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ZIP Code Database - Facts & Stats

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ZIP Code 76262 Income Tax Stats

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

ZIP Code 76262 Data

Zip Code:76262
City:Roanoke
State:TX [Texas]
Counties: DENTON, TX
City Alias(es):Roanoke
Area Code:817 / 682
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


76262 Income Tax Overview

Total Number of Tax Returns for ZIP Code 76262 [1] 18,040
Total Number of Single Tax Returns for ZIP Code 76262 6,770
Total Number of Joint Tax Returns for ZIP Code 76262 9,410
Total Number of Dependents for ZIP Code 76262 14,160
Total Adjusted Gross Income for ZIP Code 76262 $3,051,701,000
Average Income per Person for ZIP Code 76262 $110,377
Average Income per Household for ZIP Code 76262 $169,163

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 4,270
Number of single returns 3,560
Number of joint returns 360
Number of head of household returns 300
Number of returns with paid preparer's signature 1,510
Number of exemptions 3,890
Number of dependents 940
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] 460
Number of elderly returns [4] 610
Adjust gross income (AGI) [5] $46,597,000
Number of returns with total income 4,270
Salaries and wages amount $47,657,000
Number of returns with salaries and wages 3,460
Salaries and wages amount $37,985
Number of returns with taxable interest 560
Taxable interest amount $372
Number of returns with ordinary dividends 450
Ordinary dividends amount $1,019,000
Number of returns with qualified dividends 410
Qualified dividends amount [6] $692
Number of returns with state and local income tax refunds 20
State and local income tax refunds amount $13
Number of returns with business or professional net income (less loss) 670
Business or professional net income (less loss) amount $2,650,000
Number of returns with net capital gain (less loss) 400
Net capital gain (less loss) amount $660,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $1,394,000
Number of returns with taxable pensions and annuities 400
Taxable pensions and annuities amount $3,404,000
Number of farm returns 20
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $240,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $433,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $134,000
Number of returns with total statutory adjustments 740
Total statutory adjustments amount $1,060,000
Number of returns with educator expenses 20
Educator expenses amount $5,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $133,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $163,000
Number of returns with IRA payments 20
IRA payments amount $92,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $190,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $118,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 310
Total itemized deductions amount $6,011,000
Amount of AGI for itemized returns $4,461,000
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 $231,000
Number of returns with real estate taxes 200
Real estate taxes amount $1,463,000
Number of returns with taxes paid 280
Taxes paid amount $1,809,000
Number of returns with mortgage interest paid 160
Mortgage interest paid amount $1,227,000
Number of returns with contributions 200
Contributions amount $467,000
Number of returns with taxable income 1,960
Taxable income amount $11,874,000
Number of returns with income tax before credits 1,920
Income tax before credits amount $1,263,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 470
Total tax credits amount $178,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $114,000
Number of returns with retirement savings contribution credit 170
Retirement savings contribution credit amount $31,000
Number of returns with child tax credit 70
Child tax credit amount $23,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 510
Self-employment tax amount $654,000
Number of returns with total tax payments 3,790
Total tax payments amount $6,321,000
Number of returns with earned income credit 780
Earned income credit amount [8] $1,773,000
Number of returns with excess earned income credit 650
Excess earned income credit (refundable) amount [9] $1,521,000
Number of returns with additional child tax credit 420
Additional child tax credit amount $538,000
Number of returns with refundable education credit 220
Refundable education credit amount $190,000
Number of returns with income tax 1,670
Income tax amount [10] $1,084,000
Number of returns with tax liability 2,090
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 480
Tax due at time of filing amount [12] $412,000
Number of returns with overpayments refunded 3,460
Overpayments refunded amount [13] $4,778,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $65,000

