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ZIP Code Database - Facts & Stats

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ZIP Code 98275 Income Tax Stats

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

ZIP Code 98275 Data

Zip Code:98275
City:Mukilteo
State:WA [Washington]
Counties: SNOHOMISH, WA
City Alias(es):Mukilteo
Area Code:425
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


98275 Income Tax Overview

Total Number of Tax Returns for ZIP Code 98275 [1] 11,120
Total Number of Single Tax Returns for ZIP Code 98275 3,910
Total Number of Joint Tax Returns for ZIP Code 98275 5,030
Total Number of Dependents for ZIP Code 98275 6,150
Total Adjusted Gross Income for ZIP Code 98275 $1,214,995,000
Average Income per Person for ZIP Code 98275 $59,982
Average Income per Household for ZIP Code 98275 $109,262

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 2,390
Number of single returns 1,950
Number of joint returns 270
Number of head of household returns 140
Number of returns with paid preparer's signature 810
Number of exemptions 2,310
Number of dependents 460
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 160
Number of elderly returns [4] 440
Adjust gross income (AGI) [5] $27,090,000
Number of returns with total income 2,390
Salaries and wages amount $27,725,000
Number of returns with salaries and wages 1,850
Salaries and wages amount $21,822
Number of returns with taxable interest 580
Taxable interest amount $309
Number of returns with ordinary dividends 340
Ordinary dividends amount $633,000
Number of returns with qualified dividends 310
Qualified dividends amount [6] $412
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 310
Business or professional net income (less loss) amount $2,200,000
Number of returns with net capital gain (less loss) 290
Net capital gain (less loss) amount $334,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $785,000
Number of returns with taxable pensions and annuities 240
Taxable pensions and annuities amount $2,225,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $178,000
Number of returns with taxable Social Security benefits 120
Taxable Social Security benefits amount $230,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount ($4,000)
Number of returns with total statutory adjustments 400
Total statutory adjustments amount $635,000
Number of returns with educator expenses 20
Educator expenses amount $4,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $122,000
Number of returns with IRA payments 20
IRA payments amount $91,000
Number of returns with student loan interest deduction 100
Student loan interest deduction amount $86,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $73,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 210
Total itemized deductions amount $4,229,000
Amount of AGI for itemized returns $2,873,000
Number of returns with State and local income taxes 0
State and local income taxes amount $0
Number of returns with State and local general sales tax 170
State and local general sales tax amount $194,000
Number of returns with real estate taxes 160
Real estate taxes amount $694,000
Number of returns with taxes paid 200
Taxes paid amount $974,000
Number of returns with mortgage interest paid 120
Mortgage interest paid amount $1,154,000
Number of returns with contributions 120
Contributions amount $192,000
Number of returns with taxable income 1,150
Taxable income amount $7,123,000
Number of returns with income tax before credits 1,120
Income tax before credits amount $748,000
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 $117,000
Number of returns with foreign tax credit 30
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 140
Nonrefundable education credit amount $83,000
Number of returns with retirement savings contribution credit 90
Retirement savings contribution credit amount $14,000
Number of returns with child tax credit 30
Child tax credit amount $14,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 260
Self-employment tax amount $383,000
Number of returns with total tax payments 2,060
Total tax payments amount $3,334,000
Number of returns with earned income credit 470
Earned income credit amount [8] $886,000
Number of returns with excess earned income credit 380
Excess earned income credit (refundable) amount [9] $736,000
Number of returns with additional child tax credit 190
Additional child tax credit amount $214,000
Number of returns with refundable education credit 140
Refundable education credit amount $122,000
Number of returns with income tax 960
Income tax amount [10] $630,000
Number of returns with tax liability 1,160
Total tax liability amount [11] $1,056,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 230
Tax due at time of filing amount [12] $225,000
Number of returns with overpayments refunded 1,910
Overpayments refunded amount [13] $2,472,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $24,000

