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ZIP Code Database - Facts & Stats

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ZIP Code 95662 Income Tax Stats

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

ZIP Code 95662 Data

Zip Code:95662
City:Orangevale
State:CA [California]
Counties: SACRAMENTO, CA
City Alias(es):Orangevale
Area Code:916
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


95662 Income Tax Overview

Total Number of Tax Returns for ZIP Code 95662 [1] 15,960
Total Number of Single Tax Returns for ZIP Code 95662 6,030
Total Number of Joint Tax Returns for ZIP Code 95662 6,550
Total Number of Dependents for ZIP Code 95662 8,510
Total Adjusted Gross Income for ZIP Code 95662 $1,152,327,000
Average Income per Person for ZIP Code 95662 $36,515
Average Income per Household for ZIP Code 95662 $72,201

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 4,500
Number of single returns 3,450
Number of joint returns 550
Number of head of household returns 440
Number of returns with paid preparer's signature 1,780
Number of exemptions 5,280
Number of dependents 1,080
Total number of volunteer prepared returns [5] 170
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 140
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 530
Number of elderly returns [4] 1,050
Adjust gross income (AGI) [5] $56,401,000
Number of returns with total income 4,500
Salaries and wages amount $57,581,000
Number of returns with salaries and wages 3,230
Salaries and wages amount $39,766
Number of returns with taxable interest 940
Taxable interest amount $375
Number of returns with ordinary dividends 430
Ordinary dividends amount $757,000
Number of returns with qualified dividends 390
Qualified dividends amount [6] $457
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $97
Number of returns with business or professional net income (less loss) 790
Business or professional net income (less loss) amount $6,547,000
Number of returns with net capital gain (less loss) 370
Net capital gain (less loss) amount $158,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $1,577,000
Number of returns with taxable pensions and annuities 700
Taxable pensions and annuities amount $7,207,000
Number of farm returns 0
Number of returns with unemployment compensation 200
Unemployment compensation amount [7] $805,000
Number of returns with taxable Social Security benefits 270
Taxable Social Security benefits amount $459,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $59,000
Number of returns with total statutory adjustments 840
Total statutory adjustments amount $1,180,000
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 100
Self-employment health insurance deduction amount $289,000
Number of returns with IRA payments 30
IRA payments amount $105,000
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $92,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $90,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 440
Total itemized deductions amount $7,530,000
Amount of AGI for itemized returns $6,109,000
Number of returns with State and local income taxes 110
State and local income taxes amount $223,000
Number of returns with State and local general sales tax 240
State and local general sales tax amount $176,000
Number of returns with real estate taxes 350
Real estate taxes amount $1,117,000
Number of returns with taxes paid 430
Taxes paid amount $1,634,000
Number of returns with mortgage interest paid 290
Mortgage interest paid amount $2,216,000
Number of returns with contributions 300
Contributions amount $521,000
Number of returns with taxable income 2,220
Taxable income amount $14,068,000
Number of returns with income tax before credits 2,200
Income tax before credits amount $1,500,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 480
Total tax credits amount $143,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $68,000
Number of returns with retirement savings contribution credit 200
Retirement savings contribution credit amount $40,000
Number of returns with child tax credit 80
Child tax credit amount $29,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 670
Self-employment tax amount $1,031,000
Number of returns with total tax payments 3,910
Total tax payments amount $6,939,000
Number of returns with earned income credit 1,200
Earned income credit amount [8] $2,252,000
Number of returns with excess earned income credit 960
Excess earned income credit (refundable) amount [9] $1,808,000
Number of returns with additional child tax credit 490
Additional child tax credit amount $551,000
Number of returns with refundable education credit 170
Refundable education credit amount $123,000
Number of returns with income tax 1,990
Income tax amount [10] $1,357,000
Number of returns with tax liability 2,510
Total tax liability amount [11] $2,456,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 630
Tax due at time of filing amount [12] $631,000
Number of returns with overpayments refunded 3,490
Overpayments refunded amount [13] $5,051,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $38,000

