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Table 21. Selected returns and forms filed or to be filed by type during specified calendar years, 1995-2008.

Table 21. Selected Returns and Forms Filed or To Be Filed
by Type During Specified Calendar Years, 1995-2008

                                                 Number filed
                                               in calendar year--

        Type of return or form                1995           1998

                                              (1)            (2)

Individual income [1]                      116,466,900    123,049,600
  Forms 1040, 1040A, 1040EZ, and 1040PC    116,059,700    122,546,900
  Paper returns                            104,252,800     97,966,600
  Electronically filed returns              11,806,900     24,580,300
  Business returns                          18,058,600     19,031,300
  Schedule C or C-EZ                        16,157,000     17,183,700
  Schedule F                                 1,901,600      1,847,600
  Nonbusiness returns                       98,001,100    103,515,700
  Forms 1040NR, 1040PR, and 1040SS             407,200        502,700
Corporation income [2]                       4,817,900      5,241,200
  Form 1120                                  2,197,000      2,207,600
  Form 1120A                                   319,100        272,500
  Form 1120S                                 2,161,000      2,599,800
  Other                                        140,800        161,300
Partnership, Forms 1065 and 1065B [3]        1,580,300      1,861,000
Estate and trust income, Forms 1041
  and 1041S [4]                              3,190,900      3,397,600
Estate tax, Forms 706, 706NA,
  706GS(D), and 706GS(T) [5]                    81,400        110,100
Gift tax, Form 709                             216,200        261,200
Tax-exempt organizations [6]                   572,600        618,300
  Forms 990 and 990EZ                          406,400        412,000
  Form 990-PF                                   51,300         61,800
  Form 990-T                                    49,800         50,200
  Forms 990C, 4720, and 5227                    65,100         94,300
Employment [7]                              28,654,900     29,106,400
  Forms 940, 940EZ, 940PR                    5,482,600      5,483,300
  Forms 941, 941PR/SS, 944                  22,219,100     23,098,500
  Forms 943, 943PR/SS                          354,700        330,900
  Other                                        598,500        193,700
Excise [8]                                     788,600        821,900
  Form 2290                                    490,300        562,500
  Form 720                                     225,300        194,000
  Other                                         73,000         65,400

                                                  Number filed
                                               in calendar year--

        Type of return or form                1999           2000

                                              (3)            (4)

Individual income [1]                      125,389,700    127,657,400
  Forms 1040, 1040A, 1040EZ, and 1040PC    124,887,100    127,097,200
  Paper returns                             95,557,600     91,695,100
  Electronically filed returns              29,329,500     35,402,200
  Business returns                          19,176,200     19,350,400
  Schedule C or C-EZ                        17,377,100     17,570,500
  Schedule F                                 1,799,200      1,779,900
  Nonbusiness returns                      105,710,900    107,746,800
  Forms 1040NR, 1040PR, and 1040SS             502,500        560,200
Corporation income [2]                       5,398,300      5,469,600
  Form 1120                                  2,202,400      2,161,700
  Form 1120A                                   260,800        245,500
  Form 1120S                                 2,767,000      2,887,100
  Other                                        168,100        175,300
Partnership, Forms 1065 and 1065B [3]        1,974,700      2,066,800
Estate and trust income, Forms 1041
  and 1041S [4]                              3,403,300      3,528,900
Estate tax, Forms 706, 706NA,
  706GS(D), and 706GS(T) [5]                   116,400        123,600
Gift tax, Form 709                             291,900        308,600
Tax-exempt organizations [6]                   692,600        699,100
  Forms 990 and 990EZ                          458,100        461,700
  Form 990-PF                                   64,900         70,000
  Form 990-T                                    62,800         52,600
  Forms 990C, 4720, and 5227                   106,800        114,900
Employment [7]                              28,973,600     28,841,200
  Forms 940, 940EZ, 940PR                    5,479,100      5,463,100
  Forms 941, 941PR/SS, 944                  22,985,100     22,890,300
  Forms 943, 943PR/SS                          316,200        305,500
  Other                                        193,200        182,300
Excise [8]                                     822,300        852,500
  Form 2290                                    577,800        610,800
  Form 720                                     183,800        174,700
  Other                                         60,700         67,100

                                                 Number filed
                                              in calendar year--

        Type of return or form                2001           2002

                                              (5)            (6)

