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ZIP Code Database - Facts & Stats

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ZIP Code 77064 Income Tax Stats

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

ZIP Code 77064 Data

Zip Code:77064
City:Houston
State:TX [Texas]
Counties: HARRIS, TX
City Alias(es):Houston
Area Code:346 / 832
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


77064 Income Tax Overview

Total Number of Tax Returns for ZIP Code 77064 [1] 22,330
Total Number of Single Tax Returns for ZIP Code 77064 7,310
Total Number of Joint Tax Returns for ZIP Code 77064 7,840
Total Number of Dependents for ZIP Code 77064 16,710
Total Adjusted Gross Income for ZIP Code 77064 $1,256,595,000
Average Income per Person for ZIP Code 77064 $27,408
Average Income per Household for ZIP Code 77064 $56,274

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 8,010
Number of single returns 5,240
Number of joint returns 1,150
Number of head of household returns 1,550
Number of returns with paid preparer's signature 4,040
Number of exemptions 12,030
Number of dependents 4,370
Total number of volunteer prepared returns [5] 260
Number of volunteer income tax assistance (VITA) prepared returns [3] 150
Number of tax counseling for the elderly (TCE) prepared returns [3] 110
Number of volunteer prepared returns with Earned Income Credit 60
Number of refund anticipation check returns [3] 1,480
Number of elderly returns [4] 1,010
Adjust gross income (AGI) [5] $102,028,000
Number of returns with total income 8,010
Salaries and wages amount $104,297,000
Number of returns with salaries and wages 6,140
Salaries and wages amount $81,641
Number of returns with taxable interest 550
Taxable interest amount $351
Number of returns with ordinary dividends 310
Ordinary dividends amount $428,000
Number of returns with qualified dividends 270
Qualified dividends amount [6] $292
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) 2,440
Business or professional net income (less loss) amount $15,230,000
Number of returns with net capital gain (less loss) 250
Net capital gain (less loss) amount $358,000
Number of returns with taxable individual retirement arrangements distributions 250
Taxable individual retirement arrangements distributions amount $1,795,000
Number of returns with taxable pensions and annuities 470
Taxable pensions and annuities amount $3,502,000
Number of farm returns 20
Number of returns with unemployment compensation 230
Unemployment compensation amount [7] $1,020,000
Number of returns with taxable Social Security benefits 160
Taxable Social Security benefits amount $313,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $93,000
Number of returns with total statutory adjustments 2,250
Total statutory adjustments amount $2,269,000
Number of returns with educator expenses 50
Educator expenses amount $11,000
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 $108,000
Number of returns with IRA payments 30
IRA payments amount $130,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $178,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $152,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 410
Total itemized deductions amount $6,477,000
Amount of AGI for itemized returns $6,383,000
Number of returns with State and local income taxes 0
State and local income taxes amount $0
Number of returns with State and local general sales tax 270
State and local general sales tax amount $248,000
Number of returns with real estate taxes 200
Real estate taxes amount $718,000
Number of returns with taxes paid 340
Taxes paid amount $1,081,000
Number of returns with mortgage interest paid 160
Mortgage interest paid amount $835,000
Number of returns with contributions 210
Contributions amount $496,000
Number of returns with taxable income 3,290
Taxable income amount $19,163,000
Number of returns with income tax before credits 3,380
Income tax before credits amount $2,087,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,050
Total tax credits amount $387,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $25,000
Number of returns with nonrefundable education credit 390
Nonrefundable education credit amount $217,000
Number of returns with retirement savings contribution credit 320
Retirement savings contribution credit amount $52,000
Number of returns with child tax credit 280
Child tax credit amount $85,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,930
Self-employment tax amount $3,034,000
Number of returns with total tax payments 7,310
Total tax payments amount $19,003,000
Number of returns with earned income credit 3,140
Earned income credit amount [8] $8,788,000
Number of returns with excess earned income credit 2,620
Excess earned income credit (refundable) amount [9] $7,016,000
Number of returns with additional child tax credit 1,930
Additional child tax credit amount $2,617,000
Number of returns with refundable education credit 660
Refundable education credit amount $559,000
