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ZIP Code Database - Facts & Stats

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ZIP Code 87144 Income Tax Stats

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

ZIP Code 87144 Data

Zip Code:87144
City:Rio Rancho
State:NM [New Mexico]
Counties: SANDOVAL, NM
City Alias(es):Rio Rancho
Area Code:505
Time Zone: Mountain (GMT -07:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





87144 Income Tax Overview

Total Number of Tax Returns for ZIP Code 87144 [1] 18,780
Total Number of Single Tax Returns for ZIP Code 87144 7,400
Total Number of Joint Tax Returns for ZIP Code 87144 7,790
Total Number of Dependents for ZIP Code 87144 13,350
Total Adjusted Gross Income for ZIP Code 87144 $1,109,620,000
Average Income per Person for ZIP Code 87144 $29,418
Average Income per Household for ZIP Code 87144 $59,085

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 5,850
Number of single returns 4,240
Number of joint returns 700
Number of head of household returns 830
Number of returns with paid preparer's signature 1,650
Number of exemptions 7,400
Number of dependents 2,120
Total number of volunteer prepared returns [5] 260
Number of volunteer income tax assistance (VITA) prepared returns [3] 70
Number of tax counseling for the elderly (TCE) prepared returns [3] 190
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 1,020
Number of elderly returns [4] 1,170
Adjust gross income (AGI) [5] $72,635,000
Number of returns with total income 5,850
Salaries and wages amount $73,638,000
Number of returns with salaries and wages 4,670
Salaries and wages amount $57,437
Number of returns with taxable interest 820
Taxable interest amount $348
Number of returns with ordinary dividends 370
Ordinary dividends amount $612,000
Number of returns with qualified dividends 330
Qualified dividends amount [6] $388
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $76
Number of returns with business or professional net income (less loss) 590
Business or professional net income (less loss) amount $3,667,000
Number of returns with net capital gain (less loss) 320
Net capital gain (less loss) amount $355,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $2,161,000
Number of returns with taxable pensions and annuities 810
Taxable pensions and annuities amount $7,162,000
Number of farm returns 0
Number of returns with unemployment compensation 150
Unemployment compensation amount [7] $669,000
Number of returns with taxable Social Security benefits 280
Taxable Social Security benefits amount $543,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $140,000
Number of returns with total statutory adjustments 780
Total statutory adjustments amount $1,003,000
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 40
Self-employment health insurance deduction amount $173,000
Number of returns with IRA payments 30
IRA payments amount $87,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $153,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $123,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 430
Total itemized deductions amount $6,264,000
Amount of AGI for itemized returns $6,263,000
Number of returns with State and local income taxes 170
State and local income taxes amount $182,000
Number of returns with State and local general sales tax 180
State and local general sales tax amount $128,000
Number of returns with real estate taxes 330
Real estate taxes amount $704,000
Number of returns with taxes paid 410
Taxes paid amount $1,039,000
Number of returns with mortgage interest paid 320
Mortgage interest paid amount $2,212,000
Number of returns with contributions 260
Contributions amount $398,000
Number of returns with taxable income 2,770
Taxable income amount $16,614,000
Number of returns with income tax before credits 2,770
Income tax before credits amount $1,752,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 830
Total tax credits amount $266,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $0
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $11,000
Number of returns with nonrefundable education credit 270
Nonrefundable education credit amount $120,000
Number of returns with retirement savings contribution credit 350
Retirement savings contribution credit amount $53,000
Number of returns with child tax credit 200
Child tax credit amount $72,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 470
Self-employment tax amount $656,000
Number of returns with total tax payments 5,250
Total tax payments amount $10,909,000
Number of returns with earned income credit 1,710
Earned income credit amount [8] $4,375,000
Number of returns with excess earned income credit 1,530
Excess earned income credit (refundable) amount [9] $3,981,000
Number of returns with additional child tax credit 980
Additional child tax credit amount $1,208,000
Number of returns with refundable education credit 320
Refundable education credit amount $237,000
