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ZIP Code Database - Facts & Stats

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ZIP Code 75218 Income Tax Stats

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

ZIP Code 75218 Data

Zip Code:75218
City:Dallas
State:TX [Texas]
Counties: DALLAS, TX
City Alias(es):Dallas
Area Code:214 / 972
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





75218 Income Tax Overview

Total Number of Tax Returns for ZIP Code 75218 [1] 11,750
Total Number of Single Tax Returns for ZIP Code 75218 3,410
Total Number of Joint Tax Returns for ZIP Code 75218 4,310
Total Number of Dependents for ZIP Code 75218 5,770
Total Adjusted Gross Income for ZIP Code 75218 $1,213,160,000
Average Income per Person for ZIP Code 75218 $55,996
Average Income per Household for ZIP Code 75218 $103,248

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 2,990
Number of single returns 2,190
Number of joint returns 340
Number of head of household returns 430
Number of returns with paid preparer's signature 1,470
Number of exemptions 3,950
Number of dependents 1,090
Total number of volunteer prepared returns [5] 100
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
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] 480
Number of elderly returns [4] 740
Adjust gross income (AGI) [5] $37,029,000
Number of returns with total income 2,990
Salaries and wages amount $38,112,000
Number of returns with salaries and wages 2,040
Salaries and wages amount $25,647
Number of returns with taxable interest 440
Taxable interest amount $314
Number of returns with ordinary dividends 410
Ordinary dividends amount $1,040,000
Number of returns with qualified dividends 380
Qualified dividends amount [6] $712
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) 840
Business or professional net income (less loss) amount $5,623,000
Number of returns with net capital gain (less loss) 340
Net capital gain (less loss) amount $442,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $1,650,000
Number of returns with taxable pensions and annuities 340
Taxable pensions and annuities amount $2,661,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $264,000
Number of returns with taxable Social Security benefits 160
Taxable Social Security benefits amount $272,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount ($52,000)
Number of returns with total statutory adjustments 800
Total statutory adjustments amount $1,083,000
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 80
Self-employment health insurance deduction amount $299,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 90
Student loan interest deduction amount $67,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $104,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 260
Total itemized deductions amount $4,381,000
Amount of AGI for itemized returns $3,718,000
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 210
State and local general sales tax amount $169,000
Number of returns with real estate taxes 170
Real estate taxes amount $891,000
Number of returns with taxes paid 240
Taxes paid amount $1,074,000
Number of returns with mortgage interest paid 100
Mortgage interest paid amount $576,000
Number of returns with contributions 160
Contributions amount $341,000
Number of returns with taxable income 1,290
Taxable income amount $7,888,000
Number of returns with income tax before credits 1,260
Income tax before credits amount $837,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 360
Total tax credits amount $107,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $8,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $51,000
Number of returns with retirement savings contribution credit 120
Retirement savings contribution credit amount $19,000
Number of returns with child tax credit 90
Child tax credit amount $24,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $12,000
Number of returns with self-employment tax 680
Self-employment tax amount $976,000
Number of returns with total tax payments 2,550
Total tax payments amount $5,499,000
Number of returns with earned income credit 940
Earned income credit amount [8] $2,121,000
Number of returns with excess earned income credit 730
Excess earned income credit (refundable) amount [9] $1,746,000
Number of returns with additional child tax credit 510
Additional child tax credit amount $654,000
Number of returns with refundable education credit 160
Refundable education credit amount $123,000
Number of returns with income tax 1,070
Income tax amount [10] $729,000
Number of returns with tax liability 1,600
Total tax liability amount [11] $1,795,000
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] $583,000
Number of returns with overpayments refunded 2,180
Overpayments refunded amount [13] $4,203,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $66,000

