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ZIP Code Database - Facts & Stats

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ZIP Code 38018 Income Tax Stats

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

ZIP Code 38018 Data

Zip Code:38018
City:Cordova
State:TN [Tennessee]
Counties: SHELBY, TN
City Alias(es):Cordova
Area Code:901
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


38018 Income Tax Overview

Total Number of Tax Returns for ZIP Code 38018 [1] 17,820
Total Number of Single Tax Returns for ZIP Code 38018 4,940
Total Number of Joint Tax Returns for ZIP Code 38018 5,390
Total Number of Dependents for ZIP Code 38018 11,290
Total Adjusted Gross Income for ZIP Code 38018 $1,147,544,000
Average Income per Person for ZIP Code 38018 $32,732
Average Income per Household for ZIP Code 38018 $64,396

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 5,510
Number of single returns 3,840
Number of joint returns 440
Number of head of household returns 1,140
Number of returns with paid preparer's signature 2,360
Number of exemptions 7,430
Number of dependents 2,620
Total number of volunteer prepared returns [5] 100
Number of volunteer income tax assistance (VITA) prepared returns [3] 70
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 1,230
Number of elderly returns [4] 760
Adjust gross income (AGI) [5] $70,743,000
Number of returns with total income 5,510
Salaries and wages amount $72,281,000
Number of returns with salaries and wages 4,470
Salaries and wages amount $61,469
Number of returns with taxable interest 480
Taxable interest amount $280
Number of returns with ordinary dividends 330
Ordinary dividends amount $595,000
Number of returns with qualified dividends 300
Qualified dividends amount [6] $404
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) 1,350
Business or professional net income (less loss) amount $2,761,000
Number of returns with net capital gain (less loss) 270
Net capital gain (less loss) amount $174,000
Number of returns with taxable individual retirement arrangements distributions 240
Taxable individual retirement arrangements distributions amount $1,495,000
Number of returns with taxable pensions and annuities 530
Taxable pensions and annuities amount $4,643,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $172,000
Number of returns with taxable Social Security benefits 210
Taxable Social Security benefits amount $454,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $93,000
Number of returns with total statutory adjustments 1,160
Total statutory adjustments amount $1,538,000
Number of returns with educator expenses 20
Educator expenses amount $6,000
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 $256,000
Number of returns with IRA payments 30
IRA payments amount $110,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $207,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $165,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 480
Total itemized deductions amount $7,236,000
Amount of AGI for itemized returns $7,667,000
Number of returns with State and local income taxes 30
State and local income taxes amount $34,000
Number of returns with State and local general sales tax 340
State and local general sales tax amount $444,000
Number of returns with real estate taxes 290
Real estate taxes amount $835,000
Number of returns with taxes paid 450
Taxes paid amount $1,402,000
Number of returns with mortgage interest paid 260
Mortgage interest paid amount $1,413,000
Number of returns with contributions 360
Contributions amount $1,036,000
Number of returns with taxable income 2,500
Taxable income amount $14,388,000
Number of returns with income tax before credits 2,480
Income tax before credits amount $1,524,000
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 $324,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $28,000
Number of returns with nonrefundable education credit 330
Nonrefundable education credit amount $186,000
Number of returns with retirement savings contribution credit 290
Retirement savings contribution credit amount $54,000
Number of returns with child tax credit 160
Child tax credit amount $50,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 860
Self-employment tax amount $1,293,000
Number of returns with total tax payments 5,100
Total tax payments amount $13,267,000
Number of returns with earned income credit 2,050
Earned income credit amount [8] $6,015,000
Number of returns with excess earned income credit 1,830
Excess earned income credit (refundable) amount [9] $5,228,000
Number of returns with additional child tax credit 1,260
Additional child tax credit amount $1,653,000
Number of returns with refundable education credit 610
Refundable education credit amount $600,000
Number of returns with income tax 1,900
Income tax amount [10] $1,200,000
Number of returns with tax liability 2,710
Total tax liability amount [11] $2,600,000
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] $513,000
Number of returns with overpayments refunded 4,730
Overpayments refunded amount [13] $11,115,000
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 4,620
Number of single returns 2,330
Number of joint returns 760
Number of head of household returns 1,330
Number of returns with paid preparer's signature 1,850
Number of exemptions 8,660
Number of dependents 3,310
Total number of volunteer prepared returns [5] 90
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 1,150
Number of elderly returns [4] 680
Adjust gross income (AGI) [5] $169,044,000
Number of returns with total income 4,620
Salaries and wages amount $171,268,000
Number of returns with salaries and wages 4,180
Salaries and wages amount $153,362
Number of returns with taxable interest 480
Taxable interest amount $240
Number of returns with ordinary dividends 300
Ordinary dividends amount $666,000
Number of returns with qualified dividends 270
Qualified dividends amount [6] $442
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $27
Number of returns with business or professional net income (less loss) 910
Business or professional net income (less loss) amount $84,000
Number of returns with net capital gain (less loss) 270
Net capital gain (less loss) amount $952,000
Number of returns with taxable individual retirement arrangements distributions 240
Taxable individual retirement arrangements distributions amount $2,514,000
Number of returns with taxable pensions and annuities 610
Taxable pensions and annuities amount $9,506,000
Number of farm returns 30
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $237,000
Number of returns with taxable Social Security benefits 440
Taxable Social Security benefits amount $3,187,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $392,000
Number of returns with total statutory adjustments 1,180
Total statutory adjustments amount $2,224,000
Number of returns with educator expenses 150
Educator expenses amount $37,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $323,000
Number of returns with IRA payments 70
IRA payments amount $211,000
Number of returns with student loan interest deduction 580
Student loan interest deduction amount $649,000
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 $20,024,000
Amount of AGI for itemized returns $46,703,000
Number of returns with State and local income taxes 80
State and local income taxes amount $118,000
Number of returns with State and local general sales tax 870
State and local general sales tax amount $1,477,000
Number of returns with real estate taxes 780
Real estate taxes amount $1,888,000
Number of returns with taxes paid 1,160
Taxes paid amount $3,904,000
Number of returns with mortgage interest paid 760
Mortgage interest paid amount $4,011,000
Number of returns with contributions 1,020
Contributions amount $4,629,000
Number of returns with taxable income 4,410
Taxable income amount $86,535,000
Number of returns with income tax before credits 4,400
Income tax before credits amount $10,783,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,040
Total tax credits amount $1,976,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 420
Child and dependent care credit amount $260,000
Number of returns with nonrefundable education credit 580
Nonrefundable education credit amount $641,000
Number of returns with retirement savings contribution credit 690
Retirement savings contribution credit amount $111,000
Number of returns with child tax credit 1,040
Child tax credit amount $922,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $34,000
Number of returns with self-employment tax 420
Self-employment tax amount $1,121,000
Number of returns with total tax payments 4,490
Total tax payments amount $19,975,000
Number of returns with earned income credit 1,240
Earned income credit amount [8] $2,547,000
Number of returns with excess earned income credit 1,020
Excess earned income credit (refundable) amount [9] $2,090,000
Number of returns with additional child tax credit 970
Additional child tax credit amount $1,378,000
Number of returns with refundable education credit 420
Refundable education credit amount $385,000
Number of returns with income tax 3,460
Income tax amount [10] $8,807,000
Number of returns with tax liability 3,670
Total tax liability amount [11] $10,082,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 750
Tax due at time of filing amount [12] $1,458,000
Number of returns with overpayments refunded 3,820
Overpayments refunded amount [13] $11,178,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $103,000

