CLERMONT, OH 2017 IRS Tax Stats

CLERMONT, OH Income Tax Overview

2010 Population for CLERMONT, OH 0
Total Number of Tax Returns for CLERMONT, OH [1] 99,860
Total Number of Joint Tax Returns for CLERMONT, OH 38,740
Total Number of Dependents for CLERMONT, OH 57,260
Total Adjusted Gross Income for CLERMONT, OH $6,589,498

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


Adjusted Gross Income: Under $1

County FIPS [4] 25
Number of returns 800
Number of single returns 500
Number of joint returns 240
Number of head of household returns 30
Number of returns with paid preparer's signature 460
Number of exemptions 1,140
Number of dependents 160
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] 400
Adjust gross income (AGI) [8] ($37,112,000)
Number of returns with total income 560
Salaries and wages amount ($36,461,000)
Number of returns with salaries and wages 180
Salaries and wages amount $4,914
Number of returns with taxable interest 210
Taxable interest amount $313
Number of returns with ordinary dividends 170
Ordinary dividends amount $416,000
Number of returns with qualified dividends 160
Qualified dividends amount [9] $284
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $90
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount ($3,167,000)
Number of returns with net capital gain (less loss) 220
Net capital gain (less loss) amount $319,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $723,000
Number of returns with taxable pensions and annuities 110
Taxable pensions and annuities amount $995,000
Number of farm returns 40
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) 130
Partnership/S-corp net income (less loss) amount ($11,816,000)
Number of returns with total statutory adjustments 190
Total statutory adjustments amount $651,000
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 $218,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 50
Student loan interest deduction amount $56,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $91,000
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
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 100
Self-employment tax amount $187,000
Number of returns with total tax payments 370
Total tax payments amount $1,363,000
Number of returns with earned income credit 60
Earned income credit amount [11] $71,000
Number of returns with excess earned income credit 40
Excess earned income credit (refundable) amount [12] $49,000
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 40
Refundable education credit amount $37,000
Number of returns with income tax 0
Income tax amount [13] $0
Number of returns with tax liability 120
Total tax liability amount [14] $266,000
Number of returns with net investment income tax 0
Net investment income tax
Number of returns with tax due at time of filing 70
Tax due at time of filing amount [15] $168,000
Number of returns with overpayments refunded 310
Overpayments refunded amount [16] $836,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $429,000

