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ZIP Code Database - Facts & Stats

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ZIP Code 95223 Income Tax Stats

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

ZIP Code 95223 Data

Zip Code:95223
City:Arnold
State:CA [California]
Counties: CALAVERAS, CA
City Alias(es):Arnold
Area Code:209
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


95223 Income Tax Overview

Total Number of Tax Returns for ZIP Code 95223 [1] 1,740
Total Number of Single Tax Returns for ZIP Code 95223 770
Total Number of Joint Tax Returns for ZIP Code 95223 840
Total Number of Dependents for ZIP Code 95223 570
Total Adjusted Gross Income for ZIP Code 95223 $123,281,000
Average Income per Person for ZIP Code 95223 $26,730
Average Income per Household for ZIP Code 95223 $70,851

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 530
Number of single returns 350
Number of joint returns 110
Number of head of household returns 60
Number of returns with paid preparer's signature 240
Number of exemptions 730
Number of dependents 140
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] 70
Number of elderly returns [4] 210
Adjust gross income (AGI) [5] $6,718,000
Number of returns with total income 530
Salaries and wages amount $6,896,000
Number of returns with salaries and wages 340
Salaries and wages amount $4,001
Number of returns with taxable interest 140
Taxable interest amount $82
Number of returns with ordinary dividends 100
Ordinary dividends amount $325,000
Number of returns with qualified dividends 90
Qualified dividends amount [6] $200
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 110
Business or professional net income (less loss) amount $652,000
Number of returns with net capital gain (less loss) 90
Net capital gain (less loss) amount $31,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $498,000
Number of returns with taxable pensions and annuities 120
Taxable pensions and annuities amount $995,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $141,000
Number of returns with taxable Social Security benefits 70
Taxable Social Security benefits amount $153,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $126,000
Number of returns with total statutory adjustments 100
Total statutory adjustments amount $178,000
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 90
Total itemized deductions amount $1,545,000
Amount of AGI for itemized returns $1,194,000
Number of returns with State and local income taxes 0
State and local income taxes amount $0
Number of returns with State and local general sales tax 60
State and local general sales tax amount $41,000
Number of returns with real estate taxes 80
Real estate taxes amount $224,000
Number of returns with taxes paid 90
Taxes paid amount $312,000
Number of returns with mortgage interest paid 60
Mortgage interest paid amount $389,000
Number of returns with contributions 60
Contributions amount $81,000
Number of returns with taxable income 210
Taxable income amount $1,251,000
Number of returns with income tax before credits 200
Income tax before credits amount $123,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 40
Total tax credits amount $10,000
Number of returns with foreign tax credit 20
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 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 80
Self-employment tax amount $107,000
Number of returns with total tax payments 430
Total tax payments amount $866,000
Number of returns with earned income credit 150
Earned income credit amount [8] $305,000
Number of returns with excess earned income credit 120
Excess earned income credit (refundable) amount [9] $261,000
Number of returns with additional child tax credit 60
Additional child tax credit amount $80,000
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 180
Income tax amount [10] $113,000
Number of returns with tax liability 240
Total tax liability amount [11] $231,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 70
Tax due at time of filing amount [12] $47,000
Number of returns with overpayments refunded 380
Overpayments refunded amount [13] $666,000
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 380
Number of single returns 190
Number of joint returns 150
Number of head of household returns 40
Number of returns with paid preparer's signature 200
Number of exemptions 670
Number of dependents 140
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] 60
Number of elderly returns [4] 170
Adjust gross income (AGI) [5] $14,010,000
Number of returns with total income 380
Salaries and wages amount $14,331,000
Number of returns with salaries and wages 250
Salaries and wages amount $7,779
Number of returns with taxable interest 150
Taxable interest amount $103
Number of returns with ordinary dividends 80
Ordinary dividends amount $333,000
Number of returns with qualified dividends 70
Qualified dividends amount [6] $224
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $50
Number of returns with business or professional net income (less loss) 90
Business or professional net income (less loss) amount $1,520,000
Number of returns with net capital gain (less loss) 80
Net capital gain (less loss) amount $119,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $802,000
Number of returns with taxable pensions and annuities 110
Taxable pensions and annuities amount $2,408,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $287,000
Number of returns with taxable Social Security benefits 120
Taxable Social Security benefits amount $894,000
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 100
Total statutory adjustments amount $321,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $124,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 30
Student loan interest deduction amount $28,000
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 130
Total itemized deductions amount $2,426,000
Amount of AGI for itemized returns $4,723,000
Number of returns with State and local income taxes 60
State and local income taxes amount $105,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $79,000
Number of returns with real estate taxes 120
Real estate taxes amount $367,000
Number of returns with taxes paid 120
Taxes paid amount $569,000
Number of returns with mortgage interest paid 90
Mortgage interest paid amount $741,000
Number of returns with contributions 90
Contributions amount $152,000
Number of returns with taxable income 360
Taxable income amount $6,752,000
Number of returns with income tax before credits 350
Income tax before credits amount $883,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 100
Total tax credits amount $60,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $18,000
Number of returns with retirement savings contribution credit 70
Retirement savings contribution credit amount $14,000
Number of returns with child tax credit 60
Child tax credit amount $45,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 70
Self-employment tax amount $242,000
Number of returns with total tax payments 350
Total tax payments amount $1,404,000
Number of returns with earned income credit 60
Earned income credit amount [8] $141,000
Number of returns with excess earned income credit 40
Excess earned income credit (refundable) amount [9] $105,000
Number of returns with additional child tax credit 50
Additional child tax credit amount $69,000
Number of returns with refundable education credit 40
Refundable education credit amount $25,000
Number of returns with income tax 320
Income tax amount [10] $823,000
Number of returns with tax liability 340
Total tax liability amount [11] $1,091,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 130
Tax due at time of filing amount [12] $262,000
Number of returns with overpayments refunded 240
Overpayments refunded amount [13] $528,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $51,000

