Zip Code Database List
1-800-425-1169
Account Login
Find ZIP+4 of Address

Find the ZIP Code, County, and +4 of any U.S. Address

FREE ZIP Code Finder

Find info on any U.S. ZIP Code

Other FREE Lookups

Lookup ZIP Code of any City, State, County or Area Code

FREE Radius Search

Find all ZIP Codes

FREE Distance Calc

Calculate the distance between two U.S. or Canadian ZIP codes.






ZIP Code Database - Facts & Stats

Share |

ZIP Code 34601 Income Tax Stats

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

ZIP Code 34601 Data

Zip Code:34601
City:Brooksville
State:FL [Florida]
Counties: HERNANDO, FL
City Alias(es):Brooksville
Area Code:352
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


34601 Income Tax Overview

Total Number of Tax Returns for ZIP Code 34601 [1] 9,290
Total Number of Single Tax Returns for ZIP Code 34601 3,120
Total Number of Joint Tax Returns for ZIP Code 34601 3,310
Total Number of Dependents for ZIP Code 34601 5,110
Total Adjusted Gross Income for ZIP Code 34601 $458,759,000
Average Income per Person for ZIP Code 34601 $20,539
Average Income per Household for ZIP Code 34601 $49,382

The following tables break down the 2017 Income Tax Statistics into different Gross Income levels.


Adjusted Gross Income: 1 under $25,000

Number of returns 4,170
Number of single returns 2,560
Number of joint returns 670
Number of head of household returns 860
Number of returns with paid preparer's signature 1,710
Number of exemptions 6,490
Number of dependents 2,000
Total number of volunteer prepared returns [5] 130
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
Number of tax counseling for the elderly (TCE) prepared returns [3] 90
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 820
Number of elderly returns [4] 1,130
Adjust gross income (AGI) [5] $53,908,000
Number of returns with total income 4,170
Salaries and wages amount $54,664,000
Number of returns with salaries and wages 3,070
Salaries and wages amount $39,299
Number of returns with taxable interest 640
Taxable interest amount $574
Number of returns with ordinary dividends 330
Ordinary dividends amount $681,000
Number of returns with qualified dividends 290
Qualified dividends amount [6] $444
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) 660
Business or professional net income (less loss) amount $4,352,000
Number of returns with net capital gain (less loss) 280
Net capital gain (less loss) amount $143,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $1,780,000
Number of returns with taxable pensions and annuities 740
Taxable pensions and annuities amount $7,008,000
Number of farm returns 30
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $172,000
Number of returns with taxable Social Security benefits 260
Taxable Social Security benefits amount $456,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount ($60,000)
Number of returns with total statutory adjustments 670
Total statutory adjustments amount $756,000
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 $97,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $50,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $38,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 180
Total itemized deductions amount $3,219,000
Amount of AGI for itemized returns $2,835,000
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 130
State and local general sales tax amount $83,000
Number of returns with real estate taxes 110
Real estate taxes amount $280,000
Number of returns with taxes paid 150
Taxes paid amount $394,000
Number of returns with mortgage interest paid 70
Mortgage interest paid amount $482,000
Number of returns with contributions 110
Contributions amount $319,000
Number of returns with taxable income 1,720
Taxable income amount $10,174,000
Number of returns with income tax before credits 1,770
Income tax before credits amount $1,126,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 440
Total tax credits amount $125,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $0
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $12,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $40,000
Number of returns with retirement savings contribution credit 180
Retirement savings contribution credit amount $32,000
Number of returns with child tax credit 140
Child tax credit amount $39,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $9,000
Number of returns with self-employment tax 540
Self-employment tax amount $734,000
Number of returns with total tax payments 3,750
Total tax payments amount $9,590,000
Number of returns with earned income credit 1,700
Earned income credit amount [8] $4,358,000
Number of returns with excess earned income credit 1,520
Excess earned income credit (refundable) amount [9] $3,866,000
Number of returns with additional child tax credit 930
Additional child tax credit amount $1,180,000
Number of returns with refundable education credit 140
Refundable education credit amount $120,000
Number of returns with income tax 1,500
Income tax amount [10] $1,000,000
Number of returns with tax liability 1,980
Total tax liability amount [11] $1,812,000
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] $300,000
Number of returns with overpayments refunded 3,500
Overpayments refunded amount [13] $8,020,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $48,000

