ZIP Code 45042 2017 Income Tax Stats

Individual Income by ZIP Code -- Tax Statistics: 2017

ZIP Code 45042 Data

Zip Code:45042
City:Middletown
State:OH [Ohio]
Counties: BUTLER, OH
City Alias(es):Middletown
Area Code:513
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]

45042 Income Tax Overview

Total Number of Tax Returns for ZIP Code 45042 [1] 12,860
Total Number of Single Tax Returns for ZIP Code 45042 4,280
Total Number of Joint Tax Returns for ZIP Code 45042 4,430
Total Number of Dependents for ZIP Code 45042 6,880
Total Adjusted Gross Income for ZIP Code 45042 692,555
Average Income per Person for ZIP Code 45042 $26

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


Adjusted Gross Income: 1 under $25,000

Number of returns 4,460
Number of single returns 3,050
Number of joint returns 500
Number of head of household returns 760
Number of returns with paid preparer's signature 1,900
Number of exemptions 5,950
Number of dependents 1,760
Total number of volunteer prepared returns [5] 200
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 200
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 850
Number of elderly returns [4] 960
Adjust gross income (AGI) [5] $56,835,000
Number of returns with total income 4,460
Salaries and wages amount $57,557,000
Number of returns with salaries and wages 3,470
Salaries and wages amount $42,202
Number of returns with taxable interest 450
Taxable interest amount $231
Number of returns with ordinary dividends 290
Ordinary dividends amount $473,000
Number of returns with qualified dividends 270
Qualified dividends amount [6] $294
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $20
Number of returns with business or professional net income (less loss) 530
Business or professional net income (less loss) amount $4,217,000
Number of returns with net capital gain (less loss) 220
Net capital gain (less loss) amount $145,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $1,483,000
Number of returns with taxable pensions and annuities 770
Taxable pensions and annuities amount $7,748,000
Number of farm returns 20
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $347,000
Number of returns with taxable Social Security benefits 300
Taxable Social Security benefits amount $587,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $107,000
Number of returns with total statutory adjustments 610
Total statutory adjustments amount $722,000
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 $109,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $104,000
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 200
Total itemized deductions amount $2,937,000
Amount of AGI for itemized returns $3,033,000
Number of returns with State and local income taxes 80
State and local income taxes amount $78,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $57,000
Number of returns with real estate taxes 160
Real estate taxes amount $418,000
Number of returns with taxes paid 190
Taxes paid amount $572,000
Number of returns with mortgage interest paid 120
Mortgage interest paid amount $530,000
Number of returns with contributions 120
Contributions amount $269,000
Number of returns with taxable income 2,020
Taxable income amount $12,357,000
Number of returns with income tax before credits 2,010
Income tax before credits amount $1,315,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 470
Total tax credits amount $140,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $56,000
Number of returns with retirement savings contribution credit 230
Retirement savings contribution credit amount $29,000
Number of returns with child tax credit 120
Child tax credit amount $48,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 460
Self-employment tax amount $658,000
Number of returns with total tax payments 4,120
Total tax payments amount $9,423,000
Number of returns with earned income credit 1,520
Earned income credit amount [8] $3,935,000
Number of returns with excess earned income credit 1,350
Excess earned income credit (refundable) amount [9] $3,527,000
Number of returns with additional child tax credit 870
Additional child tax credit amount $1,075,000
Number of returns with refundable education credit 130
Refundable education credit amount $110,000
Number of returns with income tax 1,760
Income tax amount [10] $1,175,000
Number of returns with tax liability 2,190
Total tax liability amount [11] $1,905,000
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] $292,000
Number of returns with overpayments refunded 3,900
Overpayments refunded amount [13] $7,774,000
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 3,620
Number of single returns 1,710
Number of joint returns 880
Number of head of household returns 620
Number of returns with paid preparer's signature 1,900
Number of exemptions 6,350
Number of dependents 1,860
Total number of volunteer prepared returns [5] 100
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
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] 680
Number of elderly returns [4] 1,010
Adjust gross income (AGI) [5] $131,882,000
Number of returns with total income 3,620
Salaries and wages amount $133,003,000
Number of returns with salaries and wages 2,950
Salaries and wages amount $101,152
Number of returns with taxable interest 600
Taxable interest amount $356
Number of returns with ordinary dividends 360
Ordinary dividends amount $818,000
Number of returns with qualified dividends 330
Qualified dividends amount [6] $579
Number of returns with state and local income tax refunds 250
State and local income tax refunds amount $99
Number of returns with business or professional net income (less loss) 330
Business or professional net income (less loss) amount $3,354,000
Number of returns with net capital gain (less loss) 280
Net capital gain (less loss) amount $735,000
Number of returns with taxable individual retirement arrangements distributions 330
Taxable individual retirement arrangements distributions amount $2,894,000
Number of returns with taxable pensions and annuities 880
Taxable pensions and annuities amount $16,809,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $493,000
Number of returns with taxable Social Security benefits 780
Taxable Social Security benefits amount $5,450,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $366,000
Number of returns with total statutory adjustments 640
Total statutory adjustments amount $1,121,000
Number of returns with educator expenses 70
Educator expenses amount $16,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $209,000
Number of returns with IRA payments 40
IRA payments amount $122,000
Number of returns with student loan interest deduction 310
Student loan interest deduction amount $332,000
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 540
Total itemized deductions amount $7,464,000
Amount of AGI for itemized returns $21,133,000
Number of returns with State and local income taxes 410
State and local income taxes amount $703,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $116,000
Number of returns with real estate taxes 430
Real estate taxes amount $1,090,000
Number of returns with taxes paid 540
Taxes paid amount $1,939,000
Number of returns with mortgage interest paid 380
Mortgage interest paid amount $1,729,000
Number of returns with contributions 320
Contributions amount $909,000
Number of returns with taxable income 3,520
Taxable income amount $72,220,000
Number of returns with income tax before credits 3,510
Income tax before credits amount $8,935,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,300
Total tax credits amount $1,073,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $54,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $149,000
Number of returns with retirement savings contribution credit 540
Retirement savings contribution credit amount $94,000
Number of returns with child tax credit 750
Child tax credit amount $759,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $16,000
Number of returns with self-employment tax 250
Self-employment tax amount $572,000
Number of returns with total tax payments 3,530
Total tax payments amount $15,278,000
Number of returns with earned income credit 690
Earned income credit amount [8] $1,469,000
Number of returns with excess earned income credit 540
Excess earned income credit (refundable) amount [9] $1,211,000
Number of returns with additional child tax credit 460
Additional child tax credit amount $664,000
Number of returns with refundable education credit 110
Refundable education credit amount $96,000
Number of returns with income tax 3,070
Income tax amount [10] $7,863,000
Number of returns with tax liability 3,180
Total tax liability amount [11] $8,576,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 500
Tax due at time of filing amount [12] $756,000
Number of returns with overpayments refunded 3,090
Overpayments refunded amount [13] $7,396,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $68,000

