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ZIP Code Database - Facts & Stats

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ZIP Code 83201 Income Tax Stats

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

ZIP Code 83201 Data

Zip Code:83201
City:Pocatello
State:ID [Idaho]
Counties: BANNOCK, ID
City Alias(es):Pocatello
Area Code:208
Time Zone: Mountain (GMT -07:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





83201 Income Tax Overview

Total Number of Tax Returns for ZIP Code 83201 [1] 15,460
Total Number of Single Tax Returns for ZIP Code 83201 6,200
Total Number of Joint Tax Returns for ZIP Code 83201 6,490
Total Number of Dependents for ZIP Code 83201 10,680
Total Adjusted Gross Income for ZIP Code 83201 $831,730,000
Average Income per Person for ZIP Code 83201 $22,359
Average Income per Household for ZIP Code 83201 $53,799

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 6,080
Number of single returns 4,360
Number of joint returns 840
Number of head of household returns 820
Number of returns with paid preparer's signature 2,150
Number of exemptions 8,040
Number of dependents 2,030
Total number of volunteer prepared returns [5] 260
Number of volunteer income tax assistance (VITA) prepared returns [3] 100
Number of tax counseling for the elderly (TCE) prepared returns [3] 160
Number of volunteer prepared returns with Earned Income Credit 40
Number of refund anticipation check returns [3] 1,060
Number of elderly returns [4] 1,040
Adjust gross income (AGI) [5] $78,103,000
Number of returns with total income 6,080
Salaries and wages amount $79,241,000
Number of returns with salaries and wages 5,120
Salaries and wages amount $64,804
Number of returns with taxable interest 720
Taxable interest amount $500
Number of returns with ordinary dividends 330
Ordinary dividends amount $531,000
Number of returns with qualified dividends 290
Qualified dividends amount [6] $332
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $44
Number of returns with business or professional net income (less loss) 610
Business or professional net income (less loss) amount $3,573,000
Number of returns with net capital gain (less loss) 310
Net capital gain (less loss) amount $221,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $1,682,000
Number of returns with taxable pensions and annuities 750
Taxable pensions and annuities amount $7,166,000
Number of farm returns 0
Number of returns with unemployment compensation 150
Unemployment compensation amount [7] $387,000
Number of returns with taxable Social Security benefits 270
Taxable Social Security benefits amount $489,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $310,000
Number of returns with total statutory adjustments 900
Total statutory adjustments amount $1,138,000
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 $117,000
Number of returns with IRA payments 30
IRA payments amount $83,000
Number of returns with student loan interest deduction 280
Student loan interest deduction amount $187,000
Number of returns with tuition and fees deduction 90
Tuition and fees deduction amount $269,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 300
Total itemized deductions amount $4,790,000
Amount of AGI for itemized returns $4,665,000
Number of returns with State and local income taxes 110
State and local income taxes amount $121,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $100,000
Number of returns with real estate taxes 250
Real estate taxes amount $554,000
Number of returns with taxes paid 300
Taxes paid amount $808,000
Number of returns with mortgage interest paid 170
Mortgage interest paid amount $917,000
Number of returns with contributions 220
Contributions amount $603,000
Number of returns with taxable income 2,880
Taxable income amount $17,236,000
Number of returns with income tax before credits 2,920
Income tax before credits amount $1,847,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 940
Total tax credits amount $372,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $13,000
Number of returns with nonrefundable education credit 450
Nonrefundable education credit amount $249,000
Number of returns with retirement savings contribution credit 310
Retirement savings contribution credit amount $55,000
Number of returns with child tax credit 160
Child tax credit amount $50,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 490
Self-employment tax amount $653,000
Number of returns with total tax payments 5,630
Total tax payments amount $11,414,000
Number of returns with earned income credit 2,000
Earned income credit amount [8] $4,578,000
Number of returns with excess earned income credit 1,790
Excess earned income credit (refundable) amount [9] $4,182,000
Number of returns with additional child tax credit 1,000
Additional child tax credit amount $1,184,000
Number of returns with refundable education credit 680
Refundable education credit amount $617,000
