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ZIP Code Database - Facts & Stats

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ZIP Code 34481 Income Tax Stats

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

ZIP Code 34481 Data

Zip Code:34481
City:Ocala
State:FL [Florida]
Counties: MARION, FL
City Alias(es):Ocala
Area Code:352
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





34481 Income Tax Overview

Total Number of Tax Returns for ZIP Code 34481 [1] 10,730
Total Number of Single Tax Returns for ZIP Code 34481 5,400
Total Number of Joint Tax Returns for ZIP Code 34481 5,530
Total Number of Dependents for ZIP Code 34481 2,010
Total Adjusted Gross Income for ZIP Code 34481 $610,683,000
Average Income per Person for ZIP Code 34481 $34,825
Average Income per Household for ZIP Code 34481 $56,914

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 3,900
Number of single returns 2,360
Number of joint returns 1,190
Number of head of household returns 300
Number of returns with paid preparer's signature 1,640
Number of exemptions 5,670
Number of dependents 740
Total number of volunteer prepared returns [5] 510
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
Number of tax counseling for the elderly (TCE) prepared returns [3] 450
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 310
Number of elderly returns [4] 2,540
Adjust gross income (AGI) [5] $49,025,000
Number of returns with total income 3,900
Salaries and wages amount $49,696,000
Number of returns with salaries and wages 1,660
Salaries and wages amount $19,795
Number of returns with taxable interest 1,380
Taxable interest amount $1,094
Number of returns with ordinary dividends 920
Ordinary dividends amount $2,020,000
Number of returns with qualified dividends 800
Qualified dividends amount [6] $1,179
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) 510
Business or professional net income (less loss) amount $2,836,000
Number of returns with net capital gain (less loss) 790
Net capital gain (less loss) amount $53,000
Number of returns with taxable individual retirement arrangements distributions 1,050
Taxable individual retirement arrangements distributions amount $7,093,000
Number of returns with taxable pensions and annuities 1,680
Taxable pensions and annuities amount $15,150,000
Number of farm returns 30
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $80,000
Number of returns with taxable Social Security benefits 700
Taxable Social Security benefits amount $1,336,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $98,000
Number of returns with total statutory adjustments 500
Total statutory adjustments amount $671,000
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 $123,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 50
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 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 330
Total itemized deductions amount $5,349,000
Amount of AGI for itemized returns $4,769,000
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 270
State and local general sales tax amount $184,000
Number of returns with real estate taxes 250
Real estate taxes amount $506,000
Number of returns with taxes paid 310
Taxes paid amount $747,000
Number of returns with mortgage interest paid 160
Mortgage interest paid amount $751,000
Number of returns with contributions 210
Contributions amount $354,000
Number of returns with taxable income 1,360
Taxable income amount $7,602,000
Number of returns with income tax before credits 1,380
Income tax before credits amount $812,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 260
Total tax credits amount $64,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $18,000
Number of returns with retirement savings contribution credit 90
Retirement savings contribution credit amount $17,000
Number of returns with child tax credit 50
Child tax credit amount $15,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 380
Self-employment tax amount $476,000
Number of returns with total tax payments 2,860
Total tax payments amount $5,306,000
Number of returns with earned income credit 790
Earned income credit amount [8] $1,654,000
Number of returns with excess earned income credit 660
Excess earned income credit (refundable) amount [9] $1,388,000
Number of returns with additional child tax credit 320
Additional child tax credit amount $419,000
Number of returns with refundable education credit 60
Refundable education credit amount $53,000
Number of returns with income tax 1,260
Income tax amount [10] $747,000
Number of returns with tax liability 1,590
Total tax liability amount [11] $1,262,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 420
Tax due at time of filing amount [12] $268,000
Number of returns with overpayments refunded 2,640
Overpayments refunded amount [13] $4,275,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $28,000

