Zip Code Database List
1-800-425-1169
Account Login
Find ZIP+4 of Address

Find the ZIP Code, County, and +4 of any U.S. Address

FREE ZIP Code Finder

Find info on any U.S. ZIP Code

Other FREE Lookups

Lookup ZIP Code of any City, State, County or Area Code

FREE Radius Search

Find all ZIP Codes

FREE Distance Calc

Calculate the distance between two U.S. or Canadian ZIP codes.






ZIP Code Database - Facts & Stats

Share |

ZIP Code 96097 Income Tax Stats

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

ZIP Code 96097 Data

Zip Code:96097
City:Yreka
State:CA [California]
Counties: SISKIYOU, CA
City Alias(es):Yreka
Area Code:530
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


96097 Income Tax Overview

Total Number of Tax Returns for ZIP Code 96097 [1] 4,300
Total Number of Single Tax Returns for ZIP Code 96097 1,560
Total Number of Joint Tax Returns for ZIP Code 96097 1,630
Total Number of Dependents for ZIP Code 96097 2,690
Total Adjusted Gross Income for ZIP Code 96097 $213,964,000
Average Income per Person for ZIP Code 96097 $21,330
Average Income per Household for ZIP Code 96097 $49,759

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 1,680
Number of single returns 1,030
Number of joint returns 290
Number of head of household returns 350
Number of returns with paid preparer's signature 720
Number of exemptions 2,710
Number of dependents 900
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] 350
Number of elderly returns [4] 450
Adjust gross income (AGI) [5] $21,078,000
Number of returns with total income 1,680
Salaries and wages amount $21,414,000
Number of returns with salaries and wages 1,230
Salaries and wages amount $15,409
Number of returns with taxable interest 250
Taxable interest amount $190
Number of returns with ordinary dividends 130
Ordinary dividends amount $283,000
Number of returns with qualified dividends 120
Qualified dividends amount [6] $188
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 220
Business or professional net income (less loss) amount $1,385,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $21,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $759,000
Number of returns with taxable pensions and annuities 250
Taxable pensions and annuities amount $2,587,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $300,000
Number of returns with taxable Social Security benefits 100
Taxable Social Security benefits amount $176,000
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 240
Total statutory adjustments amount $336,000
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 $98,000
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 $31,000
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 90
Total itemized deductions amount $1,567,000
Amount of AGI for itemized returns $1,392,000
Number of returns with State and local income taxes 20
State and local income taxes amount $45,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $40,000
Number of returns with real estate taxes 70
Real estate taxes amount $138,000
Number of returns with taxes paid 90
Taxes paid amount $262,000
Number of returns with mortgage interest paid 50
Mortgage interest paid amount $355,000
Number of returns with contributions 50
Contributions amount $104,000
Number of returns with taxable income 680
Taxable income amount $3,908,000
Number of returns with income tax before credits 680
Income tax before credits amount $405,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 150
Total tax credits amount $38,000
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 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 50
Retirement savings contribution credit amount $10,000
Number of returns with child tax credit 60
Child tax credit amount $19,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 190
Self-employment tax amount $250,000
Number of returns with total tax payments 1,510
Total tax payments amount $3,541,000
Number of returns with earned income credit 660
Earned income credit amount [8] $1,644,000
Number of returns with excess earned income credit 580
Excess earned income credit (refundable) amount [9] $1,503,000
Number of returns with additional child tax credit 390
Additional child tax credit amount $453,000
Number of returns with refundable education credit 20
Refundable education credit amount $19,000
Number of returns with income tax 590
Income tax amount [10] $367,000
Number of returns with tax liability 760
Total tax liability amount [11] $650,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 160
Tax due at time of filing amount [12] $110,000
Number of returns with overpayments refunded 1,400
Overpayments refunded amount [13] $2,989,000
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 1,190
Number of single returns 570
Number of joint returns 350
Number of head of household returns 250
Number of returns with paid preparer's signature 550
Number of exemptions 2,350
Number of dependents 810
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] 250
Number of elderly returns [4] 320
Adjust gross income (AGI) [5] $43,140,000
Number of returns with total income 1,190
Salaries and wages amount $43,692,000
Number of returns with salaries and wages 960
Salaries and wages amount $32,861
Number of returns with taxable interest 280
Taxable interest amount $281
Number of returns with ordinary dividends 160
Ordinary dividends amount $408,000
Number of returns with qualified dividends 150
Qualified dividends amount [6] $298
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $50
Number of returns with business or professional net income (less loss) 180
Business or professional net income (less loss) amount $1,359,000
Number of returns with net capital gain (less loss) 160
Net capital gain (less loss) amount $454,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $804,000
Number of returns with taxable pensions and annuities 260
Taxable pensions and annuities amount $5,528,000
Number of farm returns 40
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $530,000
Number of returns with taxable Social Security benefits 250
Taxable Social Security benefits amount $1,449,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $460,000
Number of returns with total statutory adjustments 250
Total statutory adjustments amount $552,000
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 $145,000
Number of returns with IRA payments 40
IRA payments amount $145,000
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $81,000
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 190
Total itemized deductions amount $3,171,000
Amount of AGI for itemized returns $7,294,000
Number of returns with State and local income taxes 100
State and local income taxes amount $182,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $86,000
Number of returns with real estate taxes 160
Real estate taxes amount $333,000
Number of returns with taxes paid 190
Taxes paid amount $718,000
Number of returns with mortgage interest paid 130
Mortgage interest paid amount $788,000
Number of returns with contributions 130
Contributions amount $416,000
Number of returns with taxable income 1,130
Taxable income amount $21,714,000
Number of returns with income tax before credits 1,120
Income tax before credits amount $2,633,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 430
Total tax credits amount $344,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $20,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $38,000
Number of returns with retirement savings contribution credit 150
Retirement savings contribution credit amount $27,000
Number of returns with child tax credit 280
Child tax credit amount $261,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $22,000
Number of returns with self-employment tax 120
Self-employment tax amount $279,000
Number of returns with total tax payments 1,160
Total tax payments amount $4,860,000
Number of returns with earned income credit 310
Earned income credit amount [8] $679,000
Number of returns with excess earned income credit 250
Excess earned income credit (refundable) amount [9] $543,000
Number of returns with additional child tax credit 220
Additional child tax credit amount $330,000
Number of returns with refundable education credit 30
Refundable education credit amount $21,000
Number of returns with income tax 930
Income tax amount [10] $2,290,000
Number of returns with tax liability 980
Total tax liability amount [11] $2,622,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 210
Tax due at time of filing amount [12] $284,000
Number of returns with overpayments refunded 950
Overpayments refunded amount [13] $2,482,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $41,000

