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ZIP Code Database - Facts & Stats

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ZIP Code 78521 Income Tax Stats

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

ZIP Code 78521 Data

Zip Code:78521
City:Brownsville
State:TX [Texas]
Counties: CAMERON, TX
City Alias(es):Brownsville
Area Code:956
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


78521 Income Tax Overview

Total Number of Tax Returns for ZIP Code 78521 [1] 35,840
Total Number of Single Tax Returns for ZIP Code 78521 10,460
Total Number of Joint Tax Returns for ZIP Code 78521 10,620
Total Number of Dependents for ZIP Code 78521 37,540
Total Adjusted Gross Income for ZIP Code 78521 $1,124,201,000
Average Income per Person for ZIP Code 78521 $11,983
Average Income per Household for ZIP Code 78521 $31,367

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 21,270
Number of single returns 11,180
Number of joint returns 3,740
Number of head of household returns 6,210
Number of returns with paid preparer's signature 12,010
Number of exemptions 43,360
Number of dependents 20,350
Total number of volunteer prepared returns [5] 1,060
Number of volunteer income tax assistance (VITA) prepared returns [3] 1,060
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 510
Number of refund anticipation check returns [3] 5,900
Number of elderly returns [4] 2,920
Adjust gross income (AGI) [5] $288,051,000
Number of returns with total income 21,270
Salaries and wages amount $292,519,000
Number of returns with salaries and wages 17,620
Salaries and wages amount $230,168
Number of returns with taxable interest 590
Taxable interest amount $357
Number of returns with ordinary dividends 130
Ordinary dividends amount $318,000
Number of returns with qualified dividends 110
Qualified dividends amount [6] $179
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) 5,670
Business or professional net income (less loss) amount $47,294,000
Number of returns with net capital gain (less loss) 150
Net capital gain (less loss) amount $304,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $1,040,000
Number of returns with taxable pensions and annuities 1,080
Taxable pensions and annuities amount $7,142,000
Number of farm returns 40
Number of returns with unemployment compensation 1,050
Unemployment compensation amount [7] $3,500,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $278,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $12,000
Number of returns with total statutory adjustments 5,870
Total statutory adjustments amount $4,468,000
Number of returns with educator expenses 130
Educator expenses amount $32,000
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 $103,000
Number of returns with IRA payments 20
IRA payments amount $37,000
Number of returns with student loan interest deduction 510
Student loan interest deduction amount $291,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $167,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 310
Total itemized deductions amount $4,300,000
Amount of AGI for itemized returns $5,539,000
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 200
State and local general sales tax amount $279,000
Number of returns with real estate taxes 100
Real estate taxes amount $337,000
Number of returns with taxes paid 240
Taxes paid amount $702,000
Number of returns with mortgage interest paid 70
Mortgage interest paid amount $302,000
Number of returns with contributions 110
Contributions amount $216,000
Number of returns with taxable income 6,850
Taxable income amount $36,855,000
Number of returns with income tax before credits 7,100
Income tax before credits amount $3,993,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,510
Total tax credits amount $825,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $48,000
Number of returns with nonrefundable education credit 570
Nonrefundable education credit amount $274,000
Number of returns with retirement savings contribution credit 840
Retirement savings contribution credit amount $154,000
Number of returns with child tax credit 1,050
Child tax credit amount $321,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $15,000
Number of returns with self-employment tax 5,210
Self-employment tax amount $7,435,000
Number of returns with total tax payments 20,470
Total tax payments amount $74,604,000
Number of returns with earned income credit 12,720
Earned income credit amount [8] $44,491,000
Number of returns with excess earned income credit 11,740
Excess earned income credit (refundable) amount [9] $37,861,000
Number of returns with additional child tax credit 8,950
Additional child tax credit amount $12,168,000
Number of returns with refundable education credit 1,360
Refundable education credit amount $1,106,000
Number of returns with income tax 5,230
Income tax amount [10] $3,168,000
Number of returns with tax liability 10,560
Total tax liability amount [11] $11,244,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,580
Tax due at time of filing amount [12] $1,310,000
Number of returns with overpayments refunded 19,340
Overpayments refunded amount [13] $64,576,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $38,000

