ZIP Code 45056 2017 Income Tax Stats

Individual Income by ZIP Code -- Tax Statistics: 2017

ZIP Code 45056 Data

Zip Code:45056
City:Oxford
State:OH [Ohio]
Counties: BUTLER, OH
City Alias(es):Oxford
Area Code:513
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]

45056 Income Tax Overview

Total Number of Tax Returns for ZIP Code 45056 [1] 7,200
Total Number of Single Tax Returns for ZIP Code 45056 2,460
Total Number of Joint Tax Returns for ZIP Code 45056 2,700
Total Number of Dependents for ZIP Code 45056 3,390
Total Adjusted Gross Income for ZIP Code 45056 472,325
Average Income per Person for ZIP Code 45056 $17

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


Adjusted Gross Income: 1 under $25,000

Number of returns 2,450
Number of single returns 1,990
Number of joint returns 190
Number of head of household returns 210
Number of returns with paid preparer's signature 850
Number of exemptions 2,450
Number of dependents 500
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 380
Number of elderly returns [4] 410
Adjust gross income (AGI) [5] $29,601,000
Number of returns with total income 2,450
Salaries and wages amount $30,206,000
Number of returns with salaries and wages 2,020
Salaries and wages amount $23,759
Number of returns with taxable interest 310
Taxable interest amount $175
Number of returns with ordinary dividends 260
Ordinary dividends amount $433,000
Number of returns with qualified dividends 240
Qualified dividends amount [6] $315
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $8
Number of returns with business or professional net income (less loss) 240
Business or professional net income (less loss) amount $1,823,000
Number of returns with net capital gain (less loss) 210
Net capital gain (less loss) amount $294,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $541,000
Number of returns with taxable pensions and annuities 300
Taxable pensions and annuities amount $3,069,000
Number of farm returns 30
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $76,000
Number of returns with taxable Social Security benefits 90
Taxable Social Security benefits amount $190,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $43,000
Number of returns with total statutory adjustments 400
Total statutory adjustments amount $605,000
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 $116,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $136,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $87,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 100
Total itemized deductions amount $1,876,000
Amount of AGI for itemized returns $1,439,000
Number of returns with State and local income taxes 30
State and local income taxes amount $39,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $28,000
Number of returns with real estate taxes 70
Real estate taxes amount $170,000
Number of returns with taxes paid 100
Taxes paid amount $245,000
Number of returns with mortgage interest paid 50
Mortgage interest paid amount $289,000
Number of returns with contributions 60
Contributions amount $130,000
Number of returns with taxable income 1,240
Taxable income amount $8,200,000
Number of returns with income tax before credits 1,210
Income tax before credits amount $859,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 290
Total tax credits amount $101,000
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 140
Nonrefundable education credit amount $64,000
Number of returns with retirement savings contribution credit 90
Retirement savings contribution credit amount $15,000
Number of returns with child tax credit 50
Child tax credit amount $19,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 230
Self-employment tax amount $318,000
Number of returns with total tax payments 2,240
Total tax payments amount $3,760,000
Number of returns with earned income credit 500
Earned income credit amount [8] $1,069,000
Number of returns with excess earned income credit 420
Excess earned income credit (refundable) amount [9] $949,000
Number of returns with additional child tax credit 240
Additional child tax credit amount $262,000
Number of returns with refundable education credit 150
Refundable education credit amount $127,000
Number of returns with income tax 1,060
Income tax amount [10] $758,000
Number of returns with tax liability 1,250
Total tax liability amount [11] $1,108,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 200
Tax due at time of filing amount [12] $193,000
Number of returns with overpayments refunded 2,090
Overpayments refunded amount [13] $2,812,000
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 1,500
Number of single returns 780
Number of joint returns 360
Number of head of household returns 190
Number of returns with paid preparer's signature 740
Number of exemptions 2,480
Number of dependents 630
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 200
Number of elderly returns [4] 430
Adjust gross income (AGI) [5] $54,731,000
Number of returns with total income 1,500
Salaries and wages amount $55,517,000
Number of returns with salaries and wages 1,190
Salaries and wages amount $40,143
Number of returns with taxable interest 340
Taxable interest amount $269
Number of returns with ordinary dividends 240
Ordinary dividends amount $611,000
Number of returns with qualified dividends 220
Qualified dividends amount [6] $421
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $62
Number of returns with business or professional net income (less loss) 190
Business or professional net income (less loss) amount $1,617,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $490,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $1,377,000
Number of returns with taxable pensions and annuities 370
Taxable pensions and annuities amount $8,489,000
Number of farm returns 20
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $195,000
Number of returns with taxable Social Security benefits 270
Taxable Social Security benefits amount $1,674,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $459,000
Number of returns with total statutory adjustments 400
Total statutory adjustments amount $786,000
Number of returns with educator expenses 30
Educator expenses amount $6,000
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 $188,000
Number of returns with IRA payments 40
IRA payments amount $142,000
Number of returns with student loan interest deduction 210
Student loan interest deduction amount $241,000
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 220
Total itemized deductions amount $3,391,000
Amount of AGI for itemized returns $8,597,000
Number of returns with State and local income taxes 170
State and local income taxes amount $311,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $40,000
Number of returns with real estate taxes 170
Real estate taxes amount $395,000
Number of returns with taxes paid 210
Taxes paid amount $753,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $749,000
Number of returns with contributions 140
Contributions amount $413,000
Number of returns with taxable income 1,470
Taxable income amount $30,523,000
Number of returns with income tax before credits 1,460
Income tax before credits amount $3,755,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 530
Total tax credits amount $385,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $16,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $83,000
Number of returns with retirement savings contribution credit 160
Retirement savings contribution credit amount $24,000
Number of returns with child tax credit 270
Child tax credit amount $246,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 160
Self-employment tax amount $366,000
Number of returns with total tax payments 1,470
Total tax payments amount $6,218,000
Number of returns with earned income credit 230
Earned income credit amount [8] $472,000
Number of returns with excess earned income credit 170
Excess earned income credit (refundable) amount [9] $351,000
Number of returns with additional child tax credit 160
Additional child tax credit amount $221,000
Number of returns with refundable education credit 40
Refundable education credit amount $31,000
Number of returns with income tax 1,290
Income tax amount [10] $3,370,000
Number of returns with tax liability 1,340
Total tax liability amount [11] $3,795,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 230
Tax due at time of filing amount [12] $280,000
Number of returns with overpayments refunded 1,240
Overpayments refunded amount [13] $2,623,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $67,000