Individual income [1]                      130,094,300    130,977,500
  Forms 1040, 1040A, 1040EZ, and 1040PC    129,444,900    130,341,200
  Paper returns                             89,238,100     83,505,100
  Electronically filed returns              40,206,800     46,836,100
  Business returns                          19,664,500     20,072,000
  Schedule C or C-EZ                        17,904,900     18,336,500
  Schedule F                                 1,759,600      1,735,500
  Nonbusiness returns                      109,780,500    110,269,100
  Forms 1040NR, 1040PR, and 1040SS             649,300        636,400
Corporation income [2]                       5,561,300      5,738,800
  Form 1120                                  2,128,700      2,131,900
  Form 1120A                                   235,800        229,700
  Form 1120S                                 3,022,600      3,191,100
  Other                                        174,200        186,200
Partnership, Forms 1065 and 1065B [3]        2,165,000      2,271,800
Estate and trust income, Forms 1041
  and 1041S [4]                              3,918,900      3,658,000
Estate tax, Forms 706, 706NA,
  706GS(D), and 706GS(T) [5]                   122,400        114,000
Gift tax, Form 709                             303,800        282,600
Tax-exempt organizations [6]                   724,200        744,400
  Forms 990 and 990EZ                          481,000        495,000
  Form 990-PF                                   73,300         76,900
  Form 990-T                                    48,200         46,400
  Forms 990C, 4720, and 5227                   121,700        126,200
Employment [7]                              28,935,800     29,514,200
  Forms 940, 940EZ, 940PR                    5,545,400      5,546,300
  Forms 941, 941PR/SS, 944                  22,919,800     23,510,100
  Forms 943, 943PR/SS                          291,000        283,300
  Other                                        179,600        174,600
Excise [8]                                     815,100        836,400
  Form 2290                                    588,700        615,200
  Form 720                                     164,900        161,100
  Other                                         61,500         60,000

                                                  Number filed
                                               in calendar year--

        Type of return or form                2003           2004

                                               (7)            (8)

Individual income [1]                      130,836,700    131,297,500
  Forms 1040, 1040A, 1040EZ, and 1040PC    130,134,300    130,576,900
  Paper returns                             77,265,300     69,148,600
  Electronically filed returns              52,869,000     61,428,300
  Business returns                          20,658,500     21,475,200
  Schedule C or C-EZ                        18,944,500     19,770,600
  Schedule F                                 1,713,900      1,704,700
  Nonbusiness returns                      109,475,800    109,101,600
  Forms 1040NR, 1040PR, and 1040SS             702,400        720,700
Corporation income [2]                       5,919,600      6,018,300
  Form 1120                                  2,119,000      2,066,800
  Form 1120A                                   225,300        214,700
  Form 1120S                                 3,369,100      3,523,900
  Other                                        206,200        212,800
Partnership, Forms 1065 and 1065B [3]        2,405,400      2,546,400
Estate and trust income, Forms 1041          3,705,000      3,722,400
  and 1041S [4]
Estate tax, Forms 706, 706NA,
  706GS(D), and 706GS(T) [5]                    87,100         74,200
Gift tax, Form 709                             284,900        262,200
Tax-exempt organizations [6]                   818,200        807,300
  Forms 990 and 990EZ                          548,000        533,000
  Form 990-PF                                   86,000         85,700
  Form 990-T                                    55,200         57,700
  Forms 990C, 4720, and 5227                   129,000        131,000
Employment [7]                              30,091,200     30,463,600
  Forms 940, 940EZ, 940PR                    5,705,600      5,757,200
  Forms 941, 941PR/SS, 944                  23,942,300     24,278,400
  Forms 943, 943PR/SS                          276,600        269,400
  Other                                        166,700        158,600
Excise [8]                                     844,500        834,800
  Form 2290                                    642,400        660,600
  Form 720                                     142,100        118,000
  Other                                         59,900         56,200

                                                  Number filed
                                               in calendar year--

        Type of return or form                2005           2006

                                               (9)           (10)

