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ZIP Code Database - Facts & Stats

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ZIP Code 87107 Income Tax Stats

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

ZIP Code 87107 Data

Zip Code:87107
City:Albuquerque
State:NM [New Mexico]
Counties: BERNALILLO, NM
City Alias(es):Albuquerque
Area Code:505
Time Zone: Mountain (GMT -07:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





87107 Income Tax Overview

Total Number of Tax Returns for ZIP Code 87107 [1] 14,060
Total Number of Single Tax Returns for ZIP Code 87107 3,520
Total Number of Joint Tax Returns for ZIP Code 87107 4,020
Total Number of Dependents for ZIP Code 87107 6,920
Total Adjusted Gross Income for ZIP Code 87107 $956,992,000
Average Income per Person for ZIP Code 87107 $30,690
Average Income per Household for ZIP Code 87107 $68,065

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 5,730
Number of single returns 4,110
Number of joint returns 530
Number of head of household returns 1,060
Number of returns with paid preparer's signature 2,250
Number of exemptions 7,960
Number of dependents 2,310
Total number of volunteer prepared returns [5] 570
Number of volunteer income tax assistance (VITA) prepared returns [3] 280
Number of tax counseling for the elderly (TCE) prepared returns [3] 300
Number of volunteer prepared returns with Earned Income Credit 80
Number of refund anticipation check returns [3] 1,020
Number of elderly returns [4] 1,500
Adjust gross income (AGI) [5] $69,035,000
Number of returns with total income 5,730
Salaries and wages amount $70,000,000
Number of returns with salaries and wages 4,110
Salaries and wages amount $52,452
Number of returns with taxable interest 970
Taxable interest amount $597
Number of returns with ordinary dividends 460
Ordinary dividends amount $1,238,000
Number of returns with qualified dividends 420
Qualified dividends amount [6] $832
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $49
Number of returns with business or professional net income (less loss) 740
Business or professional net income (less loss) amount $4,814,000
Number of returns with net capital gain (less loss) 400
Net capital gain (less loss) amount $667,000
Number of returns with taxable individual retirement arrangements distributions 350
Taxable individual retirement arrangements distributions amount $2,137,000
Number of returns with taxable pensions and annuities 720
Taxable pensions and annuities amount $6,992,000
Number of farm returns 30
Number of returns with unemployment compensation 150
Unemployment compensation amount [7] $620,000
Number of returns with taxable Social Security benefits 250
Taxable Social Security benefits amount $425,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $11,000
Number of returns with total statutory adjustments 850
Total statutory adjustments amount $965,000
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 70
Self-employment health insurance deduction amount $172,000
Number of returns with IRA payments 20
IRA payments amount $69,000
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $113,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $149,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 320
Total itemized deductions amount $4,906,000
Amount of AGI for itemized returns $4,560,000
Number of returns with State and local income taxes 130
State and local income taxes amount $118,000
Number of returns with State and local general sales tax 150
State and local general sales tax amount $93,000
Number of returns with real estate taxes 250
Real estate taxes amount $698,000
Number of returns with taxes paid 320
Taxes paid amount $957,000
Number of returns with mortgage interest paid 200
Mortgage interest paid amount $1,212,000
Number of returns with contributions 200
Contributions amount $301,000
Number of returns with taxable income 2,440
Taxable income amount $14,739,000
Number of returns with income tax before credits 2,380
Income tax before credits amount $1,530,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 670
Total tax credits amount $210,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $5,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $96,000
Number of returns with retirement savings contribution credit 240
Retirement savings contribution credit amount $39,000
Number of returns with child tax credit 220
Child tax credit amount $66,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 620
Self-employment tax amount $814,000
Number of returns with total tax payments 4,800
Total tax payments amount $10,323,000
Number of returns with earned income credit 1,970
Earned income credit amount [8] $4,359,000
Number of returns with excess earned income credit 1,690
Excess earned income credit (refundable) amount [9] $3,938,000
Number of returns with additional child tax credit 1,060
Additional child tax credit amount $1,256,000
Number of returns with refundable education credit 240
Refundable education credit amount $171,000
Number of returns with income tax 1,980
Income tax amount [10] $1,318,000
Number of returns with tax liability 2,520
Total tax liability amount [11] $2,223,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 560
Tax due at time of filing amount [12] $455,000
Number of returns with overpayments refunded 4,400
Overpayments refunded amount [13] $8,472,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $65,000

