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ZIP Code Database - Facts & Stats

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ZIP Code 95963 Income Tax Stats

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

ZIP Code 95963 Data

Zip Code:95963
City:Orland
State:CA [California]
Counties: GLENN, CA
City Alias(es):Orland
Area Code:530
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


95963 Income Tax Overview

Total Number of Tax Returns for ZIP Code 95963 [1] 6,740
Total Number of Single Tax Returns for ZIP Code 95963 2,660
Total Number of Joint Tax Returns for ZIP Code 95963 2,760
Total Number of Dependents for ZIP Code 95963 5,950
Total Adjusted Gross Income for ZIP Code 95963 $335,340,000
Average Income per Person for ZIP Code 95963 $21,645
Average Income per Household for ZIP Code 95963 $49,754

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 2,440
Number of single returns 1,630
Number of joint returns 370
Number of head of household returns 420
Number of returns with paid preparer's signature 1,450
Number of exemptions 3,850
Number of dependents 1,350
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
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] 300
Number of elderly returns [4] 500
Adjust gross income (AGI) [5] $32,803,000
Number of returns with total income 2,440
Salaries and wages amount $33,441,000
Number of returns with salaries and wages 1,950
Salaries and wages amount $26,319
Number of returns with taxable interest 300
Taxable interest amount $276
Number of returns with ordinary dividends 140
Ordinary dividends amount $325,000
Number of returns with qualified dividends 120
Qualified dividends amount [6] $179
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $28
Number of returns with business or professional net income (less loss) 290
Business or professional net income (less loss) amount $1,985,000
Number of returns with net capital gain (less loss) 130
Net capital gain (less loss) amount $524,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $723,000
Number of returns with taxable pensions and annuities 260
Taxable pensions and annuities amount $2,502,000
Number of farm returns 70
Number of returns with unemployment compensation 240
Unemployment compensation amount [7] $866,000
Number of returns with taxable Social Security benefits 90
Taxable Social Security benefits amount $156,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $11,000
Number of returns with total statutory adjustments 330
Total statutory adjustments amount $638,000
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 $142,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 30
Student loan interest deduction amount $24,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $51,000
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $174,000
Number of returns with itemized deductions 120
Total itemized deductions amount $1,858,000
Amount of AGI for itemized returns $1,659,000
Number of returns with State and local income taxes 40
State and local income taxes amount $59,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $64,000
Number of returns with real estate taxes 90
Real estate taxes amount $234,000
Number of returns with taxes paid 120
Taxes paid amount $426,000
Number of returns with mortgage interest paid 70
Mortgage interest paid amount $451,000
Number of returns with contributions 70
Contributions amount $174,000
Number of returns with taxable income 1,130
Taxable income amount $6,690,000
Number of returns with income tax before credits 1,120
Income tax before credits amount $711,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 290
Total tax credits amount $111,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $45,000
Number of returns with retirement savings contribution credit 80
Retirement savings contribution credit amount $16,000
Number of returns with child tax credit 130
Child tax credit amount $44,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 270
Self-employment tax amount $412,000
Number of returns with total tax payments 2,200
Total tax payments amount $5,194,000
Number of returns with earned income credit 840
Earned income credit amount [8] $2,230,000
Number of returns with excess earned income credit 740
Excess earned income credit (refundable) amount [9] $2,004,000
Number of returns with additional child tax credit 550
Additional child tax credit amount $666,000
Number of returns with refundable education credit 90
Refundable education credit amount $59,000
Number of returns with income tax 920
Income tax amount [10] $600,000
Number of returns with tax liability 1,170
Total tax liability amount [11] $1,087,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 240
Tax due at time of filing amount [12] $206,000
Number of returns with overpayments refunded 2,030
Overpayments refunded amount [13] $4,264,000
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 2,070
Number of single returns 880
Number of joint returns 700
Number of head of household returns 460
Number of returns with paid preparer's signature 1,310
Number of exemptions 5,010
Number of dependents 2,240
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
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] 240
Number of elderly returns [4] 400
Adjust gross income (AGI) [5] $74,350,000
Number of returns with total income 2,070
Salaries and wages amount $75,133,000
Number of returns with salaries and wages 1,840
Salaries and wages amount $62,539
Number of returns with taxable interest 410
Taxable interest amount $238
Number of returns with ordinary dividends 150
Ordinary dividends amount $360,000
Number of returns with qualified dividends 140
Qualified dividends amount [6] $252
Number of returns with state and local income tax refunds 100
State and local income tax refunds amount $73
Number of returns with business or professional net income (less loss) 210
Business or professional net income (less loss) amount $2,505,000
Number of returns with net capital gain (less loss) 140
Net capital gain (less loss) amount $671,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $868,000
Number of returns with taxable pensions and annuities 270
Taxable pensions and annuities amount $4,875,000
Number of farm returns 80
Number of returns with unemployment compensation 260
Unemployment compensation amount [7] $1,219,000
Number of returns with taxable Social Security benefits 300
Taxable Social Security benefits amount $1,783,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $323,000
Number of returns with total statutory adjustments 320
Total statutory adjustments amount $783,000
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 $166,000
Number of returns with IRA payments 30
IRA payments amount $106,000
Number of returns with student loan interest deduction 90
Student loan interest deduction amount $72,000
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 260
Total itemized deductions amount $3,942,000
Amount of AGI for itemized returns $9,727,000
Number of returns with State and local income taxes 150
State and local income taxes amount $275,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $103,000
Number of returns with real estate taxes 210
Real estate taxes amount $476,000
Number of returns with taxes paid 250
Taxes paid amount $950,000
Number of returns with mortgage interest paid 180
Mortgage interest paid amount $1,184,000
Number of returns with contributions 170
Contributions amount $359,000
Number of returns with taxable income 1,960
Taxable income amount $33,745,000
Number of returns with income tax before credits 1,940
Income tax before credits amount $4,041,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 860
Total tax credits amount $703,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $27,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $47,000
Number of returns with retirement savings contribution credit 260
Retirement savings contribution credit amount $50,000
Number of returns with child tax credit 610
Child tax credit amount $536,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $42,000
Number of returns with self-employment tax 180
Self-employment tax amount $486,000
Number of returns with total tax payments 2,020
Total tax payments amount $8,012,000
Number of returns with earned income credit 560
Earned income credit amount [8] $1,259,000
Number of returns with excess earned income credit 470
Excess earned income credit (refundable) amount [9] $1,068,000
Number of returns with additional child tax credit 520
Additional child tax credit amount $832,000
Number of returns with refundable education credit 40
Refundable education credit amount $26,000
Number of returns with income tax 1,480
Income tax amount [10] $3,338,000
Number of returns with tax liability 1,590
Total tax liability amount [11] $3,943,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 360
Tax due at time of filing amount [12] $563,000
Number of returns with overpayments refunded 1,680
Overpayments refunded amount [13] $4,557,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $53,000

