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ZIP Code Database - Facts & Stats

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ZIP Code 55379 Income Tax Stats

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

ZIP Code 55379 Data

Zip Code:55379
City:Shakopee
State:MN [Minnesota]
Counties: SCOTT, MN
City Alias(es):Shakopee
Area Code:952
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





55379 Income Tax Overview

Total Number of Tax Returns for ZIP Code 55379 [1] 22,100
Total Number of Single Tax Returns for ZIP Code 55379 7,590
Total Number of Joint Tax Returns for ZIP Code 55379 8,660
Total Number of Dependents for ZIP Code 55379 16,000
Total Adjusted Gross Income for ZIP Code 55379 $1,712,750,000
Average Income per Person for ZIP Code 55379 $42,378
Average Income per Household for ZIP Code 55379 $77,500

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 6,140
Number of single returns 4,950
Number of joint returns 440
Number of head of household returns 660
Number of returns with paid preparer's signature 2,860
Number of exemptions 6,300
Number of dependents 1,780
Total number of volunteer prepared returns [5] 240
Number of volunteer income tax assistance (VITA) prepared returns [3] 70
Number of tax counseling for the elderly (TCE) prepared returns [3] 170
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 670
Number of elderly returns [4] 1,000
Adjust gross income (AGI) [5] $71,111,000
Number of returns with total income 6,140
Salaries and wages amount $72,276,000
Number of returns with salaries and wages 5,050
Salaries and wages amount $57,530
Number of returns with taxable interest 700
Taxable interest amount $320
Number of returns with ordinary dividends 500
Ordinary dividends amount $636,000
Number of returns with qualified dividends 450
Qualified dividends amount [6] $373
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $59
Number of returns with business or professional net income (less loss) 680
Business or professional net income (less loss) amount $5,516,000
Number of returns with net capital gain (less loss) 460
Net capital gain (less loss) amount $573,000
Number of returns with taxable individual retirement arrangements distributions 340
Taxable individual retirement arrangements distributions amount $2,276,000
Number of returns with taxable pensions and annuities 620
Taxable pensions and annuities amount $4,504,000
Number of farm returns 30
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $521,000
Number of returns with taxable Social Security benefits 250
Taxable Social Security benefits amount $476,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $7,000
Number of returns with total statutory adjustments 920
Total statutory adjustments amount $1,165,000
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 60
Self-employment health insurance deduction amount $173,000
Number of returns with IRA payments 20
IRA payments amount $60,000
Number of returns with student loan interest deduction 260
Student loan interest deduction amount $236,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $137,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 390
Total itemized deductions amount $6,168,000
Amount of AGI for itemized returns $5,881,000
Number of returns with State and local income taxes 160
State and local income taxes amount $199,000
Number of returns with State and local general sales tax 170
State and local general sales tax amount $115,000
Number of returns with real estate taxes 290
Real estate taxes amount $747,000
Number of returns with taxes paid 380
Taxes paid amount $1,142,000
Number of returns with mortgage interest paid 230
Mortgage interest paid amount $1,360,000
Number of returns with contributions 270
Contributions amount $441,000
Number of returns with taxable income 2,950
Taxable income amount $17,806,000
Number of returns with income tax before credits 2,880
Income tax before credits amount $1,863,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 670
Total tax credits amount $244,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
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 230
Nonrefundable education credit amount $149,000
Number of returns with retirement savings contribution credit 240
Retirement savings contribution credit amount $36,000
Number of returns with child tax credit 160
Child tax credit amount $52,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 610
Self-employment tax amount $883,000
Number of returns with total tax payments 5,470
Total tax payments amount $9,782,000
Number of returns with earned income credit 1,360
Earned income credit amount [8] $3,410,000
Number of returns with excess earned income credit 1,170
Excess earned income credit (refundable) amount [9] $2,940,000
Number of returns with additional child tax credit 800
Additional child tax credit amount $1,047,000
Number of returns with refundable education credit 250
