Publication 6186 (Rev. 12-2016) 6186 (revised 12-2016) is a product of the IRS Statistics of Income...

Publication 6186 2016 Update

Calendar Year Return Projections for the United States and IRS Campuses

2016 - 2023

Statistics of Income Research, Applied Analytics and Statistics

2

Publication 6186 (revised 12-2016) is a product of the IRS Statistics of Income Division within the Research, Applied Analytics and Statistics organization.

Barry Johnson Director, Statistics of Income

Ronald Walsh Acting Chief, Servicewide Support Section

Andre Palmer Team Leader, Forecasting

Questions or comments regarding these forecasts or related matters can be directed to the corresponding staff member listed below.

Business Returns Jeff Matsuo (202) 803-9363

Individual (Estimated Tax, Extensions and Amended)

Andre Palmer (202) 803-9368 Michelle Chu (202) 803-9369

Jeff Matsuo (202) 803-9363

Other Comments or Questions Michelle Chu (202) 803-9369 Andre Palmer (202) 803-9368

Forecasts Available Electronically

Forecasts from the most recent edition of this publication are available from the “Forms and Pubs” link on www.irs.gov. IRS employees can access this publication on the IRWeb intranet site by selecting the “Research” link, followed by “Research, Analysis & Statistics (RAS)” and then “Projections and Forecasting Publications.”

http://www.irs.gov

3

Calendar Year Return Projections for The United States and IRS Campuses

2016-2023

Publication 6186 2016 Update

Suggested Citation

Internal Revenue Service Research, Applied Analytics and Statistics

Statistics of Income Calendar Year Return Projections for

The United States and IRS Campuses Publication 6186 (Rev. 12-2016)

Washington, D.C. 20234

4

Table of Contents (2016 Update)

Staff Directory…………………………….……………………..…... Inside Front Cover

Forecasts Available Electronically………………………….……… Inside Front Cover

Overview………………………………………………………………………………… 1

Other Projection Publications…………………………………………..Inside Back Cover

Data Sources and Projection Methodology…………………………………………. 1

Impact of Recent Legislative and Administrative Changes.……………………….. 2

Track Record of Projection Accuracy ….………………….…………………………. 3

Comments and Questions…………………………………………………………...... 4

Historical View of Return Volumes for the United States…..………………………. 5

Number of Returns to be Filed for the United States by Form Type/Medium...…. 6

Number of Returns to be Filed by IRS Campus by Form Type/Medium……….... 8

Number of Returns to be Filed by Examination Class for the United States…….. 15

Forecast Accuracy Measures……………………….………………..……………….. 16

Table Notes……………………………………………………………………………… 17

Alignments of IRS Campus/Processing Sites……………………………………….. 20

Overview

The 2016 edition of IRS Publication 6186, Calendar Year Return Projections for the United States and IRS Campuses, provides the most recent revisions to the number of tax returns to be filed for the United States and IRS processing campuses by major return categories for Calendar Year (CY) 2016 through 2023. Also contained in this publication are projections of the number of returns to be filed for the United States by the IRS examination classes. These projections provide a foundation for IRS workload estimates and resource requirements contained in IRS budget submissions and other major planning documents. The Statistics of Income (SOI) staff within the IRS Research, Applied Analytics and Statistics organization develops and updates these forecasts annually to reflect changes in filing patterns, statutory requirements, and administrative procedures. The updates also incorporate the current economic and demographic outlook. The projections in this publication are based on information available as of November 2016.

Enacted tax law changes and confirmed administrative plans are reflected in these return projections. However, legislative or administrative initiatives simply under consideration are not used to update these return projections. In particular, the projections of electronically filed (e-file) returns contained in this publication are not goals, per se, and should not be interpreted as precluding an alternative e-file future.

Data Sources and Projection Methodology

The reported actual volumes of returns filed in CY 2015 are based on returns processed and recorded on the IRS master files. With few exceptions, these volumes are based on the same master file reporting systems as those used in the Internal Revenue Service Data Book (Publication 55B). However, master file counts were not available in some instances. In these cases, tallies of actual filings were provided by program staff in the IRS operating divisions, typically from data capture systems located in the IRS processing campuses.

The forecasts presented in Publication 6186 are based on various statistical models that capture and extrapolate historical filing trends, by each unique form type and medium of filing. Most models use time series extrapolation methods such as trended exponential smoothing. However, some return types, particularly individual income tax filings, are based on regression models that use economic and demographic variables such as total employment and gross domestic product as key input factors. In these instances, forecasts of the economic and demographic data series used by the SOI staff as the predictor variables are provided by IHS Global Inc. Also, where historical data are limited or non-existent, such as for new e-file products, the filing pattern for a comparable return type is applied. Customers interested in obtaining more detail on forecasting methodologies are welcome to contact the applicable staff member listed on the inside front cover.

Impact of Recent Legislative and Administrative Changes

As noted above, the effects of enacted legislation and administrative plans are embedded in these projections. The most significant of these changes are discussed below.

Reconfiguration of IRS Campus Processing Sites

IRS modernization efforts, built in part on the strong growth in electronic filing (e-file), have resulted in a major redistribution and consolidation of returns processing operations among the traditional IRS submission processing campuses. In CY 2002, the IRS began processing most paper individual returns at eight campuses, and transitioning a large portion of paper business and exempt organization returns to two other processing sites, Ogden and Cincinnati. IRS closed the Brookhaven, New York submission Processing center in December CY 2003 and moved to a configuration where seven campuses handled all returns associated with individuals. Ogden and Cincinnati handled virtually all of the business (and tax exempt) returns. IRS consolidation efforts continued with the closure of the Memphis campus at the end of September 2005. The Philadelphia and Andover campuses ended their paper individual returns processing operations in September 2007 and September 2009, respectively. The Atlanta campus ended paper processing in September 2011. The Austin, Fresno, and Kansas City campuses have processed all individual paper returns since 2012.

Plans were announced in September 2016 to further streamline the current three-site configuration for individual returns processing and the current two-site configuration for business returns processing. Kansas City will process most individual paper returns after 2024. The Fresno Campus will cease submission processing operations in September 2021 followed by the Austin Campus in September 2024. The Cincinnati campus will cease processing operations after September 2019 leaving the Ogden campus to process most of the business tax returns. Submission processing workload from individual and business e-file returns will be processed at the two end-state sites in Kansas City and Ogden after 2024.

The campus-level CY 2018 through CY 2023 volumes in this update of Publication 6186 reflect an initial estimate made in collaboration with HQ, Submission Processing of how workload might migrate from consolidating Submission Processing sites to the two end-state sites, Kansas City and Ogden. The alignments may change in future years based on updated return volume projections and other considerations. The current Submission Processing consolidation plan envisions the majority of individual returns will be processed in Kansas City at end-state in CY 2025 and the majority of business returns will be processed in Ogden.

In most instances, the campus where a taxpayer files a return depends upon the taxpayer’s state, the form type, and the medium of filing, paper versus electronic.

2

The distribution of returns filed among the business return campuses is more complicated. In certain cases, the specific form type filed or the IRS-defined business operating division classification of a return, i.e., Small Business/Self-Employed, Tax Exempt/Government Entity, or Large Business and International, overrides the geographic criterion.

Additional Discussion of Trends

In CY 2015, the share of total electronic volumes over the grand total was about 66 percent. This percentage is expected to rise to 67 percent in CY 2016, and then steadily increase to over 74 percent by 2023. Individual income tax returns make up over half of the grand total of return filings in any given year. For CY 2016, the estimated share of individual Form 1040 series returns filed electronically is about 86 percent, and current forecasts project that this ratio will reach nearly 93 percent by 2023. Readers interested in more detailed discussion of trends and issues in individual income tax returns filings should refer to the 2016 update of IRS Publication 6187, Calendar Year Projections of Individual Returns by Major Processing Categories.

Track Record of Projection Accuracy

In an effort to measure the quality of our products and services, this section, along with Table 11, provides a brief analysis of the accuracy of prior projections. Using four years of actual data from 2012 through 2015, Table 11 presents the accuracy of our national level projections by major return categories. This analysis covers only the major return categories projected on a calendar year basis and serves as a general measure for approximating the overall reliability of our U.S. level return projections.

The table presents two measures of projection accuracy; the mean absolute percent error (MAPE) and the number of over-projections. The MAPE is computed as the average percent projection error regardless of whether the projections were over- or under- actual filings in each of the four projection cycles. The number of over-projections can show whether projections are consistently over- or under- projected. A value of two indicates balanced forecasts over the four cycles.

The table groups these two measures by time horizon. The time horizon is determined based on the year a forecast was made and the year projected. For example, a forecast for 2015 made in 2012 would be part of the “3- years-ahead” time horizon.

3

Comments and Questions

We thank our customers for their support as we continually seek to improve our products and services wherever possible. We welcome customer feedback at any time. Comments and suggestions regarding this publication can be directed to Ronald Walsh, Acting Chief, Servicewide Support Section at (202) 803-9309.

Barry Johnson Director, Statistics of Income

4

Calendar Year

Grand Total

Individual

Indi vi dual Estim

ated Tax Fiduciary

Fiduciary Estimated Tax

Partnership

Corporation

Form 2553

Form 1066

Estate

Gift

Employment

Form 1042 Exempt Organization

Government Entities

Political Organization

Excise

Form 5330

Form 8752 Employee Plans

Supplemental Documents

5

Tabl

e 1.

His

toric

al P

ersp

ectiv

e by

Cal

enda

r Yea

r for

Uni

ted

Stat

es

Tota

l Num

ber o

f Ret

urns

File

d, b

y Ty

pe o

f Ret

urn

(in th

ousa

nds)

(1)

(2)

(3)

(4)

(5)

(6)

(7)

(8)

(9)

(10)

(1

1)

(12)

(1

3)

(14)

(1

5)

(16)

(1

7)

(18)

(1

9)

(20)

(2

1)

Act

ual:

1989

19

8,99

4 11

0,12

9 38

,059

2,

625

643

1,78

0 4,

197

n.a.

n.

a.

56

124

28,8

93

20

491

n.a.

n.

a.

887

n.a.

0

1,00

8 10

,082

19

90

203,

223

112,

596

39,3

63

2,68

1 66

7 1,

751

4,32

0 n.

a.

n.a.

61

14

8 28

,911

22

48

7 n.

a.

n.a.

85

2 n.

a.

0 1,

108

10,2

57

1991

20

4,26

4 11

4,13

4 38

,814

2,

779

608

1,65

2 4,

374

n.a.

n.

a.

65

157

28,4

65

22

520

n.a.

n.

a.

821

n.a.

65

1,

126

10,6

63

1992

20

6,00

4 11

5,04

7 38

,911

2,

888

647

1,60

9 4,

518

n.a.

n.

a.

70

170

28,7

17

22

538

n.a.

n.

a.

832

n.a.

71

1,

244

10,7

20

1993

20

3,04

2 11

4,11

6 37

,101

2,

950

630

1,56

7 4,

516

n.a.

n.

a.

73

218

28,8

69

23

538

n.a.

n.

a.

859

n.a.

