ZIP Code 45215 2017 Income Tax Stats

Individual Income by ZIP Code -- Tax Statistics: 2017

ZIP Code 45215 Data

Zip Code:45215
City:Cincinnati
State:OH [Ohio]
Counties: HAMILTON, OH
City Alias(es):Cincinnati
Area Code:513
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]

45215 Income Tax Overview

Total Number of Tax Returns for ZIP Code 45215 [1] 14,970
Total Number of Single Tax Returns for ZIP Code 45215 3,320
Total Number of Joint Tax Returns for ZIP Code 45215 4,000
Total Number of Dependents for ZIP Code 45215 9,210
Total Adjusted Gross Income for ZIP Code 45215 1,031,708
Average Income per Person for ZIP Code 45215 $35

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


Adjusted Gross Income: 1 under $25,000

Number of returns 5,490
Number of single returns 3,870
Number of joint returns 290
Number of head of household returns 1,200
Number of returns with paid preparer's signature 1,910
Number of exemptions 7,120
Number of dependents 2,450
Total number of volunteer prepared returns [5] 180
Number of volunteer income tax assistance (VITA) prepared returns [3] 100
Number of tax counseling for the elderly (TCE) prepared returns [3] 80
Number of volunteer prepared returns with Earned Income Credit 50
Number of refund anticipation check returns [3] 1,140
Number of elderly returns [4] 930
Adjust gross income (AGI) [5] $68,310,000
Number of returns with total income 5,490
Salaries and wages amount $69,257,000
Number of returns with salaries and wages 4,620
Salaries and wages amount $56,101
Number of returns with taxable interest 510
Taxable interest amount $278
Number of returns with ordinary dividends 480
Ordinary dividends amount $1,121,000
Number of returns with qualified dividends 450
Qualified dividends amount [6] $871
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $31
Number of returns with business or professional net income (less loss) 680
Business or professional net income (less loss) amount $4,173,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $423,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $1,591,000
Number of returns with taxable pensions and annuities 600
Taxable pensions and annuities amount $4,899,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $336,000
Number of returns with taxable Social Security benefits 210
Taxable Social Security benefits amount $456,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $43,000
Number of returns with total statutory adjustments 790
Total statutory adjustments amount $947,000
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 $112,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $138,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $80,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 230
Total itemized deductions amount $3,144,000
Amount of AGI for itemized returns $3,651,000
Number of returns with State and local income taxes 110
State and local income taxes amount $84,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $60,000
Number of returns with real estate taxes 140
Real estate taxes amount $388,000
Number of returns with taxes paid 220
Taxes paid amount $554,000
Number of returns with mortgage interest paid 110
Mortgage interest paid amount $485,000
Number of returns with contributions 150
Contributions amount $376,000
Number of returns with taxable income 2,520
Taxable income amount $15,713,000
Number of returns with income tax before credits 2,460
Income tax before credits amount $1,641,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 750
Total tax credits amount $250,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $16,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $104,000
Number of returns with retirement savings contribution credit 310
Retirement savings contribution credit amount $48,000
Number of returns with child tax credit 230
Child tax credit amount $75,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 550
Self-employment tax amount $722,000
Number of returns with total tax payments 5,080
Total tax payments amount $12,088,000
Number of returns with earned income credit 2,020
Earned income credit amount [8] $5,377,000
Number of returns with excess earned income credit 1,830
Excess earned income credit (refundable) amount [9] $4,891,000
Number of returns with additional child tax credit 1,210
Additional child tax credit amount $1,472,000
Number of returns with refundable education credit 290
Refundable education credit amount $263,000
Number of returns with income tax 2,030
Income tax amount [10] $1,391,000
Number of returns with tax liability 2,540
Total tax liability amount [11] $2,221,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 430
Tax due at time of filing amount [12] $323,000
Number of returns with overpayments refunded 4,790
Overpayments refunded amount [13] $10,147,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $23,000