Number of returns with income tax 2,310
Income tax amount [10] $1,475,000
Number of returns with tax liability 2,780
Total tax liability amount [11] $2,252,000
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] $331,000
Number of returns with overpayments refunded 5,270
Overpayments refunded amount [13] $9,417,000
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 3,900
Number of single returns 1,770
Number of joint returns 1,450
Number of head of household returns 610
Number of returns with paid preparer's signature 1,670
Number of exemptions 8,060
Number of dependents 2,710
Total number of volunteer prepared returns [5] 150
Number of volunteer income tax assistance (VITA) prepared returns [3] 70
Number of tax counseling for the elderly (TCE) prepared returns [3] 70
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 700
Number of elderly returns [4] 810
Adjust gross income (AGI) [5] $140,774,000
Number of returns with total income 3,900
Salaries and wages amount $142,369,000
Number of returns with salaries and wages 3,400
Salaries and wages amount $115,750
Number of returns with taxable interest 770
Taxable interest amount $497
Number of returns with ordinary dividends 360
Ordinary dividends amount $651,000
Number of returns with qualified dividends 330
Qualified dividends amount [6] $419
Number of returns with state and local income tax refunds 300
State and local income tax refunds amount $181
Number of returns with business or professional net income (less loss) 480
Business or professional net income (less loss) amount $2,874,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $751,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $2,893,000
Number of returns with taxable pensions and annuities 710
Taxable pensions and annuities amount $12,660,000
Number of farm returns 30
Number of returns with unemployment compensation 200
Unemployment compensation amount [7] $720,000
Number of returns with taxable Social Security benefits 640
Taxable Social Security benefits amount $4,199,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $786,000
Number of returns with total statutory adjustments 1,050
Total statutory adjustments amount $1,595,000
Number of returns with educator expenses 100
Educator expenses amount $23,000
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 $266,000
Number of returns with IRA payments 60
IRA payments amount $168,000
Number of returns with student loan interest deduction 600
Student loan interest deduction amount $529,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $71,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 680
Total itemized deductions amount $9,611,000
Amount of AGI for itemized returns $26,386,000
Number of returns with State and local income taxes 490
State and local income taxes amount $965,000
Number of returns with State and local general sales tax 170
State and local general sales tax amount $184,000
Number of returns with real estate taxes 580
Real estate taxes amount $1,018,000
Number of returns with taxes paid 680
Taxes paid amount $2,242,000
Number of returns with mortgage interest paid 510
Mortgage interest paid amount $2,295,000
Number of returns with contributions 470
Contributions amount $1,604,000
Number of returns with taxable income 3,730
Taxable income amount $68,885,000
Number of returns with income tax before credits 3,720
Income tax before credits amount $8,423,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,770
Total tax credits amount $1,514,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $78,000
Number of returns with nonrefundable education credit 430
Nonrefundable education credit amount $411,000
Number of returns with retirement savings contribution credit 680
Retirement savings contribution credit amount $137,000
Number of returns with child tax credit 920
Child tax credit amount $863,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $18,000
Number of returns with self-employment tax 340
Self-employment tax amount $608,000
Number of returns with total tax payments 3,840
Total tax payments amount $15,481,000
Number of returns with earned income credit 1,100
Earned income credit amount [8] $2,484,000
Number of returns with excess earned income credit 910
Excess earned income credit (refundable) amount [9] $2,057,000
Number of returns with additional child tax credit 810
Additional child tax credit amount $1,357,000
Number of returns with refundable education credit 280
Refundable education credit amount $252,000
Number of returns with income tax 2,950
Income tax amount [10] $6,909,000
Number of returns with tax liability 3,200
Total tax liability amount [11] $7,771,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 650
Tax due at time of filing amount [12] $779,000
Number of returns with overpayments refunded 3,220
Overpayments refunded amount [13] $8,412,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $108,000

