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ZIP Code Database - Facts & Stats

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ZIP Code 78009 Income Tax Stats

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

ZIP Code 78009 Data

Zip Code:78009
City:Castroville
State:TX [Texas]
Counties: MEDINA, TX
City Alias(es):Castroville
Area Code:830
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


78009 Income Tax Overview

Total Number of Tax Returns for ZIP Code 78009 [1] 4,010
Total Number of Single Tax Returns for ZIP Code 78009 1,700
Total Number of Joint Tax Returns for ZIP Code 78009 1,860
Total Number of Dependents for ZIP Code 78009 2,710
Total Adjusted Gross Income for ZIP Code 78009 $267,672,000
Average Income per Person for ZIP Code 78009 $36,895
Average Income per Household for ZIP Code 78009 $66,751

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 1,320
Number of single returns 930
Number of joint returns 190
Number of head of household returns 190
Number of returns with paid preparer's signature 560
Number of exemptions 1,780
Number of dependents 570
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
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] 270
Adjust gross income (AGI) [5] $16,255,000
Number of returns with total income 1,320
Salaries and wages amount $16,518,000
Number of returns with salaries and wages 1,030
Salaries and wages amount $12,455
Number of returns with taxable interest 180
Taxable interest amount $122
Number of returns with ordinary dividends 80
Ordinary dividends amount $169,000
Number of returns with qualified dividends 70
Qualified dividends amount [6] $106
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) 230
Business or professional net income (less loss) amount $1,521,000
Number of returns with net capital gain (less loss) 80
Net capital gain (less loss) amount $153,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $386,000
Number of returns with taxable pensions and annuities 180
Taxable pensions and annuities amount $1,654,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $170,000
Number of returns with taxable Social Security benefits 70
Taxable Social Security benefits amount $135,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount ($103,000)
Number of returns with total statutory adjustments 240
Total statutory adjustments amount $263,000
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 $75,000
Number of returns with IRA payments 0
IRA payments amount $0
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 $886,000
Amount of AGI for itemized returns $942,000
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 $45,000
Number of returns with real estate taxes 40
Real estate taxes amount $169,000
Number of returns with taxes paid 60
Taxes paid amount $216,000
Number of returns with mortgage interest paid 30
Mortgage interest paid amount $219,000
Number of returns with contributions 30
Contributions amount $38,000
Number of returns with taxable income 580
Taxable income amount $3,416,000
Number of returns with income tax before credits 570
Income tax before credits amount $357,000
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 $50,000
Number of returns with foreign tax credit 30
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 40
Nonrefundable education credit amount $24,000
Number of returns with retirement savings contribution credit 40
Retirement savings contribution credit amount $8,000
Number of returns with child tax credit 40
Child tax credit amount $16,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 190
Self-employment tax amount $253,000
Number of returns with total tax payments 1,190
Total tax payments amount $2,796,000
Number of returns with earned income credit 440
Earned income credit amount [8] $1,146,000
Number of returns with excess earned income credit 390
Excess earned income credit (refundable) amount [9] $991,000
Number of returns with additional child tax credit 250
Additional child tax credit amount $315,000
Number of returns with refundable education credit 60
Refundable education credit amount $52,000
Number of returns with income tax 480
Income tax amount [10] $306,000
Number of returns with tax liability 660
Total tax liability amount [11] $595,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 130
Tax due at time of filing amount [12] $126,000
Number of returns with overpayments refunded 1,120
Overpayments refunded amount [13] $2,244,000
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 860
Number of single returns 410
Number of joint returns 270
Number of head of household returns 150
Number of returns with paid preparer's signature 380
Number of exemptions 1,690
Number of dependents 560
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] 170
Number of elderly returns [4] 210
Adjust gross income (AGI) [5] $31,328,000
Number of returns with total income 860
Salaries and wages amount $31,657,000
Number of returns with salaries and wages 690
Salaries and wages amount $24,281
Number of returns with taxable interest 190
Taxable interest amount $171
Number of returns with ordinary dividends 90
Ordinary dividends amount $208,000
Number of returns with qualified dividends 80
Qualified dividends amount [6] $133
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) 130
Business or professional net income (less loss) amount $813,000
Number of returns with net capital gain (less loss) 90
Net capital gain (less loss) amount $450,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $769,000
Number of returns with taxable pensions and annuities 210
Taxable pensions and annuities amount $4,139,000
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 170
Taxable Social Security benefits amount $1,038,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount ($127,000)
Number of returns with total statutory adjustments 210
Total statutory adjustments amount $329,000
