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ZIP Code Database - Facts & Stats

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ZIP Code 35007 Income Tax Stats

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

ZIP Code 35007 Data

Zip Code:35007
City:Alabaster
State:AL [Alabama]
Counties: SHELBY, AL
City Alias(es):Alabaster
Area Code:205
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





35007 Income Tax Overview

Total Number of Tax Returns for ZIP Code 35007 [1] 11,930
Total Number of Single Tax Returns for ZIP Code 35007 4,960
Total Number of Joint Tax Returns for ZIP Code 35007 5,180
Total Number of Dependents for ZIP Code 35007 8,840
Total Adjusted Gross Income for ZIP Code 35007 $706,211,000
Average Income per Person for ZIP Code 35007 $26,929
Average Income per Household for ZIP Code 35007 $59,196

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 3,940
Number of single returns 2,640
Number of joint returns 520
Number of head of household returns 730
Number of returns with paid preparer's signature 1,730
Number of exemptions 5,280
Number of dependents 1,800
Total number of volunteer prepared returns [5] 90
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
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] 680
Number of elderly returns [4] 670
Adjust gross income (AGI) [5] $46,987,000
Number of returns with total income 3,940
Salaries and wages amount $48,111,000
Number of returns with salaries and wages 2,990
Salaries and wages amount $35,895
Number of returns with taxable interest 410
Taxable interest amount $210
Number of returns with ordinary dividends 240
Ordinary dividends amount $290,000
Number of returns with qualified dividends 210
Qualified dividends amount [6] $167
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $32
Number of returns with business or professional net income (less loss) 880
Business or professional net income (less loss) amount $5,514,000
Number of returns with net capital gain (less loss) 180
Net capital gain (less loss) amount $148,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $1,492,000
Number of returns with taxable pensions and annuities 420
Taxable pensions and annuities amount $3,917,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $150,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $349,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $231,000
Number of returns with total statutory adjustments 870
Total statutory adjustments amount $1,124,000
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 $270,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $119,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $137,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 300
Total itemized deductions amount $4,570,000
Amount of AGI for itemized returns $4,397,000
Number of returns with State and local income taxes 120
State and local income taxes amount $139,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $124,000
Number of returns with real estate taxes 150
Real estate taxes amount $159,000
Number of returns with taxes paid 290
Taxes paid amount $515,000
Number of returns with mortgage interest paid 180
Mortgage interest paid amount $1,214,000
Number of returns with contributions 230
Contributions amount $685,000
Number of returns with taxable income 1,590
Taxable income amount $9,138,000
Number of returns with income tax before credits 1,610
Income tax before credits amount $986,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 420
Total tax credits amount $138,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $9,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $63,000
Number of returns with retirement savings contribution credit 160
Retirement savings contribution credit amount $27,000
Number of returns with child tax credit 120
Child tax credit amount $34,000
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 $1,023,000
Number of returns with total tax payments 3,500
Total tax payments amount $7,644,000
Number of returns with earned income credit 1,160
Earned income credit amount [8] $3,320,000
Number of returns with excess earned income credit 1,020
Excess earned income credit (refundable) amount [9] $2,815,000
Number of returns with additional child tax credit 790
Additional child tax credit amount $1,011,000
Number of returns with refundable education credit 200
Refundable education credit amount $173,000
Number of returns with income tax 1,340
Income tax amount [10] $847,000
Number of returns with tax liability 1,970
Total tax liability amount [11] $1,927,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 510
Tax due at time of filing amount [12] $447,000
Number of returns with overpayments refunded 3,190
Overpayments refunded amount [13] $6,140,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 2,660
Number of single returns 1,170
Number of joint returns 800
Number of head of household returns 590
Number of returns with paid preparer's signature 1,180
Number of exemptions 5,430
Number of dependents 1,990
Total number of volunteer prepared returns [5] 80
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
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] 560
Number of elderly returns [4] 580
Adjust gross income (AGI) [5] $97,363,000
Number of returns with total income 2,660
Salaries and wages amount $98,611,000
Number of returns with salaries and wages 2,240
Salaries and wages amount $78,436
Number of returns with taxable interest 460
Taxable interest amount $283
Number of returns with ordinary dividends 220
Ordinary dividends amount $439,000
Number of returns with qualified dividends 190
Qualified dividends amount [6] $275
Number of returns with state and local income tax refunds 260
State and local income tax refunds amount $155
Number of returns with business or professional net income (less loss) 450
Business or professional net income (less loss) amount $4,232,000
Number of returns with net capital gain (less loss) 180
Net capital gain (less loss) amount $337,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $2,319,000
Number of returns with taxable pensions and annuities 470
Taxable pensions and annuities amount $8,128,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $131,000
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $3,353,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $375,000
Number of returns with total statutory adjustments 630
Total statutory adjustments amount $1,248,000
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 $210,000
Number of returns with IRA payments 50
IRA payments amount $191,000
Number of returns with student loan interest deduction 260
Student loan interest deduction amount $290,000
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 $10,112,000
Amount of AGI for itemized returns $25,570,000
Number of returns with State and local income taxes 480
State and local income taxes amount $820,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $195,000
Number of returns with real estate taxes 450
Real estate taxes amount $451,000
Number of returns with taxes paid 660
Taxes paid amount $1,607,000
Number of returns with mortgage interest paid 480
Mortgage interest paid amount $2,524,000
Number of returns with contributions 550
Contributions amount $1,900,000
Number of returns with taxable income 2,540
Taxable income amount $47,450,000
Number of returns with income tax before credits 2,530
Income tax before credits amount $5,837,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,160
Total tax credits amount $1,054,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $101,000
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $260,000
Number of returns with retirement savings contribution credit 400
Retirement savings contribution credit amount $70,000
Number of returns with child tax credit 670
Child tax credit amount $602,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $19,000
Number of returns with self-employment tax 310
Self-employment tax amount $897,000
Number of returns with total tax payments 2,580
Total tax payments amount $10,762,000
Number of returns with earned income credit 700
Earned income credit amount [8] $1,469,000
Number of returns with excess earned income credit 550
Excess earned income credit (refundable) amount [9] $1,136,000
Number of returns with additional child tax credit 560
Additional child tax credit amount $833,000
Number of returns with refundable education credit 180
Refundable education credit amount $166,000
Number of returns with income tax 1,990
Income tax amount [10] $4,783,000
Number of returns with tax liability 2,180
Total tax liability amount [11] $5,790,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 480
Tax due at time of filing amount [12] $841,000
Number of returns with overpayments refunded 2,150
Overpayments refunded amount [13] $5,736,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $34,000