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

Number of returns 9,030
Number of single returns 3,030
Number of joint returns 3,390
Number of head of household returns 2,520
Number of returns with paid preparer's signature 5,200
Number of exemptions 22,960
Number of dependents 10,550
Total number of volunteer prepared returns [5] 300
Number of volunteer income tax assistance (VITA) prepared returns [3] 300
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 140
Number of refund anticipation check returns [3] 2,490
Number of elderly returns [4] 1,110
Adjust gross income (AGI) [5] $316,526,000
Number of returns with total income 9,030
Salaries and wages amount $318,649,000
Number of returns with salaries and wages 8,530
Salaries and wages amount $287,920
Number of returns with taxable interest 530
Taxable interest amount $361
Number of returns with ordinary dividends 150
Ordinary dividends amount $316,000
Number of returns with qualified dividends 130
Qualified dividends amount [6] $206
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $16
Number of returns with business or professional net income (less loss) 1,150
Business or professional net income (less loss) amount $7,982,000
Number of returns with net capital gain (less loss) 130
Net capital gain (less loss) amount $362,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $1,546,000
Number of returns with taxable pensions and annuities 870
Taxable pensions and annuities amount $11,470,000
Number of farm returns 0
Number of returns with unemployment compensation 800
Unemployment compensation amount [7] $4,061,000
Number of returns with taxable Social Security benefits 590
Taxable Social Security benefits amount $2,801,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $508,000
Number of returns with total statutory adjustments 1,910
Total statutory adjustments amount $2,123,000
Number of returns with educator expenses 450
Educator expenses amount $111,000
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 $101,000
Number of returns with IRA payments 50
IRA payments amount $140,000
Number of returns with student loan interest deduction 790
Student loan interest deduction amount $604,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $40,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,100
Total itemized deductions amount $21,123,000
Amount of AGI for itemized returns $41,832,000
Number of returns with State and local income taxes 80
State and local income taxes amount $124,000
Number of returns with State and local general sales tax 700
State and local general sales tax amount $1,174,000
Number of returns with real estate taxes 390
Real estate taxes amount $1,123,000
Number of returns with taxes paid 930
Taxes paid amount $2,783,000
Number of returns with mortgage interest paid 300
Mortgage interest paid amount $1,415,000
Number of returns with contributions 510
Contributions amount $1,073,000
Number of returns with taxable income 8,310
Taxable income amount $128,163,000
Number of returns with income tax before credits 8,340
Income tax before credits amount $15,364,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 4,780
Total tax credits amount $4,022,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $65,000
Number of returns with child and dependent care credit 380
Child and dependent care credit amount $238,000
Number of returns with nonrefundable education credit 780
Nonrefundable education credit amount $708,000
Number of returns with retirement savings contribution credit 1,580
Retirement savings contribution credit amount $315,000
Number of returns with child tax credit 3,040
Child tax credit amount $2,587,000
Number of returns with residential energy tax credit 120
Residential energy tax credit amount $100,000
Number of returns with self-employment tax 800
Self-employment tax amount $1,779,000
Number of returns with total tax payments 8,900
Total tax payments amount $43,932,000
Number of returns with earned income credit 4,130
Earned income credit amount [8] $10,667,000
Number of returns with excess earned income credit 3,530
Excess earned income credit (refundable) amount [9] $8,821,000
Number of returns with additional child tax credit 3,030
Additional child tax credit amount $4,704,000
Number of returns with refundable education credit 690
Refundable education credit amount $585,000
Number of returns with income tax 5,660
Income tax amount [10] $11,343,000
Number of returns with tax liability 6,590
Total tax liability amount [11] $14,403,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 900
Tax due at time of filing amount [12] $1,619,000
