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ZIP Code Database - Facts & Stats

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ZIP Code 85648 Income Tax Stats

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

ZIP Code 85648 Data

Zip Code:85648
City:Rio Rico
State:AZ [Arizona]
Counties: SANTA CRUZ, AZ
City Alias(es):Rio Rico
Area Code:520
Time Zone: Mountain (GMT -07:00)
Observes Day Light Savings:No
Classification: [Non-Unique]





85648 Income Tax Overview

Total Number of Tax Returns for ZIP Code 85648 [1] 8,200
Total Number of Single Tax Returns for ZIP Code 85648 3,400
Total Number of Joint Tax Returns for ZIP Code 85648 3,490
Total Number of Dependents for ZIP Code 85648 8,500
Total Adjusted Gross Income for ZIP Code 85648 $355,700,000
Average Income per Person for ZIP Code 85648 $18,643
Average Income per Household for ZIP Code 85648 $43,378

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 3,480
Number of single returns 1,780
Number of joint returns 770
Number of head of household returns 900
Number of returns with paid preparer's signature 1,510
Number of exemptions 6,680
Number of dependents 2,820
Total number of volunteer prepared returns [5] 200
Number of volunteer income tax assistance (VITA) prepared returns [3] 110
Number of tax counseling for the elderly (TCE) prepared returns [3] 90
Number of volunteer prepared returns with Earned Income Credit 50
Number of refund anticipation check returns [3] 580
Number of elderly returns [4] 590
Adjust gross income (AGI) [5] $49,512,000
Number of returns with total income 3,480
Salaries and wages amount $50,342,000
Number of returns with salaries and wages 2,740
Salaries and wages amount $38,727
Number of returns with taxable interest 160
Taxable interest amount $137
Number of returns with ordinary dividends 100
Ordinary dividends amount $201,000
Number of returns with qualified dividends 80
Qualified dividends amount [6] $111
Number of returns with state and local income tax refunds 20
State and local income tax refunds amount $8
Number of returns with business or professional net income (less loss) 820
Business or professional net income (less loss) amount $7,375,000
Number of returns with net capital gain (less loss) 80
Net capital gain (less loss) amount $132,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $636,000
Number of returns with taxable pensions and annuities 240
Taxable pensions and annuities amount $1,836,000
Number of farm returns 0
Number of returns with unemployment compensation 220
Unemployment compensation amount [7] $744,000
Number of returns with taxable Social Security benefits 70
Taxable Social Security benefits amount $121,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $181,000
Number of returns with total statutory adjustments 890
Total statutory adjustments amount $830,000
Number of returns with educator expenses 20
Educator expenses amount $5,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $40,000
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 $80,000
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 130
Total itemized deductions amount $1,815,000
Amount of AGI for itemized returns $2,085,000
Number of returns with State and local income taxes 70
State and local income taxes amount $31,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $33,000
Number of returns with real estate taxes 80
Real estate taxes amount $117,000
Number of returns with taxes paid 120
Taxes paid amount $233,000
Number of returns with mortgage interest paid 60
Mortgage interest paid amount $415,000
Number of returns with contributions 80
Contributions amount $110,000
Number of returns with taxable income 1,350
Taxable income amount $7,651,000
Number of returns with income tax before credits 1,360
Income tax before credits amount $817,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 460
Total tax credits amount $165,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $9,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $53,000
Number of returns with retirement savings contribution credit 150
Retirement savings contribution credit amount $27,000
Number of returns with child tax credit 210
Child tax credit amount $72,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 740
Self-employment tax amount $1,165,000
Number of returns with total tax payments 3,260
Total tax payments amount $10,596,000
Number of returns with earned income credit 1,810
Earned income credit amount [8] $6,189,000
Number of returns with excess earned income credit 1,630
Excess earned income credit (refundable) amount [9] $5,164,000
Number of returns with additional child tax credit 1,240
Additional child tax credit amount $1,699,000
Number of returns with refundable education credit 190
Refundable education credit amount $145,000
Number of returns with income tax 1,020
Income tax amount [10] $651,000
Number of returns with tax liability 1,810
Total tax liability amount [11] $1,987,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 330
Tax due at time of filing amount [12] $280,000
Number of returns with overpayments refunded 3,010
Overpayments refunded amount [13] $8,869,000
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 2,510
Number of single returns 760
Number of joint returns 1,080
Number of head of household returns 640
Number of returns with paid preparer's signature 1,180
Number of exemptions 6,510
Number of dependents 2,910
Total number of volunteer prepared returns [5] 120
Number of volunteer income tax assistance (VITA) prepared returns [3] 70
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 20
Number of refund anticipation check returns [3] 430
