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ZIP Code Database - Facts & Stats

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ZIP Code 87121 Income Tax Stats

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

ZIP Code 87121 Data

Zip Code:87121
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]





87121 Income Tax Overview

Total Number of Tax Returns for ZIP Code 87121 [1] 31,770
Total Number of Single Tax Returns for ZIP Code 87121 8,260
Total Number of Joint Tax Returns for ZIP Code 87121 8,290
Total Number of Dependents for ZIP Code 87121 30,270
Total Adjusted Gross Income for ZIP Code 87121 $1,089,023,000
Average Income per Person for ZIP Code 87121 $14,195
Average Income per Household for ZIP Code 87121 $34,278

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 14,230
Number of single returns 8,390
Number of joint returns 1,580
Number of head of household returns 4,150
Number of returns with paid preparer's signature 6,440
Number of exemptions 24,660
Number of dependents 10,430
Total number of volunteer prepared returns [5] 820
Number of volunteer income tax assistance (VITA) prepared returns [3] 510
Number of tax counseling for the elderly (TCE) prepared returns [3] 310
Number of volunteer prepared returns with Earned Income Credit 130
Number of refund anticipation check returns [3] 3,010
Number of elderly returns [4] 1,850
Adjust gross income (AGI) [5] $188,967,000
Number of returns with total income 14,230
Salaries and wages amount $190,736,000
Number of returns with salaries and wages 11,930
Salaries and wages amount $162,314
Number of returns with taxable interest 900
Taxable interest amount $356
Number of returns with ordinary dividends 180
Ordinary dividends amount $156,000
Number of returns with qualified dividends 160
Qualified dividends amount [6] $88
Number of returns with state and local income tax refunds 160
State and local income tax refunds amount $66
Number of returns with business or professional net income (less loss) 1,930
Business or professional net income (less loss) amount $14,647,000
Number of returns with net capital gain (less loss) 140
Net capital gain (less loss) amount $143,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $1,317,000
Number of returns with taxable pensions and annuities 1,000
Taxable pensions and annuities amount $8,827,000
Number of farm returns 20
Number of returns with unemployment compensation 380
Unemployment compensation amount [7] $1,860,000
Number of returns with taxable Social Security benefits 260
Taxable Social Security benefits amount $465,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $35,000
Number of returns with total statutory adjustments 2,120
Total statutory adjustments amount $1,769,000
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 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 40
IRA payments amount $91,000
Number of returns with student loan interest deduction 320
Student loan interest deduction amount $213,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $110,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 500
Total itemized deductions amount $6,306,000
Amount of AGI for itemized returns $8,028,000
Number of returns with State and local income taxes 250
State and local income taxes amount $134,000
Number of returns with State and local general sales tax 190
State and local general sales tax amount $128,000
Number of returns with real estate taxes 360
Real estate taxes amount $730,000
Number of returns with taxes paid 490
Taxes paid amount $1,070,000
Number of returns with mortgage interest paid 350
Mortgage interest paid amount $1,913,000
Number of returns with contributions 280
Contributions amount $512,000
Number of returns with taxable income 5,860
Taxable income amount $33,913,000
Number of returns with income tax before credits 5,890
Income tax before credits amount $3,594,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,050
Total tax credits amount $666,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $27,000
Number of returns with nonrefundable education credit 530
Nonrefundable education credit amount $254,000
Number of returns with retirement savings contribution credit 660
Retirement savings contribution credit amount $103,000
Number of returns with child tax credit 870
Child tax credit amount $269,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,650
Self-employment tax amount $2,312,000
Number of returns with total tax payments 13,120
Total tax payments amount $37,189,000
Number of returns with earned income credit 6,230
Earned income credit amount [8] $19,372,000
Number of returns with excess earned income credit 5,780
Excess earned income credit (refundable) amount [9] $17,534,000
Number of returns with additional child tax credit 4,780
Additional child tax credit amount $6,122,000
Number of returns with refundable education credit 770
Refundable education credit amount $525,000
Number of returns with income tax 4,500
Income tax amount [10] $2,928,000
Number of returns with tax liability 6,220
Total tax liability amount [11] $5,505,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,010
Tax due at time of filing amount [12] $718,000
Number of returns with overpayments refunded 12,400
Overpayments refunded amount [13] $32,350,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 11,020
Number of single returns 4,060
Number of joint returns 2,730
Number of head of household returns 4,090
Number of returns with paid preparer's signature 4,880
Number of exemptions 26,010
Number of dependents 12,290
Total number of volunteer prepared returns [5] 320
Number of volunteer income tax assistance (VITA) prepared returns [3] 220
Number of tax counseling for the elderly (TCE) prepared returns [3] 100
Number of volunteer prepared returns with Earned Income Credit 50
Number of refund anticipation check returns [3] 2,450
Number of elderly returns [4] 1,100
Adjust gross income (AGI) [5] $392,362,000
Number of returns with total income 11,020
Salaries and wages amount $394,350,000
Number of returns with salaries and wages 10,390
Salaries and wages amount $356,962
Number of returns with taxable interest 1,090
Taxable interest amount $546
Number of returns with ordinary dividends 250
Ordinary dividends amount $160,000
Number of returns with qualified dividends 220
Qualified dividends amount [6] $103
Number of returns with state and local income tax refunds 770
State and local income tax refunds amount $366
Number of returns with business or professional net income (less loss) 900
Business or professional net income (less loss) amount $8,093,000
Number of returns with net capital gain (less loss) 230
Net capital gain (less loss) amount $224,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $1,748,000
Number of returns with taxable pensions and annuities 1,150
Taxable pensions and annuities amount $18,992,000
Number of farm returns 0
Number of returns with unemployment compensation 340
Unemployment compensation amount [7] $1,849,000
Number of returns with taxable Social Security benefits 750
Taxable Social Security benefits amount $4,269,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $406,000
Number of returns with total statutory adjustments 1,710
