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ZIP Code Database - Facts & Stats

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ZIP Code 74055 Income Tax Stats

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

ZIP Code 74055 Data

Zip Code:74055
City:Owasso
State:OK [Oklahoma]
Counties: TULSA, OK
City Alias(es):Owasso
Area Code:918
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


74055 Income Tax Overview

Total Number of Tax Returns for ZIP Code 74055 [1] 20,960
Total Number of Single Tax Returns for ZIP Code 74055 8,750
Total Number of Joint Tax Returns for ZIP Code 74055 9,810
Total Number of Dependents for ZIP Code 74055 14,900
Total Adjusted Gross Income for ZIP Code 74055 $1,644,538,000
Average Income per Person for ZIP Code 74055 $42,516
Average Income per Household for ZIP Code 74055 $78,461

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 5,920
Number of single returns 4,470
Number of joint returns 670
Number of head of household returns 690
Number of returns with paid preparer's signature 2,240
Number of exemptions 6,630
Number of dependents 1,750
Total number of volunteer prepared returns [5] 200
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
Number of tax counseling for the elderly (TCE) prepared returns [3] 180
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 910
Number of elderly returns [4] 1,100
Adjust gross income (AGI) [5] $70,907,000
Number of returns with total income 5,920
Salaries and wages amount $71,885,000
Number of returns with salaries and wages 4,750
Salaries and wages amount $56,117
Number of returns with taxable interest 1,050
Taxable interest amount $526
Number of returns with ordinary dividends 500
Ordinary dividends amount $872,000
Number of returns with qualified dividends 450
Qualified dividends amount [6] $583
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $63
Number of returns with business or professional net income (less loss) 720
Business or professional net income (less loss) amount $3,857,000
Number of returns with net capital gain (less loss) 410
Net capital gain (less loss) amount $521,000
Number of returns with taxable individual retirement arrangements distributions 410
Taxable individual retirement arrangements distributions amount $2,909,000
Number of returns with taxable pensions and annuities 730
Taxable pensions and annuities amount $6,411,000
Number of farm returns 20
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $513,000
Number of returns with taxable Social Security benefits 330
Taxable Social Security benefits amount $662,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount ($390,000)
Number of returns with total statutory adjustments 840
Total statutory adjustments amount $978,000
Number of returns with educator expenses 20
Educator expenses amount $5,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $229,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $154,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $90,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 390
Total itemized deductions amount $6,863,000
Amount of AGI for itemized returns $5,756,000
Number of returns with State and local income taxes 130
State and local income taxes amount $182,000
Number of returns with State and local general sales tax 210
State and local general sales tax amount $191,000
Number of returns with real estate taxes 280
Real estate taxes amount $599,000
Number of returns with taxes paid 380
Taxes paid amount $1,012,000
Number of returns with mortgage interest paid 200
Mortgage interest paid amount $1,143,000
Number of returns with contributions 280
Contributions amount $785,000
Number of returns with taxable income 2,780
Taxable income amount $16,974,000
Number of returns with income tax before credits 2,770
Income tax before credits amount $1,825,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 750
Total tax credits amount $236,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $8,000
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $120,000
Number of returns with retirement savings contribution credit 340
Retirement savings contribution credit amount $47,000
Number of returns with child tax credit 150
Child tax credit amount $52,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 580
Self-employment tax amount $746,000
Number of returns with total tax payments 5,350
Total tax payments amount $10,081,000
Number of returns with earned income credit 1,440
Earned income credit amount [8] $3,625,000
Number of returns with excess earned income credit 1,240
Excess earned income credit (refundable) amount [9] $3,185,000
Number of returns with additional child tax credit 830
Additional child tax credit amount $1,011,000
Number of returns with refundable education credit 270
Refundable education credit amount $215,000
Number of returns with income tax 2,390
Income tax amount [10] $1,589,000
Number of returns with tax liability 2,910
Total tax liability amount [11] $2,432,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 550
Tax due at time of filing amount [12] $414,000
Number of returns with overpayments refunded 5,000
Overpayments refunded amount [13] $8,016,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $19,000

