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This section contains information on our many products and publications as well as papers written by members of the Statistics of Income Division of the IRS and others on related topics.
For more information on items listed under each category, click the linked Products, Publications, or Papers headings below. Otherwise, select one of the subheadings to go directly to each topic listed.
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.
County to County Migration
Migration flow data (based on year-to-year changes in individual income tax return addresses) and county income data are available annually on a reimbursable basis. This table presents data on migration patterns by county for the entire United States, including inflows and outflows. Look here for an example of the data provided and a link to information on how to order the entire report.
State to State Migration
Migration flow data (based on year-to-year changes in individual income tax return addresses) and state income data are available annually on a reimbursable basis. This table presents data on migration patterns by State for the entire United States, including inflows and outflows. This page includes an example of the data provided as well as a link to information on how to order the entire report.
County Income 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. This page includes an example of the data provided and a link to information on how to order the entire report.
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 2002 on a reimbursable basis. Data for Tax Year 1998, and 2001 are available on-line, free of charge.
Publications
IRS Data Books
So how much money did the IRS refund last year? And how many returns did it get. Look here for the most recent IRS Data Book (Publication 55B), with links to the 1995 to 2003 IRS Data Books. The tables shown in these publications contain statistics on IRS collections, refunds and returns, as well as other tax administration data such as examination activities, taxpayer assistance, appeals, criminal investigation, and more.
SOI Bulletins
Want to know the state of personal wealth in the country? Or, keep up with international boycotts, projected tax revenues and where they come from? Or maybe you’re interested in charitable bequests. All this data and more come in SOI Bulletins (Publications 1136). You can find them here – even back to the Winter 1997-1998 issue. The most recent versions of the historical and other data tables and appendix found in the Bulletins are also here. Also included is an unpublished, expanded version of Historical Table 16 for Non-profit charitable organizations, private foundations, and exempt organizations.
Individual Tax Statistics - Complete Report Publications
How has the tax law changed over time and how has it affected the individual? Look here for the tables and text, including a description of the sample, from all of the Individual Complete Reports (Publication 1304) back to 1996. These publications are produced annually by the Statistics of Income Division of IRS.
Corporation Tax Statistics - Complete Report Publications
Changing tax laws affect corporations too. Check here for the tables and text, and a description of the sample, from the most recent Corporation Complete Report (Publication 16) back to 1994. These publications are produced annually by the Statistics of Income Division of IRS.
Tax Exempt / Employee Plan Statistics - Compendium of Studies of Tax-Exempt Organizations
Here, you’ll find everything you wanted to know about tax-exempt organizations, including articles, papers, and tables from Volume 3 of Publication 1416, primarily covering nonprofit organizations, private foundations, charitable remainder trusts, and unrelated business income of tax-exempt organizations.
Special Studies in Federal Tax Statistics
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. Prior to papers presented in 2000, these 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
How do population changes affect the number of tax returns filed? Check 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 Conference
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 Conferences
Look here for links (by conference year) to 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 information on the IRS Research Conference as well links to materials produced by IRS employees and others for prior conferences. These materials include conference information and final papers where available.
National Tax Association Conferences and Symposiums
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.
Report to Congress
Look here for reports to Congress regarding IRS compliance activities. This section contains the full report as well as supporting tables.
Statistics of Income Paper Series
The SOI Paper Series includes papers presented by SOI staff and others at professional conferences, including the Joint Statistical Meeting of the American Statistical Association and the National Tax Association’s annual conference on taxation, among others.
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