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ZIP Code Database - Facts & Stats

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ZIP Code 68064 Income Tax Stats

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

ZIP Code 68064 Data

Zip Code:68064
City:Valley
State:NE [Nebraska]
Counties: DOUGLAS, NE
City Alias(es):Valley
Area Code:402
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





68064 Income Tax Overview

Total Number of Tax Returns for ZIP Code 68064 [1] 1,880
Total Number of Single Tax Returns for ZIP Code 68064 680
Total Number of Joint Tax Returns for ZIP Code 68064 840
Total Number of Dependents for ZIP Code 68064 1,050
Total Adjusted Gross Income for ZIP Code 68064 $182,430,000
Average Income per Person for ZIP Code 68064 $54,037
Average Income per Household for ZIP Code 68064 $97,037

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 540
Number of single returns 400
Number of joint returns 50
Number of head of household returns 80
Number of returns with paid preparer's signature 230
Number of exemptions 590
Number of dependents 160
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] 70
Number of elderly returns [4] 110
Adjust gross income (AGI) [5] $6,122,000
Number of returns with total income 540
Salaries and wages amount $6,220,000
Number of returns with salaries and wages 430
Salaries and wages amount $4,801
Number of returns with taxable interest 90
Taxable interest amount $46
Number of returns with ordinary dividends 60
Ordinary dividends amount $61,000
Number of returns with qualified dividends 60
Qualified dividends amount [6] $41
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 70
Business or professional net income (less loss) amount $395,000
Number of returns with net capital gain (less loss) 60
Net capital gain (less loss) amount $57,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $236,000
Number of returns with taxable pensions and annuities 70
Taxable pensions and annuities amount $467,000
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 20
Taxable Social Security benefits amount $25,000
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 80
Total statutory adjustments amount $98,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $94,000
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 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 30
Total itemized deductions amount $595,000
Amount of AGI for itemized returns $401,000
Number of returns with State and local income taxes 0
State and local income taxes amount $0
Number of returns with State and local general sales tax 20
State and local general sales tax amount $13,000
Number of returns with real estate taxes 20
Real estate taxes amount $71,000
Number of returns with taxes paid 30
Taxes paid amount $96,000
Number of returns with mortgage interest paid 0
Mortgage interest paid amount $0
Number of returns with contributions 20
Contributions amount $24,000
Number of returns with taxable income 240
Taxable income amount $1,307,000
Number of returns with income tax before credits 240
Income tax before credits amount $147,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 60
Total tax credits amount $16,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $32,000
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 60
Self-employment tax amount $70,000
Number of returns with total tax payments 490
Total tax payments amount $901,000
Number of returns with earned income credit 150
Earned income credit amount [8] $364,000
Number of returns with excess earned income credit 130
Excess earned income credit (refundable) amount [9] $329,000
Number of returns with additional child tax credit 80
Additional child tax credit amount $91,000
Number of returns with refundable education credit 40
Refundable education credit amount $35,000
Number of returns with income tax 210
Income tax amount [10] $131,000
Number of returns with tax liability 260
Total tax liability amount [11] $219,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 60
Tax due at time of filing amount [12] $59,000
Number of returns with overpayments refunded 450
Overpayments refunded amount [13] $730,000
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 420
Number of single returns 250
Number of joint returns 100
Number of head of household returns 60
Number of returns with paid preparer's signature 200
Number of exemptions 690
Number of dependents 180
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 80
Number of elderly returns [4] 110
Adjust gross income (AGI) [5] $15,447,000
Number of returns with total income 420
Salaries and wages amount $15,742,000
Number of returns with salaries and wages 360
Salaries and wages amount $12,481
Number of returns with taxable interest 100
Taxable interest amount $128
Number of returns with ordinary dividends 60
Ordinary dividends amount $173,000
Number of returns with qualified dividends 60
Qualified dividends amount [6] $137
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) 60
Business or professional net income (less loss) amount $840,000
Number of returns with net capital gain (less loss) 50
Net capital gain (less loss) amount $132,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $575,000
Number of returns with taxable pensions and annuities 60
Taxable pensions and annuities amount $873,000
Number of farm returns 30
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $108,000
Number of returns with taxable Social Security benefits 70
Taxable Social Security benefits amount $506,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $64,000
Number of returns with total statutory adjustments 100
Total statutory adjustments amount $295,000
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 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $58,000
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 70
Total itemized deductions amount $1,065,000
Amount of AGI for itemized returns $2,526,000
