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ZIP Code Database - Facts & Stats

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ZIP Code 77511 Income Tax Stats

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

ZIP Code 77511 Data

Zip Code:77511
City:Alvin
State:TX [Texas]
Counties: BRAZORIA, TX
City Alias(es):Alvin
Area Code:281 / 832 / 346
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


77511 Income Tax Overview

Total Number of Tax Returns for ZIP Code 77511 [1] 21,010
Total Number of Single Tax Returns for ZIP Code 77511 8,130
Total Number of Joint Tax Returns for ZIP Code 77511 8,520
Total Number of Dependents for ZIP Code 77511 16,240
Total Adjusted Gross Income for ZIP Code 77511 $1,196,008,000
Average Income per Person for ZIP Code 77511 $25,651
Average Income per Household for ZIP Code 77511 $56,926

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 7,580
Number of single returns 4,760
Number of joint returns 1,120
Number of head of household returns 1,620
Number of returns with paid preparer's signature 3,490
Number of exemptions 11,990
Number of dependents 4,450
Total number of volunteer prepared returns [5] 190
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
Number of tax counseling for the elderly (TCE) prepared returns [3] 150
Number of volunteer prepared returns with Earned Income Credit 20
Number of refund anticipation check returns [3] 1,560
Number of elderly returns [4] 1,290
Adjust gross income (AGI) [5] $95,713,000
Number of returns with total income 7,580
Salaries and wages amount $97,275,000
Number of returns with salaries and wages 5,910
Salaries and wages amount $74,737
Number of returns with taxable interest 660
Taxable interest amount $397
Number of returns with ordinary dividends 300
Ordinary dividends amount $523,000
Number of returns with qualified dividends 270
Qualified dividends amount [6] $372
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) 1,630
Business or professional net income (less loss) amount $11,895,000
Number of returns with net capital gain (less loss) 270
Net capital gain (less loss) amount $209,000
Number of returns with taxable individual retirement arrangements distributions 340
Taxable individual retirement arrangements distributions amount $2,317,000
Number of returns with taxable pensions and annuities 740
Taxable pensions and annuities amount $6,340,000
Number of farm returns 40
Number of returns with unemployment compensation 240
Unemployment compensation amount [7] $910,000
Number of returns with taxable Social Security benefits 290
Taxable Social Security benefits amount $527,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount ($42,000)
Number of returns with total statutory adjustments 1,570
Total statutory adjustments amount $1,562,000
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 $251,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 140
Student loan interest deduction amount $101,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $63,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 400
Total itemized deductions amount $7,657,000
Amount of AGI for itemized returns $5,959,000
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 220
State and local general sales tax amount $220,000
Number of returns with real estate taxes 170
Real estate taxes amount $647,000
Number of returns with taxes paid 280
Taxes paid amount $1,081,000
Number of returns with mortgage interest paid 90
Mortgage interest paid amount $594,000
Number of returns with contributions 170
Contributions amount $415,000
Number of returns with taxable income 2,980
Taxable income amount $17,049,000
Number of returns with income tax before credits 3,000
Income tax before credits amount $1,820,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 800
Total tax credits amount $274,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $18,000
Number of returns with nonrefundable education credit 260
Nonrefundable education credit amount $129,000
Number of returns with retirement savings contribution credit 240
Retirement savings contribution credit amount $38,000
Number of returns with child tax credit 260
Child tax credit amount $82,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,370
Self-employment tax amount $2,054,000
Number of returns with total tax payments 7,010
Total tax payments amount $19,032,000
Number of returns with earned income credit 2,990
Earned income credit amount [8] $9,119,000
Number of returns with excess earned income credit 2,700
Excess earned income credit (refundable) amount [9] $7,727,000
Number of returns with additional child tax credit 2,050
Additional child tax credit amount $2,677,000
Number of returns with refundable education credit 440
Refundable education credit amount $342,000
Number of returns with income tax 2,470
Income tax amount [10] $1,546,000
Number of returns with tax liability 3,790
Total tax liability amount [11] $3,770,000
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] $688,000
Number of returns with overpayments refunded 6,550
Overpayments refunded amount [13] $15,888,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $28,000

