ZIP Code 45066 2017 Income Tax Stats

Individual Income by ZIP Code -- Tax Statistics: 2017

ZIP Code 45066 Data

Zip Code:45066
City:Springboro
State:OH [Ohio]
Counties: WARREN, OH
City Alias(es):Springboro
Area Code:937
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]

45066 Income Tax Overview

Total Number of Tax Returns for ZIP Code 45066 [1] 12,470
Total Number of Single Tax Returns for ZIP Code 45066 4,920
Total Number of Joint Tax Returns for ZIP Code 45066 6,010
Total Number of Dependents for ZIP Code 45066 8,770
Total Adjusted Gross Income for ZIP Code 45066 1,276,426
Average Income per Person for ZIP Code 45066 $54

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


Adjusted Gross Income: 1 under $25,000

Number of returns 3,110
Number of single returns 2,590
Number of joint returns 280
Number of head of household returns 190
Number of returns with paid preparer's signature 1,100
Number of exemptions 2,350
Number of dependents 490
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 70
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 220
Number of elderly returns [4] 530
Adjust gross income (AGI) [5] $31,076,000
Number of returns with total income 3,110
Salaries and wages amount $31,668,000
Number of returns with salaries and wages 2,500
Salaries and wages amount $22,778
Number of returns with taxable interest 590
Taxable interest amount $277
Number of returns with ordinary dividends 370
Ordinary dividends amount $516,000
Number of returns with qualified dividends 350
Qualified dividends amount [6] $326
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $40
Number of returns with business or professional net income (less loss) 310
Business or professional net income (less loss) amount $2,118,000
Number of returns with net capital gain (less loss) 340
Net capital gain (less loss) amount $362,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $1,510,000
Number of returns with taxable pensions and annuities 400
Taxable pensions and annuities amount $3,860,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $83,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $339,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount ($121,000)
Number of returns with total statutory adjustments 430
Total statutory adjustments amount $592,000
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 $79,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $110,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $133,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 180
Total itemized deductions amount $3,186,000
Amount of AGI for itemized returns $2,627,000
Number of returns with State and local income taxes 60
State and local income taxes amount $94,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $78,000
Number of returns with real estate taxes 140
Real estate taxes amount $473,000
Number of returns with taxes paid 170
Taxes paid amount $657,000
Number of returns with mortgage interest paid 110
Mortgage interest paid amount $589,000
Number of returns with contributions 130
Contributions amount $266,000
Number of returns with taxable income 1,350
Taxable income amount $7,330,000
Number of returns with income tax before credits 1,300
Income tax before credits amount $771,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 270
Total tax credits amount $93,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $56,000
Number of returns with retirement savings contribution credit 100
Retirement savings contribution credit amount $18,000
Number of returns with child tax credit 40
Child tax credit amount $12,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 290
Self-employment tax amount $361,000
Number of returns with total tax payments 2,780
Total tax payments amount $3,767,000
Number of returns with earned income credit 460
Earned income credit amount [8] $1,049,000
Number of returns with excess earned income credit 380
Excess earned income credit (refundable) amount [9] $874,000
Number of returns with additional child tax credit 220
Additional child tax credit amount $275,000
Number of returns with refundable education credit 110
Refundable education credit amount $89,000
Number of returns with income tax 1,150
Income tax amount [10] $679,000
Number of returns with tax liability 1,380
Total tax liability amount [11] $1,077,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 280
Tax due at time of filing amount [12] $246,000
Number of returns with overpayments refunded 2,600
Overpayments refunded amount [13] $2,902,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $55,000

