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ZIP Code Database - Facts & Stats

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ZIP Code 77351 Income Tax Stats

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

ZIP Code 77351 Data

Zip Code:77351
City:Livingston
State:TX [Texas]
Counties: POLK, TX
City Alias(es):Livingston
Area Code:936
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


77351 Income Tax Overview

Total Number of Tax Returns for ZIP Code 77351 [1] 11,780
Total Number of Single Tax Returns for ZIP Code 77351 4,650
Total Number of Joint Tax Returns for ZIP Code 77351 4,860
Total Number of Dependents for ZIP Code 77351 8,060
Total Adjusted Gross Income for ZIP Code 77351 $631,034,000
Average Income per Person for ZIP Code 77351 $19,406
Average Income per Household for ZIP Code 77351 $53,568

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 4,850
Number of single returns 2,720
Number of joint returns 950
Number of head of household returns 1,120
Number of returns with paid preparer's signature 2,540
Number of exemptions 8,260
Number of dependents 2,990
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 1,160
Number of elderly returns [4] 1,160
Adjust gross income (AGI) [5] $61,263,000
Number of returns with total income 4,850
Salaries and wages amount $62,344,000
Number of returns with salaries and wages 3,490
Salaries and wages amount $44,580
Number of returns with taxable interest 670
Taxable interest amount $395
Number of returns with ordinary dividends 270
Ordinary dividends amount $605,000
Number of returns with qualified dividends 240
Qualified dividends amount [6] $366
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) 1,080
Business or professional net income (less loss) amount $7,397,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $422,000
Number of returns with taxable individual retirement arrangements distributions 280
Taxable individual retirement arrangements distributions amount $2,125,000
Number of returns with taxable pensions and annuities 680
Taxable pensions and annuities amount $6,532,000
Number of farm returns 90
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $514,000
Number of returns with taxable Social Security benefits 270
Taxable Social Security benefits amount $456,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount ($45,000)
Number of returns with total statutory adjustments 1,020
Total statutory adjustments amount $1,081,000
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 60
Self-employment health insurance deduction amount $225,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $56,000
Number of returns with tuition and fees deduction 30
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 230
Total itemized deductions amount $3,891,000
Amount of AGI for itemized returns $3,488,000
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 170
State and local general sales tax amount $140,000
Number of returns with real estate taxes 140
Real estate taxes amount $401,000
Number of returns with taxes paid 200
Taxes paid amount $610,000
Number of returns with mortgage interest paid 80
Mortgage interest paid amount $409,000
Number of returns with contributions 110
Contributions amount $304,000
Number of returns with taxable income 1,740
Taxable income amount $9,812,000
Number of returns with income tax before credits 1,750
Income tax before credits amount $1,051,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 450
Total tax credits amount $142,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $10,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $53,000
Number of returns with retirement savings contribution credit 160
Retirement savings contribution credit amount $25,000
Number of returns with child tax credit 170
Child tax credit amount $50,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 900
Self-employment tax amount $1,332,000
Number of returns with total tax payments 4,320
Total tax payments amount $12,418,000
Number of returns with earned income credit 2,150
Earned income credit amount [8] $6,196,000
Number of returns with excess earned income credit 1,920
Excess earned income credit (refundable) amount [9] $5,265,000
Number of returns with additional child tax credit 1,320
Additional child tax credit amount $1,755,000
Number of returns with refundable education credit 160
Refundable education credit amount $125,000
Number of returns with income tax 1,430
Income tax amount [10] $909,000
Number of returns with tax liability 2,300
Total tax liability amount [11] $2,352,000
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] $422,000
Number of returns with overpayments refunded 4,040
Overpayments refunded amount [13] $10,391,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $74,000

