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ZIP Code Database - Facts & Stats

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ZIP Code 78501 Income Tax Stats

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

ZIP Code 78501 Data

Zip Code:78501
City:Mcallen
State:TX [Texas]
Counties: HIDALGO, TX
City Alias(es):Mcallen
Area Code:956
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


78501 Income Tax Overview

Total Number of Tax Returns for ZIP Code 78501 [1] 23,680
Total Number of Single Tax Returns for ZIP Code 78501 6,570
Total Number of Joint Tax Returns for ZIP Code 78501 6,810
Total Number of Dependents for ZIP Code 78501 20,070
Total Adjusted Gross Income for ZIP Code 78501 $980,870,000
Average Income per Person for ZIP Code 78501 $16,022
Average Income per Household for ZIP Code 78501 $41,422

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 12,640
Number of single returns 7,350
Number of joint returns 1,940
Number of head of household returns 3,290
Number of returns with paid preparer's signature 7,320
Number of exemptions 22,830
Number of dependents 9,630
Total number of volunteer prepared returns [5] 440
Number of volunteer income tax assistance (VITA) prepared returns [3] 380
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 170
Number of refund anticipation check returns [3] 2,940
Number of elderly returns [4] 1,980
Adjust gross income (AGI) [5] $162,340,000
Number of returns with total income 12,640
Salaries and wages amount $165,210,000
Number of returns with salaries and wages 10,020
Salaries and wages amount $127,558
Number of returns with taxable interest 580
Taxable interest amount $613
Number of returns with ordinary dividends 220
Ordinary dividends amount $417,000
Number of returns with qualified dividends 210
Qualified dividends amount [6] $289
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) 3,510
Business or professional net income (less loss) amount $25,308,000
Number of returns with net capital gain (less loss) 240
Net capital gain (less loss) amount $406,000
Number of returns with taxable individual retirement arrangements distributions 250
Taxable individual retirement arrangements distributions amount $1,631,000
Number of returns with taxable pensions and annuities 710
Taxable pensions and annuities amount $5,889,000
Number of farm returns 30
Number of returns with unemployment compensation 360
Unemployment compensation amount [7] $1,344,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $266,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $710,000
Number of returns with total statutory adjustments 3,370
Total statutory adjustments amount $2,870,000
Number of returns with educator expenses 80
Educator expenses amount $19,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $233,000
Number of returns with IRA payments 30
IRA payments amount $86,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $156,000
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 370
Total itemized deductions amount $5,160,000
Amount of AGI for itemized returns $6,104,000
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 $231,000
Number of returns with real estate taxes 150
Real estate taxes amount $475,000
Number of returns with taxes paid 300
Taxes paid amount $823,000
Number of returns with mortgage interest paid 100
Mortgage interest paid amount $527,000
Number of returns with contributions 180
Contributions amount $390,000
Number of returns with taxable income 4,320
Taxable income amount $23,167,000
Number of returns with income tax before credits 4,440
Income tax before credits amount $2,513,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,380
Total tax credits amount $458,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $6,000
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 350
Nonrefundable education credit amount $182,000
Number of returns with retirement savings contribution credit 460
Retirement savings contribution credit amount $78,000
Number of returns with child tax credit 450
Child tax credit amount $135,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $30,000
Number of returns with self-employment tax 3,030
Self-employment tax amount $4,218,000
Number of returns with total tax payments 11,830
Total tax payments amount $36,032,000
Number of returns with earned income credit 6,610
Earned income credit amount [8] $20,282,000
Number of returns with excess earned income credit 5,850
Excess earned income credit (refundable) amount [9] $16,794,000
Number of returns with additional child tax credit 4,240
Additional child tax credit amount $5,738,000
Number of returns with refundable education credit 750
Refundable education credit amount $616,000
Number of returns with income tax 3,490
Income tax amount [10] $2,054,000
Number of returns with tax liability 6,470
Total tax liability amount [11] $6,624,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,160
Tax due at time of filing amount [12] $957,000
Number of returns with overpayments refunded 11,040
Overpayments refunded amount [13] $30,283,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $46,000

