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ZIP Code Database - Facts & Stats

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ZIP Code 95341 Income Tax Stats

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

ZIP Code 95341 Data

Zip Code:95341
City:Merced
State:CA [California]
Counties: MERCED, CA
City Alias(es):Merced
Area Code:209
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





95341 Income Tax Overview

Total Number of Tax Returns for ZIP Code 95341 [1] 11,440
Total Number of Single Tax Returns for ZIP Code 95341 3,530
Total Number of Joint Tax Returns for ZIP Code 95341 3,580
Total Number of Dependents for ZIP Code 95341 14,950
Total Adjusted Gross Income for ZIP Code 95341 $388,131,000
Average Income per Person for ZIP Code 95341 $11,773
Average Income per Household for ZIP Code 95341 $33,928

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 5,590
Number of single returns 3,200
Number of joint returns 820
Number of head of household returns 1,550
Number of returns with paid preparer's signature 3,220
Number of exemptions 11,820
Number of dependents 5,800
Total number of volunteer prepared returns [5] 160
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 130
Number of volunteer prepared returns with Earned Income Credit 20
Number of refund anticipation check returns [3] 1,100
Number of elderly returns [4] 580
Adjust gross income (AGI) [5] $76,968,000
Number of returns with total income 5,590
Salaries and wages amount $77,810,000
Number of returns with salaries and wages 5,000
Salaries and wages amount $67,228
Number of returns with taxable interest 280
Taxable interest amount $89
Number of returns with ordinary dividends 60
Ordinary dividends amount $118,000
Number of returns with qualified dividends 50
Qualified dividends amount [6] $63
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $15
Number of returns with business or professional net income (less loss) 660
Business or professional net income (less loss) amount $4,700,000
Number of returns with net capital gain (less loss) 60
Net capital gain (less loss) amount $410,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $336,000
Number of returns with taxable pensions and annuities 310
Taxable pensions and annuities amount $2,628,000
Number of farm returns 0
Number of returns with unemployment compensation 700
Unemployment compensation amount [7] $2,685,000
Number of returns with taxable Social Security benefits 70
Taxable Social Security benefits amount $88,000
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 680
Total statutory adjustments amount $842,000
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 $79,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $49,000
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 $1,484,000
Amount of AGI for itemized returns $1,897,000
Number of returns with State and local income taxes 30
State and local income taxes amount $38,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $56,000
Number of returns with real estate taxes 80
Real estate taxes amount $172,000
Number of returns with taxes paid 120
Taxes paid amount $338,000
Number of returns with mortgage interest paid 70
Mortgage interest paid amount $451,000
Number of returns with contributions 70
Contributions amount $145,000
Number of returns with taxable income 2,050
Taxable income amount $10,893,000
Number of returns with income tax before credits 2,060
Income tax before credits amount $1,151,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 710
Total tax credits amount $221,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $6,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $67,000
Number of returns with retirement savings contribution credit 190
Retirement savings contribution credit amount $35,000
Number of returns with child tax credit 370
Child tax credit amount $111,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 570
Self-employment tax amount $768,000
Number of returns with total tax payments 5,370
Total tax payments amount $15,591,000
Number of returns with earned income credit 2,820
Earned income credit amount [8] $8,495,000
Number of returns with excess earned income credit 2,640
Excess earned income credit (refundable) amount [9] $7,906,000
Number of returns with additional child tax credit 2,330
Additional child tax credit amount $3,003,000
Number of returns with refundable education credit 300
Refundable education credit amount $229,000
Number of returns with income tax 1,520
Income tax amount [10] $930,000
Number of returns with tax liability 2,080
Total tax liability amount [11] $1,759,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 380
Tax due at time of filing amount [12] $295,000
Number of returns with overpayments refunded 5,080
Overpayments refunded amount [13] $14,089,000
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 3,770
Number of single returns 1,180
Number of joint returns 1,340
Number of head of household returns 1,230
Number of returns with paid preparer's signature 2,440
Number of exemptions 11,120
Number of dependents 6,010
Total number of volunteer prepared returns [5] 80
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
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] 610
Number of elderly returns [4] 360
Adjust gross income (AGI) [5] $133,101,000
Number of returns with total income 3,770
Salaries and wages amount $133,902,000
Number of returns with salaries and wages 3,570
Salaries and wages amount $120,605
Number of returns with taxable interest 480
Taxable interest amount $124
Number of returns with ordinary dividends 70
Ordinary dividends amount $125,000
Number of returns with qualified dividends 60
Qualified dividends amount [6] $68
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $72
Number of returns with business or professional net income (less loss) 290
Business or professional net income (less loss) amount $3,312,000
Number of returns with net capital gain (less loss) 60
Net capital gain (less loss) amount $113,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $538,000
Number of returns with taxable pensions and annuities 250
Taxable pensions and annuities amount $4,040,000
Number of farm returns 30
Number of returns with unemployment compensation 510
Unemployment compensation amount [7] $2,910,000
Number of returns with taxable Social Security benefits 230
Taxable Social Security benefits amount $1,242,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $191,000
Number of returns with total statutory adjustments 410
Total statutory adjustments amount $801,000
Number of returns with educator expenses 40
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 20
Self-employment health insurance deduction amount $113,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $102,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $74,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 380
Total itemized deductions amount $5,644,000
Amount of AGI for itemized returns $14,614,000
Number of returns with State and local income taxes 210
State and local income taxes amount $273,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $178,000
Number of returns with real estate taxes 270
Real estate taxes amount $532,000
Number of returns with taxes paid 380
Taxes paid amount $1,187,000
Number of returns with mortgage interest paid 260
Mortgage interest paid amount $1,648,000
Number of returns with contributions 270
Contributions amount $505,000
Number of returns with taxable income 3,400
Taxable income amount $51,689,000
Number of returns with income tax before credits 3,400
Income tax before credits amount $6,178,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,080
Total tax credits amount $1,797,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $88,000
Number of returns with nonrefundable education credit 230
Nonrefundable education credit amount $201,000
Number of returns with retirement savings contribution credit 540
Retirement savings contribution credit amount $102,000
Number of returns with child tax credit 1,600
Child tax credit amount $1,356,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $43,000
Number of returns with self-employment tax 220
Self-employment tax amount $604,000
Number of returns with total tax payments 3,720
Total tax payments amount $15,218,000
Number of returns with earned income credit 1,430
Earned income credit amount [8] $3,428,000
Number of returns with excess earned income credit 1,230
Excess earned income credit (refundable) amount [9] $2,989,000
Number of returns with additional child tax credit 1,510
Additional child tax credit amount $2,669,000
Number of returns with refundable education credit 190
Refundable education credit amount $147,000
Number of returns with income tax 2,150
Income tax amount [10] $4,380,000
Number of returns with tax liability 2,320
Total tax liability amount [11] $5,034,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 500
Tax due at time of filing amount [12] $727,000
Number of returns with overpayments refunded 3,260
Overpayments refunded amount [13] $10,756,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $69,000

