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SOI Tax Stats - Projections

 

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Here you will find forecasts of the number of returns to be filed for tax forms within the individual, tax-exempt, and business areas. This information is available in Office of Research, Projections and Forecasting Group Documents, a Statistics of Income Bulletin article, and a SOI table. These include the data as well as explanatory text, or the table containing the data only.

Documents and Tables

The following documents are available as an Adobe Acrobat PDF file. A free Adobe® reader is available for download, if needed. Also, the following tables are available as Microsoft Excel spreadsheets. A free Excel® reader is available for download, if needed.

Calendar Year Projections of Information and Withholding Documents for the United States and IRS Campuses (PDF)
Document 6961 (Revised 08/08) by IRS; Research, Analysis and Statistics; Office of Research

This IRS Document contains multi-year projections of the number of information and withholding documents to be filed with the IRS. The publication includes detailed projections by approximately 30 information document types such as Form W-2, Form 1099INT, etc., by medium of filing (paper versus electronic) and by IRS processing campus location.

Related
Statistical Tables: 1, 2, 3, 4, 5a, 5b, 5c, 5d, 5e, 6, 7

Fiscal Year Return Projections for the United States (PDF)
Document 6292 (Revised 09/08) by IRS; Research, Analysis and Statistics; Office of Research

IRS Document 6292 contains multi-year projections of the number of tax returns to be filed with the IRS by fiscal year of filing. The publication includes detailed projections by approximately 50 different individual, business and tax-exempt return types such as Form 1040, Form 1120, Form 941 and Form 990. There is also additional detail by medium of filing (paper versus electronic) and by IRS business operating division categorizations.

Related
Statistical Tables: 1, 2

Calendar Year Projections of Individual Returns by Major Processing Categories, Selected Years and Areas (PDF)
Document 6187 (Revised 11/08) by IRS; Research, Analysis and Statistics; Office of Research

IRS Document 6187 contains multi-year projections of the number of individual Form 1040 series returns to be filed with the IRS by major processing categories important to IRS planning operations. This includes detail by form type (Form 1040 vs. 1040A vs. 1040EZ), by medium of filing (paper versus electronic), and by other characteristics such as refund returns. Selected portions of the forecasts are also shown by IRS processing campus location, and by state.

Related
Statistical Tables: 1a, 1b, 2, 3, 4, 5, 6a, 6b, 7, 8, 9, 10, 11a, 11b, 11c, 12, 13a, 13b, 13c, 14, 15

Calendar Year Return Projections for the United States and IRS Campuses (PDF)
Document 6186 (Revised 12/08) by IRS; Research, Analysis and Statistics; Office of Research

IRS Document 6186 contains multi-year projections of the number of tax returns to be filed with the IRS by the calendar year of filing. The publication includes detailed projections by approximately 50 different individual, business and tax-exempt return types such as Form 1040, Form 1120, Form 941 and Form 990. There is also additional detail by medium of filing (paper versus electronic) and by IRS processing campus location.

Related
Statistical Tables: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12

Calendar Year Return Projections by State (PDF)
Document 6149 (Revised 2/08) by IRS; Research, Analysis and Statistics; Office of Research.

IRS Document 6149 contains multi-year projections of the number of tax returns to be filed with the IRS by state—as determined by the addresses on the tax returns. The publication includes detailed projections by approximately 50 different individual, business and tax-exempt return types such as Form 1040, Form 1120, Form 941 and Form 990. There is also additional detail by medium of filing (paper versus electronic).
Accuracy Table Kansas North Dakota
United States Kentucky Ohio
Alabama Louisiana Oklahoma
Alaska Maine Oregon
Arizona Maryland Pennsylvania
Arkansas Massachusetts Rhode Island
California Michigan South Carolina
Colorado Minnesota South Dakota
Connecticut Mississippi Tennessee
Delaware Missouri Texas
District of Columbia Montana Utah
Florida Nebraska Vermont
Georgia Nevada Virginia
Hawaii New Hampshire Washington
Idaho New Jersey West Virginia
Illinois New Mexico Wisconsin
Indiana New York Wyoming
Iowa North Carolina International

Article

Projections of Federal Tax Return Filings: Calendar Years 2005-2012 (PDF)
SOI Bulletin, Winter 2005-2006
Taxpayers are expected to file a grand total of 229.3 million tax returns with the Internal Revenue Service (IRS) during Calendar Year (CY) 2006. That projected level reflects a modest increase of only 0.1 percent over the estimated CY 2005 filings of 229.0 million.

Related
Statistical Table: 1

Historical Projections Table


Data Presented

Selected Returns and Forms Filed or To Be Filed by Type During Specified Calendar Years
Tax Years
1990-2007
Published as:
SOI Bulletin, Historical Table 22

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Page Last Reviewed or Updated: December 19, 2008