SOI products and services - Statistics of Income

Statistics of Income Bulletin, Spring, 2002

Statistics of Income (SOI) data are available in electronic formats and in printed publications. For further information on any of the following products and services, or for answers to questions on the availability of SOI data, other statistical services, or release dates for data, please contact SOI's Statistical Information Services (SIS) Office:

Statistical Information Services         (202) 874-0410
Statistics of Income Division      (202) 874-0964 (fax)
Internal Revenue Service           sis@irs.gov (e-mail)
P.O.Box2608
Washington, DC 20013-2608

As its name implies, SIS is best able to answer questions about data. It does not supply tax forms or information about the status of an individual's tax refund or audit examination. Media requests should be directed to the IRS Media Relations Branch, Communications Division, on (202)6224000.

Electronic Products and Services

Products Available Free on the Internet

SOI's interact site offers a combination of files presenting SOI tables, articles about SOI data, and information about SOI products and services, as well as non-SOI products, including annual IRS Data Book tables, Compliance Research projections, and nonprofit Master File microdata records. At present, nearly 1,300 files reside there. Our World Wide Web address is: www.irs.gov.

There is also a direct link to our Web site from the Federal Government's "One-Stop Shopping for Federal Statistics": www.fedstats.gov.

From the main IRS website, click on Tax Stats in the upper left-hand corner to access several topics:

Announcements

This selection provides information about files recently added to Tax Stats.

IRS Statistical Overview

* Collections

* Examination Activities

* Number of Returns

* Refunds

* Taxpayer Assistance

Statistics by Topic

* Corporations

* Employment Taxes

* Estates/Wealth/Gifts

* Excise Taxes

* Individuals

* International

* Partnerships

* Sole Proprietorships

* Tax-Exempt/Employee Plans

* Trusts

Statistical Publications

* IRS DataBook

* Projections

* Research Bulletins

* SOI Bulletins

* SOI Corporation Reports

* SOI Individual Reports

Statistics of Income

* Overview

* Products and Services

* Programs and Careers

Products for Sale From SOI

Many of SOI's data files are available for sale on CD-ROM, diskette, tape, or via e-mail through the Statistical Information Services Office. Prepayment is required for orders or $100 or more, with checks made payable to the IRS Accounting Section. Contact SIS for information on specific products, prices, sources, media, and ordering instructions.

The following files are currently available on a reimbursable basis and include data from returns covering corporations, individuals, exempt organizations, and private foundations and charitable trusts. Most of these files are tabulations of aggregated data, but some are files of microdata records.

Corporation Income Tax Returns

Corporation Source

A magnetic tape, PC-diskettes, or CD-ROM containing the tabular statistics from the Corporation Source Book, for years 1996-1999. Price is $1,500.

See also Printed Publications section below.

Individual Income Tax Returns

Individual Public-Use Microdata Files

These files include individual income tax returns for 1960, 1962, 1964, and 1966-1997. All of the files have been edited to protect the confidentiality of individual taxpayers. Public-use files of individual income tax returns for 1960, 1962, 1964, and 1966-1991 are available for sale by writing to the Center for Electronic Records at the National Archives and Records Administration, 8601 Adelphi Road, College Park, MD 20740-6001, or by calling (301) 713-6630. Files for 1992 through 1997 are available on CD-ROM from the SOI Division. Price for the 1997 SOI file is $3,300 per year.

Individual Nonpublic-Use Microdata Files

These files include individual income tax returns for 1960-1999. They are available to the State tax authorities for $4,000 per year per State. They contain identifiable data.

County-to-County Migration Data

One table, based on the year-to-year changes in the addresses shown on the population of returns from the IRS Individual Master File system. This table presents data on migration patterns by county for the entire United States, including inflows and outflows. The data include the number of returns (which can be used to approximate the number of households), the number of personal exemptions (which can be used to approximate the population), total "adjusted gross income" (starting with 1995-1996), "median adjusted gross income" (starting with 1995-1996), total money income (for years 1992-1993 through 1995-1996), and median total money income (for years 1992-1993 through 1995-1996). Available for 1984-2001. Price is $200 per year for the entire United States or $10 per State per year. (All years for the entire United States are also available for $500.)

State-to-State Migration Data

One table, based on the year-to-year changes in the addresses shown on the population of returns from the IRS Individual Master File system. This table presents data on migration patterns by State for the entire United States, including inflows and outflows. The data include the number of returns (which can be used to approximate the number of households), the number of personal exemptions (which can be used to approximate the population), total "adjusted gross income" (starting with 1995-1996), "median adjusted gross income" (starting with 1995-1996), total money income (for years 1992-1993 through 1995-1996), and median total money income (for years 1992-1993 through 1995-1996). Available for 1989-2001. Price is $50 per year for the entire United States or $5 per State per year.