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

Number of returns 2,620
Number of single returns 1,530
Number of joint returns 630
Number of head of household returns 400
Number of returns with paid preparer's signature 980
Number of exemptions 4,570
Number of dependents 1,350
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 490
Number of elderly returns [4] 470
Adjust gross income (AGI) [5] $97,298,000
Number of returns with total income 2,620
Salaries and wages amount $98,970,000
Number of returns with salaries and wages 2,280
Salaries and wages amount $81,685
Number of returns with taxable interest 460
Taxable interest amount $365
Number of returns with ordinary dividends 340
Ordinary dividends amount $973,000
Number of returns with qualified dividends 320
Qualified dividends amount [6] $708
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) 420
Business or professional net income (less loss) amount $4,056,000
Number of returns with net capital gain (less loss) 320
Net capital gain (less loss) amount $1,310,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $2,541,000
Number of returns with taxable pensions and annuities 390
Taxable pensions and annuities amount $6,351,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $493,000
Number of returns with taxable Social Security benefits 340
Taxable Social Security benefits amount $2,497,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount ($297,000)
Number of returns with total statutory adjustments 760
Total statutory adjustments amount $1,672,000
Number of returns with educator expenses 80
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 50
Self-employment health insurance deduction amount $270,000
Number of returns with IRA payments 50
IRA payments amount $227,000
Number of returns with student loan interest deduction 380
Student loan interest deduction amount $442,000
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 560
Total itemized deductions amount $11,001,000
Amount of AGI for itemized returns $21,767,000
Number of returns with State and local income taxes 30
State and local income taxes amount $52,000
Number of returns with State and local general sales tax 460
State and local general sales tax amount $530,000
Number of returns with real estate taxes 410
Real estate taxes amount $2,387,000
Number of returns with taxes paid 540
Taxes paid amount $3,045,000
Number of returns with mortgage interest paid 350
Mortgage interest paid amount $2,210,000
Number of returns with contributions 430
Contributions amount $1,488,000
Number of returns with taxable income 2,510
Taxable income amount $52,232,000
Number of returns with income tax before credits 2,500
Income tax before credits amount $6,538,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 990
Total tax credits amount $860,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $18,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $65,000
Number of returns with nonrefundable education credit 230
Nonrefundable education credit amount $239,000
Number of returns with retirement savings contribution credit 350
Retirement savings contribution credit amount $62,000
Number of returns with child tax credit 490
Child tax credit amount $470,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 300
Self-employment tax amount $815,000
Number of returns with total tax payments 2,530
Total tax payments amount $11,402,000
Number of returns with earned income credit 470
Earned income credit amount [8] $899,000
Number of returns with excess earned income credit 360
Excess earned income credit (refundable) amount [9] $688,000
Number of returns with additional child tax credit 350
Additional child tax credit amount $501,000
Number of returns with refundable education credit 160
Refundable education credit amount $135,000
Number of returns with income tax 2,140
Income tax amount [10] $5,678,000
Number of returns with tax liability 2,280
Total tax liability amount [11] $6,654,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 440
Tax due at time of filing amount [12] $816,000
Number of returns with overpayments refunded 2,130
Overpayments refunded amount [13] $5,318,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $218,000

