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ZIP Code Database - Facts & Stats

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ZIP Code 95765 Income Tax Stats

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

ZIP Code 95765 Data

Zip Code:95765
City:Rocklin
State:CA [California]
Counties: PLACER, CA
City Alias(es):Rocklin
Area Code:916
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


95765 Income Tax Overview

Total Number of Tax Returns for ZIP Code 95765 [1] 17,260
Total Number of Single Tax Returns for ZIP Code 95765 6,830
Total Number of Joint Tax Returns for ZIP Code 95765 8,620
Total Number of Dependents for ZIP Code 95765 14,040
Total Adjusted Gross Income for ZIP Code 95765 $1,738,195,000
Average Income per Person for ZIP Code 95765 $51,163
Average Income per Household for ZIP Code 95765 $100,707

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 4,360
Number of single returns 3,610
Number of joint returns 440
Number of head of household returns 250
Number of returns with paid preparer's signature 1,610
Number of exemptions 3,980
Number of dependents 780
Total number of volunteer prepared returns [5] 150
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 120
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 360
Number of elderly returns [4] 790
Adjust gross income (AGI) [5] $48,307,000
Number of returns with total income 4,360
Salaries and wages amount $49,400,000
Number of returns with salaries and wages 3,360
Salaries and wages amount $35,901
Number of returns with taxable interest 790
Taxable interest amount $430
Number of returns with ordinary dividends 510
Ordinary dividends amount $811,000
Number of returns with qualified dividends 460
Qualified dividends amount [6] $462
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $52
Number of returns with business or professional net income (less loss) 620
Business or professional net income (less loss) amount $4,727,000
Number of returns with net capital gain (less loss) 480
Net capital gain (less loss) amount $411,000
Number of returns with taxable individual retirement arrangements distributions 250
Taxable individual retirement arrangements distributions amount $1,630,000
Number of returns with taxable pensions and annuities 490
Taxable pensions and annuities amount $4,397,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $522,000
Number of returns with taxable Social Security benefits 210
Taxable Social Security benefits amount $415,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $26,000
Number of returns with total statutory adjustments 700
Total statutory adjustments amount $1,093,000
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 60
Self-employment health insurance deduction amount $257,000
Number of returns with IRA payments 20
IRA payments amount $86,000
Number of returns with student loan interest deduction 140
Student loan interest deduction amount $125,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $120,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 370
Total itemized deductions amount $6,932,000
Amount of AGI for itemized returns $5,180,000
Number of returns with State and local income taxes 90
State and local income taxes amount $266,000
Number of returns with State and local general sales tax 210
State and local general sales tax amount $152,000
Number of returns with real estate taxes 270
Real estate taxes amount $1,423,000
Number of returns with taxes paid 350
Taxes paid amount $1,908,000
Number of returns with mortgage interest paid 210
Mortgage interest paid amount $1,910,000
Number of returns with contributions 230
Contributions amount $425,000
Number of returns with taxable income 2,100
Taxable income amount $12,546,000
Number of returns with income tax before credits 2,040
Income tax before credits amount $1,331,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 410
Total tax credits amount $139,000
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 190
Nonrefundable education credit amount $88,000
Number of returns with retirement savings contribution credit 140
Retirement savings contribution credit amount $26,000
Number of returns with child tax credit 40
Child tax credit amount $17,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 520
Self-employment tax amount $767,000
Number of returns with total tax payments 3,760
Total tax payments amount $5,498,000
Number of returns with earned income credit 790
Earned income credit amount [8] $1,541,000
Number of returns with excess earned income credit 630
Excess earned income credit (refundable) amount [9] $1,183,000
Number of returns with additional child tax credit 320
Additional child tax credit amount $374,000
Number of returns with refundable education credit 230
