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ZIP Code Database - Facts & Stats

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ZIP Code 77381 Income Tax Stats

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

ZIP Code 77381 Data

Zip Code:77381
City:Spring
State:TX [Texas]
Counties: MONTGOMERY, TX
City Alias(es):Spring
Area Code:281 / 832
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


77381 Income Tax Overview

Total Number of Tax Returns for ZIP Code 77381 [1] 16,020
Total Number of Single Tax Returns for ZIP Code 77381 5,570
Total Number of Joint Tax Returns for ZIP Code 77381 8,690
Total Number of Dependents for ZIP Code 77381 10,770
Total Adjusted Gross Income for ZIP Code 77381 $3,431,124,000
Average Income per Person for ZIP Code 77381 $98,141
Average Income per Household for ZIP Code 77381 $214,178

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 3,800
Number of single returns 3,030
Number of joint returns 390
Number of head of household returns 350
Number of returns with paid preparer's signature 1,220
Number of exemptions 3,770
Number of dependents 890
Total number of volunteer prepared returns [5] 120
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 90
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 340
Number of elderly returns [4] 750
Adjust gross income (AGI) [5] $39,109,000
Number of returns with total income 3,800
Salaries and wages amount $40,318,000
Number of returns with salaries and wages 2,760
Salaries and wages amount $28,705
Number of returns with taxable interest 720
Taxable interest amount $564
Number of returns with ordinary dividends 660
Ordinary dividends amount $1,423,000
Number of returns with qualified dividends 610
Qualified dividends amount [6] $1,001
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) 700
Business or professional net income (less loss) amount $4,375,000
Number of returns with net capital gain (less loss) 600
Net capital gain (less loss) amount $1,034,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $1,722,000
Number of returns with taxable pensions and annuities 410
Taxable pensions and annuities amount $3,582,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $238,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $384,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount ($536,000)
Number of returns with total statutory adjustments 750
Total statutory adjustments amount $1,209,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
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 $259,000
Number of returns with IRA payments 30
IRA payments amount $116,000
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $132,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $103,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 370
Total itemized deductions amount $7,564,000
Amount of AGI for itemized returns $5,102,000
Number of returns with State and local income taxes 30
State and local income taxes amount $50,000
Number of returns with State and local general sales tax 280
State and local general sales tax amount $260,000
Number of returns with real estate taxes 270
Real estate taxes amount $1,604,000
Number of returns with taxes paid 340
Taxes paid amount $1,920,000
Number of returns with mortgage interest paid 190
Mortgage interest paid amount $1,146,000
Number of returns with contributions 240
Contributions amount $492,000
Number of returns with taxable income 1,580
Taxable income amount $8,608,000
Number of returns with income tax before credits 1,490
Income tax before credits amount $909,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 370
Total tax credits amount $124,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $83,000
Number of returns with retirement savings contribution credit 110
Retirement savings contribution credit amount $19,000
Number of returns with child tax credit 40
Child tax credit amount $13,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 570
Self-employment tax amount $770,000
Number of returns with total tax payments 3,180
Total tax payments amount $5,717,000
Number of returns with earned income credit 860
Earned income credit amount [8] $1,845,000
Number of returns with excess earned income credit 690
Excess earned income credit (refundable) amount [9] $1,508,000
Number of returns with additional child tax credit 390
Additional child tax credit amount $500,000
Number of returns with refundable education credit 230
Refundable education credit amount $196,000
Number of returns with income tax 1,300
Income tax amount [10] $785,000
Number of returns with tax liability 1,780
Total tax liability amount [11] $1,617,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 490
Tax due at time of filing amount [12] $420,000
Number of returns with overpayments refunded 2,880
Overpayments refunded amount [13] $4,318,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $193,000

