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ZIP Code Database - Facts & Stats

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MONTGOMERY, NY IRS Tax Stats




MONTGOMERY, NY Income Tax Overview

2010 Population for MONTGOMERY, NY 0
Total Number of Tax Returns for MONTGOMERY, NY [1] 22,770
Total Number of Joint Tax Returns for MONTGOMERY, NY 7,720
Total Number of Dependents for MONTGOMERY, NY 13,180
Total Adjusted Gross Income for MONTGOMERY, NY $1,102,966

The following tables break down the 2017 Income Tax Statistics into different Gross Income levels.


Adjusted Gross Income: Under $1

County FIPS [4] 57
Number of returns 290
Number of single returns 160
Number of joint returns 120
Number of head of household returns 0
Number of returns with paid preparer's signature 220
Number of exemptions 530
Number of dependents 130
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [5] 0
Number of military volunteer prepared returns [5]
Number of tax counseling for the elderly (TCE) prepared returns [5] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [6] 0
Number of elderly returns [7] 150
Adjust gross income (AGI) [8] ($12,771,000)
Number of returns with total income 250
Salaries and wages amount ($12,293,000)
Number of returns with salaries and wages 60
Salaries and wages amount $1,278
Number of returns with taxable interest 100
Taxable interest amount $124
Number of returns with ordinary dividends 70
Ordinary dividends amount $197,000
Number of returns with qualified dividends 70
Qualified dividends amount [9] $140
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) 110
Business or professional net income (less loss) amount ($1,374,000)
Number of returns with net capital gain (less loss) 80
Net capital gain (less loss) amount $209,000
Number of returns with taxable individual retirement arrangements distributions 30
Taxable individual retirement arrangements distributions amount $206,000
Number of returns with taxable pensions and annuities 40
Taxable pensions and annuities amount $469,000
Number of farm returns 80
Number of returns with unemployment compensation 0
Unemployment compensation amount [10] $0
Number of returns with taxable Social Security benefits 0
Taxable Social Security benefits amount $0
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount ($636,000)
Number of returns with total statutory adjustments 80
Total statutory adjustments amount $478,000
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 30
Domestic production activities deduction amount $245,000
Number of returns with itemized deductions 0
Total itemized deductions amount $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 0
Mortgage interest paid amount $0
Number of returns with contributions 0
Contributions amount $0
Number of returns with taxable income 0
Taxable income amount $0
Number of returns with income tax before credits 0
Income tax before credits amount $0
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 0
Total tax credits amount $0
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 40
Self-employment tax amount $45,000
Number of returns with total tax payments 130
Total tax payments amount $314,000
Number of returns with earned income credit 30
Earned income credit amount [11] $38,000
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [12] $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 0
Income tax amount [13] $0
Number of returns with tax liability 40
Total tax liability amount [14] $52,000
Number of returns with net investment income tax 0
Net investment income tax
Number of returns with tax due at time of filing 30
Tax due at time of filing amount [15] $20,000
Number of returns with overpayments refunded 110
Overpayments refunded amount [16] $216,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

