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SOI Tax Stats - Upcoming Data Releases

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Statistics of Income Releases—October 1, 2016–December 31, 2016

Release Date

Program
Name

Program
Description

Program
Year

10/13/2016 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 2015.

 
2015
10/26/2016 Corporations, Foreign-Controlled Domestic

 
The Tax Year 2013 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, from returns filed through June 2015, are compared to those for other domestic corporations.

 
2013
10/26/2016 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 2015.

 
2014
10/26/2016 International Boycott Report

 
The Tax Year 2013 study includes data related to unsanctioned international boycotts from corporations and partnerships, and other entities as reported on Form 5713.

 
2014
10/26/2016 Partnerships, Return Line Item Estimates

 
Based on the annual SOI partnership sample, Publication 5035 presents population estimates of the frequencies of entries and population estimates of the dollar amounts taxpayers record on the lines of the partnership forms and schedules.

 
2014
10/26/2016 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.

 
2013
10/26/2016 Estate Tax

 
This annual study provides information on a gross estate and its composition, deductions, and tax and information on the age, sex, and marital status of decedents. Basic estate tax return data, by year in which returns are filed, are produced each year. Other statistics are available on a year-of-death basis (approximately every 3 years).

 
2015
10/26/2016 Individuals, Income Tax Percentile Tabulations

 
This annual study provides data on income and tax distribution for all nondependent individual income tax returns by percentiles. Data for the Tax Year 2014 study are from returns filed through December 2015.

 
2014
10/26/2016 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 2013 study are based on returns filed through December 2015.

 
2014
11/9/2016 Taxpayers with Individual Retirement Arrangement (IRA) Plans

 
This annual study provides data detailing the total fair market value for IRAs, the number of taxpayers receiving distributions, and total contributions made to the various types of IRAs. Data for the study are from matched samples of individual income tax returns (Forms 1040), IRA contribution information (Forms 5498), and distributions from IRAs (Forms 1099-R) filed.

 
2014
11/16/2016 Corporation Depreciation

 
This table is updated annually and provides data reported by corporations on Form 4562, "Depreciation and Amortization" and classified by industrial sector.

 
2013
11/16/2016 Corporations, Return Line Item Estimates

 
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 as shown in the Statistics of Income Complete Report. Data are from returns with accounting periods ended July 2013 through June 2014.

 
2013
11/16/2016 Corporation Research Credit

 
These tables are updated annually and provide data reported by corporations on the Form 6765, "Credit for Increasing Research Activities".

 
2013
11/30/2016 SOI Bulletin, Fall Issue

 
This quarterly report contains the earliest published financial statistics obtained from the various types of tax and information returns filed.

 
2016
12/01/2016 Individuals, Top 400 Individual Income Tax Returns with the Largest AGI

 
This annual study provides data on the top 400 individual income tax returns with the largest AGI. The data contain frequencies, money amounts, and average dollar amounts for income, deductions, and tax credits. Also included are data on marginal tax rate, average tax rate, and the number of times an individual return appeared in each of the tax years. Data from the Tax Year 2014 study are from returns filed through December 2015.

 
2014
12/28/2016 Individuals, Mid-November Filing Season Statistics

 
This report, published three times per year, includes number of returns, total income, total tax, and share of income composed of capital gains, by AGI category. Data for the November report are based on returns processed through week 47 of the filing season.

 
2016

 

2016 Full Calendar Year Public Release Schedule
Includes all scheduled public releases for Calendar Year 2016.

2016 Program Details
An alphabetical list of all 2016 Statistics of Income programs, including end of tax year dates, filing periods, and sampling periods.

 

 

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Page Last Reviewed or Updated: 02-Nov-2016