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ZIP Code Database - Facts & Stats

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ZIP Code 34482 Income Tax Stats

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

ZIP Code 34482 Data

Zip Code:34482
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]





34482 Income Tax Overview

Total Number of Tax Returns for ZIP Code 34482 [1] 8,620
Total Number of Single Tax Returns for ZIP Code 34482 3,030
Total Number of Joint Tax Returns for ZIP Code 34482 3,210
Total Number of Dependents for ZIP Code 34482 4,890
Total Adjusted Gross Income for ZIP Code 34482 $509,824,000
Average Income per Person for ZIP Code 34482 $22,659
Average Income per Household for ZIP Code 34482 $59,144

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 3,750
Number of single returns 2,170
Number of joint returns 690
Number of head of household returns 830
Number of returns with paid preparer's signature 1,650
Number of exemptions 6,290
Number of dependents 2,160
Total number of volunteer prepared returns [5] 170
Number of volunteer income tax assistance (VITA) prepared returns [3] 90
Number of tax counseling for the elderly (TCE) prepared returns [3] 80
Number of volunteer prepared returns with Earned Income Credit 40
Number of refund anticipation check returns [3] 720
Number of elderly returns [4] 1,020
Adjust gross income (AGI) [5] $49,810,000
Number of returns with total income 3,750
Salaries and wages amount $50,702,000
Number of returns with salaries and wages 2,670
Salaries and wages amount $35,943
Number of returns with taxable interest 510
Taxable interest amount $497
Number of returns with ordinary dividends 320
Ordinary dividends amount $751,000
Number of returns with qualified dividends 280
Qualified dividends amount [6] $459
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) 790
Business or professional net income (less loss) amount $5,111,000
Number of returns with net capital gain (less loss) 290
Net capital gain (less loss) amount $187,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $1,940,000
Number of returns with taxable pensions and annuities 610
Taxable pensions and annuities amount $5,894,000
Number of farm returns 50
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $98,000
Number of returns with taxable Social Security benefits 250
Taxable Social Security benefits amount $452,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $309,000
Number of returns with total statutory adjustments 740
Total statutory adjustments amount $892,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $198,000
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 $38,000
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 $3,855,000
Amount of AGI for itemized returns $3,627,000
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 180
State and local general sales tax amount $134,000
Number of returns with real estate taxes 150
Real estate taxes amount $360,000
Number of returns with taxes paid 210
Taxes paid amount $539,000
Number of returns with mortgage interest paid 120
Mortgage interest paid amount $573,000
Number of returns with contributions 140
Contributions amount $354,000
Number of returns with taxable income 1,420
Taxable income amount $8,217,000
Number of returns with income tax before credits 1,450
Income tax before credits amount $895,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 410
Total tax credits amount $130,000
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 $10,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $41,000
Number of returns with retirement savings contribution credit 150
Retirement savings contribution credit amount $24,000
Number of returns with child tax credit 150
Child tax credit amount $49,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 650
Self-employment tax amount $914,000
Number of returns with total tax payments 3,310
Total tax payments amount $9,247,000
Number of returns with earned income credit 1,550
Earned income credit amount [8] $4,490,000
Number of returns with excess earned income credit 1,360
Excess earned income credit (refundable) amount [9] $3,884,000
Number of returns with additional child tax credit 990
Additional child tax credit amount $1,301,000
Number of returns with refundable education credit 130
Refundable education credit amount $113,000
Number of returns with income tax 1,180
Income tax amount [10] $765,000
Number of returns with tax liability 1,770
Total tax liability amount [11] $1,750,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 390
Tax due at time of filing amount [12] $345,000
Number of returns with overpayments refunded 3,050
Overpayments refunded amount [13] $7,782,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $33,000

