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ZIP Code Database - Facts & Stats

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ZIP Code 51041 Income Tax Stats

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

ZIP Code 51041 Data

Zip Code:51041
City:Orange City
State:IA [Iowa]
Counties: SIOUX, IA
City Alias(es):Orange City
Area Code:712
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





51041 Income Tax Overview

Total Number of Tax Returns for ZIP Code 51041 [1] 2,740
Total Number of Single Tax Returns for ZIP Code 51041 1,400
Total Number of Joint Tax Returns for ZIP Code 51041 1,520
Total Number of Dependents for ZIP Code 51041 2,060
Total Adjusted Gross Income for ZIP Code 51041 $211,517,000
Average Income per Person for ZIP Code 51041 $30,321
Average Income per Household for ZIP Code 51041 $77,196

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 750
Number of single returns 570
Number of joint returns 110
Number of head of household returns 60
Number of returns with paid preparer's signature 410
Number of exemptions 700
Number of dependents 150
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] 170
Adjust gross income (AGI) [5] $8,329,000
Number of returns with total income 750
Salaries and wages amount $8,628,000
Number of returns with salaries and wages 600
Salaries and wages amount $6,243
Number of returns with taxable interest 250
Taxable interest amount $131
Number of returns with ordinary dividends 120
Ordinary dividends amount $260,000
Number of returns with qualified dividends 110
Qualified dividends amount [6] $131
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 $500,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $79,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $461,000
Number of returns with taxable pensions and annuities 110
Taxable pensions and annuities amount $509,000
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 40
Taxable Social Security benefits amount $88,000
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 160
Total statutory adjustments amount $299,000
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 30
Self-employment health insurance deduction amount $137,000
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 $32,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $51,000
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $20,000
Number of returns with itemized deductions 90
Total itemized deductions amount $1,762,000
Amount of AGI for itemized returns $1,270,000
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 $51,000
Number of returns with real estate taxes 60
Real estate taxes amount $170,000
Number of returns with taxes paid 90
Taxes paid amount $269,000
Number of returns with mortgage interest paid 0
Mortgage interest paid amount $0
Number of returns with contributions 80
Contributions amount $270,000
Number of returns with taxable income 340
Taxable income amount $1,827,000
Number of returns with income tax before credits 320
Income tax before credits amount $194,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 90
Total tax credits amount $28,000
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 30
Nonrefundable education credit amount $16,000
Number of returns with retirement savings contribution credit 40
Retirement savings contribution credit amount $6,000
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 90
Self-employment tax amount $113,000
Number of returns with total tax payments 610
Total tax payments amount $994,000
Number of returns with earned income credit 120
Earned income credit amount [8] $289,000
Number of returns with excess earned income credit 110
Excess earned income credit (refundable) amount [9] $257,000
Number of returns with additional child tax credit 70
Additional child tax credit amount $93,000
Number of returns with refundable education credit 30
Refundable education credit amount $31,000
Number of returns with income tax 270
Income tax amount [10] $165,000
Number of returns with tax liability 350
Total tax liability amount [11] $287,000
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] $61,000
Number of returns with overpayments refunded 560
Overpayments refunded amount [13] $761,000
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 610
Number of single returns 310
Number of joint returns 230
Number of head of household returns 60
Number of returns with paid preparer's signature 440
Number of exemptions 1,200
Number of dependents 360
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] 60
Number of elderly returns [4] 200
Adjust gross income (AGI) [5] $22,820,000
Number of returns with total income 610
Salaries and wages amount $23,372,000
Number of returns with salaries and wages 530
Salaries and wages amount $17,680
Number of returns with taxable interest 310
Taxable interest amount $235
Number of returns with ordinary dividends 140
Ordinary dividends amount $334,000
Number of returns with qualified dividends 120
Qualified dividends amount [6] $161
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $32
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $883,000
Number of returns with net capital gain (less loss) 130
Net capital gain (less loss) amount $315,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $805,000
Number of returns with taxable pensions and annuities 110
Taxable pensions and annuities amount $1,047,000
Number of farm returns 50
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $168,000
Number of returns with taxable Social Security benefits 150
Taxable Social Security benefits amount $1,100,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $100,000
Number of returns with total statutory adjustments 220
Total statutory adjustments amount $552,000
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 30
Self-employment health insurance deduction amount $140,000
Number of returns with IRA payments 40
IRA payments amount $207,000
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $117,000
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 170
Total itemized deductions amount $3,137,000
Amount of AGI for itemized returns $6,760,000
Number of returns with State and local income taxes 110
State and local income taxes amount $226,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $56,000
Number of returns with real estate taxes 140
Real estate taxes amount $381,000
Number of returns with taxes paid 170
Taxes paid amount $705,000
Number of returns with mortgage interest paid 100
Mortgage interest paid amount $406,000
Number of returns with contributions 150
Contributions amount $697,000
Number of returns with taxable income 580
Taxable income amount $11,094,000
Number of returns with income tax before credits 570
Income tax before credits amount $1,328,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 280
Total tax credits amount $193,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $14,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $42,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $29,000
Number of returns with child tax credit 120
Child tax credit amount $99,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 90
Self-employment tax amount $201,000
Number of returns with total tax payments 580
Total tax payments amount $2,394,000
Number of returns with earned income credit 100
Earned income credit amount [8] $212,000
Number of returns with excess earned income credit 80
Excess earned income credit (refundable) amount [9] $173,000
Number of returns with additional child tax credit 100
Additional child tax credit amount $188,000
Number of returns with refundable education credit 20
Refundable education credit amount $27,000
Number of returns with income tax 470
Income tax amount [10] $1,135,000
Number of returns with tax liability 510
Total tax liability amount [11] $1,353,000
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] $137,000
Number of returns with overpayments refunded 470
Overpayments refunded amount [13] $1,135,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $47,000

