ZIP Code 45040 2017 Income Tax Stats

Individual Income by ZIP Code -- Tax Statistics: 2017

ZIP Code 45040 Data

Zip Code:45040
City:Mason
State:OH [Ohio]
Counties: WARREN, OH
City Alias(es):Mason
Area Code:513
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]

45040 Income Tax Overview

Total Number of Tax Returns for ZIP Code 45040 [1] 26,590
Total Number of Single Tax Returns for ZIP Code 45040 9,170
Total Number of Joint Tax Returns for ZIP Code 45040 12,210
Total Number of Dependents for ZIP Code 45040 19,830
Total Adjusted Gross Income for ZIP Code 45040 2,933,526
Average Income per Person for ZIP Code 45040 $58

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


Adjusted Gross Income: 1 under $25,000

Number of returns 7,250
Number of single returns 6,240
Number of joint returns 560
Number of head of household returns 350
Number of returns with paid preparer's signature 2,440
Number of exemptions 5,180
Number of dependents 1,050
Total number of volunteer prepared returns [5] 250
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 210
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 490
Number of elderly returns [4] 1,130
Adjust gross income (AGI) [5] $70,844,000
Number of returns with total income 7,250
Salaries and wages amount $72,305,000
Number of returns with salaries and wages 5,910
Salaries and wages amount $55,056
Number of returns with taxable interest 1,120
Taxable interest amount $515
Number of returns with ordinary dividends 1,170
Ordinary dividends amount $1,715,000
Number of returns with qualified dividends 1,090
Qualified dividends amount [6] $1,140
Number of returns with state and local income tax refunds 100
State and local income tax refunds amount $60
Number of returns with business or professional net income (less loss) 780
Business or professional net income (less loss) amount $5,159,000
Number of returns with net capital gain (less loss) 840
Net capital gain (less loss) amount $1,312,000
Number of returns with taxable individual retirement arrangements distributions 430
Taxable individual retirement arrangements distributions amount $2,778,000
Number of returns with taxable pensions and annuities 740
Taxable pensions and annuities amount $6,124,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $233,000
Number of returns with taxable Social Security benefits 320
Taxable Social Security benefits amount $683,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $201,000
Number of returns with total statutory adjustments 1,040
Total statutory adjustments amount $1,461,000
Number of returns with educator expenses 40
Educator expenses amount $8,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $227,000
Number of returns with IRA payments 50
IRA payments amount $172,000
Number of returns with student loan interest deduction 270
Student loan interest deduction amount $269,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $190,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 350
Total itemized deductions amount $5,774,000
Amount of AGI for itemized returns $5,229,000
Number of returns with State and local income taxes 110
State and local income taxes amount $116,000
Number of returns with State and local general sales tax 190
State and local general sales tax amount $129,000
Number of returns with real estate taxes 250
Real estate taxes amount $861,000
Number of returns with taxes paid 330
Taxes paid amount $1,134,000
Number of returns with mortgage interest paid 190
Mortgage interest paid amount $1,028,000
Number of returns with contributions 240
Contributions amount $412,000
Number of returns with taxable income 3,240
Taxable income amount $18,325,000
Number of returns with income tax before credits 3,050
Income tax before credits amount $1,936,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 650
Total tax credits amount $220,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $10,000
Number of returns with nonrefundable education credit 210
Nonrefundable education credit amount $133,000
Number of returns with retirement savings contribution credit 210
Retirement savings contribution credit amount $36,000
Number of returns with child tax credit 90
Child tax credit amount $33,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 680
Self-employment tax amount $844,000
Number of returns with total tax payments 6,340
Total tax payments amount $8,417,000
Number of returns with earned income credit 990
Earned income credit amount [8] $2,170,000
Number of returns with excess earned income credit 840
Excess earned income credit (refundable) amount [9] $1,842,000
Number of returns with additional child tax credit 470
Additional child tax credit amount $592,000
Number of returns with refundable education credit 230
Refundable education credit amount $210,000
Number of returns with income tax 2,720
Income tax amount [10] $1,715,000
Number of returns with tax liability 3,250
Total tax liability amount [11] $2,669,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 750
Tax due at time of filing amount [12] $634,000
Number of returns with overpayments refunded 5,900
Overpayments refunded amount [13] $6,319,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $43,000

