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ZIP Code Database - Facts & Stats

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ZIP Code 38125 Income Tax Stats

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

ZIP Code 38125 Data

Zip Code:38125
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]


38125 Income Tax Overview

Total Number of Tax Returns for ZIP Code 38125 [1] 20,950
Total Number of Single Tax Returns for ZIP Code 38125 3,660
Total Number of Joint Tax Returns for ZIP Code 38125 3,940
Total Number of Dependents for ZIP Code 38125 14,510
Total Adjusted Gross Income for ZIP Code 38125 $1,128,124,000
Average Income per Person for ZIP Code 38125 $31,207
Average Income per Household for ZIP Code 38125 $53,848

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 7,780
Number of single returns 5,090
Number of joint returns 390
Number of head of household returns 2,200
Number of returns with paid preparer's signature 3,790
Number of exemptions 11,450
Number of dependents 4,700
Total number of volunteer prepared returns [5] 210
Number of volunteer income tax assistance (VITA) prepared returns [3] 210
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 60
Number of refund anticipation check returns [3] 2,310
Number of elderly returns [4] 860
Adjust gross income (AGI) [5] $102,976,000
Number of returns with total income 7,780
Salaries and wages amount $104,682,000
Number of returns with salaries and wages 6,580
Salaries and wages amount $96,880
Number of returns with taxable interest 310
Taxable interest amount $120
Number of returns with ordinary dividends 170
Ordinary dividends amount $193,000
Number of returns with qualified dividends 140
Qualified dividends amount [6] $107
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) 2,280
Business or professional net income (less loss) amount ($765,000)
Number of returns with net capital gain (less loss) 130
Net capital gain (less loss) amount $99,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $976,000
Number of returns with taxable pensions and annuities 710
Taxable pensions and annuities amount $6,178,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $475,000
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $550,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $362,000
Number of returns with total statutory adjustments 1,570
Total statutory adjustments amount $1,706,000
Number of returns with educator expenses 60
Educator expenses amount $15,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $183,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $109,000
Number of returns with IRA payments 30
IRA payments amount $97,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $182,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $173,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 670
Total itemized deductions amount $9,617,000
Amount of AGI for itemized returns $11,199,000
Number of returns with State and local income taxes 50
State and local income taxes amount $81,000
Number of returns with State and local general sales tax 470
State and local general sales tax amount $693,000
Number of returns with real estate taxes 370
Real estate taxes amount $730,000
Number of returns with taxes paid 620
Taxes paid amount $1,707,000
Number of returns with mortgage interest paid 370
Mortgage interest paid amount $2,082,000
Number of returns with contributions 550
Contributions amount $1,944,000
Number of returns with taxable income 3,420
Taxable income amount $18,558,000
Number of returns with income tax before credits 3,460
Income tax before credits amount $1,979,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,360
Total tax credits amount $517,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $48,000
Number of returns with nonrefundable education credit 480
Nonrefundable education credit amount $281,000
Number of returns with retirement savings contribution credit 480
Retirement savings contribution credit amount $85,000
Number of returns with child tax credit 290
Child tax credit amount $91,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,240
Self-employment tax amount $1,780,000
Number of returns with total tax payments 7,420
Total tax payments amount $22,095,000
Number of returns with earned income credit 3,560
Earned income credit amount [8] $11,159,000
Number of returns with excess earned income credit 3,280
Excess earned income credit (refundable) amount [9] $9,791,000
Number of returns with additional child tax credit 2,230
Additional child tax credit amount $2,937,000
Number of returns with refundable education credit 1,000
Refundable education credit amount $954,000
Number of returns with income tax 2,480
Income tax amount [10] $1,461,000
Number of returns with tax liability 3,710
Total tax liability amount [11] $3,374,000
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] $572,000
Number of returns with overpayments refunded 7,010
Overpayments refunded amount [13] $19,267,000
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 6,020
Number of single returns 2,800
Number of joint returns 650
Number of head of household returns 2,360
Number of returns with paid preparer's signature 2,810
Number of exemptions 11,540
Number of dependents 4,890
Total number of volunteer prepared returns [5] 210
Number of volunteer income tax assistance (VITA) prepared returns [3] 160
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 40
Number of refund anticipation check returns [3] 1,890
Number of elderly returns [4] 790
Adjust gross income (AGI) [5] $219,165,000
Number of returns with total income 6,020
Salaries and wages amount $221,073,000
Number of returns with salaries and wages 5,580
Salaries and wages amount $209,567
Number of returns with taxable interest 400
Taxable interest amount $137
Number of returns with ordinary dividends 190
Ordinary dividends amount $253,000
Number of returns with qualified dividends 170
Qualified dividends amount [6] $170
Number of returns with state and local income tax refunds 100
State and local income tax refunds amount $71
Number of returns with business or professional net income (less loss) 1,410
Business or professional net income (less loss) amount ($9,851,000)
Number of returns with net capital gain (less loss) 160
Net capital gain (less loss) amount $225,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $1,794,000
Number of returns with taxable pensions and annuities 980
Taxable pensions and annuities amount $14,410,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $479,000
Number of returns with taxable Social Security benefits 500
Taxable Social Security benefits amount $3,652,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $204,000
Number of returns with total statutory adjustments 1,210
Total statutory adjustments amount $1,908,000
Number of returns with educator expenses 180
Educator expenses amount $44,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $150,000
