Zip Code Database List
1-800-425-1169
Account Login
Find ZIP+4 of Address

Find the ZIP Code, County, and +4 of any U.S. Address

FREE ZIP Code Finder

Find info on any U.S. ZIP Code

Other FREE Lookups

Lookup ZIP Code of any City, State, County or Area Code

FREE Radius Search

Find all ZIP Codes

FREE Distance Calc

Calculate the distance between two U.S. or Canadian ZIP codes.






ZIP Code Database - Facts & Stats

Share |

ZIP Code 99833 Income Tax Stats

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

ZIP Code 99833 Data

Zip Code:99833
City:Petersburg
State:AK [Alaska]
Counties/Boroughs: PETERSBURG, AK
City Alias(es):Petersburg
Area Code:907
Time Zone: Alaska (GMT -09:00)
Observes Day Light Savings:Yes
Classification:P [P.O. Box ZIP Code]





99833 Income Tax Overview

Total Number of Tax Returns for ZIP Code 99833 [1] 1,710
Total Number of Single Tax Returns for ZIP Code 99833 570
Total Number of Joint Tax Returns for ZIP Code 99833 640
Total Number of Dependents for ZIP Code 99833 740
Total Adjusted Gross Income for ZIP Code 99833 $116,268,000
Average Income per Person for ZIP Code 99833 $36,311
Average Income per Household for ZIP Code 99833 $67,993

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 510
Number of single returns 410
Number of joint returns 40
Number of head of household returns 40
Number of returns with paid preparer's signature 240
Number of exemptions 470
Number of dependents 80
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] 40
Number of elderly returns [4] 100
Adjust gross income (AGI) [5] $5,891,000
Number of returns with total income 510
Salaries and wages amount $6,067,000
Number of returns with salaries and wages 330
Salaries and wages amount $3,619
Number of returns with taxable interest 110
Taxable interest amount $76
Number of returns with ordinary dividends 60
Ordinary dividends amount $97,000
Number of returns with qualified dividends 40
Qualified dividends amount [6] $41
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 $1,168,000
Number of returns with net capital gain (less loss) 30
Net capital gain (less loss) amount $75,000
Number of returns with taxable individual retirement arrangements distributions 30
Taxable individual retirement arrangements distributions amount $159,000
Number of returns with taxable pensions and annuities 40
Taxable pensions and annuities amount $321,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $175,000
Number of returns with taxable Social Security benefits 20
Taxable Social Security benefits amount $28,000
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 150
Total statutory adjustments amount $176,000
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 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 0
Total itemized deductions amount $0
Amount of AGI for itemized returns $0
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 0
State and local general sales tax amount $0
Number of returns with real estate taxes 0
Real estate taxes amount $0
Number of returns with taxes paid 0
Taxes paid amount $0
Number of returns with mortgage interest paid 20
Mortgage interest paid amount $144,000
Number of returns with contributions 0
Contributions amount $0
Number of returns with taxable income 310
Taxable income amount $1,639,000
Number of returns with income tax before credits 310
Income tax before credits amount $172,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 60
Total tax credits amount $21,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $10,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 20
Retirement savings contribution credit amount $5,000
Number of returns with child tax credit 20
Child tax credit amount $6,000
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 $195,000
Number of returns with total tax payments 380
Total tax payments amount $736,000
Number of returns with earned income credit 110
Earned income credit amount [8] $215,000
Number of returns with excess earned income credit 90
Excess earned income credit (refundable) amount [9] $190,000
Number of returns with additional child tax credit 50
Additional child tax credit amount $59,000
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 270
Income tax amount [10] $151,000
Number of returns with tax liability 340
Total tax liability amount [11] $361,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 150
Tax due at time of filing amount [12] $187,000
Number of returns with overpayments refunded 320
Overpayments refunded amount [13] $527,000
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 400
Number of single returns 250
Number of joint returns 80
Number of head of household returns 50
Number of returns with paid preparer's signature 190
Number of exemptions 570
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] 50
Number of elderly returns [4] 90
Adjust gross income (AGI) [5] $14,329,000
Number of returns with total income 400
Salaries and wages amount $14,891,000
Number of returns with salaries and wages 300
Salaries and wages amount $9,055
Number of returns with taxable interest 100
Taxable interest amount $68
Number of returns with ordinary dividends 80
Ordinary dividends amount $248,000
Number of returns with qualified dividends 60
Qualified dividends amount [6] $159
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) 140
Business or professional net income (less loss) amount $3,219,000
Number of returns with net capital gain (less loss) 60
Net capital gain (less loss) amount $257,000
Number of returns with taxable individual retirement arrangements distributions 20
Taxable individual retirement arrangements distributions amount $303,000
Number of returns with taxable pensions and annuities 40
Taxable pensions and annuities amount $704,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $214,000
Number of returns with taxable Social Security benefits 50
Taxable Social Security benefits amount $347,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $124,000
Number of returns with total statutory adjustments 150
Total statutory adjustments amount $562,000
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 $148,000
Number of returns with IRA payments 40
IRA payments amount $191,000
Number of returns with student loan interest deduction 40
Student loan interest deduction amount $23,000
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 50
Total itemized deductions amount $709,000
Amount of AGI for itemized returns $1,498,000
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 30
State and local general sales tax amount $26,000
Number of returns with real estate taxes 40
Real estate taxes amount $83,000
Number of returns with taxes paid 40
Taxes paid amount $127,000
Number of returns with mortgage interest paid 0
Mortgage interest paid amount $0
Number of returns with contributions 30
Contributions amount $137,000
Number of returns with taxable income 390
Taxable income amount $8,607,000
Number of returns with income tax before credits 380
Income tax before credits amount $1,058,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 130
Total tax credits amount $113,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $40,000
Number of returns with retirement savings contribution credit 50
Retirement savings contribution credit amount $10,000
Number of returns with child tax credit 60
Child tax credit amount $58,000
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 $483,000
Number of returns with total tax payments 340
Total tax payments amount $1,428,000
Number of returns with earned income credit 50
Earned income credit amount [8] $97,000
Number of returns with excess earned income credit 40
Excess earned income credit (refundable) amount [9] $63,000
Number of returns with additional child tax credit 40
Additional child tax credit amount $52,000
Number of returns with refundable education credit 40
Refundable education credit amount $43,000
Number of returns with income tax 340
Income tax amount [10] $945,000
Number of returns with tax liability 370
Total tax liability amount [11] $1,457,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 130
Tax due at time of filing amount [12] $595,000
Number of returns with overpayments refunded 250
Overpayments refunded amount [13] $526,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $40,000