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

Number of returns 3,840
Number of single returns 2,220
Number of joint returns 840
Number of head of household returns 520
Number of returns with paid preparer's signature 1,620
Number of exemptions 6,320
Number of dependents 1,720
Total number of volunteer prepared returns [5] 130
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 100
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 520
Number of elderly returns [4] 1,000
Adjust gross income (AGI) [5] $142,243,000
Number of returns with total income 3,840
Salaries and wages amount $144,653,000
Number of returns with salaries and wages 3,150
Salaries and wages amount $109,339
Number of returns with taxable interest 880
Taxable interest amount $638
Number of returns with ordinary dividends 750
Ordinary dividends amount $2,352,000
Number of returns with qualified dividends 700
Qualified dividends amount [6] $1,742
Number of returns with state and local income tax refunds 390
State and local income tax refunds amount $162
Number of returns with business or professional net income (less loss) 480
Business or professional net income (less loss) amount $6,057,000
Number of returns with net capital gain (less loss) 550
Net capital gain (less loss) amount $1,104,000
Number of returns with taxable individual retirement arrangements distributions 480
Taxable individual retirement arrangements distributions amount $5,678,000
Number of returns with taxable pensions and annuities 740
Taxable pensions and annuities amount $11,859,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $472,000
Number of returns with taxable Social Security benefits 760
Taxable Social Security benefits amount $5,858,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $1,317,000
Number of returns with total statutory adjustments 1,030
Total statutory adjustments amount $2,410,000
Number of returns with educator expenses 70
Educator expenses amount $18,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $351,000
Number of returns with IRA payments 80
IRA payments amount $317,000
Number of returns with student loan interest deduction 520
Student loan interest deduction amount $623,000
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 880
Total itemized deductions amount $12,884,000
Amount of AGI for itemized returns $34,469,000
Number of returns with State and local income taxes 610
State and local income taxes amount $902,000
Number of returns with State and local general sales tax 230
State and local general sales tax amount $210,000
Number of returns with real estate taxes 720
Real estate taxes amount $2,511,000
Number of returns with taxes paid 870
Taxes paid amount $3,674,000
Number of returns with mortgage interest paid 610
Mortgage interest paid amount $3,286,000
Number of returns with contributions 600
Contributions amount $1,344,000
Number of returns with taxable income 3,700
Taxable income amount $79,955,000
Number of returns with income tax before credits 3,650
Income tax before credits amount $9,945,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,320
Total tax credits amount $1,122,000
Number of returns with foreign tax credit 170
Foreign tax credit amount $13,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $60,000
Number of returns with nonrefundable education credit 290
Nonrefundable education credit amount $345,000
Number of returns with retirement savings contribution credit 480
Retirement savings contribution credit amount $90,000
Number of returns with child tax credit 610
Child tax credit amount $603,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 370
Self-employment tax amount $1,034,000
Number of returns with total tax payments 3,670
Total tax payments amount $15,867,000
Number of returns with earned income credit 600
Earned income credit amount [8] $1,183,000
Number of returns with excess earned income credit 450
Excess earned income credit (refundable) amount [9] $896,000
Number of returns with additional child tax credit 450
Additional child tax credit amount $618,000
Number of returns with refundable education credit 180
Refundable education credit amount $166,000
Number of returns with income tax 3,220
Income tax amount [10] $8,823,000
Number of returns with tax liability 3,390
Total tax liability amount [11] $10,048,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 700
Tax due at time of filing amount [12] $1,132,000
Number of returns with overpayments refunded 3,050
Overpayments refunded amount [13] $6,821,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $102,000

