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I 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 — Apr. 1–Jun. 30, 2026
| Release date | Program name | Program description | Program year |
|---|---|---|---|
| 4/2/2026 | Individuals, Nonfarm Sole Proprietorships | This annual study on nonfarm sole proprietorships includes business receipts, deductions, and net income classified by industry group. Data reported for a specific tax year are based on returns filed through December 31 of the following year by individual taxpayers on Profit or Loss From Business (Form 1040, Schedule C). SOI collects these data as part of its Business Tax Statistics program, Nonfarm Sole Proprietorship Statistics. | 2023 |
| 4/23/2026 | Individuals, High-Income Returns Study | This annual study provides detailed data on individual income tax returns with adjusted gross income or expanded income greater than $200,000. It also examines high-income nontaxable returns (HINTs) and the reason for nontaxability. SOI collects these data from U.S. Individual Income Tax Returns (Forms 1040) as part of its annual study on Individual Tax Return (Form 1040) Statistics, Individual High Income Tax Returns. | 2022 |
| 4/23/2026 | Individuals, Return Line Item Estimates (Publication 4801) | This annual publication provides estimates of the frequencies and amounts of the entries on the lines of the forms and schedules as shown in the respective Individual SOI Complete Report weighted file. Estimates are based on returns filed in a specific processing year that were statistically sampled and then weighted to estimate the entire tax year. This publication includes corresponding dollar amounts of selected lines filed in concurrence with the number of returns filed. Data is collected from those who filed a U.S. Individual Income Tax Returns (Forms 1040). SOI collects these data as part of its Individual Income Tax Return (Form 1040) Statistics program, Individual Income Tax Returns, Line Item Estimates. | 2023 |
| 4/28/2026 | 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. | 2025 |
| 5/26/2026 | Individuals, Sales of Capital Assets | This study provides detailed data on the sales of capital assets reported in the capital gains schedule of the individual income tax return, and on sales of residences and personal or depreciable business property. | 2018 |
| 5/26/2026 | Individuals, Information Returns, Line Item Estimates (Publication 5385) | This Statistics of Income (SOI) Information Returns, line item estimates publication provides estimates of frequencies and amounts of the entries on the lines of the forms filed for selected information returns that accompany the Individual SOI complete report weighted file. | 2023 |
| 5/26/2026 | Individual Retirement Arrangements | This annual study contains Form W-2 and SSA-records, as well as selected other information documents from the Information Returns Master File for primary and secondary taxpayers, as well as their dependents, for all returns processed through the individual SOI systems. | 2023 |
| 5/28/2026 | SOI Bulletin, Spring Issue (Publication 1136) | The quarterly Statistics of Income (SOI) Bulletin 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. | 2026 |
| 6/4/2026 | IRS Research Bulletin (Publication 1500) | The annual IRS Research Bulletin (Publication 1500) features selected papers from the prior year’s IRS-Tax Policy Center Research Conference on Tax Administration. This conference highlights research on all aspects of tax administration and promotes dialogue among IRS, stakeholders, academics, and other tax administrators to stay abreast of the latest trends and research findings affecting tax administration. Statistics of Income’s (SOI’s) parent organization, Research, Applied Analytics, and Statistics, co-hosts the annual conference and publishes the IRS Research Bulletin with SOI to ensure this research is available as widely as possible. | 2026 |
| 6/23/2026 | Individuals, Noncash Charitable Contributions | This annual study provides data on individual taxpayers whose noncash donations exceed $500 when reported as charitable contributions. Data include detailed asset donations, descriptions of the donees, donor cost, fair market value, and the deduction claimed. SOI collects these data from U.S. Individual Income Tax Returns (Forms 1040), Itemized Deductions (Schedule A) with Noncash Charitable Contributions (Forms 8283) attached as part of its Individual Income Tax Returns (Form 1040) Statistics program. | 2023 |
2026 full calendar year public release schedule XLSX
The full year calendar will be reviewed and republished following the restoration of appropriations and the resumption of normal government operations.
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.