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ZIP Code Database - Facts & Stats

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ZIP Code 34772 Income Tax Stats

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

ZIP Code 34772 Data

Zip Code:34772
City:Saint Cloud
State:FL [Florida]
Counties: OSCEOLA, FL
City Alias(es):Saint Cloud
Area Code:321 / 407 / 689
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


34772 Income Tax Overview

Total Number of Tax Returns for ZIP Code 34772 [1] 13,760
Total Number of Single Tax Returns for ZIP Code 34772 5,350
Total Number of Joint Tax Returns for ZIP Code 34772 5,540
Total Number of Dependents for ZIP Code 34772 10,280
Total Adjusted Gross Income for ZIP Code 34772 $731,734,000
Average Income per Person for ZIP Code 34772 $32,136
Average Income per Household for ZIP Code 34772 $53,178

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 4,810
Number of single returns 3,160
Number of joint returns 700
Number of head of household returns 860
Number of returns with paid preparer's signature 2,200
Number of exemptions 6,840
Number of dependents 2,240
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
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] 820
Number of elderly returns [4] 760
Adjust gross income (AGI) [5] $62,834,000
Number of returns with total income 4,810
Salaries and wages amount $63,854,000
Number of returns with salaries and wages 3,860
Salaries and wages amount $51,499
Number of returns with taxable interest 450
Taxable interest amount $277
Number of returns with ordinary dividends 250
Ordinary dividends amount $436,000
Number of returns with qualified dividends 210
Qualified dividends amount [6] $257
Number of returns with state and local income tax refunds 20
State and local income tax refunds amount $14
Number of returns with business or professional net income (less loss) 930
Business or professional net income (less loss) amount $4,794,000
Number of returns with net capital gain (less loss) 200
Net capital gain (less loss) amount $419,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $1,023,000
Number of returns with taxable pensions and annuities 530
Taxable pensions and annuities amount $4,941,000
Number of farm returns 30
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $121,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $420,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount ($161,000)
Number of returns with total statutory adjustments 910
Total statutory adjustments amount $1,020,000
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 $87,000
Number of returns with IRA payments 20
IRA payments amount $57,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $111,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $81,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 370
Total itemized deductions amount $5,373,000
Amount of AGI for itemized returns $5,815,000
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 260
State and local general sales tax amount $200,000
Number of returns with real estate taxes 210
Real estate taxes amount $531,000
Number of returns with taxes paid 330
Taxes paid amount $800,000
Number of returns with mortgage interest paid 200
Mortgage interest paid amount $1,368,000
Number of returns with contributions 200
Contributions amount $388,000
Number of returns with taxable income 2,190
Taxable income amount $12,542,000
Number of returns with income tax before credits 2,250
Income tax before credits amount $1,371,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 690
Total tax credits amount $264,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $19,000
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $141,000
Number of returns with retirement savings contribution credit 230
Retirement savings contribution credit amount $41,000
Number of returns with child tax credit 180
Child tax credit amount $55,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 690
Self-employment tax amount $984,000
Number of returns with total tax payments 4,480
Total tax payments amount $11,734,000
Number of returns with earned income credit 1,820
Earned income credit amount [8] $5,180,000
Number of returns with excess earned income credit 1,610
Excess earned income credit (refundable) amount [9] $4,453,000
Number of returns with additional child tax credit 1,090
Additional child tax credit amount $1,411,000
Number of returns with refundable education credit 350
Refundable education credit amount $288,000
Number of returns with income tax 1,800
Income tax amount [10] $1,107,000
Number of returns with tax liability 2,430
Total tax liability amount [11] $2,169,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 380
Tax due at time of filing amount [12] $305,000
Number of returns with overpayments refunded 4,210
Overpayments refunded amount [13] $9,829,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $60,000