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

Number of returns 1,210
Number of single returns 250
Number of joint returns 720
Number of head of household returns 230
Number of returns with paid preparer's signature 810
Number of exemptions 3,870
Number of dependents 1,930
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 140
Number of elderly returns [4] 180
Adjust gross income (AGI) [5] $73,392,000
Number of returns with total income 1,210
Salaries and wages amount $73,837,000
Number of returns with salaries and wages 1,140
Salaries and wages amount $64,054
Number of returns with taxable interest 360
Taxable interest amount $83
Number of returns with ordinary dividends 60
Ordinary dividends amount $132,000
Number of returns with qualified dividends 50
Qualified dividends amount [6] $61
Number of returns with state and local income tax refunds 190
State and local income tax refunds amount $200
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $1,204,000
Number of returns with net capital gain (less loss) 50
Net capital gain (less loss) amount $80,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $798,000
Number of returns with taxable pensions and annuities 170
Taxable pensions and annuities amount $3,923,000
Number of farm returns 30
Number of returns with unemployment compensation 160
Unemployment compensation amount [7] $900,000
Number of returns with taxable Social Security benefits 120
Taxable Social Security benefits amount $1,722,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $508,000
Number of returns with total statutory adjustments 230
Total statutory adjustments amount $445,000
Number of returns with educator expenses 40
Educator expenses amount $9,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $127,000
Number of returns with IRA payments 50
IRA payments amount $244,000
Number of returns with student loan interest deduction 90
Student loan interest deduction amount $82,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 330
Total itemized deductions amount $6,030,000
Amount of AGI for itemized returns $20,631,000
Number of returns with State and local income taxes 240
State and local income taxes amount $600,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $142,000
Number of returns with real estate taxes 270
Real estate taxes amount $595,000
Number of returns with taxes paid 330
Taxes paid amount $1,576,000
Number of returns with mortgage interest paid 260
Mortgage interest paid amount $1,713,000
Number of returns with contributions 240
Contributions amount $521,000
Number of returns with taxable income 1,210
Taxable income amount $42,020,000
Number of returns with income tax before credits 1,210
Income tax before credits amount $5,674,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 730
Total tax credits amount $1,320,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $55,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $123,000
Number of returns with retirement savings contribution credit 120
Retirement savings contribution credit amount $19,000
Number of returns with child tax credit 620
Child tax credit amount $1,066,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $44,000
Number of returns with self-employment tax 100
Self-employment tax amount $255,000
Number of returns with total tax payments 1,200
Total tax payments amount $6,897,000
Number of returns with earned income credit 30
Earned income credit amount [8] $12,000
Number of returns with excess earned income credit 30
Excess earned income credit (refundable) amount [9] $11,000
Number of returns with additional child tax credit 190
Additional child tax credit amount $259,000
Number of returns with refundable education credit 80
Refundable education credit amount $67,000
Number of returns with income tax 1,030
Income tax amount [10] $4,354,000
Number of returns with tax liability 1,050
Total tax liability amount [11] $4,686,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 280
Tax due at time of filing amount [12] $621,000
Number of returns with overpayments refunded 920
Overpayments refunded amount [13] $2,763,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 490
Number of single returns 70
Number of joint returns 370
Number of head of household returns 70
Number of returns with paid preparer's signature 330
Number of exemptions 1,610
Number of dependents 750
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 40
Number of elderly returns [4] 120
Adjust gross income (AGI) [5] $42,202,000
Number of returns with total income 490
Salaries and wages amount $42,548,000
Number of returns with salaries and wages 440
Salaries and wages amount $34,384
Number of returns with taxable interest 210
Taxable interest amount $88
Number of returns with ordinary dividends 40
Ordinary dividends amount $68,000
Number of returns with qualified dividends 40
Qualified dividends amount [6] $54
Number of returns with state and local income tax refunds 150
State and local income tax refunds amount $189
Number of returns with business or professional net income (less loss) 60
Business or professional net income (less loss) amount $887,000
Number of returns with net capital gain (less loss) 30
Net capital gain (less loss) amount $420,000
Number of returns with taxable individual retirement arrangements distributions 30
Taxable individual retirement arrangements distributions amount $604,000
Number of returns with taxable pensions and annuities 100
Taxable pensions and annuities amount $3,466,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $318,000
