IRS Tax Statistics

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Your Tax Dollars at Work

The IRS (Internal Revenue Service) maintains a complete set of statistics on all returns.

Here you will find a wide range of tables, articles, and data that describe and measure elements of the U.S. tax system. A lot of the information is available as a free download.

Available from the IRS:

  • Business Tax Statistics
    • Corporations, International, Partnerships, Nonfarm Sole Proprietorships, S Corporations
  • Charitable & Exempt Org. Statistics
    • Charities, Exempt Org. Master File, Private Foundations, Trusts, Tax-Exempt Bonds
  • Individual Tax Statistics
    • Filing Season Statistics, Estate & Gift Tax, Individual Income Tax, International, Personal Wealth
  • Statistics by Form
    • 706, 709, 990, 990-PF, 990-T, 1040, 1041, 1065, 1118, 1120, 5471, 5472, 8038
  • IRS Operations, Budget & Compliance
    • Issuing Refunds, Collecting Revenue, Enforcing Laws, Assisting Taxpayers


  • Products, Publications, & Papers
    • SOI Bulletins, IRS Data Books, Conference Papers, SOI Paper Series, Historical Data Tables


A free Excel Viewer for Office 2003 or earlier is available from Microsoft (link found on IRS web site).


See Also

SOI Tax Stats - Purpose and Function of Statistics of Income (SOI) Program

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Tax Considerations
Tax Basics Tax Basics • Tax News Sources • Foreign tax credit
Strategic Tax Considerations Principles of Tax-Efficient Fund Placement • Tax-Adjusted Asset Allocation
Tax Management Whether to Reinvest Dividends in a Taxable Account • Delaying reinvestment of dividends • Timing of transactions to reduce taxes • Placing Cash Needs in a Tax-Advantaged Account • Donating Appreciated Securities
Tax Loss Harvesting Tax Loss Harvesting • Wash sale • Cost basis methods • Specific Identification of Shares
Tax Data IRS Tax Statistics • Vanguard Funds: Distributions
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