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ZIP Code Database - Facts & Stats

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ZIP Code 78244 Income Tax Stats

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

ZIP Code 78244 Data

Zip Code:78244
City:San Antonio
State:TX [Texas]
Counties: BEXAR, TX
City Alias(es):San Antonio
Area Code:210
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


78244 Income Tax Overview

Total Number of Tax Returns for ZIP Code 78244 [1] 14,960
Total Number of Single Tax Returns for ZIP Code 78244 4,530
Total Number of Joint Tax Returns for ZIP Code 78244 4,570
Total Number of Dependents for ZIP Code 78244 12,050
Total Adjusted Gross Income for ZIP Code 78244 $608,215,000
Average Income per Person for ZIP Code 78244 $19,775
Average Income per Household for ZIP Code 78244 $40,656

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 5,860
Number of single returns 3,660
Number of joint returns 660
Number of head of household returns 1,450
Number of returns with paid preparer's signature 1,850
Number of exemptions 9,400
Number of dependents 3,780
Total number of volunteer prepared returns [5] 310
Number of volunteer income tax assistance (VITA) prepared returns [3] 280
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 90
Number of refund anticipation check returns [3] 1,400
Number of elderly returns [4] 660
Adjust gross income (AGI) [5] $76,716,000
Number of returns with total income 5,860
Salaries and wages amount $77,792,000
Number of returns with salaries and wages 4,910
Salaries and wages amount $64,163
Number of returns with taxable interest 350
Taxable interest amount $131
Number of returns with ordinary dividends 80
Ordinary dividends amount $62,000
Number of returns with qualified dividends 70
Qualified dividends amount [6] $26
Number of returns with state and local income tax refunds 20
State and local income tax refunds amount $14
Number of returns with business or professional net income (less loss) 1,110
Business or professional net income (less loss) amount $6,657,000
Number of returns with net capital gain (less loss) 80
Net capital gain (less loss) amount $40,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $533,000
Number of returns with taxable pensions and annuities 550
Taxable pensions and annuities amount $5,548,000
Number of farm returns 20
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $554,000
Number of returns with taxable Social Security benefits 140
Taxable Social Security benefits amount $288,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount ($4,000)
Number of returns with total statutory adjustments 1,100
Total statutory adjustments amount $1,076,000
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 20
Self-employment health insurance deduction amount $44,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $122,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $113,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 250
Total itemized deductions amount $3,761,000
Amount of AGI for itemized returns $3,961,000
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 170
State and local general sales tax amount $152,000
Number of returns with real estate taxes 160
Real estate taxes amount $588,000
Number of returns with taxes paid 230
Taxes paid amount $847,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $693,000
Number of returns with contributions 150
Contributions amount $321,000
Number of returns with taxable income 2,440
Taxable income amount $14,538,000
Number of returns with income tax before credits 2,490
Income tax before credits amount $1,567,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 760
Total tax credits amount $245,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $0
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $21,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $97,000
Number of returns with retirement savings contribution credit 310
Retirement savings contribution credit amount $47,000
Number of returns with child tax credit 220
Child tax credit amount $73,000
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 $1,297,000
Number of returns with total tax payments 5,610
Total tax payments amount $16,150,000
Number of returns with earned income credit 2,620
Earned income credit amount [8] $8,023,000
Number of returns with excess earned income credit 2,370
Excess earned income credit (refundable) amount [9] $7,022,000
Number of returns with additional child tax credit 1,690
Additional child tax credit amount $2,280,000
Number of returns with refundable education credit 370
Refundable education credit amount $312,000
Number of returns with income tax 2,010
Income tax amount [10] $1,322,000
Number of returns with tax liability 2,870
Total tax liability amount [11] $2,780,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 400
Tax due at time of filing amount [12] $406,000
Number of returns with overpayments refunded 5,330
Overpayments refunded amount [13] $13,752,000
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 1,960
Number of joint returns 1,230
Number of head of household returns 1,370
Number of returns with paid preparer's signature 1,460
Number of exemptions 10,280
Number of dependents 4,330
Total number of volunteer prepared returns [5] 280
Number of volunteer income tax assistance (VITA) prepared returns [3] 250
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 50
Number of refund anticipation check returns [3] 1,210
Number of elderly returns [4] 610
Adjust gross income (AGI) [5] $169,704,000
Number of returns with total income 4,730
Salaries and wages amount $171,001,000
Number of returns with salaries and wages 4,330
Salaries and wages amount $150,051
Number of returns with taxable interest 490
Taxable interest amount $160
Number of returns with ordinary dividends 160
Ordinary dividends amount $206,000
Number of returns with qualified dividends 130
Qualified dividends amount [6] $149
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) 580
Business or professional net income (less loss) amount $3,868,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $273,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $1,188,000
Number of returns with taxable pensions and annuities 710
Taxable pensions and annuities amount $11,633,000
Number of farm returns 0
Number of returns with unemployment compensation 140
Unemployment compensation amount [7] $740,000
Number of returns with taxable Social Security benefits 430
Taxable Social Security benefits amount $2,577,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $362,000
Number of returns with total statutory adjustments 920
Total statutory adjustments amount $1,297,000
Number of returns with educator expenses 90
Educator expenses amount $21,000
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 $160,000
Number of returns with IRA payments 50
IRA payments amount $150,000
Number of returns with student loan interest deduction 440
Student loan interest deduction amount $406,000
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 820
Total itemized deductions amount $13,187,000
Amount of AGI for itemized returns $31,607,000
Number of returns with State and local income taxes 30
State and local income taxes amount $39,000
Number of returns with State and local general sales tax 580
State and local general sales tax amount $772,000
Number of returns with real estate taxes 570
Real estate taxes amount $1,955,000
Number of returns with taxes paid 770
Taxes paid amount $3,091,000
Number of returns with mortgage interest paid 580
Mortgage interest paid amount $2,877,000
Number of returns with contributions 550
Contributions amount $1,742,000
Number of returns with taxable income 4,480
Taxable income amount $80,522,000
Number of returns with income tax before credits 4,480
Income tax before credits amount $9,900,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,340
Total tax credits amount $2,137,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 350
Child and dependent care credit amount $206,000
Number of returns with nonrefundable education credit 420
Nonrefundable education credit amount $389,000
Number of returns with retirement savings contribution credit 920
Retirement savings contribution credit amount $159,000
Number of returns with child tax credit 1,430
Child tax credit amount $1,259,000
Number of returns with residential energy tax credit 90
Residential energy tax credit amount $110,000
Number of returns with self-employment tax 350
Self-employment tax amount $853,000
Number of returns with total tax payments 4,670
Total tax payments amount $21,964,000
Number of returns with earned income credit 1,710
Earned income credit amount [8] $3,994,000
Number of returns with excess earned income credit 1,430
Excess earned income credit (refundable) amount [9] $3,378,000
Number of returns with additional child tax credit 1,290
Additional child tax credit amount $2,006,000
Number of returns with refundable education credit 320
Refundable education credit amount $269,000
Number of returns with income tax 3,290
Income tax amount [10] $7,763,000
Number of returns with tax liability 3,600
Total tax liability amount [11] $8,901,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 500
Tax due at time of filing amount [12] $827,000
Number of returns with overpayments refunded 4,220
Overpayments refunded amount [13] $13,834,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $110,000

