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ZIP Code Database - Facts & Stats

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ZIP Code 95327 Income Tax Stats

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

ZIP Code 95327 Data

Zip Code:95327
City:Jamestown
State:CA [California]
Counties: TUOLUMNE, CA
City Alias(es):Jamestown
Area Code:209
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


95327 Income Tax Overview

Total Number of Tax Returns for ZIP Code 95327 [1] 2,650
Total Number of Single Tax Returns for ZIP Code 95327 990
Total Number of Joint Tax Returns for ZIP Code 95327 1,040
Total Number of Dependents for ZIP Code 95327 1,340
Total Adjusted Gross Income for ZIP Code 95327 $142,548,000
Average Income per Person for ZIP Code 95327 $14,537
Average Income per Household for ZIP Code 95327 $53,792

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 980
Number of single returns 650
Number of joint returns 170
Number of head of household returns 150
Number of returns with paid preparer's signature 510
Number of exemptions 1,410
Number of dependents 350
Total number of volunteer prepared returns [5] 90
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
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] 340
Adjust gross income (AGI) [5] $12,845,000
Number of returns with total income 980
Salaries and wages amount $13,113,000
Number of returns with salaries and wages 650
Salaries and wages amount $8,656
Number of returns with taxable interest 180
Taxable interest amount $84
Number of returns with ordinary dividends 110
Ordinary dividends amount $248,000
Number of returns with qualified dividends 100
Qualified dividends amount [6] $128
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) 150
Business or professional net income (less loss) amount $1,210,000
Number of returns with net capital gain (less loss) 110
Net capital gain (less loss) amount $130,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $548,000
Number of returns with taxable pensions and annuities 200
Taxable pensions and annuities amount $1,778,000
Number of farm returns 30
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $252,000
Number of returns with taxable Social Security benefits 80
Taxable Social Security benefits amount $125,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $240,000
Number of returns with total statutory adjustments 160
Total statutory adjustments amount $268,000
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 20
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 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 $1,628,000
Amount of AGI for itemized returns $1,149,000
Number of returns with State and local income taxes 30
State and local income taxes amount $246,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $36,000
Number of returns with real estate taxes 60
Real estate taxes amount $198,000
Number of returns with taxes paid 80
Taxes paid amount $490,000
Number of returns with mortgage interest paid 50
Mortgage interest paid amount $348,000
Number of returns with contributions 50
Contributions amount $68,000
Number of returns with taxable income 450
Taxable income amount $2,799,000
Number of returns with income tax before credits 450
Income tax before credits amount $287,000
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 $24,000
Number of returns with foreign tax credit 20
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 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 40
Retirement savings contribution credit amount $6,000
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 130
Self-employment tax amount $208,000
Number of returns with total tax payments 830
Total tax payments amount $1,837,000
Number of returns with earned income credit 310
Earned income credit amount [8] $687,000
Number of returns with excess earned income credit 270
Excess earned income credit (refundable) amount [9] $595,000
Number of returns with additional child tax credit 150
Additional child tax credit amount $175,000
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 400
Income tax amount [10] $263,000
Number of returns with tax liability 500
Total tax liability amount [11] $492,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 120
Tax due at time of filing amount [12] $114,000
Number of returns with overpayments refunded 750
Overpayments refunded amount [13] $1,415,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $38,000

