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ZIP Code Database - Facts & Stats

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ZIP Code 33702 Income Tax Stats

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

ZIP Code 33702 Data

Zip Code:33702
City:Saint Petersburg
State:FL [Florida]
Counties: PINELLAS, FL
City Alias(es):Saint Petersburg
Area Code:727
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


33702 Income Tax Overview

Total Number of Tax Returns for ZIP Code 33702 [1] 15,520
Total Number of Single Tax Returns for ZIP Code 33702 4,140
Total Number of Joint Tax Returns for ZIP Code 33702 4,580
Total Number of Dependents for ZIP Code 33702 6,610
Total Adjusted Gross Income for ZIP Code 33702 $954,664,000
Average Income per Person for ZIP Code 33702 $32,183
Average Income per Household for ZIP Code 33702 $61,512

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 5,650
Number of single returns 3,980
Number of joint returns 660
Number of head of household returns 900
Number of returns with paid preparer's signature 2,290
Number of exemptions 7,590
Number of dependents 1,920
Total number of volunteer prepared returns [5] 190
Number of volunteer income tax assistance (VITA) prepared returns [3] 70
Number of tax counseling for the elderly (TCE) prepared returns [3] 120
Number of volunteer prepared returns with Earned Income Credit 40
Number of refund anticipation check returns [3] 870
Number of elderly returns [4] 1,380
Adjust gross income (AGI) [5] $73,653,000
Number of returns with total income 5,650
Salaries and wages amount $74,910,000
Number of returns with salaries and wages 4,230
Salaries and wages amount $56,189
Number of returns with taxable interest 760
Taxable interest amount $449
Number of returns with ordinary dividends 510
Ordinary dividends amount $880,000
Number of returns with qualified dividends 430
Qualified dividends amount [6] $545
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) 1,090
Business or professional net income (less loss) amount $6,074,000
Number of returns with net capital gain (less loss) 400
Net capital gain (less loss) amount $395,000
Number of returns with taxable individual retirement arrangements distributions 420
Taxable individual retirement arrangements distributions amount $2,733,000
Number of returns with taxable pensions and annuities 750
Taxable pensions and annuities amount $6,303,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $187,000
Number of returns with taxable Social Security benefits 300
Taxable Social Security benefits amount $572,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $608,000
Number of returns with total statutory adjustments 1,090
Total statutory adjustments amount $1,257,000
Number of returns with educator expenses 20
Educator expenses amount $5,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $131,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $242,000
Number of returns with IRA payments 40
IRA payments amount $125,000
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $137,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $86,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 290
Total itemized deductions amount $4,209,000
Amount of AGI for itemized returns $4,245,000
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 190
State and local general sales tax amount $160,000
Number of returns with real estate taxes 160
Real estate taxes amount $379,000
Number of returns with taxes paid 230
Taxes paid amount $621,000
Number of returns with mortgage interest paid 120
Mortgage interest paid amount $672,000
Number of returns with contributions 140
Contributions amount $280,000
Number of returns with taxable income 2,640
Taxable income amount $16,715,000
Number of returns with income tax before credits 2,680
Income tax before credits amount $1,821,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 680
Total tax credits amount $249,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $13,000
Number of returns with nonrefundable education credit 210
Nonrefundable education credit amount $137,000
Number of returns with retirement savings contribution credit 270
Retirement savings contribution credit amount $50,000
Number of returns with child tax credit 130
Child tax credit amount $42,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 830
Self-employment tax amount $1,132,000
Number of returns with total tax payments 5,090
Total tax payments amount $11,669,000
Number of returns with earned income credit 2,040
Earned income credit amount [8] $4,559,000
Number of returns with excess earned income credit 1,700
Excess earned income credit (refundable) amount [9] $3,912,000
Number of returns with additional child tax credit 930
Additional child tax credit amount $1,175,000
Number of returns with refundable education credit 290
Refundable education credit amount $251,000
Number of returns with income tax 2,290
Income tax amount [10] $1,570,000
Number of returns with tax liability 2,950
Total tax liability amount [11] $2,834,000
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] $528,000
Number of returns with overpayments refunded 4,660
Overpayments refunded amount [13] $9,297,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $49,000

