ZIP Code 45065 2017 Income Tax Stats

Individual Income by ZIP Code -- Tax Statistics: 2017

ZIP Code 45065 Data

Zip Code:45065
City:South Lebanon
State:OH [Ohio]
Counties: WARREN, OH
City Alias(es):South Lebanon
Area Code:513
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]

45065 Income Tax Overview

Total Number of Tax Returns for ZIP Code 45065 [1] 2,690
Total Number of Single Tax Returns for ZIP Code 45065 820
Total Number of Joint Tax Returns for ZIP Code 45065 970
Total Number of Dependents for ZIP Code 45065 1,810
Total Adjusted Gross Income for ZIP Code 45065 198,436
Average Income per Person for ZIP Code 45065 $45

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


Adjusted Gross Income: 1 under $25,000

Number of returns 880
Number of single returns 650
Number of joint returns 70
Number of head of household returns 140
Number of returns with paid preparer's signature 300
Number of exemptions 1,020
Number of dependents 300
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] 170
Number of elderly returns [4] 150
Adjust gross income (AGI) [5] $10,687,000
Number of returns with total income 880
Salaries and wages amount $10,791,000
Number of returns with salaries and wages 740
Salaries and wages amount $8,648
Number of returns with taxable interest 80
Taxable interest amount $47
Number of returns with ordinary dividends 50
Ordinary dividends amount $62,000
Number of returns with qualified dividends 40
Qualified dividends amount [6] $26
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $669,000
Number of returns with net capital gain (less loss) 40
Net capital gain (less loss) amount $1,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $277,000
Number of returns with taxable pensions and annuities 100
Taxable pensions and annuities amount $815,000
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 40
Taxable Social Security benefits amount $92,000
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 120
Total statutory adjustments amount $104,000
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 30
Student loan interest deduction amount $18,000
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 20
Total itemized deductions amount $298,000
Amount of AGI for itemized returns $435,000
Number of returns with State and local income taxes 0
State and local income taxes amount $0
Number of returns with State and local general sales tax 20
State and local general sales tax amount $16,000
Number of returns with real estate taxes 0
Real estate taxes amount $0
Number of returns with taxes paid 20
Taxes paid amount $85,000
Number of returns with mortgage interest paid 0
Mortgage interest paid amount $0
Number of returns with contributions 0
Contributions amount $0
Number of returns with taxable income 420
Taxable income amount $2,572,000
Number of returns with income tax before credits 410
Income tax before credits amount $271,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 110
Total tax credits amount $33,000
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 30
Nonrefundable education credit amount $15,000
Number of returns with retirement savings contribution credit 40
Retirement savings contribution credit amount $6,000
Number of returns with child tax credit 30
Child tax credit amount $9,000
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 $105,000
Number of returns with total tax payments 820
Total tax payments amount $1,669,000
Number of returns with earned income credit 250
Earned income credit amount [8] $648,000
Number of returns with excess earned income credit 230
Excess earned income credit (refundable) amount [9] $576,000
Number of returns with additional child tax credit 150
Additional child tax credit amount $183,000
Number of returns with refundable education credit 30
Refundable education credit amount $28,000
Number of returns with income tax 350
Income tax amount [10] $238,000
Number of returns with tax liability 430
Total tax liability amount [11] $355,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 60
Tax due at time of filing amount [12] $38,000
Number of returns with overpayments refunded 780
Overpayments refunded amount [13] $1,346,000
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 640
Number of single returns 330
Number of joint returns 140
Number of head of household returns 130
Number of returns with paid preparer's signature 230
Number of exemptions 1,140
Number of dependents 380
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] 160
Number of elderly returns [4] 100
Adjust gross income (AGI) [5] $22,871,000
Number of returns with total income 640
Salaries and wages amount $23,056,000
Number of returns with salaries and wages 590
Salaries and wages amount $20,274
Number of returns with taxable interest 60
Taxable interest amount $25
Number of returns with ordinary dividends 40
Ordinary dividends amount $63,000
Number of returns with qualified dividends 40
Qualified dividends amount [6] $45
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $14
Number of returns with business or professional net income (less loss) 60
Business or professional net income (less loss) amount $587,000
Number of returns with net capital gain (less loss) 40
Net capital gain (less loss) amount $99,000
Number of returns with taxable individual retirement arrangements distributions 30
Taxable individual retirement arrangements distributions amount $224,000
Number of returns with taxable pensions and annuities 80
Taxable pensions and annuities amount $1,162,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $209,000
Number of returns with taxable Social Security benefits 70
Taxable Social Security benefits amount $367,000
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 140
Total statutory adjustments amount $185,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
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 20
IRA payments amount $62,000
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $63,000