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

Number of returns 3,040
Number of single returns 1,330
Number of joint returns 930
Number of head of household returns 620
Number of returns with paid preparer's signature 1,300
Number of exemptions 5,920
Number of dependents 1,960
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
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] 580
Number of elderly returns [4] 640
Adjust gross income (AGI) [5] $186,304,000
Number of returns with total income 3,040
Salaries and wages amount $188,807,000
Number of returns with salaries and wages 2,720
Salaries and wages amount $157,295
Number of returns with taxable interest 600
Taxable interest amount $361
Number of returns with ordinary dividends 370
Ordinary dividends amount $1,093,000
Number of returns with qualified dividends 340
Qualified dividends amount [6] $765
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $33
Number of returns with business or professional net income (less loss) 600
Business or professional net income (less loss) amount $4,375,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $904,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $3,320,000
Number of returns with taxable pensions and annuities 600
Taxable pensions and annuities amount $12,708,000
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 430
Taxable Social Security benefits amount $6,647,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $1,418,000
Number of returns with total statutory adjustments 1,010
Total statutory adjustments amount $2,503,000
Number of returns with educator expenses 170
Educator expenses amount $42,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $216,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $394,000
Number of returns with IRA payments 80
IRA payments amount $329,000
Number of returns with student loan interest deduction 500
Student loan interest deduction amount $615,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $92,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,400
Total itemized deductions amount $25,985,000
Amount of AGI for itemized returns $86,241,000
Number of returns with State and local income taxes 110
State and local income taxes amount $246,000
Number of returns with State and local general sales tax 990
State and local general sales tax amount $1,994,000
Number of returns with real estate taxes 1,120
Real estate taxes amount $2,895,000
Number of returns with taxes paid 1,350
Taxes paid amount $5,579,000
Number of returns with mortgage interest paid 1,080
Mortgage interest paid amount $6,074,000
Number of returns with contributions 1,200
Contributions amount $6,196,000
Number of returns with taxable income 3,020
Taxable income amount $121,080,000
Number of returns with income tax before credits 3,020
Income tax before credits amount $17,514,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,190
Total tax credits amount $1,885,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 250
Child and dependent care credit amount $157,000
Number of returns with nonrefundable education credit 360
Nonrefundable education credit amount $519,000
Number of returns with retirement savings contribution credit 150
Retirement savings contribution credit amount $24,000
Number of returns with child tax credit 780
Child tax credit amount $1,097,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $39,000
Number of returns with self-employment tax 340
Self-employment tax amount $1,185,000
Number of returns with total tax payments 2,970
Total tax payments amount $21,424,000
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 $186,000
Number of returns with refundable education credit 280
Refundable education credit amount $283,000
Number of returns with income tax 2,870
Income tax amount [10] $15,629,000
Number of returns with tax liability 2,910
Total tax liability amount [11] $17,039,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 720
Tax due at time of filing amount [12] $2,111,000
Number of returns with overpayments refunded 2,300
Overpayments refunded amount [13] $6,367,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $72,000

