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ZIP Code Database - Facts & Stats

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ZIP Code 80513 Income Tax Stats

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

ZIP Code 80513 Data

Zip Code:80513
City:Berthoud
State:CO [Colorado]
Counties: LARIMER, CO
City Alias(es):Berthoud
Area Code:970
Time Zone: Mountain (GMT -07:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


80513 Income Tax Overview

Total Number of Tax Returns for ZIP Code 80513 [1] 6,930
Total Number of Single Tax Returns for ZIP Code 80513 3,050
Total Number of Joint Tax Returns for ZIP Code 80513 3,450
Total Number of Dependents for ZIP Code 80513 3,980
Total Adjusted Gross Income for ZIP Code 80513 $612,250,000
Average Income per Person for ZIP Code 80513 $59,465
Average Income per Household for ZIP Code 80513 $88,348

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 1,840
Number of single returns 1,430
Number of joint returns 240
Number of head of household returns 140
Number of returns with paid preparer's signature 660
Number of exemptions 1,910
Number of dependents 340
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
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] 190
Number of elderly returns [4] 430
Adjust gross income (AGI) [5] $21,884,000
Number of returns with total income 1,840
Salaries and wages amount $22,546,000
Number of returns with salaries and wages 1,360
Salaries and wages amount $15,873
Number of returns with taxable interest 380
Taxable interest amount $206
Number of returns with ordinary dividends 240
Ordinary dividends amount $447,000
Number of returns with qualified dividends 220
Qualified dividends amount [6] $270
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $25
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $2,322,000
Number of returns with net capital gain (less loss) 220
Net capital gain (less loss) amount $168,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $1,187,000
Number of returns with taxable pensions and annuities 260
Taxable pensions and annuities amount $1,963,000
Number of farm returns 40
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $155,000
Number of returns with taxable Social Security benefits 100
Taxable Social Security benefits amount $176,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $82,000
Number of returns with total statutory adjustments 390
Total statutory adjustments amount $662,000
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 50
Self-employment health insurance deduction amount $207,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 100
Student loan interest deduction amount $73,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $75,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 160
Total itemized deductions amount $2,707,000
Amount of AGI for itemized returns $2,327,000
Number of returns with State and local income taxes 60
State and local income taxes amount $88,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $34,000
Number of returns with real estate taxes 120
Real estate taxes amount $255,000
Number of returns with taxes paid 160
Taxes paid amount $422,000
Number of returns with mortgage interest paid 110
Mortgage interest paid amount $991,000
Number of returns with contributions 120
Contributions amount $235,000
Number of returns with taxable income 890
Taxable income amount $5,448,000
Number of returns with income tax before credits 870
Income tax before credits amount $570,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 200
Total tax credits amount $68,000
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 70
Nonrefundable education credit amount $41,000
Number of returns with retirement savings contribution credit 60
Retirement savings contribution credit amount $9,000
Number of returns with child tax credit 30
Child tax credit amount $12,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 270
Self-employment tax amount $426,000
Number of returns with total tax payments 1,580
Total tax payments amount $2,555,000
Number of returns with earned income credit 410
Earned income credit amount [8] $733,000
Number of returns with excess earned income credit 320
Excess earned income credit (refundable) amount [9] $612,000
Number of returns with additional child tax credit 160
Additional child tax credit amount $189,000
Number of returns with refundable education credit 80
Refundable education credit amount $65,000
Number of returns with income tax 750
Income tax amount [10] $503,000
Number of returns with tax liability 970
Total tax liability amount [11] $963,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 280
Tax due at time of filing amount [12] $280,000
Number of returns with overpayments refunded 1,390
Overpayments refunded amount [13] $1,856,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $43,000