Number of elderly returns [4] 370
Adjust gross income (AGI) [5] $89,163,000
Number of returns with total income 2,510
Salaries and wages amount $89,967,000
Number of returns with salaries and wages 2,280
Salaries and wages amount $77,067
Number of returns with taxable interest 150
Taxable interest amount $173
Number of returns with ordinary dividends 90
Ordinary dividends amount $167,000
Number of returns with qualified dividends 80
Qualified dividends amount [6] $117
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $55
Number of returns with business or professional net income (less loss) 350
Business or professional net income (less loss) amount $4,272,000
Number of returns with net capital gain (less loss) 90
Net capital gain (less loss) amount $356,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $967,000
Number of returns with taxable pensions and annuities 270
Taxable pensions and annuities amount $3,961,000
Number of farm returns 0
Number of returns with unemployment compensation 190
Unemployment compensation amount [7] $665,000
Number of returns with taxable Social Security benefits 240
Taxable Social Security benefits amount $1,392,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $181,000
Number of returns with total statutory adjustments 550
Total statutory adjustments amount $804,000
Number of returns with educator expenses 80
Educator expenses amount $20,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $83,000
Number of returns with IRA payments 20
IRA payments amount $79,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $165,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $82,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 350
Total itemized deductions amount $5,834,000
Amount of AGI for itemized returns $13,456,000
Number of returns with State and local income taxes 250
State and local income taxes amount $259,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $141,000
Number of returns with real estate taxes 260
Real estate taxes amount $333,000
Number of returns with taxes paid 350
Taxes paid amount $872,000
Number of returns with mortgage interest paid 240
Mortgage interest paid amount $1,240,000
Number of returns with contributions 250
Contributions amount $459,000
Number of returns with taxable income 2,340
Taxable income amount $36,017,000
Number of returns with income tax before credits 2,330
Income tax before credits amount $4,239,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,340
Total tax credits amount $1,130,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $40,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $72,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $144,000
Number of returns with retirement savings contribution credit 470
Retirement savings contribution credit amount $104,000
Number of returns with child tax credit 870
Child tax credit amount $736,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $29,000
Number of returns with self-employment tax 280
Self-employment tax amount $704,000
Number of returns with total tax payments 2,460
Total tax payments amount $10,591,000
Number of returns with earned income credit 1,180
Earned income credit amount [8] $2,978,000
Number of returns with excess earned income credit 1,030
Excess earned income credit (refundable) amount [9] $2,452,000
Number of returns with additional child tax credit 870
Additional child tax credit amount $1,291,000
Number of returns with refundable education credit 130
Refundable education credit amount $102,000
Number of returns with income tax 1,540
Income tax amount [10] $3,110,000
Number of returns with tax liability 1,790
Total tax liability amount [11] $4,086,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 390
Tax due at time of filing amount [12] $662,000
Number of returns with overpayments refunded 2,110
Overpayments refunded amount [13] $7,107,000
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 180
Number of joint returns 630
Number of head of household returns 130
Number of returns with paid preparer's signature 500
Number of exemptions 2,810
Number of dependents 1,220
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] 100
Number of elderly returns [4] 230
Adjust gross income (AGI) [5] $58,292,000
Number of returns with total income 960
Salaries and wages amount $58,992,000
Number of returns with salaries and wages 840
Salaries and wages amount $47,128
Number of returns with taxable interest 140
Taxable interest amount $242
Number of returns with ordinary dividends 80
Ordinary dividends amount $197,000
Number of returns with qualified dividends 70
Qualified dividends amount [6] $106
Number of returns with state and local income tax refunds 100
State and local income tax refunds amount $77
Number of returns with business or professional net income (less loss) 150
Business or professional net income (less loss) amount $2,143,000
Number of returns with net capital gain (less loss) 80
Net capital gain (less loss) amount $368,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $977,000
Number of returns with taxable pensions and annuities 190
Taxable pensions and annuities amount $4,646,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $182,000
Number of returns with taxable Social Security benefits 160
Taxable Social Security benefits amount $2,188,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $562,000
Number of returns with total statutory adjustments 270
Total statutory adjustments amount $700,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $140,000
Number of returns with IRA payments 20
IRA payments amount $96,000
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $106,000
