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ZIP Code Database - Facts & Stats

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ZIP Code 87123 Income Tax Stats

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

ZIP Code 87123 Data

Zip Code:87123
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]


87123 Income Tax Overview

Total Number of Tax Returns for ZIP Code 87123 [1] 19,180
Total Number of Single Tax Returns for ZIP Code 87123 5,460
Total Number of Joint Tax Returns for ZIP Code 87123 5,830
Total Number of Dependents for ZIP Code 87123 11,290
Total Adjusted Gross Income for ZIP Code 87123 $1,000,050,000
Average Income per Person for ZIP Code 87123 $24,116
Average Income per Household for ZIP Code 87123 $52,140

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 7,880
Number of single returns 5,200
Number of joint returns 840
Number of head of household returns 1,780
Number of returns with paid preparer's signature 2,920
Number of exemptions 12,120
Number of dependents 4,100
Total number of volunteer prepared returns [5] 900
Number of volunteer income tax assistance (VITA) prepared returns [3] 420
Number of tax counseling for the elderly (TCE) prepared returns [3] 480
Number of volunteer prepared returns with Earned Income Credit 120
Number of refund anticipation check returns [3] 1,530
Number of elderly returns [4] 1,710
Adjust gross income (AGI) [5] $98,092,000
Number of returns with total income 7,880
Salaries and wages amount $99,405,000
Number of returns with salaries and wages 5,990
Salaries and wages amount $77,713
Number of returns with taxable interest 1,020
Taxable interest amount $603
Number of returns with ordinary dividends 460
Ordinary dividends amount $799,000
Number of returns with qualified dividends 400
Qualified dividends amount [6] $419
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $59
Number of returns with business or professional net income (less loss) 1,040
Business or professional net income (less loss) amount $7,512,000
Number of returns with net capital gain (less loss) 400
Net capital gain (less loss) amount $177,000
Number of returns with taxable individual retirement arrangements distributions 350
Taxable individual retirement arrangements distributions amount $2,022,000
Number of returns with taxable pensions and annuities 920
Taxable pensions and annuities amount $8,570,000
Number of farm returns 0
Number of returns with unemployment compensation 210
Unemployment compensation amount [7] $969,000
Number of returns with taxable Social Security benefits 290
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 $129,000
Number of returns with total statutory adjustments 1,160
Total statutory adjustments amount $1,313,000
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 50
Self-employment health insurance deduction amount $145,000
Number of returns with IRA payments 20
IRA payments amount $60,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $189,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $172,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 370
Total itemized deductions amount $5,617,000
Amount of AGI for itemized returns $5,422,000
Number of returns with State and local income taxes 130
State and local income taxes amount $93,000
Number of returns with State and local general sales tax 180
State and local general sales tax amount $126,000
Number of returns with real estate taxes 270
Real estate taxes amount $644,000
Number of returns with taxes paid 360
Taxes paid amount $892,000
Number of returns with mortgage interest paid 230
Mortgage interest paid amount $1,496,000
Number of returns with contributions 220
Contributions amount $384,000
Number of returns with taxable income 3,250
Taxable income amount $19,424,000
Number of returns with income tax before credits 3,230
Income tax before credits amount $2,043,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,000
Total tax credits amount $300,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $9,000
Number of returns with nonrefundable education credit 290
Nonrefundable education credit amount $128,000
Number of returns with retirement savings contribution credit 370
Retirement savings contribution credit amount $61,000
Number of returns with child tax credit 300
Child tax credit amount $95,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 870
Self-employment tax amount $1,188,000
Number of returns with total tax payments 6,880
Total tax payments amount $16,452,000
Number of returns with earned income credit 3,040
Earned income credit amount [8] $7,757,000
Number of returns with excess earned income credit 2,700
Excess earned income credit (refundable) amount [9] $7,026,000
Number of returns with additional child tax credit 1,890
Additional child tax credit amount $2,319,000
Number of returns with refundable education credit 370
Refundable education credit amount $278,000
Number of returns with income tax 2,620
Income tax amount [10] $1,743,000
Number of returns with tax liability 3,440
Total tax liability amount [11] $3,053,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 670
Tax due at time of filing amount [12] $562,000
Number of returns with overpayments refunded 6,380
Overpayments refunded amount [13] $13,877,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $29,000