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

Number of returns 4,130
Number of single returns 2,360
Number of joint returns 550
Number of head of household returns 970
Number of returns with paid preparer's signature 1,560
Number of exemptions 7,000
Number of dependents 2,340
Total number of volunteer prepared returns [5] 150
Number of volunteer income tax assistance (VITA) prepared returns [3] 100
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 880
Number of elderly returns [4] 830
Adjust gross income (AGI) [5] $148,899,000
Number of returns with total income 4,130
Salaries and wages amount $150,470,000
Number of returns with salaries and wages 3,690
Salaries and wages amount $127,969
Number of returns with taxable interest 530
Taxable interest amount $391
Number of returns with ordinary dividends 410
Ordinary dividends amount $1,248,000
Number of returns with qualified dividends 380
Qualified dividends amount [6] $977
Number of returns with state and local income tax refunds 250
State and local income tax refunds amount $96
Number of returns with business or professional net income (less loss) 370
Business or professional net income (less loss) amount $2,240,000
Number of returns with net capital gain (less loss) 300
Net capital gain (less loss) amount $632,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $2,478,000
Number of returns with taxable pensions and annuities 690
Taxable pensions and annuities amount $11,282,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $461,000
Number of returns with taxable Social Security benefits 510
Taxable Social Security benefits amount $3,507,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $155,000
Number of returns with total statutory adjustments 900
Total statutory adjustments amount $1,571,000
Number of returns with educator expenses 70
Educator expenses amount $17,000
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 $147,000
Number of returns with IRA payments 100
IRA payments amount $293,000
Number of returns with student loan interest deduction 510
Student loan interest deduction amount $573,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $68,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 540
Total itemized deductions amount $7,688,000
Amount of AGI for itemized returns $20,273,000
Number of returns with State and local income taxes 460
State and local income taxes amount $786,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $54,000
Number of returns with real estate taxes 350
Real estate taxes amount $1,029,000
Number of returns with taxes paid 530
Taxes paid amount $1,954,000
Number of returns with mortgage interest paid 300
Mortgage interest paid amount $1,332,000
Number of returns with contributions 360
Contributions amount $1,411,000
Number of returns with taxable income 4,050
Taxable income amount $84,240,000
Number of returns with income tax before credits 4,030
Income tax before credits amount $10,486,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,650
Total tax credits amount $1,333,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $88,000
Number of returns with nonrefundable education credit 250
Nonrefundable education credit amount $261,000
Number of returns with retirement savings contribution credit 750
Retirement savings contribution credit amount $122,000
Number of returns with child tax credit 880
Child tax credit amount $838,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $18,000
Number of returns with self-employment tax 230
Self-employment tax amount $468,000
Number of returns with total tax payments 4,050
Total tax payments amount $17,760,000
Number of returns with earned income credit 870
Earned income credit amount [8] $1,776,000
Number of returns with excess earned income credit 720
Excess earned income credit (refundable) amount [9] $1,525,000
Number of returns with additional child tax credit 600
Additional child tax credit amount $871,000
Number of returns with refundable education credit 180
Refundable education credit amount $160,000
Number of returns with income tax 3,440
Income tax amount [10] $9,153,000
Number of returns with tax liability 3,530
Total tax liability amount [11] $9,776,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 540
Tax due at time of filing amount [12] $720,000
Number of returns with overpayments refunded 3,550
Overpayments refunded amount [13] $8,638,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $46,000

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

Number of returns 1,840
Number of single returns 780
Number of joint returns 600
Number of head of household returns 290
Number of returns with paid preparer's signature 880
Number of exemptions 3,510
Number of dependents 1,070
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] 230
Number of elderly returns [4] 550
Adjust gross income (AGI) [5] $112,868,000
Number of returns with total income 1,840
Salaries and wages amount $114,143,000
Number of returns with salaries and wages 1,570
Salaries and wages amount $86,902
Number of returns with taxable interest 500
Taxable interest amount $426
Number of returns with ordinary dividends 410
Ordinary dividends amount $1,985,000
Number of returns with qualified dividends 390
Qualified dividends amount [6] $1,599
Number of returns with state and local income tax refunds 400
State and local income tax refunds amount $197
Number of returns with business or professional net income (less loss) 220
Business or professional net income (less loss) amount $2,684,000
Number of returns with net capital gain (less loss) 290
Net capital gain (less loss) amount $1,488,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $3,760,000
Number of returns with taxable pensions and annuities 470
Taxable pensions and annuities amount $10,815,000
Number of farm returns 20
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $236,000
Number of returns with taxable Social Security benefits 360
Taxable Social Security benefits amount $5,058,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $247,000
Number of returns with total statutory adjustments 550
Total statutory adjustments amount $1,275,000
Number of returns with educator expenses 50
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $233,000
Number of returns with IRA payments 40
IRA payments amount $158,000
Number of returns with student loan interest deduction 310
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 620
Total itemized deductions amount $9,635,000
Amount of AGI for itemized returns $38,713,000
Number of returns with State and local income taxes 570
State and local income taxes amount $1,751,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $79,000
Number of returns with real estate taxes 500
Real estate taxes amount $1,570,000
Number of returns with taxes paid 620
Taxes paid amount $3,413,000
Number of returns with mortgage interest paid 430
Mortgage interest paid amount $1,976,000
Number of returns with contributions 460
Contributions amount $1,557,000
Number of returns with taxable income 1,830
Taxable income amount $77,510,000
Number of returns with income tax before credits 1,820
Income tax before credits amount $11,045,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 700
Total tax credits amount $923,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $37,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $150,000
Number of returns with retirement savings contribution credit 110
Retirement savings contribution credit amount $19,000
Number of returns with child tax credit 450
Child tax credit amount $693,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $13,000
Number of returns with self-employment tax 170
Self-employment tax amount $501,000
Number of returns with total tax payments 1,810
Total tax payments amount $13,507,000
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 70
Additional child tax credit amount $95,000
Number of returns with refundable education credit 80
Refundable education credit amount $78,000
Number of returns with income tax 1,760
Income tax amount [10] $10,121,000
Number of returns with tax liability 1,780
Total tax liability amount [11] $10,766,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 450
Tax due at time of filing amount [12] $953,000
Number of returns with overpayments refunded 1,350
Overpayments refunded amount [13] $3,625,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $88,000

