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ZIP Code Database - Facts & Stats

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ZIP Code 83404 Income Tax Stats

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

ZIP Code 83404 Data

Zip Code:83404
City:Idaho Falls
State:ID [Idaho]
Counties: BONNEVILLE, ID
City Alias(es):Idaho Falls
Area Code:208
Time Zone: Mountain (GMT -07:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





83404 Income Tax Overview

Total Number of Tax Returns for ZIP Code 83404 [1] 10,490
Total Number of Single Tax Returns for ZIP Code 83404 4,660
Total Number of Joint Tax Returns for ZIP Code 83404 5,190
Total Number of Dependents for ZIP Code 83404 7,760
Total Adjusted Gross Income for ZIP Code 83404 $793,293,000
Average Income per Person for ZIP Code 83404 $36,716
Average Income per Household for ZIP Code 83404 $75,624

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 3,420
Number of single returns 2,440
Number of joint returns 520
Number of head of household returns 440
Number of returns with paid preparer's signature 1,360
Number of exemptions 4,400
Number of dependents 1,130
Total number of volunteer prepared returns [5] 350
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 350
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 460
Number of elderly returns [4] 780
Adjust gross income (AGI) [5] $41,568,000
Number of returns with total income 3,420
Salaries and wages amount $42,262,000
Number of returns with salaries and wages 2,680
Salaries and wages amount $32,095
Number of returns with taxable interest 550
Taxable interest amount $503
Number of returns with ordinary dividends 360
Ordinary dividends amount $790,000
Number of returns with qualified dividends 320
Qualified dividends amount [6] $450
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $37
Number of returns with business or professional net income (less loss) 380
Business or professional net income (less loss) amount $2,344,000
Number of returns with net capital gain (less loss) 350
Net capital gain (less loss) amount $331,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $2,034,000
Number of returns with taxable pensions and annuities 490
Taxable pensions and annuities amount $4,024,000
Number of farm returns 20
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $235,000
Number of returns with taxable Social Security benefits 200
Taxable Social Security benefits amount $384,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $46,000
Number of returns with total statutory adjustments 480
Total statutory adjustments amount $694,000
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 $129,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $88,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $108,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 240
Total itemized deductions amount $3,853,000
Amount of AGI for itemized returns $3,485,000
Number of returns with State and local income taxes 70
State and local income taxes amount $160,000
Number of returns with State and local general sales tax 150
State and local general sales tax amount $118,000
Number of returns with real estate taxes 190
Real estate taxes amount $379,000
Number of returns with taxes paid 230
Taxes paid amount $770,000
Number of returns with mortgage interest paid 110
Mortgage interest paid amount $581,000
Number of returns with contributions 180
Contributions amount $489,000
Number of returns with taxable income 1,530
Taxable income amount $8,658,000
Number of returns with income tax before credits 1,520
Income tax before credits amount $923,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 430
Total tax credits amount $129,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $7,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $67,000
Number of returns with retirement savings contribution credit 160
Retirement savings contribution credit amount $27,000
Number of returns with child tax credit 80
Child tax credit amount $24,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 300
Self-employment tax amount $413,000
Number of returns with total tax payments 3,010
Total tax payments amount $6,151,000
Number of returns with earned income credit 1,020
Earned income credit amount [8] $2,547,000
Number of returns with excess earned income credit 890
Excess earned income credit (refundable) amount [9] $2,285,000
Number of returns with additional child tax credit 520
Additional child tax credit amount $655,000
Number of returns with refundable education credit 210
Refundable education credit amount $188,000
Number of returns with income tax 1,280
Income tax amount [10] $793,000
Number of returns with tax liability 1,550
Total tax liability amount [11] $1,269,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 340
Tax due at time of filing amount [12] $230,000
Number of returns with overpayments refunded 2,780
Overpayments refunded amount [13] $4,843,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $23,000

