HAMILTON, OH 2017 IRS Tax Stats

HAMILTON, OH Income Tax Overview

2010 Population for HAMILTON, OH 0
Total Number of Tax Returns for HAMILTON, OH [1] 404,610
Total Number of Joint Tax Returns for HAMILTON, OH 115,180
Total Number of Dependents for HAMILTON, OH 228,400
Total Adjusted Gross Income for HAMILTON, OH $29,846,578

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


Adjusted Gross Income: Under $1

County FIPS [4] 61
Number of returns 3,440
Number of single returns 2,420
Number of joint returns 760
Number of head of household returns 140
Number of returns with paid preparer's signature 1,910
Number of exemptions 4,730
Number of dependents 800
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] 140
Number of elderly returns [7] 1,440
Adjust gross income (AGI) [8] ($330,418,000)
Number of returns with total income 2,400
Salaries and wages amount ($326,589,000)
Number of returns with salaries and wages 840
Salaries and wages amount $31,679
Number of returns with taxable interest 890
Taxable interest amount $9,825
Number of returns with ordinary dividends 850
Ordinary dividends amount $12,346,000
Number of returns with qualified dividends 800
Qualified dividends amount [9] $9,513
Number of returns with state and local income tax refunds 150
State and local income tax refunds amount $854
Number of returns with business or professional net income (less loss) 1,170
Business or professional net income (less loss) amount ($28,358,000)
Number of returns with net capital gain (less loss) 990
Net capital gain (less loss) amount $27,037,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $6,732,000
Number of returns with taxable pensions and annuities 320
Taxable pensions and annuities amount $4,687,000
Number of farm returns 50
Number of returns with unemployment compensation 20
Unemployment compensation amount [10] $85,000
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) 590
Partnership/S-corp net income (less loss) amount ($96,631,000)
Number of returns with total statutory adjustments 770
Total statutory adjustments amount $3,829,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $330,000
Number of returns with self-employment health insurance deduction 170
Self-employment health insurance deduction amount $1,008,000
Number of returns with IRA payments 20
IRA payments amount $98,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $218,000
Number of returns with tuition and fees deduction 170
Tuition and fees deduction amount $643,000
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 50
Income tax before credits amount $170,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $174,000
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 360
Self-employment tax amount $1,121,000
Number of returns with total tax payments 1,600
Total tax payments amount $12,024,000
Number of returns with earned income credit 290
Earned income credit amount [11] $207,000
Number of returns with excess earned income credit 180
Excess earned income credit (refundable) amount [12] $143,000
Number of returns with additional child tax credit 120
Additional child tax credit amount $209,000
Number of returns with refundable education credit 200
Refundable education credit amount $190,000
Number of returns with income tax 40
Income tax amount [13] $128,000
Number of returns with tax liability 470
Total tax liability amount [14] $1,462,000
Number of returns with net investment income tax 0
Net investment income tax
Number of returns with tax due at time of filing 250
Tax due at time of filing amount [15] $531,000
Number of returns with overpayments refunded 1,350
Overpayments refunded amount [16] $8,134,000
Number of returns with credit to next year’s estimated tax 140
Credited to next year’s estimated tax amount $1,855,000