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

Number of returns 2,380
Number of single returns 1,130
Number of joint returns 710
Number of head of household returns 470
Number of returns with paid preparer's signature 1,030
Number of exemptions 4,520
Number of dependents 1,430
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 460
Number of elderly returns [4] 660
Adjust gross income (AGI) [5] $84,381,000
Number of returns with total income 2,380
Salaries and wages amount $85,447,000
Number of returns with salaries and wages 1,960
Salaries and wages amount $65,033
Number of returns with taxable interest 470
Taxable interest amount $443
Number of returns with ordinary dividends 240
Ordinary dividends amount $563,000
Number of returns with qualified dividends 210
Qualified dividends amount [6] $352
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) 240
Business or professional net income (less loss) amount $2,043,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $503,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $2,445,000
Number of returns with taxable pensions and annuities 520
Taxable pensions and annuities amount $9,878,000
Number of farm returns 30
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $95,000
Number of returns with taxable Social Security benefits 520
Taxable Social Security benefits amount $3,417,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $985,000
Number of returns with total statutory adjustments 440
Total statutory adjustments amount $1,066,000
Number of returns with educator expenses 70
Educator expenses amount $16,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $242,000
Number of returns with IRA payments 40
IRA payments amount $207,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $159,000
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 $5,342,000
Amount of AGI for itemized returns $11,156,000
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 220
State and local general sales tax amount $239,000
Number of returns with real estate taxes 210
Real estate taxes amount $538,000
Number of returns with taxes paid 270
Taxes paid amount $815,000
Number of returns with mortgage interest paid 160
Mortgage interest paid amount $970,000
Number of returns with contributions 220
Contributions amount $701,000
Number of returns with taxable income 2,280
Taxable income amount $42,374,000
Number of returns with income tax before credits 2,270
Income tax before credits amount $5,209,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 860
Total tax credits amount $674,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $47,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $92,000
Number of returns with retirement savings contribution credit 350
Retirement savings contribution credit amount $73,000
Number of returns with child tax credit 480
Child tax credit amount $447,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 160
Self-employment tax amount $391,000
Number of returns with total tax payments 2,310
Total tax payments amount $10,075,000
Number of returns with earned income credit 600
Earned income credit amount [8] $1,295,000
Number of returns with excess earned income credit 490
Excess earned income credit (refundable) amount [9] $1,078,000
Number of returns with additional child tax credit 410
Additional child tax credit amount $589,000
Number of returns with refundable education credit 70
Refundable education credit amount $64,000
Number of returns with income tax 1,890
Income tax amount [10] $4,535,000
Number of returns with tax liability 1,980
Total tax liability amount [11] $5,066,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 370
Tax due at time of filing amount [12] $526,000
Number of returns with overpayments refunded 1,980
Overpayments refunded amount [13] $5,422,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $30,000

