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ZIP Code Database - Facts & Stats

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ZIP Code 35226 Income Tax Stats

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

ZIP Code 35226 Data

Zip Code:35226
City:Birmingham
State:AL [Alabama]
Counties: JEFFERSON, AL
City Alias(es):Birmingham
Area Code:205
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





35226 Income Tax Overview

Total Number of Tax Returns for ZIP Code 35226 [1] 17,040
Total Number of Single Tax Returns for ZIP Code 35226 7,040
Total Number of Joint Tax Returns for ZIP Code 35226 8,550
Total Number of Dependents for ZIP Code 35226 11,330
Total Adjusted Gross Income for ZIP Code 35226 $1,770,175,000
Average Income per Person for ZIP Code 35226 $56,248
Average Income per Household for ZIP Code 35226 $103,884

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 3,790
Number of single returns 2,940
Number of joint returns 420
Number of head of household returns 360
Number of returns with paid preparer's signature 1,670
Number of exemptions 3,860
Number of dependents 900
Total number of volunteer prepared returns [5] 100
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 430
Number of elderly returns [4] 830
Adjust gross income (AGI) [5] $42,268,000
Number of returns with total income 3,790
Salaries and wages amount $43,491,000
Number of returns with salaries and wages 2,730
Salaries and wages amount $30,632
Number of returns with taxable interest 760
Taxable interest amount $737
Number of returns with ordinary dividends 550
Ordinary dividends amount $1,063,000
Number of returns with qualified dividends 510
Qualified dividends amount [6] $732
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $64
Number of returns with business or professional net income (less loss) 650
Business or professional net income (less loss) amount $4,331,000
Number of returns with net capital gain (less loss) 470
Net capital gain (less loss) amount $485,000
Number of returns with taxable individual retirement arrangements distributions 350
Taxable individual retirement arrangements distributions amount $2,271,000
Number of returns with taxable pensions and annuities 510
Taxable pensions and annuities amount $4,455,000
Number of farm returns 20
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $90,000
Number of returns with taxable Social Security benefits 250
Taxable Social Security benefits amount $473,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $75,000
Number of returns with total statutory adjustments 770
Total statutory adjustments amount $1,223,000
Number of returns with educator expenses 20
Educator expenses amount $4,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $322,000
Number of returns with IRA payments 30
IRA payments amount $93,000
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $173,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $221,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 400
Total itemized deductions amount $6,410,000
Amount of AGI for itemized returns $5,769,000
Number of returns with State and local income taxes 110
State and local income taxes amount $122,000
Number of returns with State and local general sales tax 240
State and local general sales tax amount $222,000
Number of returns with real estate taxes 190
Real estate taxes amount $382,000
Number of returns with taxes paid 380
Taxes paid amount $804,000
Number of returns with mortgage interest paid 200
Mortgage interest paid amount $1,287,000
Number of returns with contributions 300
Contributions amount $726,000
Number of returns with taxable income 1,640
Taxable income amount $9,547,000
Number of returns with income tax before credits 1,590
Income tax before credits amount $1,019,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 380
Total tax credits amount $128,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $8,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $81,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $22,000
Number of returns with child tax credit 40
Child tax credit amount $14,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $10,000
Number of returns with self-employment tax 540
Self-employment tax amount $770,000
Number of returns with total tax payments 3,150
Total tax payments amount $5,569,000
Number of returns with earned income credit 790
Earned income credit amount [8] $1,899,000
Number of returns with excess earned income credit 660
Excess earned income credit (refundable) amount [9] $1,596,000
Number of returns with additional child tax credit 400
Additional child tax credit amount $509,000
Number of returns with refundable education credit 230
Refundable education credit amount $216,000
Number of returns with income tax 1,380
Income tax amount [10] $890,000
Number of returns with tax liability 1,830
Total tax liability amount [11] $1,714,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 520
Tax due at time of filing amount [12] $460,000
Number of returns with overpayments refunded 2,850
Overpayments refunded amount [13] $4,268,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $42,000

