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ZIP Code Database - Facts & Stats

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ZIP Code 97801 Income Tax Stats

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

ZIP Code 97801 Data

Zip Code:97801
City:Pendleton
State:OR [Oregon]
Counties: UMATILLA, OR
City Alias(es):Pendleton
Area Code:541
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


97801 Income Tax Overview

Total Number of Tax Returns for ZIP Code 97801 [1] 9,220
Total Number of Single Tax Returns for ZIP Code 97801 3,200
Total Number of Joint Tax Returns for ZIP Code 97801 3,350
Total Number of Dependents for ZIP Code 97801 5,480
Total Adjusted Gross Income for ZIP Code 97801 $493,424,000
Average Income per Person for ZIP Code 97801 $22,928
Average Income per Household for ZIP Code 97801 $53,517

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 3,230
Number of single returns 2,230
Number of joint returns 350
Number of head of household returns 600
Number of returns with paid preparer's signature 1,300
Number of exemptions 4,400
Number of dependents 1,320
Total number of volunteer prepared returns [5] 80
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 80
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 720
Number of elderly returns [4] 640
Adjust gross income (AGI) [5] $41,392,000
Number of returns with total income 3,230
Salaries and wages amount $41,953,000
Number of returns with salaries and wages 2,680
Salaries and wages amount $33,472
Number of returns with taxable interest 380
Taxable interest amount $283
Number of returns with ordinary dividends 200
Ordinary dividends amount $368,000
Number of returns with qualified dividends 170
Qualified dividends amount [6] $215
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $40
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $1,176,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $237,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $1,247,000
Number of returns with taxable pensions and annuities 370
Taxable pensions and annuities amount $3,504,000
Number of farm returns 30
Number of returns with unemployment compensation 150
Unemployment compensation amount [7] $479,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $289,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $30,000
Number of returns with total statutory adjustments 330
Total statutory adjustments amount $561,000
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 $126,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 90
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 210
Total itemized deductions amount $3,255,000
Amount of AGI for itemized returns $3,014,000
Number of returns with State and local income taxes 140
State and local income taxes amount $216,000
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 170
Real estate taxes amount $444,000
Number of returns with taxes paid 190
Taxes paid amount $703,000
Number of returns with mortgage interest paid 100
Mortgage interest paid amount $470,000
Number of returns with contributions 140
Contributions amount $309,000
Number of returns with taxable income 1,480
Taxable income amount $9,172,000
Number of returns with income tax before credits 1,470
Income tax before credits amount $966,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 420
Total tax credits amount $134,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $56,000
Number of returns with retirement savings contribution credit 200
Retirement savings contribution credit amount $32,000
Number of returns with child tax credit 120
Child tax credit amount $38,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 200
Self-employment tax amount $279,000
Number of returns with total tax payments 2,920
Total tax payments amount $6,398,000
Number of returns with earned income credit 1,130
Earned income credit amount [8] $2,632,000
Number of returns with excess earned income credit 1,020
Excess earned income credit (refundable) amount [9] $2,477,000
Number of returns with additional child tax credit 640
Additional child tax credit amount $730,000
Number of returns with refundable education credit 110
Refundable education credit amount $89,000
Number of returns with income tax 1,230
Income tax amount [10] $832,000
Number of returns with tax liability 1,440