Adjusted Gross Income: $1 under $10,000

County FIPS [4] 61
Number of returns 55,910
Number of single returns 46,970
Number of joint returns 2,280
Number of head of household returns 6,010
Number of returns with paid preparer's signature 18,840
Number of exemptions 47,480
Number of dependents 11,910
Total number of volunteer prepared returns [5] 2,020
Number of volunteer income tax assistance (VITA) prepared returns [5] 1,070
Number of military volunteer prepared returns [5]
Number of tax counseling for the elderly (TCE) prepared returns [5] 960
Number of volunteer prepared returns with Earned Income Credit 520
Number of refund anticipation check returns [6] 7,520
Number of elderly returns [7] 8,150
Adjust gross income (AGI) [8] $288,397,000
Number of returns with total income 55,910
Salaries and wages amount $295,072,000
Number of returns with salaries and wages 45,680
Salaries and wages amount $238,712
Number of returns with taxable interest 5,670
Taxable interest amount $1,931
Number of returns with ordinary dividends 6,150
Ordinary dividends amount $7,189,000
Number of returns with qualified dividends 5,780
Qualified dividends amount [9] $5,334
Number of returns with state and local income tax refunds 440
State and local income tax refunds amount $219
Number of returns with business or professional net income (less loss) 6,190
Business or professional net income (less loss) amount $21,594,000
Number of returns with net capital gain (less loss) 4,190
Net capital gain (less loss) amount $3,074,000
Number of returns with taxable individual retirement arrangements distributions 2,220
Taxable individual retirement arrangements distributions amount $8,806,000
Number of returns with taxable pensions and annuities 4,300
Taxable pensions and annuities amount $18,263,000
Number of farm returns 0
Number of returns with unemployment compensation 350
Unemployment compensation amount [10] $1,135,000
Number of returns with taxable Social Security benefits 160
Taxable Social Security benefits amount $769,000
Number of returns with partnership/S-corp net income (less loss) 440
Partnership/S-corp net income (less loss) amount ($1,896,000)
Number of returns with total statutory adjustments 6,400
Total statutory adjustments amount $6,675,000
Number of returns with educator expenses 80
Educator expenses amount $17,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 340
Self-employment health insurance deduction amount $966,000
Number of returns with IRA payments 100
IRA payments amount $264,000
Number of returns with student loan interest deduction 910
Student loan interest deduction amount $845,000
Number of returns with tuition and fees deduction 590
Tuition and fees deduction amount $1,970,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,420
Total itemized deductions amount $22,301,000
Number of returns with State and local income taxes 460
State and local income taxes amount $618,000
Number of returns with State and local general sales tax 660
State and local general sales tax amount $351,000
Number of returns with real estate taxes 960
Real estate taxes amount $3,589,000
Number of returns with taxes paid 1,320
Taxes paid amount $4,651,000
Number of returns with mortgage interest paid 700
Mortgage interest paid amount $3,335,000
Number of returns with contributions 800
Contributions amount $1,090,000
Number of returns with taxable income 7,440
Taxable income amount $13,601,000
Number of returns with income tax before credits 6,690
Income tax before credits amount $1,372,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 570
Total tax credits amount $61,000
Number of returns with foreign tax credit 460
Foreign tax credit amount $17,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $19,000
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 4,990
Self-employment tax amount $3,768,000
Number of returns with total tax payments 49,500
Total tax payments amount $46,398,000
Number of returns with earned income credit 17,600
Earned income credit amount [11] $21,189,000
Number of returns with excess earned income credit 16,130
Excess earned income credit (refundable) amount [12] $19,227,000
Number of returns with additional child tax credit 5,750
Additional child tax credit amount $3,783,000
Number of returns with refundable education credit 2,000
Refundable education credit amount $1,797,000
Number of returns with income tax 6,580
Income tax amount [13] $1,332,000
Number of returns with tax liability 11,920
Total tax liability amount [14] $5,335,000
Number of returns with net investment income tax 0
Net investment income tax
Number of returns with tax due at time of filing 3,680
Tax due at time of filing amount [15] $1,699,000
Number of returns with overpayments refunded 47,060
Overpayments refunded amount [16] $42,080,000
Number of returns with credit to next year’s estimated tax 370
Credited to next year’s estimated tax amount $454,000

