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ZIP Code Database - Facts & Stats

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ZIP Code 77027 Income Tax Stats

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

ZIP Code 77027 Data

Zip Code:77027
City:Houston
State:TX [Texas]
Counties: HARRIS, TX
City Alias(es):Houston
Area Code:713 / 832 / 281 / 346
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


77027 Income Tax Overview

Total Number of Tax Returns for ZIP Code 77027 [1] 10,320
Total Number of Single Tax Returns for ZIP Code 77027 1,940
Total Number of Joint Tax Returns for ZIP Code 77027 3,090
Total Number of Dependents for ZIP Code 77027 3,010
Total Adjusted Gross Income for ZIP Code 77027 $3,677,564,000
Average Income per Person for ZIP Code 77027 $256,616
Average Income per Household for ZIP Code 77027 $356,353

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 1,860
Number of single returns 1,570
Number of joint returns 130
Number of head of household returns 130
Number of returns with paid preparer's signature 890
Number of exemptions 1,880
Number of dependents 240
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] 180
Number of elderly returns [4] 330
Adjust gross income (AGI) [5] $22,343,000
Number of returns with total income 1,860
Salaries and wages amount $23,421,000
Number of returns with salaries and wages 1,250
Salaries and wages amount $17,523
Number of returns with taxable interest 410
Taxable interest amount $333
Number of returns with ordinary dividends 410
Ordinary dividends amount $1,868,000
Number of returns with qualified dividends 380
Qualified dividends amount [6] $1,085
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) 530
Business or professional net income (less loss) amount $2,422,000
Number of returns with net capital gain (less loss) 360
Net capital gain (less loss) amount $825,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $676,000
Number of returns with taxable pensions and annuities 130
Taxable pensions and annuities amount $1,093,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $295,000
Number of returns with taxable Social Security benefits 80
Taxable Social Security benefits amount $211,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount ($1,541,000)
Number of returns with total statutory adjustments 590
Total statutory adjustments amount $1,078,000
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 70
Self-employment health insurance deduction amount $288,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $119,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $110,000
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $5,000
Number of returns with itemized deductions 220
Total itemized deductions amount $5,215,000
Amount of AGI for itemized returns $2,905,000
Number of returns with State and local income taxes 20
State and local income taxes amount $35,000
Number of returns with State and local general sales tax 150
State and local general sales tax amount $143,000
Number of returns with real estate taxes 110
Real estate taxes amount $1,154,000
Number of returns with taxes paid 180
Taxes paid amount $1,326,000
Number of returns with mortgage interest paid 70
Mortgage interest paid amount $630,000
Number of returns with contributions 110
Contributions amount $234,000
Number of returns with taxable income 950
Taxable income amount $6,393,000
Number of returns with income tax before credits 890
Income tax before credits amount $692,000
Number of returns with alternative minimum tax 20
Alternative minimum tax amount $31,000
Number of returns with total tax credits 280
Total tax credits amount $113,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $84,000
Number of returns with retirement savings contribution credit 80
Retirement savings contribution credit amount $13,000
Number of returns with child tax credit 20
Child tax credit amount $7,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 420
Self-employment tax amount $582,000
Number of returns with total tax payments 1,500
Total tax payments amount $3,404,000
Number of returns with earned income credit 440
Earned income credit amount [8] $546,000
Number of returns with excess earned income credit 310
Excess earned income credit (refundable) amount [9] $397,000
Number of returns with additional child tax credit 110
Additional child tax credit amount $118,000
Number of returns with refundable education credit 140
Refundable education credit amount $135,000
Number of returns with income tax 760
Income tax amount [10] $577,000
Number of returns with tax liability 1,050
Total tax liability amount [11] $1,233,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 370
Tax due at time of filing amount [12] $448,000
Number of returns with overpayments refunded 1,190
Overpayments refunded amount [13] $2,127,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $182,000

