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ZIP Code Database - Facts & Stats

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ZIP Code 75069 Income Tax Stats

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

ZIP Code 75069 Data

Zip Code:75069
City:Mckinney
State:TX [Texas]
Counties: COLLIN, TX
City Alias(es):Mckinney
Area Code:469 / 214 / 972
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


75069 Income Tax Overview

Total Number of Tax Returns for ZIP Code 75069 [1] 17,020
Total Number of Single Tax Returns for ZIP Code 75069 5,310
Total Number of Joint Tax Returns for ZIP Code 75069 6,400
Total Number of Dependents for ZIP Code 75069 12,520
Total Adjusted Gross Income for ZIP Code 75069 $1,545,409,000
Average Income per Person for ZIP Code 75069 $45,309
Average Income per Household for ZIP Code 75069 $90,800

The following tables break down the 2017 Income Tax Statistics into different Gross Income levels.


Adjusted Gross Income: 1 under $25,000

Number of returns 6,040
Number of single returns 3,950
Number of joint returns 720
Number of head of household returns 1,310
Number of returns with paid preparer's signature 2,690
Number of exemptions 9,130
Number of dependents 3,410
Total number of volunteer prepared returns [5] 190
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
Number of tax counseling for the elderly (TCE) prepared returns [3] 170
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 1,280
Number of elderly returns [4] 1,070
Adjust gross income (AGI) [5] $78,180,000
Number of returns with total income 6,040
Salaries and wages amount $79,499,000
Number of returns with salaries and wages 4,780
Salaries and wages amount $62,280
Number of returns with taxable interest 580
Taxable interest amount $365
Number of returns with ordinary dividends 420
Ordinary dividends amount $944,000
Number of returns with qualified dividends 370
Qualified dividends amount [6] $557
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 1,280
Business or professional net income (less loss) amount $8,270,000
Number of returns with net capital gain (less loss) 380
Net capital gain (less loss) amount $346,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $2,203,000
Number of returns with taxable pensions and annuities 550
Taxable pensions and annuities amount $4,050,000
Number of farm returns 20
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $455,000
Number of returns with taxable Social Security benefits 240
Taxable Social Security benefits amount $590,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $86,000
Number of returns with total statutory adjustments 1,220
Total statutory adjustments amount $1,319,000
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 $261,000
Number of returns with IRA payments 20
IRA payments amount $87,000
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $102,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $95,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 350
Total itemized deductions amount $6,639,000
Amount of AGI for itemized returns $5,334,000
Number of returns with State and local income taxes 0
State and local income taxes amount $0
Number of returns with State and local general sales tax 280
State and local general sales tax amount $226,000
Number of returns with real estate taxes 210
Real estate taxes amount $1,175,000
Number of returns with taxes paid 330
Taxes paid amount $1,463,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $965,000
Number of returns with contributions 220
Contributions amount $532,000
Number of returns with taxable income 2,570
Taxable income amount $15,143,000
Number of returns with income tax before credits 2,550
Income tax before credits amount $1,608,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 720
Total tax credits amount $236,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $15,000
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $111,000
Number of returns with retirement savings contribution credit 210
Retirement savings contribution credit amount $31,000
Number of returns with child tax credit 250
Child tax credit amount $76,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,020
Self-employment tax amount $1,415,000
Number of returns with total tax payments 5,400
Total tax payments amount $13,327,000
Number of returns with earned income credit 1,940
Earned income credit amount [8] $5,595,000
Number of returns with excess earned income credit 1,730
Excess earned income credit (refundable) amount [9] $4,832,000
Number of returns with additional child tax credit 1,500
Additional child tax credit amount $2,068,000
Number of returns with refundable education credit 310
Refundable education credit amount $236,000
Number of returns with income tax 2,090
Income tax amount [10] $1,372,000
Number of returns with tax liability 3,010
Total tax liability amount [11] $2,944,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 680
Tax due at time of filing amount [12] $641,000
Number of returns with overpayments refunded 4,980
Overpayments refunded amount [13] $10,835,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $39,000