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

Number of returns 1,860
Number of single returns 1,240
Number of joint returns 360
Number of head of household returns 240
Number of returns with paid preparer's signature 640
Number of exemptions 2,910
Number of dependents 720
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] 250
Number of elderly returns [4] 390
Adjust gross income (AGI) [5] $69,593,000
Number of returns with total income 1,860
Salaries and wages amount $70,730,000
Number of returns with salaries and wages 1,560
Salaries and wages amount $54,836
Number of returns with taxable interest 480
Taxable interest amount $322
Number of returns with ordinary dividends 290
Ordinary dividends amount $812,000
Number of returns with qualified dividends 260
Qualified dividends amount [6] $502
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $2,691,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $767,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $2,004,000
Number of returns with taxable pensions and annuities 300
Taxable pensions and annuities amount $5,138,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $511,000
Number of returns with taxable Social Security benefits 290
Taxable Social Security benefits amount $2,280,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $612,000
Number of returns with total statutory adjustments 470
Total statutory adjustments amount $1,137,000
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 50
Self-employment health insurance deduction amount $274,000
Number of returns with IRA payments 50
IRA payments amount $181,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $207,000
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 340
Total itemized deductions amount $6,464,000
Amount of AGI for itemized returns $13,137,000
Number of returns with State and local income taxes 30
State and local income taxes amount $51,000
Number of returns with State and local general sales tax 280
State and local general sales tax amount $432,000
Number of returns with real estate taxes 270
Real estate taxes amount $1,048,000
Number of returns with taxes paid 330
Taxes paid amount $1,587,000
Number of returns with mortgage interest paid 210
Mortgage interest paid amount $1,797,000
Number of returns with contributions 240
Contributions amount $808,000
Number of returns with taxable income 1,790
Taxable income amount $39,873,000
Number of returns with income tax before credits 1,770
Income tax before credits amount $4,999,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 600
Total tax credits amount $488,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $35,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $149,000
Number of returns with retirement savings contribution credit 190
Retirement savings contribution credit amount $32,000
Number of returns with child tax credit 270
Child tax credit amount $257,000
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 $483,000
Number of returns with total tax payments 1,780
Total tax payments amount $7,798,000
Number of returns with earned income credit 270
Earned income credit amount [8] $495,000
Number of returns with excess earned income credit 190
Excess earned income credit (refundable) amount [9] $372,000
Number of returns with additional child tax credit 180
Additional child tax credit amount $233,000
Number of returns with refundable education credit 100
Refundable education credit amount $74,000
Number of returns with income tax 1,600
Income tax amount [10] $4,511,000
Number of returns with tax liability 1,660
Total tax liability amount [11] $5,073,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 330
Tax due at time of filing amount [12] $552,000
Number of returns with overpayments refunded 1,490
Overpayments refunded amount [13] $3,187,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $65,000

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

Number of returns 1,510
Number of single returns 830
Number of joint returns 470
Number of head of household returns 180
Number of returns with paid preparer's signature 600
Number of exemptions 2,670
Number of dependents 700
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] 160
Number of elderly returns [4] 430
Adjust gross income (AGI) [5] $93,840,000
Number of returns with total income 1,510
Salaries and wages amount $95,247,000
Number of returns with salaries and wages 1,240
Salaries and wages amount $68,936
Number of returns with taxable interest 590
Taxable interest amount $569
Number of returns with ordinary dividends 340
Ordinary dividends amount $1,584,000
Number of returns with qualified dividends 310
Qualified dividends amount [6] $1,087
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $13
Number of returns with business or professional net income (less loss) 200
Business or professional net income (less loss) amount $3,118,000
Number of returns with net capital gain (less loss) 310
Net capital gain (less loss) amount $1,538,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $3,355,000
Number of returns with taxable pensions and annuities 360
Taxable pensions and annuities amount $8,679,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $534,000
Number of returns with taxable Social Security benefits 330
Taxable Social Security benefits amount $5,271,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,253,000
Number of returns with total statutory adjustments 410
Total statutory adjustments amount $1,407,000
Number of returns with educator expenses 20
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $242,000
Number of returns with IRA payments 50
IRA payments amount $250,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $220,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $60,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 520
Total itemized deductions amount $11,601,000
Amount of AGI for itemized returns $33,369,000
Number of returns with State and local income taxes 20
State and local income taxes amount $65,000
Number of returns with State and local general sales tax 460
State and local general sales tax amount $927,000
Number of returns with real estate taxes 460
Real estate taxes amount $1,859,000
Number of returns with taxes paid 520
Taxes paid amount $2,977,000
Number of returns with mortgage interest paid 380
Mortgage interest paid amount $3,574,000
Number of returns with contributions 400
Contributions amount $1,167,000
Number of returns with taxable income 1,490
Taxable income amount $63,882,000
Number of returns with income tax before credits 1,480
Income tax before credits amount $9,347,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 500
Total tax credits amount $620,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $18,000
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 90
Nonrefundable education credit amount $105,000
Number of returns with retirement savings contribution credit 60
Retirement savings contribution credit amount $12,000
Number of returns with child tax credit 300
Child tax credit amount $433,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $14,000
Number of returns with self-employment tax 150
Self-employment tax amount $524,000
Number of returns with total tax payments 1,470
Total tax payments amount $11,234,000
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 $59,000
Number of returns with refundable education credit 60
Refundable education credit amount $49,000
Number of returns with income tax 1,450
Income tax amount [10] $8,727,000
Number of returns with tax liability 1,470
Total tax liability amount [11] $9,369,000
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] $1,018,000
Number of returns with overpayments refunded 1,070
Overpayments refunded amount [13] $2,741,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $74,000

