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 — January 1–March 31, 2025 Release date Program name Program description Program year 1/16/2025 Individuals, Mid-November Filing Season Statistics This study presents data from the population of all U.S. Individual Income Tax Returns (Forms 1040) processed by the IRS at three critical points during the calendar year: late-May, mid-July, and mid-November. Data are presented for selected sources of income, deductions, credits, and individual income taxes. The tables are classified by size of adjusted gross income. 2023 1/16/2025 Individuals, State Data This annual study provides individual income and tax data, for all 50 States, plus the District of Columbia, and other areas, by size of adjusted gross income who filed during a 12-month period, January 1-December 31. Data are tabulated based on the address shown on the tax return filed with the IRS. SOI collects these data from U.S. Individual Income Tax Returns (Forms 1040), and is a part of its Individual Income Tax Return (Form 1040) Statistics program, specifically Data by Geographic Areas, State Data. 2022 1/16/2025 Individuals, ZIP Code Data This annual study provides selected income and tax items classified by State, ZIP Code, and the size of adjusted gross income. These data include the number of returns, which approximates the number of households; the number of personal exemptions, which approximates the population; adjusted gross income; wages and salaries; dividends before exclusion; and interest received. Data are based who reported on U.S. Individual Income Tax Returns (Forms 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, ZIP Code Data. 2022 1/16/2025 Individuals, County Data This annual study provides county income and tax data (and State totals) that include the number of returns, which approximates the number of households; number of personal exemptions, which approximates the population; adjusted gross income; wages and salaries; dividends before exclusion; and interest received. Data are based on the addresses reported on U.S. Individual Income Tax Returns (Forms 1040) filed with the IRS. SOI collects these data as part of its annual study on Individual Tax Return Statistics by Geographic Areas, County Data. 2022 1/16/2025 Individuals, Congressional District Data This study provides information on income, deductions, taxes, and credits reported on individual income tax returns at the congressional district and State level. 2022 2/18/2025 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 2/18/2025 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. 2019 2/20/2025 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. 2022 2/20/2025 Individuals, State Income Tax Percentile Tabulations This annual study provides data on adjusted gross income (AGI) percentile data by State for a given tax year. The data present the number of individual income tax returns, total income tax, AGI floor percentiles, average tax rates, and sources of income, by selected descending cumulative percentiles. The data include all 50 states, as well as the District of Columbia. SOI collects these data as part of its annual study on Individual Income Tax Return (Form 1040) Statistics program, Individual Statistical Tables by Tax Rate and Income Percentile. 2022 2/20/2025 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. 2021 2/20/2025 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. 2022 2/27/2025 Individuals, Metropolitan and Micropolitan Data This annual study provides detailed geographic data at the metropolitan and micropolitan statistical area level. These data are based on SOI's county data and provide a more in-depth analysis of urban core populations of 50,000 or more for metro areas and at least 10,000 (but less than 50,000) for micro areas. Data are classified by size of adjusted gross income and collected from the U.S. Individual Income Tax Returns (Forms 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, County, Metropolitan and Micropolitan Data. 2022 2/27/2025 SOI Bulletin, Winter 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 3/27/2025 Corporations, Multi-National Enterprise (Form 8975/8975 Schedule A) Study This annual study reports certain information with respect to the filer's multinational enterprise (MNE) group on a country-by-country basis. The filer reports the U.S. MNE group's business entities, indicating each entity's tax jurisdiction, country of organization, main business activity, and selected financial information for each tax jurisdiction in which the U.S. MNE does business. SOI collects these data from U.S. corporations that file Country-by Country Report (Form 8975) and its associated Tax Jurisdiction and Constituent Entity Information (Form 8975, Schedule A) as part of its International Business Tax Statistics program, Country-by-Country Report. 2022 3/27/2025 Individuals, Information Returns, Line Item Estimates (Publication 5385) This 2022 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 2022 Individual SOI complete report weighted file. The estimates presented here are based on returns filed in Processing Year 2022 and 2023 that were sampled statistically and then weighted to estimate the entire 2022 Tax Year. 2022 3/27/2025 Tax-Exempt Organizations (Private Foundations) This annual study provides balance sheet and income statement data, as well as data on excise tax liability, charitable distributions, and administrative expenditures, for domestic private foundations and charitable trusts. SOI collects these data from Return of Private Foundations (Form 990-PF) as part of its Charitable and Tax-Exempt Organization Statistics, Domestic Private Foundation and Charitable Trust Statistics Program. 2021 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.