Refundable education credit amount $166,000
Number of returns with income tax 1,820
Income tax amount [10] $1,191,000
Number of returns with tax liability 2,250
Total tax liability amount [11] $2,012,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 550
Tax due at time of filing amount [12] $419,000
Number of returns with overpayments refunded 3,410
Overpayments refunded amount [13] $3,843,000
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 2,430
Number of single returns 1,400
Number of joint returns 590
Number of head of household returns 360
Number of returns with paid preparer's signature 1,090
Number of exemptions 4,180
Number of dependents 1,200
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
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] 310
Number of elderly returns [4] 540
Adjust gross income (AGI) [5] $88,975,000
Number of returns with total income 2,430
Salaries and wages amount $90,878,000
Number of returns with salaries and wages 1,910
Salaries and wages amount $64,416
Number of returns with taxable interest 640
Taxable interest amount $676
Number of returns with ordinary dividends 330
Ordinary dividends amount $1,049,000
Number of returns with qualified dividends 310
Qualified dividends amount [6] $622
Number of returns with state and local income tax refunds 170
State and local income tax refunds amount $167
Number of returns with business or professional net income (less loss) 440
Business or professional net income (less loss) amount $6,837,000
Number of returns with net capital gain (less loss) 340
Net capital gain (less loss) amount $700,000
Number of returns with taxable individual retirement arrangements distributions 250
Taxable individual retirement arrangements distributions amount $2,824,000
Number of returns with taxable pensions and annuities 440
Taxable pensions and annuities amount $7,922,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $590,000
Number of returns with taxable Social Security benefits 440
Taxable Social Security benefits amount $3,203,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,172,000
Number of returns with total statutory adjustments 690
Total statutory adjustments amount $1,903,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $519,000
Number of returns with IRA payments 40
IRA payments amount $169,000
Number of returns with student loan interest deduction 250
Student loan interest deduction amount $248,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 590
Total itemized deductions amount $11,069,000
Amount of AGI for itemized returns $22,514,000
Number of returns with State and local income taxes 260
State and local income taxes amount $495,000
Number of returns with State and local general sales tax 300
State and local general sales tax amount $316,000
Number of returns with real estate taxes 480
Real estate taxes amount $2,336,000
Number of returns with taxes paid 580
Taxes paid amount $3,308,000
Number of returns with mortgage interest paid 380
Mortgage interest paid amount $3,216,000
Number of returns with contributions 470
Contributions amount $1,056,000
Number of returns with taxable income 2,290
Taxable income amount $46,758,000
Number of returns with income tax before credits 2,280
Income tax before credits amount $5,890,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 850
Total tax credits amount $705,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $40,000
Number of returns with nonrefundable education credit 210
Nonrefundable education credit amount $182,000
Number of returns with retirement savings contribution credit 260
Retirement savings contribution credit amount $44,000
Number of returns with child tax credit 430
Child tax credit amount $406,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $23,000
Number of returns with self-employment tax 360
Self-employment tax amount $1,201,000
Number of returns with total tax payments 2,290
Total tax payments amount $9,509,000
Number of returns with earned income credit 470
Earned income credit amount [8] $966,000
Number of returns with excess earned income credit 330
Excess earned income credit (refundable) amount [9] $663,000
Number of returns with additional child tax credit 330
Additional child tax credit amount $442,000
Number of returns with refundable education credit 140
Refundable education credit amount $111,000
Number of returns with income tax 1,970
Income tax amount [10] $5,185,000
Number of returns with tax liability 2,130
Total tax liability amount [11] $6,486,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 570
Tax due at time of filing amount [12] $1,169,000
Number of returns with overpayments refunded 1,790
Overpayments refunded amount [13] $4,006,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $162,000