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

Number of returns 1,060
Number of single returns 390
Number of joint returns 470
Number of head of household returns 80
Number of returns with paid preparer's signature 610
Number of exemptions 2,100
Number of dependents 570
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] 110
Number of elderly returns [4] 380
Adjust gross income (AGI) [5] $65,274,000
Number of returns with total income 1,060
Salaries and wages amount $66,175,000
Number of returns with salaries and wages 830
Salaries and wages amount $45,293
Number of returns with taxable interest 360
Taxable interest amount $374
Number of returns with ordinary dividends 280
Ordinary dividends amount $1,140,000
Number of returns with qualified dividends 260
Qualified dividends amount [6] $787
Number of returns with state and local income tax refunds 260
State and local income tax refunds amount $147
Number of returns with business or professional net income (less loss) 190
Business or professional net income (less loss) amount $2,122,000
Number of returns with net capital gain (less loss) 230
Net capital gain (less loss) amount $775,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $1,598,000
Number of returns with taxable pensions and annuities 330
Taxable pensions and annuities amount $10,824,000
Number of farm returns 30
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $2,802,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $153,000
Number of returns with total statutory adjustments 350
Total statutory adjustments amount $901,000
Number of returns with educator expenses 50
Educator expenses amount $11,000
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 $96,000
Number of returns with IRA payments 30
IRA payments amount $186,000
Number of returns with student loan interest deduction 140
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 400
Total itemized deductions amount $6,121,000
Amount of AGI for itemized returns $25,220,000
Number of returns with State and local income taxes 370
State and local income taxes amount $1,318,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $66,000
Number of returns with real estate taxes 340
Real estate taxes amount $807,000
Number of returns with taxes paid 400
Taxes paid amount $2,187,000
Number of returns with mortgage interest paid 290
Mortgage interest paid amount $1,523,000
Number of returns with contributions 270
Contributions amount $832,000
Number of returns with taxable income 1,050
Taxable income amount $44,004,000
Number of returns with income tax before credits 1,040
Income tax before credits amount $6,195,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 400
Total tax credits amount $514,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $18,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $63,000
Number of returns with retirement savings contribution credit 60
Retirement savings contribution credit amount $10,000
Number of returns with child tax credit 250
Child tax credit amount $379,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $14,000
Number of returns with self-employment tax 160
Self-employment tax amount $402,000
Number of returns with total tax payments 1,040
Total tax payments amount $7,591,000
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 $62,000
Number of returns with refundable education credit 30
Refundable education credit amount $26,000
Number of returns with income tax 1,000
Income tax amount [10] $5,681,000
Number of returns with tax liability 1,020
Total tax liability amount [11] $6,139,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 270
Tax due at time of filing amount [12] $558,000
Number of returns with overpayments refunded 760
Overpayments refunded amount [13] $1,913,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $85,000