69

1,

157

10,3

57

1994

20

5,78

1 11

5,06

2 36

,295

3,

088

668

1,55

8 4,

666

n.a.

n.

a.

81

216

29,2

74

24

534

n.a.

n.

a.

823

n.a.

65

1,

219

12,2

09

1995

20

6,71

0 11

6,46

7 35

,944

3,

191

591

1,58

0 4,

818

n.a.

n.

a.

81

216

28,6

55

24

573

n.a.

n.

a.

789

n.a.

62

1,

213

12,5

07

1996

21

2,03

2 11

8,78

4 37

,569

3,

267

702

1,67

9 5,

006

n.a.

n.

a.

91

232

28,6

99

24

578

n.a.

n.

a.

786

n.a.

58

96

8 13

,589

19

97

217,

916

120,

782

39,0

21

3,31

5 83

4 1,

755

5,14

9 n.

a.

n.a.

10

2 25

6 29

,045

26

63

9 n.

a.

n.a.

80

1 n.

a.

56

1,61

8 14

,518

19

98

222,

481

123,

050

39,8

81

3,39

8 95

7 1,

861

5,24

1 n.

a.

n.a.

11

0 26

1 29

,106

25

61

8 n.

a.

n.a.

82

2 n.

a.

53

1,51

5 15

,583

19

99

224,

435

125,

390

39,3

32

3,40

3 90

1 1,

975

5,39

8 n.

a.

n.a.

11

6 29

2 28

,974

26

69

3 n.

a.

n.a.

82

2 n.

a.

52

1,36

3 15

,698

20

00

226,

564

127,

657

39,5

17

3,52

9 93

3 2,

067

5,47

0 n.

a.

n.a.

12

4 30

9 28

,841

25

69

9 n.

a.

n.a.

85

3 n.

a.

49

658

15,8

34

2001

22

9,93

3 13

0,09

4 39

,023

3,

919

933

2,16

5 5,

561

n.a.

n.

a.

122

304

28,9

36

26

724

45

8 81

5 28

47

1,

111

17,1

36

2002

22

7,39

7 13

0,97

8 32

,996

3,

658

587

2,27

2 5,

728

616

14

114

283

29,5

14

27

744

67

29

836

26

45

1,22

2 18

,864

20

03

224,

071

130,

837

28,6

14

3,70

5 62

7 2,

405

5,91

3 61

1 16

87

28

5 30

,091

30

81

8 60

12

84

5 22

44

1,

690

19,0

47

2004

22

4,47

8 13

1,29

8 27

,669

3,

722

664

2,54

6 6,

013

546

20

74

262

30,4

64

31

807

51

10

835

23

42

1,04

9 19

,400

20

05

226,

298

133,

023

29,0

99

3,69

9 83

9 2,

720

6,15

9 55

1 22

55

26

5 31

,058

31

81

9 51

9

839

26

41

944

16,9

93

2006

23

0,89

6 13

5,19

7 30

,182

3,

751

649

2,93

5 6,

356

530

25

60

264

30,8

04

32

835

48

11

896

25

40

1,08

4 18

,253

20

07 *

23

8,47

1 13

8,47

1 30

,897

3,

730

805

3,14

7 6,

620

517

30

47

255

30,7

17

32

877

47

9 89

5 24

40

1,

089

20,2

22

2008

**

253,

545

154,

709

29,2

18

3,11

1 92

9 3,

349

6,86

5 47

6 34

48

25

7 30

,503

34

1,

135

47

12

935

24

43

1,00

7 20

,809

20

09

239,

174

143,

526

26,0

31

3,09

6 45

7 3,

424

6,78

3 41

0 33

42

23

9 30

,158

35

1,

120

42

10

784

23

38

1,03

5 21

,888

20

10

236,

267

141,

459

23,3

80

3,05

1 33

6 3,

435

6,70

6 38

5 34

23

22

6 29

,731

37

1,

426

46

13

817

20

36

1,29

9 23

,807

20

11

234,

976

143,

173

23,3

09

3,03

7 38

2 3,

525

6,70

1 38

9 36

13

22

3 29

,371

37

1,

326

50

10

676

138

34

1,02

1 21

,580

20

12

239,

206

145,

601

23,4

30

3,04

8 42

4 3,

550

6,67

1 39

1 36

28

26

0 29

,692

39

1,

411

53

12

1,02

7 21

33

90

3 22

,509

20

13

240,

545

145,

021

23,4

57

3,17

9 51

0 3,

649

6,68

5 39

6 37

34

37

2 29

,827

42

1,

440

51

9 91

6 21

31

87

1 23

,925

20

14

242,

603

147,

520

23,6

08

3,21

6 60

9 3,

767

6,76

7 43

4 38

36

26

8 30

,206

43

1,

508

46

11

983

20

30

902

23,3

79

2015

24

6,17

0 14

8,65

0 23

,983

3,

175

744

3,86

3 6,

823

442

39

36

238

30,0

88

44

1,54

1 51

9

994

20

29

897

24,5

03

Est

imat

ed:

2016

24

9,57

3 15

0,82

2 24

,156

3,

209

811

3,97

6 6,

870

447

40

37

225

30,2

06

46

1,62

5 50

11

1,

002

20

28

952

25,0

40

Pro

ject

ed:

2017

25

2,65

0 15

2,82

2 24

,407

3,

250

872

4,06

5 6,

909

450

41

38

223

30,2

44

47

1,68

1 49

9

1,01

4 20

27

95

5 25

,527

20

18

255,

529

154,

607

24,7

25

3,28

1 92

6 4,

138

6,94

2 45

2 42

39

22

5 30

,285

49

1,

738

49

10

1,02

4 20

26

95

8 25

,993

20

19

258,

347

156,

393

24,9

94

3,30

2 97

6 4,

200

6,96

8 45

4 43

40

22

7 30

,328

50

1,

794

49

8 1,

035

20

26

961

26,4

81

2020

26

1,23

8 15

8,26

9 25

,242

3,

314

1,02

1 4,

253

6,99

0 45

4 44

42

23

0 30

,372

52

1,

850

49

10

1,04

6 20

25

96

4 26

,993

20

21

263,

984

160,

011

25,5

22

3,32

0 1,

061

4,30

2 7,

007

455

45

43

233

30,4

19

53

1,90

7 48

8

1,05

7 20

24

96

6 27

,483

20

22

266,

689

161,

729

25,7

84

3,32

4 1,

098

4,34

8 7,

020

455

46

45

236

30,4

67

54

1,97

2 48

10

1,

067

20

23

969

27,9

74

2023

26

9,42

2 16

3,41

7 26

,114

3,

327

1,13

1 4,

392

7,03

0 45

5 46

46

24

1 30

,517

56

2,

037

48

8 1,

078

20

22

972

28,4

66

Det

ail m

ay n

ot a

dd to

tota

l/sub

tota

l bec

ause

of r

ound

ing.

Fi

gure

s in

clud

e al

l ret

urns

file

d fro

m a

ll fil

ing

med

ia (p

aper

, ele

ctro

nic

and

mag

netic

tape

).Ta

ble

excl

udes

Non

-Mas

ter F

ile a

ccou

nts.

*

Incl

udes

aro

und

2 m

illio

n m

argi

nal e

ffect

s of

TE

TR o

n th

e ex

istin

g po

pula

tion,

but

exc

lude

s th

e ap

prox

imat

ely

800

thou

sand

For

m 1

040E

Z-T.

**

The

Indi

vidu

al re

turn

vol

ume

incl

udes

aro

und

15 m

illio

n m

argi

nal i

mpa

ct o

f the

200

8 E

cono

mic

Stim

ulus

Pac

kage

.C

olum

n D

efin

ition

s:

(1)

Sum

of (

2) th

roug

h (2

1).

(2)

Form

s 10

40, 1

040-

A, 1

040-

EZ,

104

0-N

R, 1

040-

NR

-EZ,

104

0-P

R, a

nd 1

040-

SS

; 104

0-C

in 1

991

and

prio

r yea

rs; 1

040-

PC

in 1

992

thro

ugh

2000

. (3

) N

umbe

r of F

orm

104

0-E

S v

ouch

ers.

(7

) Fo

rms

1120

, 112

0-A

, 112

0-F,

112

0-H

, 112

0-S

, 112

0-L,

112

0-P

C, 1

120-

SF;

For

ms

1120

-RIC

and

112

0-R

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in 1

988

and

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ears

; For

m 1

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SF

repl

aced

For

m 1

120-

DF

in 1

994.

F

orm

112

0-P

OL

in 2

001

and

prio

r yea

rs; F

orm

112

0-FS

C in

198

8-20

07; F

orm

112

0-C

was

990

-C p

rior t

o 20

06; F

orm

112

0-N

D fr

om 2

006.

(10)

Pro

ject

ions

refle

ct p

rovi

sion

s of

the

Tax

Rel

ief,

Une

mpl

oym

ent I

nsur

ance

Rea

utho

rizat

ion,

and

Job

Cre

atio

n A

ct o

f 201

0.(1

2) F

orm

s 94

0, 9

40-P

R, 9

41, 9

41-E

, 941

-PR

, 941

-SS

, 943

, 943

-PR

, CT-

1 an

d C

T-2;

For

m 9

40-E

Z in

199

0 th

roug

h 20

06; F

orm

945

in 1

995

and

subs

eque

nt y

ears

; For

ms

942

and

942-

PR

in 1

995

and

prio

r; Fo

rm 9

44 fr

om 2

007.

(14)

For

ms

990,

990

-C, 9

90-P

F, 9

90-T

, 472

0, a

nd 5

227;

For

m 9

90-E

Z in

199

0 an

d su

bseq

uent

yea

rs; E

xclu

des

990-

C fr

om 2

006

whe

n it

chan

ges

to 1

120-

C; I

nclu

des

Form

990

-N fr

om 2

008

onw

ards

. (1

5) F

orm

s 80

38, 8

038-

G, 8

038-

GC

, 803

8-T,

and

832

8; F

orm

803

8-C

P fr

om 2

009;

For

ms

8038

-B, 8

038-

TC fr

om 2

010.

(16)

For

ms

1120

-PO

L, 8

871

and

8872

.(1

7) F

orm

s 11

-C, 7

20, 7

30, a

nd 2

290;

For

m 8

849

from

200

8.

Inte

rnal

Rev

enue

Ser

vice

Stat

istic

s of

Inco

me,

Ser

vice

wid

e Su

ppor

t Sec

tion

2016

Pub

licat

ion

6186

(19)

Form

875

2 w

as in

trodu

ced

in 1

991.

(2

0) F

orm

s 55

00 a

nd 5

500-

EZ;

For

m 5

500-

C a

nd F

orm

550

0-R

in 1

988

and

prio

r yea

r; Fo

rm 5

500-

SF

from

201

0; IR

S a

nd th

e D

ept.

of L

abor

sha

re re

spon

sibi

lity

for p

roce

ssin

g em

ploy

ee p

lan

retu

rns.

(2

1)Fo

rms

1040

-X, 1

120-

X, 2

688,

486

8 an

d 70

04; F

orm

104

1-A

in 1

992

and

prio

r yea

rs.

Form

555

8, 8

868

in 2

002

and

subs

eque

nt y

ears

.

