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ZIP Code Database - Facts & Stats

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ZIP Code 90806 Income Tax Stats

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

ZIP Code 90806 Data

Zip Code:90806
City:Long Beach
State:CA [California]
Counties: LOS ANGELES, CA
City Alias(es):Long Beach
Area Code:562
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





90806 Income Tax Overview

Total Number of Tax Returns for ZIP Code 90806 [1] 18,660
Total Number of Single Tax Returns for ZIP Code 90806 4,380
Total Number of Joint Tax Returns for ZIP Code 90806 4,500
Total Number of Dependents for ZIP Code 90806 15,710
Total Adjusted Gross Income for ZIP Code 90806 $795,383,000
Average Income per Person for ZIP Code 90806 $18,759
Average Income per Household for ZIP Code 90806 $42,625

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 7,950
Number of single returns 5,300
Number of joint returns 910
Number of head of household returns 1,680
Number of returns with paid preparer's signature 5,390
Number of exemptions 13,390
Number of dependents 5,210
Total number of volunteer prepared returns [5] 160
Number of volunteer income tax assistance (VITA) prepared returns [3] 120
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 40
Number of refund anticipation check returns [3] 1,330
Number of elderly returns [4] 950
Adjust gross income (AGI) [5] $108,739,000
Number of returns with total income 7,950
Salaries and wages amount $110,402,000
Number of returns with salaries and wages 6,400
Salaries and wages amount $89,069
Number of returns with taxable interest 530
Taxable interest amount $219
Number of returns with ordinary dividends 140
Ordinary dividends amount $172,000
Number of returns with qualified dividends 120
Qualified dividends amount [6] $105
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $56
Number of returns with business or professional net income (less loss) 1,970
Business or professional net income (less loss) amount $14,498,000
Number of returns with net capital gain (less loss) 160
Net capital gain (less loss) amount ($99,000)
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $870,000
Number of returns with taxable pensions and annuities 430
Taxable pensions and annuities amount $3,776,000
Number of farm returns 0
Number of returns with unemployment compensation 330
Unemployment compensation amount [7] $1,279,000
Number of returns with taxable Social Security benefits 120
Taxable Social Security benefits amount $213,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount ($1,000)
Number of returns with total statutory adjustments 1,880
Total statutory adjustments amount $1,663,000
Number of returns with educator expenses 30
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $80,000
Number of returns with IRA payments 20
IRA payments amount $68,000
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $134,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $122,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 430
Total itemized deductions amount $6,098,000
Amount of AGI for itemized returns $6,974,000
Number of returns with State and local income taxes 110
State and local income taxes amount $123,000
Number of returns with State and local general sales tax 250
State and local general sales tax amount $202,000
Number of returns with real estate taxes 220
Real estate taxes amount $773,000
Number of returns with taxes paid 420
Taxes paid amount $1,275,000
Number of returns with mortgage interest paid 210
Mortgage interest paid amount $2,037,000
Number of returns with contributions 260
Contributions amount $502,000
Number of returns with taxable income 3,500
Taxable income amount $20,585,000
Number of returns with income tax before credits 3,520
Income tax before credits amount $2,181,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,160
Total tax credits amount $435,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $15,000
Number of returns with nonrefundable education credit 370
Nonrefundable education credit amount $193,000
Number of returns with retirement savings contribution credit 330
Retirement savings contribution credit amount $60,000
Number of returns with child tax credit 450
Child tax credit amount $161,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,640
Self-employment tax amount $2,343,000
Number of returns with total tax payments 7,350
Total tax payments amount $18,982,000
Number of returns with earned income credit 3,580
Earned income credit amount [8] $9,470,000
Number of returns with excess earned income credit 3,100
Excess earned income credit (refundable) amount [9] $8,017,000
Number of returns with additional child tax credit 2,310
Additional child tax credit amount $2,888,000
Number of returns with refundable education credit 580
Refundable education credit amount $449,000
Number of returns with income tax 2,700
Income tax amount [10] $1,746,000
Number of returns with tax liability 4,180
Total tax liability amount [11] $4,225,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,050
Tax due at time of filing amount [12] $922,000
Number of returns with overpayments refunded 6,620
Overpayments refunded amount [13] $15,602,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $24,000

