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ZIP Code Database - Facts & Stats

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ZIP Code 96150 Income Tax Stats

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

ZIP Code 96150 Data

Zip Code:96150
City:South Lake Tahoe
State:CA [California]
Counties: EL DORADO, CA
City Alias(es):South Lake Tahoe
Area Code:530
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


96150 Income Tax Overview

Total Number of Tax Returns for ZIP Code 96150 [1] 8,520
Total Number of Single Tax Returns for ZIP Code 96150 2,450
Total Number of Joint Tax Returns for ZIP Code 96150 2,670
Total Number of Dependents for ZIP Code 96150 3,630
Total Adjusted Gross Income for ZIP Code 96150 $502,886,000
Average Income per Person for ZIP Code 96150 $16,880
Average Income per Household for ZIP Code 96150 $59,024

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 3,390
Number of single returns 2,760
Number of joint returns 260
Number of head of household returns 340
Number of returns with paid preparer's signature 1,290
Number of exemptions 3,950
Number of dependents 740
Total number of volunteer prepared returns [5] 110
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 110
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 530
Number of elderly returns [4] 510
Adjust gross income (AGI) [5] $43,227,000
Number of returns with total income 3,390
Salaries and wages amount $44,214,000
Number of returns with salaries and wages 2,780
Salaries and wages amount $34,937
Number of returns with taxable interest 400
Taxable interest amount $227
Number of returns with ordinary dividends 280
Ordinary dividends amount $516,000
Number of returns with qualified dividends 250
Qualified dividends amount [6] $331
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $50
Number of returns with business or professional net income (less loss) 580
Business or professional net income (less loss) amount $3,999,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $290,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $828,000
Number of returns with taxable pensions and annuities 240
Taxable pensions and annuities amount $2,100,000
Number of farm returns 0
Number of returns with unemployment compensation 220
Unemployment compensation amount [7] $808,000
Number of returns with taxable Social Security benefits 80
Taxable Social Security benefits amount $161,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $152,000
Number of returns with total statutory adjustments 660
Total statutory adjustments amount $987,000
Number of returns with educator expenses 30
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 70
Self-employment health insurance deduction amount $198,000
Number of returns with IRA payments 40
IRA payments amount $133,000
Number of returns with student loan interest deduction 140
Student loan interest deduction amount $120,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $72,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 220
Total itemized deductions amount $3,382,000
Amount of AGI for itemized returns $3,125,000
Number of returns with State and local income taxes 80
State and local income taxes amount $110,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $98,000
Number of returns with real estate taxes 170
Real estate taxes amount $617,000
Number of returns with taxes paid 210
Taxes paid amount $878,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $1,100,000
Number of returns with contributions 140
Contributions amount $185,000
Number of returns with taxable income 1,740
Taxable income amount $11,158,000
Number of returns with income tax before credits 1,710
Income tax before credits amount $1,174,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 360
Total tax credits amount $104,000
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 120
Nonrefundable education credit amount $43,000
Number of returns with retirement savings contribution credit 150
Retirement savings contribution credit amount $30,000
Number of returns with child tax credit 70
Child tax credit amount $23,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 470
Self-employment tax amount $654,000
Number of returns with total tax payments 3,110
Total tax payments amount $5,525,000
Number of returns with earned income credit 1,060
Earned income credit amount [8] $1,669,000
Number of returns with excess earned income credit 820
Excess earned income credit (refundable) amount [9] $1,443,000
Number of returns with additional child tax credit 370
Additional child tax credit amount $414,000
Number of returns with refundable education credit 130
Refundable education credit amount $80,000
Number of returns with income tax 1,530
Income tax amount [10] $1,069,000
Number of returns with tax liability 1,880
Total tax liability amount [11] $1,795,000
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] $394,000
Number of returns with overpayments refunded 2,790
Overpayments refunded amount [13] $4,036,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $84,000