Adjusted Gross Income: $1 under $10,000

County FIPS [4] 57
Number of returns 3,160
Number of single returns 2,450
Number of joint returns 290
Number of head of household returns 400
Number of returns with paid preparer's signature 1,550
Number of exemptions 3,570
Number of dependents 1,040
Total number of volunteer prepared returns [5] 140
Number of volunteer income tax assistance (VITA) prepared returns [5] 90
Number of military volunteer prepared returns [5]
Number of tax counseling for the elderly (TCE) prepared returns [5] 40
Number of volunteer prepared returns with Earned Income Credit 50
Number of refund anticipation check returns [6] 540
Number of elderly returns [7] 650
Adjust gross income (AGI) [8] $16,613,000
Number of returns with total income 3,160
Salaries and wages amount $17,002,000
Number of returns with salaries and wages 2,420
Salaries and wages amount $12,881
Number of returns with taxable interest 440
Taxable interest amount $201
Number of returns with ordinary dividends 280
Ordinary dividends amount $249,000
Number of returns with qualified dividends 250
Qualified dividends amount [9] $167
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) 320
Business or professional net income (less loss) amount $1,101,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $203,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $589,000
Number of returns with taxable pensions and annuities 370
Taxable pensions and annuities amount $1,872,000
Number of farm returns 50
Number of returns with unemployment compensation 40
Unemployment compensation amount [10] $124,000
Number of returns with taxable Social Security benefits 0
Taxable Social Security benefits amount $0
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount ($10,000)
Number of returns with total statutory adjustments 350
Total statutory adjustments amount $389,000
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 $92,000
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 $76,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $79,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 80
Total itemized deductions amount $1,101,000
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 $31,000
Number of returns with real estate taxes 60
Real estate taxes amount $298,000
Number of returns with taxes paid 80
Taxes paid amount $400,000
Number of returns with mortgage interest paid 30
Mortgage interest paid amount $129,000
Number of returns with contributions 40
Contributions amount $38,000
Number of returns with taxable income 260
Taxable income amount $372,000
Number of returns with income tax before credits 250
Income tax before credits amount $37,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 0
Total tax credits amount $0
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 270
Self-employment tax amount $202,000
Number of returns with total tax payments 2,760
Total tax payments amount $2,974,000
Number of returns with earned income credit 1,170
Earned income credit amount [11] $1,506,000
Number of returns with excess earned income credit 1,110
Excess earned income credit (refundable) amount [12] $1,408,000
Number of returns with additional child tax credit 440
Additional child tax credit amount $276,000
Number of returns with refundable education credit 70
Refundable education credit amount $57,000
Number of returns with income tax 250
Income tax amount [13] $37,000
Number of returns with tax liability 550
Total tax liability amount [14] $245,000
Number of returns with net investment income tax 0
Net investment income tax
Number of returns with tax due at time of filing 140
Tax due at time of filing amount [15] $54,000
Number of returns with overpayments refunded 2,660
Overpayments refunded amount [16] $2,770,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

Adjusted Gross Income: $10,000 under $25,000

County FIPS [4] 57
Number of returns 5,210
Number of single returns 3,040
Number of joint returns 780
Number of head of household returns 1,290
Number of returns with paid preparer's signature 2,720
Number of exemptions 8,880
Number of dependents 3,120
Total number of volunteer prepared returns [5] 180
Number of volunteer income tax assistance (VITA) prepared returns [5] 120
Number of military volunteer prepared returns [5]
Number of tax counseling for the elderly (TCE) prepared returns [5] 50
Number of volunteer prepared returns with Earned Income Credit 50
Number of refund anticipation check returns [6] 1,250
Number of elderly returns [7] 1,270
Adjust gross income (AGI) [8] $90,817,000
Number of returns with total income 5,210
Salaries and wages amount $91,987,000
Number of returns with salaries and wages 4,100
Salaries and wages amount $69,190
Number of returns with taxable interest 850
Taxable interest amount $420
Number of returns with ordinary dividends 520
Ordinary dividends amount $819,000
Number of returns with qualified dividends 480
Qualified dividends amount [9] $563
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $37
Number of returns with business or professional net income (less loss) 510
Business or professional net income (less loss) amount $4,632,000
Number of returns with net capital gain (less loss) 340
Net capital gain (less loss) amount $597,000
Number of returns with taxable individual retirement arrangements distributions 430
Taxable individual retirement arrangements distributions amount $2,555,000
Number of returns with taxable pensions and annuities 1,030
Taxable pensions and annuities amount $11,334,000
Number of farm returns 110
Number of returns with unemployment compensation 230
Unemployment compensation amount [10] $902,000
Number of returns with taxable Social Security benefits 440
Taxable Social Security benefits amount $794,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $494,000
Number of returns with total statutory adjustments 770
Total statutory adjustments amount $1,170,000
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 60
Self-employment health insurance deduction amount $189,000
Number of returns with IRA payments 40
IRA payments amount $171,000
Number of returns with student loan interest deduction 270
Student loan interest deduction amount $256,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $38,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $270,000
Number of returns with itemized deductions 250
Total itemized deductions amount $3,750,000
Number of returns with State and local income taxes 120
State and local income taxes amount $121,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $97,000
Number of returns with real estate taxes 200
Real estate taxes amount $852,000
Number of returns with taxes paid 240
Taxes paid amount $1,063,000
Number of returns with mortgage interest paid 110
Mortgage interest paid amount $437,000
Number of returns with contributions 160
Contributions amount $319,000
Number of returns with taxable income 3,380
Taxable income amount $21,757,000
Number of returns with income tax before credits 3,310
Income tax before credits amount $2,271,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 990
Total tax credits amount $294,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $15,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $101,000
Number of returns with retirement savings contribution credit 440
Retirement savings contribution credit amount $68,000
Number of returns with child tax credit 350
Child tax credit amount $107,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 450
Self-employment tax amount $801,000
Number of returns with total tax payments 4,900
Total tax payments amount $15,890,000
Number of returns with earned income credit 2,040
Earned income credit amount [11] $6,866,000
Number of returns with excess earned income credit 1,840
Excess earned income credit (refundable) amount [12] $6,336,000
Number of returns with additional child tax credit 1,450
Additional child tax credit amount $1,971,000
Number of returns with refundable education credit 140
Refundable education credit amount $109,000
Number of returns with income tax 2,710
Income tax amount [13] $1,976,000
Number of returns with tax liability 3,140
Total tax liability amount [14] $2,927,000
Number of returns with net investment income tax 0
Net investment income tax
Number of returns with tax due at time of filing 380
Tax due at time of filing amount [15] $355,000
Number of returns with overpayments refunded 4,650
Overpayments refunded amount [16] $13,272,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $61,000