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 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 90
Student loan interest deduction amount $72,000
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 $3,011,000
Amount of AGI for itemized returns $5,559,000
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 100
State and local general sales tax amount $125,000
Number of returns with real estate taxes 100
Real estate taxes amount $372,000
Number of returns with taxes paid 130
Taxes paid amount $516,000
Number of returns with mortgage interest paid 70
Mortgage interest paid amount $477,000
Number of returns with contributions 100
Contributions amount $284,000
Number of returns with taxable income 800
Taxable income amount $15,504,000
Number of returns with income tax before credits 800
Income tax before credits amount $1,880,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 340
Total tax credits amount $286,000
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 $19,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $58,000
Number of returns with retirement savings contribution credit 110
Retirement savings contribution credit amount $21,000
Number of returns with child tax credit 190
Child tax credit amount $178,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 90
Self-employment tax amount $196,000
Number of returns with total tax payments 830
Total tax payments amount $3,772,000
Number of returns with earned income credit 230
Earned income credit amount [8] $471,000
Number of returns with excess earned income credit 180
Excess earned income credit (refundable) amount [9] $374,000
Number of returns with additional child tax credit 150
Additional child tax credit amount $245,000
Number of returns with refundable education credit 40
Refundable education credit amount $36,000
Number of returns with income tax 670
Income tax amount [10] $1,594,000
Number of returns with tax liability 720
Total tax liability amount [11] $1,849,000
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] $198,000
Number of returns with overpayments refunded 730
Overpayments refunded amount [13] $2,101,000
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 570
Number of single returns 180
Number of joint returns 300
Number of head of household returns 80
Number of returns with paid preparer's signature 290
Number of exemptions 1,300
Number of dependents 430
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] 100
Number of elderly returns [4] 180
Adjust gross income (AGI) [5] $35,193,000
Number of returns with total income 570
Salaries and wages amount $35,515,000
Number of returns with salaries and wages 470
Salaries and wages amount $26,228
Number of returns with taxable interest 180
Taxable interest amount $213
Number of returns with ordinary dividends 80
Ordinary dividends amount $271,000
Number of returns with qualified dividends 70
Qualified dividends amount [6] $182
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) 100
Business or professional net income (less loss) amount $626,000
Number of returns with net capital gain (less loss) 70
Net capital gain (less loss) amount $222,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $664,000
Number of returns with taxable pensions and annuities 190
Taxable pensions and annuities amount $5,116,000
Number of farm returns 20
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $129,000
Number of returns with taxable Social Security benefits 140
Taxable Social Security benefits amount $1,894,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $6,000
Number of returns with total statutory adjustments 170
Total statutory adjustments amount $322,000
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 $159,000
Number of returns with IRA payments 40
IRA payments amount $162,000
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $76,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $31,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 180
Total itemized deductions amount $3,361,000
Amount of AGI for itemized returns $11,217,000
Number of returns with State and local income taxes 30
State and local income taxes amount $78,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $232,000
Number of returns with real estate taxes 150
Real estate taxes amount $639,000
Number of returns with taxes paid 180
Taxes paid amount $912,000
Number of returns with mortgage interest paid 130
Mortgage interest paid amount $836,000
Number of returns with contributions 130
Contributions amount $416,000
Number of returns with taxable income 570
Taxable income amount $22,382,000
Number of returns with income tax before credits 570
Income tax before credits amount $3,083,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 230
Total tax credits amount $354,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $16,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $60,000
Number of returns with retirement savings contribution credit 30
Retirement savings contribution credit amount $4,000
Number of returns with child tax credit 160
Child tax credit amount $248,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $26,000
Number of returns with self-employment tax 70
Self-employment tax amount $128,000
Number of returns with total tax payments 570
Total tax payments amount $3,989,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 40
Additional child tax credit amount $51,000
Number of returns with refundable education credit 30
Refundable education credit amount $34,000
Number of returns with income tax 520
Income tax amount [10] $2,729,000
Number of returns with tax liability 540
Total tax liability amount [11] $2,908,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 130
Tax due at time of filing amount [12] $295,000
Number of returns with overpayments refunded 440
Overpayments refunded amount [13] $1,351,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $47,000