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

Number of returns 3,570
Number of single returns 2,010
Number of joint returns 700
Number of head of household returns 800
Number of returns with paid preparer's signature 1,420
Number of exemptions 6,350
Number of dependents 2,100
Total number of volunteer prepared returns [5] 140
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
Number of tax counseling for the elderly (TCE) prepared returns [3] 80
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 620
Number of elderly returns [4] 900
Adjust gross income (AGI) [5] $126,905,000
Number of returns with total income 3,570
Salaries and wages amount $128,361,000
Number of returns with salaries and wages 2,980
Salaries and wages amount $99,163
Number of returns with taxable interest 800
Taxable interest amount $600
Number of returns with ordinary dividends 380
Ordinary dividends amount $1,350,000
Number of returns with qualified dividends 350
Qualified dividends amount [6] $941
Number of returns with state and local income tax refunds 250
State and local income tax refunds amount $124
Number of returns with business or professional net income (less loss) 390
Business or professional net income (less loss) amount $3,357,000
Number of returns with net capital gain (less loss) 340
Net capital gain (less loss) amount $956,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $2,788,000
Number of returns with taxable pensions and annuities 680
Taxable pensions and annuities amount $14,100,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $446,000
Number of returns with taxable Social Security benefits 630
Taxable Social Security benefits amount $4,281,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $676,000
Number of returns with total statutory adjustments 720
Total statutory adjustments amount $1,456,000
Number of returns with educator expenses 90
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 60
Self-employment health insurance deduction amount $236,000
Number of returns with IRA payments 70
IRA payments amount $231,000
Number of returns with student loan interest deduction 310
Student loan interest deduction amount $324,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 650
Total itemized deductions amount $9,941,000
Amount of AGI for itemized returns $24,677,000
Number of returns with State and local income taxes 460
State and local income taxes amount $597,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $150,000
Number of returns with real estate taxes 500
Real estate taxes amount $1,293,000
Number of returns with taxes paid 640
Taxes paid amount $2,177,000
Number of returns with mortgage interest paid 440
Mortgage interest paid amount $2,719,000
Number of returns with contributions 440
Contributions amount $918,000
Number of returns with taxable income 3,450
Taxable income amount $67,099,000
Number of returns with income tax before credits 3,430
Income tax before credits amount $8,188,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,430
Total tax credits amount $1,123,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $53,000
Number of returns with nonrefundable education credit 260
Nonrefundable education credit amount $226,000
Number of returns with retirement savings contribution credit 520
Retirement savings contribution credit amount $94,000
Number of returns with child tax credit 770
Child tax credit amount $714,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $30,000
Number of returns with self-employment tax 290
Self-employment tax amount $634,000
Number of returns with total tax payments 3,480
Total tax payments amount $13,666,000
Number of returns with earned income credit 730
Earned income credit amount [8] $1,483,000
Number of returns with excess earned income credit 580
Excess earned income credit (refundable) amount [9] $1,259,000
Number of returns with additional child tax credit 550
Additional child tax credit amount $732,000
Number of returns with refundable education credit 140
Refundable education credit amount $97,000
Number of returns with income tax 2,900
Income tax amount [10] $7,065,000
Number of returns with tax liability 3,010
Total tax liability amount [11] $7,824,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 660
Tax due at time of filing amount [12] $835,000
Number of returns with overpayments refunded 2,850
Overpayments refunded amount [13] $6,543,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $81,000

