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ZIP Code Database - Facts & Stats

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ZIP Code 78229 Income Tax Stats

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

ZIP Code 78229 Data

Zip Code:78229
City:San Antonio
State:TX [Texas]
Counties: BEXAR, TX
City Alias(es):San Antonio
Area Code:956
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


78229 Income Tax Overview

Total Number of Tax Returns for ZIP Code 78229 [1] 14,350
Total Number of Single Tax Returns for ZIP Code 78229 2,800
Total Number of Joint Tax Returns for ZIP Code 78229 2,930
Total Number of Dependents for ZIP Code 78229 7,290
Total Adjusted Gross Income for ZIP Code 78229 $629,616,000
Average Income per Person for ZIP Code 78229 $21,859
Average Income per Household for ZIP Code 78229 $43,876

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 6,160
Number of single returns 4,290
Number of joint returns 600
Number of head of household returns 1,190
Number of returns with paid preparer's signature 2,180
Number of exemptions 9,210
Number of dependents 2,990
Total number of volunteer prepared returns [5] 320
Number of volunteer income tax assistance (VITA) prepared returns [3] 290
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 110
Number of refund anticipation check returns [3] 1,420
Number of elderly returns [4] 660
Adjust gross income (AGI) [5] $84,031,000
Number of returns with total income 6,160
Salaries and wages amount $85,301,000
Number of returns with salaries and wages 5,290
Salaries and wages amount $73,713
Number of returns with taxable interest 390
Taxable interest amount $180
Number of returns with ordinary dividends 200
Ordinary dividends amount $363,000
Number of returns with qualified dividends 170
Qualified dividends amount [6] $214
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 1,110
Business or professional net income (less loss) amount $5,876,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $350,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $741,000
Number of returns with taxable pensions and annuities 410
Taxable pensions and annuities amount $3,804,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $450,000
Number of returns with taxable Social Security benefits 120
Taxable Social Security benefits amount $175,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $33,000
Number of returns with total statutory adjustments 1,220
Total statutory adjustments amount $1,270,000
Number of returns with educator expenses 20
Educator expenses amount $5,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $87,000
Number of returns with IRA payments 20
IRA payments amount $65,000
Number of returns with student loan interest deduction 280
Student loan interest deduction amount $235,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $214,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 220
Total itemized deductions amount $3,264,000
Amount of AGI for itemized returns $3,384,000
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 160
State and local general sales tax amount $193,000
Number of returns with real estate taxes 80
Real estate taxes amount $304,000
Number of returns with taxes paid 190
Taxes paid amount $558,000
Number of returns with mortgage interest paid 50
Mortgage interest paid amount $248,000
Number of returns with contributions 140
Contributions amount $320,000
Number of returns with taxable income 2,990
Taxable income amount $19,839,000
Number of returns with income tax before credits 3,010
Income tax before credits amount $2,135,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 930
Total tax credits amount $346,000
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 $16,000
Number of returns with nonrefundable education credit 370
Nonrefundable education credit amount $213,000
Number of returns with retirement savings contribution credit 350
Retirement savings contribution credit amount $49,000
Number of returns with child tax credit 190
Child tax credit amount $65,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 850
Self-employment tax amount $1,098,000
Number of returns with total tax payments 5,890
Total tax payments amount $15,245,000
Number of returns with earned income credit 2,670
Earned income credit amount [8] $6,692,000
Number of returns with excess earned income credit 2,340
Excess earned income credit (refundable) amount [9] $5,906,000
Number of returns with additional child tax credit 1,460
Additional child tax credit amount $1,881,000
Number of returns with refundable education credit 480
Refundable education credit amount $391,000
Number of returns with income tax 2,470