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

Number of returns 2,270
Number of single returns 970
Number of joint returns 730
Number of head of household returns 510
Number of returns with paid preparer's signature 1,110
Number of exemptions 4,600
Number of dependents 1,600
Total number of volunteer prepared returns [5] 90
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 410
Number of elderly returns [4] 700
Adjust gross income (AGI) [5] $80,595,000
Number of returns with total income 2,270
Salaries and wages amount $81,412,000
Number of returns with salaries and wages 1,800
Salaries and wages amount $59,269
Number of returns with taxable interest 430
Taxable interest amount $492
Number of returns with ordinary dividends 290
Ordinary dividends amount $1,112,000
Number of returns with qualified dividends 260
Qualified dividends amount [6] $685
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $28
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $2,053,000
Number of returns with net capital gain (less loss) 270
Net capital gain (less loss) amount $739,000
Number of returns with taxable individual retirement arrangements distributions 280
Taxable individual retirement arrangements distributions amount $3,061,000
Number of returns with taxable pensions and annuities 560
Taxable pensions and annuities amount $9,796,000
Number of farm returns 40
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $121,000
Number of returns with taxable Social Security benefits 580
Taxable Social Security benefits amount $4,084,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $374,000
Number of returns with total statutory adjustments 370
Total statutory adjustments amount $817,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
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 $205,000
Number of returns with IRA payments 50
IRA payments amount $177,000
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $92,000
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 370
Total itemized deductions amount $6,441,000
Amount of AGI for itemized returns $13,886,000
Number of returns with State and local income taxes 40
State and local income taxes amount $64,000
Number of returns with State and local general sales tax 260
State and local general sales tax amount $310,000
Number of returns with real estate taxes 260
Real estate taxes amount $582,000
Number of returns with taxes paid 340
Taxes paid amount $1,017,000
Number of returns with mortgage interest paid 210
Mortgage interest paid amount $1,155,000
Number of returns with contributions 250
Contributions amount $749,000
Number of returns with taxable income 2,140
Taxable income amount $38,120,000
Number of returns with income tax before credits 2,130
Income tax before credits amount $4,566,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 880
Total tax credits amount $697,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $68,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $87,000
Number of returns with retirement savings contribution credit 280
Retirement savings contribution credit amount $59,000
Number of returns with child tax credit 510
Child tax credit amount $454,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $21,000
Number of returns with self-employment tax 190
Self-employment tax amount $424,000
Number of returns with total tax payments 2,180
Total tax payments amount $9,262,000
Number of returns with earned income credit 570
Earned income credit amount [8] $1,347,000
Number of returns with excess earned income credit 480
Excess earned income credit (refundable) amount [9] $1,173,000
Number of returns with additional child tax credit 470
Additional child tax credit amount $702,000
Number of returns with refundable education credit 80
Refundable education credit amount $61,000
Number of returns with income tax 1,710
Income tax amount [10] $3,869,000
Number of returns with tax liability 1,810
Total tax liability amount [11] $4,400,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 360
Tax due at time of filing amount [12] $569,000
Number of returns with overpayments refunded 1,870
Overpayments refunded amount [13] $5,355,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $42,000

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

Number of returns 1,000
Number of single returns 340
Number of joint returns 550
Number of head of household returns 110
Number of returns with paid preparer's signature 530
Number of exemptions 2,040
Number of dependents 490
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
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] 120
Number of elderly returns [4] 500
Adjust gross income (AGI) [5] $61,978,000
Number of returns with total income 1,000
Salaries and wages amount $62,761,000
Number of returns with salaries and wages 680
Salaries and wages amount $35,134
Number of returns with taxable interest 380
Taxable interest amount $977
Number of returns with ordinary dividends 270
Ordinary dividends amount $1,900,000
Number of returns with qualified dividends 250
Qualified dividends amount [6] $1,468
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) 150
Business or professional net income (less loss) amount $1,796,000
Number of returns with net capital gain (less loss) 250
Net capital gain (less loss) amount $1,349,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $3,373,000
Number of returns with taxable pensions and annuities 400
Taxable pensions and annuities amount $10,946,000
Number of farm returns 30
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $157,000
Number of returns with taxable Social Security benefits 430
Taxable Social Security benefits amount $6,740,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $707,000
Number of returns with total statutory adjustments 230
Total statutory adjustments amount $783,000
Number of returns with educator expenses 40
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $605,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $204,000
Number of returns with IRA payments 40
IRA payments amount $223,000
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $70,000
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 290
Total itemized deductions amount $6,154,000
Amount of AGI for itemized returns $18,477,000
Number of returns with State and local income taxes 30
State and local income taxes amount $67,000
Number of returns with State and local general sales tax 230
State and local general sales tax amount $289,000
Number of returns with real estate taxes 230
Real estate taxes amount $714,000
Number of returns with taxes paid 290
Taxes paid amount $1,119,000
Number of returns with mortgage interest paid 190
Mortgage interest paid amount $1,261,000
Number of returns with contributions 220
Contributions amount $969,000
Number of returns with taxable income 1,000
Taxable income amount $40,065,000
Number of returns with income tax before credits 990
Income tax before credits amount $5,448,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 330
Total tax credits amount $402,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $10,000
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 50
Nonrefundable education credit amount $53,000
Number of returns with retirement savings contribution credit 70
Retirement savings contribution credit amount $11,000
Number of returns with child tax credit 180
Child tax credit amount $274,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 110
Self-employment tax amount $348,000
Number of returns with total tax payments 960
Total tax payments amount $6,774,000
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 40
Additional child tax credit amount $58,000
Number of returns with refundable education credit 60
Refundable education credit amount $51,000
Number of returns with income tax 940
Income tax amount [10] $5,046,000
Number of returns with tax liability 960
Total tax liability amount [11] $5,465,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 320
Tax due at time of filing amount [12] $741,000
Number of returns with overpayments refunded 650
Overpayments refunded amount [13] $1,885,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $140,000

