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ZIP Code Database - Facts & Stats

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ZIP Code 32127 Income Tax Stats

IRS Tax Statistics by ZIP Code -- Statistics of Income: 2017

ZIP Code 32127 Data

Zip Code:32127
City:Port Orange
State:FL [Florida]
Counties: VOLUSIA, FL
City Alias(es):Port Orange
Area Code:386
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


32127 Income Tax Overview

Total Number of Tax Returns for ZIP Code 32127 [1] 14,740
Total Number of Single Tax Returns for ZIP Code 32127 5,200
Total Number of Joint Tax Returns for ZIP Code 32127 5,620
Total Number of Dependents for ZIP Code 32127 5,960
Total Adjusted Gross Income for ZIP Code 32127 $1,015,861,000
Average Income per Person for ZIP Code 32127 $34,538
Average Income per Household for ZIP Code 32127 $68,919

The following tables break down the 2017 Income Tax Statistics into different Gross Income levels.


Adjusted Gross Income: 1 under $25,000

Number of returns 5,570
Number of single returns 3,880
Number of joint returns 840
Number of head of household returns 740
Number of returns with paid preparer's signature 2,270
Number of exemptions 7,270
Number of dependents 1,600
Total number of volunteer prepared returns [5] 340
Number of volunteer income tax assistance (VITA) prepared returns [3] 90
Number of tax counseling for the elderly (TCE) prepared returns [3] 260
Number of volunteer prepared returns with Earned Income Credit 20
Number of refund anticipation check returns [3] 700
Number of elderly returns [4] 1,760
Adjust gross income (AGI) [5] $70,251,000
Number of returns with total income 5,570
Salaries and wages amount $71,697,000
Number of returns with salaries and wages 3,800
Salaries and wages amount $48,139
Number of returns with taxable interest 1,060
Taxable interest amount $1,025
Number of returns with ordinary dividends 680
Ordinary dividends amount $1,523,000
Number of returns with qualified dividends 600
Qualified dividends amount [6] $964
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 960
Business or professional net income (less loss) amount $6,876,000
Number of returns with net capital gain (less loss) 590
Net capital gain (less loss) amount $349,000
Number of returns with taxable individual retirement arrangements distributions 550
Taxable individual retirement arrangements distributions amount $3,071,000
Number of returns with taxable pensions and annuities 1,030
Taxable pensions and annuities amount $9,851,000
Number of farm returns 20
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $186,000
Number of returns with taxable Social Security benefits 430
Taxable Social Security benefits amount $781,000
Number of returns with partnership/S-corp net income (less loss) 210
Partnership/S-corp net income (less loss) amount $368,000
Number of returns with total statutory adjustments 1,030
Total statutory adjustments amount $1,446,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $298,000
Number of returns with IRA payments 40
IRA payments amount $129,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $121,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $84,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 390
Total itemized deductions amount $5,998,000
Amount of AGI for itemized returns $5,701,000
Number of returns with State and local income taxes 0
State and local income taxes amount $0
Number of returns with State and local general sales tax 270
State and local general sales tax amount $195,000
Number of returns with real estate taxes 240
Real estate taxes amount $835,000
Number of returns with taxes paid 340
Taxes paid amount $1,197,000
Number of returns with mortgage interest paid 170
Mortgage interest paid amount $1,125,000
Number of returns with contributions 210
Contributions amount $381,000
Number of returns with taxable income 2,540
Taxable income amount $14,751,000
Number of returns with income tax before credits 2,560
Income tax before credits amount $1,634,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 580
Total tax credits amount $187,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $14,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $83,000
Number of returns with retirement savings contribution credit 230
Retirement savings contribution credit amount $39,000
Number of returns with child tax credit 130
Child tax credit amount $44,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 800
Self-employment tax amount $1,105,000
Number of returns with total tax payments 4,840
Total tax payments amount $10,018,000
Number of returns with earned income credit 1,750
Earned income credit amount [8] $3,687,000
Number of returns with excess earned income credit 1,410
Excess earned income credit (refundable) amount [9] $3,095,000
Number of returns with additional child tax credit 760
Additional child tax credit amount $929,000
Number of returns with refundable education credit 210
Refundable education credit amount $170,000
Number of returns with income tax 2,230
Income tax amount [10] $1,446,000
Number of returns with tax liability 2,870
Total tax liability amount [11] $2,667,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 610
Tax due at time of filing amount [12] $552,000
Number of returns with overpayments refunded 4,410
Overpayments refunded amount [13] $7,823,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $79,000

