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ZIP Code Database - Facts & Stats

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ZIP Code 77035 Income Tax Stats

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

ZIP Code 77035 Data

Zip Code:77035
City:Houston
State:TX [Texas]
Counties: HARRIS, TX
City Alias(es):Houston
Area Code:713
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


77035 Income Tax Overview

Total Number of Tax Returns for ZIP Code 77035 [1] 14,920
Total Number of Single Tax Returns for ZIP Code 77035 3,770
Total Number of Joint Tax Returns for ZIP Code 77035 4,150
Total Number of Dependents for ZIP Code 77035 11,650
Total Adjusted Gross Income for ZIP Code 77035 $779,714,000
Average Income per Person for ZIP Code 77035 $21,721
Average Income per Household for ZIP Code 77035 $52,260

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 6,810
Number of single returns 3,740
Number of joint returns 760
Number of head of household returns 2,230
Number of returns with paid preparer's signature 4,080
Number of exemptions 12,300
Number of dependents 5,360
Total number of volunteer prepared returns [5] 370
Number of volunteer income tax assistance (VITA) prepared returns [3] 290
Number of tax counseling for the elderly (TCE) prepared returns [3] 90
Number of volunteer prepared returns with Earned Income Credit 90
Number of refund anticipation check returns [3] 2,050
Number of elderly returns [4] 890
Adjust gross income (AGI) [5] $89,402,000
Number of returns with total income 6,810
Salaries and wages amount $91,252,000
Number of returns with salaries and wages 5,270
Salaries and wages amount $72,213
Number of returns with taxable interest 390
Taxable interest amount $179
Number of returns with ordinary dividends 290
Ordinary dividends amount $690,000
Number of returns with qualified dividends 250
Qualified dividends amount [6] $482
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) 2,260
Business or professional net income (less loss) amount $12,374,000
Number of returns with net capital gain (less loss) 240
Net capital gain (less loss) amount $238,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $1,265,000
Number of returns with taxable pensions and annuities 410
Taxable pensions and annuities amount $3,115,000
Number of farm returns 0
Number of returns with unemployment compensation 200
Unemployment compensation amount [7] $695,000
Number of returns with taxable Social Security benefits 150
Taxable Social Security benefits amount $312,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $137,000
Number of returns with total statutory adjustments 1,920
Total statutory adjustments amount $1,850,000
Number of returns with educator expenses 30
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 50
Self-employment health insurance deduction amount $156,000
Number of returns with IRA payments 30
IRA payments amount $84,000
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $96,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $82,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 390
Total itemized deductions amount $7,023,000
Amount of AGI for itemized returns $6,261,000
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 250
State and local general sales tax amount $257,000
Number of returns with real estate taxes 130
Real estate taxes amount $490,000
Number of returns with taxes paid 290
Taxes paid amount $822,000
Number of returns with mortgage interest paid 80
Mortgage interest paid amount $499,000
Number of returns with contributions 170
Contributions amount $523,000
Number of returns with taxable income 2,310
Taxable income amount $12,495,000
Number of returns with income tax before credits 2,330
Income tax before credits amount $1,317,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 800
Total tax credits amount $264,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $0
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $16,000
Number of returns with nonrefundable education credit 230
Nonrefundable education credit amount $119,000
Number of returns with retirement savings contribution credit 210
Retirement savings contribution credit amount $40,000
Number of returns with child tax credit 280
Child tax credit amount $82,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,740
Self-employment tax amount $2,449,000
Number of returns with total tax payments 6,210
Total tax payments amount $20,298,000
Number of returns with earned income credit 3,390
Earned income credit amount [8] $10,814,000
Number of returns with excess earned income credit 3,050
Excess earned income credit (refundable) amount [9] $9,143,000
Number of returns with additional child tax credit 2,460
Additional child tax credit amount $3,400,000
Number of returns with refundable education credit 560
Refundable education credit amount $520,000
Number of returns with income tax 1,750
Income tax amount [10] $1,054,000
Number of returns with tax liability 3,440
Total tax liability amount [11] $3,661,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 820
Tax due at time of filing amount [12] $716,000
Number of returns with overpayments refunded 5,710
Overpayments refunded amount [13] $17,275,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 3,710
Number of single returns 1,650
Number of joint returns 970
Number of head of household returns 1,010
Number of returns with paid preparer's signature 2,070
Number of exemptions 7,910
Number of dependents 3,250
Total number of volunteer prepared returns [5] 210
Number of volunteer income tax assistance (VITA) prepared returns [3] 170
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 40
Number of refund anticipation check returns [3] 1,070
Number of elderly returns [4] 660
Adjust gross income (AGI) [5] $132,167,000
Number of returns with total income 3,710
Salaries and wages amount $133,552,000
Number of returns with salaries and wages 3,350
Salaries and wages amount $115,163
Number of returns with taxable interest 350
Taxable interest amount $263
Number of returns with ordinary dividends 290
Ordinary dividends amount $1,140,000
Number of returns with qualified dividends 260
Qualified dividends amount [6] $954
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) 650
Business or professional net income (less loss) amount $4,022,000
Number of returns with net capital gain (less loss) 220
Net capital gain (less loss) amount $555,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $1,994,000
Number of returns with taxable pensions and annuities 410
Taxable pensions and annuities amount $6,393,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $622,000
Number of returns with taxable Social Security benefits 350
Taxable Social Security benefits amount $2,417,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $421,000
Number of returns with total statutory adjustments 720
Total statutory adjustments amount $1,385,000
Number of returns with educator expenses 70
Educator expenses amount $18,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $240,000
Number of returns with IRA payments 40
IRA payments amount $157,000
Number of returns with student loan interest deduction 260
Student loan interest deduction amount $251,000
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 830
Total itemized deductions amount $16,566,000
Amount of AGI for itemized returns $31,072,000
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 610
State and local general sales tax amount $829,000
Number of returns with real estate taxes 330
Real estate taxes amount $1,333,000
Number of returns with taxes paid 690
Taxes paid amount $2,384,000
Number of returns with mortgage interest paid 260
Mortgage interest paid amount $1,390,000
Number of returns with contributions 510
Contributions amount $1,778,000
Number of returns with taxable income 3,430
Taxable income amount $59,879,000
Number of returns with income tax before credits 3,430
Income tax before credits amount $7,231,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,660
Total tax credits amount $1,421,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 200
Child and dependent care credit amount $125,000
Number of returns with nonrefundable education credit 300
Nonrefundable education credit amount $307,000
Number of returns with retirement savings contribution credit 480
Retirement savings contribution credit amount $94,000
Number of returns with child tax credit 1,030
Child tax credit amount $865,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $20,000
Number of returns with self-employment tax 370
Self-employment tax amount $956,000
Number of returns with total tax payments 3,610
Total tax payments amount $15,957,000
Number of returns with earned income credit 1,010
Earned income credit amount [8] $2,279,000
Number of returns with excess earned income credit 850
Excess earned income credit (refundable) amount [9] $1,903,000
Number of returns with additional child tax credit 970
Additional child tax credit amount $1,448,000
Number of returns with refundable education credit 260
Refundable education credit amount $234,000
Number of returns with income tax 2,560
Income tax amount [10] $5,811,000
Number of returns with tax liability 2,780
Total tax liability amount [11] $6,989,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 550
Tax due at time of filing amount [12] $1,090,000
Number of returns with overpayments refunded 3,130
Overpayments refunded amount [13] $9,923,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $63,000