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

Number of returns 1,230
Number of single returns 470
Number of joint returns 600
Number of head of household returns 130
Number of returns with paid preparer's signature 560
Number of exemptions 2,550
Number of dependents 720
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 110
Number of elderly returns [4] 430
Adjust gross income (AGI) [5] $107,070,000
Number of returns with total income 1,230
Salaries and wages amount $108,553,000
Number of returns with salaries and wages 990
Salaries and wages amount $77,523
Number of returns with taxable interest 620
Taxable interest amount $845
Number of returns with ordinary dividends 380
Ordinary dividends amount $1,778,000
Number of returns with qualified dividends 360
Qualified dividends amount [6] $1,229
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 180
Business or professional net income (less loss) amount $3,260,000
Number of returns with net capital gain (less loss) 320
Net capital gain (less loss) amount $1,567,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $4,970,000
Number of returns with taxable pensions and annuities 320
Taxable pensions and annuities amount $9,342,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $493,000
Number of returns with taxable Social Security benefits 300
Taxable Social Security benefits amount $6,525,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,478,000
Number of returns with total statutory adjustments 340
Total statutory adjustments amount $1,483,000
Number of returns with educator expenses 40
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $387,000
Number of returns with IRA payments 50
IRA payments amount $273,000
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $123,000
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 620
Total itemized deductions amount $13,051,000
Amount of AGI for itemized returns $54,314,000
Number of returns with State and local income taxes 20
State and local income taxes amount $88,000
Number of returns with State and local general sales tax 540
State and local general sales tax amount $1,244,000
Number of returns with real estate taxes 560
Real estate taxes amount $2,425,000
Number of returns with taxes paid 610
Taxes paid amount $3,975,000
Number of returns with mortgage interest paid 500
Mortgage interest paid amount $4,909,000
Number of returns with contributions 510
Contributions amount $1,534,000
Number of returns with taxable income 1,220
Taxable income amount $77,832,000
Number of returns with income tax before credits 1,220
Income tax before credits amount $12,298,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 480
Total tax credits amount $663,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $56,000
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 100
Nonrefundable education credit amount $130,000
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 $402,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 130
Self-employment tax amount $528,000
Number of returns with total tax payments 1,200
Total tax payments amount $13,644,000
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 70
Refundable education credit amount $68,000
Number of returns with income tax 1,210
Income tax amount [10] $11,635,000
Number of returns with tax liability 1,210
Total tax liability amount [11] $12,258,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 380
Tax due at time of filing amount [12] $1,241,000
Number of returns with overpayments refunded 810
Overpayments refunded amount [13] $2,477,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $122,000