Number of returns with income tax 2,300
Income tax amount [10] $1,486,000
Number of returns with tax liability 2,750
Total tax liability amount [11] $2,214,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 470
Tax due at time of filing amount [12] $337,000
Number of returns with overpayments refunded 4,920
Overpayments refunded amount [13] $8,940,000
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 4,570
Number of single returns 2,080
Number of joint returns 1,240
Number of head of household returns 1,140
Number of returns with paid preparer's signature 1,510
Number of exemptions 9,180
Number of dependents 3,380
Total number of volunteer prepared returns [5] 150
Number of volunteer income tax assistance (VITA) prepared returns [3] 70
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] 1,010
Number of elderly returns [4] 870
Adjust gross income (AGI) [5] $167,652,000
Number of returns with total income 4,570
Salaries and wages amount $169,421,000
Number of returns with salaries and wages 3,980
Salaries and wages amount $137,719
Number of returns with taxable interest 860
Taxable interest amount $433
Number of returns with ordinary dividends 340
Ordinary dividends amount $798,000
Number of returns with qualified dividends 310
Qualified dividends amount [6] $497
Number of returns with state and local income tax refunds 420
State and local income tax refunds amount $211
Number of returns with business or professional net income (less loss) 460
Business or professional net income (less loss) amount $2,743,000
Number of returns with net capital gain (less loss) 340
Net capital gain (less loss) amount $811,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $3,198,000
Number of returns with taxable pensions and annuities 870
Taxable pensions and annuities amount $16,455,000
Number of farm returns 0
Number of returns with unemployment compensation 180
Unemployment compensation amount [7] $990,000
Number of returns with taxable Social Security benefits 710
Taxable Social Security benefits amount $4,621,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $576,000
Number of returns with total statutory adjustments 1,000
Total statutory adjustments amount $1,769,000
Number of returns with educator expenses 130
Educator expenses amount $32,000
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 $203,000
Number of returns with IRA payments 80
IRA payments amount $272,000
Number of returns with student loan interest deduction 500
Student loan interest deduction amount $444,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $53,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,080
Total itemized deductions amount $15,721,000
Amount of AGI for itemized returns $42,109,000
Number of returns with State and local income taxes 830
State and local income taxes amount $1,094,000
Number of returns with State and local general sales tax 210
State and local general sales tax amount $267,000
Number of returns with real estate taxes 890
Real estate taxes amount $1,762,000
Number of returns with taxes paid 1,080
Taxes paid amount $3,257,000
Number of returns with mortgage interest paid 880
Mortgage interest paid amount $5,372,000
Number of returns with contributions 690
Contributions amount $1,565,000
Number of returns with taxable income 4,400
Taxable income amount $83,781,000
Number of returns with income tax before credits 4,380
Income tax before credits amount $10,193,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,110
Total tax credits amount $1,943,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 240
Child and dependent care credit amount $115,000
Number of returns with nonrefundable education credit 410
Nonrefundable education credit amount $340,000
Number of returns with retirement savings contribution credit 860
Retirement savings contribution credit amount $142,000
Number of returns with child tax credit 1,290
Child tax credit amount $1,269,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $80,000
Number of returns with self-employment tax 300
Self-employment tax amount $619,000
Number of returns with total tax payments 4,470
Total tax payments amount $18,708,000
Number of returns with earned income credit 1,330
Earned income credit amount [8] $2,659,000
Number of returns with excess earned income credit 1,090
Excess earned income credit (refundable) amount [9] $2,255,000
Number of returns with additional child tax credit 920
Additional child tax credit amount $1,296,000
Number of returns with refundable education credit 310
Refundable education credit amount $219,000
Number of returns with income tax 3,490
Income tax amount [10] $8,250,000
Number of returns with tax liability 3,680
Total tax liability amount [11] $9,069,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 680
Tax due at time of filing amount [12] $886,000
Number of returns with overpayments refunded 3,850
Overpayments refunded amount [13] $10,442,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $57,000

