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ZIP Code Database - Facts & Stats

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ZIP Code 33897 Income Tax Stats

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

ZIP Code 33897 Data

Zip Code:33897
City:Davenport
State:FL [Florida]
Counties: POLK, FL
City Alias(es):Davenport
Area Code:407 / 689 / 863
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


33897 Income Tax Overview

Total Number of Tax Returns for ZIP Code 33897 [1] 10,610
Total Number of Single Tax Returns for ZIP Code 33897 3,370
Total Number of Joint Tax Returns for ZIP Code 33897 3,440
Total Number of Dependents for ZIP Code 33897 6,640
Total Adjusted Gross Income for ZIP Code 33897 $441,309,000
Average Income per Person for ZIP Code 33897 $31,261
Average Income per Household for ZIP Code 33897 $41,594

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 4,580
Number of single returns 2,830
Number of joint returns 620
Number of head of household returns 1,030
Number of returns with paid preparer's signature 1,940
Number of exemptions 7,170
Number of dependents 2,410
Total number of volunteer prepared returns [5] 160
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 130
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 1,010
Number of elderly returns [4] 740
Adjust gross income (AGI) [5] $64,646,000
Number of returns with total income 4,580
Salaries and wages amount $65,827,000
Number of returns with salaries and wages 3,700
Salaries and wages amount $53,125
Number of returns with taxable interest 380
Taxable interest amount $221
Number of returns with ordinary dividends 230
Ordinary dividends amount $339,000
Number of returns with qualified dividends 190
Qualified dividends amount [6] $246
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) 990
Business or professional net income (less loss) amount $5,242,000
Number of returns with net capital gain (less loss) 180
Net capital gain (less loss) amount $94,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $1,210,000
Number of returns with taxable pensions and annuities 520
Taxable pensions and annuities amount $4,500,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $151,000
Number of returns with taxable Social Security benefits 200
Taxable Social Security benefits amount $388,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $756,000
Number of returns with total statutory adjustments 980
Total statutory adjustments amount $1,181,000
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 30
Self-employment health insurance deduction amount $97,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $148,000
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 290
Total itemized deductions amount $4,466,000
Amount of AGI for itemized returns $4,755,000
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 170
State and local general sales tax amount $120,000
Number of returns with real estate taxes 140
Real estate taxes amount $317,000
Number of returns with taxes paid 250
Taxes paid amount $550,000
Number of returns with mortgage interest paid 110
Mortgage interest paid amount $672,000
Number of returns with contributions 160
Contributions amount $313,000
Number of returns with taxable income 2,150
Taxable income amount $13,378,000
Number of returns with income tax before credits 2,210
Income tax before credits amount $1,476,000
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 $223,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $14,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $99,000
Number of returns with retirement savings contribution credit 280
Retirement savings contribution credit amount $48,000
Number of returns with child tax credit 220
Child tax credit amount $59,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 720
Self-employment tax amount $1,056,000
Number of returns with total tax payments 4,280
Total tax payments amount $12,359,000
Number of returns with earned income credit 1,940
Earned income credit amount [8] $5,714,000
Number of returns with excess earned income credit 1,720
Excess earned income credit (refundable) amount [9] $4,898,000
Number of returns with additional child tax credit 1,220
Additional child tax credit amount $1,572,000
Number of returns with refundable education credit 260
Refundable education credit amount $229,000
Number of returns with income tax 1,780
Income tax amount [10] $1,252,000
Number of returns with tax liability 2,460