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

Number of returns 5,710
Number of single returns 2,670
Number of joint returns 1,190
Number of head of household returns 1,770
Number of returns with paid preparer's signature 4,000
Number of exemptions 12,450
Number of dependents 5,570
Total number of volunteer prepared returns [5] 80
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 840
Number of elderly returns [4] 620
Adjust gross income (AGI) [5] $203,163,000
Number of returns with total income 5,710
Salaries and wages amount $204,680,000
Number of returns with salaries and wages 5,340
Salaries and wages amount $186,040
Number of returns with taxable interest 620
Taxable interest amount $236
Number of returns with ordinary dividends 160
Ordinary dividends amount $242,000
Number of returns with qualified dividends 140
Qualified dividends amount [6] $117
Number of returns with state and local income tax refunds 420
State and local income tax refunds amount $249
Number of returns with business or professional net income (less loss) 740
Business or professional net income (less loss) amount $6,393,000
Number of returns with net capital gain (less loss) 210
Net capital gain (less loss) amount $174,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $1,187,000
Number of returns with taxable pensions and annuities 390
Taxable pensions and annuities amount $6,168,000
Number of farm returns 0
Number of returns with unemployment compensation 280
Unemployment compensation amount [7] $1,202,000
Number of returns with taxable Social Security benefits 300
Taxable Social Security benefits amount $1,855,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $541,000
Number of returns with total statutory adjustments 940
Total statutory adjustments amount $1,517,000
Number of returns with educator expenses 40
Educator expenses amount $9,000
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 $104,000
Number of returns with IRA payments 50
IRA payments amount $198,000
Number of returns with student loan interest deduction 360
Student loan interest deduction amount $314,000
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 1,080
Total itemized deductions amount $18,105,000
Amount of AGI for itemized returns $40,578,000
Number of returns with State and local income taxes 680
State and local income taxes amount $929,000
Number of returns with State and local general sales tax 370
State and local general sales tax amount $462,000
Number of returns with real estate taxes 480
Real estate taxes amount $1,762,000
Number of returns with taxes paid 1,070
Taxes paid amount $3,752,000
Number of returns with mortgage interest paid 440
Mortgage interest paid amount $4,323,000
Number of returns with contributions 880
Contributions amount $2,228,000
Number of returns with taxable income 5,430
Taxable income amount $96,102,000
Number of returns with income tax before credits 5,430
Income tax before credits amount $11,836,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,620
Total tax credits amount $2,336,000
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 $158,000
Number of returns with nonrefundable education credit 500
Nonrefundable education credit amount $459,000
Number of returns with retirement savings contribution credit 820
Retirement savings contribution credit amount $145,000
Number of returns with child tax credit 1,690
Child tax credit amount $1,535,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $30,000
Number of returns with self-employment tax 480
Self-employment tax amount $1,235,000
Number of returns with total tax payments 5,580
Total tax payments amount $22,151,000
Number of returns with earned income credit 1,630
Earned income credit amount [8] $3,472,000
Number of returns with excess earned income credit 1,350
Excess earned income credit (refundable) amount [9] $2,867,000
Number of returns with additional child tax credit 1,330
Additional child tax credit amount $1,816,000
Number of returns with refundable education credit 390
Refundable education credit amount $292,000
Number of returns with income tax 4,210
Income tax amount [10] $9,500,000
Number of returns with tax liability 4,430
Total tax liability amount [11] $10,890,000
