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ZIP Code Database - Facts & Stats

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ZIP Code 68135 Income Tax Stats

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

ZIP Code 68135 Data

Zip Code:68135
City:Omaha
State:NE [Nebraska]
Counties: DOUGLAS, NE
City Alias(es):Omaha
Area Code:402
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





68135 Income Tax Overview

Total Number of Tax Returns for ZIP Code 68135 [1] 13,880
Total Number of Single Tax Returns for ZIP Code 68135 6,190
Total Number of Joint Tax Returns for ZIP Code 68135 7,180
Total Number of Dependents for ZIP Code 68135 11,290
Total Adjusted Gross Income for ZIP Code 68135 $1,276,849,000
Average Income per Person for ZIP Code 68135 $49,347
Average Income per Household for ZIP Code 68135 $91,992

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 3,440
Number of single returns 3,070
Number of joint returns 180
Number of head of household returns 170
Number of returns with paid preparer's signature 1,150
Number of exemptions 2,120
Number of dependents 400
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 230
Number of elderly returns [4] 350
Adjust gross income (AGI) [5] $34,707,000
Number of returns with total income 3,440
Salaries and wages amount $35,320,000
Number of returns with salaries and wages 2,990
Salaries and wages amount $29,446
Number of returns with taxable interest 560
Taxable interest amount $220
Number of returns with ordinary dividends 400
Ordinary dividends amount $517,000
Number of returns with qualified dividends 380
Qualified dividends amount [6] $365
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $23
Number of returns with business or professional net income (less loss) 300
Business or professional net income (less loss) amount $1,421,000
Number of returns with net capital gain (less loss) 370
Net capital gain (less loss) amount $389,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $1,154,000
Number of returns with taxable pensions and annuities 240
Taxable pensions and annuities amount $1,798,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $88,000
Number of returns with taxable Social Security benefits 100
Taxable Social Security benefits amount $187,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount ($14,000)
Number of returns with total statutory adjustments 430
Total statutory adjustments amount $613,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $113,000
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 $113,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $131,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 200
Total itemized deductions amount $3,426,000
Amount of AGI for itemized returns $2,939,000
Number of returns with State and local income taxes 70
State and local income taxes amount $81,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $75,000
Number of returns with real estate taxes 160
Real estate taxes amount $634,000
Number of returns with taxes paid 200
Taxes paid amount $895,000
Number of returns with mortgage interest paid 110
Mortgage interest paid amount $529,000
Number of returns with contributions 150
Contributions amount $209,000
Number of returns with taxable income 1,720
Taxable income amount $10,078,000
Number of returns with income tax before credits 1,670
Income tax before credits amount $1,069,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 390
Total tax credits amount $141,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $103,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $20,000
Number of returns with child tax credit 30
Child tax credit amount $10,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 260
Self-employment tax amount $281,000
Number of returns with total tax payments 3,140
Total tax payments amount $3,974,000
Number of returns with earned income credit 410
Earned income credit amount [8] $865,000
Number of returns with excess earned income credit 340
Excess earned income credit (refundable) amount [9] $748,000
Number of returns with additional child tax credit 210
Additional child tax credit amount $243,000
Number of returns with refundable education credit 150
Refundable education credit amount $130,000
Number of returns with income tax 1,460
Income tax amount [10] $927,000
Number of returns with tax liability 1,680