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

Number of returns 2,040
Number of single returns 620
Number of joint returns 920
Number of head of household returns 210
Number of returns with paid preparer's signature 1,240
Number of exemptions 4,250
Number of dependents 1,290
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 280
Number of elderly returns [4] 640
Adjust gross income (AGI) [5] $125,015,000
Number of returns with total income 2,040
Salaries and wages amount $126,116,000
Number of returns with salaries and wages 1,720
Salaries and wages amount $94,078
Number of returns with taxable interest 480
Taxable interest amount $353
Number of returns with ordinary dividends 310
Ordinary dividends amount $810,000
Number of returns with qualified dividends 290
Qualified dividends amount [6] $544
Number of returns with state and local income tax refunds 470
State and local income tax refunds amount $209
Number of returns with business or professional net income (less loss) 240
Business or professional net income (less loss) amount $2,815,000
Number of returns with net capital gain (less loss) 240
Net capital gain (less loss) amount $757,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $3,470,000
Number of returns with taxable pensions and annuities 600
Taxable pensions and annuities amount $15,538,000
Number of farm returns 30
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $311,000
Number of returns with taxable Social Security benefits 480
Taxable Social Security benefits amount $7,204,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $238,000
Number of returns with total statutory adjustments 500
Total statutory adjustments amount $1,101,000
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 30
Self-employment health insurance deduction amount $141,000
Number of returns with IRA payments 20
IRA payments amount $73,000
Number of returns with student loan interest deduction 250
Student loan interest deduction amount $278,000
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 720
Total itemized deductions amount $10,409,000
Amount of AGI for itemized returns $44,619,000
Number of returns with State and local income taxes 640
State and local income taxes amount $1,716,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $113,000
Number of returns with real estate taxes 610
Real estate taxes amount $1,709,000
Number of returns with taxes paid 720
Taxes paid amount $3,595,000
Number of returns with mortgage interest paid 550
Mortgage interest paid amount $2,758,000
Number of returns with contributions 460
Contributions amount $1,526,000
Number of returns with taxable income 2,030
Taxable income amount $83,462,000
Number of returns with income tax before credits 2,030
Income tax before credits amount $11,797,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 780
Total tax credits amount $1,063,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $32,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $146,000
Number of returns with retirement savings contribution credit 150
Retirement savings contribution credit amount $23,000
Number of returns with child tax credit 540
Child tax credit amount $837,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $23,000
Number of returns with self-employment tax 190
Self-employment tax amount $471,000
Number of returns with total tax payments 2,010
Total tax payments amount $14,830,000
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 70
Additional child tax credit amount $109,000
Number of returns with refundable education credit 80
Refundable education credit amount $78,000
Number of returns with income tax 1,950
Income tax amount [10] $10,734,000
Number of returns with tax liability 1,970
Total tax liability amount [11] $11,331,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 430
Tax due at time of filing amount [12] $875,000
Number of returns with overpayments refunded 1,590
Overpayments refunded amount [13] $4,308,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $52,000

