Zip Code Database List
1-800-425-1169
Account Login
Find ZIP+4 of Address

Find the ZIP Code, County, and +4 of any U.S. Address

FREE ZIP Code Finder

Find info on any U.S. ZIP Code

Other FREE Lookups

Lookup ZIP Code of any City, State, County or Area Code

FREE Radius Search

Find all ZIP Codes

FREE Distance Calc

Calculate the distance between two U.S. or Canadian ZIP codes.






ZIP Code Database - Facts & Stats

Share |

ZIP Code 95640 Income Tax Stats

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

ZIP Code 95640 Data

Zip Code:95640
City:Ione
State:CA [California]
Counties: AMADOR, CA
City Alias(es):Ione
Area Code:209
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


95640 Income Tax Overview

Total Number of Tax Returns for ZIP Code 95640 [1] 3,800
Total Number of Single Tax Returns for ZIP Code 95640 1,590
Total Number of Joint Tax Returns for ZIP Code 95640 1,670
Total Number of Dependents for ZIP Code 95640 2,200
Total Adjusted Gross Income for ZIP Code 95640 $235,179,000
Average Income per Person for ZIP Code 95640 $20,715
Average Income per Household for ZIP Code 95640 $61,889

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


Adjusted Gross Income: 1 under $25,000

Number of returns 1,070
Number of single returns 750
Number of joint returns 160
Number of head of household returns 150
Number of returns with paid preparer's signature 430
Number of exemptions 1,420
Number of dependents 350
Total number of volunteer prepared returns [5] 90
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 140
Number of elderly returns [4] 300
Adjust gross income (AGI) [5] $13,995,000
Number of returns with total income 1,070
Salaries and wages amount $14,208,000
Number of returns with salaries and wages 760
Salaries and wages amount $9,699
Number of returns with taxable interest 210
Taxable interest amount $90
Number of returns with ordinary dividends 90
Ordinary dividends amount $133,000
Number of returns with qualified dividends 80
Qualified dividends amount [6] $77
Number of returns with state and local income tax refunds 20
State and local income tax refunds amount $14
Number of returns with business or professional net income (less loss) 150
Business or professional net income (less loss) amount $1,030,000
Number of returns with net capital gain (less loss) 80
Net capital gain (less loss) amount $59,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $488,000
Number of returns with taxable pensions and annuities 190
Taxable pensions and annuities amount $2,122,000
Number of farm returns 30
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $215,000
Number of returns with taxable Social Security benefits 70
Taxable Social Security benefits amount $122,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $182,000
Number of returns with total statutory adjustments 160
Total statutory adjustments amount $213,000
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 $20,000
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 100
Total itemized deductions amount $1,664,000
Amount of AGI for itemized returns $1,482,000
Number of returns with State and local income taxes 30
State and local income taxes amount $13,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $51,000
Number of returns with real estate taxes 90
Real estate taxes amount $243,000
Number of returns with taxes paid 100
Taxes paid amount $335,000
Number of returns with mortgage interest paid 70
Mortgage interest paid amount $559,000
Number of returns with contributions 60
Contributions amount $104,000
Number of returns with taxable income 500
Taxable income amount $3,117,000
Number of returns with income tax before credits 500
Income tax before credits amount $331,000
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 $28,000
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 20
Nonrefundable education credit amount $12,000
Number of returns with retirement savings contribution credit 40
Retirement savings contribution credit amount $6,000
Number of returns with child tax credit 20
Child tax credit amount $8,000
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 $175,000
Number of returns with total tax payments 940
Total tax payments amount $1,884,000
Number of returns with earned income credit 300
Earned income credit amount [8] $700,000
Number of returns with excess earned income credit 260
Excess earned income credit (refundable) amount [9] $613,000
Number of returns with additional child tax credit 160
Additional child tax credit amount $184,000
Number of returns with refundable education credit 30
Refundable education credit amount $23,000
Number of returns with income tax 450
Income tax amount [10] $303,000
Number of returns with tax liability 560
Total tax liability amount [11] $508,000
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] $98,000
Number of returns with overpayments refunded 830
Overpayments refunded amount [13] $1,433,000
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: $25,000 under $50,000

