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ZIP Code Database - Facts & Stats

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ZIP Code 76401 Income Tax Stats

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

ZIP Code 76401 Data

Zip Code:76401
City:Stephenville
State:TX [Texas]
Counties: ERATH, TX
City Alias(es):Stephenville
Area Code:254
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


76401 Income Tax Overview

Total Number of Tax Returns for ZIP Code 76401 [1] 10,960
Total Number of Single Tax Returns for ZIP Code 76401 4,120
Total Number of Joint Tax Returns for ZIP Code 76401 4,350
Total Number of Dependents for ZIP Code 76401 6,660
Total Adjusted Gross Income for ZIP Code 76401 $604,423,000
Average Income per Person for ZIP Code 76401 $23,517
Average Income per Household for ZIP Code 76401 $55,148

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 4,400
Number of single returns 3,140
Number of joint returns 620
Number of head of household returns 560
Number of returns with paid preparer's signature 1,780
Number of exemptions 5,730
Number of dependents 1,600
Total number of volunteer prepared returns [5] 90
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 90
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 730
Number of elderly returns [4] 720
Adjust gross income (AGI) [5] $53,360,000
Number of returns with total income 4,400
Salaries and wages amount $54,674,000
Number of returns with salaries and wages 3,490
Salaries and wages amount $43,292
Number of returns with taxable interest 450
Taxable interest amount $478
Number of returns with ordinary dividends 260
Ordinary dividends amount $485,000
Number of returns with qualified dividends 230
Qualified dividends amount [6] $320
Number of returns with state and local income tax refunds 20
State and local income tax refunds amount $10
Number of returns with business or professional net income (less loss) 790
Business or professional net income (less loss) amount $4,804,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $526,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $1,203,000
Number of returns with taxable pensions and annuities 470
Taxable pensions and annuities amount $4,769,000
Number of farm returns 190
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $230,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $299,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $116,000
Number of returns with total statutory adjustments 890
Total statutory adjustments amount $1,314,000
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 100
Self-employment health insurance deduction amount $392,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $118,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $148,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 200
Total itemized deductions amount $3,508,000
Amount of AGI for itemized returns $2,911,000
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 160
State and local general sales tax amount $128,000
Number of returns with real estate taxes 130
Real estate taxes amount $452,000
Number of returns with taxes paid 200
Taxes paid amount $598,000
Number of returns with mortgage interest paid 90
Mortgage interest paid amount $625,000
Number of returns with contributions 120
Contributions amount $371,000
Number of returns with taxable income 1,960
Taxable income amount $11,463,000
Number of returns with income tax before credits 1,940
Income tax before credits amount $1,201,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 500
Total tax credits amount $185,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $0
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $125,000
Number of returns with retirement savings contribution credit 150
Retirement savings contribution credit amount $24,000
Number of returns with child tax credit 80
Child tax credit amount $26,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 670
Self-employment tax amount $862,000
Number of returns with total tax payments 3,960
Total tax payments amount $8,503,000
Number of returns with earned income credit 1,320
Earned income credit amount [8] $3,191,000
Number of returns with excess earned income credit 1,120
Excess earned income credit (refundable) amount [9] $2,747,000
Number of returns with additional child tax credit 730
Additional child tax credit amount $914,000
Number of returns with refundable education credit 350
Refundable education credit amount $300,000
Number of returns with income tax 1,610
Income tax amount [10] $1,016,000
Number of returns with tax liability 2,200
Total tax liability amount [11] $1,985,000
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] $399,000
Number of returns with overpayments refunded 3,640
Overpayments refunded amount [13] $6,841,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $70,000