Number of returns with IRA payments 70
IRA payments amount $205,000
Number of returns with student loan interest deduction 670
Student loan interest deduction amount $700,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $74,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,050
Total itemized deductions amount $35,761,000
Amount of AGI for itemized returns $78,477,000
Number of returns with State and local income taxes 190
State and local income taxes amount $286,000
Number of returns with State and local general sales tax 1,470
State and local general sales tax amount $2,901,000
Number of returns with real estate taxes 1,160
Real estate taxes amount $2,201,000
Number of returns with taxes paid 1,930
Taxes paid amount $6,184,000
Number of returns with mortgage interest paid 1,180
Mortgage interest paid amount $6,536,000
Number of returns with contributions 1,850
Contributions amount $10,053,000
Number of returns with taxable income 5,750
Taxable income amount $105,225,000
Number of returns with income tax before credits 5,740
Income tax before credits amount $13,040,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 3,030
Total tax credits amount $2,988,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 730
Child and dependent care credit amount $446,000
Number of returns with nonrefundable education credit 920
Nonrefundable education credit amount $1,022,000
Number of returns with retirement savings contribution credit 1,050
Retirement savings contribution credit amount $170,000
Number of returns with child tax credit 1,480
Child tax credit amount $1,262,000
Number of returns with residential energy tax credit 140
Residential energy tax credit amount $87,000
Number of returns with self-employment tax 320
Self-employment tax amount $819,000
Number of returns with total tax payments 5,900
Total tax payments amount $25,390,000
Number of returns with earned income credit 1,870
Earned income credit amount [8] $3,719,000
Number of returns with excess earned income credit 1,630
Excess earned income credit (refundable) amount [9] $3,234,000
Number of returns with additional child tax credit 1,400
Additional child tax credit amount $1,874,000
Number of returns with refundable education credit 740
Refundable education credit amount $722,000
Number of returns with income tax 4,280
Income tax amount [10] $10,052,000
Number of returns with tax liability 4,580
Total tax liability amount [11] $11,158,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 880
Tax due at time of filing amount [12] $1,611,000
Number of returns with overpayments refunded 5,100
Overpayments refunded amount [13] $15,720,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 3,390
Number of single returns 1,480
Number of joint returns 670
Number of head of household returns 1,070
Number of returns with paid preparer's signature 1,670
Number of exemptions 6,340
Number of dependents 2,280
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 70
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] 790
Number of elderly returns [4] 670
Adjust gross income (AGI) [5] $207,304,000
Number of returns with total income 3,390
Salaries and wages amount $208,958,000
Number of returns with salaries and wages 3,120
Salaries and wages amount $181,450
Number of returns with taxable interest 490
Taxable interest amount $350
Number of returns with ordinary dividends 230
Ordinary dividends amount $410,000
Number of returns with qualified dividends 200
Qualified dividends amount [6] $284
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $56
Number of returns with business or professional net income (less loss) 650
Business or professional net income (less loss) amount ($1,063,000)
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $326,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $2,803,000
Number of returns with taxable pensions and annuities 800
Taxable pensions and annuities amount $17,283,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $162,000
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $6,746,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $149,000
Number of returns with total statutory adjustments 940
Total statutory adjustments amount $1,654,000
Number of returns with educator expenses 200
Educator expenses amount $50,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $175,000
Number of returns with IRA payments 70
IRA payments amount $192,000
Number of returns with student loan interest deduction 510
Student loan interest deduction amount $625,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $133,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,970
Total itemized deductions amount $41,153,000
Amount of AGI for itemized returns $121,333,000
Number of returns with State and local income taxes 170
State and local income taxes amount $359,000
Number of returns with State and local general sales tax 1,480
State and local general sales tax amount $3,156,000
Number of returns with real estate taxes 1,410
Real estate taxes amount $3,112,000
Number of returns with taxes paid 1,920
Taxes paid amount $7,413,000
Number of returns with mortgage interest paid 1,430
Mortgage interest paid amount $8,683,000
Number of returns with contributions 1,830
Contributions amount $12,028,000
Number of returns with taxable income 3,360
Taxable income amount $128,479,000
Number of returns with income tax before credits 3,360
Income tax before credits amount $18,458,000
Number of returns with alternative minimum tax 20
Alternative minimum tax amount $28,000
Number of returns with total tax credits 1,270
Total tax credits amount $1,934,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 300
Child and dependent care credit amount $175,000
Number of returns with nonrefundable education credit 380
Nonrefundable education credit amount $532,000
Number of returns with retirement savings contribution credit 110
Retirement savings contribution credit amount $17,000
Number of returns with child tax credit 820
Child tax credit amount $1,092,000
Number of returns with residential energy tax credit 110
Residential energy tax credit amount $82,000
Number of returns with self-employment tax 200
Self-employment tax amount $547,000
Number of returns with total tax payments 3,350
Total tax payments amount $23,506,000
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 $177,000
Number of returns with refundable education credit 300
Refundable education credit amount $296,000
Number of returns with income tax 3,190
Income tax amount [10] $16,523,000
Number of returns with tax liability 3,230
Total tax liability amount [11] $17,346,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 700
Tax due at time of filing amount [12] $1,789,000
Number of returns with overpayments refunded 2,680
Overpayments refunded amount [13] $7,846,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $131,000