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

Number of returns 670
Number of single returns 330
Number of joint returns 210
Number of head of household returns 120
Number of returns with paid preparer's signature 410
Number of exemptions 1,290
Number of dependents 410
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 90
Number of elderly returns [4] 220
Adjust gross income (AGI) [5] $24,260,000
Number of returns with total income 670
Salaries and wages amount $24,531,000
Number of returns with salaries and wages 530
Salaries and wages amount $17,461
Number of returns with taxable interest 140
Taxable interest amount $190
Number of returns with ordinary dividends 70
Ordinary dividends amount $213,000
Number of returns with qualified dividends 70
Qualified dividends amount [6] $146
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $23
Number of returns with business or professional net income (less loss) 70
Business or professional net income (less loss) amount $899,000
Number of returns with net capital gain (less loss) 60
Net capital gain (less loss) amount $202,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $588,000
Number of returns with taxable pensions and annuities 170
Taxable pensions and annuities amount $3,310,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $262,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $1,123,000
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 $271,000
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 $113,000
Number of returns with IRA payments 30
IRA payments amount $108,000
Number of returns with student loan interest deduction 40
Student loan interest deduction amount $36,000
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 $1,910,000
Amount of AGI for itemized returns $4,494,000
Number of returns with State and local income taxes 60
State and local income taxes amount $96,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $88,000
Number of returns with real estate taxes 100
Real estate taxes amount $254,000
Number of returns with taxes paid 120
Taxes paid amount $596,000
Number of returns with mortgage interest paid 70
Mortgage interest paid amount $474,000
Number of returns with contributions 90
Contributions amount $230,000
Number of returns with taxable income 640
Taxable income amount $12,253,000
Number of returns with income tax before credits 630
Income tax before credits amount $1,511,000
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 $193,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $20,000
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $24,000
Number of returns with retirement savings contribution credit 90
Retirement savings contribution credit amount $18,000
Number of returns with child tax credit 140
Child tax credit amount $133,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 60
Self-employment tax amount $158,000
Number of returns with total tax payments 650
Total tax payments amount $2,584,000
Number of returns with earned income credit 140
Earned income credit amount [8] $297,000
Number of returns with excess earned income credit 120
Excess earned income credit (refundable) amount [9] $251,000
Number of returns with additional child tax credit 110
Additional child tax credit amount $183,000
Number of returns with refundable education credit 40
Refundable education credit amount $27,000
Number of returns with income tax 550
Income tax amount [10] $1,319,000
Number of returns with tax liability 570
Total tax liability amount [11] $1,493,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 120
Tax due at time of filing amount [12] $209,000
Number of returns with overpayments refunded 540
Overpayments refunded amount [13] $1,256,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 400
Number of single returns 160
Number of joint returns 200
Number of head of household returns 40
Number of returns with paid preparer's signature 260
Number of exemptions 820
Number of dependents 220
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] 170
Adjust gross income (AGI) [5] $24,712,000
Number of returns with total income 400
Salaries and wages amount $25,004,000
Number of returns with salaries and wages 310
Salaries and wages amount $15,514
Number of returns with taxable interest 170
Taxable interest amount $119
Number of returns with ordinary dividends 60
Ordinary dividends amount $289,000
Number of returns with qualified dividends 60
Qualified dividends amount [6] $121
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $88
Number of returns with business or professional net income (less loss) 50
Business or professional net income (less loss) amount $483,000
Number of returns with net capital gain (less loss) 70
Net capital gain (less loss) amount $131,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $918,000
Number of returns with taxable pensions and annuities 160
Taxable pensions and annuities amount $4,731,000
Number of farm returns 20
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $298,000
Number of returns with taxable Social Security benefits 140
Taxable Social Security benefits amount $1,978,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $378,000
Number of returns with total statutory adjustments 90
Total statutory adjustments amount $292,000
Number of returns with educator expenses 30
Educator expenses amount $10,000
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 $31,000
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 $2,774,000
Amount of AGI for itemized returns $9,492,000
Number of returns with State and local income taxes 110
State and local income taxes amount $308,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $60,000
Number of returns with real estate taxes 140
Real estate taxes amount $368,000
Number of returns with taxes paid 150
Taxes paid amount $776,000
Number of returns with mortgage interest paid 120
Mortgage interest paid amount $842,000
Number of returns with contributions 110
Contributions amount $253,000
Number of returns with taxable income 400
Taxable income amount $16,047,000
Number of returns with income tax before credits 400
Income tax before credits amount $2,268,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 120
Total tax credits amount $183,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $3,000
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 $18,000
Number of returns with retirement savings contribution credit 20
Retirement savings contribution credit amount $4,000
Number of returns with child tax credit 90
Child tax credit amount $141,000
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 $120,000
Number of returns with total tax payments 390
Total tax payments amount $2,566,000
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 390
Income tax amount [10] $2,085,000
Number of returns with tax liability 390
Total tax liability amount [11] $2,223,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 140
Tax due at time of filing amount [12] $346,000
Number of returns with overpayments refunded 250
Overpayments refunded amount [13] $635,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $34,000

