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ZIP Code Database - Facts & Stats

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ZIP Code 85715 Income Tax Stats

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

ZIP Code 85715 Data

Zip Code:85715
City:Tucson
State:AZ [Arizona]
Counties: PIMA, AZ
City Alias(es):Tucson
Area Code:520
Time Zone: Mountain (GMT -07:00)
Observes Day Light Savings:No
Classification: [Non-Unique]





85715 Income Tax Overview

Total Number of Tax Returns for ZIP Code 85715 [1] 9,260
Total Number of Single Tax Returns for ZIP Code 85715 3,210
Total Number of Joint Tax Returns for ZIP Code 85715 3,510
Total Number of Dependents for ZIP Code 85715 3,670
Total Adjusted Gross Income for ZIP Code 85715 $767,549,000
Average Income per Person for ZIP Code 85715 $43,359
Average Income per Household for ZIP Code 85715 $82,889

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 2,710
Number of single returns 2,010
Number of joint returns 350
Number of head of household returns 320
Number of returns with paid preparer's signature 1,100
Number of exemptions 3,300
Number of dependents 640
Total number of volunteer prepared returns [5] 190
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
Number of tax counseling for the elderly (TCE) prepared returns [3] 120
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 330
Number of elderly returns [4] 900
Adjust gross income (AGI) [5] $34,531,000
Number of returns with total income 2,710
Salaries and wages amount $35,328,000
Number of returns with salaries and wages 1,800
Salaries and wages amount $23,412
Number of returns with taxable interest 630
Taxable interest amount $659
Number of returns with ordinary dividends 450
Ordinary dividends amount $1,090,000
Number of returns with qualified dividends 430
Qualified dividends amount [6] $654
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $36
Number of returns with business or professional net income (less loss) 410
Business or professional net income (less loss) amount $2,540,000
Number of returns with net capital gain (less loss) 430
Net capital gain (less loss) amount $326,000
Number of returns with taxable individual retirement arrangements distributions 340
Taxable individual retirement arrangements distributions amount $2,199,000
Number of returns with taxable pensions and annuities 500
Taxable pensions and annuities amount $4,515,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $177,000
Number of returns with taxable Social Security benefits 270
Taxable Social Security benefits amount $474,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount ($117,000)
Number of returns with total statutory adjustments 530
Total statutory adjustments amount $797,000
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 60
Self-employment health insurance deduction amount $215,000
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 30
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 320
Total itemized deductions amount $5,339,000
Amount of AGI for itemized returns $4,621,000
Number of returns with State and local income taxes 80
State and local income taxes amount $97,000
Number of returns with State and local general sales tax 210
State and local general sales tax amount $152,000
Number of returns with real estate taxes 260
Real estate taxes amount $676,000
Number of returns with taxes paid 320
Taxes paid amount $1,005,000
Number of returns with mortgage interest paid 180
Mortgage interest paid amount $988,000
Number of returns with contributions 250
Contributions amount $425,000
Number of returns with taxable income 1,280
Taxable income amount $7,931,000
Number of returns with income tax before credits 1,250
Income tax before credits amount $826,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 350
Total tax credits amount $111,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $6,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $59,000
Number of returns with retirement savings contribution credit 140
Retirement savings contribution credit amount $24,000
Number of returns with child tax credit 50
Child tax credit amount $16,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 340
Self-employment tax amount $435,000
Number of returns with total tax payments 2,220
Total tax payments amount $4,356,000
Number of returns with earned income credit 680
Earned income credit amount [8] $1,459,000
Number of returns with excess earned income credit 550
Excess earned income credit (refundable) amount [9] $1,248,000
Number of returns with additional child tax credit 320
Additional child tax credit amount $389,000
Number of returns with refundable education credit 120
Refundable education credit amount $101,000
Number of returns with income tax 1,070
Income tax amount [10] $715,000
Number of returns with tax liability 1,360
Total tax liability amount [11] $1,193,000
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] $255,000
Number of returns with overpayments refunded 1,990
Overpayments refunded amount [13] $3,349,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $61,000