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

Number of returns 2,020
Number of single returns 890
Number of joint returns 830
Number of head of household returns 250
Number of returns with paid preparer's signature 850
Number of exemptions 4,140
Number of dependents 1,290
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 340
Number of elderly returns [4] 430
Adjust gross income (AGI) [5] $125,749,000
Number of returns with total income 2,020
Salaries and wages amount $127,576,000
Number of returns with salaries and wages 1,800
Salaries and wages amount $103,093
Number of returns with taxable interest 540
Taxable interest amount $546
Number of returns with ordinary dividends 380
Ordinary dividends amount $1,244,000
Number of returns with qualified dividends 340
Qualified dividends amount [6] $872
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $21
Number of returns with business or professional net income (less loss) 400
Business or professional net income (less loss) amount $3,527,000
Number of returns with net capital gain (less loss) 350
Net capital gain (less loss) amount $1,133,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $3,201,000
Number of returns with taxable pensions and annuities 360
Taxable pensions and annuities amount $7,971,000
Number of farm returns 20
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $523,000
Number of returns with taxable Social Security benefits 330
Taxable Social Security benefits amount $5,060,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $914,000
Number of returns with total statutory adjustments 700
Total statutory adjustments amount $1,827,000
Number of returns with educator expenses 90
Educator expenses amount $22,000
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 $323,000
Number of returns with IRA payments 50
IRA payments amount $293,000
Number of returns with student loan interest deduction 330
Student loan interest deduction amount $394,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $44,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 810
Total itemized deductions amount $16,217,000
Amount of AGI for itemized returns $51,303,000
Number of returns with State and local income taxes 40
State and local income taxes amount $146,000
Number of returns with State and local general sales tax 660
State and local general sales tax amount $967,000
Number of returns with real estate taxes 660
Real estate taxes amount $3,846,000
Number of returns with taxes paid 790
Taxes paid amount $5,052,000
Number of returns with mortgage interest paid 580
Mortgage interest paid amount $3,932,000
Number of returns with contributions 630
Contributions amount $2,431,000
Number of returns with taxable income 2,000
Taxable income amount $81,781,000
Number of returns with income tax before credits 1,990
Income tax before credits amount $11,760,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 800
Total tax credits amount $1,171,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $31,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $60,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $217,000
Number of returns with retirement savings contribution credit 120
Retirement savings contribution credit amount $19,000
Number of returns with child tax credit 540
Child tax credit amount $812,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $23,000
Number of returns with self-employment tax 270
Self-employment tax amount $818,000
Number of returns with total tax payments 1,980
Total tax payments amount $15,007,000
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 $148,000
Number of returns with refundable education credit 120
Refundable education credit amount $120,000
Number of returns with income tax 1,890
Income tax amount [10] $10,589,000
Number of returns with tax liability 1,930
Total tax liability amount [11] $11,533,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 470
Tax due at time of filing amount [12] $1,220,000
Number of returns with overpayments refunded 1,520
Overpayments refunded amount [13] $4,487,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $165,000

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

Number of returns 1,650
Number of single returns 400
Number of joint returns 1,060
Number of head of household returns 140
Number of returns with paid preparer's signature 730
Number of exemptions 4,220
Number of dependents 1,510
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] 380
Adjust gross income (AGI) [5] $144,749,000
Number of returns with total income 1,650
Salaries and wages amount $146,731,000
Number of returns with salaries and wages 1,480
Salaries and wages amount $117,643
Number of returns with taxable interest 590
Taxable interest amount $489
Number of returns with ordinary dividends 410
Ordinary dividends amount $1,458,000
Number of returns with qualified dividends 370
Qualified dividends amount [6] $1,013
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $26
Number of returns with business or professional net income (less loss) 360
Business or professional net income (less loss) amount $4,660,000
Number of returns with net capital gain (less loss) 350
Net capital gain (less loss) amount $1,477,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $4,722,000
Number of returns with taxable pensions and annuities 340
Taxable pensions and annuities amount $8,738,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $330,000
Number of returns with taxable Social Security benefits 260
Taxable Social Security benefits amount $5,352,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $1,563,000
Number of returns with total statutory adjustments 570
Total statutory adjustments amount $1,982,000
Number of returns with educator expenses 80
Educator expenses amount $22,000
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 $384,000
Number of returns with IRA payments 40
IRA payments amount $175,000
Number of returns with student loan interest deduction 240
Student loan interest deduction amount $290,000
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 930
Total itemized deductions amount $20,837,000
Amount of AGI for itemized returns $82,070,000
Number of returns with State and local income taxes 50
State and local income taxes amount $163,000
Number of returns with State and local general sales tax 750
State and local general sales tax amount $1,354,000
Number of returns with real estate taxes 840
Real estate taxes amount $5,822,000
Number of returns with taxes paid 920
Taxes paid amount $7,457,000
Number of returns with mortgage interest paid 770
Mortgage interest paid amount $5,777,000
Number of returns with contributions 750
Contributions amount $3,504,000
Number of returns with taxable income 1,650
Taxable income amount $98,895,000
Number of returns with income tax before credits 1,650
Income tax before credits amount $14,910,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 790
Total tax credits amount $1,419,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $22,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $86,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $167,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 610
Child tax credit amount $1,082,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $22,000
Number of returns with self-employment tax 250
Self-employment tax amount $945,000
Number of returns with total tax payments 1,620
Total tax payments amount $18,056,000
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 40
Additional child tax credit amount $47,000
Number of returns with refundable education credit 80
Refundable education credit amount $74,000
Number of returns with income tax 1,610
Income tax amount [10] $13,492,000
Number of returns with tax liability 1,620
Total tax liability amount [11] $14,576,000
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] $1,565,000
Number of returns with overpayments refunded 1,240
Overpayments refunded amount [13] $4,639,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $366,000