Adjusted Gross Income: $1 under $10,000

County FIPS [4] 25
Number of returns 12,920
Number of single returns 11,060
Number of joint returns 880
Number of head of household returns 810
Number of returns with paid preparer's signature 4,260
Number of exemptions 9,840
Number of dependents 2,140
Total number of volunteer prepared returns [5] 330
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] 240
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [6] 1,270
Number of elderly returns [7] 2,130
Adjust gross income (AGI) [8] $65,830,000
Number of returns with total income 12,920
Salaries and wages amount $67,112,000
Number of returns with salaries and wages 10,420
Salaries and wages amount $52,981
Number of returns with taxable interest 1,350
Taxable interest amount $507
Number of returns with ordinary dividends 1,180
Ordinary dividends amount $1,151,000
Number of returns with qualified dividends 1,110
Qualified dividends amount [9] $780
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $43
Number of returns with business or professional net income (less loss) 1,290
Business or professional net income (less loss) amount $4,914,000
Number of returns with net capital gain (less loss) 900
Net capital gain (less loss) amount $380,000
Number of returns with taxable individual retirement arrangements distributions 630
Taxable individual retirement arrangements distributions amount $2,463,000
Number of returns with taxable pensions and annuities 1,230
Taxable pensions and annuities amount $5,414,000
Number of farm returns 40
Number of returns with unemployment compensation 80
Unemployment compensation amount [10] $275,000
Number of returns with taxable Social Security benefits 50
Taxable Social Security benefits amount $245,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $77,000
Number of returns with total statutory adjustments 1,350
Total statutory adjustments amount $1,282,000
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 80
Self-employment health insurance deduction amount $233,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 210
Student loan interest deduction amount $185,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $223,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 370
Total itemized deductions amount $5,041,000
Number of returns with State and local income taxes 100
State and local income taxes amount $60,000
Number of returns with State and local general sales tax 180
State and local general sales tax amount $89,000
Number of returns with real estate taxes 280
Real estate taxes amount $865,000
Number of returns with taxes paid 350
Taxes paid amount $1,030,000
Number of returns with mortgage interest paid 220
Mortgage interest paid amount $1,082,000
Number of returns with contributions 220
Contributions amount $285,000
Number of returns with taxable income 1,820
Taxable income amount $3,051,000
Number of returns with income tax before credits 1,770
Income tax before credits amount $331,000
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 $6,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 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 1,080
Self-employment tax amount $798,000
Number of returns with total tax payments 11,420
Total tax payments amount $9,082,000
Number of returns with earned income credit 3,160
Earned income credit amount [11] $3,635,000
Number of returns with excess earned income credit 2,810
Excess earned income credit (refundable) amount [12] $3,260,000
Number of returns with additional child tax credit 960
Additional child tax credit amount $633,000
Number of returns with refundable education credit 260
Refundable education credit amount $229,000
Number of returns with income tax 1,740
Income tax amount [13] $325,000
Number of returns with tax liability 2,900
Total tax liability amount [14] $1,155,000
Number of returns with net investment income tax 0
Net investment income tax
Number of returns with tax due at time of filing 840
Tax due at time of filing amount [15] $376,000
Number of returns with overpayments refunded 10,920
Overpayments refunded amount [16] $8,244,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $67,000

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

County FIPS [4] 25
Number of returns 18,110
Number of single returns 12,100
Number of joint returns 2,520
Number of head of household returns 2,940
Number of returns with paid preparer's signature 7,090
Number of exemptions 26,340
Number of dependents 7,530
Total number of volunteer prepared returns [5] 520
Number of volunteer income tax assistance (VITA) prepared returns [5] 110
Number of military volunteer prepared returns [5]
