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ZIP Code Database - Facts & Stats

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ZIP Code 33629 Income Tax Stats

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

ZIP Code 33629 Data

Zip Code:33629
City:Tampa
State:FL [Florida]
Counties: HILLSBOROUGH, FL
City Alias(es):Tampa
Area Code:813
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





33629 Income Tax Overview

Total Number of Tax Returns for ZIP Code 33629 [1] 12,650
Total Number of Single Tax Returns for ZIP Code 33629 3,330
Total Number of Joint Tax Returns for ZIP Code 33629 5,890
Total Number of Dependents for ZIP Code 33629 8,100
Total Adjusted Gross Income for ZIP Code 33629 $2,760,972,000
Average Income per Person for ZIP Code 33629 $116,802
Average Income per Household for ZIP Code 33629 $218,259

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 2,580
Number of single returns 2,230
Number of joint returns 160
Number of head of household returns 140
Number of returns with paid preparer's signature 1,340
Number of exemptions 2,120
Number of dependents 300
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
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] $26,453,000
Number of returns with total income 2,580
Salaries and wages amount $27,448,000
Number of returns with salaries and wages 1,690
Salaries and wages amount $17,306
Number of returns with taxable interest 730
Taxable interest amount $772
Number of returns with ordinary dividends 690
Ordinary dividends amount $1,730,000
Number of returns with qualified dividends 640
Qualified dividends amount [6] $1,230
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) 410
Business or professional net income (less loss) amount $2,764,000
Number of returns with net capital gain (less loss) 580
Net capital gain (less loss) amount $1,077,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $1,516,000
Number of returns with taxable pensions and annuities 330
Taxable pensions and annuities amount $2,641,000
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 160
Taxable Social Security benefits amount $381,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $204,000
Number of returns with total statutory adjustments 510
Total statutory adjustments amount $995,000
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 80
Self-employment health insurance deduction amount $281,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 100
Student loan interest deduction amount $109,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $104,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 270
Total itemized deductions amount $4,872,000
Amount of AGI for itemized returns $3,626,000
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 210
State and local general sales tax amount $166,000
Number of returns with real estate taxes 190
Real estate taxes amount $786,000
Number of returns with taxes paid 240
Taxes paid amount $988,000
Number of returns with mortgage interest paid 130
Mortgage interest paid amount $1,040,000
Number of returns with contributions 150
Contributions amount $315,000
Number of returns with taxable income 1,200
Taxable income amount $6,975,000
Number of returns with income tax before credits 1,110
Income tax before credits amount $742,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 330
Total tax credits amount $106,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $66,000
Number of returns with retirement savings contribution credit 90
Retirement savings contribution credit amount $17,000
Number of returns with child tax credit 30
Child tax credit amount $10,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 360
Self-employment tax amount $481,000
Number of returns with total tax payments 2,020
Total tax payments amount $3,098,000
Number of returns with earned income credit 440
Earned income credit amount [8] $679,000
Number of returns with excess earned income credit 320
Excess earned income credit (refundable) amount [9] $524,000
Number of returns with additional child tax credit 140
Additional child tax credit amount $158,000
Number of returns with refundable education credit 100
Refundable education credit amount $82,000
Number of returns with income tax 960
Income tax amount [10] $637,000
Number of returns with tax liability 1,240
Total tax liability amount [11] $1,200,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 410
Tax due at time of filing amount [12] $344,000
Number of returns with overpayments refunded 1,730
Overpayments refunded amount [13] $2,137,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $84,000