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

Number of returns 4,800
Number of single returns 2,470
Number of joint returns 1,130
Number of head of household returns 1,120
Number of returns with paid preparer's signature 1,790
Number of exemptions 9,300
Number of dependents 3,380
Total number of volunteer prepared returns [5] 270
Number of volunteer income tax assistance (VITA) prepared returns [3] 130
Number of tax counseling for the elderly (TCE) prepared returns [3] 150
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 900
Number of elderly returns [4] 1,010
Adjust gross income (AGI) [5] $171,743,000
Number of returns with total income 4,800
Salaries and wages amount $173,514,000
Number of returns with salaries and wages 4,110
Salaries and wages amount $139,596
Number of returns with taxable interest 970
Taxable interest amount $686
Number of returns with ordinary dividends 430
Ordinary dividends amount $1,024,000
Number of returns with qualified dividends 390
Qualified dividends amount [6] $656
Number of returns with state and local income tax refunds 340
State and local income tax refunds amount $153
Number of returns with business or professional net income (less loss) 510
Business or professional net income (less loss) amount $5,360,000
Number of returns with net capital gain (less loss) 350
Net capital gain (less loss) amount $710,000
Number of returns with taxable individual retirement arrangements distributions 330
Taxable individual retirement arrangements distributions amount $3,035,000
Number of returns with taxable pensions and annuities 820
Taxable pensions and annuities amount $16,765,000
Number of farm returns 30
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $615,000
Number of returns with taxable Social Security benefits 720
Taxable Social Security benefits amount $4,756,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $441,000
Number of returns with total statutory adjustments 990
Total statutory adjustments amount $1,771,000
Number of returns with educator expenses 110
Educator expenses amount $26,000
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 $223,000
Number of returns with IRA payments 70
IRA payments amount $253,000
Number of returns with student loan interest deduction 460
Student loan interest deduction amount $437,000
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 790
Total itemized deductions amount $11,440,000
Amount of AGI for itemized returns $30,542,000
Number of returns with State and local income taxes 600
State and local income taxes amount $819,000
Number of returns with State and local general sales tax 150
State and local general sales tax amount $153,000
Number of returns with real estate taxes 640
Real estate taxes amount $1,609,000
Number of returns with taxes paid 780
Taxes paid amount $2,713,000
Number of returns with mortgage interest paid 600
Mortgage interest paid amount $3,596,000
Number of returns with contributions 500
Contributions amount $1,087,000
Number of returns with taxable income 4,620
Taxable income amount $88,256,000
Number of returns with income tax before credits 4,600
Income tax before credits amount $10,836,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,990
Total tax credits amount $1,615,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 190
Child and dependent care credit amount $88,000
Number of returns with nonrefundable education credit 350
Nonrefundable education credit amount $283,000
Number of returns with retirement savings contribution credit 730
Retirement savings contribution credit amount $143,000
Number of returns with child tax credit 1,170
Child tax credit amount $1,047,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $42,000
Number of returns with self-employment tax 370
Self-employment tax amount $934,000
Number of returns with total tax payments 4,700
Total tax payments amount $19,313,000
Number of returns with earned income credit 1,200
Earned income credit amount [8] $2,635,000
Number of returns with excess earned income credit 990
Excess earned income credit (refundable) amount [9] $2,236,000
Number of returns with additional child tax credit 950
Additional child tax credit amount $1,356,000
Number of returns with refundable education credit 200
Refundable education credit amount $148,000
Number of returns with income tax 3,730
Income tax amount [10] $9,221,000
Number of returns with tax liability 3,880
Total tax liability amount [11] $10,315,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 810
Tax due at time of filing amount [12] $1,192,000
Number of returns with overpayments refunded 3,940
Overpayments refunded amount [13] $10,074,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $49,000