Total statutory adjustments amount $1,988,000
Number of returns with educator expenses 170
Educator expenses amount $42,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $153,000
Number of returns with IRA payments 90
IRA payments amount $232,000
Number of returns with student loan interest deduction 810
Student loan interest deduction amount $575,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $49,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,810
Total itemized deductions amount $24,949,000
Amount of AGI for itemized returns $70,216,000
Number of returns with State and local income taxes 1,500
State and local income taxes amount $1,742,000
Number of returns with State and local general sales tax 290
State and local general sales tax amount $286,000
Number of returns with real estate taxes 1,460
Real estate taxes amount $2,653,000
Number of returns with taxes paid 1,810
Taxes paid amount $5,023,000
Number of returns with mortgage interest paid 1,490
Mortgage interest paid amount $8,237,000
Number of returns with contributions 1,100
Contributions amount $2,256,000
Number of returns with taxable income 10,520
Taxable income amount $179,355,000
Number of returns with income tax before credits 10,520
Income tax before credits amount $21,649,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 6,040
Total tax credits amount $5,360,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 580
Child and dependent care credit amount $269,000
Number of returns with nonrefundable education credit 880
Nonrefundable education credit amount $669,000
Number of returns with retirement savings contribution credit 2,200
Retirement savings contribution credit amount $378,000
Number of returns with child tax credit 4,260
Child tax credit amount $3,919,000
Number of returns with residential energy tax credit 120
Residential energy tax credit amount $126,000
Number of returns with self-employment tax 610
Self-employment tax amount $1,443,000
Number of returns with total tax payments 10,880
Total tax payments amount $45,498,000
Number of returns with earned income credit 4,200
Earned income credit amount [8] $9,365,000
Number of returns with excess earned income credit 3,560
Excess earned income credit (refundable) amount [9] $8,111,000
Number of returns with additional child tax credit 3,370
Additional child tax credit amount $4,801,000
Number of returns with refundable education credit 630
Refundable education credit amount $443,000
Number of returns with income tax 7,420
Income tax amount [10] $16,289,000
Number of returns with tax liability 7,950
Total tax liability amount [11] $18,188,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,460
Tax due at time of filing amount [12] $2,110,000
Number of returns with overpayments refunded 9,540
Overpayments refunded amount [13] $29,139,000
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 4,000
Number of single returns 1,030
Number of joint returns 2,060
Number of head of household returns 840
Number of returns with paid preparer's signature 1,930
Number of exemptions 10,780
Number of dependents 4,720
Total number of volunteer prepared returns [5] 70
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] 680
Number of elderly returns [4] 540
Adjust gross income (AGI) [5] $242,282,000
Number of returns with total income 4,000
Salaries and wages amount $243,534,000
Number of returns with salaries and wages 3,760
Salaries and wages amount $213,357
Number of returns with taxable interest 720
Taxable interest amount $309
Number of returns with ordinary dividends 180
Ordinary dividends amount $151,000
Number of returns with qualified dividends 150
Qualified dividends amount [6] $98
Number of returns with state and local income tax refunds 640
State and local income tax refunds amount $370
Number of returns with business or professional net income (less loss) 420
Business or professional net income (less loss) amount $3,554,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $479,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $1,993,000
Number of returns with taxable pensions and annuities 690
Taxable pensions and annuities amount $15,311,000
Number of farm returns 20
Number of returns with unemployment compensation 140
Unemployment compensation amount [7] $675,000
Number of returns with taxable Social Security benefits 440
Taxable Social Security benefits amount $5,747,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $857,000
Number of returns with total statutory adjustments 870
Total statutory adjustments amount $1,252,000
Number of returns with educator expenses 100
Educator expenses amount $25,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 80
IRA payments amount $224,000
Number of returns with student loan interest deduction 420
Student loan interest deduction amount $369,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $50,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,350
Total itemized deductions amount $22,823,000
Amount of AGI for itemized returns $82,610,000
Number of returns with State and local income taxes 1,200
State and local income taxes amount $2,395,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $175,000
Number of returns with real estate taxes 1,160
Real estate taxes amount $2,408,000
Number of returns with taxes paid 1,350
Taxes paid amount $5,252,000
Number of returns with mortgage interest paid 1,180
Mortgage interest paid amount $6,677,000
Number of returns with contributions 870
Contributions amount $2,340,000
Number of returns with taxable income 3,980
Taxable income amount $147,786,000
Number of returns with income tax before credits 3,980
Income tax before credits amount $20,123,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,140
Total tax credits amount $3,567,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 230
Child and dependent care credit amount $104,000
Number of returns with nonrefundable education credit 410
Nonrefundable education credit amount $428,000
Number of returns with retirement savings contribution credit 380
Retirement savings contribution credit amount $56,000
Number of returns with child tax credit 1,740
Child tax credit amount $2,824,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $138,000
Number of returns with self-employment tax 280
Self-employment tax amount $673,000
Number of returns with total tax payments 3,960
Total tax payments amount $24,103,000
Number of returns with earned income credit 50
Earned income credit amount [8] $20,000
Number of returns with excess earned income credit 40
Excess earned income credit (refundable) amount [9] $13,000
Number of returns with additional child tax credit 340
Additional child tax credit amount $426,000
Number of returns with refundable education credit 300
Refundable education credit amount $232,000
Number of returns with income tax 3,640
Income tax amount [10] $16,557,000
Number of returns with tax liability 3,710
Total tax liability amount [11] $17,594,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 900
Tax due at time of filing amount [12] $1,882,000
Number of returns with overpayments refunded 3,080
Overpayments refunded amount [13] $8,234,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $150,000

