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ZIP Code Database - Facts & Stats

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ZIP Code 76655 Income Tax Stats

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

ZIP Code 76655 Data

Zip Code:76655
City:Lorena
State:TX [Texas]
Counties: MCLENNAN, TX
City Alias(es):Lorena
Area Code:254
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


76655 Income Tax Overview

Total Number of Tax Returns for ZIP Code 76655 [1] 4,150
Total Number of Single Tax Returns for ZIP Code 76655 1,930
Total Number of Joint Tax Returns for ZIP Code 76655 2,100
Total Number of Dependents for ZIP Code 76655 2,940
Total Adjusted Gross Income for ZIP Code 76655 $307,113,000
Average Income per Person for ZIP Code 76655 $39,218
Average Income per Household for ZIP Code 76655 $74,003

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 1,210
Number of single returns 850
Number of joint returns 180
Number of head of household returns 140
Number of returns with paid preparer's signature 420
Number of exemptions 1,400
Number of dependents 370
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
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] 160
Number of elderly returns [4] 260
Adjust gross income (AGI) [5] $14,119,000
Number of returns with total income 1,210
Salaries and wages amount $14,368,000
Number of returns with salaries and wages 920
Salaries and wages amount $10,539
Number of returns with taxable interest 240
Taxable interest amount $116
Number of returns with ordinary dividends 90
Ordinary dividends amount $137,000
Number of returns with qualified dividends 80
Qualified dividends amount [6] $89
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) 170
Business or professional net income (less loss) amount $870,000
Number of returns with net capital gain (less loss) 80
Net capital gain (less loss) amount $100,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $717,000
Number of returns with taxable pensions and annuities 170
Taxable pensions and annuities amount $1,724,000
Number of farm returns 40
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 $152,000
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 200
Total statutory adjustments amount $249,000
Number of returns with educator expenses 20
Educator expenses amount $5,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 40
Student loan interest deduction amount $22,000
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 60
Total itemized deductions amount $980,000
Amount of AGI for itemized returns $888,000
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 50
State and local general sales tax amount $46,000
Number of returns with real estate taxes 50
Real estate taxes amount $155,000
Number of returns with taxes paid 60
Taxes paid amount $220,000
Number of returns with mortgage interest paid 30
Mortgage interest paid amount $161,000
Number of returns with contributions 30
Contributions amount $87,000
Number of returns with taxable income 510
Taxable income amount $3,104,000
Number of returns with income tax before credits 500
Income tax before credits amount $327,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 130
Total tax credits amount $44,000
Number of returns with foreign tax credit 0
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 40
Nonrefundable education credit amount $19,000
Number of returns with retirement savings contribution credit 50
Retirement savings contribution credit amount $6,000
Number of returns with child tax credit 30
Child tax credit amount $8,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 130
Self-employment tax amount $184,000
Number of returns with total tax payments 1,070
Total tax payments amount $2,109,000
Number of returns with earned income credit 310
Earned income credit amount [8] $757,000
Number of returns with excess earned income credit 260
Excess earned income credit (refundable) amount [9] $673,000
Number of returns with additional child tax credit 170
Additional child tax credit amount $201,000
Number of returns with refundable education credit 50
Refundable education credit amount $34,000
Number of returns with income tax 430
Income tax amount [10] $283,000
Number of returns with tax liability 540
Total tax liability amount [11] $497,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 120
Tax due at time of filing amount [12] $118,000
Number of returns with overpayments refunded 1,000
Overpayments refunded amount [13] $1,723,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $29,000