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

Number of returns 2,260
Number of single returns 580
Number of joint returns 1,440
Number of head of household returns 210
Number of returns with paid preparer's signature 1,190
Number of exemptions 5,970
Number of dependents 2,270
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] 250
Number of elderly returns [4] 570
Adjust gross income (AGI) [5] $138,624,000
Number of returns with total income 2,260
Salaries and wages amount $140,409,000
Number of returns with salaries and wages 1,920
Salaries and wages amount $107,873
Number of returns with taxable interest 700
Taxable interest amount $713
Number of returns with ordinary dividends 320
Ordinary dividends amount $1,091,000
Number of returns with qualified dividends 290
Qualified dividends amount [6] $752
Number of returns with state and local income tax refunds 400
State and local income tax refunds amount $296
Number of returns with business or professional net income (less loss) 390
Business or professional net income (less loss) amount $3,096,000
Number of returns with net capital gain (less loss) 320
Net capital gain (less loss) amount $937,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $2,677,000
Number of returns with taxable pensions and annuities 560
Taxable pensions and annuities amount $14,112,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $467,000
Number of returns with taxable Social Security benefits 470
Taxable Social Security benefits amount $7,120,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $1,754,000
Number of returns with total statutory adjustments 800
Total statutory adjustments amount $1,785,000
Number of returns with educator expenses 80
Educator expenses amount $19,000
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 $340,000
Number of returns with IRA payments 70
IRA payments amount $293,000
Number of returns with student loan interest deduction 430
Student loan interest deduction amount $493,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $50,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 840
Total itemized deductions amount $13,919,000
Amount of AGI for itemized returns $52,077,000
Number of returns with State and local income taxes 710
State and local income taxes amount $2,071,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $160,000
Number of returns with real estate taxes 730
Real estate taxes amount $1,415,000
Number of returns with taxes paid 830
Taxes paid amount $3,716,000
Number of returns with mortgage interest paid 650
Mortgage interest paid amount $3,231,000
Number of returns with contributions 640
Contributions amount $3,239,000
Number of returns with taxable income 2,250
Taxable income amount $84,312,000
Number of returns with income tax before credits 2,240
Income tax before credits amount $11,373,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,190
Total tax credits amount $1,951,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $81,000
Number of returns with nonrefundable education credit 260
Nonrefundable education credit amount $287,000
Number of returns with retirement savings contribution credit 270
Retirement savings contribution credit amount $47,000
Number of returns with child tax credit 870
Child tax credit amount $1,450,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $56,000
Number of returns with self-employment tax 280
Self-employment tax amount $663,000
Number of returns with total tax payments 2,220
Total tax payments amount $13,305,000
Number of returns with earned income credit 30
Earned income credit amount [8] $13,000
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 230
Additional child tax credit amount $388,000
Number of returns with refundable education credit 150
Refundable education credit amount $132,000
Number of returns with income tax 2,000
Income tax amount [10] $9,422,000
Number of returns with tax liability 2,080
Total tax liability amount [11] $10,235,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 610
Tax due at time of filing amount [12] $1,222,000
Number of returns with overpayments refunded 1,610
Overpayments refunded amount [13] $4,181,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $83,000