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

Number of returns 710
Number of single returns 160
Number of joint returns 450
Number of head of household returns 30
Number of returns with paid preparer's signature 420
Number of exemptions 1,630
Number of dependents 480
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] 50
Number of elderly returns [4] 290
Adjust gross income (AGI) [5] $61,478,000
Number of returns with total income 710
Salaries and wages amount $62,243,000
Number of returns with salaries and wages 550
Salaries and wages amount $39,979
Number of returns with taxable interest 350
Taxable interest amount $359
Number of returns with ordinary dividends 270
Ordinary dividends amount $1,369,000
Number of returns with qualified dividends 250
Qualified dividends amount [6] $1,084
Number of returns with state and local income tax refunds 260
State and local income tax refunds amount $177
Number of returns with business or professional net income (less loss) 140
Business or professional net income (less loss) amount $1,890,000
Number of returns with net capital gain (less loss) 200
Net capital gain (less loss) amount $1,202,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $2,231,000
Number of returns with taxable pensions and annuities 270
Taxable pensions and annuities amount $11,174,000
Number of farm returns 20
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $219,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $2,837,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $579,000
Number of returns with total statutory adjustments 240
Total statutory adjustments amount $765,000
Number of returns with educator expenses 30
Educator expenses amount $9,000
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 $170,000
Number of returns with IRA payments 30
IRA payments amount $197,000
Number of returns with student loan interest deduction 90
Student loan interest deduction amount $117,000
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 360
Total itemized deductions amount $6,463,000
Amount of AGI for itemized returns $31,292,000
Number of returns with State and local income taxes 340
State and local income taxes amount $1,540,000
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 310
Real estate taxes amount $792,000
Number of returns with taxes paid 360
Taxes paid amount $2,418,000
Number of returns with mortgage interest paid 280
Mortgage interest paid amount $1,544,000
Number of returns with contributions 270
Contributions amount $1,001,000
Number of returns with taxable income 710
Taxable income amount $44,225,000
Number of returns with income tax before credits 700
Income tax before credits amount $6,587,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 320
Total tax credits amount $479,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $25,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $80,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 200
Child tax credit amount $338,000
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 $357,000
Number of returns with total tax payments 700
Total tax payments amount $7,443,000
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 40
Refundable education credit amount $37,000
Number of returns with income tax 700
Income tax amount [10] $6,108,000
Number of returns with tax liability 700
Total tax liability amount [11] $6,483,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 210
Tax due at time of filing amount [12] $601,000
Number of returns with overpayments refunded 470
Overpayments refunded amount [13] $1,436,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $108,000