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

Number of returns 1,030
Number of single returns 240
Number of joint returns 670
Number of head of household returns 100
Number of returns with paid preparer's signature 720
Number of exemptions 2,890
Number of dependents 1,190
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] 110
Number of elderly returns [4] 250
Adjust gross income (AGI) [5] $62,629,000
Number of returns with total income 1,030
Salaries and wages amount $63,558,000
Number of returns with salaries and wages 900
Salaries and wages amount $49,916
Number of returns with taxable interest 370
Taxable interest amount $360
Number of returns with ordinary dividends 130
Ordinary dividends amount $494,000
Number of returns with qualified dividends 120
Qualified dividends amount [6] $400
Number of returns with state and local income tax refunds 150
State and local income tax refunds amount $168
Number of returns with business or professional net income (less loss) 150
Business or professional net income (less loss) amount $2,103,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $569,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $1,003,000
Number of returns with taxable pensions and annuities 190
Taxable pensions and annuities amount $5,002,000
Number of farm returns 90
Number of returns with unemployment compensation 150
Unemployment compensation amount [7] $608,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $2,725,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $357,000
Number of returns with total statutory adjustments 240
Total statutory adjustments amount $929,000
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 40
Self-employment health insurance deduction amount $253,000
Number of returns with IRA payments 50
IRA payments amount $236,000
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $48,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $154,000
Number of returns with itemized deductions 290
Total itemized deductions amount $5,435,000
Amount of AGI for itemized returns $18,364,000
Number of returns with State and local income taxes 230
State and local income taxes amount $610,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $95,000
Number of returns with real estate taxes 250
Real estate taxes amount $622,000
Number of returns with taxes paid 290
Taxes paid amount $1,452,000
Number of returns with mortgage interest paid 230
Mortgage interest paid amount $1,829,000
Number of returns with contributions 190
Contributions amount $435,000
Number of returns with taxable income 1,020
Taxable income amount $37,233,000
Number of returns with income tax before credits 1,020
Income tax before credits amount $4,936,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 520
Total tax credits amount $864,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $32,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $37,000
Number of returns with retirement savings contribution credit 120
Retirement savings contribution credit amount $17,000
Number of returns with child tax credit 370
Child tax credit amount $591,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $161,000
Number of returns with self-employment tax 130
Self-employment tax amount $452,000
Number of returns with total tax payments 1,010
Total tax payments amount $6,068,000
Number of returns with earned income credit 20
Earned income credit amount [8] $6,000
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 110
Additional child tax credit amount $150,000
Number of returns with refundable education credit 30
Refundable education credit amount $20,000
Number of returns with income tax 910
Income tax amount [10] $4,072,000
Number of returns with tax liability 940
Total tax liability amount [11] $4,592,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 270
Tax due at time of filing amount [12] $626,000
Number of returns with overpayments refunded 730
Overpayments refunded amount [13] $1,968,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $124,000

