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This page contains information on a variety of products, publications, and papers. If you know what you are looking for, click the subheadings below. Otherwise, click on the linked Products, Publications, or Papers headings for more information on items listed under each category.
Products
SOI Products and Services
Want to know what we do with all the statistics we create? This section offers brief descriptions of our many products and services. Most are available free on the Web site, but some we do charge for. Find out what we offer and how to get it and learn what we plan to work on next.
Goals for Public Release of Data
Curious about what we're working on next? Here, you can find an estimated timetable for new releases of information related to --
* Individual, business, and estate income tax returns
* Corporate foreign tax credit
* Controlled foreign corporations
* Tax-exempt organizations (along with unrelated business income)
* Private foundations
* Split-interest trusts
SOI Projects and Contacts
SOI does a lot more than just crank out data. We conduct various studies you might be interested in, such as the number of Americans living abroad, the activities of foreign partnerships controlled by U.S. corporations, and which countries have the most foreign recipients of U.S. income. Look here for brief descriptions in PDF of our completed and planned studies and projects. You’ll also learn who the primary analyst(s) for each study is and how to contact SOI if you have questions or comments.
Migration Data
Migration flow data (based on year-to-year changes in individual income tax return addresses) and county or State income data are available annually on a reimbursable basis. The most recent data are for 2002-2003.
County Income Tax Data
Look here for tables presenting adjusted gross income by source and number of personal exemptions (which can be used to approximate population) reported on individual income tax returns.
Zip Code Data
Statistics on CD-ROM show number of individual income tax returns, exemptions, and several income items by State and 5-digit ZIP code. Data are available for 2001on a reimbursable basis. (Data for Tax Year 1991 and 1998 are also available, free of charge.)
Publications
IRS Data Books
Look here for the most recent IRS Data Books (Publication 55B), with links to the 1995 to 2001 IRS Data Books. The tables shown in these publications contain statistics for IRS collections and refunds, as well as number of returns. There's also information on examination activities, taxpayer assistance, chief counsel, appeals, criminal investigation, and more.
SOI Bulletins
Look here for all of the articles and data releases from all of the quarterly Statistics of Income Bulletins (Publication 1136) back to the Winter 1997-1998 issue. You can also find the most recent versions of the selected historical and other data tables and appendix found in the Bulletins.
Individual Tax Statistics - Complete Report Publications
Look here for all of the tables and text from all of the Individual Complete Reports (Publication 1304) back to Tax Year 1996. These publications are produced by the Statistics of Income Division of IRS.
Corporation Tax Statistics - Complete Report Publications
Look here for all of the tables and text from the most recent Corporation Complete Report (Publication 16). There is also a link for publications back to Tax Year 1994. These publications are produced by the Statistics of Income Division of IRS.
Tax Exempt / Employee Plan Statistics - Compendium of Studies of Tax-Exempt Organizations
Look here for articles, papers, and tables from Volume 3 of Publication 1416, primarily covering nonprofit organizations, private foundations, charitable remainder trusts, and unrelated business income of exempt organizations.
Reports in IRS Methodology Series
Look here for selected papers written and presented by members of the Statistics of Income Division of the IRS at the annual meetings of the American Statistical Association and other professional conferences. Beginning for papers presented in 2000, these papers were published under the title: Special Studies in Federal Tax Statistics. Previously, papers were published under the title: Turning Administrative Systems Into Information Systems (Publication 1299).
Research Bulletins
Look here for the IRS Research Bulletin: Significant Trends and Major Research Findings Impacting Federal Tax Administration (Publication 1500). Beginning in 2002 , reports in this series present selected papers from the annual IRS Research Conference. The 1999 report is also available and includes abstracts and articles on significant trends and major IRS research findings impacting Federal tax administration.
Projections
Look here for projections of number of returns to be filed with the IRS. This area includes IRS Documents 6149, 6186, 6187, 6292, and 6961, and more.
Papers
American Economic Association
This section contains a paper and an SOI Bulletin article written by members of the Statistics of Income Division of IRS and presented at the 1999 American Economic Association Conference.
American Statistical Association
Look here for papers written papers written by members of the Statistics of Income Division of IRS, and others, and presented at the Joint Statistical Meetings of the American Statistical Association.
IRS Research Conference
This section contains materials produced by IRS employees and others for the 2004 IRS Research Conference that was held on June 2-3, 2004, in Washington, DC. These materials include preliminary items, slide presentations, and final papers.
National Tax Association Conference and Symposium
Look here for papers written by members of the IRS, as well as others, and presented at both the National Tax Association Spring Symposium and Annual Conference.
Reports to Congress
Look here for reports to congress regarding IRS compliance activities. This section contains the full report as well as supporting tables.
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