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ZIP Code Database - Facts & Stats

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ZIP Code 97487 Income Tax Stats

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

ZIP Code 97487 Data

Zip Code:97487
City:Veneta
State:OR [Oregon]
Counties: LANE, OR
City Alias(es):Veneta
Area Code:541 / 458
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


97487 Income Tax Overview

Total Number of Tax Returns for ZIP Code 97487 [1] 3,990
Total Number of Single Tax Returns for ZIP Code 97487 1,730
Total Number of Joint Tax Returns for ZIP Code 97487 1,800
Total Number of Dependents for ZIP Code 97487 2,330
Total Adjusted Gross Income for ZIP Code 97487 $223,316,000
Average Income per Person for ZIP Code 97487 $26,431
Average Income per Household for ZIP Code 97487 $55,969

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 1,320
Number of single returns 870
Number of joint returns 240
Number of head of household returns 190
Number of returns with paid preparer's signature 470
Number of exemptions 1,900
Number of dependents 470
Total number of volunteer prepared returns [5] 100
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 100
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 220
Number of elderly returns [4] 400
Adjust gross income (AGI) [5] $16,603,000
Number of returns with total income 1,320
Salaries and wages amount $16,918,000
Number of returns with salaries and wages 930
Salaries and wages amount $11,570
Number of returns with taxable interest 240
Taxable interest amount $143
Number of returns with ordinary dividends 120
Ordinary dividends amount $177,000
Number of returns with qualified dividends 100
Qualified dividends amount [6] $114
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $40
Number of returns with business or professional net income (less loss) 200
Business or professional net income (less loss) amount $1,441,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $138,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $830,000
Number of returns with taxable pensions and annuities 220
Taxable pensions and annuities amount $2,069,000
Number of farm returns 20
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $161,000
Number of returns with taxable Social Security benefits 80
Taxable Social Security benefits amount $130,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $80,000
Number of returns with total statutory adjustments 250
Total statutory adjustments amount $315,000
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 $50,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 50
Student loan interest deduction amount $35,000
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 160
Total itemized deductions amount $2,298,000
Amount of AGI for itemized returns $2,170,000
Number of returns with State and local income taxes 100
State and local income taxes amount $112,000
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 130
Real estate taxes amount $365,000
Number of returns with taxes paid 150
Taxes paid amount $502,000
Number of returns with mortgage interest paid 110
Mortgage interest paid amount $699,000
Number of returns with contributions 100
Contributions amount $153,000
Number of returns with taxable income 540
Taxable income amount $3,255,000
Number of returns with income tax before credits 540
Income tax before credits amount $353,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 110
Total tax credits amount $35,000
Number of returns with foreign tax credit 20
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 40
Nonrefundable education credit amount $18,000
Number of returns with retirement savings contribution credit 40
Retirement savings contribution credit amount $7,000
Number of returns with child tax credit 20
Child tax credit amount $7,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 180
Self-employment tax amount $244,000
Number of returns with total tax payments 1,140
Total tax payments amount $2,341,000
Number of returns with earned income credit 460
Earned income credit amount [8] $997,000
Number of returns with excess earned income credit 380
Excess earned income credit (refundable) amount [9] $876,000
Number of returns with additional child tax credit 210
Additional child tax credit amount $264,000
Number of returns with refundable education credit 40
Refundable education credit amount $28,000
Number of returns with income tax 470
Income tax amount [10] $318,000
Number of returns with tax liability 630
Total tax liability amount [11] $588,000
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] $134,000
Number of returns with overpayments refunded 1,030
Overpayments refunded amount [13] $1,858,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $28,000

