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ZIP Code Database - Facts & Stats

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ZIP Code 77389 Income Tax Stats

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

ZIP Code 77389 Data

Zip Code:77389
City:Spring
State:TX [Texas]
Counties: HARRIS, TX
City Alias(es):Spring
Area Code:832 / 281 / 346 / 713
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


77389 Income Tax Overview

Total Number of Tax Returns for ZIP Code 77389 [1] 15,560
Total Number of Single Tax Returns for ZIP Code 77389 5,830
Total Number of Joint Tax Returns for ZIP Code 77389 8,380
Total Number of Dependents for ZIP Code 77389 13,330
Total Adjusted Gross Income for ZIP Code 77389 $2,233,556,000
Average Income per Person for ZIP Code 77389 $105,084
Average Income per Household for ZIP Code 77389 $143,545

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 3,730
Number of single returns 2,680
Number of joint returns 480
Number of head of household returns 510
Number of returns with paid preparer's signature 1,520
Number of exemptions 4,760
Number of dependents 1,580
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
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] 530
Number of elderly returns [4] 550
Adjust gross income (AGI) [5] $42,981,000
Number of returns with total income 3,730
Salaries and wages amount $44,138,000
Number of returns with salaries and wages 2,840
Salaries and wages amount $34,496
Number of returns with taxable interest 430
Taxable interest amount $343
Number of returns with ordinary dividends 270
Ordinary dividends amount $619,000
Number of returns with qualified dividends 250
Qualified dividends amount [6] $390
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) 860
Business or professional net income (less loss) amount $5,025,000
Number of returns with net capital gain (less loss) 250
Net capital gain (less loss) amount $664,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $1,281,000
Number of returns with taxable pensions and annuities 310
Taxable pensions and annuities amount $2,632,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $394,000
Number of returns with taxable Social Security benefits 150
Taxable Social Security benefits amount $308,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount ($195,000)
Number of returns with total statutory adjustments 840
Total statutory adjustments amount $1,157,000
Number of returns with educator expenses 20
Educator expenses amount $5,000
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 $177,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $105,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $102,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 290
Total itemized deductions amount $5,529,000
Amount of AGI for itemized returns $4,266,000
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 210
State and local general sales tax amount $183,000
Number of returns with real estate taxes 180
Real estate taxes amount $1,248,000
Number of returns with taxes paid 250
Taxes paid amount $1,478,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $904,000
Number of returns with contributions 150
Contributions amount $362,000
Number of returns with taxable income 1,490
Taxable income amount $8,660,000
Number of returns with income tax before credits 1,480
Income tax before credits amount $926,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 420
Total tax credits amount $140,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $84,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $18,000
Number of returns with child tax credit 90
Child tax credit amount $30,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 690
Self-employment tax amount $1,024,000
Number of returns with total tax payments 3,290
Total tax payments amount $7,143,000
Number of returns with earned income credit 1,070
Earned income credit amount [8] $2,774,000
Number of returns with excess earned income credit 900
Excess earned income credit (refundable) amount [9] $2,245,000
Number of returns with additional child tax credit 650
Additional child tax credit amount $892,000
Number of returns with refundable education credit 250
Refundable education credit amount $206,000
Number of returns with income tax 1,230
Income tax amount [10] $785,000
Number of returns with tax liability 1,860
Total tax liability amount [11] $1,899,000
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] $482,000
Number of returns with overpayments refunded 3,010
Overpayments refunded amount [13] $5,663,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $51,000

