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ZIP Code Database - Facts & Stats

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ZIP Code 77657 Income Tax Stats

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

ZIP Code 77657 Data

Zip Code:77657
City:Lumberton
State:TX [Texas]
Counties: HARDIN, TX
City Alias(es):Lumberton
Area Code:409
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


77657 Income Tax Overview

Total Number of Tax Returns for ZIP Code 77657 [1] 9,540
Total Number of Single Tax Returns for ZIP Code 77657 4,270
Total Number of Joint Tax Returns for ZIP Code 77657 4,680
Total Number of Dependents for ZIP Code 77657 6,810
Total Adjusted Gross Income for ZIP Code 77657 $747,472,000
Average Income per Person for ZIP Code 77657 $37,368
Average Income per Household for ZIP Code 77657 $78,351

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 2,800
Number of single returns 1,960
Number of joint returns 400
Number of head of household returns 420
Number of returns with paid preparer's signature 1,120
Number of exemptions 3,610
Number of dependents 1,040
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] 540
Number of elderly returns [4] 600
Adjust gross income (AGI) [5] $33,911,000
Number of returns with total income 2,800
Salaries and wages amount $34,521,000
Number of returns with salaries and wages 2,160
Salaries and wages amount $25,369
Number of returns with taxable interest 460
Taxable interest amount $233
Number of returns with ordinary dividends 200
Ordinary dividends amount $412,000
Number of returns with qualified dividends 170
Qualified dividends amount [6] $247
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) 420
Business or professional net income (less loss) amount $3,370,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $74,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $1,372,000
Number of returns with taxable pensions and annuities 380
Taxable pensions and annuities amount $3,524,000
Number of farm returns 30
Number of returns with unemployment compensation 140
Unemployment compensation amount [7] $407,000
Number of returns with taxable Social Security benefits 160
Taxable Social Security benefits amount $270,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $234,000
Number of returns with total statutory adjustments 420
Total statutory adjustments amount $610,000
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 $205,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $47,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $49,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 240
Total itemized deductions amount $6,374,000
Amount of AGI for itemized returns $3,443,000
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 130
State and local general sales tax amount $136,000
Number of returns with real estate taxes 110
Real estate taxes amount $365,000
Number of returns with taxes paid 160
Taxes paid amount $520,000
Number of returns with mortgage interest paid 60
Mortgage interest paid amount $343,000
Number of returns with contributions 110
Contributions amount $270,000
Number of returns with taxable income 1,190
Taxable income amount $6,939,000
Number of returns with income tax before credits 1,190
Income tax before credits amount $730,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 270
Total tax credits amount $99,000
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 80
Nonrefundable education credit amount $57,000
Number of returns with retirement savings contribution credit 100
Retirement savings contribution credit amount $15,000
Number of returns with child tax credit 70
Child tax credit amount $18,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 340
Self-employment tax amount $522,000
Number of returns with total tax payments 2,540
Total tax payments amount $5,575,000
Number of returns with earned income credit 860
Earned income credit amount [8] $2,254,000
Number of returns with excess earned income credit 750
Excess earned income credit (refundable) amount [9] $1,955,000
Number of returns with additional child tax credit 490
Additional child tax credit amount $624,000
Number of returns with refundable education credit 110
Refundable education credit amount $100,000
Number of returns with income tax 1,010
Income tax amount [10] $631,000
Number of returns with tax liability 1,320
Total tax liability amount [11] $1,231,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 260
Tax due at time of filing amount [12] $243,000
Number of returns with overpayments refunded 2,370
Overpayments refunded amount [13] $4,563,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $73,000