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

County FIPS [4] 57
Number of returns 6,360
Number of single returns 3,370
Number of joint returns 1,480
Number of head of household returns 1,340
Number of returns with paid preparer's signature 3,290
Number of exemptions 11,670
Number of dependents 3,840
Total number of volunteer prepared returns [5] 130
Number of volunteer income tax assistance (VITA) prepared returns [5] 90
Number of military volunteer prepared returns [5]
Number of tax counseling for the elderly (TCE) prepared returns [5] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [6] 1,390
Number of elderly returns [7] 1,480
Adjust gross income (AGI) [8] $229,211,000
Number of returns with total income 6,360
Salaries and wages amount $231,406,000
Number of returns with salaries and wages 5,490
Salaries and wages amount $186,281
Number of returns with taxable interest 1,460
Taxable interest amount $747
Number of returns with ordinary dividends 840
Ordinary dividends amount $1,735,000
Number of returns with qualified dividends 780
Qualified dividends amount [9] $1,282
Number of returns with state and local income tax refunds 310
State and local income tax refunds amount $168
Number of returns with business or professional net income (less loss) 520
Business or professional net income (less loss) amount $3,418,000
Number of returns with net capital gain (less loss) 590
Net capital gain (less loss) amount $1,455,000
Number of returns with taxable individual retirement arrangements distributions 530
Taxable individual retirement arrangements distributions amount $4,487,000
Number of returns with taxable pensions and annuities 1,260
Taxable pensions and annuities amount $21,487,000
Number of farm returns 120
Number of returns with unemployment compensation 320
Unemployment compensation amount [10] $1,525,000
Number of returns with taxable Social Security benefits 1,160
Taxable Social Security benefits amount $7,747,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $2,101,000
Number of returns with total statutory adjustments 1,180
Total statutory adjustments amount $2,195,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $260,000
Number of returns with IRA payments 100
IRA payments amount $390,000
Number of returns with student loan interest deduction 690
Student loan interest deduction amount $702,000
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 830
Total itemized deductions amount $11,388,000
Number of returns with State and local income taxes 620
State and local income taxes amount $1,175,000
Number of returns with State and local general sales tax 180
State and local general sales tax amount $222,000
Number of returns with real estate taxes 670
Real estate taxes amount $2,711,000
Number of returns with taxes paid 820
Taxes paid amount $4,197,000
Number of returns with mortgage interest paid 510
Mortgage interest paid amount $1,997,000
Number of returns with contributions 530
Contributions amount $936,000
Number of returns with taxable income 6,170
Taxable income amount $122,860,000
Number of returns with income tax before credits 6,130
Income tax before credits amount $15,006,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,410
Total tax credits amount $1,919,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 180
Child and dependent care credit amount $99,000
Number of returns with nonrefundable education credit 310
Nonrefundable education credit amount $313,000
Number of returns with retirement savings contribution credit 990
Retirement savings contribution credit amount $188,000
Number of returns with child tax credit 1,380
Child tax credit amount $1,267,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $40,000
Number of returns with self-employment tax 340
Self-employment tax amount $751,000
Number of returns with total tax payments 6,210
Total tax payments amount $27,391,000
Number of returns with earned income credit 1,510
Earned income credit amount [11] $3,258,000
Number of returns with excess earned income credit 1,240
Excess earned income credit (refundable) amount [12] $2,797,000
Number of returns with additional child tax credit 970
Additional child tax credit amount $1,400,000
Number of returns with refundable education credit 210
Refundable education credit amount $180,000
Number of returns with income tax 5,210
Income tax amount [13] $13,087,000
Number of returns with tax liability 5,410
Total tax liability amount [14] $14,123,000
Number of returns with net investment income tax 0
Net investment income tax
Number of returns with tax due at time of filing 790
Tax due at time of filing amount [15] $1,071,000
Number of returns with overpayments refunded 5,500
Overpayments refunded amount [16] $14,266,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $53,000

