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ZIP Code Database - Facts & Stats

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ZIP Code 38119 Income Tax Stats

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

ZIP Code 38119 Data

Zip Code:38119
City:Memphis
State:TN [Tennessee]
Counties: SHELBY, TN
City Alias(es):Memphis
Area Code:901
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


38119 Income Tax Overview

Total Number of Tax Returns for ZIP Code 38119 [1] 11,720
Total Number of Single Tax Returns for ZIP Code 38119 2,810
Total Number of Joint Tax Returns for ZIP Code 38119 3,330
Total Number of Dependents for ZIP Code 38119 6,310
Total Adjusted Gross Income for ZIP Code 38119 $1,019,486,000
Average Income per Person for ZIP Code 38119 $45,655
Average Income per Household for ZIP Code 38119 $86,987

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 3,580
Number of single returns 2,550
Number of joint returns 230
Number of head of household returns 750
Number of returns with paid preparer's signature 1,680
Number of exemptions 4,670
Number of dependents 1,530
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 850
Number of elderly returns [4] 610
Adjust gross income (AGI) [5] $46,778,000
Number of returns with total income 3,580
Salaries and wages amount $47,727,000
Number of returns with salaries and wages 2,870
Salaries and wages amount $40,890
Number of returns with taxable interest 410
Taxable interest amount $281
Number of returns with ordinary dividends 370
Ordinary dividends amount $668,000
Number of returns with qualified dividends 340
Qualified dividends amount [6] $464
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) 850
Business or professional net income (less loss) amount $1,051,000
Number of returns with net capital gain (less loss) 320
Net capital gain (less loss) amount $428,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $1,229,000
Number of returns with taxable pensions and annuities 400
Taxable pensions and annuities amount $3,260,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $126,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $350,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $205,000
Number of returns with total statutory adjustments 700
Total statutory adjustments amount $949,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $177,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $116,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $148,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 280
Total itemized deductions amount $4,055,000
Amount of AGI for itemized returns $4,476,000
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 210
State and local general sales tax amount $239,000
Number of returns with real estate taxes 160
Real estate taxes amount $511,000
Number of returns with taxes paid 260
Taxes paid amount $804,000
Number of returns with mortgage interest paid 120
Mortgage interest paid amount $573,000
Number of returns with contributions 220
Contributions amount $650,000
Number of returns with taxable income 1,730
Taxable income amount $10,190,000
Number of returns with income tax before credits 1,700
Income tax before credits amount $1,084,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 630
Total tax credits amount $254,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $18,000
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $159,000
Number of returns with retirement savings contribution credit 210
Retirement savings contribution credit amount $38,000
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 520
Self-employment tax amount $758,000
Number of returns with total tax payments 3,280
Total tax payments amount $8,282,000
Number of returns with earned income credit 1,330
Earned income credit amount [8] $3,656,000
Number of returns with excess earned income credit 1,180
Excess earned income credit (refundable) amount [9] $3,189,000
Number of returns with additional child tax credit 770
Additional child tax credit amount $954,000
Number of returns with refundable education credit 390
Refundable education credit amount $377,000
Number of returns with income tax 1,290
Income tax amount [10] $829,000
Number of returns with tax liability 1,760
Total tax liability amount [11] $1,660,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 350
Tax due at time of filing amount [12] $331,000
Number of returns with overpayments refunded 3,020
Overpayments refunded amount [13] $6,897,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $35,000