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

Number of returns 850
Number of single returns 400
Number of joint returns 260
Number of head of household returns 150
Number of returns with paid preparer's signature 300
Number of exemptions 1,650
Number of dependents 550
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] 170
Number of elderly returns [4] 230
Adjust gross income (AGI) [5] $30,854,000
Number of returns with total income 850
Salaries and wages amount $31,272,000
Number of returns with salaries and wages 690
Salaries and wages amount $23,973
Number of returns with taxable interest 210
Taxable interest amount $108
Number of returns with ordinary dividends 80
Ordinary dividends amount $119,000
Number of returns with qualified dividends 70
Qualified dividends amount [6] $74
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) 120
Business or professional net income (less loss) amount $1,209,000
Number of returns with net capital gain (less loss) 90
Net capital gain (less loss) amount $438,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $940,000
Number of returns with taxable pensions and annuities 190
Taxable pensions and annuities amount $3,478,000
Number of farm returns 40
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $217,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $1,281,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $93,000
Number of returns with total statutory adjustments 190
Total statutory adjustments amount $418,000
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 $340,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $73,000
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 120
Total itemized deductions amount $2,115,000
Amount of AGI for itemized returns $4,443,000
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 90
State and local general sales tax amount $101,000
Number of returns with real estate taxes 90
Real estate taxes amount $367,000
Number of returns with taxes paid 110
Taxes paid amount $503,000
Number of returns with mortgage interest paid 70
Mortgage interest paid amount $420,000
Number of returns with contributions 70
Contributions amount $342,000
Number of returns with taxable income 810
Taxable income amount $15,700,000
Number of returns with income tax before credits 800
Income tax before credits amount $1,906,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 330
Total tax credits amount $287,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $36,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $39,000
Number of returns with retirement savings contribution credit 150
Retirement savings contribution credit amount $27,000
Number of returns with child tax credit 190
Child tax credit amount $180,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 90
Self-employment tax amount $217,000
Number of returns with total tax payments 830
Total tax payments amount $3,860,000
Number of returns with earned income credit 220
Earned income credit amount [8] $481,000
Number of returns with excess earned income credit 180
Excess earned income credit (refundable) amount [9] $411,000
Number of returns with additional child tax credit 160
Additional child tax credit amount $228,000
Number of returns with refundable education credit 30
Refundable education credit amount $31,000
Number of returns with income tax 650
Income tax amount [10] $1,619,000
Number of returns with tax liability 700
Total tax liability amount [11] $1,876,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 130
Tax due at time of filing amount [12] $208,000
Number of returns with overpayments refunded 700
Overpayments refunded amount [13] $2,135,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 580
Number of single returns 180
Number of joint returns 330
Number of head of household returns 60
Number of returns with paid preparer's signature 240
Number of exemptions 1,340
Number of dependents 430
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] 160
Adjust gross income (AGI) [5] $36,149,000
Number of returns with total income 580
Salaries and wages amount $36,636,000
Number of returns with salaries and wages 500
Salaries and wages amount $27,780
Number of returns with taxable interest 230
Taxable interest amount $139
Number of returns with ordinary dividends 70
Ordinary dividends amount $289,000
Number of returns with qualified dividends 70
Qualified dividends amount [6] $247
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) 120
Business or professional net income (less loss) amount $1,605,000
Number of returns with net capital gain (less loss) 60
Net capital gain (less loss) amount $252,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $946,000
Number of returns with taxable pensions and annuities 140
Taxable pensions and annuities amount $3,614,000
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 120
Taxable Social Security benefits amount $1,805,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $220,000
Number of returns with total statutory adjustments 200
Total statutory adjustments amount $487,000
Number of returns with educator expenses 20
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 40
IRA payments amount $156,000
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $142,000
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 150
Total itemized deductions amount $2,779,000
Amount of AGI for itemized returns $9,603,000
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 120
State and local general sales tax amount $195,000
Number of returns with real estate taxes 140
Real estate taxes amount $586,000
Number of returns with taxes paid 150
Taxes paid amount $815,000
Number of returns with mortgage interest paid 120
Mortgage interest paid amount $724,000
Number of returns with contributions 100
Contributions amount $338,000
Number of returns with taxable income 580
Taxable income amount $23,413,000
Number of returns with income tax before credits 580
Income tax before credits amount $3,249,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 250
Total tax credits amount $409,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $24,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $54,000
Number of returns with retirement savings contribution credit 50
Retirement savings contribution credit amount $8,000
Number of returns with child tax credit 190
Child tax credit amount $312,000
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 $241,000
Number of returns with total tax payments 570
Total tax payments amount $4,251,000
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 $42,000
Number of returns with refundable education credit 30
Refundable education credit amount $27,000
Number of returns with income tax 550
Income tax amount [10] $2,840,000
Number of returns with tax liability 560
Total tax liability amount [11] $3,129,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 130
Tax due at time of filing amount [12] $297,000
Number of returns with overpayments refunded 440
Overpayments refunded amount [13] $1,381,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $40,000