Total tax liability amount [11] $2,380,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 350
Tax due at time of filing amount [12] $318,000
Number of returns with overpayments refunded 4,030
Overpayments refunded amount [13] $10,260,000
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 3,200
Number of single returns 1,510
Number of joint returns 910
Number of head of household returns 680
Number of returns with paid preparer's signature 1,300
Number of exemptions 6,170
Number of dependents 2,070
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 70
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 690
Number of elderly returns [4] 560
Adjust gross income (AGI) [5] $114,594,000
Number of returns with total income 3,200
Salaries and wages amount $115,790,000
Number of returns with salaries and wages 2,880
Salaries and wages amount $97,837
Number of returns with taxable interest 380
Taxable interest amount $253
Number of returns with ordinary dividends 240
Ordinary dividends amount $466,000
Number of returns with qualified dividends 210
Qualified dividends amount [6] $263
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $20
Number of returns with business or professional net income (less loss) 460
Business or professional net income (less loss) amount $2,159,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $352,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $1,877,000
Number of returns with taxable pensions and annuities 520
Taxable pensions and annuities amount $8,340,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $165,000
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $3,041,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $1,242,000
Number of returns with total statutory adjustments 710
Total statutory adjustments amount $1,196,000
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 30
Self-employment health insurance deduction amount $97,000
Number of returns with IRA payments 60
IRA payments amount $220,000
Number of returns with student loan interest deduction 350
Student loan interest deduction amount $340,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 650
Total itemized deductions amount $11,770,000
Amount of AGI for itemized returns $24,284,000
Number of returns with State and local income taxes 60
State and local income taxes amount $124,000
Number of returns with State and local general sales tax 440
State and local general sales tax amount $461,000
Number of returns with real estate taxes 350
Real estate taxes amount $872,000
Number of returns with taxes paid 570
Taxes paid amount $1,650,000
Number of returns with mortgage interest paid 350
Mortgage interest paid amount $2,006,000
Number of returns with contributions 420
Contributions amount $988,000
Number of returns with taxable income 3,040
Taxable income amount $55,412,000
Number of returns with income tax before credits 3,050
Income tax before credits amount $6,860,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,280
Total tax credits amount $1,101,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $102,000
Number of returns with nonrefundable education credit 210
Nonrefundable education credit amount $217,000
Number of returns with retirement savings contribution credit 510
Retirement savings contribution credit amount $91,000
Number of returns with child tax credit 730
Child tax credit amount $638,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $32,000
Number of returns with self-employment tax 250
Self-employment tax amount $549,000
Number of returns with total tax payments 3,130
Total tax payments amount $13,782,000
Number of returns with earned income credit 850
Earned income credit amount [8] $1,855,000
Number of returns with excess earned income credit 720
Excess earned income credit (refundable) amount [9] $1,548,000
Number of returns with additional child tax credit 610
Additional child tax credit amount $823,000
Number of returns with refundable education credit 170
Refundable education credit amount $150,000
Number of returns with income tax 2,470
Income tax amount [10] $5,759,000
Number of returns with tax liability 2,620
Total tax liability amount [11] $6,469,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 420
Tax due at time of filing amount [12] $668,000
Number of returns with overpayments refunded 2,760
Overpayments refunded amount [13] $7,932,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $36,000