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

Number of returns 4,970
Number of single returns 2,210
Number of joint returns 1,540
Number of head of household returns 1,140
Number of returns with paid preparer's signature 2,330
Number of exemptions 10,670
Number of dependents 4,180
Total number of volunteer prepared returns [5] 80
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] 1,240
Number of elderly returns [4] 890
Adjust gross income (AGI) [5] $181,159,000
Number of returns with total income 4,970
Salaries and wages amount $182,551,000
Number of returns with salaries and wages 4,390
Salaries and wages amount $156,446
Number of returns with taxable interest 610
Taxable interest amount $482
Number of returns with ordinary dividends 290
Ordinary dividends amount $654,000
Number of returns with qualified dividends 260
Qualified dividends amount [6] $466
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) 730
Business or professional net income (less loss) amount $4,370,000
Number of returns with net capital gain (less loss) 230
Net capital gain (less loss) amount $831,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $3,846,000
Number of returns with taxable pensions and annuities 680
Taxable pensions and annuities amount $10,849,000
Number of farm returns 60
Number of returns with unemployment compensation 280
Unemployment compensation amount [7] $1,421,000
Number of returns with taxable Social Security benefits 620
Taxable Social Security benefits amount $4,120,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $471,000
Number of returns with total statutory adjustments 850
Total statutory adjustments amount $1,392,000
Number of returns with educator expenses 110
Educator expenses amount $27,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $171,000
Number of returns with IRA payments 50
IRA payments amount $145,000
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $264,000
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 970
Total itemized deductions amount $19,821,000
Amount of AGI for itemized returns $36,789,000
Number of returns with State and local income taxes 40
State and local income taxes amount $61,000
Number of returns with State and local general sales tax 590
State and local general sales tax amount $793,000
Number of returns with real estate taxes 480
Real estate taxes amount $1,805,000
Number of returns with taxes paid 740
Taxes paid amount $2,827,000
Number of returns with mortgage interest paid 390
Mortgage interest paid amount $2,027,000
Number of returns with contributions 520
Contributions amount $1,704,000
Number of returns with taxable income 4,660
Taxable income amount $84,703,000
Number of returns with income tax before credits 4,660
Income tax before credits amount $10,371,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,160
Total tax credits amount $1,852,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 260
Child and dependent care credit amount $166,000
Number of returns with nonrefundable education credit 370
Nonrefundable education credit amount $318,000
Number of returns with retirement savings contribution credit 700
Retirement savings contribution credit amount $126,000
Number of returns with child tax credit 1,370
Child tax credit amount $1,203,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $29,000
Number of returns with self-employment tax 450
Self-employment tax amount $1,188,000
Number of returns with total tax payments 4,860
Total tax payments amount $23,390,000
Number of returns with earned income credit 1,470
Earned income credit amount [8] $3,238,000
Number of returns with excess earned income credit 1,210
Excess earned income credit (refundable) amount [9] $2,640,000
Number of returns with additional child tax credit 1,210
Additional child tax credit amount $1,894,000
Number of returns with refundable education credit 300
Refundable education credit amount $236,000
Number of returns with income tax 3,560
Income tax amount [10] $8,519,000
Number of returns with tax liability 3,890
Total tax liability amount [11] $10,111,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 570
Tax due at time of filing amount [12] $1,042,000
Number of returns with overpayments refunded 4,360
Overpayments refunded amount [13] $14,146,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $66,000