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

Number of returns 460
Number of single returns 100
Number of joint returns 340
Number of head of household returns 30
Number of returns with paid preparer's signature 370
Number of exemptions 1,260
Number of dependents 470
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] 170
Adjust gross income (AGI) [5] $28,556,000
Number of returns with total income 460
Salaries and wages amount $29,264,000
Number of returns with salaries and wages 380
Salaries and wages amount $20,263
Number of returns with taxable interest 300
Taxable interest amount $299
Number of returns with ordinary dividends 130
Ordinary dividends amount $417,000
Number of returns with qualified dividends 120
Qualified dividends amount [6] $236
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $73
Number of returns with business or professional net income (less loss) 120
Business or professional net income (less loss) amount $939,000
Number of returns with net capital gain (less loss) 130
Net capital gain (less loss) amount $523,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $826,000
Number of returns with taxable pensions and annuities 110
Taxable pensions and annuities amount $1,775,000
Number of farm returns 40
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $83,000
Number of returns with taxable Social Security benefits 130
Taxable Social Security benefits amount $2,065,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $438,000
Number of returns with total statutory adjustments 220
Total statutory adjustments amount $708,000
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 40
Self-employment health insurance deduction amount $217,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $95,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $48,000
Number of returns with itemized deductions 220
Total itemized deductions amount $4,400,000
Amount of AGI for itemized returns $13,495,000
Number of returns with State and local income taxes 160
State and local income taxes amount $459,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $66,000
Number of returns with real estate taxes 190
Real estate taxes amount $503,000
Number of returns with taxes paid 220
Taxes paid amount $1,093,000
Number of returns with mortgage interest paid 120
Mortgage interest paid amount $480,000
Number of returns with contributions 200
Contributions amount $1,379,000
Number of returns with taxable income 450
Taxable income amount $16,272,000
Number of returns with income tax before credits 450
Income tax before credits amount $2,045,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 260
Total tax credits amount $423,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $29,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $74,000
Number of returns with retirement savings contribution credit 60
Retirement savings contribution credit amount $13,000
Number of returns with child tax credit 160
Child tax credit amount $283,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 110
Self-employment tax amount $247,000
Number of returns with total tax payments 440
Total tax payments amount $2,514,000
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 60
Additional child tax credit amount $88,000
Number of returns with refundable education credit 40
Refundable education credit amount $36,000
Number of returns with income tax 400
Income tax amount [10] $1,623,000
Number of returns with tax liability 420
Total tax liability amount [11] $1,883,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 140
Tax due at time of filing amount [12] $257,000
Number of returns with overpayments refunded 290
Overpayments refunded amount [13] $815,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $64,000

