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ZIP Code Database - Facts & Stats

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ZIP Code 99611 Income Tax Stats

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

ZIP Code 99611 Data

Zip Code:99611
City:Kenai
State:AK [Alaska]
Counties/Boroughs: KENAI PENINSULA, AK
City Alias(es):Kenai
Area Code:907
Time Zone: Alaska (GMT -09:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





99611 Income Tax Overview

Total Number of Tax Returns for ZIP Code 99611 [1] 6,340
Total Number of Single Tax Returns for ZIP Code 99611 2,360
Total Number of Joint Tax Returns for ZIP Code 99611 2,550
Total Number of Dependents for ZIP Code 99611 3,800
Total Adjusted Gross Income for ZIP Code 99611 $421,223,000
Average Income per Person for ZIP Code 99611 $27,855
Average Income per Household for ZIP Code 99611 $66,439

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 1,980
Number of single returns 1,500
Number of joint returns 210
Number of head of household returns 240
Number of returns with paid preparer's signature 700
Number of exemptions 2,340
Number of dependents 610
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 290
Number of elderly returns [4] 390
Adjust gross income (AGI) [5] $22,494,000
Number of returns with total income 1,980
Salaries and wages amount $22,838,000
Number of returns with salaries and wages 1,430
Salaries and wages amount $16,291
Number of returns with taxable interest 250
Taxable interest amount $155
Number of returns with ordinary dividends 310
Ordinary dividends amount $478,000
Number of returns with qualified dividends 260
Qualified dividends amount [6] $375
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) 250
Business or professional net income (less loss) amount $1,264,000
Number of returns with net capital gain (less loss) 160
Net capital gain (less loss) amount $176,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $612,000
Number of returns with taxable pensions and annuities 200
Taxable pensions and annuities amount $1,699,000
Number of farm returns 0
Number of returns with unemployment compensation 610
Unemployment compensation amount [7] $1,061,000
Number of returns with taxable Social Security benefits 80
Taxable Social Security benefits amount $156,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount ($63,000)
Number of returns with total statutory adjustments 290
Total statutory adjustments amount $344,000
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 $115,000
Number of returns with IRA payments 20
IRA payments amount $73,000
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $52,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $31,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 70
Total itemized deductions amount $1,314,000
Amount of AGI for itemized returns $942,000
Number of returns with State and local income taxes 20
State and local income taxes amount $2,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $38,000
Number of returns with real estate taxes 40
Real estate taxes amount $64,000
Number of returns with taxes paid 60
Taxes paid amount $112,000
Number of returns with mortgage interest paid 30
Mortgage interest paid amount $213,000
Number of returns with contributions 40
Contributions amount $66,000
Number of returns with taxable income 1,100
Taxable income amount $5,300,000
Number of returns with income tax before credits 1,160
Income tax before credits amount $552,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 230
Total tax credits amount $62,000
Number of returns with foreign tax credit 40
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 60
Nonrefundable education credit amount $33,000
Number of returns with retirement savings contribution credit 40
Retirement savings contribution credit amount $5,000
Number of returns with child tax credit 110
Child tax credit amount $19,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 220
Self-employment tax amount $261,000
Number of returns with total tax payments 1,630
Total tax payments amount $3,274,000
Number of returns with earned income credit 530
Earned income credit amount [8] $1,171,000
Number of returns with excess earned income credit 460
Excess earned income credit (refundable) amount [9] $1,055,000
Number of returns with additional child tax credit 260
Additional child tax credit amount $304,000
Number of returns with refundable education credit 80
Refundable education credit amount $65,000
Number of returns with income tax 990
Income tax amount [10] $490,000
Number of returns with tax liability 1,150
Total tax liability amount [11] $796,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 340
Tax due at time of filing amount [12] $152,000
Number of returns with overpayments refunded 1,480
Overpayments refunded amount [13] $2,601,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $67,000