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

Number of returns 3,000
Number of single returns 1,030
Number of joint returns 1,500
Number of head of household returns 420
Number of returns with paid preparer's signature 1,540
Number of exemptions 7,080
Number of dependents 2,580
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] 620
Number of elderly returns [4] 710
Adjust gross income (AGI) [5] $185,005,000
Number of returns with total income 3,000
Salaries and wages amount $186,274,000
Number of returns with salaries and wages 2,690
Salaries and wages amount $155,703
Number of returns with taxable interest 590
Taxable interest amount $397
Number of returns with ordinary dividends 310
Ordinary dividends amount $892,000
Number of returns with qualified dividends 280
Qualified dividends amount [6] $716
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $30
Number of returns with business or professional net income (less loss) 470
Business or professional net income (less loss) amount $2,427,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $1,146,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $5,391,000
Number of returns with taxable pensions and annuities 570
Taxable pensions and annuities amount $12,136,000
Number of farm returns 60
Number of returns with unemployment compensation 210
Unemployment compensation amount [7] $983,000
Number of returns with taxable Social Security benefits 510
Taxable Social Security benefits amount $7,697,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $378,000
Number of returns with total statutory adjustments 670
Total statutory adjustments amount $1,269,000
Number of returns with educator expenses 110
Educator expenses amount $27,000
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 $270,000
Number of returns with IRA payments 30
IRA payments amount $124,000
Number of returns with student loan interest deduction 270
Student loan interest deduction amount $263,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $73,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,060
Total itemized deductions amount $25,516,000
Amount of AGI for itemized returns $66,565,000
Number of returns with State and local income taxes 50
State and local income taxes amount $140,000
Number of returns with State and local general sales tax 700
State and local general sales tax amount $1,220,000
Number of returns with real estate taxes 650
Real estate taxes amount $2,636,000
Number of returns with taxes paid 880
Taxes paid amount $4,281,000
Number of returns with mortgage interest paid 570
Mortgage interest paid amount $3,188,000
Number of returns with contributions 630
Contributions amount $2,533,000
Number of returns with taxable income 2,930
Taxable income amount $112,104,000
Number of returns with income tax before credits 2,930
Income tax before credits amount $15,599,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,250
Total tax credits amount $1,980,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $103,000
Number of returns with nonrefundable education credit 250
Nonrefundable education credit amount $274,000
Number of returns with retirement savings contribution credit 210
Retirement savings contribution credit amount $32,000
Number of returns with child tax credit 930
Child tax credit amount $1,486,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $35,000
Number of returns with self-employment tax 280
Self-employment tax amount $768,000
Number of returns with total tax payments 2,970
Total tax payments amount $22,410,000
Number of returns with earned income credit 30
Earned income credit amount [8] $9,000
Number of returns with excess earned income credit 20
Excess earned income credit (refundable) amount [9] $7,000
Number of returns with additional child tax credit 230
Additional child tax credit amount $349,000
Number of returns with refundable education credit 200
Refundable education credit amount $168,000
Number of returns with income tax 2,720
Income tax amount [10] $13,619,000
Number of returns with tax liability 2,790
Total tax liability amount [11] $14,718,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 530
Tax due at time of filing amount [12] $1,257,000
Number of returns with overpayments refunded 2,450
Overpayments refunded amount [13] $8,791,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $89,000