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

Number of returns 1,780
Number of single returns 890
Number of joint returns 530
Number of head of household returns 330
Number of returns with paid preparer's signature 750
Number of exemptions 3,350
Number of dependents 1,060
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] 440
Number of elderly returns [4] 440
Adjust gross income (AGI) [5] $64,710,000
Number of returns with total income 1,780
Salaries and wages amount $65,377,000
Number of returns with salaries and wages 1,480
Salaries and wages amount $51,131
Number of returns with taxable interest 370
Taxable interest amount $218
Number of returns with ordinary dividends 180
Ordinary dividends amount $576,000
Number of returns with qualified dividends 170
Qualified dividends amount [6] $361
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) 250
Business or professional net income (less loss) amount $2,106,000
Number of returns with net capital gain (less loss) 150
Net capital gain (less loss) amount $274,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $2,239,000
Number of returns with taxable pensions and annuities 340
Taxable pensions and annuities amount $5,997,000
Number of farm returns 0
Number of returns with unemployment compensation 160
Unemployment compensation amount [7] $575,000
Number of returns with taxable Social Security benefits 330
Taxable Social Security benefits amount $2,170,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $157,000
Number of returns with total statutory adjustments 340
Total statutory adjustments amount $667,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
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 $214,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $106,000
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 370
Total itemized deductions amount $11,177,000
Amount of AGI for itemized returns $14,050,000
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 230
State and local general sales tax amount $320,000
Number of returns with real estate taxes 200
Real estate taxes amount $562,000
Number of returns with taxes paid 280
Taxes paid amount $937,000
Number of returns with mortgage interest paid 160
Mortgage interest paid amount $806,000
Number of returns with contributions 200
Contributions amount $681,000
Number of returns with taxable income 1,640
Taxable income amount $31,623,000
Number of returns with income tax before credits 1,640
Income tax before credits amount $3,883,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 650
Total tax credits amount $554,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $58,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $95,000
Number of returns with retirement savings contribution credit 200
Retirement savings contribution credit amount $29,000
Number of returns with child tax credit 400
Child tax credit amount $373,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 170
Self-employment tax amount $438,000
Number of returns with total tax payments 1,730
Total tax payments amount $7,873,000
Number of returns with earned income credit 450
Earned income credit amount [8] $917,000
Number of returns with excess earned income credit 370
Excess earned income credit (refundable) amount [9] $738,000
Number of returns with additional child tax credit 320
Additional child tax credit amount $454,000
Number of returns with refundable education credit 70
Refundable education credit amount $61,000
Number of returns with income tax 1,360
Income tax amount [10] $3,329,000
Number of returns with tax liability 1,460
Total tax liability amount [11] $3,877,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 230
Tax due at time of filing amount [12] $461,000
Number of returns with overpayments refunded 1,520
Overpayments refunded amount [13] $4,410,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 1,330
Number of single returns 450
Number of joint returns 700
Number of head of household returns 160
Number of returns with paid preparer's signature 660
Number of exemptions 2,950
Number of dependents 930
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] 300
Number of elderly returns [4] 330
Adjust gross income (AGI) [5] $82,051,000
Number of returns with total income 1,330
Salaries and wages amount $83,062,000
Number of returns with salaries and wages 1,150
Salaries and wages amount $64,447
Number of returns with taxable interest 420
Taxable interest amount $489
Number of returns with ordinary dividends 170
Ordinary dividends amount $595,000
Number of returns with qualified dividends 160
Qualified dividends amount [6] $418
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $23
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $2,041,000
Number of returns with net capital gain (less loss) 160
Net capital gain (less loss) amount $639,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $3,346,000
Number of returns with taxable pensions and annuities 280
Taxable pensions and annuities amount $5,916,000
Number of farm returns 30
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $459,000
Number of returns with taxable Social Security benefits 290
Taxable Social Security benefits amount $4,395,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $550,000
Number of returns with total statutory adjustments 320
Total statutory adjustments amount $1,011,000
Number of returns with educator expenses 40
Educator expenses amount $9,000
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 $204,000
Number of returns with IRA payments 60
IRA payments amount $264,000
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $127,000
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 490
Total itemized deductions amount $17,014,000
Amount of AGI for itemized returns $30,477,000
Number of returns with State and local income taxes 40
State and local income taxes amount $65,000
Number of returns with State and local general sales tax 300
State and local general sales tax amount $530,000
Number of returns with real estate taxes 300
Real estate taxes amount $933,000
Number of returns with taxes paid 380
Taxes paid amount $1,566,000
Number of returns with mortgage interest paid 250
Mortgage interest paid amount $1,408,000
Number of returns with contributions 250
Contributions amount $1,134,000
Number of returns with taxable income 1,250
Taxable income amount $49,160,000
Number of returns with income tax before credits 1,250
Income tax before credits amount $6,835,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 530
Total tax credits amount $825,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $42,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $134,000
Number of returns with retirement savings contribution credit 80
Retirement savings contribution credit amount $13,000
Number of returns with child tax credit 410
Child tax credit amount $609,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $23,000
Number of returns with self-employment tax 160
Self-employment tax amount $511,000
Number of returns with total tax payments 1,300
Total tax payments amount $9,830,000
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 90
Additional child tax credit amount $114,000
Number of returns with refundable education credit 80
Refundable education credit amount $77,000
Number of returns with income tax 1,170
Income tax amount [10] $6,010,000
Number of returns with tax liability 1,210
Total tax liability amount [11] $6,604,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 240
Tax due at time of filing amount [12] $655,000
Number of returns with overpayments refunded 1,060
Overpayments refunded amount [13] $3,768,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $116,000