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

Number of returns 2,520
Number of single returns 1,110
Number of joint returns 1,170
Number of head of household returns 170
Number of returns with paid preparer's signature 1,150
Number of exemptions 4,270
Number of dependents 580
Total number of volunteer prepared returns [5] 240
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
Number of tax counseling for the elderly (TCE) prepared returns [3] 200
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 200
Number of elderly returns [4] 1,710
Adjust gross income (AGI) [5] $90,295,000
Number of returns with total income 2,520
Salaries and wages amount $91,078,000
Number of returns with salaries and wages 1,180
Salaries and wages amount $34,343
Number of returns with taxable interest 1,080
Taxable interest amount $1,206
Number of returns with ordinary dividends 720
Ordinary dividends amount $2,434,000
Number of returns with qualified dividends 630
Qualified dividends amount [6] $1,520
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $51
Number of returns with business or professional net income (less loss) 250
Business or professional net income (less loss) amount $1,550,000
Number of returns with net capital gain (less loss) 610
Net capital gain (less loss) amount $1,327,000
Number of returns with taxable individual retirement arrangements distributions 860
Taxable individual retirement arrangements distributions amount $9,655,000
Number of returns with taxable pensions and annuities 1,420
Taxable pensions and annuities amount $28,223,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $155,000
Number of returns with taxable Social Security benefits 1,560
Taxable Social Security benefits amount $11,286,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $433,000
Number of returns with total statutory adjustments 340
Total statutory adjustments amount $783,000
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 50
Self-employment health insurance deduction amount $152,000
Number of returns with IRA payments 50
IRA payments amount $236,000
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $75,000
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 480
Total itemized deductions amount $9,002,000
Amount of AGI for itemized returns $17,841,000
Number of returns with State and local income taxes 60
State and local income taxes amount $99,000
Number of returns with State and local general sales tax 360
State and local general sales tax amount $360,000
Number of returns with real estate taxes 380
Real estate taxes amount $932,000
Number of returns with taxes paid 450
Taxes paid amount $1,469,000
Number of returns with mortgage interest paid 240
Mortgage interest paid amount $1,290,000
Number of returns with contributions 370
Contributions amount $1,000,000
Number of returns with taxable income 2,430
Taxable income amount $43,112,000
Number of returns with income tax before credits 2,380
Income tax before credits amount $4,988,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 580
Total tax credits amount $281,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $12,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $32,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $40,000
Number of returns with retirement savings contribution credit 190
Retirement savings contribution credit amount $45,000
Number of returns with child tax credit 160
Child tax credit amount $144,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $23,000
Number of returns with self-employment tax 160
Self-employment tax amount $311,000
Number of returns with total tax payments 2,340
Total tax payments amount $8,394,000
Number of returns with earned income credit 220
Earned income credit amount [8] $514,000
Number of returns with excess earned income credit 180
Excess earned income credit (refundable) amount [9] $432,000
Number of returns with additional child tax credit 140
Additional child tax credit amount $233,000
Number of returns with refundable education credit 30
Refundable education credit amount $31,000
Number of returns with income tax 2,230
Income tax amount [10] $4,706,000
Number of returns with tax liability 2,270
Total tax liability amount [11] $5,082,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 590
Tax due at time of filing amount [12] $714,000
Number of returns with overpayments refunded 1,850
Overpayments refunded amount [13] $3,913,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $94,000

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

Number of returns 1,670
Number of single returns 600
Number of joint returns 1,000
Number of head of household returns 50
Number of returns with paid preparer's signature 870
Number of exemptions 2,940
Number of dependents 270
Total number of volunteer prepared returns [5] 100
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 100
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 80
Number of elderly returns [4] 1,330
Adjust gross income (AGI) [5] $102,670,000
Number of returns with total income 1,670
Salaries and wages amount $103,605,000
Number of returns with salaries and wages 700
Salaries and wages amount $28,070
Number of returns with taxable interest 900
Taxable interest amount $1,417
Number of returns with ordinary dividends 650
Ordinary dividends amount $3,147,000
Number of returns with qualified dividends 600
Qualified dividends amount [6] $2,187
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $57
Number of returns with business or professional net income (less loss) 160
Business or professional net income (less loss) amount $1,412,000
Number of returns with net capital gain (less loss) 590
Net capital gain (less loss) amount $2,204,000
Number of returns with taxable individual retirement arrangements distributions 730
Taxable individual retirement arrangements distributions amount $11,388,000
Number of returns with taxable pensions and annuities 1,160
Taxable pensions and annuities amount $34,901,000
Number of farm returns 20
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 1,220
Taxable Social Security benefits amount $20,109,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $371,000
Number of returns with total statutory adjustments 240
Total statutory adjustments amount $935,000
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 50
Self-employment health insurance deduction amount $267,000
Number of returns with IRA payments 30
IRA payments amount $157,000
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $60,000
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 420
Total itemized deductions amount $8,336,000
Amount of AGI for itemized returns $26,266,000
Number of returns with State and local income taxes 50
State and local income taxes amount $129,000
Number of returns with State and local general sales tax 330
State and local general sales tax amount $443,000
Number of returns with real estate taxes 380
Real estate taxes amount $1,021,000
Number of returns with taxes paid 420
Taxes paid amount $1,677,000
Number of returns with mortgage interest paid 260
Mortgage interest paid amount $1,662,000
Number of returns with contributions 360
Contributions amount $1,439,000
Number of returns with taxable income 1,670
Taxable income amount $67,940,000
Number of returns with income tax before credits 1,660
Income tax before credits amount $9,073,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 390
Total tax credits amount $249,000
Number of returns with foreign tax credit 210
Foreign tax credit amount $27,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $40,000
Number of returns with retirement savings contribution credit 60
Retirement savings contribution credit amount $9,000
Number of returns with child tax credit 80
Child tax credit amount $133,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $24,000
Number of returns with self-employment tax 100
Self-employment tax amount $268,000
Number of returns with total tax payments 1,620
Total tax payments amount $10,259,000
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 $24,000
Number of returns with refundable education credit 40
Refundable education credit amount $40,000
Number of returns with income tax 1,630
Income tax amount [10] $8,824,000
Number of returns with tax liability 1,640
Total tax liability amount [11] $9,128,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 590
Tax due at time of filing amount [12] $1,222,000
Number of returns with overpayments refunded 1,020
Overpayments refunded amount [13] $2,225,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $104,000