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

Number of returns 1,710
Number of single returns 1,380
Number of joint returns 150
Number of head of household returns 140
Number of returns with paid preparer's signature 590
Number of exemptions 2,140
Number of dependents 310
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] 270
Number of elderly returns [4] 200
Adjust gross income (AGI) [5] $64,851,000
Number of returns with total income 1,710
Salaries and wages amount $66,423,000
Number of returns with salaries and wages 1,500
Salaries and wages amount $56,094
Number of returns with taxable interest 290
Taxable interest amount $383
Number of returns with ordinary dividends 270
Ordinary dividends amount $1,448,000
Number of returns with qualified dividends 250
Qualified dividends amount [6] $1,016
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) 320
Business or professional net income (less loss) amount $3,202,000
Number of returns with net capital gain (less loss) 240
Net capital gain (less loss) amount $1,343,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $978,000
Number of returns with taxable pensions and annuities 110
Taxable pensions and annuities amount $1,503,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $450,000
Number of returns with taxable Social Security benefits 110
Taxable Social Security benefits amount $762,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $407,000
Number of returns with total statutory adjustments 670
Total statutory adjustments amount $1,572,000
Number of returns with educator expenses 70
Educator expenses amount $18,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $308,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $271,000
Number of returns with IRA payments 60
IRA payments amount $204,000
Number of returns with student loan interest deduction 370
Student loan interest deduction amount $431,000
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 300
Total itemized deductions amount $6,942,000
Amount of AGI for itemized returns $11,271,000
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 220
State and local general sales tax amount $278,000
Number of returns with real estate taxes 130
Real estate taxes amount $1,297,000
Number of returns with taxes paid 260
Taxes paid amount $1,767,000
Number of returns with mortgage interest paid 80
Mortgage interest paid amount $642,000
Number of returns with contributions 200
Contributions amount $707,000
Number of returns with taxable income 1,650
Taxable income amount $40,853,000
Number of returns with income tax before credits 1,630
Income tax before credits amount $5,301,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 430
Total tax credits amount $367,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $25,000
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $217,000
Number of returns with retirement savings contribution credit 100
Retirement savings contribution credit amount $15,000
Number of returns with child tax credit 110
Child tax credit amount $100,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $6,000
Number of returns with self-employment tax 220
Self-employment tax amount $674,000
Number of returns with total tax payments 1,620
Total tax payments amount $7,855,000
Number of returns with earned income credit 110
Earned income credit amount [8] $194,000
Number of returns with excess earned income credit 80
Excess earned income credit (refundable) amount [9] $141,000
Number of returns with additional child tax credit 80
Additional child tax credit amount $101,000
Number of returns with refundable education credit 90
Refundable education credit amount $81,000
Number of returns with income tax 1,530
Income tax amount [10] $4,934,000
Number of returns with tax liability 1,580
Total tax liability amount [11] $5,702,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 330
Tax due at time of filing amount [12] $782,000
Number of returns with overpayments refunded 1,320
Overpayments refunded amount [13] $2,789,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $116,000

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

Number of returns 1,610
Number of single returns 1,270
Number of joint returns 190
Number of head of household returns 100
Number of returns with paid preparer's signature 570
Number of exemptions 2,030
Number of dependents 240
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] 230
Number of elderly returns [4] 210
Adjust gross income (AGI) [5] $98,950,000
Number of returns with total income 1,610
Salaries and wages amount $100,433,000
Number of returns with salaries and wages 1,450
Salaries and wages amount $86,471
Number of returns with taxable interest 380
Taxable interest amount $568
Number of returns with ordinary dividends 360
Ordinary dividends amount $2,269,000
Number of returns with qualified dividends 340
Qualified dividends amount [6] $1,742
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $48
Number of returns with business or professional net income (less loss) 250
Business or professional net income (less loss) amount $2,325,000
Number of returns with net capital gain (less loss) 340
Net capital gain (less loss) amount $2,009,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $2,068,000
Number of returns with taxable pensions and annuities 140
Taxable pensions and annuities amount $2,307,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $338,000
Number of returns with taxable Social Security benefits 140
Taxable Social Security benefits amount $2,160,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $446,000
Number of returns with total statutory adjustments 640
Total statutory adjustments amount $1,483,000
Number of returns with educator expenses 70
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 50
Self-employment health insurance deduction amount $281,000
Number of returns with IRA payments 40
IRA payments amount $124,000
Number of returns with student loan interest deduction 390
Student loan interest deduction amount $462,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $62,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 370
Total itemized deductions amount $9,042,000
Amount of AGI for itemized returns $23,333,000
Number of returns with State and local income taxes 40
State and local income taxes amount $110,000
Number of returns with State and local general sales tax 270
State and local general sales tax amount $464,000
Number of returns with real estate taxes 190
Real estate taxes amount $1,685,000
Number of returns with taxes paid 330
Taxes paid amount $2,324,000
Number of returns with mortgage interest paid 120
Mortgage interest paid amount $844,000
Number of returns with contributions 250
Contributions amount $1,169,000
Number of returns with taxable income 1,590
Taxable income amount $73,674,000
Number of returns with income tax before credits 1,570
Income tax before credits amount $11,480,000
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 $338,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $37,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $23,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $123,000
Number of returns with retirement savings contribution credit 30
Retirement savings contribution credit amount $4,000
Number of returns with child tax credit 100
Child tax credit amount $129,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 160
Self-employment tax amount $471,000
Number of returns with total tax payments 1,560
Total tax payments amount $14,540,000
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 20
Additional child tax credit amount $28,000
Number of returns with refundable education credit 50
Refundable education credit amount $44,000
Number of returns with income tax 1,560
Income tax amount [10] $11,142,000
Number of returns with tax liability 1,570
Total tax liability amount [11] $11,705,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 360
Tax due at time of filing amount [12] $969,000
Number of returns with overpayments refunded 1,190
Overpayments refunded amount [13] $3,259,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $522,000