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

Number of returns 1,540
Number of single returns 730
Number of joint returns 520
Number of head of household returns 230
Number of returns with paid preparer's signature 780
Number of exemptions 3,060
Number of dependents 1,000
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] 270
Number of elderly returns [4] 430
Adjust gross income (AGI) [5] $93,822,000
Number of returns with total income 1,540
Salaries and wages amount $94,826,000
Number of returns with salaries and wages 1,350
Salaries and wages amount $76,072
Number of returns with taxable interest 370
Taxable interest amount $316
Number of returns with ordinary dividends 270
Ordinary dividends amount $1,117,000
Number of returns with qualified dividends 250
Qualified dividends amount [6] $878
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) 290
Business or professional net income (less loss) amount $2,812,000
Number of returns with net capital gain (less loss) 240
Net capital gain (less loss) amount $728,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $2,420,000
Number of returns with taxable pensions and annuities 280
Taxable pensions and annuities amount $6,584,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $282,000
Number of returns with taxable Social Security benefits 240
Taxable Social Security benefits amount $3,551,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $648,000
Number of returns with total statutory adjustments 440
Total statutory adjustments amount $1,004,000
Number of returns with educator expenses 80
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 30
Self-employment health insurance deduction amount $171,000
Number of returns with IRA payments 30
IRA payments amount $146,000
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $200,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $48,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 610
Total itemized deductions amount $14,118,000
Amount of AGI for itemized returns $37,748,000
Number of returns with State and local income taxes 40
State and local income taxes amount $75,000
Number of returns with State and local general sales tax 440
State and local general sales tax amount $680,000
Number of returns with real estate taxes 380
Real estate taxes amount $1,674,000
Number of returns with taxes paid 540
Taxes paid amount $2,518,000
Number of returns with mortgage interest paid 320
Mortgage interest paid amount $1,825,000
Number of returns with contributions 430
Contributions amount $1,716,000
Number of returns with taxable income 1,500
Taxable income amount $60,087,000
Number of returns with income tax before credits 1,500
Income tax before credits amount $8,673,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 560
Total tax credits amount $748,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $46,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $154,000
Number of returns with retirement savings contribution credit 70
Retirement savings contribution credit amount $11,000
Number of returns with child tax credit 360
Child tax credit amount $513,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $15,000
Number of returns with self-employment tax 190
Self-employment tax amount $572,000
Number of returns with total tax payments 1,500
Total tax payments amount $11,291,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 100
Additional child tax credit amount $133,000
Number of returns with refundable education credit 80
Refundable education credit amount $79,000
Number of returns with income tax 1,420
Income tax amount [10] $7,925,000
Number of returns with tax liability 1,460
Total tax liability amount [11] $8,701,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 350
Tax due at time of filing amount [12] $1,010,000
Number of returns with overpayments refunded 1,160
Overpayments refunded amount [13] $3,575,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $40,000