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

Number of returns 1,170
Number of single returns 150
Number of joint returns 960
Number of head of household returns 30
Number of returns with paid preparer's signature 650
Number of exemptions 3,090
Number of dependents 960
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] 40
Number of elderly returns [4] 530
Adjust gross income (AGI) [5] $158,255,000
Number of returns with total income 1,170
Salaries and wages amount $160,000,000
Number of returns with salaries and wages 900
Salaries and wages amount $95,202
Number of returns with taxable interest 680
Taxable interest amount $1,150
Number of returns with ordinary dividends 620
Ordinary dividends amount $4,680,000
Number of returns with qualified dividends 590
Qualified dividends amount [6] $3,755
Number of returns with state and local income tax refunds 650
State and local income tax refunds amount $579
Number of returns with business or professional net income (less loss) 250
Business or professional net income (less loss) amount $4,677,000
Number of returns with net capital gain (less loss) 510
Net capital gain (less loss) amount $4,654,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $7,154,000
Number of returns with taxable pensions and annuities 490
Taxable pensions and annuities amount $32,399,000
Number of farm returns 40
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 330
Taxable Social Security benefits amount $5,213,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $2,848,000
Number of returns with total statutory adjustments 450
Total statutory adjustments amount $1,745,000
Number of returns with educator expenses 90
Educator expenses amount $24,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $996,000
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $254,000
Number of returns with IRA payments 40
IRA payments amount $206,000
Number of returns with student loan interest deduction 140
Student loan interest deduction amount $195,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $38,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 870
Total itemized deductions amount $19,976,000
Amount of AGI for itemized returns $120,387,000
Number of returns with State and local income taxes 840
State and local income taxes amount $6,242,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $61,000
Number of returns with real estate taxes 800
Real estate taxes amount $2,707,000
Number of returns with taxes paid 870
Taxes paid amount $9,111,000
Number of returns with mortgage interest paid 670
Mortgage interest paid amount $4,200,000
Number of returns with contributions 750
Contributions amount $3,943,000
Number of returns with taxable income 1,170
Taxable income amount $121,854,000
Number of returns with income tax before credits 1,170
Income tax before credits amount $20,805,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $55,000
Number of returns with total tax credits 590
Total tax credits amount $642,000
Number of returns with foreign tax credit 250
Foreign tax credit amount $48,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $58,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $146,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 240
Child tax credit amount $343,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $35,000
Number of returns with self-employment tax 220
Self-employment tax amount $777,000
Number of returns with total tax payments 1,170
Total tax payments amount $22,120,000
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 90
Refundable education credit amount $88,000
Number of returns with income tax 1,160
Income tax amount [10] $20,163,000
Number of returns with tax liability 1,170
Total tax liability amount [11] $21,039,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 460
Tax due at time of filing amount [12] $1,849,000
Number of returns with overpayments refunded 650
Overpayments refunded amount [13] $2,588,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $331,000

Adjusted Gross Income: $200,000 or more

Number of returns 310
Number of single returns 30
Number of joint returns 270
Number of head of household returns 0
Number of returns with paid preparer's signature 220
Number of exemptions 830
Number of dependents 250
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] 170
Adjust gross income (AGI) [5] $102,986,000
Number of returns with total income 310
Salaries and wages amount $105,077,000
Number of returns with salaries and wages 210
Salaries and wages amount $42,101
Number of returns with taxable interest 250
Taxable interest amount $684
Number of returns with ordinary dividends 220
Ordinary dividends amount $6,282,000
Number of returns with qualified dividends 220
Qualified dividends amount [6] $5,012
Number of returns with state and local income tax refunds 200
State and local income tax refunds amount $582
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $6,259,000
Number of returns with net capital gain (less loss) 210
Net capital gain (less loss) amount $12,083,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $3,382,000
Number of returns with taxable pensions and annuities 140
Taxable pensions and annuities amount $13,474,000
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 100
Taxable Social Security benefits amount $1,937,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $16,093,000
Number of returns with total statutory adjustments 120
Total statutory adjustments amount $2,091,000
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 40
Self-employment health insurance deduction amount $454,000
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 290
Total itemized deductions amount $12,527,000
Amount of AGI for itemized returns $96,617,000
Number of returns with State and local income taxes 290
State and local income taxes amount $5,287,000
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 270
Real estate taxes amount $1,379,000
Number of returns with taxes paid 290
Taxes paid amount $6,707,000
Number of returns with mortgage interest paid 170
Mortgage interest paid amount $1,483,000
Number of returns with contributions 270
Contributions amount $3,356,000
Number of returns with taxable income 310
Taxable income amount $87,512,000
Number of returns with income tax before credits 310
Income tax before credits amount $21,091,000
Number of returns with alternative minimum tax 150
Alternative minimum tax amount $705,000
Number of returns with total tax credits 150
Total tax credits amount $100,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $46,000
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 90
Self-employment tax amount $569,000
Number of returns with total tax payments 310
Total tax payments amount $21,831,000
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 310
Income tax amount [10] $20,924,000
Number of returns with tax liability 310
Total tax liability amount [11] $21,991,000
Number of returns with net investment income tax 170
Net investment income tax $378,000
Number of returns with tax due at time of filing 150
Tax due at time of filing amount [12] $2,867,000
Number of returns with overpayments refunded 110
Overpayments refunded amount [13] $1,569,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $1,111,000

[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.