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

Number of returns 3,220
Number of single returns 1,350
Number of joint returns 1,120
Number of head of household returns 390
Number of returns with paid preparer's signature 1,580
Number of exemptions 6,320
Number of dependents 1,980
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 330
Number of elderly returns [4] 910
Adjust gross income (AGI) [5] $200,910,000
Number of returns with total income 3,220
Salaries and wages amount $203,513,000
Number of returns with salaries and wages 2,710
Salaries and wages amount $152,198
Number of returns with taxable interest 1,070
Taxable interest amount $797
Number of returns with ordinary dividends 950
Ordinary dividends amount $3,511,000
Number of returns with qualified dividends 910
Qualified dividends amount [6] $2,578
Number of returns with state and local income tax refunds 870
State and local income tax refunds amount $501
Number of returns with business or professional net income (less loss) 420
Business or professional net income (less loss) amount $5,245,000
Number of returns with net capital gain (less loss) 740
Net capital gain (less loss) amount $3,175,000
Number of returns with taxable individual retirement arrangements distributions 510
Taxable individual retirement arrangements distributions amount $8,197,000
Number of returns with taxable pensions and annuities 740
Taxable pensions and annuities amount $17,042,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $433,000
Number of returns with taxable Social Security benefits 670
Taxable Social Security benefits amount $10,170,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $2,022,000
Number of returns with total statutory adjustments 990
Total statutory adjustments amount $2,603,000
Number of returns with educator expenses 110
Educator expenses amount $27,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $372,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $418,000
Number of returns with IRA payments 70
IRA payments amount $381,000
Number of returns with student loan interest deduction 460
Student loan interest deduction amount $508,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $93,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,430
Total itemized deductions amount $22,052,000
Amount of AGI for itemized returns $90,698,000
Number of returns with State and local income taxes 1,250
State and local income taxes amount $3,213,000
Number of returns with State and local general sales tax 170
State and local general sales tax amount $174,000
Number of returns with real estate taxes 1,190
Real estate taxes amount $4,275,000
Number of returns with taxes paid 1,430
Taxes paid amount $7,741,000
Number of returns with mortgage interest paid 1,030
Mortgage interest paid amount $5,456,000
Number of returns with contributions 1,050
Contributions amount $2,586,000
Number of returns with taxable income 3,200
Taxable income amount $135,990,000
Number of returns with income tax before credits 3,190
Income tax before credits amount $19,438,000
Number of returns with alternative minimum tax 20
Alternative minimum tax amount $17,000
Number of returns with total tax credits 1,370
Total tax credits amount $1,753,000
Number of returns with foreign tax credit 310
Foreign tax credit amount $34,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $69,000
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $327,000
Number of returns with retirement savings contribution credit 140
Retirement savings contribution credit amount $25,000
Number of returns with child tax credit 850
Child tax credit amount $1,259,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $15,000
Number of returns with self-employment tax 340
Self-employment tax amount $990,000
Number of returns with total tax payments 3,180
Total tax payments amount $23,842,000
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 110
Additional child tax credit amount $143,000
Number of returns with refundable education credit 170
Refundable education credit amount $175,000
Number of returns with income tax 3,060
Income tax amount [10] $17,685,000
Number of returns with tax liability 3,120
Total tax liability amount [11] $18,825,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 830
Tax due at time of filing amount [12] $1,693,000
Number of returns with overpayments refunded 2,300
Overpayments refunded amount [13] $6,383,000
Number of returns with credit to next year’s estimated tax 100
Credited to next year’s estimated tax amount $272,000

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

Number of returns 2,720
Number of single returns 630
Number of joint returns 1,640
Number of head of household returns 200
Number of returns with paid preparer's signature 1,330
Number of exemptions 6,510
Number of dependents 2,150
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 180
Number of elderly returns [4] 790
Adjust gross income (AGI) [5] $237,297,000
Number of returns with total income 2,720
Salaries and wages amount $240,262,000
Number of returns with salaries and wages 2,350
Salaries and wages amount $183,250
Number of returns with taxable interest 1,150
Taxable interest amount $917
Number of returns with ordinary dividends 970
Ordinary dividends amount $4,270,000
Number of returns with qualified dividends 920
Qualified dividends amount [6] $3,198
Number of returns with state and local income tax refunds 990
State and local income tax refunds amount $614
Number of returns with business or professional net income (less loss) 440
Business or professional net income (less loss) amount $5,799,000
Number of returns with net capital gain (less loss) 780
Net capital gain (less loss) amount $4,023,000
Number of returns with taxable individual retirement arrangements distributions 450
Taxable individual retirement arrangements distributions amount $9,398,000
Number of returns with taxable pensions and annuities 620
Taxable pensions and annuities amount $17,922,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $390,000
Number of returns with taxable Social Security benefits 540
Taxable Social Security benefits amount $10,448,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $1,911,000
Number of returns with total statutory adjustments 800
Total statutory adjustments amount $2,965,000
Number of returns with educator expenses 80
Educator expenses amount $20,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $458,000
Number of returns with IRA payments 80
IRA payments amount $516,000
Number of returns with student loan interest deduction 270
Student loan interest deduction amount $324,000
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 1,470
Total itemized deductions amount $27,576,000
Amount of AGI for itemized returns $128,986,000
Number of returns with State and local income taxes 1,370
State and local income taxes amount $4,964,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $150,000
Number of returns with real estate taxes 1,300
Real estate taxes amount $5,756,000
Number of returns with taxes paid 1,470
Taxes paid amount $10,977,000
Number of returns with mortgage interest paid 1,150
Mortgage interest paid amount $7,207,000
Number of returns with contributions 1,140
Contributions amount $3,867,000
Number of returns with taxable income 2,710
Taxable income amount $169,212,000
Number of returns with income tax before credits 2,700
Income tax before credits amount $25,518,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,310
Total tax credits amount $1,955,000
Number of returns with foreign tax credit 310
Foreign tax credit amount $64,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $76,000
Number of returns with nonrefundable education credit 230
Nonrefundable education credit amount $354,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 890
Child tax credit amount $1,411,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $12,000
Number of returns with self-employment tax 340
Self-employment tax amount $1,051,000
Number of returns with total tax payments 2,690
Total tax payments amount $29,288,000
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 20
Additional child tax credit amount $36,000
Number of returns with refundable education credit 180
Refundable education credit amount $182,000
Number of returns with income tax 2,680
Income tax amount [10] $23,563,000
Number of returns with tax liability 2,690
Total tax liability amount [11] $24,759,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 730
Tax due at time of filing amount [12] $2,019,000
Number of returns with overpayments refunded 1,910
Overpayments refunded amount [13] $6,289,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $199,000

