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ZIP Code Database - Facts & Stats

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ZIP Code 77365 Income Tax Stats

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

ZIP Code 77365 Data

Zip Code:77365
City:Porter
State:TX [Texas]
Counties: MONTGOMERY, TX
City Alias(es):Porter
Area Code:281 / 346 / 832
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


77365 Income Tax Overview

Total Number of Tax Returns for ZIP Code 77365 [1] 16,290
Total Number of Single Tax Returns for ZIP Code 77365 6,650
Total Number of Joint Tax Returns for ZIP Code 77365 7,310
Total Number of Dependents for ZIP Code 77365 13,560
Total Adjusted Gross Income for ZIP Code 77365 $1,125,859,000
Average Income per Person for ZIP Code 77365 $43,690
Average Income per Household for ZIP Code 77365 $69,114

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 5,530
Number of single returns 3,370
Number of joint returns 960
Number of head of household returns 1,150
Number of returns with paid preparer's signature 2,770
Number of exemptions 9,170
Number of dependents 3,610
Total number of volunteer prepared returns [5] 140
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 110
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 1,070
Number of elderly returns [4] 820
Adjust gross income (AGI) [5] $69,789,000
Number of returns with total income 5,530
Salaries and wages amount $71,145,000
Number of returns with salaries and wages 4,150
Salaries and wages amount $52,308
Number of returns with taxable interest 350
Taxable interest amount $235
Number of returns with ordinary dividends 190
Ordinary dividends amount $318,000
Number of returns with qualified dividends 160
Qualified dividends amount [6] $187
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) 1,550
Business or professional net income (less loss) amount $12,488,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $170,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $1,340,000
Number of returns with taxable pensions and annuities 440
Taxable pensions and annuities amount $3,665,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $512,000
Number of returns with taxable Social Security benefits 160
Taxable Social Security benefits amount $322,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount ($95,000)
Number of returns with total statutory adjustments 1,430
Total statutory adjustments amount $1,356,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $122,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $63,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $70,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 350
Total itemized deductions amount $6,490,000
Amount of AGI for itemized returns $5,110,000
Number of returns with State and local income taxes 30
State and local income taxes amount $33,000
Number of returns with State and local general sales tax 240
State and local general sales tax amount $241,000
Number of returns with real estate taxes 170
Real estate taxes amount $801,000
Number of returns with taxes paid 280
Taxes paid amount $1,167,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $967,000
Number of returns with contributions 170
Contributions amount $375,000
Number of returns with taxable income 2,060
Taxable income amount $11,589,000
Number of returns with income tax before credits 2,080
Income tax before credits amount $1,248,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 580
Total tax credits amount $197,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $11,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $89,000
Number of returns with retirement savings contribution credit 190
Retirement savings contribution credit amount $31,000
Number of returns with child tax credit 200
Child tax credit amount $61,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,290
Self-employment tax amount $2,046,000
Number of returns with total tax payments 5,020
Total tax payments amount $13,528,000
Number of returns with earned income credit 2,110
Earned income credit amount [8] $6,497,000
Number of returns with excess earned income credit 1,860
Excess earned income credit (refundable) amount [9] $5,311,000
Number of returns with additional child tax credit 1,540
Additional child tax credit amount $2,125,000
Number of returns with refundable education credit 270
Refundable education credit amount $209,000
Number of returns with income tax 1,680
Income tax amount [10] $1,048,000
Number of returns with tax liability 2,900
Total tax liability amount [11] $3,216,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 710
Tax due at time of filing amount [12] $735,000
Number of returns with overpayments refunded 4,560
Overpayments refunded amount [13] $10,988,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $31,000