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

Number of returns 390
Number of single returns 30
Number of joint returns 350
Number of head of household returns 0
Number of returns with paid preparer's signature 290
Number of exemptions 1,150
Number of dependents 420
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] 20
Number of elderly returns [4] 130
Adjust gross income (AGI) [5] $33,687,000
Number of returns with total income 390
Salaries and wages amount $34,504,000
Number of returns with salaries and wages 350
Salaries and wages amount $25,510
Number of returns with taxable interest 270
Taxable interest amount $343
Number of returns with ordinary dividends 130
Ordinary dividends amount $433,000
Number of returns with qualified dividends 120
Qualified dividends amount [6] $279
Number of returns with state and local income tax refunds 160
State and local income tax refunds amount $114
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $648,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $878,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $584,000
Number of returns with taxable pensions and annuities 90
Taxable pensions and annuities amount $1,785,000
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 $1,655,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $616,000
Number of returns with total statutory adjustments 220
Total statutory adjustments amount $817,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $363,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $238,000
Number of returns with IRA payments 30
IRA payments amount $179,000
Number of returns with student loan interest deduction 90
Student loan interest deduction amount $107,000
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 250
Total itemized deductions amount $5,012,000
Amount of AGI for itemized returns $21,967,000
Number of returns with State and local income taxes 230
State and local income taxes amount $953,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $23,000
Number of returns with real estate taxes 240
Real estate taxes amount $731,000
Number of returns with taxes paid 250
Taxes paid amount $1,805,000
Number of returns with mortgage interest paid 170
Mortgage interest paid amount $805,000
Number of returns with contributions 240
Contributions amount $1,545,000
Number of returns with taxable income 390
Taxable income amount $22,250,000
Number of returns with income tax before credits 380
Income tax before credits amount $2,966,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 230
Total tax credits amount $459,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $30,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $87,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 150
Child tax credit amount $314,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $10,000
Number of returns with self-employment tax 110
Self-employment tax amount $261,000
Number of returns with total tax payments 380
Total tax payments amount $3,143,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 40
Refundable education credit amount $44,000
Number of returns with income tax 370
Income tax amount [10] $2,507,000
Number of returns with tax liability 380
Total tax liability amount [11] $2,784,000
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] $326,000
Number of returns with overpayments refunded 240
Overpayments refunded amount [13] $638,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $45,000