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

County FIPS [4] 61
Number of returns 83,170
Number of single returns 51,730
Number of joint returns 6,530
Number of head of household returns 23,020
Number of returns with paid preparer's signature 30,190
Number of exemptions 132,860
Number of dependents 49,970
Total number of volunteer prepared returns [5] 2,860
Number of volunteer income tax assistance (VITA) prepared returns [5] 1,580
Number of military volunteer prepared returns [5]
Number of tax counseling for the elderly (TCE) prepared returns [5] 1,270
Number of volunteer prepared returns with Earned Income Credit 450
Number of refund anticipation check returns [6] 20,310
Number of elderly returns [7] 15,250
Adjust gross income (AGI) [8] $1,429,392,000
Number of returns with total income 83,170
Salaries and wages amount $1,448,968,000
Number of returns with salaries and wages 69,010
Salaries and wages amount $1,136,373
Number of returns with taxable interest 9,240
Taxable interest amount $5,496
Number of returns with ordinary dividends 7,890
Ordinary dividends amount $19,962,000
Number of returns with qualified dividends 7,330
Qualified dividends amount [9] $14,453
Number of returns with state and local income tax refunds 1,390
State and local income tax refunds amount $682
Number of returns with business or professional net income (less loss) 12,190
Business or professional net income (less loss) amount $101,609,000
Number of returns with net capital gain (less loss) 5,430
Net capital gain (less loss) amount $11,179,000
Number of returns with taxable individual retirement arrangements distributions 5,550
Taxable individual retirement arrangements distributions amount $41,170,000
Number of returns with taxable pensions and annuities 11,130
Taxable pensions and annuities amount $111,687,000
Number of farm returns 50
Number of returns with unemployment compensation 1,950
Unemployment compensation amount [10] $7,712,000
Number of returns with taxable Social Security benefits 5,570
Taxable Social Security benefits amount $11,042,000
Number of returns with partnership/S-corp net income (less loss) 940
Partnership/S-corp net income (less loss) amount ($258,000)
Number of returns with total statutory adjustments 15,350
Total statutory adjustments amount $19,576,000
Number of returns with educator expenses 450
Educator expenses amount $100,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $267,000
Number of returns with self-employment health insurance deduction 900
Self-employment health insurance deduction amount $3,000,000
Number of returns with IRA payments 480
IRA payments amount $1,403,000
Number of returns with student loan interest deduction 4,110
Student loan interest deduction amount $3,797,000
Number of returns with tuition and fees deduction 280
Tuition and fees deduction amount $802,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $26,000
Number of returns with itemized deductions 4,370
Total itemized deductions amount $67,849,000
Number of returns with State and local income taxes 1,990
State and local income taxes amount $2,477,000
Number of returns with State and local general sales tax 1,880
State and local general sales tax amount $1,247,000
Number of returns with real estate taxes 3,070
Real estate taxes amount $10,288,000
Number of returns with taxes paid 4,230
Taxes paid amount $14,350,000
Number of returns with mortgage interest paid 2,260
Mortgage interest paid amount $10,293,000
Number of returns with contributions 2,920
Contributions amount $6,885,000
Number of returns with taxable income 55,820
Taxable income amount $376,491,000
Number of returns with income tax before credits 54,930
Income tax before credits amount $39,527,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 17,040
Total tax credits amount $5,820,000
Number of returns with foreign tax credit 1,040
Foreign tax credit amount $45,000
Number of returns with child and dependent care credit 910
Child and dependent care credit amount $274,000
Number of returns with nonrefundable education credit 4,580
Nonrefundable education credit amount $2,860,000
Number of returns with retirement savings contribution credit 6,960
Retirement savings contribution credit amount $1,119,000
Number of returns with child tax credit 4,630
Child tax credit amount $1,460,000
Number of returns with residential energy tax credit 120
Residential energy tax credit amount $37,000
Number of returns with self-employment tax 10,370
Self-employment tax amount $16,683,000
Number of returns with total tax payments 79,100
Total tax payments amount $257,798,000
Number of returns with earned income credit 32,020
Earned income credit amount [11] $113,342,000
Number of returns with excess earned income credit 28,670
Excess earned income credit (refundable) amount [12] $102,305,000
Number of returns with additional child tax credit 24,230
Additional child tax credit amount $34,015,000
Number of returns with refundable education credit 5,010
Refundable education credit amount $4,471,000
Number of returns with income tax 44,740
Income tax amount [13] $33,707,000
Number of returns with tax liability 53,250
Total tax liability amount [14] $52,589,000
Number of returns with net investment income tax 0
Net investment income tax
Number of returns with tax due at time of filing 7,170
Tax due at time of filing amount [15] $7,272,000
Number of returns with overpayments refunded 73,640
Overpayments refunded amount [16] $211,128,000
Number of returns with credit to next year’s estimated tax 610
Credited to next year’s estimated tax amount $1,155,000