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

Number of returns 510
Number of single returns 60
Number of joint returns 420
Number of head of household returns 40
Number of returns with paid preparer's signature 350
Number of exemptions 1,450
Number of dependents 520
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 60
Number of elderly returns [4] 160
Adjust gross income (AGI) [5] $44,322,000
Number of returns with total income 510
Salaries and wages amount $45,429,000
Number of returns with salaries and wages 430
Salaries and wages amount $33,041
Number of returns with taxable interest 260
Taxable interest amount $190
Number of returns with ordinary dividends 90
Ordinary dividends amount $503,000
Number of returns with qualified dividends 90
Qualified dividends amount [6] $415
Number of returns with state and local income tax refunds 140
State and local income tax refunds amount $157
Number of returns with business or professional net income (less loss) 90
Business or professional net income (less loss) amount $1,414,000
Number of returns with net capital gain (less loss) 80
Net capital gain (less loss) amount $564,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $1,028,000
Number of returns with taxable pensions and annuities 140
Taxable pensions and annuities amount $4,648,000
Number of farm returns 60
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $197,000
Number of returns with taxable Social Security benefits 120
Taxable Social Security benefits amount $2,143,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $476,000
Number of returns with total statutory adjustments 150
Total statutory adjustments amount $1,107,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $589,000
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $260,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 40
Student loan interest deduction amount $38,000
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 250
Total itemized deductions amount $4,730,000
Amount of AGI for itemized returns $21,644,000
Number of returns with State and local income taxes 210
State and local income taxes amount $826,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $103,000
Number of returns with real estate taxes 220
Real estate taxes amount $562,000
Number of returns with taxes paid 250
Taxes paid amount $1,593,000
Number of returns with mortgage interest paid 210
Mortgage interest paid amount $1,627,000
Number of returns with contributions 190
Contributions amount $406,000
Number of returns with taxable income 510
Taxable income amount $30,447,000
Number of returns with income tax before credits 510
Income tax before credits amount $4,287,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 250
Total tax credits amount $511,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $20,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $44,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 170
Child tax credit amount $298,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $123,000
Number of returns with self-employment tax 80
Self-employment tax amount $354,000
Number of returns with total tax payments 500
Total tax payments amount $4,759,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 30
Refundable education credit amount $25,000
Number of returns with income tax 490
Income tax amount [10] $3,775,000
Number of returns with tax liability 490
Total tax liability amount [11] $4,186,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 170
Tax due at time of filing amount [12] $551,000
Number of returns with overpayments refunded 330
Overpayments refunded amount [13] $1,056,000
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 570
Number of single returns 80
Number of joint returns 500
Number of head of household returns 0
Number of returns with paid preparer's signature 420
Number of exemptions 1,640
Number of dependents 570
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] 210
Adjust gross income (AGI) [5] $75,605,000
Number of returns with total income 570
Salaries and wages amount $77,169,000
Number of returns with salaries and wages 470
Salaries and wages amount $51,130
Number of returns with taxable interest 400
Taxable interest amount $553
Number of returns with ordinary dividends 180
Ordinary dividends amount $1,359,000
Number of returns with qualified dividends 170
Qualified dividends amount [6] $1,193
Number of returns with state and local income tax refunds 220
State and local income tax refunds amount $398
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $2,524,000
Number of returns with net capital gain (less loss) 180
Net capital gain (less loss) amount $3,330,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $2,520,000
Number of returns with taxable pensions and annuities 180
Taxable pensions and annuities amount $8,789,000
Number of farm returns 110
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $230,000
Number of returns with taxable Social Security benefits 150
Taxable Social Security benefits amount $3,254,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $2,526,000
Number of returns with total statutory adjustments 240
Total statutory adjustments amount $1,564,000
Number of returns with educator expenses 50
Educator expenses amount $13,000
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 $350,000
Number of returns with IRA payments 40
IRA payments amount $278,000
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $44,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $304,000
Number of returns with itemized deductions 410
Total itemized deductions amount $10,122,000
Amount of AGI for itemized returns $56,193,000
Number of returns with State and local income taxes 390
State and local income taxes amount $3,001,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $92,000
Number of returns with real estate taxes 380
Real estate taxes amount $1,152,000
Number of returns with taxes paid 410
Taxes paid amount $4,424,000
Number of returns with mortgage interest paid 350
Mortgage interest paid amount $2,971,000
Number of returns with contributions 330
Contributions amount $1,238,000
Number of returns with taxable income 570
Taxable income amount $56,798,000
Number of returns with income tax before credits 570
Income tax before credits amount $9,323,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 260
Total tax credits amount $624,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $27,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $54,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 130
Child tax credit amount $201,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $264,000
Number of returns with self-employment tax 110
Self-employment tax amount $547,000
Number of returns with total tax payments 560
Total tax payments amount $9,667,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 40
Refundable education credit amount $33,000
Number of returns with income tax 560
Income tax amount [10] $8,699,000
Number of returns with tax liability 560
Total tax liability amount [11] $9,373,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 240
Tax due at time of filing amount [12] $1,530,000
Number of returns with overpayments refunded 300
Overpayments refunded amount [13] $1,706,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $108,000