Number of returns with taxable Social Security benefits 90
Taxable Social Security benefits amount $1,644,000
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 120
Total statutory adjustments amount $346,000
Number of returns with educator expenses 40
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 40
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 230
Total itemized deductions amount $4,802,000
Amount of AGI for itemized returns $19,762,000
Number of returns with State and local income taxes 190
State and local income taxes amount $711,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $145,000
Number of returns with real estate taxes 190
Real estate taxes amount $507,000
Number of returns with taxes paid 230
Taxes paid amount $1,461,000
Number of returns with mortgage interest paid 180
Mortgage interest paid amount $1,365,000
Number of returns with contributions 190
Contributions amount $496,000
Number of returns with taxable income 490
Taxable income amount $27,752,000
Number of returns with income tax before credits 490
Income tax before credits amount $4,046,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 260
Total tax credits amount $566,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $27,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $53,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 230
Child tax credit amount $428,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $130,000
Number of returns with self-employment tax 40
Self-employment tax amount $169,000
Number of returns with total tax payments 490
Total tax payments amount $4,417,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 40
Refundable education credit amount $28,000
Number of returns with income tax 470
Income tax amount [10] $3,480,000
Number of returns with tax liability 470
Total tax liability amount [11] $3,679,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 150
Tax due at time of filing amount [12] $444,000
Number of returns with overpayments refunded 340
Overpayments refunded amount [13] $1,126,000
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 330
Number of single returns 40
Number of joint returns 280
Number of head of household returns 0
Number of returns with paid preparer's signature 240
Number of exemptions 1,020
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] 30
Number of elderly returns [4] 100
Adjust gross income (AGI) [5] $42,090,000
Number of returns with total income 330
Salaries and wages amount $43,046,000
Number of returns with salaries and wages 280
Salaries and wages amount $30,004
Number of returns with taxable interest 210
Taxable interest amount $133
Number of returns with ordinary dividends 50
Ordinary dividends amount $359,000
Number of returns with qualified dividends 40
Qualified dividends amount [6] $330
Number of returns with state and local income tax refunds 150
State and local income tax refunds amount $334
Number of returns with business or professional net income (less loss) 70
Business or professional net income (less loss) amount $2,231,000
Number of returns with net capital gain (less loss) 60
Net capital gain (less loss) amount $2,297,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $771,000
Number of returns with taxable pensions and annuities 110
Taxable pensions and annuities amount $6,378,000
Number of farm returns 50
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $117,000
Number of returns with taxable Social Security benefits 90
Taxable Social Security benefits amount $2,022,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $276,000
Number of returns with total statutory adjustments 130
Total statutory adjustments amount $956,000
Number of returns with educator expenses 40
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $323,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 40
Student loan interest deduction amount $40,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $1,053,000
Number of returns with itemized deductions 230
Total itemized deductions amount $7,118,000
Amount of AGI for itemized returns $30,698,000
Number of returns with State and local income taxes 210
State and local income taxes amount $1,859,000
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 200
Real estate taxes amount $601,000
Number of returns with taxes paid 230
Taxes paid amount $2,651,000
Number of returns with mortgage interest paid 180
Mortgage interest paid amount $1,466,000
Number of returns with contributions 190
Contributions amount $925,000
Number of returns with taxable income 320
Taxable income amount $30,027,000
Number of returns with income tax before credits 320
Income tax before credits amount $4,944,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 140
Total tax credits amount $293,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $16,000
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $38,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 100
Child tax credit amount $164,000
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 $308,000
Number of returns with total tax payments 320
Total tax payments amount $5,322,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 30
Refundable education credit amount $23,000
Number of returns with income tax 320
Income tax amount [10] $4,650,000
Number of returns with tax liability 320
Total tax liability amount [11] $5,011,000
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] $762,000
Number of returns with overpayments refunded 210
Overpayments refunded amount [13] $1,446,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $115,000