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

Number of returns 1,850
Number of single returns 560
Number of joint returns 940
Number of head of household returns 300
Number of returns with paid preparer's signature 890
Number of exemptions 4,250
Number of dependents 1,460
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] 290
Number of elderly returns [4] 440
Adjust gross income (AGI) [5] $114,429,000
Number of returns with total income 1,850
Salaries and wages amount $115,794,000
Number of returns with salaries and wages 1,650
Salaries and wages amount $92,592
Number of returns with taxable interest 480
Taxable interest amount $308
Number of returns with ordinary dividends 270
Ordinary dividends amount $666,000
Number of returns with qualified dividends 230
Qualified dividends amount [6] $421
Number of returns with state and local income tax refunds 470
State and local income tax refunds amount $297
Number of returns with business or professional net income (less loss) 340
Business or professional net income (less loss) amount $2,975,000
Number of returns with net capital gain (less loss) 210
Net capital gain (less loss) amount $484,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $3,052,000
Number of returns with taxable pensions and annuities 400
Taxable pensions and annuities amount $8,480,000
Number of farm returns 30
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $97,000
Number of returns with taxable Social Security benefits 360
Taxable Social Security benefits amount $5,602,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $872,000
Number of returns with total statutory adjustments 590
Total statutory adjustments amount $1,365,000
Number of returns with educator expenses 60
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 40
Self-employment health insurance deduction amount $264,000
Number of returns with IRA payments 40
IRA payments amount $169,000
Number of returns with student loan interest deduction 310
Student loan interest deduction amount $343,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $71,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 830
Total itemized deductions amount $13,637,000
Amount of AGI for itemized returns $51,165,000
Number of returns with State and local income taxes 700
State and local income taxes amount $1,791,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $206,000
Number of returns with real estate taxes 690
Real estate taxes amount $673,000
Number of returns with taxes paid 830
Taxes paid amount $2,861,000
Number of returns with mortgage interest paid 660
Mortgage interest paid amount $3,661,000
Number of returns with contributions 710
Contributions amount $3,096,000
Number of returns with taxable income 1,840
Taxable income amount $72,356,000
Number of returns with income tax before credits 1,840
Income tax before credits amount $10,032,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 840
Total tax credits amount $1,324,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $81,000
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $244,000
Number of returns with retirement savings contribution credit 160
Retirement savings contribution credit amount $24,000
Number of returns with child tax credit 610
Child tax credit amount $915,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $33,000
Number of returns with self-employment tax 220
Self-employment tax amount $610,000
Number of returns with total tax payments 1,820
Total tax payments amount $12,168,000
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 120
Additional child tax credit amount $148,000
Number of returns with refundable education credit 130
Refundable education credit amount $122,000
Number of returns with income tax 1,730
Income tax amount [10] $8,709,000
Number of returns with tax liability 1,760
Total tax liability amount [11] $9,417,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 430
Tax due at time of filing amount [12] $1,108,000
Number of returns with overpayments refunded 1,390
Overpayments refunded amount [13] $3,743,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $116,000

