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I accordance with OMB Statistical Policy Directive 4, "Release and Dissemination of Statistical Products Produced by Federal Statistical Agencies," adopted on April 7, 2008, IRS' Statistics of Income Division provides information about the release dates of its statistical data products by providing: a quarterly schedule of Upcoming Data Releases; an annual Full Calendar Year Public Release Schedule; and an annual list of Program Details about all SOI programs. It is important to note that release dates on these schedules are tentative; some release dates may change during the year; and new entries may be added or others replaced as necessary. The list will be updated as new information becomes available. Customers can also be notified through our Tax Stats listserv and What's New webpages. For more details about specific release dates or questions about SOI data, contact our Statistical Information Services staff.
Statistics of Income Releases — Jan. 1–Mar. 31, 2026
| Release date | Program name | Program description | Program year |
|---|---|---|---|
| 1/21/2026 | Partnerships, Withholding on Foreign Recipients of U.S. Income | This annual study provides data on U.S. partnership payments to foreign partners and are classified by country and recipient type. These data from U.S. partnerships show the amount of effectively connected taxable income and the total tax credit allocable to the foreign partner for the partnership’s tax year. Data is collected from those who file Foreign Partner’s Information Statements of Section 1446 Withholding Tax (Forms 8805). SOI collects these data as part of its International Tax Statistics program, Foreign Recipients of U.S. Partnership Income Statistics. | 2022 |
| 1/21/2026 | Individuals, Foreign Person’s Real Property Tax | This annual study provides data on distributions of U.S. real property interests by foreign persons ( (F8288-A) | 2022 |
| 1/21/2026 | Individuals, Withholding on Foreign Recipients of U.S. Income | This annual study provides data by selected countries on income paid to nonresident aliens and the amount of tax withheld for the U.S. Government. Data are collected from Foreign Person's U.S. Source Income Subject to Withholding (Form 1042-S) and include the number of returns filed, total income claimed, the amount of tax withheld, income subject to withholding, income exempt from withholding, and income by category. The data also include statistics on returns reporting payments and amounts withheld pursuant to Chapter 4 of the Internal Revenue Code and statistics on the number of returns, total income, tax withheld, income subject to withholding, and income exempt from withholding. | 2023 |
| 1/22/2026 | Individuals, W-2 Tabulations | This annual study produces statistical tables providing detailed information about individual wages, tax withholding, elective deferral contributions, and retirement plan participation. | 2019 |
| 1/22/2026 | Partnerships, Withholding on Foreign Recipients of U.S. Income | This annual study provides data on U.S. partnership payments to foreign partners and are classified by country and recipient type. These data from U.S. partnerships show the amount of effectively connected taxable income and the total tax credit allocable to the foreign partner for the partnership’s tax year. Data is collected from those who file Foreign Partner’s Information Statements of Section 1446 Withholding Tax (Forms 8805). SOI collects these data as part of its International Tax Statistics program, Foreign Recipients of U.S. Partnership Income Statistics. | 2022 |
| 1/22/2026 | Individuals, Foreign Person’s Real Property Tax | This annual study provides data on distributions of U.S. real property interests by foreign persons ( (F8288-A) | 2022 |
| 1/22/2026 | Individuals, Withholding on Foreign Recipients of U.S. Income | This annual study provides data by selected countries on income paid to nonresident aliens and the amount of tax withheld for the U.S. Government. Data are collected from Foreign Person's U.S. Source Income Subject to Withholding (Form 1042-S) and include the number of returns filed, total income claimed, the amount of tax withheld, income subject to withholding, income exempt from withholding, and income by category. The data also include statistics on returns reporting payments and amounts withheld pursuant to Chapter 4 of the Internal Revenue Code and statistics on the number of returns, total income, tax withheld, income subject to withholding, and income exempt from withholding. | 2023 |
