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ZIP Code Database - Facts & Stats

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ZIP Code 55309 Income Tax Stats

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

ZIP Code 55309 Data

Zip Code:55309
City:Big Lake
State:MN [Minnesota]
Counties: SHERBURNE, MN
City Alias(es):Big Lake
Area Code:763
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





55309 Income Tax Overview

Total Number of Tax Returns for ZIP Code 55309 [1] 9,500
Total Number of Single Tax Returns for ZIP Code 55309 3,930
Total Number of Joint Tax Returns for ZIP Code 55309 4,180
Total Number of Dependents for ZIP Code 55309 6,600
Total Adjusted Gross Income for ZIP Code 55309 $635,046,000
Average Income per Person for ZIP Code 55309 $34,877
Average Income per Household for ZIP Code 55309 $66,847

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 2,650
Number of single returns 2,160
Number of joint returns 250
Number of head of household returns 220
Number of returns with paid preparer's signature 1,210
Number of exemptions 2,430
Number of dependents 510
Total number of volunteer prepared returns [5] 110
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 80
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 250
Number of elderly returns [4] 460
Adjust gross income (AGI) [5] $29,310,000
Number of returns with total income 2,650
Salaries and wages amount $29,752,000
Number of returns with salaries and wages 2,200
Salaries and wages amount $23,867
Number of returns with taxable interest 320
Taxable interest amount $196
Number of returns with ordinary dividends 170
Ordinary dividends amount $265,000
Number of returns with qualified dividends 160
Qualified dividends amount [6] $148
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $19
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $1,630,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $226,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $1,123,000
Number of returns with taxable pensions and annuities 290
Taxable pensions and annuities amount $2,110,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $250,000
Number of returns with taxable Social Security benefits 110
Taxable Social Security benefits amount $182,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount ($7,000)
Number of returns with total statutory adjustments 370
Total statutory adjustments amount $442,000
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 $50,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $104,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $73,000
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $37,000
Number of returns with itemized deductions 140
Total itemized deductions amount $2,122,000
Amount of AGI for itemized returns $2,164,000
Number of returns with State and local income taxes 70
State and local income taxes amount $83,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $38,000
Number of returns with real estate taxes 110
Real estate taxes amount $334,000
Number of returns with taxes paid 140
Taxes paid amount $489,000
Number of returns with mortgage interest paid 100
Mortgage interest paid amount $529,000
Number of returns with contributions 100
Contributions amount $172,000
Number of returns with taxable income 1,280
Taxable income amount $7,377,000
Number of returns with income tax before credits 1,270
Income tax before credits amount $776,000
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 $95,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $6,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $53,000
Number of returns with retirement savings contribution credit 100
Retirement savings contribution credit amount $15,000
Number of returns with child tax credit 60
Child tax credit amount $19,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 230
Self-employment tax amount $274,000
Number of returns with total tax payments 2,400
Total tax payments amount $3,762,000
Number of returns with earned income credit 560
Earned income credit amount [8] $1,149,000
Number of returns with excess earned income credit 470
Excess earned income credit (refundable) amount [9] $1,013,000
Number of returns with additional child tax credit 270
Additional child tax credit amount $313,000
Number of returns with refundable education credit 120
Refundable education credit amount $102,000
Number of returns with income tax 1,110
Income tax amount [10] $680,000
Number of returns with tax liability 1,310
Total tax liability amount [11] $990,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 210
Tax due at time of filing amount [12] $160,000
Number of returns with overpayments refunded 2,260
Overpayments refunded amount [13] $2,925,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $28,000