Individual income [1]                      133,023,100    135,197,400
  Forms 1040, 1040A, 1040EZ, and 1040PC    132,275,800    134,421,400
  Paper returns                             63,811,900     61,181,900
  Electronically filed returns              68,463,900     73,239,500
  Business returns                          22,315,700     23,205,700
  Schedule C or C-EZ                        20,627,100     21,526,700
  Schedule F                                 1,688,600      1,679,000
  Nonbusiness returns                      109,960,100    111,215,700
  Forms 1040NR, 1040PR, and 1040SS             747,300        776,000
Corporation income [2]                       6,164,600      6,358,100
  Form 1120                                  2,012,700      2,009,500
  Form 1120A                                   210,900        196,100
  Form 1120S                                 3,715,200      3,909,700
  Other                                        225,700        242,800
Partnership, Forms 1065 and 1065B [3]        2,720,300      2,934,600
Estate and trust income, Forms 1041          3,698,600      3,751,400
  and 1041S [4]
Estate tax, Forms 706, 706NA,
  706GS(D), and 706GS(T) [5]                    54,900         60,000
Gift tax, Form 709                             265,500        264,300
Tax-exempt organizations [6]                   819,300        838,800
  Forms 990 and 990EZ                          537,400        547,100
  Form 990-PF                                   87,700         88,800
  Form 990-T                                    63,400         71,300
  Forms 990C, 4720, and 5227                   130,700        131,500
Employment [7]                              31,058,000     30,803,800
  Forms 940, 940EZ, 940PR                    5,936,800      6,046,000
  Forms 941, 941PR/SS, 944                  24,705,900     24,351,000
  Forms 943, 943PR/SS                          262,600        258,000
  Other                                        152,800        148,800
Excise [8]                                     838,900        896,500
  Form 2290                                    678,700        737,500
  Form 720                                     107,000        104,700
  Other                                         53,100         54,300

                                                 Number filed
                                              in calendar year--

        Type of return or form                2007           2008

                                              (11)           (12)

Individual income [1]                      138,471,400    154,709,300
  Forms 1040, 1040A, 1040EZ, and 1040PC    137,725,300    153,832,000
  Paper returns                             57,863,200     64,059,500
  Electronically filed returns              79,862,100     89,772,600
  Business returns                          23,846,600     24,943,400
  Schedule C or C-EZ                        22,176,700     22,917,000
  Schedule F                                 1,669,900      2,026,300
  Nonbusiness returns                      113,878,700    128,888,600
  Forms 1040NR, 1040PR, and 1040SS             746,100        877,300
Corporation income [2]                       6,623,900      6,831,800
  Form 1120                                  2,017,300      2,145,700
  Form 1120A                                   186,700              0
  Form 1120S                                 4,155,800      4,390,900
  Other                                        264,200        295,200
Partnership, Forms 1065 and 1065B [3]        3,147,000      3,348,800
Estate and trust income, Forms 1041          3,729,800      3,110,600
  and 1041S [4]
Estate tax, Forms 706, 706NA,
  706GS(D), and 706GS(T) [5]                    47,300         48,300
Gift tax, Form 709                             255,100        257,000
Tax-exempt organizations [6]                   879,100        918,600
  Forms 990 and 990EZ                          566,100        594,700
  Form 990-PF                                   89,700         97,800
  Form 990-T                                    93,600         98,100
  Forms 990C, 4720, and 5227                   129,800        128,100
Employment [7]                              30,717,400     30,524,900
  Forms 940, 940EZ, 940PR                    6,139,800      6,194,300
  Forms 941, 941PR/SS, 944                  24,192,000     23,948,800
  Forms 943, 943PR/SS                          249,600        249,100
  Other                                        136,100        132,700
Excise [8]                                     895,400        867,200
  Form 2290                                    743,100        718,100
  Form 720                                     102,400        100,200
  Other                                         49,800         49,000

[1] Form 1040 is the "long form," and Form 1040A is one of the two
"short forms." The types of income that could be reported on Form
1040EZ were expanded, starting in 1996, to include unemployment
compensation. Form 1040PC, discontinued after 2000, was the
equivalent of a "paper" Form 1040, 1040A, or 1040EZ return for
which an IRS-approved computer software-generated compressed format
was used. Schedule C is for reporting nonfarm sole proprietorship
business profits, and Schedule F is for reporting farm sole
proprietorship business profits.

The reported data for total Forms 1040, 1040A, 1040EZ, and 1040PC
returns, as well as the totals for nonbusiness and business Form
1040 returns with Schedules C or F attached, are comprised of
"paper" returns, plus "standard" electronically filed ("e-file")
returns. Standard e-file returns are filed by authorized third
parties, such as paid preparers and, approved "online" tax filing
companies. For 1995 through 2005, the electronically filed totals
also include returns filed by touch-tone telephone ("TeleFile").
IRS discontinued Telefile after 2005. The last category under
individual income tax returns is comprised of 1040NR (nonresident
alien); 1040PR (self-employment tax, Puerto Rico); and 1040SS
(self-employment tax, U.S. Virgin Islands, Guam, American Samoa,
and the Northern Mariana Islands). Amended returns filed on Form
1040X are excluded.