Number of returns 960
Number of single returns 490
Number of joint returns 270
Number of head of household returns 170
Number of returns with paid preparer's signature 470
Number of exemptions 1,730
Number of dependents 510
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 150
Number of elderly returns [4] 280
Adjust gross income (AGI) [5] $35,114,000
Number of returns with total income 960
Salaries and wages amount $35,508,000
Number of returns with salaries and wages 750
Salaries and wages amount $25,749
Number of returns with taxable interest 270
Taxable interest amount $200
Number of returns with ordinary dividends 90
Ordinary dividends amount $194,000
Number of returns with qualified dividends 80
Qualified dividends amount [6] $105
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $48
Number of returns with business or professional net income (less loss) 110
Business or professional net income (less loss) amount $1,235,000
Number of returns with net capital gain (less loss) 90
Net capital gain (less loss) amount $90,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $1,115,000
Number of returns with taxable pensions and annuities 230
Taxable pensions and annuities amount $4,875,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $224,000
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $1,551,000
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 150
Total statutory adjustments amount $394,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $121,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 50
Student loan interest deduction amount $52,000
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 200
Total itemized deductions amount $3,479,000
Amount of AGI for itemized returns $7,717,000
Number of returns with State and local income taxes 110
State and local income taxes amount $186,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $111,000
Number of returns with real estate taxes 170
Real estate taxes amount $434,000
Number of returns with taxes paid 200
Taxes paid amount $785,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $1,122,000
Number of returns with contributions 130
Contributions amount $299,000
Number of returns with taxable income 920
Taxable income amount $18,143,000
Number of returns with income tax before credits 910
Income tax before credits amount $2,254,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 340
Total tax credits amount $294,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $23,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $41,000
Number of returns with retirement savings contribution credit 140
Retirement savings contribution credit amount $21,000
Number of returns with child tax credit 200
Child tax credit amount $199,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 80
Self-employment tax amount $205,000
Number of returns with total tax payments 920
Total tax payments amount $3,725,000
Number of returns with earned income credit 180
Earned income credit amount [8] $358,000
Number of returns with excess earned income credit 150
Excess earned income credit (refundable) amount [9] $291,000
Number of returns with additional child tax credit 120
Additional child tax credit amount $170,000
Number of returns with refundable education credit 30
Refundable education credit amount $24,000
Number of returns with income tax 800
Income tax amount [10] $1,960,000
Number of returns with tax liability 830
Total tax liability amount [11] $2,206,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 180
Tax due at time of filing amount [12] $283,000
Number of returns with overpayments refunded 760
Overpayments refunded amount [13] $1,784,000
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 630
Number of single returns 220
Number of joint returns 340
Number of head of household returns 70
Number of returns with paid preparer's signature 360
Number of exemptions 1,410
Number of dependents 440
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 70
Number of elderly returns [4] 230
Adjust gross income (AGI) [5] $39,261,000
Number of returns with total income 630
Salaries and wages amount $39,641,000
Number of returns with salaries and wages 490
Salaries and wages amount $27,422
Number of returns with taxable interest 300
Taxable interest amount $78
Number of returns with ordinary dividends 100
Ordinary dividends amount $347,000
Number of returns with qualified dividends 90
Qualified dividends amount [6] $256
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $120
Number of returns with business or professional net income (less loss) 90
Business or professional net income (less loss) amount $795,000
Number of returns with net capital gain (less loss) 90
Net capital gain (less loss) amount $349,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $1,017,000
Number of returns with taxable pensions and annuities 200
Taxable pensions and annuities amount $6,783,000
Number of farm returns 30
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $132,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $2,581,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $137,000
Number of returns with total statutory adjustments 140
Total statutory adjustments amount $380,000
