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ZIP Code Database - Facts & Stats

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ZIP Code 32514 Income Tax Stats

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

ZIP Code 32514 Data

Zip Code:32514
City:Pensacola
State:FL [Florida]
Counties: ESCAMBIA, FL
City Alias(es):Pensacola
Area Code:850
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





32514 Income Tax Overview

Total Number of Tax Returns for ZIP Code 32514 [1] 19,080
Total Number of Single Tax Returns for ZIP Code 32514 5,540
Total Number of Joint Tax Returns for ZIP Code 32514 5,820
Total Number of Dependents for ZIP Code 32514 8,620
Total Adjusted Gross Income for ZIP Code 32514 $947,203,000
Average Income per Person for ZIP Code 32514 $25,327
Average Income per Household for ZIP Code 32514 $49,644

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 7,670
Number of single returns 5,440
Number of joint returns 730
Number of head of household returns 1,370
Number of returns with paid preparer's signature 2,340
Number of exemptions 10,070
Number of dependents 2,770
Total number of volunteer prepared returns [5] 320
Number of volunteer income tax assistance (VITA) prepared returns [3] 210
Number of tax counseling for the elderly (TCE) prepared returns [3] 110
Number of volunteer prepared returns with Earned Income Credit 90
Number of refund anticipation check returns [3] 1,430
Number of elderly returns [4] 1,330
Adjust gross income (AGI) [5] $101,878,000
Number of returns with total income 7,670
Salaries and wages amount $103,427,000
Number of returns with salaries and wages 6,180
Salaries and wages amount $81,186
Number of returns with taxable interest 930
Taxable interest amount $483
Number of returns with ordinary dividends 440
Ordinary dividends amount $651,000
Number of returns with qualified dividends 390
Qualified dividends amount [6] $412
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) 1,110
Business or professional net income (less loss) amount $7,476,000
Number of returns with net capital gain (less loss) 370
Net capital gain (less loss) amount $359,000
Number of returns with taxable individual retirement arrangements distributions 370
Taxable individual retirement arrangements distributions amount $2,075,000
Number of returns with taxable pensions and annuities 960
Taxable pensions and annuities amount $9,662,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $161,000
Number of returns with taxable Social Security benefits 350
Taxable Social Security benefits amount $643,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $180,000
Number of returns with total statutory adjustments 1,330
Total statutory adjustments amount $1,549,000
Number of returns with educator expenses 40
Educator expenses amount $9,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $155,000
Number of returns with IRA payments 40
IRA payments amount $123,000
Number of returns with student loan interest deduction 280
Student loan interest deduction amount $214,000
Number of returns with tuition and fees deduction 80
Tuition and fees deduction amount $191,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 330
Total itemized deductions amount $4,950,000
Amount of AGI for itemized returns $5,210,000
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 240
State and local general sales tax amount $185,000
Number of returns with real estate taxes 190
Real estate taxes amount $317,000
Number of returns with taxes paid 290
Taxes paid amount $537,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $846,000
Number of returns with contributions 230
Contributions amount $608,000
Number of returns with taxable income 3,920
Taxable income amount $24,125,000
Number of returns with income tax before credits 3,910
Income tax before credits amount $2,574,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,060
Total tax credits amount $377,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $21,000
Number of returns with nonrefundable education credit 410
Nonrefundable education credit amount $213,000
Number of returns with retirement savings contribution credit 330
Retirement savings contribution credit amount $58,000
Number of returns with child tax credit 240
Child tax credit amount $80,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 900
Self-employment tax amount $1,224,000
Number of returns with total tax payments 7,110
Total tax payments amount $16,012,000
Number of returns with earned income credit 2,630
Earned income credit amount [8] $6,436,000
Number of returns with excess earned income credit 2,290
Excess earned income credit (refundable) amount [9] $5,640,000
Number of returns with additional child tax credit 1,420
Additional child tax credit amount $1,730,000
Number of returns with refundable education credit 550
Refundable education credit amount $457,000
Number of returns with income tax 3,250
Income tax amount [10] $2,198,000
Number of returns with tax liability 4,050
Total tax liability amount [11] $3,550,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 650
Tax due at time of filing amount [12] $519,000
Number of returns with overpayments refunded 6,640
Overpayments refunded amount [13] $12,917,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $42,000

