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ZIP Code Database - Facts & Stats

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ZIP Code 78374 Income Tax Stats

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

ZIP Code 78374 Data

Zip Code:78374
City:Portland
State:TX [Texas]
Counties: SAN PATRICIO, TX
City Alias(es):Portland
Area Code:361
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


78374 Income Tax Overview

Total Number of Tax Returns for ZIP Code 78374 [1] 8,590
Total Number of Single Tax Returns for ZIP Code 78374 3,270
Total Number of Joint Tax Returns for ZIP Code 78374 3,570
Total Number of Dependents for ZIP Code 78374 6,490
Total Adjusted Gross Income for ZIP Code 78374 $604,118,000
Average Income per Person for ZIP Code 78374 $36,349
Average Income per Household for ZIP Code 78374 $70,328

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 2,670
Number of single returns 1,900
Number of joint returns 260
Number of head of household returns 480
Number of returns with paid preparer's signature 990
Number of exemptions 3,520
Number of dependents 1,170
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 510
Number of elderly returns [4] 390
Adjust gross income (AGI) [5] $32,426,000
Number of returns with total income 2,670
Salaries and wages amount $33,015,000
Number of returns with salaries and wages 2,160
Salaries and wages amount $26,302
Number of returns with taxable interest 280
Taxable interest amount $143
Number of returns with ordinary dividends 140
Ordinary dividends amount $238,000
Number of returns with qualified dividends 130
Qualified dividends amount [6] $154
Number of returns with state and local income tax refunds 20
State and local income tax refunds amount $10
Number of returns with business or professional net income (less loss) 460
Business or professional net income (less loss) amount $1,954,000
Number of returns with net capital gain (less loss) 150
Net capital gain (less loss) amount $182,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $774,000
Number of returns with taxable pensions and annuities 250
Taxable pensions and annuities amount $2,593,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $389,000
Number of returns with taxable Social Security benefits 110
Taxable Social Security benefits amount $271,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $2,000
Number of returns with total statutory adjustments 470
Total statutory adjustments amount $589,000
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 $93,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $68,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $77,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 210
Total itemized deductions amount $3,513,000
Amount of AGI for itemized returns $3,366,000
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 $160,000
Number of returns with real estate taxes 80
Real estate taxes amount $317,000
Number of returns with taxes paid 130
Taxes paid amount $569,000
Number of returns with mortgage interest paid 50
Mortgage interest paid amount $237,000
Number of returns with contributions 80
Contributions amount $228,000
Number of returns with taxable income 1,150
Taxable income amount $6,450,000
Number of returns with income tax before credits 1,150
Income tax before credits amount $684,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 290
Total tax credits amount $88,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $0
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $7,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $39,000
Number of returns with retirement savings contribution credit 90
Retirement savings contribution credit amount $13,000
Number of returns with child tax credit 80
Child tax credit amount $25,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 350
Self-employment tax amount $498,000
Number of returns with total tax payments 2,470
Total tax payments amount $5,949,000
Number of returns with earned income credit 950
Earned income credit amount [8] $2,600,000
Number of returns with excess earned income credit 840
Excess earned income credit (refundable) amount [9] $2,273,000
Number of returns with additional child tax credit 560
Additional child tax credit amount $723,000
Number of returns with refundable education credit 140