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

Number of returns 470
Number of single returns 60
Number of joint returns 380
Number of head of household returns 30
Number of returns with paid preparer's signature 210
Number of exemptions 1,290
Number of dependents 440
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] 60
Number of elderly returns [4] 150
Adjust gross income (AGI) [5] $41,033,000
Number of returns with total income 470
Salaries and wages amount $41,506,000
Number of returns with salaries and wages 410
Salaries and wages amount $31,072
Number of returns with taxable interest 210
Taxable interest amount $163
Number of returns with ordinary dividends 90
Ordinary dividends amount $315,000
Number of returns with qualified dividends 90
Qualified dividends amount [6] $249
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 $1,605,000
Number of returns with net capital gain (less loss) 90
Net capital gain (less loss) amount $381,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $1,164,000
Number of returns with taxable pensions and annuities 140
Taxable pensions and annuities amount $4,616,000
Number of farm returns 40
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $151,000
Number of returns with taxable Social Security benefits 110
Taxable Social Security benefits amount $2,239,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $167,000
Number of returns with total statutory adjustments 190
Total statutory adjustments amount $473,000
Number of returns with educator expenses 40
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $315,000
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $107,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $90,000
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 180
Total itemized deductions amount $3,735,000
Amount of AGI for itemized returns $15,848,000
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 140
State and local general sales tax amount $252,000
Number of returns with real estate taxes 160
Real estate taxes amount $722,000
Number of returns with taxes paid 180
Taxes paid amount $1,037,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $1,004,000
Number of returns with contributions 130
Contributions amount $647,000
Number of returns with taxable income 470
Taxable income amount $28,462,000
Number of returns with income tax before credits 470
Income tax before credits amount $4,027,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 230
Total tax credits amount $455,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $40,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $71,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 180
Child tax credit amount $318,000
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 $225,000
Number of returns with total tax payments 470
Total tax payments amount $4,841,000
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 40
Refundable education credit amount $35,000
Number of returns with income tax 460
Income tax amount [10] $3,572,000
Number of returns with tax liability 470
Total tax liability amount [11] $3,857,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 110
Tax due at time of filing amount [12] $298,000
Number of returns with overpayments refunded 350
Overpayments refunded amount [13] $1,238,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 850
Number of single returns 50
Number of joint returns 780
Number of head of household returns 20
Number of returns with paid preparer's signature 420
Number of exemptions 2,570
Number of dependents 950
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] 80
Number of elderly returns [4] 220
Adjust gross income (AGI) [5] $114,594,000
Number of returns with total income 850
Salaries and wages amount $115,758,000
Number of returns with salaries and wages 780
Salaries and wages amount $90,741
Number of returns with taxable interest 480
Taxable interest amount $299
Number of returns with ordinary dividends 250
Ordinary dividends amount $894,000
Number of returns with qualified dividends 240
Qualified dividends amount [6] $663
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $20
Number of returns with business or professional net income (less loss) 210
Business or professional net income (less loss) amount $3,624,000
Number of returns with net capital gain (less loss) 230
Net capital gain (less loss) amount $2,336,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $3,097,000
Number of returns with taxable pensions and annuities 250
Taxable pensions and annuities amount $8,830,000
Number of farm returns 70
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 160
Taxable Social Security benefits amount $3,296,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $1,484,000
Number of returns with total statutory adjustments 340
Total statutory adjustments amount $1,164,000
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 30
Self-employment health insurance deduction amount $318,000
Number of returns with IRA payments 30
IRA payments amount $162,000
Number of returns with student loan interest deduction 140
Student loan interest deduction amount $169,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $58,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 480
Total itemized deductions amount $11,708,000
Amount of AGI for itemized returns $67,800,000
Number of returns with State and local income taxes 50
State and local income taxes amount $349,000
Number of returns with State and local general sales tax 410
State and local general sales tax amount $1,019,000
Number of returns with real estate taxes 460
Real estate taxes amount $2,617,000
Number of returns with taxes paid 480
Taxes paid amount $3,898,000
Number of returns with mortgage interest paid 430
Mortgage interest paid amount $3,280,000
Number of returns with contributions 390
Contributions amount $2,504,000
Number of returns with taxable income 850
Taxable income amount $87,821,000
Number of returns with income tax before credits 850
Income tax before credits amount $14,885,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 420
Total tax credits amount $644,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $93,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $154,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 230
Child tax credit amount $324,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $31,000
Number of returns with self-employment tax 140
Self-employment tax amount $626,000
Number of returns with total tax payments 840
Total tax payments amount $15,950,000
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 110
Refundable education credit amount $94,000
Number of returns with income tax 840
Income tax amount [10] $14,241,000
Number of returns with tax liability 840
Total tax liability amount [11] $14,992,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 310
Tax due at time of filing amount [12] $1,433,000
Number of returns with overpayments refunded 530
Overpayments refunded amount [13] $2,196,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $179,000