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

Number of returns 4,470
Number of single returns 500
Number of joint returns 3,740
Number of head of household returns 190
Number of returns with paid preparer's signature 2,000
Number of exemptions 13,300
Number of dependents 5,090
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] 390
Number of elderly returns [4] 890
Adjust gross income (AGI) [5] $633,343,000
Number of returns with total income 4,470
Salaries and wages amount $640,319,000
Number of returns with salaries and wages 4,090
Salaries and wages amount $520,419
Number of returns with taxable interest 2,030
Taxable interest amount $2,478
Number of returns with ordinary dividends 1,560
Ordinary dividends amount $6,768,000
Number of returns with qualified dividends 1,450
Qualified dividends amount [6] $4,888
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $131
Number of returns with business or professional net income (less loss) 1,060
Business or professional net income (less loss) amount $17,709,000
Number of returns with net capital gain (less loss) 1,490
Net capital gain (less loss) amount $12,974,000
Number of returns with taxable individual retirement arrangements distributions 670
Taxable individual retirement arrangements distributions amount $21,230,000
Number of returns with taxable pensions and annuities 900
Taxable pensions and annuities amount $30,471,000
Number of farm returns 40
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $749,000
Number of returns with taxable Social Security benefits 610
Taxable Social Security benefits amount $14,921,000
Number of returns with partnership/S-corp net income (less loss) 450
Partnership/S-corp net income (less loss) amount $7,953,000
Number of returns with total statutory adjustments 1,670
Total statutory adjustments amount $6,976,000
Number of returns with educator expenses 270
Educator expenses amount $75,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $857,000
Number of returns with self-employment health insurance deduction 160
Self-employment health insurance deduction amount $1,531,000
Number of returns with IRA payments 150
IRA payments amount $770,000
Number of returns with student loan interest deduction 580
Student loan interest deduction amount $658,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $102,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $95,000
Number of returns with itemized deductions 3,520
Total itemized deductions amount $95,720,000
Amount of AGI for itemized returns $507,632,000
Number of returns with State and local income taxes 180
State and local income taxes amount $999,000
Number of returns with State and local general sales tax 2,920
State and local general sales tax amount $7,133,000
Number of returns with real estate taxes 3,330
Real estate taxes amount $28,836,000
Number of returns with taxes paid 3,500
Taxes paid amount $37,405,000
Number of returns with mortgage interest paid 3,160
Mortgage interest paid amount $29,415,000
Number of returns with contributions 3,000
Contributions amount $17,220,000
Number of returns with taxable income 4,460
Taxable income amount $472,587,000
Number of returns with income tax before credits 4,460
Income tax before credits amount $82,861,000
Number of returns with alternative minimum tax 140
Alternative minimum tax amount $322,000
Number of returns with total tax credits 2,090
Total tax credits amount $2,862,000
Number of returns with foreign tax credit 490
Foreign tax credit amount $252,000
Number of returns with child and dependent care credit 570
Child and dependent care credit amount $362,000
Number of returns with nonrefundable education credit 360
Nonrefundable education credit amount $471,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,110
Child tax credit amount $1,468,000
Number of returns with residential energy tax credit 100
Residential energy tax credit amount $106,000
Number of returns with self-employment tax 730
Self-employment tax amount $3,110,000
Number of returns with total tax payments 4,430
Total tax payments amount $92,071,000
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 330
Refundable education credit amount $290,000
Number of returns with income tax 4,450
Income tax amount [10] $79,999,000
Number of returns with tax liability 4,460
Total tax liability amount [11] $83,863,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,390
Tax due at time of filing amount [12] $7,143,000
Number of returns with overpayments refunded 2,960
Overpayments refunded amount [13] $14,279,000
Number of returns with credit to next year’s estimated tax 140
Credited to next year’s estimated tax amount $972,000

