ZIP Code 45122 2017 Income Tax Stats

Individual Income by ZIP Code -- Tax Statistics: 2017

ZIP Code 45122 Data

Zip Code:45122
City:Goshen
State:OH [Ohio]
Counties: CLERMONT, OH
City Alias(es):Goshen
Area Code:513
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]

45122 Income Tax Overview

Total Number of Tax Returns for ZIP Code 45122 [1] 5,040
Total Number of Single Tax Returns for ZIP Code 45122 1,920
Total Number of Joint Tax Returns for ZIP Code 45122 2,000
Total Number of Dependents for ZIP Code 45122 3,000
Total Adjusted Gross Income for ZIP Code 45122 271,902
Average Income per Person for ZIP Code 45122 $25

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


Adjusted Gross Income: 1 under $25,000

Number of returns 1,670
Number of single returns 1,160
Number of joint returns 250
Number of head of household returns 220
Number of returns with paid preparer's signature 660
Number of exemptions 2,190
Number of dependents 640
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
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] 280
Number of elderly returns [4] 350
Adjust gross income (AGI) [5] $20,506,000
Number of returns with total income 1,670
Salaries and wages amount $20,830,000
Number of returns with salaries and wages 1,280
Salaries and wages amount $15,160
Number of returns with taxable interest 180
Taxable interest amount $71
Number of returns with ordinary dividends 110
Ordinary dividends amount $147,000
Number of returns with qualified dividends 100
Qualified dividends amount [6] $97
Number of returns with state and local income tax refunds 20
State and local income tax refunds amount $6
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $1,818,000
Number of returns with net capital gain (less loss) 80
Net capital gain (less loss) amount $72,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $593,000
Number of returns with taxable pensions and annuities 260
Taxable pensions and annuities amount $2,348,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $134,000
Number of returns with taxable Social Security benefits 90
Taxable Social Security benefits amount $165,000
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 260
Total statutory adjustments amount $324,000
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 50
Student loan interest deduction amount $34,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 70
Total itemized deductions amount $950,000
Amount of AGI for itemized returns $1,117,000
Number of returns with State and local income taxes 30
State and local income taxes amount $20,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $12,000
Number of returns with real estate taxes 50
Real estate taxes amount $133,000
Number of returns with taxes paid 70
Taxes paid amount $189,000
Number of returns with mortgage interest paid 40
Mortgage interest paid amount $243,000
Number of returns with contributions 40
Contributions amount $90,000
Number of returns with taxable income 740
Taxable income amount $4,442,000
Number of returns with income tax before credits 750
Income tax before credits amount $477,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 160
Total tax credits amount $53,000
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 $22,000
Number of returns with retirement savings contribution credit 70
Retirement savings contribution credit amount $13,000
Number of returns with child tax credit 50
Child tax credit amount $15,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 200
Self-employment tax amount $297,000
Number of returns with total tax payments 1,530
Total tax payments amount $3,348,000
Number of returns with earned income credit 520
Earned income credit amount [8] $1,352,000
Number of returns with excess earned income credit 460
Excess earned income credit (refundable) amount [9] $1,179,000
Number of returns with additional child tax credit 300
Additional child tax credit amount $363,000
Number of returns with refundable education credit 50
Refundable education credit amount $42,000
Number of returns with income tax 650
Income tax amount [10] $424,000
Number of returns with tax liability 830
Total tax liability amount [11] $757,000
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] $128,000
Number of returns with overpayments refunded 1,430
Overpayments refunded amount [13] $2,699,000
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 1,440
Number of single returns 680
Number of joint returns 370
Number of head of household returns 260
Number of returns with paid preparer's signature 680
Number of exemptions 2,630
Number of dependents 830
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] 300
Number of elderly returns [4] 340
Adjust gross income (AGI) [5] $52,517,000
Number of returns with total income 1,440
Salaries and wages amount $53,144,000
Number of returns with salaries and wages 1,250
Salaries and wages amount $42,302
Number of returns with taxable interest 190
Taxable interest amount $113
Number of returns with ordinary dividends 130
Ordinary dividends amount $327,000
Number of returns with qualified dividends 120
Qualified dividends amount [6] $222
Number of returns with state and local income tax refunds 100
State and local income tax refunds amount $39
Number of returns with business or professional net income (less loss) 140
Business or professional net income (less loss) amount $1,848,000
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $212,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $1,083,000
Number of returns with taxable pensions and annuities 270
Taxable pensions and annuities amount $4,876,000
Number of farm returns 30
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $228,000
Number of returns with taxable Social Security benefits 250
Taxable Social Security benefits amount $1,701,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $538,000
Number of returns with total statutory adjustments 270
Total statutory adjustments amount $627,000
