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ZIP Code Database - Facts & Stats

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ZIP Code 33837 Income Tax Stats

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

ZIP Code 33837 Data

Zip Code:33837
City:Davenport
State:FL [Florida]
Counties: POLK, FL
City Alias(es):Davenport
Area Code:863
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





33837 Income Tax Overview

Total Number of Tax Returns for ZIP Code 33837 [1] 13,940
Total Number of Single Tax Returns for ZIP Code 33837 5,080
Total Number of Joint Tax Returns for ZIP Code 33837 5,240
Total Number of Dependents for ZIP Code 33837 8,670
Total Adjusted Gross Income for ZIP Code 33837 $682,285,000
Average Income per Person for ZIP Code 33837 $33,720
Average Income per Household for ZIP Code 33837 $48,944

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 5,250
Number of single returns 3,270
Number of joint returns 770
Number of head of household returns 1,120
Number of returns with paid preparer's signature 2,440
Number of exemptions 8,210
Number of dependents 2,790
Total number of volunteer prepared returns [5] 90
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
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] 1,070
Number of elderly returns [4] 930
Adjust gross income (AGI) [5] $72,387,000
Number of returns with total income 5,250
Salaries and wages amount $73,455,000
Number of returns with salaries and wages 4,240
Salaries and wages amount $59,456
Number of returns with taxable interest 460
Taxable interest amount $314
Number of returns with ordinary dividends 290
Ordinary dividends amount $559,000
Number of returns with qualified dividends 250
Qualified dividends amount [6] $346
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 $6,058,000
Number of returns with net capital gain (less loss) 230
Net capital gain (less loss) amount $199,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $1,361,000
Number of returns with taxable pensions and annuities 610
Taxable pensions and annuities amount $5,317,000
Number of farm returns 20
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $204,000
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $390,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $320,000
Number of returns with total statutory adjustments 1,040
Total statutory adjustments amount $1,068,000
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 $131,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $138,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $49,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 370
Total itemized deductions amount $5,574,000
Amount of AGI for itemized returns $6,121,000
Number of returns with State and local income taxes 20
State and local income taxes amount $18,000
Number of returns with State and local general sales tax 250
State and local general sales tax amount $205,000
Number of returns with real estate taxes 190
Real estate taxes amount $440,000
Number of returns with taxes paid 310
Taxes paid amount $730,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $1,187,000
Number of returns with contributions 200
Contributions amount $348,000
Number of returns with taxable income 2,400
Taxable income amount $14,013,000
Number of returns with income tax before credits 2,460
Income tax before credits amount $1,515,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 790
Total tax credits amount $248,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $15,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $106,000
Number of returns with retirement savings contribution credit 310
Retirement savings contribution credit amount $51,000
Number of returns with child tax credit 240
Child tax credit amount $71,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 800
Self-employment tax amount $1,186,000
Number of returns with total tax payments 4,910
Total tax payments amount $13,890,000
Number of returns with earned income credit 2,180
Earned income credit amount [8] $6,378,000
Number of returns with excess earned income credit 1,970
Excess earned income credit (refundable) amount [9] $5,503,000
Number of returns with additional child tax credit 1,370
Additional child tax credit amount $1,765,000
Number of returns with refundable education credit 310
Refundable education credit amount $275,000
Number of returns with income tax 1,950
Income tax amount [10] $1,267,000
Number of returns with tax liability 2,680
Total tax liability amount [11] $2,566,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 360
Tax due at time of filing amount [12] $375,000
Number of returns with overpayments refunded 4,660
Overpayments refunded amount [13] $11,594,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 4,020
Number of single returns 1,800
Number of joint returns 1,210
Number of head of household returns 820
Number of returns with paid preparer's signature 1,790
Number of exemptions 7,980
Number of dependents 2,760
Total number of volunteer prepared returns [5] 80
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 810
Number of elderly returns [4] 720
Adjust gross income (AGI) [5] $145,696,000
Number of returns with total income 4,020
Salaries and wages amount $147,115,000
Number of returns with salaries and wages 3,550
Salaries and wages amount $122,977
Number of returns with taxable interest 560
Taxable interest amount $525
Number of returns with ordinary dividends 390
Ordinary dividends amount $734,000
Number of returns with qualified dividends 330
Qualified dividends amount [6] $465
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $28
Number of returns with business or professional net income (less loss) 560
Business or professional net income (less loss) amount $2,482,000
Number of returns with net capital gain (less loss) 300
Net capital gain (less loss) amount $626,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $2,922,000
Number of returns with taxable pensions and annuities 680
Taxable pensions and annuities amount $10,859,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $192,000
Number of returns with taxable Social Security benefits 600
Taxable Social Security benefits amount $4,093,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $1,314,000
Number of returns with total statutory adjustments 870
Total statutory adjustments amount $1,419,000
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 30
Self-employment health insurance deduction amount $120,000
Number of returns with IRA payments 80
IRA payments amount $232,000
Number of returns with student loan interest deduction 400
Student loan interest deduction amount $377,000
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 960
Total itemized deductions amount $16,810,000
Amount of AGI for itemized returns $36,645,000
Number of returns with State and local income taxes 40
State and local income taxes amount $76,000
Number of returns with State and local general sales tax 680
State and local general sales tax amount $710,000
Number of returns with real estate taxes 600
Real estate taxes amount $1,322,000
Number of returns with taxes paid 840
Taxes paid amount $2,487,000
Number of returns with mortgage interest paid 600
Mortgage interest paid amount $3,682,000
Number of returns with contributions 610
Contributions amount $1,607,000
Number of returns with taxable income 3,820
Taxable income amount $69,555,000
Number of returns with income tax before credits 3,820
Income tax before credits amount $8,553,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,650
Total tax credits amount $1,413,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 220
Child and dependent care credit amount $126,000
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $216,000
Number of returns with retirement savings contribution credit 640
Retirement savings contribution credit amount $126,000
Number of returns with child tax credit 940
Child tax credit amount $835,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $67,000
Number of returns with self-employment tax 320
Self-employment tax amount $691,000
Number of returns with total tax payments 3,920
Total tax payments amount $17,504,000
Number of returns with earned income credit 1,060
Earned income credit amount [8] $2,358,000
Number of returns with excess earned income credit 920
Excess earned income credit (refundable) amount [9] $1,974,000
Number of returns with additional child tax credit 820
Additional child tax credit amount $1,147,000
Number of returns with refundable education credit 190
Refundable education credit amount $166,000
Number of returns with income tax 3,020
Income tax amount [10] $7,141,000
Number of returns with tax liability 3,230
Total tax liability amount [11] $8,053,000
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] $821,000
Number of returns with overpayments refunded 3,490
Overpayments refunded amount [13] $10,185,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $74,000

