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ZIP Code Database - Facts & Stats

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ZIP Code 38201 Income Tax Stats

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

ZIP Code 38201 Data

Zip Code:38201
City:Mc Kenzie
State:TN [Tennessee]
Counties: CARROLL, TN
City Alias(es):Mc Kenzie
Area Code:731
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


38201 Income Tax Overview

Total Number of Tax Returns for ZIP Code 38201 [1] 3,790
Total Number of Single Tax Returns for ZIP Code 38201 1,540
Total Number of Joint Tax Returns for ZIP Code 38201 1,580
Total Number of Dependents for ZIP Code 38201 2,570
Total Adjusted Gross Income for ZIP Code 38201 $165,239,000
Average Income per Person for ZIP Code 38201 $16,372
Average Income per Household for ZIP Code 38201 $43,599

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 1,670
Number of single returns 990
Number of joint returns 310
Number of head of household returns 340
Number of returns with paid preparer's signature 840
Number of exemptions 2,580
Number of dependents 840
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] 370
Number of elderly returns [4] 410
Adjust gross income (AGI) [5] $21,195,000
Number of returns with total income 1,670
Salaries and wages amount $21,472,000
Number of returns with salaries and wages 1,310
Salaries and wages amount $16,282
Number of returns with taxable interest 230
Taxable interest amount $147
Number of returns with ordinary dividends 100
Ordinary dividends amount $171,000
Number of returns with qualified dividends 90
Qualified dividends amount [6] $96
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) 210
Business or professional net income (less loss) amount $1,625,000
Number of returns with net capital gain (less loss) 90
Net capital gain (less loss) amount $136,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $776,000
Number of returns with taxable pensions and annuities 270
Taxable pensions and annuities amount $2,269,000
Number of farm returns 30
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $138,000
Number of returns with taxable Social Security benefits 110
Taxable Social Security benefits amount $171,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $105,000
Number of returns with total statutory adjustments 220
Total statutory adjustments amount $277,000
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 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 20
IRA payments amount $73,000
Number of returns with student loan interest deduction 40
Student loan interest deduction amount $34,000
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 50
Total itemized deductions amount $932,000
Amount of AGI for itemized returns $874,000
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 30
State and local general sales tax amount $39,000
Number of returns with real estate taxes 30
Real estate taxes amount $35,000
Number of returns with taxes paid 50
Taxes paid amount $78,000
Number of returns with mortgage interest paid 20
Mortgage interest paid amount $75,000
Number of returns with contributions 30
Contributions amount $121,000
Number of returns with taxable income 660
Taxable income amount $3,667,000
Number of returns with income tax before credits 660
Income tax before credits amount $384,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 150
Total tax credits amount $46,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $15,000
Number of returns with retirement savings contribution credit 60
Retirement savings contribution credit amount $8,000
Number of returns with child tax credit 50
Child tax credit amount $17,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 160
Self-employment tax amount $230,000
Number of returns with total tax payments 1,530
Total tax payments amount $3,825,000
Number of returns with earned income credit 650
Earned income credit amount [8] $1,714,000
Number of returns with excess earned income credit 590
Excess earned income credit (refundable) amount [9] $1,553,000
Number of returns with additional child tax credit 370
Additional child tax credit amount $451,000
Number of returns with refundable education credit 60
Refundable education credit amount $56,000
Number of returns with income tax 560
Income tax amount [10] $338,000
Number of returns with tax liability 700
Total tax liability amount [11] $592,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 100
Tax due at time of filing amount [12] $76,000
Number of returns with overpayments refunded 1,460
Overpayments refunded amount [13] $3,301,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $29,000