Refundable education credit amount $120,000
Number of returns with income tax 980
Income tax amount [10] $596,000
Number of returns with tax liability 1,320
Total tax liability amount [11] $1,149,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 220
Tax due at time of filing amount [12] $202,000
Number of returns with overpayments refunded 2,330
Overpayments refunded amount [13] $4,947,000
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 1,740
Number of single returns 840
Number of joint returns 450
Number of head of household returns 420
Number of returns with paid preparer's signature 710
Number of exemptions 3,460
Number of dependents 1,280
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] 450
Number of elderly returns [4] 350
Adjust gross income (AGI) [5] $63,882,000
Number of returns with total income 1,740
Salaries and wages amount $64,628,000
Number of returns with salaries and wages 1,490
Salaries and wages amount $52,435
Number of returns with taxable interest 330
Taxable interest amount $363
Number of returns with ordinary dividends 150
Ordinary dividends amount $297,000
Number of returns with qualified dividends 130
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) 270
Business or professional net income (less loss) amount $1,772,000
Number of returns with net capital gain (less loss) 150
Net capital gain (less loss) amount $245,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $1,676,000
Number of returns with taxable pensions and annuities 310
Taxable pensions and annuities amount $5,542,000
Number of farm returns 30
Number of returns with unemployment compensation 140
Unemployment compensation amount [7] $770,000
Number of returns with taxable Social Security benefits 270
Taxable Social Security benefits amount $1,806,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount ($66,000)
Number of returns with total statutory adjustments 400
Total statutory adjustments amount $746,000
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 30
Self-employment health insurance deduction amount $117,000
Number of returns with IRA payments 20
IRA payments amount $81,000
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $140,000
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 410
Total itemized deductions amount $8,553,000
Amount of AGI for itemized returns $15,706,000
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 250
State and local general sales tax amount $744,000
Number of returns with real estate taxes 190
Real estate taxes amount $771,000
Number of returns with taxes paid 300
Taxes paid amount $1,566,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $762,000
Number of returns with contributions 230
Contributions amount $679,000
Number of returns with taxable income 1,630
Taxable income amount $30,577,000
Number of returns with income tax before credits 1,630
Income tax before credits amount $3,756,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 680
Total tax credits amount $604,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $50,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $134,000
Number of returns with retirement savings contribution credit 190
Retirement savings contribution credit amount $31,000
Number of returns with child tax credit 400
Child tax credit amount $368,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $17,000
Number of returns with self-employment tax 160
Self-employment tax amount $385,000
Number of returns with total tax payments 1,700
Total tax payments amount $8,093,000
Number of returns with earned income credit 490
Earned income credit amount [8] $1,064,000
Number of returns with excess earned income credit 400
Excess earned income credit (refundable) amount [9] $884,000
Number of returns with additional child tax credit 350
Additional child tax credit amount $554,000
Number of returns with refundable education credit 110
Refundable education credit amount $92,000
Number of returns with income tax 1,340
Income tax amount [10] $3,152,000
Number of returns with tax liability 1,440
Total tax liability amount [11] $3,683,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 230
Tax due at time of filing amount [12] $488,000
Number of returns with overpayments refunded 1,500
Overpayments refunded amount [13] $4,839,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $105,000

