Thursday, April 26, 2018
The Accumulation and Distribution of IRA’s bulletin articles and related statistical tables provide detailed information about trends in the accumulation and distributions of IRAs by taxpayers. These annual statistics on types of IRA plans are based on information collected from matched samples of Form 1040, U.S Individual Income Tax Returns; Forms 5498, IRA Contribution Information; and Forms 1099-R, Distributions from Pensions, Annuities, Retirement or Profit-Sharing plans, IRAs, Insurance Contract, etc.
Tax Year 2015 Individual Retirement Arrangement (IRA) tables are now available on SOI's Tax Stats Web page. These tables detail the total fair market value for IRAs, the number of taxpayers receiving distributions, and total contributions made to the various types of IRAs. The data are categorized by size of adjusted gross income, age of taxpayer, type of IRA plan, and amount of contribution.