ZIP Code 45050 2017 Income Tax Stats

Individual Income by ZIP Code -- Tax Statistics: 2017

ZIP Code 45050 Data

Zip Code:45050
City:Monroe
State:OH [Ohio]
Counties: BUTLER, OH
City Alias(es):Monroe
Area Code:513
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]

45050 Income Tax Overview

Total Number of Tax Returns for ZIP Code 45050 [1] 5,480
Total Number of Single Tax Returns for ZIP Code 45050 2,140
Total Number of Joint Tax Returns for ZIP Code 45050 2,220
Total Number of Dependents for ZIP Code 45050 3,540
Total Adjusted Gross Income for ZIP Code 45050 344,883
Average Income per Person for ZIP Code 45050 $40

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


Adjusted Gross Income: 1 under $25,000

Number of returns 1,460
Number of single returns 1,150
Number of joint returns 160
Number of head of household returns 130
Number of returns with paid preparer's signature 570
Number of exemptions 1,470
Number of dependents 340
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] 160
Number of elderly returns [4] 320
Adjust gross income (AGI) [5] $17,031,000
Number of returns with total income 1,460
Salaries and wages amount $17,285,000
Number of returns with salaries and wages 1,150
Salaries and wages amount $12,330
Number of returns with taxable interest 170
Taxable interest amount $103
Number of returns with ordinary dividends 130
Ordinary dividends amount $216,000
Number of returns with qualified dividends 120
Qualified dividends amount [6] $129
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $15
Number of returns with business or professional net income (less loss) 160
Business or professional net income (less loss) amount $1,109,000
Number of returns with net capital gain (less loss) 90
Net capital gain (less loss) amount $52,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $821,000
Number of returns with taxable pensions and annuities 260
Taxable pensions and annuities amount $2,250,000
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 110
Taxable Social Security benefits amount $246,000
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 190
Total statutory adjustments amount $254,000
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 40
Student loan interest deduction amount $34,000
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 90
Total itemized deductions amount $1,436,000
Amount of AGI for itemized returns $1,353,000
Number of returns with State and local income taxes 30
State and local income taxes amount $24,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $37,000
Number of returns with real estate taxes 70
Real estate taxes amount $205,000
Number of returns with taxes paid 80
Taxes paid amount $273,000
Number of returns with mortgage interest paid 60
Mortgage interest paid amount $300,000
Number of returns with contributions 60
Contributions amount $140,000
Number of returns with taxable income 690
Taxable income amount $3,904,000
Number of returns with income tax before credits 690
Income tax before credits amount $415,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 160
Total tax credits amount $48,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $28,000
Number of returns with retirement savings contribution credit 70
Retirement savings contribution credit amount $10,000
Number of returns with child tax credit 40
Child tax credit amount $8,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 130
Self-employment tax amount $197,000
Number of returns with total tax payments 1,330
Total tax payments amount $2,388,000
Number of returns with earned income credit 320
Earned income credit amount [8] $791,000
Number of returns with excess earned income credit 270
Excess earned income credit (refundable) amount [9] $691,000
Number of returns with additional child tax credit 170
Additional child tax credit amount $214,000
Number of returns with refundable education credit 60
Refundable education credit amount $53,000
Number of returns with income tax 590
Income tax amount [10] $367,000
Number of returns with tax liability 710
Total tax liability amount [11] $587,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 110
Tax due at time of filing amount [12] $111,000
Number of returns with overpayments refunded 1,260
Overpayments refunded amount [13] $1,903,000
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 1,180
Number of single returns 600
Number of joint returns 240
Number of head of household returns 210
Number of returns with paid preparer's signature 570
Number of exemptions 1,990
Number of dependents 580
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] 190
Number of elderly returns [4] 310
Adjust gross income (AGI) [5] $43,986,000
Number of returns with total income 1,180
Salaries and wages amount $44,497,000
Number of returns with salaries and wages 970
Salaries and wages amount $33,534
Number of returns with taxable interest 210
Taxable interest amount $154
Number of returns with ordinary dividends 150
Ordinary dividends amount $405,000
Number of returns with qualified dividends 140
Qualified dividends amount [6] $270
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $40
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $1,449,000
Number of returns with net capital gain (less loss) 110
Net capital gain (less loss) amount $297,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $1,022,000
Number of returns with taxable pensions and annuities 290
Taxable pensions and annuities amount $5,358,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $236,000
Number of returns with taxable Social Security benefits 240
Taxable Social Security benefits amount $1,792,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $241,000
Number of returns with total statutory adjustments 290
Total statutory adjustments amount $511,000
Number of returns with educator expenses 30
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 30
Self-employment health insurance deduction amount $146,000