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

Number of returns 1,720
Number of single returns 870
Number of joint returns 440
Number of head of household returns 230
Number of returns with paid preparer's signature 810
Number of exemptions 2,870
Number of dependents 760
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] 220
Number of elderly returns [4] 520
Adjust gross income (AGI) [5] $64,202,000
Number of returns with total income 1,720
Salaries and wages amount $65,177,000
Number of returns with salaries and wages 1,300
Salaries and wages amount $44,890
Number of returns with taxable interest 500
Taxable interest amount $291
Number of returns with ordinary dividends 340
Ordinary dividends amount $796,000
Number of returns with qualified dividends 320
Qualified dividends amount [6] $536
Number of returns with state and local income tax refunds 230
State and local income tax refunds amount $88
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $2,432,000
Number of returns with net capital gain (less loss) 290
Net capital gain (less loss) amount $693,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $3,143,000
Number of returns with taxable pensions and annuities 470
Taxable pensions and annuities amount $8,586,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $174,000
Number of returns with taxable Social Security benefits 430
Taxable Social Security benefits amount $3,317,000
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 440
Total statutory adjustments amount $975,000
Number of returns with educator expenses 40
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 40
Self-employment health insurance deduction amount $200,000
Number of returns with IRA payments 50
IRA payments amount $208,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $214,000
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 420
Total itemized deductions amount $6,455,000
Amount of AGI for itemized returns $16,744,000
Number of returns with State and local income taxes 300
State and local income taxes amount $579,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $92,000
Number of returns with real estate taxes 350
Real estate taxes amount $1,095,000
Number of returns with taxes paid 420
Taxes paid amount $1,779,000
Number of returns with mortgage interest paid 290
Mortgage interest paid amount $1,507,000
Number of returns with contributions 280
Contributions amount $761,000
Number of returns with taxable income 1,650
Taxable income amount $35,315,000
Number of returns with income tax before credits 1,640
Income tax before credits amount $4,359,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 620
Total tax credits amount $520,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $19,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $143,000
Number of returns with retirement savings contribution credit 210
Retirement savings contribution credit amount $41,000
Number of returns with child tax credit 290
Child tax credit amount $303,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 180
Self-employment tax amount $499,000
Number of returns with total tax payments 1,650
Total tax payments amount $6,994,000
Number of returns with earned income credit 260
Earned income credit amount [8] $496,000
Number of returns with excess earned income credit 190
Excess earned income credit (refundable) amount [9] $352,000
Number of returns with additional child tax credit 170
Additional child tax credit amount $236,000
Number of returns with refundable education credit 90
Refundable education credit amount $81,000
Number of returns with income tax 1,480
Income tax amount [10] $3,839,000
Number of returns with tax liability 1,540
Total tax liability amount [11] $4,415,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 330
Tax due at time of filing amount [12] $532,000
Number of returns with overpayments refunded 1,360
Overpayments refunded amount [13] $3,070,000
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 1,670
Number of single returns 530
Number of joint returns 620
Number of head of household returns 210
Number of returns with paid preparer's signature 910
Number of exemptions 3,370
Number of dependents 1,090
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] 160
Number of elderly returns [4] 530
Adjust gross income (AGI) [5] $103,578,000
Number of returns with total income 1,670
Salaries and wages amount $104,822,000
Number of returns with salaries and wages 1,350
Salaries and wages amount $74,211
Number of returns with taxable interest 620
Taxable interest amount $537
Number of returns with ordinary dividends 410
Ordinary dividends amount $1,103,000
Number of returns with qualified dividends 380
Qualified dividends amount [6] $741
Number of returns with state and local income tax refunds 510
State and local income tax refunds amount $221
Number of returns with business or professional net income (less loss) 240
Business or professional net income (less loss) amount $2,518,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $1,098,000
Number of returns with taxable individual retirement arrangements distributions 280
Taxable individual retirement arrangements distributions amount $4,416,000
Number of returns with taxable pensions and annuities 470
Taxable pensions and annuities amount $13,082,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $216,000
Number of returns with taxable Social Security benefits 390
Taxable Social Security benefits amount $5,934,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $797,000
Number of returns with total statutory adjustments 510
Total statutory adjustments amount $1,244,000
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 40
Self-employment health insurance deduction amount $173,000
Number of returns with IRA payments 40
IRA payments amount $193,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $291,000
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 790
Total itemized deductions amount $11,551,000
Amount of AGI for itemized returns $49,463,000
Number of returns with State and local income taxes 700
State and local income taxes amount $1,906,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $111,000
Number of returns with real estate taxes 650
Real estate taxes amount $2,172,000
Number of returns with taxes paid 790
Taxes paid amount $4,245,000
Number of returns with mortgage interest paid 590
Mortgage interest paid amount $3,464,000
Number of returns with contributions 540
Contributions amount $1,295,000
Number of returns with taxable income 1,660
Taxable income amount $69,429,000
Number of returns with income tax before credits 1,660
Income tax before credits amount $9,942,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 710
Total tax credits amount $993,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $35,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $145,000
Number of returns with retirement savings contribution credit 80
Retirement savings contribution credit amount $14,000
Number of returns with child tax credit 500
Child tax credit amount $758,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $13,000
Number of returns with self-employment tax 180
Self-employment tax amount $506,000
Number of returns with total tax payments 1,650
Total tax payments amount $12,127,000
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 80
Additional child tax credit amount $92,000
Number of returns with refundable education credit 80
Refundable education credit amount $79,000
Number of returns with income tax 1,590
Income tax amount [10] $8,949,000
Number of returns with tax liability 1,610
Total tax liability amount [11] $9,540,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 440
Tax due at time of filing amount [12] $931,000
Number of returns with overpayments refunded 1,210
Overpayments refunded amount [13] $3,427,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $78,000