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

Number of returns 1,400
Number of single returns 220
Number of joint returns 1,110
Number of head of household returns 60
Number of returns with paid preparer's signature 780
Number of exemptions 3,940
Number of dependents 1,430
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] 430
Adjust gross income (AGI) [5] $121,131,000
Number of returns with total income 1,400
Salaries and wages amount $122,486,000
Number of returns with salaries and wages 1,200
Salaries and wages amount $91,022
Number of returns with taxable interest 530
Taxable interest amount $464
Number of returns with ordinary dividends 280
Ordinary dividends amount $979,000
Number of returns with qualified dividends 250
Qualified dividends amount [6] $689
Number of returns with state and local income tax refunds 360
State and local income tax refunds amount $308
Number of returns with business or professional net income (less loss) 220
Business or professional net income (less loss) amount $1,299,000
Number of returns with net capital gain (less loss) 290
Net capital gain (less loss) amount $1,454,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $3,919,000
Number of returns with taxable pensions and annuities 400
Taxable pensions and annuities amount $13,034,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $308,000
Number of returns with taxable Social Security benefits 340
Taxable Social Security benefits amount $7,249,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $2,012,000
Number of returns with total statutory adjustments 520
Total statutory adjustments amount $1,355,000
Number of returns with educator expenses 80
Educator expenses amount $18,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $260,000
Number of returns with IRA payments 50
IRA payments amount $226,000
Number of returns with student loan interest deduction 280
Student loan interest deduction amount $348,000
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 $79,000
Number of returns with itemized deductions 720
Total itemized deductions amount $14,000,000
Amount of AGI for itemized returns $62,710,000
Number of returns with State and local income taxes 650
State and local income taxes amount $2,607,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $127,000
Number of returns with real estate taxes 670
Real estate taxes amount $1,427,000
Number of returns with taxes paid 720
Taxes paid amount $4,212,000
Number of returns with mortgage interest paid 590
Mortgage interest paid amount $3,106,000
Number of returns with contributions 630
Contributions amount $3,752,000
Number of returns with taxable income 1,400
Taxable income amount $82,642,000
Number of returns with income tax before credits 1,400
Income tax before credits amount $11,771,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 710
Total tax credits amount $1,433,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $84,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $186,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 540
Child tax credit amount $1,071,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $55,000
Number of returns with self-employment tax 150
Self-employment tax amount $335,000
Number of returns with total tax payments 1,390
Total tax payments amount $12,478,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 40
Additional child tax credit amount $58,000
Number of returns with refundable education credit 100
Refundable education credit amount $84,000
Number of returns with income tax 1,360
Income tax amount [10] $10,338,000
Number of returns with tax liability 1,370
Total tax liability amount [11] $10,772,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 430
Tax due at time of filing amount [12] $1,119,000
Number of returns with overpayments refunded 950
Overpayments refunded amount [13] $2,762,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $39,000

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

Number of returns 1,490
Number of single returns 110
Number of joint returns 1,340
Number of head of household returns 40
Number of returns with paid preparer's signature 870
Number of exemptions 4,580
Number of dependents 1,750
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] 480
Adjust gross income (AGI) [5] $196,754,000
Number of returns with total income 1,490
Salaries and wages amount $199,376,000
Number of returns with salaries and wages 1,300
Salaries and wages amount $144,839
Number of returns with taxable interest 770
Taxable interest amount $1,305
Number of returns with ordinary dividends 490
Ordinary dividends amount $2,556,000
Number of returns with qualified dividends 450
Qualified dividends amount [6] $1,926
Number of returns with state and local income tax refunds 520
State and local income tax refunds amount $463
Number of returns with business or professional net income (less loss) 340
Business or professional net income (less loss) amount $3,749,000
Number of returns with net capital gain (less loss) 490
Net capital gain (less loss) amount $5,214,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $4,787,000
Number of returns with taxable pensions and annuities 450
Taxable pensions and annuities amount $19,100,000
Number of farm returns 30
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $188,000
Number of returns with taxable Social Security benefits 350
Taxable Social Security benefits amount $8,051,000
Number of returns with partnership/S-corp net income (less loss) 230
Partnership/S-corp net income (less loss) amount $6,945,000
Number of returns with total statutory adjustments 650
Total statutory adjustments amount $2,622,000
Number of returns with educator expenses 100
Educator expenses amount $27,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $614,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $744,000
Number of returns with IRA payments 80
IRA payments amount $447,000
Number of returns with student loan interest deduction 240
Student loan interest deduction amount $314,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $59,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,150
Total itemized deductions amount $28,918,000
Amount of AGI for itemized returns $154,512,000
Number of returns with State and local income taxes 1,090
State and local income taxes amount $7,666,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $114,000
Number of returns with real estate taxes 1,110
Real estate taxes amount $3,302,000
Number of returns with taxes paid 1,150
Taxes paid amount $11,210,000
Number of returns with mortgage interest paid 940
Mortgage interest paid amount $5,891,000
Number of returns with contributions 1,040
Contributions amount $8,395,000
Number of returns with taxable income 1,490
Taxable income amount $144,849,000
Number of returns with income tax before credits 1,490
Income tax before credits amount $23,937,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $91,000
Number of returns with total tax credits 690
Total tax credits amount $1,166,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $17,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $76,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $222,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 420
Child tax credit amount $731,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $107,000
Number of returns with self-employment tax 240
Self-employment tax amount $769,000
Number of returns with total tax payments 1,470
Total tax payments amount $24,299,000
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 $134,000
Number of returns with income tax 1,480
Income tax amount [10] $22,771,000
Number of returns with tax liability 1,480
Total tax liability amount [11] $23,757,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 610
Tax due at time of filing amount [12] $2,808,000
Number of returns with overpayments refunded 830
Overpayments refunded amount [13] $3,036,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $305,000

