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ZIP Code Database - Facts & Stats

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ZIP Code 77963 Income Tax Stats

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

ZIP Code 77963 Data

Zip Code:77963
City:Goliad
State:TX [Texas]
Counties: GOLIAD, TX
City Alias(es):Goliad
Area Code:361
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


77963 Income Tax Overview

Total Number of Tax Returns for ZIP Code 77963 [1] 2,390
Total Number of Single Tax Returns for ZIP Code 77963 1,020
Total Number of Joint Tax Returns for ZIP Code 77963 1,090
Total Number of Dependents for ZIP Code 77963 1,570
Total Adjusted Gross Income for ZIP Code 77963 $147,425,000
Average Income per Person for ZIP Code 77963 $27,006
Average Income per Household for ZIP Code 77963 $61,684

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 840
Number of single returns 500
Number of joint returns 150
Number of head of household returns 180
Number of returns with paid preparer's signature 410
Number of exemptions 1,300
Number of dependents 440
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 180
Number of elderly returns [4] 220
Adjust gross income (AGI) [5] $10,312,000
Number of returns with total income 840
Salaries and wages amount $10,526,000
Number of returns with salaries and wages 630
Salaries and wages amount $7,826
Number of returns with taxable interest 150
Taxable interest amount $84
Number of returns with ordinary dividends 70
Ordinary dividends amount $165,000
Number of returns with qualified dividends 70
Qualified dividends amount [6] $81
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) 160
Business or professional net income (less loss) amount $1,293,000
Number of returns with net capital gain (less loss) 70
Net capital gain (less loss) amount $137,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $362,000
Number of returns with taxable pensions and annuities 110
Taxable pensions and annuities amount $1,103,000
Number of farm returns 70
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 40
Taxable Social Security benefits amount $59,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $43,000
Number of returns with total statutory adjustments 160
Total statutory adjustments amount $214,000
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 40
Self-employment health insurance deduction amount $166,000
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 $1,099,000
Amount of AGI for itemized returns $794,000
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 $21,000
Number of returns with real estate taxes 20
Real estate taxes amount $66,000
Number of returns with taxes paid 40
Taxes paid amount $88,000
Number of returns with mortgage interest paid 0
Mortgage interest paid amount $0
Number of returns with contributions 0
Contributions amount $0
Number of returns with taxable income 320
Taxable income amount $1,823,000
Number of returns with income tax before credits 320
Income tax before credits amount $193,000
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 $23,000
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 40
Retirement savings contribution credit amount $6,000
Number of returns with child tax credit 30
Child tax credit amount $9,000
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 $192,000
Number of returns with total tax payments 750
Total tax payments amount $2,004,000
Number of returns with earned income credit 330
Earned income credit amount [8] $938,000
Number of returns with excess earned income credit 300
Excess earned income credit (refundable) amount [9] $814,000
Number of returns with additional child tax credit 220
Additional child tax credit amount $264,000
Number of returns with refundable education credit 20
Refundable education credit amount $15,000
Number of returns with income tax 270
Income tax amount [10] $171,000
Number of returns with tax liability 390
Total tax liability amount [11] $376,000
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] $78,000
Number of returns with overpayments refunded 690
Overpayments refunded amount [13] $1,676,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 560
Number of single returns 210
Number of joint returns 210
Number of head of household returns 120
Number of returns with paid preparer's signature 300
Number of exemptions 1,140
Number of dependents 380
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] 130
Number of elderly returns [4] 170
Adjust gross income (AGI) [5] $20,120,000
Number of returns with total income 560
Salaries and wages amount $20,407,000
Number of returns with salaries and wages 440
Salaries and wages amount $15,189
Number of returns with taxable interest 130
Taxable interest amount $85
Number of returns with ordinary dividends 60
Ordinary dividends amount $153,000
Number of returns with qualified dividends 60
Qualified dividends amount [6] $84
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 $753,000
Number of returns with net capital gain (less loss) 70
Net capital gain (less loss) amount $311,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $590,000
Number of returns with taxable pensions and annuities 150
Taxable pensions and annuities amount $3,118,000
Number of farm returns 70
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $189,000
