ZIP Code 41051 2017 Income Tax Stats

Individual Income by ZIP Code -- Tax Statistics: 2017

ZIP Code 41051 Data

Zip Code:41051
City:Independence
State:KY [Kentucky]
Counties: KENTON, KY
City Alias(es):Independence
Area Code:859
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]

41051 Income Tax Overview

Total Number of Tax Returns for ZIP Code 41051 [1] 13,960
Total Number of Single Tax Returns for ZIP Code 41051 5,990
Total Number of Joint Tax Returns for ZIP Code 41051 6,200
Total Number of Dependents for ZIP Code 41051 10,150
Total Adjusted Gross Income for ZIP Code 41051 870,553
Average Income per Person for ZIP Code 41051 $32

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


Adjusted Gross Income: 1 under $25,000

Number of returns 3,930
Number of single returns 3,070
Number of joint returns 350
Number of head of household returns 440
Number of returns with paid preparer's signature 1,430
Number of exemptions 4,070
Number of dependents 1,130
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 20
Number of refund anticipation check returns [3] 590
Number of elderly returns [4] 570
Adjust gross income (AGI) [5] $45,932,000
Number of returns with total income 3,930
Salaries and wages amount $46,478,000
Number of returns with salaries and wages 3,340
Salaries and wages amount $37,297
Number of returns with taxable interest 370
Taxable interest amount $130
Number of returns with ordinary dividends 260
Ordinary dividends amount $306,000
Number of returns with qualified dividends 240
Qualified dividends amount [6] $220
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $30
Number of returns with business or professional net income (less loss) 370
Business or professional net income (less loss) amount $2,611,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $227,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $1,347,000
Number of returns with taxable pensions and annuities 440
Taxable pensions and annuities amount $3,831,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $253,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $342,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $81,000
Number of returns with total statutory adjustments 500
Total statutory adjustments amount $546,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $66,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $122,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 190
Total itemized deductions amount $2,777,000
Amount of AGI for itemized returns $2,884,000
Number of returns with State and local income taxes 100
State and local income taxes amount $120,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $44,000
Number of returns with real estate taxes 150
Real estate taxes amount $332,000
Number of returns with taxes paid 190
Taxes paid amount $540,000
Number of returns with mortgage interest paid 120
Mortgage interest paid amount $590,000
Number of returns with contributions 120
Contributions amount $286,000
Number of returns with taxable income 1,890
Taxable income amount $11,481,000
Number of returns with income tax before credits 1,890
Income tax before credits amount $1,214,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 450
Total tax credits amount $144,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $0
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $8,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $68,000
Number of returns with retirement savings contribution credit 220
Retirement savings contribution credit amount $30,000
Number of returns with child tax credit 100
Child tax credit amount $36,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 320
Self-employment tax amount $448,000
Number of returns with total tax payments 3,700
Total tax payments amount $6,847,000
Number of returns with earned income credit 970
Earned income credit amount [8] $2,414,000
Number of returns with excess earned income credit 840
Excess earned income credit (refundable) amount [9] $2,129,000
Number of returns with additional child tax credit 550
Additional child tax credit amount $653,000
Number of returns with refundable education credit 130
Refundable education credit amount $107,000
Number of returns with income tax 1,650
Income tax amount [10] $1,070,000
Number of returns with tax liability 1,960
Total tax liability amount [11] $1,578,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 240
Tax due at time of filing amount [12] $192,000
Number of returns with overpayments refunded 3,530
Overpayments refunded amount [13] $5,443,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 3,080
Number of single returns 1,590
Number of joint returns 700
Number of head of household returns 610
Number of returns with paid preparer's signature 1,290
Number of exemptions 5,640
Number of dependents 1,880
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 610
Number of elderly returns [4] 540
Adjust gross income (AGI) [5] $113,670,000
Number of returns with total income 3,080
Salaries and wages amount $114,865,000
Number of returns with salaries and wages 2,740
Salaries and wages amount $95,936
Number of returns with taxable interest 420
Taxable interest amount $340
Number of returns with ordinary dividends 300
Ordinary dividends amount $463,000
Number of returns with qualified dividends 270
Qualified dividends amount [6] $347
Number of returns with state and local income tax refunds 380
State and local income tax refunds amount $204
Number of returns with business or professional net income (less loss) 290
Business or professional net income (less loss) amount $2,450,000
Number of returns with net capital gain (less loss) 200
Net capital gain (less loss) amount $436,000
Number of returns with taxable individual retirement arrangements distributions 240
Taxable individual retirement arrangements distributions amount $2,607,000
Number of returns with taxable pensions and annuities 520
Taxable pensions and annuities amount $8,157,000
Number of farm returns 30
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $442,000
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $3,157,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $458,000
Number of returns with total statutory adjustments 720
Total statutory adjustments amount $1,195,000
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 30
Self-employment health insurance deduction amount $190,000
Number of returns with IRA payments 40
IRA payments amount $150,000
Number of returns with student loan interest deduction 420
Student loan interest deduction amount $415,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $64,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 700
Total itemized deductions amount $9,356,000
Amount of AGI for itemized returns $27,509,000
Number of returns with State and local income taxes 590
State and local income taxes amount $1,540,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $91,000
Number of returns with real estate taxes 610
Real estate taxes amount $1,480,000
Number of returns with taxes paid 700
Taxes paid amount $3,305,000
Number of returns with mortgage interest paid 570
Mortgage interest paid amount $2,780,000
Number of returns with contributions 450
Contributions amount $954,000
Number of returns with taxable income 2,990
Taxable income amount $61,511,000
Number of returns with income tax before credits 2,980
Income tax before credits amount $7,628,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,270
Total tax credits amount $1,162,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $63,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $218,000
Number of returns with retirement savings contribution credit 560
Retirement savings contribution credit amount $93,000
Number of returns with child tax credit 760
Child tax credit amount $769,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $9,000
Number of returns with self-employment tax 210
Self-employment tax amount $521,000
Number of returns with total tax payments 3,020
Total tax payments amount $13,854,000
Number of returns with earned income credit 710
Earned income credit amount [8] $1,449,000
Number of returns with excess earned income credit 580
Excess earned income credit (refundable) amount [9] $1,220,000
Number of returns with additional child tax credit 500
Additional child tax credit amount $701,000
Number of returns with refundable education credit 120
Refundable education credit amount $100,000
Number of returns with income tax 2,510
Income tax amount [10] $6,466,000
Number of returns with tax liability 2,630
Total tax liability amount [11] $7,130,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 340
Tax due at time of filing amount [12] $546,000
Number of returns with overpayments refunded 2,710
Overpayments refunded amount [13] $7,208,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $60,000

