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ZIP Code Database - Facts & Stats

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ZIP Code 77835 Income Tax Stats

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

ZIP Code 77835 Data

Zip Code:77835
City:Burton
State:TX [Texas]
Counties: WASHINGTON, TX
City Alias(es):Burton
Area Code:979
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


77835 Income Tax Overview

Total Number of Tax Returns for ZIP Code 77835 [1] 1,280
Total Number of Single Tax Returns for ZIP Code 77835 540
Total Number of Joint Tax Returns for ZIP Code 77835 600
Total Number of Dependents for ZIP Code 77835 670
Total Adjusted Gross Income for ZIP Code 77835 $93,339,000
Average Income per Person for ZIP Code 77835 $39,702
Average Income per Household for ZIP Code 77835 $72,921

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 410
Number of single returns 270
Number of joint returns 80
Number of head of household returns 60
Number of returns with paid preparer's signature 230
Number of exemptions 540
Number of dependents 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] 60
Number of elderly returns [4] 110
Adjust gross income (AGI) [5] $4,912,000
Number of returns with total income 410
Salaries and wages amount $5,023,000
Number of returns with salaries and wages 280
Salaries and wages amount $3,621
Number of returns with taxable interest 110
Taxable interest amount $45
Number of returns with ordinary dividends 60
Ordinary dividends amount $86,000
Number of returns with qualified dividends 50
Qualified dividends amount [6] $77
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) 70
Business or professional net income (less loss) amount $272,000
Number of returns with net capital gain (less loss) 60
Net capital gain (less loss) amount $141,000
Number of returns with taxable individual retirement arrangements distributions 30
Taxable individual retirement arrangements distributions amount $183,000
Number of returns with taxable pensions and annuities 70
Taxable pensions and annuities amount $682,000
Number of farm returns 60
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 30
Taxable Social Security benefits amount $62,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount ($16,000)
Number of returns with total statutory adjustments 80
Total statutory adjustments amount $111,000
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 $127,000
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 40
Total itemized deductions amount $682,000
Amount of AGI for itemized returns $548,000
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 30
State and local general sales tax amount $32,000
Number of returns with real estate taxes 20
Real estate taxes amount $83,000
Number of returns with taxes paid 30
Taxes paid amount $137,000
Number of returns with mortgage interest paid 0
Mortgage interest paid amount $0
Number of returns with contributions 20
Contributions amount $49,000
Number of returns with taxable income 170
Taxable income amount $991,000
Number of returns with income tax before credits 160
Income tax before credits amount $104,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 50
Total tax credits amount $14,000
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 30
Nonrefundable education credit amount $17,000
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 60
Self-employment tax amount $63,000
Number of returns with total tax payments 330
Total tax payments amount $806,000
Number of returns with earned income credit 110
Earned income credit amount [8] $300,000
Number of returns with excess earned income credit 100
Excess earned income credit (refundable) amount [9] $277,000
Number of returns with additional child tax credit 60
Additional child tax credit amount $76,000
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 130
Income tax amount [10] $90,000
Number of returns with tax liability 180
Total tax liability amount [11] $167,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 60
Tax due at time of filing amount [12] $42,000
Number of returns with overpayments refunded 290
Overpayments refunded amount [13] $644,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $39,000