Refundable education credit amount $219,000
Number of returns with income tax 2,500
Income tax amount [10] $1,620,000
Number of returns with tax liability 2,990
Total tax liability amount [11] $2,612,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 580
Tax due at time of filing amount [12] $488,000
Number of returns with overpayments refunded 5,090
Overpayments refunded amount [13] $7,599,000
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 5,120
Number of single returns 3,120
Number of joint returns 870
Number of head of household returns 980
Number of returns with paid preparer's signature 2,540
Number of exemptions 9,000
Number of dependents 3,070
Total number of volunteer prepared returns [5] 90
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
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] 770
Number of elderly returns [4] 760
Adjust gross income (AGI) [5] $188,765,000
Number of returns with total income 5,120
Salaries and wages amount $191,296,000
Number of returns with salaries and wages 4,660
Salaries and wages amount $165,167
Number of returns with taxable interest 750
Taxable interest amount $526
Number of returns with ordinary dividends 480
Ordinary dividends amount $778,000
Number of returns with qualified dividends 430
Qualified dividends amount [6] $440
Number of returns with state and local income tax refunds 470
State and local income tax refunds amount $260
Number of returns with business or professional net income (less loss) 520
Business or professional net income (less loss) amount $5,722,000
Number of returns with net capital gain (less loss) 440
Net capital gain (less loss) amount $1,323,000
Number of returns with taxable individual retirement arrangements distributions 340
Taxable individual retirement arrangements distributions amount $3,974,000
Number of returns with taxable pensions and annuities 570
Taxable pensions and annuities amount $7,084,000
Number of farm returns 0
Number of returns with unemployment compensation 190
Unemployment compensation amount [7] $1,105,000
Number of returns with taxable Social Security benefits 520
Taxable Social Security benefits amount $3,760,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $815,000
Number of returns with total statutory adjustments 1,260
Total statutory adjustments amount $2,531,000
Number of returns with educator expenses 60
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $331,000
Number of returns with IRA payments 70
IRA payments amount $263,000
Number of returns with student loan interest deduction 750
Student loan interest deduction amount $846,000
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 1,000
Total itemized deductions amount $14,005,000
Amount of AGI for itemized returns $39,792,000
Number of returns with State and local income taxes 860
State and local income taxes amount $1,621,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $226,000
Number of returns with real estate taxes 810
Real estate taxes amount $2,179,000
Number of returns with taxes paid 1,000
Taxes paid amount $4,235,000
Number of returns with mortgage interest paid 720
Mortgage interest paid amount $4,348,000
Number of returns with contributions 690
Contributions amount $1,368,000
Number of returns with taxable income 4,960
Taxable income amount $106,065,000
Number of returns with income tax before credits 4,930
Income tax before credits amount $13,313,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,900
Total tax credits amount $1,665,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $88,000
Number of returns with nonrefundable education credit 350
Nonrefundable education credit amount $354,000
Number of returns with retirement savings contribution credit 700
Retirement savings contribution credit amount $126,000
Number of returns with child tax credit 1,110
Child tax credit amount $1,078,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $9,000
Number of returns with self-employment tax 400
Self-employment tax amount $1,034,000
Number of returns with total tax payments 5,020
Total tax payments amount $21,378,000
Number of returns with earned income credit 990
Earned income credit amount [8] $2,058,000
Number of returns with excess earned income credit 810
Excess earned income credit (refundable) amount [9] $1,656,000
Number of returns with additional child tax credit 770
Additional child tax credit amount $1,151,000
Number of returns with refundable education credit 230
Refundable education credit amount $191,000
Number of returns with income tax 4,230
Income tax amount [10] $11,648,000
Number of returns with tax liability 4,440
Total tax liability amount [11] $12,903,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 790
Tax due at time of filing amount [12] $1,241,000
Number of returns with overpayments refunded 4,280
Overpayments refunded amount [13] $9,617,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $97,000