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

Number of returns 220
Number of single returns 60
Number of joint returns 150
Number of head of household returns 30
Number of returns with paid preparer's signature 170
Number of exemptions 490
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] 30
Number of elderly returns [4] 100
Adjust gross income (AGI) [5] $18,917,000
Number of returns with total income 220
Salaries and wages amount $19,073,000
Number of returns with salaries and wages 170
Salaries and wages amount $12,185
Number of returns with taxable interest 120
Taxable interest amount $162
Number of returns with ordinary dividends 60
Ordinary dividends amount $222,000
Number of returns with qualified dividends 50
Qualified dividends amount [6] $132
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) 30
Business or professional net income (less loss) amount $263,000
Number of returns with net capital gain (less loss) 50
Net capital gain (less loss) amount $482,000
Number of returns with taxable individual retirement arrangements distributions 30
Taxable individual retirement arrangements distributions amount $457,000
Number of returns with taxable pensions and annuities 80
Taxable pensions and annuities amount $3,336,000
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 80
Taxable Social Security benefits amount $1,340,000
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 50
Total statutory adjustments amount $156,000
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 20
Self-employment health insurance deduction amount $194,000
Number of returns with IRA payments 20
IRA payments amount $75,000
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 120
Total itemized deductions amount $2,449,000
Amount of AGI for itemized returns $10,595,000
Number of returns with State and local income taxes 100
State and local income taxes amount $397,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $112,000
Number of returns with real estate taxes 110
Real estate taxes amount $297,000
Number of returns with taxes paid 120
Taxes paid amount $792,000
Number of returns with mortgage interest paid 100
Mortgage interest paid amount $719,000
Number of returns with contributions 100
Contributions amount $218,000
Number of returns with taxable income 220
Taxable income amount $13,300,000
Number of returns with income tax before credits 220
Income tax before credits amount $1,971,000
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 $156,000
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 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 50
Child tax credit amount $86,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $145,000
Number of returns with self-employment tax 20
Self-employment tax amount $65,000
Number of returns with total tax payments 210
Total tax payments amount $2,172,000
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 210
Income tax amount [10] $1,815,000
Number of returns with tax liability 210
Total tax liability amount [11] $1,909,000
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] $222,000
Number of returns with overpayments refunded 140
Overpayments refunded amount [13] $473,000
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 320
Number of single returns 60
Number of joint returns 260
Number of head of household returns 0
Number of returns with paid preparer's signature 230
Number of exemptions 770
Number of dependents 200
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] $41,834,000
Number of returns with total income 320
Salaries and wages amount $42,208,000
Number of returns with salaries and wages 260
Salaries and wages amount $27,422
Number of returns with taxable interest 200
Taxable interest amount $267
Number of returns with ordinary dividends 80
Ordinary dividends amount $549,000
Number of returns with qualified dividends 70
Qualified dividends amount [6] $431
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $197
Number of returns with business or professional net income (less loss) 60
Business or professional net income (less loss) amount $1,121,000
Number of returns with net capital gain (less loss) 80
Net capital gain (less loss) amount $1,203,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $1,337,000
Number of returns with taxable pensions and annuities 160
Taxable pensions and annuities amount $8,581,000
Number of farm returns 20
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $146,000
Number of returns with taxable Social Security benefits 100
Taxable Social Security benefits amount $2,160,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $2,436,000
Number of returns with total statutory adjustments 80
Total statutory adjustments amount $374,000
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 20
Student loan interest deduction amount $19,000
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 250
Total itemized deductions amount $6,633,000
Amount of AGI for itemized returns $33,203,000
Number of returns with State and local income taxes 230
State and local income taxes amount $1,677,000
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 230
Real estate taxes amount $779,000
Number of returns with taxes paid 250
Taxes paid amount $2,646,000
Number of returns with mortgage interest paid 200
Mortgage interest paid amount $1,886,000
Number of returns with contributions 210
Contributions amount $673,000
Number of returns with taxable income 320
Taxable income amount $31,136,000
Number of returns with income tax before credits 320
Income tax before credits amount $5,215,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 120
Total tax credits amount $231,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $14,000
Number of returns with nonrefundable education credit 20
Nonrefundable education credit amount $28,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 50
Child tax credit amount $59,000
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 $268,000
Number of returns with total tax payments 310
Total tax payments amount $5,351,000
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 $17,000
Number of returns with income tax 310
Income tax amount [10] $5,008,000
Number of returns with tax liability 320
Total tax liability amount [11] $5,138,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 120
Tax due at time of filing amount [12] $482,000
Number of returns with overpayments refunded 180
Overpayments refunded amount [13] $625,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $291,000

Adjusted Gross Income: $200,000 or more

Number of returns 60
Number of single returns 0
Number of joint returns 50
Number of head of household returns 0
Number of returns with paid preparer's signature 60
Number of exemptions 150
Number of dependents 30
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] 30
Adjust gross income (AGI) [5] $19,980,000
Number of returns with total income 60
Salaries and wages amount $20,436,000
Number of returns with salaries and wages 50
Salaries and wages amount $8,314
Number of returns with taxable interest 60
Taxable interest amount $138
Number of returns with ordinary dividends 20
Ordinary dividends amount $195,000
Number of returns with qualified dividends 20
Qualified dividends amount [6] $110
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $118
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) 30
Net capital gain (less loss) amount $2,313,000
Number of returns with taxable individual retirement arrangements distributions 0
Taxable individual retirement arrangements distributions amount $0
Number of returns with taxable pensions and annuities 0
Taxable pensions and annuities amount $0
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 20
Taxable Social Security benefits amount $479,000
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 20
Total statutory adjustments amount $456,000
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 60
Total itemized deductions amount $2,798,000
Amount of AGI for itemized returns $18,082,000
Number of returns with State and local income taxes 50
State and local income taxes amount $1,581,000
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 50
Real estate taxes amount $220,000
Number of returns with taxes paid 60
Taxes paid amount $1,825,000
Number of returns with mortgage interest paid 30
Mortgage interest paid amount $381,000
Number of returns with contributions 40
Contributions amount $263,000
Number of returns with taxable income 60
Taxable income amount $16,664,000
Number of returns with income tax before credits 60
Income tax before credits amount $4,069,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $290,000
Number of returns with total tax credits 0
Total tax credits amount $0
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 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 60
Total tax payments amount $4,211,000
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 60
Income tax amount [10] $4,024,000
Number of returns with tax liability 60
Total tax liability amount [11] $4,259,000
Number of returns with net investment income tax 30
Net investment income tax $49,000
Number of returns with tax due at time of filing 30
Tax due at time of filing amount [12] $543,000
Number of returns with overpayments refunded 30
Overpayments refunded amount [13] $263,000
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.