SOI estate tax data tables, filing years The data included in these SOI tables are for returns filed during a single calendar year. Because of the relatively long filing period, estate tax returns filed in a single calendar year may be for decedents who died in several different years. Data tables are available in Excel. A free Excel viewer is available for download, if needed. Data Presented Classified By Tax Years Table 1. Selected Income, Deduction and Tax Computation Items, by Tax Status and Size of Gross Estate Tax Status and Size of Gross Estate 2022 XLSX 2021 XLSX 2020 XLSX 2019 XLSX 2018 XLSX 2017 XLSX 2016 XLSX 2015 XLSX 2014 XLSX 2013 XLSX 2014 XLSX 2013 XLSX 2012 XLSX 2011 XLSX 2010 XLSX 2009 XLSX 2008 XLSX 2007 XLSX 2006 XLSX 2005 XLSX 2004 XLSX 2003 XLSX 2002 XLSX 2001 XLSX 2000 XLSX 1999 XLSX 1998 XLSX 1997 XLSX 1996 XLSX 1995 XLSX Table 2. Selected Tax Computation Items, by State of Residence State of Residence 2022 XLSX 2021 XLSX 2020 XLSX 2019 XLSX 2018 XLSX 2017 XLSX 2016 XLSX 2015 XLSX 2014 XLSX 2013 XLSX 2012 XLSX 2011 XLSX 2010 XLSX 2009 XLSX 2008 XLSX 2007 XLSX 2006 XLSX 2005 XLSX 2004 XLSX 2003 XLSX 2002 XLSX 2001 XLSX 2000 XLSX 1999 XLSX 1998 XLSX 1997 XLSX 1996 XLSX 1995 XLSX Table 3. Charitable Bequests, by State of Residence State of Residence 2022 XLSX 2021 XLSX 2020 XLSX 2019 XLSX 2018 XLSX 2017 XLSX 2016 XLSX 2015 XLSX 2014 XLSX 2013 XLSX 2012 XLSX 2011 XLSX 2010 XLSX Table 4. Bequests Reported for Estate Tax Returns, by Beneficiary Type Beneficiary Type 2022 XLSX 2021 XLSX 2020 XLSX Table 5. Estate Tax Returns Filed, Net Worth and Net Estate Tax, by Occupation and Gender Occupation and Gender 2022 XLSX 2021 XLSX 2020 XLSX The Tax Stats Table Wizard tool is no longer available due to declining usage and budgetary pressures. However, both the public-use microdata and aggregated data used in the Table Wizard programs remain available as part of SOI's Tax Stats Web pages. For any questions or concerns, contact Statistical Information Services. SOI Tax Stats - Estate Tax Statistics