Number of returns with overpayments refunded 8,110
Overpayments refunded amount [13] $31,030,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 3,080
Number of single returns 830
Number of joint returns 1,650
Number of head of household returns 550
Number of returns with paid preparer's signature 1,860
Number of exemptions 8,340
Number of dependents 3,610
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 750
Number of elderly returns [4] 460
Adjust gross income (AGI) [5] $185,720,000
Number of returns with total income 3,080
Salaries and wages amount $186,869,000
Number of returns with salaries and wages 2,880
Salaries and wages amount $162,333
Number of returns with taxable interest 370
Taxable interest amount $194
Number of returns with ordinary dividends 110
Ordinary dividends amount $365,000
Number of returns with qualified dividends 90
Qualified dividends amount [6] $280
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $33
Number of returns with business or professional net income (less loss) 420
Business or professional net income (less loss) amount $3,271,000
Number of returns with net capital gain (less loss) 110
Net capital gain (less loss) amount $461,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $1,277,000
Number of returns with taxable pensions and annuities 490
Taxable pensions and annuities amount $11,131,000
Number of farm returns 20
Number of returns with unemployment compensation 430
Unemployment compensation amount [7] $2,260,000
Number of returns with taxable Social Security benefits 290
Taxable Social Security benefits amount $3,539,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $1,156,000
Number of returns with total statutory adjustments 910
Total statutory adjustments amount $1,149,000
Number of returns with educator expenses 360
Educator expenses amount $94,000
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 $151,000
Number of returns with IRA payments 30
IRA payments amount $115,000
Number of returns with student loan interest deduction 380
Student loan interest deduction amount $344,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $54,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,010
Total itemized deductions amount $23,899,000
Amount of AGI for itemized returns $61,465,000
Number of returns with State and local income taxes 110
State and local income taxes amount $223,000
Number of returns with State and local general sales tax 660
State and local general sales tax amount $1,359,000
Number of returns with real estate taxes 490
Real estate taxes amount $1,291,000
Number of returns with taxes paid 910
Taxes paid amount $3,296,000
Number of returns with mortgage interest paid 410
Mortgage interest paid amount $1,645,000
Number of returns with contributions 530
Contributions amount $1,431,000
Number of returns with taxable income 3,060
Taxable income amount $106,058,000
Number of returns with income tax before credits 3,050
Income tax before credits amount $14,341,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $22,000
Number of returns with total tax credits 1,630
Total tax credits amount $2,766,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $68,000
Number of returns with child and dependent care credit 180
Child and dependent care credit amount $114,000
Number of returns with nonrefundable education credit 370
Nonrefundable education credit amount $490,000
Number of returns with retirement savings contribution credit 230
Retirement savings contribution credit amount $36,000
Number of returns with child tax credit 1,270
Child tax credit amount $1,947,000
Number of returns with residential energy tax credit 90
Residential energy tax credit amount $83,000
Number of returns with self-employment tax 290
Self-employment tax amount $732,000
Number of returns with total tax payments 3,040
Total tax payments amount $21,046,000
Number of returns with earned income credit 70
Earned income credit amount [8] $25,000
Number of returns with excess earned income credit 40
Excess earned income credit (refundable) amount [9] $13,000
Number of returns with additional child tax credit 350
Additional child tax credit amount $414,000
Number of returns with refundable education credit 310
Refundable education credit amount $287,000
Number of returns with income tax 2,700
Income tax amount [10] $11,575,000
Number of returns with tax liability 2,820
Total tax liability amount [11] $12,987,000
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] $1,289,000
Number of returns with overpayments refunded 2,560
Overpayments refunded amount [13] $9,231,000
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: $75,000 under $100,000