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

Number of returns 990
Number of single returns 390
Number of joint returns 370
Number of head of household returns 210
Number of returns with paid preparer's signature 520
Number of exemptions 2,090
Number of dependents 740
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] 250
Adjust gross income (AGI) [5] $35,587,000
Number of returns with total income 990
Salaries and wages amount $35,948,000
Number of returns with salaries and wages 870
Salaries and wages amount $29,417
Number of returns with taxable interest 180
Taxable interest amount $180
Number of returns with ordinary dividends 70
Ordinary dividends amount $156,000
Number of returns with qualified dividends 60
Qualified dividends amount [6] $106
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) 110
Business or professional net income (less loss) amount $935,000
Number of returns with net capital gain (less loss) 50
Net capital gain (less loss) amount $141,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $529,000
Number of returns with taxable pensions and annuities 180
Taxable pensions and annuities amount $2,920,000
Number of farm returns 40
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $86,000
Number of returns with taxable Social Security benefits 210
Taxable Social Security benefits amount $1,321,000
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 190
Total statutory adjustments amount $361,000
Number of returns with educator expenses 50
Educator expenses amount $11,000
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 $230,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 90
Student loan interest deduction amount $78,000
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 100
Total itemized deductions amount $1,569,000
Amount of AGI for itemized returns $3,611,000
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 70
State and local general sales tax amount $98,000
Number of returns with real estate taxes 70
Real estate taxes amount $87,000
Number of returns with taxes paid 90
Taxes paid amount $218,000
Number of returns with mortgage interest paid 60
Mortgage interest paid amount $258,000
Number of returns with contributions 70
Contributions amount $254,000
Number of returns with taxable income 940
Taxable income amount $17,148,000
Number of returns with income tax before credits 940
Income tax before credits amount $2,058,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 380
Total tax credits amount $302,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $20,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $50,000
Number of returns with retirement savings contribution credit 160
Retirement savings contribution credit amount $30,000
Number of returns with child tax credit 230
Child tax credit amount $202,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $6,000
Number of returns with self-employment tax 80
Self-employment tax amount $165,000
Number of returns with total tax payments 970
Total tax payments amount $4,434,000
Number of returns with earned income credit 280
Earned income credit amount [8] $665,000
Number of returns with excess earned income credit 220
Excess earned income credit (refundable) amount [9] $565,000
Number of returns with additional child tax credit 190
Additional child tax credit amount $289,000
Number of returns with refundable education credit 30
Refundable education credit amount $21,000
Number of returns with income tax 770
Income tax amount [10] $1,756,000
Number of returns with tax liability 810
Total tax liability amount [11] $1,945,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 120
Tax due at time of filing amount [12] $148,000
Number of returns with overpayments refunded 860
Overpayments refunded amount [13] $2,609,000
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 470
Number of single returns 110
Number of joint returns 320
Number of head of household returns 50
Number of returns with paid preparer's signature 270
Number of exemptions 1,160
Number of dependents 380
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] 80
Number of elderly returns [4] 150
Adjust gross income (AGI) [5] $29,003,000
Number of returns with total income 470
Salaries and wages amount $29,304,000
Number of returns with salaries and wages 390
Salaries and wages amount $21,618
Number of returns with taxable interest 170
Taxable interest amount $138
Number of returns with ordinary dividends 70
Ordinary dividends amount $177,000
Number of returns with qualified dividends 60
Qualified dividends amount [6] $120
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) 80
Business or professional net income (less loss) amount $1,084,000
Number of returns with net capital gain (less loss) 70
Net capital gain (less loss) amount $417,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $831,000
Number of returns with taxable pensions and annuities 130
Taxable pensions and annuities amount $2,714,000
Number of farm returns 40
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $139,000
Number of returns with taxable Social Security benefits 120
Taxable Social Security benefits amount $1,747,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $462,000
Number of returns with total statutory adjustments 130