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

Number of returns 3,550
Number of single returns 1,500
Number of joint returns 1,030
Number of head of household returns 900
Number of returns with paid preparer's signature 1,690
Number of exemptions 7,370
Number of dependents 2,810
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] 730
Number of elderly returns [4] 570
Adjust gross income (AGI) [5] $129,597,000
Number of returns with total income 3,550
Salaries and wages amount $130,962,000
Number of returns with salaries and wages 3,170
Salaries and wages amount $112,596
Number of returns with taxable interest 460
Taxable interest amount $347
Number of returns with ordinary dividends 250
Ordinary dividends amount $428,000
Number of returns with qualified dividends 210
Qualified dividends amount [6] $250
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) 550
Business or professional net income (less loss) amount $1,380,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $315,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $1,938,000
Number of returns with taxable pensions and annuities 560
Taxable pensions and annuities amount $8,741,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $135,000
Number of returns with taxable Social Security benefits 470
Taxable Social Security benefits amount $3,222,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $1,897,000
Number of returns with total statutory adjustments 830
Total statutory adjustments amount $1,365,000
Number of returns with educator expenses 130
Educator expenses amount $31,000
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 $134,000
Number of returns with IRA payments 40
IRA payments amount $177,000
Number of returns with student loan interest deduction 360
Student loan interest deduction amount $313,000
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 1,010
Total itemized deductions amount $17,831,000
Amount of AGI for itemized returns $39,106,000
Number of returns with State and local income taxes 40
State and local income taxes amount $62,000
Number of returns with State and local general sales tax 790
State and local general sales tax amount $849,000
Number of returns with real estate taxes 650
Real estate taxes amount $1,494,000
Number of returns with taxes paid 950
Taxes paid amount $2,587,000
Number of returns with mortgage interest paid 660
Mortgage interest paid amount $4,471,000
Number of returns with contributions 680
Contributions amount $1,767,000
Number of returns with taxable income 3,360
Taxable income amount $59,471,000
Number of returns with income tax before credits 3,370
Income tax before credits amount $7,373,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,660
Total tax credits amount $1,529,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 250
Child and dependent care credit amount $144,000
Number of returns with nonrefundable education credit 290
Nonrefundable education credit amount $289,000
Number of returns with retirement savings contribution credit 620
Retirement savings contribution credit amount $117,000
Number of returns with child tax credit 970
Child tax credit amount $866,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $49,000
Number of returns with self-employment tax 290
Self-employment tax amount $623,000
Number of returns with total tax payments 3,480
Total tax payments amount $16,167,000
Number of returns with earned income credit 1,130
Earned income credit amount [8] $2,436,000
Number of returns with excess earned income credit 960
Excess earned income credit (refundable) amount [9] $2,037,000
Number of returns with additional child tax credit 820
Additional child tax credit amount $1,099,000
Number of returns with refundable education credit 250
Refundable education credit amount $217,000
Number of returns with income tax 2,580
Income tax amount [10] $5,844,000
Number of returns with tax liability 2,800
Total tax liability amount [11] $6,633,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 380
Tax due at time of filing amount [12] $634,000
Number of returns with overpayments refunded 3,140
Overpayments refunded amount [13] $10,105,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 2,220
Number of single returns 620
Number of joint returns 1,170
Number of head of household returns 340
Number of returns with paid preparer's signature 1,110
Number of exemptions 5,430
Number of dependents 2,040
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] 380
Number of elderly returns [4] 430
Adjust gross income (AGI) [5] $136,635,000
Number of returns with total income 2,220
Salaries and wages amount $137,880,000
Number of returns with salaries and wages 2,010
Salaries and wages amount $114,090
Number of returns with taxable interest 430
Taxable interest amount $227
Number of returns with ordinary dividends 260
Ordinary dividends amount $536,000
Number of returns with qualified dividends 220
Qualified dividends amount [6] $379
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $26
Number of returns with business or professional net income (less loss) 350
Business or professional net income (less loss) amount $2,190,000
Number of returns with net capital gain (less loss) 200
Net capital gain (less loss) amount $1,020,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $2,281,000
Number of returns with taxable pensions and annuities 470
Taxable pensions and annuities amount $10,554,000
Number of farm returns 20
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $81,000
Number of returns with taxable Social Security benefits 360
Taxable Social Security benefits amount $5,520,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $1,877,000
Number of returns with total statutory adjustments 620
Total statutory adjustments amount $1,245,000
Number of returns with educator expenses 110
Educator expenses amount $28,000
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 $155,000
Number of returns with IRA payments 60
IRA payments amount $199,000
Number of returns with student loan interest deduction 270
Student loan interest deduction amount $283,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $44,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 990
Total itemized deductions amount $20,548,000
Amount of AGI for itemized returns $61,040,000
Number of returns with State and local income taxes 40
State and local income taxes amount $123,000
Number of returns with State and local general sales tax 770
State and local general sales tax amount $1,018,000
Number of returns with real estate taxes 800
Real estate taxes amount $2,114,000
Number of returns with taxes paid 940
Taxes paid amount $3,574,000
Number of returns with mortgage interest paid 800
Mortgage interest paid amount $5,587,000
Number of returns with contributions 730
Contributions amount $2,517,000
Number of returns with taxable income 2,200
Taxable income amount $81,255,000
Number of returns with income tax before credits 2,190
Income tax before credits amount $11,171,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,110
Total tax credits amount $1,849,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 180
Child and dependent care credit amount $110,000
Number of returns with nonrefundable education credit 210
Nonrefundable education credit amount $268,000
Number of returns with retirement savings contribution credit 210
Retirement savings contribution credit amount $34,000
Number of returns with child tax credit 800
Child tax credit amount $1,240,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $89,000
Number of returns with self-employment tax 210
Self-employment tax amount $502,000
Number of returns with total tax payments 2,190
Total tax payments amount $15,081,000
Number of returns with earned income credit 30
Earned income credit amount [8] $7,000
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 160
Additional child tax credit amount $213,000
Number of returns with refundable education credit 170
Refundable education credit amount $160,000
Number of returns with income tax 2,020
Income tax amount [10] $9,321,000
Number of returns with tax liability 2,070
Total tax liability amount [11] $9,995,000
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] $988,000
Number of returns with overpayments refunded 1,780
Overpayments refunded amount [13] $5,996,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $79,000

