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ZIP Code Database - Facts & Stats

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ZIP Code 33920 Income Tax Stats

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

ZIP Code 33920 Data

Zip Code:33920
City:Alva
State:FL [Florida]
Counties: LEE, FL
City Alias(es):Alva
Area Code:863
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





33920 Income Tax Overview

Total Number of Tax Returns for ZIP Code 33920 [1] 2,970
Total Number of Single Tax Returns for ZIP Code 33920 1,310
Total Number of Joint Tax Returns for ZIP Code 33920 1,460
Total Number of Dependents for ZIP Code 33920 1,480
Total Adjusted Gross Income for ZIP Code 33920 $259,983,000
Average Income per Person for ZIP Code 33920 $52,554
Average Income per Household for ZIP Code 33920 $87,536

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 880
Number of single returns 580
Number of joint returns 170
Number of head of household returns 110
Number of returns with paid preparer's signature 400
Number of exemptions 1,210
Number of dependents 300
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
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] 250
Adjust gross income (AGI) [5] $11,132,000
Number of returns with total income 880
Salaries and wages amount $11,341,000
Number of returns with salaries and wages 600
Salaries and wages amount $7,510
Number of returns with taxable interest 180
Taxable interest amount $203
Number of returns with ordinary dividends 110
Ordinary dividends amount $284,000
Number of returns with qualified dividends 100
Qualified dividends amount [6] $201
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) 170
Business or professional net income (less loss) amount $1,327,000
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $48,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $448,000
Number of returns with taxable pensions and annuities 140
Taxable pensions and annuities amount $1,209,000
Number of farm returns 30
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 70
Taxable Social Security benefits amount $171,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $146,000
Number of returns with total statutory adjustments 180
Total statutory adjustments amount $209,000
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 $79,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 20
Student loan interest deduction amount $23,000
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 100
Total itemized deductions amount $1,636,000
Amount of AGI for itemized returns $1,295,000
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 60
State and local general sales tax amount $58,000
Number of returns with real estate taxes 60
Real estate taxes amount $177,000
Number of returns with taxes paid 80
Taxes paid amount $265,000
Number of returns with mortgage interest paid 40
Mortgage interest paid amount $321,000
Number of returns with contributions 50
Contributions amount $124,000
Number of returns with taxable income 370
Taxable income amount $2,251,000
Number of returns with income tax before credits 370
Income tax before credits amount $244,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 70
Total tax credits amount $25,000
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 20
Retirement savings contribution credit amount $5,000
Number of returns with child tax credit 20
Child tax credit amount $10,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 150
Self-employment tax amount $229,000
Number of returns with total tax payments 750
Total tax payments amount $1,735,000
Number of returns with earned income credit 260
Earned income credit amount [8] $615,000
Number of returns with excess earned income credit 200
Excess earned income credit (refundable) amount [9] $499,000
Number of returns with additional child tax credit 140
Additional child tax credit amount $185,000
Number of returns with refundable education credit 20
Refundable education credit amount $17,000
Number of returns with income tax 330