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

Number of returns 4,150
Number of single returns 2,550
Number of joint returns 750
Number of head of household returns 710
Number of returns with paid preparer's signature 1,490
Number of exemptions 6,630
Number of dependents 1,740
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
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] 680
Number of elderly returns [4] 790
Adjust gross income (AGI) [5] $150,192,000
Number of returns with total income 4,150
Salaries and wages amount $152,130,000
Number of returns with salaries and wages 3,700
Salaries and wages amount $129,157
Number of returns with taxable interest 580
Taxable interest amount $329
Number of returns with ordinary dividends 420
Ordinary dividends amount $819,000
Number of returns with qualified dividends 350
Qualified dividends amount [6] $511
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) 500
Business or professional net income (less loss) amount $4,184,000
Number of returns with net capital gain (less loss) 340
Net capital gain (less loss) amount $945,000
Number of returns with taxable individual retirement arrangements distributions 250
Taxable individual retirement arrangements distributions amount $2,555,000
Number of returns with taxable pensions and annuities 550
Taxable pensions and annuities amount $8,481,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $182,000
Number of returns with taxable Social Security benefits 530
Taxable Social Security benefits amount $3,501,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $1,378,000
Number of returns with total statutory adjustments 1,040
Total statutory adjustments amount $1,938,000
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 60
Self-employment health insurance deduction amount $231,000
Number of returns with IRA payments 80
IRA payments amount $345,000
Number of returns with student loan interest deduction 550
Student loan interest deduction amount $566,000
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 $8,488,000
Amount of AGI for itemized returns $19,280,000
Number of returns with State and local income taxes 30
State and local income taxes amount $44,000
Number of returns with State and local general sales tax 340
State and local general sales tax amount $386,000
Number of returns with real estate taxes 320
Real estate taxes amount $1,153,000
Number of returns with taxes paid 430
Taxes paid amount $1,627,000
Number of returns with mortgage interest paid 270
Mortgage interest paid amount $1,581,000
Number of returns with contributions 300
Contributions amount $725,000
Number of returns with taxable income 4,060
Taxable income amount $85,931,000
Number of returns with income tax before credits 4,040
Income tax before credits amount $10,859,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,410
Total tax credits amount $1,160,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $12,000
Number of returns with child and dependent care credit 190
Child and dependent care credit amount $103,000
Number of returns with nonrefundable education credit 290
Nonrefundable education credit amount $299,000
Number of returns with retirement savings contribution credit 600
Retirement savings contribution credit amount $106,000
Number of returns with child tax credit 660
Child tax credit amount $595,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $36,000
Number of returns with self-employment tax 330
Self-employment tax amount $770,000
Number of returns with total tax payments 4,050
Total tax payments amount $17,798,000
Number of returns with earned income credit 720
Earned income credit amount [8] $1,535,000
Number of returns with excess earned income credit 580
Excess earned income credit (refundable) amount [9] $1,249,000
Number of returns with additional child tax credit 480
Additional child tax credit amount $644,000
Number of returns with refundable education credit 200
Refundable education credit amount $163,000
Number of returns with income tax 3,560
Income tax amount [10] $9,699,000
Number of returns with tax liability 3,680
Total tax liability amount [11] $10,650,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 630
Tax due at time of filing amount [12] $1,006,000
Number of returns with overpayments refunded 3,470
Overpayments refunded amount [13] $8,020,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $77,000

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

Number of returns 2,210
Number of single returns 1,150
Number of joint returns 780
Number of head of household returns 220
Number of returns with paid preparer's signature 940
Number of exemptions 3,830
Number of dependents 840
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
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] 260
Number of elderly returns [4] 600
Adjust gross income (AGI) [5] $135,287,000
Number of returns with total income 2,210
Salaries and wages amount $136,995,000
Number of returns with salaries and wages 1,920
Salaries and wages amount $107,484
Number of returns with taxable interest 560
Taxable interest amount $396
Number of returns with ordinary dividends 410
Ordinary dividends amount $1,214,000
Number of returns with qualified dividends 360
Qualified dividends amount [6] $842
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $22
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $2,855,000
Number of returns with net capital gain (less loss) 350
Net capital gain (less loss) amount $1,182,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $3,602,000
Number of returns with taxable pensions and annuities 480
Taxable pensions and annuities amount $10,924,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $110,000
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $6,842,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $1,802,000
Number of returns with total statutory adjustments 680
Total statutory adjustments amount $1,708,000
Number of returns with educator expenses 60
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $297,000
Number of returns with IRA payments 60
IRA payments amount $290,000
Number of returns with student loan interest deduction 350
Student loan interest deduction amount $392,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $48,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 560
Total itemized deductions amount $9,093,000
Amount of AGI for itemized returns $34,905,000
Number of returns with State and local income taxes 30
State and local income taxes amount $90,000
Number of returns with State and local general sales tax 400
State and local general sales tax amount $512,000
Number of returns with real estate taxes 420
Real estate taxes amount $1,136,000
Number of returns with taxes paid 510
Taxes paid amount $1,776,000
Number of returns with mortgage interest paid 370
Mortgage interest paid amount $2,217,000
Number of returns with contributions 380
Contributions amount $1,157,000
Number of returns with taxable income 2,210
Taxable income amount $95,239,000
Number of returns with income tax before credits 2,210
Income tax before credits amount $13,976,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 650
Total tax credits amount $853,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $56,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $147,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $21,000
Number of returns with child tax credit 370
Child tax credit amount $519,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $91,000
Number of returns with self-employment tax 190
Self-employment tax amount $522,000
Number of returns with total tax payments 2,170
Total tax payments amount $16,761,000
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 50
Additional child tax credit amount $57,000
Number of returns with refundable education credit 100
Refundable education credit amount $82,000
Number of returns with income tax 2,150
Income tax amount [10] $13,122,000
Number of returns with tax liability 2,170
Total tax liability amount [11] $13,837,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 520
Tax due at time of filing amount [12] $1,298,000
Number of returns with overpayments refunded 1,650
Overpayments refunded amount [13] $4,084,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $113,000

