ZIP Code 45174 2017 Income Tax Stats

Individual Income by ZIP Code -- Tax Statistics: 2017

ZIP Code 45174 Data

Zip Code:45174
City:Terrace Park
State:OH [Ohio]
Counties: HAMILTON, OH
City Alias(es):Terrace Park
Area Code:513
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]

45174 Income Tax Overview

Total Number of Tax Returns for ZIP Code 45174 [1] 1,100
Total Number of Single Tax Returns for ZIP Code 45174 260
Total Number of Joint Tax Returns for ZIP Code 45174 570
Total Number of Dependents for ZIP Code 45174 900
Total Adjusted Gross Income for ZIP Code 45174 248,476
Average Income per Person for ZIP Code 45174 $110

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


Adjusted Gross Income: 1 under $25,000

Number of returns 260
Number of single returns 250
Number of joint returns 20
Number of head of household returns 0
Number of returns with paid preparer's signature 140
Number of exemptions 120
Number of dependents 0
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] $2,342,000
Number of returns with total income 260
Salaries and wages amount $2,385,000
Number of returns with salaries and wages 180
Salaries and wages amount $1,591
Number of returns with taxable interest 60
Taxable interest amount $20
Number of returns with ordinary dividends 100
Ordinary dividends amount $287,000
Number of returns with qualified dividends 100
Qualified dividends amount [6] $222
Number of returns with state and local income tax refunds 20
State and local income tax refunds amount $7
Number of returns with business or professional net income (less loss) 30
Business or professional net income (less loss) amount $151,000
Number of returns with net capital gain (less loss) 90
Net capital gain (less loss) amount $258,000
Number of returns with taxable individual retirement arrangements distributions 20
Taxable individual retirement arrangements distributions amount $182,000
Number of returns with taxable pensions and annuities 0
Taxable pensions and annuities amount $0
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $93,000
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) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 40
Total statutory adjustments amount $43,000
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 30
Total itemized deductions amount $407,000
Amount of AGI for itemized returns $443,000
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 0
State and local general sales tax amount $0
Number of returns with real estate taxes 0
Real estate taxes amount $0
Number of returns with taxes paid 30
Taxes paid amount $131,000
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 150
Taxable income amount $780,000
Number of returns with income tax before credits 120
Income tax before credits amount $88,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 40
Total tax credits amount $15,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 20
Nonrefundable education credit amount $28,000
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 50
Self-employment tax amount $85,000
Number of returns with total tax payments 210
Total tax payments amount $233,000
Number of returns with earned income credit 20
Earned income credit amount [8] $37,000
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 110
Income tax amount [10] $73,000
Number of returns with tax liability 130
Total tax liability amount [11] $105,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 50
Tax due at time of filing amount [12] $46,000
Number of returns with overpayments refunded 170
Overpayments refunded amount [13] $150,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $58,000

