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ZIP Code Database - Facts & Stats

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ZIP Code 38002 Income Tax Stats

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

ZIP Code 38002 Data

Zip Code:38002
City:Arlington
State:TN [Tennessee]
Counties: SHELBY, TN
City Alias(es):Arlington
Area Code:901
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


38002 Income Tax Overview

Total Number of Tax Returns for ZIP Code 38002 [1] 19,140
Total Number of Single Tax Returns for ZIP Code 38002 8,070
Total Number of Joint Tax Returns for ZIP Code 38002 9,130
Total Number of Dependents for ZIP Code 38002 15,290
Total Adjusted Gross Income for ZIP Code 38002 $1,625,757,000
Average Income per Person for ZIP Code 38002 $41,764
Average Income per Household for ZIP Code 38002 $84,940

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 5,150
Number of single returns 3,980
Number of joint returns 450
Number of head of household returns 650
Number of returns with paid preparer's signature 1,960
Number of exemptions 5,390
Number of dependents 1,630
Total number of volunteer prepared returns [5] 90
Number of volunteer income tax assistance (VITA) prepared returns [3] 70
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] 670
Number of elderly returns [4] 820
Adjust gross income (AGI) [5] $58,508,000
Number of returns with total income 5,150
Salaries and wages amount $59,736,000
Number of returns with salaries and wages 4,150
Salaries and wages amount $46,679
Number of returns with taxable interest 620
Taxable interest amount $315
Number of returns with ordinary dividends 350
Ordinary dividends amount $560,000
Number of returns with qualified dividends 320
Qualified dividends amount [6] $367
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) 870
Business or professional net income (less loss) amount $3,729,000
Number of returns with net capital gain (less loss) 290
Net capital gain (less loss) amount $394,000
Number of returns with taxable individual retirement arrangements distributions 240
Taxable individual retirement arrangements distributions amount $1,648,000
Number of returns with taxable pensions and annuities 530
Taxable pensions and annuities amount $5,494,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $144,000
Number of returns with taxable Social Security benefits 240
Taxable Social Security benefits amount $474,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount ($41,000)
Number of returns with total statutory adjustments 840
Total statutory adjustments amount $1,228,000
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 80
Self-employment health insurance deduction amount $317,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 140
Student loan interest deduction amount $126,000
Number of returns with tuition and fees deduction 30
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 350
Total itemized deductions amount $5,953,000
Amount of AGI for itemized returns $5,476,000
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 $281,000
Number of returns with real estate taxes 240
Real estate taxes amount $716,000
Number of returns with taxes paid 340
Taxes paid amount $1,105,000
Number of returns with mortgage interest paid 200
Mortgage interest paid amount $1,368,000
Number of returns with contributions 250
Contributions amount $706,000
Number of returns with taxable income 2,310
Taxable income amount $12,963,000
Number of returns with income tax before credits 2,280
Income tax before credits amount $1,383,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 580
Total tax credits amount $232,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $18,000
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $144,000
Number of returns with retirement savings contribution credit 180
Retirement savings contribution credit amount $32,000
Number of returns with child tax credit 110
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 650
Self-employment tax amount $951,000
Number of returns with total tax payments 4,680
Total tax payments amount $9,195,000
Number of returns with earned income credit 1,270
Earned income credit amount [8] $3,521,000
Number of returns with excess earned income credit 1,130
Excess earned income credit (refundable) amount [9] $2,973,000
Number of returns with additional child tax credit 760
Additional child tax credit amount $969,000
Number of returns with refundable education credit 340
Refundable education credit amount $317,000
Number of returns with income tax 1,910
Income tax amount [10] $1,151,000