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

Number of returns 3,630
Number of single returns 1,530
Number of joint returns 1,280
Number of head of household returns 740
Number of returns with paid preparer's signature 1,840
Number of exemptions 8,380
Number of dependents 3,490
Total number of volunteer prepared returns [5] 80
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 860
Number of elderly returns [4] 510
Adjust gross income (AGI) [5] $133,342,000
Number of returns with total income 3,630
Salaries and wages amount $135,028,000
Number of returns with salaries and wages 3,170
Salaries and wages amount $113,190
Number of returns with taxable interest 350
Taxable interest amount $377
Number of returns with ordinary dividends 170
Ordinary dividends amount $483,000
Number of returns with qualified dividends 160
Qualified dividends amount [6] $342
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) 720
Business or professional net income (less loss) amount $8,752,000
Number of returns with net capital gain (less loss) 160
Net capital gain (less loss) amount $425,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $2,170,000
Number of returns with taxable pensions and annuities 400
Taxable pensions and annuities amount $6,349,000
Number of farm returns 0
Number of returns with unemployment compensation 140
Unemployment compensation amount [7] $643,000
Number of returns with taxable Social Security benefits 350
Taxable Social Security benefits amount $2,481,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $33,000
Number of returns with total statutory adjustments 850
Total statutory adjustments amount $1,686,000
Number of returns with educator expenses 100
Educator expenses amount $25,000
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 $265,000
Number of returns with IRA payments 30
IRA payments amount $151,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $236,000
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 740
Total itemized deductions amount $14,826,000
Amount of AGI for itemized returns $28,669,000
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 540
State and local general sales tax amount $654,000
Number of returns with real estate taxes 390
Real estate taxes amount $1,847,000
Number of returns with taxes paid 640
Taxes paid amount $2,749,000
Number of returns with mortgage interest paid 340
Mortgage interest paid amount $1,962,000
Number of returns with contributions 420
Contributions amount $1,304,000
Number of returns with taxable income 3,310
Taxable income amount $59,909,000
Number of returns with income tax before credits 3,320
Income tax before credits amount $7,345,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,530
Total tax credits amount $1,361,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 190
Child and dependent care credit amount $123,000
Number of returns with nonrefundable education credit 230
Nonrefundable education credit amount $204,000
Number of returns with retirement savings contribution credit 460
Retirement savings contribution credit amount $75,000
Number of returns with child tax credit 1,020
Child tax credit amount $921,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $24,000
Number of returns with self-employment tax 500
Self-employment tax amount $1,614,000
Number of returns with total tax payments 3,520
Total tax payments amount $16,607,000
Number of returns with earned income credit 1,000
Earned income credit amount [8] $2,237,000
Number of returns with excess earned income credit 790
Excess earned income credit (refundable) amount [9] $1,621,000
Number of returns with additional child tax credit 1,000
Additional child tax credit amount $1,662,000
Number of returns with refundable education credit 210
Refundable education credit amount $164,000
Number of returns with income tax 2,490
Income tax amount [10] $5,984,000
Number of returns with tax liability 2,850
Total tax liability amount [11] $7,900,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 510
Tax due at time of filing amount [12] $1,153,000
Number of returns with overpayments refunded 3,080
Overpayments refunded amount [13] $9,715,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $79,000

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

Number of returns 2,250
Number of single returns 750
Number of joint returns 1,140
Number of head of household returns 310
Number of returns with paid preparer's signature 1,120
Number of exemptions 5,370
Number of dependents 1,980
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] 430
Number of elderly returns [4] 430
Adjust gross income (AGI) [5] $138,694,000
Number of returns with total income 2,250
Salaries and wages amount $140,102,000
Number of returns with salaries and wages 2,010
Salaries and wages amount $116,359
Number of returns with taxable interest 430
Taxable interest amount $348
Number of returns with ordinary dividends 220
Ordinary dividends amount $677,000
Number of returns with qualified dividends 190
Qualified dividends amount [6] $519
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $21
Number of returns with business or professional net income (less loss) 430
Business or professional net income (less loss) amount $4,311,000
Number of returns with net capital gain (less loss) 210
Net capital gain (less loss) amount $745,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $2,929,000
Number of returns with taxable pensions and annuities 370
Taxable pensions and annuities amount $7,839,000
Number of farm returns 50
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $673,000
Number of returns with taxable Social Security benefits 320
Taxable Social Security benefits amount $5,030,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $1,176,000
Number of returns with total statutory adjustments 620
Total statutory adjustments amount $1,408,000
Number of returns with educator expenses 110
Educator expenses amount $28,000
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 $242,000
Number of returns with IRA payments 20
IRA payments amount $88,000
Number of returns with student loan interest deduction 240
Student loan interest deduction amount $257,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $48,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 930
Total itemized deductions amount $20,694,000
Amount of AGI for itemized returns $57,859,000
Number of returns with State and local income taxes 20
State and local income taxes amount $64,000
Number of returns with State and local general sales tax 730
State and local general sales tax amount $1,197,000
Number of returns with real estate taxes 680
Real estate taxes amount $3,603,000
Number of returns with taxes paid 870
Taxes paid amount $5,124,000
Number of returns with mortgage interest paid 610
Mortgage interest paid amount $3,546,000
Number of returns with contributions 610
Contributions amount $2,401,000
Number of returns with taxable income 2,210
Taxable income amount $83,623,000
Number of returns with income tax before credits 2,210
Income tax before credits amount $11,646,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,010
Total tax credits amount $1,546,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $65,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $218,000
Number of returns with retirement savings contribution credit 160
Retirement savings contribution credit amount $26,000
Number of returns with child tax credit 750
Child tax credit amount $1,158,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $44,000
Number of returns with self-employment tax 270
Self-employment tax amount $934,000
Number of returns with total tax payments 2,200
Total tax payments amount $16,517,000
Number of returns with earned income credit 30
Earned income credit amount [8] $8,000
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 190
Additional child tax credit amount $237,000
Number of returns with refundable education credit 150
Refundable education credit amount $118,000
Number of returns with income tax 2,030
Income tax amount [10] $10,100,000
Number of returns with tax liability 2,090
Total tax liability amount [11] $11,259,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 390
Tax due at time of filing amount [12] $1,257,000
Number of returns with overpayments refunded 1,840
Overpayments refunded amount [13] $6,380,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $69,000

