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ZIP Code Database - Facts & Stats

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ZIP Code 95835 Income Tax Stats

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

ZIP Code 95835 Data

Zip Code:95835
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]


95835 Income Tax Overview

Total Number of Tax Returns for ZIP Code 95835 [1] 17,530
Total Number of Single Tax Returns for ZIP Code 95835 6,420
Total Number of Joint Tax Returns for ZIP Code 95835 7,150
Total Number of Dependents for ZIP Code 95835 13,030
Total Adjusted Gross Income for ZIP Code 95835 $1,393,175,000
Average Income per Person for ZIP Code 95835 $38,768
Average Income per Household for ZIP Code 95835 $79,474

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 4,200
Number of single returns 3,040
Number of joint returns 570
Number of head of household returns 510
Number of returns with paid preparer's signature 1,840
Number of exemptions 5,450
Number of dependents 1,510
Total number of volunteer prepared returns [5] 110
Number of volunteer income tax assistance (VITA) prepared returns [3] 70
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 40
Number of refund anticipation check returns [3] 550
Number of elderly returns [4] 680
Adjust gross income (AGI) [5] $53,196,000
Number of returns with total income 4,200
Salaries and wages amount $54,337,000
Number of returns with salaries and wages 3,200
Salaries and wages amount $40,939
Number of returns with taxable interest 530
Taxable interest amount $159
Number of returns with ordinary dividends 260
Ordinary dividends amount $488,000
Number of returns with qualified dividends 230
Qualified dividends amount [6] $275
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $70
Number of returns with business or professional net income (less loss) 900
Business or professional net income (less loss) amount $6,356,000
Number of returns with net capital gain (less loss) 240
Net capital gain (less loss) amount $88,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $1,090,000
Number of returns with taxable pensions and annuities 440
Taxable pensions and annuities amount $4,425,000
Number of farm returns 0
Number of returns with unemployment compensation 160
Unemployment compensation amount [7] $700,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $335,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $492,000
Number of returns with total statutory adjustments 950
Total statutory adjustments amount $1,141,000
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 $94,000
Number of returns with IRA payments 30
IRA payments amount $101,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $126,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $99,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 330
Total itemized deductions amount $5,480,000
Amount of AGI for itemized returns $4,834,000
Number of returns with State and local income taxes 100
State and local income taxes amount $164,000
Number of returns with State and local general sales tax 170
State and local general sales tax amount $121,000
Number of returns with real estate taxes 250
Real estate taxes amount $1,179,000
Number of returns with taxes paid 320
Taxes paid amount $1,616,000
Number of returns with mortgage interest paid 220
Mortgage interest paid amount $1,887,000
Number of returns with contributions 200
Contributions amount $370,000
Number of returns with taxable income 1,990
Taxable income amount $11,889,000
Number of returns with income tax before credits 1,980
Income tax before credits amount $1,269,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 510
Total tax credits amount $184,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $8,000
Number of returns with nonrefundable education credit 210
Nonrefundable education credit amount $112,000
Number of returns with retirement savings contribution credit 160
Retirement savings contribution credit amount $26,000
Number of returns with child tax credit 110
Child tax credit amount $36,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 740
Self-employment tax amount $1,168,000
Number of returns with total tax payments 3,750
Total tax payments amount $7,724,000
Number of returns with earned income credit 1,400
Earned income credit amount [8] $3,162,000
Number of returns with excess earned income credit 1,160
Excess earned income credit (refundable) amount [9] $2,541,000
Number of returns with additional child tax credit 650
Additional child tax credit amount $813,000
Number of returns with refundable education credit 260
Refundable education credit amount $201,000
Number of returns with income tax 1,700
Income tax amount [10] $1,083,000