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

Number of returns 990
Number of single returns 490
Number of joint returns 310
Number of head of household returns 160
Number of returns with paid preparer's signature 380
Number of exemptions 1,910
Number of dependents 620
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 70
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 200
Number of elderly returns [4] 250
Adjust gross income (AGI) [5] $36,319,000
Number of returns with total income 990
Salaries and wages amount $36,763,000
Number of returns with salaries and wages 820
Salaries and wages amount $28,300
Number of returns with taxable interest 220
Taxable interest amount $188
Number of returns with ordinary dividends 100
Ordinary dividends amount $267,000
Number of returns with qualified dividends 90
Qualified dividends amount [6] $177
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $128
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $1,285,000
Number of returns with net capital gain (less loss) 90
Net capital gain (less loss) amount $315,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $1,132,000
Number of returns with taxable pensions and annuities 170
Taxable pensions and annuities amount $2,977,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $317,000
Number of returns with taxable Social Security benefits 200
Taxable Social Security benefits amount $1,287,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $151,000
Number of returns with total statutory adjustments 200
Total statutory adjustments amount $444,000
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 $96,000
Number of returns with IRA payments 30
IRA payments amount $142,000
Number of returns with student loan interest deduction 90
Student loan interest deduction amount $79,000
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 270
Total itemized deductions amount $4,006,000
Amount of AGI for itemized returns $10,701,000
Number of returns with State and local income taxes 250
State and local income taxes amount $560,000
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 230
Real estate taxes amount $656,000
Number of returns with taxes paid 270
Taxes paid amount $1,234,000
Number of returns with mortgage interest paid 210
Mortgage interest paid amount $1,302,000
Number of returns with contributions 160
Contributions amount $306,000
Number of returns with taxable income 950
Taxable income amount $18,346,000
Number of returns with income tax before credits 940
Income tax before credits amount $2,249,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 370
Total tax credits amount $290,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $18,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $36,000
Number of returns with retirement savings contribution credit 160
Retirement savings contribution credit amount $28,000
Number of returns with child tax credit 210
Child tax credit amount $202,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 90
Self-employment tax amount $233,000
Number of returns with total tax payments 950
Total tax payments amount $3,874,000
Number of returns with earned income credit 230
Earned income credit amount [8] $473,000
Number of returns with excess earned income credit 190
Excess earned income credit (refundable) amount [9] $381,000
Number of returns with additional child tax credit 160
Additional child tax credit amount $234,000
Number of returns with refundable education credit 30
Refundable education credit amount $21,000
Number of returns with income tax 790
Income tax amount [10] $1,959,000
Number of returns with tax liability 840
Total tax liability amount [11] $2,238,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 170
Tax due at time of filing amount [12] $264,000
Number of returns with overpayments refunded 800
Overpayments refunded amount [13] $1,826,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 680
Number of single returns 190
Number of joint returns 400
Number of head of household returns 60
Number of returns with paid preparer's signature 310
Number of exemptions 1,610
Number of dependents 520
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 100
Number of elderly returns [4] 190
Adjust gross income (AGI) [5] $42,045,000
Number of returns with total income 680
Salaries and wages amount $42,563,000
Number of returns with salaries and wages 580
Salaries and wages amount $32,585
Number of returns with taxable interest 220
Taxable interest amount $184
Number of returns with ordinary dividends 90
Ordinary dividends amount $351,000
Number of returns with qualified dividends 80
Qualified dividends amount [6] $225
Number of returns with state and local income tax refunds 200
State and local income tax refunds amount $193
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $1,070,000
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $475,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $1,028,000
Number of returns with taxable pensions and annuities 150
Taxable pensions and annuities amount $3,561,000
Number of farm returns 30
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $268,000
Number of returns with taxable Social Security benefits 150
Taxable Social Security benefits amount $2,214,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $314,000
Number of returns with total statutory adjustments 200
Total statutory adjustments amount $518,000
Number of returns with educator expenses 40
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 30
Self-employment health insurance deduction amount $147,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 100
Student loan interest deduction amount $105,000
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 350
Total itemized deductions amount $5,958,000
Amount of AGI for itemized returns $21,979,000
Number of returns with State and local income taxes 330
State and local income taxes amount $1,249,000
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 320
Real estate taxes amount $944,000
Number of returns with taxes paid 350
Taxes paid amount $2,225,000
Number of returns with mortgage interest paid 310
Mortgage interest paid amount $2,157,000
Number of returns with contributions 210
Contributions amount $464,000
Number of returns with taxable income 680
Taxable income amount $25,923,000
Number of returns with income tax before credits 680
Income tax before credits amount $3,517,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 290
Total tax credits amount $418,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $20,000
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $27,000
Number of returns with retirement savings contribution credit 80
Retirement savings contribution credit amount $13,000
Number of returns with child tax credit 210
Child tax credit amount $350,000
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 $198,000
Number of returns with total tax payments 670
Total tax payments amount $4,250,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 40
Additional child tax credit amount $77,000
Number of returns with refundable education credit 30
Refundable education credit amount $29,000
Number of returns with income tax 640
Income tax amount [10] $3,099,000
Number of returns with tax liability 650
Total tax liability amount [11] $3,363,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 170
Tax due at time of filing amount [12] $410,000
Number of returns with overpayments refunded 490
Overpayments refunded amount [13] $1,257,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $34,000