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

Number of returns 4,410
Number of single returns 2,110
Number of joint returns 1,190
Number of head of household returns 930
Number of returns with paid preparer's signature 1,770
Number of exemptions 8,380
Number of dependents 2,820
Total number of volunteer prepared returns [5] 140
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 110
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 930
Number of elderly returns [4] 930
Adjust gross income (AGI) [5] $160,973,000
Number of returns with total income 4,410
Salaries and wages amount $162,591,000
Number of returns with salaries and wages 3,770
Salaries and wages amount $131,576
Number of returns with taxable interest 1,040
Taxable interest amount $883
Number of returns with ordinary dividends 450
Ordinary dividends amount $1,217,000
Number of returns with qualified dividends 400
Qualified dividends amount [6] $822
Number of returns with state and local income tax refunds 330
State and local income tax refunds amount $155
Number of returns with business or professional net income (less loss) 530
Business or professional net income (less loss) amount $4,259,000
Number of returns with net capital gain (less loss) 390
Net capital gain (less loss) amount $864,000
Number of returns with taxable individual retirement arrangements distributions 420
Taxable individual retirement arrangements distributions amount $4,620,000
Number of returns with taxable pensions and annuities 780
Taxable pensions and annuities amount $11,885,000
Number of farm returns 20
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $604,000
Number of returns with taxable Social Security benefits 740
Taxable Social Security benefits amount $5,280,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $249,000
Number of returns with total statutory adjustments 990
Total statutory adjustments amount $1,618,000
Number of returns with educator expenses 110
Educator expenses amount $26,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $310,000
Number of returns with IRA payments 60
IRA payments amount $217,000
Number of returns with student loan interest deduction 470
Student loan interest deduction amount $440,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $40,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 830
Total itemized deductions amount $13,312,000
Amount of AGI for itemized returns $32,147,000
Number of returns with State and local income taxes 610
State and local income taxes amount $941,000
Number of returns with State and local general sales tax 200
State and local general sales tax amount $224,000
Number of returns with real estate taxes 650
Real estate taxes amount $1,339,000
Number of returns with taxes paid 830
Taxes paid amount $2,624,000
Number of returns with mortgage interest paid 590
Mortgage interest paid amount $3,145,000
Number of returns with contributions 600
Contributions amount $2,159,000
Number of returns with taxable income 4,220
Taxable income amount $82,934,000
Number of returns with income tax before credits 4,200
Income tax before credits amount $10,223,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,890
Total tax credits amount $1,620,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $81,000
Number of returns with nonrefundable education credit 380
Nonrefundable education credit amount $347,000
Number of returns with retirement savings contribution credit 800
Retirement savings contribution credit amount $143,000
Number of returns with child tax credit 1,070
Child tax credit amount $1,024,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 370
Self-employment tax amount $922,000
Number of returns with total tax payments 4,290
Total tax payments amount $18,354,000
Number of returns with earned income credit 1,100
Earned income credit amount [8] $2,236,000
Number of returns with excess earned income credit 860
Excess earned income credit (refundable) amount [9] $1,767,000
Number of returns with additional child tax credit 770
Additional child tax credit amount $1,134,000
Number of returns with refundable education credit 230
Refundable education credit amount $191,000
Number of returns with income tax 3,480
Income tax amount [10] $8,603,000
Number of returns with tax liability 3,690
Total tax liability amount [11] $9,731,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 670
Tax due at time of filing amount [12] $1,020,000
Number of returns with overpayments refunded 3,680
Overpayments refunded amount [13] $9,504,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $58,000