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

Number of returns 4,250
Number of single returns 2,020
Number of joint returns 1,120
Number of head of household returns 1,030
Number of returns with paid preparer's signature 1,930
Number of exemptions 9,140
Number of dependents 3,790
Total number of volunteer prepared returns [5] 100
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 100
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 1,010
Number of elderly returns [4] 760
Adjust gross income (AGI) [5] $152,754,000
Number of returns with total income 4,250
Salaries and wages amount $154,247,000
Number of returns with salaries and wages 3,700
Salaries and wages amount $128,911
Number of returns with taxable interest 490
Taxable interest amount $464
Number of returns with ordinary dividends 340
Ordinary dividends amount $1,287,000
Number of returns with qualified dividends 320
Qualified dividends amount [6] $788
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 670
Business or professional net income (less loss) amount $5,633,000
Number of returns with net capital gain (less loss) 310
Net capital gain (less loss) amount $1,105,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $3,846,000
Number of returns with taxable pensions and annuities 540
Taxable pensions and annuities amount $8,143,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $484,000
Number of returns with taxable Social Security benefits 520
Taxable Social Security benefits amount $3,638,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $951,000
Number of returns with total statutory adjustments 820
Total statutory adjustments amount $1,493,000
Number of returns with educator expenses 80
Educator expenses amount $20,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $242,000
Number of returns with IRA payments 30
IRA payments amount $107,000
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $294,000
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 680
Total itemized deductions amount $12,773,000
Amount of AGI for itemized returns $25,868,000
Number of returns with State and local income taxes 30
State and local income taxes amount $47,000
Number of returns with State and local general sales tax 540
State and local general sales tax amount $582,000
Number of returns with real estate taxes 390
Real estate taxes amount $2,124,000
Number of returns with taxes paid 630
Taxes paid amount $2,927,000
Number of returns with mortgage interest paid 310
Mortgage interest paid amount $1,842,000
Number of returns with contributions 480
Contributions amount $1,555,000
Number of returns with taxable income 3,990
Taxable income amount $73,083,000
Number of returns with income tax before credits 3,960
Income tax before credits amount $8,952,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,760
Total tax credits amount $1,461,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $89,000
Number of returns with nonrefundable education credit 290
Nonrefundable education credit amount $264,000
Number of returns with retirement savings contribution credit 500
Retirement savings contribution credit amount $97,000
Number of returns with child tax credit 1,140
Child tax credit amount $985,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 430
Self-employment tax amount $1,149,000
Number of returns with total tax payments 4,120
Total tax payments amount $17,477,000
Number of returns with earned income credit 960
Earned income credit amount [8] $2,095,000
Number of returns with excess earned income credit 770
Excess earned income credit (refundable) amount [9] $1,673,000
Number of returns with additional child tax credit 1,000
Additional child tax credit amount $1,644,000
Number of returns with refundable education credit 220
Refundable education credit amount $169,000
Number of returns with income tax 3,080
Income tax amount [10] $7,491,000
Number of returns with tax liability 3,380
Total tax liability amount [11] $8,953,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 680
Tax due at time of filing amount [12] $1,230,000
Number of returns with overpayments refunded 3,500
Overpayments refunded amount [13] $9,476,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $201,000