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

Number of returns 2,430
Number of single returns 1,500
Number of joint returns 490
Number of head of household returns 370
Number of returns with paid preparer's signature 1,170
Number of exemptions 4,190
Number of dependents 1,290
Total number of volunteer prepared returns [5] 80
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
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] 440
Number of elderly returns [4] 570
Adjust gross income (AGI) [5] $89,270,000
Number of returns with total income 2,430
Salaries and wages amount $91,075,000
Number of returns with salaries and wages 2,010
Salaries and wages amount $69,848
Number of returns with taxable interest 400
Taxable interest amount $303
Number of returns with ordinary dividends 350
Ordinary dividends amount $1,341,000
Number of returns with qualified dividends 330
Qualified dividends amount [6] $899
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $13
Number of returns with business or professional net income (less loss) 520
Business or professional net income (less loss) amount $6,284,000
Number of returns with net capital gain (less loss) 310
Net capital gain (less loss) amount $1,096,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $3,093,000
Number of returns with taxable pensions and annuities 340
Taxable pensions and annuities amount $5,350,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $423,000
Number of returns with taxable Social Security benefits 360
Taxable Social Security benefits amount $2,527,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $556,000
Number of returns with total statutory adjustments 720
Total statutory adjustments amount $1,805,000
Number of returns with educator expenses 90
Educator expenses amount $21,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $349,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $514,000
Number of returns with IRA payments 50
IRA payments amount $198,000
Number of returns with student loan interest deduction 270
Student loan interest deduction amount $292,000
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 460
Total itemized deductions amount $8,221,000
Amount of AGI for itemized returns $17,480,000
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 380
State and local general sales tax amount $448,000
Number of returns with real estate taxes 330
Real estate taxes amount $1,812,000
Number of returns with taxes paid 440
Taxes paid amount $2,347,000
Number of returns with mortgage interest paid 230
Mortgage interest paid amount $1,295,000
Number of returns with contributions 330
Contributions amount $1,089,000
Number of returns with taxable income 2,330
Taxable income amount $48,655,000
Number of returns with income tax before credits 2,300
Income tax before credits amount $6,064,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 820
Total tax credits amount $597,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $44,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $121,000
Number of returns with retirement savings contribution credit 240
Retirement savings contribution credit amount $46,000
Number of returns with child tax credit 430
Child tax credit amount $365,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 380
Self-employment tax amount $1,115,000
Number of returns with total tax payments 2,310
Total tax payments amount $10,271,000
Number of returns with earned income credit 400
Earned income credit amount [8] $879,000
Number of returns with excess earned income credit 320
Excess earned income credit (refundable) amount [9] $689,000
Number of returns with additional child tax credit 370
Additional child tax credit amount $550,000
Number of returns with refundable education credit 90
Refundable education credit amount $76,000
Number of returns with income tax 1,970
Income tax amount [10] $5,467,000
Number of returns with tax liability 2,110
Total tax liability amount [11] $6,778,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 490
Tax due at time of filing amount [12] $1,095,000
Number of returns with overpayments refunded 1,890
Overpayments refunded amount [13] $4,430,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $126,000

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

Number of returns 1,800
Number of single returns 1,080
Number of joint returns 530
Number of head of household returns 150
Number of returns with paid preparer's signature 810
Number of exemptions 3,070
Number of dependents 750
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] 210
Number of elderly returns [4] 570
Adjust gross income (AGI) [5] $110,399,000
Number of returns with total income 1,800
Salaries and wages amount $112,510,000
Number of returns with salaries and wages 1,490
Salaries and wages amount $82,293
Number of returns with taxable interest 530
Taxable interest amount $747
Number of returns with ordinary dividends 440
Ordinary dividends amount $1,895,000
Number of returns with qualified dividends 410
Qualified dividends amount [6] $1,321
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) 390
Business or professional net income (less loss) amount $6,427,000
Number of returns with net capital gain (less loss) 400
Net capital gain (less loss) amount $1,730,000
Number of returns with taxable individual retirement arrangements distributions 250
Taxable individual retirement arrangements distributions amount $3,836,000
Number of returns with taxable pensions and annuities 360
Taxable pensions and annuities amount $9,076,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $234,000
Number of returns with taxable Social Security benefits 330
Taxable Social Security benefits amount $4,949,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $747,000
Number of returns with total statutory adjustments 620
Total statutory adjustments amount $2,111,000
Number of returns with educator expenses 90
Educator expenses amount $24,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $579,000
Number of returns with IRA payments 50
IRA payments amount $220,000
Number of returns with student loan interest deduction 250
Student loan interest deduction amount $284,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $51,000
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $59,000
Number of returns with itemized deductions 670
Total itemized deductions amount $12,656,000
Amount of AGI for itemized returns $41,898,000
Number of returns with State and local income taxes 50
State and local income taxes amount $100,000
Number of returns with State and local general sales tax 560
State and local general sales tax amount $717,000
Number of returns with real estate taxes 550
Real estate taxes amount $3,303,000
Number of returns with taxes paid 660
Taxes paid amount $4,109,000
Number of returns with mortgage interest paid 440
Mortgage interest paid amount $2,733,000
Number of returns with contributions 510
Contributions amount $1,732,000
Number of returns with taxable income 1,780
Taxable income amount $75,660,000
Number of returns with income tax before credits 1,770
Income tax before credits amount $11,086,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 530
Total tax credits amount $593,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $39,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $127,000
Number of returns with retirement savings contribution credit 80
Retirement savings contribution credit amount $13,000
Number of returns with child tax credit 260
Child tax credit amount $376,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $18,000
Number of returns with self-employment tax 290
Self-employment tax amount $1,114,000
Number of returns with total tax payments 1,760
Total tax payments amount $14,556,000
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 70
Additional child tax credit amount $90,000
Number of returns with refundable education credit 70
Refundable education credit amount $62,000
Number of returns with income tax 1,700
Income tax amount [10] $10,493,000
Number of returns with tax liability 1,730
Total tax liability amount [11] $11,745,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 460
Tax due at time of filing amount [12] $1,447,000
Number of returns with overpayments refunded 1,300
Overpayments refunded amount [13] $3,438,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $205,000