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

Number of returns 2,090
Number of single returns 1,340
Number of joint returns 440
Number of head of household returns 270
Number of returns with paid preparer's signature 900
Number of exemptions 3,410
Number of dependents 890
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 370
Number of elderly returns [4] 340
Adjust gross income (AGI) [5] $74,348,000
Number of returns with total income 2,090
Salaries and wages amount $75,814,000
Number of returns with salaries and wages 1,830
Salaries and wages amount $60,875
Number of returns with taxable interest 400
Taxable interest amount $297
Number of returns with ordinary dividends 230
Ordinary dividends amount $700,000
Number of returns with qualified dividends 210
Qualified dividends amount [6] $535
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $105
Number of returns with business or professional net income (less loss) 370
Business or professional net income (less loss) amount $5,381,000
Number of returns with net capital gain (less loss) 230
Net capital gain (less loss) amount $696,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $1,090,000
Number of returns with taxable pensions and annuities 210
Taxable pensions and annuities amount $3,263,000
Number of farm returns 0
Number of returns with unemployment compensation 190
Unemployment compensation amount [7] $958,000
Number of returns with taxable Social Security benefits 210
Taxable Social Security benefits amount $1,324,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $820,000
Number of returns with total statutory adjustments 530
Total statutory adjustments amount $1,466,000
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 80
Self-employment health insurance deduction amount $293,000
Number of returns with IRA payments 50
IRA payments amount $198,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $203,000
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 360
Total itemized deductions amount $6,254,000
Amount of AGI for itemized returns $13,821,000
Number of returns with State and local income taxes 200
State and local income taxes amount $434,000
Number of returns with State and local general sales tax 150
State and local general sales tax amount $179,000
Number of returns with real estate taxes 300
Real estate taxes amount $991,000
Number of returns with taxes paid 360
Taxes paid amount $1,741,000
Number of returns with mortgage interest paid 250
Mortgage interest paid amount $2,096,000
Number of returns with contributions 260
Contributions amount $418,000
Number of returns with taxable income 2,000
Taxable income amount $41,033,000
Number of returns with income tax before credits 1,990
Income tax before credits amount $5,216,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 660
Total tax credits amount $456,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $1,000
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 120
Nonrefundable education credit amount $80,000
Number of returns with retirement savings contribution credit 250
Retirement savings contribution credit amount $52,000
Number of returns with child tax credit 330
Child tax credit amount $299,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 290
Self-employment tax amount $876,000
Number of returns with total tax payments 2,020
Total tax payments amount $8,448,000
Number of returns with earned income credit 320
Earned income credit amount [8] $702,000
Number of returns with excess earned income credit 240
Excess earned income credit (refundable) amount [9] $510,000
Number of returns with additional child tax credit 250
Additional child tax credit amount $366,000
Number of returns with refundable education credit 70
Refundable education credit amount $48,000
Number of returns with income tax 1,780
Income tax amount [10] $4,760,000
Number of returns with tax liability 1,880
Total tax liability amount [11] $5,732,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 450
Tax due at time of filing amount [12] $850,000
Number of returns with overpayments refunded 1,600
Overpayments refunded amount [13] $3,426,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $114,000

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

Number of returns 1,050
Number of single returns 460
Number of joint returns 470
Number of head of household returns 100
Number of returns with paid preparer's signature 550
Number of exemptions 2,120
Number of dependents 600
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 110
Number of elderly returns [4] 270
Adjust gross income (AGI) [5] $64,187,000
Number of returns with total income 1,050
Salaries and wages amount $65,483,000
Number of returns with salaries and wages 910
Salaries and wages amount $48,884
Number of returns with taxable interest 410
Taxable interest amount $342
Number of returns with ordinary dividends 220
Ordinary dividends amount $757,000
Number of returns with qualified dividends 210
Qualified dividends amount [6] $518
Number of returns with state and local income tax refunds 190
State and local income tax refunds amount $216
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $3,799,000
Number of returns with net capital gain (less loss) 210
Net capital gain (less loss) amount $869,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $1,448,000
Number of returns with taxable pensions and annuities 180
Taxable pensions and annuities amount $4,662,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $517,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $2,379,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $1,001,000
Number of returns with total statutory adjustments 390
Total statutory adjustments amount $1,296,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $304,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $309,000
Number of returns with IRA payments 50
IRA payments amount $276,000
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $126,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $19,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 450
Total itemized deductions amount $8,527,000
Amount of AGI for itemized returns $27,901,000
Number of returns with State and local income taxes 340
State and local income taxes amount $950,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $194,000
Number of returns with real estate taxes 390
Real estate taxes amount $1,355,000
Number of returns with taxes paid 450
Taxes paid amount $2,624,000
Number of returns with mortgage interest paid 350
Mortgage interest paid amount $3,143,000
Number of returns with contributions 350
Contributions amount $635,000
Number of returns with taxable income 1,040
Taxable income amount $41,246,000
Number of returns with income tax before credits 1,040
Income tax before credits amount $5,904,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 400
Total tax credits amount $531,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $29,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $75,000
Number of returns with retirement savings contribution credit 60
Retirement savings contribution credit amount $12,000
Number of returns with child tax credit 260
Child tax credit amount $381,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $9,000
Number of returns with self-employment tax 180
Self-employment tax amount $649,000
Number of returns with total tax payments 1,020
Total tax payments amount $6,947,000
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 $48,000
Number of returns with refundable education credit 50
Refundable education credit amount $37,000
Number of returns with income tax 1,000
Income tax amount [10] $5,373,000
Number of returns with tax liability 1,020
Total tax liability amount [11] $6,076,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 320
Tax due at time of filing amount [12] $991,000
Number of returns with overpayments refunded 700
Overpayments refunded amount [13] $1,740,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $90,000

