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ZIP Code Database - Facts & Stats

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ZIP Code 95073 Income Tax Stats

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

ZIP Code 95073 Data

Zip Code:95073
City:Soquel
State:CA [California]
Counties: SANTA CRUZ, CA
City Alias(es):Soquel
Area Code:831
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


95073 Income Tax Overview

Total Number of Tax Returns for ZIP Code 95073 [1] 5,770
Total Number of Single Tax Returns for ZIP Code 95073 1,720
Total Number of Joint Tax Returns for ZIP Code 95073 2,150
Total Number of Dependents for ZIP Code 95073 2,650
Total Adjusted Gross Income for ZIP Code 95073 $590,174,000
Average Income per Person for ZIP Code 95073 $58,122
Average Income per Household for ZIP Code 95073 $102,283

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 1,610
Number of single returns 1,310
Number of joint returns 140
Number of head of household returns 140
Number of returns with paid preparer's signature 740
Number of exemptions 1,770
Number of dependents 310
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] 140
Number of elderly returns [4] 420
Adjust gross income (AGI) [5] $19,592,000
Number of returns with total income 1,610
Salaries and wages amount $20,344,000
Number of returns with salaries and wages 1,080
Salaries and wages amount $12,965
Number of returns with taxable interest 300
Taxable interest amount $192
Number of returns with ordinary dividends 240
Ordinary dividends amount $602,000
Number of returns with qualified dividends 220
Qualified dividends amount [6] $367
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $30
Number of returns with business or professional net income (less loss) 420
Business or professional net income (less loss) amount $3,370,000
Number of returns with net capital gain (less loss) 210
Net capital gain (less loss) amount $297,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $721,000
Number of returns with taxable pensions and annuities 200
Taxable pensions and annuities amount $1,829,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $209,000
Number of returns with taxable Social Security benefits 90
Taxable Social Security benefits amount $178,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount ($43,000)
Number of returns with total statutory adjustments 450
Total statutory adjustments amount $752,000
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 80
Self-employment health insurance deduction amount $248,000
Number of returns with IRA payments 20
IRA payments amount $81,000
Number of returns with student loan interest deduction 50
Student loan interest deduction amount $45,000
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 150
Total itemized deductions amount $3,374,000
Amount of AGI for itemized returns $2,239,000
Number of returns with State and local income taxes 50
State and local income taxes amount $103,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $65,000
Number of returns with real estate taxes 100
Real estate taxes amount $446,000
Number of returns with taxes paid 150
Taxes paid amount $697,000
Number of returns with mortgage interest paid 80
Mortgage interest paid amount $974,000
Number of returns with contributions 90
Contributions amount $125,000
Number of returns with taxable income 770
Taxable income amount $4,863,000
Number of returns with income tax before credits 750
Income tax before credits amount $509,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 180
Total tax credits amount $56,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $31,000
Number of returns with retirement savings contribution credit 50
Retirement savings contribution credit amount $9,000
Number of returns with child tax credit 30
Child tax credit amount $11,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 370
Self-employment tax amount $542,000
Number of returns with total tax payments 1,350
Total tax payments amount $2,291,000
Number of returns with earned income credit 440
Earned income credit amount [8] $633,000
Number of returns with excess earned income credit 310
Excess earned income credit (refundable) amount [9] $477,000
Number of returns with additional child tax credit 150
Additional child tax credit amount $147,000
Number of returns with refundable education credit 70
Refundable education credit amount $42,000
Number of returns with income tax 670
Income tax amount [10] $452,000
Number of returns with tax liability 930
Total tax liability amount [11] $1,015,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 310
Tax due at time of filing amount [12] $325,000
Number of returns with overpayments refunded 1,130
Overpayments refunded amount [13] $1,533,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $55,000