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

Number of returns 3,050
Number of single returns 960
Number of joint returns 1,520
Number of head of household returns 510
Number of returns with paid preparer's signature 1,100
Number of exemptions 7,180
Number of dependents 2,610
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 560
Number of elderly returns [4] 750
Adjust gross income (AGI) [5] $187,735,000
Number of returns with total income 3,050
Salaries and wages amount $189,311,000
Number of returns with salaries and wages 2,660
Salaries and wages amount $147,845
Number of returns with taxable interest 830
Taxable interest amount $550
Number of returns with ordinary dividends 390
Ordinary dividends amount $729,000
Number of returns with qualified dividends 350
Qualified dividends amount [6] $467
Number of returns with state and local income tax refunds 600
State and local income tax refunds amount $368
Number of returns with business or professional net income (less loss) 420
Business or professional net income (less loss) amount $2,440,000
Number of returns with net capital gain (less loss) 350
Net capital gain (less loss) amount $977,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $4,450,000
Number of returns with taxable pensions and annuities 800
Taxable pensions and annuities amount $21,034,000
Number of farm returns 30
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $467,000
Number of returns with taxable Social Security benefits 640
Taxable Social Security benefits amount $9,242,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $337,000
Number of returns with total statutory adjustments 860
Total statutory adjustments amount $1,576,000
Number of returns with educator expenses 100
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 40
Self-employment health insurance deduction amount $155,000
Number of returns with IRA payments 60
IRA payments amount $212,000
Number of returns with student loan interest deduction 480
Student loan interest deduction amount $485,000
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 1,300
Total itemized deductions amount $22,170,000
Amount of AGI for itemized returns $80,372,000
Number of returns with State and local income taxes 1,130
State and local income taxes amount $2,432,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $213,000
Number of returns with real estate taxes 1,160
Real estate taxes amount $2,593,000
Number of returns with taxes paid 1,300
Taxes paid amount $5,400,000
Number of returns with mortgage interest paid 1,140
Mortgage interest paid amount $7,629,000
Number of returns with contributions 950
Contributions amount $2,656,000
Number of returns with taxable income 3,030
Taxable income amount $117,972,000
Number of returns with income tax before credits 3,030
Income tax before credits amount $16,246,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,440
Total tax credits amount $2,356,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $74,000
Number of returns with nonrefundable education credit 290
Nonrefundable education credit amount $318,000
Number of returns with retirement savings contribution credit 270
Retirement savings contribution credit amount $42,000
Number of returns with child tax credit 1,060
Child tax credit amount $1,683,000
Number of returns with residential energy tax credit 90
Residential energy tax credit amount $199,000
Number of returns with self-employment tax 240
Self-employment tax amount $528,000
Number of returns with total tax payments 3,010
Total tax payments amount $19,597,000
Number of returns with earned income credit 30
Earned income credit amount [8] $8,000
Number of returns with excess earned income credit 20
Excess earned income credit (refundable) amount [9] $7,000
Number of returns with additional child tax credit 210
Additional child tax credit amount $287,000
Number of returns with refundable education credit 190
Refundable education credit amount $158,000
Number of returns with income tax 2,800
Income tax amount [10] $13,890,000
Number of returns with tax liability 2,840
Total tax liability amount [11] $14,637,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 720
Tax due at time of filing amount [12] $1,451,000
Number of returns with overpayments refunded 2,290
Overpayments refunded amount [13] $6,327,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $43,000

