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ZIP Code Database - Facts & Stats

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ZIP Code 78589 Income Tax Stats

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

ZIP Code 78589 Data

Zip Code:78589
City:San Juan
State:TX [Texas]
Counties: HIDALGO, TX
City Alias(es):San Juan
Area Code:956
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


78589 Income Tax Overview

Total Number of Tax Returns for ZIP Code 78589 [1] 16,780
Total Number of Single Tax Returns for ZIP Code 78589 4,810
Total Number of Joint Tax Returns for ZIP Code 78589 4,860
Total Number of Dependents for ZIP Code 78589 18,670
Total Adjusted Gross Income for ZIP Code 78589 $557,035,000
Average Income per Person for ZIP Code 78589 $14,657
Average Income per Household for ZIP Code 78589 $33,196

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 9,080
Number of single returns 4,990
Number of joint returns 1,420
Number of head of household returns 2,630
Number of returns with paid preparer's signature 5,200
Number of exemptions 18,390
Number of dependents 8,880
Total number of volunteer prepared returns [5] 130
Number of volunteer income tax assistance (VITA) prepared returns [3] 130
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 60
Number of refund anticipation check returns [3] 2,430
Number of elderly returns [4] 1,080
Adjust gross income (AGI) [5] $124,329,000
Number of returns with total income 9,080
Salaries and wages amount $126,423,000
Number of returns with salaries and wages 7,470
Salaries and wages amount $98,647
Number of returns with taxable interest 230
Taxable interest amount $155
Number of returns with ordinary dividends 50
Ordinary dividends amount $97,000
Number of returns with qualified dividends 40
Qualified dividends amount [6] $44
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) 2,730
Business or professional net income (less loss) amount $21,852,000
Number of returns with net capital gain (less loss) 50
Net capital gain (less loss) amount $96,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $326,000
Number of returns with taxable pensions and annuities 420
Taxable pensions and annuities amount $3,172,000
Number of farm returns 0
Number of returns with unemployment compensation 400
Unemployment compensation amount [7] $1,568,000
Number of returns with taxable Social Security benefits 70
Taxable Social Security benefits amount $106,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $62,000
Number of returns with total statutory adjustments 2,630
Total statutory adjustments amount $2,094,000
Number of returns with educator expenses 70
Educator expenses amount $16,000
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 $73,000
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 $81,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $68,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 290
Total itemized deductions amount $3,853,000
Amount of AGI for itemized returns $5,042,000
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 $207,000
Number of returns with real estate taxes 100
Real estate taxes amount $320,000
Number of returns with taxes paid 250
Taxes paid amount $588,000
Number of returns with mortgage interest paid 70
Mortgage interest paid amount $267,000
Number of returns with contributions 130
Contributions amount $252,000
Number of returns with taxable income 2,990
Taxable income amount $15,393,000
Number of returns with income tax before credits 3,110
Income tax before credits amount $1,667,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,150
Total tax credits amount $384,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $34,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $21,000
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $122,000
Number of returns with retirement savings contribution credit 320
Retirement savings contribution credit amount $59,000
Number of returns with child tax credit 530
Child tax credit amount $159,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $21,000
Number of returns with self-employment tax 2,400
Self-employment tax amount $3,453,000
Number of returns with total tax payments 8,740
Total tax payments amount $31,312,000
Number of returns with earned income credit 5,250
Earned income credit amount [8] $18,728,000
Number of returns with excess earned income credit 4,850
Excess earned income credit (refundable) amount [9] $15,519,000
Number of returns with additional child tax credit 3,980
Additional child tax credit amount $5,502,000
Number of returns with refundable education credit 530
Refundable education credit amount $451,000
Number of returns with income tax 2,240