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 $186,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $121,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 200
Total itemized deductions amount $2,419,000
Amount of AGI for itemized returns $7,688,000
Number of returns with State and local income taxes 150
State and local income taxes amount $278,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $31,000
Number of returns with real estate taxes 160
Real estate taxes amount $405,000
Number of returns with taxes paid 200
Taxes paid amount $728,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $710,000
Number of returns with contributions 110
Contributions amount $329,000
Number of returns with taxable income 1,400
Taxable income amount $28,556,000
Number of returns with income tax before credits 1,400
Income tax before credits amount $3,539,000
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 $436,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
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 60
Nonrefundable education credit amount $55,000
Number of returns with retirement savings contribution credit 210
Retirement savings contribution credit amount $40,000
Number of returns with child tax credit 330
Child tax credit amount $319,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 120
Self-employment tax amount $303,000
Number of returns with total tax payments 1,420
Total tax payments amount $6,337,000
Number of returns with earned income credit 340
Earned income credit amount [8] $715,000
Number of returns with excess earned income credit 270
Excess earned income credit (refundable) amount [9] $579,000
Number of returns with additional child tax credit 220
Additional child tax credit amount $311,000
Number of returns with refundable education credit 40
Refundable education credit amount $32,000
Number of returns with income tax 1,200
Income tax amount [10] $3,103,000
Number of returns with tax liability 1,260
Total tax liability amount [11] $3,478,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 190
Tax due at time of filing amount [12] $281,000
Number of returns with overpayments refunded 1,240
Overpayments refunded amount [13] $3,109,000
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 800
Number of single returns 220
Number of joint returns 440
Number of head of household returns 70
Number of returns with paid preparer's signature 430
Number of exemptions 1,840
Number of dependents 600
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] 120
Number of elderly returns [4] 220
Adjust gross income (AGI) [5] $49,589,000
Number of returns with total income 800
Salaries and wages amount $50,128,000
Number of returns with salaries and wages 710
Salaries and wages amount $39,388
Number of returns with taxable interest 160
Taxable interest amount $96
Number of returns with ordinary dividends 130
Ordinary dividends amount $243,000
Number of returns with qualified dividends 120
Qualified dividends amount [6] $194
Number of returns with state and local income tax refunds 180
State and local income tax refunds amount $79
Number of returns with business or professional net income (less loss) 120
Business or professional net income (less loss) amount $1,720,000
Number of returns with net capital gain (less loss) 80
Net capital gain (less loss) amount $381,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $1,124,000
Number of returns with taxable pensions and annuities 180
Taxable pensions and annuities amount $4,030,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $167,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $2,483,000
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 210
Total statutory adjustments amount $539,000
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 20
Self-employment health insurance deduction amount $160,000
Number of returns with IRA payments 50
IRA payments amount $233,000
Number of returns with student loan interest deduction 90
Student loan interest deduction amount $104,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 260
Total itemized deductions amount $3,815,000
Amount of AGI for itemized returns $16,354,000
Number of returns with State and local income taxes 240
State and local income taxes amount $647,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $73,000
Number of returns with real estate taxes 230
Real estate taxes amount $562,000
Number of returns with taxes paid 260
Taxes paid amount $1,252,000
Number of returns with mortgage interest paid 220
Mortgage interest paid amount $1,082,000
Number of returns with contributions 160
Contributions amount $471,000
Number of returns with taxable income 800
Taxable income amount $32,434,000
Number of returns with income tax before credits 800
Income tax before credits amount $4,486,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 340
Total tax credits amount $483,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $12,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $65,000
Number of returns with retirement savings contribution credit 70
Retirement savings contribution credit amount $12,000
Number of returns with child tax credit 240
Child tax credit amount $375,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 100
Self-employment tax amount $275,000
Number of returns with total tax payments 800
Total tax payments amount $5,655,000
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 50
Additional child tax credit amount $64,000
Number of returns with refundable education credit 30
Refundable education credit amount $34,000
Number of returns with income tax 760
Income tax amount [10] $4,003,000
Number of returns with tax liability 770
Total tax liability amount [11] $4,329,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 180
Tax due at time of filing amount [12] $355,000
Number of returns with overpayments refunded 620
Overpayments refunded amount [13] $1,655,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $81,000

