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ZIP Code Database - Facts & Stats

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ZIP Code 95834 Income Tax Stats

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

ZIP Code 95834 Data

Zip Code:95834
City:Sacramento
State:CA [California]
Counties: SACRAMENTO, CA
City Alias(es):Sacramento
Area Code:916
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


95834 Income Tax Overview

Total Number of Tax Returns for ZIP Code 95834 [1] 14,190
Total Number of Single Tax Returns for ZIP Code 95834 4,490
Total Number of Joint Tax Returns for ZIP Code 95834 4,680
Total Number of Dependents for ZIP Code 95834 10,890
Total Adjusted Gross Income for ZIP Code 95834 $865,225,000
Average Income per Person for ZIP Code 95834 $33,408
Average Income per Household for ZIP Code 95834 $60,974

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 4,370
Number of single returns 2,910
Number of joint returns 570
Number of head of household returns 840
Number of returns with paid preparer's signature 2,010
Number of exemptions 6,680
Number of dependents 2,330
Total number of volunteer prepared returns [5] 160
Number of volunteer income tax assistance (VITA) prepared returns [3] 110
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 50
Number of refund anticipation check returns [3] 720
Number of elderly returns [4] 590
Adjust gross income (AGI) [5] $57,453,000
Number of returns with total income 4,370
Salaries and wages amount $58,519,000
Number of returns with salaries and wages 3,520
Salaries and wages amount $46,239
Number of returns with taxable interest 460
Taxable interest amount $139
Number of returns with ordinary dividends 150
Ordinary dividends amount $277,000
Number of returns with qualified dividends 130
Qualified dividends amount [6] $170
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $51
Number of returns with business or professional net income (less loss) 910
Business or professional net income (less loss) amount $7,086,000
Number of returns with net capital gain (less loss) 150
Net capital gain (less loss) amount $106,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $770,000
Number of returns with taxable pensions and annuities 340
Taxable pensions and annuities amount $3,398,000
Number of farm returns 0
Number of returns with unemployment compensation 230
Unemployment compensation amount [7] $911,000
Number of returns with taxable Social Security benefits 120
Taxable Social Security benefits amount $228,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $100,000
Number of returns with total statutory adjustments 970
Total statutory adjustments amount $1,066,000
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 $93,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $128,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $103,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 250
Total itemized deductions amount $4,077,000
Amount of AGI for itemized returns $3,875,000
Number of returns with State and local income taxes 90
State and local income taxes amount $108,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $117,000
Number of returns with real estate taxes 180
Real estate taxes amount $776,000
Number of returns with taxes paid 250
Taxes paid amount $1,103,000
Number of returns with mortgage interest paid 160
Mortgage interest paid amount $1,427,000
Number of returns with contributions 150
Contributions amount $276,000
Number of returns with taxable income 1,940
Taxable income amount $12,011,000
Number of returns with income tax before credits 1,950
Income tax before credits amount $1,293,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 570
Total tax credits amount $203,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $12,000
Number of returns with nonrefundable education credit 210
Nonrefundable education credit amount $109,000
Number of returns with retirement savings contribution credit 180
Retirement savings contribution credit amount $28,000
Number of returns with child tax credit 160
Child tax credit amount $52,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 760
Self-employment tax amount $1,176,000
Number of returns with total tax payments 4,010
Total tax payments amount $9,914,000
Number of returns with earned income credit 1,790
Earned income credit amount [8] $4,738,000
Number of returns with excess earned income credit 1,550
Excess earned income credit (refundable) amount [9] $4,067,000
Number of returns with additional child tax credit 1,060
Additional child tax credit amount $1,332,000
Number of returns with refundable education credit 300
Refundable education credit amount $253,000
Number of returns with income tax 1,580
Income tax amount [10] $1,089,000
Number of returns with tax liability 2,230
Total tax liability amount [11] $2,342,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 510
Tax due at time of filing amount [12] $606,000
Number of returns with overpayments refunded 3,650
Overpayments refunded amount [13] $8,120,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $47,000