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

Number of returns 1,120
Number of single returns 360
Number of joint returns 620
Number of head of household returns 120
Number of returns with paid preparer's signature 560
Number of exemptions 2,400
Number of dependents 660
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] 140
Number of elderly returns [4] 450
Adjust gross income (AGI) [5] $68,809,000
Number of returns with total income 1,120
Salaries and wages amount $69,613,000
Number of returns with salaries and wages 880
Salaries and wages amount $46,475
Number of returns with taxable interest 390
Taxable interest amount $369
Number of returns with ordinary dividends 200
Ordinary dividends amount $807,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $568
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $27
Number of returns with business or professional net income (less loss) 150
Business or professional net income (less loss) amount $1,437,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $926,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $2,735,000
Number of returns with taxable pensions and annuities 370
Taxable pensions and annuities amount $10,305,000
Number of farm returns 30
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $136,000
Number of returns with taxable Social Security benefits 380
Taxable Social Security benefits amount $5,835,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $654,000
Number of returns with total statutory adjustments 280
Total statutory adjustments amount $804,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $175,000
Number of returns with IRA payments 40
IRA payments amount $251,000
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $100,000
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 $5,833,000
Amount of AGI for itemized returns $17,828,000
Number of returns with State and local income taxes 50
State and local income taxes amount $92,000
Number of returns with State and local general sales tax 220
State and local general sales tax amount $264,000
Number of returns with real estate taxes 220
Real estate taxes amount $568,000
Number of returns with taxes paid 270
Taxes paid amount $902,000
Number of returns with mortgage interest paid 190
Mortgage interest paid amount $1,180,000
Number of returns with contributions 210
Contributions amount $769,000
Number of returns with taxable income 1,110
Taxable income amount $44,408,000
Number of returns with income tax before credits 1,110
Income tax before credits amount $6,122,000
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 $564,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $28,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $62,000
Number of returns with retirement savings contribution credit 100
Retirement savings contribution credit amount $17,000
Number of returns with child tax credit 260
Child tax credit amount $415,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $31,000
Number of returns with self-employment tax 110
Self-employment tax amount $287,000
Number of returns with total tax payments 1,100
Total tax payments amount $7,774,000
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 50
Additional child tax credit amount $70,000
Number of returns with refundable education credit 40
Refundable education credit amount $34,000
Number of returns with income tax 1,060
Income tax amount [10] $5,559,000
Number of returns with tax liability 1,080
Total tax liability amount [11] $5,936,000
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] $607,000
Number of returns with overpayments refunded 800
Overpayments refunded amount [13] $2,327,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $29,000

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

Number of returns 650
Number of single returns 120
Number of joint returns 470
Number of head of household returns 50
Number of returns with paid preparer's signature 350
Number of exemptions 1,520
Number of dependents 400
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] 70
Number of elderly returns [4] 280
Adjust gross income (AGI) [5] $55,434,000
Number of returns with total income 650
Salaries and wages amount $56,021,000
Number of returns with salaries and wages 490
Salaries and wages amount $35,021
Number of returns with taxable interest 290
Taxable interest amount $486
Number of returns with ordinary dividends 150
Ordinary dividends amount $1,113,000
Number of returns with qualified dividends 140
Qualified dividends amount [6] $807
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 $828,000
Number of returns with net capital gain (less loss) 130
Net capital gain (less loss) amount $1,326,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $2,394,000
Number of returns with taxable pensions and annuities 230
Taxable pensions and annuities amount $8,545,000
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 230
Taxable Social Security benefits amount $4,702,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $1,246,000
Number of returns with total statutory adjustments 170
Total statutory adjustments amount $587,000
Number of returns with educator expenses 40
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 20
Self-employment health insurance deduction amount $113,000
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 $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 $5,304,000
Amount of AGI for itemized returns $20,005,000
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 190
State and local general sales tax amount $282,000
Number of returns with real estate taxes 190
Real estate taxes amount $553,000
Number of returns with taxes paid 220
Taxes paid amount $905,000
Number of returns with mortgage interest paid 160
Mortgage interest paid amount $1,229,000
Number of returns with contributions 180
Contributions amount $708,000
Number of returns with taxable income 650
Taxable income amount $38,956,000
Number of returns with income tax before credits 640
Income tax before credits amount $5,587,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 230
Total tax credits amount $364,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $17,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $62,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 150
Child tax credit amount $233,000
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 $159,000
Number of returns with total tax payments 640
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 40
Refundable education credit amount $31,000
Number of returns with income tax 630
Income tax amount [10] $5,222,000
Number of returns with tax liability 640
Total tax liability amount [11] $5,441,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 200
Tax due at time of filing amount [12] $690,000
Number of returns with overpayments refunded 420
Overpayments refunded amount [13] $1,405,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $94,000