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

Number of returns 1,980
Number of single returns 410
Number of joint returns 1,400
Number of head of household returns 150
Number of returns with paid preparer's signature 1,020
Number of exemptions 5,150
Number of dependents 1,770
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 410
Number of elderly returns [4] 490
Adjust gross income (AGI) [5] $171,651,000
Number of returns with total income 1,980
Salaries and wages amount $172,672,000
Number of returns with salaries and wages 1,800
Salaries and wages amount $142,291
Number of returns with taxable interest 540
Taxable interest amount $338
Number of returns with ordinary dividends 310
Ordinary dividends amount $1,229,000
Number of returns with qualified dividends 290
Qualified dividends amount [6] $946
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) 340
Business or professional net income (less loss) amount $2,469,000
Number of returns with net capital gain (less loss) 270
Net capital gain (less loss) amount $1,445,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $5,304,000
Number of returns with taxable pensions and annuities 440
Taxable pensions and annuities amount $11,527,000
Number of farm returns 60
Number of returns with unemployment compensation 140
Unemployment compensation amount [7] $683,000
Number of returns with taxable Social Security benefits 370
Taxable Social Security benefits amount $7,085,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $408,000
Number of returns with total statutory adjustments 460
Total statutory adjustments amount $1,021,000
Number of returns with educator expenses 80
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 30
Self-employment health insurance deduction amount $144,000
Number of returns with IRA payments 30
IRA payments amount $195,000
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $181,000
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 890
Total itemized deductions amount $23,961,000
Amount of AGI for itemized returns $77,669,000
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 660
State and local general sales tax amount $1,316,000
Number of returns with real estate taxes 660
Real estate taxes amount $2,967,000
Number of returns with taxes paid 770
Taxes paid amount $4,562,000
Number of returns with mortgage interest paid 570
Mortgage interest paid amount $3,445,000
Number of returns with contributions 580
Contributions amount $2,725,000
Number of returns with taxable income 1,950
Taxable income amount $115,119,000
Number of returns with income tax before credits 1,950
Income tax before credits amount $16,953,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $36,000
Number of returns with total tax credits 860
Total tax credits amount $1,550,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $88,000
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $210,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 660
Child tax credit amount $1,162,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $30,000
Number of returns with self-employment tax 210
Self-employment tax amount $598,000
Number of returns with total tax payments 1,970
Total tax payments amount $22,100,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 50
Additional child tax credit amount $79,000
Number of returns with refundable education credit 160
Refundable education credit amount $124,000
Number of returns with income tax 1,910
Income tax amount [10] $15,403,000
Number of returns with tax liability 1,930
Total tax liability amount [11] $16,283,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 350
Tax due at time of filing amount [12] $1,141,000
Number of returns with overpayments refunded 1,610
Overpayments refunded amount [13] $6,740,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $177,000

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

Number of returns 3,000
Number of single returns 330
Number of joint returns 2,530
Number of head of household returns 140
Number of returns with paid preparer's signature 1,620
Number of exemptions 8,370
Number of dependents 2,840
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] 420
Number of elderly returns [4] 790
Adjust gross income (AGI) [5] $401,191,000
Number of returns with total income 3,000
Salaries and wages amount $403,261,000
Number of returns with salaries and wages 2,790
Salaries and wages amount $333,348
Number of returns with taxable interest 1,170
Taxable interest amount $1,368
Number of returns with ordinary dividends 620
Ordinary dividends amount $2,315,000
Number of returns with qualified dividends 570
Qualified dividends amount [6] $1,838
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $38
Number of returns with business or professional net income (less loss) 560
Business or professional net income (less loss) amount $5,439,000
Number of returns with net capital gain (less loss) 580
Net capital gain (less loss) amount $4,467,000
Number of returns with taxable individual retirement arrangements distributions 440
Taxable individual retirement arrangements distributions amount $15,724,000
Number of returns with taxable pensions and annuities 760
Taxable pensions and annuities amount $23,856,000
Number of farm returns 160
Number of returns with unemployment compensation 140
Unemployment compensation amount [7] $735,000
Number of returns with taxable Social Security benefits 510
Taxable Social Security benefits amount $11,650,000
Number of returns with partnership/S-corp net income (less loss) 180
Partnership/S-corp net income (less loss) amount $3,053,000
Number of returns with total statutory adjustments 830
Total statutory adjustments amount $2,070,000
Number of returns with educator expenses 260
Educator expenses amount $73,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $471,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $328,000
Number of returns with IRA payments 60
IRA payments amount $413,000
Number of returns with student loan interest deduction 300
Student loan interest deduction amount $310,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $68,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,770
Total itemized deductions amount $51,954,000
Amount of AGI for itemized returns $241,448,000
Number of returns with State and local income taxes 60
State and local income taxes amount $324,000
Number of returns with State and local general sales tax 1,400
State and local general sales tax amount $3,636,000
Number of returns with real estate taxes 1,500
Real estate taxes amount $8,039,000
Number of returns with taxes paid 1,620
Taxes paid amount $12,360,000
Number of returns with mortgage interest paid 1,330
Mortgage interest paid amount $9,216,000
Number of returns with contributions 1,310
Contributions amount $7,328,000
Number of returns with taxable income 2,970
Taxable income amount $301,907,000
Number of returns with income tax before credits 2,970
Income tax before credits amount $52,348,000
Number of returns with alternative minimum tax 80
Alternative minimum tax amount $185,000
Number of returns with total tax credits 1,170
Total tax credits amount $1,814,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $63,000
Number of returns with child and dependent care credit 270
Child and dependent care credit amount $186,000
Number of returns with nonrefundable education credit 320
Nonrefundable education credit amount $381,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 680
Child tax credit amount $965,000
Number of returns with residential energy tax credit 100
Residential energy tax credit amount $83,000
Number of returns with self-employment tax 320
Self-employment tax amount $1,151,000
Number of returns with total tax payments 2,990
Total tax payments amount $60,600,000
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 $44,000
Number of returns with refundable education credit 290
Refundable education credit amount $234,000
Number of returns with income tax 2,950
Income tax amount [10] $50,534,000
Number of returns with tax liability 2,960
Total tax liability amount [11] $52,260,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 780
Tax due at time of filing amount [12] $3,508,000
Number of returns with overpayments refunded 2,170
Overpayments refunded amount [13] $11,375,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $269,000

