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ZIP Code Database - Facts & Stats

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ZIP Code 95301 Income Tax Stats

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

ZIP Code 95301 Data

Zip Code:95301
City:Atwater
State:CA [California]
Counties: MERCED, CA
City Alias(es):Atwater
Area Code:209
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


95301 Income Tax Overview

Total Number of Tax Returns for ZIP Code 95301 [1] 15,410
Total Number of Single Tax Returns for ZIP Code 95301 5,880
Total Number of Joint Tax Returns for ZIP Code 95301 6,130
Total Number of Dependents for ZIP Code 95301 14,880
Total Adjusted Gross Income for ZIP Code 95301 $826,948,000
Average Income per Person for ZIP Code 95301 $22,306
Average Income per Household for ZIP Code 95301 $53,663

The following tables break down the 2017 Income Tax Statistics into different Gross Income levels.


Adjusted Gross Income: 1 under $25,000

Number of returns 5,570
Number of single returns 3,500
Number of joint returns 830
Number of head of household returns 1,170
Number of returns with paid preparer's signature 3,130
Number of exemptions 9,320
Number of dependents 3,600
Total number of volunteer prepared returns [5] 140
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 110
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 870
Number of elderly returns [4] 970
Adjust gross income (AGI) [5] $75,897,000
Number of returns with total income 5,570
Salaries and wages amount $76,864,000
Number of returns with salaries and wages 4,540
Salaries and wages amount $60,150
Number of returns with taxable interest 590
Taxable interest amount $270
Number of returns with ordinary dividends 200
Ordinary dividends amount $486,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $291
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $26
Number of returns with business or professional net income (less loss) 700
Business or professional net income (less loss) amount $5,251,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $150,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $1,067,000
Number of returns with taxable pensions and annuities 630
Taxable pensions and annuities amount $6,416,000
Number of farm returns 30
Number of returns with unemployment compensation 670
Unemployment compensation amount [7] $2,456,000
Number of returns with taxable Social Security benefits 200
Taxable Social Security benefits amount $324,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $122,000
Number of returns with total statutory adjustments 770
Total statutory adjustments amount $967,000
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 30
Self-employment health insurance deduction amount $73,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $90,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $79,000
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $112,000
Number of returns with itemized deductions 260
Total itemized deductions amount $4,306,000
Amount of AGI for itemized returns $3,764,000
Number of returns with State and local income taxes 60
State and local income taxes amount $129,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $135,000
Number of returns with real estate taxes 190
Real estate taxes amount $470,000
Number of returns with taxes paid 250
Taxes paid amount $811,000
Number of returns with mortgage interest paid 170
Mortgage interest paid amount $1,276,000
Number of returns with contributions 160
Contributions amount $349,000
Number of returns with taxable income 2,480
Taxable income amount $14,458,000
Number of returns with income tax before credits 2,470
Income tax before credits amount $1,524,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 690
Total tax credits amount $224,000
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 170
Nonrefundable education credit amount $81,000
Number of returns with retirement savings contribution credit 230
Retirement savings contribution credit amount $40,000
Number of returns with child tax credit 280
Child tax credit amount $91,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 600
Self-employment tax amount $888,000
Number of returns with total tax payments 5,190
Total tax payments amount $13,046,000
Number of returns with earned income credit 2,260
Earned income credit amount [8] $6,382,000
Number of returns with excess earned income credit 2,060
Excess earned income credit (refundable) amount [9] $5,767,000
Number of returns with additional child tax credit 1,500
Additional child tax credit amount $1,866,000
Number of returns with refundable education credit 260
Refundable education credit amount $186,000
Number of returns with income tax 2,020
Income tax amount [10] $1,300,000
Number of returns with tax liability 2,590
Total tax liability amount [11] $2,279,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 490
Tax due at time of filing amount [12] $377,000
Number of returns with overpayments refunded 4,820
Overpayments refunded amount [13] $11,078,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $48,000