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

Number of returns 1,610
Number of single returns 800
Number of joint returns 580
Number of head of household returns 210
Number of returns with paid preparer's signature 760
Number of exemptions 2,950
Number of dependents 760
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] 180
Number of elderly returns [4] 630
Adjust gross income (AGI) [5] $98,801,000
Number of returns with total income 1,610
Salaries and wages amount $100,534,000
Number of returns with salaries and wages 1,260
Salaries and wages amount $66,587
Number of returns with taxable interest 660
Taxable interest amount $640
Number of returns with ordinary dividends 360
Ordinary dividends amount $1,269,000
Number of returns with qualified dividends 330
Qualified dividends amount [6] $857
Number of returns with state and local income tax refunds 280
State and local income tax refunds amount $159
Number of returns with business or professional net income (less loss) 260
Business or professional net income (less loss) amount $2,978,000
Number of returns with net capital gain (less loss) 320
Net capital gain (less loss) amount $1,641,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $2,751,000
Number of returns with taxable pensions and annuities 510
Taxable pensions and annuities amount $15,723,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $212,000
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $6,493,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $1,235,000
Number of returns with total statutory adjustments 460
Total statutory adjustments amount $1,733,000
Number of returns with educator expenses 50
Educator expenses amount $13,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $427,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $304,000
Number of returns with IRA payments 50
IRA payments amount $223,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $228,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $45,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 600
Total itemized deductions amount $10,501,000
Amount of AGI for itemized returns $37,301,000
Number of returns with State and local income taxes 540
State and local income taxes amount $1,206,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $76,000
Number of returns with real estate taxes 520
Real estate taxes amount $1,573,000
Number of returns with taxes paid 600
Taxes paid amount $2,922,000
Number of returns with mortgage interest paid 460
Mortgage interest paid amount $3,027,000
Number of returns with contributions 470
Contributions amount $1,254,000
Number of returns with taxable income 1,600
Taxable income amount $66,346,000
Number of returns with income tax before credits 1,590
Income tax before credits amount $9,475,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 520
Total tax credits amount $645,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $18,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $112,000
Number of returns with retirement savings contribution credit 70
Retirement savings contribution credit amount $12,000
Number of returns with child tax credit 290
Child tax credit amount $442,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $31,000
Number of returns with self-employment tax 180
Self-employment tax amount $547,000
Number of returns with total tax payments 1,570
Total tax payments amount $11,226,000
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 50
Additional child tax credit amount $61,000
Number of returns with refundable education credit 70
Refundable education credit amount $53,000
Number of returns with income tax 1,540
Income tax amount [10] $8,830,000
Number of returns with tax liability 1,560
Total tax liability amount [11] $9,468,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 500
Tax due at time of filing amount [12] $1,030,000
Number of returns with overpayments refunded 1,060
Overpayments refunded amount [13] $2,609,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $132,000