Total tax liability amount [11] $1,181,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 250
Tax due at time of filing amount [12] $184,000
Number of returns with overpayments refunded 2,770
Overpayments refunded amount [13] $5,371,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 2,440
Number of single returns 1,320
Number of joint returns 540
Number of head of household returns 530
Number of returns with paid preparer's signature 1,120
Number of exemptions 4,470
Number of dependents 1,490
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] 570
Number of elderly returns [4] 510
Adjust gross income (AGI) [5] $88,075,000
Number of returns with total income 2,440
Salaries and wages amount $89,060,000
Number of returns with salaries and wages 2,160
Salaries and wages amount $72,960
Number of returns with taxable interest 360
Taxable interest amount $257
Number of returns with ordinary dividends 190
Ordinary dividends amount $475,000
Number of returns with qualified dividends 170
Qualified dividends amount [6] $279
Number of returns with state and local income tax refunds 210
State and local income tax refunds amount $158
Number of returns with business or professional net income (less loss) 180
Business or professional net income (less loss) amount $1,747,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $430,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $1,705,000
Number of returns with taxable pensions and annuities 380
Taxable pensions and annuities amount $6,548,000
Number of farm returns 40
Number of returns with unemployment compensation 190
Unemployment compensation amount [7] $634,000
Number of returns with taxable Social Security benefits 360
Taxable Social Security benefits amount $2,538,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $235,000
Number of returns with total statutory adjustments 440
Total statutory adjustments amount $985,000
Number of returns with educator expenses 30
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 $211,000
Number of returns with IRA payments 70
IRA payments amount $220,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $218,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $50,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $98,000
Number of returns with itemized deductions 410
Total itemized deductions amount $6,034,000
Amount of AGI for itemized returns $15,969,000
Number of returns with State and local income taxes 380
State and local income taxes amount $909,000
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 330
Real estate taxes amount $858,000
Number of returns with taxes paid 400
Taxes paid amount $1,792,000
Number of returns with mortgage interest paid 270
Mortgage interest paid amount $1,242,000
Number of returns with contributions 230
Contributions amount $619,000
Number of returns with taxable income 2,370
Taxable income amount $46,935,000
Number of returns with income tax before credits 2,360
Income tax before credits amount $5,786,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,010
Total tax credits amount $806,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $61,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $101,000
Number of returns with retirement savings contribution credit 460
Retirement savings contribution credit amount $80,000
Number of returns with child tax credit 570
Child tax credit amount $552,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 140
Self-employment tax amount $379,000
Number of returns with total tax payments 2,390
Total tax payments amount $10,085,000
Number of returns with earned income credit 600
Earned income credit amount [8] $1,189,000
Number of returns with excess earned income credit 490
Excess earned income credit (refundable) amount [9] $1,022,000
Number of returns with additional child tax credit 380
Additional child tax credit amount $591,000
Number of returns with refundable education credit 70
Refundable education credit amount $61,000
Number of returns with income tax 2,000
Income tax amount [10] $4,979,000
Number of returns with tax liability 2,060
Total tax liability amount [11] $5,485,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 370
Tax due at time of filing amount [12] $492,000
Number of returns with overpayments refunded 2,040
Overpayments refunded amount [13] $5,012,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $82,000