Number of returns with tax liability 2,300
Total tax liability amount [11] $2,325,000
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] $641,000
Number of returns with overpayments refunded 3,370
Overpayments refunded amount [13] $5,995,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 3,370
Number of single returns 1,790
Number of joint returns 750
Number of head of household returns 730
Number of returns with paid preparer's signature 1,520
Number of exemptions 6,330
Number of dependents 2,230
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
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] 480
Number of elderly returns [4] 610
Adjust gross income (AGI) [5] $124,741,000
Number of returns with total income 3,370
Salaries and wages amount $126,599,000
Number of returns with salaries and wages 2,810
Salaries and wages amount $99,156
Number of returns with taxable interest 800
Taxable interest amount $439
Number of returns with ordinary dividends 270
Ordinary dividends amount $722,000
Number of returns with qualified dividends 240
Qualified dividends amount [6] $448
Number of returns with state and local income tax refunds 290
State and local income tax refunds amount $238
Number of returns with business or professional net income (less loss) 590
Business or professional net income (less loss) amount $7,259,000
Number of returns with net capital gain (less loss) 290
Net capital gain (less loss) amount $669,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $2,588,000
Number of returns with taxable pensions and annuities 520
Taxable pensions and annuities amount $10,024,000
Number of farm returns 0
Number of returns with unemployment compensation 190
Unemployment compensation amount [7] $929,000
Number of returns with taxable Social Security benefits 470
Taxable Social Security benefits amount $3,462,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $1,286,000
Number of returns with total statutory adjustments 890
Total statutory adjustments amount $1,858,000
Number of returns with educator expenses 60
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $277,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $248,000
Number of returns with IRA payments 60
IRA payments amount $298,000
Number of returns with student loan interest deduction 350
Student loan interest deduction amount $333,000
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 790
Total itemized deductions amount $14,280,000
Amount of AGI for itemized returns $30,560,000
Number of returns with State and local income taxes 460
State and local income taxes amount $825,000
Number of returns with State and local general sales tax 290
State and local general sales tax amount $330,000
Number of returns with real estate taxes 600
Real estate taxes amount $2,876,000
Number of returns with taxes paid 790
Taxes paid amount $4,357,000
Number of returns with mortgage interest paid 550
Mortgage interest paid amount $4,755,000
Number of returns with contributions 550
Contributions amount $1,386,000
Number of returns with taxable income 3,190
Taxable income amount $64,400,000
Number of returns with income tax before credits 3,180
Income tax before credits amount $8,106,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,310
Total tax credits amount $1,222,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 200
Child and dependent care credit amount $113,000
Number of returns with nonrefundable education credit 320
Nonrefundable education credit amount $296,000
Number of returns with retirement savings contribution credit 430
Retirement savings contribution credit amount $76,000
Number of returns with child tax credit 740
Child tax credit amount $700,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 430
Self-employment tax amount $1,320,000
Number of returns with total tax payments 3,230
Total tax payments amount $13,558,000
Number of returns with earned income credit 800
Earned income credit amount [8] $1,658,000
Number of returns with excess earned income credit 590
Excess earned income credit (refundable) amount [9] $1,215,000
Number of returns with additional child tax credit 580
Additional child tax credit amount $805,000
Number of returns with refundable education credit 190
Refundable education credit amount $150,000
Number of returns with income tax 2,660
Income tax amount [10] $6,884,000
Number of returns with tax liability 2,870
Total tax liability amount [11] $8,333,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 710
Tax due at time of filing amount [12] $1,412,000
Number of returns with overpayments refunded 2,620
Overpayments refunded amount [13] $6,525,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $76,000