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

Number of returns 1,430
Number of single returns 220
Number of joint returns 1,090
Number of head of household returns 100
Number of returns with paid preparer's signature 720
Number of exemptions 3,930
Number of dependents 1,410
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] 170
Number of elderly returns [4] 300
Adjust gross income (AGI) [5] $123,578,000
Number of returns with total income 1,430
Salaries and wages amount $124,707,000
Number of returns with salaries and wages 1,310
Salaries and wages amount $103,287
Number of returns with taxable interest 390
Taxable interest amount $304
Number of returns with ordinary dividends 220
Ordinary dividends amount $496,000
Number of returns with qualified dividends 190
Qualified dividends amount [6] $291
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 $1,591,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $917,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $2,227,000
Number of returns with taxable pensions and annuities 320
Taxable pensions and annuities amount $8,407,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $67,000
Number of returns with taxable Social Security benefits 250
Taxable Social Security benefits amount $4,936,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $2,579,000
Number of returns with total statutory adjustments 470
Total statutory adjustments amount $1,129,000
Number of returns with educator expenses 90
Educator expenses amount $27,000
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 $168,000
Number of returns with IRA payments 40
IRA payments amount $195,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $240,000
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 660
Total itemized deductions amount $14,641,000
Amount of AGI for itemized returns $57,217,000
Number of returns with State and local income taxes 30
State and local income taxes amount $79,000
Number of returns with State and local general sales tax 540
State and local general sales tax amount $873,000
Number of returns with real estate taxes 580
Real estate taxes amount $1,610,000
Number of returns with taxes paid 640
Taxes paid amount $2,749,000
Number of returns with mortgage interest paid 590
Mortgage interest paid amount $4,540,000
Number of returns with contributions 510
Contributions amount $2,143,000
Number of returns with taxable income 1,430
Taxable income amount $83,826,000
Number of returns with income tax before credits 1,420
Income tax before credits amount $12,156,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 720
Total tax credits amount $1,394,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $96,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $210,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 570
Child tax credit amount $958,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $74,000
Number of returns with self-employment tax 140
Self-employment tax amount $311,000
Number of returns with total tax payments 1,420
Total tax payments amount $14,267,000
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 30
Additional child tax credit amount $34,000
Number of returns with refundable education credit 120
Refundable education credit amount $110,000
Number of returns with income tax 1,400
Income tax amount [10] $10,762,000
Number of returns with tax liability 1,410
Total tax liability amount [11] $11,242,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 310
Tax due at time of filing amount [12] $978,000
Number of returns with overpayments refunded 1,110
Overpayments refunded amount [13] $3,955,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 1,510
Number of single returns 120
Number of joint returns 1,340
Number of head of household returns 50
Number of returns with paid preparer's signature 790
Number of exemptions 4,430
Number of dependents 1,570
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] 120
Number of elderly returns [4] 350
Adjust gross income (AGI) [5] $196,584,000
Number of returns with total income 1,510
Salaries and wages amount $198,147,000
Number of returns with salaries and wages 1,420
Salaries and wages amount $157,328
Number of returns with taxable interest 580
Taxable interest amount $496
Number of returns with ordinary dividends 360
Ordinary dividends amount $891,000
Number of returns with qualified dividends 320
Qualified dividends amount [6] $580
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $89
Number of returns with business or professional net income (less loss) 240
Business or professional net income (less loss) amount $2,310,000
Number of returns with net capital gain (less loss) 320
Net capital gain (less loss) amount $3,728,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $3,490,000
Number of returns with taxable pensions and annuities 440
Taxable pensions and annuities amount $18,570,000
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 240
Taxable Social Security benefits amount $5,303,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $4,925,000
Number of returns with total statutory adjustments 560
Total statutory adjustments amount $1,563,000
Number of returns with educator expenses 130
Educator expenses amount $38,000
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 $240,000
Number of returns with IRA payments 60
IRA payments amount $365,000
Number of returns with student loan interest deduction 250
Student loan interest deduction amount $313,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $56,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $349,000
Number of returns with itemized deductions 900
Total itemized deductions amount $22,008,000
Amount of AGI for itemized returns $120,004,000
Number of returns with State and local income taxes 70
State and local income taxes amount $383,000
Number of returns with State and local general sales tax 720
State and local general sales tax amount $1,472,000
Number of returns with real estate taxes 830
Real estate taxes amount $2,821,000
Number of returns with taxes paid 880
Taxes paid amount $4,854,000
Number of returns with mortgage interest paid 800
Mortgage interest paid amount $7,049,000
Number of returns with contributions 760
Contributions amount $3,971,000
Number of returns with taxable income 1,510
Taxable income amount $149,135,000
Number of returns with income tax before credits 1,510
Income tax before credits amount $25,430,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $72,000
Number of returns with total tax credits 660
Total tax credits amount $1,191,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 200
Child and dependent care credit amount $128,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $200,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 430
Child tax credit amount $616,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $132,000
Number of returns with self-employment tax 140
Self-employment tax amount $412,000
Number of returns with total tax payments 1,500
Total tax payments amount $26,806,000
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 130
Refundable education credit amount $117,000
Number of returns with income tax 1,500
Income tax amount [10] $24,239,000
Number of returns with tax liability 1,500
Total tax liability amount [11] $24,979,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 490
Tax due at time of filing amount [12] $2,667,000
Number of returns with overpayments refunded 1,000
Overpayments refunded amount [13] $4,380,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $75,000