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

Number of returns 1,360
Number of single returns 520
Number of joint returns 680
Number of head of household returns 140
Number of returns with paid preparer's signature 740
Number of exemptions 2,930
Number of dependents 900
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] 190
Number of elderly returns [4] 470
Adjust gross income (AGI) [5] $83,425,000
Number of returns with total income 1,360
Salaries and wages amount $84,449,000
Number of returns with salaries and wages 1,100
Salaries and wages amount $59,591
Number of returns with taxable interest 380
Taxable interest amount $499
Number of returns with ordinary dividends 200
Ordinary dividends amount $567,000
Number of returns with qualified dividends 190
Qualified dividends amount [6] $384
Number of returns with state and local income tax refunds 340
State and local income tax refunds amount $289
Number of returns with business or professional net income (less loss) 180
Business or professional net income (less loss) amount $1,842,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $951,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $2,248,000
Number of returns with taxable pensions and annuities 380
Taxable pensions and annuities amount $10,649,000
Number of farm returns 40
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $361,000
Number of returns with taxable Social Security benefits 360
Taxable Social Security benefits amount $5,490,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $646,000
Number of returns with total statutory adjustments 380
Total statutory adjustments amount $1,024,000
Number of returns with educator expenses 30
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 40
Self-employment health insurance deduction amount $242,000
Number of returns with IRA payments 30
IRA payments amount $157,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $178,000
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 540
Total itemized deductions amount $8,929,000
Amount of AGI for itemized returns $33,934,000
Number of returns with State and local income taxes 510
State and local income taxes amount $1,953,000
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 470
Real estate taxes amount $1,185,000
Number of returns with taxes paid 530
Taxes paid amount $3,196,000
Number of returns with mortgage interest paid 390
Mortgage interest paid amount $1,953,000
Number of returns with contributions 350
Contributions amount $1,208,000
Number of returns with taxable income 1,350
Taxable income amount $54,037,000
Number of returns with income tax before credits 1,350
Income tax before credits amount $7,545,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 510
Total tax credits amount $742,000
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 $31,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $90,000
Number of returns with retirement savings contribution credit 110
Retirement savings contribution credit amount $17,000
Number of returns with child tax credit 360
Child tax credit amount $579,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $41,000
Number of returns with self-employment tax 140
Self-employment tax amount $391,000
Number of returns with total tax payments 1,340
Total tax payments amount $8,817,000
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 60
Additional child tax credit amount $86,000
Number of returns with refundable education credit 50
Refundable education credit amount $48,000
Number of returns with income tax 1,290
Income tax amount [10] $6,803,000
Number of returns with tax liability 1,300
Total tax liability amount [11] $7,266,000
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] $877,000
Number of returns with overpayments refunded 940
Overpayments refunded amount [13] $2,314,000
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 880
Number of single returns 170
Number of joint returns 640
Number of head of household returns 60
Number of returns with paid preparer's signature 530
Number of exemptions 2,200
Number of dependents 690
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] 330
Adjust gross income (AGI) [5] $75,820,000
Number of returns with total income 880
Salaries and wages amount $76,820,000
Number of returns with salaries and wages 730
Salaries and wages amount $53,625
Number of returns with taxable interest 350
Taxable interest amount $564
Number of returns with ordinary dividends 170
Ordinary dividends amount $635,000
Number of returns with qualified dividends 160
Qualified dividends amount [6] $489
Number of returns with state and local income tax refunds 290
State and local income tax refunds amount $305
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $1,872,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $894,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $2,062,000
Number of returns with taxable pensions and annuities 280
Taxable pensions and annuities amount $10,016,000
Number of farm returns 30
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $196,000
Number of returns with taxable Social Security benefits 250
Taxable Social Security benefits amount $4,683,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $573,000
Number of returns with total statutory adjustments 270
Total statutory adjustments amount $1,000,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
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 $237,000
Number of returns with IRA payments 40
IRA payments amount $205,000
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $138,000
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 490
Total itemized deductions amount $9,006,000
Amount of AGI for itemized returns $42,462,000
Number of returns with State and local income taxes 470
State and local income taxes amount $2,520,000
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 430
Real estate taxes amount $1,305,000
Number of returns with taxes paid 480
Taxes paid amount $3,884,000
Number of returns with mortgage interest paid 360
Mortgage interest paid amount $1,991,000
Number of returns with contributions 350
Contributions amount $1,433,000
Number of returns with taxable income 880
Taxable income amount $53,081,000
Number of returns with income tax before credits 870
Income tax before credits amount $7,690,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 350
Total tax credits amount $624,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $36,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $78,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 260
Child tax credit amount $473,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 110
Self-employment tax amount $375,000
Number of returns with total tax payments 860
Total tax payments amount $8,467,000
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 50
Refundable education credit amount $42,000
Number of returns with income tax 870
Income tax amount [10] $7,067,000
Number of returns with tax liability 870
Total tax liability amount [11] $7,513,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 260
Tax due at time of filing amount [12] $771,000
Number of returns with overpayments refunded 590
Overpayments refunded amount [13] $1,665,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $51,000