Number of tax counseling for the elderly (TCE) prepared returns [5] 410
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [6] 3,270
Number of elderly returns [7] 4,210
Adjust gross income (AGI) [8] $312,466,000
Number of returns with total income 18,110
Salaries and wages amount $316,851,000
Number of returns with salaries and wages 14,280
Salaries and wages amount $236,259
Number of returns with taxable interest 2,420
Taxable interest amount $1,443
Number of returns with ordinary dividends 1,800
Ordinary dividends amount $3,625,000
Number of returns with qualified dividends 1,670
Qualified dividends amount [9] $2,609
Number of returns with state and local income tax refunds 320
State and local income tax refunds amount $181
Number of returns with business or professional net income (less loss) 2,350
Business or professional net income (less loss) amount $22,550,000
Number of returns with net capital gain (less loss) 1,280
Net capital gain (less loss) amount $2,094,000
Number of returns with taxable individual retirement arrangements distributions 1,550
Taxable individual retirement arrangements distributions amount $11,327,000
Number of returns with taxable pensions and annuities 3,140
Taxable pensions and annuities amount $33,334,000
Number of farm returns 80
Number of returns with unemployment compensation 450
Unemployment compensation amount [10] $1,900,000
Number of returns with taxable Social Security benefits 1,710
Taxable Social Security benefits amount $3,243,000
Number of returns with partnership/S-corp net income (less loss) 220
Partnership/S-corp net income (less loss) amount $75,000
Number of returns with total statutory adjustments 3,150
Total statutory adjustments amount $4,385,000
Number of returns with educator expenses 70
Educator expenses amount $15,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 230
Self-employment health insurance deduction amount $859,000
Number of returns with IRA payments 140
IRA payments amount $459,000
Number of returns with student loan interest deduction 910
Student loan interest deduction amount $712,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $104,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,060
Total itemized deductions amount $17,100,000
Number of returns with State and local income taxes 420
State and local income taxes amount $415,000
Number of returns with State and local general sales tax 520
State and local general sales tax amount $326,000
Number of returns with real estate taxes 820
Real estate taxes amount $2,785,000
Number of returns with taxes paid 1,040
Taxes paid amount $3,608,000
Number of returns with mortgage interest paid 620
Mortgage interest paid amount $3,114,000
Number of returns with contributions 690
Contributions amount $1,585,000
Number of returns with taxable income 12,800
Taxable income amount $87,946,000
Number of returns with income tax before credits 12,680
Income tax before credits amount $9,312,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 3,310
Total tax credits amount $1,094,000
Number of returns with foreign tax credit 200
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $46,000
Number of returns with nonrefundable education credit 810
Nonrefundable education credit amount $511,000
Number of returns with retirement savings contribution credit 1,470
Retirement savings contribution credit amount $226,000
Number of returns with child tax credit 890
Child tax credit amount $296,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 2,100
Self-employment tax amount $3,630,000
Number of returns with total tax payments 17,020
Total tax payments amount $47,482,000
Number of returns with earned income credit 5,410
Earned income credit amount [11] $17,129,000
Number of returns with excess earned income credit 4,650
Excess earned income credit (refundable) amount [12] $14,940,000
Number of returns with additional child tax credit 3,680
Additional child tax credit amount $4,874,000
Number of returns with refundable education credit 710
Refundable education credit amount $632,000
Number of returns with income tax 10,830
Income tax amount [13] $8,217,000
Number of returns with tax liability 12,470
Total tax liability amount [14] $12,467,000
Number of returns with net investment income tax 0
Net investment income tax
Number of returns with tax due at time of filing 1,650
Tax due at time of filing amount [15] $1,776,000
Number of returns with overpayments refunded 15,830
Overpayments refunded amount [16] $36,533,000
Number of returns with credit to next year’s estimated tax 130
Credited to next year’s estimated tax amount $226,000