Number of returns with tax liability 2,470
Total tax liability amount [11] $2,160,000
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] $455,000
Number of returns with overpayments refunded 4,350
Overpayments refunded amount [13] $7,428,000
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 3,170
Number of single returns 1,520
Number of joint returns 720
Number of head of household returns 770
Number of returns with paid preparer's signature 1,370
Number of exemptions 5,970
Number of dependents 2,120
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] 630
Number of elderly returns [4] 670
Adjust gross income (AGI) [5] $117,329,000
Number of returns with total income 3,170
Salaries and wages amount $119,116,000
Number of returns with salaries and wages 2,650
Salaries and wages amount $96,529
Number of returns with taxable interest 580
Taxable interest amount $369
Number of returns with ordinary dividends 300
Ordinary dividends amount $670,000
Number of returns with qualified dividends 290
Qualified dividends amount [6] $466
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $22
Number of returns with business or professional net income (less loss) 610
Business or professional net income (less loss) amount $2,279,000
Number of returns with net capital gain (less loss) 270
Net capital gain (less loss) amount $501,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $2,927,000
Number of returns with taxable pensions and annuities 590
Taxable pensions and annuities amount $11,113,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $197,000
Number of returns with taxable Social Security benefits 510
Taxable Social Security benefits amount $3,928,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $782,000
Number of returns with total statutory adjustments 800
Total statutory adjustments amount $1,787,000
Number of returns with educator expenses 90
Educator expenses amount $22,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $298,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $354,000
Number of returns with IRA payments 70
IRA payments amount $335,000
Number of returns with student loan interest deduction 350
Student loan interest deduction amount $369,000
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 880
Total itemized deductions amount $15,524,000
Amount of AGI for itemized returns $34,551,000
Number of returns with State and local income taxes 60
State and local income taxes amount $81,000
Number of returns with State and local general sales tax 660
State and local general sales tax amount $1,169,000
Number of returns with real estate taxes 650
Real estate taxes amount $1,965,000
Number of returns with taxes paid 850
Taxes paid amount $3,347,000
Number of returns with mortgage interest paid 560
Mortgage interest paid amount $3,585,000
Number of returns with contributions 710
Contributions amount $3,211,000
Number of returns with taxable income 3,030
Taxable income amount $58,767,000
Number of returns with income tax before credits 3,010
Income tax before credits amount $7,304,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,330
Total tax credits amount $1,284,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 240
Child and dependent care credit amount $152,000
Number of returns with nonrefundable education credit 310
Nonrefundable education credit amount $326,000
Number of returns with retirement savings contribution credit 460
Retirement savings contribution credit amount $80,000
Number of returns with child tax credit 740
Child tax credit amount $691,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $17,000
Number of returns with self-employment tax 330
Self-employment tax amount $1,047,000
Number of returns with total tax payments 3,070
Total tax payments amount $13,411,000
Number of returns with earned income credit 740
Earned income credit amount [8] $1,386,000
Number of returns with excess earned income credit 580
Excess earned income credit (refundable) amount [9] $1,069,000
Number of returns with additional child tax credit 600
Additional child tax credit amount $841,000
Number of returns with refundable education credit 220
Refundable education credit amount $197,000
Number of returns with income tax 2,440
Income tax amount [10] $6,020,000
Number of returns with tax liability 2,610
Total tax liability amount [11] $7,225,000
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] $1,062,000
Number of returns with overpayments refunded 2,620
Overpayments refunded amount [13] $7,170,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $75,000