Adjusted Gross Income: $25,000 under $50,000

Number of returns 3,570
Number of single returns 1,900
Number of joint returns 1,000
Number of head of household returns 530
Number of returns with paid preparer's signature 1,590
Number of exemptions 6,020
Number of dependents 1,460
Total number of volunteer prepared returns [5] 130
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 130
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 470
Number of elderly returns [4] 1,210
Adjust gross income (AGI) [5] $129,630,000
Number of returns with total income 3,570
Salaries and wages amount $131,428,000
Number of returns with salaries and wages 2,760
Salaries and wages amount $91,385
Number of returns with taxable interest 850
Taxable interest amount $972
Number of returns with ordinary dividends 620
Ordinary dividends amount $1,968,000
Number of returns with qualified dividends 560
Qualified dividends amount [6] $1,350
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $26
Number of returns with business or professional net income (less loss) 450
Business or professional net income (less loss) amount $4,011,000
Number of returns with net capital gain (less loss) 510
Net capital gain (less loss) amount $1,477,000
Number of returns with taxable individual retirement arrangements distributions 490
Taxable individual retirement arrangements distributions amount $5,151,000
Number of returns with taxable pensions and annuities 910
Taxable pensions and annuities amount $17,301,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $204,000
Number of returns with taxable Social Security benefits 970
Taxable Social Security benefits amount $6,615,000
Number of returns with partnership/S-corp net income (less loss) 210
Partnership/S-corp net income (less loss) amount $2,019,000
Number of returns with total statutory adjustments 750
Total statutory adjustments amount $1,798,000
Number of returns with educator expenses 80
Educator expenses amount $19,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $400,000
Number of returns with IRA payments 70
IRA payments amount $291,000
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $290,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 660
Total itemized deductions amount $11,178,000
Amount of AGI for itemized returns $24,915,000
Number of returns with State and local income taxes 60
State and local income taxes amount $73,000
Number of returns with State and local general sales tax 470
State and local general sales tax amount $498,000
Number of returns with real estate taxes 470
Real estate taxes amount $1,280,000
Number of returns with taxes paid 600
Taxes paid amount $1,924,000
Number of returns with mortgage interest paid 400
Mortgage interest paid amount $2,638,000
Number of returns with contributions 420
Contributions amount $1,074,000
Number of returns with taxable income 3,450
Taxable income amount $69,048,000
Number of returns with income tax before credits 3,420
Income tax before credits amount $8,524,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,130
Total tax credits amount $868,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $71,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $163,000
Number of returns with retirement savings contribution credit 450
Retirement savings contribution credit amount $87,000
Number of returns with child tax credit 550
Child tax credit amount $511,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $20,000
Number of returns with self-employment tax 320
Self-employment tax amount $739,000
Number of returns with total tax payments 3,430
Total tax payments amount $14,194,000
Number of returns with earned income credit 570
Earned income credit amount [8] $1,196,000
Number of returns with excess earned income credit 450
Excess earned income credit (refundable) amount [9] $910,000
Number of returns with additional child tax credit 370
Additional child tax credit amount $486,000
Number of returns with refundable education credit 110
Refundable education credit amount $89,000
Number of returns with income tax 3,050
Income tax amount [10] $7,656,000
Number of returns with tax liability 3,170
Total tax liability amount [11] $8,579,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 660
Tax due at time of filing amount [12] $989,000
Number of returns with overpayments refunded 2,830
Overpayments refunded amount [13] $6,451,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $119,000