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

Number of returns 2,960
Number of single returns 1,240
Number of joint returns 1,070
Number of head of household returns 590
Number of returns with paid preparer's signature 1,580
Number of exemptions 6,180
Number of dependents 2,160
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] 760
Number of elderly returns [4] 790
Adjust gross income (AGI) [5] $106,387,000
Number of returns with total income 2,960
Salaries and wages amount $107,478,000
Number of returns with salaries and wages 2,420
Salaries and wages amount $81,260
Number of returns with taxable interest 620
Taxable interest amount $623
Number of returns with ordinary dividends 260
Ordinary dividends amount $1,205,000
Number of returns with qualified dividends 230
Qualified dividends amount [6] $593
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) 470
Business or professional net income (less loss) amount $3,803,000
Number of returns with net capital gain (less loss) 220
Net capital gain (less loss) amount $906,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $3,150,000
Number of returns with taxable pensions and annuities 630
Taxable pensions and annuities amount $11,915,000
Number of farm returns 90
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $628,000
Number of returns with taxable Social Security benefits 640
Taxable Social Security benefits amount $4,187,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $473,000
Number of returns with total statutory adjustments 570
Total statutory adjustments amount $1,091,000
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 60
Self-employment health insurance deduction amount $292,000
Number of returns with IRA payments 40
IRA payments amount $85,000
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $101,000
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 430
Total itemized deductions amount $8,737,000
Amount of AGI for itemized returns $16,103,000
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 $389,000
Number of returns with real estate taxes 260
Real estate taxes amount $766,000
Number of returns with taxes paid 380
Taxes paid amount $1,276,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $721,000
Number of returns with contributions 240
Contributions amount $877,000
Number of returns with taxable income 2,780
Taxable income amount $49,837,000
Number of returns with income tax before credits 2,770
Income tax before credits amount $6,012,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,140
Total tax credits amount $900,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $54,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $109,000
Number of returns with retirement savings contribution credit 420
Retirement savings contribution credit amount $73,000
Number of returns with child tax credit 720
Child tax credit amount $646,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $26,000
Number of returns with self-employment tax 330
Self-employment tax amount $791,000
Number of returns with total tax payments 2,870
Total tax payments amount $13,228,000
Number of returns with earned income credit 810
Earned income credit amount [8] $1,934,000
Number of returns with excess earned income credit 680
Excess earned income credit (refundable) amount [9] $1,548,000
Number of returns with additional child tax credit 620
Additional child tax credit amount $977,000
Number of returns with refundable education credit 90
Refundable education credit amount $76,000
Number of returns with income tax 2,230
Income tax amount [10] $5,112,000
Number of returns with tax liability 2,440
Total tax liability amount [11] $6,115,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 410
Tax due at time of filing amount [12] $716,000
Number of returns with overpayments refunded 2,490
Overpayments refunded amount [13] $7,716,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $76,000

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

Number of returns 1,530
Number of single returns 460
Number of joint returns 880
Number of head of household returns 160
Number of returns with paid preparer's signature 870
Number of exemptions 3,510
Number of dependents 1,110
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] 340
Number of elderly returns [4] 510
Adjust gross income (AGI) [5] $93,600,000
Number of returns with total income 1,530
Salaries and wages amount $94,459,000
Number of returns with salaries and wages 1,270
Salaries and wages amount $69,482
Number of returns with taxable interest 440
Taxable interest amount $474
Number of returns with ordinary dividends 220
Ordinary dividends amount $1,021,000
Number of returns with qualified dividends 200
Qualified dividends amount [6] $675
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $22
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $1,984,000
Number of returns with net capital gain (less loss) 200
Net capital gain (less loss) amount $851,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $3,605,000
Number of returns with taxable pensions and annuities 430
Taxable pensions and annuities amount $10,393,000
Number of farm returns 80
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $506,000
Number of returns with taxable Social Security benefits 390
Taxable Social Security benefits amount $5,886,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $243,000
Number of returns with total statutory adjustments 360
Total statutory adjustments amount $859,000
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 30
Self-employment health insurance deduction amount $206,000
Number of returns with IRA payments 40
IRA payments amount $207,000
Number of returns with student loan interest deduction 90
Student loan interest deduction amount $103,000
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 430
Total itemized deductions amount $10,113,000
Amount of AGI for itemized returns $26,238,000
Number of returns with State and local income taxes 40
State and local income taxes amount $65,000
Number of returns with State and local general sales tax 330
State and local general sales tax amount $467,000
Number of returns with real estate taxes 290
Real estate taxes amount $1,030,000
Number of returns with taxes paid 400
Taxes paid amount $1,697,000
Number of returns with mortgage interest paid 210
Mortgage interest paid amount $1,135,000
Number of returns with contributions 270
Contributions amount $1,406,000
Number of returns with taxable income 1,510
Taxable income amount $57,775,000
Number of returns with income tax before credits 1,500
Income tax before credits amount $7,898,000
Number of returns with alternative minimum tax 20
Alternative minimum tax amount $36,000
Number of returns with total tax credits 580
Total tax credits amount $891,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $43,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $96,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $18,000
Number of returns with child tax credit 430
Child tax credit amount $701,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 180
Self-employment tax amount $467,000
Number of returns with total tax payments 1,500
Total tax payments amount $10,887,000
Number of returns with earned income credit 20
Earned income credit amount [8] $6,000
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 100
Additional child tax credit amount $145,000
Number of returns with refundable education credit 60
Refundable education credit amount $54,000
Number of returns with income tax 1,420
Income tax amount [10] $7,007,000
Number of returns with tax liability 1,450
Total tax liability amount [11] $7,607,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 330
Tax due at time of filing amount [12] $760,000
Number of returns with overpayments refunded 1,160
Overpayments refunded amount [13] $3,859,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $125,000