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

Number of returns 1,930
Number of single returns 1,080
Number of joint returns 540
Number of head of household returns 270
Number of returns with paid preparer's signature 730
Number of exemptions 3,380
Number of dependents 950
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 250
Number of elderly returns [4] 550
Adjust gross income (AGI) [5] $71,698,000
Number of returns with total income 1,930
Salaries and wages amount $73,173,000
Number of returns with salaries and wages 1,480
Salaries and wages amount $51,867
Number of returns with taxable interest 540
Taxable interest amount $728
Number of returns with ordinary dividends 440
Ordinary dividends amount $2,253,000
Number of returns with qualified dividends 410
Qualified dividends amount [6] $1,655
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 380
Business or professional net income (less loss) amount $4,226,000
Number of returns with net capital gain (less loss) 400
Net capital gain (less loss) amount $1,697,000
Number of returns with taxable individual retirement arrangements distributions 250
Taxable individual retirement arrangements distributions amount $3,402,000
Number of returns with taxable pensions and annuities 380
Taxable pensions and annuities amount $6,391,000
Number of farm returns 30
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $580,000
Number of returns with taxable Social Security benefits 400
Taxable Social Security benefits amount $3,151,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount ($284,000)
Number of returns with total statutory adjustments 570
Total statutory adjustments amount $1,475,000
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 70
Self-employment health insurance deduction amount $368,000
Number of returns with IRA payments 50
IRA payments amount $271,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $213,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $60,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 520
Total itemized deductions amount $10,742,000
Amount of AGI for itemized returns $19,937,000
Number of returns with State and local income taxes 0
State and local income taxes amount $0
Number of returns with State and local general sales tax 430
State and local general sales tax amount $519,000
Number of returns with real estate taxes 400
Real estate taxes amount $2,458,000
Number of returns with taxes paid 490
Taxes paid amount $3,091,000
Number of returns with mortgage interest paid 280
Mortgage interest paid amount $1,726,000
Number of returns with contributions 370
Contributions amount $1,155,000
Number of returns with taxable income 1,780
Taxable income amount $36,935,000
Number of returns with income tax before credits 1,750
Income tax before credits amount $4,523,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 680
Total tax credits amount $569,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $36,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $44,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $169,000
Number of returns with retirement savings contribution credit 210
Retirement savings contribution credit amount $43,000
Number of returns with child tax credit 300
Child tax credit amount $275,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 290
Self-employment tax amount $788,000
Number of returns with total tax payments 1,790
Total tax payments amount $8,085,000
Number of returns with earned income credit 340
Earned income credit amount [8] $701,000
Number of returns with excess earned income credit 250
Excess earned income credit (refundable) amount [9] $520,000
Number of returns with additional child tax credit 250
Additional child tax credit amount $358,000
Number of returns with refundable education credit 120
Refundable education credit amount $112,000
Number of returns with income tax 1,530
Income tax amount [10] $3,953,000
Number of returns with tax liability 1,640
Total tax liability amount [11] $4,887,000
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] $788,000
Number of returns with overpayments refunded 1,450
Overpayments refunded amount [13] $3,772,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $97,000