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

Number of returns 2,360
Number of single returns 730
Number of joint returns 1,130
Number of head of household returns 440
Number of returns with paid preparer's signature 890
Number of exemptions 5,640
Number of dependents 2,150
Total number of volunteer prepared returns [5] 80
Number of volunteer income tax assistance (VITA) prepared returns [3] 80
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] 500
Number of elderly returns [4] 440
Adjust gross income (AGI) [5] $143,864,000
Number of returns with total income 2,360
Salaries and wages amount $144,791,000
Number of returns with salaries and wages 2,190
Salaries and wages amount $123,113
Number of returns with taxable interest 420
Taxable interest amount $112
Number of returns with ordinary dividends 150
Ordinary dividends amount $162,000
Number of returns with qualified dividends 140
Qualified dividends amount [6] $107
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) 290
Business or professional net income (less loss) amount $1,019,000
Number of returns with net capital gain (less loss) 130
Net capital gain (less loss) amount $317,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $1,686,000
Number of returns with taxable pensions and annuities 560
Taxable pensions and annuities amount $13,384,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $428,000
Number of returns with taxable Social Security benefits 320
Taxable Social Security benefits amount $4,249,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $574,000
Number of returns with total statutory adjustments 600
Total statutory adjustments amount $927,000
Number of returns with educator expenses 90
Educator expenses amount $24,000
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 30
IRA payments amount $101,000
Number of returns with student loan interest deduction 320
Student loan interest deduction amount $339,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $68,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 750
Total itemized deductions amount $13,609,000
Amount of AGI for itemized returns $46,012,000
Number of returns with State and local income taxes 40
State and local income taxes amount $97,000
Number of returns with State and local general sales tax 560
State and local general sales tax amount $848,000
Number of returns with real estate taxes 590
Real estate taxes amount $1,993,000
Number of returns with taxes paid 730
Taxes paid amount $3,074,000
Number of returns with mortgage interest paid 590
Mortgage interest paid amount $2,965,000
Number of returns with contributions 530
Contributions amount $2,412,000
Number of returns with taxable income 2,350
Taxable income amount $90,622,000
Number of returns with income tax before credits 2,350
Income tax before credits amount $12,626,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,140
Total tax credits amount $1,936,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $91,000
Number of returns with nonrefundable education credit 250
Nonrefundable education credit amount $290,000
Number of returns with retirement savings contribution credit 230
Retirement savings contribution credit amount $36,000
Number of returns with child tax credit 800
Child tax credit amount $1,315,000
Number of returns with residential energy tax credit 80
Residential energy tax credit amount $164,000
Number of returns with self-employment tax 160
Self-employment tax amount $334,000
Number of returns with total tax payments 2,350
Total tax payments amount $16,454,000
Number of returns with earned income credit 30
Earned income credit amount [8] $10,000
Number of returns with excess earned income credit 30
Excess earned income credit (refundable) amount [9] $9,000
Number of returns with additional child tax credit 180
Additional child tax credit amount $247,000
Number of returns with refundable education credit 170
Refundable education credit amount $148,000
Number of returns with income tax 2,160
Income tax amount [10] $10,691,000
Number of returns with tax liability 2,200
Total tax liability amount [11] $11,228,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 440
Tax due at time of filing amount [12] $882,000
Number of returns with overpayments refunded 1,920
Overpayments refunded amount [13] $6,080,000
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 1,150
Number of single returns 210
Number of joint returns 840
Number of head of household returns 100
Number of returns with paid preparer's signature 420
Number of exemptions 3,080
Number of dependents 1,090
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] 220
Number of elderly returns [4] 260
Adjust gross income (AGI) [5] $98,738,000
Number of returns with total income 1,150
Salaries and wages amount $99,286,000
Number of returns with salaries and wages 1,070
Salaries and wages amount $80,968
Number of returns with taxable interest 290
Taxable interest amount $158
Number of returns with ordinary dividends 120
Ordinary dividends amount $163,000
Number of returns with qualified dividends 100
Qualified dividends amount [6] $85
Number of returns with state and local income tax refunds 20
State and local income tax refunds amount $14
Number of returns with business or professional net income (less loss) 150
Business or professional net income (less loss) amount $1,256,000
Number of returns with net capital gain (less loss) 90
Net capital gain (less loss) amount $543,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $1,030,000
Number of returns with taxable pensions and annuities 390
Taxable pensions and annuities amount $11,319,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $228,000