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

Number of returns 4,300
Number of single returns 1,600
Number of joint returns 1,470
Number of head of household returns 1,160
Number of returns with paid preparer's signature 2,610
Number of exemptions 10,680
Number of dependents 4,930
Total number of volunteer prepared returns [5] 100
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
Number of tax counseling for the elderly (TCE) prepared returns [3] 80
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 600
Number of elderly returns [4] 770
Adjust gross income (AGI) [5] $154,887,000
Number of returns with total income 4,300
Salaries and wages amount $156,095,000
Number of returns with salaries and wages 3,790
Salaries and wages amount $129,642
Number of returns with taxable interest 830
Taxable interest amount $310
Number of returns with ordinary dividends 200
Ordinary dividends amount $460,000
Number of returns with qualified dividends 170
Qualified dividends amount [6] $348
Number of returns with state and local income tax refunds 210
State and local income tax refunds amount $125
Number of returns with business or professional net income (less loss) 420
Business or professional net income (less loss) amount $4,594,000
Number of returns with net capital gain (less loss) 150
Net capital gain (less loss) amount $308,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $1,777,000
Number of returns with taxable pensions and annuities 590
Taxable pensions and annuities amount $11,612,000
Number of farm returns 30
Number of returns with unemployment compensation 560
Unemployment compensation amount [7] $2,686,000
Number of returns with taxable Social Security benefits 550
Taxable Social Security benefits amount $3,551,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $627,000
Number of returns with total statutory adjustments 630
Total statutory adjustments amount $1,208,000
Number of returns with educator expenses 70
Educator expenses amount $18,000
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 $254,000
Number of returns with IRA payments 40
IRA payments amount $130,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $172,000
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 590
Total itemized deductions amount $9,516,000
Amount of AGI for itemized returns $22,703,000
Number of returns with State and local income taxes 340
State and local income taxes amount $520,000
Number of returns with State and local general sales tax 220
State and local general sales tax amount $265,000
Number of returns with real estate taxes 470
Real estate taxes amount $1,110,000
Number of returns with taxes paid 590
Taxes paid amount $2,157,000
Number of returns with mortgage interest paid 420
Mortgage interest paid amount $3,100,000
Number of returns with contributions 430
Contributions amount $1,019,000
Number of returns with taxable income 4,040
Taxable income amount $68,396,000
Number of returns with income tax before credits 4,030
Income tax before credits amount $8,305,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,060
Total tax credits amount $1,832,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $100,000
Number of returns with nonrefundable education credit 250
Nonrefundable education credit amount $216,000
Number of returns with retirement savings contribution credit 680
Retirement savings contribution credit amount $125,000
Number of returns with child tax credit 1,440
Child tax credit amount $1,321,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $70,000
Number of returns with self-employment tax 340
Self-employment tax amount $893,000
Number of returns with total tax payments 4,230
Total tax payments amount $16,928,000
Number of returns with earned income credit 1,440
Earned income credit amount [8] $3,203,000
Number of returns with excess earned income credit 1,190
Excess earned income credit (refundable) amount [9] $2,649,000
Number of returns with additional child tax credit 1,190
Additional child tax credit amount $1,863,000
Number of returns with refundable education credit 200
Refundable education credit amount $161,000
Number of returns with income tax 2,960
Income tax amount [10] $6,473,000
Number of returns with tax liability 3,170
Total tax liability amount [11] $7,496,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 690
Tax due at time of filing amount [12] $1,013,000
Number of returns with overpayments refunded 3,570
Overpayments refunded amount [13] $10,314,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $61,000