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

Number of returns 1,900
Number of single returns 810
Number of joint returns 760
Number of head of household returns 280
Number of returns with paid preparer's signature 950
Number of exemptions 3,970
Number of dependents 1,320
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 180
Number of elderly returns [4] 500
Adjust gross income (AGI) [5] $118,579,000
Number of returns with total income 1,900
Salaries and wages amount $120,454,000
Number of returns with salaries and wages 1,500
Salaries and wages amount $86,546
Number of returns with taxable interest 850
Taxable interest amount $576
Number of returns with ordinary dividends 420
Ordinary dividends amount $1,583,000
Number of returns with qualified dividends 370
Qualified dividends amount [6] $1,056
Number of returns with state and local income tax refunds 440
State and local income tax refunds amount $483
Number of returns with business or professional net income (less loss) 340
Business or professional net income (less loss) amount $5,549,000
Number of returns with net capital gain (less loss) 370
Net capital gain (less loss) amount $1,216,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $4,677,000
Number of returns with taxable pensions and annuities 450
Taxable pensions and annuities amount $12,020,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $538,000
Number of returns with taxable Social Security benefits 400
Taxable Social Security benefits amount $6,325,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $253,000
Number of returns with total statutory adjustments 580
Total statutory adjustments amount $1,875,000
Number of returns with educator expenses 60
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $336,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $375,000
Number of returns with IRA payments 40
IRA payments amount $212,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $259,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $45,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 870
Total itemized deductions amount $18,448,000
Amount of AGI for itemized returns $54,666,000
Number of returns with State and local income taxes 630
State and local income taxes amount $1,837,000
Number of returns with State and local general sales tax 220
State and local general sales tax amount $318,000
Number of returns with real estate taxes 740
Real estate taxes amount $4,034,000
Number of returns with taxes paid 860
Taxes paid amount $6,433,000
Number of returns with mortgage interest paid 640
Mortgage interest paid amount $6,034,000
Number of returns with contributions 730
Contributions amount $1,846,000
Number of returns with taxable income 1,890
Taxable income amount $74,848,000
Number of returns with income tax before credits 1,880
Income tax before credits amount $10,660,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 820
Total tax credits amount $1,150,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $15,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $54,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $153,000
Number of returns with retirement savings contribution credit 90
Retirement savings contribution credit amount $18,000
Number of returns with child tax credit 530
Child tax credit amount $797,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $99,000
Number of returns with self-employment tax 230
Self-employment tax amount $964,000
Number of returns with total tax payments 1,830
Total tax payments amount $12,486,000
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 100
Additional child tax credit amount $146,000
Number of returns with refundable education credit 110
Refundable education credit amount $83,000
Number of returns with income tax 1,770
Income tax amount [10] $9,510,000
Number of returns with tax liability 1,810
Total tax liability amount [11] $10,570,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 590
Tax due at time of filing amount [12] $1,711,000
Number of returns with overpayments refunded 1,280
Overpayments refunded amount [13] $3,440,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $85,000

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

Number of returns 1,850
Number of single returns 490
Number of joint returns 1,120
Number of head of household returns 200
Number of returns with paid preparer's signature 950
Number of exemptions 4,590
Number of dependents 1,630
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] 130
Number of elderly returns [4] 560
Adjust gross income (AGI) [5] $160,925,000
Number of returns with total income 1,850
Salaries and wages amount $162,958,000
Number of returns with salaries and wages 1,490
Salaries and wages amount $116,575
Number of returns with taxable interest 1,090
Taxable interest amount $718
Number of returns with ordinary dividends 530
Ordinary dividends amount $2,148,000
Number of returns with qualified dividends 490
Qualified dividends amount [6] $1,453
Number of returns with state and local income tax refunds 710
State and local income tax refunds amount $1,041
Number of returns with business or professional net income (less loss) 330
Business or professional net income (less loss) amount $4,699,000
Number of returns with net capital gain (less loss) 490
Net capital gain (less loss) amount $1,979,000
Number of returns with taxable individual retirement arrangements distributions 330
Taxable individual retirement arrangements distributions amount $6,286,000
Number of returns with taxable pensions and annuities 480
Taxable pensions and annuities amount $17,610,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $556,000
Number of returns with taxable Social Security benefits 440
Taxable Social Security benefits amount $8,842,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $1,937,000
Number of returns with total statutory adjustments 520
Total statutory adjustments amount $2,033,000
Number of returns with educator expenses 90
Educator expenses amount $23,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $467,000
Number of returns with IRA payments 60
IRA payments amount $281,000
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $186,000
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 1,260
Total itemized deductions amount $30,025,000
Amount of AGI for itemized returns $109,955,000
Number of returns with State and local income taxes 1,050
State and local income taxes amount $4,378,000
Number of returns with State and local general sales tax 180
State and local general sales tax amount $362,000
Number of returns with real estate taxes 1,100
Real estate taxes amount $6,151,000
Number of returns with taxes paid 1,260
Taxes paid amount $11,321,000
Number of returns with mortgage interest paid 980
Mortgage interest paid amount $9,977,000
Number of returns with contributions 1,070
Contributions amount $3,117,000
Number of returns with taxable income 1,830
Taxable income amount $105,785,000
Number of returns with income tax before credits 1,830
Income tax before credits amount $15,889,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 900
Total tax credits amount $1,617,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $23,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $65,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $176,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 640
Child tax credit amount $1,054,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $264,000
Number of returns with self-employment tax 220
Self-employment tax amount $833,000
Number of returns with total tax payments 1,820
Total tax payments amount $18,126,000
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 40
Additional child tax credit amount $56,000
Number of returns with refundable education credit 120
Refundable education credit amount $95,000
Number of returns with income tax 1,780
Income tax amount [10] $14,272,000
Number of returns with tax liability 1,790
Total tax liability amount [11] $15,204,000
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] $1,738,000
Number of returns with overpayments refunded 1,220
Overpayments refunded amount [13] $4,414,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $207,000