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

Number of returns 1,770
Number of single returns 520
Number of joint returns 980
Number of head of household returns 220
Number of returns with paid preparer's signature 780
Number of exemptions 3,880
Number of dependents 1,120
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] 220
Number of elderly returns [4] 500
Adjust gross income (AGI) [5] $153,381,000
Number of returns with total income 1,770
Salaries and wages amount $155,021,000
Number of returns with salaries and wages 1,600
Salaries and wages amount $125,102
Number of returns with taxable interest 540
Taxable interest amount $315
Number of returns with ordinary dividends 340
Ordinary dividends amount $971,000
Number of returns with qualified dividends 320
Qualified dividends amount [6] $710
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $37
Number of returns with business or professional net income (less loss) 360
Business or professional net income (less loss) amount $3,020,000
Number of returns with net capital gain (less loss) 320
Net capital gain (less loss) amount $1,398,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $3,530,000
Number of returns with taxable pensions and annuities 440
Taxable pensions and annuities amount $11,960,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $85,000
Number of returns with taxable Social Security benefits 360
Taxable Social Security benefits amount $7,375,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $682,000
Number of returns with total statutory adjustments 590
Total statutory adjustments amount $1,640,000
Number of returns with educator expenses 110
Educator expenses amount $29,000
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 $354,000
Number of returns with IRA payments 30
IRA payments amount $160,000
Number of returns with student loan interest deduction 270
Student loan interest deduction amount $321,000
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 930
Total itemized deductions amount $20,158,000
Amount of AGI for itemized returns $80,167,000
Number of returns with State and local income taxes 80
State and local income taxes amount $226,000
Number of returns with State and local general sales tax 670
State and local general sales tax amount $1,583,000
Number of returns with real estate taxes 820
Real estate taxes amount $2,392,000
Number of returns with taxes paid 920
Taxes paid amount $4,446,000
Number of returns with mortgage interest paid 760
Mortgage interest paid amount $4,828,000
Number of returns with contributions 840
Contributions amount $5,277,000
Number of returns with taxable income 1,770
Taxable income amount $108,811,000
Number of returns with income tax before credits 1,770
Income tax before credits amount $16,652,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 680
Total tax credits amount $1,073,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $91,000
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $269,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 440
Child tax credit amount $653,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $34,000
Number of returns with self-employment tax 230
Self-employment tax amount $761,000
Number of returns with total tax payments 1,760
Total tax payments amount $19,124,000
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 140
Refundable education credit amount $131,000
Number of returns with income tax 1,750
Income tax amount [10] $15,579,000
Number of returns with tax liability 1,750
Total tax liability amount [11] $16,496,000
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] $1,457,000
Number of returns with overpayments refunded 1,270
Overpayments refunded amount [13] $3,948,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $103,000