Income tax amount [10] $1,788,000
Number of returns with tax liability 3,290
Total tax liability amount [11] $3,066,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 510
Tax due at time of filing amount [12] $408,000
Number of returns with overpayments refunded 5,490
Overpayments refunded amount [13] $12,563,000
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 4,730
Number of single returns 2,860
Number of joint returns 770
Number of head of household returns 990
Number of returns with paid preparer's signature 1,400
Number of exemptions 8,140
Number of dependents 2,650
Total number of volunteer prepared returns [5] 250
Number of volunteer income tax assistance (VITA) prepared returns [3] 220
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 60
Number of refund anticipation check returns [3] 1,160
Number of elderly returns [4] 500
Adjust gross income (AGI) [5] $167,726,000
Number of returns with total income 4,730
Salaries and wages amount $169,285,000
Number of returns with salaries and wages 4,430
Salaries and wages amount $154,174
Number of returns with taxable interest 410
Taxable interest amount $365
Number of returns with ordinary dividends 180
Ordinary dividends amount $341,000
Number of returns with qualified dividends 160
Qualified dividends amount [6] $218
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) 440
Business or professional net income (less loss) amount $2,498,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $463,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $926,000
Number of returns with taxable pensions and annuities 500
Taxable pensions and annuities amount $7,777,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $488,000
Number of returns with taxable Social Security benefits 310
Taxable Social Security benefits amount $2,000,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $295,000
Number of returns with total statutory adjustments 1,100
Total statutory adjustments amount $1,559,000
Number of returns with educator expenses 90
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 20
Self-employment health insurance deduction amount $104,000
Number of returns with IRA payments 40
IRA payments amount $126,000
Number of returns with student loan interest deduction 690
Student loan interest deduction amount $745,000
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 430
Total itemized deductions amount $7,616,000
Amount of AGI for itemized returns $15,834,000
Number of returns with State and local income taxes 30
State and local income taxes amount $41,000
Number of returns with State and local general sales tax 310
State and local general sales tax amount $501,000
Number of returns with real estate taxes 150
Real estate taxes amount $772,000
Number of returns with taxes paid 370
Taxes paid amount $1,426,000
Number of returns with mortgage interest paid 130
Mortgage interest paid amount $636,000
Number of returns with contributions 280
Contributions amount $941,000
Number of returns with taxable income 4,580
Taxable income amount $93,240,000
Number of returns with income tax before credits 4,570
Income tax before credits amount $11,753,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,910
Total tax credits amount $1,606,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 190
Child and dependent care credit amount $112,000
Number of returns with nonrefundable education credit 480
Nonrefundable education credit amount $489,000
Number of returns with retirement savings contribution credit 730
Retirement savings contribution credit amount $112,000
Number of returns with child tax credit 980
Child tax credit amount $861,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 260
Self-employment tax amount $561,000
Number of returns with total tax payments 4,670
Total tax payments amount $20,665,000
Number of returns with earned income credit 1,120
Earned income credit amount [8] $2,510,000
Number of returns with excess earned income credit 930
Excess earned income credit (refundable) amount [9] $2,149,000
Number of returns with additional child tax credit 770
Additional child tax credit amount $1,135,000
Number of returns with refundable education credit 300
Refundable education credit amount $269,000
Number of returns with income tax 3,840
Income tax amount [10] $10,147,000
Number of returns with tax liability 4,020
Total tax liability amount [11] $10,990,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 630
Tax due at time of filing amount [12] $858,000
Number of returns with overpayments refunded 4,070
Overpayments refunded amount [13] $10,450,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $91,000

