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ZIP Code Database - Facts & Stats

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ZIP Code 77073 Income Tax Stats

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

ZIP Code 77073 Data

Zip Code:77073
City:Houston
State:TX [Texas]
Counties: HARRIS, TX
City Alias(es):Houston
Area Code:281 / 832
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


77073 Income Tax Overview

Total Number of Tax Returns for ZIP Code 77073 [1] 19,290
Total Number of Single Tax Returns for ZIP Code 77073 5,030
Total Number of Joint Tax Returns for ZIP Code 77073 5,100
Total Number of Dependents for ZIP Code 77073 18,520
Total Adjusted Gross Income for ZIP Code 77073 $758,470,000
Average Income per Person for ZIP Code 77073 $21,801
Average Income per Household for ZIP Code 77073 $39,319

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 8,440
Number of single returns 4,980
Number of joint returns 900
Number of head of household returns 2,500
Number of returns with paid preparer's signature 4,900
Number of exemptions 14,890
Number of dependents 6,670
Total number of volunteer prepared returns [5] 230
Number of volunteer income tax assistance (VITA) prepared returns [3] 120
Number of tax counseling for the elderly (TCE) prepared returns [3] 110
Number of volunteer prepared returns with Earned Income Credit 50
Number of refund anticipation check returns [3] 2,520
Number of elderly returns [4] 580
Adjust gross income (AGI) [5] $113,689,000
Number of returns with total income 8,440
Salaries and wages amount $115,752,000
Number of returns with salaries and wages 6,910
Salaries and wages amount $97,947
Number of returns with taxable interest 200
Taxable interest amount $55
Number of returns with ordinary dividends 80
Ordinary dividends amount $101,000
Number of returns with qualified dividends 70
Qualified dividends amount [6] $63
Number of returns with state and local income tax refunds 20
State and local income tax refunds amount $10
Number of returns with business or professional net income (less loss) 2,860
Business or professional net income (less loss) amount $13,058,000
Number of returns with net capital gain (less loss) 90
Net capital gain (less loss) amount $34,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $627,000
Number of returns with taxable pensions and annuities 340
Taxable pensions and annuities amount $2,252,000
Number of farm returns 0
Number of returns with unemployment compensation 290
Unemployment compensation amount [7] $1,352,000
Number of returns with taxable Social Security benefits 80
Taxable Social Security benefits amount $190,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $28,000
Number of returns with total statutory adjustments 2,310
Total statutory adjustments amount $2,063,000
Number of returns with educator expenses 50
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 $78,000
Number of returns with IRA payments 20
IRA payments amount $72,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $120,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $41,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 570
Total itemized deductions amount $9,139,000
Amount of AGI for itemized returns $9,455,000
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 320
State and local general sales tax amount $332,000
Number of returns with real estate taxes 200
Real estate taxes amount $827,000
Number of returns with taxes paid 420
Taxes paid amount $1,333,000
Number of returns with mortgage interest paid 200
Mortgage interest paid amount $1,163,000
Number of returns with contributions 260
Contributions amount $780,000
Number of returns with taxable income 3,180
Taxable income amount $17,501,000
Number of returns with income tax before credits 3,250
Income tax before credits amount $1,885,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,190
Total tax credits amount $457,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $44,000
Number of returns with nonrefundable education credit 450
Nonrefundable education credit amount $241,000
Number of returns with retirement savings contribution credit 290
Retirement savings contribution credit amount $51,000
Number of returns with child tax credit 370
Child tax credit amount $113,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 2,060
Self-employment tax amount $3,134,000
Number of returns with total tax payments 7,940
Total tax payments amount $26,660,000
Number of returns with earned income credit 4,190
Earned income credit amount [8] $14,154,000
Number of returns with excess earned income credit 3,790
Excess earned income credit (refundable) amount [9] $11,900,000
Number of returns with additional child tax credit 3,060
Additional child tax credit amount $4,283,000
Number of returns with refundable education credit 930
Refundable education credit amount $817,000
Number of returns with income tax 2,370
Income tax amount [10] $1,427,000
Number of returns with tax liability 4,390
Total tax liability amount [11] $4,778,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 880
Tax due at time of filing amount [12] $912,000
Number of returns with overpayments refunded 7,410
Overpayments refunded amount [13] $22,729,000
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 5,830
Number of single returns 2,370
Number of joint returns 1,480
Number of head of household returns 1,880
Number of returns with paid preparer's signature 3,360
Number of exemptions 13,570
Number of dependents 6,290
Total number of volunteer prepared returns [5] 160
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 30
Number of refund anticipation check returns [3] 1,840
Number of elderly returns [4] 480
Adjust gross income (AGI) [5] $210,655,000
Number of returns with total income 5,830
Salaries and wages amount $212,738,000
Number of returns with salaries and wages 5,410
Salaries and wages amount $195,137
Number of returns with taxable interest 240
Taxable interest amount $68
Number of returns with ordinary dividends 120
Ordinary dividends amount $296,000
Number of returns with qualified dividends 100
Qualified dividends amount [6] $241
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) 1,300
Business or professional net income (less loss) amount $7,369,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $135,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $1,191,000
Number of returns with taxable pensions and annuities 470
Taxable pensions and annuities amount $5,429,000
Number of farm returns 30
Number of returns with unemployment compensation 250
Unemployment compensation amount [7] $1,235,000
Number of returns with taxable Social Security benefits 230
Taxable Social Security benefits amount $1,401,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $392,000
Number of returns with total statutory adjustments 1,260
Total statutory adjustments amount $2,083,000
Number of returns with educator expenses 120
Educator expenses amount $29,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $86,000
Number of returns with IRA payments 60
IRA payments amount $213,000
Number of returns with student loan interest deduction 390
Student loan interest deduction amount $382,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $41,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,710
Total itemized deductions amount $32,845,000
Amount of AGI for itemized returns $65,222,000
Number of returns with State and local income taxes 50
State and local income taxes amount $99,000
Number of returns with State and local general sales tax 1,270
State and local general sales tax amount $1,725,000
Number of returns with real estate taxes 900
Real estate taxes amount $3,409,000
Number of returns with taxes paid 1,520
Taxes paid amount $5,949,000
Number of returns with mortgage interest paid 910
Mortgage interest paid amount $4,513,000
Number of returns with contributions 1,110
Contributions amount $4,044,000
Number of returns with taxable income 5,380
Taxable income amount $89,097,000
Number of returns with income tax before credits 5,390
Income tax before credits amount $10,833,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 3,020
Total tax credits amount $2,849,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 500
Child and dependent care credit amount $346,000
Number of returns with nonrefundable education credit 630
Nonrefundable education credit amount $615,000
Number of returns with retirement savings contribution credit 880
Retirement savings contribution credit amount $142,000
Number of returns with child tax credit 1,880
Child tax credit amount $1,632,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $44,000
Number of returns with self-employment tax 680
Self-employment tax amount $2,077,000
Number of returns with total tax payments 5,730
Total tax payments amount $26,888,000
Number of returns with earned income credit 2,060
Earned income credit amount [8] $4,545,000
Number of returns with excess earned income credit 1,690
Excess earned income credit (refundable) amount [9] $3,546,000
Number of returns with additional child tax credit 1,900
Additional child tax credit amount $2,858,000
Number of returns with refundable education credit 550
Refundable education credit amount $478,000
Number of returns with income tax 3,680
Income tax amount [10] $7,985,000
Number of returns with tax liability 4,260
Total tax liability amount [11] $10,541,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 790
Tax due at time of filing amount [12] $1,682,000
Number of returns with overpayments refunded 5,020
Overpayments refunded amount [13] $17,881,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $31,000