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

Number of returns 3,060
Number of single returns 1,790
Number of joint returns 370
Number of head of household returns 810
Number of returns with paid preparer's signature 1,330
Number of exemptions 5,100
Number of dependents 1,690
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] 740
Number of elderly returns [4] 640
Adjust gross income (AGI) [5] $111,872,000
Number of returns with total income 3,060
Salaries and wages amount $113,266,000
Number of returns with salaries and wages 2,650
Salaries and wages amount $95,832
Number of returns with taxable interest 470
Taxable interest amount $415
Number of returns with ordinary dividends 320
Ordinary dividends amount $1,181,000
Number of returns with qualified dividends 290
Qualified dividends amount [6] $844
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $28
Number of returns with business or professional net income (less loss) 560
Business or professional net income (less loss) amount ($712,000)
Number of returns with net capital gain (less loss) 290
Net capital gain (less loss) amount $736,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $2,477,000
Number of returns with taxable pensions and annuities 550
Taxable pensions and annuities amount $8,826,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $230,000
Number of returns with taxable Social Security benefits 460
Taxable Social Security benefits amount $3,537,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $486,000
Number of returns with total statutory adjustments 710
Total statutory adjustments amount $1,394,000
Number of returns with educator expenses 120
Educator expenses amount $30,000
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 $251,000
Number of returns with IRA payments 70
IRA payments amount $258,000
Number of returns with student loan interest deduction 350
Student loan interest deduction amount $376,000
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 800
Total itemized deductions amount $13,980,000
Amount of AGI for itemized returns $30,757,000
Number of returns with State and local income taxes 90
State and local income taxes amount $131,000
Number of returns with State and local general sales tax 590
State and local general sales tax amount $1,273,000
Number of returns with real estate taxes 470
Real estate taxes amount $1,472,000
Number of returns with taxes paid 760
Taxes paid amount $3,104,000
Number of returns with mortgage interest paid 400
Mortgage interest paid amount $1,960,000
Number of returns with contributions 690
Contributions amount $3,327,000
Number of returns with taxable income 2,950
Taxable income amount $60,059,000
Number of returns with income tax before credits 2,930
Income tax before credits amount $7,454,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,240
Total tax credits amount $1,156,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 220
Child and dependent care credit amount $146,000
Number of returns with nonrefundable education credit 360
Nonrefundable education credit amount $422,000
Number of returns with retirement savings contribution credit 430
Retirement savings contribution credit amount $70,000
Number of returns with child tax credit 540
Child tax credit amount $482,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $25,000
Number of returns with self-employment tax 220
Self-employment tax amount $553,000
Number of returns with total tax payments 2,970
Total tax payments amount $12,791,000
Number of returns with earned income credit 650
Earned income credit amount [8] $1,276,000
Number of returns with excess earned income credit 540
Excess earned income credit (refundable) amount [9] $1,094,000
Number of returns with additional child tax credit 480
Additional child tax credit amount $640,000
Number of returns with refundable education credit 270
Refundable education credit amount $257,000
Number of returns with income tax 2,420
Income tax amount [10] $6,298,000
Number of returns with tax liability 2,520
Total tax liability amount [11] $6,964,000
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] $805,000
Number of returns with overpayments refunded 2,480
Overpayments refunded amount [13] $6,521,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $69,000

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

Number of returns 1,780
Number of single returns 940
Number of joint returns 470
Number of head of household returns 300
Number of returns with paid preparer's signature 800
Number of exemptions 3,070
Number of dependents 810
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] 300
Number of elderly returns [4] 520
Adjust gross income (AGI) [5] $108,222,000
Number of returns with total income 1,780
Salaries and wages amount $109,779,000
Number of returns with salaries and wages 1,540
Salaries and wages amount $85,674
Number of returns with taxable interest 450
Taxable interest amount $578
Number of returns with ordinary dividends 340
Ordinary dividends amount $1,452,000
Number of returns with qualified dividends 310
Qualified dividends amount [6] $986
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $36
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $2,441,000
Number of returns with net capital gain (less loss) 290
Net capital gain (less loss) amount $827,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $2,585,000
Number of returns with taxable pensions and annuities 400
Taxable pensions and annuities amount $9,311,000
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 360
Taxable Social Security benefits amount $5,636,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $404,000
Number of returns with total statutory adjustments 600
Total statutory adjustments amount $1,557,000
Number of returns with educator expenses 100
Educator expenses amount $25,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $318,000
Number of returns with IRA payments 40
IRA payments amount $166,000
Number of returns with student loan interest deduction 330
Student loan interest deduction amount $401,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $71,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 750
Total itemized deductions amount $14,636,000
Amount of AGI for itemized returns $46,369,000
Number of returns with State and local income taxes 60
State and local income taxes amount $125,000
Number of returns with State and local general sales tax 560
State and local general sales tax amount $1,277,000
Number of returns with real estate taxes 540
Real estate taxes amount $1,783,000
Number of returns with taxes paid 730
Taxes paid amount $3,366,000
Number of returns with mortgage interest paid 460
Mortgage interest paid amount $2,496,000
Number of returns with contributions 650
Contributions amount $3,473,000
Number of returns with taxable income 1,760
Taxable income amount $72,268,000
Number of returns with income tax before credits 1,760
Income tax before credits amount $10,482,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 600
Total tax credits amount $765,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $62,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $240,000
Number of returns with retirement savings contribution credit 80
Retirement savings contribution credit amount $14,000
Number of returns with child tax credit 300
Child tax credit amount $417,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $16,000
Number of returns with self-employment tax 160
Self-employment tax amount $533,000
Number of returns with total tax payments 1,750
Total tax payments amount $12,773,000
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 70
Additional child tax credit amount $96,000
Number of returns with refundable education credit 110
Refundable education credit amount $115,000
Number of returns with income tax 1,690
Income tax amount [10] $9,717,000
Number of returns with tax liability 1,720
Total tax liability amount [11] $10,392,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 420
Tax due at time of filing amount [12] $1,071,000
Number of returns with overpayments refunded 1,320
Overpayments refunded amount [13] $3,339,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $87,000