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

Number of returns 5,670
Number of single returns 2,320
Number of joint returns 1,730
Number of head of household returns 1,540
Number of returns with paid preparer's signature 3,190
Number of exemptions 12,640
Number of dependents 5,260
Total number of volunteer prepared returns [5] 150
Number of volunteer income tax assistance (VITA) prepared returns [3] 120
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 40
Number of refund anticipation check returns [3] 1,420
Number of elderly returns [4] 910
Adjust gross income (AGI) [5] $202,558,000
Number of returns with total income 5,670
Salaries and wages amount $204,537,000
Number of returns with salaries and wages 5,070
Salaries and wages amount $175,010
Number of returns with taxable interest 580
Taxable interest amount $657
Number of returns with ordinary dividends 220
Ordinary dividends amount $822,000
Number of returns with qualified dividends 200
Qualified dividends amount [6] $510
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $21
Number of returns with business or professional net income (less loss) 1,000
Business or professional net income (less loss) amount $6,089,000
Number of returns with net capital gain (less loss) 240
Net capital gain (less loss) amount $844,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $1,917,000
Number of returns with taxable pensions and annuities 700
Taxable pensions and annuities amount $13,090,000
Number of farm returns 30
Number of returns with unemployment compensation 320
Unemployment compensation amount [7] $1,814,000
Number of returns with taxable Social Security benefits 530
Taxable Social Security benefits amount $2,884,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $802,000
Number of returns with total statutory adjustments 1,300
Total statutory adjustments amount $1,979,000
Number of returns with educator expenses 290
Educator expenses amount $72,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $255,000
Number of returns with IRA payments 60
IRA payments amount $276,000
Number of returns with student loan interest deduction 420
Student loan interest deduction amount $336,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $58,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,120
Total itemized deductions amount $19,721,000
Amount of AGI for itemized returns $42,716,000
Number of returns with State and local income taxes 40
State and local income taxes amount $66,000
Number of returns with State and local general sales tax 880
State and local general sales tax amount $1,136,000
Number of returns with real estate taxes 500
Real estate taxes amount $1,541,000
Number of returns with taxes paid 1,020
Taxes paid amount $3,067,000
Number of returns with mortgage interest paid 410
Mortgage interest paid amount $1,943,000
Number of returns with contributions 690
Contributions amount $1,736,000
Number of returns with taxable income 5,310
Taxable income amount $90,601,000
Number of returns with income tax before credits 5,300
Income tax before credits amount $10,967,000
Number of returns with alternative minimum tax 20
Alternative minimum tax amount $12,000
Number of returns with total tax credits 2,620
Total tax credits amount $2,265,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $44,000
Number of returns with child and dependent care credit 280
Child and dependent care credit amount $165,000
Number of returns with nonrefundable education credit 480
Nonrefundable education credit amount $465,000
Number of returns with retirement savings contribution credit 810
Retirement savings contribution credit amount $151,000
Number of returns with child tax credit 1,520
Child tax credit amount $1,296,000
Number of returns with residential energy tax credit 150
Residential energy tax credit amount $134,000
Number of returns with self-employment tax 600
Self-employment tax amount $1,473,000
Number of returns with total tax payments 5,530
Total tax payments amount $25,722,000
Number of returns with earned income credit 1,900
Earned income credit amount [8] $4,668,000
Number of returns with excess earned income credit 1,620
Excess earned income credit (refundable) amount [9] $3,778,000
Number of returns with additional child tax credit 1,470
Additional child tax credit amount $2,222,000
Number of returns with refundable education credit 370
Refundable education credit amount $313,000
Number of returns with income tax 3,940
Income tax amount [10] $8,702,000
Number of returns with tax liability 4,440
Total tax liability amount [11] $10,755,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 750
Tax due at time of filing amount [12] $1,331,000
Number of returns with overpayments refunded 4,860
Overpayments refunded amount [13] $16,135,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $102,000

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

Number of returns 2,470
Number of single returns 930
Number of joint returns 1,050
Number of head of household returns 470
Number of returns with paid preparer's signature 1,450
Number of exemptions 5,680
Number of dependents 2,160
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 540
Number of elderly returns [4] 510
Adjust gross income (AGI) [5] $150,773,000
Number of returns with total income 2,470
Salaries and wages amount $152,122,000
Number of returns with salaries and wages 2,220
Salaries and wages amount $126,984
Number of returns with taxable interest 420
Taxable interest amount $589
Number of returns with ordinary dividends 200
Ordinary dividends amount $735,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $416
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 $2,520,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $870,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $1,939,000
Number of returns with taxable pensions and annuities 390
Taxable pensions and annuities amount $10,678,000
Number of farm returns 30
Number of returns with unemployment compensation 150
Unemployment compensation amount [7] $892,000
Number of returns with taxable Social Security benefits 330
Taxable Social Security benefits amount $4,049,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $1,593,000
Number of returns with total statutory adjustments 800
Total statutory adjustments amount $1,349,000
Number of returns with educator expenses 280
Educator expenses amount $72,000
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 $177,000
Number of returns with IRA payments 40
IRA payments amount $157,000
Number of returns with student loan interest deduction 280
Student loan interest deduction amount $288,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $71,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 930
Total itemized deductions amount $18,896,000
Amount of AGI for itemized returns $57,455,000
Number of returns with State and local income taxes 40
State and local income taxes amount $106,000
Number of returns with State and local general sales tax 740
State and local general sales tax amount $1,234,000
Number of returns with real estate taxes 540
Real estate taxes amount $1,789,000
Number of returns with taxes paid 880
Taxes paid amount $3,523,000
Number of returns with mortgage interest paid 450
Mortgage interest paid amount $2,039,000
Number of returns with contributions 650
Contributions amount $1,959,000
Number of returns with taxable income 2,460
Taxable income amount $93,381,000
Number of returns with income tax before credits 2,450
Income tax before credits amount $13,088,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,120
Total tax credits amount $1,830,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $125,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $78,000
Number of returns with nonrefundable education credit 260
Nonrefundable education credit amount $353,000
Number of returns with retirement savings contribution credit 150
Retirement savings contribution credit amount $23,000
Number of returns with child tax credit 740
Child tax credit amount $1,082,000
Number of returns with residential energy tax credit 120
Residential energy tax credit amount $156,000
Number of returns with self-employment tax 270
Self-employment tax amount $694,000
Number of returns with total tax payments 2,420
Total tax payments amount $17,589,000
Number of returns with earned income credit 30
Earned income credit amount [8] $11,000
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 170
Additional child tax credit amount $227,000
Number of returns with refundable education credit 210
Refundable education credit amount $200,000
Number of returns with income tax 2,270
Income tax amount [10] $11,259,000
Number of returns with tax liability 2,340
Total tax liability amount [11] $12,352,000
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] $1,481,000
Number of returns with overpayments refunded 1,930
Overpayments refunded amount [13] $6,483,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $254,000