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

Number of returns 2,110
Number of single returns 1,290
Number of joint returns 500
Number of head of household returns 270
Number of returns with paid preparer's signature 860
Number of exemptions 3,360
Number of dependents 760
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] 300
Number of elderly returns [4] 770
Adjust gross income (AGI) [5] $76,354,000
Number of returns with total income 2,110
Salaries and wages amount $77,538,000
Number of returns with salaries and wages 1,550
Salaries and wages amount $51,522
Number of returns with taxable interest 590
Taxable interest amount $593
Number of returns with ordinary dividends 450
Ordinary dividends amount $1,557,000
Number of returns with qualified dividends 410
Qualified dividends amount [6] $1,041
Number of returns with state and local income tax refunds 180
State and local income tax refunds amount $116
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $2,991,000
Number of returns with net capital gain (less loss) 420
Net capital gain (less loss) amount $1,118,000
Number of returns with taxable individual retirement arrangements distributions 350
Taxable individual retirement arrangements distributions amount $3,815,000
Number of returns with taxable pensions and annuities 590
Taxable pensions and annuities amount $10,948,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $149,000
Number of returns with taxable Social Security benefits 580
Taxable Social Security benefits amount $4,309,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $423,000
Number of returns with total statutory adjustments 520
Total statutory adjustments amount $1,184,000
Number of returns with educator expenses 70
Educator expenses amount $17,000
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 $299,000
Number of returns with IRA payments 60
IRA payments amount $234,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $197,000
Number of returns with tuition and fees deduction 20
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 550
Total itemized deductions amount $9,217,000
Amount of AGI for itemized returns $20,876,000
Number of returns with State and local income taxes 280
State and local income taxes amount $310,000
Number of returns with State and local general sales tax 240
State and local general sales tax amount $274,000
Number of returns with real estate taxes 460
Real estate taxes amount $1,146,000
Number of returns with taxes paid 540
Taxes paid amount $1,889,000
Number of returns with mortgage interest paid 370
Mortgage interest paid amount $2,013,000
Number of returns with contributions 440
Contributions amount $1,124,000
Number of returns with taxable income 2,020
Taxable income amount $41,053,000
Number of returns with income tax before credits 1,990
Income tax before credits amount $5,001,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 750
Total tax credits amount $522,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $26,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $39,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $150,000
Number of returns with retirement savings contribution credit 250
Retirement savings contribution credit amount $43,000
Number of returns with child tax credit 280
Child tax credit amount $241,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $20,000
Number of returns with self-employment tax 210
Self-employment tax amount $539,000
Number of returns with total tax payments 1,990
Total tax payments amount $7,756,000
Number of returns with earned income credit 320
Earned income credit amount [8] $668,000
Number of returns with excess earned income credit 250
Excess earned income credit (refundable) amount [9] $533,000
Number of returns with additional child tax credit 210
Additional child tax credit amount $286,000
Number of returns with refundable education credit 90
Refundable education credit amount $79,000
Number of returns with income tax 1,760
Income tax amount [10] $4,479,000
Number of returns with tax liability 1,830
Total tax liability amount [11] $5,111,000
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] $673,000
Number of returns with overpayments refunded 1,570
Overpayments refunded amount [13] $3,227,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $44,000

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

Number of returns 1,480
Number of single returns 750
Number of joint returns 570
Number of head of household returns 140
Number of returns with paid preparer's signature 790
Number of exemptions 2,610
Number of dependents 570
Total number of volunteer prepared returns [5] 80
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 110
Number of elderly returns [4] 720
Adjust gross income (AGI) [5] $91,959,000
Number of returns with total income 1,480
Salaries and wages amount $93,236,000
Number of returns with salaries and wages 1,040
Salaries and wages amount $54,051
Number of returns with taxable interest 620
Taxable interest amount $844
Number of returns with ordinary dividends 470
Ordinary dividends amount $2,438,000
Number of returns with qualified dividends 440
Qualified dividends amount [6] $1,684
Number of returns with state and local income tax refunds 290
State and local income tax refunds amount $225
Number of returns with business or professional net income (less loss) 220
Business or professional net income (less loss) amount $2,327,000
Number of returns with net capital gain (less loss) 410
Net capital gain (less loss) amount $1,426,000
Number of returns with taxable individual retirement arrangements distributions 330
Taxable individual retirement arrangements distributions amount $4,497,000
Number of returns with taxable pensions and annuities 570
Taxable pensions and annuities amount $15,913,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $171,000
Number of returns with taxable Social Security benefits 570
Taxable Social Security benefits amount $9,053,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $1,654,000
Number of returns with total statutory adjustments 440
Total statutory adjustments amount $1,277,000
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 $283,000
Number of returns with IRA payments 50
IRA payments amount $264,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $177,000
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 690
Total itemized deductions amount $11,815,000
Amount of AGI for itemized returns $43,420,000
Number of returns with State and local income taxes 440
State and local income taxes amount $865,000
Number of returns with State and local general sales tax 240
State and local general sales tax amount $351,000
Number of returns with real estate taxes 630
Real estate taxes amount $1,665,000
Number of returns with taxes paid 690
Taxes paid amount $3,078,000
Number of returns with mortgage interest paid 520
Mortgage interest paid amount $3,257,000
Number of returns with contributions 600
Contributions amount $1,627,000
Number of returns with taxable income 1,470
Taxable income amount $61,809,000
Number of returns with income tax before credits 1,460
Income tax before credits amount $8,720,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 490
Total tax credits amount $563,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $26,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $25,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $120,000
Number of returns with retirement savings contribution credit 60
Retirement savings contribution credit amount $12,000
Number of returns with child tax credit 220
Child tax credit amount $310,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $49,000
Number of returns with self-employment tax 150
Self-employment tax amount $481,000
Number of returns with total tax payments 1,440
Total tax payments amount $9,862,000
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 70
Refundable education credit amount $63,000
Number of returns with income tax 1,420
Income tax amount [10] $8,157,000
Number of returns with tax liability 1,440
Total tax liability amount [11] $8,757,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 530
Tax due at time of filing amount [12] $1,220,000
Number of returns with overpayments refunded 890
Overpayments refunded amount [13] $2,205,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $141,000