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

Number of returns 1,510
Number of single returns 330
Number of joint returns 1,040
Number of head of household returns 110
Number of returns with paid preparer's signature 750
Number of exemptions 3,870
Number of dependents 1,310
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] 280
Number of elderly returns [4] 350
Adjust gross income (AGI) [5] $131,165,000
Number of returns with total income 1,510
Salaries and wages amount $132,245,000
Number of returns with salaries and wages 1,370
Salaries and wages amount $107,921
Number of returns with taxable interest 350
Taxable interest amount $421
Number of returns with ordinary dividends 200
Ordinary dividends amount $914,000
Number of returns with qualified dividends 190
Qualified dividends amount [6] $660
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 290
Business or professional net income (less loss) amount $3,675,000
Number of returns with net capital gain (less loss) 210
Net capital gain (less loss) amount $1,205,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $3,441,000
Number of returns with taxable pensions and annuities 310
Taxable pensions and annuities amount $8,116,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $287,000
Number of returns with taxable Social Security benefits 260
Taxable Social Security benefits amount $5,125,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $933,000
Number of returns with total statutory adjustments 420
Total statutory adjustments amount $1,080,000
Number of returns with educator expenses 80
Educator expenses amount $25,000
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 $236,000
Number of returns with IRA payments 20
IRA payments amount $116,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $167,000
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 820
Total itemized deductions amount $20,561,000
Amount of AGI for itemized returns $71,424,000
Number of returns with State and local income taxes 30
State and local income taxes amount $57,000
Number of returns with State and local general sales tax 660
State and local general sales tax amount $1,240,000
Number of returns with real estate taxes 690
Real estate taxes amount $4,067,000
Number of returns with taxes paid 770
Taxes paid amount $5,515,000
Number of returns with mortgage interest paid 620
Mortgage interest paid amount $4,138,000
Number of returns with contributions 580
Contributions amount $2,472,000
Number of returns with taxable income 1,500
Taxable income amount $87,776,000
Number of returns with income tax before credits 1,490
Income tax before credits amount $12,963,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 650
Total tax credits amount $1,159,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $73,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $157,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 510
Child tax credit amount $873,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 190
Self-employment tax amount $713,000
Number of returns with total tax payments 1,490
Total tax payments amount $16,325,000
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 30
Additional child tax credit amount $32,000
Number of returns with refundable education credit 100
Refundable education credit amount $83,000
Number of returns with income tax 1,470
Income tax amount [10] $11,805,000
Number of returns with tax liability 1,480
Total tax liability amount [11] $12,694,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 290
Tax due at time of filing amount [12] $1,190,000
Number of returns with overpayments refunded 1,200
Overpayments refunded amount [13] $4,690,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $94,000