Number of returns 1,200
Number of single returns 230
Number of joint returns 830
Number of head of household returns 120
Number of returns with paid preparer's signature 760
Number of exemptions 3,520
Number of dependents 1,490
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] 240
Adjust gross income (AGI) [5] $103,232,000
Number of returns with total income 1,200
Salaries and wages amount $103,792,000
Number of returns with salaries and wages 1,090
Salaries and wages amount $84,814
Number of returns with taxable interest 240
Taxable interest amount $524
Number of returns with ordinary dividends 80
Ordinary dividends amount $264,000
Number of returns with qualified dividends 70
Qualified dividends amount [6] $163
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) 180
Business or professional net income (less loss) amount $1,793,000
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $517,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $1,542,000
Number of returns with taxable pensions and annuities 250
Taxable pensions and annuities amount $8,522,000
Number of farm returns 0
Number of returns with unemployment compensation 180
Unemployment compensation amount [7] $910,000
Number of returns with taxable Social Security benefits 160
Taxable Social Security benefits amount $2,826,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $597,000
Number of returns with total statutory adjustments 370
Total statutory adjustments amount $560,000
Number of returns with educator expenses 150
Educator expenses amount $44,000
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 150
Student loan interest deduction amount $161,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 430
Total itemized deductions amount $11,198,000
Amount of AGI for itemized returns $36,900,000
Number of returns with State and local income taxes 60
State and local income taxes amount $224,000
Number of returns with State and local general sales tax 290
State and local general sales tax amount $676,000
Number of returns with real estate taxes 250
Real estate taxes amount $1,007,000
Number of returns with taxes paid 410
Taxes paid amount $2,108,000
Number of returns with mortgage interest paid 220
Mortgage interest paid amount $1,056,000
Number of returns with contributions 260
Contributions amount $905,000
Number of returns with taxable income 1,190
Taxable income amount $69,036,000
Number of returns with income tax before credits 1,190
Income tax before credits amount $10,217,000
Number of returns with alternative minimum tax 50
Alternative minimum tax amount $44,000
Number of returns with total tax credits 650
Total tax credits amount $1,461,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $174,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $60,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $223,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 520
Child tax credit amount $915,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $43,000
Number of returns with self-employment tax 130
Self-employment tax amount $339,000
Number of returns with total tax payments 1,170
Total tax payments amount $12,451,000
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 $47,000
Number of returns with refundable education credit 120
Refundable education credit amount $127,000
Number of returns with income tax 1,160
Income tax amount [10] $8,756,000
Number of returns with tax liability 1,170
Total tax liability amount [11] $9,413,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 270
Tax due at time of filing amount [12] $943,000
Number of returns with overpayments refunded 920
Overpayments refunded amount [13] $3,878,000
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 1,030
Number of single returns 140
Number of joint returns 820
Number of head of household returns 70
Number of returns with paid preparer's signature 680
Number of exemptions 3,140
Number of dependents 1,290
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] 140
Number of elderly returns [4] 250
Adjust gross income (AGI) [5] $134,400,000
Number of returns with total income 1,030
Salaries and wages amount $135,764,000
Number of returns with salaries and wages 940
Salaries and wages amount $103,979
Number of returns with taxable interest 390
Taxable interest amount $1,235
Number of returns with ordinary dividends 180
Ordinary dividends amount $1,224,000
Number of returns with qualified dividends 160
Qualified dividends amount [6] $909
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $96
Number of returns with business or professional net income (less loss) 200
Business or professional net income (less loss) amount $3,074,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $1,788,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $3,011,000
Number of returns with taxable pensions and annuities 260
Taxable pensions and annuities amount $10,783,000
Number of farm returns 20
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $273,000
Number of returns with taxable Social Security benefits 160
Taxable Social Security benefits amount $3,274,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $4,125,000
Number of returns with total statutory adjustments 420
Total statutory adjustments amount $1,364,000
Number of returns with educator expenses 170
Educator expenses amount $53,000
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 $216,000
Number of returns with IRA payments 40
IRA payments amount $310,000
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $146,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $60,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 480
Total itemized deductions amount $12,723,000
Amount of AGI for itemized returns $62,756,000
Number of returns with State and local income taxes 70
State and local income taxes amount $494,000
Number of returns with State and local general sales tax 360
State and local general sales tax amount $858,000
Number of returns with real estate taxes 380
Real estate taxes amount $1,751,000
Number of returns with taxes paid 470
Taxes paid amount $3,312,000
Number of returns with mortgage interest paid 310
Mortgage interest paid amount $1,916,000
Number of returns with contributions 360
Contributions amount $1,694,000
Number of returns with taxable income 1,030
Taxable income amount $102,433,000
Number of returns with income tax before credits 1,030
Income tax before credits amount $17,898,000
Number of returns with alternative minimum tax 70
Alternative minimum tax amount $115,000
Number of returns with total tax credits 540
Total tax credits amount $1,470,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $622,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $59,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $238,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 310
Child tax credit amount $446,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $45,000
Number of returns with self-employment tax 150
Self-employment tax amount $770,000
Number of returns with total tax payments 1,010
Total tax payments amount $19,048,000
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 $151,000
Number of returns with income tax 1,020
Income tax amount [10] $16,428,000
Number of returns with tax liability 1,020
Total tax liability amount [11] $17,524,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 350
Tax due at time of filing amount [12] $2,190,000
Number of returns with overpayments refunded 650
Overpayments refunded amount [13] $3,289,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $379,000