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

Number of returns 1,430
Number of single returns 750
Number of joint returns 390
Number of head of household returns 250
Number of returns with paid preparer's signature 560
Number of exemptions 2,690
Number of dependents 870
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
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] 290
Number of elderly returns [4] 330
Adjust gross income (AGI) [5] $51,806,000
Number of returns with total income 1,430
Salaries and wages amount $52,330,000
Number of returns with salaries and wages 1,210
Salaries and wages amount $39,710
Number of returns with taxable interest 230
Taxable interest amount $298
Number of returns with ordinary dividends 230
Ordinary dividends amount $413,000
Number of returns with qualified dividends 190
Qualified dividends amount [6] $312
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) 190
Business or professional net income (less loss) amount $1,690,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $266,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $1,464,000
Number of returns with taxable pensions and annuities 240
Taxable pensions and annuities amount $4,512,000
Number of farm returns 0
Number of returns with unemployment compensation 410
Unemployment compensation amount [7] $936,000
Number of returns with taxable Social Security benefits 240
Taxable Social Security benefits amount $1,652,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $45,000
Number of returns with total statutory adjustments 290
Total statutory adjustments amount $524,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $109,000
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 170
Total itemized deductions amount $2,821,000
Amount of AGI for itemized returns $6,421,000
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 120
State and local general sales tax amount $107,000
Number of returns with real estate taxes 140
Real estate taxes amount $252,000
Number of returns with taxes paid 160
Taxes paid amount $378,000
Number of returns with mortgage interest paid 130
Mortgage interest paid amount $756,000
Number of returns with contributions 100
Contributions amount $370,000
Number of returns with taxable income 1,360
Taxable income amount $27,472,000
Number of returns with income tax before credits 1,380
Income tax before credits amount $3,373,000
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 $418,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $34,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $65,000
Number of returns with retirement savings contribution credit 150
Retirement savings contribution credit amount $31,000
Number of returns with child tax credit 320
Child tax credit amount $293,000
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 $342,000
Number of returns with total tax payments 1,390
Total tax payments amount $6,282,000
Number of returns with earned income credit 350
Earned income credit amount [8] $714,000
Number of returns with excess earned income credit 270
Excess earned income credit (refundable) amount [9] $581,000
Number of returns with additional child tax credit 230
Additional child tax credit amount $393,000
Number of returns with refundable education credit 50
Refundable education credit amount $39,000
Number of returns with income tax 1,160
Income tax amount [10] $2,955,000
Number of returns with tax liability 1,220
Total tax liability amount [11] $3,390,000
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] $349,000
Number of returns with overpayments refunded 1,200
Overpayments refunded amount [13] $3,191,000
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 880
Number of single returns 340
Number of joint returns 430
Number of head of household returns 80
Number of returns with paid preparer's signature 390
Number of exemptions 1,920
Number of dependents 610
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] 130
Number of elderly returns [4] 260
Adjust gross income (AGI) [5] $53,992,000
Number of returns with total income 880
Salaries and wages amount $54,513,000
Number of returns with salaries and wages 740
Salaries and wages amount $39,133
Number of returns with taxable interest 250
Taxable interest amount $415
Number of returns with ordinary dividends 160
Ordinary dividends amount $359,000
Number of returns with qualified dividends 140
Qualified dividends amount [6] $239
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) 160
Business or professional net income (less loss) amount $1,060,000
Number of returns with net capital gain (less loss) 130
Net capital gain (less loss) amount $672,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $1,899,000
Number of returns with taxable pensions and annuities 210
Taxable pensions and annuities amount $6,098,000
Number of farm returns 30
Number of returns with unemployment compensation 210
Unemployment compensation amount [7] $554,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $2,700,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount ($23,000)
Number of returns with total statutory adjustments 230
Total statutory adjustments amount $521,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $387,000
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $133,000
Number of returns with IRA payments 30
IRA payments amount $184,000
Number of returns with student loan interest deduction 90
Student loan interest deduction amount $103,000
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 $3,484,000
Amount of AGI for itemized returns $12,850,000
Number of returns with State and local income taxes 50
State and local income taxes amount $72,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $150,000
Number of returns with real estate taxes 180
Real estate taxes amount $358,000
Number of returns with taxes paid 200
Taxes paid amount $596,000
Number of returns with mortgage interest paid 160
Mortgage interest paid amount $1,129,000
Number of returns with contributions 130
Contributions amount $665,000
Number of returns with taxable income 880
Taxable income amount $35,948,000
Number of returns with income tax before credits 880
Income tax before credits amount $5,100,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 330
Total tax credits amount $495,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $53,000
Number of returns with retirement savings contribution credit 60
Retirement savings contribution credit amount $10,000
Number of returns with child tax credit 240
Child tax credit amount $408,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 100
Self-employment tax amount $276,000
Number of returns with total tax payments 860
Total tax payments amount $6,623,000
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 $118,000
Number of returns with refundable education credit 30
Refundable education credit amount $29,000
Number of returns with income tax 820
Income tax amount [10] $4,605,000
Number of returns with tax liability 840
Total tax liability amount [11] $4,955,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 180
Tax due at time of filing amount [12] $474,000
Number of returns with overpayments refunded 690
Overpayments refunded amount [13] $2,079,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $73,000