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

Number of returns 4,670
Number of single returns 500
Number of joint returns 3,820
Number of head of household returns 300
Number of returns with paid preparer's signature 2,540
Number of exemptions 14,500
Number of dependents 6,010
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] 270
Number of elderly returns [4] 950
Adjust gross income (AGI) [5] $661,294,000
Number of returns with total income 4,670
Salaries and wages amount $668,950,000
Number of returns with salaries and wages 4,220
Salaries and wages amount $538,410
Number of returns with taxable interest 3,300
Taxable interest amount $2,091
Number of returns with ordinary dividends 1,590
Ordinary dividends amount $5,269,000
Number of returns with qualified dividends 1,490
Qualified dividends amount [6] $3,847
Number of returns with state and local income tax refunds 2,460
State and local income tax refunds amount $4,959
Number of returns with business or professional net income (less loss) 940
Business or professional net income (less loss) amount $15,533,000
Number of returns with net capital gain (less loss) 1,510
Net capital gain (less loss) amount $10,929,000
Number of returns with taxable individual retirement arrangements distributions 560
Taxable individual retirement arrangements distributions amount $15,858,000
Number of returns with taxable pensions and annuities 1,000
Taxable pensions and annuities amount $45,642,000
Number of farm returns 0
Number of returns with unemployment compensation 280
Unemployment compensation amount [7] $1,500,000
Number of returns with taxable Social Security benefits 650
Taxable Social Security benefits amount $14,217,000
Number of returns with partnership/S-corp net income (less loss) 420
Partnership/S-corp net income (less loss) amount $11,610,000
Number of returns with total statutory adjustments 1,650
Total statutory adjustments amount $7,656,000
Number of returns with educator expenses 290
Educator expenses amount $79,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $802,000
Number of returns with self-employment health insurance deduction 180
Self-employment health insurance deduction amount $1,640,000
Number of returns with IRA payments 190
IRA payments amount $985,000
Number of returns with student loan interest deduction 430
Student loan interest deduction amount $494,000
Number of returns with tuition and fees deduction 80
Tuition and fees deduction amount $138,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $93,000
Number of returns with itemized deductions 4,110
Total itemized deductions amount $125,607,000
Amount of AGI for itemized returns $590,574,000
Number of returns with State and local income taxes 3,940
State and local income taxes amount $31,595,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $455,000
Number of returns with real estate taxes 3,740
Real estate taxes amount $24,251,000
Number of returns with taxes paid 4,110
Taxes paid amount $58,161,000
Number of returns with mortgage interest paid 3,520
Mortgage interest paid amount $41,481,000
Number of returns with contributions 3,600
Contributions amount $13,415,000
Number of returns with taxable income 4,670
Taxable income amount $470,037,000
Number of returns with income tax before credits 4,660
Income tax before credits amount $81,158,000
Number of returns with alternative minimum tax 250
Alternative minimum tax amount $475,000
Number of returns with total tax credits 2,370
Total tax credits amount $4,487,000
Number of returns with foreign tax credit 470
Foreign tax credit amount $89,000
Number of returns with child and dependent care credit 540
Child and dependent care credit amount $326,000
Number of returns with nonrefundable education credit 480
Nonrefundable education credit amount $637,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,190
Child tax credit amount $1,491,000
Number of returns with residential energy tax credit 340
Residential energy tax credit amount $1,723,000
Number of returns with self-employment tax 630
Self-employment tax amount $2,635,000
Number of returns with total tax payments 4,630
Total tax payments amount $88,057,000
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 440
Refundable education credit amount $395,000
Number of returns with income tax 4,620
Income tax amount [10] $76,671,000
Number of returns with tax liability 4,640
Total tax liability amount [11] $79,705,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,560
Tax due at time of filing amount [12] $7,303,000
Number of returns with overpayments refunded 3,010
Overpayments refunded amount [13] $14,908,000
Number of returns with credit to next year’s estimated tax 130
Credited to next year’s estimated tax amount $606,000