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

Number of returns 1,490
Number of single returns 270
Number of joint returns 900
Number of head of household returns 110
Number of returns with paid preparer's signature 750
Number of exemptions 3,650
Number of dependents 1,270
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] 110
Number of elderly returns [4] 420
Adjust gross income (AGI) [5] $130,155,000
Number of returns with total income 1,490
Salaries and wages amount $131,877,000
Number of returns with salaries and wages 1,280
Salaries and wages amount $98,433
Number of returns with taxable interest 670
Taxable interest amount $465
Number of returns with ordinary dividends 460
Ordinary dividends amount $1,665,000
Number of returns with qualified dividends 430
Qualified dividends amount [6] $1,262
Number of returns with state and local income tax refunds 640
State and local income tax refunds amount $378
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $3,780,000
Number of returns with net capital gain (less loss) 400
Net capital gain (less loss) amount $1,880,000
Number of returns with taxable individual retirement arrangements distributions 250
Taxable individual retirement arrangements distributions amount $4,328,000
Number of returns with taxable pensions and annuities 420
Taxable pensions and annuities amount $13,312,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $149,000
Number of returns with taxable Social Security benefits 290
Taxable Social Security benefits amount $5,964,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $1,063,000
Number of returns with total statutory adjustments 550
Total statutory adjustments amount $1,722,000
Number of returns with educator expenses 80
Educator expenses amount $19,000
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 $229,000
Number of returns with IRA payments 40
IRA payments amount $198,000
Number of returns with student loan interest deduction 250
Student loan interest deduction amount $344,000
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 950
Total itemized deductions amount $16,153,000
Amount of AGI for itemized returns $82,942,000
Number of returns with State and local income taxes 880
State and local income taxes amount $3,478,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $85,000
Number of returns with real estate taxes 860
Real estate taxes amount $3,104,000
Number of returns with taxes paid 940
Taxes paid amount $6,723,000
Number of returns with mortgage interest paid 790
Mortgage interest paid amount $4,919,000
Number of returns with contributions 720
Contributions amount $2,085,000
Number of returns with taxable income 1,490
Taxable income amount $92,782,000
Number of returns with income tax before credits 1,480
Income tax before credits amount $14,084,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 740
Total tax credits amount $1,193,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $31,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $80,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $172,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 520
Child tax credit amount $870,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 220
Self-employment tax amount $703,000
Number of returns with total tax payments 1,470
Total tax payments amount $16,098,000
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 $79,000
Number of returns with income tax 1,470
Income tax amount [10] $12,891,000
Number of returns with tax liability 1,470
Total tax liability amount [11] $13,697,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 420
Tax due at time of filing amount [12] $1,215,000
Number of returns with overpayments refunded 1,030
Overpayments refunded amount [13] $3,467,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $121,000