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

Number of returns 1,620
Number of single returns 1,170
Number of joint returns 260
Number of head of household returns 140
Number of returns with paid preparer's signature 760
Number of exemptions 2,270
Number of dependents 420
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] 170
Number of elderly returns [4] 410
Adjust gross income (AGI) [5] $60,350,000
Number of returns with total income 1,620
Salaries and wages amount $61,917,000
Number of returns with salaries and wages 1,230
Salaries and wages amount $43,930
Number of returns with taxable interest 510
Taxable interest amount $968
Number of returns with ordinary dividends 420
Ordinary dividends amount $1,683,000
Number of returns with qualified dividends 390
Qualified dividends amount [6] $1,089
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) 270
Business or professional net income (less loss) amount $3,171,000
Number of returns with net capital gain (less loss) 370
Net capital gain (less loss) amount $2,133,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $1,967,000
Number of returns with taxable pensions and annuities 290
Taxable pensions and annuities amount $5,373,000
Number of farm returns 20
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $113,000
Number of returns with taxable Social Security benefits 310
Taxable Social Security benefits amount $2,492,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $156,000
Number of returns with total statutory adjustments 550
Total statutory adjustments amount $1,567,000
Number of returns with educator expenses 50
Educator expenses amount $13,000
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 $354,000
Number of returns with IRA payments 70
IRA payments amount $303,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $246,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $62,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 400
Total itemized deductions amount $8,381,000
Amount of AGI for itemized returns $15,600,000
Number of returns with State and local income taxes 40
State and local income taxes amount $83,000
Number of returns with State and local general sales tax 340
State and local general sales tax amount $294,000
Number of returns with real estate taxes 290
Real estate taxes amount $1,332,000
Number of returns with taxes paid 390
Taxes paid amount $1,676,000
Number of returns with mortgage interest paid 210
Mortgage interest paid amount $1,906,000
Number of returns with contributions 290
Contributions amount $765,000
Number of returns with taxable income 1,530
Taxable income amount $34,985,000
Number of returns with income tax before credits 1,510
Income tax before credits amount $4,381,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 460
Total tax credits amount $349,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $13,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $31,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $138,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $25,000
Number of returns with child tax credit 150
Child tax credit amount $132,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $7,000
Number of returns with self-employment tax 230
Self-employment tax amount $616,000
Number of returns with total tax payments 1,520
Total tax payments amount $7,184,000
Number of returns with earned income credit 140
Earned income credit amount [8] $278,000
Number of returns with excess earned income credit 100
Excess earned income credit (refundable) amount [9] $191,000
Number of returns with additional child tax credit 110
Additional child tax credit amount $139,000
Number of returns with refundable education credit 60
Refundable education credit amount $56,000
Number of returns with income tax 1,400
Income tax amount [10] $4,032,000
Number of returns with tax liability 1,470
Total tax liability amount [11] $4,762,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 320
Tax due at time of filing amount [12] $665,000
Number of returns with overpayments refunded 1,210
Overpayments refunded amount [13] $2,846,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $236,000