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

Number of returns 2,710
Number of single returns 1,330
Number of joint returns 870
Number of head of household returns 440
Number of returns with paid preparer's signature 1,310
Number of exemptions 5,390
Number of dependents 1,840
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 600
Number of elderly returns [4] 520
Adjust gross income (AGI) [5] $98,024,000
Number of returns with total income 2,710
Salaries and wages amount $99,352,000
Number of returns with salaries and wages 2,370
Salaries and wages amount $83,254
Number of returns with taxable interest 400
Taxable interest amount $389
Number of returns with ordinary dividends 240
Ordinary dividends amount $771,000
Number of returns with qualified dividends 220
Qualified dividends amount [6] $540
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) 470
Business or professional net income (less loss) amount $4,133,000
Number of returns with net capital gain (less loss) 240
Net capital gain (less loss) amount $931,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $1,688,000
Number of returns with taxable pensions and annuities 400
Taxable pensions and annuities amount $7,231,000
Number of farm returns 170
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $235,000
Number of returns with taxable Social Security benefits 360
Taxable Social Security benefits amount $2,313,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $601,000
Number of returns with total statutory adjustments 700
Total statutory adjustments amount $1,328,000
Number of returns with educator expenses 60
Educator expenses amount $16,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $356,000
Number of returns with IRA payments 40
IRA payments amount $156,000
Number of returns with student loan interest deduction 280
Student loan interest deduction amount $276,000
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 290
Total itemized deductions amount $5,011,000
Amount of AGI for itemized returns $10,853,000
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 $249,000
Number of returns with real estate taxes 190
Real estate taxes amount $600,000
Number of returns with taxes paid 270
Taxes paid amount $913,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $730,000
Number of returns with contributions 190
Contributions amount $705,000
Number of returns with taxable income 2,580
Taxable income amount $49,907,000
Number of returns with income tax before credits 2,560
Income tax before credits amount $6,162,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,090
Total tax credits amount $888,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $56,000
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $204,000
Number of returns with retirement savings contribution credit 350
Retirement savings contribution credit amount $68,000
Number of returns with child tax credit 620
Child tax credit amount $550,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 340
Self-employment tax amount $749,000
Number of returns with total tax payments 2,620
Total tax payments amount $11,938,000
Number of returns with earned income credit 640
Earned income credit amount [8] $1,406,000
Number of returns with excess earned income credit 500
Excess earned income credit (refundable) amount [9] $1,126,000
Number of returns with additional child tax credit 540
Additional child tax credit amount $837,000
Number of returns with refundable education credit 150
Refundable education credit amount $118,000
Number of returns with income tax 2,080
Income tax amount [10] $5,273,000
Number of returns with tax liability 2,260
Total tax liability amount [11] $6,261,000
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] $820,000
Number of returns with overpayments refunded 2,230
Overpayments refunded amount [13] $6,314,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $62,000

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

Number of returns 1,480
Number of single returns 460
Number of joint returns 880
Number of head of household returns 120
Number of returns with paid preparer's signature 750
Number of exemptions 3,450
Number of dependents 1,100
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] 250
Number of elderly returns [4] 410
Adjust gross income (AGI) [5] $90,549,000
Number of returns with total income 1,480
Salaries and wages amount $91,856,000
Number of returns with salaries and wages 1,250
Salaries and wages amount $70,079
Number of returns with taxable interest 350
Taxable interest amount $403
Number of returns with ordinary dividends 220
Ordinary dividends amount $705,000
Number of returns with qualified dividends 200
Qualified dividends amount [6] $495
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) 330
Business or professional net income (less loss) amount $3,365,000
Number of returns with net capital gain (less loss) 230
Net capital gain (less loss) amount $1,721,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $2,650,000
Number of returns with taxable pensions and annuities 340
Taxable pensions and annuities amount $8,573,000
Number of farm returns 170
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $169,000
Number of returns with taxable Social Security benefits 300
Taxable Social Security benefits amount $4,133,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $804,000
Number of returns with total statutory adjustments 510
Total statutory adjustments amount $1,307,000
Number of returns with educator expenses 60
Educator expenses amount $17,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $417,000
Number of returns with IRA payments 20
IRA payments amount $96,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $258,000
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 350
Total itemized deductions amount $6,956,000
Amount of AGI for itemized returns $21,895,000
Number of returns with State and local income taxes 50
State and local income taxes amount $132,000
Number of returns with State and local general sales tax 270
State and local general sales tax amount $380,000
Number of returns with real estate taxes 280
Real estate taxes amount $937,000
Number of returns with taxes paid 340
Taxes paid amount $1,403,000
Number of returns with mortgage interest paid 220
Mortgage interest paid amount $1,329,000
Number of returns with contributions 220
Contributions amount $1,050,000
Number of returns with taxable income 1,470
Taxable income amount $57,589,000
Number of returns with income tax before credits 1,460
Income tax before credits amount $7,850,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 670
Total tax credits amount $1,040,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $50,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $140,000
Number of returns with retirement savings contribution credit 120
Retirement savings contribution credit amount $19,000
Number of returns with child tax credit 480
Child tax credit amount $791,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 250
Self-employment tax amount $711,000
Number of returns with total tax payments 1,430
Total tax payments amount $9,971,000
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 90
Additional child tax credit amount $120,000
Number of returns with refundable education credit 70
Refundable education credit amount $64,000
Number of returns with income tax 1,380
Income tax amount [10] $6,810,000
Number of returns with tax liability 1,420
Total tax liability amount [11] $7,715,000
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] $1,089,000
Number of returns with overpayments refunded 1,070
Overpayments refunded amount [13] $3,214,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $46,000