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

Number of returns 3,050
Number of single returns 970
Number of joint returns 1,580
Number of head of household returns 420
Number of returns with paid preparer's signature 1,370
Number of exemptions 7,100
Number of dependents 2,470
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 500
Number of elderly returns [4] 790
Adjust gross income (AGI) [5] $188,656,000
Number of returns with total income 3,050
Salaries and wages amount $190,616,000
Number of returns with salaries and wages 2,650
Salaries and wages amount $149,492
Number of returns with taxable interest 1,010
Taxable interest amount $784
Number of returns with ordinary dividends 480
Ordinary dividends amount $1,224,000
Number of returns with qualified dividends 450
Qualified dividends amount [6] $889
Number of returns with state and local income tax refunds 560
State and local income tax refunds amount $325
Number of returns with business or professional net income (less loss) 490
Business or professional net income (less loss) amount $3,028,000
Number of returns with net capital gain (less loss) 400
Net capital gain (less loss) amount $1,796,000
Number of returns with taxable individual retirement arrangements distributions 380
Taxable individual retirement arrangements distributions amount $5,744,000
Number of returns with taxable pensions and annuities 720
Taxable pensions and annuities amount $15,221,000
Number of farm returns 30
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $513,000
Number of returns with taxable Social Security benefits 610
Taxable Social Security benefits amount $9,569,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $2,053,000
Number of returns with total statutory adjustments 910
Total statutory adjustments amount $1,960,000
Number of returns with educator expenses 80
Educator expenses amount $21,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $368,000
Number of returns with IRA payments 60
IRA payments amount $298,000
Number of returns with student loan interest deduction 470
Student loan interest deduction amount $471,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $50,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $58,000
Number of returns with itemized deductions 1,170
Total itemized deductions amount $20,393,000
Amount of AGI for itemized returns $73,231,000
Number of returns with State and local income taxes 1,000
State and local income taxes amount $2,295,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $244,000
Number of returns with real estate taxes 1,010
Real estate taxes amount $2,160,000
Number of returns with taxes paid 1,170
Taxes paid amount $4,834,000
Number of returns with mortgage interest paid 920
Mortgage interest paid amount $5,368,000
Number of returns with contributions 890
Contributions amount $3,714,000
Number of returns with taxable income 3,030
Taxable income amount $119,391,000
Number of returns with income tax before credits 3,030
Income tax before credits amount $16,607,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,390
Total tax credits amount $2,092,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 180
Child and dependent care credit amount $98,000
Number of returns with nonrefundable education credit 250
Nonrefundable education credit amount $285,000
Number of returns with retirement savings contribution credit 280
Retirement savings contribution credit amount $45,000
Number of returns with child tax credit 1,050
Child tax credit amount $1,597,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $10,000
Number of returns with self-employment tax 340
Self-employment tax amount $810,000
Number of returns with total tax payments 3,000
Total tax payments amount $20,585,000
Number of returns with earned income credit 40
Earned income credit amount [8] $15,000
Number of returns with excess earned income credit 30
Excess earned income credit (refundable) amount [9] $12,000
Number of returns with additional child tax credit 190
Additional child tax credit amount $304,000
Number of returns with refundable education credit 180
Refundable education credit amount $156,000
Number of returns with income tax 2,830
Income tax amount [10] $14,516,000
Number of returns with tax liability 2,910
Total tax liability amount [11] $15,529,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 710
Tax due at time of filing amount [12] $1,603,000
Number of returns with overpayments refunded 2,300
Overpayments refunded amount [13] $6,498,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $118,000

