Goals for public release of SOI information

Statistics of Income Bulletin, Fall, 2004

Goals for Public Release of SOI Information

                                                            Close of
                                                             filing
                                                            period--

Statistics of Income program and year       End of
                                           tax year         Regular

                                             (1)              (2)

Individual income tax returns:
  2003                                  December 2003      April 2004
  2004                                  December 2004      April 2005
  2005                                  December 2005      April 2006
Nonfarm sole proprietorships:
  2003                                  December 2003      April 2004
  2004                                  December 2004      April 2005
  2005                                  December 2005      April 2006
Partnerships:
  2002                                  December 2002      April 2003
  2003                                  December 2003      April 2004
Corporations: (1)
  2002                                    June 2003      September 2003
  2003                                    June 2004      September 2004
Corporation foreign tax credit: (2)
  2001                                    June 2002      September 2002
  2002                                    June 2003      September 2003
Controlled foreign corporations: (2)
  2002                                    June 2003      September 2003
Tax-exempt organizations: (3)
  2002                                  November 2003      April 2004
  2003                                  November 2004      April 2005
Private foundations: (3)
  2002                                  November 2003      April 2004
  2003                                  November 2004      April 2005
Tax-exempt organization
  unrelated business income: (3)
  2002                                  November 2003      April 2004
  2003                                  November 2004      April 2005
Estate tax returns:
  2003                                       (4)              (4)
  2004                                       (4)              (4)
Split-interest trusts:
  2003                                  December 2003      April 2004
  2004                                  December 2004      April 2005
Gift tax returns:
  2004                                  December 2003      April 2004

                                           Close of
                                           filing
                                           period--

                                             With            Close
Statistics of Income program and year     extensions        sampling
                                           of time           period

                                             (3)              (4)

Individual income tax returns:           August 2004     December 2004
  2003                                   August 2005     December 2005
  2004                                   August 2006     December 2006
  2005
Nonfarm sole proprietorships:            August 2004     December 2004
  2003                                   August 2005     December 2005
  2004                                   August 2006     December 2006
  2005
Partnerships:                            October 2003    December 2003
  2002                                   October 2004    December 2004
  2003
Corporations: (1)                         March 2004       June 2004
  2002                                    March 2005       June 2005
  2003
Corporation foreign tax credit: (1)       March 2003       June 2003
  2001                                    March 2004       June 2004
  2002
Controlled foreign corporations: (2)      March 2004       June 2004
  2002
Tax-exempt organizations: (3)            October 2004    December 2004
  2002                                   October 2005    December 2005
  2003
Private foundations: (3)                 October 2004    December 2004
  2002                                   October 2005    December 2005
  2003
Tax-exempt organization
  unrelated business income: (3)         October 2004    December 2004
  2002                                   October 2005    December 2005
  2003
Estate tax returns:                          (4)         December 2003
  2003                                       (4)         December 2004
  2004
Split-interest trusts:                  December 2004    December 2004
  2003                                  December 2005    December 2005
  2004
Gift tax returns:                        August 2004     December 2004
  2004

                                          Tentative
Statistics of Income program and year    release date
                                        for final data

                                             (5)
Individual income tax returns:
  2003                                   August 2005
  2004                                   August 2006
  2005                                   August 2007
Nonfarm sole proprietorships:
  2003                                   August 2005
  2004                                   August 2006
  2005                                   August 2007
Partnerships:
  2002                                  September 2004
  2003                                  September 2005
Corporations: (1)
  2002                                    March 2005
  2003                                    March 2006
Corporation foreign tax credit: (1)
  2001                                   October 2004
  2002                                   October 2005
Controlled foreign corporations: (2)
  2002                                   October 2005
Tax-exempt organizations: (3)
  2002                                    July 2005
  2003                                    July 2006
Private foundations: (3)
  2002                                   August 2005
  2003                                   August 2006
Tax-exempt organization
  unrelated business income: (3)
  2002                                  September 2005
  2003                                  September 2006
Estate tax returns:
  2003                                  November 2004
  2004                                  November 2005
Split-interest trusts:
  2003                                   August 2005
  2004                                   August 2006
Gift tax returns:
  2004                                  November 2005

(1) Corporation statistics for 2002 represent accounting periods ended
July 2002 through June 2003. Study year 2003 is similarly defined.

(2) Data for 2001 represent accounting periods ending July 2001 through
June 2002. Data for study year 2002 are similarly defined.

(3) Data for 2002 represent tax years ending between December 2002 and
November 2003. Study year 2003 is similarly defined.

(4) Estate tax return statistics are processed on a filing-year, rather
than on a year-of-death (Tax Year) basis. At a later stage (not shown
here), the underlying data from several filing years are combined by
year of death.