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

Number of returns 2,400
Number of single returns 1,120
Number of joint returns 930
Number of head of household returns 310
Number of returns with paid preparer's signature 960
Number of exemptions 4,680
Number of dependents 1,350
Total number of volunteer prepared returns [5] 100
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 70
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 290
Number of elderly returns [4] 770
Adjust gross income (AGI) [5] $147,159,000
Number of returns with total income 2,400
Salaries and wages amount $148,829,000
Number of returns with salaries and wages 1,930
Salaries and wages amount $106,103
Number of returns with taxable interest 900
Taxable interest amount $803
Number of returns with ordinary dividends 450
Ordinary dividends amount $1,328,000
Number of returns with qualified dividends 400
Qualified dividends amount [6] $892
Number of returns with state and local income tax refunds 420
State and local income tax refunds amount $234
Number of returns with business or professional net income (less loss) 290
Business or professional net income (less loss) amount $3,715,000
Number of returns with net capital gain (less loss) 400
Net capital gain (less loss) amount $1,310,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $3,732,000
Number of returns with taxable pensions and annuities 710
Taxable pensions and annuities amount $20,609,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $269,000
Number of returns with taxable Social Security benefits 590
Taxable Social Security benefits amount $8,940,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $972,000
Number of returns with total statutory adjustments 640
Total statutory adjustments amount $1,670,000
Number of returns with educator expenses 60
Educator expenses amount $15,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $232,000
Number of returns with IRA payments 60
IRA payments amount $222,000
Number of returns with student loan interest deduction 300
Student loan interest deduction amount $343,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $96,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 930
Total itemized deductions amount $14,462,000
Amount of AGI for itemized returns $57,686,000
Number of returns with State and local income taxes 830
State and local income taxes amount $1,869,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $117,000
Number of returns with real estate taxes 820
Real estate taxes amount $2,175,000
Number of returns with taxes paid 930
Taxes paid amount $4,253,000
Number of returns with mortgage interest paid 760
Mortgage interest paid amount $4,655,000
Number of returns with contributions 670
Contributions amount $1,913,000
Number of returns with taxable income 2,390
Taxable income amount $98,935,000
Number of returns with income tax before credits 2,380
Income tax before credits amount $14,156,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 890
Total tax credits amount $1,204,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $43,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $202,000
Number of returns with retirement savings contribution credit 150
Retirement savings contribution credit amount $26,000
Number of returns with child tax credit 550
Child tax credit amount $839,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $67,000
Number of returns with self-employment tax 200
Self-employment tax amount $607,000
Number of returns with total tax payments 2,360
Total tax payments amount $16,766,000
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 100
Additional child tax credit amount $134,000
Number of returns with refundable education credit 120
Refundable education credit amount $108,000
Number of returns with income tax 2,290
Income tax amount [10] $12,952,000
Number of returns with tax liability 2,310
Total tax liability amount [11] $13,669,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 620
Tax due at time of filing amount [12] $1,391,000
Number of returns with overpayments refunded 1,730
Overpayments refunded amount [13] $4,372,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $84,000