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

Number of returns 1,340
Number of single returns 210
Number of joint returns 1,000
Number of head of household returns 100
Number of returns with paid preparer's signature 620
Number of exemptions 3,530
Number of dependents 1,200
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] 200
Number of elderly returns [4] 340
Adjust gross income (AGI) [5] $115,907,000
Number of returns with total income 1,340
Salaries and wages amount $117,063,000
Number of returns with salaries and wages 1,220
Salaries and wages amount $93,635
Number of returns with taxable interest 450
Taxable interest amount $232
Number of returns with ordinary dividends 260
Ordinary dividends amount $698,000
Number of returns with qualified dividends 230
Qualified dividends amount [6] $489
Number of returns with state and local income tax refunds 440
State and local income tax refunds amount $339
Number of returns with business or professional net income (less loss) 240
Business or professional net income (less loss) amount $1,150,000
Number of returns with net capital gain (less loss) 210
Net capital gain (less loss) amount $620,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $4,122,000
Number of returns with taxable pensions and annuities 310
Taxable pensions and annuities amount $7,550,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $89,000
Number of returns with taxable Social Security benefits 280
Taxable Social Security benefits amount $5,991,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $961,000
Number of returns with total statutory adjustments 470
Total statutory adjustments amount $1,156,000
Number of returns with educator expenses 70
Educator expenses amount $17,000
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 $241,000
Number of returns with IRA payments 30
IRA payments amount $106,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $280,000
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 $12,638,000
Amount of AGI for itemized returns $57,344,000
Number of returns with State and local income taxes 590
State and local income taxes amount $2,070,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $101,000
Number of returns with real estate taxes 600
Real estate taxes amount $640,000
Number of returns with taxes paid 660
Taxes paid amount $3,033,000
Number of returns with mortgage interest paid 580
Mortgage interest paid amount $3,453,000
Number of returns with contributions 590
Contributions amount $3,090,000
Number of returns with taxable income 1,330
Taxable income amount $80,722,000
Number of returns with income tax before credits 1,330
Income tax before credits amount $11,735,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 650
Total tax credits amount $1,157,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $75,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $184,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 510
Child tax credit amount $834,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $25,000
Number of returns with self-employment tax 170
Self-employment tax amount $512,000
Number of returns with total tax payments 1,330
Total tax payments amount $13,168,000
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 90
Refundable education credit amount $89,000
Number of returns with income tax 1,320
Income tax amount [10] $10,578,000
Number of returns with tax liability 1,330
Total tax liability amount [11] $11,186,000
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] $1,031,000
Number of returns with overpayments refunded 930
Overpayments refunded amount [13] $2,923,000
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 1,870
Number of single returns 120
Number of joint returns 1,680
Number of head of household returns 70
Number of returns with paid preparer's signature 940
Number of exemptions 5,640
Number of dependents 2,090
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] 150
Number of elderly returns [4] 430
Adjust gross income (AGI) [5] $245,757,000
Number of returns with total income 1,870
Salaries and wages amount $247,771,000
Number of returns with salaries and wages 1,780
Salaries and wages amount $202,885
Number of returns with taxable interest 820
Taxable interest amount $480
Number of returns with ordinary dividends 480
Ordinary dividends amount $1,450,000
Number of returns with qualified dividends 440
Qualified dividends amount [6] $1,133
Number of returns with state and local income tax refunds 980
State and local income tax refunds amount $908
Number of returns with business or professional net income (less loss) 370
Business or professional net income (less loss) amount $5,077,000
Number of returns with net capital gain (less loss) 350
Net capital gain (less loss) amount $1,963,000
Number of returns with taxable individual retirement arrangements distributions 250
Taxable individual retirement arrangements distributions amount $6,615,000
Number of returns with taxable pensions and annuities 490
Taxable pensions and annuities amount $15,841,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $106,000
Number of returns with taxable Social Security benefits 320
Taxable Social Security benefits amount $7,506,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $4,017,000
Number of returns with total statutory adjustments 690
Total statutory adjustments amount $2,014,000
Number of returns with educator expenses 130
Educator expenses amount $33,000
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 $451,000
Number of returns with IRA payments 60
IRA payments amount $291,000
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $330,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $65,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $332,000
Number of returns with itemized deductions 1,330
Total itemized deductions amount $29,282,000
Amount of AGI for itemized returns $179,633,000
Number of returns with State and local income taxes 1,260
State and local income taxes amount $6,827,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $166,000
Number of returns with real estate taxes 1,260
Real estate taxes amount $1,616,000
Number of returns with taxes paid 1,330
Taxes paid amount $9,095,000
Number of returns with mortgage interest paid 1,220
Mortgage interest paid amount $8,368,000
Number of returns with contributions 1,240
Contributions amount $7,902,000
Number of returns with taxable income 1,870
Taxable income amount $186,785,000
Number of returns with income tax before credits 1,870
Income tax before credits amount $31,605,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $39,000
Number of returns with total tax credits 900
Total tax credits amount $1,431,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $19,000
Number of returns with child and dependent care credit 260
Child and dependent care credit amount $163,000
Number of returns with nonrefundable education credit 260
Nonrefundable education credit amount $381,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 530
Child tax credit amount $790,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $38,000
Number of returns with self-employment tax 270
Self-employment tax amount $888,000
Number of returns with total tax payments 1,860
Total tax payments amount $32,673,000
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 230
Refundable education credit amount $226,000
Number of returns with income tax 1,870
Income tax amount [10] $30,174,000
Number of returns with tax liability 1,870
Total tax liability amount [11] $31,351,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 760
Tax due at time of filing amount [12] $3,251,000
Number of returns with overpayments refunded 1,080
Overpayments refunded amount [13] $4,415,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $514,000

