ZIP Code 45240 2017 Income Tax Stats

Individual Income by ZIP Code -- Tax Statistics: 2017

ZIP Code 45240 Data

Zip Code:45240
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]

45240 Income Tax Overview

Total Number of Tax Returns for ZIP Code 45240 [1] 14,310
Total Number of Single Tax Returns for ZIP Code 45240 3,480
Total Number of Joint Tax Returns for ZIP Code 45240 3,570
Total Number of Dependents for ZIP Code 45240 10,110
Total Adjusted Gross Income for ZIP Code 45240 629,814
Average Income per Person for ZIP Code 45240 $23

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


Adjusted Gross Income: 1 under $25,000

Number of returns 5,270
Number of single returns 3,480
Number of joint returns 410
Number of head of household returns 1,280
Number of returns with paid preparer's signature 1,940
Number of exemptions 7,790
Number of dependents 3,070
Total number of volunteer prepared returns [5] 210
Number of volunteer income tax assistance (VITA) prepared returns [3] 110
Number of tax counseling for the elderly (TCE) prepared returns [3] 100
Number of volunteer prepared returns with Earned Income Credit 60
Number of refund anticipation check returns [3] 1,110
Number of elderly returns [4] 830
Adjust gross income (AGI) [5] $67,785,000
Number of returns with total income 5,270
Salaries and wages amount $68,525,000
Number of returns with salaries and wages 4,470
Salaries and wages amount $56,135
Number of returns with taxable interest 320
Taxable interest amount $100
Number of returns with ordinary dividends 220
Ordinary dividends amount $277,000
Number of returns with qualified dividends 200
Qualified dividends amount [6] $190
Number of returns with state and local income tax refunds 100
State and local income tax refunds amount $32
Number of returns with business or professional net income (less loss) 680
Business or professional net income (less loss) amount $3,951,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $111,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $1,351,000
Number of returns with taxable pensions and annuities 620
Taxable pensions and annuities amount $5,865,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $372,000
Number of returns with taxable Social Security benefits 230
Taxable Social Security benefits amount $556,000
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 740
Total statutory adjustments amount $740,000
Number of returns with educator expenses 20
Educator expenses amount $5,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $138,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $77,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 210
Total itemized deductions amount $2,632,000
Amount of AGI for itemized returns $3,347,000
Number of returns with State and local income taxes 100
State and local income taxes amount $66,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $55,000
Number of returns with real estate taxes 150
Real estate taxes amount $423,000
Number of returns with taxes paid 200
Taxes paid amount $574,000
Number of returns with mortgage interest paid 130
Mortgage interest paid amount $652,000
Number of returns with contributions 140
Contributions amount $334,000
Number of returns with taxable income 2,280
Taxable income amount $13,582,000
Number of returns with income tax before credits 2,270
Income tax before credits amount $1,432,000
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 $235,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $18,000
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $103,000
Number of returns with retirement savings contribution credit 250
Retirement savings contribution credit amount $37,000
Number of returns with child tax credit 230
Child tax credit amount $74,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 510
Self-employment tax amount $703,000
Number of returns with total tax payments 4,980
Total tax payments amount $13,022,000
Number of returns with earned income credit 2,040
Earned income credit amount [8] $6,094,000
Number of returns with excess earned income credit 1,890
Excess earned income credit (refundable) amount [9] $5,576,000
Number of returns with additional child tax credit 1,420
Additional child tax credit amount $1,892,000
Number of returns with refundable education credit 340
Refundable education credit amount $297,000
Number of returns with income tax 1,800
Income tax amount [10] $1,197,000
Number of returns with tax liability 2,310
Total tax liability amount [11] $1,984,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 310
Tax due at time of filing amount [12] $247,000
Number of returns with overpayments refunded 4,780
Overpayments refunded amount [13] $11,256,000
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 4,490
Number of single returns 2,070
Number of joint returns 750
Number of head of household returns 1,350
Number of returns with paid preparer's signature 1,850
Number of exemptions 8,940
Number of dependents 3,710
Total number of volunteer prepared returns [5] 200
Number of volunteer income tax assistance (VITA) prepared returns [3] 120
Number of tax counseling for the elderly (TCE) prepared returns [3] 80
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 1,010
Number of elderly returns [4] 880
Adjust gross income (AGI) [5] $161,925,000
Number of returns with total income 4,490
Salaries and wages amount $163,139,000
Number of returns with salaries and wages 4,020
Salaries and wages amount $138,633
Number of returns with taxable interest 430
Taxable interest amount $195
Number of returns with ordinary dividends 310
Ordinary dividends amount $512,000
Number of returns with qualified dividends 280
Qualified dividends amount [6] $411
Number of returns with state and local income tax refunds 340
State and local income tax refunds amount $127
Number of returns with business or professional net income (less loss) 460
Business or professional net income (less loss) amount $1,888,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $432,000
Number of returns with taxable individual retirement arrangements distributions 240
Taxable individual retirement arrangements distributions amount $2,339,000
Number of returns with taxable pensions and annuities 810
Taxable pensions and annuities amount $14,256,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $476,000
Number of returns with taxable Social Security benefits 600
Taxable Social Security benefits amount $4,141,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount ($67,000)
Number of returns with total statutory adjustments 780
