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 webpages. For more details about specific release dates or questions about SOI data, contact our Statistical Information Services staff.

Statistics of Income Releases — January 1, 2024 – March 31, 2024

Release Date Program Name Program Description Program Year
1/22/2024 Individuals, Mid-November Filing Season Statistics This study presents data from the population of all U.S. Individual Income Tax Returns (Forms 1040) processed by the IRS at three critical points during the calendar year: late-May, mid-July, and mid-November. Data are presented for selected sources of income, deductions, credits, and individual income taxes. The tables are classified by size of adjusted gross income. 2023
2/1/2024 Individuals, Return Line Item Estimates (Publication 4801) This annual publication provides estimates of the frequencies and amounts of the entries on the lines of the forms and schedules as shown in the respective Individual SOI Complete Report weighted file. Estimates are based on returns filed in a specific processing year that were statistically sampled and then weighted to estimate the entire tax year. This publication includes corresponding dollar amounts of selected lines filed in concurrence with the number of returns filed. Data is collected from those who filed a U.S. Individual Income Tax Returns (Forms 1040). SOI collects these data as part of its Individual Income Tax Return (Form 1040) Statistics program, Individual Income Tax Returns, Line Item Estimates. 2021
2/22/2024 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. It also examines high-income nontaxable returns (HINTs) and the reason for nontaxability. SOI collects these data from U.S. Individual Income Tax Returns (Forms 1040) as part of its annual study on  Individual Tax Return (Form 1040)  Statistics, Individual High Income Tax Returns. 2020
2/27/2024 Individuals, State Data This annual study provides individual income and tax data, for all 50 States, plus the District of Columbia, and other areas, by size of adjusted gross income who filed during a 12-month period, January 1-December 31. Data are tabulated based on the address shown on the tax return filed with the IRS. SOI collects these data from U.S. Individual Income Tax Returns (Forms 1040), and is a part of its Individual Income Tax Return (Form 1040) Statistics program, specifically Data by Geographic Areas, State Data. 2021
2/27/2024 Individuals, ZIP Code Data This annual study provides selected income and tax items classified by State, ZIP Code, and the size of adjusted gross income. These data include the number of returns, which approximates the number of households; the number of personal exemptions, which approximates the population; adjusted gross income; wages and salaries; dividends before exclusion; and interest received. Data are based who reported on U.S. Individual Income Tax Returns (Forms 1040) filed with the IRS. SOI collects these data as part of its Individual Income Tax Return (Form 1040) Statistics program, Data by Geographic Areas, ZIP Code Data. 2021
2/27/2024 Individuals, State Income Tax Percentile Tabulations This annual study provides data on adjusted gross income (AGI) percentile data by State for a given tax year. The data present the number of individual income tax returns, total income tax, AGI floor percentiles, average tax rates, and sources of income, by selected descending cumulative percentiles. The data include all 50 states, as well as the District of Columbia. SOI collects these data as part of its annual study on Individual Income Tax Return (Form 1040) Statistics program, Individual Statistical Tables by Tax Rate and Income Percentile. 2021
2/29/2024 Individuals, County Data This annual study provides county income and tax data (and State totals) that include the number of returns, which approximates the number of households; number of personal exemptions, which approximates the population; adjusted gross income; wages and salaries; dividends before exclusion; and interest received. Data are based on the addresses reported on U.S. Individual Income Tax Returns (Forms 1040) filed with the IRS. SOI collects these data as part of its annual study on Individual Tax Return Statistics by Geographic Areas, County Data. 2021
2/29/2024 Individuals, Metropolitan and Micropolitan Data This annual study provides detailed geographic data at the metropolitan and micropolitan statistical area level. These data are based on SOI's county data and provide a more in-depth analysis of 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 and collected from the U.S. Individual Income Tax Returns (Forms 1040) filed with the IRS. SOI collects these data as part of its Individual Income Tax Return (Form 1040) Statistics program, Data by Geographic Areas, County, Metropolitan and Micropolitan Data. 2021
2/29/2024 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. 2021
2/29/2024 SOI Bulletin, Winter Issue (Publication 1136) This quarterly publication provides data available from various tax and information returns filed by U.S. taxpayers. Data are analyzed from various types of tax and information returns, as well as information from periodic or special analytical studies of particular interest to the public, researchers, tax policymakers, and tax administrators. SOI publishes the Statistics of Income Bulletin quarterly: Winter, Spring, Summer, and Fall. 2024
3/28/2024 IRS Data Book (Publication 55B) The Internal Revenue Service (IRS) Data Book is published annually to provide a snapshot of agency activities. The publication contains statistical tables and organizational information on a fiscal year basis. The report provides data on returns filed, taxes collected, and refunds issued, enforcing the law, assisting the taxpayer, and the IRS budget and workforce. SOI also publishes an online graphical version of this publication on its Tax Stats Web page as part of its ongoing support of IRS Operations. 2023

2024 Full Calendar Year Public Release ScheduleXLSX

Includes all scheduled public releases for Calendar Year 2024.

2024 Program DetailsXLSX

An alphabetical list of all 2024 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.