| 1/22/2026 | Individuals, W-2 Tabulations | This annual study produces statistical tables providing detailed information about individual wages, tax withholding, elective deferral contributions, and retirement plan participation. | 2020 |
| 1/22/2026 | Individuals, Mid-November Filing Season Statistics | This study presents data from the population of all U.S. Individual Income Tax Returns (Forms 1040) processed by the IRS at three critical points during the calendar year: late-May, mid-July, and mid-November. Data are presented for selected sources of income, deductions, credits, and individual income taxes. The tables are classified by size of adjusted gross income. | 2024 |
| 2/12/2026 | Tax-Exempt Organizations, Unrelated Business Income Tax | This annual study provides data on unrelated business income and deductions for organizations classified as tax exempt under the Internal Revenue Code. The tax on unrelated business income applies to most organizations exempt from tax under section 501(a). These organizations include charitable, religious, scientific, and other organizations described in section 501(c), as well as employees' trusts forming part of pension, profit-sharing, and stock bonus plans described in section 401(a). SOI collects these data from Exempt Organizations Business Income Tax Returns (Forms 990-T) as part of its study on Charitable and Exempt Organization Statistics, Unrelated Business Income Tax. | 2019 |
| 2/12/2026 | Tax Exempt Organizations, Unrelated Business Income Tax | This annual study provides data on unrelated business income and deductions for organizations classified as tax exempt under the Internal Revenue Code. The tax on unrelated business income applies to most organizations exempt from tax under section 501(a). These organizations include charitable, religious, scientific, and other organizations described in section 501(c), as well as employees' trusts forming part of pension, profit-sharing, and stock bonus plans described in section 401(a). SOI collects these data from Exempt Organizations Business Income Tax Returns (Forms 990-T) as part of its study on Charitable and Exempt Organization Statistics, Unrelated Business Income Tax. | 2020 |
| 2/19/2026 | Individuals, State and County Migration data | This annual study provides migration pattern data for the United States by State or by county and are available for inflows (the number of new residents who moved to a State or county and where they migrated from) and outflows (the number of residents who left a State or county and where they moved to). The data include the number of returns filed, number of personal exemptions claimed, total adjusted gross income, and aggregate migration flows at the State level, by the size of adjusted gross income (AGI) and by age of the primary taxpayer. Data are collected and based on year-to-year address changes reported on U.S. Individual Income Tax Returns (Form 1040) filed with the IRS. SOI collects these data as part of its Individual Income Tax Return (Form 1040) Statistics program, Data by Geographic Areas, U.S. Population Migration Data. | 2022-2023 |
| 2/26/2026 | Individuals, Returns with Business Attributes | Data presented for income tax returns that contain small business income or losses. These include income from Schedule C, Profit or Loss from Business (Sole Proprietorship), Schedule E, Supplemental Income and Loss, and Schedule F, Profit or Loss from Farming. The data will provide additional background and makeup of these individual business returns, including data on income items, adjustments, credits, and taxes. | 2023 |
| 2/26/2026 | Individuals, Individual Income Tax Returns Tables and Complete Report (Publication 1304) | These annual tables provides comprehensive data on individual income tax returns based on a sample drawn from Forms 1040, U.S. Individual Income Tax Returns selected before audit. The sample represents the population of Forms 1040 and 1040-SR, including electronic returns, filed with the IRS for a given tax year. An Individual Income Tax Returns Complete Report (Publication 1304) accompanies these tables and includes an introduction, changes in law, an analysis of current-year data, discussions on tax rates and tax shares, explanations of terms, description of the sample, and an index. Section 5 provides a list of and links to the Excel tables described above, which provide statistics on returns filed, sources of income, adjusted gross income, deductions, taxable income, income tax, modified taxable income, tax credits, self-employment tax, and tax payments. SOI publishes these data as part of its Individual Income Tax Return (Form 1040) Statistics program. | 2023 |