Adjusted Gross Income: $200,000 or more

Number of returns 50
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 40
Number of exemptions 150
Number of dependents 50
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] 20
Adjust gross income (AGI) [5] $20,378,000
Number of returns with total income 50
Salaries and wages amount $22,047,000
Number of returns with salaries and wages 40
Salaries and wages amount $6,544
Number of returns with taxable interest 40
Taxable interest amount $156
Number of returns with ordinary dividends 30
Ordinary dividends amount $1,995,000
Number of returns with qualified dividends 30
Qualified dividends amount [6] $1,964
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) 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 $7,440,000
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 0
Taxable Social Security benefits amount $0
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount ($151,000)
Number of returns with total statutory adjustments 30
Total statutory adjustments amount $1,669,000
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 50
Total itemized deductions amount $3,775,000
Amount of AGI for itemized returns $19,916,000
Number of returns with State and local income taxes 50
State and local income taxes amount $1,972,000
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 40
Real estate taxes amount $187,000
Number of returns with taxes paid 50
Taxes paid amount $2,188,000
Number of returns with mortgage interest paid 30
Mortgage interest paid amount $254,000
Number of returns with contributions 50
Contributions amount $445,000
Number of returns with taxable income 50
Taxable income amount $16,136,000
Number of returns with income tax before credits 50
Income tax before credits amount $3,783,000
Number of returns with alternative minimum tax 50
Alternative minimum tax amount $323,000
Number of returns with total tax credits 20
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 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 20
Self-employment tax amount $204,000
Number of returns with total tax payments 50
Total tax payments amount $3,617,000
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 50
Income tax amount [10] $3,569,000
Number of returns with tax liability 50
Total tax liability amount [11] $3,884,000
Number of returns with net investment income tax 30
Net investment income tax $79,000
Number of returns with tax due at time of filing 30
Tax due at time of filing amount [12] $851,000
Number of returns with overpayments refunded 0
Overpayments refunded amount [13] $0
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.