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

Number of returns 2,310
Number of single returns 1,130
Number of joint returns 660
Number of head of household returns 450
Number of returns with paid preparer's signature 1,020
Number of exemptions 4,690
Number of dependents 1,740
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] 470
Number of elderly returns [4] 400
Adjust gross income (AGI) [5] $85,187,000
Number of returns with total income 2,310
Salaries and wages amount $86,593,000
Number of returns with salaries and wages 1,970
Salaries and wages amount $70,594
Number of returns with taxable interest 320
Taxable interest amount $313
Number of returns with ordinary dividends 240
Ordinary dividends amount $614,000
Number of returns with qualified dividends 220
Qualified dividends amount [6] $393
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) 460
Business or professional net income (less loss) amount $4,965,000
Number of returns with net capital gain (less loss) 230
Net capital gain (less loss) amount $665,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $2,017,000
Number of returns with taxable pensions and annuities 330
Taxable pensions and annuities amount $4,791,000
Number of farm returns 30
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $460,000
Number of returns with taxable Social Security benefits 280
Taxable Social Security benefits amount $1,985,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $1,269,000
Number of returns with total statutory adjustments 650
Total statutory adjustments amount $1,406,000
Number of returns with educator expenses 70
Educator expenses amount $17,000
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 $325,000
Number of returns with IRA payments 50
IRA payments amount $180,000
Number of returns with student loan interest deduction 270
Student loan interest deduction amount $269,000
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 560
Total itemized deductions amount $11,761,000
Amount of AGI for itemized returns $21,324,000
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 420
State and local general sales tax amount $511,000
Number of returns with real estate taxes 370
Real estate taxes amount $2,471,000
Number of returns with taxes paid 500
Taxes paid amount $3,151,000
Number of returns with mortgage interest paid 300
Mortgage interest paid amount $2,065,000
Number of returns with contributions 350
Contributions amount $1,175,000
Number of returns with taxable income 2,130
Taxable income amount $41,381,000
Number of returns with income tax before credits 2,130
Income tax before credits amount $5,150,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 950
Total tax credits amount $867,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $90,000
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $214,000
Number of returns with retirement savings contribution credit 280
Retirement savings contribution credit amount $50,000
Number of returns with child tax credit 530
Child tax credit amount $489,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 330
Self-employment tax amount $1,007,000
Number of returns with total tax payments 2,220
Total tax payments amount $10,138,000
Number of returns with earned income credit 540
Earned income credit amount [8] $1,115,000
Number of returns with excess earned income credit 410
Excess earned income credit (refundable) amount [9] $831,000
Number of returns with additional child tax credit 480
Additional child tax credit amount $740,000
Number of returns with refundable education credit 170
Refundable education credit amount $150,000
Number of returns with income tax 1,710
Income tax amount [10] $4,283,000
Number of returns with tax liability 1,890
Total tax liability amount [11] $5,438,000
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] $928,000
Number of returns with overpayments refunded 1,890
Overpayments refunded amount [13] $5,457,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $104,000