| 2/26/2026 | Individuals, Nonfarm Sole Proprietorships | This annual study on nonfarm sole proprietorships includes business receipts, deductions, and net income classified by industry group. Data reported for a specific tax year are based on returns filed through December 31 of the following year by individual taxpayers on Profit or Loss From Business (Form 1040, Schedule C). SOI collects these data as part of its Business Tax Statistics program, Nonfarm Sole Proprietorship Statistics. | 2023 |
| 2/26/2026 | SOI Bulletin, Winter Issue (Publication 1136) | The quarterly Statistics of Income (SOI) Bulletin provides data available from various tax and information returns filed by U.S. taxpayers. Data are analyzed from various types of tax and information returns, as well as information from periodic or special analytical studies of particular interest to the public, researchers, tax policymakers, and tax administrators. SOI publishes the Statistics of Income Bulletin quarterly: Winter, Spring, Summer, and Fall. | 2026 |
| 2/26/2026 | Tax-Exempt Organizations (Private Foundations) | This annual study provides balance sheet and income statement data, as well as data on excise tax liability, charitable distributions, and administrative expenditures, for domestic private foundations and charitable trusts. SOI collects these data from Return of Private Foundations (Form 990-PF) as part of its Charitable and Tax-Exempt Organization Statistics, Domestic Private Foundation and Charitable Trust Statistics Program. | 2022 |
| 2/26/2026 | Bonds, Tax-Exempt and Government and Private Activity | This annual study provides information on governmental and private activity bonds by items such as size of face amount, State, and type of property financed. SOI collects these data from Information Returns for Tax-Exempt Private Activity Bond Issues (Forms 8038) and Information Returns for Tax-Exempt Governmental Bonds (Forms 8038-G) as part of its Tax-Exempt Bond Statistics studies. | 2023 |
| 3/15/2026 | Individuals, Return Line Item Estimates (Publication 4801) | This annual publication provides estimates of the frequencies and amounts of the entries on the lines of the forms and schedules as shown in the respective Individual SOI Complete Report weighted file. Estimates are based on returns filed in a specific processing year that were statistically sampled and then weighted to estimate the entire tax year. This publication includes corresponding dollar amounts of selected lines filed in concurrence with the number of returns filed. Data is collected from those who filed a U.S. Individual Income Tax Returns (Forms 1040). SOI collects these data as part of its Individual Income Tax Return (Form 1040) Statistics program, Individual Income Tax Returns, Line Item Estimates. | 2023 |
| 3/26/2026 | Individuals, Sales of Capital Assets | This study provides detailed data on the sales of capital assets reported in the capital gains schedule of the individual income tax return, and on sales of residences and personal or depreciable business property. | 2018 |
| 3/26/2026 | Individuals, Income Tax Returns for Estates and Trusts | This annual study presents data from the population of all U.S. Income Tax Returns for Estates and Trusts (Form 1041) processed by the IRS during a calendar year. Data are classified by taxable income and size of total income. Within these brackets, aggregated dollar amounts for income line items, deductions and exemptions, taxable income, tax liability, and credits reported on the form are presented. | 2023 |
| 3/26/2026 | Corporations, Multi-National Enterprise (Form 8975/8975 Schedule A) Study | This annual study reports certain information with respect to the filer's multinational enterprise (MNE) group on a country-by-country basis. The filer reports the U.S. MNE group's business entities, indicating each entity's tax jurisdiction, country of organization, main business activity, and selected financial information for each tax jurisdiction in which the U.S. MNE does business. SOI collects these data from U.S. corporations that file Country-by Country Report (Form 8975) and its associated Tax Jurisdiction and Constituent Entity Information (Form 8975, Schedule A) as part of its International Business Tax Statistics program, Country-by-Country Report. | 2023 |
2026 full calendar year public release schedule XLSX
The full year calendar will be reviewed and republished following the restoration of appropriations and the resumption of normal government operations.
Release and dissemination of SOI's statistical products
Want to know when and how we release data to the public? Look here for information about releases of both advance and final versions of statistical products, and corrections to statistical products.