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ZIP Code Database - Facts & Stats

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ZIP Code 75901 Income Tax Stats

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

ZIP Code 75901 Data

Zip Code:75901
City:Lufkin
State:TX [Texas]
Counties: ANGELINA, TX
City Alias(es):Lufkin
Area Code:936
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


75901 Income Tax Overview

Total Number of Tax Returns for ZIP Code 75901 [1] 11,740
Total Number of Single Tax Returns for ZIP Code 75901 3,950
Total Number of Joint Tax Returns for ZIP Code 75901 4,160
Total Number of Dependents for ZIP Code 75901 8,890
Total Adjusted Gross Income for ZIP Code 75901 $599,215,000
Average Income per Person for ZIP Code 75901 $20,637
Average Income per Household for ZIP Code 75901 $51,040

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 5,260
Number of single returns 3,060
Number of joint returns 740
Number of head of household returns 1,400
Number of returns with paid preparer's signature 2,510
Number of exemptions 8,690
Number of dependents 3,370
Total number of volunteer prepared returns [5] 180
Number of volunteer income tax assistance (VITA) prepared returns [3] 100
Number of tax counseling for the elderly (TCE) prepared returns [3] 90
Number of volunteer prepared returns with Earned Income Credit 50
Number of refund anticipation check returns [3] 1,280
Number of elderly returns [4] 880
Adjust gross income (AGI) [5] $69,811,000
Number of returns with total income 5,260
Salaries and wages amount $70,734,000
Number of returns with salaries and wages 4,360
Salaries and wages amount $57,792
Number of returns with taxable interest 450
Taxable interest amount $190
Number of returns with ordinary dividends 210
Ordinary dividends amount $395,000
Number of returns with qualified dividends 200
Qualified dividends amount [6] $254
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) 790
Business or professional net income (less loss) amount $4,567,000
Number of returns with net capital gain (less loss) 180
Net capital gain (less loss) amount $329,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $1,172,000
Number of returns with taxable pensions and annuities 590
Taxable pensions and annuities amount $5,414,000
Number of farm returns 50
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $862,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $345,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount ($79,000)
Number of returns with total statutory adjustments 740
Total statutory adjustments amount $923,000
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 50
Self-employment health insurance deduction amount $236,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $52,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $61,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 170
Total itemized deductions amount $3,218,000
Amount of AGI for itemized returns $2,547,000
Number of returns with State and local income taxes 20
State and local income taxes amount $26,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $135,000
Number of returns with real estate taxes 100
Real estate taxes amount $289,000
Number of returns with taxes paid 160
Taxes paid amount $450,000
Number of returns with mortgage interest paid 60
Mortgage interest paid amount $273,000
Number of returns with contributions 110
Contributions amount $352,000
Number of returns with taxable income 2,180
Taxable income amount $11,904,000
Number of returns with income tax before credits 2,180
Income tax before credits amount $1,271,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 700
Total tax credits amount $207,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $9,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $71,000
Number of returns with retirement savings contribution credit 290
Retirement savings contribution credit amount $43,000
Number of returns with child tax credit 270
Child tax credit amount $80,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $7,000
Number of returns with self-employment tax 620
Self-employment tax amount $877,000
Number of returns with total tax payments 4,930
Total tax payments amount $14,086,000
Number of returns with earned income credit 2,370
Earned income credit amount [8] $7,026,000
Number of returns with excess earned income credit 2,190
Excess earned income credit (refundable) amount [9] $6,426,000
Number of returns with additional child tax credit 1,570
Additional child tax credit amount $2,006,000
Number of returns with refundable education credit 220
Refundable education credit amount $167,000
Number of returns with income tax 1,730
Income tax amount [10] $1,064,000
Number of returns with tax liability 2,360
Total tax liability amount [11] $2,037,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 380
Tax due at time of filing amount [12] $318,000
Number of returns with overpayments refunded 4,680
Overpayments refunded amount [13] $12,288,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $40,000