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

Number of returns 2,320
Number of single returns 750
Number of joint returns 1,160
Number of head of household returns 320
Number of returns with paid preparer's signature 1,100
Number of exemptions 5,350
Number of dependents 1,870
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 340
Number of elderly returns [4] 450
Adjust gross income (AGI) [5] $143,857,000
Number of returns with total income 2,320
Salaries and wages amount $145,171,000
Number of returns with salaries and wages 2,130
Salaries and wages amount $120,312
Number of returns with taxable interest 470
Taxable interest amount $292
Number of returns with ordinary dividends 380
Ordinary dividends amount $866,000
Number of returns with qualified dividends 350
Qualified dividends amount [6] $737
Number of returns with state and local income tax refunds 760
State and local income tax refunds amount $475
Number of returns with business or professional net income (less loss) 290
Business or professional net income (less loss) amount $2,256,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $512,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $3,113,000
Number of returns with taxable pensions and annuities 490
Taxable pensions and annuities amount $10,476,000
Number of farm returns 30
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $396,000
Number of returns with taxable Social Security benefits 370
Taxable Social Security benefits amount $5,623,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $558,000
Number of returns with total statutory adjustments 710
Total statutory adjustments amount $1,314,000
Number of returns with educator expenses 60
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 50
Self-employment health insurance deduction amount $310,000
Number of returns with IRA payments 40
IRA payments amount $134,000
Number of returns with student loan interest deduction 420
Student loan interest deduction amount $433,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,160
Total itemized deductions amount $17,630,000
Amount of AGI for itemized returns $72,939,000
Number of returns with State and local income taxes 1,080
State and local income taxes amount $4,418,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $73,000
Number of returns with real estate taxes 1,090
Real estate taxes amount $2,764,000
Number of returns with taxes paid 1,160
Taxes paid amount $7,625,000
Number of returns with mortgage interest paid 1,060
Mortgage interest paid amount $5,624,000
Number of returns with contributions 800
Contributions amount $1,716,000
Number of returns with taxable income 2,310
Taxable income amount $92,236,000
Number of returns with income tax before credits 2,310
Income tax before credits amount $12,750,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,100
Total tax credits amount $1,675,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $70,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $208,000
Number of returns with retirement savings contribution credit 210
Retirement savings contribution credit amount $34,000
Number of returns with child tax credit 840
Child tax credit amount $1,313,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $9,000
Number of returns with self-employment tax 220
Self-employment tax amount $481,000
Number of returns with total tax payments 2,300
Total tax payments amount $16,708,000
Number of returns with earned income credit 20
Earned income credit amount [8] $9,000
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 120
Additional child tax credit amount $174,000
Number of returns with refundable education credit 110
Refundable education credit amount $95,000
Number of returns with income tax 2,200
Income tax amount [10] $11,075,000
Number of returns with tax liability 2,240
Total tax liability amount [11] $11,738,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 400
Tax due at time of filing amount [12] $795,000
Number of returns with overpayments refunded 1,910
Overpayments refunded amount [13] $5,698,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $46,000