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

Number of returns 1,570
Number of single returns 740
Number of joint returns 620
Number of head of household returns 180
Number of returns with paid preparer's signature 640
Number of exemptions 3,060
Number of dependents 870
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 180
Number of elderly returns [4] 560
Adjust gross income (AGI) [5] $97,549,000
Number of returns with total income 1,570
Salaries and wages amount $99,196,000
Number of returns with salaries and wages 1,230
Salaries and wages amount $66,595
Number of returns with taxable interest 570
Taxable interest amount $796
Number of returns with ordinary dividends 470
Ordinary dividends amount $2,775,000
Number of returns with qualified dividends 430
Qualified dividends amount [6] $1,784
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $36
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $3,840,000
Number of returns with net capital gain (less loss) 420
Net capital gain (less loss) amount $1,896,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $5,758,000
Number of returns with taxable pensions and annuities 400
Taxable pensions and annuities amount $8,968,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $424,000
Number of returns with taxable Social Security benefits 390
Taxable Social Security benefits amount $6,391,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $1,326,000
Number of returns with total statutory adjustments 520
Total statutory adjustments amount $1,647,000
Number of returns with educator expenses 80
Educator expenses amount $21,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $365,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $453,000
Number of returns with IRA payments 40
IRA payments amount $224,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $193,000
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 660
Total itemized deductions amount $14,799,000
Amount of AGI for itemized returns $41,307,000
Number of returns with State and local income taxes 20
State and local income taxes amount $91,000
Number of returns with State and local general sales tax 530
State and local general sales tax amount $752,000
Number of returns with real estate taxes 550
Real estate taxes amount $3,491,000
Number of returns with taxes paid 630
Taxes paid amount $4,418,000
Number of returns with mortgage interest paid 420
Mortgage interest paid amount $2,528,000
Number of returns with contributions 480
Contributions amount $1,914,000
Number of returns with taxable income 1,540
Taxable income amount $62,683,000
Number of returns with income tax before credits 1,520
Income tax before credits amount $8,853,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 590
Total tax credits amount $792,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $61,000
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 120
Nonrefundable education credit amount $150,000
Number of returns with retirement savings contribution credit 70
Retirement savings contribution credit amount $11,000
Number of returns with child tax credit 320
Child tax credit amount $498,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $21,000
Number of returns with self-employment tax 230
Self-employment tax amount $795,000
Number of returns with total tax payments 1,510
Total tax payments amount $11,262,000
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 70
Additional child tax credit amount $98,000
Number of returns with refundable education credit 90
Refundable education credit amount $74,000
Number of returns with income tax 1,450
Income tax amount [10] $8,061,000
Number of returns with tax liability 1,490
Total tax liability amount [11] $8,975,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 440
Tax due at time of filing amount [12] $1,162,000
Number of returns with overpayments refunded 1,070
Overpayments refunded amount [13] $3,247,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $193,000

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

Number of returns 1,370
Number of single returns 430
Number of joint returns 800
Number of head of household returns 110
Number of returns with paid preparer's signature 570
Number of exemptions 3,090
Number of dependents 920
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 100
Number of elderly returns [4] 540
Adjust gross income (AGI) [5] $119,807,000
Number of returns with total income 1,370
Salaries and wages amount $121,615,000
Number of returns with salaries and wages 1,070
Salaries and wages amount $78,314
Number of returns with taxable interest 620
Taxable interest amount $1,064
Number of returns with ordinary dividends 520
Ordinary dividends amount $3,365,000
Number of returns with qualified dividends 490
Qualified dividends amount [6] $2,386
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) 300
Business or professional net income (less loss) amount $5,170,000
Number of returns with net capital gain (less loss) 460
Net capital gain (less loss) amount $2,552,000
Number of returns with taxable individual retirement arrangements distributions 330
Taxable individual retirement arrangements distributions amount $8,581,000
Number of returns with taxable pensions and annuities 410
Taxable pensions and annuities amount $11,448,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $383,000
Number of returns with taxable Social Security benefits 400
Taxable Social Security benefits amount $8,705,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $1,783,000
Number of returns with total statutory adjustments 410
Total statutory adjustments amount $1,808,000
Number of returns with educator expenses 50
Educator expenses amount $16,000
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 $501,000
Number of returns with IRA payments 30
IRA payments amount $178,000
Number of returns with student loan interest deduction 140
Student loan interest deduction amount $168,000
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 730
Total itemized deductions amount $16,832,000
Amount of AGI for itemized returns $64,193,000
Number of returns with State and local income taxes 30
State and local income taxes amount $135,000
Number of returns with State and local general sales tax 600
State and local general sales tax amount $981,000
Number of returns with real estate taxes 650
Real estate taxes amount $4,391,000
Number of returns with taxes paid 720
Taxes paid amount $5,622,000
Number of returns with mortgage interest paid 510
Mortgage interest paid amount $3,483,000
Number of returns with contributions 600
Contributions amount $2,593,000
Number of returns with taxable income 1,360
Taxable income amount $83,848,000
Number of returns with income tax before credits 1,350
Income tax before credits amount $12,681,000
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 $855,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $56,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $51,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $149,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 340
Child tax credit amount $568,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 210
Self-employment tax amount $973,000
Number of returns with total tax payments 1,340
Total tax payments amount $14,591,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 20
Additional child tax credit amount $27,000
Number of returns with refundable education credit 90
Refundable education credit amount $81,000
Number of returns with income tax 1,330
Income tax amount [10] $11,825,000
Number of returns with tax liability 1,350
Total tax liability amount [11] $12,931,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 470
Tax due at time of filing amount [12] $1,559,000
Number of returns with overpayments refunded 850
Overpayments refunded amount [13] $2,965,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $215,000