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

Number of returns 2,260
Number of single returns 370
Number of joint returns 1,660
Number of head of household returns 180
Number of returns with paid preparer's signature 1,130
Number of exemptions 5,990
Number of dependents 2,070
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] 240
Number of elderly returns [4] 660
Adjust gross income (AGI) [5] $197,428,000
Number of returns with total income 2,260
Salaries and wages amount $199,381,000
Number of returns with salaries and wages 1,990
Salaries and wages amount $154,401
Number of returns with taxable interest 1,060
Taxable interest amount $824
Number of returns with ordinary dividends 500
Ordinary dividends amount $1,612,000
Number of returns with qualified dividends 470
Qualified dividends amount [6] $1,170
Number of returns with state and local income tax refunds 570
State and local income tax refunds amount $391
Number of returns with business or professional net income (less loss) 420
Business or professional net income (less loss) amount $3,561,000
Number of returns with net capital gain (less loss) 430
Net capital gain (less loss) amount $1,984,000
Number of returns with taxable individual retirement arrangements distributions 340
Taxable individual retirement arrangements distributions amount $6,651,000
Number of returns with taxable pensions and annuities 600
Taxable pensions and annuities amount $15,517,000
Number of farm returns 30
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $302,000
Number of returns with taxable Social Security benefits 510
Taxable Social Security benefits amount $10,957,000
Number of returns with partnership/S-corp net income (less loss) 190
Partnership/S-corp net income (less loss) amount $2,237,000
Number of returns with total statutory adjustments 740
Total statutory adjustments amount $1,953,000
Number of returns with educator expenses 100
Educator expenses amount $28,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $218,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $367,000
Number of returns with IRA payments 50
IRA payments amount $293,000
Number of returns with student loan interest deduction 350
Student loan interest deduction amount $379,000
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 1,160
Total itemized deductions amount $23,074,000
Amount of AGI for itemized returns $101,794,000
Number of returns with State and local income taxes 1,040
State and local income taxes amount $3,498,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $245,000
Number of returns with real estate taxes 1,040
Real estate taxes amount $2,534,000
Number of returns with taxes paid 1,160
Taxes paid amount $6,422,000
Number of returns with mortgage interest paid 970
Mortgage interest paid amount $6,165,000
Number of returns with contributions 970
Contributions amount $5,341,000
Number of returns with taxable income 2,260
Taxable income amount $136,934,000
Number of returns with income tax before credits 2,250
Income tax before credits amount $19,982,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,080
Total tax credits amount $1,919,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $103,000
Number of returns with nonrefundable education credit 250
Nonrefundable education credit amount $315,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 820
Child tax credit amount $1,403,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $14,000
Number of returns with self-employment tax 270
Self-employment tax amount $740,000
Number of returns with total tax payments 2,240
Total tax payments amount $23,011,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 30
Additional child tax credit amount $55,000
Number of returns with refundable education credit 180
Refundable education credit amount $167,000
Number of returns with income tax 2,230
Income tax amount [10] $18,063,000
Number of returns with tax liability 2,240
Total tax liability amount [11] $18,989,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 590
Tax due at time of filing amount [12] $1,596,000
Number of returns with overpayments refunded 1,630
Overpayments refunded amount [13] $5,482,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $82,000