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

Number of returns 1,030
Number of single returns 360
Number of joint returns 590
Number of head of household returns 70
Number of returns with paid preparer's signature 540
Number of exemptions 2,120
Number of dependents 500
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] 510
Adjust gross income (AGI) [5] $89,266,000
Number of returns with total income 1,030
Salaries and wages amount $90,227,000
Number of returns with salaries and wages 730
Salaries and wages amount $51,726
Number of returns with taxable interest 490
Taxable interest amount $447
Number of returns with ordinary dividends 390
Ordinary dividends amount $2,222,000
Number of returns with qualified dividends 360
Qualified dividends amount [6] $1,666
Number of returns with state and local income tax refunds 280
State and local income tax refunds amount $299
Number of returns with business or professional net income (less loss) 180
Business or professional net income (less loss) amount $1,823,000
Number of returns with net capital gain (less loss) 360
Net capital gain (less loss) amount $2,139,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $5,396,000
Number of returns with taxable pensions and annuities 430
Taxable pensions and annuities amount $16,456,000
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 410
Taxable Social Security benefits amount $8,595,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $797,000
Number of returns with total statutory adjustments 300
Total statutory adjustments amount $961,000
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 40
Self-employment health insurance deduction amount $231,000
Number of returns with IRA payments 30
IRA payments amount $151,000
Number of returns with student loan interest deduction 90
Student loan interest deduction amount $100,000
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 550
Total itemized deductions amount $10,572,000
Amount of AGI for itemized returns $48,012,000
Number of returns with State and local income taxes 420
State and local income taxes amount $1,043,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $236,000
Number of returns with real estate taxes 500
Real estate taxes amount $1,419,000
Number of returns with taxes paid 550
Taxes paid amount $2,899,000
Number of returns with mortgage interest paid 440
Mortgage interest paid amount $2,954,000
Number of returns with contributions 480
Contributions amount $1,663,000
Number of returns with taxable income 1,030
Taxable income amount $64,745,000
Number of returns with income tax before credits 1,020
Income tax before credits amount $9,815,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 410
Total tax credits amount $535,000
Number of returns with foreign tax credit 170
Foreign tax credit amount $45,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $28,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $103,000
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 $281,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $48,000
Number of returns with self-employment tax 130
Self-employment tax amount $377,000
Number of returns with total tax payments 1,020
Total tax payments amount $10,561,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 40
Refundable education credit amount $44,000
Number of returns with income tax 1,010
Income tax amount [10] $9,280,000
Number of returns with tax liability 1,020
Total tax liability amount [11] $9,741,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 400
Tax due at time of filing amount [12] $952,000
Number of returns with overpayments refunded 600
Overpayments refunded amount [13] $1,681,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $86,000