Total statutory adjustments amount $301,000
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 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 50
Student loan interest deduction amount $51,000
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 90
Total itemized deductions amount $1,786,000
Amount of AGI for itemized returns $5,818,000
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 70
State and local general sales tax amount $135,000
Number of returns with real estate taxes 80
Real estate taxes amount $98,000
Number of returns with taxes paid 90
Taxes paid amount $275,000
Number of returns with mortgage interest paid 50
Mortgage interest paid amount $247,000
Number of returns with contributions 70
Contributions amount $397,000
Number of returns with taxable income 470
Taxable income amount $18,218,000
Number of returns with income tax before credits 470
Income tax before credits amount $2,416,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 210
Total tax credits amount $318,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $24,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $43,000
Number of returns with retirement savings contribution credit 50
Retirement savings contribution credit amount $6,000
Number of returns with child tax credit 140
Child tax credit amount $235,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 60
Self-employment tax amount $185,000
Number of returns with total tax payments 460
Total tax payments amount $3,260,000
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 $24,000
Number of returns with refundable education credit 20
Refundable education credit amount $20,000
Number of returns with income tax 450
Income tax amount [10] $2,098,000
Number of returns with tax liability 450
Total tax liability amount [11] $2,376,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 100
Tax due at time of filing amount [12] $247,000
Number of returns with overpayments refunded 360
Overpayments refunded amount [13] $1,139,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 320
Number of single returns 40
Number of joint returns 270
Number of head of household returns 0
Number of returns with paid preparer's signature 190
Number of exemptions 850
Number of dependents 260
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 50
Number of elderly returns [4] 100
Adjust gross income (AGI) [5] $27,506,000
Number of returns with total income 320
Salaries and wages amount $27,765,000
Number of returns with salaries and wages 270
Salaries and wages amount $20,327
Number of returns with taxable interest 150
Taxable interest amount $166
Number of returns with ordinary dividends 70
Ordinary dividends amount $209,000
Number of returns with qualified dividends 70
Qualified dividends amount [6] $132
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) 50
Business or professional net income (less loss) amount $423,000
Number of returns with net capital gain (less loss) 60
Net capital gain (less loss) amount $445,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $673,000
Number of returns with taxable pensions and annuities 100
Taxable pensions and annuities amount $3,058,000
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 $1,951,000
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 110
Total statutory adjustments amount $259,000
Number of returns with educator expenses 30
Educator expenses amount $8,000
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 20
IRA payments amount $97,000
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $75,000
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 70
Total itemized deductions amount $1,452,000
Amount of AGI for itemized returns $5,617,000
Number of returns with State and local income taxes 30
State and local income taxes amount $116,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $117,000
Number of returns with real estate taxes 50
Real estate taxes amount $72,000
Number of returns with taxes paid 60
Taxes paid amount $216,000
Number of returns with mortgage interest paid 40
Mortgage interest paid amount $230,000
Number of returns with contributions 60
Contributions amount $436,000
Number of returns with taxable income 320
Taxable income amount $19,499,000
Number of returns with income tax before credits 320
Income tax before credits amount $2,736,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 150
Total tax credits amount $268,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $18,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $66,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 110
Child tax credit amount $182,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 40
Self-employment tax amount $122,000
Number of returns with total tax payments 320
Total tax payments amount $3,265,000
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 30
Refundable education credit amount $26,000
Number of returns with income tax 320
Income tax amount [10] $2,468,000
Number of returns with tax liability 320
Total tax liability amount [11] $2,616,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 80
Tax due at time of filing amount [12] $200,000
Number of returns with overpayments refunded 230
Overpayments refunded amount [13] $834,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $98,000