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

Number of returns 3,180
Number of single returns 260
Number of joint returns 2,600
Number of head of household returns 110
Number of returns with paid preparer's signature 1,470
Number of exemptions 9,300
Number of dependents 3,520
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] 770
Adjust gross income (AGI) [5] $439,431,000
Number of returns with total income 3,180
Salaries and wages amount $445,083,000
Number of returns with salaries and wages 2,890
Salaries and wages amount $347,780
Number of returns with taxable interest 1,750
Taxable interest amount $1,820
Number of returns with ordinary dividends 1,320
Ordinary dividends amount $5,989,000
Number of returns with qualified dividends 1,250
Qualified dividends amount [6] $4,314
Number of returns with state and local income tax refunds 1,810
State and local income tax refunds amount $1,390
Number of returns with business or professional net income (less loss) 610
Business or professional net income (less loss) amount $11,150,000
Number of returns with net capital gain (less loss) 1,170
Net capital gain (less loss) amount $8,804,000
Number of returns with taxable individual retirement arrangements distributions 520
Taxable individual retirement arrangements distributions amount $13,135,000
Number of returns with taxable pensions and annuities 820
Taxable pensions and annuities amount $32,569,000
Number of farm returns 40
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $276,000
Number of returns with taxable Social Security benefits 490
Taxable Social Security benefits amount $11,098,000
Number of returns with partnership/S-corp net income (less loss) 310
Partnership/S-corp net income (less loss) amount $8,341,000
Number of returns with total statutory adjustments 1,300
Total statutory adjustments amount $5,652,000
Number of returns with educator expenses 200
Educator expenses amount $49,000
Number of returns with self-employment retirement plans 70
Self-employment retirement plans amount $893,000
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $967,000
Number of returns with IRA payments 120
IRA payments amount $756,000
Number of returns with student loan interest deduction 540
Student loan interest deduction amount $649,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $123,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $98,000
Number of returns with itemized deductions 2,680
Total itemized deductions amount $61,486,000
Amount of AGI for itemized returns $376,234,000
Number of returns with State and local income taxes 2,590
State and local income taxes amount $17,012,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $172,000
Number of returns with real estate taxes 2,560
Real estate taxes amount $11,307,000
Number of returns with taxes paid 2,680
Taxes paid amount $28,828,000
Number of returns with mortgage interest paid 2,390
Mortgage interest paid amount $17,348,000
Number of returns with contributions 2,260
Contributions amount $9,170,000
Number of returns with taxable income 3,180
Taxable income amount $333,971,000
Number of returns with income tax before credits 3,180
Income tax before credits amount $58,380,000
Number of returns with alternative minimum tax 150
Alternative minimum tax amount $258,000
Number of returns with total tax credits 1,600
Total tax credits amount $2,158,000
Number of returns with foreign tax credit 470
Foreign tax credit amount $45,000
Number of returns with child and dependent care credit 370
Child and dependent care credit amount $219,000
Number of returns with nonrefundable education credit 400
Nonrefundable education credit amount $574,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 720
Child tax credit amount $1,055,000
Number of returns with residential energy tax credit 80
Residential energy tax credit amount $35,000
Number of returns with self-employment tax 480
Self-employment tax amount $1,835,000
Number of returns with total tax payments 3,170
Total tax payments amount $62,319,000
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 350
Refundable education credit amount $348,000
Number of returns with income tax 3,170
Income tax amount [10] $56,222,000
Number of returns with tax liability 3,170
Total tax liability amount [11] $58,408,000
Number of returns with net investment income tax 60
Net investment income tax $18,000
Number of returns with tax due at time of filing 1,130
Tax due at time of filing amount [12] $4,556,000
Number of returns with overpayments refunded 1,950
Overpayments refunded amount [13] $7,868,000
Number of returns with credit to next year’s estimated tax 110
Credited to next year’s estimated tax amount $539,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,300
Number of single returns 80
Number of joint returns 1,170
Number of head of household returns 30
Number of returns with paid preparer's signature 880
Number of exemptions 4,100
Number of dependents 1,640
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] 310
Adjust gross income (AGI) [5] $507,984,000
Number of returns with total income 1,300
Salaries and wages amount $517,976,000
Number of returns with salaries and wages 1,230
Salaries and wages amount $337,358
Number of returns with taxable interest 970
Taxable interest amount $3,626
Number of returns with ordinary dividends 830
Ordinary dividends amount $10,492,000
Number of returns with qualified dividends 800
Qualified dividends amount [6] $8,671
Number of returns with state and local income tax refunds 770
State and local income tax refunds amount $2,444
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $19,189,000
Number of returns with net capital gain (less loss) 790
Net capital gain (less loss) amount $42,490,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $6,473,000
Number of returns with taxable pensions and annuities 240
Taxable pensions and annuities amount $11,330,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $108,000
Number of returns with taxable Social Security benefits 120
Taxable Social Security benefits amount $3,103,000
Number of returns with partnership/S-corp net income (less loss) 430
Partnership/S-corp net income (less loss) amount $76,247,000
Number of returns with total statutory adjustments 540
Total statutory adjustments amount $9,992,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 90
Self-employment retirement plans amount $2,651,000
Number of returns with self-employment health insurance deduction 170
Self-employment health insurance deduction amount $1,980,000
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 50
Domestic production activities deduction amount $1,789,000
Number of returns with itemized deductions 1,260
Total itemized deductions amount $54,806,000
Amount of AGI for itemized returns $491,027,000
Number of returns with State and local income taxes 1,230
State and local income taxes amount $23,845,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $90,000
Number of returns with real estate taxes 1,230
Real estate taxes amount $8,850,000
Number of returns with taxes paid 1,260
Taxes paid amount $32,964,000
Number of returns with mortgage interest paid 1,060
Mortgage interest paid amount $10,312,000
Number of returns with contributions 1,140
Contributions amount $13,124,000
Number of returns with taxable income 1,300
Taxable income amount $440,816,000
Number of returns with income tax before credits 1,300
Income tax before credits amount $116,714,000
Number of returns with alternative minimum tax 660
Alternative minimum tax amount $2,849,000
Number of returns with total tax credits 540
Total tax credits amount $580,000
Number of returns with foreign tax credit 400
Foreign tax credit amount $114,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $73,000
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 30
Residential energy tax credit amount $15,000
Number of returns with self-employment tax 310
Self-employment tax amount $2,297,000
Number of returns with total tax payments 1,290
Total tax payments amount $115,362,000
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 1,300
Income tax amount [10] $116,134,000
Number of returns with tax liability 1,300
Total tax liability amount [11] $121,051,000
Number of returns with net investment income tax 630
Net investment income tax $1,308,000
Number of returns with tax due at time of filing 630
Tax due at time of filing amount [12] $15,305,000
Number of returns with overpayments refunded 500
Overpayments refunded amount [13] $4,165,000
Number of returns with credit to next year’s estimated tax 180
Credited to next year’s estimated tax amount $5,333,000

[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.