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] $1,583,000
Number of returns with overpayments refunded 4,770
Overpayments refunded amount [13] $12,683,000
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 2,290
Number of single returns 910
Number of joint returns 810
Number of head of household returns 540
Number of returns with paid preparer's signature 1,630
Number of exemptions 5,410
Number of dependents 2,320
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] 250
Number of elderly returns [4] 370
Adjust gross income (AGI) [5] $138,943,000
Number of returns with total income 2,290
Salaries and wages amount $140,074,000
Number of returns with salaries and wages 2,120
Salaries and wages amount $122,147
Number of returns with taxable interest 630
Taxable interest amount $233
Number of returns with ordinary dividends 160
Ordinary dividends amount $253,000
Number of returns with qualified dividends 140
Qualified dividends amount [6] $151
Number of returns with state and local income tax refunds 590
State and local income tax refunds amount $643
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $2,922,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $500,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $1,543,000
Number of returns with taxable pensions and annuities 310
Taxable pensions and annuities amount $7,143,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $604,000
Number of returns with taxable Social Security benefits 230
Taxable Social Security benefits amount $3,239,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $365,000
Number of returns with total statutory adjustments 530
Total statutory adjustments amount $1,131,000
Number of returns with educator expenses 40
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $197,000
Number of returns with IRA payments 50
IRA payments amount $214,000
Number of returns with student loan interest deduction 260
Student loan interest deduction amount $275,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $86,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,000
Total itemized deductions amount $20,850,000
Amount of AGI for itemized returns $62,060,000
Number of returns with State and local income taxes 790
State and local income taxes amount $2,153,000
Number of returns with State and local general sales tax 190
State and local general sales tax amount $391,000
Number of returns with real estate taxes 620
Real estate taxes amount $2,439,000
Number of returns with taxes paid 1,000
Taxes paid amount $5,575,000
Number of returns with mortgage interest paid 600
Mortgage interest paid amount $5,876,000
Number of returns with contributions 830
Contributions amount $2,659,000
Number of returns with taxable income 2,280
Taxable income amount $84,006,000
Number of returns with income tax before credits 2,280
Income tax before credits amount $11,781,000
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 $1,562,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $90,000
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $237,000
Number of returns with retirement savings contribution credit 120
Retirement savings contribution credit amount $20,000
Number of returns with child tax credit 750
Child tax credit amount $1,127,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $61,000
Number of returns with self-employment tax 180
Self-employment tax amount $612,000
Number of returns with total tax payments 2,240
Total tax payments amount $14,680,000
Number of returns with earned income credit 20
Earned income credit amount [8] $6,000
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 160
Additional child tax credit amount $198,000
Number of returns with refundable education credit 170
Refundable education credit amount $146,000
Number of returns with income tax 2,120
Income tax amount [10] $10,218,000
Number of returns with tax liability 2,140
Total tax liability amount [11] $11,007,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 520
Tax due at time of filing amount [12] $1,331,000
Number of returns with overpayments refunded 1,750
Overpayments refunded amount [13] $4,914,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $42,000