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

Number of returns 2,210
Number of single returns 950
Number of joint returns 890
Number of head of household returns 330
Number of returns with paid preparer's signature 1,030
Number of exemptions 4,760
Number of dependents 1,680
Total number of volunteer prepared returns [5] 160
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 160
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 360
Number of elderly returns [4] 570
Adjust gross income (AGI) [5] $80,843,000
Number of returns with total income 2,210
Salaries and wages amount $81,924,000
Number of returns with salaries and wages 1,800
Salaries and wages amount $60,829
Number of returns with taxable interest 490
Taxable interest amount $373
Number of returns with ordinary dividends 320
Ordinary dividends amount $750,000
Number of returns with qualified dividends 280
Qualified dividends amount [6] $448
Number of returns with state and local income tax refunds 170
State and local income tax refunds amount $112
Number of returns with business or professional net income (less loss) 330
Business or professional net income (less loss) amount $2,552,000
Number of returns with net capital gain (less loss) 290
Net capital gain (less loss) amount $777,000
Number of returns with taxable individual retirement arrangements distributions 240
Taxable individual retirement arrangements distributions amount $2,749,000
Number of returns with taxable pensions and annuities 480
Taxable pensions and annuities amount $8,630,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $331,000
Number of returns with taxable Social Security benefits 480
Taxable Social Security benefits amount $3,461,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $1,098,000
Number of returns with total statutory adjustments 570
Total statutory adjustments amount $1,081,000
Number of returns with educator expenses 60
Educator expenses amount $15,000
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 $197,000
Number of returns with IRA payments 60
IRA payments amount $243,000
Number of returns with student loan interest deduction 260
Student loan interest deduction amount $240,000
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 450
Total itemized deductions amount $6,763,000
Amount of AGI for itemized returns $17,548,000
Number of returns with State and local income taxes 290
State and local income taxes amount $559,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $152,000
Number of returns with real estate taxes 400
Real estate taxes amount $668,000
Number of returns with taxes paid 450
Taxes paid amount $1,405,000
Number of returns with mortgage interest paid 320
Mortgage interest paid amount $1,720,000
Number of returns with contributions 330
Contributions amount $1,317,000
Number of returns with taxable income 2,070
Taxable income amount $38,383,000
Number of returns with income tax before credits 2,060
Income tax before credits amount $4,702,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 980
Total tax credits amount $826,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $41,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $175,000
Number of returns with retirement savings contribution credit 360
Retirement savings contribution credit amount $77,000
Number of returns with child tax credit 560
Child tax credit amount $519,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 240
Self-employment tax amount $510,000
Number of returns with total tax payments 2,140
Total tax payments amount $8,652,000
Number of returns with earned income credit 650
Earned income credit amount [8] $1,451,000
Number of returns with excess earned income credit 540
Excess earned income credit (refundable) amount [9] $1,172,000
Number of returns with additional child tax credit 480
Additional child tax credit amount $826,000
Number of returns with refundable education credit 120
Refundable education credit amount $111,000
Number of returns with income tax 1,620
Income tax amount [10] $3,876,000
Number of returns with tax liability 1,790
Total tax liability amount [11] $4,509,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 460
Tax due at time of filing amount [12] $630,000
Number of returns with overpayments refunded 1,710
Overpayments refunded amount [13] $4,683,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $67,000

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

Number of returns 1,430
Number of single returns 440
Number of joint returns 880
Number of head of household returns 100
Number of returns with paid preparer's signature 710
Number of exemptions 3,560
Number of dependents 1,250
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] 130
Number of elderly returns [4] 490
Adjust gross income (AGI) [5] $88,456,000
Number of returns with total income 1,430
Salaries and wages amount $89,786,000
Number of returns with salaries and wages 1,100
Salaries and wages amount $60,721
Number of returns with taxable interest 500
Taxable interest amount $513
Number of returns with ordinary dividends 300
Ordinary dividends amount $1,085,000
Number of returns with qualified dividends 270
Qualified dividends amount [6] $719
Number of returns with state and local income tax refunds 240
State and local income tax refunds amount $189
Number of returns with business or professional net income (less loss) 260
Business or professional net income (less loss) amount $2,235,000
Number of returns with net capital gain (less loss) 280
Net capital gain (less loss) amount $1,063,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $3,103,000
Number of returns with taxable pensions and annuities 420
Taxable pensions and annuities amount $11,875,000
Number of farm returns 20
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $196,000
Number of returns with taxable Social Security benefits 410
Taxable Social Security benefits amount $6,562,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $1,789,000
Number of returns with total statutory adjustments 500
Total statutory adjustments amount $1,330,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $303,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $265,000
Number of returns with IRA payments 50
IRA payments amount $219,000
Number of returns with student loan interest deduction 240
Student loan interest deduction amount $277,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $34,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 560
Total itemized deductions amount $9,975,000
Amount of AGI for itemized returns $35,224,000
Number of returns with State and local income taxes 450
State and local income taxes amount $1,307,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $136,000
Number of returns with real estate taxes 500
Real estate taxes amount $990,000
Number of returns with taxes paid 560
Taxes paid amount $2,468,000
Number of returns with mortgage interest paid 420
Mortgage interest paid amount $2,313,000
Number of returns with contributions 460
Contributions amount $2,328,000
Number of returns with taxable income 1,420
Taxable income amount $54,249,000
Number of returns with income tax before credits 1,420
Income tax before credits amount $7,387,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 690
Total tax credits amount $1,082,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $41,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $137,000
Number of returns with retirement savings contribution credit 160
Retirement savings contribution credit amount $29,000
Number of returns with child tax credit 480
Child tax credit amount $831,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $14,000
Number of returns with self-employment tax 180
Self-employment tax amount $479,000
Number of returns with total tax payments 1,390
Total tax payments amount $8,371,000
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 120
Additional child tax credit amount $196,000
Number of returns with refundable education credit 70
Refundable education credit amount $67,000
Number of returns with income tax 1,300
Income tax amount [10] $6,306,000
Number of returns with tax liability 1,350
Total tax liability amount [11] $6,872,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 460
Tax due at time of filing amount [12] $947,000
Number of returns with overpayments refunded 940
Overpayments refunded amount [13] $2,355,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $68,000