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

Number of returns 1,530
Number of single returns 260
Number of joint returns 1,110
Number of head of household returns 150
Number of returns with paid preparer's signature 720
Number of exemptions 4,330
Number of dependents 1,690
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] 220
Number of elderly returns [4] 250
Adjust gross income (AGI) [5] $130,430,000
Number of returns with total income 1,530
Salaries and wages amount $131,107,000
Number of returns with salaries and wages 1,460
Salaries and wages amount $112,635
Number of returns with taxable interest 380
Taxable interest amount $134
Number of returns with ordinary dividends 120
Ordinary dividends amount $132,000
Number of returns with qualified dividends 110
Qualified dividends amount [6] $111
Number of returns with state and local income tax refunds 290
State and local income tax refunds amount $202
Number of returns with business or professional net income (less loss) 160
Business or professional net income (less loss) amount $2,022,000
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $274,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $1,310,000
Number of returns with taxable pensions and annuities 360
Taxable pensions and annuities amount $9,776,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $266,000
Number of returns with taxable Social Security benefits 200
Taxable Social Security benefits amount $3,574,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $239,000
Number of returns with total statutory adjustments 400
Total statutory adjustments amount $677,000
Number of returns with educator expenses 60
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 20
Self-employment health insurance deduction amount $111,000
Number of returns with IRA payments 30
IRA payments amount $123,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $218,000
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 670
Total itemized deductions amount $12,634,000
Amount of AGI for itemized returns $57,734,000
Number of returns with State and local income taxes 620
State and local income taxes amount $1,828,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $108,000
Number of returns with real estate taxes 600
Real estate taxes amount $1,116,000
Number of returns with taxes paid 670
Taxes paid amount $3,216,000
Number of returns with mortgage interest paid 610
Mortgage interest paid amount $3,720,000
Number of returns with contributions 510
Contributions amount $1,600,000
Number of returns with taxable income 1,530
Taxable income amount $89,970,000
Number of returns with income tax before credits 1,530
Income tax before credits amount $13,151,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 760
Total tax credits amount $1,442,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $60,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $183,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 660
Child tax credit amount $1,118,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $63,000
Number of returns with self-employment tax 110
Self-employment tax amount $327,000
Number of returns with total tax payments 1,530
Total tax payments amount $14,449,000
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 120
Refundable education credit amount $90,000
Number of returns with income tax 1,520
Income tax amount [10] $11,709,000
Number of returns with tax liability 1,520
Total tax liability amount [11] $12,226,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 420
Tax due at time of filing amount [12] $1,160,000
Number of returns with overpayments refunded 1,110
Overpayments refunded amount [13] $3,348,000
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 950
Number of single returns 110
Number of joint returns 780
Number of head of household returns 70
Number of returns with paid preparer's signature 430
Number of exemptions 2,850
Number of dependents 1,110
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 120
Number of elderly returns [4] 180
Adjust gross income (AGI) [5] $118,214,000
Number of returns with total income 950
Salaries and wages amount $119,041,000
Number of returns with salaries and wages 900
Salaries and wages amount $95,337
Number of returns with taxable interest 350
Taxable interest amount $253
Number of returns with ordinary dividends 140
Ordinary dividends amount $423,000
Number of returns with qualified dividends 120
Qualified dividends amount [6] $355
Number of returns with state and local income tax refunds 270
State and local income tax refunds amount $203
Number of returns with business or professional net income (less loss) 140
Business or professional net income (less loss) amount $1,949,000
Number of returns with net capital gain (less loss) 90
Net capital gain (less loss) amount $1,416,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $1,972,000
Number of returns with taxable pensions and annuities 320
Taxable pensions and annuities amount $13,377,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $190,000
