In 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 — April 1–June 30, 2025
| Release date | Program name | Program description | Program year |
|---|---|---|---|
| 4/24/2025 | Individuals, Information Returns, Line Item Estimates (Publication 5385) | This 2022 Statistics of Income (SOI) Information Returns, line item estimates publication provides estimates of frequencies and amounts of the entries on the lines of the forms filed for selected information returns that accompany the 2022 Individual SOI complete report weighted file. The estimates presented here are based on returns filed in Processing Year 2022 and 2023 that were sampled statistically and then weighted to estimate the entire 2022 Tax Year. | 2022 |
| 5/22/2025 | Individuals, Preliminary Data | This annual study provides information on income, deductions, taxes, and credits reported on individual income tax returns and associated schedules. The file contains information on returns filed through September 2023 weighted up to represent a full year of data. | 2023 |
| 5/22/2025 | Individuals, High-Income Returns Study | This annual study provides detailed data on individual income tax returns with adjusted gross income or expanded income greater than $200,000. It also examines high-income nontaxable returns (HINTs) and the reason for nontaxability. SOI collects these data from U.S. Individual Income Tax Returns (Forms 1040) as part of its annual study on Individual Tax Return (Form 1040) Statistics, Individual High Income Tax Returns. | 2022 |
| 5/22/2025 | SOI Bulletin, Spring 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. | 2025 |
| 6/3/2025 | IRS Research Bulletin (Publication 1500) | The annual IRS Research Bulletin (Publication 1500) features selected papers from the prior year’s IRS-Tax Policy Center Research Conference on Tax Administration. This conference highlights research on all aspects of tax administration and promotes dialogue among IRS, stakeholders, academics, and other tax administrators to stay abreast of the latest trends and research findings affecting tax administration. Statistics of Income’s (SOI’s) parent organization, Research, Applied Analytics, and Statistics, co-hosts the annual conference and publishes the IRS Research Bulletin with SOI to ensure this research is available as widely as possible. | 2024 |
| 6/26/2025 | 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 |
| TBD | IRS Data Book (Publication 55B) | The Internal Revenue Service (IRS) Data Book is published annually to provide a snapshot of agency activities. The publication contains statistical tables and organizational information on a fiscal year basis. The report provides data on returns filed, taxes collected, and refunds issued, enforcing the law, assisting the taxpayer, and the IRS budget and workforce. SOI also publishes an online graphical version of this publication on its Tax Stats Web page as part of its ongoing support of IRS Operations. | 2024 |
2025 full calendar year public release schedule XLSX
Includes all scheduled public releases for calendar year 2025.
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.