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

Number of returns 2,720
Number of single returns 1,570
Number of joint returns 630
Number of head of household returns 420
Number of returns with paid preparer's signature 1,210
Number of exemptions 4,620
Number of dependents 1,290
Total number of volunteer prepared returns [5] 110
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 400
Number of elderly returns [4] 720
Adjust gross income (AGI) [5] $101,732,000
Number of returns with total income 2,720
Salaries and wages amount $103,621,000
Number of returns with salaries and wages 2,120
Salaries and wages amount $75,088
Number of returns with taxable interest 750
Taxable interest amount $784
Number of returns with ordinary dividends 550
Ordinary dividends amount $1,963,000
Number of returns with qualified dividends 510
Qualified dividends amount [6] $1,412
Number of returns with state and local income tax refunds 270
State and local income tax refunds amount $151
Number of returns with business or professional net income (less loss) 480
Business or professional net income (less loss) amount $3,897,000
Number of returns with net capital gain (less loss) 460
Net capital gain (less loss) amount $1,132,000
Number of returns with taxable individual retirement arrangements distributions 370
Taxable individual retirement arrangements distributions amount $4,451,000
Number of returns with taxable pensions and annuities 550
Taxable pensions and annuities amount $9,656,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $116,000
Number of returns with taxable Social Security benefits 580
Taxable Social Security benefits amount $4,682,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $686,000
Number of returns with total statutory adjustments 850
Total statutory adjustments amount $1,889,000
Number of returns with educator expenses 80
Educator expenses amount $19,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $447,000
Number of returns with IRA payments 80
IRA payments amount $335,000
Number of returns with student loan interest deduction 370
Student loan interest deduction amount $416,000
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 770
Total itemized deductions amount $12,581,000
Amount of AGI for itemized returns $29,818,000
Number of returns with State and local income taxes 490
State and local income taxes amount $902,000
Number of returns with State and local general sales tax 240
State and local general sales tax amount $307,000
Number of returns with real estate taxes 560
Real estate taxes amount $1,198,000
Number of returns with taxes paid 760
Taxes paid amount $2,585,000
Number of returns with mortgage interest paid 480
Mortgage interest paid amount $3,112,000
Number of returns with contributions 630
Contributions amount $2,347,000
Number of returns with taxable income 2,590
Taxable income amount $55,092,000
Number of returns with income tax before credits 2,570
Income tax before credits amount $6,812,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 980
Total tax credits amount $877,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $84,000
Number of returns with nonrefundable education credit 290
Nonrefundable education credit amount $308,000
Number of returns with retirement savings contribution credit 300
Retirement savings contribution credit amount $57,000
Number of returns with child tax credit 420
Child tax credit amount $409,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 350
Self-employment tax amount $950,000
Number of returns with total tax payments 2,620
Total tax payments amount $10,899,000
Number of returns with earned income credit 440
Earned income credit amount [8] $880,000
Number of returns with excess earned income credit 340
Excess earned income credit (refundable) amount [9] $676,000
Number of returns with additional child tax credit 350
Additional child tax credit amount $479,000
Number of returns with refundable education credit 180
Refundable education credit amount $165,000
Number of returns with income tax 2,230
Income tax amount [10] $5,935,000
Number of returns with tax liability 2,380
Total tax liability amount [11] $6,967,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 560
Tax due at time of filing amount [12] $1,038,000
Number of returns with overpayments refunded 2,080
Overpayments refunded amount [13] $4,796,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $145,000