Income tax amount [10] $218,000
Number of returns with tax liability 440
Total tax liability amount [11] $462,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 110
Tax due at time of filing amount [12] $103,000
Number of returns with overpayments refunded 680
Overpayments refunded amount [13] $1,326,000
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 670
Number of single returns 350
Number of joint returns 210
Number of head of household returns 100
Number of returns with paid preparer's signature 310
Number of exemptions 1,170
Number of dependents 300
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 100
Number of elderly returns [4] 210
Adjust gross income (AGI) [5] $24,456,000
Number of returns with total income 670
Salaries and wages amount $24,719,000
Number of returns with salaries and wages 520
Salaries and wages amount $17,199
Number of returns with taxable interest 170
Taxable interest amount $236
Number of returns with ordinary dividends 100
Ordinary dividends amount $373,000
Number of returns with qualified dividends 90
Qualified dividends amount [6] $240
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) 80
Business or professional net income (less loss) amount $503,000
Number of returns with net capital gain (less loss) 90
Net capital gain (less loss) amount $327,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $947,000
Number of returns with taxable pensions and annuities 160
Taxable pensions and annuities amount $2,931,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $97,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $1,332,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $884,000
Number of returns with total statutory adjustments 130
Total statutory adjustments amount $263,000
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 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 60
Student loan interest deduction amount $56,000
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 160
Total itemized deductions amount $3,114,000
Amount of AGI for itemized returns $6,143,000
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 100
State and local general sales tax amount $90,000
Number of returns with real estate taxes 110
Real estate taxes amount $293,000
Number of returns with taxes paid 130
Taxes paid amount $408,000
Number of returns with mortgage interest paid 90
Mortgage interest paid amount $561,000
Number of returns with contributions 80
Contributions amount $281,000
Number of returns with taxable income 640
Taxable income amount $12,412,000
Number of returns with income tax before credits 640
Income tax before credits amount $1,521,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 210
Total tax credits amount $174,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $24,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $58,000
Number of returns with retirement savings contribution credit 60
Retirement savings contribution credit amount $14,000
Number of returns with child tax credit 120
Child tax credit amount $107,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 60
Self-employment tax amount $126,000
Number of returns with total tax payments 640
Total tax payments amount $2,774,000
Number of returns with earned income credit 110
Earned income credit amount [8] $239,000
Number of returns with excess earned income credit 90
Excess earned income credit (refundable) amount [9] $196,000
Number of returns with additional child tax credit 90
Additional child tax credit amount $114,000
Number of returns with refundable education credit 30
Refundable education credit amount $21,000
Number of returns with income tax 550
Income tax amount [10] $1,348,000
Number of returns with tax liability 580
Total tax liability amount [11] $1,508,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 110
Tax due at time of filing amount [12] $172,000
Number of returns with overpayments refunded 550
Overpayments refunded amount [13] $1,385,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $109,000