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

Number of returns 1,230
Number of single returns 300
Number of joint returns 780
Number of head of household returns 130
Number of returns with paid preparer's signature 800
Number of exemptions 3,200
Number of dependents 1,190
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] 230
Number of elderly returns [4] 320
Adjust gross income (AGI) [5] $106,006,000
Number of returns with total income 1,230
Salaries and wages amount $107,051,000
Number of returns with salaries and wages 1,090
Salaries and wages amount $84,894
Number of returns with taxable interest 310
Taxable interest amount $468
Number of returns with ordinary dividends 160
Ordinary dividends amount $663,000
Number of returns with qualified dividends 150
Qualified dividends amount [6] $447
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $25
Number of returns with business or professional net income (less loss) 260
Business or professional net income (less loss) amount $2,226,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $1,211,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $2,079,000
Number of returns with taxable pensions and annuities 280
Taxable pensions and annuities amount $9,623,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $483,000
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $3,657,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $1,435,000
Number of returns with total statutory adjustments 410
Total statutory adjustments amount $1,045,000
Number of returns with educator expenses 130
Educator expenses amount $41,000
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 $182,000
Number of returns with IRA payments 30
IRA payments amount $143,000
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $150,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $214,000
Number of returns with itemized deductions 530
Total itemized deductions amount $12,853,000
Amount of AGI for itemized returns $45,915,000
Number of returns with State and local income taxes 30
State and local income taxes amount $75,000
Number of returns with State and local general sales tax 460
State and local general sales tax amount $913,000
Number of returns with real estate taxes 350
Real estate taxes amount $1,336,000
Number of returns with taxes paid 520
Taxes paid amount $2,586,000
Number of returns with mortgage interest paid 300
Mortgage interest paid amount $1,607,000
Number of returns with contributions 370
Contributions amount $1,430,000
Number of returns with taxable income 1,230
Taxable income amount $72,285,000
Number of returns with income tax before credits 1,220
Income tax before credits amount $10,912,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $69,000
Number of returns with total tax credits 610
Total tax credits amount $1,232,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $148,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $54,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $242,000
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 $672,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $101,000
Number of returns with self-employment tax 170
Self-employment tax amount $554,000
Number of returns with total tax payments 1,200
Total tax payments amount $13,199,000
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 $34,000
Number of returns with refundable education credit 140
Refundable education credit amount $139,000
Number of returns with income tax 1,200
Income tax amount [10] $9,680,000
Number of returns with tax liability 1,210
Total tax liability amount [11] $10,456,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 300
Tax due at time of filing amount [12] $1,144,000
Number of returns with overpayments refunded 910
Overpayments refunded amount [13] $3,764,000
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 1,290
Number of single returns 190
Number of joint returns 1,010
Number of head of household returns 90
Number of returns with paid preparer's signature 840
Number of exemptions 3,780
Number of dependents 1,480
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 180
Number of elderly returns [4] 330
Adjust gross income (AGI) [5] $169,085,000
Number of returns with total income 1,290
Salaries and wages amount $171,292,000
Number of returns with salaries and wages 1,140
Salaries and wages amount $128,510
Number of returns with taxable interest 490
Taxable interest amount $1,607
Number of returns with ordinary dividends 290
Ordinary dividends amount $1,651,000
Number of returns with qualified dividends 260
Qualified dividends amount [6] $1,175
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) 300
Business or professional net income (less loss) amount $6,684,000
Number of returns with net capital gain (less loss) 290
Net capital gain (less loss) amount $2,888,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $3,877,000
Number of returns with taxable pensions and annuities 320
Taxable pensions and annuities amount $12,851,000
Number of farm returns 40
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $206,000
Number of returns with taxable Social Security benefits 230
Taxable Social Security benefits amount $4,627,000
Number of returns with partnership/S-corp net income (less loss) 180
Partnership/S-corp net income (less loss) amount $5,954,000
Number of returns with total statutory adjustments 540
Total statutory adjustments amount $2,207,000
Number of returns with educator expenses 210
Educator expenses amount $64,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $800,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $476,000
Number of returns with IRA payments 40
IRA payments amount $253,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $214,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $67,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 660
Total itemized deductions amount $17,741,000
Amount of AGI for itemized returns $88,543,000
Number of returns with State and local income taxes 50
State and local income taxes amount $307,000
Number of returns with State and local general sales tax 570
State and local general sales tax amount $1,366,000
Number of returns with real estate taxes 560
Real estate taxes amount $2,794,000
Number of returns with taxes paid 660
Taxes paid amount $4,717,000
Number of returns with mortgage interest paid 510
Mortgage interest paid amount $3,280,000
Number of returns with contributions 540
Contributions amount $2,853,000
Number of returns with taxable income 1,290
Taxable income amount $128,402,000
Number of returns with income tax before credits 1,290
Income tax before credits amount $22,296,000
Number of returns with alternative minimum tax 70
Alternative minimum tax amount $117,000
Number of returns with total tax credits 610
Total tax credits amount $1,563,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $639,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $108,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $260,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 330
Child tax credit amount $475,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $67,000
Number of returns with self-employment tax 220
Self-employment tax amount $1,280,000
Number of returns with total tax payments 1,260
Total tax payments amount $23,896,000
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 $156,000
Number of returns with income tax 1,270
Income tax amount [10] $20,733,000
Number of returns with tax liability 1,280
Total tax liability amount [11] $22,275,000
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] $2,865,000
Number of returns with overpayments refunded 820
Overpayments refunded amount [13] $3,941,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $496,000