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 $5,241,000
Amount of AGI for itemized returns $17,281,000
Number of returns with State and local income taxes 210
State and local income taxes amount $379,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $120,000
Number of returns with real estate taxes 240
Real estate taxes amount $339,000
Number of returns with taxes paid 280
Taxes paid amount $1,006,000
Number of returns with mortgage interest paid 220
Mortgage interest paid amount $1,190,000
Number of returns with contributions 220
Contributions amount $518,000
Number of returns with taxable income 960
Taxable income amount $33,906,000
Number of returns with income tax before credits 950
Income tax before credits amount $4,484,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 570
Total tax credits amount $973,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $81,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $34,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $115,000
Number of returns with retirement savings contribution credit 100
Retirement savings contribution credit amount $17,000
Number of returns with child tax credit 420
Child tax credit amount $669,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $64,000
Number of returns with self-employment tax 110
Self-employment tax amount $397,000
Number of returns with total tax payments 930
Total tax payments amount $5,156,000
Number of returns with earned income credit 20
Earned income credit amount [8] $9,000
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 110
Additional child tax credit amount $142,000
Number of returns with refundable education credit 80
Refundable education credit amount $69,000
Number of returns with income tax 850
Income tax amount [10] $3,511,000
Number of returns with tax liability 880
Total tax liability amount [11] $4,034,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 270
Tax due at time of filing amount [12] $729,000
Number of returns with overpayments refunded 670
Overpayments refunded amount [13] $1,807,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 560
Number of single returns 80
Number of joint returns 430
Number of head of household returns 50
Number of returns with paid preparer's signature 330
Number of exemptions 1,690
Number of dependents 710
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] 130
Adjust gross income (AGI) [5] $48,316,000
Number of returns with total income 560
Salaries and wages amount $48,710,000
Number of returns with salaries and wages 500
Salaries and wages amount $39,282
Number of returns with taxable interest 120
Taxable interest amount $221
Number of returns with ordinary dividends 70
Ordinary dividends amount $205,000
Number of returns with qualified dividends 60
Qualified dividends amount [6] $151
Number of returns with state and local income tax refunds 100
State and local income tax refunds amount $114
Number of returns with business or professional net income (less loss) 70
Business or professional net income (less loss) amount $881,000
Number of returns with net capital gain (less loss) 70
Net capital gain (less loss) amount $582,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $1,147,000
Number of returns with taxable pensions and annuities 130
Taxable pensions and annuities amount $4,131,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $87,000
Number of returns with taxable Social Security benefits 100
Taxable Social Security benefits amount $1,587,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $577,000
Number of returns with total statutory adjustments 160
Total statutory adjustments amount $394,000
Number of returns with educator expenses 30
Educator expenses amount $8,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 30
IRA payments amount $187,000
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $65,000
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 210
Total itemized deductions amount $4,226,000
Amount of AGI for itemized returns $18,149,000
Number of returns with State and local income taxes 170
State and local income taxes amount $471,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $92,000
Number of returns with real estate taxes 190
Real estate taxes amount $340,000
Number of returns with taxes paid 210
Taxes paid amount $1,022,000
Number of returns with mortgage interest paid 180
Mortgage interest paid amount $1,113,000
Number of returns with contributions 160
Contributions amount $469,000
Number of returns with taxable income 550
Taxable income amount $32,979,000
Number of returns with income tax before credits 550
Income tax before credits amount $4,805,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 310
Total tax credits amount $670,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $119,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $13,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $98,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 230
Child tax credit amount $419,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 50
Self-employment tax amount $171,000
Number of returns with total tax payments 550
Total tax payments amount $4,958,000
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 50
Refundable education credit amount $47,000
Number of returns with income tax 540
Income tax amount [10] $4,135,000
Number of returns with tax liability 540
Total tax liability amount [11] $4,366,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 180
Tax due at time of filing amount [12] $582,000
Number of returns with overpayments refunded 370
Overpayments refunded amount [13] $1,107,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $182,000