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

Number of returns 1,080
Number of single returns 220
Number of joint returns 810
Number of head of household returns 40
Number of returns with paid preparer's signature 550
Number of exemptions 2,970
Number of dependents 1,090
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 60
Number of elderly returns [4] 380
Adjust gross income (AGI) [5] $93,539,000
Number of returns with total income 1,080
Salaries and wages amount $94,875,000
Number of returns with salaries and wages 870
Salaries and wages amount $65,348
Number of returns with taxable interest 470
Taxable interest amount $616
Number of returns with ordinary dividends 300
Ordinary dividends amount $1,539,000
Number of returns with qualified dividends 270
Qualified dividends amount [6] $1,054
Number of returns with state and local income tax refunds 290
State and local income tax refunds amount $228
Number of returns with business or professional net income (less loss) 220
Business or professional net income (less loss) amount $1,691,000
Number of returns with net capital gain (less loss) 280
Net capital gain (less loss) amount $1,772,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $3,812,000
Number of returns with taxable pensions and annuities 330
Taxable pensions and annuities amount $11,189,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $124,000
Number of returns with taxable Social Security benefits 300
Taxable Social Security benefits amount $6,174,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $2,292,000
Number of returns with total statutory adjustments 400
Total statutory adjustments amount $1,336,000
Number of returns with educator expenses 50
Educator expenses amount $13,000
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 $293,000
Number of returns with IRA payments 50
IRA payments amount $267,000
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $199,000
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 650
Total itemized deductions amount $12,581,000
Amount of AGI for itemized returns $56,625,000
Number of returns with State and local income taxes 570
State and local income taxes amount $2,290,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $126,000
Number of returns with real estate taxes 610
Real estate taxes amount $1,389,000
Number of returns with taxes paid 650
Taxes paid amount $3,862,000
Number of returns with mortgage interest paid 530
Mortgage interest paid amount $3,291,000
Number of returns with contributions 540
Contributions amount $3,311,000
Number of returns with taxable income 1,080
Taxable income amount $63,610,000
Number of returns with income tax before credits 1,080
Income tax before credits amount $9,176,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 540
Total tax credits amount $1,015,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $36,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $115,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 380
Child tax credit amount $833,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $5,000
Number of returns with self-employment tax 140
Self-employment tax amount $401,000
Number of returns with total tax payments 1,060
Total tax payments amount $9,831,000
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 30
Additional child tax credit amount $29,000
Number of returns with refundable education credit 70
Refundable education credit amount $58,000
Number of returns with income tax 1,060
Income tax amount [10] $8,161,000
Number of returns with tax liability 1,060
Total tax liability amount [11] $8,684,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 360
Tax due at time of filing amount [12] $1,048,000
Number of returns with overpayments refunded 690
Overpayments refunded amount [13] $2,089,000
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: $100,000 under $200,000

