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 - January 1, 2022–March 31, 2022

Release Date Program Name Program Description Program Year
1/27/2022 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. SOI collects these data from Information Returns for Tax-Exempt Private Activity Bond Issues (Forms 8038) as part of its Tax-Exempt Bond Statistics studies. 2018
2/1/2022 Individuals, Gift Tax This annual study provides data collected by filing year on the donors and recipients of gifts that exceed the annual exclusion. Data include gift types and amounts, lifetime gifts, gift splitting, and tax liabilities. Data are collected from United States Gift (and Generation-Skipping Transfer) Tax Returns (Form 709) filed with the IRS. SOI collects these data as part of its Estate, Gift, and Trust Statistics program, Gift Tax Statistics. 2020
2/22/2022 Individuals, Individual Retirement Arrangement (IRA) Information This annual study provides data detailing the total fair market value for IRAs, the number of taxpayers receiving distributions, and the total contributions made to the various types of IRAs. Data for the study are from matched samples of U.S. Individual Income Tax Returns (Forms 1040), IRA Contribution Information (Forms 5498), and Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Forms 1099-R) filed with the IRS. SOI collects these data as part of its Individual Income Tax Return (Form 1040) Statistics program. 2019
2/24/2022 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. 2022
2/24/2022 Individuals, Sale of Capital Assets The Sales of Capital Assets bulletin article and related statistical tables provide detailed information about trends in the capital gains and losses of individuals. Statistics are periodically collected about types of transactions producing these gains and losses, the month of the year in which a transaction occurs, the length of time assets are held before sale, and the size of the sellers' adjusted gross income. 2013-2015
3/1/2022 Tax-Exempt Organizations (Private Foundations) This annual study provides balance sheet and income statement data, as well as data on excise tax liability, charitable distributions, and administrative expenditures, for domestic private foundations and charitable trusts. SOI collects these data from Return of Private Foundations (Form 990-PF) as part of its Charitable and Tax-Exempt Organization Statistics, Domestic Private Foundation and Charitable Trust Statistics Program. 2018
3/22/2022 Individuals, Late-December Filing Season Statistics This program includes individual income tax return information regarding the Calendar Year 2021 Filing Season at three different points in the year. The mid-November tables should reflect nearly all returns that will be received and processed by the IRS in Calendar Year 2021, including any returns filed timely that had previously been granted a 6-month extension. 2021
3/31/2022 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 2021 weighted up to represent a full year of data. 2020
3/31/2022 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. 2021
3/31/2022 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. The tax on unrelated business income applies to most organizations exempt from tax under section 501(a). These organizations include charitable, religious, scientific, and other organizations described in section 501(c), as well as employees' trusts forming part of pension, profit-sharing, and stock bonus plans described in section 401(a). SOI collects these data from Exempt Organizations Business Income Tax Returns (Forms 990-T) as part of its study on Charitable and Exempt Organization Statistics, Unrelated Business Income Tax. 2015

2022 Full Calendar Year Public Release Schedule XLSX

Includes all scheduled public releases for Calendar Year 2022.

2022 Program Details XLSX

An alphabetical list of all 2022 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.