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 - April 1, 2020–June 30, 2020

Release Date Program Name Program Description Program Year
Pending

IRS Data Book, Publication 55B

This report describes activities conducted by the Internal Revenue Service during Fiscal Year 2019 (October 1, 2018, through September 30, 2019). It provides information on returns filed and taxes collected, enforcement, taxpayer assistance, the IRS budget and workforce, and other selected activities.

2019

4/23/2020

Heavy Highway Vehicle Use Tax Return, Calendar Years 2015-2020 (Q1 Release)

Data presented include the number of electronically filed heavy highway vehicles use tax returns (Form 2290) by month at the National level.

2019

4/30/2020

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.

2017

5/28/2020

Bonds, Tax-Exempt Governmental

This annual study provides information on Governmental bonds by items such as size of face amount, State, and type of property financed. Data for Tax Year 2017 are based on returns filed through March 2018.

2017

5/28/2020

Bonds, Tax-Exempt Private Activity

This annual study provides information on private activity bonds by items such as size of face amount, State, and type of property financed.

2017

5/28/2020

SOI Bulletin, Spring 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

5/28/2020

Tax-Exempt Organizations, Annual Financial Extracts

The Processing Year 2019 extract files contain selected financial data collected for program administrative purposes from the population of tax-exempt organization information returns.

2019

5/28/2020

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.

2016

5/28/2020

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. Release date is pending a review of the content of all SOI corporate publications in accordance with recently revised IRS disclosure guidelines.

2016

6/4/2020

Tax-Exempt Organizations, Unrelated Business Income Tax

This annual study provides data on unrelated business income and deductions for organizations classified as tax-exempt under the Internal Revenue Code. Data for the Tax Year 2014 study are from returns filed through December 2016.

2014

6/11/2020

IRS Research Bulletin, Publication 1500

This report features selected papers from the annual IRS-Tax Policy Center Research Conference. Papers include the latest trends and research findings from the IRS, officials from other Government agencies, and academic and private sector experts on tax policy, tax administration, and tax compliance.

2019

6/18/2020

Projections, Publication 6292, Spring 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

6/25/2020

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

6/25/2020

Partnerships, Withholding on Foreign Recipients of U.S. Income

This annual study provides data on U.S. partnership payments to foreign partners. Data are classified by country and recipient type.

2017

6/25/2020

Individuals, Foreign Person’s Real Property Tax

This annual study provides data on distributions of U.S. real property interests by foreign persons.

2017

6/25/2020

Individuals, Late May 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 first release of the table will summarize data from returns filed by late May. These returns should primarily reflect income earned in the year preceding the filing and reported to the IRS by the April 15 deadline.

2019

6/29/2020

Individuals, Estate Tax (Year of Death)

Conducted every 3 years, this study includes data collected over a 3-year filing period for the vast majority of estates whose decedents died in a given calendar year.

2016

6/30/2020

Individuals, Noncash Charitable Contributions

This study of individual income tax returns provides detailed asset donations, descriptions of the donees, donor cost, fair market value, and deduction claimed on the Noncash Charitable Contributions (Form 8283) return. Data are from returns filed through December 2017.

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.