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

Number of returns 450
Number of single returns 70
Number of joint returns 360
Number of head of household returns 30
Number of returns with paid preparer's signature 210
Number of exemptions 1,110
Number of dependents 300
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] 130
Adjust gross income (AGI) [5] $39,042,000
Number of returns with total income 450
Salaries and wages amount $39,450,000
Number of returns with salaries and wages 390
Salaries and wages amount $29,619
Number of returns with taxable interest 180
Taxable interest amount $196
Number of returns with ordinary dividends 70
Ordinary dividends amount $306,000
Number of returns with qualified dividends 70
Qualified dividends amount [6] $233
Number of returns with state and local income tax refunds 180
State and local income tax refunds amount $187
Number of returns with business or professional net income (less loss) 70
Business or professional net income (less loss) amount $1,074,000
Number of returns with net capital gain (less loss) 70
Net capital gain (less loss) amount $507,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $1,327,000
Number of returns with taxable pensions and annuities 110
Taxable pensions and annuities amount $3,427,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $153,000
Number of returns with taxable Social Security benefits 110
Taxable Social Security benefits amount $2,201,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $257,000
Number of returns with total statutory adjustments 140
Total statutory adjustments amount $408,000
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 $214,000
Number of returns with IRA payments 30
IRA payments amount $137,000
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $85,000
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 320
Total itemized deductions amount $6,496,000
Amount of AGI for itemized returns $28,397,000
Number of returns with State and local income taxes 320
State and local income taxes amount $1,756,000
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 300
Real estate taxes amount $1,100,000
Number of returns with taxes paid 320
Taxes paid amount $2,873,000
Number of returns with mortgage interest paid 290
Mortgage interest paid amount $2,143,000
Number of returns with contributions 230
Contributions amount $538,000
Number of returns with taxable income 450
Taxable income amount $26,637,000
Number of returns with income tax before credits 450
Income tax before credits amount $3,814,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 170
Total tax credits amount $280,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $16,000
Number of returns with nonrefundable education credit 20
Nonrefundable education credit amount $32,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 130
Child tax credit amount $219,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 50
Self-employment tax amount $174,000
Number of returns with total tax payments 450
Total tax payments amount $4,196,000
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 440
Income tax amount [10] $3,534,000
Number of returns with tax liability 440
Total tax liability amount [11] $3,760,000
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] $433,000
Number of returns with overpayments refunded 280
Overpayments refunded amount [13] $852,000
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 470
Number of single returns 50
Number of joint returns 420
Number of head of household returns 0
Number of returns with paid preparer's signature 260
Number of exemptions 1,270
Number of dependents 370
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 30
Number of elderly returns [4] 150
Adjust gross income (AGI) [5] $60,615,000
Number of returns with total income 470
Salaries and wages amount $61,183,000
Number of returns with salaries and wages 410
Salaries and wages amount $44,606
Number of returns with taxable interest 260
Taxable interest amount $371
Number of returns with ordinary dividends 120
Ordinary dividends amount $698,000
Number of returns with qualified dividends 110
Qualified dividends amount [6] $513
Number of returns with state and local income tax refunds 230
State and local income tax refunds amount $301
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $2,088,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $2,300,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $2,889,000
Number of returns with taxable pensions and annuities 150
Taxable pensions and annuities amount $6,478,000
Number of farm returns 30
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $146,000
Number of returns with taxable Social Security benefits 110
Taxable Social Security benefits amount $2,558,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $1,213,000
Number of returns with total statutory adjustments 160
Total statutory adjustments amount $568,000
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 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 70
Student loan interest deduction amount $73,000
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 400
Total itemized deductions amount $9,837,000
Amount of AGI for itemized returns $52,239,000
Number of returns with State and local income taxes 390
State and local income taxes amount $3,409,000
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 380
Real estate taxes amount $1,327,000
Number of returns with taxes paid 400
Taxes paid amount $4,805,000
Number of returns with mortgage interest paid 350
Mortgage interest paid amount $2,921,000
Number of returns with contributions 320
Contributions amount $957,000
Number of returns with taxable income 470
Taxable income amount $44,743,000
Number of returns with income tax before credits 470
Income tax before credits amount $7,187,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 190
Total tax credits amount $244,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $15,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $26,000
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $31,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 110
Child tax credit amount $145,000
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 $351,000
Number of returns with total tax payments 470
Total tax payments amount $7,291,000
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 $19,000
Number of returns with income tax 470
Income tax amount [10] $6,943,000
Number of returns with tax liability 470
Total tax liability amount [11] $7,241,000
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] $949,000
Number of returns with overpayments refunded 250
Overpayments refunded amount [13] $916,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $388,000