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

County FIPS [4] 61
Number of returns 102,560
Number of single returns 59,560
Number of joint returns 14,580
Number of head of household returns 21,500
Number of returns with paid preparer's signature 39,460
Number of exemptions 170,790
Number of dependents 54,590
Total number of volunteer prepared returns [5] 3,140
Number of volunteer income tax assistance (VITA) prepared returns [5] 1,830
Number of military volunteer prepared returns [5]
Number of tax counseling for the elderly (TCE) prepared returns [5] 1,310
Number of volunteer prepared returns with Earned Income Credit 310
Number of refund anticipation check returns [6] 19,990
Number of elderly returns [7] 21,170
Adjust gross income (AGI) [8] $3,732,316,000
Number of returns with total income 102,560
Salaries and wages amount $3,775,016,000
Number of returns with salaries and wages 90,160
Salaries and wages amount $3,120,834
Number of returns with taxable interest 16,200
Taxable interest amount $10,192
Number of returns with ordinary dividends 13,700
Ordinary dividends amount $39,419,000
Number of returns with qualified dividends 12,870
Qualified dividends amount [9] $30,464
Number of returns with state and local income tax refunds 7,400
State and local income tax refunds amount $2,899
Number of returns with business or professional net income (less loss) 10,050
Business or professional net income (less loss) amount $85,354,000
Number of returns with net capital gain (less loss) 9,600
Net capital gain (less loss) amount $28,642,000
Number of returns with taxable individual retirement arrangements distributions 7,900
Taxable individual retirement arrangements distributions amount $79,126,000
Number of returns with taxable pensions and annuities 16,900
Taxable pensions and annuities amount $289,983,000
Number of farm returns 70
Number of returns with unemployment compensation 2,510
Unemployment compensation amount [10] $11,129,000
Number of returns with taxable Social Security benefits 13,710
Taxable Social Security benefits amount $93,029,000
Number of returns with partnership/S-corp net income (less loss) 1,670
Partnership/S-corp net income (less loss) amount $9,999,000
Number of returns with total statutory adjustments 23,860
Total statutory adjustments amount $42,700,000
Number of returns with educator expenses 1,680
Educator expenses amount $397,000
Number of returns with self-employment retirement plans 150
Self-employment retirement plans amount $1,004,000
Number of returns with self-employment health insurance deduction 1,270
Self-employment health insurance deduction amount $5,543,000
Number of returns with IRA payments 1,490
IRA payments amount $5,488,000
Number of returns with student loan interest deduction 14,010
Student loan interest deduction amount $16,097,000
Number of returns with tuition and fees deduction 220
Tuition and fees deduction amount $562,000
Returns with domestic production activities deduction 60
Domestic production activities deduction amount $113,000
Number of returns with itemized deductions 15,160
Total itemized deductions amount $211,575,000
Number of returns with State and local income taxes 12,020
State and local income taxes amount $21,844,000
Number of returns with State and local general sales tax 2,660
State and local general sales tax amount $2,578,000
Number of returns with real estate taxes 11,750
Real estate taxes amount $36,089,000
Number of returns with taxes paid 15,050
Taxes paid amount $61,791,000
Number of returns with mortgage interest paid 10,220
Mortgage interest paid amount $44,551,000
Number of returns with contributions 10,280
Contributions amount $27,617,000
Number of returns with taxable income 100,200
Taxable income amount $2,139,955,000
Number of returns with income tax before credits 99,460
Income tax before credits amount $266,745,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 38,620
Total tax credits amount $32,210,000
Number of returns with foreign tax credit 3,040
Foreign tax credit amount $202,000
Number of returns with child and dependent care credit 3,780
Child and dependent care credit amount $2,070,000
Number of returns with nonrefundable education credit 6,630
Nonrefundable education credit amount $7,374,000
Number of returns with retirement savings contribution credit 15,890
Retirement savings contribution credit amount $2,673,000
Number of returns with child tax credit 20,400
Child tax credit amount $19,401,000
Number of returns with residential energy tax credit 630
Residential energy tax credit amount $334,000
Number of returns with self-employment tax 7,110
Self-employment tax amount $15,698,000
Number of returns with total tax payments 100,440
Total tax payments amount $441,853,000
Number of returns with earned income credit 19,870
Earned income credit amount [11] $41,968,000
Number of returns with excess earned income credit 16,300
Excess earned income credit (refundable) amount [12] $35,763,000
Number of returns with additional child tax credit 14,280
Additional child tax credit amount $20,847,000
Number of returns with refundable education credit 4,250
Refundable education credit amount $3,856,000
Number of returns with income tax 85,520
Income tax amount [13] $234,534,000
Number of returns with tax liability 88,260
Total tax liability amount [14] $253,798,000
Number of returns with net investment income tax 0
Net investment income tax
Number of returns with tax due at time of filing 15,130
Tax due at time of filing amount [15] $20,954,000
Number of returns with overpayments refunded 86,040
Overpayments refunded amount [16] $205,694,000
Number of returns with credit to next year’s estimated tax 1,090
Credited to next year’s estimated tax amount $2,486,000

