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ZIP Code Database - Facts & Stats

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ZIP Code 95991 Income Tax Stats

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

ZIP Code 95991 Data

Zip Code:95991
City:Yuba City
State:CA [California]
Counties: SUTTER, CA
City Alias(es):Yuba City
Area Code:530
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


95991 Income Tax Overview

Total Number of Tax Returns for ZIP Code 95991 [1] 16,400
Total Number of Single Tax Returns for ZIP Code 95991 5,960
Total Number of Joint Tax Returns for ZIP Code 95991 6,180
Total Number of Dependents for ZIP Code 95991 15,070
Total Adjusted Gross Income for ZIP Code 95991 $791,765,000
Average Income per Person for ZIP Code 95991 $19,505
Average Income per Household for ZIP Code 95991 $48,278

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 6,400
Number of single returns 3,810
Number of joint returns 1,060
Number of head of household returns 1,450
Number of returns with paid preparer's signature 3,640
Number of exemptions 11,080
Number of dependents 4,260
Total number of volunteer prepared returns [5] 110
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
Number of tax counseling for the elderly (TCE) prepared returns [3] 90
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 920
Number of elderly returns [4] 1,020
Adjust gross income (AGI) [5] $86,698,000
Number of returns with total income 6,400
Salaries and wages amount $87,863,000
Number of returns with salaries and wages 5,370
Salaries and wages amount $69,398
Number of returns with taxable interest 640
Taxable interest amount $314
Number of returns with ordinary dividends 280
Ordinary dividends amount $416,000
Number of returns with qualified dividends 270
Qualified dividends amount [6] $272
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $31
Number of returns with business or professional net income (less loss) 830
Business or professional net income (less loss) amount $7,050,000
Number of returns with net capital gain (less loss) 250
Net capital gain (less loss) amount $259,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $1,238,000
Number of returns with taxable pensions and annuities 520
Taxable pensions and annuities amount $5,412,000
Number of farm returns 30
Number of returns with unemployment compensation 750
Unemployment compensation amount [7] $2,943,000
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $398,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $119,000
Number of returns with total statutory adjustments 950
Total statutory adjustments amount $1,165,000
Number of returns with educator expenses 20
Educator expenses amount $4,000
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 20
IRA payments amount $53,000
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $113,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $80,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 310
Total itemized deductions amount $4,759,000
Amount of AGI for itemized returns $4,809,000
Number of returns with State and local income taxes 100
State and local income taxes amount $129,000
Number of returns with State and local general sales tax 170
State and local general sales tax amount $123,000
Number of returns with real estate taxes 230
Real estate taxes amount $600,000
Number of returns with taxes paid 300
Taxes paid amount $967,000
Number of returns with mortgage interest paid 200
Mortgage interest paid amount $1,369,000
Number of returns with contributions 190
Contributions amount $351,000
Number of returns with taxable income 2,740
Taxable income amount $15,973,000
Number of returns with income tax before credits 2,750
Income tax before credits amount $1,697,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 680
Total tax credits amount $217,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $6,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $84,000
Number of returns with retirement savings contribution credit 190
Retirement savings contribution credit amount $29,000
Number of returns with child tax credit 300
Child tax credit amount $94,000
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 $1,134,000
Number of returns with total tax payments 5,930
Total tax payments amount $14,357,000
Number of returns with earned income credit 2,680
Earned income credit amount [8] $6,919,000
Number of returns with excess earned income credit 2,400
Excess earned income credit (refundable) amount [9] $6,246,000
Number of returns with additional child tax credit 1,820
Additional child tax credit amount $2,194,000
Number of returns with refundable education credit 220
Refundable education credit amount $160,000
Number of returns with income tax 2,280
Income tax amount [10] $1,480,000
Number of returns with tax liability 2,950
Total tax liability amount [11] $2,739,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 640
Tax due at time of filing amount [12] $633,000
Number of returns with overpayments refunded 5,480
Overpayments refunded amount [13] $12,187,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $24,000