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

Number of returns 3,130
Number of single returns 1,220
Number of joint returns 1,020
Number of head of household returns 830
Number of returns with paid preparer's signature 1,580
Number of exemptions 6,960
Number of dependents 2,820
Total number of volunteer prepared returns [5] 90
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
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] 780
Number of elderly returns [4] 670
Adjust gross income (AGI) [5] $112,339,000
Number of returns with total income 3,130
Salaries and wages amount $113,284,000
Number of returns with salaries and wages 2,730
Salaries and wages amount $92,679
Number of returns with taxable interest 470
Taxable interest amount $515
Number of returns with ordinary dividends 160
Ordinary dividends amount $542,000
Number of returns with qualified dividends 150
Qualified dividends amount [6] $352
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $17
Number of returns with business or professional net income (less loss) 380
Business or professional net income (less loss) amount $3,329,000
Number of returns with net capital gain (less loss) 160
Net capital gain (less loss) amount $819,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $1,816,000
Number of returns with taxable pensions and annuities 580
Taxable pensions and annuities amount $9,747,000
Number of farm returns 60
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $1,117,000
Number of returns with taxable Social Security benefits 510
Taxable Social Security benefits amount $3,154,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $60,000
Number of returns with total statutory adjustments 530
Total statutory adjustments amount $945,000
Number of returns with educator expenses 100
Educator expenses amount $23,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $223,000
Number of returns with IRA payments 50
IRA payments amount $170,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $140,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $41,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 350
Total itemized deductions amount $6,969,000
Amount of AGI for itemized returns $13,308,000
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 270
State and local general sales tax amount $361,000
Number of returns with real estate taxes 190
Real estate taxes amount $704,000
Number of returns with taxes paid 330
Taxes paid amount $1,167,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $708,000
Number of returns with contributions 210
Contributions amount $878,000
Number of returns with taxable income 2,970
Taxable income amount $51,864,000
Number of returns with income tax before credits 2,960
Income tax before credits amount $6,231,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,410
Total tax credits amount $1,158,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $59,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $146,000
Number of returns with retirement savings contribution credit 510
Retirement savings contribution credit amount $88,000
Number of returns with child tax credit 960
Child tax credit amount $854,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 260
Self-employment tax amount $651,000
Number of returns with total tax payments 3,090
Total tax payments amount $14,227,000
Number of returns with earned income credit 1,060
Earned income credit amount [8] $2,414,000
Number of returns with excess earned income credit 870
Excess earned income credit (refundable) amount [9] $2,067,000
Number of returns with additional child tax credit 800
Additional child tax credit amount $1,196,000
Number of returns with refundable education credit 120
Refundable education credit amount $101,000
Number of returns with income tax 2,240
Income tax amount [10] $5,074,000
Number of returns with tax liability 2,410
Total tax liability amount [11] $5,920,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 390
Tax due at time of filing amount [12] $642,000
Number of returns with overpayments refunded 2,710
Overpayments refunded amount [13] $8,796,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $113,000

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

Number of returns 1,440
Number of single returns 400
Number of joint returns 830
Number of head of household returns 180
Number of returns with paid preparer's signature 720
Number of exemptions 3,450
Number of dependents 1,180
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 310
Number of elderly returns [4] 430
Adjust gross income (AGI) [5] $87,873,000
Number of returns with total income 1,440
Salaries and wages amount $88,627,000
Number of returns with salaries and wages 1,250
Salaries and wages amount $69,503
Number of returns with taxable interest 370
Taxable interest amount $360
Number of returns with ordinary dividends 180
Ordinary dividends amount $796,000
Number of returns with qualified dividends 170
Qualified dividends amount [6] $561
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) 210
Business or professional net income (less loss) amount $1,704,000
Number of returns with net capital gain (less loss) 150
Net capital gain (less loss) amount $816,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $2,225,000
Number of returns with taxable pensions and annuities 370
Taxable pensions and annuities amount $8,569,000
Number of farm returns 60
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $376,000
Number of returns with taxable Social Security benefits 320
Taxable Social Security benefits amount $4,479,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $241,000
Number of returns with total statutory adjustments 330
Total statutory adjustments amount $754,000
Number of returns with educator expenses 50
Educator expenses amount $13,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $173,000
Number of returns with IRA payments 30
IRA payments amount $175,000
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $145,000
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 380
Total itemized deductions amount $7,818,000
Amount of AGI for itemized returns $23,474,000
Number of returns with State and local income taxes 20
State and local income taxes amount $53,000
Number of returns with State and local general sales tax 310
State and local general sales tax amount $440,000
Number of returns with real estate taxes 260
Real estate taxes amount $802,000
Number of returns with taxes paid 370
Taxes paid amount $1,323,000
Number of returns with mortgage interest paid 190
Mortgage interest paid amount $969,000
Number of returns with contributions 270
Contributions amount $1,341,000
Number of returns with taxable income 1,430
Taxable income amount $54,482,000
Number of returns with income tax before credits 1,430
Income tax before credits amount $7,386,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 640
Total tax credits amount $932,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $53,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $89,000
Number of returns with retirement savings contribution credit 140
Retirement savings contribution credit amount $21,000
Number of returns with child tax credit 470
Child tax credit amount $754,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 150
Self-employment tax amount $380,000
Number of returns with total tax payments 1,420
Total tax payments amount $9,905,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 100
Additional child tax credit amount $140,000
Number of returns with refundable education credit 60
Refundable education credit amount $45,000
Number of returns with income tax 1,320
Income tax amount [10] $6,454,000
Number of returns with tax liability 1,350
Total tax liability amount [11] $6,986,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 300
Tax due at time of filing amount [12] $647,000
Number of returns with overpayments refunded 1,110
Overpayments refunded amount [13] $3,442,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $99,000