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

Number of returns 810
Number of single returns 340
Number of joint returns 370
Number of head of household returns 90
Number of returns with paid preparer's signature 370
Number of exemptions 1,620
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] 90
Number of elderly returns [4] 280
Adjust gross income (AGI) [5] $70,598,000
Number of returns with total income 810
Salaries and wages amount $71,392,000
Number of returns with salaries and wages 710
Salaries and wages amount $54,776
Number of returns with taxable interest 290
Taxable interest amount $275
Number of returns with ordinary dividends 220
Ordinary dividends amount $1,147,000
Number of returns with qualified dividends 200
Qualified dividends amount [6] $887
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $32
Number of returns with business or professional net income (less loss) 160
Business or professional net income (less loss) amount $2,306,000
Number of returns with net capital gain (less loss) 200
Net capital gain (less loss) amount $777,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $2,747,000
Number of returns with taxable pensions and annuities 180
Taxable pensions and annuities amount $4,816,000
Number of farm returns 40
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $229,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $3,241,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $795,000
Number of returns with total statutory adjustments 250
Total statutory adjustments amount $794,000
Number of returns with educator expenses 40
Educator expenses amount $12,000
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 $193,000
Number of returns with IRA payments 30
IRA payments amount $114,000
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $72,000
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 400
Total itemized deductions amount $10,142,000
Amount of AGI for itemized returns $34,878,000
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 300
State and local general sales tax amount $549,000
Number of returns with real estate taxes 320
Real estate taxes amount $1,428,000
Number of returns with taxes paid 370
Taxes paid amount $2,098,000
Number of returns with mortgage interest paid 270
Mortgage interest paid amount $1,729,000
Number of returns with contributions 300
Contributions amount $1,425,000
Number of returns with taxable income 800
Taxable income amount $50,270,000
Number of returns with income tax before credits 790
Income tax before credits amount $8,006,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 280
Total tax credits amount $403,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $33,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $63,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 170
Child tax credit amount $262,000
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 $468,000
Number of returns with total tax payments 800
Total tax payments amount $9,738,000
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 $25,000
Number of returns with income tax 790
Income tax amount [10] $7,603,000
Number of returns with tax liability 790
Total tax liability amount [11] $8,168,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 200
Tax due at time of filing amount [12] $765,000
Number of returns with overpayments refunded 580
Overpayments refunded amount [13] $2,158,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $165,000