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

Number of returns 3,710
Number of single returns 540
Number of joint returns 3,000
Number of head of household returns 140
Number of returns with paid preparer's signature 1,620
Number of exemptions 9,960
Number of dependents 3,260
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] 200
Number of elderly returns [4] 1,490
Adjust gross income (AGI) [5] $532,473,000
Number of returns with total income 3,710
Salaries and wages amount $538,920,000
Number of returns with salaries and wages 3,090
Salaries and wages amount $365,949
Number of returns with taxable interest 2,120
Taxable interest amount $3,367
Number of returns with ordinary dividends 1,890
Ordinary dividends amount $17,053,000
Number of returns with qualified dividends 1,770
Qualified dividends amount [6] $12,673
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $114
Number of returns with business or professional net income (less loss) 860
Business or professional net income (less loss) amount $18,125,000
Number of returns with net capital gain (less loss) 1,700
Net capital gain (less loss) amount $15,853,000
Number of returns with taxable individual retirement arrangements distributions 970
Taxable individual retirement arrangements distributions amount $41,852,000
Number of returns with taxable pensions and annuities 1,060
Taxable pensions and annuities amount $39,558,000
Number of farm returns 40
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $623,000
Number of returns with taxable Social Security benefits 980
Taxable Social Security benefits amount $25,631,000
Number of returns with partnership/S-corp net income (less loss) 480
Partnership/S-corp net income (less loss) amount $6,880,000
Number of returns with total statutory adjustments 1,300
Total statutory adjustments amount $6,447,000
Number of returns with educator expenses 190
Educator expenses amount $52,000
Number of returns with self-employment retirement plans 70
Self-employment retirement plans amount $1,233,000
Number of returns with self-employment health insurance deduction 180
Self-employment health insurance deduction amount $1,546,000
Number of returns with IRA payments 140
IRA payments amount $769,000
Number of returns with student loan interest deduction 320
Student loan interest deduction amount $366,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $123,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $56,000
Number of returns with itemized deductions 2,620
Total itemized deductions amount $69,811,000
Amount of AGI for itemized returns $383,438,000
Number of returns with State and local income taxes 130
State and local income taxes amount $714,000
Number of returns with State and local general sales tax 2,250
State and local general sales tax amount $5,255,000
Number of returns with real estate taxes 2,490
Real estate taxes amount $20,823,000
Number of returns with taxes paid 2,590
Taxes paid amount $27,218,000
Number of returns with mortgage interest paid 1,990
Mortgage interest paid amount $16,092,000
Number of returns with contributions 2,280
Contributions amount $12,908,000
Number of returns with taxable income 3,710
Taxable income amount $409,402,000
Number of returns with income tax before credits 3,680
Income tax before credits amount $71,959,000
Number of returns with alternative minimum tax 100
Alternative minimum tax amount $252,000
Number of returns with total tax credits 1,710
Total tax credits amount $1,961,000
Number of returns with foreign tax credit 760
Foreign tax credit amount $339,000
Number of returns with child and dependent care credit 290
Child and dependent care credit amount $172,000
Number of returns with nonrefundable education credit 300
Nonrefundable education credit amount $379,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 600
Child tax credit amount $779,000
Number of returns with residential energy tax credit 100
Residential energy tax credit amount $57,000
Number of returns with self-employment tax 630
Self-employment tax amount $2,992,000
Number of returns with total tax payments 3,660
Total tax payments amount $79,244,000
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 260
Refundable education credit amount $229,000
Number of returns with income tax 3,660
Income tax amount [10] $69,998,000
Number of returns with tax liability 3,670
Total tax liability amount [11] $73,550,000
Number of returns with net investment income tax 30
Net investment income tax $27,000
Number of returns with tax due at time of filing 1,360
Tax due at time of filing amount [12] $7,094,000
Number of returns with overpayments refunded 2,130
Overpayments refunded amount [13] $10,907,000
Number of returns with credit to next year’s estimated tax 260
Credited to next year’s estimated tax amount $1,759,000