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

Number of returns 1,720
Number of single returns 690
Number of joint returns 740
Number of head of household returns 240
Number of returns with paid preparer's signature 780
Number of exemptions 3,730
Number of dependents 1,280
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 300
Number of elderly returns [4] 410
Adjust gross income (AGI) [5] $105,704,000
Number of returns with total income 1,720
Salaries and wages amount $107,145,000
Number of returns with salaries and wages 1,450
Salaries and wages amount $82,460
Number of returns with taxable interest 420
Taxable interest amount $387
Number of returns with ordinary dividends 290
Ordinary dividends amount $1,436,000
Number of returns with qualified dividends 270
Qualified dividends amount [6] $966
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $34
Number of returns with business or professional net income (less loss) 370
Business or professional net income (less loss) amount $4,514,000
Number of returns with net capital gain (less loss) 300
Net capital gain (less loss) amount $1,224,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $3,502,000
Number of returns with taxable pensions and annuities 310
Taxable pensions and annuities amount $7,504,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $354,000
Number of returns with taxable Social Security benefits 300
Taxable Social Security benefits amount $4,682,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $974,000
Number of returns with total statutory adjustments 580
Total statutory adjustments amount $1,441,000
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 50
Self-employment health insurance deduction amount $295,000
Number of returns with IRA payments 40
IRA payments amount $192,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $256,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $44,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 760
Total itemized deductions amount $17,508,000
Amount of AGI for itemized returns $47,239,000
Number of returns with State and local income taxes 40
State and local income taxes amount $79,000
Number of returns with State and local general sales tax 600
State and local general sales tax amount $961,000
Number of returns with real estate taxes 600
Real estate taxes amount $4,097,000
Number of returns with taxes paid 720
Taxes paid amount $5,336,000
Number of returns with mortgage interest paid 500
Mortgage interest paid amount $3,447,000
Number of returns with contributions 570
Contributions amount $2,252,000
Number of returns with taxable income 1,680
Taxable income amount $64,828,000
Number of returns with income tax before credits 1,660
Income tax before credits amount $9,145,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 710
Total tax credits amount $1,052,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $23,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $60,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $179,000
Number of returns with retirement savings contribution credit 90
Retirement savings contribution credit amount $14,000
Number of returns with child tax credit 480
Child tax credit amount $741,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $27,000
Number of returns with self-employment tax 250
Self-employment tax amount $890,000
Number of returns with total tax payments 1,660
Total tax payments amount $12,378,000
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 130
Additional child tax credit amount $157,000
Number of returns with refundable education credit 110
Refundable education credit amount $104,000
Number of returns with income tax 1,540
Income tax amount [10] $8,093,000
Number of returns with tax liability 1,600
Total tax liability amount [11] $9,147,000
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] $1,250,000
Number of returns with overpayments refunded 1,300
Overpayments refunded amount [13] $4,279,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $165,000

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

Number of returns 1,310
Number of single returns 330
Number of joint returns 850
Number of head of household returns 100
Number of returns with paid preparer's signature 600
Number of exemptions 3,320
Number of dependents 1,160
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] 180
Number of elderly returns [4] 320
Adjust gross income (AGI) [5] $114,155,000
Number of returns with total income 1,310
Salaries and wages amount $115,748,000
Number of returns with salaries and wages 1,120
Salaries and wages amount $88,415
Number of returns with taxable interest 460
Taxable interest amount $544
Number of returns with ordinary dividends 330
Ordinary dividends amount $1,343,000
Number of returns with qualified dividends 290
Qualified dividends amount [6] $951
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) 310
Business or professional net income (less loss) amount $3,995,000
Number of returns with net capital gain (less loss) 310
Net capital gain (less loss) amount $1,522,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $4,673,000
Number of returns with taxable pensions and annuities 270
Taxable pensions and annuities amount $7,047,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $364,000
Number of returns with taxable Social Security benefits 250
Taxable Social Security benefits amount $5,205,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $1,636,000
Number of returns with total statutory adjustments 460
Total statutory adjustments amount $1,593,000
Number of returns with educator expenses 70
Educator expenses amount $21,000
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 $508,000
Number of returns with IRA payments 30
IRA payments amount $164,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $202,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $90,000
Number of returns with itemized deductions 800
Total itemized deductions amount $19,500,000
Amount of AGI for itemized returns $70,258,000
Number of returns with State and local income taxes 30
State and local income taxes amount $77,000
Number of returns with State and local general sales tax 660
State and local general sales tax amount $1,152,000
Number of returns with real estate taxes 710
Real estate taxes amount $5,295,000
Number of returns with taxes paid 790
Taxes paid amount $6,733,000
Number of returns with mortgage interest paid 650
Mortgage interest paid amount $4,989,000
Number of returns with contributions 610
Contributions amount $2,559,000
Number of returns with taxable income 1,300
Taxable income amount $76,025,000
Number of returns with income tax before credits 1,290
Income tax before credits amount $11,395,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 630
Total tax credits amount $1,155,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $64,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $76,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $159,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 450
Child tax credit amount $794,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $14,000
Number of returns with self-employment tax 210
Self-employment tax amount $808,000
Number of returns with total tax payments 1,280
Total tax payments amount $14,177,000
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 40
Additional child tax credit amount $43,000
Number of returns with refundable education credit 100
Refundable education credit amount $87,000
Number of returns with income tax 1,260
Income tax amount [10] $10,240,000
Number of returns with tax liability 1,280
Total tax liability amount [11] $11,221,000
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] $1,357,000
Number of returns with overpayments refunded 940
Overpayments refunded amount [13] $3,978,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $297,000