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

Number of returns 660
Number of single returns 190
Number of joint returns 420
Number of head of household returns 40
Number of returns with paid preparer's signature 370
Number of exemptions 1,470
Number of dependents 400
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] 220
Adjust gross income (AGI) [5] $57,367,000
Number of returns with total income 660
Salaries and wages amount $58,555,000
Number of returns with salaries and wages 560
Salaries and wages amount $40,327
Number of returns with taxable interest 390
Taxable interest amount $339
Number of returns with ordinary dividends 170
Ordinary dividends amount $786,000
Number of returns with qualified dividends 170
Qualified dividends amount [6] $578
Number of returns with state and local income tax refunds 230
State and local income tax refunds amount $326
Number of returns with business or professional net income (less loss) 170
Business or professional net income (less loss) amount $2,687,000
Number of returns with net capital gain (less loss) 180
Net capital gain (less loss) amount $1,462,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $2,048,000
Number of returns with taxable pensions and annuities 190
Taxable pensions and annuities amount $6,944,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $299,000
Number of returns with taxable Social Security benefits 140
Taxable Social Security benefits amount $2,516,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $792,000
Number of returns with total statutory adjustments 260
Total statutory adjustments amount $1,188,000
Number of returns with educator expenses 30
Educator expenses amount $8,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $262,000
Number of returns with IRA payments 40
IRA payments amount $199,000
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $76,000
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 440
Total itemized deductions amount $9,739,000
Amount of AGI for itemized returns $38,550,000
Number of returns with State and local income taxes 370
State and local income taxes amount $1,742,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $187,000
Number of returns with real estate taxes 390
Real estate taxes amount $1,526,000
Number of returns with taxes paid 440
Taxes paid amount $3,635,000
Number of returns with mortgage interest paid 360
Mortgage interest paid amount $3,415,000
Number of returns with contributions 360
Contributions amount $692,000
Number of returns with taxable income 660
Taxable income amount $39,192,000
Number of returns with income tax before credits 660
Income tax before credits amount $5,886,000
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 $385,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $23,000
Number of returns with nonrefundable education credit 60
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 170
Child tax credit amount $259,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 120
Self-employment tax amount $489,000
Number of returns with total tax payments 650
Total tax payments amount $6,947,000
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 $26,000
Number of returns with income tax 650
Income tax amount [10] $5,501,000
Number of returns with tax liability 650
Total tax liability amount [11] $6,007,000
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] $675,000
Number of returns with overpayments refunded 440
Overpayments refunded amount [13] $1,402,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $123,000