Number of returns with State and local income taxes 50
State and local income taxes amount $83,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $33,000
Number of returns with real estate taxes 60
Real estate taxes amount $222,000
Number of returns with taxes paid 70
Taxes paid amount $360,000
Number of returns with mortgage interest paid 50
Mortgage interest paid amount $241,000
Number of returns with contributions 50
Contributions amount $127,000
Number of returns with taxable income 400
Taxable income amount $8,744,000
Number of returns with income tax before credits 400
Income tax before credits amount $1,089,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 140
Total tax credits amount $115,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 90
Retirement savings contribution credit amount $14,000
Number of returns with child tax credit 80
Child tax credit amount $72,000
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 $125,000
Number of returns with total tax payments 400
Total tax payments amount $1,865,000
Number of returns with earned income credit 70
Earned income credit amount [8] $140,000
Number of returns with excess earned income credit 50
Excess earned income credit (refundable) amount [9] $107,000
Number of returns with additional child tax credit 60
Additional child tax credit amount $90,000
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 350
Income tax amount [10] $974,000
Number of returns with tax liability 370
Total tax liability amount [11] $1,129,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 60
Tax due at time of filing amount [12] $107,000
Number of returns with overpayments refunded 350
Overpayments refunded amount [13] $823,000
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 260
Number of single returns 100
Number of joint returns 130
Number of head of household returns 30
Number of returns with paid preparer's signature 140
Number of exemptions 520
Number of dependents 140
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] 80
Adjust gross income (AGI) [5] $15,785,000
Number of returns with total income 260
Salaries and wages amount $16,110,000
Number of returns with salaries and wages 210
Salaries and wages amount $11,767
Number of returns with taxable interest 100
Taxable interest amount $64
Number of returns with ordinary dividends 60
Ordinary dividends amount $179,000
Number of returns with qualified dividends 50
Qualified dividends amount [6] $119
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $28
Number of returns with business or professional net income (less loss) 30
Business or professional net income (less loss) amount $262,000
Number of returns with net capital gain (less loss) 60
Net capital gain (less loss) amount $396,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $548,000
Number of returns with taxable pensions and annuities 60
Taxable pensions and annuities amount $1,316,000
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 70
Taxable Social Security benefits amount $1,012,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $464,000
Number of returns with total statutory adjustments 80
Total statutory adjustments amount $325,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $186,000
Number of returns with IRA payments 30
IRA payments amount $150,000
Number of returns with student loan interest deduction 40
Student loan interest deduction amount $46,000
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 90
Total itemized deductions amount $1,612,000
Amount of AGI for itemized returns $5,818,000
Number of returns with State and local income taxes 80
State and local income taxes amount $251,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $82,000
Number of returns with real estate taxes 90
Real estate taxes amount $326,000
Number of returns with taxes paid 90
Taxes paid amount $633,000
Number of returns with mortgage interest paid 60
Mortgage interest paid amount $359,000
Number of returns with contributions 70
Contributions amount $213,000
Number of returns with taxable income 250
Taxable income amount $10,330,000
Number of returns with income tax before credits 250
Income tax before credits amount $1,414,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 100
Total tax credits amount $135,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $28,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $35,000
Number of returns with retirement savings contribution credit 20
Retirement savings contribution credit amount $3,000
Number of returns with child tax credit 60
Child tax credit amount $102,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 30
Self-employment tax amount $72,000
Number of returns with total tax payments 250
Total tax payments amount $1,738,000
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 20
Refundable education credit amount $17,000
Number of returns with income tax 250
Income tax amount [10] $1,279,000
Number of returns with tax liability 250
Total tax liability amount [11] $1,363,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 70
Tax due at time of filing amount [12] $153,000
Number of returns with overpayments refunded 180
Overpayments refunded amount [13] $490,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 160
Number of single returns 20
Number of joint returns 120
Number of head of household returns 30
Number of returns with paid preparer's signature 90
Number of exemptions 400
Number of dependents 120
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] 50
Adjust gross income (AGI) [5] $13,717,000
Number of returns with total income 160
Salaries and wages amount $13,970,000
Number of returns with salaries and wages 140
Salaries and wages amount $10,206
Number of returns with taxable interest 70
Taxable interest amount $54
Number of returns with ordinary dividends 50
Ordinary dividends amount $214,000
Number of returns with qualified dividends 40