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

Number of returns 940
Number of single returns 160
Number of joint returns 730
Number of head of household returns 50
Number of returns with paid preparer's signature 530
Number of exemptions 2,460
Number of dependents 800
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 120
Number of elderly returns [4] 260
Adjust gross income (AGI) [5] $80,901,000
Number of returns with total income 940
Salaries and wages amount $82,165,000
Number of returns with salaries and wages 800
Salaries and wages amount $61,225
Number of returns with taxable interest 320
Taxable interest amount $318
Number of returns with ordinary dividends 170
Ordinary dividends amount $862,000
Number of returns with qualified dividends 160
Qualified dividends amount [6] $650
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 240
Business or professional net income (less loss) amount $3,365,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $2,082,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $2,512,000
Number of returns with taxable pensions and annuities 250
Taxable pensions and annuities amount $7,319,000
Number of farm returns 120
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $101,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $3,596,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $1,503,000
Number of returns with total statutory adjustments 390
Total statutory adjustments amount $1,264,000
Number of returns with educator expenses 70
Educator expenses amount $20,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $349,000
Number of returns with IRA payments 30
IRA payments amount $186,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $189,000
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 310
Total itemized deductions amount $6,425,000
Amount of AGI for itemized returns $26,837,000
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 $446,000
Number of returns with real estate taxes 280
Real estate taxes amount $1,161,000
Number of returns with taxes paid 310
Taxes paid amount $1,673,000
Number of returns with mortgage interest paid 230
Mortgage interest paid amount $1,411,000
Number of returns with contributions 230
Contributions amount $1,378,000
Number of returns with taxable income 940
Taxable income amount $57,010,000
Number of returns with income tax before credits 930
Income tax before credits amount $8,136,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 460
Total tax credits amount $812,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $62,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $105,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 330
Child tax credit amount $602,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $36,000
Number of returns with self-employment tax 190
Self-employment tax amount $652,000
Number of returns with total tax payments 920
Total tax payments amount $9,546,000
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 $50,000
Number of returns with income tax 930
Income tax amount [10] $7,323,000
Number of returns with tax liability 930
Total tax liability amount [11] $8,126,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 260
Tax due at time of filing amount [12] $1,044,000
Number of returns with overpayments refunded 650
Overpayments refunded amount [13] $2,379,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $74,000