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

Number of returns 2,340
Number of single returns 1,040
Number of joint returns 890
Number of head of household returns 310
Number of returns with paid preparer's signature 1,140
Number of exemptions 4,620
Number of dependents 1,390
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] 280
Number of elderly returns [4] 710
Adjust gross income (AGI) [5] $144,833,000
Number of returns with total income 2,340
Salaries and wages amount $146,909,000
Number of returns with salaries and wages 1,900
Salaries and wages amount $104,541
Number of returns with taxable interest 870
Taxable interest amount $842
Number of returns with ordinary dividends 630
Ordinary dividends amount $2,837,000
Number of returns with qualified dividends 590
Qualified dividends amount [6] $2,188
Number of returns with state and local income tax refunds 640
State and local income tax refunds amount $420
Number of returns with business or professional net income (less loss) 440
Business or professional net income (less loss) amount $4,671,000
Number of returns with net capital gain (less loss) 530
Net capital gain (less loss) amount $1,612,000
Number of returns with taxable individual retirement arrangements distributions 390
Taxable individual retirement arrangements distributions amount $6,198,000
Number of returns with taxable pensions and annuities 560
Taxable pensions and annuities amount $13,804,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $111,000
Number of returns with taxable Social Security benefits 550
Taxable Social Security benefits amount $9,131,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $1,526,000
Number of returns with total statutory adjustments 840
Total statutory adjustments amount $2,076,000
Number of returns with educator expenses 120
Educator expenses amount $29,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $165,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $531,000
Number of returns with IRA payments 60
IRA payments amount $294,000
Number of returns with student loan interest deduction 390
Student loan interest deduction amount $464,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $79,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,230
Total itemized deductions amount $20,971,000
Amount of AGI for itemized returns $76,976,000
Number of returns with State and local income taxes 970
State and local income taxes amount $2,561,000
Number of returns with State and local general sales tax 230
State and local general sales tax amount $368,000
Number of returns with real estate taxes 1,010
Real estate taxes amount $1,845,000
Number of returns with taxes paid 1,230
Taxes paid amount $5,109,000
Number of returns with mortgage interest paid 910
Mortgage interest paid amount $5,932,000
Number of returns with contributions 1,050
Contributions amount $4,185,000
Number of returns with taxable income 2,320
Taxable income amount $94,439,000
Number of returns with income tax before credits 2,310
Income tax before credits amount $13,330,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 940
Total tax credits amount $1,336,000
Number of returns with foreign tax credit 190
Foreign tax credit amount $13,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $98,000
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $295,000
Number of returns with retirement savings contribution credit 120
Retirement savings contribution credit amount $20,000
Number of returns with child tax credit 560
Child tax credit amount $852,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 350
Self-employment tax amount $935,000
Number of returns with total tax payments 2,300
Total tax payments amount $15,924,000
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 110
Additional child tax credit amount $160,000
Number of returns with refundable education credit 130
Refundable education credit amount $127,000
Number of returns with income tax 2,210
Income tax amount [10] $11,994,000
Number of returns with tax liability 2,260
Total tax liability amount [11] $13,047,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 650
Tax due at time of filing amount [12] $1,534,000
Number of returns with overpayments refunded 1,600
Overpayments refunded amount [13] $4,212,000
Number of returns with credit to next year’s estimated tax 100
Credited to next year’s estimated tax amount $161,000

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

Number of returns 1,970
Number of single returns 480
Number of joint returns 1,280
Number of head of household returns 140
Number of returns with paid preparer's signature 1,000
Number of exemptions 4,690
Number of dependents 1,450
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 190
Number of elderly returns [4] 610
Adjust gross income (AGI) [5] $172,010,000
Number of returns with total income 1,970
Salaries and wages amount $174,497,000
Number of returns with salaries and wages 1,660
Salaries and wages amount $123,534
Number of returns with taxable interest 920
Taxable interest amount $999
Number of returns with ordinary dividends 690
Ordinary dividends amount $3,361,000
Number of returns with qualified dividends 650
Qualified dividends amount [6] $2,364
Number of returns with state and local income tax refunds 740
State and local income tax refunds amount $599
Number of returns with business or professional net income (less loss) 450
Business or professional net income (less loss) amount $6,331,000
Number of returns with net capital gain (less loss) 580
Net capital gain (less loss) amount $2,527,000
Number of returns with taxable individual retirement arrangements distributions 360
Taxable individual retirement arrangements distributions amount $7,171,000
Number of returns with taxable pensions and annuities 520
Taxable pensions and annuities amount $15,657,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $74,000
Number of returns with taxable Social Security benefits 480
Taxable Social Security benefits amount $10,724,000
Number of returns with partnership/S-corp net income (less loss) 180
Partnership/S-corp net income (less loss) amount $3,040,000
Number of returns with total statutory adjustments 740
Total statutory adjustments amount $2,487,000
Number of returns with educator expenses 110
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 90
Self-employment health insurance deduction amount $636,000
Number of returns with IRA payments 70
IRA payments amount $402,000
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $380,000
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 1,220
Total itemized deductions amount $24,200,000
Amount of AGI for itemized returns $106,998,000
Number of returns with State and local income taxes 1,030
State and local income taxes amount $3,779,000
Number of returns with State and local general sales tax 170
State and local general sales tax amount $349,000
Number of returns with real estate taxes 1,100
Real estate taxes amount $2,292,000
Number of returns with taxes paid 1,220
Taxes paid amount $6,806,000
Number of returns with mortgage interest paid 1,000
Mortgage interest paid amount $7,533,000
Number of returns with contributions 1,070
Contributions amount $5,190,000
Number of returns with taxable income 1,970
Taxable income amount $120,055,000
Number of returns with income tax before credits 1,960
Income tax before credits amount $17,792,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 960
Total tax credits amount $1,515,000
Number of returns with foreign tax credit 230
Foreign tax credit amount $24,000
Number of returns with child and dependent care credit 260
Child and dependent care credit amount $159,000
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $261,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 620
Child tax credit amount $1,018,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $14,000
Number of returns with self-employment tax 350
Self-employment tax amount $1,167,000
Number of returns with total tax payments 1,940
Total tax payments amount $19,763,000
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 $41,000
Number of returns with refundable education credit 110
Refundable education credit amount $106,000
Number of returns with income tax 1,940
Income tax amount [10] $16,277,000
Number of returns with tax liability 1,950
Total tax liability amount [11] $17,568,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 660
Tax due at time of filing amount [12] $1,968,000
Number of returns with overpayments refunded 1,230
Overpayments refunded amount [13] $3,900,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $242,000