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

Number of returns 630
Number of single returns 150
Number of joint returns 460
Number of head of household returns 0
Number of returns with paid preparer's signature 350
Number of exemptions 1,350
Number of dependents 260
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] 40
Number of elderly returns [4] 370
Adjust gross income (AGI) [5] $54,678,000
Number of returns with total income 630
Salaries and wages amount $55,244,000
Number of returns with salaries and wages 410
Salaries and wages amount $27,913
Number of returns with taxable interest 300
Taxable interest amount $819
Number of returns with ordinary dividends 220
Ordinary dividends amount $1,739,000
Number of returns with qualified dividends 210
Qualified dividends amount [6] $1,283
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $29
Number of returns with business or professional net income (less loss) 90
Business or professional net income (less loss) amount $1,129,000
Number of returns with net capital gain (less loss) 200
Net capital gain (less loss) amount $1,350,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $4,039,000
Number of returns with taxable pensions and annuities 290
Taxable pensions and annuities amount $10,246,000
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 320
Taxable Social Security benefits amount $6,664,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $925,000
Number of returns with total statutory adjustments 140
Total statutory adjustments amount $566,000
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 $103,000
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 $54,000
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 230
Total itemized deductions amount $5,139,000
Amount of AGI for itemized returns $19,440,000
Number of returns with State and local income taxes 30
State and local income taxes amount $115,000
Number of returns with State and local general sales tax 170
State and local general sales tax amount $258,000
Number of returns with real estate taxes 200
Real estate taxes amount $679,000
Number of returns with taxes paid 220
Taxes paid amount $1,090,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $1,337,000
Number of returns with contributions 170
Contributions amount $917,000
Number of returns with taxable income 630
Taxable income amount $39,053,000
Number of returns with income tax before credits 630
Income tax before credits amount $5,568,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 200
Total tax credits amount $223,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $12,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $13,000
Number of returns with nonrefundable education credit 30
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 100
Child tax credit amount $150,000
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 $241,000
Number of returns with total tax payments 620
Total tax payments amount $6,270,000
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 620
Income tax amount [10] $5,345,000
Number of returns with tax liability 630
Total tax liability amount [11] $5,620,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 210
Tax due at time of filing amount [12] $674,000
Number of returns with overpayments refunded 390
Overpayments refunded amount [13] $1,193,000
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: $100,000 under $200,000