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

Number of returns 1,270
Number of single returns 710
Number of joint returns 330
Number of head of household returns 180
Number of returns with paid preparer's signature 530
Number of exemptions 2,160
Number of dependents 560
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 180
Number of elderly returns [4] 320
Adjust gross income (AGI) [5] $46,463,000
Number of returns with total income 1,270
Salaries and wages amount $47,675,000
Number of returns with salaries and wages 1,050
Salaries and wages amount $35,912
Number of returns with taxable interest 290
Taxable interest amount $262
Number of returns with ordinary dividends 190
Ordinary dividends amount $603,000
Number of returns with qualified dividends 170
Qualified dividends amount [6] $394
Number of returns with state and local income tax refunds 100
State and local income tax refunds amount $66
Number of returns with business or professional net income (less loss) 220
Business or professional net income (less loss) amount $2,330,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $458,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $1,416,000
Number of returns with taxable pensions and annuities 220
Taxable pensions and annuities amount $3,620,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $157,000
Number of returns with taxable Social Security benefits 210
Taxable Social Security benefits amount $1,475,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $934,000
Number of returns with total statutory adjustments 400
Total statutory adjustments amount $1,212,000
Number of returns with educator expenses 30
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 50
Self-employment health insurance deduction amount $234,000
Number of returns with IRA payments 40
IRA payments amount $161,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $192,000
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 280
Total itemized deductions amount $4,721,000
Amount of AGI for itemized returns $10,723,000
Number of returns with State and local income taxes 200
State and local income taxes amount $325,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $50,000
Number of returns with real estate taxes 240
Real estate taxes amount $480,000
Number of returns with taxes paid 280
Taxes paid amount $932,000
Number of returns with mortgage interest paid 210
Mortgage interest paid amount $1,670,000
Number of returns with contributions 210
Contributions amount $563,000
Number of returns with taxable income 1,210
Taxable income amount $24,894,000
Number of returns with income tax before credits 1,200
Income tax before credits amount $3,065,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 420
Total tax credits amount $349,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $24,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $70,000
Number of returns with retirement savings contribution credit 150
Retirement savings contribution credit amount $27,000
Number of returns with child tax credit 220
Child tax credit amount $213,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 160
Self-employment tax amount $444,000
Number of returns with total tax payments 1,210
Total tax payments amount $4,986,000
Number of returns with earned income credit 230
Earned income credit amount [8] $435,000
Number of returns with excess earned income credit 160
Excess earned income credit (refundable) amount [9] $319,000
Number of returns with additional child tax credit 150
Additional child tax credit amount $211,000
Number of returns with refundable education credit 50
Refundable education credit amount $40,000
Number of returns with income tax 1,070
Income tax amount [10] $2,716,000
Number of returns with tax liability 1,140
Total tax liability amount [11] $3,243,000
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] $465,000
Number of returns with overpayments refunded 990
Overpayments refunded amount [13] $2,173,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 960
Number of single returns 350
Number of joint returns 490
Number of head of household returns 90
Number of returns with paid preparer's signature 480
Number of exemptions 2,040
Number of dependents 590
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] 320
Adjust gross income (AGI) [5] $60,161,000
Number of returns with total income 960
Salaries and wages amount $61,534,000
Number of returns with salaries and wages 790
Salaries and wages amount $42,685
Number of returns with taxable interest 360
Taxable interest amount $422
Number of returns with ordinary dividends 250
Ordinary dividends amount $995,000
Number of returns with qualified dividends 230
Qualified dividends amount [6] $645
Number of returns with state and local income tax refunds 200
State and local income tax refunds amount $124
Number of returns with business or professional net income (less loss) 220
Business or professional net income (less loss) amount $2,190,000
Number of returns with net capital gain (less loss) 230
Net capital gain (less loss) amount $1,215,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $2,181,000
Number of returns with taxable pensions and annuities 240
Taxable pensions and annuities amount $5,906,000
Number of farm returns 50
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $208,000
Number of returns with taxable Social Security benefits 230
Taxable Social Security benefits amount $3,582,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,394,000
Number of returns with total statutory adjustments 380
Total statutory adjustments amount $1,373,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $401,000
Number of returns with IRA payments 40
IRA payments amount $196,000
Number of returns with student loan interest deduction 140
Student loan interest deduction amount $155,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $76,000
Number of returns with itemized deductions 430
Total itemized deductions amount $8,656,000
Amount of AGI for itemized returns $27,393,000
Number of returns with State and local income taxes 370
State and local income taxes amount $918,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $73,000
Number of returns with real estate taxes 380
Real estate taxes amount $777,000
Number of returns with taxes paid 430
Taxes paid amount $1,900,000
Number of returns with mortgage interest paid 360
Mortgage interest paid amount $3,355,000
Number of returns with contributions 320
Contributions amount $897,000
Number of returns with taxable income 950
Taxable income amount $38,329,000
Number of returns with income tax before credits 950
Income tax before credits amount $5,311,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 370
Total tax credits amount $530,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $18,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $57,000
Number of returns with retirement savings contribution credit 50
Retirement savings contribution credit amount $9,000
Number of returns with child tax credit 240
Child tax credit amount $385,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 180
Self-employment tax amount $499,000
Number of returns with total tax payments 930
Total tax payments amount $6,561,000
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 60
Additional child tax credit amount $86,000
Number of returns with refundable education credit 30
Refundable education credit amount $30,000
Number of returns with income tax 890
Income tax amount [10] $4,781,000
Number of returns with tax liability 920
Total tax liability amount [11] $5,315,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 290
Tax due at time of filing amount [12] $776,000
Number of returns with overpayments refunded 660
Overpayments refunded amount [13] $1,896,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $87,000