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

Number of returns 2,250
Number of single returns 630
Number of joint returns 1,230
Number of head of household returns 350
Number of returns with paid preparer's signature 1,410
Number of exemptions 6,080
Number of dependents 2,590
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] 540
Adjust gross income (AGI) [5] $137,299,000
Number of returns with total income 2,250
Salaries and wages amount $138,418,000
Number of returns with salaries and wages 1,940
Salaries and wages amount $108,702
Number of returns with taxable interest 860
Taxable interest amount $417
Number of returns with ordinary dividends 180
Ordinary dividends amount $698,000
Number of returns with qualified dividends 170
Qualified dividends amount [6] $551
Number of returns with state and local income tax refunds 410
State and local income tax refunds amount $436
Number of returns with business or professional net income (less loss) 260
Business or professional net income (less loss) amount $3,167,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $802,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $1,945,000
Number of returns with taxable pensions and annuities 480
Taxable pensions and annuities amount $14,016,000
Number of farm returns 40
Number of returns with unemployment compensation 250
Unemployment compensation amount [7] $1,030,000
Number of returns with taxable Social Security benefits 410
Taxable Social Security benefits amount $5,951,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $1,253,000
Number of returns with total statutory adjustments 500
Total statutory adjustments amount $1,119,000
Number of returns with educator expenses 100
Educator expenses amount $25,000
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 $175,000
Number of returns with IRA payments 30
IRA payments amount $140,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $167,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $39,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $218,000
Number of returns with itemized deductions 830
Total itemized deductions amount $15,416,000
Amount of AGI for itemized returns $51,412,000
Number of returns with State and local income taxes 610
State and local income taxes amount $1,682,000
Number of returns with State and local general sales tax 190
State and local general sales tax amount $345,000
Number of returns with real estate taxes 690
Real estate taxes amount $1,754,000
Number of returns with taxes paid 830
Taxes paid amount $4,264,000
Number of returns with mortgage interest paid 660
Mortgage interest paid amount $4,749,000
Number of returns with contributions 630
Contributions amount $1,730,000
Number of returns with taxable income 2,240
Taxable income amount $81,924,000
Number of returns with income tax before credits 2,230
Income tax before credits amount $11,184,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,150
Total tax credits amount $1,902,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $64,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $190,000
Number of returns with retirement savings contribution credit 220
Retirement savings contribution credit amount $34,000
Number of returns with child tax credit 870
Child tax credit amount $1,460,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $142,000
Number of returns with self-employment tax 190
Self-employment tax amount $665,000
Number of returns with total tax payments 2,220
Total tax payments amount $13,526,000
Number of returns with earned income credit 40
Earned income credit amount [8] $10,000
Number of returns with excess earned income credit 30
Excess earned income credit (refundable) amount [9] $8,000
Number of returns with additional child tax credit 220
Additional child tax credit amount $287,000
Number of returns with refundable education credit 130
Refundable education credit amount $97,000
Number of returns with income tax 2,000
Income tax amount [10] $9,282,000
Number of returns with tax liability 2,050
Total tax liability amount [11] $10,026,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 550
Tax due at time of filing amount [12] $1,423,000
Number of returns with overpayments refunded 1,680
Overpayments refunded amount [13] $4,722,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $64,000

