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SOI Tax Stats - Integrated Business Data

SOI Bulletin: Spring 2012 page

The Statistics of Income Bulletin is issued quarterly by the Statistics of Income Division of the Internal Revenue Service. This report provides the earliest published annual financial statistics obtained from the various types of tax and information returns filed, as well as information from periodic or special analytical studies of particular interest to students of the U.S. tax system, tax policymakers, and tax administrators.

The studies in this section relate to the Federal Transfer tax system (estate and gift taxes) and to trusts, which are an intergral part of many individuals estate plans.

The Statistics of Income (SOI) Bulletin is issued quarterly by the Statistics of Income Division of the Internal Revenue Service. The report provides the earliest published annual financial statistics obtained from the various types of tax and information returns filed, as well as information from periodic or special analytical studies of particular interest to students of the U.S. tax system, tax policymakers, and tax administrators. Selected historical and other data tables, previously published in the spring issue of the Bulletin are now only available on SOI¡¯s pages of the IRS Website.

List of 2018 JSRP selected research projects.

SOI Tax stats - IRS data book glossary

This area contains statistics on the number and amount of IRS refunds by type of tax, as well as by State. Tax refund offsets and other data are also available here.

Through its Joint Statistical Research Program (JSRP), Statistics of Income (SOI) seeks to enable the use of tax microdata by qualified researchers outside the federal government.

The Internal Revenue Service and the Urban-Brookings Tax Policy Center plan to co-sponsor their thirteenth annual tax administration research conference next year. It will be held on June 22, 2023 at the Urban Institute in Washington, DC. We invite you to propose a research paper on a tax administration topic for the 2023 conference. General areas of interest include measuring and influencing taxpayer compliance, estimating taxpayer compliance costs (burden), tax complexity, improving tax administration (e.g., through service, enforcement, systems, third parties, changing the tax law or regulations, etc.), and understanding the nature and behavior of the taxpayer population.