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

Number of returns 1,860
Number of single returns 230
Number of joint returns 1,470
Number of head of household returns 110
Number of returns with paid preparer's signature 880
Number of exemptions 5,230
Number of dependents 1,900
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 240
Number of elderly returns [4] 360
Adjust gross income (AGI) [5] $162,162,000
Number of returns with total income 1,860
Salaries and wages amount $163,442,000
Number of returns with salaries and wages 1,760
Salaries and wages amount $138,580
Number of returns with taxable interest 470
Taxable interest amount $224
Number of returns with ordinary dividends 360
Ordinary dividends amount $652,000
Number of returns with qualified dividends 330
Qualified dividends amount [6] $528
Number of returns with state and local income tax refunds 860
State and local income tax refunds amount $584
Number of returns with business or professional net income (less loss) 250
Business or professional net income (less loss) amount $2,120,000
Number of returns with net capital gain (less loss) 240
Net capital gain (less loss) amount $939,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $3,131,000
Number of returns with taxable pensions and annuities 460
Taxable pensions and annuities amount $10,731,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $379,000
Number of returns with taxable Social Security benefits 270
Taxable Social Security benefits amount $4,957,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $929,000
Number of returns with total statutory adjustments 660
Total statutory adjustments amount $1,280,000
Number of returns with educator expenses 90
Educator expenses amount $24,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 50
IRA payments amount $213,000
Number of returns with student loan interest deduction 400
Student loan interest deduction amount $517,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $253,000
Number of returns with itemized deductions 1,250
Total itemized deductions amount $22,663,000
Amount of AGI for itemized returns $110,175,000
Number of returns with State and local income taxes 1,210
State and local income taxes amount $7,258,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $44,000
Number of returns with real estate taxes 1,190
Real estate taxes amount $3,188,000
Number of returns with taxes paid 1,250
Taxes paid amount $11,066,000
Number of returns with mortgage interest paid 1,160
Mortgage interest paid amount $6,748,000
Number of returns with contributions 930
Contributions amount $2,335,000
Number of returns with taxable income 1,850
Taxable income amount $111,234,000
Number of returns with income tax before credits 1,850
Income tax before credits amount $15,876,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,000
Total tax credits amount $1,859,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 200
Child and dependent care credit amount $112,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $240,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 830
Child tax credit amount $1,442,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 190
Self-employment tax amount $437,000
Number of returns with total tax payments 1,850
Total tax payments amount $19,089,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 30
Additional child tax credit amount $56,000
Number of returns with refundable education credit 120
Refundable education credit amount $111,000
Number of returns with income tax 1,830
Income tax amount [10] $14,016,000
Number of returns with tax liability 1,830
Total tax liability amount [11] $14,656,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 350
Tax due at time of filing amount [12] $843,000
Number of returns with overpayments refunded 1,480
Overpayments refunded amount [13] $5,137,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $117,000