Number of returns with taxable Social Security benefits 200
Taxable Social Security benefits amount $3,322,000
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 310
Total statutory adjustments amount $548,000
Number of returns with educator expenses 50
Educator expenses amount $14,000
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 50
IRA payments amount $185,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $224,000
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 $8,545,000
Amount of AGI for itemized returns $34,649,000
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 330
State and local general sales tax amount $576,000
Number of returns with real estate taxes 350
Real estate taxes amount $1,317,000
Number of returns with taxes paid 400
Taxes paid amount $2,060,000
Number of returns with mortgage interest paid 340
Mortgage interest paid amount $1,891,000
Number of returns with contributions 290
Contributions amount $1,715,000
Number of returns with taxable income 1,150
Taxable income amount $68,775,000
Number of returns with income tax before credits 1,150
Income tax before credits amount $10,095,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 530
Total tax credits amount $1,084,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $71,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $153,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 390
Child tax credit amount $700,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $144,000
Number of returns with self-employment tax 90
Self-employment tax amount $248,000
Number of returns with total tax payments 1,150
Total tax payments amount $11,928,000
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 20
Additional child tax credit amount $32,000
Number of returns with refundable education credit 90
Refundable education credit amount $84,000
Number of returns with income tax 1,130
Income tax amount [10] $9,011,000
Number of returns with tax liability 1,130
Total tax liability amount [11] $9,399,000
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] $699,000
Number of returns with overpayments refunded 880
Overpayments refunded amount [13] $3,192,000
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 810
Number of single returns 100
Number of joint returns 670
Number of head of household returns 50
Number of returns with paid preparer's signature 320
Number of exemptions 2,140
Number of dependents 660
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] 120
Number of elderly returns [4] 260
Adjust gross income (AGI) [5] $102,815,000
Number of returns with total income 810
Salaries and wages amount $103,647,000
Number of returns with salaries and wages 760
Salaries and wages amount $77,207
Number of returns with taxable interest 350
Taxable interest amount $151
Number of returns with ordinary dividends 160
Ordinary dividends amount $508,000
Number of returns with qualified dividends 140
Qualified dividends amount [6] $301
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 $1,124,000
Number of returns with net capital gain (less loss) 140
Net capital gain (less loss) amount $1,176,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $1,982,000
Number of returns with taxable pensions and annuities 400
Taxable pensions and annuities amount $15,881,000
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 190
Taxable Social Security benefits amount $3,864,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $2,091,000
Number of returns with total statutory adjustments 260
Total statutory adjustments amount $832,000
Number of returns with educator expenses 40
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 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 120
Student loan interest deduction amount $148,000
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 360
Total itemized deductions amount $8,985,000
Amount of AGI for itemized returns $45,970,000
Number of returns with State and local income taxes 30
State and local income taxes amount $251,000
Number of returns with State and local general sales tax 280
State and local general sales tax amount $653,000
Number of returns with real estate taxes 320
Real estate taxes amount $1,270,000
Number of returns with taxes paid 350
Taxes paid amount $2,180,000
Number of returns with mortgage interest paid 310
Mortgage interest paid amount $1,907,000
Number of returns with contributions 310
Contributions amount $2,516,000
Number of returns with taxable income 810
Taxable income amount $79,537,000
Number of returns with income tax before credits 810
Income tax before credits amount $13,588,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $61,000
Number of returns with total tax credits 320
Total tax credits amount $628,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $40,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $117,000
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 $231,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $92,000
Number of returns with self-employment tax 70
Self-employment tax amount $185,000
Number of returns with total tax payments 810
Total tax payments amount $13,957,000
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 $68,000
Number of returns with income tax 810
Income tax amount [10] $13,004,000
Number of returns with tax liability 810
Total tax liability amount [11] $13,320,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 290
Tax due at time of filing amount [12] $1,328,000
Number of returns with overpayments refunded 530
Overpayments refunded amount [13] $2,079,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

