Statistics Search Results

The Explanation of Terms section is designed to clarify the statistical content of this report and should not be construed as an interpretation of the Internal Revenue Code, related regulations, procedures, or policies.

The Statistics of Income (SOI) Bulletin is issued quarterly by the Statistics of Income Division of the Internal Revenue Service. The report provides the earliest published annual financial statistics obtained from the various types of tax and information returns filed, as well as information from periodic or special analytical studies of particular interest to students of the U.S. tax system, tax policymakers, and tax administrators. Selected historical and other data tables, previously published in the spring issue of the Bulletin are now only available on SOI’s pages of the IRS Website.

SOI Tax Stats - Income from Trusts and Estates Data Sources and Limitations

The Coronavirus Aid, Relief, and Economic Security Act, also known as the CARES Act, was enacted in March 2020 and created a refundable tax credit for individuals. The advance payment of this “2020 recovery rebate for individuals” is referred to as the first round of economic impact payments (First Round EIPs). The tabulations found on this page provide data on those First Round EIPs, which were distributed to individuals by the end of 2020.

Discussion of the data sources and limitations for SOI's studies of Tax-Exempt Bonds.

Links to various SOI statistical methodology documents and research papers.

Description of the sampling methodology and data sources and limitations for SOI's annual study of private foundations and nonexempt charitable trusts

An explanation of the data sources and limitations for the annual Statistics of Income (SOI) study of Exempt Organizations' Unrelated Business Income (UBI) Tax.

Explanation of data sources and limitations of the Statistics of Income exempt organizations study data.

These reports contain selected papers given at the 2004 annual meetings of the American Statistical Association and other professional conferences