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

Number of returns 2,780
Number of single returns 950
Number of joint returns 1,150
Number of head of household returns 640
Number of returns with paid preparer's signature 1,650
Number of exemptions 6,940
Number of dependents 3,010
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
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] 800
Number of elderly returns [4] 300
Adjust gross income (AGI) [5] $168,493,000
Number of returns with total income 2,780
Salaries and wages amount $169,398,000
Number of returns with salaries and wages 2,680
Salaries and wages amount $156,247
Number of returns with taxable interest 250
Taxable interest amount $158
Number of returns with ordinary dividends 100
Ordinary dividends amount $105,000
Number of returns with qualified dividends 80
Qualified dividends amount [6] $66
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) 480
Business or professional net income (less loss) amount $1,987,000
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $203,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $1,343,000
Number of returns with taxable pensions and annuities 360
Taxable pensions and annuities amount $5,441,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $633,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $2,267,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $852,000
Number of returns with total statutory adjustments 680
Total statutory adjustments amount $905,000
Number of returns with educator expenses 150
Educator expenses amount $38,000
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 $113,000
Number of returns with IRA payments 20
IRA payments amount $78,000
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $293,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $35,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,410
Total itemized deductions amount $32,987,000
Amount of AGI for itemized returns $86,253,000
Number of returns with State and local income taxes 50
State and local income taxes amount $129,000
Number of returns with State and local general sales tax 1,090
State and local general sales tax amount $1,792,000
Number of returns with real estate taxes 960
Real estate taxes amount $4,102,000
Number of returns with taxes paid 1,290
Taxes paid amount $6,578,000
Number of returns with mortgage interest paid 970
Mortgage interest paid amount $4,794,000
Number of returns with contributions 970
Contributions amount $4,090,000
Number of returns with taxable income 2,710
Taxable income amount $95,373,000
Number of returns with income tax before credits 2,710
Income tax before credits amount $13,216,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,420
Total tax credits amount $2,375,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 220
Child and dependent care credit amount $142,000
Number of returns with nonrefundable education credit 290
Nonrefundable education credit amount $343,000
Number of returns with retirement savings contribution credit 210
Retirement savings contribution credit amount $33,000
Number of returns with child tax credit 1,100
Child tax credit amount $1,712,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $43,000
Number of returns with self-employment tax 260
Self-employment tax amount $636,000
Number of returns with total tax payments 2,740
Total tax payments amount $19,371,000
Number of returns with earned income credit 30
Earned income credit amount [8] $13,000
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 290
Additional child tax credit amount $359,000
Number of returns with refundable education credit 250
Refundable education credit amount $212,000
Number of returns with income tax 2,430
Income tax amount [10] $10,841,000
Number of returns with tax liability 2,530
Total tax liability amount [11] $11,841,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 420
Tax due at time of filing amount [12] $1,204,000
Number of returns with overpayments refunded 2,350
Overpayments refunded amount [13] $8,656,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 1,270
Number of single returns 270
Number of joint returns 810
Number of head of household returns 170
Number of returns with paid preparer's signature 760
Number of exemptions 3,620
Number of dependents 1,540
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] 320
Number of elderly returns [4] 200
Adjust gross income (AGI) [5] $108,820,000
Number of returns with total income 1,270
Salaries and wages amount $109,324,000
Number of returns with salaries and wages 1,200
Salaries and wages amount $96,438
Number of returns with taxable interest 190
Taxable interest amount $136
Number of returns with ordinary dividends 110
Ordinary dividends amount $356,000
Number of returns with qualified dividends 90
Qualified dividends amount [6] $286
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $27
Number of returns with business or professional net income (less loss) 220
Business or professional net income (less loss) amount $1,444,000
Number of returns with net capital gain (less loss) 90
Net capital gain (less loss) amount $196,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $1,623,000
Number of returns with taxable pensions and annuities 250
Taxable pensions and annuities amount $5,237,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $378,000
Number of returns with taxable Social Security benefits 120
Taxable Social Security benefits amount $2,235,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $864,000
Number of returns with total statutory adjustments 270
Total statutory adjustments amount $504,000
Number of returns with educator expenses 60