Adjusted Gross Income: $200,000 or more

Number of returns 3,640
Number of single returns 220
Number of joint returns 3,340
Number of head of household returns 70
Number of returns with paid preparer's signature 2,270
Number of exemptions 10,860
Number of dependents 3,880
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] 50
Number of elderly returns [4] 1,240
Adjust gross income (AGI) [5] $2,570,488,000
Number of returns with total income 3,640
Salaries and wages amount $2,602,791,000
Number of returns with salaries and wages 3,360
Salaries and wages amount $1,353,604
Number of returns with taxable interest 2,910
Taxable interest amount $33,228
Number of returns with ordinary dividends 2,710
Ordinary dividends amount $131,440,000
Number of returns with qualified dividends 2,600
Qualified dividends amount [6] $103,788
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $705
Number of returns with business or professional net income (less loss) 900
Business or professional net income (less loss) amount $54,076,000
Number of returns with net capital gain (less loss) 2,580
Net capital gain (less loss) amount $403,062,000
Number of returns with taxable individual retirement arrangements distributions 670
Taxable individual retirement arrangements distributions amount $41,944,000
Number of returns with taxable pensions and annuities 740
Taxable pensions and annuities amount $36,544,000
Number of farm returns 60
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $348,000
Number of returns with taxable Social Security benefits 480
Taxable Social Security benefits amount $13,192,000
Number of returns with partnership/S-corp net income (less loss) 1,190
Partnership/S-corp net income (less loss) amount $385,063,000
Number of returns with total statutory adjustments 1,180
Total statutory adjustments amount $32,303,000
Number of returns with educator expenses 100
Educator expenses amount $24,000
Number of returns with self-employment retirement plans 180
Self-employment retirement plans amount $7,297,000
Number of returns with self-employment health insurance deduction 270
Self-employment health insurance deduction amount $3,673,000
Number of returns with IRA payments 50
IRA payments amount $467,000
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 110
Domestic production activities deduction amount $8,187,000
Number of returns with itemized deductions 3,130
Total itemized deductions amount $177,917,000
Amount of AGI for itemized returns $2,260,558,000
Number of returns with State and local income taxes 200
State and local income taxes amount $8,277,000
Number of returns with State and local general sales tax 2,800
State and local general sales tax amount $11,133,000
Number of returns with real estate taxes 3,050
Real estate taxes amount $47,249,000
Number of returns with taxes paid 3,130
Taxes paid amount $73,134,000
Number of returns with mortgage interest paid 2,390
Mortgage interest paid amount $29,325,000
Number of returns with contributions 2,880
Contributions amount $71,259,000
Number of returns with taxable income 3,640
Taxable income amount $2,361,025,000
Number of returns with income tax before credits 3,640
Income tax before credits amount $694,891,000
Number of returns with alternative minimum tax 1,340
Alternative minimum tax amount $6,254,000
Number of returns with total tax credits 1,820
Total tax credits amount $41,620,000
Number of returns with foreign tax credit 1,530
Foreign tax credit amount $39,394,000
Number of returns with child and dependent care credit 230
Child and dependent care credit amount $133,000
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 100
Residential energy tax credit amount $76,000
Number of returns with self-employment tax 800
Self-employment tax amount $7,547,000
Number of returns with total tax payments 3,610
Total tax payments amount $702,231,000
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 3,630
Income tax amount [10] $653,271,000
Number of returns with tax liability 3,640
Total tax liability amount [11] $657,006,000
Number of returns with net investment income tax 2,270
Net investment income tax $13,972,000
Number of returns with tax due at time of filing 1,810
Tax due at time of filing amount [12] $61,810,000
Number of returns with overpayments refunded 1,400
Overpayments refunded amount [13] $33,481,000
Number of returns with credit to next year’s estimated tax 500
Credited to next year’s estimated tax amount $47,166,000

[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.