Tab

le 2

. To

tal N

umbe

r of R

etur

ns F

iled

by T

ype

for U

nite

d St

ates

Type

of R

etur

n A

ctua

l20

15

Estim

ated

2016

20

17

2018

20

19

2020

20

21

2022

20

23

Proj

ecte

d

Gra

nd T

otal

Pape

r Gra

nd T

otal

Elec

tron

ic G

rand

Tot

al

Tota

l Prim

ary

Ret

urns

Indi

vidu

al In

com

e Ta

x, T

otal

Form

s 10

40, 1

040-

A, a

nd 1

040-

EZ, T

otal

Tota

l Pap

er In

divi

dual

Ret

urns

Pape

r For

m 1

040

Pape

r For

m 1

040-

APa

per F

orm

104

0-EZ

Tota

l Ele

ctro

nic

Indi

vidu

al R

etur

nsO

n-Li

ne F

iling

Prac

titio

ner E

lect

roni

c Fi

ling

Form

s 10

40-N

R/N

R-E

Z/C

Form

s 10

40-P

R a

nd 1

040-

SSEl

ectr

onic

For

ms

1040

PR- a

nd 1

040-

SS

Indi

vidu

al E

stim

ated

Tax

, For

m 1

040-

ES, T

otal

Pape

r For

m 1

040-

ESEl

ectr

onic

(Cre

dit C

ard)

For

m 1

040-

ES

Fidu

ciar

y, F

orm

104

1, T

otal

Pape

r For

m 1

041

Elec

tron

ic F

orm

104

1

Fidu

ciar

y Es

timat

ed T

ax, F

orm

104

1-ES

Part

ners

hip,

For

ms

1065

/106

5-B

, Tot

alPa

per F

orm

s 10

65/1

065-

BEl

ectr

onic

For

ms

1065

/106

5-B

Cor

pora

tion

Inco

me

Tax,

Tot

alTo

tal P

aper

Cor

pora

tion

Ret

urns

Tota

l Ele

ctro

nic

Cor

pora

tion

Ret

urns

Form

112

0El

ectr

onic

For

m 1

120

Form

112

0-F

Elec

tron

ic F

orm

112

0-F

Form

112

0-FS

CFo

rm 1

120-

HFo

rm 1

120-

RIC

Form

112

0-S,

Tot

alEl

ectr

onic

For

m 1

120-

SFo

rm 1

120-

L/N

D/P

C/R

EIT/

SF, T

otal

Form

112

0-C

Smal

l Cor

pora

tion

Elec

tion,

For

m 2

553

"REM

IC"