Adjusted Gross Income: $200,000 or more

Number of returns 50
Number of single returns 0
Number of joint returns 40
Number of head of household returns 0
Number of returns with paid preparer's signature 30
Number of exemptions 130
Number of dependents 40
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] 0
Adjust gross income (AGI) [5] $16,378,000
Number of returns with total income 50
Salaries and wages amount $16,378,000
Number of returns with salaries and wages 50
Salaries and wages amount $9,282
Number of returns with taxable interest 30
Taxable interest amount $68
Number of returns with ordinary dividends 30
Ordinary dividends amount $195,000
Number of returns with qualified dividends 30
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) 0
Business or professional net income (less loss) amount $0
Number of returns with net capital gain (less loss) 20
Net capital gain (less loss) amount $128,000
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 $1,818,000
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 0
Taxable Social Security benefits amount $0
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 0
Total statutory adjustments amount $0
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 30
Total itemized deductions amount $924,000
Amount of AGI for itemized returns $9,906,000
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 20
State and local general sales tax amount $74,000
Number of returns with real estate taxes 30
Real estate taxes amount $166,000
Number of returns with taxes paid 30
Taxes paid amount $364,000
Number of returns with mortgage interest paid 30
Mortgage interest paid amount $193,000
Number of returns with contributions 20
Contributions amount $231,000
Number of returns with taxable income 50
Taxable income amount $14,838,000
Number of returns with income tax before credits 50
Income tax before credits amount $3,769,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 0
Total tax credits amount $0
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 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 50
Total tax payments amount $3,918,000
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 50
Income tax amount [10] $3,726,000
Number of returns with tax liability 50
Total tax liability amount [11] $3,870,000
Number of returns with net investment income tax 20
Net investment income tax $9,000
Number of returns with tax due at time of filing 30
Tax due at time of filing amount [12] $479,000
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.