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

County FIPS [4] 61
Number of returns 56,330
Number of single returns 26,680
Number of joint returns 17,420
Number of head of household returns 6,840
Number of returns with paid preparer's signature 25,510
Number of exemptions 101,930
Number of dependents 28,260
Total number of volunteer prepared returns [5] 960
Number of volunteer income tax assistance (VITA) prepared returns [5] 400
Number of military volunteer prepared returns [5]
Number of tax counseling for the elderly (TCE) prepared returns [5] 560
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [6] 7,050
Number of elderly returns [7] 16,320
Adjust gross income (AGI) [8] $3,448,679,000
Number of returns with total income 56,330
Salaries and wages amount $3,487,780,000
Number of returns with salaries and wages 48,040
Salaries and wages amount $2,650,786
Number of returns with taxable interest 16,500
Taxable interest amount $12,143
Number of returns with ordinary dividends 14,430
Ordinary dividends amount $58,181,000
Number of returns with qualified dividends 13,640
Qualified dividends amount [9] $46,247
Number of returns with state and local income tax refunds 12,390
State and local income tax refunds amount $5,795
Number of returns with business or professional net income (less loss) 7,150
Business or professional net income (less loss) amount $74,538,000
Number of returns with net capital gain (less loss) 10,410
Net capital gain (less loss) amount $44,148,000
Number of returns with taxable individual retirement arrangements distributions 7,470
Taxable individual retirement arrangements distributions amount $107,824,000
Number of returns with taxable pensions and annuities 13,590
Taxable pensions and annuities amount $348,858,000
Number of farm returns 90
Number of returns with unemployment compensation 1,320
Unemployment compensation amount [10] $6,077,000
Number of returns with taxable Social Security benefits 10,890
Taxable Social Security benefits amount $154,211,000
Number of returns with partnership/S-corp net income (less loss) 1,800
Partnership/S-corp net income (less loss) amount $14,636,000
Number of returns with total statutory adjustments 17,170
Total statutory adjustments amount $39,101,000
Number of returns with educator expenses 1,630
Educator expenses amount $399,000
Number of returns with self-employment retirement plans 200
Self-employment retirement plans amount $1,861,000
Number of returns with self-employment health insurance deduction 1,020
Self-employment health insurance deduction amount $5,947,000
Number of returns with IRA payments 1,190
IRA payments amount $5,187,000
Number of returns with student loan interest deduction 9,470
Student loan interest deduction amount $11,390,000
Number of returns with tuition and fees deduction 430
Tuition and fees deduction amount $937,000
Returns with domestic production activities deduction 80
Domestic production activities deduction amount $172,000
Number of returns with itemized deductions 20,620
Total itemized deductions amount $305,877,000
Number of returns with State and local income taxes 18,500
State and local income taxes amount $51,236,000
Number of returns with State and local general sales tax 1,800
State and local general sales tax amount $2,112,000
Number of returns with real estate taxes 17,360
Real estate taxes amount $57,676,000
Number of returns with taxes paid 20,570
Taxes paid amount $112,819,000
Number of returns with mortgage interest paid 15,430
Mortgage interest paid amount $71,100,000
Number of returns with contributions 14,850
Contributions amount $42,480,000
Number of returns with taxable income 56,080
Taxable income amount $2,398,886,000
Number of returns with income tax before credits 55,840
Income tax before credits amount $346,052,000
Number of returns with alternative minimum tax 50
Alternative minimum tax amount $69,000
Number of returns with total tax credits 19,900
Total tax credits amount $25,039,000
Number of returns with foreign tax credit 4,290
Foreign tax credit amount $410,000
Number of returns with child and dependent care credit 1,940
Child and dependent care credit amount $1,035,000
Number of returns with nonrefundable education credit 3,270
Nonrefundable education credit amount $4,407,000
Number of returns with retirement savings contribution credit 3,000
Retirement savings contribution credit amount $509,000
Number of returns with child tax credit 11,860
Child tax credit amount $17,898,000
Number of returns with residential energy tax credit 670
Residential energy tax credit amount $371,000
Number of returns with self-employment tax 5,360
Self-employment tax amount $13,745,000
Number of returns with total tax payments 55,530
Total tax payments amount $420,434,000
Number of returns with earned income credit 260
Earned income credit amount [11] $96,000
Number of returns with excess earned income credit 190
Excess earned income credit (refundable) amount [12] $75,000
Number of returns with additional child tax credit 1,490
Additional child tax credit amount $2,120,000
Number of returns with refundable education credit 2,170
Refundable education credit amount $2,128,000
Number of returns with income tax 54,260
Income tax amount [13] $321,013,000
Number of returns with tax liability 54,770
Total tax liability amount [14] $337,635,000
Number of returns with net investment income tax 0
Net investment income tax
Number of returns with tax due at time of filing 13,230
Tax due at time of filing amount [15] $26,764,000
Number of returns with overpayments refunded 42,000
Overpayments refunded amount [16] $106,121,000
Number of returns with credit to next year’s estimated tax 1,220
Credited to next year’s estimated tax amount $2,752,000