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

Number of returns 1,120
Number of single returns 200
Number of joint returns 880
Number of head of household returns 30
Number of returns with paid preparer's signature 590
Number of exemptions 2,200
Number of dependents 200
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] 40
Number of elderly returns [4] 910
Adjust gross income (AGI) [5] $97,036,000
Number of returns with total income 1,120
Salaries and wages amount $97,708,000
Number of returns with salaries and wages 490
Salaries and wages amount $25,512
Number of returns with taxable interest 720
Taxable interest amount $1,085
Number of returns with ordinary dividends 550
Ordinary dividends amount $3,165,000
Number of returns with qualified dividends 500
Qualified dividends amount [6] $2,096
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $42
Number of returns with business or professional net income (less loss) 90
Business or professional net income (less loss) amount $699,000
Number of returns with net capital gain (less loss) 490
Net capital gain (less loss) amount $2,950,000
Number of returns with taxable individual retirement arrangements distributions 580
Taxable individual retirement arrangements distributions amount $11,274,000
Number of returns with taxable pensions and annuities 820
Taxable pensions and annuities amount $32,238,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $190,000
Number of returns with taxable Social Security benefits 850
Taxable Social Security benefits amount $19,694,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $787,000
Number of returns with total statutory adjustments 160
Total statutory adjustments amount $672,000
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 30
IRA payments amount $143,000
Number of returns with student loan interest deduction 30
Student loan interest deduction amount $48,000
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 360
Total itemized deductions amount $7,905,000
Amount of AGI for itemized returns $31,730,000
Number of returns with State and local income taxes 70
State and local income taxes amount $249,000
Number of returns with State and local general sales tax 260
State and local general sales tax amount $394,000
Number of returns with real estate taxes 340
Real estate taxes amount $1,122,000
Number of returns with taxes paid 360
Taxes paid amount $1,825,000
Number of returns with mortgage interest paid 250
Mortgage interest paid amount $1,542,000
Number of returns with contributions 310
Contributions amount $1,381,000
Number of returns with taxable income 1,110
Taxable income amount $70,136,000
Number of returns with income tax before credits 1,110
Income tax before credits amount $9,617,000
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 $217,000
Number of returns with foreign tax credit 190
Foreign tax credit amount $14,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $21,000
Number of returns with nonrefundable education credit 20
Nonrefundable education credit amount $32,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 60
Child tax credit amount $98,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $42,000
Number of returns with self-employment tax 50
Self-employment tax amount $137,000
Number of returns with total tax payments 1,100
Total tax payments amount $10,366,000
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 1,110
Income tax amount [10] $9,400,000
Number of returns with tax liability 1,100
Total tax liability amount [11] $9,581,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 430
Tax due at time of filing amount [12] $1,040,000
Number of returns with overpayments refunded 630
Overpayments refunded amount [13] $1,672,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $138,000

