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ZIP Code Database - Facts & Stats

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ZIP Code 86327 Income Tax Stats

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

ZIP Code 86327 Data

Zip Code:86327
City:Dewey
State:AZ [Arizona]
Counties: YAVAPAI, AZ
City Alias(es):Dewey
Area Code:928
Time Zone: Mountain (GMT -07:00)
Observes Day Light Savings:No
Classification: [Non-Unique]


86327 Income Tax Overview

Total Number of Tax Returns for ZIP Code 86327 [1] 5,020
Total Number of Single Tax Returns for ZIP Code 86327 2,490
Total Number of Joint Tax Returns for ZIP Code 86327 2,570
Total Number of Dependents for ZIP Code 86327 1,810
Total Adjusted Gross Income for ZIP Code 86327 $273,293,000
Average Income per Person for ZIP Code 86327 $30,853
Average Income per Household for ZIP Code 86327 $54,441

The following tables break down the 2017 Income Tax Statistics into different Gross Income levels.


Adjusted Gross Income: 1 under $25,000

Number of returns 1,720
Number of single returns 1,090
Number of joint returns 490
Number of head of household returns 130
Number of returns with paid preparer's signature 690
Number of exemptions 2,430
Number of dependents 330
Total number of volunteer prepared returns [5] 250
Number of volunteer income tax assistance (VITA) prepared returns [3] 70
Number of tax counseling for the elderly (TCE) prepared returns [3] 190
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 140
Number of elderly returns [4] 920
Adjust gross income (AGI) [5] $21,207,000
Number of returns with total income 1,720
Salaries and wages amount $21,532,000
Number of returns with salaries and wages 880
Salaries and wages amount $11,021
Number of returns with taxable interest 500
Taxable interest amount $429
Number of returns with ordinary dividends 300
Ordinary dividends amount $674,000
Number of returns with qualified dividends 260
Qualified dividends amount [6] $358
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $23
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $1,346,000
Number of returns with net capital gain (less loss) 300
Net capital gain (less loss) amount $52,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $2,129,000
Number of returns with taxable pensions and annuities 550
Taxable pensions and annuities amount $5,106,000
Number of farm returns 20
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $100,000
Number of returns with taxable Social Security benefits 240
Taxable Social Security benefits amount $459,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount ($45,000)
Number of returns with total statutory adjustments 280
Total statutory adjustments amount $325,000
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 30
Self-employment health insurance deduction amount $74,000
Number of returns with IRA payments 20
IRA payments amount $69,000
Number of returns with student loan interest deduction 30
Student loan interest deduction amount $26,000
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 250
Total itemized deductions amount $4,042,000
Amount of AGI for itemized returns $3,664,000
Number of returns with State and local income taxes 40
State and local income taxes amount $28,000
Number of returns with State and local general sales tax 180
State and local general sales tax amount $189,000
Number of returns with real estate taxes 230
Real estate taxes amount $410,000
Number of returns with taxes paid 250
Taxes paid amount $719,000
Number of returns with mortgage interest paid 160
Mortgage interest paid amount $1,042,000
Number of returns with contributions 190
Contributions amount $304,000
Number of returns with taxable income 630
Taxable income amount $3,662,000
Number of returns with income tax before credits 620
Income tax before credits amount $383,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 120
Total tax credits amount $33,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $21,000
Number of returns with retirement savings contribution credit 40
Retirement savings contribution credit amount $5,000
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 220
Self-employment tax amount $253,000
Number of returns with total tax payments 1,260
Total tax payments amount $2,232,000
Number of returns with earned income credit 380
Earned income credit amount [8] $719,000
Number of returns with excess earned income credit 280
Excess earned income credit (refundable) amount [9] $596,000
Number of returns with additional child tax credit 140
Additional child tax credit amount $177,000
Number of returns with refundable education credit 50
Refundable education credit amount $32,000
Number of returns with income tax 570
Income tax amount [10] $350,000
Number of returns with tax liability 770
Total tax liability amount [11] $637,000
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] $159,000
Number of returns with overpayments refunded 1,120
Overpayments refunded amount [13] $1,738,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $27,000

