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–September 30, 2025
| Release date | Program name | Program description | Program year |
|---|---|---|---|
| 7/24/2025 | Individuals, Late May Filing Season Statistics | Individuals, Late May Filing Season Statistics | 2024 |
| 7/31/2025 | 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. | 2024 |
| 8/21/2025 | 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. | 2022 |
| 8/21/2025 | Tax-Exempt Organizations, Excise Taxes | This annual study provides processing year data on taxes on prohibited activities reported by private foundations, charities, and split-interest trusts. Error-corrected data, derived from the Business Returns Transaction file, are extracted for the entire calendar year, regardless of the tax year represented. These data are collected from Return of Certain Excise Taxes Under Chapters 41 and 42 of the Internal Revenue Code (Form 4720). SOI examines these data as part of its studies on Charitable and Exempt Organizations. | 2024 |
| 8/28/2025 | 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. | 2024 |
| 8/28/2025 | SOI Bulletin, Summer 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. | 2025 |
| 8/28/2025 | Individuals, Amended Returns | This annual study seeks to measure the impact that amended returns has on SOI tax return statistics and quantifies the utilization of amending returns | 2022 |
| 9/4/2025 | Individuals, Mid-July Filing Season Statistics | Individuals, Mid-July Filing Season Statistics | 2024 |
| 9/18/2025 | Projections, Publication 6292, Spring issue | 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. | 2025 |
| 9/18/2025 | Projections, Publication 6961 | This annual publication contains calendar year projections of information and withholding documents. | 2025 |
| 9/18/2025 | Heavy Highway Vehicle Use Tax Return, Calendar Years 2014-2025 (Q2 Release) | Data presented include the number of electronically filed heavy highway vehicles use tax returns (Form 2290) by month at the National level. | 2025 |
| 9/23/2025 | 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. | 2022 |
| 9/23/2025 | Corporations, Corporation Income Tax Returns Tables and Complete Report (Publication 16) | These annual tables provide detailed statistics based on Forms 1120, U.S. Corporation Income Tax Returns, and Forms 1120-S, U.S. Income Tax Return for an S Corporation selected before audit. Tables provide data 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. A Corporation Income Tax Returns Complete Report (Publication 16) accompanies these tables and includes an introduction, changes in law and regulations, a description of the sample and limitations of the data, and an explanation of terms. Section 4 provides a list of and links to the Excel tables on corporations and separately for S corporations, which are described above. SOI publishes these data as part of its study on Corporation Tax Statistics. | 2022 |
| 9/25/2025 | Individuals, W-2 Tabulations | This annual study produces statistical tables providing detailed information about individual wages, tax withholding, elective deferral contributions, and retirement plan participation. | 2019 & 2020 |
| 9/25/2025 | Corporations, Base Erosion and Anti-Abuse Tax | This biennial study provides data from Form 8991 on base erosion payments of taxpayers with substantial gross receipts reported on corporation foreign income tax returns. | 2022 |
| 9/25/2025 | Corporate Foreign Tax Credit | This annual study provides data on foreign income and taxes reported by U.S. corporations claiming foreign tax credits. These credits reduce or eliminate the double taxation of income earned overseas. SOI collects these data from Foreign Tax Credit—Corporations (Forms 1118) as part of its annual study on International Business Tax Statistics, Corporate Foreign Tax Credits. | 2022 |
| 9/25/2025 | Individuals, Estate Tax | This annual study provides data on gross estates and its composition, deductions, tax, and information on the age, sex, and marital status of decedents, and whose at death gross assets, the "gross estate," exceed the filing threshold. Basic estate tax return data, by year in which returns are filed, are produced each year. Other statistics are available on a year-of-death basis (approximately every 3 years). SOI collects these data from United States Estate (and Generation Skipping Transfer) Tax Returns (Forms 706) as part of its Individual Income Tax Statistics program, and Personal Wealth Statistics study. | 2023 |
| 9/25/2025 | 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. | 2022 |
| 9/30/2025 | 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. | 2022 |
| 9/30/2025 | Individuals, State and County Migration data | This annual study provides migration pattern data for the United States by State or by county and are available for inflows (the number of new residents who moved to a State or county and where they migrated from) and outflows (the number of residents who left a State or county and where they moved to). The data include the number of returns filed, number of personal exemptions claimed, total adjusted gross income, and aggregate migration flows at the State level, by the size of adjusted gross income (AGI) and by age of the primary taxpayer. Data are collected and based on year-to-year address changes reported on U.S. Individual Income Tax Returns (Form 1040) filed with the IRS. SOI collects these data as part of its Individual Income Tax Return (Form 1040) Statistics program, Data by Geographic Areas, U.S. Population Migration Data. | 2022–2023 |
| 9/30/2025 | Program Documentation: Data Items by Forms and Schedules, (Publication 5384) | This annual publication contains federal tax forms, schedules, and information documents that the Statistics of Income (SOI) subject-matter branches have selected for their tax year programs. The specific data items captured for each study are indicated on facsimiles of the forms and schedules. Data from certain forms and schedules are collected periodically, rather than annually. For this reason, the contents of this document will vary somewhat from year to year. SOI collects these data to support IRS and SOI Operations. | 2024 |
2025 full calendar year public release schedule XLSX
Includes all scheduled public releases for calendar year 2025.
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.