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

Number of returns 1,050
Number of single returns 530
Number of joint returns 430
Number of head of household returns 60
Number of returns with paid preparer's signature 500
Number of exemptions 1,860
Number of dependents 380
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] 90
Number of elderly returns [4] 370
Adjust gross income (AGI) [5] $90,580,000
Number of returns with total income 1,050
Salaries and wages amount $92,428,000
Number of returns with salaries and wages 860
Salaries and wages amount $64,465
Number of returns with taxable interest 450
Taxable interest amount $485
Number of returns with ordinary dividends 370
Ordinary dividends amount $2,095,000
Number of returns with qualified dividends 350
Qualified dividends amount [6] $1,425
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) 270
Business or professional net income (less loss) amount $5,951,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $1,656,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $3,906,000
Number of returns with taxable pensions and annuities 220
Taxable pensions and annuities amount $6,924,000
Number of farm returns 40
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $187,000
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $4,143,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $1,704,000
Number of returns with total statutory adjustments 370
Total statutory adjustments amount $1,848,000
Number of returns with educator expenses 40
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $302,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $591,000
Number of returns with IRA payments 30
IRA payments amount $147,000
Number of returns with student loan interest deduction 90
Student loan interest deduction amount $101,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 550
Total itemized deductions amount $10,996,000
Amount of AGI for itemized returns $47,144,000
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 460
State and local general sales tax amount $729,000
Number of returns with real estate taxes 490
Real estate taxes amount $3,216,000
Number of returns with taxes paid 540
Taxes paid amount $4,079,000
Number of returns with mortgage interest paid 400
Mortgage interest paid amount $2,685,000
Number of returns with contributions 450
Contributions amount $1,461,000
Number of returns with taxable income 1,040
Taxable income amount $67,162,000
Number of returns with income tax before credits 1,040
Income tax before credits amount $10,906,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 340
Total tax credits amount $396,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $20,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $29,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $63,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 170
Child tax credit amount $239,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 220
Self-employment tax amount $1,013,000
Number of returns with total tax payments 1,020
Total tax payments amount $12,511,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 30
Refundable education credit amount $29,000
Number of returns with income tax 1,030
Income tax amount [10] $10,510,000
Number of returns with tax liability 1,040
Total tax liability amount [11] $11,621,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 340
Tax due at time of filing amount [12] $1,337,000
Number of returns with overpayments refunded 660
Overpayments refunded amount [13] $2,033,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $181,000