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

Number of returns 1,250
Number of single returns 450
Number of joint returns 570
Number of head of household returns 200
Number of returns with paid preparer's signature 550
Number of exemptions 2,870
Number of dependents 1,050
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] 300
Number of elderly returns [4] 260
Adjust gross income (AGI) [5] $77,011,000
Number of returns with total income 1,250
Salaries and wages amount $77,871,000
Number of returns with salaries and wages 1,100
Salaries and wages amount $63,193
Number of returns with taxable interest 330
Taxable interest amount $276
Number of returns with ordinary dividends 170
Ordinary dividends amount $474,000
Number of returns with qualified dividends 140
Qualified dividends amount [6] $319
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) 190
Business or professional net income (less loss) amount $1,396,000
Number of returns with net capital gain (less loss) 150
Net capital gain (less loss) amount $347,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $1,688,000
Number of returns with taxable pensions and annuities 270
Taxable pensions and annuities amount $6,463,000
Number of farm returns 40
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $526,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $2,730,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $456,000
Number of returns with total statutory adjustments 340
Total statutory adjustments amount $860,000
Number of returns with educator expenses 70
Educator expenses amount $17,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $326,000
Number of returns with IRA payments 20
IRA payments amount $103,000
Number of returns with student loan interest deduction 140
Student loan interest deduction amount $155,000
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 530
Total itemized deductions amount $12,287,000
Amount of AGI for itemized returns $32,601,000
Number of returns with State and local income taxes 50
State and local income taxes amount $107,000
Number of returns with State and local general sales tax 310
State and local general sales tax amount $623,000
Number of returns with real estate taxes 300
Real estate taxes amount $1,300,000
Number of returns with taxes paid 410
Taxes paid amount $2,051,000
Number of returns with mortgage interest paid 250
Mortgage interest paid amount $1,517,000
Number of returns with contributions 290
Contributions amount $1,138,000
Number of returns with taxable income 1,220
Taxable income amount $46,372,000
Number of returns with income tax before credits 1,210
Income tax before credits amount $6,485,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 540
Total tax credits amount $877,000
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 $45,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $146,000
Number of returns with retirement savings contribution credit 70
Retirement savings contribution credit amount $11,000
Number of returns with child tax credit 400
Child tax credit amount $628,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $26,000
Number of returns with self-employment tax 130
Self-employment tax amount $372,000
Number of returns with total tax payments 1,230
Total tax payments amount $9,150,000
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 110
Additional child tax credit amount $164,000
Number of returns with refundable education credit 90
Refundable education credit amount $82,000
Number of returns with income tax 1,110
Income tax amount [10] $5,608,000
Number of returns with tax liability 1,140
Total tax liability amount [11] $6,097,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 250
Tax due at time of filing amount [12] $690,000
Number of returns with overpayments refunded 980
Overpayments refunded amount [13] $3,662,000
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 1,010
Number of single returns 240
Number of joint returns 660
Number of head of household returns 100
Number of returns with paid preparer's signature 480
Number of exemptions 2,650
Number of dependents 980
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] 200
Number of elderly returns [4] 230
Adjust gross income (AGI) [5] $87,537,000
Number of returns with total income 1,010
Salaries and wages amount $88,252,000
Number of returns with salaries and wages 900
Salaries and wages amount $70,415
Number of returns with taxable interest 350
Taxable interest amount $276
Number of returns with ordinary dividends 150
Ordinary dividends amount $638,000
Number of returns with qualified dividends 130
Qualified dividends amount [6] $483
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) 170
Business or professional net income (less loss) amount $1,549,000
Number of returns with net capital gain (less loss) 140
Net capital gain (less loss) amount $856,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $2,001,000
Number of returns with taxable pensions and annuities 300
Taxable pensions and annuities amount $8,114,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $230,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $3,586,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $342,000
Number of returns with total statutory adjustments 300
Total statutory adjustments amount $715,000
Number of returns with educator expenses 80
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 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 20
IRA payments amount $123,000
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $125,000
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 490
Total itemized deductions amount $11,767,000
Amount of AGI for itemized returns $42,255,000
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 $689,000
Number of returns with real estate taxes 350
Real estate taxes amount $1,650,000
Number of returns with taxes paid 410
Taxes paid amount $2,510,000
Number of returns with mortgage interest paid 320
Mortgage interest paid amount $2,015,000
Number of returns with contributions 290
Contributions amount $1,187,000
Number of returns with taxable income 1,000
Taxable income amount $59,514,000
Number of returns with income tax before credits 1,000
Income tax before credits amount $8,889,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 480
Total tax credits amount $875,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $12,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $50,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $120,000
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 $651,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $20,000
Number of returns with self-employment tax 110
Self-employment tax amount $362,000
Number of returns with total tax payments 1,000
Total tax payments amount $11,007,000
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 30
Additional child tax credit amount $43,000
Number of returns with refundable education credit 80
Refundable education credit amount $62,000
Number of returns with income tax 980
Income tax amount [10] $8,015,000
Number of returns with tax liability 980
Total tax liability amount [11] $8,510,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 210
Tax due at time of filing amount [12] $776,000
Number of returns with overpayments refunded 780
Overpayments refunded amount [13] $3,083,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $163,000