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

Number of returns 990
Number of single returns 190
Number of joint returns 740
Number of head of household returns 60
Number of returns with paid preparer's signature 590
Number of exemptions 2,490
Number of dependents 770
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] 180
Number of elderly returns [4] 350
Adjust gross income (AGI) [5] $85,263,000
Number of returns with total income 990
Salaries and wages amount $85,921,000
Number of returns with salaries and wages 810
Salaries and wages amount $60,060
Number of returns with taxable interest 400
Taxable interest amount $430
Number of returns with ordinary dividends 190
Ordinary dividends amount $921,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $636
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 $2,213,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $1,250,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $4,855,000
Number of returns with taxable pensions and annuities 330
Taxable pensions and annuities amount $10,010,000
Number of farm returns 70
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $340,000
Number of returns with taxable Social Security benefits 280
Taxable Social Security benefits amount $5,206,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $706,000
Number of returns with total statutory adjustments 260
Total statutory adjustments amount $658,000
Number of returns with educator expenses 50
Educator expenses amount $13,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $660,000
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $166,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $76,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $25,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 370
Total itemized deductions amount $9,700,000
Amount of AGI for itemized returns $32,351,000
Number of returns with State and local income taxes 30
State and local income taxes amount $85,000
Number of returns with State and local general sales tax 290
State and local general sales tax amount $568,000
Number of returns with real estate taxes 280
Real estate taxes amount $1,097,000
Number of returns with taxes paid 350
Taxes paid amount $1,826,000
Number of returns with mortgage interest paid 210
Mortgage interest paid amount $1,236,000
Number of returns with contributions 250
Contributions amount $1,277,000
Number of returns with taxable income 980
Taxable income amount $58,248,000
Number of returns with income tax before credits 970
Income tax before credits amount $8,410,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 380
Total tax credits amount $656,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $35,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $73,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 290
Child tax credit amount $522,000
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 $439,000
Number of returns with total tax payments 980
Total tax payments amount $10,720,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 40
Refundable education credit amount $35,000
Number of returns with income tax 960
Income tax amount [10] $7,754,000
Number of returns with tax liability 970
Total tax liability amount [11] $8,346,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 220
Tax due at time of filing amount [12] $769,000
Number of returns with overpayments refunded 730
Overpayments refunded amount [13] $3,041,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $84,000