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

Number of returns 4,790
Number of single returns 1,810
Number of joint returns 1,670
Number of head of household returns 1,210
Number of returns with paid preparer's signature 2,970
Number of exemptions 11,810
Number of dependents 5,370
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 660
Number of elderly returns [4] 790
Adjust gross income (AGI) [5] $171,723,000
Number of returns with total income 4,790
Salaries and wages amount $173,391,000
Number of returns with salaries and wages 4,240
Salaries and wages amount $141,968
Number of returns with taxable interest 880
Taxable interest amount $339
Number of returns with ordinary dividends 280
Ordinary dividends amount $585,000
Number of returns with qualified dividends 260
Qualified dividends amount [6] $407
Number of returns with state and local income tax refunds 250
State and local income tax refunds amount $172
Number of returns with business or professional net income (less loss) 560
Business or professional net income (less loss) amount $7,497,000
Number of returns with net capital gain (less loss) 250
Net capital gain (less loss) amount $783,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $1,752,000
Number of returns with taxable pensions and annuities 590
Taxable pensions and annuities amount $11,118,000
Number of farm returns 0
Number of returns with unemployment compensation 670
Unemployment compensation amount [7] $3,765,000
Number of returns with taxable Social Security benefits 570
Taxable Social Security benefits amount $3,366,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $1,300,000
Number of returns with total statutory adjustments 760
Total statutory adjustments amount $1,668,000
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 50
Self-employment health insurance deduction amount $236,000
Number of returns with IRA payments 50
IRA payments amount $190,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $217,000
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 680
Total itemized deductions amount $11,044,000
Amount of AGI for itemized returns $26,301,000
Number of returns with State and local income taxes 390
State and local income taxes amount $562,000
Number of returns with State and local general sales tax 260
State and local general sales tax amount $298,000
Number of returns with real estate taxes 520
Real estate taxes amount $1,541,000
Number of returns with taxes paid 670
Taxes paid amount $2,623,000
Number of returns with mortgage interest paid 470
Mortgage interest paid amount $3,196,000
Number of returns with contributions 460
Contributions amount $991,000
Number of returns with taxable income 4,480
Taxable income amount $75,503,000
Number of returns with income tax before credits 4,470
Income tax before credits amount $9,179,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,210
Total tax credits amount $1,892,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $79,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $171,000
Number of returns with retirement savings contribution credit 590
Retirement savings contribution credit amount $116,000
Number of returns with child tax credit 1,620
Child tax credit amount $1,445,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $69,000
Number of returns with self-employment tax 440
Self-employment tax amount $1,320,000
Number of returns with total tax payments 4,680
Total tax payments amount $18,199,000
Number of returns with earned income credit 1,520
Earned income credit amount [8] $3,450,000
Number of returns with excess earned income credit 1,210
Excess earned income credit (refundable) amount [9] $2,759,000
Number of returns with additional child tax credit 1,350
Additional child tax credit amount $2,078,000
Number of returns with refundable education credit 140
Refundable education credit amount $101,000
Number of returns with income tax 3,290
Income tax amount [10] $7,287,000
Number of returns with tax liability 3,580
Total tax liability amount [11] $8,794,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 900
Tax due at time of filing amount [12] $1,464,000
Number of returns with overpayments refunded 3,860
Overpayments refunded amount [13] $10,727,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $35,000

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

Number of returns 2,190
Number of single returns 700
Number of joint returns 1,130
Number of head of household returns 320
Number of returns with paid preparer's signature 1,360
Number of exemptions 5,750
Number of dependents 2,440
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] 240
Number of elderly returns [4] 470
Adjust gross income (AGI) [5] $134,581,000
Number of returns with total income 2,190
Salaries and wages amount $135,871,000
Number of returns with salaries and wages 1,910
Salaries and wages amount $107,317
Number of returns with taxable interest 830
Taxable interest amount $336
Number of returns with ordinary dividends 260
Ordinary dividends amount $762,000
Number of returns with qualified dividends 240
Qualified dividends amount [6] $531
Number of returns with state and local income tax refunds 430
State and local income tax refunds amount $467
Number of returns with business or professional net income (less loss) 310
Business or professional net income (less loss) amount $3,701,000
Number of returns with net capital gain (less loss) 230
Net capital gain (less loss) amount $864,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $2,159,000
Number of returns with taxable pensions and annuities 420
Taxable pensions and annuities amount $11,921,000
Number of farm returns 30
Number of returns with unemployment compensation 260
Unemployment compensation amount [7] $1,471,000
Number of returns with taxable Social Security benefits 370
Taxable Social Security benefits amount $5,180,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $1,109,000
Number of returns with total statutory adjustments 520
Total statutory adjustments amount $1,290,000
Number of returns with educator expenses 80
Educator expenses amount $22,000
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 $279,000
Number of returns with IRA payments 50
IRA payments amount $210,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $173,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 800
Total itemized deductions amount $14,487,000
Amount of AGI for itemized returns $49,887,000
Number of returns with State and local income taxes 630
State and local income taxes amount $1,774,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $280,000
Number of returns with real estate taxes 660
Real estate taxes amount $1,941,000
Number of returns with taxes paid 800
Taxes paid amount $4,291,000
Number of returns with mortgage interest paid 610
Mortgage interest paid amount $4,342,000
Number of returns with contributions 610
Contributions amount $1,546,000
Number of returns with taxable income 2,180
Taxable income amount $82,411,000
Number of returns with income tax before credits 2,170
Income tax before credits amount $11,504,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,080
Total tax credits amount $1,785,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $56,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $124,000
Number of returns with retirement savings contribution credit 170
Retirement savings contribution credit amount $26,000
Number of returns with child tax credit 830
Child tax credit amount $1,365,000
Number of returns with residential energy tax credit 80
Residential energy tax credit amount $189,000
Number of returns with self-employment tax 240
Self-employment tax amount $725,000
Number of returns with total tax payments 2,140
Total tax payments amount $13,468,000
Number of returns with earned income credit 30
Earned income credit amount [8] $12,000
Number of returns with excess earned income credit 30
Excess earned income credit (refundable) amount [9] $10,000
Number of returns with additional child tax credit 180
Additional child tax credit amount $242,000
Number of returns with refundable education credit 80
Refundable education credit amount $66,000
Number of returns with income tax 1,970
Income tax amount [10] $9,719,000
Number of returns with tax liability 2,010
Total tax liability amount [11] $10,557,000
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] $1,481,000
Number of returns with overpayments refunded 1,550
Overpayments refunded amount [13] $4,209,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $126,000