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

Number of returns 1,040
Number of single returns 260
Number of joint returns 590
Number of head of household returns 100
Number of returns with paid preparer's signature 500
Number of exemptions 2,360
Number of dependents 730
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] 100
Number of elderly returns [4] 330
Adjust gross income (AGI) [5] $89,977,000
Number of returns with total income 1,040
Salaries and wages amount $90,885,000
Number of returns with salaries and wages 900
Salaries and wages amount $67,741
Number of returns with taxable interest 370
Taxable interest amount $287
Number of returns with ordinary dividends 310
Ordinary dividends amount $2,336,000
Number of returns with qualified dividends 290
Qualified dividends amount [6] $1,888
Number of returns with state and local income tax refunds 340
State and local income tax refunds amount $210
Number of returns with business or professional net income (less loss) 170
Business or professional net income (less loss) amount $2,192,000
Number of returns with net capital gain (less loss) 240
Net capital gain (less loss) amount $1,397,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $3,187,000
Number of returns with taxable pensions and annuities 290
Taxable pensions and annuities amount $8,159,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $157,000
Number of returns with taxable Social Security benefits 230
Taxable Social Security benefits amount $4,119,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $387,000
Number of returns with total statutory adjustments 340
Total statutory adjustments amount $908,000
Number of returns with educator expenses 50
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $188,000
Number of returns with IRA payments 20
IRA payments amount $98,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $188,000
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 510
Total itemized deductions amount $9,494,000
Amount of AGI for itemized returns $44,825,000
Number of returns with State and local income taxes 490
State and local income taxes amount $2,212,000
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 450
Real estate taxes amount $1,873,000
Number of returns with taxes paid 510
Taxes paid amount $4,166,000
Number of returns with mortgage interest paid 390
Mortgage interest paid amount $2,052,000
Number of returns with contributions 410
Contributions amount $1,434,000
Number of returns with taxable income 1,040
Taxable income amount $65,036,000
Number of returns with income tax before credits 1,040
Income tax before credits amount $9,810,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 430
Total tax credits amount $648,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $36,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $110,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 290
Child tax credit amount $470,000
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 $342,000
Number of returns with total tax payments 1,030
Total tax payments amount $11,158,000
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 60
Refundable education credit amount $61,000
Number of returns with income tax 1,030
Income tax amount [10] $9,162,000
Number of returns with tax liability 1,030
Total tax liability amount [11] $9,616,000
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] $740,000
Number of returns with overpayments refunded 740
Overpayments refunded amount [13] $2,177,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $76,000