Total tax liability amount [11] $1,246,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 330
Tax due at time of filing amount [12] $201,000
Number of returns with overpayments refunded 2,910
Overpayments refunded amount [13] $2,903,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 1,900
Number of single returns 1,150
Number of joint returns 390
Number of head of household returns 280
Number of returns with paid preparer's signature 740
Number of exemptions 3,100
Number of dependents 850
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] 270
Number of elderly returns [4] 370
Adjust gross income (AGI) [5] $70,691,000
Number of returns with total income 1,900
Salaries and wages amount $71,887,000
Number of returns with salaries and wages 1,640
Salaries and wages amount $58,565
Number of returns with taxable interest 470
Taxable interest amount $265
Number of returns with ordinary dividends 320
Ordinary dividends amount $648,000
Number of returns with qualified dividends 300
Qualified dividends amount [6] $410
Number of returns with state and local income tax refunds 260
State and local income tax refunds amount $149
Number of returns with business or professional net income (less loss) 260
Business or professional net income (less loss) amount $2,070,000
Number of returns with net capital gain (less loss) 290
Net capital gain (less loss) amount $736,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $1,873,000
Number of returns with taxable pensions and annuities 300
Taxable pensions and annuities amount $4,758,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $151,000
Number of returns with taxable Social Security benefits 290
Taxable Social Security benefits amount $2,263,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $389,000
Number of returns with total statutory adjustments 600
Total statutory adjustments amount $1,196,000
Number of returns with educator expenses 70
Educator expenses amount $17,000
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 $232,000
Number of returns with IRA payments 50
IRA payments amount $183,000
Number of returns with student loan interest deduction 320
Student loan interest deduction amount $351,000
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 550
Total itemized deductions amount $8,599,000
Amount of AGI for itemized returns $21,700,000
Number of returns with State and local income taxes 420
State and local income taxes amount $834,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $153,000
Number of returns with real estate taxes 470
Real estate taxes amount $2,002,000
Number of returns with taxes paid 550
Taxes paid amount $3,271,000
Number of returns with mortgage interest paid 400
Mortgage interest paid amount $2,020,000
Number of returns with contributions 390
Contributions amount $830,000
Number of returns with taxable income 1,820
Taxable income amount $39,223,000
Number of returns with income tax before credits 1,800
Income tax before credits amount $4,915,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 740
Total tax credits amount $608,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $65,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $185,000
Number of returns with retirement savings contribution credit 280
Retirement savings contribution credit amount $51,000
Number of returns with child tax credit 310
Child tax credit amount $303,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 180
Self-employment tax amount $403,000
Number of returns with total tax payments 1,830
Total tax payments amount $8,138,000
Number of returns with earned income credit 330
Earned income credit amount [8] $633,000
Number of returns with excess earned income credit 240
Excess earned income credit (refundable) amount [9] $483,000
Number of returns with additional child tax credit 240
Additional child tax credit amount $347,000
Number of returns with refundable education credit 120
Refundable education credit amount $96,000
Number of returns with income tax 1,570
Income tax amount [10] $4,307,000
Number of returns with tax liability 1,650
Total tax liability amount [11] $4,798,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 260
Tax due at time of filing amount [12] $449,000
Number of returns with overpayments refunded 1,600
Overpayments refunded amount [13] $3,722,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $72,000