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

Number of returns 1,040
Number of single returns 770
Number of joint returns 200
Number of head of household returns 50
Number of returns with paid preparer's signature 440
Number of exemptions 1,410
Number of dependents 180
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] 210
Adjust gross income (AGI) [5] $89,570,000
Number of returns with total income 1,040
Salaries and wages amount $90,905,000
Number of returns with salaries and wages 880
Salaries and wages amount $71,189
Number of returns with taxable interest 360
Taxable interest amount $1,086
Number of returns with ordinary dividends 330
Ordinary dividends amount $2,910,000
Number of returns with qualified dividends 310
Qualified dividends amount [6] $2,140
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) 180
Business or professional net income (less loss) amount $3,321,000
Number of returns with net capital gain (less loss) 310
Net capital gain (less loss) amount $2,411,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $2,656,000
Number of returns with taxable pensions and annuities 120
Taxable pensions and annuities amount $2,962,000
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 130
Taxable Social Security benefits amount $2,513,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $1,064,000
Number of returns with total statutory adjustments 280
Total statutory adjustments amount $1,335,000
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 40
Self-employment health insurance deduction amount $283,000
Number of returns with IRA payments 20
IRA payments amount $132,000
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $70,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $56,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 340
Total itemized deductions amount $10,393,000
Amount of AGI for itemized returns $29,892,000
Number of returns with State and local income taxes 30
State and local income taxes amount $184,000
Number of returns with State and local general sales tax 270
State and local general sales tax amount $481,000
Number of returns with real estate taxes 210
Real estate taxes amount $2,257,000
Number of returns with taxes paid 320
Taxes paid amount $3,008,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $1,244,000
Number of returns with contributions 270
Contributions amount $1,281,000
Number of returns with taxable income 1,020
Taxable income amount $69,560,000
Number of returns with income tax before credits 1,010
Income tax before credits amount $12,204,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 240
Total tax credits amount $203,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $24,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $13,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $40,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 70
Child tax credit amount $95,000
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 $703,000
Number of returns with total tax payments 1,000
Total tax payments amount $14,352,000
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 20
Refundable education credit amount $16,000
Number of returns with income tax 1,010
Income tax amount [10] $12,001,000
Number of returns with tax liability 1,020
Total tax liability amount [11] $12,824,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 290
Tax due at time of filing amount [12] $1,201,000
Number of returns with overpayments refunded 670
Overpayments refunded amount [13] $2,219,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $478,000

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

Number of returns 1,740
Number of single returns 890
Number of joint returns 730
Number of head of household returns 90
Number of returns with paid preparer's signature 960
Number of exemptions 2,940
Number of dependents 480
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] 130
Number of elderly returns [4] 510
Adjust gross income (AGI) [5] $242,901,000
Number of returns with total income 1,740
Salaries and wages amount $246,912,000
Number of returns with salaries and wages 1,400
Salaries and wages amount $171,403
Number of returns with taxable interest 940
Taxable interest amount $3,071
Number of returns with ordinary dividends 840
Ordinary dividends amount $12,169,000
Number of returns with qualified dividends 790
Qualified dividends amount [6] $9,137
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $87
Number of returns with business or professional net income (less loss) 390
Business or professional net income (less loss) amount $12,199,000
Number of returns with net capital gain (less loss) 800
Net capital gain (less loss) amount $12,974,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $10,436,000
Number of returns with taxable pensions and annuities 300
Taxable pensions and annuities amount $8,528,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $223,000
Number of returns with taxable Social Security benefits 350
Taxable Social Security benefits amount $9,022,000
Number of returns with partnership/S-corp net income (less loss) 350
Partnership/S-corp net income (less loss) amount $3,514,000
Number of returns with total statutory adjustments 560
Total statutory adjustments amount $4,011,000
Number of returns with educator expenses 40
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $792,000
Number of returns with self-employment health insurance deduction 130
Self-employment health insurance deduction amount $1,052,000
Number of returns with IRA payments 50
IRA payments amount $317,000
Number of returns with student loan interest deduction 90
Student loan interest deduction amount $126,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $46,000
Number of returns with itemized deductions 890
Total itemized deductions amount $34,044,000
Amount of AGI for itemized returns $128,719,000
Number of returns with State and local income taxes 90
State and local income taxes amount $807,000
Number of returns with State and local general sales tax 720
State and local general sales tax amount $1,527,000
Number of returns with real estate taxes 660
Real estate taxes amount $9,124,000
Number of returns with taxes paid 860
Taxes paid amount $11,593,000
Number of returns with mortgage interest paid 460
Mortgage interest paid amount $5,096,000
Number of returns with contributions 720
Contributions amount $4,901,000
Number of returns with taxable income 1,710
Taxable income amount $191,987,000
Number of returns with income tax before credits 1,700
Income tax before credits amount $37,162,000
Number of returns with alternative minimum tax 130
Alternative minimum tax amount $500,000
Number of returns with total tax credits 540
Total tax credits amount $690,000
Number of returns with foreign tax credit 400
Foreign tax credit amount $400,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $28,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $53,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 50
Child tax credit amount $60,000
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 $1,979,000
Number of returns with total tax payments 1,690
Total tax payments amount $43,951,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 30
Refundable education credit amount $27,000
Number of returns with income tax 1,700
Income tax amount [10] $36,472,000
Number of returns with tax liability 1,710
Total tax liability amount [11] $38,806,000
Number of returns with net investment income tax 70
Net investment income tax $287,000
Number of returns with tax due at time of filing 630
Tax due at time of filing amount [12] $4,189,000
Number of returns with overpayments refunded 930
Overpayments refunded amount [13] $6,419,000
Number of returns with credit to next year’s estimated tax 200
Credited to next year’s estimated tax amount $2,874,000