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

Number of returns 270
Number of single returns 120
Number of joint returns 110
Number of head of household returns 40
Number of returns with paid preparer's signature 150
Number of exemptions 500
Number of dependents 130
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] 40
Number of elderly returns [4] 90
Adjust gross income (AGI) [5] $16,592,000
Number of returns with total income 270
Salaries and wages amount $17,261,000
Number of returns with salaries and wages 210
Salaries and wages amount $10,084
Number of returns with taxable interest 100
Taxable interest amount $113
Number of returns with ordinary dividends 70
Ordinary dividends amount $290,000
Number of returns with qualified dividends 60
Qualified dividends amount [6] $195
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) 90
Business or professional net income (less loss) amount $2,703,000
Number of returns with net capital gain (less loss) 50
Net capital gain (less loss) amount $282,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $335,000
Number of returns with taxable pensions and annuities 70
Taxable pensions and annuities amount $1,863,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $123,000
Number of returns with taxable Social Security benefits 60
Taxable Social Security benefits amount $820,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $235,000
Number of returns with total statutory adjustments 110
Total statutory adjustments amount $669,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $153,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 40
Student loan interest deduction amount $35,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 50
Total itemized deductions amount $763,000
Amount of AGI for itemized returns $3,248,000
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 40
State and local general sales tax amount $45,000
Number of returns with real estate taxes 50
Real estate taxes amount $118,000
Number of returns with taxes paid 50
Taxes paid amount $168,000
Number of returns with mortgage interest paid 40
Mortgage interest paid amount $260,000
Number of returns with contributions 30
Contributions amount $107,000
Number of returns with taxable income 270
Taxable income amount $11,679,000
Number of returns with income tax before credits 260
Income tax before credits amount $1,701,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 90
Total tax credits amount $111,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $17,000
Number of returns with nonrefundable education credit 20
Nonrefundable education credit amount $26,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 60
Child tax credit amount $88,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 80
Self-employment tax amount $411,000
Number of returns with total tax payments 250
Total tax payments amount $1,912,000
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 260
Income tax amount [10] $1,590,000
Number of returns with tax liability 260
Total tax liability amount [11] $2,027,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 90
Tax due at time of filing amount [12] $572,000
Number of returns with overpayments refunded 170
Overpayments refunded amount [13] $437,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 180
Number of single returns 50
Number of joint returns 120
Number of head of household returns 0
Number of returns with paid preparer's signature 110
Number of exemptions 430
Number of dependents 130
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] 60
Adjust gross income (AGI) [5] $15,685,000
Number of returns with total income 180
Salaries and wages amount $16,189,000
Number of returns with salaries and wages 140
Salaries and wages amount $8,948
Number of returns with taxable interest 80
Taxable interest amount $73
Number of returns with ordinary dividends 50
Ordinary dividends amount $256,000
Number of returns with qualified dividends 40
Qualified dividends amount [6] $181
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) 80
Business or professional net income (less loss) amount $3,099,000
Number of returns with net capital gain (less loss) 40
Net capital gain (less loss) amount $465,000
Number of returns with taxable individual retirement arrangements distributions 30
Taxable individual retirement arrangements distributions amount $372,000
Number of returns with taxable pensions and annuities 40
Taxable pensions and annuities amount $1,611,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $154,000
Number of returns with taxable Social Security benefits 40
Taxable Social Security benefits amount $621,000
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 90
Total statutory adjustments amount $504,000
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 20
Self-employment health insurance deduction amount $94,000