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

Number of returns 1,410
Number of single returns 480
Number of joint returns 820
Number of head of household returns 100
Number of returns with paid preparer's signature 540
Number of exemptions 3,050
Number of dependents 810
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] 140
Number of elderly returns [4] 480
Adjust gross income (AGI) [5] $122,871,000
Number of returns with total income 1,410
Salaries and wages amount $123,964,000
Number of returns with salaries and wages 1,170
Salaries and wages amount $87,121
Number of returns with taxable interest 700
Taxable interest amount $777
Number of returns with ordinary dividends 360
Ordinary dividends amount $1,240,000
Number of returns with qualified dividends 330
Qualified dividends amount [6] $871
Number of returns with state and local income tax refunds 340
State and local income tax refunds amount $227
Number of returns with business or professional net income (less loss) 200
Business or professional net income (less loss) amount $2,300,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $1,433,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $3,585,000
Number of returns with taxable pensions and annuities 490
Taxable pensions and annuities amount $17,805,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $155,000
Number of returns with taxable Social Security benefits 360
Taxable Social Security benefits amount $6,918,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,280,000
Number of returns with total statutory adjustments 380
Total statutory adjustments amount $1,093,000
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 30
Self-employment health insurance deduction amount $161,000
Number of returns with IRA payments 30
IRA payments amount $128,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $175,000
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 700
Total itemized deductions amount $13,139,000
Amount of AGI for itemized returns $61,078,000
Number of returns with State and local income taxes 630
State and local income taxes amount $2,007,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $75,000
Number of returns with real estate taxes 640
Real estate taxes amount $1,959,000
Number of returns with taxes paid 700
Taxes paid amount $4,169,000
Number of returns with mortgage interest paid 580
Mortgage interest paid amount $4,056,000
Number of returns with contributions 550
Contributions amount $2,209,000
Number of returns with taxable income 1,410
Taxable income amount $89,346,000
Number of returns with income tax before credits 1,410
Income tax before credits amount $13,811,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 510
Total tax credits amount $804,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $55,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $114,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 330
Child tax credit amount $545,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $48,000
Number of returns with self-employment tax 150
Self-employment tax amount $493,000
Number of returns with total tax payments 1,400
Total tax payments amount $15,155,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 60
Refundable education credit amount $48,000
Number of returns with income tax 1,400
Income tax amount [10] $13,008,000
Number of returns with tax liability 1,400
Total tax liability amount [11] $13,609,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 440
Tax due at time of filing amount [12] $1,209,000
Number of returns with overpayments refunded 930
Overpayments refunded amount [13] $2,600,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $116,000

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

Number of returns 2,210
Number of single returns 440
Number of joint returns 1,690
Number of head of household returns 70
Number of returns with paid preparer's signature 900
Number of exemptions 5,240
Number of dependents 1,340
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 130
Number of elderly returns [4] 830
Adjust gross income (AGI) [5] $296,700,000
Number of returns with total income 2,210
Salaries and wages amount $299,083,000
Number of returns with salaries and wages 1,860
Salaries and wages amount $207,252
Number of returns with taxable interest 1,490
Taxable interest amount $2,014
Number of returns with ordinary dividends 890
Ordinary dividends amount $5,482,000
Number of returns with qualified dividends 830
Qualified dividends amount [6] $4,105
Number of returns with state and local income tax refunds 810
State and local income tax refunds amount $657
Number of returns with business or professional net income (less loss) 370
Business or professional net income (less loss) amount $4,721,000
Number of returns with net capital gain (less loss) 780
Net capital gain (less loss) amount $7,663,000
Number of returns with taxable individual retirement arrangements distributions 440
Taxable individual retirement arrangements distributions amount $10,318,000
Number of returns with taxable pensions and annuities 850
Taxable pensions and annuities amount $39,262,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $262,000
Number of returns with taxable Social Security benefits 580
Taxable Social Security benefits amount $13,710,000
Number of returns with partnership/S-corp net income (less loss) 210
Partnership/S-corp net income (less loss) amount $3,997,000
Number of returns with total statutory adjustments 670
Total statutory adjustments amount $2,383,000
Number of returns with educator expenses 100
Educator expenses amount $24,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $766,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $411,000
Number of returns with IRA payments 100
IRA payments amount $548,000
Number of returns with student loan interest deduction 240
Student loan interest deduction amount $299,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $89,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,640
Total itemized deductions amount $37,490,000
Amount of AGI for itemized returns $224,626,000
Number of returns with State and local income taxes 1,560
State and local income taxes amount $8,441,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $166,000
Number of returns with real estate taxes 1,530
Real estate taxes amount $5,852,000
Number of returns with taxes paid 1,640
Taxes paid amount $14,630,000
Number of returns with mortgage interest paid 1,350
Mortgage interest paid amount $11,005,000
Number of returns with contributions 1,370
Contributions amount $6,678,000
Number of returns with taxable income 2,210
Taxable income amount $230,853,000
Number of returns with income tax before credits 2,200
Income tax before credits amount $40,350,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $89,000
Number of returns with total tax credits 850
Total tax credits amount $1,074,000
Number of returns with foreign tax credit 320
Foreign tax credit amount $51,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $90,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $197,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 320
Child tax credit amount $481,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $174,000
Number of returns with self-employment tax 230
Self-employment tax amount $851,000
Number of returns with total tax payments 2,190
Total tax payments amount $42,508,000
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 140
Refundable education credit amount $111,000
Number of returns with income tax 2,200
Income tax amount [10] $39,276,000
Number of returns with tax liability 2,200
Total tax liability amount [11] $40,358,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 790
Tax due at time of filing amount [12] $3,366,000
Number of returns with overpayments refunded 1,300
Overpayments refunded amount [13] $5,015,000
Number of returns with credit to next year’s estimated tax 130
Credited to next year’s estimated tax amount $460,000

