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Issue Number:    2015 - 14

Inside This Issue

1. 2011-2012 State and County Migration Data
2. 2012 Exempt Organizations' Data
3. Excise Taxes Reported by Charities, Private Foundations, and Split-Interest Trusts on Form 4720, Calendar Year 2014
4. Revised Release Dates for Several SOI Products
5. Notice of Data Revisions

The 2011-2012 State- and county-level migration data for the United States are now available on Tax Stats. These data show the migration between both States and counties in separate datasets. These datasets use the methodological improvements made to SOI’s United States population migration data and are not comparable with prior years. The data include migration flows at the State level, by size of adjusted gross income and age of the primary taxpayer. Migration data are based on year-to-year address changes reported on individual income tax returns filed with the IRS. The data present migration patterns by State or county for the entire United States 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 leaving a State or county and where they moved to).

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Microdata files, aggregate tables, and documentation from SOI’s Tax Year 2012 Exempt Organizations Study are now available on Tax Stats. Data are compiled from Forms 990 and 990-EZ, Return of Organization Exempt from Income Tax, filed with the IRS by organizations that are tax-exempt under IRC Sections 501(c)(3) through (c)(9) and include balance sheet, income statement, expense and compensation information, as well as detailed information from associated form schedules.

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A table showing Calendar Year 2014 data for Excise Taxes on Exempt Organizations (Form 4720) is now available. The table includes statistics on taxable amounts and taxes reported by charities, private foundations, and split-interest trusts for certain activities.

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• 2012 Private Foundation Data—August 26, 2015.
• 2013 Individuals, County and State Data—August 26, 2015.
• 2013 Individuals, ZIP Code Data—August 26, 2015.
• 2013 Individuals, Migration Flow Data—August 26, 2015.
• 2014 Individuals, Migration Flow Data—September 30, 2015.
• 2013 Bonds, Tax-Exempt Governmental Bond Data—September 15, 2015.
• 2013 Bonds, Tax-Exempt Private Activity Bond Data—September 15, 2015.
• 2013 Bonds, Credit Payments Data—November 2, 2015.
• 2013 Bonds, Tax Credit Data—November 2, 2015.
• 2013 Bonds, Tax-Exempt Arbitrage Rebate Data—November 2, 2015..
• 2012 Individuals, Sales of Capital Assets Data—November 25, 2015.
• 2013 Individuals, Complete Report Data was included on the release calendar in error. The 2013 Individual Complete Report Tabulations will be released August 26, 2015.

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• Historical Table 13: Corporation Income Tax Returns: Balance Sheet, Income Statement, and Tax Items for Income Years. Expanded Version has revised the “other deductions” row of the 2012 data. (column 23, line 71)
• Sales of Capital Assets Panel Data Reported on Individual Tax Returns, 2004–2007: The SOI Bulletin article has been updated to revise Figure L, Table 1B, Table 2B, Table 3B, and Table 5B.
• Tax-Exempt Governmental Bonds (Form 8038-G): 2012 Long-Term Bonds: Computation of Lendable Proceeds has been updated to reflect changes to a small number of fields.

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