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

Number of returns 2,160
Number of single returns 380
Number of joint returns 1,580
Number of head of household returns 190
Number of returns with paid preparer's signature 870
Number of exemptions 5,760
Number of dependents 2,020
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] 320
Number of elderly returns [4] 600
Adjust gross income (AGI) [5] $187,345,000
Number of returns with total income 2,160
Salaries and wages amount $188,795,000
Number of returns with salaries and wages 1,910
Salaries and wages amount $143,463
Number of returns with taxable interest 780
Taxable interest amount $533
Number of returns with ordinary dividends 390
Ordinary dividends amount $1,221,000
Number of returns with qualified dividends 360
Qualified dividends amount [6] $861
Number of returns with state and local income tax refunds 540
State and local income tax refunds amount $315
Number of returns with business or professional net income (less loss) 340
Business or professional net income (less loss) amount $2,473,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $1,672,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $4,968,000
Number of returns with taxable pensions and annuities 700
Taxable pensions and annuities amount $22,324,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $421,000
Number of returns with taxable Social Security benefits 470
Taxable Social Security benefits amount $8,822,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $1,318,000
Number of returns with total statutory adjustments 660
Total statutory adjustments amount $1,450,000
Number of returns with educator expenses 100
Educator expenses amount $28,000
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 $169,000
Number of returns with IRA payments 50
IRA payments amount $202,000
Number of returns with student loan interest deduction 340
Student loan interest deduction amount $381,000
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 1,160
Total itemized deductions amount $22,760,000
Amount of AGI for itemized returns $100,505,000
Number of returns with State and local income taxes 1,070
State and local income taxes amount $3,195,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $129,000
Number of returns with real estate taxes 1,070
Real estate taxes amount $2,515,000
Number of returns with taxes paid 1,150
Taxes paid amount $6,019,000
Number of returns with mortgage interest paid 1,030
Mortgage interest paid amount $7,818,000
Number of returns with contributions 900
Contributions amount $3,342,000
Number of returns with taxable income 2,160
Taxable income amount $128,922,000
Number of returns with income tax before credits 2,160
Income tax before credits amount $18,707,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,060
Total tax credits amount $2,071,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 180
Child and dependent care credit amount $95,000
Number of returns with nonrefundable education credit 260
Nonrefundable education credit amount $293,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 810
Child tax credit amount $1,417,000
Number of returns with residential energy tax credit 80
Residential energy tax credit amount $217,000
Number of returns with self-employment tax 210
Self-employment tax amount $502,000
Number of returns with total tax payments 2,150
Total tax payments amount $20,644,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 40
Additional child tax credit amount $72,000
Number of returns with refundable education credit 170
Refundable education credit amount $139,000
Number of returns with income tax 2,120
Income tax amount [10] $16,636,000
Number of returns with tax liability 2,130
Total tax liability amount [11] $17,377,000
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] $1,545,000
Number of returns with overpayments refunded 1,530
Overpayments refunded amount [13] $4,621,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $164,000

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

Number of returns 2,690
Number of single returns 250
Number of joint returns 2,330
Number of head of household returns 110
Number of returns with paid preparer's signature 1,100
Number of exemptions 7,770
Number of dependents 2,750
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] 270
Number of elderly returns [4] 720
Adjust gross income (AGI) [5] $358,027,000
Number of returns with total income 2,690
Salaries and wages amount $360,662,000
Number of returns with salaries and wages 2,440
Salaries and wages amount $276,646
Number of returns with taxable interest 1,250
Taxable interest amount $1,000
Number of returns with ordinary dividends 730
Ordinary dividends amount $2,493,000
Number of returns with qualified dividends 670
Qualified dividends amount [6] $1,844
Number of returns with state and local income tax refunds 970
State and local income tax refunds amount $776
Number of returns with business or professional net income (less loss) 450
Business or professional net income (less loss) amount $3,797,000
Number of returns with net capital gain (less loss) 680
Net capital gain (less loss) amount $6,067,000
Number of returns with taxable individual retirement arrangements distributions 400
Taxable individual retirement arrangements distributions amount $11,566,000
Number of returns with taxable pensions and annuities 950
Taxable pensions and annuities amount $40,678,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $532,000
Number of returns with taxable Social Security benefits 540
Taxable Social Security benefits amount $11,549,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $3,193,000
Number of returns with total statutory adjustments 940
Total statutory adjustments amount $2,635,000
Number of returns with educator expenses 140
Educator expenses amount $37,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $657,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $457,000
Number of returns with IRA payments 80
IRA payments amount $446,000
Number of returns with student loan interest deduction 410
Student loan interest deduction amount $444,000
Number of returns with tuition and fees deduction 80
Tuition and fees deduction amount $138,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $710,000
Number of returns with itemized deductions 2,000
Total itemized deductions amount $47,117,000
Amount of AGI for itemized returns $273,362,000
Number of returns with State and local income taxes 1,920
State and local income taxes amount $10,130,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $240,000
Number of returns with real estate taxes 1,910
Real estate taxes amount $5,443,000
Number of returns with taxes paid 2,000
Taxes paid amount $16,092,000
Number of returns with mortgage interest paid 1,850
Mortgage interest paid amount $16,268,000
Number of returns with contributions 1,690
Contributions amount $7,180,000
Number of returns with taxable income 2,690
Taxable income amount $270,699,000
Number of returns with income tax before credits 2,690
Income tax before credits amount $45,985,000
Number of returns with alternative minimum tax 50
Alternative minimum tax amount $94,000
Number of returns with total tax credits 1,170
Total tax credits amount $1,900,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $21,000
Number of returns with child and dependent care credit 240
Child and dependent care credit amount $133,000
Number of returns with nonrefundable education credit 340
Nonrefundable education credit amount $417,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 670
Child tax credit amount $973,000
Number of returns with residential energy tax credit 100
Residential energy tax credit amount $269,000
Number of returns with self-employment tax 270
Self-employment tax amount $717,000
Number of returns with total tax payments 2,680
Total tax payments amount $48,526,000
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 280
Refundable education credit amount $242,000
Number of returns with income tax 2,680
Income tax amount [10] $44,085,000
Number of returns with tax liability 2,680
Total tax liability amount [11] $45,343,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 990
Tax due at time of filing amount [12] $3,783,000
Number of returns with overpayments refunded 1,650
Overpayments refunded amount [13] $6,696,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $209,000