Number of returns with IRA payments 30
IRA payments amount $126,000
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $182,000
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 270
Total itemized deductions amount $3,615,000
Amount of AGI for itemized returns $10,396,000
Number of returns with State and local income taxes 200
State and local income taxes amount $309,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $51,000
Number of returns with real estate taxes 210
Real estate taxes amount $582,000
Number of returns with taxes paid 260
Taxes paid amount $949,000
Number of returns with mortgage interest paid 190
Mortgage interest paid amount $960,000
Number of returns with contributions 180
Contributions amount $527,000
Number of returns with taxable income 1,150
Taxable income amount $24,587,000
Number of returns with income tax before credits 1,150
Income tax before credits amount $3,054,000
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 $403,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $28,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $80,000
Number of returns with retirement savings contribution credit 170
Retirement savings contribution credit amount $32,000
Number of returns with child tax credit 260
Child tax credit amount $252,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $6,000
Number of returns with self-employment tax 100
Self-employment tax amount $276,000
Number of returns with total tax payments 1,160
Total tax payments amount $5,077,000
Number of returns with earned income credit 250
Earned income credit amount [8] $454,000
Number of returns with excess earned income credit 190
Excess earned income credit (refundable) amount [9] $351,000
Number of returns with additional child tax credit 150
Additional child tax credit amount $207,000
Number of returns with refundable education credit 60
Refundable education credit amount $49,000
Number of returns with income tax 990
Income tax amount [10] $2,650,000
Number of returns with tax liability 1,040
Total tax liability amount [11] $2,975,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 180
Tax due at time of filing amount [12] $289,000
Number of returns with overpayments refunded 990
Overpayments refunded amount [13] $2,371,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 990
Number of single returns 320
Number of joint returns 380
Number of head of household returns 130
Number of returns with paid preparer's signature 530
Number of exemptions 2,110
Number of dependents 740
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] 260
Adjust gross income (AGI) [5] $60,897,000
Number of returns with total income 990
Salaries and wages amount $61,522,000
Number of returns with salaries and wages 860
Salaries and wages amount $47,100
Number of returns with taxable interest 250
Taxable interest amount $144
Number of returns with ordinary dividends 180
Ordinary dividends amount $461,000
Number of returns with qualified dividends 170
Qualified dividends amount [6] $330
Number of returns with state and local income tax refunds 280
State and local income tax refunds amount $124
Number of returns with business or professional net income (less loss) 140
Business or professional net income (less loss) amount $1,432,000
Number of returns with net capital gain (less loss) 140
Net capital gain (less loss) amount $589,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $1,834,000
Number of returns with taxable pensions and annuities 250
Taxable pensions and annuities amount $6,151,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $151,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $2,879,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $457,000
Number of returns with total statutory adjustments 300
Total statutory adjustments amount $625,000
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 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 140
Student loan interest deduction amount $162,000
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 440
Total itemized deductions amount $6,268,000
Amount of AGI for itemized returns $27,297,000
Number of returns with State and local income taxes 390
State and local income taxes amount $1,036,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $73,000
Number of returns with real estate taxes 370
Real estate taxes amount $1,137,000
Number of returns with taxes paid 440
Taxes paid amount $2,266,000
Number of returns with mortgage interest paid 360
Mortgage interest paid amount $1,880,000
Number of returns with contributions 300
Contributions amount $695,000
Number of returns with taxable income 990
Taxable income amount $40,411,000
Number of returns with income tax before credits 980
Income tax before credits amount $5,706,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 440
Total tax credits amount $657,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $24,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $97,000
Number of returns with retirement savings contribution credit 60
Retirement savings contribution credit amount $10,000
Number of returns with child tax credit 330
Child tax credit amount $517,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 110
Self-employment tax amount $283,000
Number of returns with total tax payments 980
Total tax payments amount $7,050,000
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 40
Additional child tax credit amount $64,000
Number of returns with refundable education credit 50
Refundable education credit amount $49,000
Number of returns with income tax 940
Income tax amount [10] $5,048,000
Number of returns with tax liability 950
Total tax liability amount [11] $5,381,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 220
Tax due at time of filing amount [12] $490,000
Number of returns with overpayments refunded 760
Overpayments refunded amount [13] $2,132,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $39,000