Adjusted Gross Income: $200,000 or more

Number of returns 230
Number of single returns 30
Number of joint returns 190
Number of head of household returns 0
Number of returns with paid preparer's signature 190
Number of exemptions 660
Number of dependents 250
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] 90
Adjust gross income (AGI) [5] $96,272,000
Number of returns with total income 230
Salaries and wages amount $97,192,000
Number of returns with salaries and wages 190
Salaries and wages amount $47,052
Number of returns with taxable interest 160
Taxable interest amount $2,669
Number of returns with ordinary dividends 110
Ordinary dividends amount $3,151,000
Number of returns with qualified dividends 100
Qualified dividends amount [6] $2,358
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) 60
Business or professional net income (less loss) amount $3,813,000
Number of returns with net capital gain (less loss) 110
Net capital gain (less loss) amount $6,701,000
Number of returns with taxable individual retirement arrangements distributions 30
Taxable individual retirement arrangements distributions amount $2,096,000
Number of returns with taxable pensions and annuities 50
Taxable pensions and annuities amount $3,311,000
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 50
Taxable Social Security benefits amount $1,266,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $21,219,000
Number of returns with total statutory adjustments 90
Total statutory adjustments amount $920,000
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 $263,000
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 140
Total itemized deductions amount $4,730,000
Amount of AGI for itemized returns $58,371,000
Number of returns with State and local income taxes 30
State and local income taxes amount $524,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $337,000
Number of returns with real estate taxes 130
Real estate taxes amount $1,376,000
Number of returns with taxes paid 140
Taxes paid amount $2,257,000
Number of returns with mortgage interest paid 100
Mortgage interest paid amount $1,056,000
Number of returns with contributions 110
Contributions amount $1,046,000
Number of returns with taxable income 230
Taxable income amount $88,684,000
Number of returns with income tax before credits 230
Income tax before credits amount $24,762,000
Number of returns with alternative minimum tax 80
Alternative minimum tax amount $413,000
Number of returns with total tax credits 90
Total tax credits amount $1,237,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $1,151,000
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 60
Self-employment tax amount $457,000
Number of returns with total tax payments 220
Total tax payments amount $23,919,000
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 230
Income tax amount [10] $22,906,000
Number of returns with tax liability 230
Total tax liability amount [11] $23,982,000
Number of returns with net investment income tax 130
Net investment income tax $357,000
Number of returns with tax due at time of filing 140
Tax due at time of filing amount [12] $3,479,000
Number of returns with overpayments refunded 60
Overpayments refunded amount [13] $1,756,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $1,596,000

[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.