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

Number of returns 3,430
Number of single returns 2,030
Number of joint returns 800
Number of head of household returns 510
Number of returns with paid preparer's signature 1,530
Number of exemptions 5,790
Number of dependents 1,600
Total number of volunteer prepared returns [5] 100
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 70
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 470
Number of elderly returns [4] 890
Adjust gross income (AGI) [5] $125,687,000
Number of returns with total income 3,430
Salaries and wages amount $127,885,000
Number of returns with salaries and wages 2,710
Salaries and wages amount $92,653
Number of returns with taxable interest 1,030
Taxable interest amount $541
Number of returns with ordinary dividends 400
Ordinary dividends amount $980,000
Number of returns with qualified dividends 360
Qualified dividends amount [6] $663
Number of returns with state and local income tax refunds 290
State and local income tax refunds amount $234
Number of returns with business or professional net income (less loss) 530
Business or professional net income (less loss) amount $8,191,000
Number of returns with net capital gain (less loss) 380
Net capital gain (less loss) amount $739,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $2,895,000
Number of returns with taxable pensions and annuities 690
Taxable pensions and annuities amount $14,828,000
Number of farm returns 0
Number of returns with unemployment compensation 190
Unemployment compensation amount [7] $872,000
Number of returns with taxable Social Security benefits 630
Taxable Social Security benefits amount $4,375,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $362,000
Number of returns with total statutory adjustments 750
Total statutory adjustments amount $2,198,000
Number of returns with educator expenses 40
Educator expenses amount $9,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $309,000
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $543,000
Number of returns with IRA payments 70
IRA payments amount $288,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $214,000
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 800
Total itemized deductions amount $13,925,000
Amount of AGI for itemized returns $30,480,000
Number of returns with State and local income taxes 430
State and local income taxes amount $727,000
Number of returns with State and local general sales tax 330
State and local general sales tax amount $366,000
Number of returns with real estate taxes 650
Real estate taxes amount $2,111,000
Number of returns with taxes paid 800
Taxes paid amount $3,446,000
Number of returns with mortgage interest paid 550
Mortgage interest paid amount $4,457,000
Number of returns with contributions 630
Contributions amount $1,459,000
Number of returns with taxable income 3,280
Taxable income amount $67,251,000
Number of returns with income tax before credits 3,270
Income tax before credits amount $8,434,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,090
Total tax credits amount $883,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $58,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $154,000
Number of returns with retirement savings contribution credit 390
Retirement savings contribution credit amount $64,000
Number of returns with child tax credit 590
Child tax credit amount $574,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $27,000
Number of returns with self-employment tax 420
Self-employment tax amount $1,314,000
Number of returns with total tax payments 3,280
Total tax payments amount $13,157,000
Number of returns with earned income credit 580
Earned income credit amount [8] $1,132,000
Number of returns with excess earned income credit 420
Excess earned income credit (refundable) amount [9] $807,000
Number of returns with additional child tax credit 370
Additional child tax credit amount $507,000
Number of returns with refundable education credit 110
Refundable education credit amount $80,000
Number of returns with income tax 2,910
Income tax amount [10] $7,551,000
Number of returns with tax liability 3,060
Total tax liability amount [11] $9,007,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 770
Tax due at time of filing amount [12] $1,402,000
Number of returns with overpayments refunded 2,590
Overpayments refunded amount [13] $5,394,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $126,000