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

Number of returns 1,480
Number of single returns 290
Number of joint returns 1,130
Number of head of household returns 70
Number of returns with paid preparer's signature 820
Number of exemptions 3,480
Number of dependents 860
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] 60
Number of elderly returns [4] 710
Adjust gross income (AGI) [5] $199,443,000
Number of returns with total income 1,480
Salaries and wages amount $201,875,000
Number of returns with salaries and wages 1,130
Salaries and wages amount $117,515
Number of returns with taxable interest 850
Taxable interest amount $1,232
Number of returns with ordinary dividends 710
Ordinary dividends amount $6,216,000
Number of returns with qualified dividends 680
Qualified dividends amount [6] $4,678
Number of returns with state and local income tax refunds 600
State and local income tax refunds amount $910
Number of returns with business or professional net income (less loss) 300
Business or professional net income (less loss) amount $4,925,000
Number of returns with net capital gain (less loss) 670
Net capital gain (less loss) amount $9,043,000
Number of returns with taxable individual retirement arrangements distributions 420
Taxable individual retirement arrangements distributions amount $12,862,000
Number of returns with taxable pensions and annuities 610
Taxable pensions and annuities amount $28,278,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $116,000
Number of returns with taxable Social Security benefits 550
Taxable Social Security benefits amount $13,784,000
Number of returns with partnership/S-corp net income (less loss) 210
Partnership/S-corp net income (less loss) amount $5,176,000
Number of returns with total statutory adjustments 500
Total statutory adjustments amount $2,432,000
Number of returns with educator expenses 80
Educator expenses amount $21,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $472,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $536,000
Number of returns with IRA payments 60
IRA payments amount $389,000
Number of returns with student loan interest deduction 140
Student loan interest deduction amount $174,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $51,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $573,000
Number of returns with itemized deductions 1,040
Total itemized deductions amount $25,794,000
Amount of AGI for itemized returns $143,229,000
Number of returns with State and local income taxes 850
State and local income taxes amount $3,731,000
Number of returns with State and local general sales tax 180
State and local general sales tax amount $476,000
Number of returns with real estate taxes 1,000
Real estate taxes amount $3,364,000
Number of returns with taxes paid 1,040
Taxes paid amount $8,042,000
Number of returns with mortgage interest paid 820
Mortgage interest paid amount $6,497,000
Number of returns with contributions 970
Contributions amount $4,925,000
Number of returns with taxable income 1,480
Taxable income amount $154,009,000
Number of returns with income tax before credits 1,470
Income tax before credits amount $26,294,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $84,000
Number of returns with total tax credits 630
Total tax credits amount $878,000
Number of returns with foreign tax credit 310
Foreign tax credit amount $200,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $59,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $131,000
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 $245,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $242,000
Number of returns with self-employment tax 220
Self-employment tax amount $863,000
Number of returns with total tax payments 1,460
Total tax payments amount $26,936,000
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 80
Refundable education credit amount $80,000
Number of returns with income tax 1,460
Income tax amount [10] $25,416,000
Number of returns with tax liability 1,460
Total tax liability amount [11] $26,481,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 680
Tax due at time of filing amount [12] $2,790,000
Number of returns with overpayments refunded 720
Overpayments refunded amount [13] $2,828,000
Number of returns with credit to next year’s estimated tax 100
Credited to next year’s estimated tax amount $403,000

Adjusted Gross Income: $200,000 or more

Number of returns 450
Number of single returns 70
Number of joint returns 370
Number of head of household returns 0
Number of returns with paid preparer's signature 370
Number of exemptions 1,160
Number of dependents 340
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] 220
Adjust gross income (AGI) [5] $275,996,000
Number of returns with total income 450
Salaries and wages amount $279,930,000
Number of returns with salaries and wages 340
Salaries and wages amount $79,247
Number of returns with taxable interest 380
Taxable interest amount $5,013
Number of returns with ordinary dividends 330
Ordinary dividends amount $22,403,000
Number of returns with qualified dividends 320
Qualified dividends amount [6] $17,667
Number of returns with state and local income tax refunds 240
State and local income tax refunds amount $1,706
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $7,093,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $84,741,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $8,863,000
Number of returns with taxable pensions and annuities 160
Taxable pensions and annuities amount $8,920,000
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 160
Taxable Social Security benefits amount $4,792,000
Number of returns with partnership/S-corp net income (less loss) 210
Partnership/S-corp net income (less loss) amount $45,200,000
Number of returns with total statutory adjustments 200
Total statutory adjustments amount $3,934,000
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 $954,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $1,071,000
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 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 420
Total itemized deductions amount $30,204,000
Amount of AGI for itemized returns $267,333,000
Number of returns with State and local income taxes 390
State and local income taxes amount $10,715,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $105,000
Number of returns with real estate taxes 400
Real estate taxes amount $2,756,000
Number of returns with taxes paid 420
Taxes paid amount $13,827,000
Number of returns with mortgage interest paid 280
Mortgage interest paid amount $3,488,000
Number of returns with contributions 400
Contributions amount $10,420,000
Number of returns with taxable income 450
Taxable income amount $242,435,000
Number of returns with income tax before credits 450
Income tax before credits amount $62,081,000
Number of returns with alternative minimum tax 160
Alternative minimum tax amount $1,177,000
Number of returns with total tax credits 240
Total tax credits amount $1,592,000
Number of returns with foreign tax credit 190
Foreign tax credit amount $972,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $16,000
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 $959,000
Number of returns with total tax payments 450
Total tax payments amount $64,954,000
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 450
Income tax amount [10] $60,488,000
Number of returns with tax liability 450
Total tax liability amount [11] $64,021,000
Number of returns with net investment income tax 280
Net investment income tax $2,078,000
Number of returns with tax due at time of filing 230
Tax due at time of filing amount [12] $7,366,000
Number of returns with overpayments refunded 130
Overpayments refunded amount [13] $1,806,000
Number of returns with credit to next year’s estimated tax 110
Credited to next year’s estimated tax amount $5,093,000

[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.