Adjusted Gross Income: $200,000 or more

Number of returns 480
Number of single returns 40
Number of joint returns 430
Number of head of household returns 0
Number of returns with paid preparer's signature 310
Number of exemptions 1,330
Number of dependents 420
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] 30
Number of elderly returns [4] 150
Adjust gross income (AGI) [5] $161,289,000
Number of returns with total income 480
Salaries and wages amount $162,792,000
Number of returns with salaries and wages 440
Salaries and wages amount $95,443
Number of returns with taxable interest 320
Taxable interest amount $739
Number of returns with ordinary dividends 210
Ordinary dividends amount $2,003,000
Number of returns with qualified dividends 190
Qualified dividends amount [6] $1,450
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) 110
Business or professional net income (less loss) amount $10,292,000
Number of returns with net capital gain (less loss) 210
Net capital gain (less loss) amount $11,854,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $5,843,000
Number of returns with taxable pensions and annuities 150
Taxable pensions and annuities amount $10,190,000
Number of farm returns 50
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 90
Taxable Social Security benefits amount $2,198,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $14,342,000
Number of returns with total statutory adjustments 120
Total statutory adjustments amount $1,503,000
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 30
Self-employment health insurance deduction amount $301,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 390
Total itemized deductions amount $14,854,000
Amount of AGI for itemized returns $123,587,000
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 340
State and local general sales tax amount $1,154,000
Number of returns with real estate taxes 360
Real estate taxes amount $2,924,000
Number of returns with taxes paid 370
Taxes paid amount $4,484,000
Number of returns with mortgage interest paid 300
Mortgage interest paid amount $2,765,000
Number of returns with contributions 320
Contributions amount $3,409,000
Number of returns with taxable income 480
Taxable income amount $140,772,000
Number of returns with income tax before credits 480
Income tax before credits amount $36,047,000
Number of returns with alternative minimum tax 110
Alternative minimum tax amount $311,000
Number of returns with total tax credits 130
Total tax credits amount $425,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $303,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $24,000
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 80
Self-employment tax amount $802,000
Number of returns with total tax payments 480
Total tax payments amount $35,268,000
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 480
Income tax amount [10] $35,321,000
Number of returns with tax liability 480
Total tax liability amount [11] $37,076,000
Number of returns with net investment income tax 190
Net investment income tax $381,000
Number of returns with tax due at time of filing 230
Tax due at time of filing amount [12] $4,831,000
Number of returns with overpayments refunded 220
Overpayments refunded amount [13] $2,100,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $530,000

[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.