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

Number of returns 1,290
Number of single returns 810
Number of joint returns 300
Number of head of household returns 130
Number of returns with paid preparer's signature 670
Number of exemptions 2,050
Number of dependents 480
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] 120
Number of elderly returns [4] 420
Adjust gross income (AGI) [5] $79,859,000
Number of returns with total income 1,290
Salaries and wages amount $81,261,000
Number of returns with salaries and wages 960
Salaries and wages amount $53,484
Number of returns with taxable interest 560
Taxable interest amount $851
Number of returns with ordinary dividends 470
Ordinary dividends amount $3,118,000
Number of returns with qualified dividends 440
Qualified dividends amount [6] $2,214
Number of returns with state and local income tax refunds 50
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 $2,464,000
Number of returns with net capital gain (less loss) 430
Net capital gain (less loss) amount $2,472,000
Number of returns with taxable individual retirement arrangements distributions 240
Taxable individual retirement arrangements distributions amount $3,667,000
Number of returns with taxable pensions and annuities 280
Taxable pensions and annuities amount $7,855,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $65,000
Number of returns with taxable Social Security benefits 320
Taxable Social Security benefits amount $5,223,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $2,013,000
Number of returns with total statutory adjustments 450
Total statutory adjustments amount $1,402,000
Number of returns with educator expenses 50
Educator expenses amount $11,000
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 $401,000
Number of returns with IRA payments 40
IRA payments amount $146,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $214,000
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 490
Total itemized deductions amount $10,845,000
Amount of AGI for itemized returns $30,797,000
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 420
State and local general sales tax amount $458,000
Number of returns with real estate taxes 410
Real estate taxes amount $2,008,000
Number of returns with taxes paid 480
Taxes paid amount $2,592,000
Number of returns with mortgage interest paid 290
Mortgage interest paid amount $2,563,000
Number of returns with contributions 390
Contributions amount $1,220,000
Number of returns with taxable income 1,270
Taxable income amount $55,090,000
Number of returns with income tax before credits 1,250
Income tax before credits amount $8,099,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 420
Total tax credits amount $461,000
Number of returns with foreign tax credit 170
Foreign tax credit amount $35,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $20,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $85,000
Number of returns with retirement savings contribution credit 30
Retirement savings contribution credit amount $5,000
Number of returns with child tax credit 190
Child tax credit amount $280,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 180
Self-employment tax amount $545,000
Number of returns with total tax payments 1,220
Total tax payments amount $9,963,000
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 40
Additional child tax credit amount $56,000
Number of returns with refundable education credit 50
Refundable education credit amount $44,000
Number of returns with income tax 1,210
Income tax amount [10] $7,638,000
Number of returns with tax liability 1,240
Total tax liability amount [11] $8,252,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 340
Tax due at time of filing amount [12] $1,008,000
Number of returns with overpayments refunded 860
Overpayments refunded amount [13] $2,425,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $260,000

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

Number of returns 1,040
Number of single returns 460
Number of joint returns 440
Number of head of household returns 100
Number of returns with paid preparer's signature 620
Number of exemptions 1,960
Number of dependents 490
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] 60
Number of elderly returns [4] 370
Adjust gross income (AGI) [5] $90,952,000
Number of returns with total income 1,040
Salaries and wages amount $92,155,000
Number of returns with salaries and wages 790
Salaries and wages amount $59,519
Number of returns with taxable interest 580
Taxable interest amount $1,189
Number of returns with ordinary dividends 460
Ordinary dividends amount $3,475,000
Number of returns with qualified dividends 430
Qualified dividends amount [6] $2,496
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) 210
Business or professional net income (less loss) amount $2,484,000
Number of returns with net capital gain (less loss) 420
Net capital gain (less loss) amount $3,169,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $4,948,000
Number of returns with taxable pensions and annuities 270
Taxable pensions and annuities amount $8,845,000
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 290
Taxable Social Security benefits amount $6,096,000
Number of returns with partnership/S-corp net income (less loss) 180
Partnership/S-corp net income (less loss) amount $2,304,000
Number of returns with total statutory adjustments 310
Total statutory adjustments amount $1,203,000
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 $412,000
Number of returns with IRA payments 30
IRA payments amount $154,000
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $70,000
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 580
Total itemized deductions amount $13,522,000
Amount of AGI for itemized returns $51,291,000
Number of returns with State and local income taxes 30
State and local income taxes amount $102,000
Number of returns with State and local general sales tax 500
State and local general sales tax amount $660,000
Number of returns with real estate taxes 510
Real estate taxes amount $2,674,000
Number of returns with taxes paid 570
Taxes paid amount $3,479,000
Number of returns with mortgage interest paid 410
Mortgage interest paid amount $3,807,000
Number of returns with contributions 490
Contributions amount $1,726,000
Number of returns with taxable income 1,030
Taxable income amount $65,481,000
Number of returns with income tax before credits 1,010
Income tax before credits amount $10,289,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 410
Total tax credits amount $436,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $21,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $33,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $53,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 200
Child tax credit amount $281,000
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 $539,000
Number of returns with total tax payments 1,010
Total tax payments amount $12,227,000
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 30
Refundable education credit amount $27,000
Number of returns with income tax 1,000
Income tax amount [10] $9,853,000
Number of returns with tax liability 1,010
Total tax liability amount [11] $10,502,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 340
Tax due at time of filing amount [12] $1,276,000
Number of returns with overpayments refunded 630
Overpayments refunded amount [13] $2,610,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $372,000