Inco

me

Tax,

For

m 1

066

Esta

te, F

orm

s 70

6, 7

06-G

S(D

)/GS(

T)/N

A, T

otal

Gift

, For

m 7

09

Empl

oym

ent,

Tota

lTo

tal P

aper

Em

ploy

men

t Ret

urns

Tota

l Ele

ctro

nic

Empl

oym

ent R

etur

nsFo

rms

940,

940

-EZ

and

940-

PR, T

otal

Pape

r For

ms

940,

940

-EZ

and

940-

PR

Form

940

E-F

ile/O

n-Li

ne/X

ML

Form

s 94

1, 9

41-P

R/S

S, T

otal

Pape

r For

ms

941,

941

-PR

/SS/

EFo

rm 9

41 E

-File

/On-

Line

/XM

LFo

rms

943,

943

-PR

and

943

-SS,

Tot

alPa

per F

orm

s 94

3, 9

43-P

R a

nd 9

43-S

SEl

ectr

onic

For

ms

943,

943

-PR

and

943

-SS

Form

s 94

4, 9

44-P

R a

nd 9

44-S

S, T

otal

Pape

r For

ms

944,

944

-PR

and

944

-SS

Elec

tron

ic F

orm

944

Form

945

Form

CT-

1

245,

390,

928

81,4

80,5

4116

3,91

0,38

7

220,

887,

673

148,

649,

942

147,

777,

427

20,0

37,3

5913

,299

,803

3,50

4,66

43,

232,

892

127,

740,

068

49,6

76,8

8778

,063

,181

682,

618

189,

897

40,3

84

23,9

82,9

5923

,830

,615

152,

344

3,17

4,92

969

8,40

72,

476,

522

744,

210

3,86

2,69

175

8,31

23,

104,

379

6,82

3,38

51,

810,

385

5,01

3,00

01,

794,

158

1,25

2,94

244

,601

19,8

67 80

247,

624

16,9

294,

688,

683

3,74

0,19

122

,267

9,04

3

442,

071

39,0

51

36,1

3023

8,32

4

30,0

88,1

0819

,358

,560

10,7

29,5

485,

720,

621

3,70

8,06

52,

012,

556

23,9

83,1

2915

,283

,001

8,70

0,12

819

5,42

219

3,59

01,

832

115,

558

101,

891

13,6

6771

,613

1,76

5

248,

741,

200

80,3

80,4

00

168,

360,

800

223,

701,

100

150,

822,

100

149,

943,

000

19,0

33,6

00

13,7

23,2

00

2,89

9,40

02,

411,

000

130,

909,

400

52,5

52,7

00

78,3

56,7

00

699,

300

179,

800

34,3

00

24,1

55,9

00

23,9

92,3

00

163,

500

3,20

9,40

063

6,00

02,

573,

400

811,

100

3,97

5,90

067

6,60

03,

299,

300

6,86

9,80

01,

630,

600

5,23

9,20

01,

761,

400

1,29

4,40

045

,600

22,4

00 100

25

0,20

017

,300

4,76

3,00

03,

922,

400

23,1

009,

100

447,

100

40,0

00

37,0

0022

5,20

0

30,2

06,1

00

19,2

72,4

00

10,9

33,7

00

5,80

8,80

03,

681,

400

2,12

7,40

024

,030

,200

15,2

43,3

008,

786,

900

194,

500

189,

700

4,80

010

0,30

087

,300

13,0

0070

,500

1,80

0

251,

816,

200

254,

692,

300

257,

508,

000

260,

396,

400

263,

140,

100

265,

842,

500

268,

573,

200

78,2

29,8

00

76,2

08,6

00

74,2

29,3

00

72,4

25,9

00

70,8

53,0

00

69,2

60,1

00

67,7

49,0

0017

3,58

6,30

0 17

8,48

3,60

0 18

3,27

8,70

0 18

7,97

0,50

0 19

2,28

7,10

0 19

6,58

2,40

0 20

0,82

4,20

0

226,

289,

100

228,

699,

000

231,

027,

300

233,

403,

500

235,

657,

500

237,

868,

700

240,

107,

700

152,

822,

400

154,

606,

800

156,

393,

500

158,

268,

900

160,

011,

100

161,

729,

300

163,

417,

000

151,

934,

300

153,

708,

900

155,

485,

400

157,

350,

600

159,

082,

600

160,

790,

500

162,

467,

900

17,6

71,9

00

16,2

34,5

00

14,9

32,8

00

13,7

45,8

00

12,6

36,2

00

11,5

98,7

00

10,6

21,3

0012

,808

,000

11

,736

,000

10

,732

,600

9,

809,

100

8,93

7,00

0 8,

121,

400

7,35

4,90

02,

677,

200

2,48

2,50

0 2,

325,

600

2,18

7,50

0 2,

066,

700

1,95

6,70

0 1,

855,

100

2,18

6,70

0 2,

016,

000

1,87

4,60

0 1,

749,

200

1,63

2,50

0 1,

520,

600

1,41

1,30

013

4,26

2,40

0 13

7,47

4,40

0 14

0,55

2,60

0 14

3,60

4,80

0 14

6,44

6,40

0 14

9,19

1,80

0 15

1,84

6,60

055

,228

,300

57

,779

,500

60

,216

,200

62

,741

,700

64

,982

,000

67

,238

,300

69

,330

,800

79,0

34,1

00

79,6

94,9

00

80,3

36,4

00

80,8

63,1

00

81,4

64,4

00

81,9

53,5

00

82,5

15,8

0071

6,00

0 73

2,60

0 74

9,30

0 76

6,00

0 78

2,60

0 79

9,30

0 81

6,00

017

2,10

0 16

5,30

0 15

8,80

0 15

2,30

0 14

5,90

0 13

9,50

0 13

3,10

030

,300

27

,600

25

,700

24

,500

23

,700

23

,200

22

,800

24,4

06,6

00

24,7

25,0

00

24,9

93,6

00

25,2

42,3

00

25,5

21,8

00

25,7

83,7

00

26,1

14,0

0024

,232

,700

24

,540

,200

24

,798

,100

25

,036

,600

25

,306

,000

25

,557

,700

25

,877

,900

174,

000

184,

800

195,

400

205,

600

215,

800

226,

000

236,

000

3,24

9,70

0 3,

281,

500

3,30

2,10

0 3,

314,

000

3,32

0,20

0 3,

323,

700

3,32

6,80

058

2,20

0 53

7,40

0 49

7,40

0 46

0,90

0 42

7,20

0 39

6,10

0 36

7,40

02,

667,

500

2,74

4,10

0 2,

804,

700

2,85

3,10

0 2,

893,

000

2,92

7,60

0 2,

959,

400

871,

600

926,

300

975,

900

1,02

0,70

0 1,

061,

300

1,09

8,00

0 1,

131,

200

4,06

5,50

0 4,

138,

300

4,19

9,70

0 4,

253,

400

4,30

2,10

0 4,

347,

800

4,39

1,80

060

5,70

0 54

4,00

0 49

0,50

0 44

3,90

0 40

3,50

0 36

8,30

0 33

7,80

03,

459,

800

3,59

4,30

0 3,

709,

200

3,80

9,50

0 3,

898,

600

3,97

9,50

0 4,

054,

000

6,90

9,00

0 6,

941,

400

6,96

8,20

0 6,

990,

000

7,00

7,10

0 7,

020,

200

7,02

9,80

01,

499,

400

1,40

3,90

0 1,

335,

200

1,28

6,20

0 1,

251,

600

1,22

1,60

0 1,

195,

500

5,40

9,60

0 5,

537,

500

5,63

3,00

0 5,

703,

800

5,75

5,50

0 5,

798,

600

5,83

4,30

01,

729,

300

1,69

7,70

0 1,

666,

700

1,63

6,30

0 1,

606,

400

1,57

7,10

0 1,

548,

300

1,32

2,30

0 1,

339,

800

1,34

9,40

0 1,

352,

900

1,35

1,60

0 1,

346,

700

1,33

8,90

046

,700

47

,700

48

,800

49

,800

50

,900

51

,900

53

,000

24,7

00

26,7

00

28,5

00

30,1

00

31,6

00

33,0

00

34,3

0010

0 0

0 0

0 0

025

2,70

0 25

5,00

0 25

7,10

0 25

9,10

0 26

1,00

0 26

2,80

0 26

4,40

017

,700

18

,100

18

,500

18

,900

19

,300

19

,700

20

,100

4,82

9,50

0 4,

889,

100

4,94

2,50

0 4,

990,

400

5,03

3,20

0 5,

071,

600

5,10

6,10

04,

062,

600

4,17

1,00

0 4,

255,

100

4,32

0,80

0 4,

372,

300

4,41

8,90

0 4,

461,

100

23,9

00

24,7

00

25,5

00

26,4

00

27,2

00

28,0

00

28,8

009,

100

9,10

0 9,

100

9,10

0 9,

100

9,10

0 9,

100

450,

300

452,

300

453,

600

454,

400

454,

900

455,

300

455,

500

40,9

00

41,8

00

42,7

00

43,7

00

44,6

00

45,5

00

46,4

00

38,0

00

39,2

00

40,5

00

41,8

00

43,2

00

44,6

00

46,0

00

223,

400

224,

700

226,

800

229,

500

232,

800

236,

500

240,

600

30,2

44,0

00

30,2

84,7

00

30,3

27,5

00

30,3

72,3

00

30,4

19,2

00

30,4

67,5

00

30,5

17,0

0018

,812

,500

18

,357

,500

17

,907

,500

17

,462

,900

17

,024

,400

16

,592

,200

16

,166

,600

11,4

31,5

00

11,9

27,2

00

12,4

20,0

00

12,9

09,4

00

13,3

94,8

00

13,8

75,3

00

14,3

50,4

005,

822,

900

5,83

7,10

0 5,

851,

200

5,86

5,20

0 5,

879,

400

5,89

3,50

0 5,

907,

600

3,58

5,10

0 3,

489,

700

3,39

5,00

0 3,

301,

000

3,20

8,00

0 3,

115,

900

3,02

4,90

02,

237,

800

2,34

7,40

0 2,

456,

200

2,56

4,20

0 2,

671,

400

2,77

7,60

0 2,

882,

700

24,0

77,2

00

24,1

24,2

00

24,1

71,2

00

24,2

18,2

00

24,2

65,3

00

24,3

12,3

00

24,3

59,3

0014

,903

,900

14

,565

,700

14

,229

,500

13

,895

,800

13

,565

,400

13

,238

,700

12

,916

,300

9,17

3,30

0 9,

558,

500

9,94

1,70

0 10

,322

,400

10

,699

,900

11

,073

,600

11

,443

,000

189,

500

184,

600

179,

700

175,

100

170,

600

166,

200

161,

900

183,

900

178,

300

172,

800

167,

600

162,

500

157,

600

152,

800

5,60

0 6,

300

6,90

0 7,

500

8,10

0 8,

600

9,10

085

,800

73

,600

63

,300

54

,500

47

,100

40

,900

35

,600

72,8

00

60,5

00

50,2

00

41,4

00

34,0

00

27,8

00

22,5

0013

,000

13

,100

13

,100

13

,100

13

,100

13

,100

13

,100

66,8

00

63,4

00

60,4

00

57,6

00

55,1

00

52,9

00

50,9

001,

800

1,80

0 1,

700

1,70

0 1,

700

1,70

0 1,

700

Not

es:

Inte

rnal

Rev

enue

Ser

vice

Tabl

e do

es n

ot c

onta

in N

on-M

aste

r File

cou

nts.

St

atis

tics

of In

com

e, S

ervi

cew

ide

Supp

ort S

ectio

nSe

e Ta

ble

Not

es p

age

for d

efin

ition

s of

"Ty

pe o

f Ret

urn.

" 20

16 P

ublic

atio

n 61

86D

etai

l may

not

add

to s

ubto

tal/t

otal

due

to ro

undi

ng.

Tabl

e co

ntin

ues

on th

e ne

xt p

age.

6

Tab

le 2

(con

tinue

d).

Tota

l Num

ber o

f Ret

urns

File

d by

Typ

e fo

r Uni

ted

Stat

es

Type

of R

etur

n A

ctua

l20

15

Estim

ated

2016

20

17

2018

20

19

2020

20

21

2022

20

23

Proj

ecte

d

With

hold

ing

Tax

for F

orei

gn P

erso

ns, F

orm

104

2

Exem

pt O

rgan

izat

ions

, Tot

alTo

tal P

aper

Exe

mpt

Org

aniz

atio

ns R

etur

nsTo

tal E

lect

roni

c Ex

empt

Org

aniz

atio

ns R

etur

nsFo

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7

Table 3. Total Number of Returns Filed by Type for Andover IRS Campus

Type of Return Actual 2015

Estimated 2016 2017 2018 2019 2020 2021 2022 2023

Projected

Grand Total 32,089,268 32,858,000 33,732,900 34,532,700 35,348,000 36,153,100 36,867,100 37,571,500 38,272,700

Total Primary Returns 30,156,836 30,889,700 31,639,700 32,330,000 32,998,600 33,659,900 34,252,900 34,815,100 35,355,800

Individual, Total 30,156,836 30,889,700 31,639,700 32,330,000 32,998,600 33,659,900 34,252,900 34,815,100 35,355,800 Forms 1040, 1040-A, and 1040-EZ 30,156,836 30,889,700 31,639,700 32,330,000 32,998,600 33,659,900 34,252,900 34,815,100 35,355,800 Total Paper Individual Returns 0 0 0 0 0 0 0 0 0

Paper Form 1040 0 0 0 0 0 0 0 0 0 Paper Form 1040-A 0 0 0 0 0 0 0 0 0 Paper Form 1040-EZ 0 0 0 0 0 0 0 0 0

Total Electronic Individual Returns 30,156,836 30,889,700 31,639,700 32,330,000 32,998,600 33,659,900 34,252,900 34,815,100 35,355,800 On Line Filing 11,001,200 11,608,300 12,151,500 12,644,500 13,150,500 13,673,300 14,114,200 14,521,900 14,893,400 Practitioner Electronic Filing 19,155,636 19,281,400 19,488,200 19,685,500 19,848,100 19,986,600 20,138,700 20,293,200 20,462,400

Forms 1040-NR/NR-EZ/C 0 0 0 0 0 0 0 0 0 Forms 1040-PR and 1040-SS 0 0 0 0 0 0 0 0 0

Electronic Forms 1040-PR and 1040-SS 0 0 0 0 0 0 0 0 0

Individual Estimated Tax, Form 1040-ES, Total 0 0 0 0 0 0 0 0 0 Paper Form 1040-ES 0 0 0 0 0 0 0 0 0 Electronic (Credit Card) Form 1040-ES 0 0 0 0 0 0 0 0 0

Fiduciary, Form 1041, Total 0 0 0 0 0 0 0 0 0 Paper Form 1041 0 0 0 0 0 0 0 0 0 Electronic Form 1041 0 0 0 0 0 0 0 0 0

Fiduciary Estimated Tax, Form 1041-ES 0 0 0 0 0 0 0 0 0

Partnership, Forms 1065/1065-B, Total 0 0 0 0 0 0 0 0 0 Paper Forms 1065/1065-B 0 0 0 0 0 0 0 0 0 Electronic Forms 1065/1065-B 0 0 0 0 0 0 0 0 0

Corporation, Total 0 0 0 0 0 0 0 0 0 Total Paper Corporation Returns 0 0 0 0 0 0 0 0 0 Total Electronic Corporation Returns 0 0 0 0 0 0 0 0 0

Form 1120 0 0 0 0 0 0 0 0 0 Electronic Form 1120 0 0 0 0 0 0 0 0 0

Form 1120-F 0 0 0 0 0 0 0 0 0 Electronic Form 1120-F 0 0 0 0 0 0 0 0 0

Form 1120-FSC 0 0 0 0 0 0 0 0 0 Form 1120-H 0 0 0 0 0 0 0 0 0 Form 1120-RIC 0 0 0 0 0 0 0 0 0 Form 1120-S, Total 0 0 0 0 0 0 0 0 0 Electronic 1120-S 0 0 0 0 0 0 0 0 0

Forms 1120-L/ND/PC/REIT/SF, Total 0 0 0 0 0 0 0 0 0 Form 1120-C 0 0 0 0 0 0 0 0 0

Small Corporation Election, Form 2553 0 0 0 0 0 0 0 0 0

"REMIC" Income Tax, Form 1066 0 0 0 0 0 0 0 0 0

Estate, Forms 706, 706-GS(D)/GS(T)/NA, Total 0 0 0 0 0 0 0 0 0 Gift, Form 709 0 0 0 0 0 0 0 0 0

Employment, Total 0 0 0 0 0 0 0 0 0 Total Paper Employment Returns 0 0 0 0 0 0 0 0 0 Total Electronic Employment Returns 0 0 0 0 0 0 0 0 0

Forms 940, 940-EZ and 940-PR, Total 0 0 0 0 0 0 0 0 0 Paper Forms 940, 940-EZ and 940-PR 0 0 0 0 0 0 0 0 0 Form 940 E-File/On-Line/XML 0 0 0 0 0 0 0 0 0

Forms 941, 941-PR/SS/E, Total 0 0 0 0 0 0 0 0 0 Paper Forms 941, 941-PR/SS 0 0 0 0 0 0 0 0 0 Form 941 E-File/On-Line/XML 0 0 0 0 0 0 0 0 0

Forms 943, 943-PR and 943-SS 0 0 0 0 0 0 0 0 0 Paper Forms 943, 943-PR and 943-SS 0 0 0 0 0 0 0 0 0 Electronic Forms 943, 943-PR and 943-SS 0 0 0 0 0 0 0 0 0

Forms 944, 944-PR and 944-SS, Total 0 0 0 0 0 0 0 0 0 Paper Forms 944, 944-PR and 944-SS 0 0 0 0 0 0 0 0 0 Electronic Form 944 0 0 0 0 0 0 0 0 0 Form 945 0 0 0 0 0 0 0 0 0 Form CT-1 0 0 0 0 0 0 0 0 0

Withholding Tax for Foreign Persons, Form 1042 0 0 0 0 0 0 0 0 0

Exempt Organizations, Total 0 0 0 0 0 0 0 0 0

Government Entities/Bonds, Total 0 0 0 0 0 0 0 0 0

Political Organizations, Total 0 0 0 0 0 0 0 0 0

Excise, Total 0 0 0 0 0 0 0 0 0

Excise Taxes re Employee Plans, Form 5330 0 0 0 0 0 0 0 0 0

Payment or Refund Under Sec.7519, Form 8752 0 0 0 0 0 0 0 0 0

Supplemental Documents, Total 1,932,432 1,968,300 2,093,200 2,202,700 2,349,400 2,493,200 2,614,200 2,756,400 2,916,900 Form 1040-X 0 0 0 0 0 0 0 0 0 Form 4868, Total 1,932,432 1,968,300 2,093,200 2,202,700 2,349,400 2,493,200 2,614,200 2,756,400 2,916,900

Paper Form 4868 0 0 0 0 0 0 0 0 0 Electronic Form 4868 1,932,432 1,968,300 2,093,200 2,202,700 2,349,400 2,493,200 2,614,200 2,756,400 2,916,900

Credit Card 0 0 0 0 0 0 0 0 0 E-File 1,932,432 1,968,300 2,093,200 2,202,700 2,349,400 2,493,200 2,614,200 2,756,400 2,916,900

Form 1120-X 0 0 0 0 0 0 0 0 0 Form 5558 0 0 0 0 0 0 0 0 0 Form 7004 0 0 0 0 0 0 0 0 0 Electronic Form 7004 0 0 0 0 0 0 0 0 0