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

Number of returns 780
Number of single returns 130
Number of joint returns 590
Number of head of household returns 60
Number of returns with paid preparer's signature 410
Number of exemptions 2,000
Number of dependents 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] 110
Number of elderly returns [4] 230
Adjust gross income (AGI) [5] $66,959,000
Number of returns with total income 780
Salaries and wages amount $67,714,000
Number of returns with salaries and wages 680
Salaries and wages amount $50,879
Number of returns with taxable interest 310
Taxable interest amount $394
Number of returns with ordinary dividends 140
Ordinary dividends amount $795,000
Number of returns with qualified dividends 130
Qualified dividends amount [6] $575
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) 150
Business or professional net income (less loss) amount $1,658,000
Number of returns with net capital gain (less loss) 130
Net capital gain (less loss) amount $984,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $2,042,000
Number of returns with taxable pensions and annuities 240
Taxable pensions and annuities amount $6,216,000
Number of farm returns 40
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $156,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $3,710,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $669,000
Number of returns with total statutory adjustments 250
Total statutory adjustments amount $755,000
Number of returns with educator expenses 70
Educator expenses amount $19,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $199,000
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 $92,000
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 270
Total itemized deductions amount $5,918,000
Amount of AGI for itemized returns $23,083,000
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 230
State and local general sales tax amount $426,000
Number of returns with real estate taxes 220
Real estate taxes amount $764,000
Number of returns with taxes paid 260
Taxes paid amount $1,260,000
Number of returns with mortgage interest paid 170
Mortgage interest paid amount $929,000
Number of returns with contributions 210
Contributions amount $1,494,000
Number of returns with taxable income 780
Taxable income amount $46,882,000
Number of returns with income tax before credits 780
Income tax before credits amount $6,714,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 350
Total tax credits amount $582,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $40,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $90,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 260
Child tax credit amount $438,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 110
Self-employment tax amount $328,000
Number of returns with total tax payments 770
Total tax payments amount $8,067,000
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 60
Refundable education credit amount $46,000
Number of returns with income tax 770
Income tax amount [10] $6,131,000
Number of returns with tax liability 770
Total tax liability amount [11] $6,585,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 200
Tax due at time of filing amount [12] $596,000
Number of returns with overpayments refunded 550
Overpayments refunded amount [13] $1,992,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $75,000

