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ZIP Code Database - Facts & Stats

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ZIP Code 48601 Income Tax Stats

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

ZIP Code 48601 Data

Zip Code:48601
City:Saginaw
State:MI [Michigan]
Counties: SAGINAW, MI
City Alias(es):Saginaw
Area Code:989
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





48601 Income Tax Overview

Total Number of Tax Returns for ZIP Code 48601 [1] 14,000
Total Number of Single Tax Returns for ZIP Code 48601 2,700
Total Number of Joint Tax Returns for ZIP Code 48601 2,730
Total Number of Dependents for ZIP Code 48601 10,320
Total Adjusted Gross Income for ZIP Code 48601 $417,031,000
Average Income per Person for ZIP Code 48601 $10,858
Average Income per Household for ZIP Code 48601 $29,788

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 8,660
Number of single returns 4,880
Number of joint returns 710
Number of head of household returns 2,990
Number of returns with paid preparer's signature 3,520
Number of exemptions 15,340
Number of dependents 6,540
Total number of volunteer prepared returns [5] 790
Number of volunteer income tax assistance (VITA) prepared returns [3] 790
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 170
Number of refund anticipation check returns [3] 2,680
Number of elderly returns [4] 2,000
Adjust gross income (AGI) [5] $106,485,000
Number of returns with total income 8,660
Salaries and wages amount $107,648,000
Number of returns with salaries and wages 6,540
Salaries and wages amount $79,058
Number of returns with taxable interest 780
Taxable interest amount $274
Number of returns with ordinary dividends 230
Ordinary dividends amount $162,000
Number of returns with qualified dividends 200
Qualified dividends amount [6] $87
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $20
Number of returns with business or professional net income (less loss) 1,330
Business or professional net income (less loss) amount $8,560,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $25,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $1,009,000
Number of returns with taxable pensions and annuities 1,510
Taxable pensions and annuities amount $16,355,000
Number of farm returns 0
Number of returns with unemployment compensation 320
Unemployment compensation amount [7] $1,038,000
Number of returns with taxable Social Security benefits 530
Taxable Social Security benefits amount $1,060,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount ($29,000)
Number of returns with total statutory adjustments 1,280
Total statutory adjustments amount $1,163,000
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 30
Self-employment health insurance deduction amount $96,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $125,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $52,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 230
Total itemized deductions amount $2,872,000
Amount of AGI for itemized returns $3,692,000
Number of returns with State and local income taxes 120
State and local income taxes amount $144,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $46,000
Number of returns with real estate taxes 150
Real estate taxes amount $222,000
Number of returns with taxes paid 220
Taxes paid amount $528,000
Number of returns with mortgage interest paid 90
Mortgage interest paid amount $293,000
Number of returns with contributions 180
Contributions amount $747,000
Number of returns with taxable income 2,850
Taxable income amount $15,400,000
Number of returns with income tax before credits 2,840
Income tax before credits amount $1,621,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 900
Total tax credits amount $287,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $11,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $91,000
Number of returns with retirement savings contribution credit 330
Retirement savings contribution credit amount $62,000
Number of returns with child tax credit 400
Child tax credit amount $119,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,090
Self-employment tax amount $1,479,000
Number of returns with total tax payments 7,750
Total tax payments amount $25,048,000
Number of returns with earned income credit 4,480
Earned income credit amount [8] $14,574,000
Number of returns with excess earned income credit 4,260
Excess earned income credit (refundable) amount [9] $13,160,000
Number of returns with additional child tax credit 3,010
Additional child tax credit amount $3,902,000
Number of returns with refundable education credit 560
Refundable education credit amount $527,000
Number of returns with income tax 2,210
Income tax amount [10] $1,335,000
Number of returns with tax liability 3,400
Total tax liability amount [11] $2,921,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 310
Tax due at time of filing amount [12] $201,000
Number of returns with overpayments refunded 7,510
Overpayments refunded amount [13] $22,311,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $40,000