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

Number of returns 1,310
Number of single returns 180
Number of joint returns 1,120
Number of head of household returns 0
Number of returns with paid preparer's signature 720
Number of exemptions 2,610
Number of dependents 180
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 20
Number of elderly returns [4] 1,100
Adjust gross income (AGI) [5] $171,454,000
Number of returns with total income 1,310
Salaries and wages amount $172,716,000
Number of returns with salaries and wages 570
Salaries and wages amount $42,306
Number of returns with taxable interest 980
Taxable interest amount $2,427
Number of returns with ordinary dividends 790
Ordinary dividends amount $8,547,000
Number of returns with qualified dividends 750
Qualified dividends amount [6] $6,133
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $155
Number of returns with business or professional net income (less loss) 140
Business or professional net income (less loss) amount $1,835,000
Number of returns with net capital gain (less loss) 700
Net capital gain (less loss) amount $10,098,000
Number of returns with taxable individual retirement arrangements distributions 740
Taxable individual retirement arrangements distributions amount $23,756,000
Number of returns with taxable pensions and annuities 1,000
Taxable pensions and annuities amount $53,426,000
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 1,010
Taxable Social Security benefits amount $26,188,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $1,691,000
Number of returns with total statutory adjustments 240
Total statutory adjustments amount $1,262,000
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 $248,000
Number of returns with IRA payments 40
IRA payments amount $287,000
Number of returns with student loan interest deduction 40
Student loan interest deduction amount $43,000
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 590
Total itemized deductions amount $14,346,000
Amount of AGI for itemized returns $78,672,000
Number of returns with State and local income taxes 130
State and local income taxes amount $709,000
Number of returns with State and local general sales tax 420
State and local general sales tax amount $840,000
Number of returns with real estate taxes 560
Real estate taxes amount $2,378,000
Number of returns with taxes paid 580
Taxes paid amount $4,044,000
Number of returns with mortgage interest paid 390
Mortgage interest paid amount $2,740,000
Number of returns with contributions 530
Contributions amount $2,912,000
Number of returns with taxable income 1,310
Taxable income amount $136,630,000
Number of returns with income tax before credits 1,300
Income tax before credits amount $22,320,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 420
Total tax credits amount $314,000
Number of returns with foreign tax credit 320
Foreign tax credit amount $60,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $45,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 30
Child tax credit amount $48,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $70,000
Number of returns with self-employment tax 100
Self-employment tax amount $340,000
Number of returns with total tax payments 1,290
Total tax payments amount $21,993,000
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 $26,000
Number of returns with income tax 1,300
Income tax amount [10] $22,006,000
Number of returns with tax liability 1,300
Total tax liability amount [11] $22,427,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 630
Tax due at time of filing amount [12] $2,768,000
Number of returns with overpayments refunded 590
Overpayments refunded amount [13] $1,997,000
Number of returns with credit to next year’s estimated tax 100
Credited to next year’s estimated tax amount $326,000

Adjusted Gross Income: $200,000 or more

Number of returns 210
Number of single returns 40
Number of joint returns 170
Number of head of household returns 0
Number of returns with paid preparer's signature 140
Number of exemptions 410
Number of dependents 40
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] 170
Adjust gross income (AGI) [5] $100,203,000
Number of returns with total income 210
Salaries and wages amount $101,301,000
Number of returns with salaries and wages 120
Salaries and wages amount $20,021
Number of returns with taxable interest 170
Taxable interest amount $1,661
Number of returns with ordinary dividends 150
Ordinary dividends amount $14,280,000
Number of returns with qualified dividends 140
Qualified dividends amount [6] $9,122
Number of returns with state and local income tax refunds 20
State and local income tax refunds amount $56
Number of returns with business or professional net income (less loss) 30
Business or professional net income (less loss) amount $1,511,000
Number of returns with net capital gain (less loss) 150
Net capital gain (less loss) amount $15,684,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $6,167,000
Number of returns with taxable pensions and annuities 140
Taxable pensions and annuities amount $9,692,000
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 140
Taxable Social Security benefits amount $3,915,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $13,453,000
Number of returns with total statutory adjustments 60
Total statutory adjustments amount $1,098,000
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 $314,000
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 130
Total itemized deductions amount $8,393,000
Amount of AGI for itemized returns $73,396,000
Number of returns with State and local income taxes 50
State and local income taxes amount $642,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $215,000
Number of returns with real estate taxes 130
Real estate taxes amount $944,000
Number of returns with taxes paid 130
Taxes paid amount $1,838,000
Number of returns with mortgage interest paid 90
Mortgage interest paid amount $680,000
Number of returns with contributions 120
Contributions amount $4,592,000
Number of returns with taxable income 210
Taxable income amount $82,919,000
Number of returns with income tax before credits 210
Income tax before credits amount $21,011,000
Number of returns with alternative minimum tax 60
Alternative minimum tax amount $192,000
Number of returns with total tax credits 90
Total tax credits amount $279,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $390,000
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 30
Self-employment tax amount $184,000
Number of returns with total tax payments 210
Total tax payments amount $20,941,000
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] $19,462,000
Number of returns with tax liability 210
Total tax liability amount [11] $20,532,000
Number of returns with net investment income tax 110
Net investment income tax $781,000
Number of returns with tax due at time of filing 120
Tax due at time of filing amount [12] $2,247,000
Number of returns with overpayments refunded 50
Overpayments refunded amount [13] $484,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $1,431,000

[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.