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

County FIPS [4] 57
Number of returns 3,320
Number of single returns 1,310
Number of joint returns 1,520
Number of head of household returns 390
Number of returns with paid preparer's signature 1,930
Number of exemptions 6,730
Number of dependents 1,900
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [5] 0
Number of military volunteer prepared returns [5]
Number of tax counseling for the elderly (TCE) prepared returns [5] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [6] 430
Number of elderly returns [7] 1,080
Adjust gross income (AGI) [8] $203,630,000
Number of returns with total income 3,320
Salaries and wages amount $205,442,000
Number of returns with salaries and wages 2,800
Salaries and wages amount $151,424
Number of returns with taxable interest 1,360
Taxable interest amount $779
Number of returns with ordinary dividends 750
Ordinary dividends amount $1,932,000
Number of returns with qualified dividends 700
Qualified dividends amount [9] $1,423
Number of returns with state and local income tax refunds 500
State and local income tax refunds amount $302
Number of returns with business or professional net income (less loss) 360
Business or professional net income (less loss) amount $2,478,000
Number of returns with net capital gain (less loss) 550
Net capital gain (less loss) amount $1,997,000
Number of returns with taxable individual retirement arrangements distributions 430
Taxable individual retirement arrangements distributions amount $4,911,000
Number of returns with taxable pensions and annuities 1,010
Taxable pensions and annuities amount $25,123,000
Number of farm returns 70
Number of returns with unemployment compensation 190
Unemployment compensation amount [10] $1,039,000
Number of returns with taxable Social Security benefits 890
Taxable Social Security benefits amount $13,586,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $1,534,000
Number of returns with total statutory adjustments 840
Total statutory adjustments amount $1,812,000
Number of returns with educator expenses 100
Educator expenses amount $26,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $350,000
Number of returns with IRA payments 80
IRA payments amount $366,000
Number of returns with student loan interest deduction 470
Student loan interest deduction amount $526,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $56,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $113,000
Number of returns with itemized deductions 990
Total itemized deductions amount $15,326,000
Number of returns with State and local income taxes 840
State and local income taxes amount $2,504,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $210,000
Number of returns with real estate taxes 870
Real estate taxes amount $3,786,000
Number of returns with taxes paid 990
Taxes paid amount $6,567,000
Number of returns with mortgage interest paid 700
Mortgage interest paid amount $2,860,000
Number of returns with contributions 660
Contributions amount $1,490,000
Number of returns with taxable income 3,310
Taxable income amount $136,539,000
Number of returns with income tax before credits 3,290
Income tax before credits amount $19,180,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,240
Total tax credits amount $1,622,000
Number of returns with foreign tax credit 190
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $57,000
Number of returns with nonrefundable education credit 230
Nonrefundable education credit amount $279,000
Number of returns with retirement savings contribution credit 250
Retirement savings contribution credit amount $41,000
Number of returns with child tax credit 770
Child tax credit amount $1,154,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $55,000
Number of returns with self-employment tax 240
Self-employment tax amount $505,000
Number of returns with total tax payments 3,280
Total tax payments amount $23,849,000
Number of returns with earned income credit 30
Earned income credit amount [11] $10,000
Number of returns with excess earned income credit 20
Excess earned income credit (refundable) amount [12] $9,000
Number of returns with additional child tax credit 120
Additional child tax credit amount $168,000
Number of returns with refundable education credit 170
Refundable education credit amount $157,000
Number of returns with income tax 3,160
Income tax amount [13] $17,558,000
Number of returns with tax liability 3,190
Total tax liability amount [14] $18,241,000
Number of returns with net investment income tax 0
Net investment income tax
Number of returns with tax due at time of filing 750
Tax due at time of filing amount [15] $1,325,000
Number of returns with overpayments refunded 2,530
Overpayments refunded amount [16] $6,793,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $101,000