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

Number of returns 580
Number of single returns 70
Number of joint returns 490
Number of head of household returns 30
Number of returns with paid preparer's signature 370
Number of exemptions 1,800
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] 40
Number of elderly returns [4] 160
Adjust gross income (AGI) [5] $74,683,000
Number of returns with total income 580
Salaries and wages amount $75,387,000
Number of returns with salaries and wages 520
Salaries and wages amount $58,610
Number of returns with taxable interest 200
Taxable interest amount $216
Number of returns with ordinary dividends 110
Ordinary dividends amount $326,000
Number of returns with qualified dividends 100
Qualified dividends amount [6] $209
Number of returns with state and local income tax refunds 200
State and local income tax refunds amount $307
Number of returns with business or professional net income (less loss) 120
Business or professional net income (less loss) amount $1,947,000
Number of returns with net capital gain (less loss) 110
Net capital gain (less loss) amount $800,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $2,793,000
Number of returns with taxable pensions and annuities 160
Taxable pensions and annuities amount $6,834,000
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 110
Taxable Social Security benefits amount $2,400,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $1,228,000
Number of returns with total statutory adjustments 220
Total statutory adjustments amount $704,000
Number of returns with educator expenses 50
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $197,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $96,000
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 330
Total itemized deductions amount $7,033,000
Amount of AGI for itemized returns $43,182,000
Number of returns with State and local income taxes 280
State and local income taxes amount $1,272,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $192,000
Number of returns with real estate taxes 310
Real estate taxes amount $651,000
Number of returns with taxes paid 330
Taxes paid amount $2,313,000
Number of returns with mortgage interest paid 290
Mortgage interest paid amount $2,056,000
Number of returns with contributions 260
Contributions amount $759,000
Number of returns with taxable income 580
Taxable income amount $57,196,000
Number of returns with income tax before credits 580
Income tax before credits amount $9,819,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 290
Total tax credits amount $1,013,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $588,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $19,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $86,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 190
Child tax credit amount $274,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $41,000
Number of returns with self-employment tax 100
Self-employment tax amount $477,000
Number of returns with total tax payments 560
Total tax payments amount $9,447,000
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 60
Refundable education credit amount $51,000
Number of returns with income tax 570
Income tax amount [10] $8,806,000
Number of returns with tax liability 570
Total tax liability amount [11] $9,228,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 240
Tax due at time of filing amount [12] $1,237,000
Number of returns with overpayments refunded 330
Overpayments refunded amount [13] $1,385,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

Adjusted Gross Income: $200,000 or more

Number of returns 110
Number of single returns 0
Number of joint returns 90
Number of head of household returns 0
Number of returns with paid preparer's signature 90
Number of exemptions 310
Number of dependents 110
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 0
Number of elderly returns [4] 50
Adjust gross income (AGI) [5] $35,734,000
Number of returns with total income 110
Salaries and wages amount $36,146,000
Number of returns with salaries and wages 90
Salaries and wages amount $19,276
Number of returns with taxable interest 60
Taxable interest amount $234
Number of returns with ordinary dividends 40
Ordinary dividends amount $1,397,000
Number of returns with qualified dividends 40
Qualified dividends amount [6] $925
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $99
Number of returns with business or professional net income (less loss) 0
Business or professional net income (less loss) amount $0
Number of returns with net capital gain (less loss) 50
Net capital gain (less loss) amount $2,781,000
Number of returns with taxable individual retirement arrangements distributions 0
Taxable individual retirement arrangements distributions amount $0
Number of returns with taxable pensions and annuities 30
Taxable pensions and annuities amount $2,518,000
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 30
Taxable Social Security benefits amount $686,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $3,475,000
Number of returns with total statutory adjustments 40
Total statutory adjustments amount $412,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 90
Total itemized deductions amount $5,622,000
Amount of AGI for itemized returns $29,558,000
Number of returns with State and local income taxes 80
State and local income taxes amount $782,000
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 90
Real estate taxes amount $283,000
Number of returns with taxes paid 90
Taxes paid amount $1,209,000
Number of returns with mortgage interest paid 80
Mortgage interest paid amount $639,000
Number of returns with contributions 70
Contributions amount $365,000
Number of returns with taxable income 110
Taxable income amount $28,857,000
Number of returns with income tax before credits 110
Income tax before credits amount $6,933,000
Number of returns with alternative minimum tax 60
Alternative minimum tax amount $189,000
Number of returns with total tax credits 50
Total tax credits amount $1,142,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $1,130,000
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 0
Self-employment tax amount $0
Number of returns with total tax payments 110
Total tax payments amount $5,580,000
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 110
Income tax amount [10] $5,791,000
Number of returns with tax liability 110
Total tax liability amount [11] $6,094,000
Number of returns with net investment income tax 50
Net investment income tax $105,000
Number of returns with tax due at time of filing 60
Tax due at time of filing amount [12] $1,203,000
Number of returns with overpayments refunded 40
Overpayments refunded amount [13] $530,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

[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.