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

Number of returns 1,280
Number of single returns 270
Number of joint returns 890
Number of head of household returns 110
Number of returns with paid preparer's signature 820
Number of exemptions 3,500
Number of dependents 1,330
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] 340
Adjust gross income (AGI) [5] $110,270,000
Number of returns with total income 1,280
Salaries and wages amount $111,415,000
Number of returns with salaries and wages 1,100
Salaries and wages amount $84,374
Number of returns with taxable interest 680
Taxable interest amount $336
Number of returns with ordinary dividends 210
Ordinary dividends amount $580,000
Number of returns with qualified dividends 190
Qualified dividends amount [6] $436
Number of returns with state and local income tax refunds 430
State and local income tax refunds amount $533
Number of returns with business or professional net income (less loss) 200
Business or professional net income (less loss) amount $3,499,000
Number of returns with net capital gain (less loss) 180
Net capital gain (less loss) amount $1,047,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $1,780,000
Number of returns with taxable pensions and annuities 350
Taxable pensions and annuities amount $12,330,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $495,000
Number of returns with taxable Social Security benefits 270
Taxable Social Security benefits amount $4,775,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $787,000
Number of returns with total statutory adjustments 360
Total statutory adjustments amount $1,145,000
Number of returns with educator expenses 60
Educator expenses amount $15,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $284,000
Number of returns with IRA payments 30
IRA payments amount $109,000
Number of returns with student loan interest deduction 140
Student loan interest deduction amount $144,000
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 720
Total itemized deductions amount $14,753,000
Amount of AGI for itemized returns $62,447,000
Number of returns with State and local income taxes 630
State and local income taxes amount $2,477,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $213,000
Number of returns with real estate taxes 630
Real estate taxes amount $1,911,000
Number of returns with taxes paid 720
Taxes paid amount $4,898,000
Number of returns with mortgage interest paid 580
Mortgage interest paid amount $4,494,000
Number of returns with contributions 590
Contributions amount $1,846,000
Number of returns with taxable income 1,270
Taxable income amount $74,722,000
Number of returns with income tax before credits 1,270
Income tax before credits amount $11,016,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 610
Total tax credits amount $1,295,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $50,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $98,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 450
Child tax credit amount $826,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $276,000
Number of returns with self-employment tax 140
Self-employment tax amount $623,000
Number of returns with total tax payments 1,260
Total tax payments amount $12,126,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 50
Additional child tax credit amount $69,000
Number of returns with refundable education credit 60
Refundable education credit amount $46,000
Number of returns with income tax 1,230
Income tax amount [10] $9,721,000
Number of returns with tax liability 1,240
Total tax liability amount [11] $10,442,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 390
Tax due at time of filing amount [12] $1,261,000
Number of returns with overpayments refunded 870
Overpayments refunded amount [13] $2,882,000
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 1,440
Number of single returns 180
Number of joint returns 1,180
Number of head of household returns 80
Number of returns with paid preparer's signature 980
Number of exemptions 4,000
Number of dependents 1,390
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] 90
Number of elderly returns [4] 450
Adjust gross income (AGI) [5] $189,399,000
Number of returns with total income 1,440
Salaries and wages amount $191,892,000
Number of returns with salaries and wages 1,250
Salaries and wages amount $139,241
Number of returns with taxable interest 1,020
Taxable interest amount $721
Number of returns with ordinary dividends 350
Ordinary dividends amount $1,951,000
Number of returns with qualified dividends 330
Qualified dividends amount [6] $1,504
Number of returns with state and local income tax refunds 650
State and local income tax refunds amount $1,104
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $4,966,000
Number of returns with net capital gain (less loss) 350
Net capital gain (less loss) amount $4,550,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $4,520,000
Number of returns with taxable pensions and annuities 470
Taxable pensions and annuities amount $22,797,000
Number of farm returns 50
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $548,000
Number of returns with taxable Social Security benefits 310
Taxable Social Security benefits amount $6,126,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $3,781,000
Number of returns with total statutory adjustments 480
Total statutory adjustments amount $2,493,000
Number of returns with educator expenses 110
Educator expenses amount $30,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $1,132,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $542,000
Number of returns with IRA payments 50
IRA payments amount $372,000
Number of returns with student loan interest deduction 140
Student loan interest deduction amount $153,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $34,000
Returns with domestic production activities deduction 50
Domestic production activities deduction amount $366,000
Number of returns with itemized deductions 1,160
Total itemized deductions amount $29,463,000
Amount of AGI for itemized returns $156,383,000
Number of returns with State and local income taxes 1,100
State and local income taxes amount $7,868,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $238,000
Number of returns with real estate taxes 1,080
Real estate taxes amount $3,702,000
Number of returns with taxes paid 1,160
Taxes paid amount $12,356,000
Number of returns with mortgage interest paid 970
Mortgage interest paid amount $8,269,000
Number of returns with contributions 1,000
Contributions amount $4,085,000
Number of returns with taxable income 1,440
Taxable income amount $140,301,000
Number of returns with income tax before credits 1,430
Income tax before credits amount $23,818,000
Number of returns with alternative minimum tax 50
Alternative minimum tax amount $104,000
Number of returns with total tax credits 640
Total tax credits amount $1,318,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $17,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $84,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $162,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 320
Child tax credit amount $457,000
Number of returns with residential energy tax credit 100
Residential energy tax credit amount $611,000
Number of returns with self-employment tax 200
Self-employment tax amount $1,073,000
Number of returns with total tax payments 1,420
Total tax payments amount $25,207,000
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 110
Refundable education credit amount $97,000
Number of returns with income tax 1,420
Income tax amount [10] $22,501,000
Number of returns with tax liability 1,430
Total tax liability amount [11] $23,699,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 530
Tax due at time of filing amount [12] $2,623,000
Number of returns with overpayments refunded 850
Overpayments refunded amount [13] $3,650,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $420,000