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

Number of returns 260
Number of single returns 120
Number of joint returns 80
Number of head of household returns 60
Number of returns with paid preparer's signature 160
Number of exemptions 510
Number of dependents 170
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] 70
Number of elderly returns [4] 80
Adjust gross income (AGI) [5] $9,196,000
Number of returns with total income 260
Salaries and wages amount $9,366,000
Number of returns with salaries and wages 200
Salaries and wages amount $6,671
Number of returns with taxable interest 90
Taxable interest amount $59
Number of returns with ordinary dividends 50
Ordinary dividends amount $143,000
Number of returns with qualified dividends 50
Qualified dividends amount [6] $99
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) 50
Business or professional net income (less loss) amount $479,000
Number of returns with net capital gain (less loss) 50
Net capital gain (less loss) amount $52,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $387,000
Number of returns with taxable pensions and annuities 60
Taxable pensions and annuities amount $1,081,000
Number of farm returns 50
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $139,000
Number of returns with taxable Social Security benefits 70
Taxable Social Security benefits amount $469,000
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 60
Total statutory adjustments amount $170,000
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 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 20
IRA payments amount $100,000
Number of returns with student loan interest deduction 40
Student loan interest deduction amount $34,000
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 60
Total itemized deductions amount $910,000
Amount of AGI for itemized returns $2,109,000
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 50
State and local general sales tax amount $55,000
Number of returns with real estate taxes 40
Real estate taxes amount $137,000
Number of returns with taxes paid 50
Taxes paid amount $266,000
Number of returns with mortgage interest paid 40
Mortgage interest paid amount $211,000
Number of returns with contributions 40
Contributions amount $186,000
Number of returns with taxable income 250
Taxable income amount $4,469,000
Number of returns with income tax before credits 250
Income tax before credits amount $531,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 100
Total tax credits amount $73,000
Number of returns with foreign tax credit 40
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 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 70
Retirement savings contribution credit amount $15,000
Number of returns with child tax credit 80
Child tax credit amount $59,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 40
Self-employment tax amount $74,000
Number of returns with total tax payments 250
Total tax payments amount $1,133,000
Number of returns with earned income credit 60
Earned income credit amount [8] $149,000
Number of returns with excess earned income credit 60
Excess earned income credit (refundable) amount [9] $122,000
Number of returns with additional child tax credit 60
Additional child tax credit amount $78,000
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 200
Income tax amount [10] $458,000
Number of returns with tax liability 220
Total tax liability amount [11] $551,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 50
Tax due at time of filing amount [12] $67,000
Number of returns with overpayments refunded 200
Overpayments refunded amount [13] $628,000
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 200
Number of single returns 80
Number of joint returns 110
Number of head of household returns 0
Number of returns with paid preparer's signature 130
Number of exemptions 400
Number of dependents 100
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] 80
Adjust gross income (AGI) [5] $11,919,000
Number of returns with total income 200
Salaries and wages amount $12,106,000
Number of returns with salaries and wages 150
Salaries and wages amount $7,473
Number of returns with taxable interest 80
Taxable interest amount $60
Number of returns with ordinary dividends 60
Ordinary dividends amount $142,000
Number of returns with qualified dividends 50
Qualified dividends amount [6] $94
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) 50
Business or professional net income (less loss) amount $599,000
Number of returns with net capital gain (less loss) 50
Net capital gain (less loss) amount $318,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $571,000
Number of returns with taxable pensions and annuities 70
Taxable pensions and annuities amount $1,813,000
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 60
Taxable Social Security benefits amount $926,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $347,000
Number of returns with total statutory adjustments 70
Total statutory adjustments amount $187,000
Number of returns with educator expenses 30
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 $131,000
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 60
Total itemized deductions amount $1,532,000
Amount of AGI for itemized returns $3,629,000
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 60
State and local general sales tax amount $88,000
Number of returns with real estate taxes 50
Real estate taxes amount $159,000
Number of returns with taxes paid 60
Taxes paid amount $277,000
Number of returns with mortgage interest paid 30
Mortgage interest paid amount $310,000
Number of returns with contributions 50
Contributions amount $193,000
Number of returns with taxable income 190
Taxable income amount $7,562,000
Number of returns with income tax before credits 190
Income tax before credits amount $1,023,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 60
Total tax credits amount $78,000
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 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 40
Child tax credit amount $61,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 40
Self-employment tax amount $103,000
Number of returns with total tax payments 190
Total tax payments amount $1,258,000
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 180
Income tax amount [10] $945,000
Number of returns with tax liability 190
Total tax liability amount [11] $1,066,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 60
Tax due at time of filing amount [12] $158,000
Number of returns with overpayments refunded 130
Overpayments refunded amount [13] $338,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 140
Number of single returns 30
Number of joint returns 100
Number of head of household returns 0
Number of returns with paid preparer's signature 80
Number of exemptions 330
Number of dependents 90
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 20
Number of elderly returns [4] 50
Adjust gross income (AGI) [5] $11,921,000
Number of returns with total income 140
Salaries and wages amount $12,053,000
Number of returns with salaries and wages 100
Salaries and wages amount $7,613
Number of returns with taxable interest 80
Taxable interest amount $122
Number of returns with ordinary dividends 50
Ordinary dividends amount $211,000
Number of returns with qualified dividends 50
Qualified dividends amount [6] $116
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) 40
Business or professional net income (less loss) amount $619,000
Number of returns with net capital gain (less loss) 40
Net capital gain (less loss) amount $279,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $688,000
Number of returns with taxable pensions and annuities 40
Taxable pensions and annuities amount $1,283,000
Number of farm returns 40
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 50
Taxable Social Security benefits amount $894,000
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 40
Total statutory adjustments amount $132,000
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 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 30
Student loan interest deduction amount $20,000
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 40
Total itemized deductions amount $917,000
Amount of AGI for itemized returns $3,808,000
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 30
State and local general sales tax amount $51,000
Number of returns with real estate taxes 40
Real estate taxes amount $186,000
Number of returns with taxes paid 40
Taxes paid amount $260,000
Number of returns with mortgage interest paid 30
Mortgage interest paid amount $216,000
Number of returns with contributions 40
Contributions amount $173,000
Number of returns with taxable income 140
Taxable income amount $8,543,000
Number of returns with income tax before credits 140
Income tax before credits amount $1,214,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 50
Total tax credits amount $81,000
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 $29,000
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $29,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 40
Child tax credit amount $62,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 30
Self-employment tax amount $94,000
Number of returns with total tax payments 130
Total tax payments amount $1,325,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 40
Refundable education credit amount $33,000
Number of returns with income tax 130
Income tax amount [10] $1,133,000
Number of returns with tax liability 140
Total tax liability amount [11] $1,257,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 50
Tax due at time of filing amount [12] $223,000
Number of returns with overpayments refunded 80
Overpayments refunded amount [13] $276,000
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 200
Number of single returns 30
Number of joint returns 170
Number of head of household returns 0
Number of returns with paid preparer's signature 150
Number of exemptions 510
Number of dependents 150
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] 100
Adjust gross income (AGI) [5] $27,398,000
Number of returns with total income 200
Salaries and wages amount $27,756,000
Number of returns with salaries and wages 150
Salaries and wages amount $14,714
Number of returns with taxable interest 140
Taxable interest amount $506
Number of returns with ordinary dividends 110
Ordinary dividends amount $1,113,000
Number of returns with qualified dividends 100
Qualified dividends amount [6] $917
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) 60
Business or professional net income (less loss) amount $1,485,000
Number of returns with net capital gain (less loss) 110
Net capital gain (less loss) amount $1,188,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $2,426,000
Number of returns with taxable pensions and annuities 80
Taxable pensions and annuities amount $2,832,000
Number of farm returns 80
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 $1,715,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $800,000
Number of returns with total statutory adjustments 90
Total statutory adjustments amount $358,000
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 20
Self-employment health insurance deduction amount $197,000
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 120
Total itemized deductions amount $2,991,000
Amount of AGI for itemized returns $16,873,000
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 110
State and local general sales tax amount $225,000
Number of returns with real estate taxes 110
Real estate taxes amount $618,000
Number of returns with taxes paid 120
Taxes paid amount $869,000
Number of returns with mortgage interest paid 90
Mortgage interest paid amount $764,000
Number of returns with contributions 110
Contributions amount $450,000
Number of returns with taxable income 200
Taxable income amount $21,328,000
Number of returns with income tax before credits 200
Income tax before credits amount $3,602,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 90
Total tax credits amount $93,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 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 30
Child tax credit amount $40,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 60
Self-employment tax amount $387,000
Number of returns with total tax payments 200
Total tax payments amount $3,643,000
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 200
Income tax amount [10] $3,510,000
Number of returns with tax liability 200
Total tax liability amount [11] $3,758,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 90
Tax due at time of filing amount [12] $748,000
Number of returns with overpayments refunded 120
Overpayments refunded amount [13] $777,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $249,000