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

Number of returns 1,110
Number of single returns 100
Number of joint returns 980
Number of head of household returns 30
Number of returns with paid preparer's signature 680
Number of exemptions 3,150
Number of dependents 1,060
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] 360
Adjust gross income (AGI) [5] $148,074,000
Number of returns with total income 1,110
Salaries and wages amount $150,130,000
Number of returns with salaries and wages 970
Salaries and wages amount $108,158
Number of returns with taxable interest 520
Taxable interest amount $1,061
Number of returns with ordinary dividends 330
Ordinary dividends amount $1,711,000
Number of returns with qualified dividends 310
Qualified dividends amount [6] $1,205
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $53
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $5,638,000
Number of returns with net capital gain (less loss) 360
Net capital gain (less loss) amount $5,587,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $4,812,000
Number of returns with taxable pensions and annuities 320
Taxable pensions and annuities amount $12,547,000
Number of farm returns 240
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $140,000
Number of returns with taxable Social Security benefits 250
Taxable Social Security benefits amount $5,451,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $5,181,000
Number of returns with total statutory adjustments 530
Total statutory adjustments amount $2,056,000
Number of returns with educator expenses 110
Educator expenses amount $29,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $470,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $642,000
Number of returns with IRA payments 50
IRA payments amount $329,000
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $210,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $56,000
Returns with domestic production activities deduction 50
Domestic production activities deduction amount $565,000
Number of returns with itemized deductions 590
Total itemized deductions amount $14,431,000
Amount of AGI for itemized returns $81,245,000
Number of returns with State and local income taxes 50
State and local income taxes amount $462,000
Number of returns with State and local general sales tax 500
State and local general sales tax amount $1,071,000
Number of returns with real estate taxes 550
Real estate taxes amount $2,602,000
Number of returns with taxes paid 580
Taxes paid amount $3,891,000
Number of returns with mortgage interest paid 470
Mortgage interest paid amount $3,717,000
Number of returns with contributions 460
Contributions amount $3,492,000
Number of returns with taxable income 1,110
Taxable income amount $114,316,000
Number of returns with income tax before credits 1,110
Income tax before credits amount $19,326,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $46,000
Number of returns with total tax credits 520
Total tax credits amount $794,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $81,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $187,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 280
Child tax credit amount $414,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 240
Self-employment tax amount $1,051,000
Number of returns with total tax payments 1,100
Total tax payments amount $20,445,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 120
Refundable education credit amount $110,000
Number of returns with income tax 1,100
Income tax amount [10] $18,532,000
Number of returns with tax liability 1,110
Total tax liability amount [11] $19,724,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 430
Tax due at time of filing amount [12] $2,677,000
Number of returns with overpayments refunded 620
Overpayments refunded amount [13] $2,996,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $375,000

Adjusted Gross Income: $200,000 or more

Number of returns 320
Number of single returns 40
Number of joint returns 270
Number of head of household returns 0
Number of returns with paid preparer's signature 270
Number of exemptions 840
Number of dependents 260
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] 140
Adjust gross income (AGI) [5] $133,515,000
Number of returns with total income 320
Salaries and wages amount $135,668,000
Number of returns with salaries and wages 260
Salaries and wages amount $46,160
Number of returns with taxable interest 250
Taxable interest amount $1,805
Number of returns with ordinary dividends 180
Ordinary dividends amount $3,320,000
Number of returns with qualified dividends 170
Qualified dividends amount [6] $2,906
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) 110
Business or professional net income (less loss) amount $4,264,000
Number of returns with net capital gain (less loss) 210
Net capital gain (less loss) amount $23,089,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $1,846,000
Number of returns with taxable pensions and annuities 100
Taxable pensions and annuities amount $5,916,000
Number of farm returns 120
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 $2,035,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $31,202,000
Number of returns with total statutory adjustments 150
Total statutory adjustments amount $2,153,000
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 70
Self-employment health insurance deduction amount $815,000
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 $10,382,000
Amount of AGI for itemized returns $96,466,000
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 $637,000
Number of returns with real estate taxes 200
Real estate taxes amount $1,441,000
Number of returns with taxes paid 230
Taxes paid amount $2,651,000
Number of returns with mortgage interest paid 160
Mortgage interest paid amount $1,669,000
Number of returns with contributions 190
Contributions amount $5,584,000
Number of returns with taxable income 320
Taxable income amount $119,733,000
Number of returns with income tax before credits 320
Income tax before credits amount $30,661,000
Number of returns with alternative minimum tax 80
Alternative minimum tax amount $437,000
Number of returns with total tax credits 110
Total tax credits amount $275,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $50,000
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 80
Self-employment tax amount $654,000
Number of returns with total tax payments 300
Total tax payments amount $29,538,000
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 310
Income tax amount [10] $30,225,000
Number of returns with tax liability 310
Total tax liability amount [11] $32,102,000
Number of returns with net investment income tax 170
Net investment income tax $1,056,000
Number of returns with tax due at time of filing 180
Tax due at time of filing amount [12] $6,508,000
Number of returns with overpayments refunded 80
Overpayments refunded amount [13] $1,002,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $1,894,000

[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.