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

Number of returns 2,170
Number of single returns 610
Number of joint returns 1,440
Number of head of household returns 80
Number of returns with paid preparer's signature 1,120
Number of exemptions 4,730
Number of dependents 1,120
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 140
Number of elderly returns [4] 650
Adjust gross income (AGI) [5] $305,540,000
Number of returns with total income 2,170
Salaries and wages amount $310,640,000
Number of returns with salaries and wages 1,910
Salaries and wages amount $227,957
Number of returns with taxable interest 1,130
Taxable interest amount $1,833
Number of returns with ordinary dividends 960
Ordinary dividends amount $6,639,000
Number of returns with qualified dividends 900
Qualified dividends amount [6] $4,829
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $23
Number of returns with business or professional net income (less loss) 630
Business or professional net income (less loss) amount $16,514,000
Number of returns with net capital gain (less loss) 870
Net capital gain (less loss) amount $9,480,000
Number of returns with taxable individual retirement arrangements distributions 390
Taxable individual retirement arrangements distributions amount $10,507,000
Number of returns with taxable pensions and annuities 450
Taxable pensions and annuities amount $16,407,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $361,000
Number of returns with taxable Social Security benefits 380
Taxable Social Security benefits amount $8,747,000
Number of returns with partnership/S-corp net income (less loss) 320
Partnership/S-corp net income (less loss) amount $8,678,000
Number of returns with total statutory adjustments 920
Total statutory adjustments amount $5,100,000
Number of returns with educator expenses 110
Educator expenses amount $32,000
Number of returns with self-employment retirement plans 70
Self-employment retirement plans amount $1,089,000
Number of returns with self-employment health insurance deduction 150
Self-employment health insurance deduction amount $1,190,000
Number of returns with IRA payments 80
IRA payments amount $426,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $240,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $78,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,480
Total itemized deductions amount $35,621,000
Amount of AGI for itemized returns $213,979,000
Number of returns with State and local income taxes 40
State and local income taxes amount $196,000
Number of returns with State and local general sales tax 1,290
State and local general sales tax amount $2,771,000
Number of returns with real estate taxes 1,400
Real estate taxes amount $10,922,000
Number of returns with taxes paid 1,480
Taxes paid amount $14,169,000
Number of returns with mortgage interest paid 1,200
Mortgage interest paid amount $10,118,000
Number of returns with contributions 1,230
Contributions amount $5,494,000
Number of returns with taxable income 2,170
Taxable income amount $243,379,000
Number of returns with income tax before credits 2,160
Income tax before credits amount $44,754,000
Number of returns with alternative minimum tax 60
Alternative minimum tax amount $97,000
Number of returns with total tax credits 810
Total tax credits amount $816,000
Number of returns with foreign tax credit 380
Foreign tax credit amount $172,000
Number of returns with child and dependent care credit 210
Child and dependent care credit amount $122,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $123,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 210
Child tax credit amount $252,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $27,000
Number of returns with self-employment tax 530
Self-employment tax amount $2,868,000
Number of returns with total tax payments 2,140
Total tax payments amount $48,350,000
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 $73,000
Number of returns with income tax 2,160
Income tax amount [10] $43,938,000
Number of returns with tax liability 2,160
Total tax liability amount [11] $47,074,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 870
Tax due at time of filing amount [12] $5,138,000
Number of returns with overpayments refunded 1,210
Overpayments refunded amount [13] $5,529,000
Number of returns with credit to next year’s estimated tax 120
Credited to next year’s estimated tax amount $805,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,310
Number of single returns 180
Number of joint returns 1,080
Number of head of household returns 40
Number of returns with paid preparer's signature 860
Number of exemptions 3,520
Number of dependents 1,140
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 30
Number of elderly returns [4] 320
Adjust gross income (AGI) [5] $580,342,000
Number of returns with total income 1,310
Salaries and wages amount $591,591,000
Number of returns with salaries and wages 1,170
Salaries and wages amount $359,691
Number of returns with taxable interest 940
Taxable interest amount $4,488
Number of returns with ordinary dividends 850
Ordinary dividends amount $13,952,000
Number of returns with qualified dividends 800
Qualified dividends amount [6] $10,186
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $217
Number of returns with business or professional net income (less loss) 400
Business or professional net income (less loss) amount $30,557,000
Number of returns with net capital gain (less loss) 850
Net capital gain (less loss) amount $50,021,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $7,512,000
Number of returns with taxable pensions and annuities 200
Taxable pensions and annuities amount $8,395,000
Number of farm returns 20
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $125,000
Number of returns with taxable Social Security benefits 140
Taxable Social Security benefits amount $3,916,000
Number of returns with partnership/S-corp net income (less loss) 490
Partnership/S-corp net income (less loss) amount $99,363,000
Number of returns with total statutory adjustments 540
Total statutory adjustments amount $11,249,000
Number of returns with educator expenses 20
Educator expenses amount $5,000
Number of returns with self-employment retirement plans 110
Self-employment retirement plans amount $4,378,000
Number of returns with self-employment health insurance deduction 180
Self-employment health insurance deduction amount $2,124,000
Number of returns with IRA payments 30
IRA payments amount $265,000
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 40
Domestic production activities deduction amount $1,045,000
Number of returns with itemized deductions 1,140
Total itemized deductions amount $46,285,000
Amount of AGI for itemized returns $487,674,000
Number of returns with State and local income taxes 90
State and local income taxes amount $1,585,000
Number of returns with State and local general sales tax 990
State and local general sales tax amount $3,369,000
Number of returns with real estate taxes 1,100
Real estate taxes amount $14,686,000
Number of returns with taxes paid 1,140
Taxes paid amount $20,914,000
Number of returns with mortgage interest paid 930
Mortgage interest paid amount $11,880,000
Number of returns with contributions 1,040
Contributions amount $12,855,000
Number of returns with taxable income 1,300
Taxable income amount $523,239,000
Number of returns with income tax before credits 1,300
Income tax before credits amount $145,569,000
Number of returns with alternative minimum tax 450
Alternative minimum tax amount $2,048,000
Number of returns with total tax credits 620
Total tax credits amount $1,394,000
Number of returns with foreign tax credit 440
Foreign tax credit amount $639,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $100,000
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 $26,000
Number of returns with self-employment tax 400
Self-employment tax amount $4,519,000
Number of returns with total tax payments 1,290
Total tax payments amount $151,741,000
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 1,300
Income tax amount [10] $144,175,000
Number of returns with tax liability 1,310
Total tax liability amount [11] $152,766,000
Number of returns with net investment income tax 780
Net investment income tax $2,113,000
Number of returns with tax due at time of filing 660
Tax due at time of filing amount [12] $14,868,000
Number of returns with overpayments refunded 480
Overpayments refunded amount [13] $5,235,000
Number of returns with credit to next year’s estimated tax 190
Credited to next year’s estimated tax amount $8,277,000

[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.