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

Number of returns 1,280
Number of single returns 220
Number of joint returns 910
Number of head of household returns 130
Number of returns with paid preparer's signature 840
Number of exemptions 3,640
Number of dependents 1,450
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] 100
Number of elderly returns [4] 330
Adjust gross income (AGI) [5] $109,860,000
Number of returns with total income 1,280
Salaries and wages amount $111,246,000
Number of returns with salaries and wages 1,090
Salaries and wages amount $84,603
Number of returns with taxable interest 670
Taxable interest amount $400
Number of returns with ordinary dividends 190
Ordinary dividends amount $979,000
Number of returns with qualified dividends 170
Qualified dividends amount [6] $800
Number of returns with state and local income tax refunds 420
State and local income tax refunds amount $554
Number of returns with business or professional net income (less loss) 190
Business or professional net income (less loss) amount $2,349,000
Number of returns with net capital gain (less loss) 180
Net capital gain (less loss) amount $1,234,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $2,279,000
Number of returns with taxable pensions and annuities 350
Taxable pensions and annuities amount $11,945,000
Number of farm returns 30
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $485,000
Number of returns with taxable Social Security benefits 260
Taxable Social Security benefits amount $4,854,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $738,000
Number of returns with total statutory adjustments 380
Total statutory adjustments amount $1,386,000
Number of returns with educator expenses 110
Educator expenses amount $27,000
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 $269,000
Number of returns with IRA payments 30
IRA payments amount $150,000
Number of returns with student loan interest deduction 140
Student loan interest deduction amount $149,000
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 730
Total itemized deductions amount $15,246,000
Amount of AGI for itemized returns $63,184,000
Number of returns with State and local income taxes 610
State and local income taxes amount $2,402,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $266,000
Number of returns with real estate taxes 640
Real estate taxes amount $1,794,000
Number of returns with taxes paid 730
Taxes paid amount $4,880,000
Number of returns with mortgage interest paid 590
Mortgage interest paid amount $4,757,000
Number of returns with contributions 590
Contributions amount $1,707,000
Number of returns with taxable income 1,270
Taxable income amount $73,225,000
Number of returns with income tax before credits 1,270
Income tax before credits amount $10,548,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 660
Total tax credits amount $1,394,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $68,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $146,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 500
Child tax credit amount $905,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $242,000
Number of returns with self-employment tax 130
Self-employment tax amount $546,000
Number of returns with total tax payments 1,250
Total tax payments amount $11,702,000
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 50
Additional child tax credit amount $89,000
Number of returns with refundable education credit 110
Refundable education credit amount $83,000
Number of returns with income tax 1,230
Income tax amount [10] $9,155,000
Number of returns with tax liability 1,240
Total tax liability amount [11] $9,787,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 370
Tax due at time of filing amount [12] $1,224,000
Number of returns with overpayments refunded 890
Overpayments refunded amount [13] $2,985,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $97,000

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

Number of returns 1,690
Number of single returns 170
Number of joint returns 1,410
Number of head of household returns 100
Number of returns with paid preparer's signature 1,150
Number of exemptions 5,080
Number of dependents 1,980
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] 100
Number of elderly returns [4] 500
Adjust gross income (AGI) [5] $226,502,000
Number of returns with total income 1,690
Salaries and wages amount $229,200,000
Number of returns with salaries and wages 1,460
Salaries and wages amount $169,224
Number of returns with taxable interest 1,200
Taxable interest amount $961
Number of returns with ordinary dividends 390
Ordinary dividends amount $2,473,000
Number of returns with qualified dividends 360
Qualified dividends amount [6] $1,925
Number of returns with state and local income tax refunds 750
State and local income tax refunds amount $1,427
Number of returns with business or professional net income (less loss) 300
Business or professional net income (less loss) amount $4,296,000
Number of returns with net capital gain (less loss) 360
Net capital gain (less loss) amount $5,068,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $4,836,000
Number of returns with taxable pensions and annuities 510
Taxable pensions and annuities amount $27,362,000
Number of farm returns 50
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $452,000
Number of returns with taxable Social Security benefits 330
Taxable Social Security benefits amount $6,861,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $3,759,000
Number of returns with total statutory adjustments 640
Total statutory adjustments amount $2,698,000
Number of returns with educator expenses 210
Educator expenses amount $63,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $790,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $478,000
Number of returns with IRA payments 60
IRA payments amount $347,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $204,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $60,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $449,000
Number of returns with itemized deductions 1,390
Total itemized deductions amount $38,216,000
Amount of AGI for itemized returns $189,173,000
Number of returns with State and local income taxes 1,290
State and local income taxes amount $9,441,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $349,000
Number of returns with real estate taxes 1,290
Real estate taxes amount $4,558,000
Number of returns with taxes paid 1,390
Taxes paid amount $15,253,000
Number of returns with mortgage interest paid 1,180
Mortgage interest paid amount $11,241,000
Number of returns with contributions 1,200
Contributions amount $5,131,000
Number of returns with taxable income 1,690
Taxable income amount $163,859,000
Number of returns with income tax before credits 1,690
Income tax before credits amount $27,681,000
Number of returns with alternative minimum tax 80
Alternative minimum tax amount $197,000
Number of returns with total tax credits 790
Total tax credits amount $1,666,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $18,000
Number of returns with child and dependent care credit 190
Child and dependent care credit amount $135,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $214,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 420
Child tax credit amount $611,000
Number of returns with residential energy tax credit 120
Residential energy tax credit amount $608,000
Number of returns with self-employment tax 190
Self-employment tax amount $988,000
Number of returns with total tax payments 1,670
Total tax payments amount $28,974,000
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 160
Refundable education credit amount $131,000
Number of returns with income tax 1,670
Income tax amount [10] $26,016,000
Number of returns with tax liability 1,670
Total tax liability amount [11] $27,184,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 630
Tax due at time of filing amount [12] $3,069,000
Number of returns with overpayments refunded 1,010
Overpayments refunded amount [13] $4,525,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $294,000

