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ZIP Code Database - Facts & Stats

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ZIP Code 55038 Income Tax Stats

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

ZIP Code 55038 Data

Zip Code:55038
City:Hugo
State:MN [Minnesota]
Counties: WASHINGTON, MN
City Alias(es):Hugo
Area Code:651
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


55038 Income Tax Overview

Total Number of Tax Returns for ZIP Code 55038 [1] 11,330
Total Number of Single Tax Returns for ZIP Code 55038 4,440
Total Number of Joint Tax Returns for ZIP Code 55038 5,300
Total Number of Dependents for ZIP Code 55038 7,480
Total Adjusted Gross Income for ZIP Code 55038 $1,062,109,000
Average Income per Person for ZIP Code 55038 $51,024
Average Income per Household for ZIP Code 55038 $93,743

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 2,700
Number of single returns 2,350
Number of joint returns 190
Number of head of household returns 150
Number of returns with paid preparer's signature 1,070
Number of exemptions 1,950
Number of dependents 340
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 70
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 160
Number of elderly returns [4] 450
Adjust gross income (AGI) [5] $28,651,000
Number of returns with total income 2,700
Salaries and wages amount $29,205,000
Number of returns with salaries and wages 2,220
Salaries and wages amount $22,476
Number of returns with taxable interest 450
Taxable interest amount $312
Number of returns with ordinary dividends 340
Ordinary dividends amount $384,000
Number of returns with qualified dividends 330
Qualified dividends amount [6] $219
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $17
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $1,509,000
Number of returns with net capital gain (less loss) 300
Net capital gain (less loss) amount $274,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $1,026,000
Number of returns with taxable pensions and annuities 310
Taxable pensions and annuities amount $2,762,000
Number of farm returns 20
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $180,000
Number of returns with taxable Social Security benefits 130
Taxable Social Security benefits amount $241,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount ($41,000)
Number of returns with total statutory adjustments 360
Total statutory adjustments amount $554,000
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 $108,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $125,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $53,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 180
Total itemized deductions amount $3,009,000
Amount of AGI for itemized returns $2,541,000
Number of returns with State and local income taxes 70
State and local income taxes amount $126,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $63,000
Number of returns with real estate taxes 150
Real estate taxes amount $387,000
Number of returns with taxes paid 170
Taxes paid amount $596,000
Number of returns with mortgage interest paid 100
Mortgage interest paid amount $682,000
Number of returns with contributions 140
Contributions amount $292,000
Number of returns with taxable income 1,360
Taxable income amount $7,935,000
Number of returns with income tax before credits 1,320
Income tax before credits amount $840,000
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 $103,000
Number of returns with foreign tax credit 50
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 110
Nonrefundable education credit amount $66,000
Number of returns with retirement savings contribution credit 80
Retirement savings contribution credit amount $15,000
Number of returns with child tax credit 40
Child tax credit amount $16,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 190
Self-employment tax amount $237,000
Number of returns with total tax payments 2,420
Total tax payments amount $3,233,000
Number of returns with earned income credit 380
Earned income credit amount [8] $774,000
Number of returns with excess earned income credit 310
Excess earned income credit (refundable) amount [9] $683,000
Number of returns with additional child tax credit 160
Additional child tax credit amount $175,000
Number of returns with refundable education credit 130
Refundable education credit amount $109,000
Number of returns with income tax 1,150
Income tax amount [10] $737,000
Number of returns with tax liability 1,310
Total tax liability amount [11] $1,007,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 240
Tax due at time of filing amount [12] $165,000
Number of returns with overpayments refunded 2,250
Overpayments refunded amount [13] $2,371,000
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 1,950
Number of single returns 1,330
Number of joint returns 300
Number of head of household returns 280
Number of returns with paid preparer's signature 950
Number of exemptions 2,870
Number of dependents 650
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 210
Number of elderly returns [4] 400
Adjust gross income (AGI) [5] $73,223,000
Number of returns with total income 1,950
Salaries and wages amount $74,241,000
Number of returns with salaries and wages 1,660
Salaries and wages amount $59,156
Number of returns with taxable interest 440
Taxable interest amount $226
Number of returns with ordinary dividends 320
Ordinary dividends amount $699,000
Number of returns with qualified dividends 290
Qualified dividends amount [6] $453
Number of returns with state and local income tax refunds 250
State and local income tax refunds amount $147
Number of returns with business or professional net income (less loss) 180
Business or professional net income (less loss) amount $1,356,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $692,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $2,078,000
Number of returns with taxable pensions and annuities 360
Taxable pensions and annuities amount $5,747,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $525,000
Number of returns with taxable Social Security benefits 340
Taxable Social Security benefits amount $2,600,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $249,000
Number of returns with total statutory adjustments 560
Total statutory adjustments amount $1,018,000
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 50
Self-employment health insurance deduction amount $205,000
Number of returns with IRA payments 40
IRA payments amount $115,000
Number of returns with student loan interest deduction 380
Student loan interest deduction amount $430,000
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 520
Total itemized deductions amount $7,485,000
Amount of AGI for itemized returns $20,675,000
Number of returns with State and local income taxes 440
State and local income taxes amount $939,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $87,000
Number of returns with real estate taxes 470
Real estate taxes amount $1,136,000
Number of returns with taxes paid 520
Taxes paid amount $2,258,000
Number of returns with mortgage interest paid 400
Mortgage interest paid amount $2,348,000
Number of returns with contributions 400
Contributions amount $727,000
Number of returns with taxable income 1,910
Taxable income amount $43,131,000
Number of returns with income tax before credits 1,890
Income tax before credits amount $5,428,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 630
Total tax credits amount $568,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $59,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $183,000
Number of returns with retirement savings contribution credit 230
Retirement savings contribution credit amount $37,000
Number of returns with child tax credit 290
Child tax credit amount $273,000
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 $283,000
Number of returns with total tax payments 1,890
Total tax payments amount $8,304,000
Number of returns with earned income credit 270
Earned income credit amount [8] $482,000
Number of returns with excess earned income credit 190
Excess earned income credit (refundable) amount [9] $367,000
Number of returns with additional child tax credit 160
Additional child tax credit amount $211,000
Number of returns with refundable education credit 100
Refundable education credit amount $86,000
Number of returns with income tax 1,720
Income tax amount [10] $4,860,000
Number of returns with tax liability 1,770
Total tax liability amount [11] $5,224,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 270
Tax due at time of filing amount [12] $375,000
Number of returns with overpayments refunded 1,650
Overpayments refunded amount [13] $3,409,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $48,000