Number of returns with income tax 2,670
Income tax amount [10] $1,700,000
Number of returns with tax liability 4,380
Total tax liability amount [11] $4,955,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,140
Tax due at time of filing amount [12] $1,192,000
Number of returns with overpayments refunded 6,540
Overpayments refunded amount [13] $15,183,000
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 5,860
Number of single returns 2,840
Number of joint returns 1,540
Number of head of household returns 1,370
Number of returns with paid preparer's signature 2,870
Number of exemptions 12,250
Number of dependents 4,870
Total number of volunteer prepared returns [5] 150
Number of volunteer income tax assistance (VITA) prepared returns [3] 90
Number of tax counseling for the elderly (TCE) prepared returns [3] 70
Number of volunteer prepared returns with Earned Income Credit 20
Number of refund anticipation check returns [3] 1,350
Number of elderly returns [4] 730
Adjust gross income (AGI) [5] $215,366,000
Number of returns with total income 5,860
Salaries and wages amount $218,126,000
Number of returns with salaries and wages 5,330
Salaries and wages amount $191,316
Number of returns with taxable interest 540
Taxable interest amount $329
Number of returns with ordinary dividends 300
Ordinary dividends amount $604,000
Number of returns with qualified dividends 270
Qualified dividends amount [6] $432
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) 1,180
Business or professional net income (less loss) amount $10,610,000
Number of returns with net capital gain (less loss) 270
Net capital gain (less loss) amount $449,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $2,693,000
Number of returns with taxable pensions and annuities 520
Taxable pensions and annuities amount $7,022,000
Number of farm returns 0
Number of returns with unemployment compensation 280
Unemployment compensation amount [7] $1,421,000
Number of returns with taxable Social Security benefits 400
Taxable Social Security benefits amount $2,572,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $932,000
Number of returns with total statutory adjustments 1,490
Total statutory adjustments amount $2,760,000
Number of returns with educator expenses 130
Educator expenses amount $33,000
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 $219,000
Number of returns with IRA payments 110
IRA payments amount $486,000
Number of returns with student loan interest deduction 520
Student loan interest deduction amount $529,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $54,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,150
Total itemized deductions amount $20,870,000
Amount of AGI for itemized returns $44,423,000
Number of returns with State and local income taxes 30
State and local income taxes amount $58,000
Number of returns with State and local general sales tax 840
State and local general sales tax amount $1,170,000
Number of returns with real estate taxes 560
Real estate taxes amount $2,160,000
Number of returns with taxes paid 1,000
Taxes paid amount $3,723,000
Number of returns with mortgage interest paid 490
Mortgage interest paid amount $2,569,000
Number of returns with contributions 730
Contributions amount $2,364,000
Number of returns with taxable income 5,520
Taxable income amount $105,461,000
Number of returns with income tax before credits 5,530
Income tax before credits amount $13,238,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,600
Total tax credits amount $2,409,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 400
Child and dependent care credit amount $248,000
Number of returns with nonrefundable education credit 590
Nonrefundable education credit amount $567,000
Number of returns with retirement savings contribution credit 790
Retirement savings contribution credit amount $153,000
Number of returns with child tax credit 1,520
Child tax credit amount $1,364,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $37,000
Number of returns with self-employment tax 770
Self-employment tax amount $2,230,000
Number of returns with total tax payments 5,740
Total tax payments amount $26,385,000
Number of returns with earned income credit 1,580
Earned income credit amount [8] $3,478,000
Number of returns with excess earned income credit 1,210
Excess earned income credit (refundable) amount [9] $2,561,000
Number of returns with additional child tax credit 1,330
Additional child tax credit amount $2,032,000
Number of returns with refundable education credit 450
Refundable education credit amount $381,000
Number of returns with income tax 4,310
Income tax amount [10] $10,829,000
Number of returns with tax liability 4,790
Total tax liability amount [11] $13,531,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 890
Tax due at time of filing amount [12] $1,808,000
Number of returns with overpayments refunded 4,950
Overpayments refunded amount [13] $14,510,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $78,000