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 50
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] 30
Adjust gross income (AGI) [5] $28,692,000
Number of returns with total income 80
Salaries and wages amount $29,508,000
Number of returns with salaries and wages 60
Salaries and wages amount $9,680
Number of returns with taxable interest 70
Taxable interest amount $353
Number of returns with ordinary dividends 30
Ordinary dividends amount $494,000
Number of returns with qualified dividends 30
Qualified dividends amount [6] $385
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $167
Number of returns with business or professional net income (less loss) 0
Business or professional net income (less loss) amount $0
Number of returns with net capital gain (less loss) 40
Net capital gain (less loss) amount $4,414,000
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 20
Taxable Social Security benefits amount $449,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $8,405,000
Number of returns with total statutory adjustments 40
Total statutory adjustments amount $816,000
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 $209,000
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 80
Total itemized deductions amount $4,728,000
Amount of AGI for itemized returns $28,424,000
Number of returns with State and local income taxes 80
State and local income taxes amount $2,970,000
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 80
Real estate taxes amount $387,000
Number of returns with taxes paid 80
Taxes paid amount $3,363,000
Number of returns with mortgage interest paid 60
Mortgage interest paid amount $645,000
Number of returns with contributions 70
Contributions amount $351,000
Number of returns with taxable income 80
Taxable income amount $23,346,000
Number of returns with income tax before credits 80
Income tax before credits amount $5,987,000
Number of returns with alternative minimum tax 50
Alternative minimum tax amount $474,000
Number of returns with total tax credits 30
Total tax credits amount $58,000
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 0
Self-employment tax amount $0
Number of returns with total tax payments 80
Total tax payments amount $5,937,000
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] $5,859,000
Number of returns with tax liability 80
Total tax liability amount [11] $6,166,000
Number of returns with net investment income tax 40
Net investment income tax $51,000
Number of returns with tax due at time of filing 40
Tax due at time of filing amount [12] $1,005,000
Number of returns with overpayments refunded 30
Overpayments refunded amount [13] $433,000
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.