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

Number of returns 2,300
Number of single returns 360
Number of joint returns 1,780
Number of head of household returns 140
Number of returns with paid preparer's signature 1,110
Number of exemptions 5,850
Number of dependents 1,770
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] 240
Number of elderly returns [4] 700
Adjust gross income (AGI) [5] $308,278,000
Number of returns with total income 2,300
Salaries and wages amount $312,190,000
Number of returns with salaries and wages 2,100
Salaries and wages amount $243,215
Number of returns with taxable interest 960
Taxable interest amount $1,024
Number of returns with ordinary dividends 690
Ordinary dividends amount $3,107,000
Number of returns with qualified dividends 640
Qualified dividends amount [6] $2,196
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $95
Number of returns with business or professional net income (less loss) 540
Business or professional net income (less loss) amount $11,729,000
Number of returns with net capital gain (less loss) 600
Net capital gain (less loss) amount $4,809,000
Number of returns with taxable individual retirement arrangements distributions 330
Taxable individual retirement arrangements distributions amount $7,311,000
Number of returns with taxable pensions and annuities 660
Taxable pensions and annuities amount $24,234,000
Number of farm returns 20
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $160,000
Number of returns with taxable Social Security benefits 430
Taxable Social Security benefits amount $10,960,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $3,565,000
Number of returns with total statutory adjustments 900
Total statutory adjustments amount $3,912,000
Number of returns with educator expenses 180
Educator expenses amount $46,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $584,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $654,000
Number of returns with IRA payments 90
IRA payments amount $601,000
Number of returns with student loan interest deduction 300
Student loan interest deduction amount $375,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $167,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,480
Total itemized deductions amount $36,316,000
Amount of AGI for itemized returns $201,545,000
Number of returns with State and local income taxes 140
State and local income taxes amount $582,000
Number of returns with State and local general sales tax 1,130
State and local general sales tax amount $3,251,000
Number of returns with real estate taxes 1,370
Real estate taxes amount $5,049,000
Number of returns with taxes paid 1,470
Taxes paid amount $9,131,000
Number of returns with mortgage interest paid 1,240
Mortgage interest paid amount $9,247,000
Number of returns with contributions 1,370
Contributions amount $11,625,000
Number of returns with taxable income 2,300
Taxable income amount $238,364,000
Number of returns with income tax before credits 2,300
Income tax before credits amount $41,890,000
Number of returns with alternative minimum tax 60
Alternative minimum tax amount $111,000
Number of returns with total tax credits 850
Total tax credits amount $1,018,000
Number of returns with foreign tax credit 210
Foreign tax credit amount $37,000
Number of returns with child and dependent care credit 240
Child and dependent care credit amount $139,000
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $330,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 340
Child tax credit amount $433,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $38,000
Number of returns with self-employment tax 390
Self-employment tax amount $2,055,000
Number of returns with total tax payments 2,280
Total tax payments amount $43,827,000
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 200
Refundable education credit amount $192,000
Number of returns with income tax 2,300
Income tax amount [10] $40,872,000
Number of returns with tax liability 2,300
Total tax liability amount [11] $43,273,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 930
Tax due at time of filing amount [12] $4,788,000
Number of returns with overpayments refunded 1,310
Overpayments refunded amount [13] $5,005,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $235,000

Adjusted Gross Income: $200,000 or more

Number of returns 580
Number of single returns 50
Number of joint returns 500
Number of head of household returns 30
Number of returns with paid preparer's signature 380
Number of exemptions 1,590
Number of dependents 510
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] 240
Adjust gross income (AGI) [5] $259,794,000
Number of returns with total income 580
Salaries and wages amount $264,397,000
Number of returns with salaries and wages 510
Salaries and wages amount $154,968
Number of returns with taxable interest 400
Taxable interest amount $1,309
Number of returns with ordinary dividends 330
Ordinary dividends amount $5,654,000
Number of returns with qualified dividends 310
Qualified dividends amount [6] $4,429
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $47
Number of returns with business or professional net income (less loss) 190
Business or professional net income (less loss) amount $23,387,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $16,983,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $6,466,000
Number of returns with taxable pensions and annuities 150
Taxable pensions and annuities amount $8,635,000
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 110
Taxable Social Security benefits amount $3,155,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $16,569,000
Number of returns with total statutory adjustments 230
Total statutory adjustments amount $4,603,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $1,421,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $720,000
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 470
Total itemized deductions amount $22,035,000
Amount of AGI for itemized returns $204,828,000
Number of returns with State and local income taxes 70
State and local income taxes amount $1,204,000
Number of returns with State and local general sales tax 370
State and local general sales tax amount $1,638,000
Number of returns with real estate taxes 450
Real estate taxes amount $2,818,000
Number of returns with taxes paid 470
Taxes paid amount $5,793,000
Number of returns with mortgage interest paid 380
Mortgage interest paid amount $3,940,000
Number of returns with contributions 440
Contributions amount $10,443,000
Number of returns with taxable income 580
Taxable income amount $232,021,000
Number of returns with income tax before credits 580
Income tax before credits amount $61,568,000
Number of returns with alternative minimum tax 130
Alternative minimum tax amount $498,000
Number of returns with total tax credits 200
Total tax credits amount $294,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $59,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $16,000
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 180
Self-employment tax amount $2,267,000
Number of returns with total tax payments 570
Total tax payments amount $61,436,000
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 580
Income tax amount [10] $61,275,000
Number of returns with tax liability 580
Total tax liability amount [11] $65,952,000
Number of returns with net investment income tax 300
Net investment income tax $708,000
Number of returns with tax due at time of filing 330
Tax due at time of filing amount [12] $8,867,000
Number of returns with overpayments refunded 210
Overpayments refunded amount [13] $2,426,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $1,175,000

[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.