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

Number of returns 250
Number of single returns 100
Number of joint returns 140
Number of head of household returns 20
Number of returns with paid preparer's signature 160
Number of exemptions 480
Number of dependents 90
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] $15,371,000
Number of returns with total income 250
Salaries and wages amount $15,864,000
Number of returns with salaries and wages 150
Salaries and wages amount $7,157
Number of returns with taxable interest 140
Taxable interest amount $75
Number of returns with ordinary dividends 80
Ordinary dividends amount $477,000
Number of returns with qualified dividends 80
Qualified dividends amount [6] $289
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $57
Number of returns with business or professional net income (less loss) 60
Business or professional net income (less loss) amount $1,276,000
Number of returns with net capital gain (less loss) 80
Net capital gain (less loss) amount $464,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $888,000
Number of returns with taxable pensions and annuities 100
Taxable pensions and annuities amount $3,146,000
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 120
Taxable Social Security benefits amount $1,846,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $152,000
Number of returns with total statutory adjustments 80
Total statutory adjustments amount $493,000
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 40
Self-employment health insurance deduction amount $242,000
Number of returns with IRA payments 50
IRA payments amount $272,000
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 130
Total itemized deductions amount $2,757,000
Amount of AGI for itemized returns $7,794,000
Number of returns with State and local income taxes 80
State and local income taxes amount $237,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $70,000
Number of returns with real estate taxes 120
Real estate taxes amount $401,000
Number of returns with taxes paid 130
Taxes paid amount $739,000
Number of returns with mortgage interest paid 100
Mortgage interest paid amount $796,000
Number of returns with contributions 100
Contributions amount $192,000
Number of returns with taxable income 250
Taxable income amount $9,485,000
Number of returns with income tax before credits 240
Income tax before credits amount $1,315,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 80
Total tax credits amount $79,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $2,000
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 40
Child tax credit amount $55,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 50
Self-employment tax amount $230,000
Number of returns with total tax payments 230
Total tax payments amount $1,493,000
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 230
Income tax amount [10] $1,236,000
Number of returns with tax liability 240
Total tax liability amount [11] $1,478,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 110
Tax due at time of filing amount [12] $363,000
Number of returns with overpayments refunded 120
Overpayments refunded amount [13] $325,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $45,000