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

Number of returns 1,150
Number of single returns 150
Number of joint returns 970
Number of head of household returns 40
Number of returns with paid preparer's signature 740
Number of exemptions 2,990
Number of dependents 880
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] 460
Adjust gross income (AGI) [5] $152,525,000
Number of returns with total income 1,150
Salaries and wages amount $154,010,000
Number of returns with salaries and wages 950
Salaries and wages amount $101,775
Number of returns with taxable interest 630
Taxable interest amount $1,089
Number of returns with ordinary dividends 340
Ordinary dividends amount $3,162,000
Number of returns with qualified dividends 310
Qualified dividends amount [6] $2,337
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $119
Number of returns with business or professional net income (less loss) 250
Business or professional net income (less loss) amount $4,618,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $3,911,000
Number of returns with taxable individual retirement arrangements distributions 280
Taxable individual retirement arrangements distributions amount $9,824,000
Number of returns with taxable pensions and annuities 410
Taxable pensions and annuities amount $15,817,000
Number of farm returns 120
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $414,000
Number of returns with taxable Social Security benefits 340
Taxable Social Security benefits amount $7,670,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $2,721,000
Number of returns with total statutory adjustments 350
Total statutory adjustments amount $1,485,000
Number of returns with educator expenses 70
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 70
Self-employment health insurance deduction amount $457,000
Number of returns with IRA payments 50
IRA payments amount $357,000
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $69,000
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 590
Total itemized deductions amount $17,942,000
Amount of AGI for itemized returns $80,021,000
Number of returns with State and local income taxes 50
State and local income taxes amount $246,000
Number of returns with State and local general sales tax 500
State and local general sales tax amount $1,305,000
Number of returns with real estate taxes 510
Real estate taxes amount $2,534,000
Number of returns with taxes paid 570
Taxes paid amount $4,206,000
Number of returns with mortgage interest paid 380
Mortgage interest paid amount $2,778,000
Number of returns with contributions 440
Contributions amount $3,623,000
Number of returns with taxable income 1,150
Taxable income amount $115,611,000
Number of returns with income tax before credits 1,140
Income tax before credits amount $19,740,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $127,000
Number of returns with total tax credits 450
Total tax credits amount $658,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $48,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $47,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $133,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 240
Child tax credit amount $350,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $43,000
Number of returns with self-employment tax 180
Self-employment tax amount $915,000
Number of returns with total tax payments 1,140
Total tax payments amount $22,506,000
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 80
Refundable education credit amount $81,000
Number of returns with income tax 1,140
Income tax amount [10] $19,082,000
Number of returns with tax liability 1,140
Total tax liability amount [11] $20,312,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 380
Tax due at time of filing amount [12] $2,237,000
Number of returns with overpayments refunded 710
Overpayments refunded amount [13] $3,886,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $506,000

Adjusted Gross Income: $200,000 or more

Number of returns 300
Number of single returns 40
Number of joint returns 250
Number of head of household returns 0
Number of returns with paid preparer's signature 230
Number of exemptions 690
Number of dependents 150
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] 150
Adjust gross income (AGI) [5] $131,996,000
Number of returns with total income 300
Salaries and wages amount $134,394,000
Number of returns with salaries and wages 240
Salaries and wages amount $57,725
Number of returns with taxable interest 250
Taxable interest amount $3,047
Number of returns with ordinary dividends 170
Ordinary dividends amount $6,047,000
Number of returns with qualified dividends 160
Qualified dividends amount [6] $5,250
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) 90
Business or professional net income (less loss) amount $7,742,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $13,609,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $4,654,000
Number of returns with taxable pensions and annuities 110
Taxable pensions and annuities amount $8,308,000
Number of farm returns 50
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 100
Taxable Social Security benefits amount $2,636,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $19,525,000
Number of returns with total statutory adjustments 120
Total statutory adjustments amount $2,398,000
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 50
Self-employment health insurance deduction amount $624,000
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 220
Total itemized deductions amount $16,082,000
Amount of AGI for itemized returns $89,457,000
Number of returns with State and local income taxes 30
State and local income taxes amount $682,000
Number of returns with State and local general sales tax 190
State and local general sales tax amount $620,000
Number of returns with real estate taxes 200
Real estate taxes amount $1,996,000
Number of returns with taxes paid 220
Taxes paid amount $3,349,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $1,484,000
Number of returns with contributions 180
Contributions amount $3,423,000
Number of returns with taxable income 300
Taxable income amount $112,943,000
Number of returns with income tax before credits 300
Income tax before credits amount $29,964,000
Number of returns with alternative minimum tax 90
Alternative minimum tax amount $345,000
Number of returns with total tax credits 90
Total tax credits amount $304,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $265,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 80
Self-employment tax amount $664,000
Number of returns with total tax payments 300
Total tax payments amount $27,627,000
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 300
Income tax amount [10] $29,660,000
Number of returns with tax liability 300
Total tax liability amount [11] $31,358,000
Number of returns with net investment income tax 190
Net investment income tax $678,000
Number of returns with tax due at time of filing 150
Tax due at time of filing amount [12] $7,082,000
Number of returns with overpayments refunded 100
Overpayments refunded amount [13] $1,404,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $1,883,000

[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.