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 70
Total itemized deductions amount $1,392,000
Amount of AGI for itemized returns $2,913,000
Number of returns with State and local income taxes 70
State and local income taxes amount $95,000
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 $273,000
Number of returns with taxes paid 70
Taxes paid amount $450,000
Number of returns with mortgage interest paid 70
Mortgage interest paid amount $368,000
Number of returns with contributions 70
Contributions amount $169,000
Number of returns with taxable income 610
Taxable income amount $12,446,000
Number of returns with income tax before credits 610
Income tax before credits amount $1,557,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 250
Total tax credits amount $200,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $13,000
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $33,000
Number of returns with retirement savings contribution credit 110
Retirement savings contribution credit amount $17,000
Number of returns with child tax credit 140
Child tax credit amount $136,000
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 $96,000
Number of returns with total tax payments 630
Total tax payments amount $2,822,000
Number of returns with earned income credit 150
Earned income credit amount [8] $340,000
Number of returns with excess earned income credit 110
Excess earned income credit (refundable) amount [9] $285,000
Number of returns with additional child tax credit 120
Additional child tax credit amount $170,000
Number of returns with refundable education credit 40
Refundable education credit amount $31,000
Number of returns with income tax 520
Income tax amount [10] $1,357,000
Number of returns with tax liability 550
Total tax liability amount [11] $1,487,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 70
Tax due at time of filing amount [12] $97,000
Number of returns with overpayments refunded 560
Overpayments refunded amount [13] $1,424,000
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 350
Number of single returns 130
Number of joint returns 130
Number of head of household returns 70
Number of returns with paid preparer's signature 150
Number of exemptions 740
Number of dependents 260
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] 60
Number of elderly returns [4] 80
Adjust gross income (AGI) [5] $21,414,000
Number of returns with total income 350
Salaries and wages amount $21,621,000
Number of returns with salaries and wages 310
Salaries and wages amount $17,236
Number of returns with taxable interest 80
Taxable interest amount $62
Number of returns with ordinary dividends 50
Ordinary dividends amount $103,000
Number of returns with qualified dividends 50
Qualified dividends amount [6] $65
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $32
Number of returns with business or professional net income (less loss) 50
Business or professional net income (less loss) amount $849,000
Number of returns with net capital gain (less loss) 50
Net capital gain (less loss) amount $178,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $531,000
Number of returns with taxable pensions and annuities 80
Taxable pensions and annuities amount $1,574,000
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 $902,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $226,000
Number of returns with total statutory adjustments 110
Total statutory adjustments amount $207,000
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 60
Student loan interest deduction amount $62,000
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 130
Total itemized deductions amount $1,992,000
Amount of AGI for itemized returns $7,938,000
Number of returns with State and local income taxes 110
State and local income taxes amount $272,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $42,000
Number of returns with real estate taxes 100
Real estate taxes amount $342,000
Number of returns with taxes paid 130
Taxes paid amount $653,000
Number of returns with mortgage interest paid 90
Mortgage interest paid amount $566,000
Number of returns with contributions 80
Contributions amount $258,000
Number of returns with taxable income 350
Taxable income amount $14,258,000
Number of returns with income tax before credits 350
Income tax before credits amount $2,049,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 140
Total tax credits amount $224,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $13,000
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $44,000
Number of returns with retirement savings contribution credit 30
Retirement savings contribution credit amount $4,000
Number of returns with child tax credit 110
Child tax credit amount $176,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 40
Self-employment tax amount $120,000
Number of returns with total tax payments 350
Total tax payments amount $2,490,000
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 340
Income tax amount [10] $1,825,000
Number of returns with tax liability 340
Total tax liability amount [11] $1,965,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 90
Tax due at time of filing amount [12] $238,000
Number of returns with overpayments refunded 260
Overpayments refunded amount [13] $754,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 250
Number of single returns 50
Number of joint returns 160
Number of head of household returns 0
Number of returns with paid preparer's signature 120
Number of exemptions 580
Number of dependents 180
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] 60
Adjust gross income (AGI) [5] $21,409,000
Number of returns with total income 250
Salaries and wages amount $21,561,000
Number of returns with salaries and wages 220
Salaries and wages amount $17,411
Number of returns with taxable interest 70
Taxable interest amount $22
Number of returns with ordinary dividends 50
Ordinary dividends amount $123,000
