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ZIP Code Database - Facts & Stats

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ZIP Code 68136 Income Tax Stats

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

ZIP Code 68136 Data

Zip Code:68136
City:Omaha
State:NE [Nebraska]
Counties: SARPY, NE
City Alias(es):Omaha
Area Code:402
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





68136 Income Tax Overview

Total Number of Tax Returns for ZIP Code 68136 [1] 8,600
Total Number of Single Tax Returns for ZIP Code 68136 4,040
Total Number of Joint Tax Returns for ZIP Code 68136 4,600
Total Number of Dependents for ZIP Code 68136 7,280
Total Adjusted Gross Income for ZIP Code 68136 $818,693,000
Average Income per Person for ZIP Code 68136 $59,201
Average Income per Household for ZIP Code 68136 $95,197

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 1,710
Number of single returns 1,470
Number of joint returns 110
Number of head of household returns 110
Number of returns with paid preparer's signature 600
Number of exemptions 1,240
Number of dependents 260
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
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] 240
Adjust gross income (AGI) [5] $18,006,000
Number of returns with total income 1,710
Salaries and wages amount $18,295,000
Number of returns with salaries and wages 1,400
Salaries and wages amount $14,073
Number of returns with taxable interest 280
Taxable interest amount $164
Number of returns with ordinary dividends 210
Ordinary dividends amount $256,000
Number of returns with qualified dividends 200
Qualified dividends amount [6] $138
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $21
Number of returns with business or professional net income (less loss) 170
Business or professional net income (less loss) amount $938,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $179,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $806,000
Number of returns with taxable pensions and annuities 190
Taxable pensions and annuities amount $1,420,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $178,000
Number of returns with taxable Social Security benefits 80
Taxable Social Security benefits amount $146,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $151,000
Number of returns with total statutory adjustments 230
Total statutory adjustments amount $289,000
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 $41,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $64,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $61,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 140
Total itemized deductions amount $2,508,000
Amount of AGI for itemized returns $2,073,000
Number of returns with State and local income taxes 50
State and local income taxes amount $55,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $55,000
Number of returns with real estate taxes 100
Real estate taxes amount $454,000
Number of returns with taxes paid 140
Taxes paid amount $613,000
Number of returns with mortgage interest paid 80
Mortgage interest paid amount $415,000
Number of returns with contributions 90
Contributions amount $150,000
Number of returns with taxable income 820
Taxable income amount $4,799,000
Number of returns with income tax before credits 810
Income tax before credits amount $523,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 190
Total tax credits amount $76,000
Number of returns with foreign tax credit 20
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 80
Nonrefundable education credit amount $48,000
Number of returns with retirement savings contribution credit 60
Retirement savings contribution credit amount $11,000
Number of returns with child tax credit 30
Child tax credit amount $11,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 130
Self-employment tax amount $176,000
Number of returns with total tax payments 1,540
Total tax payments amount $2,187,000
Number of returns with earned income credit 260
Earned income credit amount [8] $590,000
Number of returns with excess earned income credit 230
Excess earned income credit (refundable) amount [9] $501,000
Number of returns with additional child tax credit 140
Additional child tax credit amount $156,000
Number of returns with refundable education credit 70
Refundable education credit amount $61,000