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

Number of returns 2,080
Number of single returns 830
Number of joint returns 920
Number of head of household returns 260
Number of returns with paid preparer's signature 950
Number of exemptions 4,530
Number of dependents 1,530
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 330
Number of elderly returns [4] 590
Adjust gross income (AGI) [5] $126,538,000
Number of returns with total income 2,080
Salaries and wages amount $127,980,000
Number of returns with salaries and wages 1,710
Salaries and wages amount $95,381
Number of returns with taxable interest 520
Taxable interest amount $599
Number of returns with ordinary dividends 360
Ordinary dividends amount $1,690,000
Number of returns with qualified dividends 320
Qualified dividends amount [6] $1,115
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $33
Number of returns with business or professional net income (less loss) 340
Business or professional net income (less loss) amount $3,759,000
Number of returns with net capital gain (less loss) 340
Net capital gain (less loss) amount $1,386,000
Number of returns with taxable individual retirement arrangements distributions 330
Taxable individual retirement arrangements distributions amount $5,769,000
Number of returns with taxable pensions and annuities 490
Taxable pensions and annuities amount $10,519,000
Number of farm returns 30
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $280,000
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $7,453,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $661,000
Number of returns with total statutory adjustments 540
Total statutory adjustments amount $1,442,000
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 60
Self-employment health insurance deduction amount $291,000
Number of returns with IRA payments 40
IRA payments amount $214,000
Number of returns with student loan interest deduction 210
Student loan interest deduction amount $222,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $43,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 710
Total itemized deductions amount $15,426,000
Amount of AGI for itemized returns $44,148,000
Number of returns with State and local income taxes 20
State and local income taxes amount $54,000
Number of returns with State and local general sales tax 580
State and local general sales tax amount $819,000
Number of returns with real estate taxes 550
Real estate taxes amount $2,974,000
Number of returns with taxes paid 690
Taxes paid amount $3,937,000
Number of returns with mortgage interest paid 440
Mortgage interest paid amount $2,606,000
Number of returns with contributions 560
Contributions amount $2,427,000
Number of returns with taxable income 2,050
Taxable income amount $80,078,000
Number of returns with income tax before credits 2,040
Income tax before credits amount $11,236,000
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 $1,127,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $55,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $142,000
Number of returns with retirement savings contribution credit 150
Retirement savings contribution credit amount $23,000
Number of returns with child tax credit 550
Child tax credit amount $843,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $45,000
Number of returns with self-employment tax 240
Self-employment tax amount $638,000
Number of returns with total tax payments 2,020
Total tax payments amount $14,066,000
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 110
Additional child tax credit amount $148,000
Number of returns with refundable education credit 90
Refundable education credit amount $75,000
Number of returns with income tax 1,940
Income tax amount [10] $10,109,000
Number of returns with tax liability 1,980
Total tax liability amount [11] $10,957,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 540
Tax due at time of filing amount [12] $1,266,000
Number of returns with overpayments refunded 1,490
Overpayments refunded amount [13] $4,153,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $177,000

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

Number of returns 1,170
Number of single returns 330
Number of joint returns 740
Number of head of household returns 80
Number of returns with paid preparer's signature 540
Number of exemptions 2,600
Number of dependents 700
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] 120
Number of elderly returns [4] 460
Adjust gross income (AGI) [5] $101,053,000
Number of returns with total income 1,170
Salaries and wages amount $102,110,000
Number of returns with salaries and wages 890
Salaries and wages amount $66,241
Number of returns with taxable interest 470
Taxable interest amount $497
Number of returns with ordinary dividends 350
Ordinary dividends amount $1,743,000
Number of returns with qualified dividends 320
Qualified dividends amount [6] $1,043
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 240
Business or professional net income (less loss) amount $3,151,000
Number of returns with net capital gain (less loss) 340
Net capital gain (less loss) amount $2,651,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $7,325,000
Number of returns with taxable pensions and annuities 350
Taxable pensions and annuities amount $10,128,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $163,000
Number of returns with taxable Social Security benefits 380
Taxable Social Security benefits amount $8,585,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $1,468,000
Number of returns with total statutory adjustments 330
Total statutory adjustments amount $1,057,000
Number of returns with educator expenses 40
Educator expenses amount $12,000
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 $260,000
Number of returns with IRA payments 30
IRA payments amount $123,000
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $124,000
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 600
Total itemized deductions amount $13,512,000
Amount of AGI for itemized returns $51,890,000
Number of returns with State and local income taxes 30
State and local income taxes amount $136,000
Number of returns with State and local general sales tax 500
State and local general sales tax amount $897,000
Number of returns with real estate taxes 520
Real estate taxes amount $3,173,000
Number of returns with taxes paid 590
Taxes paid amount $4,299,000
Number of returns with mortgage interest paid 420
Mortgage interest paid amount $2,869,000
Number of returns with contributions 500
Contributions amount $2,391,000
Number of returns with taxable income 1,160
Taxable income amount $70,583,000
Number of returns with income tax before credits 1,160
Income tax before credits amount $10,511,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 450
Total tax credits amount $595,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $15,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $31,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $82,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 270
Child tax credit amount $402,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $22,000
Number of returns with self-employment tax 170
Self-employment tax amount $581,000
Number of returns with total tax payments 1,140
Total tax payments amount $11,960,000
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 $24,000
Number of returns with refundable education credit 60
Refundable education credit amount $45,000
Number of returns with income tax 1,140
Income tax amount [10] $9,916,000
Number of returns with tax liability 1,150
Total tax liability amount [11] $10,656,000
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] $1,247,000
Number of returns with overpayments refunded 750
Overpayments refunded amount [13] $2,382,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $137,000