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

Number of returns 1,230
Number of single returns 460
Number of joint returns 670
Number of head of household returns 70
Number of returns with paid preparer's signature 610
Number of exemptions 2,450
Number of dependents 550
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] 400
Adjust gross income (AGI) [5] $106,702,000
Number of returns with total income 1,230
Salaries and wages amount $107,849,000
Number of returns with salaries and wages 1,040
Salaries and wages amount $78,058
Number of returns with taxable interest 440
Taxable interest amount $550
Number of returns with ordinary dividends 320
Ordinary dividends amount $1,332,000
Number of returns with qualified dividends 290
Qualified dividends amount [6] $984
Number of returns with state and local income tax refunds 20
State and local income tax refunds amount $20
Number of returns with business or professional net income (less loss) 190
Business or professional net income (less loss) amount $1,943,000
Number of returns with net capital gain (less loss) 300
Net capital gain (less loss) amount $1,805,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $3,697,000
Number of returns with taxable pensions and annuities 320
Taxable pensions and annuities amount $10,290,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $123,000
Number of returns with taxable Social Security benefits 310
Taxable Social Security benefits amount $6,222,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $2,740,000
Number of returns with total statutory adjustments 330
Total statutory adjustments amount $1,147,000
Number of returns with educator expenses 30
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 40
Self-employment health insurance deduction amount $221,000
Number of returns with IRA payments 50
IRA payments amount $253,000
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $150,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $42,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 430
Total itemized deductions amount $8,129,000
Amount of AGI for itemized returns $36,792,000
Number of returns with State and local income taxes 30
State and local income taxes amount $133,000
Number of returns with State and local general sales tax 320
State and local general sales tax amount $467,000
Number of returns with real estate taxes 350
Real estate taxes amount $1,093,000
Number of returns with taxes paid 410
Taxes paid amount $1,740,000
Number of returns with mortgage interest paid 310
Mortgage interest paid amount $2,285,000
Number of returns with contributions 310
Contributions amount $1,193,000
Number of returns with taxable income 1,230
Taxable income amount $79,890,000
Number of returns with income tax before credits 1,230
Income tax before credits amount $12,571,000
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 $621,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $48,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $103,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 220
Child tax credit amount $320,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $114,000
Number of returns with self-employment tax 130
Self-employment tax amount $381,000
Number of returns with total tax payments 1,210
Total tax payments amount $13,963,000
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 0
Additional child tax credit amount $0
Number of returns with refundable education credit 60
Refundable education credit amount $54,000
Number of returns with income tax 1,210
Income tax amount [10] $11,950,000
Number of returns with tax liability 1,210
Total tax liability amount [11] $12,426,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 380
Tax due at time of filing amount [12] $1,255,000
Number of returns with overpayments refunded 820
Overpayments refunded amount [13] $2,575,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $181,000