Income tax amount [10] $1,283,000
Number of returns with tax liability 4,700
Total tax liability amount [11] $5,011,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 590
Tax due at time of filing amount [12] $476,000
Number of returns with overpayments refunded 8,330
Overpayments refunded amount [13] $26,742,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 4,360
Number of single returns 1,500
Number of joint returns 1,430
Number of head of household returns 1,400
Number of returns with paid preparer's signature 2,510
Number of exemptions 11,020
Number of dependents 5,250
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 1,250
Number of elderly returns [4] 460
Adjust gross income (AGI) [5] $154,775,000
Number of returns with total income 4,360
Salaries and wages amount $155,855,000
Number of returns with salaries and wages 4,150
Salaries and wages amount $144,503
Number of returns with taxable interest 210
Taxable interest amount $110
Number of returns with ordinary dividends 50
Ordinary dividends amount $30,000
Number of returns with qualified dividends 40
Qualified dividends amount [6] $23
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) 680
Business or professional net income (less loss) amount $1,102,000
Number of returns with net capital gain (less loss) 60
Net capital gain (less loss) amount $133,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $752,000
Number of returns with taxable pensions and annuities 390
Taxable pensions and annuities amount $5,184,000
Number of farm returns 60
Number of returns with unemployment compensation 460
Unemployment compensation amount [7] $2,584,000
Number of returns with taxable Social Security benefits 270
Taxable Social Security benefits amount $1,207,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $282,000
Number of returns with total statutory adjustments 810
Total statutory adjustments amount $1,080,000
Number of returns with educator expenses 220
Educator expenses amount $56,000
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 40
IRA payments amount $104,000
Number of returns with student loan interest deduction 260
Student loan interest deduction amount $209,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $70,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,040
Total itemized deductions amount $19,755,000
Amount of AGI for itemized returns $40,265,000
Number of returns with State and local income taxes 60
State and local income taxes amount $63,000
Number of returns with State and local general sales tax 790
State and local general sales tax amount $1,159,000
Number of returns with real estate taxes 480
Real estate taxes amount $1,457,000
Number of returns with taxes paid 950
Taxes paid amount $3,103,000
Number of returns with mortgage interest paid 370
Mortgage interest paid amount $1,708,000
Number of returns with contributions 550
Contributions amount $1,344,000
Number of returns with taxable income 3,970
Taxable income amount $59,758,000
Number of returns with income tax before credits 3,990
Income tax before credits amount $7,156,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,360
Total tax credits amount $2,073,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 260
Child and dependent care credit amount $154,000
Number of returns with nonrefundable education credit 380
Nonrefundable education credit amount $345,000
Number of returns with retirement savings contribution credit 650
Retirement savings contribution credit amount $123,000
Number of returns with child tax credit 1,530
Child tax credit amount $1,306,000
Number of returns with residential energy tax credit 160
Residential energy tax credit amount $140,000
Number of returns with self-employment tax 350
Self-employment tax amount $755,000
Number of returns with total tax payments 4,320
Total tax payments amount $20,502,000
Number of returns with earned income credit 1,940
Earned income credit amount [8] $4,686,000
Number of returns with excess earned income credit 1,650
Excess earned income credit (refundable) amount [9] $3,907,000
Number of returns with additional child tax credit 1,560
Additional child tax credit amount $2,426,000
Number of returns with refundable education credit 340
Refundable education credit amount $285,000
Number of returns with income tax 2,610
Income tax amount [10] $5,083,000
Number of returns with tax liability 3,040
Total tax liability amount [11] $6,352,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 360
Tax due at time of filing amount [12] $608,000
Number of returns with overpayments refunded 3,980
Overpayments refunded amount [13] $14,691,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $421,000