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

Number of returns 5,280
Number of single returns 3,010
Number of joint returns 1,190
Number of head of household returns 900
Number of returns with paid preparer's signature 1,670
Number of exemptions 8,960
Number of dependents 2,520
Total number of volunteer prepared returns [5] 200
Number of volunteer income tax assistance (VITA) prepared returns [3] 120
Number of tax counseling for the elderly (TCE) prepared returns [3] 70
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 980
Number of elderly returns [4] 1,090
Adjust gross income (AGI) [5] $189,573,000
Number of returns with total income 5,280
Salaries and wages amount $191,637,000
Number of returns with salaries and wages 4,510
Salaries and wages amount $154,074
Number of returns with taxable interest 1,010
Taxable interest amount $596
Number of returns with ordinary dividends 500
Ordinary dividends amount $1,152,000
Number of returns with qualified dividends 450
Qualified dividends amount [6] $767
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $21
Number of returns with business or professional net income (less loss) 590
Business or professional net income (less loss) amount $4,709,000
Number of returns with net capital gain (less loss) 440
Net capital gain (less loss) amount $899,000
Number of returns with taxable individual retirement arrangements distributions 350
Taxable individual retirement arrangements distributions amount $3,075,000
Number of returns with taxable pensions and annuities 980
Taxable pensions and annuities amount $18,938,000
Number of farm returns 30
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $190,000
Number of returns with taxable Social Security benefits 850
Taxable Social Security benefits amount $5,412,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $1,243,000
Number of returns with total statutory adjustments 1,210
Total statutory adjustments amount $2,064,000
Number of returns with educator expenses 120
Educator expenses amount $28,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $234,000
Number of returns with IRA payments 100
IRA payments amount $350,000
Number of returns with student loan interest deduction 620
Student loan interest deduction amount $589,000
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 620
Total itemized deductions amount $10,090,000
Amount of AGI for itemized returns $23,498,000
Number of returns with State and local income taxes 60
State and local income taxes amount $65,000
Number of returns with State and local general sales tax 430
State and local general sales tax amount $497,000
Number of returns with real estate taxes 410
Real estate taxes amount $749,000
Number of returns with taxes paid 570
Taxes paid amount $1,407,000
Number of returns with mortgage interest paid 340
Mortgage interest paid amount $1,908,000
Number of returns with contributions 450
Contributions amount $1,735,000
Number of returns with taxable income 5,140
Taxable income amount $104,343,000
Number of returns with income tax before credits 5,120
Income tax before credits amount $12,968,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,920
Total tax credits amount $1,560,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 270
Child and dependent care credit amount $161,000
Number of returns with nonrefundable education credit 420
Nonrefundable education credit amount $374,000
Number of returns with retirement savings contribution credit 790
Retirement savings contribution credit amount $152,000
Number of returns with child tax credit 940
Child tax credit amount $838,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $18,000
Number of returns with self-employment tax 410
Self-employment tax amount $945,000
Number of returns with total tax payments 5,170
Total tax payments amount $21,742,000
Number of returns with earned income credit 1,080
Earned income credit amount [8] $2,269,000
Number of returns with excess earned income credit 870
Excess earned income credit (refundable) amount [9] $1,844,000
Number of returns with additional child tax credit 750
Additional child tax credit amount $1,030,000
Number of returns with refundable education credit 260
Refundable education credit amount $208,000
Number of returns with income tax 4,400
Income tax amount [10] $11,408,000
Number of returns with tax liability 4,590
Total tax liability amount [11] $12,586,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 810
Tax due at time of filing amount [12] $1,165,000
Number of returns with overpayments refunded 4,410
Overpayments refunded amount [13] $10,155,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $101,000