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

Number of returns 1,250
Number of single returns 530
Number of joint returns 560
Number of head of household returns 130
Number of returns with paid preparer's signature 590
Number of exemptions 2,310
Number of dependents 490
Total number of volunteer prepared returns [5] 130
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 100
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 160
Number of elderly returns [4] 630
Adjust gross income (AGI) [5] $45,358,000
Number of returns with total income 1,250
Salaries and wages amount $45,892,000
Number of returns with salaries and wages 810
Salaries and wages amount $25,486
Number of returns with taxable interest 370
Taxable interest amount $324
Number of returns with ordinary dividends 220
Ordinary dividends amount $594,000
Number of returns with qualified dividends 200
Qualified dividends amount [6] $374
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $50
Number of returns with business or professional net income (less loss) 180
Business or professional net income (less loss) amount $1,265,000
Number of returns with net capital gain (less loss) 210
Net capital gain (less loss) amount $474,000
Number of returns with taxable individual retirement arrangements distributions 250
Taxable individual retirement arrangements distributions amount $2,840,000
Number of returns with taxable pensions and annuities 510
Taxable pensions and annuities amount $9,940,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $121,000
Number of returns with taxable Social Security benefits 540
Taxable Social Security benefits amount $3,746,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $399,000
Number of returns with total statutory adjustments 240
Total statutory adjustments amount $534,000
Number of returns with educator expenses 50
Educator expenses amount $11,000
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 $96,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $59,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $22,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 350
Total itemized deductions amount $6,007,000
Amount of AGI for itemized returns $13,034,000
Number of returns with State and local income taxes 140
State and local income taxes amount $152,000
Number of returns with State and local general sales tax 200
State and local general sales tax amount $262,000
Number of returns with real estate taxes 300
Real estate taxes amount $511,000
Number of returns with taxes paid 350
Taxes paid amount $1,034,000
Number of returns with mortgage interest paid 250
Mortgage interest paid amount $1,528,000
Number of returns with contributions 260
Contributions amount $744,000
Number of returns with taxable income 1,180
Taxable income amount $21,341,000
Number of returns with income tax before credits 1,160
Income tax before credits amount $2,541,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 340
Total tax credits amount $243,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
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 40
Nonrefundable education credit amount $31,000
Number of returns with retirement savings contribution credit 120
Retirement savings contribution credit amount $29,000
Number of returns with child tax credit 180
Child tax credit amount $158,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $58,000
Number of returns with self-employment tax 120
Self-employment tax amount $261,000
Number of returns with total tax payments 1,180
Total tax payments amount $4,222,000
Number of returns with earned income credit 200
Earned income credit amount [8] $448,000
Number of returns with excess earned income credit 160
Excess earned income credit (refundable) amount [9] $349,000
Number of returns with additional child tax credit 140
Additional child tax credit amount $209,000
Number of returns with refundable education credit 20
Refundable education credit amount $20,000
Number of returns with income tax 1,040
Income tax amount [10] $2,298,000
Number of returns with tax liability 1,090
Total tax liability amount [11] $2,626,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 300
Tax due at time of filing amount [12] $408,000
Number of returns with overpayments refunded 910
Overpayments refunded amount [13] $1,980,000
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 810
Number of single returns 260
Number of joint returns 500
Number of head of household returns 40
Number of returns with paid preparer's signature 440
Number of exemptions 1,740
Number of dependents 430
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
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] 60
Number of elderly returns [4] 450
Adjust gross income (AGI) [5] $50,351,000
Number of returns with total income 810
Salaries and wages amount $50,889,000
Number of returns with salaries and wages 530
Salaries and wages amount $26,965
Number of returns with taxable interest 290
Taxable interest amount $480
Number of returns with ordinary dividends 200
Ordinary dividends amount $790,000
Number of returns with qualified dividends 190
Qualified dividends amount [6] $464
Number of returns with state and local income tax refunds 140
State and local income tax refunds amount $132
Number of returns with business or professional net income (less loss) 110
Business or professional net income (less loss) amount $793,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $836,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $3,111,000
Number of returns with taxable pensions and annuities 370
Taxable pensions and annuities amount $10,753,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $173,000
Number of returns with taxable Social Security benefits 390
Taxable Social Security benefits amount $5,807,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $473,000
Number of returns with total statutory adjustments 190
Total statutory adjustments amount $538,000
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 20
Self-employment health insurance deduction amount $131,000
Number of returns with IRA payments 40
IRA payments amount $172,000
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $67,000
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 350
Total itemized deductions amount $6,353,000
Amount of AGI for itemized returns $21,522,000
Number of returns with State and local income taxes 200
State and local income taxes amount $405,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $260,000
Number of returns with real estate taxes 320
Real estate taxes amount $639,000
Number of returns with taxes paid 350
Taxes paid amount $1,433,000
Number of returns with mortgage interest paid 280
Mortgage interest paid amount $1,869,000
Number of returns with contributions 280
Contributions amount $757,000
Number of returns with taxable income 810
Taxable income amount $31,504,000
Number of returns with income tax before credits 810
Income tax before credits amount $4,269,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 280
Total tax credits amount $398,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $17,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $39,000
Number of returns with retirement savings contribution credit 50
Retirement savings contribution credit amount $7,000
Number of returns with child tax credit 170
Child tax credit amount $284,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 70
Self-employment tax amount $186,000
Number of returns with total tax payments 790
Total tax payments amount $4,841,000
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 $61,000
Number of returns with refundable education credit 20
Refundable education credit amount $18,000
Number of returns with income tax 770
Income tax amount [10] $3,871,000
Number of returns with tax liability 770
Total tax liability amount [11] $4,077,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 280
Tax due at time of filing amount [12] $585,000
Number of returns with overpayments refunded 520
Overpayments refunded amount [13] $1,286,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $59,000