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

County FIPS [4] 61
Number of returns 33,730
Number of single returns 9,830
Number of joint returns 19,160
Number of head of household returns 2,180
Number of returns with paid preparer's signature 16,470
Number of exemptions 73,380
Number of dependents 20,510
Total number of volunteer prepared returns [5] 300
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] 210
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [6] 3,010
Number of elderly returns [7] 11,260
Adjust gross income (AGI) [8] $2,921,086,000
Number of returns with total income 33,730
Salaries and wages amount $2,954,141,000
Number of returns with salaries and wages 28,620
Salaries and wages amount $2,134,947
Number of returns with taxable interest 13,370
Taxable interest amount $11,447
Number of returns with ordinary dividends 12,330
Ordinary dividends amount $67,697,000
Number of returns with qualified dividends 11,710
Qualified dividends amount [9] $54,792
Number of returns with state and local income tax refunds 11,060
State and local income tax refunds amount $6,433
Number of returns with business or professional net income (less loss) 5,520
Business or professional net income (less loss) amount $73,805,000
Number of returns with net capital gain (less loss) 9,100
Net capital gain (less loss) amount $56,735,000
Number of returns with taxable individual retirement arrangements distributions 6,120
Taxable individual retirement arrangements distributions amount $118,709,000
Number of returns with taxable pensions and annuities 9,650
Taxable pensions and annuities amount $299,964,000
Number of farm returns 80
Number of returns with unemployment compensation 890
Unemployment compensation amount [10] $4,384,000
Number of returns with taxable Social Security benefits 7,850
Taxable Social Security benefits amount $145,609,000
Number of returns with partnership/S-corp net income (less loss) 1,830
Partnership/S-corp net income (less loss) amount $20,927,000
Number of returns with total statutory adjustments 10,740
Total statutory adjustments amount $33,055,000
Number of returns with educator expenses 1,180
Educator expenses amount $300,000
Number of returns with self-employment retirement plans 220
Self-employment retirement plans amount $2,748,000
Number of returns with self-employment health insurance deduction 820
Self-employment health insurance deduction amount $5,435,000
Number of returns with IRA payments 910
IRA payments amount $4,736,000
Number of returns with student loan interest deduction 5,020
Student loan interest deduction amount $6,389,000
Number of returns with tuition and fees deduction 120
Tuition and fees deduction amount $273,000
Returns with domestic production activities deduction 80
Domestic production activities deduction amount $276,000
Number of returns with itemized deductions 16,910
Total itemized deductions amount $305,786,000
Number of returns with State and local income taxes 15,710
State and local income taxes amount $60,790,000
Number of returns with State and local general sales tax 990
State and local general sales tax amount $1,531,000
Number of returns with real estate taxes 15,160
Real estate taxes amount $61,299,000
Number of returns with taxes paid 16,890
Taxes paid amount $125,151,000
Number of returns with mortgage interest paid 13,330
Mortgage interest paid amount $70,985,000
Number of returns with contributions 13,380
Contributions amount $45,047,000
Number of returns with taxable income 33,620
Taxable income amount $2,130,355,000
Number of returns with income tax before credits 33,470
Income tax before credits amount $324,075,000
Number of returns with alternative minimum tax 150
Alternative minimum tax amount $256,000
Number of returns with total tax credits 13,580
Total tax credits amount $19,349,000
Number of returns with foreign tax credit 3,960
Foreign tax credit amount $556,000
Number of returns with child and dependent care credit 1,750
Child and dependent care credit amount $945,000
Number of returns with nonrefundable education credit 2,540
Nonrefundable education credit amount $3,645,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 8,100
Child tax credit amount $13,387,000
Number of returns with residential energy tax credit 530
Residential energy tax credit amount $257,000
Number of returns with self-employment tax 4,290
Self-employment tax amount $12,889,000
Number of returns with total tax payments 33,380
Total tax payments amount $368,812,000
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 180
Additional child tax credit amount $302,000
Number of returns with refundable education credit 1,750
Refundable education credit amount $1,797,000
Number of returns with income tax 33,250
Income tax amount [13] $304,726,000
Number of returns with tax liability 33,370
Total tax liability amount [14] $320,063,000
Number of returns with net investment income tax 0
Net investment income tax
Number of returns with tax due at time of filing 9,400
Tax due at time of filing amount [15] $25,312,000
Number of returns with overpayments refunded 23,300
Overpayments refunded amount [16] $70,381,000
Number of returns with credit to next year’s estimated tax 1,170
Credited to next year’s estimated tax amount $3,292,000