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

Number of returns 1,990
Number of single returns 1,210
Number of joint returns 390
Number of head of household returns 330
Number of returns with paid preparer's signature 960
Number of exemptions 3,390
Number of dependents 1,030
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] 320
Number of elderly returns [4] 310
Adjust gross income (AGI) [5] $73,440,000
Number of returns with total income 1,990
Salaries and wages amount $74,526,000
Number of returns with salaries and wages 1,770
Salaries and wages amount $62,013
Number of returns with taxable interest 290
Taxable interest amount $214
Number of returns with ordinary dividends 160
Ordinary dividends amount $222,000
Number of returns with qualified dividends 150
Qualified dividends amount [6] $140
Number of returns with state and local income tax refunds 200
State and local income tax refunds amount $107
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $2,626,000
Number of returns with net capital gain (less loss) 150
Net capital gain (less loss) amount $269,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $1,641,000
Number of returns with taxable pensions and annuities 280
Taxable pensions and annuities amount $4,408,000
Number of farm returns 30
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $656,000
Number of returns with taxable Social Security benefits 250
Taxable Social Security benefits amount $1,691,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $787,000
Number of returns with total statutory adjustments 560
Total statutory adjustments amount $1,086,000
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 50
Self-employment health insurance deduction amount $238,000
Number of returns with IRA payments 40
IRA payments amount $111,000
Number of returns with student loan interest deduction 340
Student loan interest deduction amount $335,000
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 460
Total itemized deductions amount $6,391,000
Amount of AGI for itemized returns $18,278,000
Number of returns with State and local income taxes 410
State and local income taxes amount $747,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $59,000
Number of returns with real estate taxes 410
Real estate taxes amount $1,026,000
Number of returns with taxes paid 460
Taxes paid amount $1,940,000
Number of returns with mortgage interest paid 370
Mortgage interest paid amount $2,127,000
Number of returns with contributions 280
Contributions amount $613,000
Number of returns with taxable income 1,940
Taxable income amount $41,044,000
Number of returns with income tax before credits 1,930
Income tax before credits amount $5,155,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 750
Total tax credits amount $662,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $66,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $139,000
Number of returns with retirement savings contribution credit 310
Retirement savings contribution credit amount $56,000
Number of returns with child tax credit 410
Child tax credit amount $391,000
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 $462,000
Number of returns with total tax payments 1,950
Total tax payments amount $8,430,000
Number of returns with earned income credit 400
Earned income credit amount [8] $800,000
Number of returns with excess earned income credit 310
Excess earned income credit (refundable) amount [9] $617,000
Number of returns with additional child tax credit 270
Additional child tax credit amount $411,000
Number of returns with refundable education credit 100
Refundable education credit amount $86,000
Number of returns with income tax 1,660
Income tax amount [10] $4,492,000
Number of returns with tax liability 1,760
Total tax liability amount [11] $5,058,000
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] $519,000
Number of returns with overpayments refunded 1,660
Overpayments refunded amount [13] $3,857,000
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 1,510
Number of single returns 630
Number of joint returns 650
Number of head of household returns 190
Number of returns with paid preparer's signature 840
Number of exemptions 3,350
Number of dependents 1,200
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] 160
Number of elderly returns [4] 230
Adjust gross income (AGI) [5] $93,095,000
Number of returns with total income 1,510
Salaries and wages amount $94,261,000
Number of returns with salaries and wages 1,400
Salaries and wages amount $79,879
Number of returns with taxable interest 310
Taxable interest amount $238
Number of returns with ordinary dividends 180
Ordinary dividends amount $234,000
Number of returns with qualified dividends 160
Qualified dividends amount [6] $138
Number of returns with state and local income tax refunds 380
State and local income tax refunds amount $248
Number of returns with business or professional net income (less loss) 210
Business or professional net income (less loss) amount $2,593,000
Number of returns with net capital gain (less loss) 160
Net capital gain (less loss) amount $535,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $1,696,000
Number of returns with taxable pensions and annuities 210
Taxable pensions and annuities amount $4,083,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $738,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $2,641,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $998,000
Number of returns with total statutory adjustments 520
Total statutory adjustments amount $1,166,000
Number of returns with educator expenses 20
Educator expenses amount $4,000
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 $213,000
Number of returns with IRA payments 30
IRA payments amount $159,000
Number of returns with student loan interest deduction 320
Student loan interest deduction amount $361,000
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 730
Total itemized deductions amount $11,283,000
Amount of AGI for itemized returns $45,537,000
Number of returns with State and local income taxes 700
State and local income taxes amount $2,190,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $80,000
Number of returns with real estate taxes 670
Real estate taxes amount $1,701,000
Number of returns with taxes paid 730
Taxes paid amount $4,127,000
Number of returns with mortgage interest paid 650
Mortgage interest paid amount $4,047,000
Number of returns with contributions 480
Contributions amount $914,000
Number of returns with taxable income 1,510
Taxable income amount $60,298,000
Number of returns with income tax before credits 1,500
Income tax before credits amount $8,506,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 650
Total tax credits amount $1,055,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $58,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $142,000
Number of returns with retirement savings contribution credit 120
Retirement savings contribution credit amount $22,000
Number of returns with child tax credit 500
Child tax credit amount $805,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $13,000
Number of returns with self-employment tax 170
Self-employment tax amount $469,000
Number of returns with total tax payments 1,490
Total tax payments amount $10,510,000
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 90
Additional child tax credit amount $127,000
Number of returns with refundable education credit 90
Refundable education credit amount $80,000
Number of returns with income tax 1,420
Income tax amount [10] $7,451,000
Number of returns with tax liability 1,450
Total tax liability amount [11] $8,027,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 320
Tax due at time of filing amount [12] $760,000
Number of returns with overpayments refunded 1,180
Overpayments refunded amount [13] $3,163,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $50,000