Number of returns with qualified dividends 50
Qualified dividends amount [6] $97
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $62
Number of returns with business or professional net income (less loss) 40
Business or professional net income (less loss) amount $530,000
Number of returns with net capital gain (less loss) 50
Net capital gain (less loss) amount $195,000
Number of returns with taxable individual retirement arrangements distributions 30
Taxable individual retirement arrangements distributions amount $752,000
Number of returns with taxable pensions and annuities 50
Taxable pensions and annuities amount $1,184,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $82,000
Number of returns with taxable Social Security benefits 40
Taxable Social Security benefits amount $821,000
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 80
Total statutory adjustments amount $152,000
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 $42,000
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 130
Total itemized deductions amount $2,580,000
Amount of AGI for itemized returns $11,125,000
Number of returns with State and local income taxes 120
State and local income taxes amount $536,000
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 110
Real estate taxes amount $532,000
Number of returns with taxes paid 130
Taxes paid amount $1,084,000
Number of returns with mortgage interest paid 110
Mortgage interest paid amount $682,000
Number of returns with contributions 100
Contributions amount $355,000
Number of returns with taxable income 240
Taxable income amount $15,339,000
Number of returns with income tax before credits 240
Income tax before credits amount $2,317,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 100
Total tax credits amount $172,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $11,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 80
Child tax credit amount $134,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 30
Self-employment tax amount $88,000
Number of returns with total tax payments 240
Total tax payments amount $2,646,000
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 240
Income tax amount [10] $2,145,000
Number of returns with tax liability 240
Total tax liability amount [11] $2,253,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 60
Tax due at time of filing amount [12] $192,000
Number of returns with overpayments refunded 180
Overpayments refunded amount [13] $539,000
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 400
Number of single returns 40
Number of joint returns 320
Number of head of household returns 30
Number of returns with paid preparer's signature 180
Number of exemptions 1,190
Number of dependents 470
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] 30
Number of elderly returns [4] 90
Adjust gross income (AGI) [5] $55,748,000
Number of returns with total income 400
Salaries and wages amount $56,350,000
Number of returns with salaries and wages 370
Salaries and wages amount $45,644
Number of returns with taxable interest 180
Taxable interest amount $149
Number of returns with ordinary dividends 140
Ordinary dividends amount $571,000
Number of returns with qualified dividends 130
Qualified dividends amount [6] $457
Number of returns with state and local income tax refunds 200
State and local income tax refunds amount $140
Number of returns with business or professional net income (less loss) 80
Business or professional net income (less loss) amount $1,648,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $826,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $2,417,000
Number of returns with taxable pensions and annuities 110
Taxable pensions and annuities amount $3,431,000
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 70
Taxable Social Security benefits amount $1,562,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $449,000
Number of returns with total statutory adjustments 160
Total statutory adjustments amount $602,000
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 40
Self-employment health insurance deduction amount $233,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $78,000
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 330
Total itemized deductions amount $7,762,000
Amount of AGI for itemized returns $47,232,000
Number of returns with State and local income taxes 330
State and local income taxes amount $2,145,000
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 $1,742,000
Number of returns with taxes paid 330
Taxes paid amount $3,934,000
Number of returns with mortgage interest paid 300
Mortgage interest paid amount $2,325,000
Number of returns with contributions 280
Contributions amount $1,106,000
Number of returns with taxable income 400
Taxable income amount $42,293,000
Number of returns with income tax before credits 400
Income tax before credits amount $7,513,000
Number of returns with alternative minimum tax 20
Alternative minimum tax amount $45,000
Number of returns with total tax credits 200
Total tax credits amount $285,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $25,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $57,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 110
Child tax credit amount $168,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 70
Self-employment tax amount $258,000
Number of returns with total tax payments 400
Total tax payments amount $7,995,000
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 30
Refundable education credit amount $35,000
Number of returns with income tax 400
Income tax amount [10] $7,227,000
Number of returns with tax liability 400
Total tax liability amount [11] $7,581,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 160
Tax due at time of filing amount [12] $723,000
Number of returns with overpayments refunded 240
Overpayments refunded amount [13] $1,120,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $571,000