Adjusted Gross Income: $200,000 or more

Number of returns 300
Number of single returns 30
Number of joint returns 250
Number of head of household returns 0
Number of returns with paid preparer's signature 240
Number of exemptions 830
Number of dependents 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] 0
Number of elderly returns [4] 120
Adjust gross income (AGI) [5] $99,094,000
Number of returns with total income 300
Salaries and wages amount $102,131,000
Number of returns with salaries and wages 240
Salaries and wages amount $53,684
Number of returns with taxable interest 260
Taxable interest amount $1,061
Number of returns with ordinary dividends 150
Ordinary dividends amount $2,730,000
Number of returns with qualified dividends 150
Qualified dividends amount [6] $2,321
Number of returns with state and local income tax refunds 140
State and local income tax refunds amount $649
Number of returns with business or professional net income (less loss) 80
Business or professional net income (less loss) amount $5,519,000
Number of returns with net capital gain (less loss) 150
Net capital gain (less loss) amount $11,288,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $2,285,000
Number of returns with taxable pensions and annuities 100
Taxable pensions and annuities amount $8,961,000
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 90
Taxable Social Security benefits amount $1,981,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $11,630,000
Number of returns with total statutory adjustments 130
Total statutory adjustments amount $3,037,000
Number of returns with educator expenses 20
Educator expenses amount $5,000
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 $528,000
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 280
Total itemized deductions amount $14,582,000
Amount of AGI for itemized returns $93,759,000
Number of returns with State and local income taxes 280
State and local income taxes amount $7,475,000
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 260
Real estate taxes amount $1,324,000
Number of returns with taxes paid 280
Taxes paid amount $8,993,000
Number of returns with mortgage interest paid 210
Mortgage interest paid amount $2,227,000
Number of returns with contributions 250
Contributions amount $2,111,000
Number of returns with taxable income 300
Taxable income amount $81,628,000
Number of returns with income tax before credits 300
Income tax before credits amount $20,287,000
Number of returns with alternative minimum tax 160
Alternative minimum tax amount $1,131,000
Number of returns with total tax credits 110
Total tax credits amount $451,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $19,000
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 70
Self-employment tax amount $685,000
Number of returns with total tax payments 290
Total tax payments amount $19,415,000
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 300
Income tax amount [10] $19,836,000
Number of returns with tax liability 300
Total tax liability amount [11] $21,082,000
Number of returns with net investment income tax 140
Net investment income tax $336,000
Number of returns with tax due at time of filing 150
Tax due at time of filing amount [12] $3,541,000
Number of returns with overpayments refunded 110
Overpayments refunded amount [13] $1,080,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $758,000

[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.