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

Number of returns 1,280
Number of single returns 180
Number of joint returns 1,000
Number of head of household returns 90
Number of returns with paid preparer's signature 750
Number of exemptions 3,630
Number of dependents 1,360
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] 120
Number of elderly returns [4] 220
Adjust gross income (AGI) [5] $110,977,000
Number of returns with total income 1,280
Salaries and wages amount $112,271,000
Number of returns with salaries and wages 1,180
Salaries and wages amount $93,804
Number of returns with taxable interest 370
Taxable interest amount $224
Number of returns with ordinary dividends 210
Ordinary dividends amount $365,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $252
Number of returns with state and local income tax refunds 440
State and local income tax refunds amount $334
Number of returns with business or professional net income (less loss) 200
Business or professional net income (less loss) amount $2,211,000
Number of returns with net capital gain (less loss) 180
Net capital gain (less loss) amount $774,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $2,492,000
Number of returns with taxable pensions and annuities 220
Taxable pensions and annuities amount $5,359,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $650,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $3,617,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,767,000
Number of returns with total statutory adjustments 500
Total statutory adjustments amount $1,294,000
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 $212,000
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $201,000
Number of returns with IRA payments 40
IRA payments amount $225,000
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $352,000
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 850
Total itemized deductions amount $15,502,000
Amount of AGI for itemized returns $74,913,000
Number of returns with State and local income taxes 840
State and local income taxes amount $3,475,000
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 820
Real estate taxes amount $2,282,000
Number of returns with taxes paid 850
Taxes paid amount $6,046,000
Number of returns with mortgage interest paid 780
Mortgage interest paid amount $5,352,000
Number of returns with contributions 650
Contributions amount $1,435,000
Number of returns with taxable income 1,270
Taxable income amount $75,541,000
Number of returns with income tax before credits 1,270
Income tax before credits amount $10,816,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 680
Total tax credits amount $1,333,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 180
Child and dependent care credit amount $102,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $190,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 550
Child tax credit amount $1,007,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 150
Self-employment tax amount $403,000
Number of returns with total tax payments 1,260
Total tax payments amount $12,352,000
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 30
Additional child tax credit amount $70,000
Number of returns with refundable education credit 100
Refundable education credit amount $94,000
Number of returns with income tax 1,250
Income tax amount [10] $9,482,000
Number of returns with tax liability 1,260
Total tax liability amount [11] $9,982,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 300
Tax due at time of filing amount [12] $799,000
Number of returns with overpayments refunded 970
Overpayments refunded amount [13] $3,100,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 1,810
Number of single returns 130
Number of joint returns 1,640
Number of head of household returns 50
Number of returns with paid preparer's signature 1,100
Number of exemptions 5,640
Number of dependents 2,190
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 80
Number of elderly returns [4] 280
Adjust gross income (AGI) [5] $237,695,000
Number of returns with total income 1,810
Salaries and wages amount $239,995,000
Number of returns with salaries and wages 1,740
Salaries and wages amount $205,259
Number of returns with taxable interest 690
Taxable interest amount $494
Number of returns with ordinary dividends 430
Ordinary dividends amount $1,000,000
Number of returns with qualified dividends 410
Qualified dividends amount [6] $676
Number of returns with state and local income tax refunds 790
State and local income tax refunds amount $707
Number of returns with business or professional net income (less loss) 300
Business or professional net income (less loss) amount $3,096,000
Number of returns with net capital gain (less loss) 400
Net capital gain (less loss) amount $3,649,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $4,318,000
Number of returns with taxable pensions and annuities 330
Taxable pensions and annuities amount $9,524,000
Number of farm returns 30
Number of returns with unemployment compensation 150
Unemployment compensation amount [7] $837,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $4,267,000
Number of returns with partnership/S-corp net income (less loss) 210
Partnership/S-corp net income (less loss) amount $5,828,000
Number of returns with total statutory adjustments 770
Total statutory adjustments amount $2,300,000
Number of returns with educator expenses 130
Educator expenses amount $34,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $526,000
Number of returns with IRA payments 60
IRA payments amount $292,000
Number of returns with student loan interest deduction 400
Student loan interest deduction amount $486,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $75,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $139,000
Number of returns with itemized deductions 1,590
Total itemized deductions amount $35,966,000
Amount of AGI for itemized returns $211,792,000
Number of returns with State and local income taxes 1,580
State and local income taxes amount $11,193,000
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 1,560
Real estate taxes amount $5,280,000
Number of returns with taxes paid 1,590
Taxes paid amount $17,106,000
Number of returns with mortgage interest paid 1,490
Mortgage interest paid amount $11,245,000
Number of returns with contributions 1,350
Contributions amount $3,810,000
Number of returns with taxable income 1,810
Taxable income amount $176,114,000
Number of returns with income tax before credits 1,810
Income tax before credits amount $29,251,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $57,000
Number of returns with total tax credits 950
Total tax credits amount $1,543,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 320
Child and dependent care credit amount $177,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $307,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 620
Child tax credit amount $942,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $28,000
Number of returns with self-employment tax 210
Self-employment tax amount $547,000
Number of returns with total tax payments 1,800
Total tax payments amount $30,970,000
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 180
Refundable education credit amount $189,000
Number of returns with income tax 1,800
Income tax amount [10] $27,708,000
Number of returns with tax liability 1,800
Total tax liability amount [11] $28,444,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 620
Tax due at time of filing amount [12] $2,121,000
Number of returns with overpayments refunded 1,160
Overpayments refunded amount [13] $4,411,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $143,000