Number of returns with income tax 700
Income tax amount [10] $447,000
Number of returns with tax liability 800
Total tax liability amount [11] $646,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 150
Tax due at time of filing amount [12] $124,000
Number of returns with overpayments refunded 1,450
Overpayments refunded amount [13] $1,648,000
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 1,300
Number of single returns 740
Number of joint returns 280
Number of head of household returns 220
Number of returns with paid preparer's signature 510
Number of exemptions 2,220
Number of dependents 660
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 200
Number of elderly returns [4] 250
Adjust gross income (AGI) [5] $48,878,000
Number of returns with total income 1,300
Salaries and wages amount $49,679,000
Number of returns with salaries and wages 1,140
Salaries and wages amount $39,757
Number of returns with taxable interest 330
Taxable interest amount $177
Number of returns with ordinary dividends 210
Ordinary dividends amount $579,000
Number of returns with qualified dividends 190
Qualified dividends amount [6] $355
Number of returns with state and local income tax refunds 190
State and local income tax refunds amount $126
Number of returns with business or professional net income (less loss) 180
Business or professional net income (less loss) amount $1,892,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $570,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $1,399,000
Number of returns with taxable pensions and annuities 220
Taxable pensions and annuities amount $3,135,000
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 200
Taxable Social Security benefits amount $1,559,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $454,000
Number of returns with total statutory adjustments 430
Total statutory adjustments amount $801,000
Number of returns with educator expenses 60
Educator expenses amount $15,000
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 $154,000
Number of returns with IRA payments 30
IRA payments amount $107,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $221,000
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 410
Total itemized deductions amount $6,402,000
Amount of AGI for itemized returns $16,336,000
Number of returns with State and local income taxes 320
State and local income taxes amount $526,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $95,000
Number of returns with real estate taxes 370
Real estate taxes amount $1,713,000
Number of returns with taxes paid 410
Taxes paid amount $2,492,000
Number of returns with mortgage interest paid 320
Mortgage interest paid amount $1,576,000
Number of returns with contributions 310
Contributions amount $637,000
Number of returns with taxable income 1,260
Taxable income amount $26,690,000
Number of returns with income tax before credits 1,250
Income tax before credits amount $3,313,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 570
Total tax credits amount $512,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $56,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $130,000
Number of returns with retirement savings contribution credit 230
Retirement savings contribution credit amount $38,000
Number of returns with child tax credit 290
Child tax credit amount $288,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 130
Self-employment tax amount $337,000
Number of returns with total tax payments 1,270
Total tax payments amount $5,622,000
Number of returns with earned income credit 260
Earned income credit amount [8] $463,000
Number of returns with excess earned income credit 200
Excess earned income credit (refundable) amount [9] $353,000
Number of returns with additional child tax credit 190
Additional child tax credit amount $261,000
Number of returns with refundable education credit 70
Refundable education credit amount $59,000
Number of returns with income tax 1,060
Income tax amount [10] $2,802,000
Number of returns with tax liability 1,130
Total tax liability amount [11] $3,189,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 190
Tax due at time of filing amount [12] $326,000
Number of returns with overpayments refunded 1,090
Overpayments refunded amount [13] $2,731,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $51,000