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

Number of returns 1,140
Number of single returns 130
Number of joint returns 990
Number of head of household returns 30
Number of returns with paid preparer's signature 730
Number of exemptions 3,090
Number of dependents 960
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] 440
Adjust gross income (AGI) [5] $149,532,000
Number of returns with total income 1,140
Salaries and wages amount $151,632,000
Number of returns with salaries and wages 950
Salaries and wages amount $99,675
Number of returns with taxable interest 570
Taxable interest amount $940
Number of returns with ordinary dividends 350
Ordinary dividends amount $1,616,000
Number of returns with qualified dividends 320
Qualified dividends amount [6] $1,269
Number of returns with state and local income tax refunds 510
State and local income tax refunds amount $611
Number of returns with business or professional net income (less loss) 200
Business or professional net income (less loss) amount $4,207,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $3,852,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $4,834,000
Number of returns with taxable pensions and annuities 400
Taxable pensions and annuities amount $19,993,000
Number of farm returns 110
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $179,000
Number of returns with taxable Social Security benefits 330
Taxable Social Security benefits amount $7,611,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $4,130,000
Number of returns with total statutory adjustments 450
Total statutory adjustments amount $2,100,000
Number of returns with educator expenses 110
Educator expenses amount $28,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $395,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $455,000
Number of returns with IRA payments 40
IRA payments amount $307,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $176,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $52,000
Returns with domestic production activities deduction 50
Domestic production activities deduction amount $323,000
Number of returns with itemized deductions 940
Total itemized deductions amount $21,926,000
Amount of AGI for itemized returns $124,962,000
Number of returns with State and local income taxes 920
State and local income taxes amount $8,351,000
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 870
Real estate taxes amount $3,056,000
Number of returns with taxes paid 930
Taxes paid amount $11,496,000
Number of returns with mortgage interest paid 740
Mortgage interest paid amount $4,510,000
Number of returns with contributions 750
Contributions amount $2,960,000
Number of returns with taxable income 1,140
Taxable income amount $112,498,000
Number of returns with income tax before credits 1,130
Income tax before credits amount $18,667,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 460
Total tax credits amount $627,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $12,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $59,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $129,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 240
Child tax credit amount $358,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 180
Self-employment tax amount $991,000
Number of returns with total tax payments 1,120
Total tax payments amount $18,998,000
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 90
Refundable education credit amount $81,000
Number of returns with income tax 1,130
Income tax amount [10] $18,040,000
Number of returns with tax liability 1,140
Total tax liability amount [11] $19,151,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 510
Tax due at time of filing amount [12] $2,567,000
Number of returns with overpayments refunded 580
Overpayments refunded amount [13] $2,101,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $283,000

Adjusted Gross Income: $200,000 or more

Number of returns 170
Number of single returns 0
Number of joint returns 150
Number of head of household returns 0
Number of returns with paid preparer's signature 150
Number of exemptions 440
Number of dependents 120
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] 100
Adjust gross income (AGI) [5] $55,180,000
Number of returns with total income 170
Salaries and wages amount $57,601,000
Number of returns with salaries and wages 130
Salaries and wages amount $22,103
Number of returns with taxable interest 140
Taxable interest amount $407
Number of returns with ordinary dividends 90
Ordinary dividends amount $1,606,000
Number of returns with qualified dividends 90
Qualified dividends amount [6] $1,404
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $144
Number of returns with business or professional net income (less loss) 60
Business or professional net income (less loss) amount $4,923,000
Number of returns with net capital gain (less loss) 110
Net capital gain (less loss) amount $3,866,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $1,875,000
Number of returns with taxable pensions and annuities 50
Taxable pensions and annuities amount $3,588,000
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 60
Taxable Social Security benefits amount $1,675,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $14,532,000
Number of returns with total statutory adjustments 100
Total statutory adjustments amount $2,421,000
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 $990,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $433,000
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 160
Total itemized deductions amount $9,945,000
Amount of AGI for itemized returns $52,262,000
Number of returns with State and local income taxes 160
State and local income taxes amount $4,639,000
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 150
Real estate taxes amount $909,000
Number of returns with taxes paid 160
Taxes paid amount $5,556,000
Number of returns with mortgage interest paid 110
Mortgage interest paid amount $847,000
Number of returns with contributions 150
Contributions amount $1,872,000
Number of returns with taxable income 170
Taxable income amount $43,835,000
Number of returns with income tax before credits 170
Income tax before credits amount $10,948,000
Number of returns with alternative minimum tax 120
Alternative minimum tax amount $814,000
Number of returns with total tax credits 70
Total tax credits amount $36,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 70
Self-employment tax amount $988,000
Number of returns with total tax payments 170
Total tax payments amount $11,192,000
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 170
Income tax amount [10] $10,912,000
Number of returns with tax liability 170
Total tax liability amount [11] $12,139,000
Number of returns with net investment income tax 80
Net investment income tax $119,000
Number of returns with tax due at time of filing 100
Tax due at time of filing amount [12] $2,180,000
Number of returns with overpayments refunded 40
Overpayments refunded amount [13] $314,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $298,000

[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.