Adjusted Gross Income: $200,000 or more

Number of returns 260
Number of single returns 0
Number of joint returns 250
Number of head of household returns 0
Number of returns with paid preparer's signature 200
Number of exemptions 820
Number of dependents 310
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 0
Number of elderly returns [4] 50
Adjust gross income (AGI) [5] $90,529,000
Number of returns with total income 260
Salaries and wages amount $93,017,000
Number of returns with salaries and wages 250
Salaries and wages amount $55,521
Number of returns with taxable interest 190
Taxable interest amount $388
Number of returns with ordinary dividends 140
Ordinary dividends amount $1,651,000
Number of returns with qualified dividends 140
Qualified dividends amount [6] $1,277
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $314
Number of returns with business or professional net income (less loss) 40
Business or professional net income (less loss) amount $1,210,000
Number of returns with net capital gain (less loss) 140
Net capital gain (less loss) amount $4,187,000
Number of returns with taxable individual retirement arrangements distributions 30
Taxable individual retirement arrangements distributions amount $1,105,000
Number of returns with taxable pensions and annuities 40
Taxable pensions and annuities amount $2,191,000
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 30
Taxable Social Security benefits amount $671,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $24,701,000
Number of returns with total statutory adjustments 110
Total statutory adjustments amount $2,488,000
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 50
Self-employment health insurance deduction amount $615,000
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 $790,000
Number of returns with itemized deductions 260
Total itemized deductions amount $12,608,000
Amount of AGI for itemized returns $90,529,000
Number of returns with State and local income taxes 260
State and local income taxes amount $6,710,000
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 260
Real estate taxes amount $1,610,000
Number of returns with taxes paid 260
Taxes paid amount $8,479,000
Number of returns with mortgage interest paid 210
Mortgage interest paid amount $2,074,000
Number of returns with contributions 240
Contributions amount $1,878,000
Number of returns with taxable income 260
Taxable income amount $75,371,000
Number of returns with income tax before credits 260
Income tax before credits amount $19,701,000
Number of returns with alternative minimum tax 160
Alternative minimum tax amount $871,000
Number of returns with total tax credits 110
Total tax credits amount $151,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $30,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $12,000
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 40
Self-employment tax amount $208,000
Number of returns with total tax payments 260
Total tax payments amount $19,620,000
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 260
Income tax amount [10] $19,058,000
Number of returns with tax liability 260
Total tax liability amount [11] $19,581,000
Number of returns with net investment income tax 110
Net investment income tax $177,000
Number of returns with tax due at time of filing 130
Tax due at time of filing amount [12] $2,222,000
Number of returns with overpayments refunded 100
Overpayments refunded amount [13] $653,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $554,000

[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.