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

Number of returns 2,050
Number of single returns 600
Number of joint returns 1,130
Number of head of household returns 250
Number of returns with paid preparer's signature 940
Number of exemptions 4,670
Number of dependents 1,480
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 340
Number of elderly returns [4] 540
Adjust gross income (AGI) [5] $125,404,000
Number of returns with total income 2,050
Salaries and wages amount $126,791,000
Number of returns with salaries and wages 1,780
Salaries and wages amount $96,639
Number of returns with taxable interest 450
Taxable interest amount $538
Number of returns with ordinary dividends 320
Ordinary dividends amount $881,000
Number of returns with qualified dividends 280
Qualified dividends amount [6] $623
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $24
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $2,105,000
Number of returns with net capital gain (less loss) 240
Net capital gain (less loss) amount $937,000
Number of returns with taxable individual retirement arrangements distributions 240
Taxable individual retirement arrangements distributions amount $3,889,000
Number of returns with taxable pensions and annuities 530
Taxable pensions and annuities amount $12,863,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $165,000
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $7,120,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $1,857,000
Number of returns with total statutory adjustments 560
Total statutory adjustments amount $1,387,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
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 $277,000
Number of returns with IRA payments 50
IRA payments amount $217,000
Number of returns with student loan interest deduction 270
Student loan interest deduction amount $302,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $50,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 750
Total itemized deductions amount $14,803,000
Amount of AGI for itemized returns $45,491,000
Number of returns with State and local income taxes 60
State and local income taxes amount $136,000
Number of returns with State and local general sales tax 520
State and local general sales tax amount $680,000
Number of returns with real estate taxes 540
Real estate taxes amount $1,398,000
Number of returns with taxes paid 680
Taxes paid amount $2,421,000
Number of returns with mortgage interest paid 530
Mortgage interest paid amount $3,344,000
Number of returns with contributions 530
Contributions amount $1,626,000
Number of returns with taxable income 2,030
Taxable income amount $77,532,000
Number of returns with income tax before credits 2,030
Income tax before credits amount $10,690,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 890
Total tax credits amount $1,341,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $60,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $189,000
Number of returns with retirement savings contribution credit 220
Retirement savings contribution credit amount $36,000
Number of returns with child tax credit 600
Child tax credit amount $895,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $102,000
Number of returns with self-employment tax 170
Self-employment tax amount $418,000
Number of returns with total tax payments 2,000
Total tax payments amount $13,664,000
Number of returns with earned income credit 30
Earned income credit amount [8] $8,000
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 130
Additional child tax credit amount $189,000
Number of returns with refundable education credit 120
Refundable education credit amount $107,000
Number of returns with income tax 1,900
Income tax amount [10] $9,349,000
Number of returns with tax liability 1,930
Total tax liability amount [11] $9,926,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 450
Tax due at time of filing amount [12] $1,149,000
Number of returns with overpayments refunded 1,570
Overpayments refunded amount [13] $4,784,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $84,000