Number of returns with taxable Social Security benefits 130
Taxable Social Security benefits amount $863,000
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 130
Total statutory adjustments amount $287,000
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 $24,000
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 100
Total itemized deductions amount $1,702,000
Amount of AGI for itemized returns $3,579,000
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 40
Real estate taxes amount $88,000
Number of returns with taxes paid 70
Taxes paid amount $183,000
Number of returns with mortgage interest paid 40
Mortgage interest paid amount $198,000
Number of returns with contributions 80
Contributions amount $248,000
Number of returns with taxable income 520
Taxable income amount $9,464,000
Number of returns with income tax before credits 520
Income tax before credits amount $1,111,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 210
Total tax credits amount $180,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $22,000
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $26,000
Number of returns with retirement savings contribution credit 100
Retirement savings contribution credit amount $21,000
Number of returns with child tax credit 130
Child tax credit amount $122,000
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 $176,000
Number of returns with total tax payments 540
Total tax payments amount $2,452,000
Number of returns with earned income credit 160
Earned income credit amount [8] $350,000
Number of returns with excess earned income credit 130
Excess earned income credit (refundable) amount [9] $276,000
Number of returns with additional child tax credit 120
Additional child tax credit amount $180,000
Number of returns with refundable education credit 30
Refundable education credit amount $19,000
Number of returns with income tax 420
Income tax amount [10] $932,000
Number of returns with tax liability 460
Total tax liability amount [11] $1,159,000
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] $178,000
Number of returns with overpayments refunded 450
Overpayments refunded amount [13] $1,456,000
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 320
Number of single returns 100
Number of joint returns 190
Number of head of household returns 40
Number of returns with paid preparer's signature 200
Number of exemptions 700
Number of dependents 200
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 50
Number of elderly returns [4] 120
Adjust gross income (AGI) [5] $20,267,000
Number of returns with total income 320
Salaries and wages amount $20,526,000
Number of returns with salaries and wages 260
Salaries and wages amount $14,513
Number of returns with taxable interest 130
Taxable interest amount $99
Number of returns with ordinary dividends 70
Ordinary dividends amount $287,000
Number of returns with qualified dividends 70
Qualified dividends amount [6] $204
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 $548,000
Number of returns with net capital gain (less loss) 70
Net capital gain (less loss) amount $397,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $1,000,000
Number of returns with taxable pensions and annuities 100
Taxable pensions and annuities amount $2,312,000
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 80
Taxable Social Security benefits amount $1,265,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $276,000
Number of returns with total statutory adjustments 90
Total statutory adjustments amount $259,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
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 $183,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 50
Student loan interest deduction amount $43,000
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 90
Total itemized deductions amount $2,127,000
Amount of AGI for itemized returns $5,919,000
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 70
State and local general sales tax amount $90,000
Number of returns with real estate taxes 50
Real estate taxes amount $131,000
Number of returns with taxes paid 70
Taxes paid amount $230,000
Number of returns with mortgage interest paid 40
Mortgage interest paid amount $309,000
Number of returns with contributions 60
Contributions amount $284,000
Number of returns with taxable income 320
Taxable income amount $12,874,000
Number of returns with income tax before credits 320
Income tax before credits amount $1,730,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 140
Total tax credits amount $168,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $35,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 90
Child tax credit amount $131,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 50
Self-employment tax amount $140,000
Number of returns with total tax payments 310
Total tax payments amount $2,396,000
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 30
Refundable education credit amount $18,000
Number of returns with income tax 310
Income tax amount [10] $1,561,000
Number of returns with tax liability 310
Total tax liability amount [11] $1,738,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 80
Tax due at time of filing amount [12] $220,000
Number of returns with overpayments refunded 230
Overpayments refunded amount [13] $833,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $87,000