Number of returns with taxable Social Security benefits 120
Taxable Social Security benefits amount $2,356,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $3,001,000
Number of returns with total statutory adjustments 310
Total statutory adjustments amount $827,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 140
Student loan interest deduction amount $166,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $47,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 550
Total itemized deductions amount $12,283,000
Amount of AGI for itemized returns $69,997,000
Number of returns with State and local income taxes 520
State and local income taxes amount $2,368,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $124,000
Number of returns with real estate taxes 510
Real estate taxes amount $1,066,000
Number of returns with taxes paid 550
Taxes paid amount $3,733,000
Number of returns with mortgage interest paid 510
Mortgage interest paid amount $3,320,000
Number of returns with contributions 450
Contributions amount $2,177,000
Number of returns with taxable income 950
Taxable income amount $89,492,000
Number of returns with income tax before credits 950
Income tax before credits amount $15,050,000
Number of returns with alternative minimum tax 50
Alternative minimum tax amount $129,000
Number of returns with total tax credits 430
Total tax credits amount $726,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $43,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $139,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 310
Child tax credit amount $475,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $46,000
Number of returns with self-employment tax 90
Self-employment tax amount $327,000
Number of returns with total tax payments 940
Total tax payments amount $14,978,000
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 90
Refundable education credit amount $79,000
Number of returns with income tax 950
Income tax amount [10] $14,337,000
Number of returns with tax liability 950
Total tax liability amount [11] $15,021,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 370
Tax due at time of filing amount [12] $2,067,000
Number of returns with overpayments refunded 580
Overpayments refunded amount [13] $2,080,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

Adjusted Gross Income: $200,000 or more

Number of returns 40
Number of single returns 0
Number of joint returns 30
Number of head of household returns 0
Number of returns with paid preparer's signature 30
Number of exemptions 110
Number of dependents 30
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] 0
Adjust gross income (AGI) [5] $16,768,000
Number of returns with total income 40
Salaries and wages amount $16,768,000
Number of returns with salaries and wages 40
Salaries and wages amount $7,298
Number of returns with taxable interest 20
Taxable interest amount $139
Number of returns with ordinary dividends 0
Ordinary dividends amount $0
Number of returns with qualified dividends 0
Qualified dividends amount [6] $0
Number of returns with state and local income tax refunds 20
State and local income tax refunds amount $22
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) 20
Net capital gain (less loss) amount $1,619,000
Number of returns with taxable individual retirement arrangements distributions 0
Taxable individual retirement arrangements distributions amount $0
Number of returns with taxable pensions and annuities 0
Taxable pensions and annuities amount $0
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 0
Taxable Social Security benefits amount $0
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 0
Total statutory adjustments amount $0
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 40
Total itemized deductions amount $1,348,000
Amount of AGI for itemized returns $16,067,000
Number of returns with State and local income taxes 40
State and local income taxes amount $720,000
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 40
Real estate taxes amount $110,000
Number of returns with taxes paid 40
Taxes paid amount $877,000
Number of returns with mortgage interest paid 30
Mortgage interest paid amount $293,000
Number of returns with contributions 30
Contributions amount $197,000
Number of returns with taxable income 40
Taxable income amount $13,534,000
Number of returns with income tax before credits 40
Income tax before credits amount $3,049,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 0
Total tax credits amount $0
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 0
Self-employment tax amount $0
Number of returns with total tax payments 40
Total tax payments amount $2,897,000
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 40
Income tax amount [10] $3,023,000
Number of returns with tax liability 40
Total tax liability amount [11] $3,250,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 30
Tax due at time of filing amount [12] $578,000
Number of returns with overpayments refunded 0
Overpayments refunded amount [13] $0
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.