Notes: Table does not contain Non-Master File counts. See also "Table Notes" page. Detail may not add to total due to rounding. Internal Revenue Service

Statistics of Income, Servicewide Support Section 2016 Publication 6186

8

Table 4. Total Number of Returns Filed by Type for Austin IRS Campus


Estimated 2016 2017 2018 2019 2020 2021 2022 2023

Projected

Grand Total 35,427,250 36,090,400 36,680,600 37,315,500 37,779,600 38,263,500 38,712,800 39,158,900 38,875,600


Individual, Total 28,800,816 29,331,100 29,733,000 30,105,100 30,472,100 30,858,500 31,206,400 31,559,100 31,593,700 Forms 1040, 1040-A, and 1040-EZ 27,928,301 28,452,000 28,844,900 29,207,200 29,564,000 29,940,200 30,277,900 30,620,300 30,644,600 Total Paper Individual Returns 4,282,282 4,214,200 3,986,900 3,725,400 3,485,000 3,263,600 3,056,400 2,862,500 2,367,500

Paper Form 1040 2,982,130 3,160,800 2,996,400 2,798,900 2,610,800 2,435,500 2,269,800 2,114,400 1,673,600 Paper Form 1040-A 745,452 631,500 603,400 567,300 538,000 512,300 489,900 469,400 438,300 Paper Form 1040-EZ 554,700 421,900 387,100 359,300 336,200 315,800 296,800 278,600 255,600


Forms 1040-NR/NR-EZ/C 682,618 699,300 716,000 732,600 749,300 766,000 782,600 799,300 816,000 Forms 1040-PR and 1040-SS 189,897 179,800 172,100 165,300 158,800 152,300 145,900 139,500 133,100

Electronic Forms 1040-PR and 1040-SS 40,384 34,300 30,300 27,600 25,700 24,500 23,700 23,200 22,800

Individual Estimated Tax, Form 1040-ES, Total 3,423,089 3,443,800 3,478,400 3,617,900 3,655,300 3,689,900 3,729,100 3,765,700 3,617,300 Paper Form 1040-ES 3,423,089 3,443,800 3,478,400 3,617,900 3,655,300 3,689,900 3,729,100 3,765,700 3,617,300 Electronic (Credit Card) Form 1040-ES 0 0 0 0 0 0 0 0 0


Fiduciary Estimated Tax, Form 1041-ES 2,259 0 0 0 0 0 0 0 0





Form 1120-FSC 0 0 0 0 0 0 0 0 0 Form 1120-H 0 0 0 0 0 0 0 0 0 Form 1120-RIC 0 0 0 0 0 0 0 0 0 Form 1120-S, Total 0 0 0 0 0 0 0 0 0 Electronic 1120-S 0 0 0 0 0 0 0 0 0

Forms 1120-L/ND/PC/REIT/SF, Total 0 0 0 0 0 0 0 0 0 Form 1120-C 0 0 0 0 0 0 0 0 0








Forms 944, 944-PR and 944-SS, Total 0 0 0 0 0 0 0 0 0 Paper Forms 944, 944-PR and 944-SS 0 0 0 0 0 0 0 0 0 Electronic Form 944 0 0 0 0 0 0 0 0 0 Form 945 0 0 0 0 0 0 0 0 0 Form CT-1 0 0 0 0 0 0 0 0 0





Excise, Total 0 0 0 0 0 0 0 0 0



Supplemental Documents, Total 3,201,086 3,315,500 3,469,200 3,592,500 3,652,200 3,715,000 3,777,300 3,834,200 3,664,600 Form 1040-X 812,155 800,100 836,300 840,900 836,000 837,100 833,100 829,400 701,600 Form 4868, Total 2,388,931 2,515,400 2,632,900 2,751,600 2,816,200 2,877,900 2,944,200 3,004,800 2,962,900

Paper Form 4868 883,157 1,004,400 1,026,700 1,059,000 1,009,700 958,700 931,100 879,000 713,400 Electronic Form 4868 1,505,773 1,511,000 1,606,300 1,692,600 1,806,500 1,919,200 2,013,100 2,125,800 2,249,500


Form 1120-X 0 0 0 0 0 0 0 0 0 Form 5558 0 0 0 0 0 0 0 0 0 Form 7004 0 0 0 0 0 0 0 0 0 Electronic Form 7004 0 0 0 0 0 0 0 0 0


Notes: Table does not contain Non-Master File counts. See also "Table Notes" page. Detail may not add to total due to rounding. Internal Revenue Service


9

Table 5. Total Number of Returns Filed by Type for Cincinnati IRS Campus


Estimated 2016 2017 2018 2019 2020 2021 2022 2023

Projected

Grand Total 25,769,265 25,749,800 25,839,500 20,315,400 11,507,500 0 0 0 0

Total Primary Returns 24,907,340 24,953,700 25,095,000 19,759,800 11,210,400 0 0 0 0

Individual, Total 0 0 0 0 0 0 0 0 0 Forms 1040, 1040-A, and 1040-EZ 0 0 0 0 0 0 0 0 0 Total Paper Individual Returns 0 0 0 0 0 0 0 0 0


Total Electronic Individual Returns 0 0 0 0 0 0 0 0 0 On Line Filing 0 0 0 0 0 0 0 0 0 Practitioner Electronic Filing 0 0 0 0 0 0 0 0 0



Individual Estimated Tax, Form 1040-ES, Total 423,809 423,900 424,000 0 0 0 0 0 0 Paper Form 1040-ES 423,809 423,900 424,000 0 0 0 0 0 0 Electronic (Credit Card) Form 1040-ES 0 0 0 0 0 0 0 0 0

Fiduciary, Form 1041, Total 419,451 382,600 350,100 286,200 180,600 0 0 0 0 Paper Form 1041 419,451 382,600 350,100 286,200 180,600 0 0 0 0 Electronic Form 1041 0 0 0 0 0 0 0 0 0

Fiduciary Estimated Tax, Form 1041-ES 744,210 811,100 871,600 607,500 505,400 0 0 0 0

Partnership, Forms 1065/1065-B, Total 346,449 310,200 274,600 202,100 128,800 0 0 0 0 Paper Forms 1065/1065-B 346,449 310,200 274,600 202,100 128,800 0 0 0 0 Electronic Forms 1065/1065-B 0 0 0 0 0 0 0 0 0

Corporation, Total 936,959 836,300 766,300 782,900 477,700 0 0 0 0 Total Paper Corporation Returns 936,959 836,300 766,300 782,900 477,700 0 0 0 0 Total Electronic Corporation Returns 0 0 0 0 0 0 0 0 0

Form 1120 266,672 231,700 204,800 199,600 121,800 0 0 0 0 Electronic Form 1120 0 0 0 0 0 0 0 0 0


Form 1120-FSC 0 0 0 0 0 0 0 0 0 Form 1120-H 110,762 111,900 113,000 131,400 81,300 0 0 0 0 Form 1120-RIC 2,946 3,000 3,100 14,000 6,700 0 0 0 0 Form 1120-S, Total 554,621 487,700 443,300 437,200 267,300 0 0 0 0

Electronic 1120-S 0 0 0 0 0 0 0 0 0 Forms 1120-L/ND/PC/REIT/SF, Total 1,958 2,000 2,100 600 600 0 0 0 0 Form 1120-C 0 0 0 0 0 0 0 0 0

Small Corporation Election, Form 2553 202,302 252,700 252,400 251,700 161,600 0 0 0 0


Estate, Forms 706, 706-GS(D)/GS(T)/NA, Total 36,130 37,000 38,000 27,700 22,800 0 0 0 0 Gift, Form 709 238,324 225,200 223,400 159,200 129,700 0 0 0 0

Employment, Total 20,547,164 20,654,400 20,863,000 16,703,900 9,133,800 0 0 0 0 Total Paper Employment Returns 9,817,616 9,720,700 9,431,500 9,778,500 4,880,200 0 0 0 0 Total Electronic Employment Returns 10,729,548 10,933,700 11,431,500 6,925,400 4,253,500 0 0 0 0

Forms 940, 940-EZ and 940-PR, Total 3,964,636 4,043,300 4,089,100 3,209,700 1,774,100 0 0 0 0 Paper Forms 940, 940-EZ and 940-PR 1,952,080 1,915,900 1,851,300 1,835,200 920,500 0 0 0 0 Form 940 E-File/On-Line/XML 2,012,556 2,127,400 2,237,800 1,374,500 853,600 0 0 0 0

Forms 941, 941-PR/SS/E, Total 16,430,028 16,466,800 16,639,800 13,360,800 7,294,500 0 0 0 0 Paper Forms 941, 941-PR/SS 7,729,900 7,679,900 7,466,500 7,820,900 3,901,400 0 0 0 0 Form 941 E-File/On-Line/XML 8,700,128 8,786,900 9,173,300 5,539,900 3,393,100 0 0 0 0

Forms 943, 943-PR and 943-SS 58,540 58,200 56,800 59,200 28,500 0 0 0 0 Paper Forms 943, 943-PR and 943-SS 56,708 53,400 51,200 56,500 26,400 0 0 0 0 Electronic Forms 943, 943-PR and 943-SS 1,832 4,800 5,600 2,700 2,100 0 0 0 0

Forms 944, 944-PR and 944-SS, Total 54,902 47,600 40,700 36,800 16,600 0 0 0 0 Paper Forms 944, 944-PR and 944-SS 41,235 34,600 27,700 29,700 12,700 0 0 0 0

Electronic Form 944 13,667 13,000 13,000 7,100 3,900 0 0 0 0 Form 945 37,293 36,700 34,800 35,600 20,000 0 0 0 0 Form CT-1 1,765 1,800 1,800 1,800 0 0 0 0 0





Excise, Total 993,611 1,002,000 1,013,900 726,500 461,500 0 0 0 0


Payment or Refund Under Sec.7519, Form 8752 18,931 18,300 17,700 12,200 8,400 0 0 0 0

Supplemental Documents, Total 861,925 796,100 744,500 555,600 297,100 0 0 0 0 Form 1040-X 0 0 0 0 0 0 0 0 0 Form 4868, Total 0 0 0 0 0 0 0 0 0

Paper Form 4868 0 0 0 0 0 0 0 0 0 Electronic Form 4868 0 0 0 0 0 0 0 0 0

Credit Card 0 0 0 0 0 0 0 0 0 E-File 0 0 0 0 0 0 0 0 0

Form 1120-X 328 400 400 0 0 0 0 0 0 Form 5558 0 0 0 0 0 0 0 0 0 Form 7004 861,597 795,700 744,100 555,600 297,100 0 0 0 0

Electronic Form 7004 0 0 0 0 0 0 0 0 0 Form 8868 0 0 0 0 0 0 0 0 0

Electronic Form 8868 0 0 0 0 0 0 0 0 0 Notes:

Table does not contain Non-Master File counts. See also "Table Notes" page. Detail may not add to total due to rounding. Internal Revenue Service


10

Table 6. Total Number of Returns Filed by Type for Fresno IRS Campus


Estimated 2016 2017 2018 2019 2020 2021 2022 2023

Projected

Grand Total 51,055,484 51,305,300 51,644,800 52,183,900 52,396,700 48,550,600 44,168,700 33,089,300 33,839,600