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

Number of returns 4,390
Number of single returns 500
Number of joint returns 3,690
Number of head of household returns 150
Number of returns with paid preparer's signature 2,150
Number of exemptions 12,340
Number of dependents 4,260
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 260
Number of elderly returns [4] 1,330
Adjust gross income (AGI) [5] $610,371,000
Number of returns with total income 4,390
Salaries and wages amount $618,080,000
Number of returns with salaries and wages 3,900
Salaries and wages amount $454,942
Number of returns with taxable interest 2,470
Taxable interest amount $3,152
Number of returns with ordinary dividends 1,830
Ordinary dividends amount $10,826,000
Number of returns with qualified dividends 1,720
Qualified dividends amount [6] $8,420
Number of returns with state and local income tax refunds 2,380
State and local income tax refunds amount $2,659
Number of returns with business or professional net income (less loss) 980
Business or professional net income (less loss) amount $20,014,000
Number of returns with net capital gain (less loss) 1,560
Net capital gain (less loss) amount $10,472,000
Number of returns with taxable individual retirement arrangements distributions 800
Taxable individual retirement arrangements distributions amount $24,926,000
Number of returns with taxable pensions and annuities 1,130
Taxable pensions and annuities amount $44,492,000
Number of farm returns 40
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $245,000
Number of returns with taxable Social Security benefits 970
Taxable Social Security benefits amount $25,571,000
Number of returns with partnership/S-corp net income (less loss) 570
Partnership/S-corp net income (less loss) amount $18,140,000
Number of returns with total statutory adjustments 1,750
Total statutory adjustments amount $7,709,000
Number of returns with educator expenses 280
Educator expenses amount $76,000
Number of returns with self-employment retirement plans 70
Self-employment retirement plans amount $834,000
Number of returns with self-employment health insurance deduction 220
Self-employment health insurance deduction amount $2,013,000
Number of returns with IRA payments 150
IRA payments amount $745,000
Number of returns with student loan interest deduction 580
Student loan interest deduction amount $696,000
Number of returns with tuition and fees deduction 80
Tuition and fees deduction amount $167,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $158,000
Number of returns with itemized deductions 3,630
Total itemized deductions amount $89,482,000
Amount of AGI for itemized returns $513,680,000
Number of returns with State and local income taxes 3,280
State and local income taxes amount $19,262,000
Number of returns with State and local general sales tax 310
State and local general sales tax amount $778,000
Number of returns with real estate taxes 3,430
Real estate taxes amount $8,499,000
Number of returns with taxes paid 3,630
Taxes paid amount $30,002,000
Number of returns with mortgage interest paid 3,110
Mortgage interest paid amount $26,432,000
Number of returns with contributions 3,360
Contributions amount $22,249,000
Number of returns with taxable income 4,380
Taxable income amount $461,466,000
Number of returns with income tax before credits 4,370
Income tax before credits amount $79,956,000
Number of returns with alternative minimum tax 70
Alternative minimum tax amount $135,000
Number of returns with total tax credits 2,080
Total tax credits amount $2,528,000
Number of returns with foreign tax credit 590
Foreign tax credit amount $131,000
Number of returns with child and dependent care credit 700
Child and dependent care credit amount $385,000
Number of returns with nonrefundable education credit 380
Nonrefundable education credit amount $521,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 990
Child tax credit amount $1,273,000
Number of returns with residential energy tax credit 90
Residential energy tax credit amount $24,000
Number of returns with self-employment tax 800
Self-employment tax amount $3,708,000
Number of returns with total tax payments 4,350
Total tax payments amount $83,377,000
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 320
Refundable education credit amount $298,000
Number of returns with income tax 4,360
Income tax amount [10] $77,428,000
Number of returns with tax liability 4,370
Total tax liability amount [11] $81,529,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,840