Total statutory adjustments amount $1,214,000
Number of returns with educator expenses 40
Educator expenses amount $9,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $105,000
Number of returns with IRA payments 50
IRA payments amount $130,000
Number of returns with student loan interest deduction 440
Student loan interest deduction amount $478,000
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 720
Total itemized deductions amount $9,920,000
Amount of AGI for itemized returns $28,038,000
Number of returns with State and local income taxes 620
State and local income taxes amount $1,133,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $101,000
Number of returns with real estate taxes 560
Real estate taxes amount $1,664,000
Number of returns with taxes paid 720
Taxes paid amount $3,033,000
Number of returns with mortgage interest paid 510
Mortgage interest paid amount $2,288,000
Number of returns with contributions 520
Contributions amount $1,836,000
Number of returns with taxable income 4,350
Taxable income amount $84,289,000
Number of returns with income tax before credits 4,340
Income tax before credits amount $10,446,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,040
Total tax credits amount $1,865,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 260
Child and dependent care credit amount $148,000
Number of returns with nonrefundable education credit 360
Nonrefundable education credit amount $396,000
Number of returns with retirement savings contribution credit 780
Retirement savings contribution credit amount $124,000
Number of returns with child tax credit 1,270
Child tax credit amount $1,167,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $26,000
Number of returns with self-employment tax 230
Self-employment tax amount $511,000
Number of returns with total tax payments 4,430
Total tax payments amount $19,593,000
Number of returns with earned income credit 1,270
Earned income credit amount [8] $2,823,000
Number of returns with excess earned income credit 1,060
Excess earned income credit (refundable) amount [9] $2,486,000
Number of returns with additional child tax credit 1,020
Additional child tax credit amount $1,539,000
Number of returns with refundable education credit 290
Refundable education credit amount $269,000
Number of returns with income tax 3,350
Income tax amount [10] $8,581,000
Number of returns with tax liability 3,510
Total tax liability amount [11] $9,221,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 630
Tax due at time of filing amount [12] $834,000
Number of returns with overpayments refunded 3,830
Overpayments refunded amount [13] $11,125,000
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 2,220
Number of single returns 810
Number of joint returns 740
Number of head of household returns 460
Number of returns with paid preparer's signature 1,020
Number of exemptions 4,570
Number of dependents 1,610
Total number of volunteer prepared returns [5] 90
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
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] 330
Number of elderly returns [4] 680
Adjust gross income (AGI) [5] $135,228,000
Number of returns with total income 2,220
Salaries and wages amount $136,103,000
Number of returns with salaries and wages 1,920
Salaries and wages amount $105,645
Number of returns with taxable interest 460
Taxable interest amount $212
Number of returns with ordinary dividends 320
Ordinary dividends amount $968,000
Number of returns with qualified dividends 300
Qualified dividends amount [6] $742
Number of returns with state and local income tax refunds 520
State and local income tax refunds amount $227
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $1,650,000
Number of returns with net capital gain (less loss) 200
Net capital gain (less loss) amount $738,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $3,005,000
Number of returns with taxable pensions and annuities 620
Taxable pensions and annuities amount $16,731,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $213,000
Number of returns with taxable Social Security benefits 440
Taxable Social Security benefits amount $6,487,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 550
Total statutory adjustments amount $875,000
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 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 30
IRA payments amount $101,000
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $318,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $67,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 870
Total itemized deductions amount $13,442,000
Amount of AGI for itemized returns $53,626,000
Number of returns with State and local income taxes 800
State and local income taxes amount $2,158,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $57,000
Number of returns with real estate taxes 740
Real estate taxes amount $2,440,000
Number of returns with taxes paid 860
Taxes paid amount $4,769,000
Number of returns with mortgage interest paid 710
Mortgage interest paid amount $3,429,000
Number of returns with contributions 660
Contributions amount $2,399,000
Number of returns with taxable income 2,210
Taxable income amount $90,022,000
Number of returns with income tax before credits 2,210
Income tax before credits amount $12,823,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 850
Total tax credits amount $1,266,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $51,000
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $262,000
Number of returns with retirement savings contribution credit 120
Retirement savings contribution credit amount $19,000
Number of returns with child tax credit 590
Child tax credit amount $902,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $17,000
Number of returns with self-employment tax 150
Self-employment tax amount $348,000
Number of returns with total tax payments 2,190
Total tax payments amount $15,570,000
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 110
Additional child tax credit amount $164,000
Number of returns with refundable education credit 150
Refundable education credit amount $147,000
Number of returns with income tax 2,110
Income tax amount [10] $11,557,000
Number of returns with tax liability 2,120
Total tax liability amount [11] $11,979,000
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] $1,121,000
Number of returns with overpayments refunded 1,670
Overpayments refunded amount [13] $4,606,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $67,000

