SOI Tax Stats - Upcoming Data Releases

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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 — July 1, 2019–September 30, 2019

Release Date

Program
Name

Program
Description

Program Year

7/15/2019 Individuals, Form W-2 Tabulations

This program provides statistical tables on individual income taxpayers with amounts found on Wage and Tax Statement (Form W-2). The statistical tables provide detailed information about individual wages, tax withholding, elective deferral contributions, and retirement plan participation. Current statistical tables have been categorized into four main areas: Wage Statistics; Elective Retirement Contribution Statistics; Retirement Plan Indicator Statistics; and Summary Statistics.

2015
7/18/2019 Tax-Exempt Organizations, Annual Financial Extracts The Processing Year 2018 extract files contain selected financial data collected for program administrative purposes from the population of tax-exempt organization information returns. 2018
7/23/2019

Heavy Highway Vehicles Use Tax Return, Calendar Years 2014-2019 (Q2 Release)

Data presented include the number of electronically filed Heavy Highway Vehicles Use Tax Returns (Form 2290) by month at the National level. 2019
7/25/2019 Individuals, High-Income Returns Study This annual study provides detailed data on individual income tax returns with adjusted gross income or expanded income greater than $200,000. The study also looks at high-income nontaxable returns (HINTs) and the reason for nontaxability. Tables are provided annually to OTA. An annual SOI Bulletin article is also produced. Data are from returns filed through December 2017. 2016
8/14/2019 Individuals, Returns with Business Attributes Data presented for income tax returns that contain small business income or losses. These include income from Schedule C, Profit or Loss from Business, Schedule E, Supplemental Income or Loss, and Schedule F, Profit or Loss from Farming.  The data will provide additional background and composition of these individual business returns, including data on income items, adjustments, credits, and taxes. 2015-2017
8/14/2019 Projections, Publication 6961 This annual publication contains calendar year projections of information and withholding documents. 2019
8/22/2019 Individuals, Mid-July Filing Season Statistics This program includes individual income tax return information regarding the calendar year filing season at three different points in the year. The second release for returns received and processed by mid-July will update the earlier tables and in past filing seasons represented approximately 95 percent of all filers, 87 percent of total AGI, and 82 percent of total tax liability. 2019
8/27/2019 SOI Bulletin, Publication 1136, Summer 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
8/29/2019 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. 2014
Fall of 2019, exact date pending Excise Taxes Data provided are by fiscal year for excise taxes levied on the manufacture, sale, or consumption of commodities as well as certain activities. Affordable Care Act (ACA) taxes and fees are included beginning with Fiscal Year 2010, depending upon the provision. The data include amounts reported to or collected by the Internal Revenue Service, the Alcohol and Tobacco Tax and Trade Bureau, and the Customs Service. Release date is pending a review of the content of all SOI corporate publications in accordance with recently revised IRS disclosure guidelines. 2018
9/18/2019 Projections, Publication 6292, Fall Issue This semi-annual publication contains fiscal year return projections for the United States by major return categories and by business operating divisions (for selected categories). 2019
9/24/2019 Tax-Exempt Organizations (Except Private Foundations) This annual study provides balance sheet and income statement data for organizations classified as tax exempt under subsections 501(c)(3) through (9) of the Internal Revenue Code. Data for the Tax Year 2016 study are from returns filed through December 2018. 2016
9/26/2019 Individuals, Complete Report Tabulations, Publication 1304 This annual publication contains population estimates of the frequencies of entries and population estimates of the dollar amounts that taxpayers record on the applicable lines of the forms and schedules of individual income tax returns. Data are classified by size of adjusted gross income, marital status, age, or type of tax computation. Data for the Tax Year 2017 study are from returns filed through December 2018. 2017
9/26/2019 Individuals, Nonfarm Sole Proprietorships This study, produced annually, covers business receipts, deductions, and net income reported on Schedule C, "Profit or Loss From Business," for nonfarm proprietors, classified by industry group. Data for the Tax Year 2017 study are based on returns filed through December 2018. 2017
9/26/2019 Individuals, Return Line Item Estimates, Publication 4801 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 individual income tax returns as shown in the Individual Complete Report. Tax Year 2017 data are based on returns filed through December 2018. 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.

 

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