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

County FIPS [4] 57
Number of returns 2,020
Number of single returns 440
Number of joint returns 1,430
Number of head of household returns 120
Number of returns with paid preparer's signature 1,210
Number of exemptions 4,730
Number of dependents 1,280
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [5] 0
Number of military volunteer prepared returns [5]
Number of tax counseling for the elderly (TCE) prepared returns [5] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [6] 170
Number of elderly returns [7] 730
Adjust gross income (AGI) [8] $174,273,000
Number of returns with total income 2,020
Salaries and wages amount $175,681,000
Number of returns with salaries and wages 1,720
Salaries and wages amount $126,931
Number of returns with taxable interest 1,060
Taxable interest amount $720
Number of returns with ordinary dividends 590
Ordinary dividends amount $1,738,000
Number of returns with qualified dividends 550
Qualified dividends amount [9] $1,403
Number of returns with state and local income tax refunds 490
State and local income tax refunds amount $357
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $2,359,000
Number of returns with net capital gain (less loss) 430
Net capital gain (less loss) amount $1,947,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $4,505,000
Number of returns with taxable pensions and annuities 750
Taxable pensions and annuities amount $22,934,000
Number of farm returns 50
Number of returns with unemployment compensation 130
Unemployment compensation amount [10] $576,000
Number of returns with taxable Social Security benefits 580
Taxable Social Security benefits amount $11,775,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $915,000
Number of returns with total statutory adjustments 570
Total statutory adjustments amount $1,408,000
Number of returns with educator expenses 100
Educator expenses amount $27,000
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 $218,000
Number of returns with IRA payments 70
IRA payments amount $312,000
Number of returns with student loan interest deduction 270
Student loan interest deduction amount $328,000
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 850
Total itemized deductions amount $15,204,000
Number of returns with State and local income taxes 760
State and local income taxes amount $3,225,000
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 800
Real estate taxes amount $4,266,000
Number of returns with taxes paid 850
Taxes paid amount $7,729,000
Number of returns with mortgage interest paid 660
Mortgage interest paid amount $2,909,000
Number of returns with contributions 610
Contributions amount $1,674,000
Number of returns with taxable income 2,020
Taxable income amount $125,615,000
Number of returns with income tax before credits 2,020
Income tax before credits amount $18,366,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 830
Total tax credits amount $1,276,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $56,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $247,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 520
Child tax credit amount $847,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $99,000
Number of returns with self-employment tax 190
Self-employment tax amount $484,000
Number of returns with total tax payments 2,010
Total tax payments amount $21,441,000
Number of returns with earned income credit 0
Earned income credit amount [11] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [12] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 130
Refundable education credit amount $125,000
Number of returns with income tax 2,000
Income tax amount [13] $17,090,000
Number of returns with tax liability 2,010
Total tax liability amount [14] $17,758,000
Number of returns with net investment income tax 0
Net investment income tax
Number of returns with tax due at time of filing 490
Tax due at time of filing amount [15] $1,194,000
Number of returns with overpayments refunded 1,510
Overpayments refunded amount [16] $4,812,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $52,000