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

Number of returns 3,270
Number of single returns 1,390
Number of joint returns 780
Number of head of household returns 1,000
Number of returns with paid preparer's signature 1,580
Number of exemptions 6,430
Number of dependents 2,400
Total number of volunteer prepared returns [5] 140
Number of volunteer income tax assistance (VITA) prepared returns [3] 140
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 20
Number of refund anticipation check returns [3] 750
Number of elderly returns [4] 990
Adjust gross income (AGI) [5] $114,419,000
Number of returns with total income 3,270
Salaries and wages amount $115,125,000
Number of returns with salaries and wages 2,730
Salaries and wages amount $86,117
Number of returns with taxable interest 490
Taxable interest amount $240
Number of returns with ordinary dividends 190
Ordinary dividends amount $292,000
Number of returns with qualified dividends 170
Qualified dividends amount [6] $197
Number of returns with state and local income tax refunds 180
State and local income tax refunds amount $106
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount ($97,000)
Number of returns with net capital gain (less loss) 180
Net capital gain (less loss) amount $54,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $1,561,000
Number of returns with taxable pensions and annuities 930
Taxable pensions and annuities amount $19,292,000
Number of farm returns 40
Number of returns with unemployment compensation 230
Unemployment compensation amount [7] $771,000
Number of returns with taxable Social Security benefits 820
Taxable Social Security benefits amount $5,720,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $282,000
Number of returns with total statutory adjustments 370
Total statutory adjustments amount $706,000
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 40
Self-employment health insurance deduction amount $178,000
Number of returns with IRA payments 40
IRA payments amount $141,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $189,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $49,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 470
Total itemized deductions amount $7,549,000
Amount of AGI for itemized returns $17,714,000
Number of returns with State and local income taxes 380
State and local income taxes amount $666,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $60,000
Number of returns with real estate taxes 340
Real estate taxes amount $521,000
Number of returns with taxes paid 470
Taxes paid amount $1,489,000
Number of returns with mortgage interest paid 220
Mortgage interest paid amount $722,000
Number of returns with contributions 380
Contributions amount $1,947,000
Number of returns with taxable income 3,140
Taxable income amount $55,627,000
Number of returns with income tax before credits 3,140
Income tax before credits amount $6,775,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,320
Total tax credits amount $1,115,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
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 220
Nonrefundable education credit amount $216,000
Number of returns with retirement savings contribution credit 550
Retirement savings contribution credit amount $93,000
Number of returns with child tax credit 790
Child tax credit amount $695,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $21,000
Number of returns with self-employment tax 120
Self-employment tax amount $234,000
Number of returns with total tax payments 3,240
Total tax payments amount $13,482,000
Number of returns with earned income credit 990
Earned income credit amount [8] $2,310,000
Number of returns with excess earned income credit 850
Excess earned income credit (refundable) amount [9] $2,046,000
Number of returns with additional child tax credit 660
Additional child tax credit amount $970,000
Number of returns with refundable education credit 180
Refundable education credit amount $163,000
Number of returns with income tax 2,520
Income tax amount [10] $5,660,000
Number of returns with tax liability 2,620
Total tax liability amount [11] $5,988,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 470
Tax due at time of filing amount [12] $481,000
Number of returns with overpayments refunded 2,780
Overpayments refunded amount [13] $7,919,000
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 1,100
Number of single returns 370
Number of joint returns 520
Number of head of household returns 180
Number of returns with paid preparer's signature 660
Number of exemptions 2,340
Number of dependents 720
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] 170
Number of elderly returns [4] 420
Adjust gross income (AGI) [5] $66,313,000
Number of returns with total income 1,100
Salaries and wages amount $66,737,000
Number of returns with salaries and wages 910
Salaries and wages amount $46,227
Number of returns with taxable interest 300
Taxable interest amount $227
Number of returns with ordinary dividends 130
Ordinary dividends amount $296,000
Number of returns with qualified dividends 120
Qualified dividends amount [6] $199
Number of returns with state and local income tax refunds 140
State and local income tax refunds amount $69
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $101,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $244,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $1,452,000
Number of returns with taxable pensions and annuities 420
Taxable pensions and annuities amount $10,830,000
Number of farm returns 20
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $173,000
Number of returns with taxable Social Security benefits 360
Taxable Social Security benefits amount $6,066,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $231,000
Number of returns with total statutory adjustments 210
Total statutory adjustments amount $424,000
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 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 20
IRA payments amount $53,000
Number of returns with student loan interest deduction 100
Student loan interest deduction amount $114,000
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 330
Total itemized deductions amount $5,804,000
Amount of AGI for itemized returns $20,399,000
Number of returns with State and local income taxes 290
State and local income taxes amount $754,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $35,000
Number of returns with real estate taxes 270
Real estate taxes amount $481,000
Number of returns with taxes paid 330
Taxes paid amount $1,441,000
Number of returns with mortgage interest paid 200
Mortgage interest paid amount $723,000
Number of returns with contributions 290
Contributions amount $1,744,000
Number of returns with taxable income 1,100
Taxable income amount $42,819,000
Number of returns with income tax before credits 1,100
Income tax before credits amount $5,899,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 410
Total tax credits amount $575,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $19,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $97,000
Number of returns with retirement savings contribution credit 100
Retirement savings contribution credit amount $15,000
Number of returns with child tax credit 270
Child tax credit amount $429,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $4,000
Number of returns with self-employment tax 60
Self-employment tax amount $129,000
Number of returns with total tax payments 1,090
Total tax payments amount $7,136,000
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 50
Additional child tax credit amount $50,000
Number of returns with refundable education credit 60
Refundable education credit amount $53,000
Number of returns with income tax 1,050
Income tax amount [10] $5,324,000
Number of returns with tax liability 1,060
Total tax liability amount [11] $5,508,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 280
Tax due at time of filing amount [12] $529,000
Number of returns with overpayments refunded 810
Overpayments refunded amount [13] $2,128,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $37,000