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

Number of returns 6,120
Number of single returns 590
Number of joint returns 4,880
Number of head of household returns 280
Number of returns with paid preparer's signature 2,760
Number of exemptions 18,330
Number of dependents 7,340
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] 290
Number of elderly returns [4] 1,280
Adjust gross income (AGI) [5] $855,855,000
Number of returns with total income 6,120
Salaries and wages amount $865,895,000
Number of returns with salaries and wages 5,660
Salaries and wages amount $709,578
Number of returns with taxable interest 3,220
Taxable interest amount $2,630
Number of returns with ordinary dividends 2,890
Ordinary dividends amount $13,265,000
Number of returns with qualified dividends 2,750
Qualified dividends amount [6] $10,644
Number of returns with state and local income tax refunds 3,320
State and local income tax refunds amount $2,911
Number of returns with business or professional net income (less loss) 1,110
Business or professional net income (less loss) amount $20,781,000
Number of returns with net capital gain (less loss) 2,350
Net capital gain (less loss) amount $17,100,000
Number of returns with taxable individual retirement arrangements distributions 900
Taxable individual retirement arrangements distributions amount $23,849,000
Number of returns with taxable pensions and annuities 1,200
Taxable pensions and annuities amount $39,917,000
Number of farm returns 40
Number of returns with unemployment compensation 150
Unemployment compensation amount [7] $897,000
Number of returns with taxable Social Security benefits 730
Taxable Social Security benefits amount $16,556,000
Number of returns with partnership/S-corp net income (less loss) 560
Partnership/S-corp net income (less loss) amount $14,468,000
Number of returns with total statutory adjustments 2,200
Total statutory adjustments amount $10,040,000
Number of returns with educator expenses 270
Educator expenses amount $72,000
Number of returns with self-employment retirement plans 70
Self-employment retirement plans amount $1,275,000
Number of returns with self-employment health insurance deduction 180
Self-employment health insurance deduction amount $1,710,000
Number of returns with IRA payments 230
IRA payments amount $1,289,000
Number of returns with student loan interest deduction 650
Student loan interest deduction amount $763,000
Number of returns with tuition and fees deduction 130
Tuition and fees deduction amount $268,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $90,000
Number of returns with itemized deductions 4,960
Total itemized deductions amount $118,495,000
Amount of AGI for itemized returns $708,285,000
Number of returns with State and local income taxes 4,820
State and local income taxes amount $31,222,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $230,000
Number of returns with real estate taxes 4,630
Real estate taxes amount $26,580,000
Number of returns with taxes paid 4,960
Taxes paid amount $58,703,000
Number of returns with mortgage interest paid 4,290
Mortgage interest paid amount $31,511,000
Number of returns with contributions 4,290
Contributions amount $16,759,000
Number of returns with taxable income 6,110
Taxable income amount $650,114,000
Number of returns with income tax before credits 6,100
Income tax before credits amount $114,537,000
Number of returns with alternative minimum tax 340
Alternative minimum tax amount $609,000
Number of returns with total tax credits 3,170
Total tax credits amount $3,910,000
Number of returns with foreign tax credit 1,030
Foreign tax credit amount $247,000
Number of returns with child and dependent care credit 670
Child and dependent care credit amount $373,000
Number of returns with nonrefundable education credit 750
Nonrefundable education credit amount $1,148,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,390
Child tax credit amount $1,819,000
Number of returns with residential energy tax credit 140
Residential energy tax credit amount $50,000
Number of returns with self-employment tax 830
Self-employment tax amount $3,332,000
Number of returns with total tax payments 6,080
Total tax payments amount $121,647,000
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 690
Refundable education credit amount $709,000
Number of returns with income tax 6,090
Income tax amount [10] $110,628,000
Number of returns with tax liability 6,100
Total tax liability amount [11] $114,714,000
Number of returns with net investment income tax 120
Net investment income tax $24,000
Number of returns with tax due at time of filing 2,250
Tax due at time of filing amount [12] $9,512,000
Number of returns with overpayments refunded 3,700
Overpayments refunded amount [13] $15,526,000
Number of returns with credit to next year’s estimated tax 210
Credited to next year’s estimated tax amount $780,000