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

Number of returns 1,590
Number of single returns 230
Number of joint returns 1,210
Number of head of household returns 70
Number of returns with paid preparer's signature 850
Number of exemptions 4,400
Number of dependents 1,600
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] 80
Number of elderly returns [4] 560
Adjust gross income (AGI) [5] $218,748,000
Number of returns with total income 1,590
Salaries and wages amount $221,348,000
Number of returns with salaries and wages 1,320
Salaries and wages amount $152,271
Number of returns with taxable interest 850
Taxable interest amount $836
Number of returns with ordinary dividends 870
Ordinary dividends amount $8,593,000
Number of returns with qualified dividends 830
Qualified dividends amount [6] $7,137
Number of returns with state and local income tax refunds 880
State and local income tax refunds amount $833
Number of returns with business or professional net income (less loss) 330
Business or professional net income (less loss) amount $6,681,000
Number of returns with net capital gain (less loss) 670
Net capital gain (less loss) amount $8,232,000
Number of returns with taxable individual retirement arrangements distributions 360
Taxable individual retirement arrangements distributions amount $12,030,000
Number of returns with taxable pensions and annuities 460
Taxable pensions and annuities amount $18,316,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $160,000
Number of returns with taxable Social Security benefits 370
Taxable Social Security benefits amount $8,096,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $3,457,000
Number of returns with total statutory adjustments 620
Total statutory adjustments amount $2,600,000
Number of returns with educator expenses 100
Educator expenses amount $25,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $491,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $519,000
Number of returns with IRA payments 70
IRA payments amount $431,000
Number of returns with student loan interest deduction 240
Student loan interest deduction amount $303,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $46,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,280
Total itemized deductions amount $34,704,000
Amount of AGI for itemized returns $180,495,000
Number of returns with State and local income taxes 1,240
State and local income taxes amount $9,954,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $70,000
Number of returns with real estate taxes 1,190
Real estate taxes amount $7,144,000
Number of returns with taxes paid 1,280
Taxes paid amount $17,327,000
Number of returns with mortgage interest paid 1,010
Mortgage interest paid amount $7,228,000
Number of returns with contributions 1,120
Contributions amount $5,122,000
Number of returns with taxable income 1,580
Taxable income amount $162,614,000
Number of returns with income tax before credits 1,570
Income tax before credits amount $27,701,000
Number of returns with alternative minimum tax 110
Alternative minimum tax amount $228,000
Number of returns with total tax credits 810
Total tax credits amount $887,000
Number of returns with foreign tax credit 320
Foreign tax credit amount $61,000
Number of returns with child and dependent care credit 200
Child and dependent care credit amount $108,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $188,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 340
Child tax credit amount $453,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 280
Self-employment tax amount $1,134,000
Number of returns with total tax payments 1,570
Total tax payments amount $30,109,000
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 110
Refundable education credit amount $116,000
Number of returns with income tax 1,570
Income tax amount [10] $26,815,000
Number of returns with tax liability 1,570
Total tax liability amount [11] $28,174,000
Number of returns with net investment income tax 30
Net investment income tax $11,000
Number of returns with tax due at time of filing 570
Tax due at time of filing amount [12] $2,419,000
Number of returns with overpayments refunded 910
Overpayments refunded amount [13] $3,792,000
Number of returns with credit to next year’s estimated tax 120
Credited to next year’s estimated tax amount $532,000

Adjusted Gross Income: $200,000 or more

Number of returns 880
Number of single returns 80
Number of joint returns 760
Number of head of household returns 20
Number of returns with paid preparer's signature 590
Number of exemptions 2,660
Number of dependents 1,020
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] 320
Adjust gross income (AGI) [5] $392,906,000
Number of returns with total income 880
Salaries and wages amount $399,931,000
Number of returns with salaries and wages 750
Salaries and wages amount $225,964
Number of returns with taxable interest 680
Taxable interest amount $2,694
Number of returns with ordinary dividends 680
Ordinary dividends amount $24,227,000
Number of returns with qualified dividends 660
Qualified dividends amount [6] $21,247
Number of returns with state and local income tax refunds 480
State and local income tax refunds amount $1,890
Number of returns with business or professional net income (less loss) 240
Business or professional net income (less loss) amount $10,969,000
Number of returns with net capital gain (less loss) 620
Net capital gain (less loss) amount $40,361,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $16,706,000
Number of returns with taxable pensions and annuities 210
Taxable pensions and annuities amount $10,124,000
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 190
Taxable Social Security benefits amount $5,205,000
Number of returns with partnership/S-corp net income (less loss) 250
Partnership/S-corp net income (less loss) amount $52,910,000
Number of returns with total statutory adjustments 340
Total statutory adjustments amount $7,025,000
Number of returns with educator expenses 20
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 80
Self-employment retirement plans amount $2,898,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $1,306,000
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 40
Domestic production activities deduction amount $521,000
Number of returns with itemized deductions 870
Total itemized deductions amount $54,146,000
Amount of AGI for itemized returns $389,387,000
Number of returns with State and local income taxes 860
State and local income taxes amount $26,810,000
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 830
Real estate taxes amount $9,192,000
Number of returns with taxes paid 870
Taxes paid amount $36,293,000
Number of returns with mortgage interest paid 640
Mortgage interest paid amount $6,370,000
Number of returns with contributions 800
Contributions amount $12,507,000
Number of returns with taxable income 880
Taxable income amount $331,692,000
Number of returns with income tax before credits 880
Income tax before credits amount $91,402,000
Number of returns with alternative minimum tax 630
Alternative minimum tax amount $4,642,000
Number of returns with total tax credits 480
Total tax credits amount $876,000
Number of returns with foreign tax credit 390
Foreign tax credit amount $592,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $43,000
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 230
Self-employment tax amount $1,741,000
Number of returns with total tax payments 880
Total tax payments amount $93,533,000
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 880
Income tax amount [10] $90,526,000
Number of returns with tax liability 880
Total tax liability amount [11] $95,084,000
Number of returns with net investment income tax 530
Net investment income tax $1,562,000
Number of returns with tax due at time of filing 440
Tax due at time of filing amount [12] $8,825,000
Number of returns with overpayments refunded 280
Overpayments refunded amount [13] $2,803,000
Number of returns with credit to next year’s estimated tax 180
Credited to next year’s estimated tax amount $4,422,000

[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.