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

Number of returns 1,770
Number of single returns 980
Number of joint returns 540
Number of head of household returns 220
Number of returns with paid preparer's signature 670
Number of exemptions 3,110
Number of dependents 800
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
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] 330
Number of elderly returns [4] 300
Adjust gross income (AGI) [5] $107,175,000
Number of returns with total income 1,770
Salaries and wages amount $108,245,000
Number of returns with salaries and wages 1,610
Salaries and wages amount $92,111
Number of returns with taxable interest 320
Taxable interest amount $304
Number of returns with ordinary dividends 180
Ordinary dividends amount $612,000
Number of returns with qualified dividends 170
Qualified dividends amount [6] $410
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $20
Number of returns with business or professional net income (less loss) 200
Business or professional net income (less loss) amount $1,667,000
Number of returns with net capital gain (less loss) 160
Net capital gain (less loss) amount $425,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $1,518,000
Number of returns with taxable pensions and annuities 310
Taxable pensions and annuities amount $7,967,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $211,000
Number of returns with taxable Social Security benefits 200
Taxable Social Security benefits amount $2,800,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $470,000
Number of returns with total statutory adjustments 570
Total statutory adjustments amount $1,070,000
Number of returns with educator expenses 90
Educator expenses amount $23,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $126,000
Number of returns with IRA payments 40
IRA payments amount $171,000
Number of returns with student loan interest deduction 360
Student loan interest deduction amount $423,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $56,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 360
Total itemized deductions amount $6,453,000
Amount of AGI for itemized returns $22,289,000
Number of returns with State and local income taxes 30
State and local income taxes amount $100,000
Number of returns with State and local general sales tax 290
State and local general sales tax amount $405,000
Number of returns with real estate taxes 200
Real estate taxes amount $821,000
Number of returns with taxes paid 350
Taxes paid amount $1,356,000
Number of returns with mortgage interest paid 160
Mortgage interest paid amount $764,000
Number of returns with contributions 260
Contributions amount $1,028,000
Number of returns with taxable income 1,760
Taxable income amount $75,615,000
Number of returns with income tax before credits 1,760
Income tax before credits amount $11,188,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 560
Total tax credits amount $795,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $48,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $193,000
Number of returns with retirement savings contribution credit 80
Retirement savings contribution credit amount $11,000
Number of returns with child tax credit 350
Child tax credit amount $509,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $46,000
Number of returns with self-employment tax 110
Self-employment tax amount $312,000
Number of returns with total tax payments 1,740
Total tax payments amount $13,524,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 50
Additional child tax credit amount $47,000
Number of returns with refundable education credit 110
Refundable education credit amount $88,000
Number of returns with income tax 1,720
Income tax amount [10] $10,392,000
Number of returns with tax liability 1,730
Total tax liability amount [11] $10,836,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 390
Tax due at time of filing amount [12] $821,000
Number of returns with overpayments refunded 1,360
Overpayments refunded amount [13] $3,398,000
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 700
Number of single returns 290
Number of joint returns 340
Number of head of household returns 60
Number of returns with paid preparer's signature 310
Number of exemptions 1,380
Number of dependents 340
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] 180
Adjust gross income (AGI) [5] $59,889,000
Number of returns with total income 700
Salaries and wages amount $60,370,000
Number of returns with salaries and wages 610
Salaries and wages amount $47,160
Number of returns with taxable interest 240
Taxable interest amount $344
Number of returns with ordinary dividends 140
Ordinary dividends amount $638,000
Number of returns with qualified dividends 130
Qualified dividends amount [6] $467
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 $1,027,000
Number of returns with net capital gain (less loss) 130
Net capital gain (less loss) amount $636,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $1,599,000
Number of returns with taxable pensions and annuities 180
Taxable pensions and annuities amount $5,135,000
Number of farm returns 30
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $172,000
Number of returns with taxable Social Security benefits 130
Taxable Social Security benefits amount $2,554,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $854,000
Number of returns with total statutory adjustments 180
Total statutory adjustments amount $481,000
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 90
Student loan interest deduction amount $102,000
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 200
Total itemized deductions amount $4,169,000
Amount of AGI for itemized returns $17,089,000
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 150
State and local general sales tax amount $259,000
Number of returns with real estate taxes 140
Real estate taxes amount $673,000
Number of returns with taxes paid 190
Taxes paid amount $1,021,000
Number of returns with mortgage interest paid 110
Mortgage interest paid amount $691,000
Number of returns with contributions 160
Contributions amount $607,000
Number of returns with taxable income 690
Taxable income amount $45,165,000
Number of returns with income tax before credits 690
Income tax before credits amount $7,300,000
Number of returns with alternative minimum tax 20
Alternative minimum tax amount $27,000
Number of returns with total tax credits 260
Total tax credits amount $399,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $25,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $60,000
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 $224,000
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 $221,000
Number of returns with total tax payments 680
Total tax payments amount $8,011,000
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 $20,000
Number of returns with income tax 690
Income tax amount [10] $6,902,000
Number of returns with tax liability 690
Total tax liability amount [11] $7,214,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 190
Tax due at time of filing amount [12] $717,000
Number of returns with overpayments refunded 480
Overpayments refunded amount [13] $1,440,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $67,000