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

Number of returns 1,170
Number of single returns 370
Number of joint returns 580
Number of head of household returns 200
Number of returns with paid preparer's signature 840
Number of exemptions 2,900
Number of dependents 1,160
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 90
Number of elderly returns [4] 220
Adjust gross income (AGI) [5] $100,916,000
Number of returns with total income 1,170
Salaries and wages amount $101,528,000
Number of returns with salaries and wages 1,080
Salaries and wages amount $86,760
Number of returns with taxable interest 530
Taxable interest amount $190
Number of returns with ordinary dividends 130
Ordinary dividends amount $304,000
Number of returns with qualified dividends 120
Qualified dividends amount [6] $184
Number of returns with state and local income tax refunds 480
State and local income tax refunds amount $737
Number of returns with business or professional net income (less loss) 160
Business or professional net income (less loss) amount $1,586,000
Number of returns with net capital gain (less loss) 150
Net capital gain (less loss) amount $479,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $1,120,000
Number of returns with taxable pensions and annuities 190
Taxable pensions and annuities amount $6,597,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $368,000
Number of returns with taxable Social Security benefits 140
Taxable Social Security benefits amount $2,533,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $376,000
Number of returns with total statutory adjustments 250
Total statutory adjustments amount $612,000
Number of returns with educator expenses 60
Educator expenses amount $14,000
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 20
IRA payments amount $92,000
Number of returns with student loan interest deduction 90
Student loan interest deduction amount $115,000
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 810
Total itemized deductions amount $19,329,000
Amount of AGI for itemized returns $69,988,000
Number of returns with State and local income taxes 710
State and local income taxes amount $3,134,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $271,000
Number of returns with real estate taxes 600
Real estate taxes amount $2,584,000
Number of returns with taxes paid 810
Taxes paid amount $6,458,000
Number of returns with mortgage interest paid 570
Mortgage interest paid amount $6,047,000
Number of returns with contributions 700
Contributions amount $2,236,000
Number of returns with taxable income 1,170
Taxable income amount $65,937,000
Number of returns with income tax before credits 1,160
Income tax before credits amount $10,197,000
Number of returns with alternative minimum tax 20
Alternative minimum tax amount $32,000
Number of returns with total tax credits 470
Total tax credits amount $782,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $58,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $103,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 360
Child tax credit amount $572,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $24,000
Number of returns with self-employment tax 90
Self-employment tax amount $323,000
Number of returns with total tax payments 1,160
Total tax payments amount $11,906,000
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 80
Refundable education credit amount $56,000
Number of returns with income tax 1,150
Income tax amount [10] $9,416,000
Number of returns with tax liability 1,150
Total tax liability amount [11] $9,815,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 280
Tax due at time of filing amount [12] $1,039,000
Number of returns with overpayments refunded 880
Overpayments refunded amount [13] $3,042,000
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 1,350
Number of single returns 350
Number of joint returns 860
Number of head of household returns 130
Number of returns with paid preparer's signature 950
Number of exemptions 3,520
Number of dependents 1,310
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] 80
Number of elderly returns [4] 280
Adjust gross income (AGI) [5] $178,866,000
Number of returns with total income 1,350
Salaries and wages amount $180,147,000
Number of returns with salaries and wages 1,270
Salaries and wages amount $153,983
Number of returns with taxable interest 830
Taxable interest amount $333
Number of returns with ordinary dividends 280
Ordinary dividends amount $651,000
Number of returns with qualified dividends 260
Qualified dividends amount [6] $497
Number of returns with state and local income tax refunds 780
State and local income tax refunds amount $1,434
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $2,443,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $1,170,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $2,539,000
Number of returns with taxable pensions and annuities 280
Taxable pensions and annuities amount $10,823,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $484,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $3,486,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $1,682,000
Number of returns with total statutory adjustments 390
Total statutory adjustments amount $1,281,000
Number of returns with educator expenses 100
Educator expenses amount $30,000
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 $270,000
Number of returns with IRA payments 40
IRA payments amount $210,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $160,000
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 1,200
Total itemized deductions amount $35,095,000
Amount of AGI for itemized returns $160,648,000
Number of returns with State and local income taxes 1,140
State and local income taxes amount $8,596,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $295,000
Number of returns with real estate taxes 990
Real estate taxes amount $4,625,000
Number of returns with taxes paid 1,200
Taxes paid amount $14,217,000
Number of returns with mortgage interest paid 950
Mortgage interest paid amount $11,405,000
Number of returns with contributions 1,050
Contributions amount $3,871,000
Number of returns with taxable income 1,350
Taxable income amount $127,742,000
Number of returns with income tax before credits 1,350
Income tax before credits amount $22,771,000
Number of returns with alternative minimum tax 80
Alternative minimum tax amount $150,000
Number of returns with total tax credits 470
Total tax credits amount $721,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $108,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $142,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 250
Child tax credit amount $339,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $70,000
Number of returns with self-employment tax 150
Self-employment tax amount $489,000
Number of returns with total tax payments 1,340
Total tax payments amount $25,140,000
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 $76,000
Number of returns with income tax 1,350
Income tax amount [10] $22,050,000
Number of returns with tax liability 1,350
Total tax liability amount [11] $22,755,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 400
Tax due at time of filing amount [12] $1,907,000
Number of returns with overpayments refunded 930
Overpayments refunded amount [13] $4,146,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $464,000