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

Number of returns 3,570
Number of single returns 430
Number of joint returns 2,940
Number of head of household returns 160
Number of returns with paid preparer's signature 1,590
Number of exemptions 10,500
Number of dependents 3,990
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] 830
Adjust gross income (AGI) [5] $510,367,000
Number of returns with total income 3,570
Salaries and wages amount $515,593,000
Number of returns with salaries and wages 3,250
Salaries and wages amount $412,370
Number of returns with taxable interest 1,590
Taxable interest amount $2,488
Number of returns with ordinary dividends 1,290
Ordinary dividends amount $7,691,000
Number of returns with qualified dividends 1,200
Qualified dividends amount [6] $5,563
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $108
Number of returns with business or professional net income (less loss) 820
Business or professional net income (less loss) amount $14,390,000
Number of returns with net capital gain (less loss) 1,200
Net capital gain (less loss) amount $8,847,000
Number of returns with taxable individual retirement arrangements distributions 530
Taxable individual retirement arrangements distributions amount $19,774,000
Number of returns with taxable pensions and annuities 770
Taxable pensions and annuities amount $25,700,000
Number of farm returns 30
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $640,000
Number of returns with taxable Social Security benefits 510
Taxable Social Security benefits amount $12,945,000
Number of returns with partnership/S-corp net income (less loss) 430
Partnership/S-corp net income (less loss) amount $9,739,000
Number of returns with total statutory adjustments 1,280
Total statutory adjustments amount $5,226,000
Number of returns with educator expenses 250
Educator expenses amount $67,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $777,000
Number of returns with self-employment health insurance deduction 140
Self-employment health insurance deduction amount $1,257,000
Number of returns with IRA payments 80
IRA payments amount $425,000
Number of returns with student loan interest deduction 350
Student loan interest deduction amount $399,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $125,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,800
Total itemized deductions amount $79,622,000
Amount of AGI for itemized returns $407,753,000
Number of returns with State and local income taxes 130
State and local income taxes amount $738,000
Number of returns with State and local general sales tax 2,340
State and local general sales tax amount $5,689,000
Number of returns with real estate taxes 2,650
Real estate taxes amount $25,563,000
Number of returns with taxes paid 2,780
Taxes paid amount $32,449,000
Number of returns with mortgage interest paid 2,460
Mortgage interest paid amount $21,846,000
Number of returns with contributions 2,230
Contributions amount $10,397,000
Number of returns with taxable income 3,550
Taxable income amount $379,530,000
Number of returns with income tax before credits 3,550
Income tax before credits amount $67,000,000
Number of returns with alternative minimum tax 170
Alternative minimum tax amount $362,000
Number of returns with total tax credits 1,600
Total tax credits amount $2,277,000
Number of returns with foreign tax credit 410
Foreign tax credit amount $359,000
Number of returns with child and dependent care credit 450
Child and dependent care credit amount $305,000
Number of returns with nonrefundable education credit 260
Nonrefundable education credit amount $330,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 820
Child tax credit amount $1,101,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $32,000
Number of returns with self-employment tax 560
Self-employment tax amount $2,505,000
Number of returns with total tax payments 3,530
Total tax payments amount $76,494,000
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 230
Refundable education credit amount $200,000
Number of returns with income tax 3,540
Income tax amount [10] $64,723,000
Number of returns with tax liability 3,550
Total tax liability amount [11] $67,902,000
Number of returns with net investment income tax 30
Net investment income tax $21,000
Number of returns with tax due at time of filing 1,060
Tax due at time of filing amount [12] $5,880,000
Number of returns with overpayments refunded 2,390
Overpayments refunded amount [13] $13,111,000
Number of returns with credit to next year’s estimated tax 140
Credited to next year’s estimated tax amount $1,277,000