Adjusted Gross Income: $50,000 under $75,000

Number of returns 2,050
Number of single returns 800
Number of joint returns 1,010
Number of head of household returns 190
Number of returns with paid preparer's signature 1,120
Number of exemptions 4,000
Number of dependents 940
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 200
Number of elderly returns [4] 930
Adjust gross income (AGI) [5] $126,307,000
Number of returns with total income 2,050
Salaries and wages amount $127,966,000
Number of returns with salaries and wages 1,500
Salaries and wages amount $77,639
Number of returns with taxable interest 750
Taxable interest amount $1,143
Number of returns with ordinary dividends 580
Ordinary dividends amount $2,567,000
Number of returns with qualified dividends 550
Qualified dividends amount [6] $1,703
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $32
Number of returns with business or professional net income (less loss) 310
Business or professional net income (less loss) amount $2,360,000
Number of returns with net capital gain (less loss) 510
Net capital gain (less loss) amount $2,214,000
Number of returns with taxable individual retirement arrangements distributions 440
Taxable individual retirement arrangements distributions amount $6,424,000
Number of returns with taxable pensions and annuities 750
Taxable pensions and annuities amount $20,516,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $92,000
Number of returns with taxable Social Security benefits 770
Taxable Social Security benefits amount $11,785,000
Number of returns with partnership/S-corp net income (less loss) 210
Partnership/S-corp net income (less loss) amount $2,733,000
Number of returns with total statutory adjustments 550
Total statutory adjustments amount $1,659,000
Number of returns with educator expenses 70
Educator expenses amount $17,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $479,000
Number of returns with IRA payments 70
IRA payments amount $363,000
Number of returns with student loan interest deduction 210
Student loan interest deduction amount $234,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $50,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 700
Total itemized deductions amount $14,095,000
Amount of AGI for itemized returns $43,871,000
Number of returns with State and local income taxes 50
State and local income taxes amount $170,000
Number of returns with State and local general sales tax 530
State and local general sales tax amount $720,000
Number of returns with real estate taxes 570
Real estate taxes amount $1,776,000
Number of returns with taxes paid 650
Taxes paid amount $2,765,000
Number of returns with mortgage interest paid 470
Mortgage interest paid amount $3,205,000
Number of returns with contributions 520
Contributions amount $1,608,000
Number of returns with taxable income 2,030
Taxable income amount $82,019,000
Number of returns with income tax before credits 2,030
Income tax before credits amount $11,389,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 720
Total tax credits amount $849,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $61,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $136,000
Number of returns with retirement savings contribution credit 150
Retirement savings contribution credit amount $23,000
Number of returns with child tax credit 400
Child tax credit amount $580,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $15,000
Number of returns with self-employment tax 210
Self-employment tax amount $486,000
Number of returns with total tax payments 2,000
Total tax payments amount $13,714,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 60
Additional child tax credit amount $58,000
Number of returns with refundable education credit 80
Refundable education credit amount $71,000
Number of returns with income tax 1,970
Income tax amount [10] $10,539,000
Number of returns with tax liability 1,990
Total tax liability amount [11] $11,194,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 590
Tax due at time of filing amount [12] $1,274,000
Number of returns with overpayments refunded 1,400
Overpayments refunded amount [13] $3,593,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $167,000

Adjusted Gross Income: $75,000 under $100,000

Number of returns 1,290
Number of single returns 290
Number of joint returns 930
Number of head of household returns 50
Number of returns with paid preparer's signature 730
Number of exemptions 2,870
Number of dependents 640
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 70
Number of elderly returns [4] 640
Adjust gross income (AGI) [5] $112,464,000
Number of returns with total income 1,290
Salaries and wages amount $113,890,000
Number of returns with salaries and wages 950
Salaries and wages amount $65,911
Number of returns with taxable interest 550
Taxable interest amount $862
Number of returns with ordinary dividends 430
Ordinary dividends amount $2,459,000
Number of returns with qualified dividends 400
Qualified dividends amount [6] $1,656
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $29
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $2,540,000
Number of returns with net capital gain (less loss) 400
Net capital gain (less loss) amount $3,040,000
Number of returns with taxable individual retirement arrangements distributions 340
Taxable individual retirement arrangements distributions amount $6,554,000
Number of returns with taxable pensions and annuities 550
Taxable pensions and annuities amount $18,666,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $136,000
Number of returns with taxable Social Security benefits 540
Taxable Social Security benefits amount $10,912,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $2,705,000
Number of returns with total statutory adjustments 390
Total statutory adjustments amount $1,426,000
Number of returns with educator expenses 60
Educator expenses amount $17,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $462,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $304,000
Number of returns with IRA payments 50
IRA payments amount $277,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $158,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $96,000
Number of returns with itemized deductions 490
Total itemized deductions amount $10,174,000
Amount of AGI for itemized returns $42,689,000
Number of returns with State and local income taxes 40
State and local income taxes amount $121,000
Number of returns with State and local general sales tax 390
State and local general sales tax amount $572,000
Number of returns with real estate taxes 430
Real estate taxes amount $1,660,000
Number of returns with taxes paid 470
Taxes paid amount $2,425,000
Number of returns with mortgage interest paid 380
Mortgage interest paid amount $2,542,000
Number of returns with contributions 390
Contributions amount $1,383,000
Number of returns with taxable income 1,290
Taxable income amount $80,942,000
Number of returns with income tax before credits 1,290
Income tax before credits amount $11,839,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 480
Total tax credits amount $621,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $55,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $102,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 270
Child tax credit amount $417,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $25,000
Number of returns with self-employment tax 160
Self-employment tax amount $438,000
Number of returns with total tax payments 1,260
Total tax payments amount $12,577,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 70
Refundable education credit amount $54,000
Number of returns with income tax 1,280
Income tax amount [10] $11,217,000
Number of returns with tax liability 1,280
Total tax liability amount [11] $11,759,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 470
Tax due at time of filing amount [12] $1,616,000
Number of returns with overpayments refunded 780
Overpayments refunded amount [13] $2,294,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $93,000