Adjusted Gross Income: $200,000 or more

Number of returns 190
Number of single returns 0
Number of joint returns 170
Number of head of household returns 0
Number of returns with paid preparer's signature 130
Number of exemptions 560
Number of dependents 200
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] 60
Adjust gross income (AGI) [5] $70,364,000
Number of returns with total income 190
Salaries and wages amount $71,386,000
Number of returns with salaries and wages 170
Salaries and wages amount $39,989
Number of returns with taxable interest 150
Taxable interest amount $378
Number of returns with ordinary dividends 90
Ordinary dividends amount $864,000
Number of returns with qualified dividends 90
Qualified dividends amount [6] $652
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) 60
Business or professional net income (less loss) amount $2,889,000
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $9,599,000
Number of returns with taxable individual retirement arrangements distributions 20
Taxable individual retirement arrangements distributions amount $745,000
Number of returns with taxable pensions and annuities 60
Taxable pensions and annuities amount $2,823,000
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 30
Taxable Social Security benefits amount $819,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $9,680,000
Number of returns with total statutory adjustments 80
Total statutory adjustments amount $1,022,000
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 20
Self-employment health insurance deduction amount $224,000
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 150
Total itemized deductions amount $5,536,000
Amount of AGI for itemized returns $50,195,000
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 130
State and local general sales tax amount $414,000
Number of returns with real estate taxes 150
Real estate taxes amount $1,162,000
Number of returns with taxes paid 150
Taxes paid amount $1,748,000
Number of returns with mortgage interest paid 120
Mortgage interest paid amount $1,362,000
Number of returns with contributions 130
Contributions amount $1,958,000
Number of returns with taxable income 190
Taxable income amount $62,712,000
Number of returns with income tax before credits 190
Income tax before credits amount $16,484,000
Number of returns with alternative minimum tax 60
Alternative minimum tax amount $230,000
Number of returns with total tax credits 60
Total tax credits amount $87,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $11,000
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 50
Self-employment tax amount $378,000
Number of returns with total tax payments 190
Total tax payments amount $15,364,000
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 190
Income tax amount [10] $16,397,000
Number of returns with tax liability 190
Total tax liability amount [11] $17,207,000
Number of returns with net investment income tax 90
Net investment income tax $171,000
Number of returns with tax due at time of filing 90
Tax due at time of filing amount [12] $2,985,000
Number of returns with overpayments refunded 80
Overpayments refunded amount [13] $780,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $331,000

[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.