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

County FIPS [4] 61
Number of returns 47,450
Number of single returns 7,770
Number of joint returns 35,830
Number of head of household returns 1,560
Number of returns with paid preparer's signature 24,300
Number of exemptions 122,740
Number of dependents 39,490
Total number of volunteer prepared returns [5] 140
Number of volunteer income tax assistance (VITA) prepared returns [5] 30
Number of military volunteer prepared returns [5]
Number of tax counseling for the elderly (TCE) prepared returns [5] 100
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [6] 2,460
Number of elderly returns [7] 15,980
Adjust gross income (AGI) [8] $6,418,731,000
Number of returns with total income 47,450
Salaries and wages amount $6,503,970,000
Number of returns with salaries and wages 40,750
Salaries and wages amount $4,576,311
Number of returns with taxable interest 25,410
Taxable interest amount $29,083
Number of returns with ordinary dividends 24,810
Ordinary dividends amount $217,235,000
Number of returns with qualified dividends 23,730
Qualified dividends amount [9] $181,295
Number of returns with state and local income tax refunds 22,650
State and local income tax refunds amount $19,682
Number of returns with business or professional net income (less loss) 9,340
Business or professional net income (less loss) amount $201,276,000
Number of returns with net capital gain (less loss) 19,520
Net capital gain (less loss) amount $206,608,000
Number of returns with taxable individual retirement arrangements distributions 10,290
Taxable individual retirement arrangements distributions amount $327,026,000
Number of returns with taxable pensions and annuities 13,280
Taxable pensions and annuities amount $518,908,000
Number of farm returns 160
Number of returns with unemployment compensation 990
Unemployment compensation amount [10] $5,152,000
Number of returns with taxable Social Security benefits 10,490
Taxable Social Security benefits amount $229,257,000
Number of returns with partnership/S-corp net income (less loss) 5,080
Partnership/S-corp net income (less loss) amount $122,436,000
Number of returns with total statutory adjustments 18,050
Total statutory adjustments amount $85,239,000
Number of returns with educator expenses 2,150
Educator expenses amount $568,000
Number of returns with self-employment retirement plans 920
Self-employment retirement plans amount $14,507,000
Number of returns with self-employment health insurance deduction 2,000
Self-employment health insurance deduction amount $16,777,000
Number of returns with IRA payments 1,460
IRA payments amount $7,879,000
Number of returns with student loan interest deduction 6,770
Student loan interest deduction amount $8,512,000
Number of returns with tuition and fees deduction 820
Tuition and fees deduction amount $1,724,000
Returns with domestic production activities deduction 290
Domestic production activities deduction amount $1,308,000
Number of returns with itemized deductions 36,250
Total itemized deductions amount $869,592,000
Number of returns with State and local income taxes 34,750
State and local income taxes amount $224,622,000
Number of returns with State and local general sales tax 1,210
State and local general sales tax amount $2,499,000
Number of returns with real estate taxes 33,520
Real estate taxes amount $190,232,000
Number of returns with taxes paid 36,230
Taxes paid amount $420,933,000
Number of returns with mortgage interest paid 29,190
Mortgage interest paid amount $190,612,000
Number of returns with contributions 31,390
Contributions amount $136,554,000
Number of returns with taxable income 47,340
Taxable income amount $4,917,045,000
Number of returns with income tax before credits 47,170
Income tax before credits amount $848,569,000
Number of returns with alternative minimum tax 2,040
Alternative minimum tax amount $4,415,000
Number of returns with total tax credits 22,410
Total tax credits amount $25,769,000
Number of returns with foreign tax credit 9,410
Foreign tax credit amount $2,304,000
Number of returns with child and dependent care credit 3,970
Child and dependent care credit amount $2,194,000
Number of returns with nonrefundable education credit 4,210
Nonrefundable education credit amount $6,423,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 8,910
Child tax credit amount $12,241,000
Number of returns with residential energy tax credit 1,020
Residential energy tax credit amount $581,000
Number of returns with self-employment tax 7,810
Self-employment tax amount $34,260,000
Number of returns with total tax payments 47,080
Total tax payments amount $918,619,000
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 $116,000
Number of returns with refundable education credit 3,660
Refundable education credit amount $3,825,000
Number of returns with income tax 47,050
Income tax amount [13] $822,800,000
Number of returns with tax liability 47,130
Total tax liability amount [14] $863,409,000
Number of returns with net investment income tax 750
Net investment income tax
Number of returns with tax due at time of filing 17,310
Tax due at time of filing amount [15] $75,323,000
Number of returns with overpayments refunded 27,730
Overpayments refunded amount [16] $114,085,000
Number of returns with credit to next year’s estimated tax 2,960
Credited to next year’s estimated tax amount $15,718,000