Educator expenses amount $15,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 30
IRA payments amount $142,000
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $109,000
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 700
Total itemized deductions amount $18,776,000
Amount of AGI for itemized returns $60,303,000
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 550
State and local general sales tax amount $1,079,000
Number of returns with real estate taxes 550
Real estate taxes amount $2,197,000
Number of returns with taxes paid 660
Taxes paid amount $3,760,000
Number of returns with mortgage interest paid 540
Mortgage interest paid amount $2,718,000
Number of returns with contributions 510
Contributions amount $2,703,000
Number of returns with taxable income 1,240
Taxable income amount $69,566,000
Number of returns with income tax before credits 1,240
Income tax before credits amount $10,351,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $35,000
Number of returns with total tax credits 660
Total tax credits amount $1,346,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $102,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $167,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 540
Child tax credit amount $978,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $32,000
Number of returns with self-employment tax 100
Self-employment tax amount $381,000
Number of returns with total tax payments 1,250
Total tax payments amount $13,227,000
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 50
Additional child tax credit amount $67,000
Number of returns with refundable education credit 120
Refundable education credit amount $96,000
Number of returns with income tax 1,210
Income tax amount [10] $9,005,000
Number of returns with tax liability 1,230
Total tax liability amount [11] $9,620,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 240
Tax due at time of filing amount [12] $895,000
Number of returns with overpayments refunded 1,020
Overpayments refunded amount [13] $4,439,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 880
Number of single returns 140
Number of joint returns 690
Number of head of household returns 60
Number of returns with paid preparer's signature 490
Number of exemptions 2,500
Number of dependents 930
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] 150
Number of elderly returns [4] 200
Adjust gross income (AGI) [5] $111,375,000
Number of returns with total income 880
Salaries and wages amount $112,169,000
Number of returns with salaries and wages 820
Salaries and wages amount $92,559
Number of returns with taxable interest 230
Taxable interest amount $204
Number of returns with ordinary dividends 160
Ordinary dividends amount $612,000
Number of returns with qualified dividends 140
Qualified dividends amount [6] $536
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) 210
Business or professional net income (less loss) amount $2,324,000
Number of returns with net capital gain (less loss) 130
Net capital gain (less loss) amount $671,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $4,304,000
Number of returns with taxable pensions and annuities 230
Taxable pensions and annuities amount $8,844,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $304,000
Number of returns with taxable Social Security benefits 120
Taxable Social Security benefits amount $2,708,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $1,031,000
Number of returns with total statutory adjustments 300
Total statutory adjustments amount $794,000
Number of returns with educator expenses 60
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 20
Self-employment health insurance deduction amount $162,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $157,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $43,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 510
Total itemized deductions amount $14,642,000
Amount of AGI for itemized returns $64,071,000
Number of returns with State and local income taxes 20
State and local income taxes amount $109,000
Number of returns with State and local general sales tax 430
State and local general sales tax amount $1,025,000
Number of returns with real estate taxes 430
Real estate taxes amount $1,827,000
Number of returns with taxes paid 480
Taxes paid amount $3,156,000
Number of returns with mortgage interest paid 420
Mortgage interest paid amount $2,348,000
Number of returns with contributions 410
Contributions amount $3,152,000
Number of returns with taxable income 870
Taxable income amount $82,082,000
Number of returns with income tax before credits 870
Income tax before credits amount $14,071,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $28,000
Number of returns with total tax credits 390
Total tax credits amount $644,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $188,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $74,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $128,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 260
Child tax credit amount $410,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 120
Self-employment tax amount $471,000
Number of returns with total tax payments 870
Total tax payments amount $16,057,000
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 90
Refundable education credit amount $78,000
Number of returns with income tax 870
Income tax amount [10] $13,427,000
Number of returns with tax liability 870
Total tax liability amount [11] $14,090,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 260
Tax due at time of filing amount [12] $1,243,000
Number of returns with overpayments refunded 610
Overpayments refunded amount [13] $2,946,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $478,000