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

Number of returns 1,430
Number of single returns 410
Number of joint returns 800
Number of head of household returns 180
Number of returns with paid preparer's signature 620
Number of exemptions 3,330
Number of dependents 1,100
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 220
Number of elderly returns [4] 350
Adjust gross income (AGI) [5] $87,639,000
Number of returns with total income 1,430
Salaries and wages amount $88,486,000
Number of returns with salaries and wages 1,250
Salaries and wages amount $68,493
Number of returns with taxable interest 290
Taxable interest amount $223
Number of returns with ordinary dividends 210
Ordinary dividends amount $314,000
Number of returns with qualified dividends 190
Qualified dividends amount [6] $175
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $19
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $1,993,000
Number of returns with net capital gain (less loss) 150
Net capital gain (less loss) amount $350,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $2,068,000
Number of returns with taxable pensions and annuities 390
Taxable pensions and annuities amount $9,154,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $111,000
Number of returns with taxable Social Security benefits 300
Taxable Social Security benefits amount $4,504,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $1,356,000
Number of returns with total statutory adjustments 400
Total statutory adjustments amount $847,000
Number of returns with educator expenses 30
Educator expenses amount $8,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $117,000
Number of returns with IRA payments 30
IRA payments amount $108,000
Number of returns with student loan interest deduction 210
Student loan interest deduction amount $208,000
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 470
Total itemized deductions amount $8,968,000
Amount of AGI for itemized returns $28,722,000
Number of returns with State and local income taxes 40
State and local income taxes amount $109,000
Number of returns with State and local general sales tax 320
State and local general sales tax amount $434,000
Number of returns with real estate taxes 310
Real estate taxes amount $754,000
Number of returns with taxes paid 420
Taxes paid amount $1,425,000
Number of returns with mortgage interest paid 310
Mortgage interest paid amount $1,939,000
Number of returns with contributions 330
Contributions amount $978,000
Number of returns with taxable income 1,420
Taxable income amount $54,663,000
Number of returns with income tax before credits 1,430
Income tax before credits amount $7,580,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 630
Total tax credits amount $981,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $24,000
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 120
Nonrefundable education credit amount $150,000
Number of returns with retirement savings contribution credit 140
Retirement savings contribution credit amount $21,000
Number of returns with child tax credit 410
Child tax credit amount $673,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $102,000
Number of returns with self-employment tax 140
Self-employment tax amount $382,000
Number of returns with total tax payments 1,410
Total tax payments amount $9,552,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 80
Additional child tax credit amount $115,000
Number of returns with refundable education credit 90
Refundable education credit amount $83,000
Number of returns with income tax 1,340
Income tax amount [10] $6,599,000
Number of returns with tax liability 1,360
Total tax liability amount [11] $7,099,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 330
Tax due at time of filing amount [12] $822,000
Number of returns with overpayments refunded 1,090
Overpayments refunded amount [13] $3,232,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 740
Number of single returns 120
Number of joint returns 570
Number of head of household returns 50
Number of returns with paid preparer's signature 340
Number of exemptions 1,890
Number of dependents 580
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] 220
Adjust gross income (AGI) [5] $64,134,000
Number of returns with total income 740
Salaries and wages amount $64,759,000
Number of returns with salaries and wages 650
Salaries and wages amount $47,812
Number of returns with taxable interest 190
Taxable interest amount $108
Number of returns with ordinary dividends 140
Ordinary dividends amount $466,000
Number of returns with qualified dividends 120
Qualified dividends amount [6] $290
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $26
Number of returns with business or professional net income (less loss) 110
Business or professional net income (less loss) amount $1,190,000
Number of returns with net capital gain (less loss) 110
Net capital gain (less loss) amount $566,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $1,676,000
Number of returns with taxable pensions and annuities 240
Taxable pensions and annuities amount $8,233,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $165,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $3,256,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $993,000
Number of returns with total statutory adjustments 240
Total statutory adjustments amount $625,000
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 30
Self-employment health insurance deduction amount $221,000
Number of returns with IRA payments 40
IRA payments amount $189,000
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $148,000
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 270
Total itemized deductions amount $6,085,000
Amount of AGI for itemized returns $23,615,000
Number of returns with State and local income taxes 50
State and local income taxes amount $141,000
Number of returns with State and local general sales tax 190
State and local general sales tax amount $314,000
Number of returns with real estate taxes 200
Real estate taxes amount $529,000
Number of returns with taxes paid 250
Taxes paid amount $1,056,000
Number of returns with mortgage interest paid 200
Mortgage interest paid amount $1,345,000
Number of returns with contributions 220
Contributions amount $725,000
Number of returns with taxable income 740
Taxable income amount $44,759,000
Number of returns with income tax before credits 740
Income tax before credits amount $6,537,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 300
Total tax credits amount $578,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $12,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $28,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $67,000
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 $392,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 70
Self-employment tax amount $228,000
Number of returns with total tax payments 730
Total tax payments amount $7,393,000
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 40
Refundable education credit amount $34,000
Number of returns with income tax 730
Income tax amount [10] $5,960,000
Number of returns with tax liability 730
Total tax liability amount [11] $6,262,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 190
Tax due at time of filing amount [12] $704,000
Number of returns with overpayments refunded 540
Overpayments refunded amount [13] $1,793,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $1,308,000