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

Number of returns 2,160
Number of single returns 360
Number of joint returns 1,710
Number of head of household returns 70
Number of returns with paid preparer's signature 1,100
Number of exemptions 5,300
Number of dependents 1,450
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] 120
Number of elderly returns [4] 920
Adjust gross income (AGI) [5] $297,442,000
Number of returns with total income 2,160
Salaries and wages amount $301,179,000
Number of returns with salaries and wages 1,660
Salaries and wages amount $190,231
Number of returns with taxable interest 1,150
Taxable interest amount $2,526
Number of returns with ordinary dividends 920
Ordinary dividends amount $6,760,000
Number of returns with qualified dividends 850
Qualified dividends amount [6] $4,950
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $46
Number of returns with business or professional net income (less loss) 510
Business or professional net income (less loss) amount $9,658,000
Number of returns with net capital gain (less loss) 870
Net capital gain (less loss) amount $10,462,000
Number of returns with taxable individual retirement arrangements distributions 610
Taxable individual retirement arrangements distributions amount $21,791,000
Number of returns with taxable pensions and annuities 760
Taxable pensions and annuities amount $31,804,000
Number of farm returns 40
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $409,000
Number of returns with taxable Social Security benefits 700
Taxable Social Security benefits amount $18,534,000
Number of returns with partnership/S-corp net income (less loss) 310
Partnership/S-corp net income (less loss) amount $6,487,000
Number of returns with total statutory adjustments 730
Total statutory adjustments amount $3,737,000
Number of returns with educator expenses 90
Educator expenses amount $24,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $800,000
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $956,000
Number of returns with IRA payments 80
IRA payments amount $480,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $191,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $52,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,470
Total itemized deductions amount $39,717,000
Amount of AGI for itemized returns $207,573,000
Number of returns with State and local income taxes 70
State and local income taxes amount $399,000
Number of returns with State and local general sales tax 1,270
State and local general sales tax amount $2,941,000
Number of returns with real estate taxes 1,400
Real estate taxes amount $11,205,000
Number of returns with taxes paid 1,460
Taxes paid amount $14,788,000
Number of returns with mortgage interest paid 1,170
Mortgage interest paid amount $10,135,000
Number of returns with contributions 1,270
Contributions amount $7,294,000
Number of returns with taxable income 2,150
Taxable income amount $228,026,000
Number of returns with income tax before credits 2,150
Income tax before credits amount $39,952,000
Number of returns with alternative minimum tax 70
Alternative minimum tax amount $217,000
Number of returns with total tax credits 820
Total tax credits amount $955,000
Number of returns with foreign tax credit 330
Foreign tax credit amount $152,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $88,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $179,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 290
Child tax credit amount $391,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $46,000
Number of returns with self-employment tax 370
Self-employment tax amount $1,805,000
Number of returns with total tax payments 2,120
Total tax payments amount $42,903,000
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 120
Refundable education credit amount $107,000
Number of returns with income tax 2,140
Income tax amount [10] $38,997,000
Number of returns with tax liability 2,140
Total tax liability amount [11] $41,082,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 860
Tax due at time of filing amount [12] $4,878,000
Number of returns with overpayments refunded 1,190
Overpayments refunded amount [13] $5,799,000