Adjusted Gross Income: $200,000 or more

Number of returns 3,010
Number of single returns 150
Number of joint returns 2,790
Number of head of household returns 50
Number of returns with paid preparer's signature 1,900
Number of exemptions 9,790
Number of dependents 3,980
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] 100
Number of elderly returns [4] 560
Adjust gross income (AGI) [5] $2,003,965,000
Number of returns with total income 3,010
Salaries and wages amount $2,025,027,000
Number of returns with salaries and wages 2,800
Salaries and wages amount $1,053,501
Number of returns with taxable interest 2,150
Taxable interest amount $25,858
Number of returns with ordinary dividends 1,830
Ordinary dividends amount $58,465,000
Number of returns with qualified dividends 1,760
Qualified dividends amount [6] $42,163
Number of returns with state and local income tax refunds 180
State and local income tax refunds amount $1,090
Number of returns with business or professional net income (less loss) 710
Business or professional net income (less loss) amount $36,600,000
Number of returns with net capital gain (less loss) 1,900
Net capital gain (less loss) amount $437,124,000
Number of returns with taxable individual retirement arrangements distributions 400
Taxable individual retirement arrangements distributions amount $20,659,000
Number of returns with taxable pensions and annuities 540
Taxable pensions and annuities amount $22,855,000
Number of farm returns 70
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $257,000
Number of returns with taxable Social Security benefits 260
Taxable Social Security benefits amount $7,009,000
Number of returns with partnership/S-corp net income (less loss) 980
Partnership/S-corp net income (less loss) amount $312,893,000
Number of returns with total statutory adjustments 1,040
Total statutory adjustments amount $21,062,000
Number of returns with educator expenses 80
Educator expenses amount $21,000
Number of returns with self-employment retirement plans 130
Self-employment retirement plans amount $4,556,000
Number of returns with self-employment health insurance deduction 230
Self-employment health insurance deduction amount $3,291,000
Number of returns with IRA payments 60
IRA payments amount $534,000
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 110
Domestic production activities deduction amount $6,547,000
Number of returns with itemized deductions 2,800
Total itemized deductions amount $173,800,000
Amount of AGI for itemized returns $1,858,797,000
Number of returns with State and local income taxes 270
State and local income taxes amount $9,819,000
Number of returns with State and local general sales tax 2,360
State and local general sales tax amount $9,379,000
Number of returns with real estate taxes 2,720
Real estate taxes amount $48,585,000
Number of returns with taxes paid 2,790
Taxes paid amount $68,280,000
Number of returns with mortgage interest paid 2,440
Mortgage interest paid amount $36,080,000
Number of returns with contributions 2,560
Contributions amount $68,088,000
Number of returns with taxable income 3,010
Taxable income amount $1,801,607,000
Number of returns with income tax before credits 3,010
Income tax before credits amount $510,953,000
Number of returns with alternative minimum tax 1,240
Alternative minimum tax amount $6,972,000
Number of returns with total tax credits 1,210
Total tax credits amount $6,423,000
Number of returns with foreign tax credit 830
Foreign tax credit amount $3,047,000
Number of returns with child and dependent care credit 350
Child and dependent care credit amount $217,000
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 60
Residential energy tax credit amount $72,000
Number of returns with self-employment tax 630
Self-employment tax amount $5,804,000
Number of returns with total tax payments 3,000
Total tax payments amount $543,054,000
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 3,010
Income tax amount [10] $504,530,000
Number of returns with tax liability 3,010
Total tax liability amount [11] $528,132,000
Number of returns with net investment income tax 1,590
Net investment income tax $12,053,000
Number of returns with tax due at time of filing 1,470
Tax due at time of filing amount [12] $48,236,000
Number of returns with overpayments refunded 1,250
Overpayments refunded amount [13] $23,282,000
Number of returns with credit to next year’s estimated tax 330
Credited to next year’s estimated tax amount $39,173,000

[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.