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

Number of returns 1,870
Number of single returns 580
Number of joint returns 900
Number of head of household returns 370
Number of returns with paid preparer's signature 1,220
Number of exemptions 5,110
Number of dependents 2,340
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] 530
Number of elderly returns [4] 200
Adjust gross income (AGI) [5] $113,658,000
Number of returns with total income 1,870
Salaries and wages amount $114,351,000
Number of returns with salaries and wages 1,780
Salaries and wages amount $102,953
Number of returns with taxable interest 170
Taxable interest amount $120
Number of returns with ordinary dividends 40
Ordinary dividends amount $128,000
Number of returns with qualified dividends 40
Qualified dividends amount [6] $86
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $29
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $590,000
Number of returns with net capital gain (less loss) 50
Net capital gain (less loss) amount $319,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $684,000
Number of returns with taxable pensions and annuities 240
Taxable pensions and annuities amount $5,544,000
Number of farm returns 0
Number of returns with unemployment compensation 330
Unemployment compensation amount [7] $1,995,000
Number of returns with taxable Social Security benefits 130
Taxable Social Security benefits amount $1,503,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $237,000
Number of returns with total statutory adjustments 460
Total statutory adjustments amount $693,000
Number of returns with educator expenses 200
Educator expenses amount $50,000
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 $136,000
Number of returns with IRA payments 40
IRA payments amount $146,000
Number of returns with student loan interest deduction 160
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 940
Total itemized deductions amount $22,133,000
Amount of AGI for itemized returns $57,548,000
Number of returns with State and local income taxes 70
State and local income taxes amount $152,000
Number of returns with State and local general sales tax 710
State and local general sales tax amount $1,292,000
Number of returns with real estate taxes 520
Real estate taxes amount $1,665,000
Number of returns with taxes paid 890
Taxes paid amount $3,638,000
Number of returns with mortgage interest paid 440
Mortgage interest paid amount $1,941,000
Number of returns with contributions 550
Contributions amount $1,553,000
Number of returns with taxable income 1,850
Taxable income amount $61,141,000
Number of returns with income tax before credits 1,850
Income tax before credits amount $8,236,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $13,000
Number of returns with total tax credits 1,100
Total tax credits amount $1,946,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $84,000
Number of returns with nonrefundable education credit 230
Nonrefundable education credit amount $298,000
Number of returns with retirement savings contribution credit 120
Retirement savings contribution credit amount $17,000
Number of returns with child tax credit 830
Child tax credit amount $1,301,000
Number of returns with residential energy tax credit 150
Residential energy tax credit amount $215,000
Number of returns with self-employment tax 140
Self-employment tax amount $340,000
Number of returns with total tax payments 1,850
Total tax payments amount $12,328,000
Number of returns with earned income credit 40
Earned income credit amount [8] $14,000
Number of returns with excess earned income credit 20
Excess earned income credit (refundable) amount [9] $7,000
Number of returns with additional child tax credit 280
Additional child tax credit amount $367,000
Number of returns with refundable education credit 190
Refundable education credit amount $178,000
Number of returns with income tax 1,570
Income tax amount [10] $6,291,000
Number of returns with tax liability 1,670
Total tax liability amount [11] $6,995,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 260
Tax due at time of filing amount [12] $670,000
Number of returns with overpayments refunded 1,600
Overpayments refunded amount [13] $5,965,000
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 810
Number of single returns 140
Number of joint returns 570
Number of head of household returns 90
Number of returns with paid preparer's signature 580
Number of exemptions 2,540
Number of dependents 1,160
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] 220
Number of elderly returns [4] 90
Adjust gross income (AGI) [5] $70,253,000
Number of returns with total income 810
Salaries and wages amount $70,665,000
Number of returns with salaries and wages 780
Salaries and wages amount $63,393
Number of returns with taxable interest 130
Taxable interest amount $65
Number of returns with ordinary dividends 30
Ordinary dividends amount $118,000
Number of returns with qualified dividends 20
Qualified dividends amount [6] $60
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $311,000
Number of returns with net capital gain (less loss) 40
Net capital gain (less loss) amount $291,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $528,000
Number of returns with taxable pensions and annuities 130
Taxable pensions and annuities amount $3,287,000
Number of farm returns 30
Number of returns with unemployment compensation 170
Unemployment compensation amount [7] $995,000
Number of returns with taxable Social Security benefits 60
Taxable Social Security benefits amount $1,030,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $493,000
Number of returns with total statutory adjustments 220
Total statutory adjustments amount $412,000
Number of returns with educator expenses 90
Educator expenses amount $28,000
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 80