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

Number of returns 1,040
Number of single returns 370
Number of joint returns 520
Number of head of household returns 110
Number of returns with paid preparer's signature 500
Number of exemptions 2,100
Number of dependents 540
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] 110
Number of elderly returns [4] 380
Adjust gross income (AGI) [5] $89,930,000
Number of returns with total income 1,040
Salaries and wages amount $91,071,000
Number of returns with salaries and wages 870
Salaries and wages amount $65,938
Number of returns with taxable interest 400
Taxable interest amount $588
Number of returns with ordinary dividends 290
Ordinary dividends amount $1,562,000
Number of returns with qualified dividends 270
Qualified dividends amount [6] $1,078
Number of returns with state and local income tax refunds 20
State and local income tax refunds amount $20
Number of returns with business or professional net income (less loss) 220
Business or professional net income (less loss) amount $2,593,000
Number of returns with net capital gain (less loss) 250
Net capital gain (less loss) amount $1,363,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $2,927,000
Number of returns with taxable pensions and annuities 300
Taxable pensions and annuities amount $8,750,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $140,000
Number of returns with taxable Social Security benefits 280
Taxable Social Security benefits amount $5,812,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $578,000
Number of returns with total statutory adjustments 340
Total statutory adjustments amount $1,141,000
Number of returns with educator expenses 60
Educator expenses amount $17,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $264,000
Number of returns with IRA payments 30
IRA payments amount $154,000
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $138,000
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 550
Total itemized deductions amount $11,419,000
Amount of AGI for itemized returns $48,200,000
Number of returns with State and local income taxes 40
State and local income taxes amount $116,000
Number of returns with State and local general sales tax 410
State and local general sales tax amount $877,000
Number of returns with real estate taxes 480
Real estate taxes amount $1,802,000
Number of returns with taxes paid 550
Taxes paid amount $2,916,000
Number of returns with mortgage interest paid 400
Mortgage interest paid amount $2,469,000
Number of returns with contributions 500
Contributions amount $2,924,000
Number of returns with taxable income 1,030
Taxable income amount $64,852,000
Number of returns with income tax before credits 1,030
Income tax before credits amount $10,056,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 370
Total tax credits amount $520,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $56,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $98,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 210
Child tax credit amount $318,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $19,000
Number of returns with self-employment tax 160
Self-employment tax amount $578,000
Number of returns with total tax payments 1,020
Total tax payments amount $11,521,000
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 40
Refundable education credit amount $42,000
Number of returns with income tax 1,020
Income tax amount [10] $9,535,000
Number of returns with tax liability 1,030
Total tax liability amount [11] $10,182,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 330
Tax due at time of filing amount [12] $1,061,000
Number of returns with overpayments refunded 670
Overpayments refunded amount [13] $2,207,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $173,000