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

Number of returns 1,160
Number of single returns 170
Number of joint returns 900
Number of head of household returns 70
Number of returns with paid preparer's signature 530
Number of exemptions 2,860
Number of dependents 800
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] 390
Adjust gross income (AGI) [5] $100,755,000
Number of returns with total income 1,160
Salaries and wages amount $101,548,000
Number of returns with salaries and wages 960
Salaries and wages amount $70,119
Number of returns with taxable interest 380
Taxable interest amount $484
Number of returns with ordinary dividends 280
Ordinary dividends amount $968,000
Number of returns with qualified dividends 260
Qualified dividends amount [6] $627
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $41
Number of returns with business or professional net income (less loss) 170
Business or professional net income (less loss) amount $1,161,000
Number of returns with net capital gain (less loss) 230
Net capital gain (less loss) amount $1,616,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $4,564,000
Number of returns with taxable pensions and annuities 430
Taxable pensions and annuities amount $13,652,000
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 340
Taxable Social Security benefits amount $7,419,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $1,782,000
Number of returns with total statutory adjustments 320
Total statutory adjustments amount $793,000
Number of returns with educator expenses 40
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 30
IRA payments amount $118,000
Number of returns with student loan interest deduction 170
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 460
Total itemized deductions amount $10,185,000
Amount of AGI for itemized returns $39,731,000
Number of returns with State and local income taxes 60
State and local income taxes amount $196,000
Number of returns with State and local general sales tax 310
State and local general sales tax amount $531,000
Number of returns with real estate taxes 380
Real estate taxes amount $1,156,000
Number of returns with taxes paid 420
Taxes paid amount $2,003,000
Number of returns with mortgage interest paid 350
Mortgage interest paid amount $2,625,000
Number of returns with contributions 350
Contributions amount $1,340,000
Number of returns with taxable income 1,160
Taxable income amount $70,327,000
Number of returns with income tax before credits 1,160
Income tax before credits amount $10,030,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 470
Total tax credits amount $788,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $22,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $48,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $115,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 320
Child tax credit amount $499,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $63,000
Number of returns with self-employment tax 90
Self-employment tax amount $264,000
Number of returns with total tax payments 1,150
Total tax payments amount $11,532,000
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 $66,000
Number of returns with income tax 1,140
Income tax amount [10] $9,243,000
Number of returns with tax liability 1,150
Total tax liability amount [11] $9,594,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 310
Tax due at time of filing amount [12] $939,000
Number of returns with overpayments refunded 840
Overpayments refunded amount [13] $2,803,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 1,250
Number of single returns 150
Number of joint returns 1,050
Number of head of household returns 40
Number of returns with paid preparer's signature 660
Number of exemptions 3,030
Number of dependents 730
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] 100
Number of elderly returns [4] 530
Adjust gross income (AGI) [5] $164,655,000
Number of returns with total income 1,250
Salaries and wages amount $165,997,000
Number of returns with salaries and wages 1,010
Salaries and wages amount $103,782
Number of returns with taxable interest 600
Taxable interest amount $1,097
Number of returns with ordinary dividends 450
Ordinary dividends amount $3,151,000
Number of returns with qualified dividends 400
Qualified dividends amount [6] $2,194
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $111
Number of returns with business or professional net income (less loss) 210
Business or professional net income (less loss) amount $2,151,000
Number of returns with net capital gain (less loss) 380
Net capital gain (less loss) amount $5,541,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $9,786,000
Number of returns with taxable pensions and annuities 540
Taxable pensions and annuities amount $24,928,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $122,000
Number of returns with taxable Social Security benefits 440
Taxable Social Security benefits amount $11,043,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $4,038,000
Number of returns with total statutory adjustments 400
Total statutory adjustments amount $1,342,000
Number of returns with educator expenses 60
Educator expenses amount $16,000
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 $210,000
Number of returns with IRA payments 40
IRA payments amount $190,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $179,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 660
Total itemized deductions amount $16,393,000
Amount of AGI for itemized returns $89,629,000
Number of returns with State and local income taxes 130
State and local income taxes amount $679,000
Number of returns with State and local general sales tax 450
State and local general sales tax amount $921,000
Number of returns with real estate taxes 600
Real estate taxes amount $2,228,000
Number of returns with taxes paid 640
Taxes paid amount $3,989,000
Number of returns with mortgage interest paid 560
Mortgage interest paid amount $4,639,000
Number of returns with contributions 530
Contributions amount $2,577,000
Number of returns with taxable income 1,250
Taxable income amount $128,660,000
Number of returns with income tax before credits 1,240
Income tax before credits amount $22,069,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $53,000
Number of returns with total tax credits 440
Total tax credits amount $705,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $52,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $58,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $128,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 190
Child tax credit amount $251,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $134,000
Number of returns with self-employment tax 130
Self-employment tax amount $532,000
Number of returns with total tax payments 1,230
Total tax payments amount $23,203,000
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 $68,000
Number of returns with income tax 1,240
Income tax amount [10] $21,364,000
Number of returns with tax liability 1,240
Total tax liability amount [11] $22,162,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 460
Tax due at time of filing amount [12] $2,422,000
Number of returns with overpayments refunded 740
Overpayments refunded amount [13] $3,176,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $263,000