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

Number of returns 1,730
Number of single returns 680
Number of joint returns 730
Number of head of household returns 260
Number of returns with paid preparer's signature 790
Number of exemptions 3,730
Number of dependents 1,280
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 210
Number of elderly returns [4] 380
Adjust gross income (AGI) [5] $107,632,000
Number of returns with total income 1,730
Salaries and wages amount $109,321,000
Number of returns with salaries and wages 1,540
Salaries and wages amount $86,713
Number of returns with taxable interest 580
Taxable interest amount $325
Number of returns with ordinary dividends 400
Ordinary dividends amount $1,181,000
Number of returns with qualified dividends 380
Qualified dividends amount [6] $736
Number of returns with state and local income tax refunds 590
State and local income tax refunds amount $433
Number of returns with business or professional net income (less loss) 300
Business or professional net income (less loss) amount $2,989,000
Number of returns with net capital gain (less loss) 370
Net capital gain (less loss) amount $1,182,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $3,200,000
Number of returns with taxable pensions and annuities 340
Taxable pensions and annuities amount $7,083,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $109,000
Number of returns with taxable Social Security benefits 280
Taxable Social Security benefits amount $4,483,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $973,000
Number of returns with total statutory adjustments 680
Total statutory adjustments amount $1,689,000
Number of returns with educator expenses 90
Educator expenses amount $22,000
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 $287,000
Number of returns with IRA payments 60
IRA payments amount $275,000
Number of returns with student loan interest deduction 360
Student loan interest deduction amount $407,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $75,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 990
Total itemized deductions amount $17,049,000
Amount of AGI for itemized returns $62,513,000
Number of returns with State and local income taxes 910
State and local income taxes amount $2,516,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $116,000
Number of returns with real estate taxes 920
Real estate taxes amount $4,025,000
Number of returns with taxes paid 990
Taxes paid amount $7,215,000
Number of returns with mortgage interest paid 820
Mortgage interest paid amount $4,422,000
Number of returns with contributions 770
Contributions amount $1,856,000
Number of returns with taxable income 1,720
Taxable income amount $68,264,000
Number of returns with income tax before credits 1,710
Income tax before credits amount $9,511,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 810
Total tax credits amount $1,205,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $77,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $215,000
Number of returns with retirement savings contribution credit 120
Retirement savings contribution credit amount $22,000
Number of returns with child tax credit 560
Child tax credit amount $863,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $6,000
Number of returns with self-employment tax 210
Self-employment tax amount $562,000
Number of returns with total tax payments 1,700
Total tax payments amount $12,515,000
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 $114,000
Number of returns with refundable education credit 130
Refundable education credit amount $115,000
Number of returns with income tax 1,610
Income tax amount [10] $8,306,000
Number of returns with tax liability 1,650
Total tax liability amount [11] $8,948,000
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] $719,000
Number of returns with overpayments refunded 1,370
Overpayments refunded amount [13] $4,067,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $102,000

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

Number of returns 1,770
Number of single returns 310
Number of joint returns 1,280
Number of head of household returns 160
Number of returns with paid preparer's signature 790
Number of exemptions 4,880
Number of dependents 1,840
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 170
Number of elderly returns [4] 350
Adjust gross income (AGI) [5] $154,412,000
Number of returns with total income 1,770
Salaries and wages amount $156,422,000
Number of returns with salaries and wages 1,620
Salaries and wages amount $127,599
Number of returns with taxable interest 710
Taxable interest amount $305
Number of returns with ordinary dividends 470
Ordinary dividends amount $1,175,000
Number of returns with qualified dividends 440
Qualified dividends amount [6] $769
Number of returns with state and local income tax refunds 740
State and local income tax refunds amount $572
Number of returns with business or professional net income (less loss) 290
Business or professional net income (less loss) amount $3,434,000
Number of returns with net capital gain (less loss) 450
Net capital gain (less loss) amount $1,705,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $4,019,000
Number of returns with taxable pensions and annuities 360
Taxable pensions and annuities amount $8,832,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $161,000
Number of returns with taxable Social Security benefits 280
Taxable Social Security benefits amount $5,714,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $1,748,000
Number of returns with total statutory adjustments 710
Total statutory adjustments amount $2,010,000
Number of returns with educator expenses 110
Educator expenses amount $28,000
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 $335,000
Number of returns with IRA payments 80
IRA payments amount $442,000
Number of returns with student loan interest deduction 400
Student loan interest deduction amount $476,000
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 1,260
Total itemized deductions amount $23,830,000
Amount of AGI for itemized returns $110,095,000
Number of returns with State and local income taxes 1,190
State and local income taxes amount $4,482,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $115,000
Number of returns with real estate taxes 1,210
Real estate taxes amount $5,657,000
Number of returns with taxes paid 1,250
Taxes paid amount $10,937,000
Number of returns with mortgage interest paid 1,130
Mortgage interest paid amount $6,949,000
Number of returns with contributions 1,020
Contributions amount $2,697,000
Number of returns with taxable income 1,770
Taxable income amount $104,833,000
Number of returns with income tax before credits 1,760
Income tax before credits amount $15,202,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,030
Total tax credits amount $1,859,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 270
Child and dependent care credit amount $154,000
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $268,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 780
Child tax credit amount $1,388,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $10,000
Number of returns with self-employment tax 210
Self-employment tax amount $588,000
Number of returns with total tax payments 1,750
Total tax payments amount $17,777,000
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 $20,000
Number of returns with refundable education credit 130
Refundable education credit amount $112,000
Number of returns with income tax 1,740
Income tax amount [10] $13,343,000
Number of returns with tax liability 1,750
Total tax liability amount [11] $14,082,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 370
Tax due at time of filing amount [12] $1,049,000
Number of returns with overpayments refunded 1,370
Overpayments refunded amount [13] $4,666,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $58,000

