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, 2021–June 30, 2021

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 2020 (October 1, 2019, through September 30, 2020). It provides information on returns filed and taxes collected, enforcement, taxpayer assistance, the IRS budget and workforce, and other selected activities. 2020
5/20/2021 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. 2018
5/25/2021 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. 2021
5/27/2021 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. 2020
5/27/2021 Personal Wealth This periodic study provides estimates of personal wealth of top wealth holders that are generated from estate tax return data using the “estate multiplier” technique, in conjunction with both filing-year and year-of-death estate databases. 2016
6/24/2021 Tax-Exempt Organizations, Annual Financial Extracts The Processing Year 2020 extract files contain selected financial data collected for program administrative purposes from the population of tax-exempt organization information returns. 2020

2021 Full Calendar Year Public Release Schedule XLSX 

Includes all scheduled public releases for Calendar Year 2021.

2021 Program Details XLSX        

An alphabetical list of all 2021 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.