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

Number of returns 3,540
Number of single returns 1,710
Number of joint returns 810
Number of head of household returns 950
Number of returns with paid preparer's signature 1,640
Number of exemptions 7,360
Number of dependents 3,030
Total number of volunteer prepared returns [5] 80
Number of volunteer income tax assistance (VITA) prepared returns [3] 80
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] 620
Number of elderly returns [4] 400
Adjust gross income (AGI) [5] $129,134,000
Number of returns with total income 3,540
Salaries and wages amount $130,792,000
Number of returns with salaries and wages 3,190
Salaries and wages amount $111,648
Number of returns with taxable interest 610
Taxable interest amount $261
Number of returns with ordinary dividends 160
Ordinary dividends amount $337,000
Number of returns with qualified dividends 140
Qualified dividends amount [6] $189
Number of returns with state and local income tax refunds 240
State and local income tax refunds amount $152
Number of returns with business or professional net income (less loss) 600
Business or professional net income (less loss) amount $6,642,000
Number of returns with net capital gain (less loss) 180
Net capital gain (less loss) amount $289,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $1,168,000
Number of returns with taxable pensions and annuities 350
Taxable pensions and annuities amount $6,175,000
Number of farm returns 0
Number of returns with unemployment compensation 230
Unemployment compensation amount [7] $1,105,000
Number of returns with taxable Social Security benefits 250
Taxable Social Security benefits amount $1,524,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,372,000
Number of returns with total statutory adjustments 870
Total statutory adjustments amount $1,658,000
Number of returns with educator expenses 70
Educator expenses amount $17,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $163,000
Number of returns with IRA payments 80
IRA payments amount $295,000
Number of returns with student loan interest deduction 360
Student loan interest deduction amount $328,000
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 620
Total itemized deductions amount $10,463,000
Amount of AGI for itemized returns $23,877,000
Number of returns with State and local income taxes 370
State and local income taxes amount $613,000
Number of returns with State and local general sales tax 220
State and local general sales tax amount $281,000
Number of returns with real estate taxes 440
Real estate taxes amount $1,811,000
Number of returns with taxes paid 610
Taxes paid amount $3,054,000
Number of returns with mortgage interest paid 410
Mortgage interest paid amount $3,282,000
Number of returns with contributions 450
Contributions amount $986,000
Number of returns with taxable income 3,360
Taxable income amount $64,727,000
Number of returns with income tax before credits 3,350
Income tax before credits amount $8,141,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,530
Total tax credits amount $1,424,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 220
Child and dependent care credit amount $123,000
Number of returns with nonrefundable education credit 270
Nonrefundable education credit amount $248,000
Number of returns with retirement savings contribution credit 480
Retirement savings contribution credit amount $82,000
Number of returns with child tax credit 1,030
Child tax credit amount $937,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 400
Self-employment tax amount $1,193,000
Number of returns with total tax payments 3,440
Total tax payments amount $14,396,000
Number of returns with earned income credit 1,050
Earned income credit amount [8] $2,297,000
Number of returns with excess earned income credit 830
Excess earned income credit (refundable) amount [9] $1,789,000
Number of returns with additional child tax credit 810
Additional child tax credit amount $1,144,000
Number of returns with refundable education credit 190
Refundable education credit amount $151,000
Number of returns with income tax 2,620
Income tax amount [10] $6,717,000
Number of returns with tax liability 2,830
Total tax liability amount [11] $8,073,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 670
Tax due at time of filing amount [12] $1,386,000
Number of returns with overpayments refunded 2,830
Overpayments refunded amount [13] $7,625,000
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 2,390
Number of single returns 1,080
Number of joint returns 780
Number of head of household returns 460
Number of returns with paid preparer's signature 1,140
Number of exemptions 5,170
Number of dependents 2,000
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 260
Number of elderly returns [4] 350
Adjust gross income (AGI) [5] $146,847,000
Number of returns with total income 2,390
Salaries and wages amount $148,369,000
Number of returns with salaries and wages 2,180
Salaries and wages amount $127,083
Number of returns with taxable interest 850
Taxable interest amount $335
Number of returns with ordinary dividends 240
Ordinary dividends amount $329,000
Number of returns with qualified dividends 200
Qualified dividends amount [6] $218
Number of returns with state and local income tax refunds 530
State and local income tax refunds amount $497
Number of returns with business or professional net income (less loss) 350
Business or professional net income (less loss) amount $3,852,000
Number of returns with net capital gain (less loss) 230
Net capital gain (less loss) amount $543,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $1,216,000
Number of returns with taxable pensions and annuities 340
Taxable pensions and annuities amount $8,992,000
Number of farm returns 0
Number of returns with unemployment compensation 140
Unemployment compensation amount [7] $662,000
Number of returns with taxable Social Security benefits 240
Taxable Social Security benefits amount $3,293,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $1,528,000
Number of returns with total statutory adjustments 730
Total statutory adjustments amount $1,522,000
Number of returns with educator expenses 60
Educator expenses amount $14,000
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 $174,000
Number of returns with IRA payments 50
IRA payments amount $211,000
Number of returns with student loan interest deduction 390
Student loan interest deduction amount $390,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $76,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,000
Total itemized deductions amount $18,085,000
Amount of AGI for itemized returns $62,581,000
Number of returns with State and local income taxes 820
State and local income taxes amount $2,331,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $303,000
Number of returns with real estate taxes 790
Real estate taxes amount $3,107,000
Number of returns with taxes paid 1,000
Taxes paid amount $6,078,000
Number of returns with mortgage interest paid 760
Mortgage interest paid amount $6,129,000
Number of returns with contributions 770
Contributions amount $1,850,000
Number of returns with taxable income 2,380
Taxable income amount $95,106,000
Number of returns with income tax before credits 2,380
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 940
Total tax credits amount $1,436,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $79,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $181,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $22,000
Number of returns with child tax credit 720
Child tax credit amount $1,076,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $55,000
Number of returns with self-employment tax 230
Self-employment tax amount $697,000
Number of returns with total tax payments 2,340
Total tax payments amount $16,071,000
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 130
Additional child tax credit amount $175,000
Number of returns with refundable education credit 100
Refundable education credit amount $85,000
Number of returns with income tax 2,260
Income tax amount [10] $12,420,000
Number of returns with tax liability 2,290
Total tax liability amount [11] $13,236,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 610
Tax due at time of filing amount [12] $1,714,000
Number of returns with overpayments refunded 1,760
Overpayments refunded amount [13] $4,402,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $65,000

