SOI tax stats - Individual income tax returns

 

The individual income tax returns Bulletin article and related statistical tables are published in the SOI Bulletin and contain summary statistics based on a sample of individual income tax returns (Forms 1040, 1040-A and 1040-EZ, including electronically-filed returns) filed during the calendar year. Two versions of this data are made available during the year and they are described below:

  • Preliminary data — These data represent estimates of income and tax items based on a sample of individual income tax returns filed between January and late September of a given processing year. These returns are then weighted to represent a full year of taxpayer reporting. In general, some of the returns processed during the remainder of the year may have somewhat different characteristics compared to these earlier ones. Therefore, these preliminary data are best utilized by comparisons made to the preliminary estimates from the prior year. When available, the estimates from the complete year data should be used in place of the preliminary data.
  • Complete year data — These data represent estimates based on a sample of individual income tax returns filed between January and December of a given processing year. The report contains data and analysis on sources of income, adjusted gross income, exemptions, deductions, taxable income, income tax, tax credits, self-employment tax, and tax payments. These estimates should be used in place of the preliminary data when available.

Complete year data

Statistical tables

All tables are available as Microsoft Excel® files. A free Excel Viewer is available for download, if needed.

Data presented Classified by Tax years
Table 1—Individual Income Tax, All Returns: Sources of Income, Adjustments, Deductions, and Exemptions Size of adjusted gross income 2011 XLS | 2010 XLS | 2009 XLS | 2008 XLS | 2007 XLS | 2006 XLS | 2005 XLS | 2004 XLS | 2003 XLS | 2002 XLS | 2001 XLS | 2000 XLS | 1999 XLS | 1998 XLS | 1997 XLS | 1996 XLS | 1995 XLS
Table 2—Individual Income Tax, All Returns: Tax Liability, Tax Credits, and Tax Payments Size of adjusted gross income 2011 XLS | 2010 XLS | 2009 XLS | 2008 XLS | 2007 XLS | 2006 XLS | 2005 XLS | 2004 XLS | 2003 XLS | 2002 XLS | 2001 XLS | 2000 XLS | 1999 XLS | 1998 XLS | 1997 XLS | 1996 XLS | 1995 XLS 
Table 3—Individual Income Tax Returns with Itemized Deductions Size of adjusted gross income 2011 XLS | 2010 XLS | 2009 XLS | 2008 XLS | 2007 XLS | 2006 XLS | 2005 XLS | 2004 XLS | 2003 XLS | 2002 XLS | 2001 XLS | 2000 XLS | 1999 XLS | 1998 XLS | 1997 XLS | 1996 XLS | 1995 XLS
Table 4—Individual Income Tax Returns with Earned Income Credit Size of adjusted gross income 2011 XLS | 2010 XLS | 2009 XLS | 2008 XLS | 2007 XLS | 2006 XLS | 2005 XLS | 2004 XLS | 2003 XLS | 2002 XLS | 2001 XLS | 2000 XLS | 1999 XLS | 1998 XLS | 1997 XLS | 1996 XLS | 1995 XLS

Bulletin articles

Each Bulletin article is in PDF format. A free Adobe® Reader is available for download, if needed.

Individual income tax returns

2011 PDF | 2010 PDF | 2009 PDF | 2008 PDF | 2007 PDF | 2006 PDF | 2005 PDF | 2004 PDF | 2003 PDF | 2002 PDF | 2001 PDF | 2000 PDF | 1999 PDF | 1998 PDF | 1997 PDF | 1996 PDF | 1995 PDF

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Preliminary data

Individual income tax returns, preliminary data OneSheet PDF

Statistical tables

All tables are available as Microsoft Excel® files. A free Excel Viewer is available for download, if needed.

Data presented Classified by Tax years
Table 1—Individual Income Tax Returns: Selected Income and Tax Items Size of adjusted gross income 2022 XLS | 2021 XLS | 2020 XLS | 2019 and 2018 XLS | 2017 XLS | 2016 XLS | 2015 XLS | 2014 XLS | 2013 XLS | 2012 XLS | 2011 XLS | 2010 XLS | 2009 XLS | 2008 XLS | 2007 XLS | 2006 XLS | 2005 XLS | 2004 XLS | 2003 XLS | 2002 XLS | 2001 XLS | 2000 XLS | 1999 XLS | 1998 XLS | 1997 XLS | 1996 XLS
Individual Income Tax Returns, Preliminary Data: Selected Income and Tax Items Percentage change 2014/2013 XLS | 2013/2012 XLS | 2012/2011 XLS | 2011/2010 XLS | 2010/2009 XLS | 2009/2008 XLS | 2008/2007 XLS | 2007/2006 XLS | 2006/2005 XLS | 2005/2004 XLS

Related statistical tables

Filing season statistics

Filing season statistics present data from all Forms 1040 processed by the IRS at three critical points during the year: late May, mid-July, and mid-November. Data are presented for select sources of income, deductions, credits, and individual income taxes. The tables are classified by AGI classifications. Data represent the three critical points in the annual filing season and form a baseline for comparison of year-to-year trends.

Data releases

Each data release is in PDF format. A free Adobe® Reader is available for download, if needed.

Individual income tax returns, preliminary data

2022 PDF2021 PDF | 2020 PDF | 2016 PDF | 2015 PDF | 2014 PDF | 2013 PDF | 2012 PDF 2011 PDF | 2010 PDF | 2009 PDF | 2008 PDF | 2007 PDF | 2006 PDF | 2005 PDF | 2004 PDF | 2003 PDF | 2002 PDF | 2001 PDF |  2000 PDF | 1999 PDF | 1998 PDF | 1997 PDF | 1996 PDF

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