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ZIP Code Database - Facts & Stats

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ZIP Code 78666 Income Tax Stats

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

ZIP Code 78666 Data

Zip Code:78666
City:San Marcos
State:TX [Texas]
Counties: HAYS, TX
City Alias(es):San Marcos
Area Code:512 / 737
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


78666 Income Tax Overview

Total Number of Tax Returns for ZIP Code 78666 [1] 31,190
Total Number of Single Tax Returns for ZIP Code 78666 7,240
Total Number of Joint Tax Returns for ZIP Code 78666 7,620
Total Number of Dependents for ZIP Code 78666 15,150
Total Adjusted Gross Income for ZIP Code 78666 $1,341,718,000
Average Income per Person for ZIP Code 78666 $21,018
Average Income per Household for ZIP Code 78666 $43,018

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 15,660
Number of single returns 12,580
Number of joint returns 1,020
Number of head of household returns 1,920
Number of returns with paid preparer's signature 3,810
Number of exemptions 17,820
Number of dependents 4,810
Total number of volunteer prepared returns [5] 490
Number of volunteer income tax assistance (VITA) prepared returns [3] 110
Number of tax counseling for the elderly (TCE) prepared returns [3] 370
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 2,690
Number of elderly returns [4] 1,410
Adjust gross income (AGI) [5] $192,169,000
Number of returns with total income 15,660
Salaries and wages amount $194,742,000
Number of returns with salaries and wages 13,960
Salaries and wages amount $169,843
Number of returns with taxable interest 1,040
Taxable interest amount $553
Number of returns with ordinary dividends 580
Ordinary dividends amount $909,000
Number of returns with qualified dividends 510
Qualified dividends amount [6] $595
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) 1,910
Business or professional net income (less loss) amount $11,584,000
Number of returns with net capital gain (less loss) 520
Net capital gain (less loss) amount $684,000
Number of returns with taxable individual retirement arrangements distributions 340
Taxable individual retirement arrangements distributions amount $1,819,000
Number of returns with taxable pensions and annuities 890
Taxable pensions and annuities amount $7,552,000
Number of farm returns 30
Number of returns with unemployment compensation 210
Unemployment compensation amount [7] $818,000
Number of returns with taxable Social Security benefits 270
Taxable Social Security benefits amount $459,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $120,000
Number of returns with total statutory adjustments 2,470
Total statutory adjustments amount $2,573,000
Number of returns with educator expenses 40
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 100
Self-employment health insurance deduction amount $227,000
Number of returns with IRA payments 30
IRA payments amount $63,000
Number of returns with student loan interest deduction 690
Student loan interest deduction amount $510,000
Number of returns with tuition and fees deduction 180
Tuition and fees deduction amount $543,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 360
Total itemized deductions amount $5,679,000
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 260
State and local general sales tax amount $236,000
Number of returns with real estate taxes 220
Real estate taxes amount $885,000
Number of returns with taxes paid 320
Taxes paid amount $1,202,000
Number of returns with mortgage interest paid 160
Mortgage interest paid amount $870,000
Number of returns with contributions 210
Contributions amount $410,000
Number of returns with taxable income 8,030
Taxable income amount $49,140,000
Number of returns with income tax before credits 8,030
Income tax before credits amount $5,239,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,450
Total tax credits amount $1,052,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $22,000
Number of returns with nonrefundable education credit 1,420
Nonrefundable education credit amount $815,000
Number of returns with retirement savings contribution credit 630
Retirement savings contribution credit amount $81,000
Number of returns with child tax credit 390
Child tax credit amount $129,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,590
Self-employment tax amount $1,947,000
Number of returns with total tax payments 14,850
Total tax payments amount $28,813,000
Number of returns with earned income credit 4,270
Earned income credit amount [8] $10,095,000
Number of returns with excess earned income credit 3,700
Excess earned income credit (refundable) amount [9] $9,010,000
Number of returns with additional child tax credit 2,240
Additional child tax credit amount $2,834,000
Number of returns with refundable education credit 1,740
Refundable education credit amount $1,509,000
Number of returns with income tax 6,370
Income tax amount [10] $4,187,000
Number of returns with tax liability 7,780
Total tax liability amount [11] $6,409,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,210
Tax due at time of filing amount [12] $981,000
Number of returns with overpayments refunded 13,940
Overpayments refunded amount [13] $23,261,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $86,000