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

Number of returns 100
Number of single returns 60
Number of joint returns 0
Number of head of household returns 0
Number of returns with paid preparer's signature 60
Number of exemptions 140
Number of dependents 50
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] 30
Adjust gross income (AGI) [5] $3,748,000
Number of returns with total income 100
Salaries and wages amount $3,841,000
Number of returns with salaries and wages 70
Salaries and wages amount $2,215
Number of returns with taxable interest 30
Taxable interest amount $12
Number of returns with ordinary dividends 40
Ordinary dividends amount $369,000
Number of returns with qualified dividends 40
Qualified dividends amount [6] $312
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) 20
Business or professional net income (less loss) amount $387,000
Number of returns with net capital gain (less loss) 30
Net capital gain (less loss) amount $216,000
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 50
Taxable pensions and annuities amount $1,149,000
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 30
Taxable Social Security benefits amount $175,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $342,000
Number of returns with total statutory adjustments 30
Total statutory adjustments amount $93,000
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 $30,000
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 50
Total itemized deductions amount $1,001,000
Amount of AGI for itemized returns $1,870,000
Number of returns with State and local income taxes 40
State and local income taxes amount $42,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $37,000
Number of returns with real estate taxes 50
Real estate taxes amount $428,000
Number of returns with taxes paid 50
Taxes paid amount $361,000
Number of returns with mortgage interest paid 30
Mortgage interest paid amount $243,000
Number of returns with contributions 50
Contributions amount $125,000
Number of returns with taxable income 90
Taxable income amount $2,037,000
Number of returns with income tax before credits 90
Income tax before credits amount $247,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 30
Total tax credits amount $28,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $1,000
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 90
Total tax payments amount $367,000
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 80
Income tax amount [10] $219,000
Number of returns with tax liability 80
Total tax liability amount [11] $279,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 50
Tax due at time of filing amount [12] $110,000
Number of returns with overpayments refunded 60
Overpayments refunded amount [13] $137,000
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 80
Number of single returns 30
Number of joint returns 20
Number of head of household returns 40
Number of returns with paid preparer's signature 40
Number of exemptions 130
Number of dependents 30
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] $4,714,000
Number of returns with total income 80
Salaries and wages amount $4,819,000
Number of returns with salaries and wages 50
Salaries and wages amount $2,500
Number of returns with taxable interest 40
Taxable interest amount $20
Number of returns with ordinary dividends 40
Ordinary dividends amount $289,000
Number of returns with qualified dividends 40
Qualified dividends amount [6] $253
Number of returns with state and local income tax refunds 20
State and local income tax refunds amount $13
Number of returns with business or professional net income (less loss) 40
Business or professional net income (less loss) amount $654,000
Number of returns with net capital gain (less loss) 30
Net capital gain (less loss) amount $129,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $728,000
Number of returns with taxable pensions and annuities 0
Taxable pensions and annuities amount $0
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 30
Taxable Social Security benefits amount $377,000
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 20
Total statutory adjustments amount $105,000
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 50
Total itemized deductions amount $906,000
Amount of AGI for itemized returns $3,070,000
Number of returns with State and local income taxes 40
State and local income taxes amount $81,000
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 40
Real estate taxes amount $309,000
Number of returns with taxes paid 50
Taxes paid amount $411,000
Number of returns with mortgage interest paid 30
Mortgage interest paid amount $176,000
Number of returns with contributions 40
Contributions amount $92,000
Number of returns with taxable income 80
Taxable income amount $3,007,000
Number of returns with income tax before credits 80
Income tax before credits amount $398,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 40
Total tax credits amount $41,000
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 $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 40
Child tax credit amount $58,000
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 $126,000
Number of returns with total tax payments 70
Total tax payments amount $550,000
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 $32,000
Number of returns with income tax 70
Income tax amount [10] $357,000
Number of returns with tax liability 70
Total tax liability amount [11] $408,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 0
Tax due at time of filing amount [12] $0
Number of returns with overpayments refunded 50
Overpayments refunded amount [13] $166,000
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 80
Number of single returns 20
Number of joint returns 40
Number of head of household returns 0
Number of returns with paid preparer's signature 50
Number of exemptions 150
Number of dependents 40
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] $6,869,000
Number of returns with total income 80
Salaries and wages amount $7,083,000
Number of returns with salaries and wages 60
Salaries and wages amount $3,786
Number of returns with taxable interest 40
Taxable interest amount $76
Number of returns with ordinary dividends 50
Ordinary dividends amount $679,000
Number of returns with qualified dividends 50
Qualified dividends amount [6] $610
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $20
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) 40
Net capital gain (less loss) amount $308,000
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 $669,000
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 20
Taxable Social Security benefits amount $407,000
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 30
Total statutory adjustments amount $214,000
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 60
Total itemized deductions amount $1,384,000
Amount of AGI for itemized returns $5,244,000
Number of returns with State and local income taxes 50
State and local income taxes amount $169,000
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 60
Real estate taxes amount $510,000
Number of returns with taxes paid 60
Taxes paid amount $694,000
Number of returns with mortgage interest paid 40
Mortgage interest paid amount $333,000
Number of returns with contributions 50
Contributions amount $160,000
Number of returns with taxable income 80
Taxable income amount $4,676,000
Number of returns with income tax before credits 70
Income tax before credits amount $683,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 40
Total tax credits amount $38,000
Number of returns with foreign tax credit 30
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 20
Nonrefundable education credit amount $24,000
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 70
Total tax payments amount $789,000
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 70
Income tax amount [10] $645,000
Number of returns with tax liability 70
Total tax liability amount [11] $734,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 30
Tax due at time of filing amount [12] $121,000
Number of returns with overpayments refunded 40
Overpayments refunded amount [13] $130,000
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 250
Number of single returns 50
Number of joint returns 180
Number of head of household returns 0
Number of returns with paid preparer's signature 160
Number of exemptions 680
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] 0
Number of elderly returns [4] 90
Adjust gross income (AGI) [5] $35,236,000
Number of returns with total income 250
Salaries and wages amount $36,084,000
Number of returns with salaries and wages 200
Salaries and wages amount $22,193
Number of returns with taxable interest 140
Taxable interest amount $80
Number of returns with ordinary dividends 160
Ordinary dividends amount $2,186,000
Number of returns with qualified dividends 150
Qualified dividends amount [6] $1,937
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $121
Number of returns with business or professional net income (less loss) 70
Business or professional net income (less loss) amount $1,981,000
Number of returns with net capital gain (less loss) 140
Net capital gain (less loss) amount $1,709,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $2,429,000
Number of returns with taxable pensions and annuities 50
Taxable pensions and annuities amount $2,075,000
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 $1,358,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $1,421,000
Number of returns with total statutory adjustments 110
Total statutory adjustments amount $848,000
Number of returns with educator expenses 30
Educator expenses amount $9,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $416,000
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 $35,000
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 230
Total itemized deductions amount $6,862,000
Amount of AGI for itemized returns $32,951,000
Number of returns with State and local income taxes 210
State and local income taxes amount $1,332,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $38,000
Number of returns with real estate taxes 220
Real estate taxes amount $2,367,000
Number of returns with taxes paid 230
Taxes paid amount $3,732,000
Number of returns with mortgage interest paid 170
Mortgage interest paid amount $1,592,000
Number of returns with contributions 210
Contributions amount $694,000
Number of returns with taxable income 250
Taxable income amount $25,400,000
Number of returns with income tax before credits 240
Income tax before credits amount $4,361,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $85,000
Number of returns with total tax credits 120
Total tax credits amount $127,000
Number of returns with foreign tax credit 60
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 40
Child tax credit amount $51,000
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 $356,000
Number of returns with total tax payments 240
Total tax payments amount $4,803,000
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] $4,234,000
Number of returns with tax liability 240
Total tax liability amount [11] $4,642,000
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] $576,000
Number of returns with overpayments refunded 130
Overpayments refunded amount [13] $537,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $192,000