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

Number of returns 2,890
Number of single returns 1,320
Number of joint returns 980
Number of head of household returns 480
Number of returns with paid preparer's signature 1,350
Number of exemptions 5,870
Number of dependents 2,010
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
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] 280
Number of elderly returns [4] 590
Adjust gross income (AGI) [5] $178,941,000
Number of returns with total income 2,890
Salaries and wages amount $181,091,000
Number of returns with salaries and wages 2,500
Salaries and wages amount $144,461
Number of returns with taxable interest 1,200
Taxable interest amount $525
Number of returns with ordinary dividends 400
Ordinary dividends amount $1,057,000
Number of returns with qualified dividends 370
Qualified dividends amount [6] $655
Number of returns with state and local income tax refunds 750
State and local income tax refunds amount $780
Number of returns with business or professional net income (less loss) 480
Business or professional net income (less loss) amount $6,227,000
Number of returns with net capital gain (less loss) 390
Net capital gain (less loss) amount $1,001,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $3,013,000
Number of returns with taxable pensions and annuities 530
Taxable pensions and annuities amount $15,387,000
Number of farm returns 0
Number of returns with unemployment compensation 170
Unemployment compensation amount [7] $716,000
Number of returns with taxable Social Security benefits 420
Taxable Social Security benefits amount $6,143,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $1,707,000
Number of returns with total statutory adjustments 900
Total statutory adjustments amount $2,150,000
Number of returns with educator expenses 70
Educator expenses amount $18,000
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 $269,000
Number of returns with IRA payments 70
IRA payments amount $340,000
Number of returns with student loan interest deduction 430
Student loan interest deduction amount $482,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $67,000
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $204,000
Number of returns with itemized deductions 1,370
Total itemized deductions amount $26,777,000
Amount of AGI for itemized returns $86,035,000
Number of returns with State and local income taxes 1,080
State and local income taxes amount $3,055,000
Number of returns with State and local general sales tax 240
State and local general sales tax amount $413,000
Number of returns with real estate taxes 1,150
Real estate taxes amount $5,279,000
Number of returns with taxes paid 1,370
Taxes paid amount $9,245,000
Number of returns with mortgage interest paid 1,080
Mortgage interest paid amount $9,315,000
Number of returns with contributions 1,120
Contributions amount $2,670,000
Number of returns with taxable income 2,870
Taxable income amount $114,546,000
Number of returns with income tax before credits 2,860
Income tax before credits amount $16,597,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,110
Total tax credits amount $1,635,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $95,000
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $256,000
Number of returns with retirement savings contribution credit 150
Retirement savings contribution credit amount $23,000
Number of returns with child tax credit 790
Child tax credit amount $1,128,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $91,000
Number of returns with self-employment tax 320
Self-employment tax amount $1,203,000
Number of returns with total tax payments 2,800
Total tax payments amount $19,783,000
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 $166,000
Number of returns with refundable education credit 150
Refundable education credit amount $132,000
Number of returns with income tax 2,720
Income tax amount [10] $14,962,000
Number of returns with tax liability 2,770
Total tax liability amount [11] $16,284,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 800
Tax due at time of filing amount [12] $2,267,000
Number of returns with overpayments refunded 2,060
Overpayments refunded amount [13] $5,608,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $73,000

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

Number of returns 2,180
Number of single returns 750
Number of joint returns 1,070
Number of head of household returns 290
Number of returns with paid preparer's signature 1,110
Number of exemptions 5,050
Number of dependents 1,800
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] 200
Number of elderly returns [4] 470
Adjust gross income (AGI) [5] $189,119,000
Number of returns with total income 2,180
Salaries and wages amount $190,905,000
Number of returns with salaries and wages 1,920
Salaries and wages amount $152,507
Number of returns with taxable interest 1,170
Taxable interest amount $557
Number of returns with ordinary dividends 390
Ordinary dividends amount $830,000
Number of returns with qualified dividends 360
Qualified dividends amount [6] $559
Number of returns with state and local income tax refunds 860
State and local income tax refunds amount $1,161
Number of returns with business or professional net income (less loss) 370
Business or professional net income (less loss) amount $4,287,000
Number of returns with net capital gain (less loss) 370
Net capital gain (less loss) amount $1,717,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $3,270,000
Number of returns with taxable pensions and annuities 470
Taxable pensions and annuities amount $17,287,000
Number of farm returns 30
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $665,000
Number of returns with taxable Social Security benefits 360
Taxable Social Security benefits amount $6,858,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,492,000
Number of returns with total statutory adjustments 600
Total statutory adjustments amount $1,786,000
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 40
Self-employment health insurance deduction amount $262,000
Number of returns with IRA payments 50
IRA payments amount $250,000
Number of returns with student loan interest deduction 260
Student loan interest deduction amount $263,000
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 1,500
Total itemized deductions amount $32,823,000
Amount of AGI for itemized returns $130,180,000
Number of returns with State and local income taxes 1,330
State and local income taxes amount $5,608,000
Number of returns with State and local general sales tax 150
State and local general sales tax amount $465,000
Number of returns with real estate taxes 1,260
Real estate taxes amount $6,184,000
Number of returns with taxes paid 1,490
Taxes paid amount $12,738,000
Number of returns with mortgage interest paid 1,200
Mortgage interest paid amount $11,083,000
Number of returns with contributions 1,210
Contributions amount $3,346,000
Number of returns with taxable income 2,180
Taxable income amount $128,596,000
Number of returns with income tax before credits 2,170
Income tax before credits amount $20,157,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $24,000
Number of returns with total tax credits 910
Total tax credits amount $1,605,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 200
Child and dependent care credit amount $119,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $197,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 700
Child tax credit amount $1,053,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $128,000
Number of returns with self-employment tax 230
Self-employment tax amount $820,000
Number of returns with total tax payments 2,150
Total tax payments amount $22,853,000
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 $66,000
Number of returns with refundable education credit 120
Refundable education credit amount $98,000
Number of returns with income tax 2,130
Income tax amount [10] $18,552,000
Number of returns with tax liability 2,150
Total tax liability amount [11] $19,519,000
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] $1,909,000
Number of returns with overpayments refunded 1,570
Overpayments refunded amount [13] $5,091,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $52,000