Adjusted Gross Income: $200,000 or more

Number of returns 240
Number of single returns 20
Number of joint returns 210
Number of head of household returns 0
Number of returns with paid preparer's signature 180
Number of exemptions 660
Number of dependents 210
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] 80
Adjust gross income (AGI) [5] $82,506,000
Number of returns with total income 240
Salaries and wages amount $83,880,000
Number of returns with salaries and wages 210
Salaries and wages amount $43,378
Number of returns with taxable interest 170
Taxable interest amount $470
Number of returns with ordinary dividends 100
Ordinary dividends amount $2,090,000
Number of returns with qualified dividends 100
Qualified dividends amount [6] $1,787
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 40
Business or professional net income (less loss) amount $598,000
Number of returns with net capital gain (less loss) 110
Net capital gain (less loss) amount $9,216,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $1,709,000
Number of returns with taxable pensions and annuities 70
Taxable pensions and annuities amount $4,739,000
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 $1,396,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $17,368,000
Number of returns with total statutory adjustments 70
Total statutory adjustments amount $1,374,000
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 $311,000
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 180
Total itemized deductions amount $9,164,000
Amount of AGI for itemized returns $60,698,000
Number of returns with State and local income taxes 30
State and local income taxes amount $507,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $398,000
Number of returns with real estate taxes 160
Real estate taxes amount $883,000
Number of returns with taxes paid 170
Taxes paid amount $1,874,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $1,636,000
Number of returns with contributions 150
Contributions amount $1,660,000
Number of returns with taxable income 240
Taxable income amount $71,198,000
Number of returns with income tax before credits 240
Income tax before credits amount $17,560,000
Number of returns with alternative minimum tax 70
Alternative minimum tax amount $258,000
Number of returns with total tax credits 70
Total tax credits amount $397,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $163,000
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 $216,000
Number of returns with total tax payments 240
Total tax payments amount $15,891,000
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 240
Income tax amount [10] $17,163,000
Number of returns with tax liability 240
Total tax liability amount [11] $17,776,000
Number of returns with net investment income tax 110
Net investment income tax $283,000
Number of returns with tax due at time of filing 110
Tax due at time of filing amount [12] $3,347,000
Number of returns with overpayments refunded 100
Overpayments refunded amount [13] $1,000,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $445,000

[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.