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

Number of returns 530
Number of single returns 120
Number of joint returns 370
Number of head of household returns 40
Number of returns with paid preparer's signature 340
Number of exemptions 1,230
Number of dependents 340
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] 220
Adjust gross income (AGI) [5] $45,535,000
Number of returns with total income 530
Salaries and wages amount $45,885,000
Number of returns with salaries and wages 450
Salaries and wages amount $31,240
Number of returns with taxable interest 210
Taxable interest amount $134
Number of returns with ordinary dividends 110
Ordinary dividends amount $326,000
Number of returns with qualified dividends 100
Qualified dividends amount [6] $231
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $62
Number of returns with business or professional net income (less loss) 60
Business or professional net income (less loss) amount $180,000
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $321,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $1,672,000
Number of returns with taxable pensions and annuities 210
Taxable pensions and annuities amount $6,738,000
Number of farm returns 30
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $142,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $3,868,000
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 100
Total statutory adjustments amount $350,000
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 $123,000
Number of returns with student loan interest deduction 40
Student loan interest deduction amount $50,000
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 $426,000
Number of returns with itemized deductions 210
Total itemized deductions amount $3,986,000
Amount of AGI for itemized returns $18,001,000
Number of returns with State and local income taxes 190
State and local income taxes amount $655,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $50,000
Number of returns with real estate taxes 180
Real estate taxes amount $375,000
Number of returns with taxes paid 210
Taxes paid amount $1,153,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $506,000
Number of returns with contributions 180
Contributions amount $1,242,000
Number of returns with taxable income 530
Taxable income amount $32,665,000
Number of returns with income tax before credits 530
Income tax before credits amount $4,854,000
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 $269,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $11,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $58,000
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 $185,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 30
Self-employment tax amount $77,000
Number of returns with total tax payments 530
Total tax payments amount $5,439,000
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 $32,000
Number of returns with income tax 520
Income tax amount [10] $4,586,000
Number of returns with tax liability 520
Total tax liability amount [11] $4,688,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 160
Tax due at time of filing amount [12] $413,000
Number of returns with overpayments refunded 370
Overpayments refunded amount [13] $1,129,000
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 400
Number of single returns 60
Number of joint returns 320
Number of head of household returns 20
Number of returns with paid preparer's signature 270
Number of exemptions 1,020
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] 30
Number of elderly returns [4] 190
Adjust gross income (AGI) [5] $50,637,000
Number of returns with total income 400
Salaries and wages amount $51,682,000
Number of returns with salaries and wages 340
Salaries and wages amount $33,314
Number of returns with taxable interest 210
Taxable interest amount $165
Number of returns with ordinary dividends 130
Ordinary dividends amount $610,000
Number of returns with qualified dividends 110
Qualified dividends amount [6] $505
Number of returns with state and local income tax refunds 150
State and local income tax refunds amount $185
Number of returns with business or professional net income (less loss) 60
Business or professional net income (less loss) amount $549,000
Number of returns with net capital gain (less loss) 110
Net capital gain (less loss) amount $686,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $2,132,000
Number of returns with taxable pensions and annuities 180
Taxable pensions and annuities amount $8,076,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $81,000
Number of returns with taxable Social Security benefits 150
Taxable Social Security benefits amount $3,990,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $5,578,000
Number of returns with total statutory adjustments 140
Total statutory adjustments amount $1,045,000
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 20
Self-employment health insurance deduction amount $238,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 40
Student loan interest deduction amount $48,000
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 220
Total itemized deductions amount $5,048,000
Amount of AGI for itemized returns $29,726,000
Number of returns with State and local income taxes 210
State and local income taxes amount $1,094,000
Number of returns with State and local general sales tax 0
State and local general sales tax amount $0
Number of returns with real estate taxes 210
Real estate taxes amount $480,000
Number of returns with taxes paid 220
Taxes paid amount $1,735,000
Number of returns with mortgage interest paid 180
Mortgage interest paid amount $823,000
Number of returns with contributions 200
Contributions amount $1,602,000
Number of returns with taxable income 400
Taxable income amount $39,326,000
Number of returns with income tax before credits 400
Income tax before credits amount $6,720,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 130
Total tax credits amount $165,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $20,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $11,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $52,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 60
Child tax credit amount $97,000
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 $266,000
Number of returns with total tax payments 390
Total tax payments amount $6,936,000
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 $27,000
Number of returns with income tax 400
Income tax amount [10] $6,554,000
Number of returns with tax liability 400
Total tax liability amount [11] $6,810,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 170
Tax due at time of filing amount [12] $1,243,000
Number of returns with overpayments refunded 240
Overpayments refunded amount [13] $967,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $778,000