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

Number of returns 510
Number of single returns 70
Number of joint returns 390
Number of head of household returns 30
Number of returns with paid preparer's signature 310
Number of exemptions 1,290
Number of dependents 390
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] 150
Adjust gross income (AGI) [5] $44,377,000
Number of returns with total income 510
Salaries and wages amount $44,764,000
Number of returns with salaries and wages 470
Salaries and wages amount $35,118
Number of returns with taxable interest 160
Taxable interest amount $106
Number of returns with ordinary dividends 130
Ordinary dividends amount $543,000
Number of returns with qualified dividends 130
Qualified dividends amount [6] $446
Number of returns with state and local income tax refunds 150
State and local income tax refunds amount $94
Number of returns with business or professional net income (less loss) 80
Business or professional net income (less loss) amount $1,113,000
Number of returns with net capital gain (less loss) 90
Net capital gain (less loss) amount $529,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $1,332,000
Number of returns with taxable pensions and annuities 130
Taxable pensions and annuities amount $2,785,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $135,000
Number of returns with taxable Social Security benefits 110
Taxable Social Security benefits amount $2,061,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $702,000
Number of returns with total statutory adjustments 150
Total statutory adjustments amount $387,000
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 70
Student loan interest deduction amount $83,000
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 $3,590,000
Amount of AGI for itemized returns $18,628,000
Number of returns with State and local income taxes 210
State and local income taxes amount $768,000
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 200
Real estate taxes amount $579,000
Number of returns with taxes paid 220
Taxes paid amount $1,377,000
Number of returns with mortgage interest paid 190
Mortgage interest paid amount $1,077,000
Number of returns with contributions 150
Contributions amount $543,000
Number of returns with taxable income 510
Taxable income amount $31,880,000
Number of returns with income tax before credits 510
Income tax before credits amount $4,608,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 210
Total tax credits amount $352,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $3,000
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 40
Nonrefundable education credit amount $64,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 150
Child tax credit amount $269,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 70
Self-employment tax amount $246,000
Number of returns with total tax payments 510
Total tax payments amount $5,548,000
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 510
Income tax amount [10] $4,255,000
Number of returns with tax liability 510
Total tax liability amount [11] $4,563,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 130
Tax due at time of filing amount [12] $341,000
Number of returns with overpayments refunded 370
Overpayments refunded amount [13] $1,261,000
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 530
Number of single returns 40
Number of joint returns 470
Number of head of household returns 0
Number of returns with paid preparer's signature 290
Number of exemptions 1,470
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] 40
Number of elderly returns [4] 150
Adjust gross income (AGI) [5] $69,261,000
Number of returns with total income 530
Salaries and wages amount $70,172,000
Number of returns with salaries and wages 490
Salaries and wages amount $54,421
Number of returns with taxable interest 210
Taxable interest amount $254
Number of returns with ordinary dividends 160
Ordinary dividends amount $818,000
Number of returns with qualified dividends 160
Qualified dividends amount [6] $656
Number of returns with state and local income tax refunds 250
State and local income tax refunds amount $190
Number of returns with business or professional net income (less loss) 110
Business or professional net income (less loss) amount $2,791,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $1,426,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $2,535,000
Number of returns with taxable pensions and annuities 140
Taxable pensions and annuities amount $4,071,000
Number of farm returns 30
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $119,000
Number of returns with taxable Social Security benefits 100
Taxable Social Security benefits amount $2,128,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $1,682,000
Number of returns with total statutory adjustments 210
Total statutory adjustments amount $911,000
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 30
Self-employment health insurance deduction amount $328,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 90
Student loan interest deduction amount $97,000
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 $7,526,000
Amount of AGI for itemized returns $48,354,000
Number of returns with State and local income taxes 340
State and local income taxes amount $2,204,000
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 340
Real estate taxes amount $1,268,000
Number of returns with taxes paid 360
Taxes paid amount $3,522,000
Number of returns with mortgage interest paid 320
Mortgage interest paid amount $2,207,000
Number of returns with contributions 270
Contributions amount $1,077,000
Number of returns with taxable income 530
Taxable income amount $53,587,000
Number of returns with income tax before credits 530
Income tax before credits amount $9,023,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 230
Total tax credits amount $306,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $24,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $86,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 140
Child tax credit amount $190,000
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 $522,000
Number of returns with total tax payments 530
Total tax payments amount $9,649,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 50
Refundable education credit amount $53,000
Number of returns with income tax 530
Income tax amount [10] $8,717,000
Number of returns with tax liability 530
Total tax liability amount [11] $9,218,000
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] $924,000
Number of returns with overpayments refunded 320
Overpayments refunded amount [13] $1,293,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $553,000