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

Number of returns 2,700
Number of single returns 640
Number of joint returns 1,820
Number of head of household returns 190
Number of returns with paid preparer's signature 1,650
Number of exemptions 6,800
Number of dependents 2,280
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] $391,357,000
Number of returns with total income 2,700
Salaries and wages amount $398,213,000
Number of returns with salaries and wages 2,270
Salaries and wages amount $281,330
Number of returns with taxable interest 1,620
Taxable interest amount $3,266
Number of returns with ordinary dividends 1,410
Ordinary dividends amount $12,116,000
Number of returns with qualified dividends 1,320
Qualified dividends amount [6] $9,011
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $77
Number of returns with business or professional net income (less loss) 610
Business or professional net income (less loss) amount $14,106,000
Number of returns with net capital gain (less loss) 1,280
Net capital gain (less loss) amount $14,431,000
Number of returns with taxable individual retirement arrangements distributions 530
Taxable individual retirement arrangements distributions amount $15,227,000
Number of returns with taxable pensions and annuities 610
Taxable pensions and annuities amount $23,591,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $113,000
Number of returns with taxable Social Security benefits 540
Taxable Social Security benefits amount $13,561,000
Number of returns with partnership/S-corp net income (less loss) 690
Partnership/S-corp net income (less loss) amount $16,248,000
Number of returns with total statutory adjustments 1,000
Total statutory adjustments amount $6,856,000
Number of returns with educator expenses 110
Educator expenses amount $30,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $957,000
Number of returns with self-employment health insurance deduction 200
Self-employment health insurance deduction amount $2,005,000
Number of returns with IRA payments 100
IRA payments amount $653,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $219,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $58,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $78,000
Number of returns with itemized deductions 1,940
Total itemized deductions amount $52,847,000
Amount of AGI for itemized returns $287,420,000
Number of returns with State and local income taxes 90
State and local income taxes amount $486,000
Number of returns with State and local general sales tax 1,690
State and local general sales tax amount $3,174,000
Number of returns with real estate taxes 1,820
Real estate taxes amount $11,796,000
Number of returns with taxes paid 1,930
Taxes paid amount $15,653,000
Number of returns with mortgage interest paid 1,590
Mortgage interest paid amount $18,806,000
Number of returns with contributions 1,700
Contributions amount $7,358,000
Number of returns with taxable income 2,700
Taxable income amount $303,410,000
Number of returns with income tax before credits 2,690
Income tax before credits amount $55,443,000
Number of returns with alternative minimum tax 120
Alternative minimum tax amount $372,000
Number of returns with total tax credits 1,280
Total tax credits amount $1,375,000
Number of returns with foreign tax credit 550
Foreign tax credit amount $184,000
Number of returns with child and dependent care credit 400
Child and dependent care credit amount $234,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $173,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 400
Child tax credit amount $436,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $49,000
Number of returns with self-employment tax 490
Self-employment tax amount $2,242,000
Number of returns with total tax payments 2,650
Total tax payments amount $61,251,000
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 130
Refundable education credit amount $106,000
Number of returns with income tax 2,680
Income tax amount [10] $54,068,000
Number of returns with tax liability 2,690
Total tax liability amount [11] $56,747,000
Number of returns with net investment income tax 30
Net investment income tax $60,000
Number of returns with tax due at time of filing 1,020
Tax due at time of filing amount [12] $6,187,000
Number of returns with overpayments refunded 1,460
Overpayments refunded amount [13] $8,251,000
Number of returns with credit to next year’s estimated tax 270
Credited to next year’s estimated tax amount $2,359,000