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

Number of returns 1,600
Number of single returns 770
Number of joint returns 560
Number of head of household returns 220
Number of returns with paid preparer's signature 870
Number of exemptions 2,990
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] 130
Number of elderly returns [4] 400
Adjust gross income (AGI) [5] $98,885,000
Number of returns with total income 1,600
Salaries and wages amount $100,207,000
Number of returns with salaries and wages 1,380
Salaries and wages amount $77,541
Number of returns with taxable interest 520
Taxable interest amount $301
Number of returns with ordinary dividends 370
Ordinary dividends amount $1,001,000
Number of returns with qualified dividends 340
Qualified dividends amount [6] $654
Number of returns with state and local income tax refunds 440
State and local income tax refunds amount $300
Number of returns with business or professional net income (less loss) 190
Business or professional net income (less loss) amount $2,146,000
Number of returns with net capital gain (less loss) 290
Net capital gain (less loss) amount $1,347,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $2,289,000
Number of returns with taxable pensions and annuities 350
Taxable pensions and annuities amount $8,361,000
Number of farm returns 20
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $544,000
Number of returns with taxable Social Security benefits 300
Taxable Social Security benefits amount $4,863,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,095,000
Number of returns with total statutory adjustments 520
Total statutory adjustments amount $1,322,000
Number of returns with educator expenses 40
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 40
Self-employment health insurance deduction amount $285,000
Number of returns with IRA payments 40
IRA payments amount $189,000
Number of returns with student loan interest deduction 300
Student loan interest deduction amount $348,000
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 810
Total itemized deductions amount $12,862,000
Amount of AGI for itemized returns $51,383,000
Number of returns with State and local income taxes 780
State and local income taxes amount $2,526,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $66,000
Number of returns with real estate taxes 740
Real estate taxes amount $1,916,000
Number of returns with taxes paid 810
Taxes paid amount $4,651,000
Number of returns with mortgage interest paid 690
Mortgage interest paid amount $4,521,000
Number of returns with contributions 620
Contributions amount $1,182,000
Number of returns with taxable income 1,590
Taxable income amount $66,405,000
Number of returns with income tax before credits 1,580
Income tax before credits amount $9,479,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 600
Total tax credits amount $820,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $48,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $141,000
Number of returns with retirement savings contribution credit 80
Retirement savings contribution credit amount $14,000
Number of returns with child tax credit 390
Child tax credit amount $591,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $10,000
Number of returns with self-employment tax 140
Self-employment tax amount $421,000
Number of returns with total tax payments 1,570
Total tax payments amount $11,613,000
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 $63,000
Number of returns with refundable education credit 70
Refundable education credit amount $67,000
Number of returns with income tax 1,530
Income tax amount [10] $8,658,000
Number of returns with tax liability 1,550
Total tax liability amount [11] $9,169,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 360
Tax due at time of filing amount [12] $778,000
Number of returns with overpayments refunded 1,200
Overpayments refunded amount [13] $3,141,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $63,000