Adjusted Gross Income: $200,000 or more

Number of returns 2,920
Number of single returns 160
Number of joint returns 2,710
Number of head of household returns 40
Number of returns with paid preparer's signature 1,810
Number of exemptions 9,200
Number of dependents 3,580
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] 90
Number of elderly returns [4] 610
Adjust gross income (AGI) [5] $1,375,162,000
Number of returns with total income 2,920
Salaries and wages amount $1,388,791,000
Number of returns with salaries and wages 2,750
Salaries and wages amount $955,115
Number of returns with taxable interest 2,100
Taxable interest amount $9,640
Number of returns with ordinary dividends 1,880
Ordinary dividends amount $38,207,000
Number of returns with qualified dividends 1,800
Qualified dividends amount [6] $30,028
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $483
Number of returns with business or professional net income (less loss) 630
Business or professional net income (less loss) amount $41,146,000
Number of returns with net capital gain (less loss) 1,790
Net capital gain (less loss) amount $115,435,000
Number of returns with taxable individual retirement arrangements distributions 350
Taxable individual retirement arrangements distributions amount $20,871,000
Number of returns with taxable pensions and annuities 500
Taxable pensions and annuities amount $23,887,000
Number of farm returns 50
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $210,000
Number of returns with taxable Social Security benefits 250
Taxable Social Security benefits amount $7,237,000
Number of returns with partnership/S-corp net income (less loss) 820
Partnership/S-corp net income (less loss) amount $163,963,000
Number of returns with total statutory adjustments 840
Total statutory adjustments amount $13,629,000
Number of returns with educator expenses 80
Educator expenses amount $20,000
Number of returns with self-employment retirement plans 100
Self-employment retirement plans amount $3,761,000
Number of returns with self-employment health insurance deduction 210
Self-employment health insurance deduction amount $2,815,000
Number of returns with IRA payments 40
IRA payments amount $401,000
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 70
Domestic production activities deduction amount $1,890,000
Number of returns with itemized deductions 2,630
Total itemized deductions amount $128,251,000
Amount of AGI for itemized returns $1,224,406,000
Number of returns with State and local income taxes 190
State and local income taxes amount $4,277,000
Number of returns with State and local general sales tax 2,240
State and local general sales tax amount $8,373,000
Number of returns with real estate taxes 2,570
Real estate taxes amount $45,854,000
Number of returns with taxes paid 2,630
Taxes paid amount $58,943,000
Number of returns with mortgage interest paid 2,280
Mortgage interest paid amount $31,339,000
Number of returns with contributions 2,340
Contributions amount $32,649,000
Number of returns with taxable income 2,910
Taxable income amount $1,220,640,000
Number of returns with income tax before credits 2,920
Income tax before credits amount $341,455,000
Number of returns with alternative minimum tax 1,260
Alternative minimum tax amount $5,475,000
Number of returns with total tax credits 1,290
Total tax credits amount $13,568,000
Number of returns with foreign tax credit 950
Foreign tax credit amount $12,379,000
Number of returns with child and dependent care credit 320
Child and dependent care credit amount $198,000
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 50
Residential energy tax credit amount $14,000
Number of returns with self-employment tax 520
Self-employment tax amount $4,532,000
Number of returns with total tax payments 2,890
Total tax payments amount $326,661,000
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 2,910
Income tax amount [10] $327,887,000
Number of returns with tax liability 2,920
Total tax liability amount [11] $341,945,000
Number of returns with net investment income tax 1,650
Net investment income tax $4,565,000
Number of returns with tax due at time of filing 1,410
Tax due at time of filing amount [12] $43,083,000
Number of returns with overpayments refunded 1,260
Overpayments refunded amount [13] $15,019,000
Number of returns with credit to next year’s estimated tax 290
Credited to next year’s estimated tax amount $12,231,000

[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.