Adjusted Gross Income: $200,000 or more

Number of returns 330
Number of single returns 0
Number of joint returns 310
Number of head of household returns 0
Number of returns with paid preparer's signature 260
Number of exemptions 1,160
Number of dependents 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] 0
Number of elderly returns [4] 80
Adjust gross income (AGI) [5] $195,567,000
Number of returns with total income 330
Salaries and wages amount $200,398,000
Number of returns with salaries and wages 300
Salaries and wages amount $114,013
Number of returns with taxable interest 270
Taxable interest amount $2,058
Number of returns with ordinary dividends 260
Ordinary dividends amount $11,121,000
Number of returns with qualified dividends 250
Qualified dividends amount [6] $9,223
Number of returns with state and local income tax refunds 150
State and local income tax refunds amount $868
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $5,964,000
Number of returns with net capital gain (less loss) 250
Net capital gain (less loss) amount $19,422,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $2,173,000
Number of returns with taxable pensions and annuities 50
Taxable pensions and annuities amount $2,156,000
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 $896,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $40,410,000
Number of returns with total statutory adjustments 150
Total statutory adjustments amount $4,831,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $1,772,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $839,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 320
Total itemized deductions amount $23,289,000
Amount of AGI for itemized returns $191,269,000
Number of returns with State and local income taxes 320
State and local income taxes amount $9,479,000
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 320
Real estate taxes amount $6,548,000
Number of returns with taxes paid 320
Taxes paid amount $16,106,000
Number of returns with mortgage interest paid 280
Mortgage interest paid amount $4,260,000
Number of returns with contributions 300
Contributions amount $3,895,000
Number of returns with taxable income 330
Taxable income amount $169,790,000
Number of returns with income tax before credits 330
Income tax before credits amount $49,766,000
Number of returns with alternative minimum tax 230
Alternative minimum tax amount $1,759,000
Number of returns with total tax credits 190
Total tax credits amount $763,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $131,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $22,000
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 100
Self-employment tax amount $1,126,000
Number of returns with total tax payments 330
Total tax payments amount $51,274,000
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 330
Income tax amount [10] $49,003,000
Number of returns with tax liability 330
Total tax liability amount [11] $51,836,000
Number of returns with net investment income tax 230
Net investment income tax $968,000
Number of returns with tax due at time of filing 170
Tax due at time of filing amount [12] $4,956,000
Number of returns with overpayments refunded 110
Overpayments refunded amount [13] $1,148,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $3,186,000

[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.