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

Number of returns 3,320
Number of single returns 1,310
Number of joint returns 1,420
Number of head of household returns 530
Number of returns with paid preparer's signature 1,620
Number of exemptions 7,430
Number of dependents 2,700
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 610
Number of elderly returns [4] 610
Adjust gross income (AGI) [5] $203,905,000
Number of returns with total income 3,320
Salaries and wages amount $205,884,000
Number of returns with salaries and wages 3,110
Salaries and wages amount $178,192
Number of returns with taxable interest 580
Taxable interest amount $363
Number of returns with ordinary dividends 340
Ordinary dividends amount $887,000
Number of returns with qualified dividends 310
Qualified dividends amount [6] $681
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $25
Number of returns with business or professional net income (less loss) 580
Business or professional net income (less loss) amount $5,467,000
Number of returns with net capital gain (less loss) 310
Net capital gain (less loss) amount $874,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $3,302,000
Number of returns with taxable pensions and annuities 470
Taxable pensions and annuities amount $8,928,000
Number of farm returns 20
Number of returns with unemployment compensation 150
Unemployment compensation amount [7] $833,000
Number of returns with taxable Social Security benefits 340
Taxable Social Security benefits amount $5,192,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $1,658,000
Number of returns with total statutory adjustments 940
Total statutory adjustments amount $1,979,000
Number of returns with educator expenses 170
Educator expenses amount $43,000
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 $302,000
Number of returns with IRA payments 80
IRA payments amount $388,000
Number of returns with student loan interest deduction 380
Student loan interest deduction amount $398,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $73,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,150
Total itemized deductions amount $22,856,000
Amount of AGI for itemized returns $71,507,000
Number of returns with State and local income taxes 50
State and local income taxes amount $168,000
Number of returns with State and local general sales tax 900
State and local general sales tax amount $1,417,000
Number of returns with real estate taxes 810
Real estate taxes amount $3,374,000
Number of returns with taxes paid 1,060
Taxes paid amount $5,245,000
Number of returns with mortgage interest paid 740
Mortgage interest paid amount $3,749,000
Number of returns with contributions 830
Contributions amount $3,114,000
Number of returns with taxable income 3,290
Taxable income amount $130,177,000
Number of returns with income tax before credits 3,290
Income tax before credits amount $18,691,000
Number of returns with alternative minimum tax 20
Alternative minimum tax amount $19,000
Number of returns with total tax credits 1,390
Total tax credits amount $2,137,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 220
Child and dependent care credit amount $131,000
Number of returns with nonrefundable education credit 350
Nonrefundable education credit amount $419,000
Number of returns with retirement savings contribution credit 220
Retirement savings contribution credit amount $39,000
Number of returns with child tax credit 970
Child tax credit amount $1,442,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $31,000
Number of returns with self-employment tax 370
Self-employment tax amount $1,121,000
Number of returns with total tax payments 3,270
Total tax payments amount $24,419,000
Number of returns with earned income credit 30
Earned income credit amount [8] $11,000
Number of returns with excess earned income credit 20
Excess earned income credit (refundable) amount [9] $7,000
Number of returns with additional child tax credit 200
Additional child tax credit amount $241,000
Number of returns with refundable education credit 260
Refundable education credit amount $238,000
Number of returns with income tax 3,080
Income tax amount [10] $16,554,000
Number of returns with tax liability 3,150
Total tax liability amount [11] $18,028,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 660
Tax due at time of filing amount [12] $1,935,000
Number of returns with overpayments refunded 2,630
Overpayments refunded amount [13] $8,141,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $72,000