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

County FIPS [4] 57
Number of returns 2,130
Number of single returns 190
Number of joint returns 1,860
Number of head of household returns 60
Number of returns with paid preparer's signature 1,320
Number of exemptions 5,670
Number of dependents 1,690
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [5] 0
Number of military volunteer prepared returns [5]
Number of tax counseling for the elderly (TCE) prepared returns [5] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [6] 130
Number of elderly returns [7] 740
Adjust gross income (AGI) [8] $277,123,000
Number of returns with total income 2,130
Salaries and wages amount $279,572,000
Number of returns with salaries and wages 1,900
Salaries and wages amount $204,716
Number of returns with taxable interest 1,370
Taxable interest amount $1,062
Number of returns with ordinary dividends 800
Ordinary dividends amount $3,739,000
Number of returns with qualified dividends 750
Qualified dividends amount [9] $2,951
Number of returns with state and local income tax refunds 770
State and local income tax refunds amount $747
Number of returns with business or professional net income (less loss) 340
Business or professional net income (less loss) amount $4,293,000
Number of returns with net capital gain (less loss) 630
Net capital gain (less loss) amount $5,677,000
Number of returns with taxable individual retirement arrangements distributions 350
Taxable individual retirement arrangements distributions amount $7,897,000
Number of returns with taxable pensions and annuities 810
Taxable pensions and annuities amount $33,318,000
Number of farm returns 60
Number of returns with unemployment compensation 100
Unemployment compensation amount [10] $505,000
Number of returns with taxable Social Security benefits 560
Taxable Social Security benefits amount $12,831,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $3,344,000
Number of returns with total statutory adjustments 810
Total statutory adjustments amount $2,449,000
Number of returns with educator expenses 250
Educator expenses amount $76,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $885,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $472,000
Number of returns with IRA payments 60
IRA payments amount $317,000
Number of returns with student loan interest deduction 370
Student loan interest deduction amount $421,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $97,000
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $134,000
Number of returns with itemized deductions 1,480
Total itemized deductions amount $32,953,000
Number of returns with State and local income taxes 1,380
State and local income taxes amount $9,821,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $243,000
Number of returns with real estate taxes 1,430
Real estate taxes amount $8,157,000
Number of returns with taxes paid 1,480
Taxes paid amount $18,397,000
Number of returns with mortgage interest paid 1,200
Mortgage interest paid amount $5,942,000
Number of returns with contributions 1,180
Contributions amount $3,484,000
Number of returns with taxable income 2,130
Taxable income amount $212,681,000
Number of returns with income tax before credits 2,130
Income tax before credits amount $35,605,000
Number of returns with alternative minimum tax 50
Alternative minimum tax amount $100,000
Number of returns with total tax credits 970
Total tax credits amount $1,324,000
Number of returns with foreign tax credit 260
Foreign tax credit amount $27,000
Number of returns with child and dependent care credit 200
Child and dependent care credit amount $97,000
Number of returns with nonrefundable education credit 260
Nonrefundable education credit amount $394,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 400
Child tax credit amount $563,000
Number of returns with residential energy tax credit 110
Residential energy tax credit amount $160,000
Number of returns with self-employment tax 210
Self-employment tax amount $833,000
Number of returns with total tax payments 2,120
Total tax payments amount $38,797,000
Number of returns with earned income credit 0
Earned income credit amount [11] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [12] $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 $242,000
Number of returns with income tax 2,120
Income tax amount [13] $34,281,000
Number of returns with tax liability 2,120
Total tax liability amount [14] $35,371,000
Number of returns with net investment income tax 0
Net investment income tax
Number of returns with tax due at time of filing 680
Tax due at time of filing amount [15] $2,725,000
Number of returns with overpayments refunded 1,400
Overpayments refunded amount [16] $5,713,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $413,000