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

Number of returns 200
Number of single returns 60
Number of joint returns 130
Number of head of household returns 0
Number of returns with paid preparer's signature 130
Number of exemptions 390
Number of dependents 70
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] 20
Number of elderly returns [4] 130
Adjust gross income (AGI) [5] $17,100,000
Number of returns with total income 200
Salaries and wages amount $17,481,000
Number of returns with salaries and wages 120
Salaries and wages amount $7,339
Number of returns with taxable interest 130
Taxable interest amount $113
Number of returns with ordinary dividends 70
Ordinary dividends amount $424,000
Number of returns with qualified dividends 70
Qualified dividends amount [6] $321
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $83
Number of returns with business or professional net income (less loss) 50
Business or professional net income (less loss) amount $1,061,000
Number of returns with net capital gain (less loss) 80
Net capital gain (less loss) amount $436,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $1,378,000
Number of returns with taxable pensions and annuities 110
Taxable pensions and annuities amount $4,614,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $162,000
Number of returns with taxable Social Security benefits 100
Taxable Social Security benefits amount $1,866,000
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 70
Total statutory adjustments amount $381,000
Number of returns with educator expenses 30
Educator expenses amount $8,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 30
Student loan interest deduction amount $39,000
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 120
Total itemized deductions amount $2,439,000
Amount of AGI for itemized returns $10,182,000
Number of returns with State and local income taxes 90
State and local income taxes amount $348,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $49,000
Number of returns with real estate taxes 110
Real estate taxes amount $438,000
Number of returns with taxes paid 120
Taxes paid amount $873,000
Number of returns with mortgage interest paid 90
Mortgage interest paid amount $775,000
Number of returns with contributions 100
Contributions amount $231,000
Number of returns with taxable income 200
Taxable income amount $12,091,000
Number of returns with income tax before credits 200
Income tax before credits amount $1,778,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 60
Total tax credits amount $54,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 20
Nonrefundable education credit amount $21,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 30
Child tax credit amount $44,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 40
Self-employment tax amount $188,000
Number of returns with total tax payments 190
Total tax payments amount $1,931,000
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 200
Income tax amount [10] $1,724,000
Number of returns with tax liability 200
Total tax liability amount [11] $1,908,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 90
Tax due at time of filing amount [12] $279,000
Number of returns with overpayments refunded 100
Overpayments refunded amount [13] $264,000
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 290
Number of single returns 60
Number of joint returns 240
Number of head of household returns 0
Number of returns with paid preparer's signature 200
Number of exemptions 640
Number of dependents 130
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] 180
Adjust gross income (AGI) [5] $38,962,000
Number of returns with total income 290
Salaries and wages amount $39,677,000
Number of returns with salaries and wages 180
Salaries and wages amount $17,827
Number of returns with taxable interest 220
Taxable interest amount $252
Number of returns with ordinary dividends 130
Ordinary dividends amount $1,503,000
Number of returns with qualified dividends 120
Qualified dividends amount [6] $1,058
Number of returns with state and local income tax refunds 140
State and local income tax refunds amount $240
Number of returns with business or professional net income (less loss) 80
Business or professional net income (less loss) amount $2,380,000
Number of returns with net capital gain (less loss) 130
Net capital gain (less loss) amount $1,685,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $2,572,000
Number of returns with taxable pensions and annuities 150
Taxable pensions and annuities amount $9,381,000
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 140
Taxable Social Security benefits amount $3,051,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $1,041,000
Number of returns with total statutory adjustments 90
Total statutory adjustments amount $715,000
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 40
Self-employment health insurance deduction amount $375,000
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 240
Total itemized deductions amount $6,674,000
Amount of AGI for itemized returns $33,540,000
Number of returns with State and local income taxes 220
State and local income taxes amount $1,665,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $137,000
Number of returns with real estate taxes 240
Real estate taxes amount $1,043,000
Number of returns with taxes paid 240
Taxes paid amount $2,929,000
Number of returns with mortgage interest paid 200
Mortgage interest paid amount $1,916,000
Number of returns with contributions 210
Contributions amount $721,000
Number of returns with taxable income 290
Taxable income amount $29,107,000
Number of returns with income tax before credits 290
Income tax before credits amount $4,860,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 90
Total tax credits amount $80,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $6,000
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 20
Child tax credit amount $32,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 70
Self-employment tax amount $415,000
Number of returns with total tax payments 280
Total tax payments amount $5,087,000
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 290
Income tax amount [10] $4,780,000
Number of returns with tax liability 290
Total tax liability amount [11] $5,054,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 130
Tax due at time of filing amount [12] $572,000
Number of returns with overpayments refunded 150
Overpayments refunded amount [13] $506,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $309,000

Adjusted Gross Income: $200,000 or more

Number of returns 90
Number of single returns 0
Number of joint returns 70
Number of head of household returns 0
Number of returns with paid preparer's signature 70
Number of exemptions 170
Number of dependents 0
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] $31,120,000
Number of returns with total income 90
Salaries and wages amount $31,722,000
Number of returns with salaries and wages 60
Salaries and wages amount $12,924
Number of returns with taxable interest 80
Taxable interest amount $286
Number of returns with ordinary dividends 60
Ordinary dividends amount $764,000
Number of returns with qualified dividends 60
Qualified dividends amount [6] $620
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $81
Number of returns with business or professional net income (less loss) 0
Business or professional net income (less loss) amount $0
Number of returns with net capital gain (less loss) 60
Net capital gain (less loss) amount $4,679,000
Number of returns with taxable individual retirement arrangements distributions 30
Taxable individual retirement arrangements distributions amount $1,682,000
Number of returns with taxable pensions and annuities 40
Taxable pensions and annuities amount $3,266,000
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 $1,047,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $1,422,000
Number of returns with total statutory adjustments 30
Total statutory adjustments amount $602,000
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 80
Total itemized deductions amount $4,612,000
Amount of AGI for itemized returns $29,698,000
Number of returns with State and local income taxes 80
State and local income taxes amount $2,118,000
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 80
Real estate taxes amount $577,000
Number of returns with taxes paid 80
Taxes paid amount $2,801,000
Number of returns with mortgage interest paid 60
Mortgage interest paid amount $760,000
Number of returns with contributions 80
Contributions amount $400,000
Number of returns with taxable income 90
Taxable income amount $25,911,000
Number of returns with income tax before credits 90
Income tax before credits amount $6,109,000
Number of returns with alternative minimum tax 50
Alternative minimum tax amount $322,000
Number of returns with total tax credits 30
Total tax credits amount $36,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $6,000
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 0
Self-employment tax amount $0
Number of returns with total tax payments 90
Total tax payments amount $5,641,000
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 90
Income tax amount [10] $6,033,000
Number of returns with tax liability 90
Total tax liability amount [11] $6,432,000
Number of returns with net investment income tax 40
Net investment income tax $92,000
Number of returns with tax due at time of filing 50
Tax due at time of filing amount [12] $1,199,000
Number of returns with overpayments refunded 30
Overpayments refunded amount [13] $182,000
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.