Adjusted Gross Income: $200,000 or more

Number of returns 190
Number of single returns 30
Number of joint returns 150
Number of head of household returns 0
Number of returns with paid preparer's signature 160
Number of exemptions 480
Number of dependents 140
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] 60
Adjust gross income (AGI) [5] $64,756,000
Number of returns with total income 190
Salaries and wages amount $65,404,000
Number of returns with salaries and wages 180
Salaries and wages amount $40,391
Number of returns with taxable interest 160
Taxable interest amount $139
Number of returns with ordinary dividends 70
Ordinary dividends amount $456,000
Number of returns with qualified dividends 70
Qualified dividends amount [6] $322
Number of returns with state and local income tax refunds 100
State and local income tax refunds amount $393
Number of returns with business or professional net income (less loss) 30
Business or professional net income (less loss) amount $1,666,000
Number of returns with net capital gain (less loss) 70
Net capital gain (less loss) amount $3,010,000
Number of returns with taxable individual retirement arrangements distributions 20
Taxable individual retirement arrangements distributions amount $1,146,000
Number of returns with taxable pensions and annuities 60
Taxable pensions and annuities amount $2,887,000
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 40
Taxable Social Security benefits amount $733,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $4,970,000
Number of returns with total statutory adjustments 50
Total statutory adjustments amount $648,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 190
Total itemized deductions amount $11,780,000
Amount of AGI for itemized returns $62,750,000
Number of returns with State and local income taxes 180
State and local income taxes amount $6,290,000
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 160
Real estate taxes amount $1,153,000
Number of returns with taxes paid 190
Taxes paid amount $7,611,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $2,137,000
Number of returns with contributions 170
Contributions amount $1,032,000
Number of returns with taxable income 190
Taxable income amount $51,307,000
Number of returns with income tax before credits 190
Income tax before credits amount $13,518,000
Number of returns with alternative minimum tax 100
Alternative minimum tax amount $768,000
Number of returns with total tax credits 60
Total tax credits amount $122,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 20
Self-employment tax amount $149,000
Number of returns with total tax payments 190
Total tax payments amount $13,177,000
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 190
Income tax amount [10] $13,196,000
Number of returns with tax liability 190
Total tax liability amount [11] $13,606,000
Number of returns with net investment income tax 70
Net investment income tax $98,000
Number of returns with tax due at time of filing 90
Tax due at time of filing amount [12] $1,811,000
Number of returns with overpayments refunded 90
Overpayments refunded amount [13] $996,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

[1] The use of prior-year returns as a proxy for returns that are filed beyond the current processing year is consistent with SOI’s national, state, county, and ZIP code tabulations. A description of SOI’s sample, which is used as an input for the geographic data, and the use of prior-year returns, can be found at https://www.irs.gov/statistics/soi-tax-stats-individual-income-tax-returns-publication-1304-complete-report#_sec2.

[2] For complete individual income tax tabulations at the State level, see the historic table posted to Tax Stats at http://www.irs.gov/uac/SOI-Tax-Stats---Historic-Table-2.

[3] The "Number of volunteer prepared returns" shows counts of returns prepared by IRS-certified volunteers for taxpayers with limited income, persons with disabilities, limited English speaking taxpayers, current and former members of the military, and taxpayers who are 60 years of age and older.

[4] Includes primary taxpayers 60 years of age and older.

[5] Does not include returns with adjusted gross deficit.

[6] “Qualified dividends” are ordinary dividends received in tax years beginning after 2002 that meet certain conditions and receive preferential tax rates.

[7] Includes the Alaskan permanent fund, reported by residents of Alaska on Forms 1040A and 1040EZ's. 
This fund only applies to statistics in the totals, and the state of Alaska.

[8] Earned income credit includes both the refundable and non-refundable portions. The non-refundable portion could reduce income tax and certain related taxes to zero. The earned income credit amounts in excess of total tax liability, or amounts when there was no tax liability at all, were refundable. See footnote 9 below for explanation of the refundable portion of the earned income credit.

[9] The refundable portion of the earned income credit equals total income tax minus the earned income credit. If the result is negative, this amount is considered the refundable portion. No other refundable credits were taken into account for this calculation.

[10] Income tax reflects the amount reported on Form 1040 line 56. It also includes data from Form 1040A and 1040EZ filers.

[11] “Total tax liability” differs from “Income tax”, in that “Total tax liability” includes the taxes from recapture of certain prior-year credits, tax applicable to individual retirement arrangements (IRA's), social security taxes on self-employment income and on certain tip income, advanced earned income payments, household employment taxes, and certain other taxes listed in the Form 1040 instructions.

[12] Reflects payments to or withholdings made to "Total tax liability". This is the amount the tax filer owes when the income tax return is filed.

[13] The amount of overpayments the tax filer requested to have refunded.