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

Number of returns 3,230
Number of single returns 1,500
Number of joint returns 1,170
Number of head of household returns 480
Number of returns with paid preparer's signature 1,690
Number of exemptions 6,670
Number of dependents 2,280
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 300
Number of elderly returns [4] 630
Adjust gross income (AGI) [5] $199,336,000
Number of returns with total income 3,230
Salaries and wages amount $201,780,000
Number of returns with salaries and wages 2,970
Salaries and wages amount $170,059
Number of returns with taxable interest 790
Taxable interest amount $524
Number of returns with ordinary dividends 490
Ordinary dividends amount $968,000
Number of returns with qualified dividends 460
Qualified dividends amount [6] $635
Number of returns with state and local income tax refunds 800
State and local income tax refunds amount $527
Number of returns with business or professional net income (less loss) 390
Business or professional net income (less loss) amount $3,546,000
Number of returns with net capital gain (less loss) 440
Net capital gain (less loss) amount $1,660,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $4,207,000
Number of returns with taxable pensions and annuities 530
Taxable pensions and annuities amount $9,671,000
Number of farm returns 30
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $791,000
Number of returns with taxable Social Security benefits 430
Taxable Social Security benefits amount $6,667,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $490,000
Number of returns with total statutory adjustments 970
Total statutory adjustments amount $2,444,000
Number of returns with educator expenses 60
Educator expenses amount $13,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $235,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $404,000
Number of returns with IRA payments 70
IRA payments amount $306,000
Number of returns with student loan interest deduction 570
Student loan interest deduction amount $679,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $51,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $194,000
Number of returns with itemized deductions 1,530
Total itemized deductions amount $24,960,000
Amount of AGI for itemized returns $96,006,000
Number of returns with State and local income taxes 1,450
State and local income taxes amount $4,630,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $98,000
Number of returns with real estate taxes 1,380
Real estate taxes amount $3,629,000
Number of returns with taxes paid 1,530
Taxes paid amount $8,769,000
Number of returns with mortgage interest paid 1,300
Mortgage interest paid amount $8,590,000
Number of returns with contributions 1,110
Contributions amount $2,333,000
Number of returns with taxable income 3,210
Taxable income amount $131,386,000
Number of returns with income tax before credits 3,200
Income tax before credits amount $18,760,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,280
Total tax credits amount $1,907,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $89,000
Number of returns with nonrefundable education credit 250
Nonrefundable education credit amount $323,000
Number of returns with retirement savings contribution credit 200
Retirement savings contribution credit amount $35,000
Number of returns with child tax credit 900
Child tax credit amount $1,408,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $13,000
Number of returns with self-employment tax 290
Self-employment tax amount $772,000
Number of returns with total tax payments 3,180
Total tax payments amount $22,919,000
Number of returns with earned income credit 20
Earned income credit amount [8] $8,000
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 140
Additional child tax credit amount $188,000
Number of returns with refundable education credit 170
Refundable education credit amount $168,000
Number of returns with income tax 3,060
Income tax amount [10] $16,853,000
Number of returns with tax liability 3,100
Total tax liability amount [11] $17,818,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 750
Tax due at time of filing amount [12] $1,517,000
Number of returns with overpayments refunded 2,430
Overpayments refunded amount [13] $6,464,000
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: $75,000 under $100,000

Number of returns 2,280
Number of single returns 580
Number of joint returns 1,470
Number of head of household returns 180
Number of returns with paid preparer's signature 1,260
Number of exemptions 5,750
Number of dependents 2,000
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] 150
Number of elderly returns [4] 470
Adjust gross income (AGI) [5] $197,948,000
Number of returns with total income 2,280
Salaries and wages amount $200,121,000
Number of returns with salaries and wages 2,090
Salaries and wages amount $163,577
Number of returns with taxable interest 760
Taxable interest amount $521
Number of returns with ordinary dividends 520
Ordinary dividends amount $1,202,000
Number of returns with qualified dividends 500
Qualified dividends amount [6] $840
Number of returns with state and local income tax refunds 730
State and local income tax refunds amount $562
Number of returns with business or professional net income (less loss) 350
Business or professional net income (less loss) amount $4,894,000
Number of returns with net capital gain (less loss) 470
Net capital gain (less loss) amount $2,306,000
Number of returns with taxable individual retirement arrangements distributions 280
Taxable individual retirement arrangements distributions amount $5,380,000
Number of returns with taxable pensions and annuities 440
Taxable pensions and annuities amount $10,296,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $772,000
Number of returns with taxable Social Security benefits 340
Taxable Social Security benefits amount $6,992,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $3,211,000
Number of returns with total statutory adjustments 760
Total statutory adjustments amount $2,173,000
Number of returns with educator expenses 70
Educator expenses amount $20,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $421,000
Number of returns with IRA payments 60
IRA payments amount $307,000
Number of returns with student loan interest deduction 390
Student loan interest deduction amount $478,000
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 1,460
Total itemized deductions amount $27,832,000
Amount of AGI for itemized returns $127,513,000
Number of returns with State and local income taxes 1,420
State and local income taxes amount $6,278,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $56,000
Number of returns with real estate taxes 1,370
Real estate taxes amount $4,423,000
Number of returns with taxes paid 1,460
Taxes paid amount $11,188,000
Number of returns with mortgage interest paid 1,260
Mortgage interest paid amount $9,313,000
Number of returns with contributions 1,160
Contributions amount $2,874,000
Number of returns with taxable income 2,270
Taxable income amount $137,515,000
Number of returns with income tax before credits 2,260
Income tax before credits amount $20,532,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,070
Total tax credits amount $1,893,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 220
Child and dependent care credit amount $118,000
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $290,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 810
Child tax credit amount $1,414,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $15,000
Number of returns with self-employment tax 260
Self-employment tax amount $881,000
Number of returns with total tax payments 2,250
Total tax payments amount $23,253,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 20
Additional child tax credit amount $29,000
Number of returns with refundable education credit 160
Refundable education credit amount $151,000
Number of returns with income tax 2,240
Income tax amount [10] $18,639,000
Number of returns with tax liability 2,260
Total tax liability amount [11] $19,709,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 570
Tax due at time of filing amount [12] $1,636,000
Number of returns with overpayments refunded 1,680
Overpayments refunded amount [13] $5,056,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $95,000