Adjusted Gross Income: $100,000 under $200,000

Number of returns 1,630
Number of single returns 230
Number of joint returns 1,330
Number of head of household returns 60
Number of returns with paid preparer's signature 990
Number of exemptions 3,890
Number of dependents 930
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 70
Number of elderly returns [4] 810
Adjust gross income (AGI) [5] $218,805,000
Number of returns with total income 1,630
Salaries and wages amount $221,863,000
Number of returns with salaries and wages 1,210
Salaries and wages amount $120,010
Number of returns with taxable interest 910
Taxable interest amount $2,442
Number of returns with ordinary dividends 720
Ordinary dividends amount $6,978,000
Number of returns with qualified dividends 680
Qualified dividends amount [6] $5,167
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $109
Number of returns with business or professional net income (less loss) 290
Business or professional net income (less loss) amount $6,140,000
Number of returns with net capital gain (less loss) 680
Net capital gain (less loss) amount $9,367,000
Number of returns with taxable individual retirement arrangements distributions 460
Taxable individual retirement arrangements distributions amount $14,212,000
Number of returns with taxable pensions and annuities 700
Taxable pensions and annuities amount $34,244,000
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 630
Taxable Social Security benefits amount $15,094,000
Number of returns with partnership/S-corp net income (less loss) 300
Partnership/S-corp net income (less loss) amount $10,834,000
Number of returns with total statutory adjustments 550
Total statutory adjustments amount $3,058,000
Number of returns with educator expenses 90
Educator expenses amount $26,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $859,000
Number of returns with IRA payments 70
IRA payments amount $462,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $200,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 880
Total itemized deductions amount $22,772,000
Amount of AGI for itemized returns $120,610,000
Number of returns with State and local income taxes 110
State and local income taxes amount $613,000
Number of returns with State and local general sales tax 720
State and local general sales tax amount $1,398,000
Number of returns with real estate taxes 820
Real estate taxes amount $4,134,000
Number of returns with taxes paid 860
Taxes paid amount $6,248,000
Number of returns with mortgage interest paid 670
Mortgage interest paid amount $5,896,000
Number of returns with contributions 760
Contributions amount $3,596,000
Number of returns with taxable income 1,630
Taxable income amount $170,871,000
Number of returns with income tax before credits 1,630
Income tax before credits amount $29,263,000
Number of returns with alternative minimum tax 50
Alternative minimum tax amount $120,000
Number of returns with total tax credits 600
Total tax credits amount $733,000
Number of returns with foreign tax credit 260
Foreign tax credit amount $122,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $72,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $157,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 210
Child tax credit amount $250,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $65,000
Number of returns with self-employment tax 210
Self-employment tax amount $963,000
Number of returns with total tax payments 1,610
Total tax payments amount $30,156,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 100
Refundable education credit amount $98,000
Number of returns with income tax 1,620
Income tax amount [10] $28,530,000
Number of returns with tax liability 1,620
Total tax liability amount [11] $29,744,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 700
Tax due at time of filing amount [12] $4,074,000
Number of returns with overpayments refunded 830
Overpayments refunded amount [13] $3,615,000
Number of returns with credit to next year’s estimated tax 120
Credited to next year’s estimated tax amount $828,000