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

Number of returns 620
Number of single returns 200
Number of joint returns 340
Number of head of household returns 60
Number of returns with paid preparer's signature 340
Number of exemptions 1,350
Number of dependents 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] 70
Number of elderly returns [4] 240
Adjust gross income (AGI) [5] $37,653,000
Number of returns with total income 620
Salaries and wages amount $38,051,000
Number of returns with salaries and wages 480
Salaries and wages amount $25,167
Number of returns with taxable interest 250
Taxable interest amount $160
Number of returns with ordinary dividends 120
Ordinary dividends amount $486,000
Number of returns with qualified dividends 110
Qualified dividends amount [6] $349
Number of returns with state and local income tax refunds 100
State and local income tax refunds amount $93
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $964,000
Number of returns with net capital gain (less loss) 110
Net capital gain (less loss) amount $403,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $993,000
Number of returns with taxable pensions and annuities 190
Taxable pensions and annuities amount $6,393,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $366,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $2,419,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $274,000
Number of returns with total statutory adjustments 160
Total statutory adjustments amount $398,000
Number of returns with educator expenses 40
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 30
IRA payments amount $141,000
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $74,000
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 190
Total itemized deductions amount $3,221,000
Amount of AGI for itemized returns $11,828,000
Number of returns with State and local income taxes 140
State and local income taxes amount $382,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $76,000
Number of returns with real estate taxes 160
Real estate taxes amount $327,000
Number of returns with taxes paid 190
Taxes paid amount $856,000
Number of returns with mortgage interest paid 130
Mortgage interest paid amount $775,000
Number of returns with contributions 150
Contributions amount $449,000
Number of returns with taxable income 610
Taxable income amount $24,257,000
Number of returns with income tax before credits 610
Income tax before credits amount $3,356,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 240
Total tax credits amount $320,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $12,000
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $27,000
Number of returns with retirement savings contribution credit 60
Retirement savings contribution credit amount $10,000
Number of returns with child tax credit 150
Child tax credit amount $256,000
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 $190,000
Number of returns with total tax payments 610
Total tax payments amount $3,902,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 30
Additional child tax credit amount $39,000
Number of returns with refundable education credit 40
Refundable education credit amount $24,000
Number of returns with income tax 580
Income tax amount [10] $3,037,000
Number of returns with tax liability 590
Total tax liability amount [11] $3,261,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 180
Tax due at time of filing amount [12] $404,000
Number of returns with overpayments refunded 420
Overpayments refunded amount [13] $992,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $73,000