Adjusted Gross Income: $200,000 or more

Number of returns 380
Number of single returns 60
Number of joint returns 300
Number of head of household returns 0
Number of returns with paid preparer's signature 330
Number of exemptions 1,030
Number of dependents 350
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 0
Number of elderly returns [4] 140
Adjust gross income (AGI) [5] $190,108,000
Number of returns with total income 380
Salaries and wages amount $192,629,000
Number of returns with salaries and wages 300
Salaries and wages amount $66,510
Number of returns with taxable interest 270
Taxable interest amount $5,246
Number of returns with ordinary dividends 190
Ordinary dividends amount $4,785,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $3,639
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) 140
Business or professional net income (less loss) amount $13,720,000
Number of returns with net capital gain (less loss) 220
Net capital gain (less loss) amount $19,091,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $2,854,000
Number of returns with taxable pensions and annuities 70
Taxable pensions and annuities amount $5,970,000
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 80
Taxable Social Security benefits amount $2,181,000
Number of returns with partnership/S-corp net income (less loss) 230
Partnership/S-corp net income (less loss) amount $47,244,000
Number of returns with total statutory adjustments 200
Total statutory adjustments amount $2,521,000
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 60
Self-employment health insurance deduction amount $653,000
Number of returns with IRA payments 20
IRA payments amount $196,000
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 240
Total itemized deductions amount $13,238,000
Amount of AGI for itemized returns $106,835,000
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 220
State and local general sales tax amount $684,000
Number of returns with real estate taxes 210
Real estate taxes amount $2,470,000
Number of returns with taxes paid 230
Taxes paid amount $3,579,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $1,709,000
Number of returns with contributions 200
Contributions amount $4,245,000
Number of returns with taxable income 380
Taxable income amount $173,177,000
Number of returns with income tax before credits 380
Income tax before credits amount $47,855,000
Number of returns with alternative minimum tax 120
Alternative minimum tax amount $635,000
Number of returns with total tax credits 170
Total tax credits amount $3,817,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $3,622,000
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 170
Self-employment tax amount $1,476,000
Number of returns with total tax payments 360
Total tax payments amount $47,623,000
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 370
Income tax amount [10] $44,038,000
Number of returns with tax liability 380
Total tax liability amount [11] $46,979,000
Number of returns with net investment income tax 220
Net investment income tax $1,020,000
Number of returns with tax due at time of filing 210
Tax due at time of filing amount [12] $7,997,000
Number of returns with overpayments refunded 100
Overpayments refunded amount [13] $3,000,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $5,493,000

[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.