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

Number of returns 950
Number of single returns 320
Number of joint returns 550
Number of head of household returns 60
Number of returns with paid preparer's signature 490
Number of exemptions 1,920
Number of dependents 420
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] 420
Adjust gross income (AGI) [5] $82,012,000
Number of returns with total income 950
Salaries and wages amount $83,023,000
Number of returns with salaries and wages 710
Salaries and wages amount $50,179
Number of returns with taxable interest 530
Taxable interest amount $610
Number of returns with ordinary dividends 300
Ordinary dividends amount $1,540,000
Number of returns with qualified dividends 280
Qualified dividends amount [6] $946
Number of returns with state and local income tax refunds 240
State and local income tax refunds amount $165
Number of returns with business or professional net income (less loss) 150
Business or professional net income (less loss) amount $1,878,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $2,117,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $3,108,000
Number of returns with taxable pensions and annuities 370
Taxable pensions and annuities amount $14,893,000
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 330
Taxable Social Security benefits amount $6,451,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $1,291,000
Number of returns with total statutory adjustments 270
Total statutory adjustments amount $1,011,000
Number of returns with educator expenses 50
Educator expenses amount $13,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $235,000
Number of returns with IRA payments 30
IRA payments amount $201,000
Number of returns with student loan interest deduction 90
Student loan interest deduction amount $108,000
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 490
Total itemized deductions amount $9,051,000
Amount of AGI for itemized returns $42,438,000
Number of returns with State and local income taxes 450
State and local income taxes amount $1,476,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $50,000
Number of returns with real estate taxes 450
Real estate taxes amount $1,471,000
Number of returns with taxes paid 490
Taxes paid amount $3,058,000
Number of returns with mortgage interest paid 390
Mortgage interest paid amount $2,746,000
Number of returns with contributions 420
Contributions amount $1,187,000
Number of returns with taxable income 950
Taxable income amount $59,780,000
Number of returns with income tax before credits 940
Income tax before credits amount $9,001,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 360
Total tax credits amount $482,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $19,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $19,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $95,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 180
Child tax credit amount $277,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $26,000
Number of returns with self-employment tax 110
Self-employment tax amount $371,000
Number of returns with total tax payments 940
Total tax payments amount $9,851,000
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 $43,000
Number of returns with income tax 940
Income tax amount [10] $8,519,000
Number of returns with tax liability 940
Total tax liability amount [11] $8,951,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 320
Tax due at time of filing amount [12] $934,000
Number of returns with overpayments refunded 580
Overpayments refunded amount [13] $1,655,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $160,000

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

Number of returns 1,430
Number of single returns 310
Number of joint returns 1,040
Number of head of household returns 70
Number of returns with paid preparer's signature 810
Number of exemptions 3,250
Number of dependents 770
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] 90
Number of elderly returns [4] 710
Adjust gross income (AGI) [5] $196,602,000
Number of returns with total income 1,430
Salaries and wages amount $199,428,000
Number of returns with salaries and wages 1,120
Salaries and wages amount $115,936
Number of returns with taxable interest 1,040
Taxable interest amount $2,255
Number of returns with ordinary dividends 680
Ordinary dividends amount $6,084,000
Number of returns with qualified dividends 630
Qualified dividends amount [6] $4,269
Number of returns with state and local income tax refunds 520
State and local income tax refunds amount $550
Number of returns with business or professional net income (less loss) 340
Business or professional net income (less loss) amount $6,204,000
Number of returns with net capital gain (less loss) 620
Net capital gain (less loss) amount $9,049,000
Number of returns with taxable individual retirement arrangements distributions 380
Taxable individual retirement arrangements distributions amount $9,367,000
Number of returns with taxable pensions and annuities 580
Taxable pensions and annuities amount $28,005,000
Number of farm returns 40
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $145,000
Number of returns with taxable Social Security benefits 480
Taxable Social Security benefits amount $11,689,000
Number of returns with partnership/S-corp net income (less loss) 260
Partnership/S-corp net income (less loss) amount $4,683,000
Number of returns with total statutory adjustments 520
Total statutory adjustments amount $2,826,000
Number of returns with educator expenses 80
Educator expenses amount $22,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $421,000
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $852,000
Number of returns with IRA payments 60
IRA payments amount $425,000
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $154,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $55,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,070
Total itemized deductions amount $27,545,000
Amount of AGI for itemized returns $151,115,000
Number of returns with State and local income taxes 1,020
State and local income taxes amount $5,986,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $120,000
Number of returns with real estate taxes 1,020
Real estate taxes amount $4,616,000
Number of returns with taxes paid 1,070
Taxes paid amount $10,867,000
Number of returns with mortgage interest paid 830
Mortgage interest paid amount $7,418,000
Number of returns with contributions 920
Contributions amount $4,289,000
Number of returns with taxable income 1,430
Taxable income amount $151,340,000
Number of returns with income tax before credits 1,420
Income tax before credits amount $26,316,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $94,000
Number of returns with total tax credits 590
Total tax credits amount $640,000
Number of returns with foreign tax credit 310
Foreign tax credit amount $50,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $37,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $108,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 160
Child tax credit amount $205,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $186,000
Number of returns with self-employment tax 270
Self-employment tax amount $1,141,000
Number of returns with total tax payments 1,410
Total tax payments amount $27,994,000
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 70
Refundable education credit amount $64,000
Number of returns with income tax 1,420
Income tax amount [10] $25,676,000
Number of returns with tax liability 1,420
Total tax liability amount [11] $27,005,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 610
Tax due at time of filing amount [12] $2,991,000
Number of returns with overpayments refunded 700
Overpayments refunded amount [13] $3,057,000
Number of returns with credit to next year’s estimated tax 150
Credited to next year’s estimated tax amount $907,000