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

Number of returns 420
Number of single returns 60
Number of joint returns 330
Number of head of household returns 40
Number of returns with paid preparer's signature 200
Number of exemptions 1,090
Number of dependents 350
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] 120
Adjust gross income (AGI) [5] $36,270,000
Number of returns with total income 420
Salaries and wages amount $36,633,000
Number of returns with salaries and wages 360
Salaries and wages amount $27,100
Number of returns with taxable interest 170
Taxable interest amount $134
Number of returns with ordinary dividends 80
Ordinary dividends amount $346,000
Number of returns with qualified dividends 70
Qualified dividends amount [6] $210
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) 80
Business or professional net income (less loss) amount $846,000
Number of returns with net capital gain (less loss) 70
Net capital gain (less loss) amount $541,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $779,000
Number of returns with taxable pensions and annuities 140
Taxable pensions and annuities amount $4,677,000
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 100
Taxable Social Security benefits amount $1,663,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $304,000
Number of returns with total statutory adjustments 150
Total statutory adjustments amount $363,000
Number of returns with educator expenses 30
Educator expenses amount $8,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 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 60
Student loan interest deduction amount $71,000
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 170
Total itemized deductions amount $3,735,000
Amount of AGI for itemized returns $14,381,000
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 $239,000
Number of returns with real estate taxes 150
Real estate taxes amount $795,000
Number of returns with taxes paid 160
Taxes paid amount $1,076,000
Number of returns with mortgage interest paid 130
Mortgage interest paid amount $1,065,000
Number of returns with contributions 130
Contributions amount $460,000
Number of returns with taxable income 420
Taxable income amount $24,987,000
Number of returns with income tax before credits 420
Income tax before credits amount $3,558,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 200
Total tax credits amount $332,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $22,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $56,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 150
Child tax credit amount $249,000
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 $145,000
Number of returns with total tax payments 410
Total tax payments amount $4,184,000
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 $30,000
Number of returns with income tax 410
Income tax amount [10] $3,226,000
Number of returns with tax liability 410
Total tax liability amount [11] $3,415,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 100
Tax due at time of filing amount [12] $292,000
Number of returns with overpayments refunded 310
Overpayments refunded amount [13] $1,039,000
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 670
Number of single returns 50
Number of joint returns 610
Number of head of household returns 0
Number of returns with paid preparer's signature 350
Number of exemptions 1,930
Number of dependents 640
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] 210
Adjust gross income (AGI) [5] $91,459,000
Number of returns with total income 670
Salaries and wages amount $92,457,000
Number of returns with salaries and wages 600
Salaries and wages amount $66,618
Number of returns with taxable interest 370
Taxable interest amount $386
Number of returns with ordinary dividends 190
Ordinary dividends amount $890,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $676
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 $2,612,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $2,300,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $2,484,000
Number of returns with taxable pensions and annuities 270
Taxable pensions and annuities amount $11,217,000
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 140
Taxable Social Security benefits amount $3,122,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,629,000
Number of returns with total statutory adjustments 260
Total statutory adjustments amount $998,000
Number of returns with educator expenses 70
Educator expenses amount $20,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $244,000
Number of returns with IRA payments 30
IRA payments amount $157,000
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $87,000
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 400
Total itemized deductions amount $10,198,000
Amount of AGI for itemized returns $56,839,000
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 350
State and local general sales tax amount $915,000
Number of returns with real estate taxes 380
Real estate taxes amount $2,526,000
Number of returns with taxes paid 400
Taxes paid amount $3,557,000
Number of returns with mortgage interest paid 350
Mortgage interest paid amount $3,408,000
Number of returns with contributions 340
Contributions amount $1,580,000
Number of returns with taxable income 670
Taxable income amount $70,034,000
Number of returns with income tax before credits 670
Income tax before credits amount $11,883,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 310
Total tax credits amount $424,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $49,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $106,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 170
Child tax credit amount $223,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $32,000
Number of returns with self-employment tax 110
Self-employment tax amount $426,000
Number of returns with total tax payments 670
Total tax payments amount $12,733,000
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 70
Refundable education credit amount $66,000
Number of returns with income tax 670
Income tax amount [10] $11,458,000
Number of returns with tax liability 670
Total tax liability amount [11] $11,995,000
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] $1,354,000
Number of returns with overpayments refunded 400
Overpayments refunded amount [13] $1,896,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $172,000

Adjusted Gross Income: $200,000 or more

Number of returns 170
Number of single returns 0
Number of joint returns 160
Number of head of household returns 0
Number of returns with paid preparer's signature 130
Number of exemptions 500
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] 0
Number of elderly returns [4] 60
Adjust gross income (AGI) [5] $57,167,000
Number of returns with total income 170
Salaries and wages amount $58,662,000
Number of returns with salaries and wages 150
Salaries and wages amount $29,461
Number of returns with taxable interest 140
Taxable interest amount $512
Number of returns with ordinary dividends 100
Ordinary dividends amount $1,013,000
Number of returns with qualified dividends 100
Qualified dividends amount [6] $622
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 $1,804,000
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $5,852,000
Number of returns with taxable individual retirement arrangements distributions 30
Taxable individual retirement arrangements distributions amount $1,351,000
Number of returns with taxable pensions and annuities 50
Taxable pensions and annuities amount $2,501,000
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 40
Taxable Social Security benefits amount $871,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $12,874,000
Number of returns with total statutory adjustments 80
Total statutory adjustments amount $1,495,000
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 $404,000
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 $3,639,000
Amount of AGI for itemized returns $37,097,000
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 $385,000
Number of returns with real estate taxes 120
Real estate taxes amount $947,000
Number of returns with taxes paid 120
Taxes paid amount $1,403,000
Number of returns with mortgage interest paid 90
Mortgage interest paid amount $862,000
Number of returns with contributions 110
Contributions amount $1,094,000
Number of returns with taxable income 170
Taxable income amount $51,200,000
Number of returns with income tax before credits 170
Income tax before credits amount $12,558,000
Number of returns with alternative minimum tax 70
Alternative minimum tax amount $206,000
Number of returns with total tax credits 60
Total tax credits amount $151,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $4,000
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 50
Self-employment tax amount $358,000
Number of returns with total tax payments 170
Total tax payments amount $12,306,000
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 170
Income tax amount [10] $12,407,000
Number of returns with tax liability 170
Total tax liability amount [11] $13,075,000
Number of returns with net investment income tax 90
Net investment income tax $165,000
Number of returns with tax due at time of filing 100
Tax due at time of filing amount [12] $2,156,000
Number of returns with overpayments refunded 50
Overpayments refunded amount [13] $497,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $873,000

[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.