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

Number of returns 1,890
Number of single returns 520
Number of joint returns 1,140
Number of head of household returns 200
Number of returns with paid preparer's signature 920
Number of exemptions 4,680
Number of dependents 1,660
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 270
Number of elderly returns [4] 430
Adjust gross income (AGI) [5] $163,086,000
Number of returns with total income 1,890
Salaries and wages amount $164,664,000
Number of returns with salaries and wages 1,780
Salaries and wages amount $138,132
Number of returns with taxable interest 510
Taxable interest amount $384
Number of returns with ordinary dividends 330
Ordinary dividends amount $909,000
Number of returns with qualified dividends 310
Qualified dividends amount [6] $710
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) 380
Business or professional net income (less loss) amount $4,323,000
Number of returns with net capital gain (less loss) 300
Net capital gain (less loss) amount $1,269,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $4,116,000
Number of returns with taxable pensions and annuities 370
Taxable pensions and annuities amount $8,194,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $407,000
Number of returns with taxable Social Security benefits 270
Taxable Social Security benefits amount $5,076,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $1,608,000
Number of returns with total statutory adjustments 540
Total statutory adjustments amount $1,578,000
Number of returns with educator expenses 80
Educator expenses amount $22,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $242,000
Number of returns with IRA payments 60
IRA payments amount $381,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $210,000
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 810
Total itemized deductions amount $17,257,000
Amount of AGI for itemized returns $70,156,000
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 670
State and local general sales tax amount $1,250,000
Number of returns with real estate taxes 660
Real estate taxes amount $3,136,000
Number of returns with taxes paid 780
Taxes paid amount $4,688,000
Number of returns with mortgage interest paid 580
Mortgage interest paid amount $3,194,000
Number of returns with contributions 640
Contributions amount $2,841,000
Number of returns with taxable income 1,890
Taxable income amount $115,064,000
Number of returns with income tax before credits 1,890
Income tax before credits amount $17,654,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 820
Total tax credits amount $1,416,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $103,000
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $273,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 590
Child tax credit amount $963,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $17,000
Number of returns with self-employment tax 250
Self-employment tax amount $801,000
Number of returns with total tax payments 1,870
Total tax payments amount $21,135,000
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 $22,000
Number of returns with refundable education credit 160
Refundable education credit amount $139,000
Number of returns with income tax 1,870
Income tax amount [10] $16,238,000
Number of returns with tax liability 1,870
Total tax liability amount [11] $17,308,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 460
Tax due at time of filing amount [12] $1,503,000
Number of returns with overpayments refunded 1,400
Overpayments refunded amount [13] $5,167,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $121,000

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

Number of returns 2,590
Number of single returns 430
Number of joint returns 2,000
Number of head of household returns 160
Number of returns with paid preparer's signature 1,190
Number of exemptions 7,030
Number of dependents 2,440
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] 230
Number of elderly returns [4] 660
Adjust gross income (AGI) [5] $350,232,000
Number of returns with total income 2,590
Salaries and wages amount $353,130,000
Number of returns with salaries and wages 2,460
Salaries and wages amount $291,115
Number of returns with taxable interest 1,040
Taxable interest amount $830
Number of returns with ordinary dividends 820
Ordinary dividends amount $2,778,000
Number of returns with qualified dividends 770
Qualified dividends amount [6] $2,193
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $60
Number of returns with business or professional net income (less loss) 570
Business or professional net income (less loss) amount $9,044,000
Number of returns with net capital gain (less loss) 710
Net capital gain (less loss) amount $4,702,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $9,107,000
Number of returns with taxable pensions and annuities 550
Taxable pensions and annuities amount $17,662,000
Number of farm returns 30
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $693,000
Number of returns with taxable Social Security benefits 340
Taxable Social Security benefits amount $7,747,000
Number of returns with partnership/S-corp net income (less loss) 270
Partnership/S-corp net income (less loss) amount $7,708,000
Number of returns with total statutory adjustments 860
Total statutory adjustments amount $2,898,000
Number of returns with educator expenses 140
Educator expenses amount $39,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $830,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $531,000
Number of returns with IRA payments 100
IRA payments amount $601,000
Number of returns with student loan interest deduction 250
Student loan interest deduction amount $256,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $102,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $284,000
Number of returns with itemized deductions 1,370
Total itemized deductions amount $32,193,000
Amount of AGI for itemized returns $190,268,000
Number of returns with State and local income taxes 60
State and local income taxes amount $456,000
Number of returns with State and local general sales tax 1,170
State and local general sales tax amount $2,643,000
Number of returns with real estate taxes 1,250
Real estate taxes amount $6,711,000
Number of returns with taxes paid 1,340
Taxes paid amount $9,899,000
Number of returns with mortgage interest paid 1,090
Mortgage interest paid amount $6,485,000
Number of returns with contributions 1,140
Contributions amount $6,859,000
Number of returns with taxable income 2,580
Taxable income amount $275,114,000
Number of returns with income tax before credits 2,580
Income tax before credits amount $49,188,000
Number of returns with alternative minimum tax 70
Alternative minimum tax amount $121,000
Number of returns with total tax credits 1,070
Total tax credits amount $1,606,000
Number of returns with foreign tax credit 230
Foreign tax credit amount $286,000
Number of returns with child and dependent care credit 270
Child and dependent care credit amount $171,000
Number of returns with nonrefundable education credit 280
Nonrefundable education credit amount $373,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 500
Child tax credit amount $619,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $80,000
Number of returns with self-employment tax 410
Self-employment tax amount $1,503,000
Number of returns with total tax payments 2,560
Total tax payments amount $51,804,000
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 250
Refundable education credit amount $235,000
Number of returns with income tax 2,580
Income tax amount [10] $47,582,000
Number of returns with tax liability 2,580
Total tax liability amount [11] $49,585,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 960
Tax due at time of filing amount [12] $4,788,000
Number of returns with overpayments refunded 1,580
Overpayments refunded amount [13] $6,538,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $388,000