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

Number of returns 2,630
Number of single returns 1,080
Number of joint returns 1,260
Number of head of household returns 230
Number of returns with paid preparer's signature 1,050
Number of exemptions 5,200
Number of dependents 1,310
Total number of volunteer prepared returns [5] 120
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 340
Number of elderly returns [4] 950
Adjust gross income (AGI) [5] $160,862,000
Number of returns with total income 2,630
Salaries and wages amount $162,435,000
Number of returns with salaries and wages 2,110
Salaries and wages amount $113,275
Number of returns with taxable interest 940
Taxable interest amount $864
Number of returns with ordinary dividends 470
Ordinary dividends amount $1,968,000
Number of returns with qualified dividends 430
Qualified dividends amount [6] $1,332
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $50
Number of returns with business or professional net income (less loss) 360
Business or professional net income (less loss) amount $2,647,000
Number of returns with net capital gain (less loss) 410
Net capital gain (less loss) amount $1,162,000
Number of returns with taxable individual retirement arrangements distributions 370
Taxable individual retirement arrangements distributions amount $4,341,000
Number of returns with taxable pensions and annuities 860
Taxable pensions and annuities amount $24,968,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $157,000
Number of returns with taxable Social Security benefits 740
Taxable Social Security benefits amount $10,746,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $1,445,000
Number of returns with total statutory adjustments 720
Total statutory adjustments amount $1,573,000
Number of returns with educator expenses 90
Educator expenses amount $23,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $295,000
Number of returns with IRA payments 70
IRA payments amount $269,000
Number of returns with student loan interest deduction 320
Student loan interest deduction amount $318,000
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 650
Total itemized deductions amount $12,196,000
Amount of AGI for itemized returns $40,122,000
Number of returns with State and local income taxes 70
State and local income taxes amount $180,000
Number of returns with State and local general sales tax 480
State and local general sales tax amount $628,000
Number of returns with real estate taxes 490
Real estate taxes amount $860,000
Number of returns with taxes paid 630
Taxes paid amount $1,731,000
Number of returns with mortgage interest paid 410
Mortgage interest paid amount $2,223,000
Number of returns with contributions 520
Contributions amount $2,717,000
Number of returns with taxable income 2,620
Taxable income amount $107,412,000
Number of returns with income tax before credits 2,610
Income tax before credits amount $15,160,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 940
Total tax credits amount $1,228,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $13,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $78,000
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $222,000
Number of returns with retirement savings contribution credit 220
Retirement savings contribution credit amount $36,000
Number of returns with child tax credit 540
Child tax credit amount $820,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $27,000
Number of returns with self-employment tax 260
Self-employment tax amount $516,000
Number of returns with total tax payments 2,590
Total tax payments amount $17,678,000
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 80
Additional child tax credit amount $110,000
Number of returns with refundable education credit 110
Refundable education credit amount $104,000
Number of returns with income tax 2,540
Income tax amount [10] $13,932,000
Number of returns with tax liability 2,560
Total tax liability amount [11] $14,631,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 720
Tax due at time of filing amount [12] $1,462,000
Number of returns with overpayments refunded 1,870
Overpayments refunded amount [13] $4,396,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $83,000