Adjusted Gross Income: $200,000 or more

Number of returns 3,420
Number of single returns 350
Number of joint returns 2,910
Number of head of household returns 120
Number of returns with paid preparer's signature 2,630
Number of exemptions 10,460
Number of dependents 4,130
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] 30
Number of elderly returns [4] 790
Adjust gross income (AGI) [5] $2,112,001,000
Number of returns with total income 3,420
Salaries and wages amount $2,148,219,000
Number of returns with salaries and wages 3,050
Salaries and wages amount $1,052,079
Number of returns with taxable interest 2,710
Taxable interest amount $34,855
Number of returns with ordinary dividends 2,420
Ordinary dividends amount $97,952,000
Number of returns with qualified dividends 2,340
Qualified dividends amount [6] $80,030
Number of returns with state and local income tax refunds 170
State and local income tax refunds amount $1,115
Number of returns with business or professional net income (less loss) 830
Business or professional net income (less loss) amount $50,194,000
Number of returns with net capital gain (less loss) 2,440
Net capital gain (less loss) amount $371,564,000
Number of returns with taxable individual retirement arrangements distributions 530
Taxable individual retirement arrangements distributions amount $23,763,000
Number of returns with taxable pensions and annuities 530
Taxable pensions and annuities amount $22,858,000
Number of farm returns 30
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $12,905,000
Number of returns with partnership/S-corp net income (less loss) 1,790
Partnership/S-corp net income (less loss) amount $459,150,000
Number of returns with total statutory adjustments 1,530
Total statutory adjustments amount $36,218,000
Number of returns with educator expenses 60
Educator expenses amount $15,000
Number of returns with self-employment retirement plans 240
Self-employment retirement plans amount $8,705,000
Number of returns with self-employment health insurance deduction 570
Self-employment health insurance deduction amount $7,440,000
Number of returns with IRA payments 80
IRA payments amount $690,000
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 150
Domestic production activities deduction amount $7,326,000
Number of returns with itemized deductions 3,030
Total itemized deductions amount $175,328,000
Amount of AGI for itemized returns $1,838,252,000
Number of returns with State and local income taxes 310
State and local income taxes amount $11,054,000
Number of returns with State and local general sales tax 2,620
State and local general sales tax amount $8,796,000
Number of returns with real estate taxes 2,930
Real estate taxes amount $37,474,000
Number of returns with taxes paid 3,020
Taxes paid amount $57,936,000
Number of returns with mortgage interest paid 2,510
Mortgage interest paid amount $44,060,000
Number of returns with contributions 2,830
Contributions amount $64,769,000
Number of returns with taxable income 3,410
Taxable income amount $1,912,823,000
Number of returns with income tax before credits 3,410
Income tax before credits amount $541,445,000
Number of returns with alternative minimum tax 1,160
Alternative minimum tax amount $7,320,000
Number of returns with total tax credits 1,940
Total tax credits amount $7,226,000
Number of returns with foreign tax credit 1,350
Foreign tax credit amount $3,155,000
Number of returns with child and dependent care credit 530
Child and dependent care credit amount $319,000
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 80
Residential energy tax credit amount $140,000
Number of returns with self-employment tax 910
Self-employment tax amount $8,631,000
Number of returns with total tax payments 3,390
Total tax payments amount $578,782,000
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 3,410
Income tax amount [10] $534,219,000
Number of returns with tax liability 3,410
Total tax liability amount [11] $560,352,000
Number of returns with net investment income tax 2,240
Net investment income tax $11,772,000
Number of returns with tax due at time of filing 1,600
Tax due at time of filing amount [12] $53,387,000
Number of returns with overpayments refunded 1,180
Overpayments refunded amount [13] $21,721,000
Number of returns with credit to next year’s estimated tax 730
Credited to next year’s estimated tax amount $49,030,000

[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.