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

Number of returns 350
Number of single returns 70
Number of joint returns 250
Number of head of household returns 40
Number of returns with paid preparer's signature 210
Number of exemptions 840
Number of dependents 250
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] 40
Number of elderly returns [4] 150
Adjust gross income (AGI) [5] $29,922,000
Number of returns with total income 350
Salaries and wages amount $30,370,000
Number of returns with salaries and wages 260
Salaries and wages amount $17,969
Number of returns with taxable interest 210
Taxable interest amount $292
Number of returns with ordinary dividends 100
Ordinary dividends amount $456,000
Number of returns with qualified dividends 90
Qualified dividends amount [6] $348
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $83
Number of returns with business or professional net income (less loss) 70
Business or professional net income (less loss) amount $1,319,000
Number of returns with net capital gain (less loss) 90
Net capital gain (less loss) amount $722,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $714,000
Number of returns with taxable pensions and annuities 150
Taxable pensions and annuities amount $5,958,000
Number of farm returns 20
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $97,000
Number of returns with taxable Social Security benefits 120
Taxable Social Security benefits amount $2,073,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $430,000
Number of returns with total statutory adjustments 90
Total statutory adjustments amount $448,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $148,000
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 20
Domestic production activities deduction amount $256,000
Number of returns with itemized deductions 170
Total itemized deductions amount $3,204,000
Amount of AGI for itemized returns $14,372,000
Number of returns with State and local income taxes 130
State and local income taxes amount $521,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $148,000
Number of returns with real estate taxes 160
Real estate taxes amount $362,000
Number of returns with taxes paid 170
Taxes paid amount $1,019,000
Number of returns with mortgage interest paid 130
Mortgage interest paid amount $892,000
Number of returns with contributions 130
Contributions amount $447,000
Number of returns with taxable income 350
Taxable income amount $21,070,000
Number of returns with income tax before credits 350
Income tax before credits amount $3,039,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 140
Total tax credits amount $202,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $10,000
Number of returns with nonrefundable education credit 20
Nonrefundable education credit amount $26,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 100
Child tax credit amount $150,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 50
Self-employment tax amount $247,000
Number of returns with total tax payments 340
Total tax payments amount $3,384,000
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 340
Income tax amount [10] $2,837,000
Number of returns with tax liability 340
Total tax liability amount [11] $3,108,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 130
Tax due at time of filing amount [12] $355,000
Number of returns with overpayments refunded 200
Overpayments refunded amount [13] $563,000
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 380
Number of single returns 50
Number of joint returns 330
Number of head of household returns 0
Number of returns with paid preparer's signature 260
Number of exemptions 1,000
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] 170
Adjust gross income (AGI) [5] $50,071,000
Number of returns with total income 380
Salaries and wages amount $50,689,000
Number of returns with salaries and wages 310
Salaries and wages amount $31,730
Number of returns with taxable interest 250
Taxable interest amount $475
Number of returns with ordinary dividends 130
Ordinary dividends amount $535,000
Number of returns with qualified dividends 120
Qualified dividends amount [6] $395
Number of returns with state and local income tax refunds 140
State and local income tax refunds amount $233
Number of returns with business or professional net income (less loss) 80
Business or professional net income (less loss) amount $1,421,000
Number of returns with net capital gain (less loss) 140
Net capital gain (less loss) amount $1,699,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $2,760,000
Number of returns with taxable pensions and annuities 170
Taxable pensions and annuities amount $10,071,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $127,000
Number of returns with taxable Social Security benefits 120
Taxable Social Security benefits amount $2,489,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $1,130,000
Number of returns with total statutory adjustments 130
Total statutory adjustments amount $618,000
Number of returns with educator expenses 20
Educator expenses amount $6,000
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 $355,000
Number of returns with IRA payments 20
IRA payments amount $138,000
Number of returns with student loan interest deduction 30
Student loan interest deduction amount $27,000
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 $6,485,000
Amount of AGI for itemized returns $35,327,000
Number of returns with State and local income taxes 250
State and local income taxes amount $1,781,000
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 240
Real estate taxes amount $667,000
Number of returns with taxes paid 260
Taxes paid amount $2,628,000
Number of returns with mortgage interest paid 210
Mortgage interest paid amount $1,642,000
Number of returns with contributions 210
Contributions amount $1,120,000
Number of returns with taxable income 380
Taxable income amount $37,939,000
Number of returns with income tax before credits 380
Income tax before credits amount $6,373,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 160
Total tax credits amount $204,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $20,000
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $29,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 80
Child tax credit amount $96,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 60
Self-employment tax amount $305,000
Number of returns with total tax payments 380
Total tax payments amount $6,700,000
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 20
Refundable education credit amount $16,000
Number of returns with income tax 380
Income tax amount [10] $6,169,000
Number of returns with tax liability 380
Total tax liability amount [11] $6,513,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 150
Tax due at time of filing amount [12] $789,000
Number of returns with overpayments refunded 220
Overpayments refunded amount [13] $852,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $338,000