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 $154,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $56,000
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 280
Total itemized deductions amount $5,160,000
Amount of AGI for itemized returns $17,388,000
Number of returns with State and local income taxes 210
State and local income taxes amount $518,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $120,000
Number of returns with real estate taxes 240
Real estate taxes amount $742,000
Number of returns with taxes paid 280
Taxes paid amount $1,473,000
Number of returns with mortgage interest paid 230
Mortgage interest paid amount $1,830,000
Number of returns with contributions 210
Contributions amount $438,000
Number of returns with taxable income 630
Taxable income amount $24,542,000
Number of returns with income tax before credits 630
Income tax before credits amount $3,333,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 240
Total tax credits amount $384,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 40
Retirement savings contribution credit amount $6,000
Number of returns with child tax credit 170
Child tax credit amount $280,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $102,000
Number of returns with self-employment tax 70
Self-employment tax amount $162,000
Number of returns with total tax payments 620
Total tax payments amount $4,003,000
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 30
Additional child tax credit amount $51,000
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 590
Income tax amount [10] $2,949,000
Number of returns with tax liability 600
Total tax liability amount [11] $3,156,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 190
Tax due at time of filing amount [12] $363,000
Number of returns with overpayments refunded 440
Overpayments refunded amount [13] $1,195,000
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 460
Number of single returns 110
Number of joint returns 310
Number of head of household returns 30
Number of returns with paid preparer's signature 280
Number of exemptions 1,090
Number of dependents 320
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] $40,227,000
Number of returns with total income 460
Salaries and wages amount $40,668,000
Number of returns with salaries and wages 360
Salaries and wages amount $26,291
Number of returns with taxable interest 270
Taxable interest amount $108
Number of returns with ordinary dividends 100
Ordinary dividends amount $328,000
Number of returns with qualified dividends 90
Qualified dividends amount [6] $269
Number of returns with state and local income tax refunds 160
State and local income tax refunds amount $183
Number of returns with business or professional net income (less loss) 70
Business or professional net income (less loss) amount $857,000
Number of returns with net capital gain (less loss) 80
Net capital gain (less loss) amount $586,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $1,311,000
Number of returns with taxable pensions and annuities 170
Taxable pensions and annuities amount $8,080,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $72,000
Number of returns with taxable Social Security benefits 150
Taxable Social Security benefits amount $2,658,000
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 110
Total statutory adjustments amount $441,000
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 40
IRA payments amount $175,000
Number of returns with student loan interest deduction 30
Student loan interest deduction amount $42,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 280
Total itemized deductions amount $5,731,000
Amount of AGI for itemized returns $24,193,000
Number of returns with State and local income taxes 240
State and local income taxes amount $977,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $126,000
Number of returns with real estate taxes 240
Real estate taxes amount $798,000
Number of returns with taxes paid 280
Taxes paid amount $2,007,000
Number of returns with mortgage interest paid 220
Mortgage interest paid amount $1,976,000
Number of returns with contributions 210
Contributions amount $602,000
Number of returns with taxable income 460
Taxable income amount $27,771,000
Number of returns with income tax before credits 460
Income tax before credits amount $4,135,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 190
Total tax credits amount $368,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $17,000
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $31,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 130
Child tax credit amount $226,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $86,000
Number of returns with self-employment tax 50
Self-employment tax amount $161,000
Number of returns with total tax payments 450
Total tax payments amount $4,547,000
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 $20,000
Number of returns with income tax 450
Income tax amount [10] $3,767,000
Number of returns with tax liability 450
Total tax liability amount [11] $3,946,000
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] $422,000
Number of returns with overpayments refunded 310
Overpayments refunded amount [13] $980,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $118,000