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

Number of returns 1,080
Number of single returns 180
Number of joint returns 820
Number of head of household returns 70
Number of returns with paid preparer's signature 550
Number of exemptions 2,900
Number of dependents 1,000
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] 210
Number of elderly returns [4] 300
Adjust gross income (AGI) [5] $93,728,000
Number of returns with total income 1,080
Salaries and wages amount $94,691,000
Number of returns with salaries and wages 940
Salaries and wages amount $72,606
Number of returns with taxable interest 430
Taxable interest amount $309
Number of returns with ordinary dividends 190
Ordinary dividends amount $729,000
Number of returns with qualified dividends 170
Qualified dividends amount [6] $543
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) 220
Business or professional net income (less loss) amount $2,422,000
Number of returns with net capital gain (less loss) 160
Net capital gain (less loss) amount $628,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $5,020,000
Number of returns with taxable pensions and annuities 250
Taxable pensions and annuities amount $6,972,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $278,000
Number of returns with taxable Social Security benefits 240
Taxable Social Security benefits amount $5,097,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $395,000
Number of returns with total statutory adjustments 300
Total statutory adjustments amount $963,000
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 20
Self-employment health insurance deduction amount $206,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $114,000
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 480
Total itemized deductions amount $18,508,000
Amount of AGI for itemized returns $42,115,000
Number of returns with State and local income taxes 20
State and local income taxes amount $64,000
Number of returns with State and local general sales tax 350
State and local general sales tax amount $769,000
Number of returns with real estate taxes 360
Real estate taxes amount $1,211,000
Number of returns with taxes paid 410
Taxes paid amount $2,142,000
Number of returns with mortgage interest paid 300
Mortgage interest paid amount $1,821,000
Number of returns with contributions 320
Contributions amount $1,632,000
Number of returns with taxable income 1,030
Taxable income amount $60,721,000
Number of returns with income tax before credits 1,030
Income tax before credits amount $8,733,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 500
Total tax credits amount $895,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $52,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $109,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 400
Child tax credit amount $712,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 130
Self-employment tax amount $525,000
Number of returns with total tax payments 1,060
Total tax payments amount $11,922,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 30
Additional child tax credit amount $55,000
Number of returns with refundable education credit 70
Refundable education credit amount $60,000
Number of returns with income tax 1,020
Income tax amount [10] $7,838,000
Number of returns with tax liability 1,030
Total tax liability amount [11] $8,466,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 200
Tax due at time of filing amount [12] $653,000
Number of returns with overpayments refunded 860
Overpayments refunded amount [13] $3,825,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 2,070
Number of single returns 180
Number of joint returns 1,790
Number of head of household returns 100
Number of returns with paid preparer's signature 1,160
Number of exemptions 6,110
Number of dependents 2,250
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] 370
Number of elderly returns [4] 440
Adjust gross income (AGI) [5] $284,804,000
Number of returns with total income 2,070
Salaries and wages amount $286,742,000
Number of returns with salaries and wages 1,960
Salaries and wages amount $238,624
Number of returns with taxable interest 1,040
Taxable interest amount $771
Number of returns with ordinary dividends 520
Ordinary dividends amount $2,221,000
Number of returns with qualified dividends 490
Qualified dividends amount [6] $1,676
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $71
Number of returns with business or professional net income (less loss) 440
Business or professional net income (less loss) amount $4,778,000
Number of returns with net capital gain (less loss) 440
Net capital gain (less loss) amount $2,890,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $11,012,000
Number of returns with taxable pensions and annuities 500
Taxable pensions and annuities amount $13,584,000
Number of farm returns 40
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $475,000
Number of returns with taxable Social Security benefits 290
Taxable Social Security benefits amount $6,370,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $4,194,000
Number of returns with total statutory adjustments 660
Total statutory adjustments amount $1,938,000
Number of returns with educator expenses 140
Educator expenses amount $35,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $1,012,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $469,000
Number of returns with IRA payments 60
IRA payments amount $394,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $182,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $78,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,280
Total itemized deductions amount $54,046,000
Amount of AGI for itemized returns $180,758,000
Number of returns with State and local income taxes 60
State and local income taxes amount $243,000
Number of returns with State and local general sales tax 990
State and local general sales tax amount $2,751,000
Number of returns with real estate taxes 1,070
Real estate taxes amount $4,715,000
Number of returns with taxes paid 1,150
Taxes paid amount $7,970,000
Number of returns with mortgage interest paid 980
Mortgage interest paid amount $7,153,000
Number of returns with contributions 920
Contributions amount $5,744,000
Number of returns with taxable income 1,990
Taxable income amount $203,843,000
Number of returns with income tax before credits 1,990
Income tax before credits amount $35,370,000
Number of returns with alternative minimum tax 50
Alternative minimum tax amount $59,000
Number of returns with total tax credits 890
Total tax credits amount $1,232,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $13,000
Number of returns with child and dependent care credit 220
Child and dependent care credit amount $147,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $253,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 520
Child tax credit amount $696,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $15,000
Number of returns with self-employment tax 290
Self-employment tax amount $1,006,000
Number of returns with total tax payments 2,060
Total tax payments amount $43,293,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 30
Additional child tax credit amount $32,000
Number of returns with refundable education credit 170
Refundable education credit amount $168,000
Number of returns with income tax 1,970
Income tax amount [10] $34,138,000
Number of returns with tax liability 1,990
Total tax liability amount [11] $35,588,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 500
Tax due at time of filing amount [12] $2,300,000
Number of returns with overpayments refunded 1,540
Overpayments refunded amount [13] $9,603,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $379,000