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

Number of returns 2,770
Number of single returns 480
Number of joint returns 2,110
Number of head of household returns 160
Number of returns with paid preparer's signature 1,260
Number of exemptions 7,120
Number of dependents 2,240
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] 150
Number of elderly returns [4] 920
Adjust gross income (AGI) [5] $393,452,000
Number of returns with total income 2,770
Salaries and wages amount $398,323,000
Number of returns with salaries and wages 2,410
Salaries and wages amount $296,544
Number of returns with taxable interest 1,800
Taxable interest amount $1,805
Number of returns with ordinary dividends 1,230
Ordinary dividends amount $6,315,000
Number of returns with qualified dividends 1,150
Qualified dividends amount [6] $4,525
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $94
Number of returns with business or professional net income (less loss) 460
Business or professional net income (less loss) amount $10,918,000
Number of returns with net capital gain (less loss) 1,070
Net capital gain (less loss) amount $10,331,000
Number of returns with taxable individual retirement arrangements distributions 540
Taxable individual retirement arrangements distributions amount $14,809,000
Number of returns with taxable pensions and annuities 720
Taxable pensions and annuities amount $28,373,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $864,000
Number of returns with taxable Social Security benefits 570
Taxable Social Security benefits amount $14,491,000
Number of returns with partnership/S-corp net income (less loss) 310
Partnership/S-corp net income (less loss) amount $9,518,000
Number of returns with total statutory adjustments 860
Total statutory adjustments amount $4,871,000
Number of returns with educator expenses 130
Educator expenses amount $33,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $998,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $994,000
Number of returns with IRA payments 130
IRA payments amount $782,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $236,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $68,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,010
Total itemized deductions amount $52,193,000
Amount of AGI for itemized returns $291,024,000
Number of returns with State and local income taxes 90
State and local income taxes amount $541,000
Number of returns with State and local general sales tax 1,800
State and local general sales tax amount $5,825,000
Number of returns with real estate taxes 1,920
Real estate taxes amount $9,613,000
Number of returns with taxes paid 2,010
Taxes paid amount $16,761,000
Number of returns with mortgage interest paid 1,770
Mortgage interest paid amount $21,320,000
Number of returns with contributions 1,740
Contributions amount $7,160,000
Number of returns with taxable income 2,770
Taxable income amount $303,769,000
Number of returns with income tax before credits 2,770
Income tax before credits amount $54,162,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $93,000
Number of returns with total tax credits 1,130
Total tax credits amount $1,357,000
Number of returns with foreign tax credit 410
Foreign tax credit amount $181,000
Number of returns with child and dependent care credit 180
Child and dependent care credit amount $105,000
Number of returns with nonrefundable education credit 270
Nonrefundable education credit amount $347,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 380
Child tax credit amount $470,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $94,000
Number of returns with self-employment tax 340
Self-employment tax amount $1,701,000
Number of returns with total tax payments 2,740
Total tax payments amount $57,492,000
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 240
Refundable education credit amount $219,000
Number of returns with income tax 2,760
Income tax amount [10] $52,805,000
Number of returns with tax liability 2,760
Total tax liability amount [11] $54,808,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,030
Tax due at time of filing amount [12] $5,204,000
Number of returns with overpayments refunded 1,630
Overpayments refunded amount [13] $7,143,000
Number of returns with credit to next year’s estimated tax 130
Credited to next year’s estimated tax amount $688,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,360
Number of single returns 100
Number of joint returns 1,220
Number of head of household returns 30
Number of returns with paid preparer's signature 830
Number of exemptions 3,890
Number of dependents 1,310
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] 460
Adjust gross income (AGI) [5] $523,950,000
Number of returns with total income 1,360
Salaries and wages amount $530,986,000
Number of returns with salaries and wages 1,220
Salaries and wages amount $300,161
Number of returns with taxable interest 1,110
Taxable interest amount $3,833
Number of returns with ordinary dividends 870
Ordinary dividends amount $15,117,000
Number of returns with qualified dividends 820
Qualified dividends amount [6] $12,327
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $106
Number of returns with business or professional net income (less loss) 260
Business or professional net income (less loss) amount $16,278,000
Number of returns with net capital gain (less loss) 850
Net capital gain (less loss) amount $71,780,000
Number of returns with taxable individual retirement arrangements distributions 250
Taxable individual retirement arrangements distributions amount $10,330,000
Number of returns with taxable pensions and annuities 340
Taxable pensions and annuities amount $17,427,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $167,000
Number of returns with taxable Social Security benefits 240
Taxable Social Security benefits amount $6,511,000
Number of returns with partnership/S-corp net income (less loss) 380
Partnership/S-corp net income (less loss) amount $72,796,000
Number of returns with total statutory adjustments 450
Total statutory adjustments amount $7,036,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $1,190,000
Number of returns with self-employment health insurance deduction 140
Self-employment health insurance deduction amount $1,679,000
Number of returns with IRA payments 40
IRA payments amount $355,000
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 60
Domestic production activities deduction amount $1,916,000
Number of returns with itemized deductions 1,150
Total itemized deductions amount $49,352,000
Amount of AGI for itemized returns $414,248,000
Number of returns with State and local income taxes 70
State and local income taxes amount $1,371,000
Number of returns with State and local general sales tax 1,050
State and local general sales tax amount $5,318,000
Number of returns with real estate taxes 1,130
Real estate taxes amount $8,435,000
Number of returns with taxes paid 1,150
Taxes paid amount $16,467,000
Number of returns with mortgage interest paid 1,000
Mortgage interest paid amount $15,355,000
Number of returns with contributions 1,060
Contributions amount $11,761,000
Number of returns with taxable income 1,360
Taxable income amount $468,300,000
Number of returns with income tax before credits 1,360
Income tax before credits amount $116,457,000
Number of returns with alternative minimum tax 400
Alternative minimum tax amount $1,845,000
Number of returns with total tax credits 550
Total tax credits amount $2,305,000
Number of returns with foreign tax credit 380
Foreign tax credit amount $1,598,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $69,000
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 40
Residential energy tax credit amount $15,000
Number of returns with self-employment tax 230
Self-employment tax amount $1,847,000
Number of returns with total tax payments 1,350
Total tax payments amount $112,086,000
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 1,360
Income tax amount [10] $114,152,000
Number of returns with tax liability 1,360
Total tax liability amount [11] $119,373,000
Number of returns with net investment income tax 710
Net investment income tax $2,199,000
Number of returns with tax due at time of filing 720
Tax due at time of filing amount [12] $16,935,000
Number of returns with overpayments refunded 510
Overpayments refunded amount [13] $5,004,000
Number of returns with credit to next year’s estimated tax 150
Credited to next year’s estimated tax amount $4,463,000

[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.