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

County FIPS [4] 25
Number of returns 24,140
Number of single returns 12,630
Number of joint returns 5,390
Number of head of household returns 3,890
Number of returns with paid preparer's signature 10,220
Number of exemptions 41,200
Number of dependents 11,840
Total number of volunteer prepared returns [5] 440
Number of volunteer income tax assistance (VITA) prepared returns [5] 100
Number of military volunteer prepared returns [5]
Number of tax counseling for the elderly (TCE) prepared returns [5] 350
Number of volunteer prepared returns with Earned Income Credit 20
Number of refund anticipation check returns [6] 4,380
Number of elderly returns [7] 5,470
Adjust gross income (AGI) [8] $883,290,000
Number of returns with total income 24,140
Salaries and wages amount $893,280,000
Number of returns with salaries and wages 20,840
Salaries and wages amount $715,336
Number of returns with taxable interest 4,020
Taxable interest amount $2,497
Number of returns with ordinary dividends 2,900
Ordinary dividends amount $6,602,000
Number of returns with qualified dividends 2,700
Qualified dividends amount [9] $4,668
Number of returns with state and local income tax refunds 1,720
State and local income tax refunds amount $675
Number of returns with business or professional net income (less loss) 2,440
Business or professional net income (less loss) amount $25,990,000
Number of returns with net capital gain (less loss) 2,050
Net capital gain (less loss) amount $5,044,000
Number of returns with taxable individual retirement arrangements distributions 2,240
Taxable individual retirement arrangements distributions amount $23,690,000
Number of returns with taxable pensions and annuities 4,400
Taxable pensions and annuities amount $74,534,000
Number of farm returns 120
Number of returns with unemployment compensation 740
Unemployment compensation amount [10] $3,282,000
Number of returns with taxable Social Security benefits 4,110
Taxable Social Security benefits amount $28,337,000
Number of returns with partnership/S-corp net income (less loss) 440
Partnership/S-corp net income (less loss) amount $3,522,000
Number of returns with total statutory adjustments 5,350
Total statutory adjustments amount $9,990,000
Number of returns with educator expenses 310
Educator expenses amount $73,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $449,000
Number of returns with self-employment health insurance deduction 360
Self-employment health insurance deduction amount $1,788,000
Number of returns with IRA payments 300
IRA payments amount $1,061,000
Number of returns with student loan interest deduction 2,850
Student loan interest deduction amount $2,910,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $103,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $75,000
Number of returns with itemized deductions 3,630
Total itemized deductions amount $48,931,000
Number of returns with State and local income taxes 2,740
State and local income taxes amount $4,252,000
Number of returns with State and local general sales tax 770
State and local general sales tax amount $720,000
Number of returns with real estate taxes 2,960
Real estate taxes amount $8,309,000
Number of returns with taxes paid 3,610
Taxes paid amount $13,477,000
Number of returns with mortgage interest paid 2,610
Mortgage interest paid amount $12,421,000
Number of returns with contributions 2,270
Contributions amount $5,520,000
Number of returns with taxable income 23,540
Taxable income amount $496,743,000
Number of returns with income tax before credits 23,420
Income tax before credits amount $61,861,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 8,610
Total tax credits amount $7,102,000
Number of returns with foreign tax credit 610
Foreign tax credit amount $26,000
Number of returns with child and dependent care credit 600
Child and dependent care credit amount $329,000
Number of returns with nonrefundable education credit 1,070
Nonrefundable education credit amount $1,193,000
Number of returns with retirement savings contribution credit 3,640
Retirement savings contribution credit amount $640,000
Number of returns with child tax credit 4,850
Child tax credit amount $4,809,000
Number of returns with residential energy tax credit 140
Residential energy tax credit amount $64,000
Number of returns with self-employment tax 1,940
Self-employment tax amount $4,718,000
Number of returns with total tax payments 23,610
Total tax payments amount $103,771,000
Number of returns with earned income credit 4,510
Earned income credit amount [11] $9,250,000
Number of returns with excess earned income credit 3,510
Excess earned income credit (refundable) amount [12] $7,438,000
Number of returns with additional child tax credit 2,980
Additional child tax credit amount $4,204,000
Number of returns with refundable education credit 720
Refundable education credit amount $647,000
Number of returns with income tax 20,610
Income tax amount [13] $54,759,000
Number of returns with tax liability 21,450
Total tax liability amount [14] $60,599,000
Number of returns with net investment income tax 0
Net investment income tax
Number of returns with tax due at time of filing 3,450
Tax due at time of filing amount [15] $5,094,000
Number of returns with overpayments refunded 20,440
Overpayments refunded amount [16] $47,686,000
Number of returns with credit to next year’s estimated tax 220
Credited to next year’s estimated tax amount $470,000