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

Number of returns 710
Number of single returns 200
Number of joint returns 480
Number of head of household returns 40
Number of returns with paid preparer's signature 390
Number of exemptions 1,560
Number of dependents 370
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] 250
Adjust gross income (AGI) [5] $95,070,000
Number of returns with total income 710
Salaries and wages amount $96,238,000
Number of returns with salaries and wages 600
Salaries and wages amount $66,779
Number of returns with taxable interest 330
Taxable interest amount $922
Number of returns with ordinary dividends 220
Ordinary dividends amount $1,615,000
Number of returns with qualified dividends 190
Qualified dividends amount [6] $1,176
Number of returns with state and local income tax refunds 20
State and local income tax refunds amount $29
Number of returns with business or professional net income (less loss) 150
Business or professional net income (less loss) amount $3,888,000
Number of returns with net capital gain (less loss) 220
Net capital gain (less loss) amount $3,231,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $3,421,000
Number of returns with taxable pensions and annuities 220
Taxable pensions and annuities amount $9,582,000
Number of farm returns 0
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 $4,141,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $2,248,000
Number of returns with total statutory adjustments 260
Total statutory adjustments amount $1,168,000
Number of returns with educator expenses 30
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $235,000
Number of returns with IRA payments 30
IRA payments amount $182,000
Number of returns with student loan interest deduction 90
Student loan interest deduction amount $107,000
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 340
Total itemized deductions amount $8,589,000
Amount of AGI for itemized returns $46,857,000
Number of returns with State and local income taxes 30
State and local income taxes amount $166,000
Number of returns with State and local general sales tax 290
State and local general sales tax amount $655,000
Number of returns with real estate taxes 280
Real estate taxes amount $1,954,000
Number of returns with taxes paid 340
Taxes paid amount $2,853,000
Number of returns with mortgage interest paid 240
Mortgage interest paid amount $1,612,000
Number of returns with contributions 280
Contributions amount $1,445,000
Number of returns with taxable income 710
Taxable income amount $76,192,000
Number of returns with income tax before credits 710
Income tax before credits amount $13,801,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 240
Total tax credits amount $357,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $12,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $52,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $59,000
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 $113,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $46,000
Number of returns with self-employment tax 120
Self-employment tax amount $584,000
Number of returns with total tax payments 710
Total tax payments amount $14,208,000
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 $31,000
Number of returns with income tax 710
Income tax amount [10] $13,444,000
Number of returns with tax liability 710
Total tax liability amount [11] $14,144,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 310
Tax due at time of filing amount [12] $1,918,000
Number of returns with overpayments refunded 370
Overpayments refunded amount [13] $1,650,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $308,000

Adjusted Gross Income: $200,000 or more

Number of returns 280
Number of single returns 70
Number of joint returns 200
Number of head of household returns 0
Number of returns with paid preparer's signature 210
Number of exemptions 620
Number of dependents 140
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] 140
Adjust gross income (AGI) [5] $115,725,000
Number of returns with total income 280
Salaries and wages amount $117,786,000
Number of returns with salaries and wages 220
Salaries and wages amount $55,767
Number of returns with taxable interest 220
Taxable interest amount $1,040
Number of returns with ordinary dividends 170
Ordinary dividends amount $5,550,000
Number of returns with qualified dividends 160
Qualified dividends amount [6] $4,714
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 $9,677,000
Number of returns with net capital gain (less loss) 180
Net capital gain (less loss) amount $12,190,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $3,716,000
Number of returns with taxable pensions and annuities 80
Taxable pensions and annuities amount $5,926,000
Number of farm returns 0
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 $2,947,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $15,400,000
Number of returns with total statutory adjustments 130
Total statutory adjustments amount $2,061,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $1,050,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $314,000
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 220
Total itemized deductions amount $8,270,000
Amount of AGI for itemized returns $83,453,000
Number of returns with State and local income taxes 20
State and local income taxes amount $530,000
Number of returns with State and local general sales tax 190
State and local general sales tax amount $549,000
Number of returns with real estate taxes 200
Real estate taxes amount $2,584,000
Number of returns with taxes paid 220
Taxes paid amount $3,691,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $1,660,000
Number of returns with contributions 190
Contributions amount $2,160,000
Number of returns with taxable income 280
Taxable income amount $105,133,000
Number of returns with income tax before credits 280
Income tax before credits amount $27,940,000
Number of returns with alternative minimum tax 100
Alternative minimum tax amount $426,000
Number of returns with total tax credits 120
Total tax credits amount $388,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $90,000
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 90
Self-employment tax amount $863,000
Number of returns with total tax payments 280
Total tax payments amount $29,468,000
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 280
Income tax amount [10] $26,684,000
Number of returns with tax liability 280
Total tax liability amount [11] $28,474,000
Number of returns with net investment income tax 180
Net investment income tax $634,000
Number of returns with tax due at time of filing 120
Tax due at time of filing amount [12] $3,155,000
Number of returns with overpayments refunded 100
Overpayments refunded amount [13] $1,510,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $2,588,000

[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.