Number of returns with IRA payments 20
IRA payments amount $90,000
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 30
Domestic production activities deduction amount $114,000
Number of returns with itemized deductions 40
Total itemized deductions amount $672,000
Amount of AGI for itemized returns $3,618,000
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 30
State and local general sales tax amount $41,000
Number of returns with real estate taxes 40
Real estate taxes amount $97,000
Number of returns with taxes paid 40
Taxes paid amount $143,000
Number of returns with mortgage interest paid 30
Mortgage interest paid amount $227,000
Number of returns with contributions 30
Contributions amount $137,000
Number of returns with taxable income 180
Taxable income amount $11,671,000
Number of returns with income tax before credits 180
Income tax before credits amount $1,710,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 70
Total tax credits amount $133,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 60
Child tax credit amount $104,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 70
Self-employment tax amount $455,000
Number of returns with total tax payments 170
Total tax payments amount $1,711,000
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 180
Income tax amount [10] $1,577,000
Number of returns with tax liability 180
Total tax liability amount [11] $2,054,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 80
Tax due at time of filing amount [12] $645,000
Number of returns with overpayments refunded 100
Overpayments refunded amount [13] $294,000
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 270
Number of single returns 50
Number of joint returns 220
Number of head of household returns 0
Number of returns with paid preparer's signature 180
Number of exemptions 710
Number of dependents 230
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 0
Number of elderly returns [4] 110
Adjust gross income (AGI) [5] $35,827,000
Number of returns with total income 270
Salaries and wages amount $37,078,000
Number of returns with salaries and wages 200
Salaries and wages amount $18,573
Number of returns with taxable interest 170
Taxable interest amount $301
Number of returns with ordinary dividends 110
Ordinary dividends amount $864,000
Number of returns with qualified dividends 90
Qualified dividends amount [6] $673
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) 130
Business or professional net income (less loss) amount $5,879,000
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $1,665,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $1,369,000
Number of returns with taxable pensions and annuities 90
Taxable pensions and annuities amount $4,324,000
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 70
Taxable Social Security benefits amount $1,213,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $1,489,000
Number of returns with total statutory adjustments 140
Total statutory adjustments amount $1,251,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $778,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $304,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 20
Student loan interest deduction amount $21,000
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 110
Total itemized deductions amount $2,605,000
Amount of AGI for itemized returns $15,040,000
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 80
State and local general sales tax amount $144,000
Number of returns with real estate taxes 110
Real estate taxes amount $423,000
Number of returns with taxes paid 110
Taxes paid amount $596,000
Number of returns with mortgage interest paid 80
Mortgage interest paid amount $709,000
Number of returns with contributions 90
Contributions amount $690,000
Number of returns with taxable income 270
Taxable income amount $28,384,000
Number of returns with income tax before credits 270
Income tax before credits amount $4,859,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 120
Total tax credits amount $174,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $17,000
Number of returns with nonrefundable education credit 20
Nonrefundable education credit amount $39,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 60
Child tax credit amount $90,000
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 $852,000
Number of returns with total tax payments 260
Total tax payments amount $4,800,000
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 $23,000
Number of returns with income tax 260
Income tax amount [10] $4,685,000
Number of returns with tax liability 270
Total tax liability amount [11] $5,575,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 130
Tax due at time of filing amount [12] $1,363,000
Number of returns with overpayments refunded 140
Overpayments refunded amount [13] $640,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $253,000