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

Number of returns 1,670
Number of single returns 570
Number of joint returns 710
Number of head of household returns 330
Number of returns with paid preparer's signature 840
Number of exemptions 3,490
Number of dependents 1,110
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] 270
Number of elderly returns [4] 440
Adjust gross income (AGI) [5] $143,592,000
Number of returns with total income 1,670
Salaries and wages amount $144,380,000
Number of returns with salaries and wages 1,520
Salaries and wages amount $118,435
Number of returns with taxable interest 400
Taxable interest amount $194
Number of returns with ordinary dividends 190
Ordinary dividends amount $455,000
Number of returns with qualified dividends 170
Qualified dividends amount [6] $244
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $43
Number of returns with business or professional net income (less loss) 300
Business or professional net income (less loss) amount $673,000
Number of returns with net capital gain (less loss) 180
Net capital gain (less loss) amount $538,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $2,093,000
Number of returns with taxable pensions and annuities 510
Taxable pensions and annuities amount $15,096,000
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 310
Taxable Social Security benefits amount $6,036,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $156,000
Number of returns with total statutory adjustments 380
Total statutory adjustments amount $788,000
Number of returns with educator expenses 70
Educator expenses amount $19,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $186,000
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 1,090
Total itemized deductions amount $25,521,000
Amount of AGI for itemized returns $94,119,000
Number of returns with State and local income taxes 90
State and local income taxes amount $260,000
Number of returns with State and local general sales tax 840
State and local general sales tax amount $2,015,000
Number of returns with real estate taxes 890
Real estate taxes amount $2,070,000
Number of returns with taxes paid 1,060
Taxes paid amount $4,720,000
Number of returns with mortgage interest paid 880
Mortgage interest paid amount $5,678,000
Number of returns with contributions 1,020
Contributions amount $8,236,000
Number of returns with taxable income 1,660
Taxable income amount $98,003,000
Number of returns with income tax before credits 1,660
Income tax before credits amount $15,474,000
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 $955,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $90,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $205,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 380
Child tax credit amount $525,000
Number of returns with residential energy tax credit 80
Residential energy tax credit amount $90,000
Number of returns with self-employment tax 120
Self-employment tax amount $385,000
Number of returns with total tax payments 1,650
Total tax payments amount $17,837,000
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 20
Additional child tax credit amount $20,000
Number of returns with refundable education credit 130
Refundable education credit amount $113,000
Number of returns with income tax 1,640
Income tax amount [10] $14,519,000
Number of returns with tax liability 1,640
Total tax liability amount [11] $15,071,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 430
Tax due at time of filing amount [12] $1,365,000
Number of returns with overpayments refunded 1,220
Overpayments refunded amount [13] $3,989,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 1,670
Number of single returns 300
Number of joint returns 1,170
Number of head of household returns 180
Number of returns with paid preparer's signature 900
Number of exemptions 4,060
Number of dependents 1,220
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] 170
Number of elderly returns [4] 530
Adjust gross income (AGI) [5] $219,576,000
Number of returns with total income 1,670
Salaries and wages amount $221,448,000
Number of returns with salaries and wages 1,550
Salaries and wages amount $173,322
Number of returns with taxable interest 590
Taxable interest amount $790
Number of returns with ordinary dividends 380
Ordinary dividends amount $1,668,000
Number of returns with qualified dividends 340
Qualified dividends amount [6] $1,216
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $69
Number of returns with business or professional net income (less loss) 370
Business or professional net income (less loss) amount $3,184,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $1,931,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $5,853,000
Number of returns with taxable pensions and annuities 620
Taxable pensions and annuities amount $23,370,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $136,000
Number of returns with taxable Social Security benefits 340
Taxable Social Security benefits amount $7,788,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,748,000
Number of returns with total statutory adjustments 520
Total statutory adjustments amount $1,872,000
Number of returns with educator expenses 120
Educator expenses amount $35,000
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 $256,000
Number of returns with IRA payments 30
IRA payments amount $224,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $246,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $68,000
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 $34,851,000
Amount of AGI for itemized returns $161,642,000
Number of returns with State and local income taxes 120
State and local income taxes amount $488,000
Number of returns with State and local general sales tax 980
State and local general sales tax amount $3,073,000
Number of returns with real estate taxes 1,070
Real estate taxes amount $3,027,000
Number of returns with taxes paid 1,210
Taxes paid amount $6,969,000
Number of returns with mortgage interest paid 1,030
Mortgage interest paid amount $7,348,000
Number of returns with contributions 1,160
Contributions amount $13,228,000
Number of returns with taxable income 1,670
Taxable income amount $163,019,000
Number of returns with income tax before credits 1,670
Income tax before credits amount $28,756,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $78,000
Number of returns with total tax credits 530
Total tax credits amount $730,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $62,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $97,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $235,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 230
Child tax credit amount $265,000
Number of returns with residential energy tax credit 80
Residential energy tax credit amount $56,000
Number of returns with self-employment tax 190
Self-employment tax amount $845,000
Number of returns with total tax payments 1,650
Total tax payments amount $30,049,000
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 $141,000
Number of returns with income tax 1,660
Income tax amount [10] $28,025,000
Number of returns with tax liability 1,670
Total tax liability amount [11] $29,340,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 640
Tax due at time of filing amount [12] $3,389,000
Number of returns with overpayments refunded 1,010
Overpayments refunded amount [13] $3,980,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $141,000