Adjusted Gross Income: $200,000 or more

Number of returns 90
Number of single returns 0
Number of joint returns 80
Number of head of household returns 0
Number of returns with paid preparer's signature 70
Number of exemptions 240
Number of dependents 70
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] $35,652,000
Number of returns with total income 90
Salaries and wages amount $36,353,000
Number of returns with salaries and wages 80
Salaries and wages amount $18,370
Number of returns with taxable interest 60
Taxable interest amount $93
Number of returns with ordinary dividends 50
Ordinary dividends amount $2,637,000
Number of returns with qualified dividends 50
Qualified dividends amount [6] $2,485
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $141
Number of returns with business or professional net income (less loss) 0
Business or professional net income (less loss) amount $0
Number of returns with net capital gain (less loss) 50
Net capital gain (less loss) amount $1,560,000
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 20
Taxable pensions and annuities amount $1,375,000
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) 30
Partnership/S-corp net income (less loss) amount $5,393,000
Number of returns with total statutory adjustments 30
Total statutory adjustments amount $701,000
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 80
Total itemized deductions amount $2,753,000
Amount of AGI for itemized returns $34,432,000
Number of returns with State and local income taxes 80
State and local income taxes amount $1,529,000
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 $469,000
Number of returns with taxes paid 80
Taxes paid amount $2,011,000
Number of returns with mortgage interest paid 70
Mortgage interest paid amount $525,000
Number of returns with contributions 70
Contributions amount $447,000
Number of returns with taxable income 90
Taxable income amount $32,044,000
Number of returns with income tax before credits 90
Income tax before credits amount $8,334,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $164,000
Number of returns with total tax credits 30
Total tax credits amount $110,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $10,000
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 0
Self-employment tax amount $0
Number of returns with total tax payments 80
Total tax payments amount $9,603,000
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 90
Income tax amount [10] $8,138,000
Number of returns with tax liability 90
Total tax liability amount [11] $8,542,000
Number of returns with net investment income tax 40
Net investment income tax $128,000
Number of returns with tax due at time of filing 50
Tax due at time of filing amount [12] $883,000
Number of returns with overpayments refunded 30
Overpayments refunded amount [13] $232,000
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.