SOI Tax Stats - Individual Income Tax Returns
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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, 1040A and 1040EZ, 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.
| Table 1 -- Individual Income Tax, All Returns: Sources of Income and Adjustments | |
| Classified by: | Size of Adjusted Gross Income |
| Tax Years: | 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 |
| Table 2 -- Individual Income Tax, All Returns: Tax Liability, Tax Credits, and Tax Payments | |
| Classified by: | Size of Adjusted Gross Income |
| Tax Years: | 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 |
| Table 3 -- Individual Income Tax Returns with Itemized Deductions | |
| Classified by: | Size of Adjusted Gross Income |
| Tax Years: | 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 |
| Table 4 -- Individual Income Tax Returns with Earned Income Credit | |
| Classified by: | Size of Adjusted Gross Income |
| Tax Years: | 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 |
Bulletin Article
The bulletin article is in PDF format. A free Adobe® reader is available for download, if needed.
Individual Income Tax Returns
2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995
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Preliminary Data
Statistical Tables
All tables are available as Microsoft Excel® files. A free Excel viewer is available for download, if needed.
| Individual Income Tax Returns: Selected Income and Tax Items | |
| Classified by: | Size of Adjusted Gross Income |
| Tax Years: | 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 |
| Individual Income Tax Returns: Selected Income and Tax Items | |
| Classified by: | Percentage Change |
| Tax Years: | 2010/2009 2009/2008 2008/2007 2007/2006 2006/2005 2005/2004 |
Data Release
The data releases is in PDF format. A free Adobe® reader is available for download, if needed.
Individual Income Tax Returns, Preliminary Data
2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996
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