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SOI Tax Stats - Upcoming Data Releases

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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—January 1, 2017–March 31, 2017

Release Date




01/10/2017 Tax-Exempt Organizations, Unrelated Business Income
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 2013 study are from returns filed through December 2015.
01/31/2017 Individuals, Form W-2 Tabulations This program provides statistical tables on individual income taxpayers with amounts found on Form W-2, "Wage and Tax Statement." 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.
02/10/2017 Individuals, Estate Tax, Year-of-Death

The data included in these tables are for returns filed for decedents who died in the same year and whose estates would have been subject to the same tax law and similar economic conditions.

02/28/2017 Corporations, Source Book, Publication 1053
This annual publication provides comprehensive data on corporation income tax returns by industry and by size of total assets. Data are from returns with accounting periods ended July 2014 through June 2015. Release date is pending a review of the content of all SOI corporate publications in accordance with recently revised IRS disclosure guidelines.
02/28/2017 Individuals, Advance Data
This annual study provides information on income, deductions, taxes, and credits reported on individual income tax returns and associated schedules. The file contains information on returns filed through September 2016 weighted up to represent a full year of data.
02/28/2017 SOI Bulletin, Publication 1136, Winter Issue
This quarterly report contains the earliest published financial statistics obtained from the various types of tax and information returns filed.
03/23/2017 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 all areas of the IRS, officials from other government agencies, and academic and private sector experts on tax policy, tax administration, and tax compliance.
03/30/2017 IRS Data Book, Publication 55B
This report describes activities conducted by the Internal Revenue Service during Fiscal Year 2015 (October 1, 2015, through September 30, 2016). It provides information on returns filed and taxes collected, enforcement, taxpayer assistance, the IRS budget and workforce, and other selected activities.


2017 Full Calendar Year Public Release Schedule
Includes all scheduled public releases for Calendar Year 2017.

2017 Program Details
An alphabetical list of all 2017 Statistics of Income programs, including end of tax year dates, filing periods, and sampling periods.



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Page Last Reviewed or Updated: 31-Jan-2017