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

Number of returns 2,620
Number of single returns 880
Number of joint returns 1,130
Number of head of household returns 470
Number of returns with paid preparer's signature 1,210
Number of exemptions 5,820
Number of dependents 2,080
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 430
Number of elderly returns [4] 640
Adjust gross income (AGI) [5] $162,159,000
Number of returns with total income 2,620
Salaries and wages amount $164,177,000
Number of returns with salaries and wages 2,260
Salaries and wages amount $129,573
Number of returns with taxable interest 720
Taxable interest amount $529
Number of returns with ordinary dividends 380
Ordinary dividends amount $1,059,000
Number of returns with qualified dividends 350
Qualified dividends amount [6] $715
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $26
Number of returns with business or professional net income (less loss) 510
Business or professional net income (less loss) amount $4,033,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $908,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $4,006,000
Number of returns with taxable pensions and annuities 620
Taxable pensions and annuities amount $15,440,000
Number of farm returns 60
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 510
Taxable Social Security benefits amount $7,908,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $818,000
Number of returns with total statutory adjustments 820
Total statutory adjustments amount $2,018,000
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 80
Self-employment health insurance deduction amount $385,000
Number of returns with IRA payments 60
IRA payments amount $246,000
Number of returns with student loan interest deduction 370
Student loan interest deduction amount $400,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $83,000
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $69,000
Number of returns with itemized deductions 1,250
Total itemized deductions amount $23,738,000
Amount of AGI for itemized returns $77,717,000
Number of returns with State and local income taxes 80
State and local income taxes amount $184,000
Number of returns with State and local general sales tax 930
State and local general sales tax amount $1,877,000
Number of returns with real estate taxes 1,070
Real estate taxes amount $3,357,000
Number of returns with taxes paid 1,230
Taxes paid amount $5,649,000
Number of returns with mortgage interest paid 990
Mortgage interest paid amount $6,790,000
Number of returns with contributions 1,070
Contributions amount $5,085,000
Number of returns with taxable income 2,600
Taxable income amount $101,042,000
Number of returns with income tax before credits 2,590
Income tax before credits amount $14,196,000
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 $1,869,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 210
Child and dependent care credit amount $124,000
Number of returns with nonrefundable education credit 260
Nonrefundable education credit amount $338,000
Number of returns with retirement savings contribution credit 160
Retirement savings contribution credit amount $27,000
Number of returns with child tax credit 860
Child tax credit amount $1,322,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $35,000
Number of returns with self-employment tax 330
Self-employment tax amount $1,096,000
Number of returns with total tax payments 2,570
Total tax payments amount $18,571,000
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 160
Additional child tax credit amount $198,000
Number of returns with refundable education credit 180
Refundable education credit amount $178,000
Number of returns with income tax 2,440
Income tax amount [10] $12,328,000
Number of returns with tax liability 2,490
Total tax liability amount [11] $13,523,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 590
Tax due at time of filing amount [12] $1,571,000
Number of returns with overpayments refunded 1,990
Overpayments refunded amount [13] $6,430,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $114,000

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

Number of returns 2,260
Number of single returns 420
Number of joint returns 1,570
Number of head of household returns 210
Number of returns with paid preparer's signature 1,000
Number of exemptions 6,020
Number of dependents 2,200
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] 320
Number of elderly returns [4] 550
Adjust gross income (AGI) [5] $197,563,000
Number of returns with total income 2,260
Salaries and wages amount $199,841,000
Number of returns with salaries and wages 2,020
Salaries and wages amount $157,524
Number of returns with taxable interest 790
Taxable interest amount $893
Number of returns with ordinary dividends 440
Ordinary dividends amount $1,247,000
Number of returns with qualified dividends 400
Qualified dividends amount [6] $787
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $42
Number of returns with business or professional net income (less loss) 450
Business or professional net income (less loss) amount $5,546,000
Number of returns with net capital gain (less loss) 410
Net capital gain (less loss) amount $1,408,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $5,082,000
Number of returns with taxable pensions and annuities 580
Taxable pensions and annuities amount $17,259,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $136,000
Number of returns with taxable Social Security benefits 410
Taxable Social Security benefits amount $8,141,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $1,946,000
Number of returns with total statutory adjustments 740
Total statutory adjustments amount $2,278,000
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 50
Self-employment health insurance deduction amount $321,000
Number of returns with IRA payments 70
IRA payments amount $317,000
Number of returns with student loan interest deduction 310
Student loan interest deduction amount $360,000
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 1,270
Total itemized deductions amount $26,211,000
Amount of AGI for itemized returns $111,062,000
Number of returns with State and local income taxes 80
State and local income taxes amount $249,000
Number of returns with State and local general sales tax 960
State and local general sales tax amount $2,240,000
Number of returns with real estate taxes 1,170
Real estate taxes amount $3,992,000
Number of returns with taxes paid 1,250
Taxes paid amount $6,811,000
Number of returns with mortgage interest paid 1,090
Mortgage interest paid amount $8,359,000
Number of returns with contributions 1,090
Contributions amount $6,070,000
Number of returns with taxable income 2,250
Taxable income amount $135,360,000
Number of returns with income tax before credits 2,250
Income tax before credits amount $19,944,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,130
Total tax credits amount $2,127,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 270
Child and dependent care credit amount $162,000
Number of returns with nonrefundable education credit 260
Nonrefundable education credit amount $343,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 880
Child tax credit amount $1,546,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $17,000
Number of returns with self-employment tax 330
Self-employment tax amount $1,251,000
Number of returns with total tax payments 2,240
Total tax payments amount $23,421,000
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 $33,000
Number of returns with refundable education credit 190
Refundable education credit amount $181,000
Number of returns with income tax 2,230
Income tax amount [10] $17,817,000
Number of returns with tax liability 2,230
Total tax liability amount [11] $19,250,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 540
Tax due at time of filing amount [12] $1,779,000
Number of returns with overpayments refunded 1,680
Overpayments refunded amount [13] $5,781,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $136,000