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

Number of returns 1,470
Number of single returns 380
Number of joint returns 990
Number of head of household returns 80
Number of returns with paid preparer's signature 630
Number of exemptions 3,280
Number of dependents 820
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] 150
Number of elderly returns [4] 600
Adjust gross income (AGI) [5] $127,565,000
Number of returns with total income 1,470
Salaries and wages amount $128,979,000
Number of returns with salaries and wages 1,120
Salaries and wages amount $82,820
Number of returns with taxable interest 680
Taxable interest amount $622
Number of returns with ordinary dividends 390
Ordinary dividends amount $1,755,000
Number of returns with qualified dividends 370
Qualified dividends amount [6] $1,292
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $42
Number of returns with business or professional net income (less loss) 220
Business or professional net income (less loss) amount $3,401,000
Number of returns with net capital gain (less loss) 340
Net capital gain (less loss) amount $2,335,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $4,775,000
Number of returns with taxable pensions and annuities 560
Taxable pensions and annuities amount $21,659,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $89,000
Number of returns with taxable Social Security benefits 490
Taxable Social Security benefits amount $9,529,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $1,286,000
Number of returns with total statutory adjustments 400
Total statutory adjustments amount $1,414,000
Number of returns with educator expenses 50
Educator expenses amount $15,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $183,000
Number of returns with IRA payments 40
IRA payments amount $145,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $177,000
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 500
Total itemized deductions amount $10,189,000
Amount of AGI for itemized returns $44,080,000
Number of returns with State and local income taxes 70
State and local income taxes amount $218,000
Number of returns with State and local general sales tax 380
State and local general sales tax amount $586,000
Number of returns with real estate taxes 390
Real estate taxes amount $907,000
Number of returns with taxes paid 500
Taxes paid amount $1,771,000
Number of returns with mortgage interest paid 340
Mortgage interest paid amount $2,123,000
Number of returns with contributions 420
Contributions amount $2,278,000
Number of returns with taxable income 1,470
Taxable income amount $92,750,000
Number of returns with income tax before credits 1,460
Income tax before credits amount $13,824,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 540
Total tax credits amount $779,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $16,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $59,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $116,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 330
Child tax credit amount $537,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 160
Self-employment tax amount $578,000
Number of returns with total tax payments 1,450
Total tax payments amount $15,150,000
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 $56,000
Number of returns with income tax 1,460
Income tax amount [10] $13,045,000
Number of returns with tax liability 1,460
Total tax liability amount [11] $13,736,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 490
Tax due at time of filing amount [12] $1,452,000
Number of returns with overpayments refunded 940
Overpayments refunded amount [13] $2,750,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $86,000

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

Number of returns 1,620
Number of single returns 240
Number of joint returns 1,310
Number of head of household returns 60
Number of returns with paid preparer's signature 800
Number of exemptions 3,840
Number of dependents 910
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] 110
Number of elderly returns [4] 770
Adjust gross income (AGI) [5] $211,584,000
Number of returns with total income 1,620
Salaries and wages amount $213,882,000
Number of returns with salaries and wages 1,250
Salaries and wages amount $128,836
Number of returns with taxable interest 990
Taxable interest amount $1,534
Number of returns with ordinary dividends 620
Ordinary dividends amount $4,545,000
Number of returns with qualified dividends 580
Qualified dividends amount [6] $3,438
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $72
Number of returns with business or professional net income (less loss) 260
Business or professional net income (less loss) amount $4,692,000
Number of returns with net capital gain (less loss) 590
Net capital gain (less loss) amount $6,402,000
Number of returns with taxable individual retirement arrangements distributions 420
Taxable individual retirement arrangements distributions amount $10,832,000
Number of returns with taxable pensions and annuities 740
Taxable pensions and annuities amount $36,072,000
Number of farm returns 20
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 600
Taxable Social Security benefits amount $14,329,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $4,421,000
Number of returns with total statutory adjustments 510
Total statutory adjustments amount $2,298,000
Number of returns with educator expenses 80
Educator expenses amount $22,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $683,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $436,000
Number of returns with IRA payments 70
IRA payments amount $413,000
Number of returns with student loan interest deduction 140
Student loan interest deduction amount $176,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $48,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $358,000
Number of returns with itemized deductions 750
Total itemized deductions amount $19,264,000
Amount of AGI for itemized returns $100,960,000
Number of returns with State and local income taxes 80
State and local income taxes amount $348,000
Number of returns with State and local general sales tax 600
State and local general sales tax amount $1,189,000
Number of returns with real estate taxes 640
Real estate taxes amount $1,819,000
Number of returns with taxes paid 740
Taxes paid amount $3,475,000
Number of returns with mortgage interest paid 520
Mortgage interest paid amount $3,919,000
Number of returns with contributions 650
Contributions amount $5,177,000
Number of returns with taxable income 1,620
Taxable income amount $165,988,000
Number of returns with income tax before credits 1,610
Income tax before credits amount $28,363,000
Number of returns with alternative minimum tax 20
Alternative minimum tax amount $41,000
Number of returns with total tax credits 550
Total tax credits amount $610,000
Number of returns with foreign tax credit 220
Foreign tax credit amount $32,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $55,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $135,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 230
Child tax credit amount $289,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $23,000
Number of returns with self-employment tax 200
Self-employment tax amount $744,000
Number of returns with total tax payments 1,590
Total tax payments amount $28,807,000
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 90
Refundable education credit amount $81,000
Number of returns with income tax 1,610
Income tax amount [10] $27,753,000
Number of returns with tax liability 1,610
Total tax liability amount [11] $28,736,000
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] $3,392,000
Number of returns with overpayments refunded 840
Overpayments refunded amount [13] $3,028,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $383,000