Adjusted Gross Income: $200,000 or more

County FIPS [4] 57
Number of returns 280
Number of single returns 40
Number of joint returns 240
Number of head of household returns 0
Number of returns with paid preparer's signature 230
Number of exemptions 710
Number of dependents 180
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [5] 0
Number of military volunteer prepared returns [5]
Number of tax counseling for the elderly (TCE) prepared returns [5] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [6] 0
Number of elderly returns [7] 130
Adjust gross income (AGI) [8] $111,299,000
Number of returns with total income 280
Salaries and wages amount $113,597,000
Number of returns with salaries and wages 250
Salaries and wages amount $52,070
Number of returns with taxable interest 230
Taxable interest amount $688
Number of returns with ordinary dividends 180
Ordinary dividends amount $3,547,000
Number of returns with qualified dividends 180
Qualified dividends amount [9] $2,204
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $417
Number of returns with business or professional net income (less loss) 70
Business or professional net income (less loss) amount $5,093,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $6,088,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $4,790,000
Number of returns with taxable pensions and annuities 100
Taxable pensions and annuities amount $5,158,000
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [10] $0
Number of returns with taxable Social Security benefits 80
Taxable Social Security benefits amount $2,146,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $19,882,000
Number of returns with total statutory adjustments 120
Total statutory adjustments amount $2,298,000
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 $413,000
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 $476,000
Number of returns with itemized deductions 270
Total itemized deductions amount $15,091,000
Number of returns with State and local income taxes 260
State and local income taxes amount $7,775,000
Number of returns with State and local general sales tax 0
State and local general sales tax amount $0
Number of returns with real estate taxes 260
Real estate taxes amount $2,664,000
Number of returns with taxes paid 270
Taxes paid amount $10,515,000
Number of returns with mortgage interest paid 170
Mortgage interest paid amount $1,047,000
Number of returns with contributions 250
Contributions amount $2,137,000
Number of returns with taxable income 280
Taxable income amount $93,853,000
Number of returns with income tax before credits 280
Income tax before credits amount $25,546,000
Number of returns with alternative minimum tax 170
Alternative minimum tax amount $941,000
Number of returns with total tax credits 120
Total tax credits amount $135,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $22,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 70
Self-employment tax amount $555,000
Number of returns with total tax payments 280
Total tax payments amount $28,052,000
Number of returns with earned income credit 0
Earned income credit amount [11] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [12] $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 280
Income tax amount [13] $25,378,000
Number of returns with tax liability 280
Total tax liability amount [14] $26,772,000
Number of returns with net investment income tax 140
Net investment income tax
Number of returns with tax due at time of filing 150
Tax due at time of filing amount [15] $2,055,000
Number of returns with overpayments refunded 100
Overpayments refunded amount [16] $869,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $1,479,000

[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] Variables for the Metropolitan/Micropolitan Statistical Areas (metro/micro areas) CSV file only. Metro and micro areas, otherwise known as Core Based Statistical Areas, are geographic entities delineated by the Office of Management and Budget (OMB) for use by Federal statistical agencies. A metro area contains a core urban area of 50,000 or more population, and a micro area contains an urban core of at least 10,000 (but less than 50,000) population. For more information see https://www.census.gov/population/metro/.

[4] The County Federal Information Processing System (FIPS) codes used for these statistics were derived from the U.S. Census Bureau.  A complete list of codes can be obtained from https://www.census.gov/geo/reference/codes/cou.html.

[5] The "Number of volunteer prepared returns" shows counts of returns prepared by IRS-certified volunteers to 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.

[6] These data do not distinguish between refund anticipation loans and refund advances.

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

[8] Less deficit.

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

[10] 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.

[11] 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 12 below for explanation of the refundable portion of the earned income credit.

[12] 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.

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

[14] “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.

[15] 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.

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


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