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

Number of returns 8,030
Number of single returns 4,670
Number of joint returns 1,660
Number of head of household returns 1,520
Number of returns with paid preparer's signature 2,480
Number of exemptions 14,420
Number of dependents 4,770
Total number of volunteer prepared returns [5] 260
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
Number of tax counseling for the elderly (TCE) prepared returns [3] 200
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 1,830
Number of elderly returns [4] 1,060
Adjust gross income (AGI) [5] $284,945,000
Number of returns with total income 8,030
Salaries and wages amount $287,884,000
Number of returns with salaries and wages 7,350
Salaries and wages amount $250,848
Number of returns with taxable interest 960
Taxable interest amount $606
Number of returns with ordinary dividends 480
Ordinary dividends amount $1,442,000
Number of returns with qualified dividends 440
Qualified dividends amount [6] $951
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) 990
Business or professional net income (less loss) amount $9,406,000
Number of returns with net capital gain (less loss) 450
Net capital gain (less loss) amount $1,175,000
Number of returns with taxable individual retirement arrangements distributions 330
Taxable individual retirement arrangements distributions amount $3,416,000
Number of returns with taxable pensions and annuities 850
Taxable pensions and annuities amount $14,071,000
Number of farm returns 30
Number of returns with unemployment compensation 160
Unemployment compensation amount [7] $725,000
Number of returns with taxable Social Security benefits 740
Taxable Social Security benefits amount $4,663,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $449,000
Number of returns with total statutory adjustments 1,960
Total statutory adjustments amount $2,939,000
Number of returns with educator expenses 210
Educator expenses amount $52,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $354,000
Number of returns with IRA payments 80
IRA payments amount $274,000
Number of returns with student loan interest deduction 1,040
Student loan interest deduction amount $1,012,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $61,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 870
Total itemized deductions amount $14,733,000
Amount of AGI for itemized returns $32,959,000
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 650
State and local general sales tax amount $741,000
Number of returns with real estate taxes 580
Real estate taxes amount $2,354,000
Number of returns with taxes paid 820
Taxes paid amount $3,289,000
Number of returns with mortgage interest paid 510
Mortgage interest paid amount $3,112,000
Number of returns with contributions 520
Contributions amount $1,541,000
Number of returns with taxable income 7,750
Taxable income amount $153,860,000
Number of returns with income tax before credits 7,730
Income tax before credits amount $19,115,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 3,190
Total tax credits amount $2,786,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 270
Child and dependent care credit amount $144,000
Number of returns with nonrefundable education credit 710
Nonrefundable education credit amount $770,000
Number of returns with retirement savings contribution credit 1,140
Retirement savings contribution credit amount $191,000
Number of returns with child tax credit 1,720
Child tax credit amount $1,616,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $27,000
Number of returns with self-employment tax 740
Self-employment tax amount $1,603,000
Number of returns with total tax payments 7,880
Total tax payments amount $33,925,000
Number of returns with earned income credit 1,770
Earned income credit amount [8] $3,882,000
Number of returns with excess earned income credit 1,480
Excess earned income credit (refundable) amount [9] $3,200,000
Number of returns with additional child tax credit 1,310
Additional child tax credit amount $1,924,000
Number of returns with refundable education credit 470
Refundable education credit amount $421,000
Number of returns with income tax 6,470
Income tax amount [10] $16,329,000
Number of returns with tax liability 6,850
Total tax liability amount [11] $18,426,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,150
Tax due at time of filing amount [12] $1,687,000
Number of returns with overpayments refunded 6,810
Overpayments refunded amount [13] $17,003,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $123,000