Tax due at time of filing amount [12] $8,902,000
Number of returns with overpayments refunded 2,350
Overpayments refunded amount [13] $9,639,000
Number of returns with credit to next year’s estimated tax 220
Credited to next year’s estimated tax amount $936,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,830
Number of single returns 130
Number of joint returns 1,640
Number of head of household returns 40
Number of returns with paid preparer's signature 1,240
Number of exemptions 5,510
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] 40
Number of elderly returns [4] 550
Adjust gross income (AGI) [5] $698,961,000
Number of returns with total income 1,830
Salaries and wages amount $710,481,000
Number of returns with salaries and wages 1,670
Salaries and wages amount $444,899
Number of returns with taxable interest 1,390
Taxable interest amount $6,330
Number of returns with ordinary dividends 1,130
Ordinary dividends amount $14,314,000
Number of returns with qualified dividends 1,080
Qualified dividends amount [6] $11,115
Number of returns with state and local income tax refunds 1,150
State and local income tax refunds amount $3,194
Number of returns with business or professional net income (less loss) 520
Business or professional net income (less loss) amount $31,388,000
Number of returns with net capital gain (less loss) 1,060
Net capital gain (less loss) amount $77,512,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $14,996,000
Number of returns with taxable pensions and annuities 380
Taxable pensions and annuities amount $20,588,000
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 310
Taxable Social Security benefits amount $8,896,000
Number of returns with partnership/S-corp net income (less loss) 590
Partnership/S-corp net income (less loss) amount $79,826,000
Number of returns with total statutory adjustments 710
Total statutory adjustments amount $11,520,000
Number of returns with educator expenses 50
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 120
Self-employment retirement plans amount $3,303,000
Number of returns with self-employment health insurance deduction 200
Self-employment health insurance deduction amount $2,700,000
Number of returns with IRA payments 30
IRA payments amount $282,000
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 60
Domestic production activities deduction amount $1,710,000
Number of returns with itemized deductions 1,750
Total itemized deductions amount $79,576,000
Amount of AGI for itemized returns $665,518,000
Number of returns with State and local income taxes 1,700
State and local income taxes amount $26,902,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $150,000
Number of returns with real estate taxes 1,700
Real estate taxes amount $6,548,000
Number of returns with taxes paid 1,750
Taxes paid amount $34,550,000
Number of returns with mortgage interest paid 1,430
Mortgage interest paid amount $16,834,000
Number of returns with contributions 1,660
Contributions amount $27,837,000
Number of returns with taxable income 1,830
Taxable income amount $602,076,000
Number of returns with income tax before credits 1,830
Income tax before credits amount $154,450,000
Number of returns with alternative minimum tax 660
Alternative minimum tax amount $2,419,000
Number of returns with total tax credits 790
Total tax credits amount $1,605,000
Number of returns with foreign tax credit 510
Foreign tax credit amount $856,000
Number of returns with child and dependent care credit 260
Child and dependent care credit amount $148,000
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 50
Residential energy tax credit amount $17,000
Number of returns with self-employment tax 500
Self-employment tax amount $4,136,000
Number of returns with total tax payments 1,810
Total tax payments amount $146,321,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 1,830
Income tax amount [10] $151,788,000
Number of returns with tax liability 1,830
Total tax liability amount [11] $160,229,000
Number of returns with net investment income tax 940
Net investment income tax $2,060,000
Number of returns with tax due at time of filing 1,010
Tax due at time of filing amount [12] $25,036,000
Number of returns with overpayments refunded 640
Overpayments refunded amount [13] $5,459,000
Number of returns with credit to next year’s estimated tax 210
Credited to next year’s estimated tax amount $5,448,000

[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.