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

Number of returns 1,270
Number of single returns 310
Number of joint returns 820
Number of head of household returns 130
Number of returns with paid preparer's signature 720
Number of exemptions 2,950
Number of dependents 860
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] 340
Adjust gross income (AGI) [5] $110,546,000
Number of returns with total income 1,270
Salaries and wages amount $111,600,000
Number of returns with salaries and wages 1,100
Salaries and wages amount $84,765
Number of returns with taxable interest 550
Taxable interest amount $380
Number of returns with ordinary dividends 400
Ordinary dividends amount $1,090,000
Number of returns with qualified dividends 380
Qualified dividends amount [6] $791
Number of returns with state and local income tax refunds 460
State and local income tax refunds amount $383
Number of returns with business or professional net income (less loss) 180
Business or professional net income (less loss) amount $1,877,000
Number of returns with net capital gain (less loss) 320
Net capital gain (less loss) amount $1,145,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $3,948,000
Number of returns with taxable pensions and annuities 330
Taxable pensions and annuities amount $10,318,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $286,000
Number of returns with taxable Social Security benefits 270
Taxable Social Security benefits amount $5,966,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,058,000
Number of returns with total statutory adjustments 420
Total statutory adjustments amount $1,054,000
Number of returns with educator expenses 20
Educator expenses amount $5,000
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 $235,000
Number of returns with IRA payments 40
IRA payments amount $162,000
Number of returns with student loan interest deduction 210
Student loan interest deduction amount $242,000
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 $66,000
Number of returns with itemized deductions 840
Total itemized deductions amount $16,055,000
Amount of AGI for itemized returns $73,997,000
Number of returns with State and local income taxes 820
State and local income taxes amount $3,656,000
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 810
Real estate taxes amount $2,522,000
Number of returns with taxes paid 840
Taxes paid amount $6,462,000
Number of returns with mortgage interest paid 740
Mortgage interest paid amount $5,240,000
Number of returns with contributions 730
Contributions amount $2,018,000
Number of returns with taxable income 1,260
Taxable income amount $77,527,000
Number of returns with income tax before credits 1,260
Income tax before credits amount $11,498,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 540
Total tax credits amount $884,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $12,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $66,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $161,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 380
Child tax credit amount $599,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $6,000
Number of returns with self-employment tax 140
Self-employment tax amount $356,000
Number of returns with total tax payments 1,260
Total tax payments amount $13,254,000
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 80
Refundable education credit amount $81,000
Number of returns with income tax 1,250
Income tax amount [10] $10,614,000
Number of returns with tax liability 1,260
Total tax liability amount [11] $11,042,000
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] $714,000
Number of returns with overpayments refunded 940
Overpayments refunded amount [13] $2,847,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $49,000

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

Number of returns 2,850
Number of single returns 210
Number of joint returns 2,530
Number of head of household returns 110
Number of returns with paid preparer's signature 1,630
Number of exemptions 8,780
Number of dependents 3,400
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 110
Number of elderly returns [4] 560
Adjust gross income (AGI) [5] $394,532,000
Number of returns with total income 2,850
Salaries and wages amount $398,235,000
Number of returns with salaries and wages 2,650
Salaries and wages amount $330,644
Number of returns with taxable interest 1,430
Taxable interest amount $1,208
Number of returns with ordinary dividends 1,050
Ordinary dividends amount $2,848,000
Number of returns with qualified dividends 1,000
Qualified dividends amount [6] $2,124
Number of returns with state and local income tax refunds 1,370
State and local income tax refunds amount $1,214
Number of returns with business or professional net income (less loss) 490
Business or professional net income (less loss) amount $6,529,000
Number of returns with net capital gain (less loss) 840
Net capital gain (less loss) amount $6,314,000
Number of returns with taxable individual retirement arrangements distributions 340
Taxable individual retirement arrangements distributions amount $8,158,000
Number of returns with taxable pensions and annuities 590
Taxable pensions and annuities amount $20,754,000
Number of farm returns 30
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $684,000
Number of returns with taxable Social Security benefits 360
Taxable Social Security benefits amount $8,898,000
Number of returns with partnership/S-corp net income (less loss) 280
Partnership/S-corp net income (less loss) amount $8,925,000
Number of returns with total statutory adjustments 1,160
Total statutory adjustments amount $3,703,000
Number of returns with educator expenses 180
Educator expenses amount $47,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $446,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $826,000
Number of returns with IRA payments 80
IRA payments amount $454,000
Number of returns with student loan interest deduction 540
Student loan interest deduction amount $595,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $76,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,570
Total itemized deductions amount $63,262,000
Amount of AGI for itemized returns $360,384,000
Number of returns with State and local income taxes 2,550
State and local income taxes amount $19,416,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $47,000
Number of returns with real estate taxes 2,510
Real estate taxes amount $10,062,000
Number of returns with taxes paid 2,570
Taxes paid amount $30,595,000
Number of returns with mortgage interest paid 2,340
Mortgage interest paid amount $20,513,000
Number of returns with contributions 2,320
Contributions amount $7,478,000
Number of returns with taxable income 2,840
Taxable income amount $292,180,000
Number of returns with income tax before credits 2,840
Income tax before credits amount $49,613,000
Number of returns with alternative minimum tax 60
Alternative minimum tax amount $93,000
Number of returns with total tax credits 1,450
Total tax credits amount $1,955,000
Number of returns with foreign tax credit 280
Foreign tax credit amount $41,000
Number of returns with child and dependent care credit 540
Child and dependent care credit amount $292,000
Number of returns with nonrefundable education credit 310
Nonrefundable education credit amount $488,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 760
Child tax credit amount $1,024,000
Number of returns with residential energy tax credit 90
Residential energy tax credit amount $39,000
Number of returns with self-employment tax 360
Self-employment tax amount $1,161,000
Number of returns with total tax payments 2,830
Total tax payments amount $52,739,000
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 290
Refundable education credit amount $311,000
Number of returns with income tax 2,840
Income tax amount [10] $47,658,000
Number of returns with tax liability 2,840
Total tax liability amount [11] $49,117,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,000
Tax due at time of filing amount [12] $3,544,000
Number of returns with overpayments refunded 1,790
Overpayments refunded amount [13] $6,850,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $314,000