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

Number of returns 3,080
Number of single returns 1,240
Number of joint returns 1,440
Number of head of household returns 330
Number of returns with paid preparer's signature 1,150
Number of exemptions 6,720
Number of dependents 2,200
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 530
Number of elderly returns [4] 710
Adjust gross income (AGI) [5] $188,127,000
Number of returns with total income 3,080
Salaries and wages amount $190,195,000
Number of returns with salaries and wages 2,690
Salaries and wages amount $150,295
Number of returns with taxable interest 810
Taxable interest amount $668
Number of returns with ordinary dividends 400
Ordinary dividends amount $1,605,000
Number of returns with qualified dividends 360
Qualified dividends amount [6] $1,159
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $30
Number of returns with business or professional net income (less loss) 510
Business or professional net income (less loss) amount $6,610,000
Number of returns with net capital gain (less loss) 370
Net capital gain (less loss) amount $1,789,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $3,409,000
Number of returns with taxable pensions and annuities 640
Taxable pensions and annuities amount $16,324,000
Number of farm returns 30
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $362,000
Number of returns with taxable Social Security benefits 520
Taxable Social Security benefits amount $7,259,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $751,000
Number of returns with total statutory adjustments 1,000
Total statutory adjustments amount $2,068,000
Number of returns with educator expenses 140
Educator expenses amount $35,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $374,000
Number of returns with IRA payments 50
IRA payments amount $181,000
Number of returns with student loan interest deduction 500
Student loan interest deduction amount $568,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $41,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 830
Total itemized deductions amount $14,870,000
Amount of AGI for itemized returns $51,562,000
Number of returns with State and local income taxes 40
State and local income taxes amount $70,000
Number of returns with State and local general sales tax 620
State and local general sales tax amount $872,000
Number of returns with real estate taxes 690
Real estate taxes amount $3,070,000
Number of returns with taxes paid 810
Taxes paid amount $4,127,000
Number of returns with mortgage interest paid 620
Mortgage interest paid amount $3,684,000
Number of returns with contributions 560
Contributions amount $2,113,000
Number of returns with taxable income 3,060
Taxable income amount $123,508,000
Number of returns with income tax before credits 3,050
Income tax before credits amount $17,409,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,250
Total tax credits amount $1,932,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $27,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $78,000
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $316,000
Number of returns with retirement savings contribution credit 230
Retirement savings contribution credit amount $32,000
Number of returns with child tax credit 860
Child tax credit amount $1,395,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $32,000
Number of returns with self-employment tax 390
Self-employment tax amount $1,143,000
Number of returns with total tax payments 3,020
Total tax payments amount $21,703,000
Number of returns with earned income credit 40
Earned income credit amount [8] $15,000
Number of returns with excess earned income credit 30
Excess earned income credit (refundable) amount [9] $10,000
Number of returns with additional child tax credit 160
Additional child tax credit amount $227,000
Number of returns with refundable education credit 170
Refundable education credit amount $154,000
Number of returns with income tax 2,880
Income tax amount [10] $15,477,000
Number of returns with tax liability 2,950
Total tax liability amount [11] $16,869,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 710
Tax due at time of filing amount [12] $1,828,000
Number of returns with overpayments refunded 2,320
Overpayments refunded amount [13] $6,317,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $176,000