Adjusted Gross Income: $200,000 or more

Number of returns 420
Number of single returns 70
Number of joint returns 350
Number of head of household returns 0
Number of returns with paid preparer's signature 320
Number of exemptions 1,080
Number of dependents 310
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] 190
Adjust gross income (AGI) [5] $235,511,000
Number of returns with total income 420
Salaries and wages amount $239,618,000
Number of returns with salaries and wages 360
Salaries and wages amount $144,359
Number of returns with taxable interest 320
Taxable interest amount $1,986
Number of returns with ordinary dividends 270
Ordinary dividends amount $6,568,000
Number of returns with qualified dividends 250
Qualified dividends amount [6] $5,240
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $75
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $12,454,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $21,513,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $4,460,000
Number of returns with taxable pensions and annuities 140
Taxable pensions and annuities amount $8,922,000
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 100
Taxable Social Security benefits amount $2,928,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $30,402,000
Number of returns with total statutory adjustments 180
Total statutory adjustments amount $4,107,000
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 $1,497,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $631,000
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 370
Total itemized deductions amount $20,195,000
Amount of AGI for itemized returns $203,858,000
Number of returns with State and local income taxes 80
State and local income taxes amount $1,445,000
Number of returns with State and local general sales tax 270
State and local general sales tax amount $1,301,000
Number of returns with real estate taxes 350
Real estate taxes amount $3,296,000
Number of returns with taxes paid 370
Taxes paid amount $6,120,000
Number of returns with mortgage interest paid 290
Mortgage interest paid amount $3,883,000
Number of returns with contributions 350
Contributions amount $9,948,000
Number of returns with taxable income 420
Taxable income amount $212,261,000
Number of returns with income tax before credits 420
Income tax before credits amount $62,318,000
Number of returns with alternative minimum tax 100
Alternative minimum tax amount $515,000
Number of returns with total tax credits 190
Total tax credits amount $2,823,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $1,883,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
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 130
Self-employment tax amount $1,857,000
Number of returns with total tax payments 420
Total tax payments amount $60,121,000
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 420
Income tax amount [10] $59,495,000
Number of returns with tax liability 420
Total tax liability amount [11] $63,303,000
Number of returns with net investment income tax 250
Net investment income tax $834,000
Number of returns with tax due at time of filing 250
Tax due at time of filing amount [12] $9,642,000
Number of returns with overpayments refunded 130
Overpayments refunded amount [13] $2,115,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $2,045,000

[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.