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

Number of returns 580
Number of single returns 80
Number of joint returns 470
Number of head of household returns 30
Number of returns with paid preparer's signature 250
Number of exemptions 1,460
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] 50
Number of elderly returns [4] 180
Adjust gross income (AGI) [5] $74,375,000
Number of returns with total income 580
Salaries and wages amount $75,169,000
Number of returns with salaries and wages 510
Salaries and wages amount $53,693
Number of returns with taxable interest 220
Taxable interest amount $212
Number of returns with ordinary dividends 160
Ordinary dividends amount $656,000
Number of returns with qualified dividends 150
Qualified dividends amount [6] $505
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $88
Number of returns with business or professional net income (less loss) 110
Business or professional net income (less loss) amount $1,356,000
Number of returns with net capital gain (less loss) 140
Net capital gain (less loss) amount $2,078,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $3,532,000
Number of returns with taxable pensions and annuities 200
Taxable pensions and annuities amount $7,723,000
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 $3,411,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $2,280,000
Number of returns with total statutory adjustments 200
Total statutory adjustments amount $794,000
Number of returns with educator expenses 20
Educator expenses amount $7,000
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 0
IRA payments amount $0
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $96,000
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 240
Total itemized deductions amount $6,026,000
Amount of AGI for itemized returns $33,149,000
Number of returns with State and local income taxes 90
State and local income taxes amount $701,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $299,000
Number of returns with real estate taxes 200
Real estate taxes amount $726,000
Number of returns with taxes paid 230
Taxes paid amount $1,557,000
Number of returns with mortgage interest paid 180
Mortgage interest paid amount $1,545,000
Number of returns with contributions 200
Contributions amount $759,000
Number of returns with taxable income 570
Taxable income amount $58,404,000
Number of returns with income tax before credits 570
Income tax before credits amount $10,032,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 220
Total tax credits amount $407,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $29,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $37,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $51,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 120
Child tax credit amount $171,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $39,000
Number of returns with self-employment tax 70
Self-employment tax amount $288,000
Number of returns with total tax payments 560
Total tax payments amount $10,240,000
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 $29,000
Number of returns with income tax 570
Income tax amount [10] $9,625,000
Number of returns with tax liability 570
Total tax liability amount [11] $10,055,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 220
Tax due at time of filing amount [12] $1,287,000
Number of returns with overpayments refunded 350
Overpayments refunded amount [13] $1,427,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

Adjusted Gross Income: $200,000 or more

Number of returns 80
Number of single returns 0
Number of joint returns 70
Number of head of household returns 0
Number of returns with paid preparer's signature 50
Number of exemptions 210
Number of dependents 60
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] 30
Adjust gross income (AGI) [5] $35,921,000
Number of returns with total income 80
Salaries and wages amount $35,921,000
Number of returns with salaries and wages 60
Salaries and wages amount $14,989
Number of returns with taxable interest 50
Taxable interest amount $52
Number of returns with ordinary dividends 30
Ordinary dividends amount $569,000
Number of returns with qualified dividends 30
Qualified dividends amount [6] $503
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) 0
Business or professional net income (less loss) amount $0
Number of returns with net capital gain (less loss) 30
Net capital gain (less loss) amount $1,835,000
Number of returns with taxable individual retirement arrangements distributions 20
Taxable individual retirement arrangements distributions amount $1,407,000
Number of returns with taxable pensions and annuities 40
Taxable pensions and annuities amount $3,807,000
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 30
Taxable Social Security benefits amount $620,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $9,846,000
Number of returns with total statutory adjustments 0
Total statutory adjustments amount $0
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 0
Self-employment health insurance deduction amount $0
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 60
Total itemized deductions amount $3,274,000
Amount of AGI for itemized returns $28,538,000
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 30
State and local general sales tax amount $97,000
Number of returns with real estate taxes 50
Real estate taxes amount $390,000
Number of returns with taxes paid 50
Taxes paid amount $1,262,000
Number of returns with mortgage interest paid 40
Mortgage interest paid amount $517,000
Number of returns with contributions 50
Contributions amount $526,000
Number of returns with taxable income 80
Taxable income amount $31,646,000
Number of returns with income tax before credits 80
Income tax before credits amount $8,911,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $115,000
Number of returns with total tax credits 20
Total tax credits amount $31,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
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 0
Self-employment tax amount $0
Number of returns with total tax payments 80
Total tax payments amount $10,872,000
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 80
Income tax amount [10] $8,826,000
Number of returns with tax liability 80
Total tax liability amount [11] $9,019,000
Number of returns with net investment income tax 30
Net investment income tax $122,000
Number of returns with tax due at time of filing 60
Tax due at time of filing amount [12] $1,031,000
Number of returns with overpayments refunded 20
Overpayments refunded amount [13] $257,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

[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.