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Printed Publications Available From SOI

Other SOI periodicals and one-time reports are available for sale from Statistical Information Services. These reports include data from returns covering corporations, exempt organizations, international income and taxes, and estate taxes. The report from the IRS methodology reports series is available free while supplies last.

To order a copy, please send an E-mail to Statistical Information Services.

Corporation Source Book, 2007
Publication 1053—Price: $175, plus $10 for shipping and handling

This document presents detailed income statement, balance sheet, tax, and selected items, by sector, major and minor industrial groups, and size of total assets for all returns and separately for returns with net income. Separate statistics on S corporations are included by sector. Industry detail is based on the North American Industry Classification System (NAICS). The report, which underlies the Statistics of Income—Corporation Income Tax Returns publication, is part of an annual series and can be purchased in its entirety or by page. Corporation Source Book industry pages and notes for 1963 through the present are available at a cost of $30, plus $1 per page copying charge (free for orders under 5 pages). The complete, printed version of the Source Book for selected prior years, 1984–2007, is also for sale at $175 per year, plus $10 for shipping and handling.

Compendium of Federal Estate Tax and Personal Wealth Studies
Publication 1773—Price: $26, plus $10 for shipping and handling

Part I of this report focuses on data from estate tax returns, describing decedents, their beneficiaries, and the composition of their estates. It contains a methodological discussion of the strategy used in weighting sample data for the estate studies and presents statistics on selected components of decedents’ estates, 1916–1990. Information on charitable giving is also included.

Part II presents a series of articles describing the estate-multiplier technique and its applications for personal wealth estimates, estimates of personal wealth for selected years 1962–1989, and a discussion of the relationship among realized income, wealth, and well-being.

Special Studies in Federal Tax Statistics
Publication 1299—No charge

This is the sixth and final edition of the IRS Methodology Report series Special Studies in Federal Tax Statistics, 2006. The papers included in this volume were presented in 2006 at the Joint Statistical Meetings of the American Statistical Association (ASA) held in Seattle, Washington, the National Tax Association's Annual Conference on Taxation held in Boston, Massachusetts, and the United Nations Statistical Commission and Economic Commission for Europe Conference of European Statisticians held in Geneva, Switzerland. Topics include:

• Innovative uses of longitudinal panels, information documents, and time-series analysis to study the impact of the U.S. tax system
• Measuring, monitoring, and evaluating Internal Revenue Service data
• Broad quality issues in organizations
• Survey-based estimation
• Tax benefits and administrative burdens, recent research from the IRS
• Statistical dissemination and communication

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