Number of returns 680
Number of single returns 110
Number of joint returns 550
Number of head of household returns 30
Number of returns with paid preparer's signature 440
Number of exemptions 1,470
Number of dependents 240
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] 420
Adjust gross income (AGI) [5] $90,436,000
Number of returns with total income 680
Salaries and wages amount $91,582,000
Number of returns with salaries and wages 450
Salaries and wages amount $42,132
Number of returns with taxable interest 400
Taxable interest amount $824
Number of returns with ordinary dividends 320
Ordinary dividends amount $3,844,000
Number of returns with qualified dividends 290
Qualified dividends amount [6] $2,946
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $47
Number of returns with business or professional net income (less loss) 120
Business or professional net income (less loss) amount $2,010,000
Number of returns with net capital gain (less loss) 300
Net capital gain (less loss) amount $4,977,000
Number of returns with taxable individual retirement arrangements distributions 240
Taxable individual retirement arrangements distributions amount $7,220,000
Number of returns with taxable pensions and annuities 340
Taxable pensions and annuities amount $18,338,000
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 340
Taxable Social Security benefits amount $8,092,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $3,317,000
Number of returns with total statutory adjustments 200
Total statutory adjustments amount $1,146,000
Number of returns with educator expenses 20
Educator expenses amount $5,000
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 $365,000
Number of returns with IRA payments 50
IRA payments amount $374,000
Number of returns with student loan interest deduction 40
Student loan interest deduction amount $63,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $1,250,000
Number of returns with itemized deductions 350
Total itemized deductions amount $9,000,000
Amount of AGI for itemized returns $47,572,000
Number of returns with State and local income taxes 50
State and local income taxes amount $260,000
Number of returns with State and local general sales tax 270
State and local general sales tax amount $493,000
Number of returns with real estate taxes 320
Real estate taxes amount $1,418,000
Number of returns with taxes paid 340
Taxes paid amount $2,218,000
Number of returns with mortgage interest paid 250
Mortgage interest paid amount $2,369,000
Number of returns with contributions 300
Contributions amount $1,645,000
Number of returns with taxable income 680
Taxable income amount $71,227,000
Number of returns with income tax before credits 680
Income tax before credits amount $12,016,000
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 $252,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $39,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $12,000
Number of returns with nonrefundable education credit 30
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 50
Child tax credit amount $76,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $21,000
Number of returns with self-employment tax 90
Self-employment tax amount $404,000
Number of returns with total tax payments 670
Total tax payments amount $12,607,000
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 $18,000
Number of returns with income tax 680
Income tax amount [10] $11,764,000
Number of returns with tax liability 680
Total tax liability amount [11] $12,284,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 300
Tax due at time of filing amount [12] $1,774,000
Number of returns with overpayments refunded 330
Overpayments refunded amount [13] $1,573,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $503,000

Adjusted Gross Income: $200,000 or more

Number of returns 290
Number of single returns 50
Number of joint returns 230
Number of head of household returns 0
Number of returns with paid preparer's signature 250
Number of exemptions 660
Number of dependents 140
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] 150
Adjust gross income (AGI) [5] $172,327,000
Number of returns with total income 290
Salaries and wages amount $175,802,000
Number of returns with salaries and wages 210
Salaries and wages amount $48,627
Number of returns with taxable interest 240
Taxable interest amount $4,524
Number of returns with ordinary dividends 190
Ordinary dividends amount $13,358,000
Number of returns with qualified dividends 190
Qualified dividends amount [6] $8,554
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $277
Number of returns with business or professional net income (less loss) 90
Business or professional net income (less loss) amount $2,126,000
Number of returns with net capital gain (less loss) 210
Net capital gain (less loss) amount $28,078,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $4,742,000
Number of returns with taxable pensions and annuities 90
Taxable pensions and annuities amount $4,741,000
Number of farm returns 40
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 100
Taxable Social Security benefits amount $2,731,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $34,887,000
Number of returns with total statutory adjustments 130
Total statutory adjustments amount $3,475,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $689,000
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 220
Total itemized deductions amount $13,932,000
Amount of AGI for itemized returns $142,121,000
Number of returns with State and local income taxes 60
State and local income taxes amount $3,053,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $423,000
Number of returns with real estate taxes 210
Real estate taxes amount $2,411,000
Number of returns with taxes paid 220
Taxes paid amount $6,094,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $2,453,000
Number of returns with contributions 210
Contributions amount $4,182,000
Number of returns with taxable income 290
Taxable income amount $155,973,000
Number of returns with income tax before credits 290
Income tax before credits amount $41,850,000
Number of returns with alternative minimum tax 100
Alternative minimum tax amount $1,076,000
Number of returns with total tax credits 130
Total tax credits amount $2,093,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $395,000
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 70
Self-employment tax amount $636,000
Number of returns with total tax payments 290
Total tax payments amount $45,298,000
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 290
Income tax amount [10] $39,757,000
Number of returns with tax liability 290
Total tax liability amount [11] $42,211,000
Number of returns with net investment income tax 160
Net investment income tax $1,522,000
Number of returns with tax due at time of filing 130
Tax due at time of filing amount [12] $5,426,000
Number of returns with overpayments refunded 80
Overpayments refunded amount [13] $2,176,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $6,255,000

[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.