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

Number of returns 1,140
Number of single returns 760
Number of joint returns 220
Number of head of household returns 140
Number of returns with paid preparer's signature 590
Number of exemptions 1,750
Number of dependents 410
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
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] 340
Adjust gross income (AGI) [5] $41,925,000
Number of returns with total income 1,140
Salaries and wages amount $43,224,000
Number of returns with salaries and wages 850
Salaries and wages amount $28,239
Number of returns with taxable interest 290
Taxable interest amount $562
Number of returns with ordinary dividends 210
Ordinary dividends amount $819,000
Number of returns with qualified dividends 190
Qualified dividends amount [6] $477
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $86
Number of returns with business or professional net income (less loss) 250
Business or professional net income (less loss) amount $4,846,000
Number of returns with net capital gain (less loss) 180
Net capital gain (less loss) amount $780,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $1,015,000
Number of returns with taxable pensions and annuities 200
Taxable pensions and annuities amount $4,066,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $216,000
Number of returns with taxable Social Security benefits 230
Taxable Social Security benefits amount $1,609,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount ($130,000)
Number of returns with total statutory adjustments 330
Total statutory adjustments amount $1,299,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $226,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $406,000
Number of returns with IRA payments 40
IRA payments amount $199,000
Number of returns with student loan interest deduction 90
Student loan interest deduction amount $105,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $99,000
Number of returns with itemized deductions 250
Total itemized deductions amount $5,567,000
Amount of AGI for itemized returns $9,259,000
Number of returns with State and local income taxes 110
State and local income taxes amount $244,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $135,000
Number of returns with real estate taxes 180
Real estate taxes amount $900,000
Number of returns with taxes paid 250
Taxes paid amount $1,326,000
Number of returns with mortgage interest paid 130
Mortgage interest paid amount $1,310,000
Number of returns with contributions 180
Contributions amount $458,000
Number of returns with taxable income 1,080
Taxable income amount $23,275,000
Number of returns with income tax before credits 1,080
Income tax before credits amount $2,987,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 320
Total tax credits amount $248,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $17,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $60,000
Number of returns with retirement savings contribution credit 90
Retirement savings contribution credit amount $19,000
Number of returns with child tax credit 140
Child tax credit amount $132,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 210
Self-employment tax amount $756,000
Number of returns with total tax payments 1,060
Total tax payments amount $4,289,000
Number of returns with earned income credit 110
Earned income credit amount [8] $201,000
Number of returns with excess earned income credit 70
Excess earned income credit (refundable) amount [9] $129,000
Number of returns with additional child tax credit 100
Additional child tax credit amount $107,000
Number of returns with refundable education credit 40
Refundable education credit amount $30,000
Number of returns with income tax 990
Income tax amount [10] $2,740,000
Number of returns with tax liability 1,040
Total tax liability amount [11] $3,553,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 340
Tax due at time of filing amount [12] $768,000
Number of returns with overpayments refunded 750
Overpayments refunded amount [13] $1,390,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $108,000

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

Number of returns 760
Number of single returns 430
Number of joint returns 220
Number of head of household returns 90
Number of returns with paid preparer's signature 430
Number of exemptions 1,340
Number of dependents 360
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] 60
Number of elderly returns [4] 270
Adjust gross income (AGI) [5] $46,073,000
Number of returns with total income 760
Salaries and wages amount $47,006,000
Number of returns with salaries and wages 590
Salaries and wages amount $30,956
Number of returns with taxable interest 280
Taxable interest amount $331
Number of returns with ordinary dividends 200
Ordinary dividends amount $792,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $508
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $151
Number of returns with business or professional net income (less loss) 150
Business or professional net income (less loss) amount $2,477,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $821,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $1,622,000
Number of returns with taxable pensions and annuities 170
Taxable pensions and annuities amount $4,830,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $206,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $2,670,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $826,000
Number of returns with total statutory adjustments 240
Total statutory adjustments amount $933,000
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 $292,000
Number of returns with IRA payments 40
IRA payments amount $152,000
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $80,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $46,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 280
Total itemized deductions amount $6,107,000
Amount of AGI for itemized returns $17,258,000
Number of returns with State and local income taxes 190
State and local income taxes amount $499,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $133,000
Number of returns with real estate taxes 230
Real estate taxes amount $1,178,000
Number of returns with taxes paid 280
Taxes paid amount $1,882,000
Number of returns with mortgage interest paid 190
Mortgage interest paid amount $2,055,000
Number of returns with contributions 220
Contributions amount $538,000
Number of returns with taxable income 750
Taxable income amount $30,532,000
Number of returns with income tax before credits 740
Income tax before credits amount $4,473,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 230
Total tax credits amount $273,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $14,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $41,000
Number of returns with retirement savings contribution credit 30
Retirement savings contribution credit amount $5,000
Number of returns with child tax credit 120
Child tax credit amount $178,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $36,000
Number of returns with self-employment tax 120
Self-employment tax amount $432,000
Number of returns with total tax payments 720
Total tax payments amount $5,202,000
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 30
Refundable education credit amount $25,000
Number of returns with income tax 720
Income tax amount [10] $4,200,000
Number of returns with tax liability 730
Total tax liability amount [11] $4,681,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 260
Tax due at time of filing amount [12] $696,000
Number of returns with overpayments refunded 460
Overpayments refunded amount [13] $1,091,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $106,000