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

Number of returns 410
Number of single returns 140
Number of joint returns 220
Number of head of household returns 30
Number of returns with paid preparer's signature 230
Number of exemptions 810
Number of dependents 190
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] 170
Adjust gross income (AGI) [5] $25,049,000
Number of returns with total income 410
Salaries and wages amount $25,442,000
Number of returns with salaries and wages 310
Salaries and wages amount $16,920
Number of returns with taxable interest 150
Taxable interest amount $396
Number of returns with ordinary dividends 90
Ordinary dividends amount $714,000
Number of returns with qualified dividends 90
Qualified dividends amount [6] $464
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) 80
Business or professional net income (less loss) amount $545,000
Number of returns with net capital gain (less loss) 110
Net capital gain (less loss) amount $441,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $953,000
Number of returns with taxable pensions and annuities 120
Taxable pensions and annuities amount $2,698,000
Number of farm returns 30
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 130
Taxable Social Security benefits amount $2,045,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $713,000
Number of returns with total statutory adjustments 110
Total statutory adjustments amount $393,000
Number of returns with educator expenses 40
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $136,000
Number of returns with IRA payments 30
IRA payments amount $202,000
Number of returns with student loan interest deduction 40
Student loan interest deduction amount $49,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $117,000
Number of returns with itemized deductions 170
Total itemized deductions amount $3,525,000
Amount of AGI for itemized returns $10,310,000
Number of returns with State and local income taxes 30
State and local income taxes amount $74,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $131,000
Number of returns with real estate taxes 120
Real estate taxes amount $437,000
Number of returns with taxes paid 140
Taxes paid amount $605,000
Number of returns with mortgage interest paid 100
Mortgage interest paid amount $734,000
Number of returns with contributions 100
Contributions amount $335,000
Number of returns with taxable income 400
Taxable income amount $15,728,000
Number of returns with income tax before credits 400
Income tax before credits amount $2,175,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 150
Total tax credits amount $165,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $2,000
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 20
Retirement savings contribution credit amount $5,000
Number of returns with child tax credit 90
Child tax credit amount $115,000
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 $117,000
Number of returns with total tax payments 380
Total tax payments amount $2,738,000
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 20
Additional child tax credit amount $30,000
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 380
Income tax amount [10] $2,010,000
Number of returns with tax liability 390
Total tax liability amount [11] $2,155,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 110
Tax due at time of filing amount [12] $350,000
Number of returns with overpayments refunded 280
Overpayments refunded amount [13] $838,000
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 340
Number of single returns 60
Number of joint returns 260
Number of head of household returns 30
Number of returns with paid preparer's signature 190
Number of exemptions 830
Number of dependents 230
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 30
Number of elderly returns [4] 140
Adjust gross income (AGI) [5] $29,313,000
Number of returns with total income 340
Salaries and wages amount $29,741,000
Number of returns with salaries and wages 250
Salaries and wages amount $17,876
Number of returns with taxable interest 160
Taxable interest amount $486
Number of returns with ordinary dividends 100
Ordinary dividends amount $625,000
Number of returns with qualified dividends 90
Qualified dividends amount [6] $455
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) 60
Business or professional net income (less loss) amount $886,000
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $655,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $1,601,000
Number of returns with taxable pensions and annuities 120
Taxable pensions and annuities amount $4,444,000
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 120
Taxable Social Security benefits amount $2,518,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $751,000
Number of returns with total statutory adjustments 100
Total statutory adjustments amount $428,000
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 $141,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 40
Student loan interest deduction amount $47,000
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 160
Total itemized deductions amount $4,029,000
Amount of AGI for itemized returns $14,291,000
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 110
State and local general sales tax amount $140,000
Number of returns with real estate taxes 120
Real estate taxes amount $490,000
Number of returns with taxes paid 130
Taxes paid amount $692,000
Number of returns with mortgage interest paid 100
Mortgage interest paid amount $863,000
Number of returns with contributions 100
Contributions amount $486,000
Number of returns with taxable income 330
Taxable income amount $19,788,000
Number of returns with income tax before credits 330
Income tax before credits amount $2,825,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 140
Total tax credits amount $225,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $15,000
Number of returns with nonrefundable education credit 20
Nonrefundable education credit amount $30,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 100
Child tax credit amount $157,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 40
Self-employment tax amount $155,000
Number of returns with total tax payments 330
Total tax payments amount $3,544,000
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 20
Refundable education credit amount $19,000
Number of returns with income tax 320
Income tax amount [10] $2,601,000
Number of returns with tax liability 330
Total tax liability amount [11] $2,774,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 100
Tax due at time of filing amount [12] $354,000
Number of returns with overpayments refunded 220
Overpayments refunded amount [13] $1,043,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $74,000