Adjusted Gross Income: $200,000 or more

Number of returns 2,360
Number of single returns 540
Number of joint returns 1,690
Number of head of household returns 90
Number of returns with paid preparer's signature 1,870
Number of exemptions 5,610
Number of dependents 1,560
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] 1,000
Adjust gross income (AGI) [5] $3,158,949,000
Number of returns with total income 2,360
Salaries and wages amount $3,207,968,000
Number of returns with salaries and wages 1,820
Salaries and wages amount $850,727
Number of returns with taxable interest 2,020
Taxable interest amount $96,282
Number of returns with ordinary dividends 1,880
Ordinary dividends amount $264,320,000
Number of returns with qualified dividends 1,820
Qualified dividends amount [6] $201,677
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $1,496
Number of returns with business or professional net income (less loss) 800
Business or professional net income (less loss) amount $101,206,000
Number of returns with net capital gain (less loss) 1,870
Net capital gain (less loss) amount $974,613,000
Number of returns with taxable individual retirement arrangements distributions 540
Taxable individual retirement arrangements distributions amount $38,869,000
Number of returns with taxable pensions and annuities 420
Taxable pensions and annuities amount $25,849,000
Number of farm returns 70
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $172,000
Number of returns with taxable Social Security benefits 600
Taxable Social Security benefits amount $17,899,000
Number of returns with partnership/S-corp net income (less loss) 1,350
Partnership/S-corp net income (less loss) amount $655,228,000
Number of returns with total statutory adjustments 1,080
Total statutory adjustments amount $49,019,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 270
Self-employment retirement plans amount $13,888,000
Number of returns with self-employment health insurance deduction 410
Self-employment health insurance deduction amount $5,710,000
Number of returns with IRA payments 50
IRA payments amount $404,000
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 180
Domestic production activities deduction amount $8,247,000
Number of returns with itemized deductions 1,970
Total itemized deductions amount $239,510,000
Amount of AGI for itemized returns $2,916,239,000
Number of returns with State and local income taxes 230
State and local income taxes amount $11,248,000
Number of returns with State and local general sales tax 1,670
State and local general sales tax amount $8,070,000
Number of returns with real estate taxes 1,800
Real estate taxes amount $58,148,000
Number of returns with taxes paid 1,960
Taxes paid amount $78,565,000
Number of returns with mortgage interest paid 1,260
Mortgage interest paid amount $25,370,000
Number of returns with contributions 1,820
Contributions amount $90,988,000
Number of returns with taxable income 2,340
Taxable income amount $2,358,574,000
Number of returns with income tax before credits 2,340
Income tax before credits amount $677,721,000
Number of returns with alternative minimum tax 1,050
Alternative minimum tax amount $18,169,000
Number of returns with total tax credits 1,390
Total tax credits amount $15,922,000
Number of returns with foreign tax credit 1,220
Foreign tax credit amount $14,376,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $81,000
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 20
Residential energy tax credit amount $50,000
Number of returns with self-employment tax 820
Self-employment tax amount $14,834,000
Number of returns with total tax payments 2,320
Total tax payments amount $877,705,000
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 2,340
Income tax amount [10] $638,352,000
Number of returns with tax liability 2,360
Total tax liability amount [11] $710,349,000
Number of returns with net investment income tax 1,750
Net investment income tax $29,954,000
Number of returns with tax due at time of filing 1,060
Tax due at time of filing amount [12] $53,420,000
Number of returns with overpayments refunded 640
Overpayments refunded amount [13] $21,104,000
Number of returns with credit to next year’s estimated tax 740
Credited to next year’s estimated tax amount $198,731,000

[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.