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

Number of returns 3,910
Number of single returns 650
Number of joint returns 2,950
Number of head of household returns 270
Number of returns with paid preparer's signature 2,060
Number of exemptions 11,240
Number of dependents 4,380
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] 280
Number of elderly returns [4] 740
Adjust gross income (AGI) [5] $536,784,000
Number of returns with total income 3,910
Salaries and wages amount $541,716,000
Number of returns with salaries and wages 3,600
Salaries and wages amount $445,525
Number of returns with taxable interest 2,610
Taxable interest amount $1,041
Number of returns with ordinary dividends 1,030
Ordinary dividends amount $3,397,000
Number of returns with qualified dividends 950
Qualified dividends amount [6] $2,330
Number of returns with state and local income tax refunds 1,880
State and local income tax refunds amount $3,308
Number of returns with business or professional net income (less loss) 710
Business or professional net income (less loss) amount $10,945,000
Number of returns with net capital gain (less loss) 960
Net capital gain (less loss) amount $8,369,000
Number of returns with taxable individual retirement arrangements distributions 400
Taxable individual retirement arrangements distributions amount $9,382,000
Number of returns with taxable pensions and annuities 850
Taxable pensions and annuities amount $39,295,000
Number of farm returns 0
Number of returns with unemployment compensation 290
Unemployment compensation amount [7] $1,521,000
Number of returns with taxable Social Security benefits 540
Taxable Social Security benefits amount $11,745,000
Number of returns with partnership/S-corp net income (less loss) 250
Partnership/S-corp net income (less loss) amount $6,743,000
Number of returns with total statutory adjustments 1,280
Total statutory adjustments amount $4,932,000
Number of returns with educator expenses 190
Educator expenses amount $56,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $715,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $740,000
Number of returns with IRA payments 130
IRA payments amount $687,000
Number of returns with student loan interest deduction 470
Student loan interest deduction amount $515,000
Number of returns with tuition and fees deduction 80
Tuition and fees deduction amount $139,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 3,350
Total itemized deductions amount $92,664,000
Amount of AGI for itemized returns $464,947,000
Number of returns with State and local income taxes 3,190
State and local income taxes amount $24,326,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $440,000
Number of returns with real estate taxes 2,980
Real estate taxes amount $16,489,000
Number of returns with taxes paid 3,350
Taxes paid amount $42,839,000
Number of returns with mortgage interest paid 2,850
Mortgage interest paid amount $29,447,000
Number of returns with contributions 2,910
Contributions amount $9,897,000
Number of returns with taxable income 3,910
Taxable income amount $391,850,000
Number of returns with income tax before credits 3,910
Income tax before credits amount $68,825,000
Number of returns with alternative minimum tax 180
Alternative minimum tax amount $391,000
Number of returns with total tax credits 1,720
Total tax credits amount $2,531,000
Number of returns with foreign tax credit 310
Foreign tax credit amount $158,000
Number of returns with child and dependent care credit 590
Child and dependent care credit amount $359,000
Number of returns with nonrefundable education credit 290
Nonrefundable education credit amount $350,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 920
Child tax credit amount $1,204,000
Number of returns with residential energy tax credit 90
Residential energy tax credit amount $273,000
Number of returns with self-employment tax 440
Self-employment tax amount $1,875,000
Number of returns with total tax payments 3,880
Total tax payments amount $72,730,000
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 260
Refundable education credit amount $207,000
Number of returns with income tax 3,900
Income tax amount [10] $66,294,000
Number of returns with tax liability 3,900
Total tax liability amount [11] $68,532,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,380
Tax due at time of filing amount [12] $6,547,000
Number of returns with overpayments refunded 2,470
Overpayments refunded amount [13] $10,209,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $397,000