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

Number of returns 580
Number of single returns 100
Number of joint returns 470
Number of head of household returns 30
Number of returns with paid preparer's signature 340
Number of exemptions 1,330
Number of dependents 280
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] 40
Number of elderly returns [4] 320
Adjust gross income (AGI) [5] $50,692,000
Number of returns with total income 580
Salaries and wages amount $51,318,000
Number of returns with salaries and wages 380
Salaries and wages amount $25,941
Number of returns with taxable interest 250
Taxable interest amount $471
Number of returns with ordinary dividends 170
Ordinary dividends amount $735,000
Number of returns with qualified dividends 150
Qualified dividends amount [6] $520
Number of returns with state and local income tax refunds 150
State and local income tax refunds amount $172
Number of returns with business or professional net income (less loss) 80
Business or professional net income (less loss) amount $895,000
Number of returns with net capital gain (less loss) 150
Net capital gain (less loss) amount $1,408,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $3,386,000
Number of returns with taxable pensions and annuities 290
Taxable pensions and annuities amount $10,431,000
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 280
Taxable Social Security benefits amount $6,093,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $919,000
Number of returns with total statutory adjustments 150
Total statutory adjustments amount $626,000
Number of returns with educator expenses 30
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $180,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 40
Student loan interest deduction amount $51,000
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 300
Total itemized deductions amount $6,570,000
Amount of AGI for itemized returns $26,189,000
Number of returns with State and local income taxes 190
State and local income taxes amount $509,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $286,000
Number of returns with real estate taxes 270
Real estate taxes amount $570,000
Number of returns with taxes paid 300
Taxes paid amount $1,514,000
Number of returns with mortgage interest paid 240
Mortgage interest paid amount $1,933,000
Number of returns with contributions 250
Contributions amount $877,000
Number of returns with taxable income 580
Taxable income amount $35,150,000
Number of returns with income tax before credits 580
Income tax before credits amount $4,934,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 200
Total tax credits amount $313,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $26,000
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $36,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 120
Child tax credit amount $209,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $52,000
Number of returns with self-employment tax 60
Self-employment tax amount $215,000
Number of returns with total tax payments 570
Total tax payments amount $5,208,000
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 30
Refundable education credit amount $27,000
Number of returns with income tax 570
Income tax amount [10] $4,621,000
Number of returns with tax liability 580
Total tax liability amount [11] $4,882,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 250
Tax due at time of filing amount [12] $730,000
Number of returns with overpayments refunded 320
Overpayments refunded amount [13] $1,002,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 570
Number of single returns 90
Number of joint returns 470
Number of head of household returns 0
Number of returns with paid preparer's signature 380
Number of exemptions 1,280
Number of dependents 240
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] 30
Number of elderly returns [4] 330
Adjust gross income (AGI) [5] $73,963,000
Number of returns with total income 570
Salaries and wages amount $74,768,000
Number of returns with salaries and wages 410
Salaries and wages amount $39,530
Number of returns with taxable interest 300
Taxable interest amount $715
Number of returns with ordinary dividends 200
Ordinary dividends amount $1,426,000
Number of returns with qualified dividends 190
Qualified dividends amount [6] $979
Number of returns with state and local income tax refunds 210
State and local income tax refunds amount $331
Number of returns with business or professional net income (less loss) 140
Business or professional net income (less loss) amount $1,474,000
Number of returns with net capital gain (less loss) 220
Net capital gain (less loss) amount $3,402,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $4,990,000
Number of returns with taxable pensions and annuities 290
Taxable pensions and annuities amount $13,449,000
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 260
Taxable Social Security benefits amount $5,919,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $2,322,000
Number of returns with total statutory adjustments 180
Total statutory adjustments amount $805,000
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 40
Self-employment health insurance deduction amount $286,000
Number of returns with IRA payments 20
IRA payments amount $158,000
Number of returns with student loan interest deduction 40
Student loan interest deduction amount $50,000
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 400
Total itemized deductions amount $9,594,000
Amount of AGI for itemized returns $52,518,000
Number of returns with State and local income taxes 310
State and local income taxes amount $1,443,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $364,000
Number of returns with real estate taxes 390
Real estate taxes amount $986,000
Number of returns with taxes paid 400
Taxes paid amount $2,962,000
Number of returns with mortgage interest paid 330
Mortgage interest paid amount $2,940,000
Number of returns with contributions 360
Contributions amount $1,576,000
Number of returns with taxable income 570
Taxable income amount $56,969,000
Number of returns with income tax before credits 570
Income tax before credits amount $9,508,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 160
Total tax credits amount $194,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 20
Nonrefundable education credit amount $27,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 70
Child tax credit amount $92,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 80
Self-employment tax amount $264,000
Number of returns with total tax payments 560
Total tax payments amount $9,242,000
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 570
Income tax amount [10] $9,314,000
Number of returns with tax liability 570
Total tax liability amount [11] $9,645,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 290
Tax due at time of filing amount [12] $1,503,000
Number of returns with overpayments refunded 260
Overpayments refunded amount [13] $945,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $390,000