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

Number of returns 1,740
Number of single returns 360
Number of joint returns 1,250
Number of head of household returns 110
Number of returns with paid preparer's signature 730
Number of exemptions 4,310
Number of dependents 1,320
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 220
Number of elderly returns [4] 550
Adjust gross income (AGI) [5] $150,467,000
Number of returns with total income 1,740
Salaries and wages amount $152,172,000
Number of returns with salaries and wages 1,480
Salaries and wages amount $110,935
Number of returns with taxable interest 720
Taxable interest amount $602
Number of returns with ordinary dividends 380
Ordinary dividends amount $1,708,000
Number of returns with qualified dividends 350
Qualified dividends amount [6] $1,312
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) 360
Business or professional net income (less loss) amount $5,508,000
Number of returns with net capital gain (less loss) 340
Net capital gain (less loss) amount $2,420,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $4,494,000
Number of returns with taxable pensions and annuities 480
Taxable pensions and annuities amount $16,069,000
Number of farm returns 30
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $241,000
Number of returns with taxable Social Security benefits 420
Taxable Social Security benefits amount $8,002,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $982,000
Number of returns with total statutory adjustments 600
Total statutory adjustments amount $1,705,000
Number of returns with educator expenses 100
Educator expenses amount $29,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $337,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $296,000
Number of returns with IRA payments 50
IRA payments amount $267,000
Number of returns with student loan interest deduction 260
Student loan interest deduction amount $340,000
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 680
Total itemized deductions amount $13,941,000
Amount of AGI for itemized returns $59,684,000
Number of returns with State and local income taxes 20
State and local income taxes amount $96,000
Number of returns with State and local general sales tax 550
State and local general sales tax amount $902,000
Number of returns with real estate taxes 620
Real estate taxes amount $3,121,000
Number of returns with taxes paid 680
Taxes paid amount $4,239,000
Number of returns with mortgage interest paid 540
Mortgage interest paid amount $3,628,000
Number of returns with contributions 530
Contributions amount $2,219,000
Number of returns with taxable income 1,730
Taxable income amount $106,660,000
Number of returns with income tax before credits 1,730
Income tax before credits amount $15,518,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 760
Total tax credits amount $1,315,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $75,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $214,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 530
Child tax credit amount $922,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $44,000
Number of returns with self-employment tax 260
Self-employment tax amount $905,000
Number of returns with total tax payments 1,710
Total tax payments amount $17,990,000
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 20
Additional child tax credit amount $25,000
Number of returns with refundable education credit 110
Refundable education credit amount $96,000
Number of returns with income tax 1,710
Income tax amount [10] $14,203,000
Number of returns with tax liability 1,720
Total tax liability amount [11] $15,230,000
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] $1,516,000
Number of returns with overpayments refunded 1,200
Overpayments refunded amount [13] $3,990,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $251,000

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

Number of returns 2,140
Number of single returns 270
Number of joint returns 1,800
Number of head of household returns 70
Number of returns with paid preparer's signature 1,030
Number of exemptions 5,580
Number of dependents 1,640
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 180
Number of elderly returns [4] 760
Adjust gross income (AGI) [5] $284,517,000
Number of returns with total income 2,140
Salaries and wages amount $287,424,000
Number of returns with salaries and wages 1,840
Salaries and wages amount $197,194
Number of returns with taxable interest 1,170
Taxable interest amount $1,462
Number of returns with ordinary dividends 730
Ordinary dividends amount $5,112,000
Number of returns with qualified dividends 670
Qualified dividends amount [6] $3,763
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $82
Number of returns with business or professional net income (less loss) 550
Business or professional net income (less loss) amount $10,382,000
Number of returns with net capital gain (less loss) 660
Net capital gain (less loss) amount $8,326,000
Number of returns with taxable individual retirement arrangements distributions 400
Taxable individual retirement arrangements distributions amount $11,330,000
Number of returns with taxable pensions and annuities 690
Taxable pensions and annuities amount $29,558,000
Number of farm returns 70
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $276,000
Number of returns with taxable Social Security benefits 530
Taxable Social Security benefits amount $13,213,000
Number of returns with partnership/S-corp net income (less loss) 270
Partnership/S-corp net income (less loss) amount $6,853,000
Number of returns with total statutory adjustments 890
Total statutory adjustments amount $2,907,000
Number of returns with educator expenses 180
Educator expenses amount $48,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $631,000
Number of returns with IRA payments 60
IRA payments amount $318,000
Number of returns with student loan interest deduction 320
Student loan interest deduction amount $391,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $88,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $616,000
Number of returns with itemized deductions 1,230
Total itemized deductions amount $30,109,000
Amount of AGI for itemized returns $168,462,000
Number of returns with State and local income taxes 60
State and local income taxes amount $332,000
Number of returns with State and local general sales tax 1,040
State and local general sales tax amount $2,400,000
Number of returns with real estate taxes 1,150
Real estate taxes amount $7,987,000
Number of returns with taxes paid 1,220
Taxes paid amount $10,904,000
Number of returns with mortgage interest paid 1,010
Mortgage interest paid amount $8,233,000
Number of returns with contributions 1,000
Contributions amount $5,638,000
Number of returns with taxable income 2,140
Taxable income amount $220,682,000
Number of returns with income tax before credits 2,140
Income tax before credits amount $37,628,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $85,000
Number of returns with total tax credits 920
Total tax credits amount $1,284,000
Number of returns with foreign tax credit 280
Foreign tax credit amount $65,000
Number of returns with child and dependent care credit 190
Child and dependent care credit amount $114,000
Number of returns with nonrefundable education credit 210
Nonrefundable education credit amount $308,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 410
Child tax credit amount $576,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $173,000
Number of returns with self-employment tax 410
Self-employment tax amount $1,705,000
Number of returns with total tax payments 2,110
Total tax payments amount $39,549,000
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 180
Refundable education credit amount $176,000
Number of returns with income tax 2,130
Income tax amount [10] $36,343,000
Number of returns with tax liability 2,140
Total tax liability amount [11] $38,303,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 890
Tax due at time of filing amount [12] $4,773,000
Number of returns with overpayments refunded 1,150
Overpayments refunded amount [13] $5,257,000
Number of returns with credit to next year’s estimated tax 120
Credited to next year’s estimated tax amount $676,000