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

Number of returns 1,520
Number of single returns 280
Number of joint returns 1,130
Number of head of household returns 80
Number of returns with paid preparer's signature 840
Number of exemptions 3,710
Number of dependents 1,060
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] 100
Number of elderly returns [4] 610
Adjust gross income (AGI) [5] $206,000,000
Number of returns with total income 1,520
Salaries and wages amount $209,115,000
Number of returns with salaries and wages 1,280
Salaries and wages amount $142,684
Number of returns with taxable interest 760
Taxable interest amount $1,040
Number of returns with ordinary dividends 640
Ordinary dividends amount $4,979,000
Number of returns with qualified dividends 600
Qualified dividends amount [6] $3,754
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $65
Number of returns with business or professional net income (less loss) 400
Business or professional net income (less loss) amount $8,864,000
Number of returns with net capital gain (less loss) 590
Net capital gain (less loss) amount $5,939,000
Number of returns with taxable individual retirement arrangements distributions 330
Taxable individual retirement arrangements distributions amount $8,399,000
Number of returns with taxable pensions and annuities 500
Taxable pensions and annuities amount $19,195,000
Number of farm returns 50
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $11,692,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $3,788,000
Number of returns with total statutory adjustments 590
Total statutory adjustments amount $3,115,000
Number of returns with educator expenses 110
Educator expenses amount $28,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $608,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $624,000
Number of returns with IRA payments 60
IRA payments amount $377,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $246,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $96,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,030
Total itemized deductions amount $25,956,000
Amount of AGI for itemized returns $141,623,000
Number of returns with State and local income taxes 110
State and local income taxes amount $479,000
Number of returns with State and local general sales tax 810
State and local general sales tax amount $2,236,000
Number of returns with real estate taxes 960
Real estate taxes amount $4,581,000
Number of returns with taxes paid 1,020
Taxes paid amount $7,431,000
Number of returns with mortgage interest paid 790
Mortgage interest paid amount $5,580,000
Number of returns with contributions 960
Contributions amount $7,812,000
Number of returns with taxable income 1,520
Taxable income amount $159,151,000
Number of returns with income tax before credits 1,520
Income tax before credits amount $27,931,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $86,000
Number of returns with total tax credits 610
Total tax credits amount $614,000
Number of returns with foreign tax credit 240
Foreign tax credit amount $46,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $81,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $155,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 220
Child tax credit amount $241,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $19,000
Number of returns with self-employment tax 310
Self-employment tax amount $1,713,000
Number of returns with total tax payments 1,500
Total tax payments amount $29,313,000
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 100
Refundable education credit amount $93,000
Number of returns with income tax 1,510
Income tax amount [10] $27,317,000
Number of returns with tax liability 1,510
Total tax liability amount [11] $29,301,000
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] $3,552,000
Number of returns with overpayments refunded 780
Overpayments refunded amount [13] $3,038,000
Number of returns with credit to next year’s estimated tax 110
Credited to next year’s estimated tax amount $488,000

Adjusted Gross Income: $200,000 or more

Number of returns 740
Number of single returns 90
Number of joint returns 610
Number of head of household returns 20
Number of returns with paid preparer's signature 550
Number of exemptions 2,030
Number of dependents 680
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] 300
Adjust gross income (AGI) [5] $456,684,000
Number of returns with total income 740
Salaries and wages amount $464,730,000
Number of returns with salaries and wages 610
Salaries and wages amount $189,952
Number of returns with taxable interest 560
Taxable interest amount $9,623
Number of returns with ordinary dividends 500
Ordinary dividends amount $18,329,000
Number of returns with qualified dividends 480
Qualified dividends amount [6] $18,825
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $100
Number of returns with business or professional net income (less loss) 210
Business or professional net income (less loss) amount $21,695,000
Number of returns with net capital gain (less loss) 480
Net capital gain (less loss) amount $87,409,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $10,331,000
Number of returns with taxable pensions and annuities 200
Taxable pensions and annuities amount $10,056,000
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 190
Taxable Social Security benefits amount $5,665,000
Number of returns with partnership/S-corp net income (less loss) 300
Partnership/S-corp net income (less loss) amount $33,055,000
Number of returns with total statutory adjustments 330
Total statutory adjustments amount $8,046,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 80
Self-employment retirement plans amount $2,607,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $1,429,000
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 40
Domestic production activities deduction amount $484,000
Number of returns with itemized deductions 650
Total itemized deductions amount $52,334,000
Amount of AGI for itemized returns $407,825,000
Number of returns with State and local income taxes 140
State and local income taxes amount $5,168,000
Number of returns with State and local general sales tax 490
State and local general sales tax amount $2,080,000
Number of returns with real estate taxes 630
Real estate taxes amount $5,888,000
Number of returns with taxes paid 650
Taxes paid amount $13,201,000
Number of returns with mortgage interest paid 510
Mortgage interest paid amount $5,217,000
Number of returns with contributions 620
Contributions amount $22,670,000
Number of returns with taxable income 740
Taxable income amount $398,420,000
Number of returns with income tax before credits 740
Income tax before credits amount $102,821,000
Number of returns with alternative minimum tax 230
Alternative minimum tax amount $1,637,000
Number of returns with total tax credits 350
Total tax credits amount $1,995,000
Number of returns with foreign tax credit 260
Foreign tax credit amount $1,644,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $38,000
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 260
Self-employment tax amount $3,404,000
Number of returns with total tax payments 730
Total tax payments amount $120,856,000
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 740
Income tax amount [10] $100,826,000
Number of returns with tax liability 740
Total tax liability amount [11] $111,111,000
Number of returns with net investment income tax 450
Net investment income tax $3,336,000
Number of returns with tax due at time of filing 380
Tax due at time of filing amount [12] $9,601,000
Number of returns with overpayments refunded 250
Overpayments refunded amount [13] $4,909,000
Number of returns with credit to next year’s estimated tax 130
Credited to next year’s estimated tax amount $14,304,000

[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.