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

Number of returns 560
Number of single returns 240
Number of joint returns 270
Number of head of household returns 40
Number of returns with paid preparer's signature 330
Number of exemptions 1,110
Number of dependents 290
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] 40
Number of elderly returns [4] 240
Adjust gross income (AGI) [5] $48,424,000
Number of returns with total income 560
Salaries and wages amount $49,465,000
Number of returns with salaries and wages 430
Salaries and wages amount $32,048
Number of returns with taxable interest 260
Taxable interest amount $311
Number of returns with ordinary dividends 180
Ordinary dividends amount $1,047,000
Number of returns with qualified dividends 170
Qualified dividends amount [6] $650
Number of returns with state and local income tax refunds 180
State and local income tax refunds amount $257
Number of returns with business or professional net income (less loss) 120
Business or professional net income (less loss) amount $2,778,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $1,290,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $1,518,000
Number of returns with taxable pensions and annuities 140
Taxable pensions and annuities amount $5,075,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $107,000
Number of returns with taxable Social Security benefits 160
Taxable Social Security benefits amount $2,927,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $929,000
Number of returns with total statutory adjustments 180
Total statutory adjustments amount $1,041,000
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 40
Self-employment health insurance deduction amount $265,000
Number of returns with IRA payments 30
IRA payments amount $184,000
Number of returns with student loan interest deduction 40
Student loan interest deduction amount $42,000
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 330
Total itemized deductions amount $8,052,000
Amount of AGI for itemized returns $28,848,000
Number of returns with State and local income taxes 280
State and local income taxes amount $1,242,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $75,000
Number of returns with real estate taxes 260
Real estate taxes amount $1,530,000
Number of returns with taxes paid 330
Taxes paid amount $2,940,000
Number of returns with mortgage interest paid 230
Mortgage interest paid amount $2,655,000
Number of returns with contributions 260
Contributions amount $729,000
Number of returns with taxable income 550
Taxable income amount $33,561,000
Number of returns with income tax before credits 550
Income tax before credits amount $5,252,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 210
Total tax credits amount $293,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $18,000
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $32,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 110
Child tax credit amount $175,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 100
Self-employment tax amount $478,000
Number of returns with total tax payments 540
Total tax payments amount $5,859,000
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 20
Refundable education credit amount $16,000
Number of returns with income tax 540
Income tax amount [10] $4,959,000
Number of returns with tax liability 550
Total tax liability amount [11] $5,455,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 190
Tax due at time of filing amount [12] $792,000
Number of returns with overpayments refunded 340
Overpayments refunded amount [13] $1,001,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $161,000

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

Number of returns 1,050
Number of single returns 200
Number of joint returns 780
Number of head of household returns 50
Number of returns with paid preparer's signature 660
Number of exemptions 2,580
Number of dependents 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] 70
Number of elderly returns [4] 470
Adjust gross income (AGI) [5] $146,999,000
Number of returns with total income 1,050
Salaries and wages amount $150,366,000
Number of returns with salaries and wages 830
Salaries and wages amount $94,016
Number of returns with taxable interest 670
Taxable interest amount $1,357
Number of returns with ordinary dividends 460
Ordinary dividends amount $3,156,000
Number of returns with qualified dividends 440
Qualified dividends amount [6] $2,316
Number of returns with state and local income tax refunds 480
State and local income tax refunds amount $1,015
Number of returns with business or professional net income (less loss) 290
Business or professional net income (less loss) amount $9,212,000
Number of returns with net capital gain (less loss) 420
Net capital gain (less loss) amount $5,458,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $5,251,000
Number of returns with taxable pensions and annuities 300
Taxable pensions and annuities amount $15,283,000
Number of farm returns 30
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $366,000
Number of returns with taxable Social Security benefits 300
Taxable Social Security benefits amount $6,430,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $5,120,000
Number of returns with total statutory adjustments 410
Total statutory adjustments amount $3,367,000
Number of returns with educator expenses 80
Educator expenses amount $22,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $674,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $963,000
Number of returns with IRA payments 60
IRA payments amount $422,000
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $70,000
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 840
Total itemized deductions amount $29,220,000
Amount of AGI for itemized returns $120,275,000
Number of returns with State and local income taxes 770
State and local income taxes amount $6,497,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $208,000
Number of returns with real estate taxes 720
Real estate taxes amount $5,562,000
Number of returns with taxes paid 840
Taxes paid amount $12,508,000
Number of returns with mortgage interest paid 620
Mortgage interest paid amount $9,087,000
Number of returns with contributions 730
Contributions amount $2,289,000
Number of returns with taxable income 1,050
Taxable income amount $105,012,000
Number of returns with income tax before credits 1,040
Income tax before credits amount $18,273,000
Number of returns with alternative minimum tax 60
Alternative minimum tax amount $162,000
Number of returns with total tax credits 420
Total tax credits amount $525,000
Number of returns with foreign tax credit 170
Foreign tax credit amount $38,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $67,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $65,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 150
Child tax credit amount $184,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $83,000
Number of returns with self-employment tax 240
Self-employment tax amount $1,556,000
Number of returns with total tax payments 1,030
Total tax payments amount $20,491,000
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 40
Refundable education credit amount $36,000
Number of returns with income tax 1,030
Income tax amount [10] $17,747,000
Number of returns with tax liability 1,040
Total tax liability amount [11] $19,439,000
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] $2,454,000
Number of returns with overpayments refunded 570
Overpayments refunded amount [13] $2,863,000
Number of returns with credit to next year’s estimated tax 100
Credited to next year’s estimated tax amount $598,000