Adjusted Gross Income: $200,000 or more

Number of returns 90
Number of single returns 0
Number of joint returns 70
Number of head of household returns 0
Number of returns with paid preparer's signature 70
Number of exemptions 230
Number of dependents 80
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] 40
Adjust gross income (AGI) [5] $45,438,000
Number of returns with total income 90
Salaries and wages amount $45,738,000
Number of returns with salaries and wages 80
Salaries and wages amount $20,562
Number of returns with taxable interest 50
Taxable interest amount $376
Number of returns with ordinary dividends 40
Ordinary dividends amount $2,056,000
Number of returns with qualified dividends 40
Qualified dividends amount [6] $1,733
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) 0
Business or professional net income (less loss) amount $0
Number of returns with net capital gain (less loss) 40
Net capital gain (less loss) amount $2,989,000
Number of returns with taxable individual retirement arrangements distributions 0
Taxable individual retirement arrangements distributions amount $0
Number of returns with taxable pensions and annuities 30
Taxable pensions and annuities amount $1,604,000
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 30
Taxable Social Security benefits amount $610,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $4,865,000
Number of returns with total statutory adjustments 20
Total statutory adjustments amount $300,000
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 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 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 60
Total itemized deductions amount $2,215,000
Amount of AGI for itemized returns $30,249,000
Number of returns with State and local income taxes 0
State and local income taxes amount $0
Number of returns with State and local general sales tax 50
State and local general sales tax amount $175,000
Number of returns with real estate taxes 60
Real estate taxes amount $612,000
Number of returns with taxes paid 60
Taxes paid amount $832,000
Number of returns with mortgage interest paid 40
Mortgage interest paid amount $345,000
Number of returns with contributions 50
Contributions amount $713,000
Number of returns with taxable income 90
Taxable income amount $41,409,000
Number of returns with income tax before credits 90
Income tax before credits amount $11,100,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $111,000
Number of returns with total tax credits 20
Total tax credits amount $302,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 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 0
Self-employment tax amount $0
Number of returns with total tax payments 90
Total tax payments amount $10,638,000
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 90
Income tax amount [10] $10,205,000
Number of returns with tax liability 90
Total tax liability amount [11] $10,799,000
Number of returns with net investment income tax 40
Net investment income tax $266,000
Number of returns with tax due at time of filing 40
Tax due at time of filing amount [12] $1,061,000
Number of returns with overpayments refunded 40
Overpayments refunded amount [13] $359,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

[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.