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

Number of returns 2,550
Number of single returns 270
Number of joint returns 2,160
Number of head of household returns 120
Number of returns with paid preparer's signature 1,270
Number of exemptions 7,210
Number of dependents 2,500
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] 350
Number of elderly returns [4] 610
Adjust gross income (AGI) [5] $348,885,000
Number of returns with total income 2,550
Salaries and wages amount $351,461,000
Number of returns with salaries and wages 2,380
Salaries and wages amount $289,552
Number of returns with taxable interest 930
Taxable interest amount $794
Number of returns with ordinary dividends 620
Ordinary dividends amount $2,855,000
Number of returns with qualified dividends 570
Qualified dividends amount [6] $2,165
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $31
Number of returns with business or professional net income (less loss) 530
Business or professional net income (less loss) amount $7,720,000
Number of returns with net capital gain (less loss) 560
Net capital gain (less loss) amount $4,381,000
Number of returns with taxable individual retirement arrangements distributions 330
Taxable individual retirement arrangements distributions amount $11,741,000
Number of returns with taxable pensions and annuities 570
Taxable pensions and annuities amount $19,273,000
Number of farm returns 40
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $588,000
Number of returns with taxable Social Security benefits 410
Taxable Social Security benefits amount $9,920,000
Number of returns with partnership/S-corp net income (less loss) 190
Partnership/S-corp net income (less loss) amount $4,113,000
Number of returns with total statutory adjustments 890
Total statutory adjustments amount $2,576,000
Number of returns with educator expenses 210
Educator expenses amount $60,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $252,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $424,000
Number of returns with IRA payments 50
IRA payments amount $301,000
Number of returns with student loan interest deduction 300
Student loan interest deduction amount $343,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $72,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,890
Total itemized deductions amount $52,718,000
Amount of AGI for itemized returns $263,295,000
Number of returns with State and local income taxes 60
State and local income taxes amount $239,000
Number of returns with State and local general sales tax 1,580
State and local general sales tax amount $3,911,000
Number of returns with real estate taxes 1,760
Real estate taxes amount $13,083,000
Number of returns with taxes paid 1,850
Taxes paid amount $17,649,000
Number of returns with mortgage interest paid 1,660
Mortgage interest paid amount $12,592,000
Number of returns with contributions 1,500
Contributions amount $7,897,000
Number of returns with taxable income 2,540
Taxable income amount $260,642,000
Number of returns with income tax before credits 2,530
Income tax before credits amount $45,340,000
Number of returns with alternative minimum tax 90
Alternative minimum tax amount $180,000
Number of returns with total tax credits 1,080
Total tax credits amount $1,530,000
Number of returns with foreign tax credit 190
Foreign tax credit amount $76,000
Number of returns with child and dependent care credit 290
Child and dependent care credit amount $202,000
Number of returns with nonrefundable education credit 210
Nonrefundable education credit amount $246,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 640
Child tax credit amount $878,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $81,000
Number of returns with self-employment tax 350
Self-employment tax amount $1,381,000
Number of returns with total tax payments 2,530
Total tax payments amount $50,945,000
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 180
Refundable education credit amount $147,000
Number of returns with income tax 2,530
Income tax amount [10] $43,810,000
Number of returns with tax liability 2,530
Total tax liability amount [11] $45,618,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 750
Tax due at time of filing amount [12] $3,612,000
Number of returns with overpayments refunded 1,750
Overpayments refunded amount [13] $8,561,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $327,000

Adjusted Gross Income: $200,000 or more

Number of returns 820
Number of single returns 70
Number of joint returns 730
Number of head of household returns 0
Number of returns with paid preparer's signature 500
Number of exemptions 2,220
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] 20
Number of elderly returns [4] 280
Adjust gross income (AGI) [5] $303,984,000
Number of returns with total income 820
Salaries and wages amount $307,329,000
Number of returns with salaries and wages 750
Salaries and wages amount $200,177
Number of returns with taxable interest 540
Taxable interest amount $6,847
Number of returns with ordinary dividends 420
Ordinary dividends amount $4,893,000
Number of returns with qualified dividends 400
Qualified dividends amount [6] $4,103
Number of returns with state and local income tax refunds 20
State and local income tax refunds amount $27
Number of returns with business or professional net income (less loss) 200
Business or professional net income (less loss) amount $11,808,000
Number of returns with net capital gain (less loss) 410
Net capital gain (less loss) amount $21,702,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $7,677,000
Number of returns with taxable pensions and annuities 220
Taxable pensions and annuities amount $13,095,000
Number of farm returns 20
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 140
Taxable Social Security benefits amount $3,169,000
Number of returns with partnership/S-corp net income (less loss) 190
Partnership/S-corp net income (less loss) amount $30,174,000
Number of returns with total statutory adjustments 250
Total statutory adjustments amount $3,345,000
Number of returns with educator expenses 20
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $741,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $750,000
Number of returns with IRA payments 20
IRA payments amount $202,000
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 710
Total itemized deductions amount $32,782,000
Amount of AGI for itemized returns $256,270,000
Number of returns with State and local income taxes 30
State and local income taxes amount $727,000
Number of returns with State and local general sales tax 610
State and local general sales tax amount $2,228,000
Number of returns with real estate taxes 680
Real estate taxes amount $7,412,000
Number of returns with taxes paid 700
Taxes paid amount $10,537,000
Number of returns with mortgage interest paid 580
Mortgage interest paid amount $5,899,000
Number of returns with contributions 590
Contributions amount $8,621,000
Number of returns with taxable income 810
Taxable income amount $264,313,000
Number of returns with income tax before credits 810
Income tax before credits amount $68,947,000
Number of returns with alternative minimum tax 240
Alternative minimum tax amount $792,000
Number of returns with total tax credits 270
Total tax credits amount $1,536,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $861,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $40,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 160
Self-employment tax amount $1,073,000
Number of returns with total tax payments 810
Total tax payments amount $65,127,000
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 810
Income tax amount [10] $67,411,000
Number of returns with tax liability 810
Total tax liability amount [11] $70,575,000
Number of returns with net investment income tax 370
Net investment income tax $1,165,000
Number of returns with tax due at time of filing 380
Tax due at time of filing amount [12] $11,121,000
Number of returns with overpayments refunded 370
Overpayments refunded amount [13] $3,904,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $1,654,000

[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.