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

Number of returns 1,490
Number of single returns 320
Number of joint returns 1,070
Number of head of household returns 90
Number of returns with paid preparer's signature 690
Number of exemptions 3,630
Number of dependents 1,070
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 100
Number of elderly returns [4] 460
Adjust gross income (AGI) [5] $208,100,000
Number of returns with total income 1,490
Salaries and wages amount $210,525,000
Number of returns with salaries and wages 1,340
Salaries and wages amount $161,790
Number of returns with taxable interest 740
Taxable interest amount $856
Number of returns with ordinary dividends 630
Ordinary dividends amount $3,801,000
Number of returns with qualified dividends 600
Qualified dividends amount [6] $2,855
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) 360
Business or professional net income (less loss) amount $8,109,000
Number of returns with net capital gain (less loss) 570
Net capital gain (less loss) amount $4,425,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $7,800,000
Number of returns with taxable pensions and annuities 340
Taxable pensions and annuities amount $12,368,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $337,000
Number of returns with taxable Social Security benefits 260
Taxable Social Security benefits amount $6,414,000
Number of returns with partnership/S-corp net income (less loss) 200
Partnership/S-corp net income (less loss) amount $3,723,000
Number of returns with total statutory adjustments 570
Total statutory adjustments amount $2,425,000
Number of returns with educator expenses 100
Educator expenses amount $26,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $545,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $576,000
Number of returns with IRA payments 50
IRA payments amount $276,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $239,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $64,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 990
Total itemized deductions amount $29,180,000
Amount of AGI for itemized returns $141,131,000
Number of returns with State and local income taxes 40
State and local income taxes amount $386,000
Number of returns with State and local general sales tax 810
State and local general sales tax amount $1,833,000
Number of returns with real estate taxes 890
Real estate taxes amount $5,490,000
Number of returns with taxes paid 950
Taxes paid amount $7,615,000
Number of returns with mortgage interest paid 780
Mortgage interest paid amount $6,287,000
Number of returns with contributions 790
Contributions amount $4,262,000
Number of returns with taxable income 1,470
Taxable income amount $159,361,000
Number of returns with income tax before credits 1,470
Income tax before credits amount $28,663,000
Number of returns with alternative minimum tax 50
Alternative minimum tax amount $86,000
Number of returns with total tax credits 640
Total tax credits amount $677,000
Number of returns with foreign tax credit 240
Foreign tax credit amount $51,000
Number of returns with child and dependent care credit 220
Child and dependent care credit amount $123,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $100,000
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 $245,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $24,000
Number of returns with self-employment tax 270
Self-employment tax amount $1,294,000
Number of returns with total tax payments 1,480
Total tax payments amount $32,149,000
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 $54,000
Number of returns with income tax 1,460
Income tax amount [10] $27,986,000
Number of returns with tax liability 1,470
Total tax liability amount [11] $29,555,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 510
Tax due at time of filing amount [12] $2,477,000
Number of returns with overpayments refunded 910
Overpayments refunded amount [13] $4,574,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $459,000

Adjusted Gross Income: $200,000 or more

Number of returns 560
Number of single returns 80
Number of joint returns 460
Number of head of household returns 0
Number of returns with paid preparer's signature 320
Number of exemptions 1,550
Number of dependents 530
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] 170
Adjust gross income (AGI) [5] $185,625,000
Number of returns with total income 560
Salaries and wages amount $188,510,000
Number of returns with salaries and wages 500
Salaries and wages amount $116,468
Number of returns with taxable interest 410
Taxable interest amount $1,005
Number of returns with ordinary dividends 360
Ordinary dividends amount $3,539,000
Number of returns with qualified dividends 350
Qualified dividends amount [6] $2,592
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 150
Business or professional net income (less loss) amount $10,310,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $11,040,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $4,345,000
Number of returns with taxable pensions and annuities 120
Taxable pensions and annuities amount $8,310,000
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 90
Taxable Social Security benefits amount $2,690,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $20,394,000
Number of returns with total statutory adjustments 180
Total statutory adjustments amount $2,885,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $1,205,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $562,000
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 430
Total itemized deductions amount $19,181,000
Amount of AGI for itemized returns $144,423,000
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 390
State and local general sales tax amount $1,328,000
Number of returns with real estate taxes 420
Real estate taxes amount $3,501,000
Number of returns with taxes paid 430
Taxes paid amount $5,117,000
Number of returns with mortgage interest paid 340
Mortgage interest paid amount $3,078,000
Number of returns with contributions 370
Contributions amount $3,734,000
Number of returns with taxable income 560
Taxable income amount $160,170,000
Number of returns with income tax before credits 550
Income tax before credits amount $38,813,000
Number of returns with alternative minimum tax 150
Alternative minimum tax amount $441,000
Number of returns with total tax credits 260
Total tax credits amount $525,000
Number of returns with foreign tax credit 170
Foreign tax credit amount $205,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $49,000
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 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 140
Self-employment tax amount $1,244,000
Number of returns with total tax payments 550
Total tax payments amount $39,843,000
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 550
Income tax amount [10] $38,288,000
Number of returns with tax liability 560
Total tax liability amount [11] $40,781,000
Number of returns with net investment income tax 300
Net investment income tax $418,000
Number of returns with tax due at time of filing 260
Tax due at time of filing amount [12] $5,236,000
Number of returns with overpayments refunded 250
Overpayments refunded amount [13] $2,844,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $1,405,000

[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.