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

Number of returns 1,550
Number of single returns 530
Number of joint returns 810
Number of head of household returns 180
Number of returns with paid preparer's signature 800
Number of exemptions 3,640
Number of dependents 1,280
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] 130
Number of elderly returns [4] 270
Adjust gross income (AGI) [5] $134,122,000
Number of returns with total income 1,550
Salaries and wages amount $135,313,000
Number of returns with salaries and wages 1,440
Salaries and wages amount $114,717
Number of returns with taxable interest 700
Taxable interest amount $162
Number of returns with ordinary dividends 200
Ordinary dividends amount $394,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $242
Number of returns with state and local income tax refunds 510
State and local income tax refunds amount $651
Number of returns with business or professional net income (less loss) 240
Business or professional net income (less loss) amount $2,543,000
Number of returns with net capital gain (less loss) 210
Net capital gain (less loss) amount $501,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $1,493,000
Number of returns with taxable pensions and annuities 280
Taxable pensions and annuities amount $8,624,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $562,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $3,439,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $1,408,000
Number of returns with total statutory adjustments 400
Total statutory adjustments amount $1,191,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $200,000
Number of returns with IRA payments 40
IRA payments amount $194,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $163,000
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 940
Total itemized deductions amount $19,947,000
Amount of AGI for itemized returns $81,442,000
Number of returns with State and local income taxes 830
State and local income taxes amount $3,619,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $189,000
Number of returns with real estate taxes 730
Real estate taxes amount $3,216,000
Number of returns with taxes paid 940
Taxes paid amount $7,404,000
Number of returns with mortgage interest paid 710
Mortgage interest paid amount $6,284,000
Number of returns with contributions 730
Contributions amount $1,965,000
Number of returns with taxable income 1,550
Taxable income amount $92,812,000
Number of returns with income tax before credits 1,550
Income tax before credits amount $14,608,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 640
Total tax credits amount $1,054,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $68,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $115,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 500
Child tax credit amount $786,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $52,000
Number of returns with self-employment tax 150
Self-employment tax amount $529,000
Number of returns with total tax payments 1,530
Total tax payments amount $16,132,000
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 70
Refundable education credit amount $54,000
Number of returns with income tax 1,540
Income tax amount [10] $13,554,000
Number of returns with tax liability 1,540
Total tax liability amount [11] $14,163,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 460
Tax due at time of filing amount [12] $1,475,000
Number of returns with overpayments refunded 1,080
Overpayments refunded amount [13] $3,319,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 2,010
Number of single returns 410
Number of joint returns 1,460
Number of head of household returns 120
Number of returns with paid preparer's signature 1,090
Number of exemptions 5,370
Number of dependents 1,900
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] 130
Number of elderly returns [4] 370
Adjust gross income (AGI) [5] $270,199,000
Number of returns with total income 2,010
Salaries and wages amount $272,803,000
Number of returns with salaries and wages 1,860
Salaries and wages amount $222,932
Number of returns with taxable interest 1,240
Taxable interest amount $727
Number of returns with ordinary dividends 430
Ordinary dividends amount $1,155,000
Number of returns with qualified dividends 390
Qualified dividends amount [6] $917
Number of returns with state and local income tax refunds 850
State and local income tax refunds amount $1,401
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $5,999,000
Number of returns with net capital gain (less loss) 440
Net capital gain (less loss) amount $3,990,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $4,886,000
Number of returns with taxable pensions and annuities 410
Taxable pensions and annuities amount $19,120,000
Number of farm returns 0
Number of returns with unemployment compensation 170
Unemployment compensation amount [7] $864,000
Number of returns with taxable Social Security benefits 280
Taxable Social Security benefits amount $5,935,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $5,006,000
Number of returns with total statutory adjustments 640
Total statutory adjustments amount $2,604,000
Number of returns with educator expenses 90
Educator expenses amount $26,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $909,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $341,000
Number of returns with IRA payments 60
IRA payments amount $354,000
Number of returns with student loan interest deduction 240
Student loan interest deduction amount $271,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $71,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,630
Total itemized deductions amount $43,914,000
Amount of AGI for itemized returns $223,736,000
Number of returns with State and local income taxes 1,550
State and local income taxes amount $11,678,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $294,000
Number of returns with real estate taxes 1,380
Real estate taxes amount $6,932,000
Number of returns with taxes paid 1,630
Taxes paid amount $19,603,000
Number of returns with mortgage interest paid 1,330
Mortgage interest paid amount $13,194,000
Number of returns with contributions 1,400
Contributions amount $5,123,000
Number of returns with taxable income 2,010
Taxable income amount $200,006,000
Number of returns with income tax before credits 2,000
Income tax before credits amount $35,444,000
Number of returns with alternative minimum tax 100
Alternative minimum tax amount $210,000
Number of returns with total tax credits 770
Total tax credits amount $1,164,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $13,000
Number of returns with child and dependent care credit 200
Child and dependent care credit amount $117,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $165,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 440
Child tax credit amount $563,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $234,000
Number of returns with self-employment tax 200
Self-employment tax amount $1,010,000
Number of returns with total tax payments 1,990
Total tax payments amount $36,828,000
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 120
Refundable education credit amount $97,000
Number of returns with income tax 2,000
Income tax amount [10] $34,280,000
Number of returns with tax liability 2,000
Total tax liability amount [11] $35,509,000
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] $3,821,000
Number of returns with overpayments refunded 1,200
Overpayments refunded amount [13] $4,889,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $146,000