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

Number of returns 1,570
Number of single returns 190
Number of joint returns 1,310
Number of head of household returns 70
Number of returns with paid preparer's signature 830
Number of exemptions 4,560
Number of dependents 1,670
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] 250
Number of elderly returns [4] 360
Adjust gross income (AGI) [5] $213,088,000
Number of returns with total income 1,570
Salaries and wages amount $214,803,000
Number of returns with salaries and wages 1,470
Salaries and wages amount $174,517
Number of returns with taxable interest 730
Taxable interest amount $808
Number of returns with ordinary dividends 340
Ordinary dividends amount $1,461,000
Number of returns with qualified dividends 310
Qualified dividends amount [6] $1,100
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $70
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $4,081,000
Number of returns with net capital gain (less loss) 360
Net capital gain (less loss) amount $3,092,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $5,307,000
Number of returns with taxable pensions and annuities 480
Taxable pensions and annuities amount $15,630,000
Number of farm returns 40
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $430,000
Number of returns with taxable Social Security benefits 230
Taxable Social Security benefits amount $5,100,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $2,651,000
Number of returns with total statutory adjustments 560
Total statutory adjustments amount $1,715,000
Number of returns with educator expenses 150
Educator expenses amount $40,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $287,000
Number of returns with IRA payments 60
IRA payments amount $363,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $210,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $71,000
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $240,000
Number of returns with itemized deductions 1,030
Total itemized deductions amount $27,182,000
Amount of AGI for itemized returns $142,776,000
Number of returns with State and local income taxes 60
State and local income taxes amount $384,000
Number of returns with State and local general sales tax 750
State and local general sales tax amount $2,046,000
Number of returns with real estate taxes 850
Real estate taxes amount $5,060,000
Number of returns with taxes paid 900
Taxes paid amount $7,490,000
Number of returns with mortgage interest paid 790
Mortgage interest paid amount $5,602,000
Number of returns with contributions 700
Contributions amount $3,539,000
Number of returns with taxable income 1,570
Taxable income amount $161,144,000
Number of returns with income tax before credits 1,570
Income tax before credits amount $28,138,000
Number of returns with alternative minimum tax 60
Alternative minimum tax amount $138,000
Number of returns with total tax credits 710
Total tax credits amount $1,010,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $46,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $109,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $229,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 410
Child tax credit amount $559,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $42,000
Number of returns with self-employment tax 210
Self-employment tax amount $788,000
Number of returns with total tax payments 1,560
Total tax payments amount $31,929,000
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 150
Refundable education credit amount $139,000
Number of returns with income tax 1,570
Income tax amount [10] $27,128,000
Number of returns with tax liability 1,570
Total tax liability amount [11] $28,231,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 420
Tax due at time of filing amount [12] $2,168,000
Number of returns with overpayments refunded 1,110
Overpayments refunded amount [13] $5,454,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $394,000

Adjusted Gross Income: $200,000 or more

Number of returns 350
Number of single returns 20
Number of joint returns 320
Number of head of household returns 0
Number of returns with paid preparer's signature 260
Number of exemptions 1,010
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] 0
Number of elderly returns [4] 110
Adjust gross income (AGI) [5] $130,174,000
Number of returns with total income 350
Salaries and wages amount $132,919,000
Number of returns with salaries and wages 320
Salaries and wages amount $70,158
Number of returns with taxable interest 250
Taxable interest amount $1,065
Number of returns with ordinary dividends 170
Ordinary dividends amount $2,445,000
Number of returns with qualified dividends 160
Qualified dividends amount [6] $1,785
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 110
Business or professional net income (less loss) amount $7,450,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $12,310,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $2,895,000
Number of returns with taxable pensions and annuities 90
Taxable pensions and annuities amount $3,760,000
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 50
Taxable Social Security benefits amount $1,461,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $22,189,000
Number of returns with total statutory adjustments 140
Total statutory adjustments amount $2,745,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $1,095,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $652,000
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 280
Total itemized deductions amount $10,840,000
Amount of AGI for itemized returns $98,706,000
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 230
State and local general sales tax amount $801,000
Number of returns with real estate taxes 250
Real estate taxes amount $2,487,000
Number of returns with taxes paid 260
Taxes paid amount $3,708,000
Number of returns with mortgage interest paid 200
Mortgage interest paid amount $1,923,000
Number of returns with contributions 230
Contributions amount $2,445,000
Number of returns with taxable income 350
Taxable income amount $115,500,000
Number of returns with income tax before credits 350
Income tax before credits amount $29,932,000
Number of returns with alternative minimum tax 90
Alternative minimum tax amount $378,000
Number of returns with total tax credits 140
Total tax credits amount $535,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $220,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $18,000
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 80
Self-employment tax amount $876,000
Number of returns with total tax payments 350
Total tax payments amount $28,762,000
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 350
Income tax amount [10] $29,396,000
Number of returns with tax liability 350
Total tax liability amount [11] $31,132,000
Number of returns with net investment income tax 160
Net investment income tax $479,000
Number of returns with tax due at time of filing 170
Tax due at time of filing amount [12] $5,469,000
Number of returns with overpayments refunded 130
Overpayments refunded amount [13] $1,408,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $1,627,000

[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.