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

Number of returns 1,000
Number of single returns 170
Number of joint returns 810
Number of head of household returns 40
Number of returns with paid preparer's signature 650
Number of exemptions 2,550
Number of dependents 750
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] 50
Number of elderly returns [4] 330
Adjust gross income (AGI) [5] $136,061,000
Number of returns with total income 1,000
Salaries and wages amount $138,862,000
Number of returns with salaries and wages 850
Salaries and wages amount $92,670
Number of returns with taxable interest 700
Taxable interest amount $772
Number of returns with ordinary dividends 390
Ordinary dividends amount $2,209,000
Number of returns with qualified dividends 380
Qualified dividends amount [6] $1,615
Number of returns with state and local income tax refunds 440
State and local income tax refunds amount $772
Number of returns with business or professional net income (less loss) 250
Business or professional net income (less loss) amount $8,459,000
Number of returns with net capital gain (less loss) 390
Net capital gain (less loss) amount $5,008,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $3,451,000
Number of returns with taxable pensions and annuities 280
Taxable pensions and annuities amount $14,755,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $480,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $3,699,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $5,152,000
Number of returns with total statutory adjustments 440
Total statutory adjustments amount $2,801,000
Number of returns with educator expenses 70
Educator expenses amount $19,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $521,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $756,000
Number of returns with IRA payments 70
IRA payments amount $504,000
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $132,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $23,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 850
Total itemized deductions amount $23,866,000
Amount of AGI for itemized returns $116,920,000
Number of returns with State and local income taxes 790
State and local income taxes amount $5,964,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $258,000
Number of returns with real estate taxes 770
Real estate taxes amount $3,596,000
Number of returns with taxes paid 850
Taxes paid amount $10,093,000
Number of returns with mortgage interest paid 700
Mortgage interest paid amount $7,819,000
Number of returns with contributions 700
Contributions amount $1,921,000
Number of returns with taxable income 1,000
Taxable income amount $99,951,000
Number of returns with income tax before credits 1,000
Income tax before credits amount $17,210,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $86,000
Number of returns with total tax credits 410
Total tax credits amount $526,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $18,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $53,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $70,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 200
Child tax credit amount $244,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $37,000
Number of returns with self-employment tax 190
Self-employment tax amount $1,234,000
Number of returns with total tax payments 990
Total tax payments amount $18,416,000
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 60
Refundable education credit amount $44,000
Number of returns with income tax 990
Income tax amount [10] $16,684,000
Number of returns with tax liability 1,000
Total tax liability amount [11] $18,064,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 400
Tax due at time of filing amount [12] $2,439,000
Number of returns with overpayments refunded 550
Overpayments refunded amount [13] $2,477,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $282,000

Adjusted Gross Income: $200,000 or more

Number of returns 330
Number of single returns 50
Number of joint returns 270
Number of head of household returns 0
Number of returns with paid preparer's signature 270
Number of exemptions 860
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] 0
Number of elderly returns [4] 110
Adjust gross income (AGI) [5] $127,696,000
Number of returns with total income 330
Salaries and wages amount $130,314,000
Number of returns with salaries and wages 280
Salaries and wages amount $70,825
Number of returns with taxable interest 280
Taxable interest amount $1,024
Number of returns with ordinary dividends 190
Ordinary dividends amount $2,452,000
Number of returns with qualified dividends 170
Qualified dividends amount [6] $1,907
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $617
Number of returns with business or professional net income (less loss) 120
Business or professional net income (less loss) amount $6,587,000
Number of returns with net capital gain (less loss) 210
Net capital gain (less loss) amount $17,527,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $2,212,000
Number of returns with taxable pensions and annuities 90
Taxable pensions and annuities amount $7,169,000
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 70
Taxable Social Security benefits amount $1,443,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $15,938,000
Number of returns with total statutory adjustments 140
Total statutory adjustments amount $2,618,000
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 $872,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $587,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 320
Total itemized deductions amount $17,363,000
Amount of AGI for itemized returns $124,254,000
Number of returns with State and local income taxes 310
State and local income taxes amount $9,470,000
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 290
Real estate taxes amount $2,235,000
Number of returns with taxes paid 320
Taxes paid amount $11,959,000
Number of returns with mortgage interest paid 260
Mortgage interest paid amount $3,493,000
Number of returns with contributions 290
Contributions amount $1,406,000
Number of returns with taxable income 330
Taxable income amount $107,820,000
Number of returns with income tax before credits 330
Income tax before credits amount $28,259,000
Number of returns with alternative minimum tax 210
Alternative minimum tax amount $1,520,000
Number of returns with total tax credits 120
Total tax credits amount $279,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $98,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $13,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 80
Self-employment tax amount $712,000
Number of returns with total tax payments 330
Total tax payments amount $27,186,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 330
Income tax amount [10] $27,981,000
Number of returns with tax liability 330
Total tax liability amount [11] $29,478,000
Number of returns with net investment income tax 190
Net investment income tax $511,000
Number of returns with tax due at time of filing 180
Tax due at time of filing amount [12] $4,039,000
Number of returns with overpayments refunded 100
Overpayments refunded amount [13] $949,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $749,000

[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.