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ZIP Code Database - Facts & Stats

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ZIP Code 78636 Income Tax Stats

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

ZIP Code 78636 Data

Zip Code:78636
City:Johnson City
State:TX [Texas]
Counties: BLANCO, TX
City Alias(es):Johnson City
Area Code:830
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


78636 Income Tax Overview

Total Number of Tax Returns for ZIP Code 78636 [1] 1,890
Total Number of Single Tax Returns for ZIP Code 78636 800
Total Number of Joint Tax Returns for ZIP Code 78636 880
Total Number of Dependents for ZIP Code 78636 970
Total Adjusted Gross Income for ZIP Code 78636 $146,070,000
Average Income per Person for ZIP Code 78636 $38,962
Average Income per Household for ZIP Code 78636 $77,286

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 620
Number of single returns 430
Number of joint returns 100
Number of head of household returns 70
Number of returns with paid preparer's signature 290
Number of exemptions 790
Number of dependents 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] 80
Number of elderly returns [4] 180
Adjust gross income (AGI) [5] $7,420,000
Number of returns with total income 620
Salaries and wages amount $7,611,000
Number of returns with salaries and wages 420
Salaries and wages amount $4,921
Number of returns with taxable interest 150
Taxable interest amount $114
Number of returns with ordinary dividends 70
Ordinary dividends amount $175,000
Number of returns with qualified dividends 60
Qualified dividends amount [6] $111
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) 150
Business or professional net income (less loss) amount $903,000
Number of returns with net capital gain (less loss) 70
Net capital gain (less loss) amount $152,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $347,000
Number of returns with taxable pensions and annuities 90
Taxable pensions and annuities amount $1,013,000
Number of farm returns 40
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 40
Taxable Social Security benefits amount $118,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $34,000
Number of returns with total statutory adjustments 150
Total statutory adjustments amount $191,000
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 40
Self-employment health insurance deduction amount $118,000
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 40
Total itemized deductions amount $670,000
Amount of AGI for itemized returns $571,000
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 30
State and local general sales tax amount $29,000
Number of returns with real estate taxes 20
Real estate taxes amount $77,000
Number of returns with taxes paid 30
Taxes paid amount $90,000
Number of returns with mortgage interest paid 20
Mortgage interest paid amount $138,000
Number of returns with contributions 30
Contributions amount $76,000
Number of returns with taxable income 260
Taxable income amount $1,462,000
Number of returns with income tax before credits 260
Income tax before credits amount $154,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 60
Total tax credits amount $14,000
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 30
Retirement savings contribution credit amount $3,000
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 120
Self-employment tax amount $158,000
Number of returns with total tax payments 540
Total tax payments amount $1,077,000
Number of returns with earned income credit 190
Earned income credit amount [8] $430,000
Number of returns with excess earned income credit 140
Excess earned income credit (refundable) amount [9] $351,000
Number of returns with additional child tax credit 90
Additional child tax credit amount $104,000
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 220
Income tax amount [10] $139,000
Number of returns with tax liability 330
Total tax liability amount [11] $316,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 100
Tax due at time of filing amount [12] $59,000
Number of returns with overpayments refunded 460
Overpayments refunded amount [13] $785,000
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 430
Number of single returns 230
Number of joint returns 140
Number of head of household returns 50
Number of returns with paid preparer's signature 200
Number of exemptions 790
Number of dependents 220
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] 70
Number of elderly returns [4] 140
Adjust gross income (AGI) [5] $15,547,000
Number of returns with total income 430
Salaries and wages amount $15,751,000
Number of returns with salaries and wages 330
Salaries and wages amount $11,043
Number of returns with taxable interest 130
Taxable interest amount $107
Number of returns with ordinary dividends 70
Ordinary dividends amount $251,000
Number of returns with qualified dividends 60
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) 90
Business or professional net income (less loss) amount $873,000
Number of returns with net capital gain (less loss) 60
Net capital gain (less loss) amount $249,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $352,000
Number of returns with taxable pensions and annuities 100
Taxable pensions and annuities amount $2,251,000
Number of farm returns 30
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $146,000
Number of returns with taxable Social Security benefits 100
Taxable Social Security benefits amount $654,000
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 110
Total statutory adjustments amount $204,000
Number of returns with educator expenses 30
Educator expenses amount $9,000
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 $67,000
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 80
Total itemized deductions amount $1,461,000
Amount of AGI for itemized returns $2,817,000
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 60
State and local general sales tax amount $76,000
Number of returns with real estate taxes 60
Real estate taxes amount $206,000
Number of returns with taxes paid 70
Taxes paid amount $291,000
Number of returns with mortgage interest paid 50
Mortgage interest paid amount $254,000
Number of returns with contributions 50
Contributions amount $195,000
Number of returns with taxable income 410
Taxable income amount $7,903,000
Number of returns with income tax before credits 400
Income tax before credits amount $953,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 140
Total tax credits amount $103,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $38,000
Number of returns with retirement savings contribution credit 50
Retirement savings contribution credit amount $9,000
Number of returns with child tax credit 90
Child tax credit amount $73,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 60
Self-employment tax amount $141,000
Number of returns with total tax payments 410
Total tax payments amount $1,686,000
Number of returns with earned income credit 80
Earned income credit amount [8] $187,000
Number of returns with excess earned income credit 60
Excess earned income credit (refundable) amount [9] $129,000
Number of returns with additional child tax credit 70
Additional child tax credit amount $104,000
Number of returns with refundable education credit 40
Refundable education credit amount $37,000
Number of returns with income tax 350
Income tax amount [10] $850,000
Number of returns with tax liability 380
Total tax liability amount [11] $1,011,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 80
Tax due at time of filing amount [12] $114,000
Number of returns with overpayments refunded 340
Overpayments refunded amount [13] $769,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $58,000