Adjusted Gross Income: $200,000 or more

Number of returns 120
Number of single returns 0
Number of joint returns 100
Number of head of household returns 0
Number of returns with paid preparer's signature 110
Number of exemptions 300
Number of dependents 80
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] 60
Adjust gross income (AGI) [5] $45,631,000
Number of returns with total income 120
Salaries and wages amount $48,182,000
Number of returns with salaries and wages 80
Salaries and wages amount $14,798
Number of returns with taxable interest 100
Taxable interest amount $606
Number of returns with ordinary dividends 70
Ordinary dividends amount $2,110,000
Number of returns with qualified dividends 70
Qualified dividends amount [6] $1,976
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $456
Number of returns with business or professional net income (less loss) 20
Business or professional net income (less loss) amount $926,000
Number of returns with net capital gain (less loss) 70
Net capital gain (less loss) amount $7,080,000
Number of returns with taxable individual retirement arrangements distributions 20
Taxable individual retirement arrangements distributions amount $597,000
Number of returns with taxable pensions and annuities 30
Taxable pensions and annuities amount $2,494,000
Number of farm returns 50
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 $1,113,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $12,125,000
Number of returns with total statutory adjustments 60
Total statutory adjustments amount $2,551,000
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 30
Self-employment health insurance deduction amount $380,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $1,378,000
Number of returns with itemized deductions 110
Total itemized deductions amount $6,139,000
Amount of AGI for itemized returns $40,821,000
Number of returns with State and local income taxes 110
State and local income taxes amount $4,037,000
Number of returns with State and local general sales tax 0
State and local general sales tax amount $0
Number of returns with real estate taxes 90
Real estate taxes amount $403,000
Number of returns with taxes paid 110
Taxes paid amount $4,484,000
Number of returns with mortgage interest paid 50
Mortgage interest paid amount $526,000
Number of returns with contributions 90
Contributions amount $731,000
Number of returns with taxable income 120
Taxable income amount $38,536,000
Number of returns with income tax before credits 120
Income tax before credits amount $9,715,000
Number of returns with alternative minimum tax 80
Alternative minimum tax amount $578,000
Number of returns with total tax credits 40
Total tax credits amount $287,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 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 40
Self-employment tax amount $544,000
Number of returns with total tax payments 110
Total tax payments amount $9,223,000
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 120
Income tax amount [10] $9,427,000
Number of returns with tax liability 120
Total tax liability amount [11] $10,245,000
Number of returns with net investment income tax 80
Net investment income tax $221,000
Number of returns with tax due at time of filing 60
Tax due at time of filing amount [12] $2,330,000
Number of returns with overpayments refunded 30
Overpayments refunded amount [13] $645,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $656,000

[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.