Adjusted Gross Income: $200,000 or more

Number of returns 40
Number of single returns 0
Number of joint returns 30
Number of head of household returns 0
Number of returns with paid preparer's signature 40
Number of exemptions 90
Number of dependents 20
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] 0
Adjust gross income (AGI) [5] $33,642,000
Number of returns with total income 40
Salaries and wages amount $33,642,000
Number of returns with salaries and wages 30
Salaries and wages amount $6,783
Number of returns with taxable interest 30
Taxable interest amount $363
Number of returns with ordinary dividends 30
Ordinary dividends amount $1,459,000
Number of returns with qualified dividends 20
Qualified dividends amount [6] $1,305
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) 30
Net capital gain (less loss) amount $22,469,000
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 0
Total statutory adjustments amount $0
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 $3,002,000
Amount of AGI for itemized returns $32,147,000
Number of returns with State and local income taxes 30
State and local income taxes amount $815,000
Number of returns with State and local general sales tax 0
State and local general sales tax amount $0
Number of returns with real estate taxes 30
Real estate taxes amount $235,000
Number of returns with taxes paid 30
Taxes paid amount $1,043,000
Number of returns with mortgage interest paid 0
Mortgage interest paid amount $0
Number of returns with contributions 30
Contributions amount $1,574,000
Number of returns with taxable income 40
Taxable income amount $30,489,000
Number of returns with income tax before credits 40
Income tax before credits amount $7,188,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 20
Total tax credits amount $73,000
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 0
Self-employment tax amount $0
Number of returns with total tax payments 40
Total tax payments amount $7,890,000
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 40
Income tax amount [10] $7,074,000
Number of returns with tax liability 40
Total tax liability amount [11] $7,469,000
Number of returns with net investment income tax 20
Net investment income tax $118,000
Number of returns with tax due at time of filing 0
Tax due at time of filing amount [12] $0
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.