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

Number of returns 590
Number of single returns 70
Number of joint returns 510
Number of head of household returns 20
Number of returns with paid preparer's signature 370
Number of exemptions 1,620
Number of dependents 520
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] 50
Number of elderly returns [4] 190
Adjust gross income (AGI) [5] $78,852,000
Number of returns with total income 590
Salaries and wages amount $79,571,000
Number of returns with salaries and wages 500
Salaries and wages amount $56,766
Number of returns with taxable interest 410
Taxable interest amount $203
Number of returns with ordinary dividends 120
Ordinary dividends amount $532,000
Number of returns with qualified dividends 100
Qualified dividends amount [6] $402
Number of returns with state and local income tax refunds 260
State and local income tax refunds amount $425
Number of returns with business or professional net income (less loss) 90
Business or professional net income (less loss) amount $1,765,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $1,495,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $3,090,000
Number of returns with taxable pensions and annuities 220
Taxable pensions and annuities amount $11,617,000
Number of farm returns 40
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $280,000
Number of returns with taxable Social Security benefits 150
Taxable Social Security benefits amount $3,043,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $607,000
Number of returns with total statutory adjustments 170
Total statutory adjustments amount $719,000
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 30
Self-employment health insurance deduction amount $325,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 50
Student loan interest deduction amount $58,000
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 470
Total itemized deductions amount $11,856,000
Amount of AGI for itemized returns $63,930,000
Number of returns with State and local income taxes 440
State and local income taxes amount $3,096,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $149,000
Number of returns with real estate taxes 430
Real estate taxes amount $1,489,000
Number of returns with taxes paid 470
Taxes paid amount $4,989,000
Number of returns with mortgage interest paid 400
Mortgage interest paid amount $3,702,000
Number of returns with contributions 390
Contributions amount $1,444,000
Number of returns with taxable income 590
Taxable income amount $58,860,000
Number of returns with income tax before credits 590
Income tax before credits amount $10,000,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 240
Total tax credits amount $481,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $33,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $48,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 130
Child tax credit amount $180,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $187,000
Number of returns with self-employment tax 70
Self-employment tax amount $292,000
Number of returns with total tax payments 590
Total tax payments amount $10,500,000
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 $31,000
Number of returns with income tax 590
Income tax amount [10] $9,519,000
Number of returns with tax liability 590
Total tax liability amount [11] $9,904,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 210
Tax due at time of filing amount [12] $1,017,000
Number of returns with overpayments refunded 370
Overpayments refunded amount [13] $1,525,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

Adjusted Gross Income: $200,000 or more

Number of returns 90
Number of single returns 0
Number of joint returns 80
Number of head of household returns 0
Number of returns with paid preparer's signature 80
Number of exemptions 230
Number of dependents 60
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] 40
Adjust gross income (AGI) [5] $27,730,000
Number of returns with total income 90
Salaries and wages amount $28,115,000
Number of returns with salaries and wages 80
Salaries and wages amount $13,358
Number of returns with taxable interest 80
Taxable interest amount $261
Number of returns with ordinary dividends 40
Ordinary dividends amount $165,000
Number of returns with qualified dividends 30
Qualified dividends amount [6] $131
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $155
Number of returns with business or professional net income (less loss) 30
Business or professional net income (less loss) amount $2,420,000
Number of returns with net capital gain (less loss) 40
Net capital gain (less loss) amount $3,231,000
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 40
Taxable pensions and annuities amount $3,683,000
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 30
Taxable Social Security benefits amount $592,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $1,478,000
Number of returns with total statutory adjustments 30
Total statutory adjustments amount $385,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 90
Total itemized deductions amount $4,750,000
Amount of AGI for itemized returns $27,521,000
Number of returns with State and local income taxes 90
State and local income taxes amount $1,917,000
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 90
Real estate taxes amount $490,000
Number of returns with taxes paid 90
Taxes paid amount $2,451,000
Number of returns with mortgage interest paid 80
Mortgage interest paid amount $973,000
Number of returns with contributions 80
Contributions amount $620,000
Number of returns with taxable income 90
Taxable income amount $22,147,000
Number of returns with income tax before credits 90
Income tax before credits amount $5,223,000
Number of returns with alternative minimum tax 70
Alternative minimum tax amount $296,000
Number of returns with total tax credits 20
Total tax credits amount $30,000
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 $196,000
Number of returns with total tax payments 90
Total tax payments amount $4,592,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 90
Income tax amount [10] $5,172,000
Number of returns with tax liability 90
Total tax liability amount [11] $5,499,000
Number of returns with net investment income tax 30
Net investment income tax $111,000
Number of returns with tax due at time of filing 50
Tax due at time of filing amount [12] $1,348,000
Number of returns with overpayments refunded 30
Overpayments refunded amount [13] $294,000
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.