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

Number of returns 830
Number of single returns 170
Number of joint returns 600
Number of head of household returns 50
Number of returns with paid preparer's signature 430
Number of exemptions 2,040
Number of dependents 620
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] 50
Number of elderly returns [4] 270
Adjust gross income (AGI) [5] $72,188,000
Number of returns with total income 830
Salaries and wages amount $73,562,000
Number of returns with salaries and wages 700
Salaries and wages amount $51,491
Number of returns with taxable interest 350
Taxable interest amount $254
Number of returns with ordinary dividends 250
Ordinary dividends amount $682,000
Number of returns with qualified dividends 230
Qualified dividends amount [6] $438
Number of returns with state and local income tax refunds 250
State and local income tax refunds amount $158
Number of returns with business or professional net income (less loss) 180
Business or professional net income (less loss) amount $2,874,000
Number of returns with net capital gain (less loss) 230
Net capital gain (less loss) amount $1,342,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $2,949,000
Number of returns with taxable pensions and annuities 230
Taxable pensions and annuities amount $6,516,000
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $3,809,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $2,479,000
Number of returns with total statutory adjustments 320
Total statutory adjustments amount $1,374,000
Number of returns with educator expenses 30
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $233,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $291,000
Number of returns with IRA payments 40
IRA payments amount $239,000
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $153,000
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 500
Total itemized deductions amount $9,999,000
Amount of AGI for itemized returns $43,712,000
Number of returns with State and local income taxes 470
State and local income taxes amount $1,495,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $39,000
Number of returns with real estate taxes 460
Real estate taxes amount $1,012,000
Number of returns with taxes paid 500
Taxes paid amount $2,724,000
Number of returns with mortgage interest paid 440
Mortgage interest paid amount $4,150,000
Number of returns with contributions 400
Contributions amount $1,355,000
Number of returns with taxable income 830
Taxable income amount $49,912,000
Number of returns with income tax before credits 830
Income tax before credits amount $7,253,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 360
Total tax credits amount $601,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $26,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $77,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 250
Child tax credit amount $445,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $43,000
Number of returns with self-employment tax 140
Self-employment tax amount $525,000
Number of returns with total tax payments 820
Total tax payments amount $8,152,000
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 40
Refundable education credit amount $33,000
Number of returns with income tax 820
Income tax amount [10] $6,651,000
Number of returns with tax liability 820
Total tax liability amount [11] $7,245,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 290
Tax due at time of filing amount [12] $1,009,000
Number of returns with overpayments refunded 520
Overpayments refunded amount [13] $1,766,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $138,000