Adjusted Gross Income: $200,000 or more

Number of returns 90
Number of single returns 0
Number of joint returns 80
Number of head of household returns 0
Number of returns with paid preparer's signature 70
Number of exemptions 210
Number of dependents 40
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] $31,722,000
Number of returns with total income 90
Salaries and wages amount $32,318,000
Number of returns with salaries and wages 70
Salaries and wages amount $11,739
Number of returns with taxable interest 70
Taxable interest amount $253
Number of returns with ordinary dividends 50
Ordinary dividends amount $493,000
Number of returns with qualified dividends 50
Qualified dividends amount [6] $374
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $162
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) 60
Net capital gain (less loss) amount $4,787,000
Number of returns with taxable individual retirement arrangements distributions 30
Taxable individual retirement arrangements distributions amount $1,295,000
Number of returns with taxable pensions and annuities 40
Taxable pensions and annuities amount $2,652,000
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 40
Taxable Social Security benefits amount $849,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $5,775,000
Number of returns with total statutory adjustments 40
Total statutory adjustments amount $596,000
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 80
Total itemized deductions amount $3,732,000
Amount of AGI for itemized returns $30,018,000
Number of returns with State and local income taxes 70
State and local income taxes amount $1,393,000
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 80
Real estate taxes amount $326,000
Number of returns with taxes paid 80
Taxes paid amount $1,845,000
Number of returns with mortgage interest paid 70
Mortgage interest paid amount $764,000
Number of returns with contributions 80
Contributions amount $855,000
Number of returns with taxable income 90
Taxable income amount $27,281,000
Number of returns with income tax before credits 90
Income tax before credits amount $6,404,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $103,000
Number of returns with total tax credits 30
Total tax credits amount $76,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $27,000
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 20
Self-employment tax amount $60,000
Number of returns with total tax payments 90
Total tax payments amount $6,213,000
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 90
Income tax amount [10] $6,271,000
Number of returns with tax liability 90
Total tax liability amount [11] $6,611,000
Number of returns with net investment income tax 50
Net investment income tax $90,000
Number of returns with tax due at time of filing 50
Tax due at time of filing amount [12] $1,123,000
Number of returns with overpayments refunded 20
Overpayments refunded amount [13] $166,000
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.