SOI Tax Stats - Upcoming Data Releases

 

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, 2020–September 30, 2020

Release Date Program Name Program Description Program Year

Pending

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 2018.

2017

7/23/2020   

Heavy Highway Vehicle Use Tax Return, Calendar Years 2015-2020 (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

Pending

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 2017 study is based on data from returns filed through December 2019.

 2017

8/6/2020  

Tax-Exempt Organizations, Excise Taxes 

This program provides processing year data on taxes on prohibited activities reported by private foundations, charities, and split-interest trusts. Error-corrected data, derived from the Business Returns Transaction file, are extracted for the entire calendar year, regardless of the tax year represented.

2019
8/13/2020 Corporations, Foreign-Controlled Domestic The Tax Year 2017 study covers domestic corporations with 50-percent-or-more stock ownership by a single foreign "person." It covers balance sheet, income statement, and tax-related data, which are classified by industry group, country, and size and age of the corporations. Data are compared to those for other domestic corporations. 2017

8/20/2020 

Projections, Publication 6961 

This annual publication contains calendar year projections of information and withholding documents. 

2020

8/20/2020  

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.

2019

8/20/2020 

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

8/25/2020  

SOI Bulletin, Summer Issue, Publication 1136

This quarterly publication 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.

2020

8/27/2020 

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 501(c)(9) of the Internal Revenue Code. Data for the Tax Year 2016 study are from returns filed through December 2019.

2017

8/27/2020  

Individuals, County Data

County income data (and State totals) are available annually and are based on the addresses reported on individual income tax returns. 

2018

8/27/2020  

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.

2018

8/27/2020  

Individuals, ZIP Code Data

This study provides detailed tabulations of individual income tax return data at the State and ZIP code level. 

2018

8/27/2020   

Individuals, State Data

State-level data for individuals are available annually.

2018

8/31/2020 

Personal Wealth 

This periodic study provides estimates of personal wealth of top wealth holders that are generated from estate tax return data using the “estate multiplier” technique, in conjunction with both filing-year and year-of-death estate databases. 

2016
9/3/2020   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 2018 study are from returns filed through December 2019. 2018

9/3/2020 

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 2018 study are based on returns filed through December 2019. 

2018
9/3/2020  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 2018 data are based on returns filed through December 2019.  2018
9/17/2020   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 (Sole Proprietorship), Schedule E, Supplemental Income and Loss, and Schedule F, Profit or Loss from Farming. The data will provide additional background and makeup of these individual business returns, including data on income items, adjustments, credits, and taxes. 2018
9/17/2020  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).  2020
9/29/2020  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.  2017
9/29/2020    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. 2017

2020 Full Calendar Year Public Release Schedule (XLSX) 

Includes all scheduled public releases for Calendar Year 2020.

2020 Program Details (XLSX)        

An alphabetical list of all 2020 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.