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

Number of returns 4,110
Number of single returns 340
Number of joint returns 3,590
Number of head of household returns 140
Number of returns with paid preparer's signature 2,120
Number of exemptions 11,990
Number of dependents 4,300
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] 300
Number of elderly returns [4] 1,030
Adjust gross income (AGI) [5] $558,960,000
Number of returns with total income 4,110
Salaries and wages amount $563,839,000
Number of returns with salaries and wages 3,820
Salaries and wages amount $454,754
Number of returns with taxable interest 2,300
Taxable interest amount $2,329
Number of returns with ordinary dividends 1,310
Ordinary dividends amount $4,947,000
Number of returns with qualified dividends 1,230
Qualified dividends amount [6] $3,571
Number of returns with state and local income tax refunds 1,250
State and local income tax refunds amount $1,034
Number of returns with business or professional net income (less loss) 870
Business or professional net income (less loss) amount $8,652,000
Number of returns with net capital gain (less loss) 1,130
Net capital gain (less loss) amount $8,357,000
Number of returns with taxable individual retirement arrangements distributions 600
Taxable individual retirement arrangements distributions amount $16,675,000
Number of returns with taxable pensions and annuities 990
Taxable pensions and annuities amount $30,547,000
Number of farm returns 60
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $671,000
Number of returns with taxable Social Security benefits 680
Taxable Social Security benefits amount $16,130,000
Number of returns with partnership/S-corp net income (less loss) 490
Partnership/S-corp net income (less loss) amount $12,210,000
Number of returns with total statutory adjustments 1,580
Total statutory adjustments amount $4,879,000
Number of returns with educator expenses 240
Educator expenses amount $63,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 130
Self-employment health insurance deduction amount $1,116,000
Number of returns with IRA payments 110
IRA payments amount $657,000
Number of returns with student loan interest deduction 590
Student loan interest deduction amount $659,000
Number of returns with tuition and fees deduction 100
Tuition and fees deduction amount $183,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $146,000
Number of returns with itemized deductions 3,090
Total itemized deductions amount $76,039,000
Amount of AGI for itemized returns $432,500,000
Number of returns with State and local income taxes 2,970
State and local income taxes amount $16,678,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $280,000
Number of returns with real estate taxes 2,950
Real estate taxes amount $8,782,000
Number of returns with taxes paid 3,090
Taxes paid amount $26,200,000
Number of returns with mortgage interest paid 2,700
Mortgage interest paid amount $20,131,000
Number of returns with contributions 2,730
Contributions amount $17,446,000
Number of returns with taxable income 4,100
Taxable income amount $421,566,000
Number of returns with income tax before credits 4,100
Income tax before credits amount $72,190,000
Number of returns with alternative minimum tax 60
Alternative minimum tax amount $157,000
Number of returns with total tax credits 1,790
Total tax credits amount $2,621,000
Number of returns with foreign tax credit 340
Foreign tax credit amount $26,000
Number of returns with child and dependent care credit 360
Child and dependent care credit amount $209,000
Number of returns with nonrefundable education credit 450
Nonrefundable education credit amount $610,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 960
Child tax credit amount $1,344,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $38,000
Number of returns with self-employment tax 590
Self-employment tax amount $1,747,000
Number of returns with total tax payments 4,090
Total tax payments amount $76,434,000
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 410
Refundable education credit amount $375,000
Number of returns with income tax 4,090
Income tax amount [10] $69,569,000
Number of returns with tax liability 4,090
Total tax liability amount [11] $71,925,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,480
Tax due at time of filing amount [12] $6,332,000
Number of returns with overpayments refunded 2,550
Overpayments refunded amount [13] $10,198,000
Number of returns with credit to next year’s estimated tax 110
Credited to next year’s estimated tax amount $548,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,210
Number of single returns 60
Number of joint returns 1,120
Number of head of household returns 30
Number of returns with paid preparer's signature 780
Number of exemptions 3,810
Number of dependents 1,490
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] 280
Adjust gross income (AGI) [5] $467,614,000
Number of returns with total income 1,210
Salaries and wages amount $472,925,000
Number of returns with salaries and wages 1,140
Salaries and wages amount $280,942
Number of returns with taxable interest 910
Taxable interest amount $3,670
Number of returns with ordinary dividends 660
Ordinary dividends amount $7,595,000
Number of returns with qualified dividends 620
Qualified dividends amount [6] $6,243
Number of returns with state and local income tax refunds 470
State and local income tax refunds amount $1,871
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $5,230,000
Number of returns with net capital gain (less loss) 640
Net capital gain (less loss) amount $58,649,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $8,438,000
Number of returns with taxable pensions and annuities 230
Taxable pensions and annuities amount $10,282,000
Number of farm returns 30
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 130
Taxable Social Security benefits amount $3,356,000
Number of returns with partnership/S-corp net income (less loss) 420
Partnership/S-corp net income (less loss) amount $69,938,000
Number of returns with total statutory adjustments 420
Total statutory adjustments amount $5,311,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $576,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $1,377,000
Number of returns with IRA payments 20
IRA payments amount $206,000
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 60
Domestic production activities deduction amount $1,678,000
Number of returns with itemized deductions 1,140
Total itemized deductions amount $67,382,000
Amount of AGI for itemized returns $444,009,000
Number of returns with State and local income taxes 1,110
State and local income taxes amount $18,039,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $140,000
Number of returns with real estate taxes 1,090
Real estate taxes amount $5,465,000
Number of returns with taxes paid 1,140
Taxes paid amount $23,904,000
Number of returns with mortgage interest paid 940
Mortgage interest paid amount $10,353,000
Number of returns with contributions 1,070
Contributions amount $20,339,000
Number of returns with taxable income 1,200
Taxable income amount $387,874,000
Number of returns with income tax before credits 1,200
Income tax before credits amount $96,794,000
Number of returns with alternative minimum tax 510
Alternative minimum tax amount $2,188,000
Number of returns with total tax credits 400
Total tax credits amount $934,000
Number of returns with foreign tax credit 240
Foreign tax credit amount $195,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $54,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 220
Self-employment tax amount $1,212,000
Number of returns with total tax payments 1,200
Total tax payments amount $97,328,000
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 1,200
Income tax amount [10] $95,860,000
Number of returns with tax liability 1,200
Total tax liability amount [11] $99,399,000
Number of returns with net investment income tax 570
Net investment income tax $1,164,000
Number of returns with tax due at time of filing 600
Tax due at time of filing amount [12] $13,653,000
Number of returns with overpayments refunded 530
Overpayments refunded amount [13] $8,127,000
Number of returns with credit to next year’s estimated tax 110
Credited to next year’s estimated tax amount $3,346,000

[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.