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

Number of returns 780
Number of single returns 120
Number of joint returns 540
Number of head of household returns 60
Number of returns with paid preparer's signature 410
Number of exemptions 2,010
Number of dependents 700
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] 80
Number of elderly returns [4] 200
Adjust gross income (AGI) [5] $67,710,000
Number of returns with total income 780
Salaries and wages amount $68,272,000
Number of returns with salaries and wages 690
Salaries and wages amount $53,309
Number of returns with taxable interest 220
Taxable interest amount $159
Number of returns with ordinary dividends 180
Ordinary dividends amount $644,000
Number of returns with qualified dividends 170
Qualified dividends amount [6] $438
Number of returns with state and local income tax refunds 300
State and local income tax refunds amount $151
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $1,106,000
Number of returns with net capital gain (less loss) 140
Net capital gain (less loss) amount $540,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $2,046,000
Number of returns with taxable pensions and annuities 220
Taxable pensions and annuities amount $6,584,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $104,000
Number of returns with taxable Social Security benefits 150
Taxable Social Security benefits amount $2,963,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $345,000
Number of returns with total statutory adjustments 280
Total statutory adjustments amount $562,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $211,000
Number of returns with IRA payments 30
IRA payments amount $138,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $187,000
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 440
Total itemized deductions amount $7,757,000
Amount of AGI for itemized returns $39,053,000
Number of returns with State and local income taxes 430
State and local income taxes amount $1,587,000
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 410
Real estate taxes amount $1,527,000
Number of returns with taxes paid 440
Taxes paid amount $3,191,000
Number of returns with mortgage interest paid 400
Mortgage interest paid amount $2,419,000
Number of returns with contributions 320
Contributions amount $1,059,000
Number of returns with taxable income 770
Taxable income amount $47,933,000
Number of returns with income tax before credits 780
Income tax before credits amount $7,085,000
Number of returns with alternative minimum tax 20
Alternative minimum tax amount $45,000
Number of returns with total tax credits 400
Total tax credits amount $697,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $46,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $104,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 300
Child tax credit amount $526,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $5,000
Number of returns with self-employment tax 100
Self-employment tax amount $197,000
Number of returns with total tax payments 780
Total tax payments amount $8,160,000
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 50
Refundable education credit amount $51,000
Number of returns with income tax 770
Income tax amount [10] $6,388,000
Number of returns with tax liability 770
Total tax liability amount [11] $6,649,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 190
Tax due at time of filing amount [12] $485,000
Number of returns with overpayments refunded 580
Overpayments refunded amount [13] $1,956,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 970
Number of single returns 100
Number of joint returns 820
Number of head of household returns 30
Number of returns with paid preparer's signature 490
Number of exemptions 2,870
Number of dependents 1,080
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] 210
Adjust gross income (AGI) [5] $125,065,000
Number of returns with total income 970
Salaries and wages amount $126,140,000
Number of returns with salaries and wages 880
Salaries and wages amount $102,346
Number of returns with taxable interest 350
Taxable interest amount $328
Number of returns with ordinary dividends 300
Ordinary dividends amount $1,479,000
Number of returns with qualified dividends 280
Qualified dividends amount [6] $1,151
Number of returns with state and local income tax refunds 490
State and local income tax refunds amount $297
Number of returns with business or professional net income (less loss) 150
Business or professional net income (less loss) amount $2,200,000
Number of returns with net capital gain (less loss) 220
Net capital gain (less loss) amount $2,419,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $3,790,000
Number of returns with taxable pensions and annuities 260
Taxable pensions and annuities amount $7,894,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $195,000
Number of returns with taxable Social Security benefits 160
Taxable Social Security benefits amount $3,456,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $1,367,000
Number of returns with total statutory adjustments 420
Total statutory adjustments amount $1,075,000
Number of returns with educator expenses 60
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 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 240
Student loan interest deduction amount $277,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $95,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 760
Total itemized deductions amount $15,895,000
Amount of AGI for itemized returns $98,882,000
Number of returns with State and local income taxes 730
State and local income taxes amount $4,340,000
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 710
Real estate taxes amount $2,525,000
Number of returns with taxes paid 760
Taxes paid amount $6,986,000
Number of returns with mortgage interest paid 680
Mortgage interest paid amount $4,412,000
Number of returns with contributions 620
Contributions amount $2,223,000
Number of returns with taxable income 970
Taxable income amount $94,836,000
Number of returns with income tax before credits 970
Income tax before credits amount $15,888,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 490
Total tax credits amount $784,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $14,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $93,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $175,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 310
Child tax credit amount $488,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 130
Self-employment tax amount $404,000
Number of returns with total tax payments 970
Total tax payments amount $16,982,000
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 100
Refundable education credit amount $101,000
Number of returns with income tax 970
Income tax amount [10] $15,104,000
Number of returns with tax liability 970
Total tax liability amount [11] $15,672,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 300
Tax due at time of filing amount [12] $1,321,000
Number of returns with overpayments refunded 650
Overpayments refunded amount [13] $2,537,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $121,000