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

Number of returns 280
Number of single returns 90
Number of joint returns 160
Number of head of household returns 40
Number of returns with paid preparer's signature 140
Number of exemptions 610
Number of dependents 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] 40
Number of elderly returns [4] 120
Adjust gross income (AGI) [5] $17,320,000
Number of returns with total income 280
Salaries and wages amount $17,546,000
Number of returns with salaries and wages 210
Salaries and wages amount $10,979
Number of returns with taxable interest 110
Taxable interest amount $97
Number of returns with ordinary dividends 60
Ordinary dividends amount $288,000
Number of returns with qualified dividends 60
Qualified dividends amount [6] $233
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) 70
Business or professional net income (less loss) amount $618,000
Number of returns with net capital gain (less loss) 60
Net capital gain (less loss) amount $323,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $514,000
Number of returns with taxable pensions and annuities 100
Taxable pensions and annuities amount $3,032,000
Number of farm returns 20
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 100
Taxable Social Security benefits amount $1,455,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $125,000
Number of returns with total statutory adjustments 80
Total statutory adjustments amount $226,000
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 20
Self-employment health insurance deduction amount $171,000
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 90
Total itemized deductions amount $1,553,000
Amount of AGI for itemized returns $5,286,000
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 70
State and local general sales tax amount $102,000
Number of returns with real estate taxes 70
Real estate taxes amount $300,000
Number of returns with taxes paid 80
Taxes paid amount $412,000
Number of returns with mortgage interest paid 50
Mortgage interest paid amount $358,000
Number of returns with contributions 60
Contributions amount $221,000
Number of returns with taxable income 280
Taxable income amount $11,157,000
Number of returns with income tax before credits 280
Income tax before credits amount $1,515,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 100
Total tax credits amount $143,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $20,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 60
Child tax credit amount $105,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 50
Self-employment tax amount $143,000
Number of returns with total tax payments 270
Total tax payments amount $1,861,000
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 270
Income tax amount [10] $1,372,000
Number of returns with tax liability 270
Total tax liability amount [11] $1,543,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 80
Tax due at time of filing amount [12] $207,000
Number of returns with overpayments refunded 190
Overpayments refunded amount [13] $490,000
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 180
Number of single returns 20
Number of joint returns 150
Number of head of household returns 0
Number of returns with paid preparer's signature 100
Number of exemptions 470
Number of dependents 150
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] 30
Number of elderly returns [4] 70
Adjust gross income (AGI) [5] $15,422,000
Number of returns with total income 180
Salaries and wages amount $15,639,000
Number of returns with salaries and wages 140
Salaries and wages amount $10,367
Number of returns with taxable interest 80
Taxable interest amount $133
Number of returns with ordinary dividends 40
Ordinary dividends amount $146,000
Number of returns with qualified dividends 40
Qualified dividends amount [6] $104
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) 50
Business or professional net income (less loss) amount $829,000
Number of returns with net capital gain (less loss) 50
Net capital gain (less loss) amount $696,000
Number of returns with taxable individual retirement arrangements distributions 30
Taxable individual retirement arrangements distributions amount $525,000
Number of returns with taxable pensions and annuities 50
Taxable pensions and annuities amount $2,458,000
Number of farm returns 40
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 60
Taxable Social Security benefits amount $1,041,000
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 60
Total statutory adjustments amount $217,000
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 20
Student loan interest deduction amount $28,000
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 60
Total itemized deductions amount $1,323,000
Amount of AGI for itemized returns $5,500,000
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 60
State and local general sales tax amount $99,000
Number of returns with real estate taxes 50
Real estate taxes amount $245,000
Number of returns with taxes paid 60
Taxes paid amount $374,000
Number of returns with mortgage interest paid 40
Mortgage interest paid amount $404,000
Number of returns with contributions 50
Contributions amount $222,000
Number of returns with taxable income 180
Taxable income amount $10,749,000
Number of returns with income tax before credits 180
Income tax before credits amount $1,453,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 80
Total tax credits amount $129,000
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 30
Nonrefundable education credit amount $45,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 60
Child tax credit amount $95,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 40
Self-employment tax amount $127,000
Number of returns with total tax payments 170
Total tax payments amount $1,888,000
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 30
Refundable education credit amount $28,000
Number of returns with income tax 170
Income tax amount [10] $1,324,000
Number of returns with tax liability 180
Total tax liability amount [11] $1,468,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 60
Tax due at time of filing amount [12] $151,000
Number of returns with overpayments refunded 120
Overpayments refunded amount [13] $453,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $135,000