Adjusted Gross Income: $200,000 or more

Number of returns 540
Number of single returns 70
Number of joint returns 450
Number of head of household returns 0
Number of returns with paid preparer's signature 380
Number of exemptions 1,400
Number of dependents 410
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] 240
Adjust gross income (AGI) [5] $241,493,000
Number of returns with total income 540
Salaries and wages amount $246,699,000
Number of returns with salaries and wages 420
Salaries and wages amount $86,238
Number of returns with taxable interest 400
Taxable interest amount $4,213
Number of returns with ordinary dividends 310
Ordinary dividends amount $10,752,000
Number of returns with qualified dividends 290
Qualified dividends amount [6] $5,349
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 $11,305,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $38,693,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $6,256,000
Number of returns with taxable pensions and annuities 160
Taxable pensions and annuities amount $10,149,000
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 170
Taxable Social Security benefits amount $4,248,000
Number of returns with partnership/S-corp net income (less loss) 200
Partnership/S-corp net income (less loss) amount $30,483,000
Number of returns with total statutory adjustments 240
Total statutory adjustments amount $5,206,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $473,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $780,000
Number of returns with IRA payments 20
IRA payments amount $223,000
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 410
Total itemized deductions amount $23,812,000
Amount of AGI for itemized returns $190,412,000
Number of returns with State and local income taxes 30
State and local income taxes amount $436,000
Number of returns with State and local general sales tax 360
State and local general sales tax amount $1,131,000
Number of returns with real estate taxes 390
Real estate taxes amount $4,163,000
Number of returns with taxes paid 410
Taxes paid amount $5,782,000
Number of returns with mortgage interest paid 290
Mortgage interest paid amount $2,958,000
Number of returns with contributions 370
Contributions amount $14,308,000
Number of returns with taxable income 540
Taxable income amount $212,037,000
Number of returns with income tax before credits 540
Income tax before credits amount $55,935,000
Number of returns with alternative minimum tax 180
Alternative minimum tax amount $819,000
Number of returns with total tax credits 220
Total tax credits amount $823,000
Number of returns with foreign tax credit 170
Foreign tax credit amount $301,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $21,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 170
Self-employment tax amount $1,334,000
Number of returns with total tax payments 530
Total tax payments amount $57,069,000
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 530
Income tax amount [10] $54,688,000
Number of returns with tax liability 540
Total tax liability amount [11] $58,407,000
Number of returns with net investment income tax 280
Net investment income tax $1,912,000
Number of returns with tax due at time of filing 300
Tax due at time of filing amount [12] $10,148,000
Number of returns with overpayments refunded 150
Overpayments refunded amount [13] $1,861,000
Number of returns with credit to next year’s estimated tax 100
Credited to next year’s estimated tax amount $6,876,000

[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.