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

Number of returns 1,520
Number of single returns 140
Number of joint returns 1,340
Number of head of household returns 40
Number of returns with paid preparer's signature 790
Number of exemptions 4,260
Number of dependents 1,400
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] 90
Number of elderly returns [4] 480
Adjust gross income (AGI) [5] $209,755,000
Number of returns with total income 1,520
Salaries and wages amount $212,836,000
Number of returns with salaries and wages 1,350
Salaries and wages amount $154,334
Number of returns with taxable interest 810
Taxable interest amount $909
Number of returns with ordinary dividends 580
Ordinary dividends amount $2,197,000
Number of returns with qualified dividends 540
Qualified dividends amount [6] $1,516
Number of returns with state and local income tax refunds 670
State and local income tax refunds amount $544
Number of returns with business or professional net income (less loss) 350
Business or professional net income (less loss) amount $5,800,000
Number of returns with net capital gain (less loss) 540
Net capital gain (less loss) amount $7,046,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $7,123,000
Number of returns with taxable pensions and annuities 440
Taxable pensions and annuities amount $17,372,000
Number of farm returns 70
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $177,000
Number of returns with taxable Social Security benefits 300
Taxable Social Security benefits amount $6,196,000
Number of returns with partnership/S-corp net income (less loss) 250
Partnership/S-corp net income (less loss) amount $7,531,000
Number of returns with total statutory adjustments 680
Total statutory adjustments amount $3,081,000
Number of returns with educator expenses 90
Educator expenses amount $22,000
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 $856,000
Number of returns with IRA payments 80
IRA payments amount $537,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $265,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $46,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $81,000
Number of returns with itemized deductions 1,210
Total itemized deductions amount $29,590,000
Amount of AGI for itemized returns $168,926,000
Number of returns with State and local income taxes 1,160
State and local income taxes amount $6,221,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $101,000
Number of returns with real estate taxes 1,140
Real estate taxes amount $3,202,000
Number of returns with taxes paid 1,210
Taxes paid amount $10,115,000
Number of returns with mortgage interest paid 1,080
Mortgage interest paid amount $11,203,000
Number of returns with contributions 1,050
Contributions amount $4,714,000
Number of returns with taxable income 1,520
Taxable income amount $158,844,000
Number of returns with income tax before credits 1,520
Income tax before credits amount $27,015,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 660
Total tax credits amount $900,000
Number of returns with foreign tax credit 200
Foreign tax credit amount $19,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $66,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $199,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 310
Child tax credit amount $468,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $72,000
Number of returns with self-employment tax 270
Self-employment tax amount $1,027,000
Number of returns with total tax payments 1,510
Total tax payments amount $28,803,000
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 130
Refundable education credit amount $123,000
Number of returns with income tax 1,510
Income tax amount [10] $26,114,000
Number of returns with tax liability 1,520
Total tax liability amount [11] $27,366,000
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] $2,822,000
Number of returns with overpayments refunded 880
Overpayments refunded amount [13] $3,886,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $340,000

Adjusted Gross Income: $200,000 or more

Number of returns 510
Number of single returns 50
Number of joint returns 450
Number of head of household returns 0
Number of returns with paid preparer's signature 340
Number of exemptions 1,430
Number of dependents 470
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] 170
Adjust gross income (AGI) [5] $201,799,000
Number of returns with total income 510
Salaries and wages amount $206,635,000
Number of returns with salaries and wages 440
Salaries and wages amount $96,319
Number of returns with taxable interest 390
Taxable interest amount $1,495
Number of returns with ordinary dividends 310
Ordinary dividends amount $4,275,000
Number of returns with qualified dividends 300
Qualified dividends amount [6] $2,774
Number of returns with state and local income tax refunds 240
State and local income tax refunds amount $555
Number of returns with business or professional net income (less loss) 140
Business or professional net income (less loss) amount $7,982,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $41,420,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $4,281,000
Number of returns with taxable pensions and annuities 120
Taxable pensions and annuities amount $4,937,000
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 80
Taxable Social Security benefits amount $1,841,000
Number of returns with partnership/S-corp net income (less loss) 200
Partnership/S-corp net income (less loss) amount $35,514,000
Number of returns with total statutory adjustments 220
Total statutory adjustments amount $4,836,000
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 $994,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $1,025,000
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 50
Domestic production activities deduction amount $1,665,000
Number of returns with itemized deductions 480
Total itemized deductions amount $22,085,000
Amount of AGI for itemized returns $191,165,000
Number of returns with State and local income taxes 470
State and local income taxes amount $8,160,000
Number of returns with State and local general sales tax 0
State and local general sales tax amount $0
Number of returns with real estate taxes 450
Real estate taxes amount $1,914,000
Number of returns with taxes paid 480
Taxes paid amount $10,446,000
Number of returns with mortgage interest paid 380
Mortgage interest paid amount $4,776,000
Number of returns with contributions 430
Contributions amount $4,730,000
Number of returns with taxable income 510
Taxable income amount $175,053,000
Number of returns with income tax before credits 510
Income tax before credits amount $42,842,000
Number of returns with alternative minimum tax 220
Alternative minimum tax amount $910,000
Number of returns with total tax credits 190
Total tax credits amount $270,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $50,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $11,000
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 120
Self-employment tax amount $950,000
Number of returns with total tax payments 500
Total tax payments amount $41,142,000
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 510
Income tax amount [10] $42,572,000
Number of returns with tax liability 510
Total tax liability amount [11] $44,799,000
Number of returns with net investment income tax 250
Net investment income tax $888,000
Number of returns with tax due at time of filing 280
Tax due at time of filing amount [12] $7,655,000
Number of returns with overpayments refunded 170
Overpayments refunded amount [13] $1,950,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $1,987,000

[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.