[2] Form 1120 is the basic corporation income tax return. The short
Form 1120A was discontinued in 2008. Form 1120S is for S
corporations (certain qualifying corporations electing to be taxed
through shareholders). "Other" includes Forms 1120-F (most foreign
companies with U.S. income); Forms 1120-L (domestic and foreign
life insurance companies). Forms 1120POL (certain political
associations); Forms 1120-H (homeowners' associations); Forms1120-C
(Cooperative Associations); Forms 1120-FSC (Foreign Sales
Corporations, or FSCs); Forms 1120-REIT (Real Estate Investment
Trusts); Forms 1120-RIC (Regulated Investment Companies); and Forms
1120-PC (Property and Casualty Insurance Companies). "Other" also
includes Form 1120ND (for nuclear decommissioning trust funds and
related persons). "Other" excludes Form 1120-DISC for Domestic
International Sales Corporations, which were discontinued and
mostly replaced by FSCs (see above); and Form 1120 IC-DISC for
Interest-Charge Domestic International Sales Corporations (which
was used by certain other DISCs after 1985). Amended returns filed
on Form 1120X are excluded.

[3] Includes Form 1065B for certain large partnerships, starting in
1999.

[4] Form 1041 is the regular income tax return filed for estates
and trusts.

[5] Form 706 is the regular estate tax return; Form 706NA is for
U.S. estates of nonresident aliens; Forms 706 GS(D) and 706 GS(T)
are for estate tax returns for which the generation-skipping
transfer tax applies to distributions and to trust terminations,
respectively.

[6] Form 990 is for tax-exempt organizations, except private
foundations (Form 990-PF). Form 990EZ is the short form. Form 990-T
is the income tax return filed for businesses conducted by
tax-exempt organizations. Form 990C is for farmers' co-operatives.
Form 4720 is for computing the special excise taxes applicable to
certain private foundations, and Form 5227 is for split-interest
trusts treated as private foundations.

[7] Form 940 is the annual unemployment (FUTA) tax return filed by
employers; Form 940PR is used by employers in Puerto Rico; and Form
940EZ is a shorter version of Form 940. Form 941 is the employer's
quarterly return for income tax withheld; Form 941PR is used by
employers in Puerto Rico; and Form 941SS by employers in the U.S.
Virgin Islands, Guam, American Samoa, and the Northern Mariana
Islands; Form 944 is the employer's annual return for income tax
withheld (starting in Calendar Year 2007). Form 943 is filed to
report income tax withheld by employers for agricultural employees.
Form 943PR/SS is used by employers in Puerto Rico. "Other" includes
Form 945 (annual tax withholding from nonpayroll distributions),
included in 1995 and subsequent years; Form 942 (quarterly return
for household employees) and Form 942PR (quarterly return for
household employees filed by Puerto Rico employers), both
discontinued after 1995; and Form CT-1 (annual Railroad Retirement
and Unemployment Tax Return).

[8] Form 720 is the IRS quarterly excise tax return. Form 2290 is
the IRS return used to report heavy highway vehicle use tax.
"Other" includes Form 730 (tax on wagering) and Form 11C
(occupational tax and registration return for wagering). (Excise
tax returns exclude those now filed with the Alcohol and Tobacco
Tax and Trade Bureau (TTB) and the Customs Service).

NOTES: Detail may not add to totals because of rounding. Tax law
and tax form changes affect the year-to-year comparability of the
data.

SOURCE: U.S. Department of the Treasury, Internal Revenue Service,
Office of Research, Analysis, and Statistics, Office of Research,
Projections and Forecasting Group.
COPYRIGHT 2009 U.S. Government Printing Office
No portion of this article can be reproduced without the express written permission from the copyright holder.
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Title Annotation:Selected Historical and Other Data
Publication:Statistics of Income. SOI Bulletin
Article Type:Statistical table
Geographic Code:1USA
Date:Mar 22, 2009
Words:2470
Previous Article:Table 20. Federal excise taxes reported to or collected by the Internal Revenue Service, Alcohol and Tobacco Tax and Trade Bureau, and Customs...
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