Adjusted Gross Income: $200,000 or more

Number of returns 460
Number of single returns 30
Number of joint returns 420
Number of head of household returns 0
Number of returns with paid preparer's signature 280
Number of exemptions 1,350
Number of dependents 470
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] 140
Adjust gross income (AGI) [5] $136,226,000
Number of returns with total income 460
Salaries and wages amount $138,672,000
Number of returns with salaries and wages 420
Salaries and wages amount $84,136
Number of returns with taxable interest 300
Taxable interest amount $755
Number of returns with ordinary dividends 220
Ordinary dividends amount $1,972,000
Number of returns with qualified dividends 200
Qualified dividends amount [6] $1,547
Number of returns with state and local income tax refunds 200
State and local income tax refunds amount $348
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $7,349,000
Number of returns with net capital gain (less loss) 220
Net capital gain (less loss) amount $7,215,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $5,498,000
Number of returns with taxable pensions and annuities 160
Taxable pensions and annuities amount $11,405,000
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 80
Taxable Social Security benefits amount $1,981,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $14,728,000
Number of returns with total statutory adjustments 180
Total statutory adjustments amount $2,446,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
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 $508,000
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 430
Total itemized deductions amount $15,849,000
Amount of AGI for itemized returns $125,789,000
Number of returns with State and local income taxes 410
State and local income taxes amount $5,251,000
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 400
Real estate taxes amount $1,668,000
Number of returns with taxes paid 430
Taxes paid amount $7,065,000
Number of returns with mortgage interest paid 360
Mortgage interest paid amount $3,914,000
Number of returns with contributions 370
Contributions amount $2,576,000
Number of returns with taxable income 460
Taxable income amount $115,305,000
Number of returns with income tax before credits 460
Income tax before credits amount $27,541,000
Number of returns with alternative minimum tax 160
Alternative minimum tax amount $470,000
Number of returns with total tax credits 130
Total tax credits amount $323,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $69,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $16,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $83,000
Number of returns with self-employment tax 90
Self-employment tax amount $667,000
Number of returns with total tax payments 460
Total tax payments amount $27,745,000
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 460
Income tax amount [10] $27,219,000
Number of returns with tax liability 460
Total tax liability amount [11] $28,394,000
Number of returns with net investment income tax 160
Net investment income tax $143,000
Number of returns with tax due at time of filing 240
Tax due at time of filing amount [12] $3,649,000
Number of returns with overpayments refunded 190
Overpayments refunded amount [13] $1,324,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $1,630,000

[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.