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

Number of returns 2,500
Number of single returns 150
Number of joint returns 2,280
Number of head of household returns 60
Number of returns with paid preparer's signature 1,190
Number of exemptions 7,840
Number of dependents 3,070
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 180
Number of elderly returns [4] 380
Adjust gross income (AGI) [5] $326,464,000
Number of returns with total income 2,500
Salaries and wages amount $329,018,000
Number of returns with salaries and wages 2,410
Salaries and wages amount $283,682
Number of returns with taxable interest 830
Taxable interest amount $472
Number of returns with ordinary dividends 700
Ordinary dividends amount $1,745,000
Number of returns with qualified dividends 660
Qualified dividends amount [6] $1,452
Number of returns with state and local income tax refunds 1,700
State and local income tax refunds amount $1,431
Number of returns with business or professional net income (less loss) 380
Business or professional net income (less loss) amount $4,826,000
Number of returns with net capital gain (less loss) 490
Net capital gain (less loss) amount $3,107,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $7,110,000
Number of returns with taxable pensions and annuities 540
Taxable pensions and annuities amount $16,283,000
Number of farm returns 30
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $458,000
Number of returns with taxable Social Security benefits 240
Taxable Social Security benefits amount $5,040,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $3,841,000
Number of returns with total statutory adjustments 980
Total statutory adjustments amount $2,554,000
Number of returns with educator expenses 150
Educator expenses amount $39,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $464,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $521,000
Number of returns with IRA payments 50
IRA payments amount $233,000
Number of returns with student loan interest deduction 560
Student loan interest deduction amount $687,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $103,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,200
Total itemized deductions amount $48,582,000
Amount of AGI for itemized returns $290,436,000
Number of returns with State and local income taxes 2,170
State and local income taxes amount $18,706,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $45,000
Number of returns with real estate taxes 2,130
Real estate taxes amount $6,503,000
Number of returns with taxes paid 2,200
Taxes paid amount $26,421,000
Number of returns with mortgage interest paid 2,080
Mortgage interest paid amount $13,217,000
Number of returns with contributions 1,830
Contributions amount $5,454,000
Number of returns with taxable income 2,500
Taxable income amount $242,342,000
Number of returns with income tax before credits 2,500
Income tax before credits amount $40,162,000
Number of returns with alternative minimum tax 60
Alternative minimum tax amount $75,000
Number of returns with total tax credits 1,330
Total tax credits amount $2,041,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $12,000
Number of returns with child and dependent care credit 390
Child and dependent care credit amount $231,000
Number of returns with nonrefundable education credit 320
Nonrefundable education credit amount $435,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 910
Child tax credit amount $1,254,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $12,000
Number of returns with self-employment tax 280
Self-employment tax amount $885,000
Number of returns with total tax payments 2,490
Total tax payments amount $44,268,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 270
Refundable education credit amount $256,000
Number of returns with income tax 2,490
Income tax amount [10] $38,121,000
Number of returns with tax liability 2,490
Total tax liability amount [11] $39,537,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 710
Tax due at time of filing amount [12] $2,516,000
Number of returns with overpayments refunded 1,750
Overpayments refunded amount [13] $7,048,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $120,000

Adjusted Gross Income: $200,000 or more

Number of returns 270
Number of single returns 30
Number of joint returns 240
Number of head of household returns 0
Number of returns with paid preparer's signature 160
Number of exemptions 810
Number of dependents 300
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 0
Number of elderly returns [4] 60
Adjust gross income (AGI) [5] $78,468,000
Number of returns with total income 270
Salaries and wages amount $79,491,000
Number of returns with salaries and wages 260
Salaries and wages amount $54,527
Number of returns with taxable interest 170
Taxable interest amount $477
Number of returns with ordinary dividends 130
Ordinary dividends amount $1,518,000
Number of returns with qualified dividends 130
Qualified dividends amount [6] $1,297
Number of returns with state and local income tax refunds 170
State and local income tax refunds amount $324
Number of returns with business or professional net income (less loss) 40
Business or professional net income (less loss) amount $1,765,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $5,911,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $1,914,000
Number of returns with taxable pensions and annuities 60
Taxable pensions and annuities amount $2,566,000
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 30
Taxable Social Security benefits amount $686,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $8,630,000
Number of returns with total statutory adjustments 70
Total statutory adjustments amount $1,023,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 270
Total itemized deductions amount $10,406,000
Amount of AGI for itemized returns $76,412,000
Number of returns with State and local income taxes 260
State and local income taxes amount $4,895,000
Number of returns with State and local general sales tax 0
State and local general sales tax amount $0
Number of returns with real estate taxes 260
Real estate taxes amount $1,138,000
Number of returns with taxes paid 270
Taxes paid amount $6,234,000
Number of returns with mortgage interest paid 220
Mortgage interest paid amount $1,629,000
Number of returns with contributions 240
Contributions amount $1,813,000
Number of returns with taxable income 270
Taxable income amount $65,109,000
Number of returns with income tax before credits 270
Income tax before credits amount $15,418,000
Number of returns with alternative minimum tax 150
Alternative minimum tax amount $713,000
Number of returns with total tax credits 100
Total tax credits amount $86,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $18,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $13,000
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 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 40
Self-employment tax amount $289,000
Number of returns with total tax payments 270
Total tax payments amount $15,241,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 270
Income tax amount [10] $15,332,000
Number of returns with tax liability 270
Total tax liability amount [11] $15,959,000
Number of returns with net investment income tax 110
Net investment income tax $146,000
Number of returns with tax due at time of filing 140
Tax due at time of filing amount [12] $1,904,000
Number of returns with overpayments refunded 110
Overpayments refunded amount [13] $730,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $290,000

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

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

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

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

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

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

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

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

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

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

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

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

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