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

Number of returns 290
Number of single returns 30
Number of joint returns 270
Number of head of household returns 0
Number of returns with paid preparer's signature 200
Number of exemptions 860
Number of dependents 300
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] 90
Adjust gross income (AGI) [5] $36,699,000
Number of returns with total income 290
Salaries and wages amount $37,213,000
Number of returns with salaries and wages 260
Salaries and wages amount $27,282
Number of returns with taxable interest 160
Taxable interest amount $230
Number of returns with ordinary dividends 90
Ordinary dividends amount $434,000
Number of returns with qualified dividends 90
Qualified dividends amount [6] $364
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) 90
Business or professional net income (less loss) amount $3,668,000
Number of returns with net capital gain (less loss) 90
Net capital gain (less loss) amount $777,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $1,464,000
Number of returns with taxable pensions and annuities 110
Taxable pensions and annuities amount $3,059,000
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 80
Taxable Social Security benefits amount $2,131,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $2,690,000
Number of returns with total statutory adjustments 140
Total statutory adjustments amount $514,000
Number of returns with educator expenses 30
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 30
Self-employment health insurance deduction amount $171,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 50
Student loan interest deduction amount $67,000
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 120
Total itemized deductions amount $2,825,000
Amount of AGI for itemized returns $15,421,000
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 100
State and local general sales tax amount $290,000
Number of returns with real estate taxes 110
Real estate taxes amount $219,000
Number of returns with taxes paid 120
Taxes paid amount $599,000
Number of returns with mortgage interest paid 80
Mortgage interest paid amount $576,000
Number of returns with contributions 110
Contributions amount $933,000
Number of returns with taxable income 290
Taxable income amount $28,157,000
Number of returns with income tax before credits 290
Income tax before credits amount $4,637,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 170
Total tax credits amount $215,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $22,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $54,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 90
Child tax credit amount $125,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 70
Self-employment tax amount $319,000
Number of returns with total tax payments 290
Total tax payments amount $5,055,000
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 30
Refundable education credit amount $29,000
Number of returns with income tax 290
Income tax amount [10] $4,426,000
Number of returns with tax liability 290
Total tax liability amount [11] $4,811,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 110
Tax due at time of filing amount [12] $637,000
Number of returns with overpayments refunded 190
Overpayments refunded amount [13] $908,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

Adjusted Gross Income: $200,000 or more

Number of returns 50
Number of single returns 0
Number of joint returns 40
Number of head of household returns 0
Number of returns with paid preparer's signature 40
Number of exemptions 130
Number of dependents 50
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] 20
Adjust gross income (AGI) [5] $15,249,000
Number of returns with total income 50
Salaries and wages amount $15,840,000
Number of returns with salaries and wages 40
Salaries and wages amount $8,540
Number of returns with taxable interest 40
Taxable interest amount $54
Number of returns with ordinary dividends 20
Ordinary dividends amount $210,000
Number of returns with qualified dividends 20
Qualified dividends amount [6] $175
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) 0
Business or professional net income (less loss) amount $0
Number of returns with net capital gain (less loss) 20
Net capital gain (less loss) amount $330,000
Number of returns with taxable individual retirement arrangements distributions 0
Taxable individual retirement arrangements distributions amount $0
Number of returns with taxable pensions and annuities 0
Taxable pensions and annuities amount $0
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 0
Taxable Social Security benefits amount $0
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 30
Total statutory adjustments amount $591,000
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 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 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 30
Total itemized deductions amount $669,000
Amount of AGI for itemized returns $8,626,000
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 20
State and local general sales tax amount $100,000
Number of returns with real estate taxes 30
Real estate taxes amount $91,000
Number of returns with taxes paid 30
Taxes paid amount $207,000
Number of returns with mortgage interest paid 20
Mortgage interest paid amount $220,000
Number of returns with contributions 20
Contributions amount $208,000
Number of returns with taxable income 50
Taxable income amount $13,863,000
Number of returns with income tax before credits 50
Income tax before credits amount $3,401,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 0
Total tax credits amount $0
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
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 20
Self-employment tax amount $309,000
Number of returns with total tax payments 50
Total tax payments amount $2,635,000
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 50
Income tax amount [10] $3,391,000
Number of returns with tax liability 50
Total tax liability amount [11] $3,749,000
Number of returns with net investment income tax 30
Net investment income tax $13,000
Number of returns with tax due at time of filing 30
Tax due at time of filing amount [12] $1,274,000
Number of returns with overpayments refunded 0
Overpayments refunded amount [13] $0
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

[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.