Adjusted Gross Income: $200,000 or more

Number of returns 2,050
Number of single returns 100
Number of joint returns 1,890
Number of head of household returns 60
Number of returns with paid preparer's signature 1,370
Number of exemptions 7,030
Number of dependents 3,100
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] 60
Number of elderly returns [4] 300
Adjust gross income (AGI) [5] $660,115,000
Number of returns with total income 2,050
Salaries and wages amount $671,690,000
Number of returns with salaries and wages 1,920
Salaries and wages amount $480,778
Number of returns with taxable interest 1,700
Taxable interest amount $2,175
Number of returns with ordinary dividends 1,040
Ordinary dividends amount $7,826,000
Number of returns with qualified dividends 990
Qualified dividends amount [6] $5,738
Number of returns with state and local income tax refunds 940
State and local income tax refunds amount $3,275
Number of returns with business or professional net income (less loss) 470
Business or professional net income (less loss) amount $22,976,000
Number of returns with net capital gain (less loss) 1,050
Net capital gain (less loss) amount $41,746,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $8,872,000
Number of returns with taxable pensions and annuities 370
Taxable pensions and annuities amount $20,154,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $540,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $4,063,000
Number of returns with partnership/S-corp net income (less loss) 430
Partnership/S-corp net income (less loss) amount $64,109,000
Number of returns with total statutory adjustments 630
Total statutory adjustments amount $11,575,000
Number of returns with educator expenses 70
Educator expenses amount $19,000
Number of returns with self-employment retirement plans 100
Self-employment retirement plans amount $3,542,000
Number of returns with self-employment health insurance deduction 180
Self-employment health insurance deduction amount $2,296,000
Number of returns with IRA payments 30
IRA payments amount $309,000
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $1,639,000
Number of returns with itemized deductions 2,020
Total itemized deductions amount $114,941,000
Amount of AGI for itemized returns $652,559,000
Number of returns with State and local income taxes 1,990
State and local income taxes amount $52,453,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $106,000
Number of returns with real estate taxes 1,900
Real estate taxes amount $16,133,000
Number of returns with taxes paid 2,020
Taxes paid amount $69,764,000
Number of returns with mortgage interest paid 1,780
Mortgage interest paid amount $26,727,000
Number of returns with contributions 1,860
Contributions amount $12,761,000
Number of returns with taxable income 2,050
Taxable income amount $521,672,000
Number of returns with income tax before credits 2,050
Income tax before credits amount $132,281,000
Number of returns with alternative minimum tax 1,460
Alternative minimum tax amount $9,003,000
Number of returns with total tax credits 770
Total tax credits amount $2,420,000
Number of returns with foreign tax credit 390
Foreign tax credit amount $157,000
Number of returns with child and dependent care credit 260
Child and dependent care credit amount $160,000
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 190
Residential energy tax credit amount $1,234,000
Number of returns with self-employment tax 360
Self-employment tax amount $3,071,000
Number of returns with total tax payments 2,040
Total tax payments amount $127,013,000
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 2,050
Income tax amount [10] $129,861,000
Number of returns with tax liability 2,050
Total tax liability amount [11] $135,844,000
Number of returns with net investment income tax 950
Net investment income tax $1,197,000
Number of returns with tax due at time of filing 1,050
Tax due at time of filing amount [12] $19,140,000
Number of returns with overpayments refunded 870
Overpayments refunded amount [13] $6,280,000
Number of returns with credit to next year’s estimated tax 140
Credited to next year’s estimated tax amount $3,781,000

[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.