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

County FIPS [4] 25
Number of returns 15,190
Number of single returns 5,160
Number of joint returns 6,830
Number of head of household returns 1,470
Number of returns with paid preparer's signature 7,450
Number of exemptions 31,350
Number of dependents 9,320
Total number of volunteer prepared returns [5] 200
Number of volunteer income tax assistance (VITA) prepared returns [5] 50
Number of military volunteer prepared returns [5]
Number of tax counseling for the elderly (TCE) prepared returns [5] 150
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [6] 1,990
Number of elderly returns [7] 4,430
Adjust gross income (AGI) [8] $936,527,000
Number of returns with total income 15,190
Salaries and wages amount $947,391,000
Number of returns with salaries and wages 13,030
Salaries and wages amount $717,437
Number of returns with taxable interest 3,970
Taxable interest amount $2,645
Number of returns with ordinary dividends 3,210
Ordinary dividends amount $10,241,000
Number of returns with qualified dividends 3,020
Qualified dividends amount [9] $7,773
Number of returns with state and local income tax refunds 3,370
State and local income tax refunds amount $1,573
Number of returns with business or professional net income (less loss) 2,020
Business or professional net income (less loss) amount $25,014,000
Number of returns with net capital gain (less loss) 2,340
Net capital gain (less loss) amount $9,783,000
Number of returns with taxable individual retirement arrangements distributions 2,000
Taxable individual retirement arrangements distributions amount $29,274,000
Number of returns with taxable pensions and annuities 3,810
Taxable pensions and annuities amount $90,834,000
Number of farm returns 130
Number of returns with unemployment compensation 530
Unemployment compensation amount [10] $2,516,000
Number of returns with taxable Social Security benefits 3,230
Taxable Social Security benefits amount $47,607,000
Number of returns with partnership/S-corp net income (less loss) 530
Partnership/S-corp net income (less loss) amount $6,663,000
Number of returns with total statutory adjustments 4,330
Total statutory adjustments amount $10,864,000
Number of returns with educator expenses 370
Educator expenses amount $90,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $410,000
Number of returns with self-employment health insurance deduction 320
Self-employment health insurance deduction amount $1,813,000
Number of returns with IRA payments 300
IRA payments amount $1,549,000
Number of returns with student loan interest deduction 2,190
Student loan interest deduction amount $2,596,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $123,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 5,410
Total itemized deductions amount $78,957,000
Number of returns with State and local income taxes 4,830
State and local income taxes amount $11,867,000
Number of returns with State and local general sales tax 510
State and local general sales tax amount $671,000
Number of returns with real estate taxes 4,680
Real estate taxes amount $14,418,000
Number of returns with taxes paid 5,400
Taxes paid amount $27,333,000
Number of returns with mortgage interest paid 4,270
Mortgage interest paid amount $21,959,000
Number of returns with contributions 3,580
Contributions amount $9,708,000
Number of returns with taxable income 15,150
Taxable income amount $629,153,000
Number of returns with income tax before credits 15,100
Income tax before credits amount $88,819,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 5,980
Total tax credits amount $8,019,000
Number of returns with foreign tax credit 890
Foreign tax credit amount $83,000
Number of returns with child and dependent care credit 460
Child and dependent care credit amount $255,000
Number of returns with nonrefundable education credit 830
Nonrefundable education credit amount $1,113,000
Number of returns with retirement savings contribution credit 1,160
Retirement savings contribution credit amount $194,000
Number of returns with child tax credit 4,010
Child tax credit amount $6,179,000
Number of returns with residential energy tax credit 160
Residential energy tax credit amount $88,000
Number of returns with self-employment tax 1,600
Self-employment tax amount $4,431,000
Number of returns with total tax payments 15,000
Total tax payments amount $109,996,000
Number of returns with earned income credit 100
Earned income credit amount [11] $34,000
Number of returns with excess earned income credit 70
Excess earned income credit (refundable) amount [12] $28,000
Number of returns with additional child tax credit 520
Additional child tax credit amount $706,000
Number of returns with refundable education credit 570
Refundable education credit amount $558,000
Number of returns with income tax 14,560
Income tax amount [13] $80,800,000
Number of returns with tax liability 14,740
Total tax liability amount [14] $86,009,000
Number of returns with net investment income tax 0
Net investment income tax
Number of returns with tax due at time of filing 3,470
Tax due at time of filing amount [15] $7,492,000
Number of returns with overpayments refunded 11,500
Overpayments refunded amount [16] $30,650,000
Number of returns with credit to next year’s estimated tax 260
Credited to next year’s estimated tax amount $610,000