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

Number of returns 2,470
Number of single returns 1,040
Number of joint returns 1,030
Number of head of household returns 350
Number of returns with paid preparer's signature 1,250
Number of exemptions 5,030
Number of dependents 1,540
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] 250
Number of elderly returns [4] 790
Adjust gross income (AGI) [5] $152,616,000
Number of returns with total income 2,470
Salaries and wages amount $154,677,000
Number of returns with salaries and wages 1,920
Salaries and wages amount $106,858
Number of returns with taxable interest 1,230
Taxable interest amount $491
Number of returns with ordinary dividends 460
Ordinary dividends amount $1,589,000
Number of returns with qualified dividends 430
Qualified dividends amount [6] $1,014
Number of returns with state and local income tax refunds 590
State and local income tax refunds amount $547
Number of returns with business or professional net income (less loss) 450
Business or professional net income (less loss) amount $7,178,000
Number of returns with net capital gain (less loss) 400
Net capital gain (less loss) amount $1,585,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $3,628,000
Number of returns with taxable pensions and annuities 650
Taxable pensions and annuities amount $21,792,000
Number of farm returns 30
Number of returns with unemployment compensation 150
Unemployment compensation amount [7] $728,000
Number of returns with taxable Social Security benefits 590
Taxable Social Security benefits amount $8,651,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $1,282,000
Number of returns with total statutory adjustments 660
Total statutory adjustments amount $2,061,000
Number of returns with educator expenses 60
Educator expenses amount $15,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $487,000
Number of returns with IRA payments 70
IRA payments amount $322,000
Number of returns with student loan interest deduction 240
Student loan interest deduction amount $216,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $48,000
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $125,000
Number of returns with itemized deductions 1,170
Total itemized deductions amount $21,799,000
Amount of AGI for itemized returns $73,055,000
Number of returns with State and local income taxes 880
State and local income taxes amount $2,452,000
Number of returns with State and local general sales tax 240
State and local general sales tax amount $381,000
Number of returns with real estate taxes 1,020
Real estate taxes amount $3,479,000
Number of returns with taxes paid 1,170
Taxes paid amount $6,734,000
Number of returns with mortgage interest paid 930
Mortgage interest paid amount $7,703,000
Number of returns with contributions 930
Contributions amount $2,413,000
Number of returns with taxable income 2,450
Taxable income amount $97,785,000
Number of returns with income tax before credits 2,440
Income tax before credits amount $13,856,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 950
Total tax credits amount $1,285,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $73,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $141,000
Number of returns with retirement savings contribution credit 150
Retirement savings contribution credit amount $24,000
Number of returns with child tax credit 640
Child tax credit amount $956,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $43,000
Number of returns with self-employment tax 310
Self-employment tax amount $1,150,000
Number of returns with total tax payments 2,410
Total tax payments amount $16,328,000
Number of returns with earned income credit 20
Earned income credit amount [8] $8,000
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 90
Additional child tax credit amount $134,000
Number of returns with refundable education credit 100
Refundable education credit amount $77,000
Number of returns with income tax 2,340
Income tax amount [10] $12,571,000
Number of returns with tax liability 2,380
Total tax liability amount [11] $13,804,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 720
Tax due at time of filing amount [12] $1,913,000
Number of returns with overpayments refunded 1,710
Overpayments refunded amount [13] $4,312,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $83,000

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

Number of returns 1,830
Number of single returns 530
Number of joint returns 1,100
Number of head of household returns 180
Number of returns with paid preparer's signature 980
Number of exemptions 4,190
Number of dependents 1,260
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] 150
Number of elderly returns [4] 640
Adjust gross income (AGI) [5] $158,570,000
Number of returns with total income 1,830
Salaries and wages amount $160,588,000
Number of returns with salaries and wages 1,470
Salaries and wages amount $110,356
Number of returns with taxable interest 1,140
Taxable interest amount $701
Number of returns with ordinary dividends 460
Ordinary dividends amount $1,453,000
Number of returns with qualified dividends 420
Qualified dividends amount [6] $896
Number of returns with state and local income tax refunds 720
State and local income tax refunds amount $994
Number of returns with business or professional net income (less loss) 340
Business or professional net income (less loss) amount $5,782,000
Number of returns with net capital gain (less loss) 410
Net capital gain (less loss) amount $1,782,000
Number of returns with taxable individual retirement arrangements distributions 280
Taxable individual retirement arrangements distributions amount $4,959,000
Number of returns with taxable pensions and annuities 550
Taxable pensions and annuities amount $21,952,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $601,000
Number of returns with taxable Social Security benefits 480
Taxable Social Security benefits amount $9,301,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $2,112,000
Number of returns with total statutory adjustments 490
Total statutory adjustments amount $2,018,000
Number of returns with educator expenses 80
Educator expenses amount $21,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $494,000
Number of returns with IRA payments 60
IRA payments amount $346,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $143,000
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 1,180
Total itemized deductions amount $25,184,000
Amount of AGI for itemized returns $102,551,000
Number of returns with State and local income taxes 1,020
State and local income taxes amount $4,243,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $302,000
Number of returns with real estate taxes 1,060
Real estate taxes amount $3,844,000
Number of returns with taxes paid 1,180
Taxes paid amount $8,905,000
Number of returns with mortgage interest paid 960
Mortgage interest paid amount $8,777,000
Number of returns with contributions 980
Contributions amount $3,068,000
Number of returns with taxable income 1,820
Taxable income amount $108,933,000
Number of returns with income tax before credits 1,820
Income tax before credits amount $16,464,000
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 $1,158,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $40,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $80,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $119,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 510
Child tax credit amount $832,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $58,000
Number of returns with self-employment tax 240
Self-employment tax amount $960,000
Number of returns with total tax payments 1,810
Total tax payments amount $18,534,000
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 20
Additional child tax credit amount $29,000
Number of returns with refundable education credit 80
Refundable education credit amount $56,000
Number of returns with income tax 1,800
Income tax amount [10] $15,306,000
Number of returns with tax liability 1,810
Total tax liability amount [11] $16,364,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 560
Tax due at time of filing amount [12] $1,706,000
Number of returns with overpayments refunded 1,220
Overpayments refunded amount [13] $3,703,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $137,000