Individual, Total 34,589,577 34,729,900 34,949,200 35,028,200 35,133,400 34,099,200 33,210,100 30,743,800 31,356,500 Forms 1040, 1040-A, and 1040-EZ 34,589,577 34,729,900 34,949,200 35,028,200 35,133,400 34,099,200 33,210,100 30,743,800 31,356,500 Total Paper Individual Returns 8,589,206 8,058,600 7,551,700 6,923,100 6,349,500 4,626,300 3,097,400 0 0

Paper Form 1040 5,523,046 5,659,700 5,309,100 4,840,200 4,398,600 3,217,900 2,149,200 0 0 Paper Form 1040-A 1,540,794 1,257,100 1,165,300 1,074,900 1,002,400 731,600 499,000 0 0 Paper Form 1040-EZ 1,525,366 1,141,800 1,077,300 1,008,100 948,500 676,800 449,200 0 0




Individual Estimated Tax, Form 1040-ES, Total 11,101,470 11,177,900 11,292,300 11,646,600 11,769,400 9,599,000 6,755,100 0 0 Paper Form 1040-ES 11,101,470 11,177,900 11,292,300 11,646,600 11,769,400 9,599,000 6,755,100 0 0 Electronic (Credit Card) Form 1040-ES 0 0 0 0 0 0 0 0 0







Form 1120-FSC 0 0 0 0 0 0 0 0 0 Form 1120-H 0 0 0 0 0 0 0 0 0 Form 1120-RIC 0 0 0 0 0 0 0 0 0 Form 1120-S, Total 0 0 0 0 0 0 0 0 0

Electronic 1120-S 0 0 0 0 0 0 0 0 0 Forms 1120-L/ND/PC/REIT/SF, Total 0 0 0 0 0 0 0 0 0 Form 1120-C 0 0 0 0 0 0 0 0 0








Forms 944, 944-PR and 944-SS, Total 0 0 0 0 0 0 0 0 0 Paper Forms 944, 944-PR and 944-SS 0 0 0 0 0 0 0 0 0

Electronic Form 944 0 0 0 0 0 0 0 0 0 Form 945 0 0 0 0 0 0 0 0 0 Form CT-1 0 0 0 0 0 0 0 0 0





Excise, Total 0 0 0 0 0 0 0 0 0



Supplemental Documents, Total 5,356,489 5,397,500 5,403,400 5,509,100 5,493,900 4,852,500 4,203,600 2,345,500 2,483,100 Form 1040-X 1,618,233 1,595,800 1,620,800 1,662,200 1,652,600 1,371,300 1,036,400 0 0 Form 4868, Total 3,738,256 3,801,700 3,782,600 3,846,900 3,841,300 3,481,200 3,167,200 2,345,500 2,483,100

Paper Form 4868 2,055,870 2,142,200 2,007,200 1,968,000 1,839,600 1,359,000 943,600 0 0 Electronic Form 4868 1,682,385 1,659,500 1,775,300 1,878,800 2,001,700 2,122,100 2,223,600 2,345,500 2,483,100


Form 1120-X 0 0 0 0 0 0 0 0 0 Form 5558 0 0 0 0 0 0 0 0 0 Form 7004 0 0 0 0 0 0 0 0 0





11

Table 7. Total Number of Returns Filed by Type for Kansas City IRS Campus


Estimated 2016 2017 2018 2019 2020 2021 2022 2023

Projected

Grand Total 47,093,684 47,379,900 47,350,100 47,794,500 48,080,800 57,218,900 62,063,100 67,807,500 68,421,800


Individual, Total 33,281,020 33,386,300 33,350,000 33,370,000 33,418,600 34,724,700 35,848,700 37,134,200 37,239,800 Forms 1040, 1040-A, and 1040-EZ 33,281,020 33,386,300 33,350,000 33,370,000 33,418,600 34,724,700 35,848,700 37,134,200 37,239,800 Total Paper Individual Returns 7,165,871 6,760,900 6,133,400 5,585,800 5,098,100 5,855,600 6,482,300 7,284,400 6,925,000

Paper Form 1040 4,794,627 4,902,700 4,502,600 4,096,700 3,723,000 4,155,400 4,517,800 4,997,100 4,766,200 Paper Form 1040-A 1,218,418 1,010,900 908,500 840,100 785,000 943,300 1,077,700 1,251,100 1,194,800 Paper Form 1040-EZ 1,152,826 847,300 722,300 648,900 590,100 756,900 886,700 1,036,200 964,000




Individual Estimated Tax, Form 1040-ES, Total 8,882,247 8,946,700 9,038,100 9,275,800 9,373,500 11,747,700 14,821,800 18,512,000 18,939,800 Paper Form 1040-ES 8,882,247 8,946,700 9,038,100 9,275,800 9,373,500 11,747,700 14,821,800 18,512,000 18,939,800 Electronic (Credit Card) Form 1040-ES 0 0 0 0 0 0 0 0 0

Fiduciary, Form 1041, Total 0 0 0 0 88,800 87,100 84,900 82,500 80,200 Paper Form 1041 0 0 0 0 88,800 87,100 84,900 82,500 80,200 Electronic Form 1041 0 0 0 0 0 0 0 0 0


Partnership, Forms 1065/1065-B, Total 0 0 0 73,900 84,000 76,000 69,100 63,100 57,800 Paper Forms 1065/1065-B 0 0 0 73,900 84,000 76,000 69,100 63,100 57,800 Electronic Forms 1065/1065-B 0 0 0 0 0 0 0 0 0

Corporation, Total 0 0 0 20,500 20,800 137,100 131,200 126,500 122,700 Total Paper Corporation Returns 0 0 0 20,500 20,800 137,100 131,200 126,500 122,700 Total Electronic Corporation Returns 0 0 0 0 0 0 0 0 0

Form 1120 0 0 0 0 0 29,900 25,500 21,900 19,100 Electronic Form 1120 0 0 0 0 0 0 0 0 0


Form 1120-FSC 0 0 0 0 0 0 0 0 0 Form 1120-H 0 0 0 20,500 20,800 21,000 21,300 21,600 21,800 Form 1120-RIC 0 0 0 0 0 0 0 0 0 Form 1120-S, Total 0 0 0 0 0 86,100 84,400 83,000 81,800


Small Corporation Election, Form 2553 0 0 0 0 0 87,500 88,300 89,300 90,200



Employment, Total 0 0 0 0 0 4,620,800 4,609,200 4,599,100 4,589,900 Total Paper Employment Returns 0 0 0 0 0 2,056,200 1,951,300 1,848,100 1,746,300 Total Electronic Employment Returns 0 0 0 0 0 2,564,600 2,657,900 2,751,000 2,843,500

Forms 940, 940-EZ and 940-PR, Total 0 0 0 0 0 936,800 936,700 936,600 936,600 Paper Forms 940, 940-EZ and 940-PR 0 0 0 0 0 401,500 378,300 355,100 331,900 Form 940 E-File/On-Line/XML 0 0 0 0 0 535,300 558,400 581,500 604,700

Forms 941, 941-PR/SS/E, Total 0 0 0 0 0 3,684,000 3,672,600 3,662,500 3,653,300 Paper Forms 941, 941-PR/SS 0 0 0 0 0 1,654,600 1,573,000 1,493,100 1,414,400 Form 941 E-File/On-Line/XML 0 0 0 0 0 2,029,300 2,099,500 2,169,400 2,238,800








Excise, Total 0 0 0 0 0 0 0 0 0



Supplemental Documents, Total 4,925,846 5,046,900 4,962,000 5,054,300 5,095,200 5,738,100 6,409,800 7,200,800 7,301,400 Form 1040-X 1,391,052 1,420,800 1,325,900 1,235,100 1,227,900 1,512,800 1,833,900 2,243,400 2,358,200 Form 4868, Total 3,534,794 3,626,100 3,636,100 3,581,700 3,589,200 3,953,700 4,308,100 4,691,200 4,677,100

Paper Form 4868 1,739,345 1,820,600 1,729,800 1,587,800 1,477,000 1,720,100 1,974,900 2,236,900 2,086,700 Electronic Form 4868 1,795,449 1,805,500 1,906,300 1,993,900 2,112,200 2,233,600 2,333,200 2,454,300 2,590,400


Form 1120-X 0 0 0 0 0 0 0 0 0 Form 5558 0 0 0 0 0 0 0 0 0 Form 7004 0 0 0 237,600 278,100 271,500 267,700 266,100 266,100





12

Table 8. Total Number of Returns by Type for Ogden IRS Campus


Estimated 2016 2017 2018 2019 2020 2021 2022 2023

Projected

Grand Total 30,594,810 31,317,700 31,771,200 37,047,200 46,186,300 53,333,700 53,790,800 60,033,200 60,338,600


Individual, Total 0 0 0 0 0 0 0 1,451,600 1,328,600 Forms 1040, 1040-A, and 1040-EZ 0 0 0 0 0 0 0 1,451,600 1,328,600 Total Paper Individual Returns 0 0 0 0 0 0 0 1,451,600 1,328,600

Paper Form 1040 0 0 0 0 0 0 0 1,009,600 914,900 Paper Form 1040-A 0 0 0 0 0 0 0 235,900 221,800 Paper Form 1040-EZ 0 0 0 0 0 0 0 206,000 191,900

Total Electronic Individual Returns 0 0 0 0 0 0 0 0 0 On Line Filing 0 0 0 0 0 0 0 0 0 Practitioner Electronic Filing 0 0 0 0 0 0 0 0 0



Individual Estimated Tax, Form 1040-ES, Total 152,344 163,500 174,000 184,800 195,400 205,600 215,800 3,506,100 3,556,900 Paper Form 1040-ES 0 0 0 0 0 0 0 3,280,100 3,320,900 Electronic (Credit Card) Form 1040-ES 152,344 163,500 174,000 184,800 195,400 205,600 215,800 226,000 236,000

Fiduciary, Form 1041, Total 2,755,478 2,826,700 2,899,600 2,995,300 3,032,800 3,226,900 3,235,300 3,241,300 3,246,600 Paper Form 1041 278,956 253,300 232,100 251,200 228,000 373,800 342,300 313,600 287,200 Electronic Form 1041 2,476,522 2,573,400 2,667,500 2,744,100 2,804,700 2,853,100 2,893,000 2,927,600 2,959,400

Fiduciary Estimated Tax, Form 1041-ES 0 0 0 318,900 470,500 1,020,700 1,061,300 1,098,000 1,131,200

Partnership, Forms 1065/1065-B, Total 3,516,242 3,665,800 3,790,900 3,862,300 3,986,900 4,177,400 4,233,000 4,284,700 4,334,000 Paper Forms 1065/1065-B 411,863 366,500 331,100 268,000 277,600 367,900 334,400 305,300 280,000 Electronic Forms 1065/1065-B 3,104,379 3,299,300 3,459,800 3,594,300 3,709,200 3,809,500 3,898,600 3,979,500 4,054,000