Student loan interest deduction amount $64,000
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 480
Total itemized deductions amount $13,401,000
Amount of AGI for itemized returns $42,018,000
Number of returns with State and local income taxes 40
State and local income taxes amount $87,000
Number of returns with State and local general sales tax 390
State and local general sales tax amount $869,000
Number of returns with real estate taxes 320
Real estate taxes amount $1,130,000
Number of returns with taxes paid 470
Taxes paid amount $2,442,000
Number of returns with mortgage interest paid 310
Mortgage interest paid amount $1,444,000
Number of returns with contributions 300
Contributions amount $1,020,000
Number of returns with taxable income 810
Taxable income amount $42,749,000
Number of returns with income tax before credits 810
Income tax before credits amount $6,191,000
Number of returns with alternative minimum tax 50
Alternative minimum tax amount $57,000
Number of returns with total tax credits 520
Total tax credits amount $1,177,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $46,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $174,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 440
Child tax credit amount $785,000
Number of returns with residential energy tax credit 80
Residential energy tax credit amount $134,000
Number of returns with self-employment tax 60
Self-employment tax amount $166,000
Number of returns with total tax payments 800
Total tax payments amount $8,155,000
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 40
Additional child tax credit amount $46,000
Number of returns with refundable education credit 100
Refundable education credit amount $99,000
Number of returns with income tax 770
Income tax amount [10] $5,014,000
Number of returns with tax liability 780
Total tax liability amount [11] $5,424,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 120
Tax due at time of filing amount [12] $394,000
Number of returns with overpayments refunded 680
Overpayments refunded amount [13] $3,117,000
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 600
Number of single returns 60
Number of joint returns 490
Number of head of household returns 50
Number of returns with paid preparer's signature 380
Number of exemptions 2,060
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] 110
Number of elderly returns [4] 110
Adjust gross income (AGI) [5] $75,941,000
Number of returns with total income 600
Salaries and wages amount $76,515,000
Number of returns with salaries and wages 570
Salaries and wages amount $65,709
Number of returns with taxable interest 160
Taxable interest amount $166
Number of returns with ordinary dividends 40
Ordinary dividends amount $58,000
Number of returns with qualified dividends 30
Qualified dividends amount [6] $47
Number of returns with state and local income tax refunds 20
State and local income tax refunds amount $18
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $2,521,000
Number of returns with net capital gain (less loss) 50
Net capital gain (less loss) amount $658,000
Number of returns with taxable individual retirement arrangements distributions 30
Taxable individual retirement arrangements distributions amount $405,000
Number of returns with taxable pensions and annuities 140
Taxable pensions and annuities amount $6,136,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $311,000
Number of returns with taxable Social Security benefits 60
Taxable Social Security benefits amount $997,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $818,000
Number of returns with total statutory adjustments 220
Total statutory adjustments amount $574,000
Number of returns with educator expenses 120
Educator expenses amount $39,000
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 70
Student loan interest deduction amount $68,000
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 390
Total itemized deductions amount $11,330,000
Amount of AGI for itemized returns $49,431,000
Number of returns with State and local income taxes 30
State and local income taxes amount $111,000
Number of returns with State and local general sales tax 310
State and local general sales tax amount $884,000
Number of returns with real estate taxes 320
Real estate taxes amount $1,481,000
Number of returns with taxes paid 380
Taxes paid amount $2,775,000
Number of returns with mortgage interest paid 290
Mortgage interest paid amount $1,588,000
Number of returns with contributions 290
Contributions amount $1,189,000
Number of returns with taxable income 600
Taxable income amount $53,677,000
Number of returns with income tax before credits 600
Income tax before credits amount $9,000,000
Number of returns with alternative minimum tax 60
Alternative minimum tax amount $105,000
Number of returns with total tax credits 390
Total tax credits amount $1,128,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $263,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $62,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $135,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 260
Child tax credit amount $416,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $113,000
Number of returns with self-employment tax 80
Self-employment tax amount $434,000
Number of returns with total tax payments 590
Total tax payments amount $10,127,000
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 90
Refundable education credit amount $86,000
Number of returns with income tax 590
Income tax amount [10] $8,084,000
Number of returns with tax liability 590
Total tax liability amount [11] $8,601,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 150
Tax due at time of filing amount [12] $996,000
Number of returns with overpayments refunded 460
Overpayments refunded amount [13] $2,691,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