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

Number of returns 3,060
Number of single returns 430
Number of joint returns 2,480
Number of head of household returns 140
Number of returns with paid preparer's signature 1,750
Number of exemptions 8,020
Number of dependents 2,480
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] 180
Number of elderly returns [4] 990
Adjust gross income (AGI) [5] $415,235,000
Number of returns with total income 3,060
Salaries and wages amount $419,764,000
Number of returns with salaries and wages 2,590
Salaries and wages amount $299,762
Number of returns with taxable interest 2,320
Taxable interest amount $1,549
Number of returns with ordinary dividends 1,010
Ordinary dividends amount $3,788,000
Number of returns with qualified dividends 940
Qualified dividends amount [6] $2,722
Number of returns with state and local income tax refunds 1,480
State and local income tax refunds amount $2,577
Number of returns with business or professional net income (less loss) 580
Business or professional net income (less loss) amount $13,181,000
Number of returns with net capital gain (less loss) 930
Net capital gain (less loss) amount $8,556,000
Number of returns with taxable individual retirement arrangements distributions 520
Taxable individual retirement arrangements distributions amount $12,525,000
Number of returns with taxable pensions and annuities 940
Taxable pensions and annuities amount $50,869,000
Number of farm returns 0
Number of returns with unemployment compensation 200
Unemployment compensation amount [7] $998,000
Number of returns with taxable Social Security benefits 710
Taxable Social Security benefits amount $16,057,000
Number of returns with partnership/S-corp net income (less loss) 250
Partnership/S-corp net income (less loss) amount $6,961,000
Number of returns with total statutory adjustments 970
Total statutory adjustments amount $4,529,000
Number of returns with educator expenses 140
Educator expenses amount $38,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $567,000
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $1,042,000
Number of returns with IRA payments 130
IRA payments amount $831,000
Number of returns with student loan interest deduction 270
Student loan interest deduction amount $277,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $68,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,580
Total itemized deductions amount $69,069,000
Amount of AGI for itemized returns $355,581,000
Number of returns with State and local income taxes 2,410
State and local income taxes amount $18,284,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $468,000
Number of returns with real estate taxes 2,400
Real estate taxes amount $10,263,000
Number of returns with taxes paid 2,580
Taxes paid amount $30,293,000
Number of returns with mortgage interest paid 2,200
Mortgage interest paid amount $21,694,000
Number of returns with contributions 2,280
Contributions amount $8,574,000
Number of returns with taxable income 3,050
Taxable income amount $307,704,000
Number of returns with income tax before credits 3,050
Income tax before credits amount $52,953,000
Number of returns with alternative minimum tax 80
Alternative minimum tax amount $162,000
Number of returns with total tax credits 1,150
Total tax credits amount $1,561,000
Number of returns with foreign tax credit 280
Foreign tax credit amount $27,000
Number of returns with child and dependent care credit 270
Child and dependent care credit amount $167,000
Number of returns with nonrefundable education credit 230
Nonrefundable education credit amount $272,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 560
Child tax credit amount $764,000
Number of returns with residential energy tax credit 100
Residential energy tax credit amount $261,000
Number of returns with self-employment tax 410
Self-employment tax amount $2,004,000
Number of returns with total tax payments 3,030
Total tax payments amount $56,075,000
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 210
Refundable education credit amount $172,000
Number of returns with income tax 3,040
Income tax amount [10] $51,392,000
Number of returns with tax liability 3,050
Total tax liability amount [11] $53,705,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,160
Tax due at time of filing amount [12] $5,623,000
Number of returns with overpayments refunded 1,800
Overpayments refunded amount [13] $7,369,000
Number of returns with credit to next year’s estimated tax 110
Credited to next year’s estimated tax amount $573,000