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

Number of returns 280
Number of single returns 30
Number of joint returns 250
Number of head of household returns 0
Number of returns with paid preparer's signature 160
Number of exemptions 730
Number of dependents 200
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] 120
Adjust gross income (AGI) [5] $36,792,000
Number of returns with total income 280
Salaries and wages amount $37,147,000
Number of returns with salaries and wages 220
Salaries and wages amount $23,096
Number of returns with taxable interest 160
Taxable interest amount $301
Number of returns with ordinary dividends 100
Ordinary dividends amount $870,000
Number of returns with qualified dividends 90
Qualified dividends amount [6] $737
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) 80
Business or professional net income (less loss) amount $1,059,000
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $1,161,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $2,545,000
Number of returns with taxable pensions and annuities 100
Taxable pensions and annuities amount $4,309,000
Number of farm returns 50
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 90
Taxable Social Security benefits amount $1,963,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $1,245,000
Number of returns with total statutory adjustments 110
Total statutory adjustments amount $355,000
Number of returns with educator expenses 20
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $209,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 30
Student loan interest deduction amount $34,000
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 160
Total itemized deductions amount $4,103,000
Amount of AGI for itemized returns $22,409,000
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 140
State and local general sales tax amount $432,000
Number of returns with real estate taxes 160
Real estate taxes amount $902,000
Number of returns with taxes paid 160
Taxes paid amount $1,355,000
Number of returns with mortgage interest paid 130
Mortgage interest paid amount $1,282,000
Number of returns with contributions 140
Contributions amount $899,000
Number of returns with taxable income 280
Taxable income amount $28,324,000
Number of returns with income tax before credits 270
Income tax before credits amount $4,666,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 110
Total tax credits amount $158,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $13,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 60
Child tax credit amount $85,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 50
Self-employment tax amount $171,000
Number of returns with total tax payments 270
Total tax payments amount $4,929,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 270
Income tax amount [10] $4,508,000
Number of returns with tax liability 270
Total tax liability amount [11] $4,683,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 110
Tax due at time of filing amount [12] $633,000
Number of returns with overpayments refunded 150
Overpayments refunded amount [13] $745,000
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 100
Number of single returns 0
Number of joint returns 80
Number of head of household returns 0
Number of returns with paid preparer's signature 70
Number of exemptions 220
Number of dependents 50
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] 50
Adjust gross income (AGI) [5] $53,569,000
Number of returns with total income 100
Salaries and wages amount $54,019,000
Number of returns with salaries and wages 70
Salaries and wages amount $19,152
Number of returns with taxable interest 80
Taxable interest amount $802
Number of returns with ordinary dividends 70
Ordinary dividends amount $4,778,000
Number of returns with qualified dividends 60
Qualified dividends amount [6] $3,782
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) 20
Business or professional net income (less loss) amount $1,107,000
Number of returns with net capital gain (less loss) 70
Net capital gain (less loss) amount $14,036,000
Number of returns with taxable individual retirement arrangements distributions 20
Taxable individual retirement arrangements distributions amount $1,572,000
Number of returns with taxable pensions and annuities 30
Taxable pensions and annuities amount $1,596,000
Number of farm returns 30
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 20
Taxable Social Security benefits amount $541,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $4,381,000
Number of returns with total statutory adjustments 30
Total statutory adjustments amount $450,000
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 80
Total itemized deductions amount $5,645,000
Amount of AGI for itemized returns $45,651,000
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 60
State and local general sales tax amount $269,000
Number of returns with real estate taxes 70
Real estate taxes amount $886,000
Number of returns with taxes paid 80
Taxes paid amount $1,708,000
Number of returns with mortgage interest paid 50
Mortgage interest paid amount $656,000
Number of returns with contributions 70
Contributions amount $2,484,000
Number of returns with taxable income 100
Taxable income amount $47,057,000
Number of returns with income tax before credits 100
Income tax before credits amount $12,604,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $383,000
Number of returns with total tax credits 50
Total tax credits amount $105,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $78,000
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 30
Self-employment tax amount $190,000
Number of returns with total tax payments 90
Total tax payments amount $14,121,000
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 100
Income tax amount [10] $12,410,000
Number of returns with tax liability 100
Total tax liability amount [11] $13,356,000
Number of returns with net investment income tax 60
Net investment income tax $589,000
Number of returns with tax due at time of filing 40
Tax due at time of filing amount [12] $1,182,000
Number of returns with overpayments refunded 40
Overpayments refunded amount [13] $547,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $1,385,000

[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.