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

Number of returns 700
Number of single returns 180
Number of joint returns 450
Number of head of household returns 50
Number of returns with paid preparer's signature 390
Number of exemptions 1,740
Number of dependents 590
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] 80
Number of elderly returns [4] 220
Adjust gross income (AGI) [5] $60,540,000
Number of returns with total income 700
Salaries and wages amount $61,169,000
Number of returns with salaries and wages 590
Salaries and wages amount $43,733
Number of returns with taxable interest 260
Taxable interest amount $439
Number of returns with ordinary dividends 190
Ordinary dividends amount $636,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $477
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) 150
Business or professional net income (less loss) amount $1,172,000
Number of returns with net capital gain (less loss) 150
Net capital gain (less loss) amount $1,352,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $2,072,000
Number of returns with taxable pensions and annuities 210
Taxable pensions and annuities amount $7,416,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $306,000
Number of returns with taxable Social Security benefits 160
Taxable Social Security benefits amount $2,828,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $167,000
Number of returns with total statutory adjustments 200
Total statutory adjustments amount $629,000
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 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 $90,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $14,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 220
Total itemized deductions amount $4,066,000
Amount of AGI for itemized returns $19,524,000
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 $211,000
Number of returns with real estate taxes 200
Real estate taxes amount $484,000
Number of returns with taxes paid 220
Taxes paid amount $774,000
Number of returns with mortgage interest paid 180
Mortgage interest paid amount $1,453,000
Number of returns with contributions 140
Contributions amount $631,000
Number of returns with taxable income 700
Taxable income amount $44,011,000
Number of returns with income tax before credits 700
Income tax before credits amount $6,635,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 300
Total tax credits amount $545,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $17,000
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $41,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 230
Child tax credit amount $452,000
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 $258,000
Number of returns with total tax payments 690
Total tax payments amount $7,913,000
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 680
Income tax amount [10] $6,090,000
Number of returns with tax liability 690
Total tax liability amount [11] $6,440,000
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] $588,000
Number of returns with overpayments refunded 520
Overpayments refunded amount [13] $1,997,000
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 1,100
Number of single returns 180
Number of joint returns 860
Number of head of household returns 60
Number of returns with paid preparer's signature 670
Number of exemptions 2,860
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] 60
Number of elderly returns [4] 340
Adjust gross income (AGI) [5] $153,308,000
Number of returns with total income 1,100
Salaries and wages amount $154,645,000
Number of returns with salaries and wages 970
Salaries and wages amount $113,506
Number of returns with taxable interest 490
Taxable interest amount $770
Number of returns with ordinary dividends 370
Ordinary dividends amount $1,481,000
Number of returns with qualified dividends 350
Qualified dividends amount [6] $1,132
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $48
Number of returns with business or professional net income (less loss) 250
Business or professional net income (less loss) amount $2,538,000
Number of returns with net capital gain (less loss) 320
Net capital gain (less loss) amount $2,873,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $6,530,000
Number of returns with taxable pensions and annuities 340
Taxable pensions and annuities amount $16,349,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $322,000
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $4,392,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $2,860,000
Number of returns with total statutory adjustments 360
Total statutory adjustments amount $1,337,000
Number of returns with educator expenses 60
Educator expenses amount $16,000
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 $248,000
Number of returns with IRA payments 40
IRA payments amount $246,000
Number of returns with student loan interest deduction 90
Student loan interest deduction amount $87,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $180,000
Number of returns with itemized deductions 480
Total itemized deductions amount $9,556,000
Amount of AGI for itemized returns $69,010,000
Number of returns with State and local income taxes 70
State and local income taxes amount $138,000
Number of returns with State and local general sales tax 380
State and local general sales tax amount $604,000
Number of returns with real estate taxes 450
Real estate taxes amount $1,268,000
Number of returns with taxes paid 480
Taxes paid amount $2,085,000
Number of returns with mortgage interest paid 420
Mortgage interest paid amount $3,598,000
Number of returns with contributions 360
Contributions amount $2,242,000
Number of returns with taxable income 1,100
Taxable income amount $124,638,000
Number of returns with income tax before credits 1,100
Income tax before credits amount $22,633,000
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 $467,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $25,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $59,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 210
Child tax credit amount $321,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $12,000
Number of returns with self-employment tax 160
Self-employment tax amount $615,000
Number of returns with total tax payments 1,100
Total tax payments amount $24,240,000
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 $38,000
Number of returns with income tax 1,100
Income tax amount [10] $22,166,000
Number of returns with tax liability 1,100
Total tax liability amount [11] $23,000,000
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] $2,027,000
Number of returns with overpayments refunded 690
Overpayments refunded amount [13] $3,074,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $168,000