Adjusted Gross Income: $200,000 or more

Number of returns 210
Number of single returns 20
Number of joint returns 180
Number of head of household returns 0
Number of returns with paid preparer's signature 140
Number of exemptions 490
Number of dependents 110
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] 110
Adjust gross income (AGI) [5] $73,388,000
Number of returns with total income 210
Salaries and wages amount $74,558,000
Number of returns with salaries and wages 160
Salaries and wages amount $32,453
Number of returns with taxable interest 140
Taxable interest amount $479
Number of returns with ordinary dividends 120
Ordinary dividends amount $2,220,000
Number of returns with qualified dividends 110
Qualified dividends amount [6] $1,813
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $61
Number of returns with business or professional net income (less loss) 50
Business or professional net income (less loss) amount $5,232,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $8,104,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $3,908,000
Number of returns with taxable pensions and annuities 80
Taxable pensions and annuities amount $5,794,000
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 80
Taxable Social Security benefits amount $1,947,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $9,588,000
Number of returns with total statutory adjustments 70
Total statutory adjustments amount $1,170,000
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 20
Self-employment health insurance deduction amount $264,000
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 160
Total itemized deductions amount $6,050,000
Amount of AGI for itemized returns $56,689,000
Number of returns with State and local income taxes 70
State and local income taxes amount $1,025,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $203,000
Number of returns with real estate taxes 140
Real estate taxes amount $949,000
Number of returns with taxes paid 160
Taxes paid amount $2,208,000
Number of returns with mortgage interest paid 120
Mortgage interest paid amount $1,282,000
Number of returns with contributions 140
Contributions amount $1,635,000
Number of returns with taxable income 210
Taxable income amount $65,243,000
Number of returns with income tax before credits 210
Income tax before credits amount $16,521,000
Number of returns with alternative minimum tax 60
Alternative minimum tax amount $225,000
Number of returns with total tax credits 70
Total tax credits amount $232,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $168,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 50
Self-employment tax amount $485,000
Number of returns with total tax payments 200
Total tax payments amount $16,762,000
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 210
Income tax amount [10] $16,120,000
Number of returns with tax liability 210
Total tax liability amount [11] $17,017,000
Number of returns with net investment income tax 100
Net investment income tax $267,000
Number of returns with tax due at time of filing 120
Tax due at time of filing amount [12] $2,098,000
Number of returns with overpayments refunded 60
Overpayments refunded amount [13] $983,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $468,000

[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.