Adjusted Gross Income: $200,000 or more

Number of returns 980
Number of single returns 100
Number of joint returns 830
Number of head of household returns 40
Number of returns with paid preparer's signature 650
Number of exemptions 2,910
Number of dependents 1,100
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] 30
Number of elderly returns [4] 220
Adjust gross income (AGI) [5] $310,394,000
Number of returns with total income 980
Salaries and wages amount $315,678,000
Number of returns with salaries and wages 870
Salaries and wages amount $202,926
Number of returns with taxable interest 790
Taxable interest amount $899
Number of returns with ordinary dividends 450
Ordinary dividends amount $4,720,000
Number of returns with qualified dividends 420
Qualified dividends amount [6] $3,307
Number of returns with state and local income tax refunds 440
State and local income tax refunds amount $1,517
Number of returns with business or professional net income (less loss) 220
Business or professional net income (less loss) amount $15,229,000
Number of returns with net capital gain (less loss) 450
Net capital gain (less loss) amount $29,135,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $5,147,000
Number of returns with taxable pensions and annuities 220
Taxable pensions and annuities amount $14,840,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $207,000
Number of returns with taxable Social Security benefits 140
Taxable Social Security benefits amount $3,756,000
Number of returns with partnership/S-corp net income (less loss) 210
Partnership/S-corp net income (less loss) amount $25,683,000
Number of returns with total statutory adjustments 320
Total statutory adjustments amount $5,284,000
Number of returns with educator expenses 30
Educator expenses amount $8,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $1,890,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $1,077,000
Number of returns with IRA payments 20
IRA payments amount $214,000
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 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 970
Total itemized deductions amount $57,290,000
Amount of AGI for itemized returns $307,088,000
Number of returns with State and local income taxes 940
State and local income taxes amount $27,731,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $71,000
Number of returns with real estate taxes 870
Real estate taxes amount $6,566,000
Number of returns with taxes paid 970
Taxes paid amount $34,880,000
Number of returns with mortgage interest paid 810
Mortgage interest paid amount $9,896,000
Number of returns with contributions 870
Contributions amount $5,126,000
Number of returns with taxable income 980
Taxable income amount $244,178,000
Number of returns with income tax before credits 980
Income tax before credits amount $61,268,000
Number of returns with alternative minimum tax 630
Alternative minimum tax amount $4,878,000
Number of returns with total tax credits 350
Total tax credits amount $982,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $242,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $91,000
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 30
Residential energy tax credit amount $99,000
Number of returns with self-employment tax 200
Self-employment tax amount $1,893,000
Number of returns with total tax payments 960
Total tax payments amount $61,735,000
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 980
Income tax amount [10] $60,286,000
Number of returns with tax liability 980
Total tax liability amount [11] $63,492,000
Number of returns with net investment income tax 430
Net investment income tax $828,000
Number of returns with tax due at time of filing 550
Tax due at time of filing amount [12] $9,428,000
Number of returns with overpayments refunded 380
Overpayments refunded amount [13] $3,169,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $989,000

[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.