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

Number of returns 4,010
Number of single returns 320
Number of joint returns 3,540
Number of head of household returns 140
Number of returns with paid preparer's signature 2,200
Number of exemptions 12,530
Number of dependents 4,970
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] 580
Adjust gross income (AGI) [5] $548,394,000
Number of returns with total income 4,010
Salaries and wages amount $553,716,000
Number of returns with salaries and wages 3,830
Salaries and wages amount $476,925
Number of returns with taxable interest 1,810
Taxable interest amount $1,451
Number of returns with ordinary dividends 1,390
Ordinary dividends amount $3,607,000
Number of returns with qualified dividends 1,310
Qualified dividends amount [6] $2,585
Number of returns with state and local income tax refunds 1,820
State and local income tax refunds amount $1,646
Number of returns with business or professional net income (less loss) 680
Business or professional net income (less loss) amount $8,379,000
Number of returns with net capital gain (less loss) 1,250
Net capital gain (less loss) amount $8,121,000
Number of returns with taxable individual retirement arrangements distributions 420
Taxable individual retirement arrangements distributions amount $10,496,000
Number of returns with taxable pensions and annuities 670
Taxable pensions and annuities amount $19,262,000
Number of farm returns 40
Number of returns with unemployment compensation 160
Unemployment compensation amount [7] $910,000
Number of returns with taxable Social Security benefits 360
Taxable Social Security benefits amount $8,552,000
Number of returns with partnership/S-corp net income (less loss) 390
Partnership/S-corp net income (less loss) amount $10,898,000
Number of returns with total statutory adjustments 1,640
Total statutory adjustments amount $5,322,000
Number of returns with educator expenses 240
Educator expenses amount $64,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $425,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $919,000
Number of returns with IRA payments 130
IRA payments amount $752,000
Number of returns with student loan interest deduction 770
Student loan interest deduction amount $886,000
Number of returns with tuition and fees deduction 90
Tuition and fees deduction amount $186,000
Returns with domestic production activities deduction 50
Domestic production activities deduction amount $300,000
Number of returns with itemized deductions 3,520
Total itemized deductions amount $85,472,000
Amount of AGI for itemized returns $488,845,000
Number of returns with State and local income taxes 3,490
State and local income taxes amount $25,850,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $63,000
Number of returns with real estate taxes 3,390
Real estate taxes amount $13,950,000
Number of returns with taxes paid 3,520
Taxes paid amount $41,288,000
Number of returns with mortgage interest paid 3,200
Mortgage interest paid amount $28,052,000
Number of returns with contributions 3,130
Contributions amount $8,882,000
Number of returns with taxable income 4,010
Taxable income amount $406,004,000
Number of returns with income tax before credits 4,010
Income tax before credits amount $68,880,000
Number of returns with alternative minimum tax 90
Alternative minimum tax amount $137,000
Number of returns with total tax credits 2,090
Total tax credits amount $2,844,000
Number of returns with foreign tax credit 380
Foreign tax credit amount $45,000
Number of returns with child and dependent care credit 740
Child and dependent care credit amount $362,000
Number of returns with nonrefundable education credit 410
Nonrefundable education credit amount $600,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,250
Child tax credit amount $1,644,000
Number of returns with residential energy tax credit 100
Residential energy tax credit amount $59,000
Number of returns with self-employment tax 490
Self-employment tax amount $1,466,000
Number of returns with total tax payments 3,990
Total tax payments amount $73,398,000
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 360
Refundable education credit amount $366,000
Number of returns with income tax 4,000
Income tax amount [10] $66,036,000