Number of returns with credit to next year’s estimated tax 120
Credited to next year’s estimated tax amount $776,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,320
Number of single returns 100
Number of joint returns 1,190
Number of head of household returns 30
Number of returns with paid preparer's signature 890
Number of exemptions 4,160
Number of dependents 1,640
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] 380
Adjust gross income (AGI) [5] $789,442,000
Number of returns with total income 1,320
Salaries and wages amount $802,366,000
Number of returns with salaries and wages 1,150
Salaries and wages amount $386,601
Number of returns with taxable interest 1,040
Taxable interest amount $4,680
Number of returns with ordinary dividends 890
Ordinary dividends amount $20,672,000
Number of returns with qualified dividends 850
Qualified dividends amount [6] $15,649
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $328
Number of returns with business or professional net income (less loss) 350
Business or professional net income (less loss) amount $31,767,000
Number of returns with net capital gain (less loss) 930
Net capital gain (less loss) amount $148,588,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $14,002,000
Number of returns with taxable pensions and annuities 270
Taxable pensions and annuities amount $12,044,000
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 230
Taxable Social Security benefits amount $6,593,000
Number of returns with partnership/S-corp net income (less loss) 510
Partnership/S-corp net income (less loss) amount $153,426,000
Number of returns with total statutory adjustments 490
Total statutory adjustments amount $12,924,000
Number of returns with educator expenses 30
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 90
Self-employment retirement plans amount $3,803,000
Number of returns with self-employment health insurance deduction 160
Self-employment health insurance deduction amount $2,400,000
Number of returns with IRA payments 30
IRA payments amount $302,000
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 50
Domestic production activities deduction amount $2,981,000
Number of returns with itemized deductions 1,170
Total itemized deductions amount $70,172,000
Amount of AGI for itemized returns $675,872,000
Number of returns with State and local income taxes 110
State and local income taxes amount $3,256,000
Number of returns with State and local general sales tax 1,030
State and local general sales tax amount $4,016,000
Number of returns with real estate taxes 1,150
Real estate taxes amount $18,306,000
Number of returns with taxes paid 1,170
Taxes paid amount $25,712,000
Number of returns with mortgage interest paid 950
Mortgage interest paid amount $14,710,000
Number of returns with contributions 1,080
Contributions amount $24,264,000
Number of returns with taxable income 1,320
Taxable income amount $708,137,000
Number of returns with income tax before credits 1,320
Income tax before credits amount $196,827,000
Number of returns with alternative minimum tax 560
Alternative minimum tax amount $2,494,000
Number of returns with total tax credits 540
Total tax credits amount $1,988,000
Number of returns with foreign tax credit 420
Foreign tax credit amount $1,019,000
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 30
Residential energy tax credit amount $76,000
Number of returns with self-employment tax 320
Self-employment tax amount $4,159,000
Number of returns with total tax payments 1,310
Total tax payments amount $196,352,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 1,320
Income tax amount [10] $194,840,000
Number of returns with tax liability 1,320
Total tax liability amount [11] $204,895,000
Number of returns with net investment income tax 810
Net investment income tax $3,688,000
Number of returns with tax due at time of filing 690
Tax due at time of filing amount [12] $23,728,000
Number of returns with overpayments refunded 450
Overpayments refunded amount [13] $5,792,000
Number of returns with credit to next year’s estimated tax 190
Credited to next year’s estimated tax amount $9,058,000

[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.