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

Number of returns 840
Number of single returns 80
Number of joint returns 730
Number of head of household returns 40
Number of returns with paid preparer's signature 490
Number of exemptions 2,210
Number of dependents 650
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] 300
Adjust gross income (AGI) [5] $110,345,000
Number of returns with total income 840
Salaries and wages amount $111,682,000
Number of returns with salaries and wages 720
Salaries and wages amount $76,820
Number of returns with taxable interest 450
Taxable interest amount $1,152
Number of returns with ordinary dividends 250
Ordinary dividends amount $1,975,000
Number of returns with qualified dividends 240
Qualified dividends amount [6] $1,417
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $56
Number of returns with business or professional net income (less loss) 200
Business or professional net income (less loss) amount $2,951,000
Number of returns with net capital gain (less loss) 230
Net capital gain (less loss) amount $3,230,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $4,827,000
Number of returns with taxable pensions and annuities 300
Taxable pensions and annuities amount $10,653,000
Number of farm returns 70
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $213,000
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $4,948,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $3,242,000
Number of returns with total statutory adjustments 350
Total statutory adjustments amount $1,337,000
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 $417,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $362,000
Number of returns with IRA payments 40
IRA payments amount $239,000
Number of returns with student loan interest deduction 100
Student loan interest deduction amount $117,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $26,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 430
Total itemized deductions amount $12,222,000
Amount of AGI for itemized returns $57,933,000
Number of returns with State and local income taxes 40
State and local income taxes amount $374,000
Number of returns with State and local general sales tax 360
State and local general sales tax amount $789,000
Number of returns with real estate taxes 380
Real estate taxes amount $1,881,000
Number of returns with taxes paid 420
Taxes paid amount $2,908,000
Number of returns with mortgage interest paid 300
Mortgage interest paid amount $1,966,000
Number of returns with contributions 350
Contributions amount $3,199,000
Number of returns with taxable income 840
Taxable income amount $83,957,000
Number of returns with income tax before credits 830
Income tax before credits amount $14,156,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $103,000
Number of returns with total tax credits 350
Total tax credits amount $421,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $13,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $65,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $121,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 160
Child tax credit amount $219,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 150
Self-employment tax amount $739,000
Number of returns with total tax payments 830
Total tax payments amount $15,780,000
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 80
Refundable education credit amount $74,000
Number of returns with income tax 830
Income tax amount [10] $13,735,000
Number of returns with tax liability 840
Total tax liability amount [11] $14,731,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 300
Tax due at time of filing amount [12] $1,623,000
Number of returns with overpayments refunded 490
Overpayments refunded amount [13] $2,269,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $384,000

Adjusted Gross Income: $200,000 or more

Number of returns 290
Number of single returns 40
Number of joint returns 250
Number of head of household returns 0
Number of returns with paid preparer's signature 260
Number of exemptions 770
Number of dependents 230
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 0
Number of elderly returns [4] 120
Adjust gross income (AGI) [5] $151,888,000
Number of returns with total income 290
Salaries and wages amount $153,785,000
Number of returns with salaries and wages 230
Salaries and wages amount $61,757
Number of returns with taxable interest 250
Taxable interest amount $4,583
Number of returns with ordinary dividends 200
Ordinary dividends amount $12,804,000
Number of returns with qualified dividends 190
Qualified dividends amount [6] $8,721
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) 100
Business or professional net income (less loss) amount $5,335,000
Number of returns with net capital gain (less loss) 200
Net capital gain (less loss) amount $33,614,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $2,863,000
Number of returns with taxable pensions and annuities 70
Taxable pensions and annuities amount $3,390,000
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 80
Taxable Social Security benefits amount $1,907,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $17,065,000
Number of returns with total statutory adjustments 150
Total statutory adjustments amount $1,897,000
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 $831,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 230
Total itemized deductions amount $16,780,000
Amount of AGI for itemized returns $110,830,000
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 $687,000
Number of returns with real estate taxes 210
Real estate taxes amount $2,192,000
Number of returns with taxes paid 230
Taxes paid amount $3,222,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $1,500,000
Number of returns with contributions 210
Contributions amount $6,016,000
Number of returns with taxable income 290
Taxable income amount $133,270,000
Number of returns with income tax before credits 290
Income tax before credits amount $34,434,000
Number of returns with alternative minimum tax 90
Alternative minimum tax amount $389,000
Number of returns with total tax credits 140
Total tax credits amount $236,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $60,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 100
Self-employment tax amount $805,000
Number of returns with total tax payments 290
Total tax payments amount $38,881,000
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 290
Income tax amount [10] $34,198,000
Number of returns with tax liability 290
Total tax liability amount [11] $36,670,000
Number of returns with net investment income tax 190
Net investment income tax $1,300,000
Number of returns with tax due at time of filing 140
Tax due at time of filing amount [12] $6,060,000
Number of returns with overpayments refunded 100
Overpayments refunded amount [13] $2,340,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $2,667,000

[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.