SOI Bulletin - Volume 29 - Number 3 - Winter 2010 Statistics of Income Report

Sep 19, 2026

SOI Bulletin - Volume 29, Number 3 presents quarterly Statistics of Income reporting issued by the U.S. Internal Revenue Service. The publication summarizes early, publicly available annual financial statistics drawn from tax and information returns, supplemented by periodic and special analytic studies. It highlights featured research articles covering individual income tax returns, preliminary data, income rates and shares, capital asset sales, and projections for federal filings. It also includes departments on sampling methodology, public release of SOI information, projects and contacts, and products and services.

LanguageEnglish

CategoryGeneral

FormatPDF

Pages225

Reading Time1 h 19 min

AccessFree to download

Inside this Issue

Featured Articles

Departments

| SOI BULLETIN
A Quarterly Statistics of Income Report | | | | --- | --- | --- | | Volume 29 , Number 3
The Statistics of Income (SOI) Bulletin is issued quarterly, in February, May, August, and November, by the Statistics of Income Division of the Internal Revenue Service. The report provides the earliest published annual financial statistics obtained from the various types of tax and information returns filed, as well as information from periodic or special analytical studies of particular interest to students of the U.S. tax system, tax policymakers, and tax administrators. Selected historical and other data tables, previously published in every issue of the SOI Bulletin, now are published only in the spring issue of the Bulletin. These tables are also available on SOI’s pages of the IRS Web site ([www.irs.gov/taxstats](www.irs.gov/taxstats)).
Information on the availability of supplemental data on the topics included in this issue, special tabulations undertaken on a reimbursable basis, or other SOI subjects, may be obtained by telephoning the SOI’s Statistical Information Services (202-874- 0410), or by writing to the Director, Statistics of Income Division RAS:S, Internal Revenue Service, P.O. Box 2608, Washington, D.C. 20013-2608.
The SOI Bulletin is prepared under the direction of Paul Arnsberger, Acting Chief, Communications and Data Dissemination Section. Paul Bastuscheck (layout and graphics), James Dalton (writer-editor), Clay Moulton (layout and graphics), Lisa Smith (layout and graphics editor), Camille Swick (layout and graphics), Bobbie Vaira (publishing services coordinator), and Dorothy Wallace (layout and graphics) are the editorial staff who prepare the manuscript. Jim Hobbs and Emily Gross also made major contributions in the production of this issue. Views expressed in the articles are those of the authors and do not necessarily represent the views of the Treasury Department or the Internal Revenue Service.
NOTE: When using information from this report, cite
the publication as follows—Internal Revenue Service Statistics of Income Bulletin Winter 2010
Washington, D.C.
For sale by the
Superintendent of Documents
P.O. Box 371954
Pittsburgh, PA 15250–7954 | Inside this Issue 2 | | | | Featured Articles: Individual Income Tax Returns, Preliminary Data, 2008
by Michael Parisi
Individual Income Tax Rates and Shares, 2007
by Adrian Dungan and Kyle Mudry
Sales of Capital Assets Reported on Individual Tax Returns, 2007
by Janette Wilson and Pearson Liddell
Projections of Federal Tax Return Filings: Calendar Years 2009–2016
by Brett Collins
Foreign Recipients of U.S. Income, 2007
by Scott Luttrell
Changing Times: An Analysis of the 2007 Revision of the Split-Interest Trust Information Return
by Lisa Schreiber Rosenmerkel
Unrelated Business Income Tax Returns, 2006
by Jael Jackson
Interest-Charge Domestic International Sales Corporations, Tax Years 2004, 2005, and 2006
by Daniel Holik | 5
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106
116
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174 | | | Departments:
SOI Sampling Methodology and Data
Limitations 215
Public Release of SOI Information 218
SOI Projects and Contacts 219
SOI Products and Services 223
Index—Previously Published Articles and
Data Releases Inside Back Cover | | 2 | Inside this Issue | | | --- | --- | | Individual Income Tax Returns, Preliminary Data, 2008
by Michael Parisi
For Tax Year 2008, taxpayers filed 142.4 million U. S. individual income tax returns, a decrease of 0.5 percent from the 143.0 million returns filed for 2007. For the first time since Tax Year 2002, Adjusted Gross Income (AGI) and several other notable items showed a decline. Between 2007 and 2008, AGI decreased by 3.7 percent to $8.2 trillion. Key components that contributed to the decline in AGI were net capital gains, which decreased 40.4 percent from $749.1 billion in 2007 to $446.6 billion in 2008, and capital gain di

FAQs

What is the SOI Bulletin and how often is it issued?

The SOI Bulletin is a quarterly Statistics of Income report issued in February, May, August, and November by the IRS Statistics of Income Division.

What kind of data does the report provide?

It provides early published annual financial statistics from tax and information returns, along with results from periodic or special analytical studies.

Where can readers find supplemental SOI data and additional information?

Supplemental data information can be obtained by calling the SOI Statistical Information Services phone number listed in the bulletin, or by writing to the Director, Statistics of Income Division at the provided address.

Sep 19, 2026

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