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

Number of returns 1,250
Number of single returns 460
Number of joint returns 540
Number of head of household returns 180
Number of returns with paid preparer's signature 610
Number of exemptions 2,750
Number of dependents 950
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] 250
Adjust gross income (AGI) [5] $78,485,000
Number of returns with total income 1,250
Salaries and wages amount $79,677,000
Number of returns with salaries and wages 1,120
Salaries and wages amount $64,766
Number of returns with taxable interest 430
Taxable interest amount $280
Number of returns with ordinary dividends 300
Ordinary dividends amount $621,000
Number of returns with qualified dividends 280
Qualified dividends amount [6] $412
Number of returns with state and local income tax refunds 400
State and local income tax refunds amount $305
Number of returns with business or professional net income (less loss) 210
Business or professional net income (less loss) amount $1,897,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $674,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $2,056,000
Number of returns with taxable pensions and annuities 230
Taxable pensions and annuities amount $4,764,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $167,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $3,184,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $730,000
Number of returns with total statutory adjustments 490
Total statutory adjustments amount $1,192,000
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 40
Self-employment health insurance deduction amount $207,000
Number of returns with IRA payments 40
IRA payments amount $198,000
Number of returns with student loan interest deduction 260
Student loan interest deduction amount $299,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $38,000
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $46,000
Number of returns with itemized deductions 680
Total itemized deductions amount $11,658,000
Amount of AGI for itemized returns $42,620,000
Number of returns with State and local income taxes 610
State and local income taxes amount $1,732,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $93,000
Number of returns with real estate taxes 610
Real estate taxes amount $2,851,000
Number of returns with taxes paid 680
Taxes paid amount $4,994,000
Number of returns with mortgage interest paid 560
Mortgage interest paid amount $3,108,000
Number of returns with contributions 500
Contributions amount $1,152,000
Number of returns with taxable income 1,240
Taxable income amount $49,878,000
Number of returns with income tax before credits 1,240
Income tax before credits amount $7,004,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 610
Total tax credits amount $932,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $67,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $130,000
Number of returns with retirement savings contribution credit 70
Retirement savings contribution credit amount $14,000
Number of returns with child tax credit 450
Child tax credit amount $703,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $7,000
Number of returns with self-employment tax 160
Self-employment tax amount $375,000
Number of returns with total tax payments 1,240
Total tax payments amount $9,114,000
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 100
Additional child tax credit amount $125,000
Number of returns with refundable education credit 80
Refundable education credit amount $61,000
Number of returns with income tax 1,160
Income tax amount [10] $6,072,000
Number of returns with tax liability 1,180
Total tax liability amount [11] $6,537,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 230
Tax due at time of filing amount [12] $538,000
Number of returns with overpayments refunded 1,010
Overpayments refunded amount [13] $3,079,000
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 1,220
Number of single returns 220
Number of joint returns 850
Number of head of household returns 110
Number of returns with paid preparer's signature 580
Number of exemptions 3,400
Number of dependents 1,330
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 130
Number of elderly returns [4] 230
Adjust gross income (AGI) [5] $106,025,000
Number of returns with total income 1,220
Salaries and wages amount $107,304,000
Number of returns with salaries and wages 1,120
Salaries and wages amount $86,950
Number of returns with taxable interest 480
Taxable interest amount $241
Number of returns with ordinary dividends 320
Ordinary dividends amount $800,000
Number of returns with qualified dividends 300
Qualified dividends amount [6] $514
Number of returns with state and local income tax refunds 500
State and local income tax refunds amount $388
Number of returns with business or professional net income (less loss) 200
Business or professional net income (less loss) amount $2,017,000
Number of returns with net capital gain (less loss) 290
Net capital gain (less loss) amount $1,123,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $2,699,000
Number of returns with taxable pensions and annuities 260
Taxable pensions and annuities amount $6,571,000
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 190
Taxable Social Security benefits amount $3,860,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $2,082,000
Number of returns with total statutory adjustments 500
Total statutory adjustments amount $1,279,000
Number of returns with educator expenses 70
Educator expenses amount $19,000
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 $269,000
Number of returns with IRA payments 30
IRA payments amount $154,000
Number of returns with student loan interest deduction 270
Student loan interest deduction amount $329,000
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 880
Total itemized deductions amount $17,283,000
Amount of AGI for itemized returns $76,778,000
Number of returns with State and local income taxes 840
State and local income taxes amount $3,136,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $91,000
Number of returns with real estate taxes 830
Real estate taxes amount $4,330,000
Number of returns with taxes paid 880
Taxes paid amount $8,016,000
Number of returns with mortgage interest paid 770
Mortgage interest paid amount $4,810,000
Number of returns with contributions 710
Contributions amount $1,754,000
Number of returns with taxable income 1,210
Taxable income amount $71,122,000
Number of returns with income tax before credits 1,210
Income tax before credits amount $10,361,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 700
Total tax credits amount $1,311,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 200
Child and dependent care credit amount $117,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $144,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 570
Child tax credit amount $1,030,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 140
Self-employment tax amount $353,000
Number of returns with total tax payments 1,210
Total tax payments amount $12,218,000
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 70
Refundable education credit amount $58,000
Number of returns with income tax 1,190
Income tax amount [10] $9,050,000
Number of returns with tax liability 1,200
Total tax liability amount [11] $9,494,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 250
Tax due at time of filing amount [12] $716,000
Number of returns with overpayments refunded 940
Overpayments refunded amount [13] $3,368,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $53,000