Adjusted Gross Income: $200,000 or more

Number of returns 270
Number of single returns 20
Number of joint returns 240
Number of head of household returns 0
Number of returns with paid preparer's signature 180
Number of exemptions 810
Number of dependents 300
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] $85,768,000
Number of returns with total income 270
Salaries and wages amount $87,052,000
Number of returns with salaries and wages 260
Salaries and wages amount $52,322
Number of returns with taxable interest 180
Taxable interest amount $319
Number of returns with ordinary dividends 120
Ordinary dividends amount $608,000
Number of returns with qualified dividends 120
Qualified dividends amount [6] $532
Number of returns with state and local income tax refunds 180
State and local income tax refunds amount $383
Number of returns with business or professional net income (less loss) 60
Business or professional net income (less loss) amount $2,571,000
Number of returns with net capital gain (less loss) 110
Net capital gain (less loss) amount $3,614,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $2,833,000
Number of returns with taxable pensions and annuities 70
Taxable pensions and annuities amount $3,614,000
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 50
Taxable Social Security benefits amount $1,244,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $18,360,000
Number of returns with total statutory adjustments 90
Total statutory adjustments amount $1,284,000
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 $342,000
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 260
Total itemized deductions amount $10,424,000
Amount of AGI for itemized returns $81,167,000
Number of returns with State and local income taxes 250
State and local income taxes amount $3,078,000
Number of returns with State and local general sales tax 0
State and local general sales tax amount $0
Number of returns with real estate taxes 250
Real estate taxes amount $557,000
Number of returns with taxes paid 260
Taxes paid amount $3,785,000
Number of returns with mortgage interest paid 220
Mortgage interest paid amount $1,868,000
Number of returns with contributions 240
Contributions amount $3,953,000
Number of returns with taxable income 270
Taxable income amount $72,308,000
Number of returns with income tax before credits 270
Income tax before credits amount $17,959,000
Number of returns with alternative minimum tax 60
Alternative minimum tax amount $143,000
Number of returns with total tax credits 70
Total tax credits amount $37,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $12,000
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 $295,000
Number of returns with total tax payments 270
Total tax payments amount $15,042,000
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 270
Income tax amount [10] $17,882,000
Number of returns with tax liability 270
Total tax liability amount [11] $18,464,000
Number of returns with net investment income tax 110
Net investment income tax $90,000
Number of returns with tax due at time of filing 150
Tax due at time of filing amount [12] $2,685,000
Number of returns with overpayments refunded 100
Overpayments refunded amount [13] $801,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

[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.