Adjusted Gross Income: $200,000 or more

Number of returns 960
Number of single returns 40
Number of joint returns 900
Number of head of household returns 0
Number of returns with paid preparer's signature 650
Number of exemptions 3,250
Number of dependents 1,390
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] 140
Adjust gross income (AGI) [5] $356,272,000
Number of returns with total income 960
Salaries and wages amount $362,128,000
Number of returns with salaries and wages 920
Salaries and wages amount $236,655
Number of returns with taxable interest 710
Taxable interest amount $1,626
Number of returns with ordinary dividends 630
Ordinary dividends amount $6,068,000
Number of returns with qualified dividends 620
Qualified dividends amount [6] $4,972
Number of returns with state and local income tax refunds 350
State and local income tax refunds amount $1,041
Number of returns with business or professional net income (less loss) 180
Business or professional net income (less loss) amount $8,829,000
Number of returns with net capital gain (less loss) 580
Net capital gain (less loss) amount $36,821,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $2,673,000
Number of returns with taxable pensions and annuities 140
Taxable pensions and annuities amount $4,927,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $83,000
Number of returns with taxable Social Security benefits 70
Taxable Social Security benefits amount $1,814,000
Number of returns with partnership/S-corp net income (less loss) 310
Partnership/S-corp net income (less loss) amount $57,107,000
Number of returns with total statutory adjustments 360
Total statutory adjustments amount $5,856,000
Number of returns with educator expenses 40
Educator expenses amount $9,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $899,000
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $1,784,000
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 70
Domestic production activities deduction amount $1,656,000
Number of returns with itemized deductions 940
Total itemized deductions amount $49,825,000
Amount of AGI for itemized returns $344,865,000
Number of returns with State and local income taxes 930
State and local income taxes amount $26,357,000
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 930
Real estate taxes amount $6,378,000
Number of returns with taxes paid 940
Taxes paid amount $33,317,000
Number of returns with mortgage interest paid 810
Mortgage interest paid amount $9,518,000
Number of returns with contributions 900
Contributions amount $6,927,000
Number of returns with taxable income 960
Taxable income amount $296,207,000
Number of returns with income tax before credits 950
Income tax before credits amount $76,735,000
Number of returns with alternative minimum tax 620
Alternative minimum tax amount $3,759,000
Number of returns with total tax credits 420
Total tax credits amount $833,000
Number of returns with foreign tax credit 260
Foreign tax credit amount $138,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $73,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 170
Self-employment tax amount $1,131,000
Number of returns with total tax payments 950
Total tax payments amount $73,480,000
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 950
Income tax amount [10] $75,901,000
Number of returns with tax liability 950
Total tax liability amount [11] $78,689,000
Number of returns with net investment income tax 470
Net investment income tax $847,000
Number of returns with tax due at time of filing 510
Tax due at time of filing amount [12] $10,338,000
Number of returns with overpayments refunded 390
Overpayments refunded amount [13] $3,479,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $1,587,000

[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.