Adjusted Gross Income: $200,000 or more

Number of returns 60
Number of single returns 0
Number of joint returns 50
Number of head of household returns 0
Number of returns with paid preparer's signature 50
Number of exemptions 160
Number of dependents 60
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 0
Number of elderly returns [4] 0
Adjust gross income (AGI) [5] $18,079,000
Number of returns with total income 60
Salaries and wages amount $18,428,000
Number of returns with salaries and wages 50
Salaries and wages amount $9,916
Number of returns with taxable interest 30
Taxable interest amount $176
Number of returns with ordinary dividends 20
Ordinary dividends amount $67,000
Number of returns with qualified dividends 20
Qualified dividends amount [6] $51
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 0
Business or professional net income (less loss) amount $0
Number of returns with net capital gain (less loss) 30
Net capital gain (less loss) amount $851,000
Number of returns with taxable individual retirement arrangements distributions 0
Taxable individual retirement arrangements distributions amount $0
Number of returns with taxable pensions and annuities 0
Taxable pensions and annuities amount $0
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 0
Taxable Social Security benefits amount $0
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $2,912,000
Number of returns with total statutory adjustments 30
Total statutory adjustments amount $349,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 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 40
Total itemized deductions amount $1,105,000
Amount of AGI for itemized returns $12,392,000
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 40
State and local general sales tax amount $105,000
Number of returns with real estate taxes 40
Real estate taxes amount $364,000
Number of returns with taxes paid 40
Taxes paid amount $512,000
Number of returns with mortgage interest paid 30
Mortgage interest paid amount $252,000
Number of returns with contributions 40
Contributions amount $256,000
Number of returns with taxable income 60
Taxable income amount $16,268,000
Number of returns with income tax before credits 60
Income tax before credits amount $4,406,000
Number of returns with alternative minimum tax 20
Alternative minimum tax amount $133,000
Number of returns with total tax credits 0
Total tax credits amount $0
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 0
Self-employment tax amount $0
Number of returns with total tax payments 50
Total tax payments amount $4,044,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 50
Income tax amount [10] $4,194,000
Number of returns with tax liability 50
Total tax liability amount [11] $4,492,000
Number of returns with net investment income tax 30
Net investment income tax $81,000
Number of returns with tax due at time of filing 30
Tax due at time of filing amount [12] $1,063,000
Number of returns with overpayments refunded 0
Overpayments refunded amount [13] $0
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

[1] The use of prior-year returns as a proxy for returns that are filed beyond the current processing year is consistent with SOI’s national, state, county, and ZIP code tabulations. A description of SOI’s sample, which is used as an input for the geographic data, and the use of prior-year returns, can be found at https://www.irs.gov/statistics/soi-tax-stats-individual-income-tax-returns-publication-1304-complete-report#_sec2.

[2] For complete individual income tax tabulations at the State level, see the historic table posted to Tax Stats at http://www.irs.gov/uac/SOI-Tax-Stats---Historic-Table-2.

[3] The "Number of volunteer prepared returns" shows counts of returns prepared by IRS-certified volunteers for taxpayers with limited income, persons with disabilities, limited English speaking taxpayers, current and former members of the military, and taxpayers who are 60 years of age and older.

[4] Includes primary taxpayers 60 years of age and older.

[5] Does not include returns with adjusted gross deficit.

[6] “Qualified dividends” are ordinary dividends received in tax years beginning after 2002 that meet certain conditions and receive preferential tax rates.

[7] Includes the Alaskan permanent fund, reported by residents of Alaska on Forms 1040A and 1040EZ's. 
This fund only applies to statistics in the totals, and the state of Alaska.

[8] Earned income credit includes both the refundable and non-refundable portions. The non-refundable portion could reduce income tax and certain related taxes to zero. The earned income credit amounts in excess of total tax liability, or amounts when there was no tax liability at all, were refundable. See footnote 9 below for explanation of the refundable portion of the earned income credit.

[9] The refundable portion of the earned income credit equals total income tax minus the earned income credit. If the result is negative, this amount is considered the refundable portion. No other refundable credits were taken into account for this calculation.

[10] Income tax reflects the amount reported on Form 1040 line 56. It also includes data from Form 1040A and 1040EZ filers.

[11] “Total tax liability” differs from “Income tax”, in that “Total tax liability” includes the taxes from recapture of certain prior-year credits, tax applicable to individual retirement arrangements (IRA's), social security taxes on self-employment income and on certain tip income, advanced earned income payments, household employment taxes, and certain other taxes listed in the Form 1040 instructions.

[12] Reflects payments to or withholdings made to "Total tax liability". This is the amount the tax filer owes when the income tax return is filed.

[13] The amount of overpayments the tax filer requested to have refunded.