Qualified dividends amount [6] $167
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $44
Number of returns with business or professional net income (less loss) 30
Business or professional net income (less loss) amount $424,000
Number of returns with net capital gain (less loss) 50
Net capital gain (less loss) amount $304,000
Number of returns with taxable individual retirement arrangements distributions 30
Taxable individual retirement arrangements distributions amount $544,000
Number of returns with taxable pensions and annuities 30
Taxable pensions and annuities amount $1,009,000
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 40
Taxable Social Security benefits amount $713,000
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 60
Total statutory adjustments amount $253,000
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 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 30
Student loan interest deduction amount $25,000
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 80
Total itemized deductions amount $1,801,000
Amount of AGI for itemized returns $6,930,000
Number of returns with State and local income taxes 70
State and local income taxes amount $327,000
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 80
Real estate taxes amount $449,000
Number of returns with taxes paid 80
Taxes paid amount $834,000
Number of returns with mortgage interest paid 60
Mortgage interest paid amount $363,000
Number of returns with contributions 70
Contributions amount $285,000
Number of returns with taxable income 160
Taxable income amount $9,352,000
Number of returns with income tax before credits 160
Income tax before credits amount $1,332,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 70
Total tax credits amount $127,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 50
Child tax credit amount $90,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 30
Self-employment tax amount $89,000
Number of returns with total tax payments 150
Total tax payments amount $1,502,000
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 150
Income tax amount [10] $1,205,000
Number of returns with tax liability 150
Total tax liability amount [11] $1,314,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 40
Tax due at time of filing amount [12] $205,000
Number of returns with overpayments refunded 110
Overpayments refunded amount [13] $351,000
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 320
Number of single returns 40
Number of joint returns 280
Number of head of household returns 0
Number of returns with paid preparer's signature 210
Number of exemptions 850
Number of dependents 260
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] 110
Adjust gross income (AGI) [5] $43,793,000
Number of returns with total income 320
Salaries and wages amount $44,609,000
Number of returns with salaries and wages 280
Salaries and wages amount $29,883
Number of returns with taxable interest 200
Taxable interest amount $411
Number of returns with ordinary dividends 140
Ordinary dividends amount $721,000
Number of returns with qualified dividends 130
Qualified dividends amount [6] $500
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $166
Number of returns with business or professional net income (less loss) 70
Business or professional net income (less loss) amount $1,383,000
Number of returns with net capital gain (less loss) 130
Net capital gain (less loss) amount $2,096,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $2,073,000
Number of returns with taxable pensions and annuities 80
Taxable pensions and annuities amount $2,992,000
Number of farm returns 20
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 80
Taxable Social Security benefits amount $1,977,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $2,329,000
Number of returns with total statutory adjustments 140
Total statutory adjustments amount $816,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
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 $265,000
Number of returns with IRA payments 20
IRA payments amount $119,000
Number of returns with student loan interest deduction 50
Student loan interest deduction amount $46,000
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 $190,000
Number of returns with itemized deductions 270
Total itemized deductions amount $8,201,000
Amount of AGI for itemized returns $38,496,000
Number of returns with State and local income taxes 260
State and local income taxes amount $2,025,000
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 $1,818,000
Number of returns with taxes paid 270
Taxes paid amount $4,068,000
Number of returns with mortgage interest paid 230
Mortgage interest paid amount $2,034,000
Number of returns with contributions 250
Contributions amount $1,155,000
Number of returns with taxable income 310
Taxable income amount $31,633,000
Number of returns with income tax before credits 310
Income tax before credits amount $5,226,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 140
Total tax credits amount $150,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $23,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $46,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 50
Child tax credit amount $67,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 50
Self-employment tax amount $280,000
Number of returns with total tax payments 310
Total tax payments amount $6,057,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 30
Refundable education credit amount $29,000
Number of returns with income tax 310
Income tax amount [10] $5,076,000
Number of returns with tax liability 310
Total tax liability amount [11] $5,383,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 110
Tax due at time of filing amount [12] $651,000
Number of returns with overpayments refunded 190
Overpayments refunded amount [13] $1,016,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $571,000