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

Number of returns 4,720
Number of single returns 330
Number of joint returns 4,140
Number of head of household returns 210
Number of returns with paid preparer's signature 2,280
Number of exemptions 14,520
Number of dependents 5,670
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] 400
Number of elderly returns [4] 940
Adjust gross income (AGI) [5] $639,999,000
Number of returns with total income 4,720
Salaries and wages amount $646,858,000
Number of returns with salaries and wages 4,410
Salaries and wages amount $534,016
Number of returns with taxable interest 2,080
Taxable interest amount $1,490
Number of returns with ordinary dividends 1,340
Ordinary dividends amount $3,878,000
Number of returns with qualified dividends 1,230
Qualified dividends amount [6] $2,583
Number of returns with state and local income tax refunds 140
State and local income tax refunds amount $142
Number of returns with business or professional net income (less loss) 1,010
Business or professional net income (less loss) amount $18,795,000
Number of returns with net capital gain (less loss) 1,150
Net capital gain (less loss) amount $8,846,000
Number of returns with taxable individual retirement arrangements distributions 570
Taxable individual retirement arrangements distributions amount $12,492,000
Number of returns with taxable pensions and annuities 1,200
Taxable pensions and annuities amount $42,271,000
Number of farm returns 50
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $224,000
Number of returns with taxable Social Security benefits 630
Taxable Social Security benefits amount $15,649,000
Number of returns with partnership/S-corp net income (less loss) 290
Partnership/S-corp net income (less loss) amount $6,875,000
Number of returns with total statutory adjustments 1,850
Total statutory adjustments amount $6,859,000
Number of returns with educator expenses 320
Educator expenses amount $83,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $693,000
Number of returns with self-employment health insurance deduction 140
Self-employment health insurance deduction amount $1,095,000
Number of returns with IRA payments 150
IRA payments amount $768,000
Number of returns with student loan interest deduction 660
Student loan interest deduction amount $776,000
Number of returns with tuition and fees deduction 90
Tuition and fees deduction amount $200,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 3,320
Total itemized deductions amount $78,779,000
Amount of AGI for itemized returns $459,275,000
Number of returns with State and local income taxes 230
State and local income taxes amount $997,000
Number of returns with State and local general sales tax 2,650
State and local general sales tax amount $8,182,000
Number of returns with real estate taxes 3,190
Real estate taxes amount $12,600,000
Number of returns with taxes paid 3,310
Taxes paid amount $22,304,000
Number of returns with mortgage interest paid 3,050
Mortgage interest paid amount $26,384,000
Number of returns with contributions 3,010
Contributions amount $20,445,000
Number of returns with taxable income 4,720
Taxable income amount $485,030,000
Number of returns with income tax before credits 4,710
Income tax before credits amount $83,192,000
Number of returns with alternative minimum tax 60
Alternative minimum tax amount $104,000
Number of returns with total tax credits 2,370
Total tax credits amount $3,379,000
Number of returns with foreign tax credit 340
Foreign tax credit amount $31,000
Number of returns with child and dependent care credit 700
Child and dependent care credit amount $440,000
Number of returns with nonrefundable education credit 620
Nonrefundable education credit amount $853,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,390
Child tax credit amount $1,842,000
Number of returns with residential energy tax credit 110
Residential energy tax credit amount $52,000
Number of returns with self-employment tax 770
Self-employment tax amount $3,796,000
Number of returns with total tax payments 4,690
Total tax payments amount $89,953,000
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 560
Refundable education credit amount $527,000
Number of returns with income tax 4,710
Income tax amount [10] $79,813,000