Adjusted Gross Income: $200,000 or more

Number of returns 70
Number of single returns 0
Number of joint returns 60
Number of head of household returns 0
Number of returns with paid preparer's signature 50
Number of exemptions 140
Number of dependents 0
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] 50
Adjust gross income (AGI) [5] $27,993,000
Number of returns with total income 70
Salaries and wages amount $28,410,000
Number of returns with salaries and wages 50
Salaries and wages amount $13,147
Number of returns with taxable interest 60
Taxable interest amount $496
Number of returns with ordinary dividends 50
Ordinary dividends amount $1,110,000
Number of returns with qualified dividends 50
Qualified dividends amount [6] $788
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) 20
Business or professional net income (less loss) amount $269,000
Number of returns with net capital gain (less loss) 50
Net capital gain (less loss) amount $4,573,000
Number of returns with taxable individual retirement arrangements distributions 20
Taxable individual retirement arrangements distributions amount $1,941,000
Number of returns with taxable pensions and annuities 30
Taxable pensions and annuities amount $696,000
Number of farm returns 30
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 30
Taxable Social Security benefits amount $702,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $2,257,000
Number of returns with total statutory adjustments 30
Total statutory adjustments amount $417,000
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 0
Self-employment health insurance deduction amount $0
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 50
Total itemized deductions amount $3,619,000
Amount of AGI for itemized returns $19,972,000
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 50
State and local general sales tax amount $165,000
Number of returns with real estate taxes 50
Real estate taxes amount $486,000
Number of returns with taxes paid 50
Taxes paid amount $666,000
Number of returns with mortgage interest paid 30
Mortgage interest paid amount $364,000
Number of returns with contributions 40
Contributions amount $934,000
Number of returns with taxable income 70
Taxable income amount $23,762,000
Number of returns with income tax before credits 70
Income tax before credits amount $6,062,000
Number of returns with alternative minimum tax 20
Alternative minimum tax amount $106,000
Number of returns with total tax credits 30
Total tax credits amount $26,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $24,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 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 0
Self-employment tax amount $0
Number of returns with total tax payments 60
Total tax payments amount $5,564,000
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 70
Income tax amount [10] $5,303,000
Number of returns with tax liability 70
Total tax liability amount [11] $5,685,000
Number of returns with net investment income tax 50
Net investment income tax $110,000
Number of returns with tax due at time of filing 40
Tax due at time of filing amount [12] $870,000
Number of returns with overpayments refunded 0
Overpayments refunded amount [13] $0
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

[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.