Adjusted Gross Income: $200,000 or more

Number of returns 410
Number of single returns 60
Number of joint returns 340
Number of head of household returns 0
Number of returns with paid preparer's signature 280
Number of exemptions 1,050
Number of dependents 290
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] 200
Adjust gross income (AGI) [5] $155,741,000
Number of returns with total income 410
Salaries and wages amount $157,757,000
Number of returns with salaries and wages 310
Salaries and wages amount $69,667
Number of returns with taxable interest 330
Taxable interest amount $1,025
Number of returns with ordinary dividends 230
Ordinary dividends amount $5,241,000
Number of returns with qualified dividends 220
Qualified dividends amount [6] $4,006
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $46
Number of returns with business or professional net income (less loss) 90
Business or professional net income (less loss) amount $8,620,000
Number of returns with net capital gain (less loss) 240
Net capital gain (less loss) amount $25,226,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $7,943,000
Number of returns with taxable pensions and annuities 180
Taxable pensions and annuities amount $10,860,000
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 140
Taxable Social Security benefits amount $3,683,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $21,327,000
Number of returns with total statutory adjustments 140
Total statutory adjustments amount $2,016,000
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 60
Self-employment health insurance deduction amount $636,000
Number of returns with IRA payments 0
IRA payments amount $0
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 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 280
Total itemized deductions amount $12,695,000
Amount of AGI for itemized returns $108,297,000
Number of returns with State and local income taxes 40
State and local income taxes amount $684,000
Number of returns with State and local general sales tax 220
State and local general sales tax amount $638,000
Number of returns with real estate taxes 250
Real estate taxes amount $1,205,000
Number of returns with taxes paid 270
Taxes paid amount $2,562,000
Number of returns with mortgage interest paid 200
Mortgage interest paid amount $2,281,000
Number of returns with contributions 250
Contributions amount $4,115,000
Number of returns with taxable income 410
Taxable income amount $138,442,000
Number of returns with income tax before credits 410
Income tax before credits amount $34,182,000
Number of returns with alternative minimum tax 90
Alternative minimum tax amount $414,000
Number of returns with total tax credits 150
Total tax credits amount $215,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $91,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $10,000
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 90
Self-employment tax amount $720,000
Number of returns with total tax payments 410
Total tax payments amount $31,592,000
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 410
Income tax amount [10] $33,853,000
Number of returns with tax liability 410
Total tax liability amount [11] $35,684,000
Number of returns with net investment income tax 220
Net investment income tax $791,000
Number of returns with tax due at time of filing 220
Tax due at time of filing amount [12] $6,569,000
Number of returns with overpayments refunded 140
Overpayments refunded amount [13] $1,459,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $927,000

[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.