Adjusted Gross Income: $200,000 or more

County FIPS [4] 61
Number of returns 22,020
Number of single returns 2,400
Number of joint returns 18,620
Number of head of household returns 480
Number of returns with paid preparer's signature 15,740
Number of exemptions 63,480
Number of dependents 22,870
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] 310
Number of elderly returns [7] 7,750
Adjust gross income (AGI) [8] $11,607,977,000
Number of returns with total income 22,020
Salaries and wages amount $11,815,277,000
Number of returns with salaries and wages 18,990
Salaries and wages amount $6,016,145
Number of returns with taxable interest 17,720
Taxable interest amount $149,499
Number of returns with ordinary dividends 17,270
Ordinary dividends amount $817,548,000
Number of returns with qualified dividends 16,860
Qualified dividends amount [9] $713,594
Number of returns with state and local income tax refunds 11,640
State and local income tax refunds amount $60,163
Number of returns with business or professional net income (less loss) 5,830
Business or professional net income (less loss) amount $372,072,000
Number of returns with net capital gain (less loss) 15,950
Net capital gain (less loss) amount $1,587,710,000
Number of returns with taxable individual retirement arrangements distributions 5,110
Taxable individual retirement arrangements distributions amount $304,250,000
Number of returns with taxable pensions and annuities 4,770
Taxable pensions and annuities amount $245,112,000
Number of farm returns 170
Number of returns with unemployment compensation 240
Unemployment compensation amount [10] $1,338,000
Number of returns with taxable Social Security benefits 4,320
Taxable Social Security benefits amount $113,105,000
Number of returns with partnership/S-corp net income (less loss) 7,700
Partnership/S-corp net income (less loss) amount $1,957,922,000
Number of returns with total statutory adjustments 8,800
Total statutory adjustments amount $207,300,000
Number of returns with educator expenses 440
Educator expenses amount $109,000
Number of returns with self-employment retirement plans 1,870
Self-employment retirement plans amount $65,568,000
Number of returns with self-employment health insurance deduction 2,940
Self-employment health insurance deduction amount $36,090,000
Number of returns with IRA payments 290
IRA payments amount $2,804,000
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 1,020
Domestic production activities deduction amount $43,198,000
Number of returns with itemized deductions 21,290
Total itemized deductions amount $1,388,608,000
Number of returns with State and local income taxes 20,820
State and local income taxes amount $590,539,000
Number of returns with State and local general sales tax 400
State and local general sales tax amount $1,193,000
Number of returns with real estate taxes 20,060
Real estate taxes amount $254,675,000
Number of returns with taxes paid 21,290
Taxes paid amount $851,323,000
Number of returns with mortgage interest paid 15,810
Mortgage interest paid amount $168,933,000
Number of returns with contributions 19,860
Contributions amount $366,114,000
Number of returns with taxable income 22,000
Taxable income amount $10,056,725,000
Number of returns with income tax before credits 21,990
Income tax before credits amount $2,788,071,000
Number of returns with alternative minimum tax 13,150
Alternative minimum tax amount $91,050,000
Number of returns with total tax credits 12,200
Total tax credits amount $54,315,000
Number of returns with foreign tax credit 10,200
Foreign tax credit amount $34,711,000
Number of returns with child and dependent care credit 1,870
Child and dependent care credit amount $1,004,000
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 550
Residential energy tax credit amount $938,000
Number of returns with self-employment tax 5,860
Self-employment tax amount $50,905,000
Number of returns with total tax payments 21,890
Total tax payments amount $2,944,490,000
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 21,970
Income tax amount [13] $2,733,756,000
Number of returns with tax liability 22,010
Total tax liability amount [14] $2,880,310,000
Number of returns with net investment income tax 14,040
Net investment income tax
Number of returns with tax due at time of filing 10,740
Tax due at time of filing amount [15] $263,645,000
Number of returns with overpayments refunded 7,440
Overpayments refunded amount [16] $105,310,000
Number of returns with credit to next year’s estimated tax 4,370
Credited to next year’s estimated tax amount $219,932,000

[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.