Adjusted Gross Income: $200,000 or more

Number of returns 180
Number of single returns 0
Number of joint returns 160
Number of head of household returns 0
Number of returns with paid preparer's signature 130
Number of exemptions 520
Number of dependents 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] 0
Number of elderly returns [4] 50
Adjust gross income (AGI) [5] $87,566,000
Number of returns with total income 180
Salaries and wages amount $88,643,000
Number of returns with salaries and wages 160
Salaries and wages amount $44,602
Number of returns with taxable interest 150
Taxable interest amount $933
Number of returns with ordinary dividends 110
Ordinary dividends amount $1,866,000
Number of returns with qualified dividends 110
Qualified dividends amount [6] $1,394
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $115
Number of returns with business or professional net income (less loss) 50
Business or professional net income (less loss) amount $1,369,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $5,896,000
Number of returns with taxable individual retirement arrangements distributions 20
Taxable individual retirement arrangements distributions amount $577,000
Number of returns with taxable pensions and annuities 40
Taxable pensions and annuities amount $1,766,000
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 20
Taxable Social Security benefits amount $696,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $14,374,000
Number of returns with total statutory adjustments 80
Total statutory adjustments amount $1,077,000
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 $325,000
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 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 170
Total itemized deductions amount $10,877,000
Amount of AGI for itemized returns $86,301,000
Number of returns with State and local income taxes 160
State and local income taxes amount $5,240,000
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 170
Real estate taxes amount $1,901,000
Number of returns with taxes paid 170
Taxes paid amount $7,403,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $1,755,000
Number of returns with contributions 170
Contributions amount $2,256,000
Number of returns with taxable income 180
Taxable income amount $75,314,000
Number of returns with income tax before credits 180
Income tax before credits amount $19,453,000
Number of returns with alternative minimum tax 130
Alternative minimum tax amount $843,000
Number of returns with total tax credits 60
Total tax credits amount $73,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $20,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 50
Self-employment tax amount $244,000
Number of returns with total tax payments 170
Total tax payments amount $16,501,000
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 170
Income tax amount [10] $19,228,000
Number of returns with tax liability 170
Total tax liability amount [11] $19,926,000
Number of returns with net investment income tax 110
Net investment income tax $272,000
Number of returns with tax due at time of filing 110
Tax due at time of filing amount [12] $3,134,000
Number of returns with overpayments refunded 50
Overpayments refunded amount [13] $677,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

[1] The use of prior-year returns as a proxy for returns that are filed beyond the current processing year is consistent with SOI’s national, state, county, and ZIP code tabulations. A description of SOI’s sample, which is used as an input for the geographic data, and the use of prior-year returns, can be found at https://www.irs.gov/statistics/soi-tax-stats-individual-income-tax-returns-publication-1304-complete-report#_sec2.

[2] For complete individual income tax tabulations at the State level, see the historic table posted to Tax Stats at http://www.irs.gov/uac/SOI-Tax-Stats---Historic-Table-2.

[3] The "Number of volunteer prepared returns" shows counts of returns prepared by IRS-certified volunteers for taxpayers with limited income, persons with disabilities, limited English speaking taxpayers, current and former members of the military, and taxpayers who are 60 years of age and older.

[4] Includes primary taxpayers 60 years of age and older.

[5] Does not include returns with adjusted gross deficit.

[6] “Qualified dividends” are ordinary dividends received in tax years beginning after 2002 that meet certain conditions and receive preferential tax rates.

[7] Includes the Alaskan permanent fund, reported by residents of Alaska on Forms 1040A and 1040EZ's. 
This fund only applies to statistics in the totals, and the state of Alaska.

[8] Earned income credit includes both the refundable and non-refundable portions. The non-refundable portion could reduce income tax and certain related taxes to zero. The earned income credit amounts in excess of total tax liability, or amounts when there was no tax liability at all, were refundable. See footnote 9 below for explanation of the refundable portion of the earned income credit.

[9] The refundable portion of the earned income credit equals total income tax minus the earned income credit. If the result is negative, this amount is considered the refundable portion. No other refundable credits were taken into account for this calculation.

[10] Income tax reflects the amount reported on Form 1040 line 56. It also includes data from Form 1040A and 1040EZ filers.

[11] “Total tax liability” differs from “Income tax”, in that “Total tax liability” includes the taxes from recapture of certain prior-year credits, tax applicable to individual retirement arrangements (IRA's), social security taxes on self-employment income and on certain tip income, advanced earned income payments, household employment taxes, and certain other taxes listed in the Form 1040 instructions.

[12] Reflects payments to or withholdings made to "Total tax liability". This is the amount the tax filer owes when the income tax return is filed.

[13] The amount of overpayments the tax filer requested to have refunded.