Adjusted Gross Income: $200,000 or more

Number of returns 480
Number of single returns 30
Number of joint returns 440
Number of head of household returns 0
Number of returns with paid preparer's signature 340
Number of exemptions 1,450
Number of dependents 530
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 0
Number of elderly returns [4] 120
Adjust gross income (AGI) [5] $188,268,000
Number of returns with total income 480
Salaries and wages amount $191,853,000
Number of returns with salaries and wages 450
Salaries and wages amount $103,193
Number of returns with taxable interest 370
Taxable interest amount $1,641
Number of returns with ordinary dividends 210
Ordinary dividends amount $2,169,000
Number of returns with qualified dividends 200
Qualified dividends amount [6] $1,837
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $90
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $7,915,000
Number of returns with net capital gain (less loss) 220
Net capital gain (less loss) amount $21,672,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $4,812,000
Number of returns with taxable pensions and annuities 120
Taxable pensions and annuities amount $6,401,000
Number of farm returns 20
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 70
Taxable Social Security benefits amount $1,850,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $35,774,000
Number of returns with total statutory adjustments 190
Total statutory adjustments amount $3,585,000
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 60
Self-employment health insurance deduction amount $899,000
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 40
Domestic production activities deduction amount $1,207,000
Number of returns with itemized deductions 400
Total itemized deductions amount $43,770,000
Amount of AGI for itemized returns $159,354,000
Number of returns with State and local income taxes 30
State and local income taxes amount $428,000
Number of returns with State and local general sales tax 340
State and local general sales tax amount $1,635,000
Number of returns with real estate taxes 380
Real estate taxes amount $2,807,000
Number of returns with taxes paid 390
Taxes paid amount $4,908,000
Number of returns with mortgage interest paid 310
Mortgage interest paid amount $3,041,000
Number of returns with contributions 330
Contributions amount $5,460,000
Number of returns with taxable income 460
Taxable income amount $145,006,000
Number of returns with income tax before credits 450
Income tax before credits amount $36,744,000
Number of returns with alternative minimum tax 80
Alternative minimum tax amount $357,000
Number of returns with total tax credits 150
Total tax credits amount $1,041,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $503,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $18,000
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 100
Self-employment tax amount $865,000
Number of returns with total tax payments 480
Total tax payments amount $40,578,000
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 450
Income tax amount [10] $35,703,000
Number of returns with tax liability 470
Total tax liability amount [11] $37,666,000
Number of returns with net investment income tax 230
Net investment income tax $658,000
Number of returns with tax due at time of filing 200
Tax due at time of filing amount [12] $5,623,000
Number of returns with overpayments refunded 230
Overpayments refunded amount [13] $5,596,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $2,908,000

[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.