Adjusted Gross Income: $200,000 or more

Number of returns 80
Number of single returns 0
Number of joint returns 70
Number of head of household returns 0
Number of returns with paid preparer's signature 70
Number of exemptions 200
Number of dependents 60
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] 40
Adjust gross income (AGI) [5] $32,100,000
Number of returns with total income 80
Salaries and wages amount $33,182,000
Number of returns with salaries and wages 60
Salaries and wages amount $12,592
Number of returns with taxable interest 70
Taxable interest amount $333
Number of returns with ordinary dividends 50
Ordinary dividends amount $1,413,000
Number of returns with qualified dividends 50
Qualified dividends amount [6] $1,321
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $122
Number of returns with business or professional net income (less loss) 30
Business or professional net income (less loss) amount $2,877,000
Number of returns with net capital gain (less loss) 50
Net capital gain (less loss) amount $3,243,000
Number of returns with taxable individual retirement arrangements distributions 0
Taxable individual retirement arrangements distributions amount $0
Number of returns with taxable pensions and annuities 0
Taxable pensions and annuities amount $0
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 30
Taxable Social Security benefits amount $561,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $5,319,000
Number of returns with total statutory adjustments 40
Total statutory adjustments amount $1,082,000
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 0
Self-employment health insurance deduction amount $0
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 80
Total itemized deductions amount $4,862,000
Amount of AGI for itemized returns $30,237,000
Number of returns with State and local income taxes 70
State and local income taxes amount $2,271,000
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 70
Real estate taxes amount $359,000
Number of returns with taxes paid 80
Taxes paid amount $2,709,000
Number of returns with mortgage interest paid 50
Mortgage interest paid amount $588,000
Number of returns with contributions 70
Contributions amount $899,000
Number of returns with taxable income 80
Taxable income amount $26,608,000
Number of returns with income tax before credits 80
Income tax before credits amount $6,611,000
Number of returns with alternative minimum tax 50
Alternative minimum tax amount $416,000
Number of returns with total tax credits 20
Total tax credits amount $41,000
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 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 20
Self-employment tax amount $225,000
Number of returns with total tax payments 80
Total tax payments amount $6,150,000
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 80
Income tax amount [10] $6,406,000
Number of returns with tax liability 80
Total tax liability amount [11] $6,842,000
Number of returns with net investment income tax 40
Net investment income tax $105,000
Number of returns with tax due at time of filing 40
Tax due at time of filing amount [12] $1,220,000
Number of returns with overpayments refunded 20
Overpayments refunded amount [13] $294,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

[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.