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The Information Return Burden Survey is an important project that can benefit all information document issuers. We hear from third party information document issuers that preparing and providing information returns (such as Forms 1099-INT,1098, and 5498), are time consuming and expensive. We are conducting a survey of randomly selected information document issuers to learn more about those costs. Your answers will help us estimate the amount of time and money all issuers spend preparing information documents, submitting them to the IRS, and providing them to taxpayers. We also use this information to learn how to reduce information document filing compliance burden.

Returns Filed, Taxes Collected, and Refunds by State, Fiscal Year 2021

Statistics of Income Data by Congressional District for Tax Year 2021 provides information on income, deductions, taxes, and credits reported on individual income tax returns at the congressional district and State level.

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

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.

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.

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.

The Individual Taxpayer Burden Survey is an important project that can benefit you and millions of other taxpayers. Only those taxpayers who are randomly selected may participate in the study. Data is being collected throughout the year, so you may still be selected even if you have not yet received an invitation. We estimate that it will take 15 to 20 minutes to complete the survey.

The numbers shown in the tables on this page reflect advance CTC payments disbursed during 2021 to eligible recipients based on taxpayer account information. In these tables, payments refer to the number of primary payment recipients that received one or more advance CTC payment during 2021. These tables include payments issued in each monthly payment wave, as well as any payments made outside of the monthly payment, such as replacements for undeliverable payments. If a tax unit filed a joint return and each spouse received part of a payment, then these tables count that as a single payment, and the dollar amounts of the partial payments to the spouses are added together.

2021 Table 4. Bequests Reported for Estate Tax Returns, by Beneficiary Type