Adjusted Gross Income: $200,000 or more

Number of returns 320
Number of single returns 30
Number of joint returns 280
Number of head of household returns 0
Number of returns with paid preparer's signature 260
Number of exemptions 930
Number of dependents 330
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] 110
Adjust gross income (AGI) [5] $122,503,000
Number of returns with total income 320
Salaries and wages amount $127,324,000
Number of returns with salaries and wages 280
Salaries and wages amount $57,873
Number of returns with taxable interest 270
Taxable interest amount $1,864
Number of returns with ordinary dividends 140
Ordinary dividends amount $2,929,000
Number of returns with qualified dividends 130
Qualified dividends amount [6] $2,705
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $567
Number of returns with business or professional net income (less loss) 80
Business or professional net income (less loss) amount $6,335,000
Number of returns with net capital gain (less loss) 140
Net capital gain (less loss) amount $13,985,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $1,027,000
Number of returns with taxable pensions and annuities 100
Taxable pensions and annuities amount $8,620,000
Number of farm returns 40
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 60
Taxable Social Security benefits amount $1,335,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $22,687,000
Number of returns with total statutory adjustments 140
Total statutory adjustments amount $4,821,000
Number of returns with educator expenses 30
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 50
Self-employment health insurance deduction amount $750,000
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 $2,093,000
Number of returns with itemized deductions 320
Total itemized deductions amount $22,496,000
Amount of AGI for itemized returns $120,443,000
Number of returns with State and local income taxes 300
State and local income taxes amount $10,465,000
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 290
Real estate taxes amount $1,699,000
Number of returns with taxes paid 320
Taxes paid amount $12,690,000
Number of returns with mortgage interest paid 250
Mortgage interest paid amount $2,908,000
Number of returns with contributions 290
Contributions amount $3,805,000
Number of returns with taxable income 320
Taxable income amount $96,860,000
Number of returns with income tax before credits 320
Income tax before credits amount $25,035,000
Number of returns with alternative minimum tax 200
Alternative minimum tax amount $1,344,000
Number of returns with total tax credits 110
Total tax credits amount $260,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $19,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $141,000
Number of returns with self-employment tax 80
Self-employment tax amount $975,000
Number of returns with total tax payments 320
Total tax payments amount $18,596,000
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 320
Income tax amount [10] $24,775,000
Number of returns with tax liability 320
Total tax liability amount [11] $26,230,000
Number of returns with net investment income tax 160
Net investment income tax $266,000
Number of returns with tax due at time of filing 170
Tax due at time of filing amount [12] $9,135,000
Number of returns with overpayments refunded 120
Overpayments refunded amount [13] $1,012,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $466,000

[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.