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

Number of returns 480
Number of single returns 40
Number of joint returns 430
Number of head of household returns 0
Number of returns with paid preparer's signature 290
Number of exemptions 1,240
Number of dependents 330
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 30
Number of elderly returns [4] 210
Adjust gross income (AGI) [5] $64,752,000
Number of returns with total income 480
Salaries and wages amount $65,925,000
Number of returns with salaries and wages 400
Salaries and wages amount $41,140
Number of returns with taxable interest 270
Taxable interest amount $708
Number of returns with ordinary dividends 160
Ordinary dividends amount $994,000
Number of returns with qualified dividends 150
Qualified dividends amount [6] $617
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) 80
Business or professional net income (less loss) amount $1,022,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $2,384,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $2,980,000
Number of returns with taxable pensions and annuities 180
Taxable pensions and annuities amount $8,067,000
Number of farm returns 50
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 150
Taxable Social Security benefits amount $3,817,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $4,880,000
Number of returns with total statutory adjustments 180
Total statutory adjustments amount $1,173,000
Number of returns with educator expenses 30
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 40
Self-employment health insurance deduction amount $390,000
Number of returns with IRA payments 40
IRA payments amount $256,000
Number of returns with student loan interest deduction 40
Student loan interest deduction amount $46,000
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 300
Total itemized deductions amount $8,388,000
Amount of AGI for itemized returns $41,015,000
Number of returns with State and local income taxes 50
State and local income taxes amount $667,000
Number of returns with State and local general sales tax 210
State and local general sales tax amount $425,000
Number of returns with real estate taxes 250
Real estate taxes amount $1,133,000
Number of returns with taxes paid 260
Taxes paid amount $1,780,000
Number of returns with mortgage interest paid 220
Mortgage interest paid amount $2,154,000
Number of returns with contributions 220
Contributions amount $1,158,000
Number of returns with taxable income 480
Taxable income amount $49,260,000
Number of returns with income tax before credits 480
Income tax before credits amount $8,314,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 190
Total tax credits amount $247,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $25,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $56,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 80
Child tax credit amount $112,000
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 $213,000
Number of returns with total tax payments 470
Total tax payments amount $8,670,000
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 $31,000
Number of returns with income tax 480
Income tax amount [10] $8,067,000
Number of returns with tax liability 480
Total tax liability amount [11] $8,339,000
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] $1,167,000
Number of returns with overpayments refunded 270
Overpayments refunded amount [13] $1,314,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $169,000

Adjusted Gross Income: $200,000 or more

Number of returns 190
Number of single returns 20
Number of joint returns 170
Number of head of household returns 0
Number of returns with paid preparer's signature 160
Number of exemptions 490
Number of dependents 130
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 0
Number of elderly returns [4] 90
Adjust gross income (AGI) [5] $105,281,000
Number of returns with total income 190
Salaries and wages amount $107,620,000
Number of returns with salaries and wages 160
Salaries and wages amount $31,755
Number of returns with taxable interest 160
Taxable interest amount $1,205
Number of returns with ordinary dividends 110
Ordinary dividends amount $12,634,000
Number of returns with qualified dividends 110
Qualified dividends amount [6] $4,102
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) 40
Business or professional net income (less loss) amount $1,623,000
Number of returns with net capital gain (less loss) 130
Net capital gain (less loss) amount $18,827,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $1,608,000
Number of returns with taxable pensions and annuities 50
Taxable pensions and annuities amount $2,901,000
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 70
Taxable Social Security benefits amount $1,599,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $32,797,000
Number of returns with total statutory adjustments 90
Total statutory adjustments amount $2,339,000
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 50
Self-employment health insurance deduction amount $594,000
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 40
Domestic production activities deduction amount $1,185,000
Number of returns with itemized deductions 150
Total itemized deductions amount $8,034,000
Amount of AGI for itemized returns $83,424,000
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 120
State and local general sales tax amount $296,000
Number of returns with real estate taxes 140
Real estate taxes amount $1,407,000
Number of returns with taxes paid 140
Taxes paid amount $2,552,000
Number of returns with mortgage interest paid 100
Mortgage interest paid amount $1,255,000
Number of returns with contributions 130
Contributions amount $2,312,000
Number of returns with taxable income 190
Taxable income amount $95,613,000
Number of returns with income tax before credits 190
Income tax before credits amount $26,708,000
Number of returns with alternative minimum tax 50
Alternative minimum tax amount $359,000
Number of returns with total tax credits 90
Total tax credits amount $308,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $87,000
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 $250,000
Number of returns with total tax payments 190
Total tax payments amount $23,418,000
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 190
Income tax amount [10] $23,300,000
Number of returns with tax liability 190
Total tax liability amount [11] $24,412,000
Number of returns with net investment income tax 120
Net investment income tax $768,000
Number of returns with tax due at time of filing 90
Tax due at time of filing amount [12] $4,471,000
Number of returns with overpayments refunded 50
Overpayments refunded amount [13] $988,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $2,442,000

[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.