Adjusted Gross Income: $200,000 or more

Number of returns 80
Number of single returns 0
Number of joint returns 70
Number of head of household returns 0
Number of returns with paid preparer's signature 70
Number of exemptions 200
Number of dependents 50
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 0
Number of elderly returns [4] 50
Adjust gross income (AGI) [5] $27,944,000
Number of returns with total income 80
Salaries and wages amount $29,336,000
Number of returns with salaries and wages 50
Salaries and wages amount $5,062
Number of returns with taxable interest 70
Taxable interest amount $454
Number of returns with ordinary dividends 60
Ordinary dividends amount $1,905,000
Number of returns with qualified dividends 50
Qualified dividends amount [6] $1,601
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) 50
Business or professional net income (less loss) amount $5,264,000
Number of returns with net capital gain (less loss) 60
Net capital gain (less loss) amount $5,497,000
Number of returns with taxable individual retirement arrangements distributions 30
Taxable individual retirement arrangements distributions amount $1,162,000
Number of returns with taxable pensions and annuities 30
Taxable pensions and annuities amount $1,311,000
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 30
Taxable Social Security benefits amount $795,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $4,106,000
Number of returns with total statutory adjustments 60
Total statutory adjustments amount $1,392,000
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 $454,000
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 20
Domestic production activities deduction amount $343,000
Number of returns with itemized deductions 50
Total itemized deductions amount $1,488,000
Amount of AGI for itemized returns $16,357,000
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 40
State and local general sales tax amount $92,000
Number of returns with real estate taxes 50
Real estate taxes amount $229,000
Number of returns with taxes paid 50
Taxes paid amount $361,000
Number of returns with mortgage interest paid 40
Mortgage interest paid amount $364,000
Number of returns with contributions 50
Contributions amount $431,000
Number of returns with taxable income 80
Taxable income amount $25,272,000
Number of returns with income tax before credits 80
Income tax before credits amount $5,663,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $106,000
Number of returns with total tax credits 30
Total tax credits amount $19,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $11,000
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 $514,000
Number of returns with total tax payments 80
Total tax payments amount $4,912,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 80
Income tax amount [10] $5,588,000
Number of returns with tax liability 80
Total tax liability amount [11] $6,237,000
Number of returns with net investment income tax 50
Net investment income tax $116,000
Number of returns with tax due at time of filing 50
Tax due at time of filing amount [12] $1,752,000
Number of returns with overpayments refunded 0
Overpayments refunded amount [13] $0
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

[1] The use of prior-year returns as a proxy for returns that are filed beyond the current processing year is consistent with SOI’s national, state, county, and ZIP code tabulations. A description of SOI’s sample, which is used as an input for the geographic data, and the use of prior-year returns, can be found at https://www.irs.gov/statistics/soi-tax-stats-individual-income-tax-returns-publication-1304-complete-report#_sec2.

[2] For complete individual income tax tabulations at the State level, see the historic table posted to Tax Stats at http://www.irs.gov/uac/SOI-Tax-Stats---Historic-Table-2.

[3] The "Number of volunteer prepared returns" shows counts of returns prepared by IRS-certified volunteers for taxpayers with limited income, persons with disabilities, limited English speaking taxpayers, current and former members of the military, and taxpayers who are 60 years of age and older.

[4] Includes primary taxpayers 60 years of age and older.

[5] Does not include returns with adjusted gross deficit.

[6] “Qualified dividends” are ordinary dividends received in tax years beginning after 2002 that meet certain conditions and receive preferential tax rates.

[7] Includes the Alaskan permanent fund, reported by residents of Alaska on Forms 1040A and 1040EZ's. 
This fund only applies to statistics in the totals, and the state of Alaska.

[8] Earned income credit includes both the refundable and non-refundable portions. The non-refundable portion could reduce income tax and certain related taxes to zero. The earned income credit amounts in excess of total tax liability, or amounts when there was no tax liability at all, were refundable. See footnote 9 below for explanation of the refundable portion of the earned income credit.

[9] The refundable portion of the earned income credit equals total income tax minus the earned income credit. If the result is negative, this amount is considered the refundable portion. No other refundable credits were taken into account for this calculation.

[10] Income tax reflects the amount reported on Form 1040 line 56. It also includes data from Form 1040A and 1040EZ filers.

[11] “Total tax liability” differs from “Income tax”, in that “Total tax liability” includes the taxes from recapture of certain prior-year credits, tax applicable to individual retirement arrangements (IRA's), social security taxes on self-employment income and on certain tip income, advanced earned income payments, household employment taxes, and certain other taxes listed in the Form 1040 instructions.

[12] Reflects payments to or withholdings made to "Total tax liability". This is the amount the tax filer owes when the income tax return is filed.

[13] The amount of overpayments the tax filer requested to have refunded.