Adjusted Gross Income: $200,000 or more

Number of returns 650
Number of single returns 90
Number of joint returns 520
Number of head of household returns 30
Number of returns with paid preparer's signature 490
Number of exemptions 1,700
Number of dependents 530
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] 270
Adjust gross income (AGI) [5] $287,161,000
Number of returns with total income 650
Salaries and wages amount $293,261,000
Number of returns with salaries and wages 520
Salaries and wages amount $150,813
Number of returns with taxable interest 510
Taxable interest amount $3,830
Number of returns with ordinary dividends 410
Ordinary dividends amount $11,352,000
Number of returns with qualified dividends 400
Qualified dividends amount [6] $8,934
Number of returns with state and local income tax refunds 250
State and local income tax refunds amount $1,347
Number of returns with business or professional net income (less loss) 180
Business or professional net income (less loss) amount $11,892,000
Number of returns with net capital gain (less loss) 440
Net capital gain (less loss) amount $43,992,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $6,634,000
Number of returns with taxable pensions and annuities 140
Taxable pensions and annuities amount $6,672,000
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 150
Taxable Social Security benefits amount $3,596,000
Number of returns with partnership/S-corp net income (less loss) 220
Partnership/S-corp net income (less loss) amount $38,576,000
Number of returns with total statutory adjustments 250
Total statutory adjustments amount $6,100,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $1,512,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $1,299,000
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 30
Domestic production activities deduction amount $1,510,000
Number of returns with itemized deductions 630
Total itemized deductions amount $51,570,000
Amount of AGI for itemized returns $282,289,000
Number of returns with State and local income taxes 620
State and local income taxes amount $25,563,000
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 580
Real estate taxes amount $7,175,000
Number of returns with taxes paid 630
Taxes paid amount $33,121,000
Number of returns with mortgage interest paid 480
Mortgage interest paid amount $8,679,000
Number of returns with contributions 560
Contributions amount $4,800,000
Number of returns with taxable income 640
Taxable income amount $231,423,000
Number of returns with income tax before credits 640
Income tax before credits amount $62,807,000
Number of returns with alternative minimum tax 440
Alternative minimum tax amount $4,145,000
Number of returns with total tax credits 280
Total tax credits amount $647,000
Number of returns with foreign tax credit 210
Foreign tax credit amount $201,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $35,000
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 40
Residential energy tax credit amount $250,000
Number of returns with self-employment tax 160
Self-employment tax amount $1,358,000
Number of returns with total tax payments 640
Total tax payments amount $60,673,000
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 640
Income tax amount [10] $61,757,000
Number of returns with tax liability 650
Total tax liability amount [11] $65,670,000
Number of returns with net investment income tax 400
Net investment income tax $1,865,000
Number of returns with tax due at time of filing 350
Tax due at time of filing amount [12] $10,391,000
Number of returns with overpayments refunded 200
Overpayments refunded amount [13] $3,097,000
Number of returns with credit to next year’s estimated tax 110
Credited to next year’s estimated tax amount $2,218,000

[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.