Adjusted Gross Income: $200,000 or more

Number of returns 660
Number of single returns 60
Number of joint returns 590
Number of head of household returns 0
Number of returns with paid preparer's signature 360
Number of exemptions 1,920
Number of dependents 670
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] 180
Adjust gross income (AGI) [5] $221,978,000
Number of returns with total income 660
Salaries and wages amount $224,471,000
Number of returns with salaries and wages 640
Salaries and wages amount $157,992
Number of returns with taxable interest 440
Taxable interest amount $1,765
Number of returns with ordinary dividends 390
Ordinary dividends amount $3,891,000
Number of returns with qualified dividends 370
Qualified dividends amount [6] $3,138
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 $7,726,000
Number of returns with net capital gain (less loss) 380
Net capital gain (less loss) amount $14,264,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $5,034,000
Number of returns with taxable pensions and annuities 120
Taxable pensions and annuities amount $6,159,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $220,000
Number of returns with taxable Social Security benefits 70
Taxable Social Security benefits amount $1,771,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $23,240,000
Number of returns with total statutory adjustments 190
Total statutory adjustments amount $2,493,000
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 40
Self-employment health insurance deduction amount $404,000
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 470
Total itemized deductions amount $14,738,000
Amount of AGI for itemized returns $146,542,000
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 430
State and local general sales tax amount $1,389,000
Number of returns with real estate taxes 450
Real estate taxes amount $3,538,000
Number of returns with taxes paid 460
Taxes paid amount $5,180,000
Number of returns with mortgage interest paid 350
Mortgage interest paid amount $2,369,000
Number of returns with contributions 430
Contributions amount $5,124,000
Number of returns with taxable income 660
Taxable income amount $198,679,000
Number of returns with income tax before credits 660
Income tax before credits amount $50,284,000
Number of returns with alternative minimum tax 160
Alternative minimum tax amount $490,000
Number of returns with total tax credits 250
Total tax credits amount $1,269,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $988,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $27,000
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 $7,000
Number of returns with self-employment tax 110
Self-employment tax amount $745,000
Number of returns with total tax payments 660
Total tax payments amount $49,398,000
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 660
Income tax amount [10] $49,015,000
Number of returns with tax liability 660
Total tax liability amount [11] $51,028,000
Number of returns with net investment income tax 320
Net investment income tax $618,000
Number of returns with tax due at time of filing 330
Tax due at time of filing amount [12] $6,322,000
Number of returns with overpayments refunded 270
Overpayments refunded amount [13] $2,866,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $1,747,000

[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.