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

Number of returns 1,290
Number of single returns 200
Number of joint returns 900
Number of head of household returns 60
Number of returns with paid preparer's signature 820
Number of exemptions 3,060
Number of dependents 870
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 120
Number of elderly returns [4] 460
Adjust gross income (AGI) [5] $111,045,000
Number of returns with total income 1,290
Salaries and wages amount $112,019,000
Number of returns with salaries and wages 1,120
Salaries and wages amount $82,680
Number of returns with taxable interest 400
Taxable interest amount $409
Number of returns with ordinary dividends 260
Ordinary dividends amount $1,137,000
Number of returns with qualified dividends 240
Qualified dividends amount [6] $839
Number of returns with state and local income tax refunds 420
State and local income tax refunds amount $234
Number of returns with business or professional net income (less loss) 200
Business or professional net income (less loss) amount $2,306,000
Number of returns with net capital gain (less loss) 230
Net capital gain (less loss) amount $1,001,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $3,771,000
Number of returns with taxable pensions and annuities 450
Taxable pensions and annuities amount $12,956,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $273,000
Number of returns with taxable Social Security benefits 320
Taxable Social Security benefits amount $6,398,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $112,000
Number of returns with total statutory adjustments 350
Total statutory adjustments amount $974,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
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 $185,000
Number of returns with IRA payments 20
IRA payments amount $145,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $183,000
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 590
Total itemized deductions amount $10,486,000
Amount of AGI for itemized returns $51,333,000
Number of returns with State and local income taxes 560
State and local income taxes amount $2,154,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $48,000
Number of returns with real estate taxes 540
Real estate taxes amount $1,623,000
Number of returns with taxes paid 590
Taxes paid amount $3,887,000
Number of returns with mortgage interest paid 490
Mortgage interest paid amount $2,712,000
Number of returns with contributions 430
Contributions amount $1,652,000
Number of returns with taxable income 1,280
Taxable income amount $79,800,000
Number of returns with income tax before credits 1,280
Income tax before credits amount $11,804,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 470
Total tax credits amount $774,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $13,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $23,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $139,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 320
Child tax credit amount $560,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 150
Self-employment tax amount $395,000
Number of returns with total tax payments 1,280
Total tax payments amount $14,057,000
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 70
Refundable education credit amount $67,000
Number of returns with income tax 1,280
Income tax amount [10] $11,031,000
Number of returns with tax liability 1,280
Total tax liability amount [11] $11,524,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 310
Tax due at time of filing amount [12] $669,000
Number of returns with overpayments refunded 950
Overpayments refunded amount [13] $3,086,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $109,000