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

County FIPS [4] 25
Number of returns 10,270
Number of single returns 1,770
Number of joint returns 7,110
Number of head of household returns 550
Number of returns with paid preparer's signature 5,210
Number of exemptions 25,050
Number of dependents 7,680
Total number of volunteer prepared returns [5] 60
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] 60
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [6] 1,030
Number of elderly returns [7] 3,210
Adjust gross income (AGI) [8] $891,204,000
Number of returns with total income 10,270
Salaries and wages amount $901,027,000
Number of returns with salaries and wages 8,990
Salaries and wages amount $675,015
Number of returns with taxable interest 3,500
Taxable interest amount $2,680
Number of returns with ordinary dividends 2,960
Ordinary dividends amount $11,512,000
Number of returns with qualified dividends 2,780
Qualified dividends amount [9] $8,940
Number of returns with state and local income tax refunds 3,390
State and local income tax refunds amount $1,941
Number of returns with business or professional net income (less loss) 1,610
Business or professional net income (less loss) amount $22,347,000
Number of returns with net capital gain (less loss) 2,280
Net capital gain (less loss) amount $12,270,000
Number of returns with taxable individual retirement arrangements distributions 1,740
Taxable individual retirement arrangements distributions amount $33,363,000
Number of returns with taxable pensions and annuities 2,930
Taxable pensions and annuities amount $83,588,000
Number of farm returns 120
Number of returns with unemployment compensation 400
Unemployment compensation amount [10] $1,983,000
Number of returns with taxable Social Security benefits 2,320
Taxable Social Security benefits amount $44,814,000
Number of returns with partnership/S-corp net income (less loss) 510
Partnership/S-corp net income (less loss) amount $8,046,000
Number of returns with total statutory adjustments 3,240
Total statutory adjustments amount $9,823,000
Number of returns with educator expenses 300
Educator expenses amount $76,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $660,000
Number of returns with self-employment health insurance deduction 220
Self-employment health insurance deduction amount $1,590,000
Number of returns with IRA payments 260
IRA payments amount $1,420,000
Number of returns with student loan interest deduction 1,550
Student loan interest deduction amount $1,947,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $54,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $84,000
Number of returns with itemized deductions 4,920
Total itemized deductions amount $85,355,000
Number of returns with State and local income taxes 4,590
State and local income taxes amount $16,102,000
Number of returns with State and local general sales tax 290
State and local general sales tax amount $589,000
Number of returns with real estate taxes 4,540
Real estate taxes amount $16,383,000
Number of returns with taxes paid 4,920
Taxes paid amount $33,392,000
Number of returns with mortgage interest paid 4,150
Mortgage interest paid amount $24,081,000
Number of returns with contributions 3,710
Contributions amount $11,904,000
Number of returns with taxable income 10,260
Taxable income amount $639,694,000
Number of returns with income tax before credits 10,230
Income tax before credits amount $94,376,000
Number of returns with alternative minimum tax 50
Alternative minimum tax amount $55,000
Number of returns with total tax credits 4,420
Total tax credits amount $7,109,000
Number of returns with foreign tax credit 910
Foreign tax credit amount $102,000
Number of returns with child and dependent care credit 590
Child and dependent care credit amount $331,000
Number of returns with nonrefundable education credit 810
Nonrefundable education credit amount $1,134,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 3,090
Child tax credit amount $5,318,000
Number of returns with residential energy tax credit 130
Residential energy tax credit amount $72,000
Number of returns with self-employment tax 1,280
Self-employment tax amount $4,036,000
Number of returns with total tax payments 10,180
Total tax payments amount $108,449,000
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 60
Additional child tax credit amount $102,000
Number of returns with refundable education credit 590
Refundable education credit amount $583,000
Number of returns with income tax 10,160
Income tax amount [13] $87,267,000
Number of returns with tax liability 10,190
Total tax liability amount [14] $92,154,000
Number of returns with net investment income tax 0
Net investment income tax
Number of returns with tax due at time of filing 2,760
Tax due at time of filing amount [15] $7,311,000
Number of returns with overpayments refunded 7,280
Overpayments refunded amount [16] $22,745,000
Number of returns with credit to next year’s estimated tax 270
Credited to next year’s estimated tax amount $740,000