Adjusted Gross Income: $200,000 or more

Number of returns 250
Number of single returns 20
Number of joint returns 210
Number of head of household returns 0
Number of returns with paid preparer's signature 180
Number of exemptions 680
Number of dependents 220
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] 90
Adjust gross income (AGI) [5] $79,083,000
Number of returns with total income 250
Salaries and wages amount $80,074,000
Number of returns with salaries and wages 220
Salaries and wages amount $43,062
Number of returns with taxable interest 170
Taxable interest amount $2,131
Number of returns with ordinary dividends 120
Ordinary dividends amount $1,276,000
Number of returns with qualified dividends 110
Qualified dividends amount [6] $946
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) 70
Business or professional net income (less loss) amount $2,383,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $5,926,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $3,747,000
Number of returns with taxable pensions and annuities 70
Taxable pensions and annuities amount $4,387,000
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 50
Taxable Social Security benefits amount $1,175,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $11,647,000
Number of returns with total statutory adjustments 80
Total statutory adjustments amount $991,000
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 $277,000
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 180
Total itemized deductions amount $6,820,000
Amount of AGI for itemized returns $54,197,000
Number of returns with State and local income taxes 20
State and local income taxes amount $99,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $325,000
Number of returns with real estate taxes 170
Real estate taxes amount $930,000
Number of returns with taxes paid 180
Taxes paid amount $1,379,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $1,701,000
Number of returns with contributions 150
Contributions amount $2,571,000
Number of returns with taxable income 250
Taxable income amount $69,118,000
Number of returns with income tax before credits 250
Income tax before credits amount $16,910,000
Number of returns with alternative minimum tax 60
Alternative minimum tax amount $150,000
Number of returns with total tax credits 50
Total tax credits amount $124,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $99,000
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 40
Self-employment tax amount $281,000
Number of returns with total tax payments 240
Total tax payments amount $16,064,000
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 250
Income tax amount [10] $16,703,000
Number of returns with tax liability 250
Total tax liability amount [11] $17,523,000
Number of returns with net investment income tax 90
Net investment income tax $234,000
Number of returns with tax due at time of filing 120
Tax due at time of filing amount [12] $3,283,000
Number of returns with overpayments refunded 110
Overpayments refunded amount [13] $1,256,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $511,000

[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.