Adjusted Gross Income: $200,000 or more

Number of returns 770
Number of single returns 120
Number of joint returns 620
Number of head of household returns 40
Number of returns with paid preparer's signature 600
Number of exemptions 1,950
Number of dependents 560
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] 340
Adjust gross income (AGI) [5] $383,637,000
Number of returns with total income 770
Salaries and wages amount $389,995,000
Number of returns with salaries and wages 640
Salaries and wages amount $175,316
Number of returns with taxable interest 650
Taxable interest amount $7,494
Number of returns with ordinary dividends 500
Ordinary dividends amount $34,165,000
Number of returns with qualified dividends 480
Qualified dividends amount [6] $30,671
Number of returns with state and local income tax refunds 330
State and local income tax refunds amount $1,066
Number of returns with business or professional net income (less loss) 200
Business or professional net income (less loss) amount $7,857,000
Number of returns with net capital gain (less loss) 510
Net capital gain (less loss) amount $50,461,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $9,887,000
Number of returns with taxable pensions and annuities 220
Taxable pensions and annuities amount $19,090,000
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 210
Taxable Social Security benefits amount $6,375,000
Number of returns with partnership/S-corp net income (less loss) 360
Partnership/S-corp net income (less loss) amount $70,687,000
Number of returns with total statutory adjustments 310
Total statutory adjustments amount $6,358,000
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 $833,000
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $1,295,000
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 60
Domestic production activities deduction amount $2,160,000
Number of returns with itemized deductions 740
Total itemized deductions amount $52,186,000
Amount of AGI for itemized returns $372,733,000
Number of returns with State and local income taxes 720
State and local income taxes amount $18,368,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $86,000
Number of returns with real estate taxes 710
Real estate taxes amount $5,719,000
Number of returns with taxes paid 740
Taxes paid amount $34,412,000
Number of returns with mortgage interest paid 510
Mortgage interest paid amount $7,386,000
Number of returns with contributions 680
Contributions amount $10,519,000
Number of returns with taxable income 770
Taxable income amount $331,501,000
Number of returns with income tax before credits 770
Income tax before credits amount $91,911,000
Number of returns with alternative minimum tax 410
Alternative minimum tax amount $3,766,000
Number of returns with total tax credits 380
Total tax credits amount $1,428,000
Number of returns with foreign tax credit 290
Foreign tax credit amount $210,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $30,000
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 20
Residential energy tax credit amount $104,000
Number of returns with self-employment tax 180
Self-employment tax amount $1,272,000
Number of returns with total tax payments 760
Total tax payments amount $101,066,000
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 770
Income tax amount [10] $90,488,000
Number of returns with tax liability 770
Total tax liability amount [11] $94,669,000
Number of returns with net investment income tax 480
Net investment income tax $2,002,000
Number of returns with tax due at time of filing 360
Tax due at time of filing amount [12] $13,055,000
Number of returns with overpayments refunded 270
Overpayments refunded amount [13] $3,532,000
Number of returns with credit to next year’s estimated tax 170
Credited to next year’s estimated tax amount $10,845,000

[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.