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Issue Number:    2019 - 19

Inside This Issue

1. Publication 6292, Fiscal Year Return Projections for the United States, Fall 2019 Edition
2. Unincorporated Business State and County Data, Tax Year 2017
3. ​Nonprofit Charitable and Other Tax-Exempt Organizations, Tax Year 2016
4. Tax-Exempt Organizations Excise Taxes, Calendar Year 2018
5. 2017 Individual Income Tax Returns Complete Report (Publication 1304)
6. 2017 Individual Income Tax Returns Line Item Estimates (Publication 4801)
7. Nonfarm Sole Proprietorship, Tax Year 2017

This semiannual publication contains United States-level projections for Fiscal Years 2019–2026 of approximately 50 different individual, business, and tax-exempt return types (e.g., Forms 1040, 1120, 941, and 990) to be filed by the major return categories, including selected detail by the IRS business operating divisions. There is also additional detail by medium of filing (paper versus electronic) and actual number of returns filed for FY 2018.

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Three new State and county tables presenting selected financial information on sole proprietorships and partnerships are now available on SOI's Tax Stats Web page. Sole proprietorships reported their information on Form 1040, Schedule C, Profit or Loss From Business, while partnerships filed Form 1065, U.S. Return of Partnership Income. The State sole proprietorship and partnership data are each classified by 3-digit NAICS subsector or 4-digit NAICS industry group level; the county data, where sole proprietorship and partnership information are combined, are classified by 2-digit sector level. The information is drawn from unedited IRS administrative records for Tax Year 2017.

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Four tables containing data from SOI’s Tax Year 2016 study of tax-exempt organizations (excluding private foundations) are now available on SOI's Tax Stats Web page. The tables contain balance sheet, income statement, and functional expense data from Forms 990 and 990-EZ filed by organizations exempt under Internal Revenue Code Sections 501(c)(3) through (c)(9). Data are classified by total end-of-year assets and IRC Section. The release also includes microdata and documentation from the SOI exempt organization sample study used to create the tables.

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A table presenting Calendar Year 2018 data for charities, private foundations, and split-interest trusts reporting excise taxes is now available on SOI's Tax Stats Webpage. The table includes organization-level information on the types and amounts of excise taxes reported based on information from Form 4720, Return of Certain Excise Taxes Under Chapters 41 and 42 of the Internal Revenue Code.

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The Tax Year 2017 Individual Income Tax Returns Complete Report (Publication 1304) is now available on SOI's Tax Stats Web page. The report is based on a sample drawn from individual income tax returns filed for Tax Year 2017 and provides estimates on sources of income, adjusted gross income, exemptions, deductions, taxable income, income tax, modified income tax, tax credits, self-employment tax, and tax payments. Classifications include tax status, size of adjusted gross income, marital status, age, and type of tax computation. The report also provides information on the requirements for filing tax returns and changes in the tax law, an analysis of the current year data as well as tax rate information, a description of the sample used to produce the report, and definitions and explanations of terms.

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The Tax Year 2017 Individual Income Tax Returns Line Item Estimates (Publication 4801) is now available on SOI's Tax Stats Web page. The publication presents estimates of frequencies of taxpayer entries on the lines of the forms and schedules filed with individual tax returns as shown on the 2017 SOI Individual Income Tax Return Complete Report file. The statistics are based on a sample of returns that have been weighted to estimate the entire Tax Year 2017 population. The publication includes corresponding dollar amounts of selected lines filed in concurrence with the number of returns filed.

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Tables for Tax Year 2017 Nonfarm Sole Proprietorship tables are now available on SOI's Tax Stats Web page. These tabulations provide statistics on business receipts, deductions, and net income reported by individual taxpayers on Schedule C (Form 1040), Profit or Loss From Business (Sole Proprietorship), for nonfarm proprietors, classified by industry group.

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