Adjusted Gross Income: $200,000 or more

Number of returns 100
Number of single returns 0
Number of joint returns 80
Number of head of household returns 0
Number of returns with paid preparer's signature 70
Number of exemptions 280
Number of dependents 100
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] 30
Adjust gross income (AGI) [5] $30,194,000
Number of returns with total income 100
Salaries and wages amount $30,453,000
Number of returns with salaries and wages 90
Salaries and wages amount $20,373
Number of returns with taxable interest 50
Taxable interest amount $29
Number of returns with ordinary dividends 40
Ordinary dividends amount $983,000
Number of returns with qualified dividends 40
Qualified dividends amount [6] $867
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $70
Number of returns with business or professional net income (less loss) 20
Business or professional net income (less loss) amount $375,000
Number of returns with net capital gain (less loss) 40
Net capital gain (less loss) amount $849,000
Number of returns with taxable individual retirement arrangements distributions 20
Taxable individual retirement arrangements distributions amount $953,000
Number of returns with taxable pensions and annuities 30
Taxable pensions and annuities amount $1,773,000
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 0
Taxable Social Security benefits amount $0
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $3,061,000
Number of returns with total statutory adjustments 30
Total statutory adjustments amount $259,000
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 90
Total itemized deductions amount $3,355,000
Amount of AGI for itemized returns $28,254,000
Number of returns with State and local income taxes 90
State and local income taxes amount $1,305,000
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 80
Real estate taxes amount $377,000
Number of returns with taxes paid 90
Taxes paid amount $1,705,000
Number of returns with mortgage interest paid 70
Mortgage interest paid amount $552,000
Number of returns with contributions 80
Contributions amount $665,000
Number of returns with taxable income 100
Taxable income amount $25,825,000
Number of returns with income tax before credits 100
Income tax before credits amount $6,427,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $115,000
Number of returns with total tax credits 30
Total tax credits amount $21,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 0
Self-employment tax amount $0
Number of returns with total tax payments 100
Total tax payments amount $5,833,000
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 100
Income tax amount [10] $6,193,000
Number of returns with tax liability 100
Total tax liability amount [11] $6,434,000
Number of returns with net investment income tax 40
Net investment income tax $36,000
Number of returns with tax due at time of filing 60
Tax due at time of filing amount [12] $935,000
Number of returns with overpayments refunded 30
Overpayments refunded amount [13] $216,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

[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.