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

Number of returns 1,240
Number of single returns 120
Number of joint returns 1,050
Number of head of household returns 20
Number of returns with paid preparer's signature 750
Number of exemptions 3,240
Number of dependents 950
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] 90
Number of elderly returns [4] 430
Adjust gross income (AGI) [5] $162,613,000
Number of returns with total income 1,240
Salaries and wages amount $164,453,000
Number of returns with salaries and wages 1,080
Salaries and wages amount $117,289
Number of returns with taxable interest 540
Taxable interest amount $631
Number of returns with ordinary dividends 410
Ordinary dividends amount $2,685,000
Number of returns with qualified dividends 390
Qualified dividends amount [6] $1,953
Number of returns with state and local income tax refunds 580
State and local income tax refunds amount $398
Number of returns with business or professional net income (less loss) 210
Business or professional net income (less loss) amount $4,642,000
Number of returns with net capital gain (less loss) 360
Net capital gain (less loss) amount $4,647,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $6,144,000
Number of returns with taxable pensions and annuities 470
Taxable pensions and annuities amount $18,394,000
Number of farm returns 20
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $144,000
Number of returns with taxable Social Security benefits 310
Taxable Social Security benefits amount $6,708,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $1,537,000
Number of returns with total statutory adjustments 460
Total statutory adjustments amount $1,840,000
Number of returns with educator expenses 60
Educator expenses amount $15,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $512,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $266,000
Number of returns with IRA payments 40
IRA payments amount $269,000
Number of returns with student loan interest deduction 210
Student loan interest deduction amount $262,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $84,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 840
Total itemized deductions amount $18,040,000
Amount of AGI for itemized returns $113,133,000
Number of returns with State and local income taxes 810
State and local income taxes amount $5,054,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $83,000
Number of returns with real estate taxes 810
Real estate taxes amount $2,990,000
Number of returns with taxes paid 840
Taxes paid amount $8,203,000
Number of returns with mortgage interest paid 700
Mortgage interest paid amount $4,314,000
Number of returns with contributions 700
Contributions amount $2,934,000
Number of returns with taxable income 1,240
Taxable income amount $126,263,000
Number of returns with income tax before credits 1,240
Income tax before credits amount $21,340,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $73,000
Number of returns with total tax credits 530
Total tax credits amount $668,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $21,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $50,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $195,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 250
Child tax credit amount $354,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $7,000
Number of returns with self-employment tax 170
Self-employment tax amount $699,000
Number of returns with total tax payments 1,230
Total tax payments amount $22,955,000
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 120
Refundable education credit amount $121,000
Number of returns with income tax 1,240
Income tax amount [10] $20,672,000
Number of returns with tax liability 1,240
Total tax liability amount [11] $21,541,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 420
Tax due at time of filing amount [12] $2,072,000
Number of returns with overpayments refunded 780
Overpayments refunded amount [13] $3,232,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $242,000

Adjusted Gross Income: $200,000 or more

Number of returns 210
Number of single returns 30
Number of joint returns 180
Number of head of household returns 0
Number of returns with paid preparer's signature 170
Number of exemptions 530
Number of dependents 150
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] 90
Adjust gross income (AGI) [5] $105,165,000
Number of returns with total income 210
Salaries and wages amount $107,872,000
Number of returns with salaries and wages 180
Salaries and wages amount $41,941
Number of returns with taxable interest 160
Taxable interest amount $673
Number of returns with ordinary dividends 140
Ordinary dividends amount $4,901,000
Number of returns with qualified dividends 130
Qualified dividends amount [6] $4,178
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $479
Number of returns with business or professional net income (less loss) 50
Business or professional net income (less loss) amount $3,574,000
Number of returns with net capital gain (less loss) 130
Net capital gain (less loss) amount $7,401,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $3,033,000
Number of returns with taxable pensions and annuities 60
Taxable pensions and annuities amount $3,464,000
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 60
Taxable Social Security benefits amount $1,395,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $25,958,000
Number of returns with total statutory adjustments 90
Total statutory adjustments amount $2,707,000
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 $440,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 200
Total itemized deductions amount $10,066,000
Amount of AGI for itemized returns $99,298,000
Number of returns with State and local income taxes 190
State and local income taxes amount $4,039,000
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 190
Real estate taxes amount $1,344,000
Number of returns with taxes paid 200
Taxes paid amount $5,521,000
Number of returns with mortgage interest paid 120
Mortgage interest paid amount $935,000
Number of returns with contributions 180
Contributions amount $3,113,000
Number of returns with taxable income 210
Taxable income amount $93,466,000
Number of returns with income tax before credits 210
Income tax before credits amount $24,939,000
Number of returns with alternative minimum tax 100
Alternative minimum tax amount $528,000
Number of returns with total tax credits 90
Total tax credits amount $111,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $44,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 50
Self-employment tax amount $395,000
Number of returns with total tax payments 210
Total tax payments amount $27,600,000
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 210
Income tax amount [10] $24,766,000
Number of returns with tax liability 210
Total tax liability amount [11] $25,850,000
Number of returns with net investment income tax 130
Net investment income tax $469,000
Number of returns with tax due at time of filing 110
Tax due at time of filing amount [12] $1,915,000
Number of returns with overpayments refunded 80
Overpayments refunded amount [13] $1,543,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $2,106,000

[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.