Adjusted Gross Income: $200,000 or more

Number of returns 170
Number of single returns 0
Number of joint returns 150
Number of head of household returns 0
Number of returns with paid preparer's signature 110
Number of exemptions 540
Number of dependents 220
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] $66,307,000
Number of returns with total income 170
Salaries and wages amount $67,122,000
Number of returns with salaries and wages 160
Salaries and wages amount $46,299
Number of returns with taxable interest 120
Taxable interest amount $167
Number of returns with ordinary dividends 120
Ordinary dividends amount $1,728,000
Number of returns with qualified dividends 120
Qualified dividends amount [6] $1,488
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $230
Number of returns with business or professional net income (less loss) 30
Business or professional net income (less loss) amount $2,732,000
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $3,059,000
Number of returns with taxable individual retirement arrangements distributions 0
Taxable individual retirement arrangements distributions amount $0
Number of returns with taxable pensions and annuities 30
Taxable pensions and annuities amount $1,408,000
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) 40
Partnership/S-corp net income (less loss) amount $5,292,000
Number of returns with total statutory adjustments 50
Total statutory adjustments amount $815,000
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 170
Total itemized deductions amount $8,747,000
Amount of AGI for itemized returns $65,606,000
Number of returns with State and local income taxes 160
State and local income taxes amount $3,438,000
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 160
Real estate taxes amount $1,647,000
Number of returns with taxes paid 170
Taxes paid amount $5,117,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $1,586,000
Number of returns with contributions 150
Contributions amount $1,788,000
Number of returns with taxable income 170
Taxable income amount $56,098,000
Number of returns with income tax before credits 170
Income tax before credits amount $14,444,000
Number of returns with alternative minimum tax 100
Alternative minimum tax amount $578,000
Number of returns with total tax credits 80
Total tax credits amount $50,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $16,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $14,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 30
Self-employment tax amount $287,000
Number of returns with total tax payments 170
Total tax payments amount $14,235,000
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 170
Income tax amount [10] $13,816,000
Number of returns with tax liability 170
Total tax liability amount [11] $14,467,000
Number of returns with net investment income tax 110
Net investment income tax $176,000
Number of returns with tax due at time of filing 80
Tax due at time of filing amount [12] $1,450,000
Number of returns with overpayments refunded 70
Overpayments refunded amount [13] $666,000
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.