Adjusted Gross Income: $200,000 or more

Number of returns 630
Number of single returns 90
Number of joint returns 510
Number of head of household returns 20
Number of returns with paid preparer's signature 510
Number of exemptions 1,530
Number of dependents 390
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 0
Number of elderly returns [4] 320
Adjust gross income (AGI) [5] $358,404,000
Number of returns with total income 630
Salaries and wages amount $363,722,000
Number of returns with salaries and wages 500
Salaries and wages amount $125,851
Number of returns with taxable interest 490
Taxable interest amount $10,631
Number of returns with ordinary dividends 400
Ordinary dividends amount $11,490,000
Number of returns with qualified dividends 390
Qualified dividends amount [6] $9,532
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $286
Number of returns with business or professional net income (less loss) 150
Business or professional net income (less loss) amount $8,739,000
Number of returns with net capital gain (less loss) 420
Net capital gain (less loss) amount $56,510,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $13,753,000
Number of returns with taxable pensions and annuities 210
Taxable pensions and annuities amount $13,642,000
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 210
Taxable Social Security benefits amount $5,621,000
Number of returns with partnership/S-corp net income (less loss) 290
Partnership/S-corp net income (less loss) amount $60,612,000
Number of returns with total statutory adjustments 260
Total statutory adjustments amount $5,318,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $956,000
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $1,327,000
Number of returns with IRA payments 30
IRA payments amount $281,000
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $1,160,000
Number of returns with itemized deductions 500
Total itemized deductions amount $22,220,000
Amount of AGI for itemized returns $305,859,000
Number of returns with State and local income taxes 100
State and local income taxes amount $2,612,000
Number of returns with State and local general sales tax 370
State and local general sales tax amount $1,003,000
Number of returns with real estate taxes 460
Real estate taxes amount $5,128,000
Number of returns with taxes paid 480
Taxes paid amount $9,015,000
Number of returns with mortgage interest paid 340
Mortgage interest paid amount $4,484,000
Number of returns with contributions 440
Contributions amount $5,527,000
Number of returns with taxable income 630
Taxable income amount $330,565,000
Number of returns with income tax before credits 630
Income tax before credits amount $89,152,000
Number of returns with alternative minimum tax 190
Alternative minimum tax amount $1,101,000
Number of returns with total tax credits 260
Total tax credits amount $1,214,000
Number of returns with foreign tax credit 200
Foreign tax credit amount $314,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 130
Self-employment tax amount $1,161,000
Number of returns with total tax payments 610
Total tax payments amount $72,381,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 620
Income tax amount [10] $87,938,000
Number of returns with tax liability 630
Total tax liability amount [11] $93,325,000
Number of returns with net investment income tax 370
Net investment income tax $1,577,000
Number of returns with tax due at time of filing 330
Tax due at time of filing amount [12] $12,094,000
Number of returns with overpayments refunded 190
Overpayments refunded amount [13] $2,805,000
Number of returns with credit to next year’s estimated tax 120
Credited to next year’s estimated tax amount $4,523,000

[1] The use of prior-year returns as a proxy for returns that are filed beyond the current processing year is consistent with SOI’s national, state, county, and ZIP code tabulations. A description of SOI’s sample, which is used as an input for the geographic data, and the use of prior-year returns, can be found at https://www.irs.gov/statistics/soi-tax-stats-individual-income-tax-returns-publication-1304-complete-report#_sec2.

[2] For complete individual income tax tabulations at the State level, see the historic table posted to Tax Stats at http://www.irs.gov/uac/SOI-Tax-Stats---Historic-Table-2.

[3] The "Number of volunteer prepared returns" shows counts of returns prepared by IRS-certified volunteers for taxpayers with limited income, persons with disabilities, limited English speaking taxpayers, current and former members of the military, and taxpayers who are 60 years of age and older.

[4] Includes primary taxpayers 60 years of age and older.

[5] Does not include returns with adjusted gross deficit.

[6] “Qualified dividends” are ordinary dividends received in tax years beginning after 2002 that meet certain conditions and receive preferential tax rates.

[7] Includes the Alaskan permanent fund, reported by residents of Alaska on Forms 1040A and 1040EZ's. 
This fund only applies to statistics in the totals, and the state of Alaska.

[8] Earned income credit includes both the refundable and non-refundable portions. The non-refundable portion could reduce income tax and certain related taxes to zero. The earned income credit amounts in excess of total tax liability, or amounts when there was no tax liability at all, were refundable. See footnote 9 below for explanation of the refundable portion of the earned income credit.

[9] The refundable portion of the earned income credit equals total income tax minus the earned income credit. If the result is negative, this amount is considered the refundable portion. No other refundable credits were taken into account for this calculation.

[10] Income tax reflects the amount reported on Form 1040 line 56. It also includes data from Form 1040A and 1040EZ filers.

[11] “Total tax liability” differs from “Income tax”, in that “Total tax liability” includes the taxes from recapture of certain prior-year credits, tax applicable to individual retirement arrangements (IRA's), social security taxes on self-employment income and on certain tip income, advanced earned income payments, household employment taxes, and certain other taxes listed in the Form 1040 instructions.

[12] Reflects payments to or withholdings made to "Total tax liability". This is the amount the tax filer owes when the income tax return is filed.

[13] The amount of overpayments the tax filer requested to have refunded.