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

Number of returns 760
Number of single returns 120
Number of joint returns 650
Number of head of household returns 0
Number of returns with paid preparer's signature 480
Number of exemptions 1,860
Number of dependents 450
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] $100,207,000
Number of returns with total income 760
Salaries and wages amount $101,573,000
Number of returns with salaries and wages 590
Salaries and wages amount $59,047
Number of returns with taxable interest 420
Taxable interest amount $866
Number of returns with ordinary dividends 260
Ordinary dividends amount $2,355,000
Number of returns with qualified dividends 240
Qualified dividends amount [6] $1,878
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $32
Number of returns with business or professional net income (less loss) 140
Business or professional net income (less loss) amount $1,785,000
Number of returns with net capital gain (less loss) 250
Net capital gain (less loss) amount $3,921,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $6,614,000
Number of returns with taxable pensions and annuities 330
Taxable pensions and annuities amount $14,734,000
Number of farm returns 60
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 300
Taxable Social Security benefits amount $7,143,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $3,964,000
Number of returns with total statutory adjustments 250
Total statutory adjustments amount $1,366,000
Number of returns with educator expenses 50
Educator expenses amount $13,000
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 $413,000
Number of returns with IRA payments 50
IRA payments amount $389,000
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $64,000
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 $389,000
Number of returns with itemized deductions 360
Total itemized deductions amount $8,698,000
Amount of AGI for itemized returns $48,354,000
Number of returns with State and local income taxes 40
State and local income taxes amount $339,000
Number of returns with State and local general sales tax 290
State and local general sales tax amount $537,000
Number of returns with real estate taxes 320
Real estate taxes amount $1,239,000
Number of returns with taxes paid 340
Taxes paid amount $1,968,000
Number of returns with mortgage interest paid 270
Mortgage interest paid amount $2,266,000
Number of returns with contributions 290
Contributions amount $1,552,000
Number of returns with taxable income 760
Taxable income amount $78,881,000
Number of returns with income tax before credits 760
Income tax before credits amount $13,312,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 250
Total tax credits amount $321,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $12,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $21,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $78,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 110
Child tax credit amount $158,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $28,000
Number of returns with self-employment tax 100
Self-employment tax amount $314,000
Number of returns with total tax payments 750
Total tax payments amount $13,719,000
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 50
Refundable education credit amount $46,000
Number of returns with income tax 760
Income tax amount [10] $12,991,000
Number of returns with tax liability 760
Total tax liability amount [11] $13,432,000
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] $1,587,000
Number of returns with overpayments refunded 410
Overpayments refunded amount [13] $1,602,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $242,000

Adjusted Gross Income: $200,000 or more

Number of returns 210
Number of single returns 0
Number of joint returns 190
Number of head of household returns 0
Number of returns with paid preparer's signature 180
Number of exemptions 560
Number of dependents 170
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] $96,020,000
Number of returns with total income 210
Salaries and wages amount $97,578,000
Number of returns with salaries and wages 180
Salaries and wages amount $43,112
Number of returns with taxable interest 160
Taxable interest amount $801
Number of returns with ordinary dividends 130
Ordinary dividends amount $2,361,000
Number of returns with qualified dividends 120
Qualified dividends amount [6] $1,918
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) 30
Business or professional net income (less loss) amount $92,000
Number of returns with net capital gain (less loss) 140
Net capital gain (less loss) amount $8,735,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $2,791,000
Number of returns with taxable pensions and annuities 60
Taxable pensions and annuities amount $2,855,000
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 60
Taxable Social Security benefits amount $1,793,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $24,136,000
Number of returns with total statutory adjustments 90
Total statutory adjustments amount $1,558,000
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 $453,000
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 150
Total itemized deductions amount $6,176,000
Amount of AGI for itemized returns $70,830,000
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 130
State and local general sales tax amount $333,000
Number of returns with real estate taxes 150
Real estate taxes amount $1,055,000
Number of returns with taxes paid 150
Taxes paid amount $1,788,000
Number of returns with mortgage interest paid 110
Mortgage interest paid amount $1,275,000
Number of returns with contributions 140
Contributions amount $2,552,000
Number of returns with taxable income 210
Taxable income amount $87,583,000
Number of returns with income tax before credits 210
Income tax before credits amount $23,457,000
Number of returns with alternative minimum tax 70
Alternative minimum tax amount $262,000
Number of returns with total tax credits 80
Total tax credits amount $128,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $57,000
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 40
Self-employment tax amount $124,000
Number of returns with total tax payments 210
Total tax payments amount $22,786,000
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] $23,329,000
Number of returns with tax liability 210
Total tax liability amount [11] $23,887,000
Number of returns with net investment income tax 120
Net investment income tax $249,000
Number of returns with tax due at time of filing 110
Tax due at time of filing amount [12] $2,900,000
Number of returns with overpayments refunded 70
Overpayments refunded amount [13] $892,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $877,000

[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.