Number of returns with tax liability 4,000
Total tax liability amount [11] $68,067,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,340
Tax due at time of filing amount [12] $5,021,000
Number of returns with overpayments refunded 2,600
Overpayments refunded amount [13] $9,849,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $422,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,320
Number of single returns 100
Number of joint returns 1,170
Number of head of household returns 50
Number of returns with paid preparer's signature 920
Number of exemptions 4,380
Number of dependents 1,900
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 30
Number of elderly returns [4] 150
Adjust gross income (AGI) [5] $507,196,000
Number of returns with total income 1,320
Salaries and wages amount $513,657,000
Number of returns with salaries and wages 1,170
Salaries and wages amount $284,080
Number of returns with taxable interest 900
Taxable interest amount $4,782
Number of returns with ordinary dividends 770
Ordinary dividends amount $5,575,000
Number of returns with qualified dividends 740
Qualified dividends amount [6] $4,273
Number of returns with state and local income tax refunds 460
State and local income tax refunds amount $1,046
Number of returns with business or professional net income (less loss) 250
Business or professional net income (less loss) amount $10,891,000
Number of returns with net capital gain (less loss) 770
Net capital gain (less loss) amount $23,800,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $3,361,000
Number of returns with taxable pensions and annuities 140
Taxable pensions and annuities amount $4,469,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $153,000
Number of returns with taxable Social Security benefits 70
Taxable Social Security benefits amount $1,739,000
Number of returns with partnership/S-corp net income (less loss) 320
Partnership/S-corp net income (less loss) amount $57,349,000
Number of returns with total statutory adjustments 410
Total statutory adjustments amount $6,461,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $1,506,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $1,305,000
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 40
Domestic production activities deduction amount $1,144,000
Number of returns with itemized deductions 1,270
Total itemized deductions amount $69,041,000
Amount of AGI for itemized returns $477,870,000
Number of returns with State and local income taxes 1,180
State and local income taxes amount $29,323,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $231,000
Number of returns with real estate taxes 1,190
Real estate taxes amount $7,802,000
Number of returns with taxes paid 1,270
Taxes paid amount $38,166,000
Number of returns with mortgage interest paid 1,120
Mortgage interest paid amount $14,600,000
Number of returns with contributions 1,140
Contributions amount $10,039,000
Number of returns with taxable income 1,320
Taxable income amount $423,810,000
Number of returns with income tax before credits 1,320
Income tax before credits amount $116,186,000
Number of returns with alternative minimum tax 760
Alternative minimum tax amount $3,812,000
Number of returns with total tax credits 560
Total tax credits amount $889,000
Number of returns with foreign tax credit 340
Foreign tax credit amount $457,000
Number of returns with child and dependent care credit 230
Child and dependent care credit amount $114,000
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 20
Residential energy tax credit amount $5,000
Number of returns with self-employment tax 230
Self-employment tax amount $1,419,000
Number of returns with total tax payments 1,320
Total tax payments amount $117,725,000
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 1,320
Income tax amount [10] $115,297,000
Number of returns with tax liability 1,320
Total tax liability amount [11] $118,604,000
Number of returns with net investment income tax 550
Net investment income tax $1,073,000
Number of returns with tax due at time of filing 650
Tax due at time of filing amount [12] $11,350,000
Number of returns with overpayments refunded 600
Overpayments refunded amount [13] $7,333,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $3,032,000

[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.