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

Number of returns 240
Number of single returns 50
Number of joint returns 170
Number of head of household returns 20
Number of returns with paid preparer's signature 160
Number of exemptions 590
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] 30
Number of elderly returns [4] 80
Adjust gross income (AGI) [5] $21,254,000
Number of returns with total income 240
Salaries and wages amount $21,538,000
Number of returns with salaries and wages 210
Salaries and wages amount $16,564
Number of returns with taxable interest 110
Taxable interest amount $89
Number of returns with ordinary dividends 60
Ordinary dividends amount $256,000
Number of returns with qualified dividends 60
Qualified dividends amount [6] $203
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 $236,000
Number of returns with net capital gain (less loss) 70
Net capital gain (less loss) amount $372,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $587,000
Number of returns with taxable pensions and annuities 90
Taxable pensions and annuities amount $2,274,000
Number of farm returns 80
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $94,000
Number of returns with taxable Social Security benefits 50
Taxable Social Security benefits amount $1,049,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $429,000
Number of returns with total statutory adjustments 80
Total statutory adjustments amount $284,000
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 40
IRA payments amount $160,000
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 80
Total itemized deductions amount $1,921,000
Amount of AGI for itemized returns $7,210,000
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 $118,000
Number of returns with real estate taxes 50
Real estate taxes amount $164,000
Number of returns with taxes paid 60
Taxes paid amount $298,000
Number of returns with mortgage interest paid 40
Mortgage interest paid amount $231,000
Number of returns with contributions 50
Contributions amount $218,000
Number of returns with taxable income 240
Taxable income amount $15,144,000
Number of returns with income tax before credits 240
Income tax before credits amount $2,225,000
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 $146,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $1,000
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 70
Child tax credit amount $111,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 50
Self-employment tax amount $142,000
Number of returns with total tax payments 240
Total tax payments amount $2,751,000
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 240
Income tax amount [10] $2,079,000
Number of returns with tax liability 240
Total tax liability amount [11] $2,249,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 70
Tax due at time of filing amount [12] $277,000
Number of returns with overpayments refunded 170
Overpayments refunded amount [13] $741,000
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 360
Number of single returns 50
Number of joint returns 300
Number of head of household returns 0
Number of returns with paid preparer's signature 240
Number of exemptions 980
Number of dependents 320
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] 40
Number of elderly returns [4] 110
Adjust gross income (AGI) [5] $47,327,000
Number of returns with total income 360
Salaries and wages amount $47,979,000
Number of returns with salaries and wages 300
Salaries and wages amount $33,974
Number of returns with taxable interest 200
Taxable interest amount $214
Number of returns with ordinary dividends 120
Ordinary dividends amount $1,060,000
Number of returns with qualified dividends 110
Qualified dividends amount [6] $813
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) 90
Business or professional net income (less loss) amount $1,774,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $1,902,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $2,523,000
Number of returns with taxable pensions and annuities 110
Taxable pensions and annuities amount $4,509,000
Number of farm returns 140
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 110
Taxable Social Security benefits amount $2,157,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $861,000
Number of returns with total statutory adjustments 140
Total statutory adjustments amount $652,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
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 $296,000
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 $31,000
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 150
Total itemized deductions amount $3,699,000
Amount of AGI for itemized returns $20,957,000
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 120
State and local general sales tax amount $284,000
Number of returns with real estate taxes 120
Real estate taxes amount $466,000
Number of returns with taxes paid 130
Taxes paid amount $784,000
Number of returns with mortgage interest paid 80
Mortgage interest paid amount $689,000
Number of returns with contributions 100
Contributions amount $658,000
Number of returns with taxable income 360
Taxable income amount $37,132,000
Number of returns with income tax before credits 360
Income tax before credits amount $6,279,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 160
Total tax credits amount $269,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $29,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $29,000
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $43,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 80
Child tax credit amount $118,000
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 $471,000
Number of returns with total tax payments 350
Total tax payments amount $7,412,000
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 30
Refundable education credit amount $27,000
Number of returns with income tax 350
Income tax amount [10] $6,009,000
Number of returns with tax liability 360
Total tax liability amount [11] $6,443,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 110
Tax due at time of filing amount [12] $650,000
Number of returns with overpayments refunded 240
Overpayments refunded amount [13] $1,410,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $1,021,000

Adjusted Gross Income: $200,000 or more

Number of returns 70
Number of single returns 0
Number of joint returns 70
Number of head of household returns 0
Number of returns with paid preparer's signature 70
Number of exemptions 200
Number of dependents 60
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] 30
Adjust gross income (AGI) [5] $28,145,000
Number of returns with total income 70
Salaries and wages amount $28,405,000
Number of returns with salaries and wages 50
Salaries and wages amount $9,750
Number of returns with taxable interest 60
Taxable interest amount $178
Number of returns with ordinary dividends 50
Ordinary dividends amount $797,000
Number of returns with qualified dividends 50
Qualified dividends amount [6] $712
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) 30
Business or professional net income (less loss) amount $1,938,000
Number of returns with net capital gain (less loss) 50
Net capital gain (less loss) amount $4,678,000
Number of returns with taxable individual retirement arrangements distributions 0
Taxable individual retirement arrangements distributions amount $0
Number of returns with taxable pensions and annuities 20
Taxable pensions and annuities amount $1,243,000
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 0
Taxable Social Security benefits amount $0
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $1,279,000
Number of returns with total statutory adjustments 20
Total statutory adjustments amount $260,000
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 40
Total itemized deductions amount $1,174,000
Amount of AGI for itemized returns $13,132,000
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 $107,000
Number of returns with real estate taxes 30
Real estate taxes amount $190,000
Number of returns with taxes paid 30
Taxes paid amount $305,000
Number of returns with mortgage interest paid 20
Mortgage interest paid amount $219,000
Number of returns with contributions 30
Contributions amount $376,000
Number of returns with taxable income 70
Taxable income amount $25,932,000
Number of returns with income tax before credits 70
Income tax before credits amount $6,548,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $91,000
Number of returns with total tax credits 30
Total tax credits amount $28,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $18,000
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 70
Total tax payments amount $6,689,000
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] $6,496,000
Number of returns with tax liability 70
Total tax liability amount [11] $7,018,000
Number of returns with net investment income tax 40
Net investment income tax $312,000
Number of returns with tax due at time of filing 40
Tax due at time of filing amount [12] $1,795,000
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.