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

County FIPS [4] 25
Number of returns 14,310
Number of single returns 1,280
Number of joint returns 12,070
Number of head of household returns 390
Number of returns with paid preparer's signature 7,010
Number of exemptions 40,220
Number of dependents 13,850
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] 910
Number of elderly returns [7] 4,280
Adjust gross income (AGI) [8] $1,916,225,000
Number of returns with total income 14,310
Salaries and wages amount $1,938,282,000
Number of returns with salaries and wages 12,930
Salaries and wages amount $1,477,827
Number of returns with taxable interest 6,570
Taxable interest amount $6,113
Number of returns with ordinary dividends 5,950
Ordinary dividends amount $32,167,000
Number of returns with qualified dividends 5,660
Qualified dividends amount [9] $25,823
Number of returns with state and local income tax refunds 6,760
State and local income tax refunds amount $5,344
Number of returns with business or professional net income (less loss) 2,670
Business or professional net income (less loss) amount $52,274,000
Number of returns with net capital gain (less loss) 4,620
Net capital gain (less loss) amount $41,446,000
Number of returns with taxable individual retirement arrangements distributions 2,560
Taxable individual retirement arrangements distributions amount $74,267,000
Number of returns with taxable pensions and annuities 3,850
Taxable pensions and annuities amount $137,723,000
Number of farm returns 180
Number of returns with unemployment compensation 440
Unemployment compensation amount [10] $2,250,000
Number of returns with taxable Social Security benefits 2,720
Taxable Social Security benefits amount $59,828,000
Number of returns with partnership/S-corp net income (less loss) 1,320
Partnership/S-corp net income (less loss) amount $36,466,000
Number of returns with total statutory adjustments 5,560
Total statutory adjustments amount $22,057,000
Number of returns with educator expenses 750
Educator expenses amount $193,000
Number of returns with self-employment retirement plans 200
Self-employment retirement plans amount $3,061,000
Number of returns with self-employment health insurance deduction 500
Self-employment health insurance deduction amount $4,431,000
Number of returns with IRA payments 420
IRA payments amount $2,203,000
Number of returns with student loan interest deduction 2,290
Student loan interest deduction amount $2,724,000
Number of returns with tuition and fees deduction 230
Tuition and fees deduction amount $432,000
Returns with domestic production activities deduction 90
Domestic production activities deduction amount $406,000
Number of returns with itemized deductions 10,660
Total itemized deductions amount $235,482,000
Number of returns with State and local income taxes 10,260
State and local income taxes amount $60,622,000
Number of returns with State and local general sales tax 330
State and local general sales tax amount $753,000
Number of returns with real estate taxes 10,260
Real estate taxes amount $48,248,000
Number of returns with taxes paid 10,650
Taxes paid amount $110,463,000
Number of returns with mortgage interest paid 9,400
Mortgage interest paid amount $63,711,000
Number of returns with contributions 8,900
Contributions amount $35,599,000
Number of returns with taxable income 14,300
Taxable income amount $1,471,390,000
Number of returns with income tax before credits 14,280
Income tax before credits amount $251,207,000
Number of returns with alternative minimum tax 370
Alternative minimum tax amount $644,000
Number of returns with total tax credits 6,690
Total tax credits amount $8,858,000
Number of returns with foreign tax credit 1,900
Foreign tax credit amount $327,000
Number of returns with child and dependent care credit 1,290
Child and dependent care credit amount $766,000
Number of returns with nonrefundable education credit 1,490
Nonrefundable education credit amount $2,192,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 3,380
Child tax credit amount $4,718,000
Number of returns with residential energy tax credit 300
Residential energy tax credit amount $141,000
Number of returns with self-employment tax 2,110
Self-employment tax amount $8,847,000
Number of returns with total tax payments 14,230
Total tax payments amount $269,645,000
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 20
Additional child tax credit amount $45,000
Number of returns with refundable education credit 1,300
Refundable education credit amount $1,329,000
Number of returns with income tax 14,240
Income tax amount [13] $242,349,000
Number of returns with tax liability 14,260
Total tax liability amount [14] $253,167,000
Number of returns with net investment income tax 140
Net investment income tax
Number of returns with tax due at time of filing 5,130
Tax due at time of filing amount [15] $21,821,000
Number of returns with overpayments refunded 8,800
Overpayments refunded amount [16] $35,574,000
Number of returns with credit to next year’s estimated tax 530
Credited to next year’s estimated tax amount $2,453,000