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

Number of returns 3,950
Number of single returns 240
Number of joint returns 3,570
Number of head of household returns 110
Number of returns with paid preparer's signature 1,950
Number of exemptions 12,870
Number of dependents 5,350
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] 250
Number of elderly returns [4] 710
Adjust gross income (AGI) [5] $543,981,000
Number of returns with total income 3,950
Salaries and wages amount $549,538,000
Number of returns with salaries and wages 3,770
Salaries and wages amount $461,852
Number of returns with taxable interest 2,040
Taxable interest amount $1,321
Number of returns with ordinary dividends 1,510
Ordinary dividends amount $4,407,000
Number of returns with qualified dividends 1,430
Qualified dividends amount [6] $3,211
Number of returns with state and local income tax refunds 1,980
State and local income tax refunds amount $1,652
Number of returns with business or professional net income (less loss) 780
Business or professional net income (less loss) amount $10,118,000
Number of returns with net capital gain (less loss) 1,390
Net capital gain (less loss) amount $8,253,000
Number of returns with taxable individual retirement arrangements distributions 470
Taxable individual retirement arrangements distributions amount $11,640,000
Number of returns with taxable pensions and annuities 770
Taxable pensions and annuities amount $25,405,000
Number of farm returns 40
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $239,000
Number of returns with taxable Social Security benefits 410
Taxable Social Security benefits amount $9,628,000
Number of returns with partnership/S-corp net income (less loss) 470
Partnership/S-corp net income (less loss) amount $11,069,000
Number of returns with total statutory adjustments 1,760
Total statutory adjustments amount $5,557,000
Number of returns with educator expenses 300
Educator expenses amount $79,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $593,000
Number of returns with self-employment health insurance deduction 130
Self-employment health insurance deduction amount $1,062,000
Number of returns with IRA payments 160
IRA payments amount $922,000
Number of returns with student loan interest deduction 780
Student loan interest deduction amount $850,000
Number of returns with tuition and fees deduction 140
Tuition and fees deduction amount $242,000
Returns with domestic production activities deduction 60
Domestic production activities deduction amount $161,000
Number of returns with itemized deductions 3,590
Total itemized deductions amount $85,423,000
Amount of AGI for itemized returns $501,936,000
Number of returns with State and local income taxes 3,530
State and local income taxes amount $23,773,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $163,000
Number of returns with real estate taxes 3,510
Real estate taxes amount $20,092,000
Number of returns with taxes paid 3,590
Taxes paid amount $46,728,000
Number of returns with mortgage interest paid 3,260
Mortgage interest paid amount $21,711,000
Number of returns with contributions 3,210
Contributions amount $10,768,000
Number of returns with taxable income 3,940
Taxable income amount $402,257,000
Number of returns with income tax before credits 3,940
Income tax before credits amount $68,087,000
Number of returns with alternative minimum tax 90
Alternative minimum tax amount $165,000
Number of returns with total tax credits 2,310
Total tax credits amount $3,211,000
Number of returns with foreign tax credit 470
Foreign tax credit amount $63,000
Number of returns with child and dependent care credit 810
Child and dependent care credit amount $448,000
Number of returns with nonrefundable education credit 550
Nonrefundable education credit amount $736,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,290
Child tax credit amount $1,822,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $21,000
Number of returns with self-employment tax 570
Self-employment tax amount $1,691,000
Number of returns with total tax payments 3,930
Total tax payments amount $73,100,000
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 480
Refundable education credit amount $448,000
Number of returns with income tax 3,930