Adjusted Gross Income: $200,000 or more

Number of returns 330
Number of single returns 20
Number of joint returns 310
Number of head of household returns 0
Number of returns with paid preparer's signature 250
Number of exemptions 1,130
Number of dependents 490
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 0
Number of elderly returns [4] 100
Adjust gross income (AGI) [5] $156,344,000
Number of returns with total income 330
Salaries and wages amount $159,133,000
Number of returns with salaries and wages 300
Salaries and wages amount $66,499
Number of returns with taxable interest 250
Taxable interest amount $1,397
Number of returns with ordinary dividends 160
Ordinary dividends amount $2,268,000
Number of returns with qualified dividends 160
Qualified dividends amount [6] $1,699
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $470
Number of returns with business or professional net income (less loss) 90
Business or professional net income (less loss) amount $4,437,000
Number of returns with net capital gain (less loss) 180
Net capital gain (less loss) amount $29,066,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $1,882,000
Number of returns with taxable pensions and annuities 70
Taxable pensions and annuities amount $4,116,000
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 50
Taxable Social Security benefits amount $1,398,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $26,854,000
Number of returns with total statutory adjustments 170
Total statutory adjustments amount $2,789,000
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 70
Self-employment health insurance deduction amount $896,000
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 30
Domestic production activities deduction amount $532,000
Number of returns with itemized deductions 320
Total itemized deductions amount $22,709,000
Amount of AGI for itemized returns $153,497,000
Number of returns with State and local income taxes 320
State and local income taxes amount $9,736,000
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 310
Real estate taxes amount $1,583,000
Number of returns with taxes paid 320
Taxes paid amount $11,385,000
Number of returns with mortgage interest paid 250
Mortgage interest paid amount $2,357,000
Number of returns with contributions 310
Contributions amount $10,199,000
Number of returns with taxable income 330
Taxable income amount $130,281,000
Number of returns with income tax before credits 330
Income tax before credits amount $31,350,000
Number of returns with alternative minimum tax 170
Alternative minimum tax amount $1,196,000
Number of returns with total tax credits 120
Total tax credits amount $348,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $17,000
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 100
Self-employment tax amount $876,000
Number of returns with total tax payments 330
Total tax payments amount $31,074,000
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 330
Income tax amount [10] $31,002,000
Number of returns with tax liability 330
Total tax liability amount [11] $32,967,000
Number of returns with net investment income tax 160
Net investment income tax $506,000
Number of returns with tax due at time of filing 160
Tax due at time of filing amount [12] $3,521,000
Number of returns with overpayments refunded 130
Overpayments refunded amount [13] $2,158,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $1,235,000

[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.