Adjusted Gross Income: $200,000 or more

Number of returns 670
Number of single returns 70
Number of joint returns 590
Number of head of household returns 0
Number of returns with paid preparer's signature 490
Number of exemptions 1,810
Number of dependents 550
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] 270
Adjust gross income (AGI) [5] $243,818,000
Number of returns with total income 670
Salaries and wages amount $247,821,000
Number of returns with salaries and wages 560
Salaries and wages amount $118,140
Number of returns with taxable interest 580
Taxable interest amount $2,691
Number of returns with ordinary dividends 340
Ordinary dividends amount $4,129,000
Number of returns with qualified dividends 320
Qualified dividends amount [6] $3,144
Number of returns with state and local income tax refunds 270
State and local income tax refunds amount $1,560
Number of returns with business or professional net income (less loss) 140
Business or professional net income (less loss) amount $10,623,000
Number of returns with net capital gain (less loss) 370
Net capital gain (less loss) amount $48,811,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $6,390,000
Number of returns with taxable pensions and annuities 220
Taxable pensions and annuities amount $15,410,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $157,000
Number of returns with taxable Social Security benefits 150
Taxable Social Security benefits amount $3,678,000
Number of returns with partnership/S-corp net income (less loss) 190
Partnership/S-corp net income (less loss) amount $27,834,000
Number of returns with total statutory adjustments 210
Total statutory adjustments amount $4,003,000
Number of returns with educator expenses 20
Educator expenses amount $5,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $837,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $961,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $1,028,000
Number of returns with itemized deductions 660
Total itemized deductions amount $37,801,000
Amount of AGI for itemized returns $237,734,000
Number of returns with State and local income taxes 630
State and local income taxes amount $17,902,000
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 630
Real estate taxes amount $4,349,000
Number of returns with taxes paid 660
Taxes paid amount $22,757,000
Number of returns with mortgage interest paid 550
Mortgage interest paid amount $7,038,000
Number of returns with contributions 590
Contributions amount $5,468,000
Number of returns with taxable income 670
Taxable income amount $199,897,000
Number of returns with income tax before credits 670
Income tax before credits amount $47,922,000
Number of returns with alternative minimum tax 390
Alternative minimum tax amount $2,442,000
Number of returns with total tax credits 200
Total tax credits amount $479,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $40,000
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 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 120
Self-employment tax amount $1,115,000
Number of returns with total tax payments 670
Total tax payments amount $43,604,000
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 670
Income tax amount [10] $47,443,000
Number of returns with tax liability 670
Total tax liability amount [11] $49,778,000
Number of returns with net investment income tax 350
Net investment income tax $793,000
Number of returns with tax due at time of filing 380
Tax due at time of filing amount [12] $9,752,000
Number of returns with overpayments refunded 230
Overpayments refunded amount [13] $1,947,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $1,548,000

[1] The use of prior-year returns as a proxy for returns that are filed beyond the current processing year is consistent with SOI’s national, state, county, and ZIP code tabulations. A description of SOI’s sample, which is used as an input for the geographic data, and the use of prior-year returns, can be found at https://www.irs.gov/statistics/soi-tax-stats-individual-income-tax-returns-publication-1304-complete-report#_sec2.

[2] For complete individual income tax tabulations at the State level, see the historic table posted to Tax Stats at http://www.irs.gov/uac/SOI-Tax-Stats---Historic-Table-2.

[3] The "Number of volunteer prepared returns" shows counts of returns prepared by IRS-certified volunteers for taxpayers with limited income, persons with disabilities, limited English speaking taxpayers, current and former members of the military, and taxpayers who are 60 years of age and older.

[4] Includes primary taxpayers 60 years of age and older.

[5] Does not include returns with adjusted gross deficit.

[6] “Qualified dividends” are ordinary dividends received in tax years beginning after 2002 that meet certain conditions and receive preferential tax rates.

[7] Includes the Alaskan permanent fund, reported by residents of Alaska on Forms 1040A and 1040EZ's. 
This fund only applies to statistics in the totals, and the state of Alaska.

[8] Earned income credit includes both the refundable and non-refundable portions. The non-refundable portion could reduce income tax and certain related taxes to zero. The earned income credit amounts in excess of total tax liability, or amounts when there was no tax liability at all, were refundable. See footnote 9 below for explanation of the refundable portion of the earned income credit.

[9] The refundable portion of the earned income credit equals total income tax minus the earned income credit. If the result is negative, this amount is considered the refundable portion. No other refundable credits were taken into account for this calculation.

[10] Income tax reflects the amount reported on Form 1040 line 56. It also includes data from Form 1040A and 1040EZ filers.

[11] “Total tax liability” differs from “Income tax”, in that “Total tax liability” includes the taxes from recapture of certain prior-year credits, tax applicable to individual retirement arrangements (IRA's), social security taxes on self-employment income and on certain tip income, advanced earned income payments, household employment taxes, and certain other taxes listed in the Form 1040 instructions.

[12] Reflects payments to or withholdings made to "Total tax liability". This is the amount the tax filer owes when the income tax return is filed.

[13] The amount of overpayments the tax filer requested to have refunded.