Corporation, Total 5,886,426 6,033,500 6,142,700 6,138,100 6,469,700 6,852,900 6,875,900 6,893,700 6,907,000 Total Paper Corporation Returns 873,426 794,300 733,100 600,600 836,800 1,149,100 1,120,400 1,095,200 1,072,800 Total Electronic Corporation Returns 5,013,000 5,239,200 5,409,600 5,537,500 5,633,000 5,703,800 5,755,500 5,798,600 5,834,300

Form 1120 1,527,486 1,529,700 1,524,500 1,498,100 1,544,900 1,606,400 1,580,900 1,555,200 1,529,200 Electronic Form 1120 1,252,942 1,294,400 1,322,300 1,339,800 1,349,400 1,352,900 1,351,600 1,346,700 1,338,900

Form 1120-F 44,601 45,600 46,700 47,700 48,800 49,800 50,900 51,900 53,000 Electronic Form 1120-F 19,867 22,400 24,700 26,700 28,500 30,100 31,600 33,000 34,300

Form 1120-FSC 80 100 100 0 0 0 0 0 0 Form 1120-H 136,862 138,300 139,700 103,100 155,000 238,100 239,700 241,200 242,600 Form 1120-RIC 13,983 14,300 14,600 4,100 11,800 18,900 19,300 19,700 20,100 Form 1120-S, Total 4,134,062 4,275,300 4,386,200 4,452,000 4,675,200 4,904,200 4,948,800 4,988,600 5,024,300

Electronic 1120-S 3,740,191 3,922,400 4,062,600 4,171,000 4,255,100 4,320,800 4,372,300 4,418,900 4,461,100 Forms 1120-L/ND/PC/REIT/SF, Total 20,309 21,100 21,800 24,100 24,900 26,400 27,200 28,000 28,800 Form 1120-C 9,043 9,100 9,100 9,100 9,100 9,100 9,100 9,100 9,100

Small Corporation Election, Form 2553 239,769 194,400 197,900 200,600 292,000 366,900 366,600 366,000 365,300

"REMIC" Income Tax, Form 1066 39,051 40,000 40,900 41,800 42,700 43,700 44,600 45,500 46,400

Estate, Forms 706, 706-GS(D)/GS(T)/NA, Total 0 0 0 11,500 17,600 41,800 43,200 44,600 46,000 Gift, Form 709 0 0 0 65,500 97,100 229,500 232,800 236,500 240,600

Employment, Total 9,540,944 9,551,700 9,381,000 13,580,700 21,193,700 25,751,600 25,810,000 25,868,400 25,927,200 Total Paper Employment Returns 9,540,944 9,551,700 9,381,000 8,578,900 13,027,300 15,406,800 15,073,100 14,744,100 14,420,400 Total Electronic Employment Returns 0 0 0 5,001,800 8,166,500 10,344,800 10,736,900 11,124,300 11,506,900

Forms 940, 940-EZ and 940-PR, Total 1,755,985 1,765,500 1,733,800 2,627,300 4,077,000 4,928,500 4,942,700 4,956,900 4,971,100 Paper Forms 940, 940-EZ and 940-PR 1,755,985 1,765,500 1,733,800 1,654,400 2,474,400 2,899,600 2,829,700 2,760,800 2,693,100 Form 940 E-File/On-Line/XML 0 0 0 972,900 1,602,600 2,028,900 2,113,000 2,196,100 2,278,000

Forms 941, 941-PR/SS/E, Total 7,553,101 7,563,400 7,437,400 10,763,400 16,876,700 20,534,200 20,592,700 20,649,800 20,706,000 Paper Forms 941, 941-PR/SS 7,553,101 7,563,400 7,437,400 6,744,800 10,328,100 12,241,200 11,992,400 11,745,600 11,501,900 Form 941 E-File/On-Line/XML 0 0 0 4,018,600 6,548,600 8,293,100 8,600,400 8,904,200 9,204,200

Forms 943, 943-PR and 943-SS 136,882 136,300 132,700 125,400 151,300 175,100 170,600 166,200 161,900 Paper Forms 943, 943-PR and 943-SS 136,882 136,300 132,700 121,800 146,500 167,600 162,500 157,600 152,800 Electronic Forms 943, 943-PR and 943-SS 0 0 0 3,600 4,800 7,500 8,100 8,600 9,100

Forms 944, 944-PR and 944-SS, Total 60,656 52,700 45,100 36,800 46,700 54,500 47,100 40,900 35,600 Paper Forms 944, 944-PR and 944-SS 60,656 52,700 45,100 30,800 37,500 41,400 34,000 27,800 22,500

Electronic Form 944 0 0 0 6,000 9,200 13,100 13,100 13,100 13,100 Form 945 34,320 33,800 32,000 27,800 40,400 57,600 55,100 52,900 50,900 Form CT-1 0 0 0 0 1,700 1,700 1,700 1,700 1,700

Withholding Tax for Foreign Persons, Form 1042 44,464 45,900 47,300 48,700 50,200 51,600 53,000 54,400 55,800

Exempt Organizations, Total 1,541,473 1,625,100 1,680,700 1,737,900 1,793,800 1,850,400 1,906,900 1,971,500 2,036,500

Government Entities/Bonds, Total 50,531 49,700 49,400 49,100 48,900 48,600 48,500 48,300 48,100

Political Organizations, Total 8,912 10,600 8,700 10,300 8,500 10,100 8,300 9,800 8,000

Excise, Total 0 0 0 297,300 573,700 1,045,600 1,056,600 1,067,200 1,078,100

Excise Taxes re Employee Plans, Form 5330 19,622 19,600 19,600 19,600 19,600 19,600 19,600 19,600 19,600

Payment or Refund Under Sec.7519, Form 8752 10,165 9,800 9,500 14,200 17,100 24,700 23,900 23,200 22,400

Supplemental Documents, Total 6,789,389 7,081,400 7,329,000 7,470,600 7,876,100 8,366,000 8,555,700 9,802,900 9,940,200 Form 1040-X 0 0 0 0 0 0 0 614,200 611,600 Form 4868, Total 34,060 37,900 32,900 31,800 30,600 29,400 28,200 472,800 426,200

Paper Form 4868 0 0 0 0 0 0 0 445,700 400,300 Electronic Form 4868 34,060 37,900 32,900 31,800 30,600 29,400 28,200 27,100 25,900

Credit Card 34,060 37,900 32,900 31,800 30,600 29,400 28,200 27,100 25,900 E-File 0 0 0 0 0 0 0 0 0

Form 1120-X 9,526 10,500 11,200 12,100 12,600 12,900 13,200 13,400 13,600 Form 5558 467,422 475,600 483,700 491,700 499,700 507,600 515,400 523,200 530,900 Form 7004 5,638,618 5,901,400 6,126,300 6,242,300 6,622,400 7,087,200 7,251,700 7,414,000 7,574,600

Electronic Form 7004 4,646,946 4,991,200 5,275,100 5,519,200 5,735,300 5,931,100 6,111,600 6,280,800 6,441,300 Form 8868 639,763 656,000 674,900 692,700 710,900 728,900 747,100 765,200 783,300

Electronic Form 8868 333,802 371,700 409,600 447,500 485,400 523,300 561,200 599,000 636,900 Notes:



13

Table 9. Total Number of Returns Filed by Type for Phildelphia IRS Campus


Estimated 2016 2017 2018 2019 2020 2021 2022 2023

Projected

Grand Total 23,257,782 23,919,600 24,676,300 25,381,900 26,087,000 26,754,500 27,415,100 28,059,400 28,701,700


Individual, Total 21,821,693 22,485,200 23,150,700 23,773,400 24,370,400 24,926,300 25,492,900 26,025,400 26,542,300 Forms 1040, 1040-A, and 1040-EZ 21,821,693 22,485,200 23,150,700 23,773,400 24,370,400 24,926,300 25,492,900 26,025,400 26,542,300 Total Paper Individual Returns 0 0 0 0 0 0 0 0 0





Individual Estimated Tax, Form 1040-ES, Total 0 0 0 0 0 0 0 0 0 Paper Form 1040-ES 0 0 0 0 0 0 0 0 0 Electronic (Credit Card) Form 1040-ES 0 0 0 0 0 0 0 0 0


Fiduciary Estimated Tax, Form 1041-ES 0 0 0 0 0 0 0 0 0





Form 1120-FSC 0 0 0 0 0 0 0 0 0 Form 1120-H 0 0 0 0 0 0 0 0 0 Form 1120-RIC 0 0 0 0 0 0 0 0 0 Form 1120-S, Total 0 0 0 0 0 0 0 0 0















Excise, Total 0 0 0 0 0 0 0 0 0



Supplemental Documents, Total 1,436,089 1,434,400 1,525,600 1,608,500 1,716,600 1,828,200 1,922,200 2,034,000 2,159,400 Form 1040-X 0 0 0 0 0 0 0 0 0 Form 4868, Total 1,436,089 1,434,400 1,525,600 1,608,500 1,716,600 1,828,200 1,922,200 2,034,000 2,159,400

Paper Form 4868 0 0 0 0 0 0 0 0 0 Electronic Form 4868 1,436,089 1,434,400 1,525,600 1,608,500 1,716,600 1,828,200 1,922,200 2,034,000 2,159,400


Form 1120-X 0 0 0 0 0 0 0 0 0 Form 5558 0 0 0 0 0 0 0 0 0 Form 7004 0 0 0 0 0 0 0 0 0





14

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6186

15

Internal Revenue ServiceStatistics of Income, Servicewide Support Section

2016

Table 11. Accuracy Measures for U.S. Forecasts of Major Return Categories Mean Absolute Percent Error (MAPE) and Number of Overprojections for the Four (4) Most Recent Projection Cycles

Item Calendar Year 2015 Actual *

(thousands)

Projection Error on Forecasts for: 1 Year Ahead

N=4

2 Years Ahead

N=4

3 Years Ahead

N=4

4 Years Ahead

N=4

5 Years Ahead

N=4

Grand Total - Selected Returns * 243,163 MAPE 1.18% 1.35% 1.68% 2.78% 3.75% Number of Overprojections 4 4 4 4 4

Grand Total - Paper 81,768 MAPE 4.65% 11.42% 20.26% 29.38% 37.81% Number of Overprojections 4 4 4 4 4

Grand Total - E-file 161,395 MAPE 2.96% 5.17% 9.16% 12.45% 15.56% Number of Overprojections 2 1 0 0 0

Total Primary - Selected Returns * 220,769 MAPE 0.68% 0.73% 1.26% 2.36% 4.08% Number of Overprojections 3 4 4 4 4

Primary Total - Paper 72,702 MAPE 3.65% 7.99% 16.48% 24.62% 33.57% Number of Overprojections 2 4 4 4 4

Primary Total - E-file 148,067 MAPE 2.59% 4.12% 7.18% 9.80% 11.87% Number of Overprojections 2 1 0 0 0

Individual Total 148,650 MAPE 1.12% 1.48% 1.39% 1.38% 0.97% Number of Overprojections 4 4 3 3 3

Individual Total - Paper 20,037 MAPE 6.94% 14.88% 23.76% 31.97% 45.78% Number of Overprojections 4 4 4 4 4

Individual Total - E-file 127,740 MAPE 1.28% 2.99% 5.82% 7.86% 10.63% Number of Overprojections 2 1 0 0 0

Individual Estimated Tax 23,983 MAPE 0.53% 2.51% 7.43% 14.26% 26.99% Number of Overprojections 1 2 2 3 4

Fiduciary Total 3,175 MAPE 2.87% 3.12% 4.14% 4.59% 8.50% Number of Overprojections 2 1 1 1 2

Partnership Total 3,863 MAPE 1.78% 4.65% 7.59% 12.20% 15.25% Number of Overprojections 2 3 3 3 4

Corporation Total 6,823 MAPE 2.48% 4.66% 7.60% 9.80% 12.35% Number of Overprojections 3 3 4 4 4

Employment Total 30,088 MAPE 1.62% 1.70% 2.67% 3.10% 3.83% Number of Overprojections 2 1 1 2 3

Exempt Organization Total 1,541 MAPE 3.36% 4.42% 5.71% 9.75% 10.01% Number of Overprojections 3 2 1 1 1

Excise Total 994 MAPE 9.17% 12.72% 13.11% 8.71% 6.61% Number of Overprojections 1 0 0 1 2

* Some actuals shown in this table may differ from official counts reported elsewhere because they exclude certain return series only recently projected and whose accuracy can not yet be evaluated.