Number of returns 1,740
Number of single returns 170
Number of joint returns 1,520
Number of head of household returns 50
Number of returns with paid preparer's signature 970
Number of exemptions 5,140
Number of dependents 1,880
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 70
Number of elderly returns [4] 640
Adjust gross income (AGI) [5] $235,967,000
Number of returns with total income 1,740
Salaries and wages amount $239,147,000
Number of returns with salaries and wages 1,460
Salaries and wages amount $164,599
Number of returns with taxable interest 990
Taxable interest amount $1,684
Number of returns with ordinary dividends 700
Ordinary dividends amount $4,098,000
Number of returns with qualified dividends 650
Qualified dividends amount [6] $2,887
Number of returns with state and local income tax refunds 620
State and local income tax refunds amount $632
Number of returns with business or professional net income (less loss) 360
Business or professional net income (less loss) amount $4,183,000
Number of returns with net capital gain (less loss) 690
Net capital gain (less loss) amount $7,589,000
Number of returns with taxable individual retirement arrangements distributions 390
Taxable individual retirement arrangements distributions amount $10,855,000
Number of returns with taxable pensions and annuities 520
Taxable pensions and annuities amount $21,008,000
Number of farm returns 30
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $139,000
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $11,227,000
Number of returns with partnership/S-corp net income (less loss) 330
Partnership/S-corp net income (less loss) amount $12,129,000
Number of returns with total statutory adjustments 670
Total statutory adjustments amount $3,180,000
Number of returns with educator expenses 90
Educator expenses amount $24,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $855,000
Number of returns with IRA payments 90
IRA payments amount $540,000
Number of returns with student loan interest deduction 210
Student loan interest deduction amount $259,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $70,000
Returns with domestic production activities deduction 50
Domestic production activities deduction amount $229,000
Number of returns with itemized deductions 1,430
Total itemized deductions amount $36,961,000
Amount of AGI for itemized returns $197,032,000
Number of returns with State and local income taxes 1,370
State and local income taxes amount $10,134,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $162,000
Number of returns with real estate taxes 1,360
Real estate taxes amount $4,221,000
Number of returns with taxes paid 1,430
Taxes paid amount $14,636,000
Number of returns with mortgage interest paid 1,130
Mortgage interest paid amount $7,867,000
Number of returns with contributions 1,290
Contributions amount $10,923,000
Number of returns with taxable income 1,740
Taxable income amount $174,015,000
Number of returns with income tax before credits 1,740
Income tax before credits amount $28,988,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $99,000
Number of returns with total tax credits 830
Total tax credits amount $1,113,000
Number of returns with foreign tax credit 270
Foreign tax credit amount $45,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $55,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $188,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 440
Child tax credit amount $764,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $9,000
Number of returns with self-employment tax 250
Self-employment tax amount $808,000
Number of returns with total tax payments 1,730
Total tax payments amount $30,027,000
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 $116,000
Number of returns with income tax 1,730
Income tax amount [10] $27,875,000
Number of returns with tax liability 1,730
Total tax liability amount [11] $28,815,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 720
Tax due at time of filing amount [12] $3,100,000
Number of returns with overpayments refunded 950
Overpayments refunded amount [13] $3,768,000
Number of returns with credit to next year’s estimated tax 110
Credited to next year’s estimated tax amount $517,000

Adjusted Gross Income: $200,000 or more

Number of returns 610
Number of single returns 40
Number of joint returns 570
Number of head of household returns 0
Number of returns with paid preparer's signature 450
Number of exemptions 1,910
Number of dependents 730
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] 250
Adjust gross income (AGI) [5] $252,920,000
Number of returns with total income 610
Salaries and wages amount $256,940,000
Number of returns with salaries and wages 530
Salaries and wages amount $127,787
Number of returns with taxable interest 490
Taxable interest amount $2,807
Number of returns with ordinary dividends 380
Ordinary dividends amount $5,560,000
Number of returns with qualified dividends 360
Qualified dividends amount [6] $4,442
Number of returns with state and local income tax refunds 220
State and local income tax refunds amount $641
Number of returns with business or professional net income (less loss) 120
Business or professional net income (less loss) amount $5,044,000
Number of returns with net capital gain (less loss) 390
Net capital gain (less loss) amount $19,279,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $7,155,000
Number of returns with taxable pensions and annuities 150
Taxable pensions and annuities amount $7,104,000
Number of farm returns 20
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 140
Taxable Social Security benefits amount $3,801,000
Number of returns with partnership/S-corp net income (less loss) 310
Partnership/S-corp net income (less loss) amount $66,885,000
Number of returns with total statutory adjustments 260
Total statutory adjustments amount $4,020,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $862,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $1,484,000
Number of returns with IRA payments 20
IRA payments amount $227,000
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 40
Domestic production activities deduction amount $356,000
Number of returns with itemized deductions 600
Total itemized deductions amount $42,742,000
Amount of AGI for itemized returns $248,014,000
Number of returns with State and local income taxes 580
State and local income taxes amount $17,060,000
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 570
Real estate taxes amount $3,014,000
Number of returns with taxes paid 600
Taxes paid amount $20,176,000
Number of returns with mortgage interest paid 420
Mortgage interest paid amount $4,159,000
Number of returns with contributions 560
Contributions amount $17,690,000
Number of returns with taxable income 610
Taxable income amount $205,012,000
Number of returns with income tax before credits 610
Income tax before credits amount $54,074,000
Number of returns with alternative minimum tax 330
Alternative minimum tax amount $2,503,000
Number of returns with total tax credits 240
Total tax credits amount $544,000
Number of returns with foreign tax credit 190
Foreign tax credit amount $215,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $12,000
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 $752,000
Number of returns with total tax payments 610
Total tax payments amount $55,324,000
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 610
Income tax amount [10] $53,531,000
Number of returns with tax liability 610
Total tax liability amount [11] $55,520,000
Number of returns with net investment income tax 350
Net investment income tax $804,000
Number of returns with tax due at time of filing 300
Tax due at time of filing amount [12] $7,877,000
Number of returns with overpayments refunded 210
Overpayments refunded amount [13] $3,509,000
Number of returns with credit to next year’s estimated tax 120
Credited to next year’s estimated tax amount $4,087,000

[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.