Adjusted Gross Income: $200,000 or more

County FIPS [4] 25
Number of returns 4,120
Number of single returns 270
Number of joint returns 3,700
Number of head of household returns 70
Number of returns with paid preparer's signature 2,630
Number of exemptions 12,560
Number of dependents 4,740
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] 80
Number of elderly returns [7] 1,160
Adjust gross income (AGI) [8] $1,583,956,000
Number of returns with total income 4,120
Salaries and wages amount $1,609,747,000
Number of returns with salaries and wages 3,790
Salaries and wages amount $973,221
Number of returns with taxable interest 3,000
Taxable interest amount $7,255
Number of returns with ordinary dividends 2,840
Ordinary dividends amount $56,383,000
Number of returns with qualified dividends 2,740
Qualified dividends amount [9] $49,067
Number of returns with state and local income tax refunds 2,240
State and local income tax refunds amount $6,139
Number of returns with business or professional net income (less loss) 880
Business or professional net income (less loss) amount $49,265,000
Number of returns with net capital gain (less loss) 2,570
Net capital gain (less loss) amount $180,084,000
Number of returns with taxable individual retirement arrangements distributions 760
Taxable individual retirement arrangements distributions amount $38,619,000
Number of returns with taxable pensions and annuities 930
Taxable pensions and annuities amount $41,739,000
Number of farm returns 70
Number of returns with unemployment compensation 60
Unemployment compensation amount [10] $376,000
Number of returns with taxable Social Security benefits 580
Taxable Social Security benefits amount $14,363,000
Number of returns with partnership/S-corp net income (less loss) 1,140
Partnership/S-corp net income (less loss) amount $212,854,000
Number of returns with total statutory adjustments 1,420
Total statutory adjustments amount $25,791,000
Number of returns with educator expenses 120
Educator expenses amount $31,000
Number of returns with self-employment retirement plans 230
Self-employment retirement plans amount $6,604,000
Number of returns with self-employment health insurance deduction 420
Self-employment health insurance deduction amount $5,060,000
Number of returns with IRA payments 60
IRA payments amount $533,000
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 160
Domestic production activities deduction amount $5,393,000
Number of returns with itemized deductions 3,930
Total itemized deductions amount $160,767,000
Number of returns with State and local income taxes 3,840
State and local income taxes amount $67,619,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $187,000
Number of returns with real estate taxes 3,810
Real estate taxes amount $31,667,000
Number of returns with taxes paid 3,930
Taxes paid amount $99,961,000
Number of returns with mortgage interest paid 3,260
Mortgage interest paid amount $28,897,000
Number of returns with contributions 3,650
Contributions amount $33,740,000
Number of returns with taxable income 4,120
Taxable income amount $1,382,464,000
Number of returns with income tax before credits 4,120
Income tax before credits amount $354,489,000
Number of returns with alternative minimum tax 2,180
Alternative minimum tax amount $9,466,000
Number of returns with total tax credits 1,760
Total tax credits amount $3,917,000
Number of returns with foreign tax credit 1,360
Foreign tax credit amount $1,951,000
Number of returns with child and dependent care credit 310
Child and dependent care credit amount $180,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 110
Residential energy tax credit amount $60,000
Number of returns with self-employment tax 830
Self-employment tax amount $6,270,000
Number of returns with total tax payments 4,100
Total tax payments amount $346,583,000
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 4,120
Income tax amount [13] $350,572,000
Number of returns with tax liability 4,120
Total tax liability amount [14] $366,855,000
Number of returns with net investment income tax 2,110
Net investment income tax
Number of returns with tax due at time of filing 2,160
Tax due at time of filing amount [15] $53,828,000
Number of returns with overpayments refunded 1,550
Overpayments refunded amount [16] $14,457,000
Number of returns with credit to next year’s estimated tax 500
Credited to next year’s estimated tax amount $18,767,000

[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.