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 — July 1, 2024 – September 30, 2024 Release Date Program Name Program Description Program Year 7/17/2024 Individuals, Late May Filing Season Statistics Individuals, Late May Filing Season Statistics 2023 7/30/2024 Tax-Exempt Organizations, Annual Financial Extracts This annual study provides microdata extract files containing selected financial data collected annually for program administrative purposes from the population of three IRS information returns, Return of Organization Exempt from Income Tax (Forms 990 and 990-EZ) and Return of Private Foundation (Form 990-PF), filed by active organizations in a given calendar year. SOI produces these extracts as part of its studies of Tax-Exempt Organization Population Data. 2023 8/21/2024 Bonds, Tax-Exempt Governmental and Private Activity This annual study provides information on governmental and 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) and Information Returns for Tax-Exempt Governmental Bonds (Forms 8038-G) as part of its Tax-Exempt Bond Statistics studies. 2021 8/27/2024 Excise Taxes This table, updated annually on a fiscal year basis, presents excise tax data from the (1) IRS Chief Financial Officer (CFO), (2) IRS Statistics of Income Division (SOI), (3) Alcohol and Tobacco Tax and Trade Bureau (TTB), (4) the U.S. Customs Service, and (5) the Treasury Department. The data include the excise taxes levied on the manufacture, sale, or consumption of commodities as well as certain activities. The Internal Revenue Service provides data on excise tax revenue for categories such as: Retail, Manufacturers, Facilities and Services, Policies Issued by Foreign Insurers, Environmental, Affordable Care Act (ACA) and certain other Excise taxes. Affordable Care Act (ACA) taxes and fees are included beginning with Fiscal Year 2010, depending upon the provision. The Alcohol and Tobacco Tax and Trade Bureau data include excise taxes from alcohol and tobacco. The source of excise taxes from Imports comes from U.S. Customs and Border Protection Agency reports, while those on private foundations come from SOI. 2023 8/29/2024 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. 2018 8/29/2024 SOI Bulletin, Summer 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 9/19/2024 Projections, Spring Issue (Publication 6292) This semi-annual publication contains multi-year projections of the number of tax returns to be filed with the IRS by fiscal year of filing, major return categories, and business operating divisions (for selected categories). This publication is updated spring and fall and includes detailed projections by approximately 50 different individual, business and tax-exempt return types, such as Form 1040, Form 1120, Form 941 and Form 990. Publication 6292 is one of five publications developed by SOI to provide statistical Projections of Federal Tax Return Filings. 2024 9/19/2024 Projections, Publication 6961 This annual publication contains calendar year projections of information and withholding documents. 2024 9/19/2024 Heavy Highway Vehicle Use Tax Return, Calendar Years 2014-2024 (Q2 Release) Data presented include the number of electronically filed heavy highway vehicles use tax returns (Form 2290) by month at the National level. 2014-2024 9/19/2024 Income Tax Returns for Estates and Trusts This annual study provides information on income, deductions, taxes and credits reported on income tax returns for estates and trusts (Form 1041) for tax year 2019 and associated schedules. Data are from returns with a fiscal year ending in December. 2019 9/24/2024 Corporations, Foreign-Controlled Domestic This annual study covers domestic corporations with 50-percent or more stock ownership by a single foreign “person.” It provides balance sheet, income statement, and tax-related data, which are classified by industry group, country of the owner, and age of the corporation. SOI collects these data from U.S. Corporation Income Tax Returns (Forms 1120 series) as part of its Corporate Tax Statistics program, Foreign-Controlled Domestic Corporations study. 2021 9/24/2024 Corporations, Corporation Income Tax Returns Complete Report (Publication 16) This annual publication provides comprehensive statistics on assets, liabilities, receipts, deductions, net income, income subject to tax, tax, and credits. Classifications are by industry, form type, size of total assets, size of business receipts, and other selected classifiers. SOI collects these data from U.S. Corporation Income Tax Returns (Forms 1120). Separate tabulations based on U.S. Income Tax Return for an S Corporation (Forms 1120 S) are also included. SOI publishes these data annually as part of its study on Corporation Tax Statistics 2021 9/24/2024 Section 250 Deduction for Foreign-Derived Intangible Income (FDII) and Global Intangible Low-Taxed Income (GILTI) This biennial study provides data from Form 8993 on U.S. corporations’ foreign-derived intangible income (FDII) deductions and global intangible low-taxed income (GILTI) deductions under section 250 and its related regulations. 2021 9/26/2024 Corporations, Income Tax Returns Line Item Estimates (Publication 5108) 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 on returns selected for the Corporation Program. 2021 9/26/2024 Tax-Exempt Organizations (Except Private Foundations) This annual study provides balance sheet and income statement data for nonprofit charitable organizations classified as tax exempt under subsections 501(c)(3) through 501(c)(9) of the Internal Revenue Code. SOI collects these data from Returns of Organizations Exempt from Income Tax (Form 990 series) as part of its annual study on Charitable and Exempt Organization Statistics, Tax-Exempt Organizations Program. 2021 9/26/2024 Corporations, Global Intangible Low-Taxed Income (GILTI) This biennial study provides data from Form 8992 on U.S. shareholders of controlled foreign corporations’ global intangible low-taxed income inclusions under section 951A and its related regulations. 2021 9/26/2024 Corporations, Transactions of Foreign-Owned Domestic Corporations This biennial study provides data for foreign-owned domestic corporations with total receipts of $500 million or more and with forms 5472 attached to a Form 1120. 2021 2024 Full Calendar Year Public Release Schedule XLSX Includes all scheduled public releases for Calendar Year 2024. 2024 Program Details XLSX 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.