16

Table Notes

• Detail may not add to total due to rounding.

• Projected volumes are rounded to the nearest hundredth, therefore counts of 49 or fewer are rounded to zero. However, some forms can report zero filings because they are associated with only selected areas, or because their filing options were just established or recently eliminated.

• Actual and forecasted return counts for the major categories are based on IRS master file processing, as recorded in the electronic versions of the Report of Returns Posted to the IRS Master Files. Return counts presented in this document do not include the Non-Master File accounts.

• Complete master file counts for calendar year 2015 were not available for the following forms and had to be supplied at the national level by operating division staff and secondary sources: Forms 8849, and 5558 as well as the new estate examination class breakout as detailed later.

Notes below are grouped by applicable tables.

Tables 1 ~ 9

• “Grand Total” is the sum of “Total Primary Returns” and “Supplemental Documents, Total.” The “Total Primary Returns” category is the sum of all forms shown in the tables, excluding all “Supplemental Documents.”

• “Individual Income Tax, Total” is the sum of paper and electronic Forms 1040, 1040-A, 1040-EZ, 1040-NR, 1040NR-EZ, 1040-PR, 1040-SS and 1040-C.

• “Forms 1040, 1040-A, 1040-EZ, Total” is the sum of paper and electronic Forms 1040, 1040-A, and 1040-EZ.

• “Individual Estimated Tax, Form 1040-ES, Total” includes both paper and electronic Form 1040-ES. Various return categories, such as Form 1040-ES and other business and individual returns, include line items to account for alternative methods of tax filing. The “paper only” components can be derived by subtracting the electronic counts from their respective return totals.

• “Fiduciary, Form 1041, Total” includes both paper and electronic Form 1041.

• “Fiduciary Estimated Tax, Form 1041-ES” is the Estimated Income Tax for Estate and Trust.

• “Partnership, Forms 1065/1065-B, Total” includes both paper and electronic Forms 1065 and 1065-B.

17

• “Corporation Income Tax, Total” includes Forms 1120/1120-A (paper and electronic), Form 1120-C, 1120-F (paper and electronic), 1120-FSC, 1120-H, 1120-L, 1120-ND, 1120-PC, 1120-REIT, 1120-RIC, 1120-S (paper and electronic), and 1120-SF. Form 1120-A, U.S. Corporation Short-Form Income Tax Return, is obsolete and cannot be filed for tax years beginning after December 31, 2006. As a result of the Foreign Sales Corporation (FSC) Repeal and Extraterritorial Income Act of 2000 which repeals provisions in the U.S. Internal Revenue Code relating to taxation of foreign sales corporations, the volume of Forms 1120-FSC is declining. Form 1120-POL volumes are reported separately under the forms for “Political Organizations.” Form 1120-IC-DISC is not included in these corporation projections.

• “Form 2553” is the Election (to file Form 1120-S) by a Small Business Corporation.

• “Form 1066” is the U.S. Real Estate Mortgage Investment Conduit (REMIC) Income Tax Return.

• “Estate, Total” includes Forms 706, 706-NA, 706-GS(D), and 706-GS(T).

• “Gift, Form 709” is the U.S. Gift (and Generation-Skipping Transfer) Tax Return.

• “Employment Tax, Total” includes paper and electronic Forms 940, 940-EZ, 940-PR, 941, 941-PR, 941-SS, 943, 943-PR, 943-SS, 944, 944-PR, 944-SS, 945, and CT-1. Form CT-2 returns are excluded.

• “Form 1042” is the Annual Withholding Tax Return for U.S. Source Income of Foreign Persons. It is sometimes considered an employment tax return, but listed separately here. This form is assigned to the International area.

• “Exempt Organizations, Total” includes Forms 990 (paper and electronic), 990-EZ (paper and electronic), 990-N (only available electronically starting from CY 2008), 990-PF (paper and electronic), 990-T, 4720, and 5227.

• “Government Entities/Bonds, Total” includes Forms 8038, 8038-B, 8038-CP, 8038-G, 8038-GC, 8038-T, 8038-TC, and 8328.

• “Political Organizations, Total” includes Forms 1120-POL (paper and electronic), 8871 (only available electronically) and 8872 (paper and electronic).

• “Excise, Total” includes Forms 11-C, 720 (paper and electronic), 730, 2290 (paper and electronic) and Form 8849 (paper and electronic).

• “Form 5330” is the Return of Excise Taxes Related to Employee Benefit Plans.

• “Form 5500-EZ” is the Annual Return for One-Participant (Owner and Their Spouses) Retirement Plans.

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• “Form 8752” is the Required Payment or Refund Under Section 7519.

• “Supplemental Documents” consist mainly of applications for extensions of time to file an amended tax returns, which include Forms 1040-X, 4868 (paper and electronic), 1120-X, 5558, 7004 (paper and electronic), and 8868 (paper and electronic).

Table 10

Return volumes presented in Table 10 reflect additional detail for certain form types by “examination class.” The examination classes are defined by IRS staff and are used for internal compliance planning purposes. While most of the examination class categories are self-explanatory, a few require a bit more clarification as follows.

Examination class definitions for Individual Forms “Forms 1040, 1040-A. and 1040-EZ”:

• Earned Income Tax Credit (EITC) returns with TPI (Total Positive Income—reflects total income excluding losses) less than $200,000 and Schedule C/F with TGR (Total Gross Receipts) less than $25,000 and $25,000 or over.

• Non-business returns (with no EITC) with 1) TPI less than $200,000 and no Schedule C, E, F, or Form 2106 and 2) TPI less than $200,000 with only Schedule E or Form 2106.

• All non-farm business returns (no EITC) and TPI less than $200,000 and Schedule C/F present with 1) TGR less than $25,000, 2) TGR at $25,000 or below $100,000, 3) TGR at $100,000 or below $200,000, and 4) TGR $200,000 or more.

• Farm business returns with no EITC, Schedule F present with TGR greater than Schedule C TGR (if any), and TPI less than $200,000

• High income taxpayers is a new category broken out by 1) no Schedule C or F, but TPI $200,000 or more and under $1,000,000, 2) Schedule C or F returns present with TPI $200,000 or more and under $1,000,000, 3) TPI $1,000,000 or more.

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Configuration of IRS Campuses for Paper Individual Returns— CY 2015 through CY 2017 Alignment

Austin IRS Campus Florida International Louisiana Mississippi Texas

Fresno IRS Campus Alaska Arizona Arkansas California Colorado Hawaii Idaho Illinois Indiana Iowa Kansas

Michigan Minnesota Montana Nebraska Nevada

New Mexico North Dakota

Ohio Oklahoma Oregon

Fresno IRS Campus Cont. South Dakota Utah Washington Wisconsin Wyoming

Kansas City IRS Campus Alabama Connecticut Delaware District of Columbia Georgia Kentucky

Maine Maryland Massachusetts Missouri New Hampshire New Jersey

New York North Carolina Pennsylvania

Rhode Island South Carolina

Tennessee Vermont

Virginia West Virginia

Please contact a staff member (inside front cover) if you are interested in the current CY 2018 alignment and beyond.

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Configuration of IRS Campuses for Electronic Individual Returns— CY 2015 through CY 2017 Alignment

Andover IRS Campus Connecticut Delaware District of Columbia Maine Maryland Massachusetts

New Hampshire New Jersey New York Pennsylvania Rhode Island

Vermont Virginia

Austin IRS Campus Alabama

Arkansas Colorado

International Iowa

Louisiana Mississippi Nebraska

New Mexico North Dakota

Oklahoma South Dakota

Texas

Fresno IRS Campus Alaska Arizona California Hawaii Idaho Montana Nevada Oregon Utah Washington Wyoming

Kansas City IRS Campus Illinois Indiana Kansas Michigan Minnesota Missouri Ohio West Virginia Wisconsin

Philadelphia IRS Campus Florida Georgia Kentucky North Carolina South Carolina Tennessee

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Note:

IRS Campus Alignment for Most Paper Business Returns— CY 2015 through CY 2017 Alignment

Cincinnati IRS Campus Connecticut Delaware District of Columbia Florida Georgia Illinois Indiana Kentucky Maine Maryland Massachusetts Michigan New Hampshire New Jersey New York North Carolina Ohio Pennsylvania Rhode Island South Carolina Tennessee Vermont Virginia West Virginia Wisconsin

Ogden IRS Campus Alabama Alaska Arizona Arkansas California Colorado Hawaii Idaho International Iowa Kansas Louisiana Minnesota Mississippi Missouri Montana Nebraska Nevada New Mexico North Dakota Oklahoma Oregon South Dakota Texas Utah Washington Wyoming

Ogden processes all employment and corporation returns for TE/GE. Ogden processes all partnership and corporation returns for LB&I. Ogden processes all business international returns. Cincinnati processes all excise and estate and gift returns.


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IRS Campus Alignment for Most Electronic Business Returns— CY 2015 through CY 2017 Alignment

Business Returns—Ogden Campus

Employment Returns—Cincinnati Campus


23

IRS

PublicationNumber

TypicalUpdates

Other Projection Publications

Title

Calendar Year Return Projections By State

6149 Winter

Fiscal Year Return Projections for the United States

6292 Spring & Fall

Calendar Year Projections of Individual Returns By Major Processing Categories

6187 Fall

Calendar Year Projections of Information and Withholding Documents for the United States and IRS Campuses

6961 Summer

These publications are available electronically as noted inside the front cover. They may also be requested (1) by phone at (202) 803-9309 (2) by fax at (202) 803-9154, or (3) by writing to the following address

Internal Revenue Service Statistics of Income RAAS:S

Attn: Chief, Servicewide Support Section 1111 Constitution Avenue, N.W., K-4100

Washington, D.C. 20234

Publication 6186 (Rev.12-2016) Catalog Number 59077P Department of the Treasury Internal Revenue Service www.irs.gov

http://www.irs.gov

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