Adjusted Gross Income: $200,000 or more

Number of returns 330
Number of single returns 60
Number of joint returns 250
Number of head of household returns 0
Number of returns with paid preparer's signature 230
Number of exemptions 940
Number of dependents 350
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] 90
Adjust gross income (AGI) [5] $127,470,000
Number of returns with total income 330
Salaries and wages amount $128,906,000
Number of returns with salaries and wages 300
Salaries and wages amount $66,763
Number of returns with taxable interest 270
Taxable interest amount $1,458
Number of returns with ordinary dividends 140
Ordinary dividends amount $1,212,000
Number of returns with qualified dividends 130
Qualified dividends amount [6] $997
Number of returns with state and local income tax refunds 150
State and local income tax refunds amount $680
Number of returns with business or professional net income (less loss) 70
Business or professional net income (less loss) amount $4,736,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $15,911,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $2,715,000
Number of returns with taxable pensions and annuities 70
Taxable pensions and annuities amount $5,190,000
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 50
Taxable Social Security benefits amount $1,278,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $19,617,000
Number of returns with total statutory adjustments 90
Total statutory adjustments amount $1,436,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $268,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 320
Total itemized deductions amount $22,831,000
Amount of AGI for itemized returns $123,686,000
Number of returns with State and local income taxes 310
State and local income taxes amount $9,485,000
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 280
Real estate taxes amount $2,007,000
Number of returns with taxes paid 320
Taxes paid amount $11,750,000
Number of returns with mortgage interest paid 250
Mortgage interest paid amount $3,158,000
Number of returns with contributions 270
Contributions amount $3,354,000
Number of returns with taxable income 330
Taxable income amount $101,359,000
Number of returns with income tax before credits 330
Income tax before credits amount $25,792,000
Number of returns with alternative minimum tax 190
Alternative minimum tax amount $1,176,000
Number of returns with total tax credits 110
Total tax credits amount $217,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $32,000
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 60
Self-employment tax amount $412,000
Number of returns with total tax payments 330
Total tax payments amount $25,214,000
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 330
Income tax amount [10] $25,575,000
Number of returns with tax liability 330
Total tax liability amount [11] $26,965,000
Number of returns with net investment income tax 150
Net investment income tax $490,000
Number of returns with tax due at time of filing 180
Tax due at time of filing amount [12] $3,914,000
Number of returns with overpayments refunded 130
Overpayments refunded amount [13] $922,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $1,149,000

[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.