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

Number of returns 1,650
Number of single returns 350
Number of joint returns 1,200
Number of head of household returns 80
Number of returns with paid preparer's signature 870
Number of exemptions 3,880
Number of dependents 1,040
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] 90
Number of elderly returns [4] 500
Adjust gross income (AGI) [5] $221,029,000
Number of returns with total income 1,650
Salaries and wages amount $223,601,000
Number of returns with salaries and wages 1,430
Salaries and wages amount $162,439
Number of returns with taxable interest 740
Taxable interest amount $1,254
Number of returns with ordinary dividends 640
Ordinary dividends amount $3,730,000
Number of returns with qualified dividends 600
Qualified dividends amount [6] $2,889
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $57
Number of returns with business or professional net income (less loss) 310
Business or professional net income (less loss) amount $4,586,000
Number of returns with net capital gain (less loss) 580
Net capital gain (less loss) amount $7,426,000
Number of returns with taxable individual retirement arrangements distributions 280
Taxable individual retirement arrangements distributions amount $6,889,000
Number of returns with taxable pensions and annuities 460
Taxable pensions and annuities amount $18,247,000
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 360
Taxable Social Security benefits amount $8,605,000
Number of returns with partnership/S-corp net income (less loss) 260
Partnership/S-corp net income (less loss) amount $8,990,000
Number of returns with total statutory adjustments 560
Total statutory adjustments amount $2,572,000
Number of returns with educator expenses 90
Educator expenses amount $24,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $309,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $656,000
Number of returns with IRA payments 70
IRA payments amount $452,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $174,000
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 $203,000
Number of returns with itemized deductions 820
Total itemized deductions amount $18,980,000
Amount of AGI for itemized returns $114,151,000
Number of returns with State and local income taxes 60
State and local income taxes amount $379,000
Number of returns with State and local general sales tax 680
State and local general sales tax amount $1,266,000
Number of returns with real estate taxes 750
Real estate taxes amount $3,191,000
Number of returns with taxes paid 810
Taxes paid amount $5,360,000
Number of returns with mortgage interest paid 670
Mortgage interest paid amount $6,028,000
Number of returns with contributions 700
Contributions amount $3,011,000
Number of returns with taxable income 1,640
Taxable income amount $177,164,000
Number of returns with income tax before credits 1,640
Income tax before credits amount $31,636,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $102,000
Number of returns with total tax credits 600
Total tax credits amount $852,000
Number of returns with foreign tax credit 200
Foreign tax credit amount $121,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $96,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $117,000
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 $298,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $129,000
Number of returns with self-employment tax 230
Self-employment tax amount $868,000
Number of returns with total tax payments 1,630
Total tax payments amount $32,589,000
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 80
Refundable education credit amount $70,000
Number of returns with income tax 1,640
Income tax amount [10] $30,785,000
Number of returns with tax liability 1,640
Total tax liability amount [11] $31,953,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 670
Tax due at time of filing amount [12] $3,541,000
Number of returns with overpayments refunded 910
Overpayments refunded amount [13] $3,662,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $466,000

Adjusted Gross Income: $200,000 or more

Number of returns 630
Number of single returns 80
Number of joint returns 520
Number of head of household returns 20
Number of returns with paid preparer's signature 470
Number of exemptions 1,670
Number of dependents 520
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] $267,801,000
Number of returns with total income 630
Salaries and wages amount $271,922,000
Number of returns with salaries and wages 570
Salaries and wages amount $155,415
Number of returns with taxable interest 450
Taxable interest amount $1,591
Number of returns with ordinary dividends 380
Ordinary dividends amount $9,502,000
Number of returns with qualified dividends 360
Qualified dividends amount [6] $7,982
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $77
Number of returns with business or professional net income (less loss) 140
Business or professional net income (less loss) amount $4,319,000
Number of returns with net capital gain (less loss) 400
Net capital gain (less loss) amount $32,716,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $5,437,000
Number of returns with taxable pensions and annuities 140
Taxable pensions and annuities amount $8,399,000
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 110
Taxable Social Security benefits amount $2,701,000
Number of returns with partnership/S-corp net income (less loss) 260
Partnership/S-corp net income (less loss) amount $43,958,000
Number of returns with total statutory adjustments 250
Total statutory adjustments amount $4,121,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $715,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $904,000
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 480
Total itemized deductions amount $23,990,000
Amount of AGI for itemized returns $197,644,000
Number of returns with State and local income taxes 60
State and local income taxes amount $1,944,000
Number of returns with State and local general sales tax 400
State and local general sales tax amount $1,110,000
Number of returns with real estate taxes 450
Real estate taxes amount $3,898,000
Number of returns with taxes paid 480
Taxes paid amount $7,112,000
Number of returns with mortgage interest paid 390
Mortgage interest paid amount $5,341,000
Number of returns with contributions 430
Contributions amount $4,595,000
Number of returns with taxable income 630
Taxable income amount $237,879,000
Number of returns with income tax before credits 630
Income tax before credits amount $62,610,000
Number of returns with alternative minimum tax 180
Alternative minimum tax amount $819,000
Number of returns with total tax credits 280
Total tax credits amount $523,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $120,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $45,000
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 30
Residential energy tax credit amount $61,000
Number of returns with self-employment tax 120
Self-employment tax amount $946,000
Number of returns with total tax payments 620
Total tax payments amount $60,033,000
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 630
Income tax amount [10] $62,087,000
Number of returns with tax liability 630
Total tax liability amount [11] $64,726,000
Number of returns with net investment income tax 320
Net investment income tax $984,000
Number of returns with tax due at time of filing 330
Tax due at time of filing amount [12] $9,828,000
Number of returns with overpayments refunded 220
Overpayments refunded amount [13] $2,310,000
Number of returns with credit to next year’s estimated tax 100
Credited to next year’s estimated tax amount $2,732,000

[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.