Adjusted Gross Income: $200,000 or more

Number of returns 3,440
Number of single returns 130
Number of joint returns 3,170
Number of head of household returns 90
Number of returns with paid preparer's signature 2,050
Number of exemptions 12,210
Number of dependents 5,590
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] 70
Number of elderly returns [4] 460
Adjust gross income (AGI) [5] $1,426,377,000
Number of returns with total income 3,440
Salaries and wages amount $1,445,643,000
Number of returns with salaries and wages 3,300
Salaries and wages amount $1,048,085
Number of returns with taxable interest 2,550
Taxable interest amount $5,669
Number of returns with ordinary dividends 2,490
Ordinary dividends amount $36,752,000
Number of returns with qualified dividends 2,420
Qualified dividends amount [6] $31,276
Number of returns with state and local income tax refunds 1,930
State and local income tax refunds amount $6,293
Number of returns with business or professional net income (less loss) 720
Business or professional net income (less loss) amount $40,938,000
Number of returns with net capital gain (less loss) 2,240
Net capital gain (less loss) amount $116,228,000
Number of returns with taxable individual retirement arrangements distributions 400
Taxable individual retirement arrangements distributions amount $16,583,000
Number of returns with taxable pensions and annuities 470
Taxable pensions and annuities amount $17,962,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $247,000
Number of returns with taxable Social Security benefits 210
Taxable Social Security benefits amount $5,229,000
Number of returns with partnership/S-corp net income (less loss) 790
Partnership/S-corp net income (less loss) amount $131,206,000
Number of returns with total statutory adjustments 1,140
Total statutory adjustments amount $19,266,000
Number of returns with educator expenses 100
Educator expenses amount $24,000
Number of returns with self-employment retirement plans 200
Self-employment retirement plans amount $5,883,000
Number of returns with self-employment health insurance deduction 270
Self-employment health insurance deduction amount $3,656,000
Number of returns with IRA payments 40
IRA payments amount $388,000
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 70
Domestic production activities deduction amount $1,710,000
Number of returns with itemized deductions 3,340
Total itemized deductions amount $158,816,000
Amount of AGI for itemized returns $1,365,055,000
Number of returns with State and local income taxes 3,290
State and local income taxes amount $72,825,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $138,000
Number of returns with real estate taxes 3,180
Real estate taxes amount $30,411,000
Number of returns with taxes paid 3,340
Taxes paid amount $103,749,000
Number of returns with mortgage interest paid 2,830
Mortgage interest paid amount $29,947,000
Number of returns with contributions 3,080
Contributions amount $27,328,000
Number of returns with taxable income 3,440
Taxable income amount $1,232,604,000
Number of returns with income tax before credits 3,440
Income tax before credits amount $332,911,000
Number of returns with alternative minimum tax 2,070
Alternative minimum tax amount $9,614,000
Number of returns with total tax credits 1,660
Total tax credits amount $3,924,000
Number of returns with foreign tax credit 1,250
Foreign tax credit amount $2,744,000
Number of returns with child and dependent care credit 420
Child and dependent care credit amount $226,000
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 70
Residential energy tax credit amount $26,000
Number of returns with self-employment tax 700
Self-employment tax amount $4,835,000
Number of returns with total tax payments 3,430
Total tax payments amount $328,318,000
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 3,440
Income tax amount [10] $328,988,000
Number of returns with tax liability 3,440
Total tax liability amount [11] $342,017,000
Number of returns with net investment income tax 1,880
Net investment income tax $3,839,000
Number of returns with tax due at time of filing 1,830
Tax due at time of filing amount [12] $37,924,000
Number of returns with overpayments refunded 1,350
Overpayments refunded amount [13] $14,437,000
Number of returns with credit to next year’s estimated tax 310
Credited to next year’s estimated tax amount $9,492,000

[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.