2019.

2019 Program Details (XLSX)        

An alphabetical list of all 2019 Statistics of Income programs, including end of tax year dates, filing periods, and sampling periods.

Release and Dissemination of SOI's Statistical Products

Want to know when and how we release data to the public? Look here for information about releases of both advance and final versions of statistical products, and corrections to statistical products.