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

Number of returns 400
Number of single returns 40
Number of joint returns 370
Number of head of household returns 0
Number of returns with paid preparer's signature 330
Number of exemptions 1,250
Number of dependents 480
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] 130
Adjust gross income (AGI) [5] $52,386,000
Number of returns with total income 400
Salaries and wages amount $53,805,000
Number of returns with salaries and wages 350
Salaries and wages amount $36,188
Number of returns with taxable interest 340
Taxable interest amount $633
Number of returns with ordinary dividends 180
Ordinary dividends amount $986,000
Number of returns with qualified dividends 170
Qualified dividends amount [6] $727
Number of returns with state and local income tax refunds 230
State and local income tax refunds amount $288
Number of returns with business or professional net income (less loss) 110
Business or professional net income (less loss) amount $1,831,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $1,928,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $1,105,000
Number of returns with taxable pensions and annuities 80
Taxable pensions and annuities amount $1,771,000
Number of farm returns 60
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 $2,130,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $2,603,000
Number of returns with total statutory adjustments 240
Total statutory adjustments amount $1,419,000
Number of returns with educator expenses 40
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 40
Self-employment health insurance deduction amount $338,000
Number of returns with IRA payments 30
IRA payments amount $165,000
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $53,000
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 $187,000
Number of returns with itemized deductions 360
Total itemized deductions amount $9,764,000
Amount of AGI for itemized returns $47,746,000
Number of returns with State and local income taxes 340
State and local income taxes amount $2,435,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $45,000
Number of returns with real estate taxes 330
Real estate taxes amount $1,220,000
Number of returns with taxes paid 360
Taxes paid amount $3,880,000
Number of returns with mortgage interest paid 240
Mortgage interest paid amount $1,218,000
Number of returns with contributions 350
Contributions amount $3,633,000
Number of returns with taxable income 400
Taxable income amount $37,031,000
Number of returns with income tax before credits 400
Income tax before credits amount $5,784,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 240
Total tax credits amount $361,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $21,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $113,000
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 $170,000
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 $448,000
Number of returns with total tax payments 390
Total tax payments amount $5,946,000
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 70
Refundable education credit amount $72,000
Number of returns with income tax 400
Income tax amount [10] $5,423,000
Number of returns with tax liability 400
Total tax liability amount [11] $5,906,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 180
Tax due at time of filing amount [12] $888,000
Number of returns with overpayments refunded 200
Overpayments refunded amount [13] $790,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $88,000

Adjusted Gross Income: $200,000 or more

Number of returns 130
Number of single returns 0
Number of joint returns 120
Number of head of household returns 0
Number of returns with paid preparer's signature 120
Number of exemptions 440
Number of dependents 180
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] 30
Adjust gross income (AGI) [5] $65,739,000
Number of returns with total income 130
Salaries and wages amount $67,045,000
Number of returns with salaries and wages 110
Salaries and wages amount $21,339
Number of returns with taxable interest 120
Taxable interest amount $1,304
Number of returns with ordinary dividends 90
Ordinary dividends amount $4,453,000
Number of returns with qualified dividends 90
Qualified dividends amount [6] $2,574
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $339
Number of returns with business or professional net income (less loss) 50
Business or professional net income (less loss) amount $3,472,000
Number of returns with net capital gain (less loss) 90
Net capital gain (less loss) amount $10,618,000
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 20
Taxable pensions and annuities amount $648,000
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 0
Taxable Social Security benefits amount $0
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $15,371,000
Number of returns with total statutory adjustments 90
Total statutory adjustments amount $1,306,000
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 $463,000
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 30
Domestic production activities deduction amount $380,000
Number of returns with itemized deductions 130
Total itemized deductions amount $11,936,000
Amount of AGI for itemized returns $64,756,000
Number of returns with State and local income taxes 130
State and local income taxes amount $4,642,000
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 120
Real estate taxes amount $986,000
Number of returns with taxes paid 130
Taxes paid amount $5,729,000
Number of returns with mortgage interest paid 90
Mortgage interest paid amount $658,000
Number of returns with contributions 130
Contributions amount $5,565,000
Number of returns with taxable income 130
Taxable income amount $52,587,000
Number of returns with income tax before credits 130
Income tax before credits amount $13,813,000
Number of returns with alternative minimum tax 90
Alternative minimum tax amount $719,000
Number of returns with total tax credits 70
Total tax credits amount $161,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $20,000
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 50
Self-employment tax amount $280,000
Number of returns with total tax payments 130
Total tax payments amount $14,206,000
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 130
Income tax amount [10] $13,652,000
Number of returns with tax liability 130
Total tax liability amount [11] $14,465,000
Number of returns with net investment income tax 90
Net investment income tax $458,000
Number of returns with tax due at time of filing 60
Tax due at time of filing amount [12] $1,981,000
Number of returns with overpayments refunded 50
Overpayments refunded amount [13] $881,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $828,000

[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.