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

Number of returns 2,480
Number of single returns 170
Number of joint returns 2,230
Number of head of household returns 80
Number of returns with paid preparer's signature 1,270
Number of exemptions 7,870
Number of dependents 3,150
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] 430
Adjust gross income (AGI) [5] $339,176,000
Number of returns with total income 2,480
Salaries and wages amount $342,303,000
Number of returns with salaries and wages 2,360
Salaries and wages amount $285,562
Number of returns with taxable interest 1,240
Taxable interest amount $1,043
Number of returns with ordinary dividends 890
Ordinary dividends amount $2,651,000
Number of returns with qualified dividends 850
Qualified dividends amount [6] $2,070
Number of returns with state and local income tax refunds 1,260
State and local income tax refunds amount $1,025
Number of returns with business or professional net income (less loss) 470
Business or professional net income (less loss) amount $4,714,000
Number of returns with net capital gain (less loss) 810
Net capital gain (less loss) amount $5,560,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $7,681,000
Number of returns with taxable pensions and annuities 520
Taxable pensions and annuities amount $17,681,000
Number of farm returns 40
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $158,000
Number of returns with taxable Social Security benefits 320
Taxable Social Security benefits amount $7,537,000
Number of returns with partnership/S-corp net income (less loss) 310
Partnership/S-corp net income (less loss) amount $6,291,000
Number of returns with total statutory adjustments 1,130
Total statutory adjustments amount $3,127,000
Number of returns with educator expenses 210
Educator expenses amount $56,000
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 $667,000
Number of returns with IRA payments 80
IRA payments amount $438,000
Number of returns with student loan interest deduction 540
Student loan interest deduction amount $590,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $111,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $112,000
Number of returns with itemized deductions 2,250
Total itemized deductions amount $56,275,000
Amount of AGI for itemized returns $311,166,000
Number of returns with State and local income taxes 2,200
State and local income taxes amount $14,475,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $201,000
Number of returns with real estate taxes 2,200
Real estate taxes amount $14,018,000
Number of returns with taxes paid 2,250
Taxes paid amount $30,302,000
Number of returns with mortgage interest paid 2,100
Mortgage interest paid amount $14,540,000
Number of returns with contributions 2,000
Contributions amount $6,637,000
Number of returns with taxable income 2,480
Taxable income amount $248,305,000
Number of returns with income tax before credits 2,480
Income tax before credits amount $41,704,000
Number of returns with alternative minimum tax 50
Alternative minimum tax amount $102,000
Number of returns with total tax credits 1,430
Total tax credits amount $1,996,000
Number of returns with foreign tax credit 280
Foreign tax credit amount $43,000
Number of returns with child and dependent care credit 600
Child and dependent care credit amount $328,000
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $291,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 850
Child tax credit amount $1,254,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 310
Self-employment tax amount $847,000
Number of returns with total tax payments 2,470
Total tax payments amount $46,022,000
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 200
Refundable education credit amount $171,000
Number of returns with income tax 2,470
Income tax amount [10] $39,707,000
Number of returns with tax liability 2,470
Total tax liability amount [11] $40,812,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 700
Tax due at time of filing amount [12] $2,539,000
Number of returns with overpayments refunded 1,730
Overpayments refunded amount [13] $7,222,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $247,000

Adjusted Gross Income: $200,000 or more

Number of returns 640
Number of single returns 30
Number of joint returns 590
Number of head of household returns 0
Number of returns with paid preparer's signature 420
Number of exemptions 2,160
Number of dependents 930
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] 120
Adjust gross income (AGI) [5] $228,123,000
Number of returns with total income 640
Salaries and wages amount $231,510,000
Number of returns with salaries and wages 610
Salaries and wages amount $142,408
Number of returns with taxable interest 460
Taxable interest amount $1,279
Number of returns with ordinary dividends 400
Ordinary dividends amount $4,044,000
Number of returns with qualified dividends 380
Qualified dividends amount [6] $3,128
Number of returns with state and local income tax refunds 290
State and local income tax refunds amount $570
Number of returns with business or professional net income (less loss) 110
Business or professional net income (less loss) amount $4,748,000
Number of returns with net capital gain (less loss) 380
Net capital gain (less loss) amount $15,944,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $2,764,000
Number of returns with taxable pensions and annuities 110
Taxable pensions and annuities amount $4,759,000
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 $1,820,000
Number of returns with partnership/S-corp net income (less loss) 230
Partnership/S-corp net income (less loss) amount $50,264,000
Number of returns with total statutory adjustments 240
Total statutory adjustments amount $3,387,000
Number of returns with educator expenses 30
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $872,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $841,000
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 $1,019,000
Number of returns with itemized deductions 630
Total itemized deductions amount $29,617,000
Amount of AGI for itemized returns $225,210,000
Number of returns with State and local income taxes 610
State and local income taxes amount $12,951,000
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 620
Real estate taxes amount $5,960,000
Number of returns with taxes paid 630
Taxes paid amount $19,589,000
Number of returns with mortgage interest paid 550
Mortgage interest paid amount $5,010,000
Number of returns with contributions 600
Contributions amount $4,646,000
Number of returns with taxable income 640
Taxable income amount $191,689,000
Number of returns with income tax before credits 640
Income tax before credits amount $50,278,000
Number of returns with alternative minimum tax 440
Alternative minimum tax amount $2,317,000
Number of returns with total tax credits 290
Total tax credits amount $232,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $26,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $64,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 100
Self-employment tax amount $647,000
Number of returns with total tax payments 630
Total tax payments amount $47,550,000
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 640
Income tax amount [10] $49,813,000
Number of returns with tax liability 640
Total tax liability amount [11] $51,339,000
Number of returns with net investment income tax 300
Net investment income tax $417,000
Number of returns with tax due at time of filing 330
Tax due at time of filing amount [12] $7,719,000
Number of returns with overpayments refunded 240
Overpayments refunded amount [13] $2,027,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $1,856,000

[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.