Income tax amount [10] $64,876,000
Number of returns with tax liability 3,940
Total tax liability amount [11] $67,091,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,300
Tax due at time of filing amount [12] $5,139,000
Number of returns with overpayments refunded 2,570
Overpayments refunded amount [13] $10,630,000
Number of returns with credit to next year’s estimated tax 110
Credited to next year’s estimated tax amount $448,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,090
Number of single returns 40
Number of joint returns 1,030
Number of head of household returns 20
Number of returns with paid preparer's signature 700
Number of exemptions 3,690
Number of dependents 1,570
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] 210
Adjust gross income (AGI) [5] $365,426,000
Number of returns with total income 1,090
Salaries and wages amount $371,024,000
Number of returns with salaries and wages 1,040
Salaries and wages amount $249,158
Number of returns with taxable interest 820
Taxable interest amount $1,646
Number of returns with ordinary dividends 730
Ordinary dividends amount $9,627,000
Number of returns with qualified dividends 710
Qualified dividends amount [6] $7,525
Number of returns with state and local income tax refunds 430
State and local income tax refunds amount $899
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $4,997,000
Number of returns with net capital gain (less loss) 710
Net capital gain (less loss) amount $22,236,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $4,859,000
Number of returns with taxable pensions and annuities 180
Taxable pensions and annuities amount $10,330,000
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 90
Taxable Social Security benefits amount $2,503,000
Number of returns with partnership/S-corp net income (less loss) 360
Partnership/S-corp net income (less loss) amount $61,441,000
Number of returns with total statutory adjustments 400
Total statutory adjustments amount $5,598,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $1,159,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $1,482,000
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 50
Domestic production activities deduction amount $1,278,000
Number of returns with itemized deductions 1,080
Total itemized deductions amount $47,451,000
Amount of AGI for itemized returns $360,591,000
Number of returns with State and local income taxes 1,050
State and local income taxes amount $20,262,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $80,000
Number of returns with real estate taxes 1,060
Real estate taxes amount $8,162,000
Number of returns with taxes paid 1,080
Taxes paid amount $29,556,000
Number of returns with mortgage interest paid 900
Mortgage interest paid amount $6,752,000
Number of returns with contributions 1,030
Contributions amount $10,421,000
Number of returns with taxable income 1,090
Taxable income amount $305,941,000
Number of returns with income tax before credits 1,090
Income tax before credits amount $77,436,000
Number of returns with alternative minimum tax 740
Alternative minimum tax amount $3,452,000
Number of returns with total tax credits 480
Total tax credits amount $566,000
Number of returns with foreign tax credit 330
Foreign tax credit amount $205,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $65,000
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 30
Residential energy tax credit amount $6,000
Number of returns with self-employment tax 210
Self-employment tax amount $1,110,000
Number of returns with total tax payments 1,090
Total tax payments amount $74,667,000
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 1,090
Income tax amount [10] $76,870,000
Number of returns with tax liability 1,090
Total tax liability amount [11] $79,622,000
Number of returns with net investment income tax 540
Net investment income tax $906,000
Number of returns with tax due at time of filing 610
Tax due at time of filing amount [12] $10,119,000
Number of returns with overpayments refunded 380
Overpayments refunded amount [13] $2,804,000
Number of returns with credit to next year’s estimated tax 120
Credited to next year’s estimated tax amount $2,254,000

[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.