Number of returns with tax liability 4,710
Total tax liability amount [11] $84,227,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,570
Tax due at time of filing amount [12] $6,989,000
Number of returns with overpayments refunded 3,060
Overpayments refunded amount [13] $12,161,000
Number of returns with credit to next year’s estimated tax 100
Credited to next year’s estimated tax amount $432,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,220
Number of single returns 60
Number of joint returns 1,120
Number of head of household returns 30
Number of returns with paid preparer's signature 740
Number of exemptions 3,940
Number of dependents 1,590
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 30
Number of elderly returns [4] 260
Adjust gross income (AGI) [5] $450,199,000
Number of returns with total income 1,220
Salaries and wages amount $456,785,000
Number of returns with salaries and wages 1,140
Salaries and wages amount $326,427
Number of returns with taxable interest 860
Taxable interest amount $3,079
Number of returns with ordinary dividends 640
Ordinary dividends amount $6,519,000
Number of returns with qualified dividends 620
Qualified dividends amount [6] $5,121
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $68
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $28,826,000
Number of returns with net capital gain (less loss) 640
Net capital gain (less loss) amount $23,670,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $5,540,000
Number of returns with taxable pensions and annuities 260
Taxable pensions and annuities amount $13,698,000
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 130
Taxable Social Security benefits amount $3,282,000
Number of returns with partnership/S-corp net income (less loss) 310
Partnership/S-corp net income (less loss) amount $25,338,000
Number of returns with total statutory adjustments 450
Total statutory adjustments amount $6,586,000
Number of returns with educator expenses 40
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $1,779,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $1,282,000
Number of returns with IRA payments 20
IRA payments amount $214,000
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 40
Domestic production activities deduction amount $548,000
Number of returns with itemized deductions 1,050
Total itemized deductions amount $43,264,000
Amount of AGI for itemized returns $372,103,000
Number of returns with State and local income taxes 100
State and local income taxes amount $788,000
Number of returns with State and local general sales tax 870
State and local general sales tax amount $4,118,000
Number of returns with real estate taxes 1,030
Real estate taxes amount $5,786,000
Number of returns with taxes paid 1,050
Taxes paid amount $11,398,000
Number of returns with mortgage interest paid 930
Mortgage interest paid amount $10,126,000
Number of returns with contributions 980
Contributions amount $19,482,000
Number of returns with taxable income 1,220
Taxable income amount $392,313,000
Number of returns with income tax before credits 1,220
Income tax before credits amount $100,902,000
Number of returns with alternative minimum tax 280
Alternative minimum tax amount $876,000
Number of returns with total tax credits 420
Total tax credits amount $838,000
Number of returns with foreign tax credit 250
Foreign tax credit amount $264,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $88,000
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 30
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 320
Self-employment tax amount $3,660,000
Number of returns with total tax payments 1,210
Total tax payments amount $102,356,000
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 1,220
Income tax amount [10] $100,064,000
Number of returns with tax liability 1,220
Total tax liability amount [11] $106,053,000
Number of returns with net investment income tax 560
Net investment income tax $835,000
Number of returns with tax due at time of filing 640
Tax due at time of filing amount [12] $13,348,000
Number of returns with overpayments refunded 500
Overpayments refunded amount [13] $7,131,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $2,389,000

[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.