Adjusted Gross Income: $200,000 or more

Number of returns 480
Number of single returns 50
Number of joint returns 420
Number of head of household returns 0
Number of returns with paid preparer's signature 260
Number of exemptions 1,210
Number of dependents 310
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] 210
Adjust gross income (AGI) [5] $163,485,000
Number of returns with total income 480
Salaries and wages amount $165,354,000
Number of returns with salaries and wages 420
Salaries and wages amount $83,737
Number of returns with taxable interest 400
Taxable interest amount $1,394
Number of returns with ordinary dividends 300
Ordinary dividends amount $5,577,000
Number of returns with qualified dividends 290
Qualified dividends amount [6] $4,298
Number of returns with state and local income tax refunds 210
State and local income tax refunds amount $407
Number of returns with business or professional net income (less loss) 110
Business or professional net income (less loss) amount $4,853,000
Number of returns with net capital gain (less loss) 300
Net capital gain (less loss) amount $13,050,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $5,317,000
Number of returns with taxable pensions and annuities 200
Taxable pensions and annuities amount $12,534,000
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 130
Taxable Social Security benefits amount $3,675,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $15,310,000
Number of returns with total statutory adjustments 140
Total statutory adjustments amount $1,869,000
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 50
Self-employment health insurance deduction amount $448,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 450
Total itemized deductions amount $21,902,000
Amount of AGI for itemized returns $153,137,000
Number of returns with State and local income taxes 440
State and local income taxes amount $6,939,000
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 430
Real estate taxes amount $2,119,000
Number of returns with taxes paid 450
Taxes paid amount $9,138,000
Number of returns with mortgage interest paid 310
Mortgage interest paid amount $3,207,000
Number of returns with contributions 410
Contributions amount $4,252,000
Number of returns with taxable income 480
Taxable income amount $137,130,000
Number of returns with income tax before credits 480
Income tax before credits amount $34,291,000
Number of returns with alternative minimum tax 180
Alternative minimum tax amount $677,000
Number of returns with total tax credits 210
Total tax credits amount $317,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $123,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $24,000
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 $63,000
Number of returns with self-employment tax 80
Self-employment tax amount $571,000
Number of returns with total tax payments 470
Total tax payments amount $34,643,000
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 480
Income tax amount [10] $33,974,000
Number of returns with tax liability 480
Total tax liability amount [11] $35,582,000
Number of returns with net investment income tax 200
Net investment income tax $477,000
Number of returns with tax due at time of filing 240
Tax due at time of filing amount [12] $4,369,000
Number of returns with overpayments refunded 200
Overpayments refunded amount [13] $1,552,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $599,000

[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.