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

Number of returns 1,140
Number of single returns 240
Number of joint returns 710
Number of head of household returns 120
Number of returns with paid preparer's signature 550
Number of exemptions 2,650
Number of dependents 800
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] 140
Number of elderly returns [4] 380
Adjust gross income (AGI) [5] $97,990,000
Number of returns with total income 1,140
Salaries and wages amount $98,740,000
Number of returns with salaries and wages 1,020
Salaries and wages amount $74,505
Number of returns with taxable interest 310
Taxable interest amount $211
Number of returns with ordinary dividends 240
Ordinary dividends amount $678,000
Number of returns with qualified dividends 220
Qualified dividends amount [6] $552
Number of returns with state and local income tax refunds 390
State and local income tax refunds amount $215
Number of returns with business or professional net income (less loss) 170
Business or professional net income (less loss) amount $1,336,000
Number of returns with net capital gain (less loss) 150
Net capital gain (less loss) amount $755,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $3,175,000
Number of returns with taxable pensions and annuities 390
Taxable pensions and annuities amount $12,331,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $180,000
Number of returns with taxable Social Security benefits 270
Taxable Social Security benefits amount $4,964,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $209,000
Number of returns with total statutory adjustments 320
Total statutory adjustments amount $750,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
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 $119,000
Number of returns with IRA payments 20
IRA payments amount $85,000
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $237,000
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 580
Total itemized deductions amount $10,160,000
Amount of AGI for itemized returns $50,280,000
Number of returns with State and local income taxes 550
State and local income taxes amount $2,144,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $55,000
Number of returns with real estate taxes 540
Real estate taxes amount $1,782,000
Number of returns with taxes paid 580
Taxes paid amount $4,035,000
Number of returns with mortgage interest paid 500
Mortgage interest paid amount $2,513,000
Number of returns with contributions 480
Contributions amount $2,019,000
Number of returns with taxable income 1,140
Taxable income amount $70,433,000
Number of returns with income tax before credits 1,140
Income tax before credits amount $10,601,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 420
Total tax credits amount $690,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $4,000
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 100
Nonrefundable education credit amount $139,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 300
Child tax credit amount $474,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $7,000
Number of returns with self-employment tax 100
Self-employment tax amount $281,000
Number of returns with total tax payments 1,130
Total tax payments amount $11,772,000
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 80
Refundable education credit amount $74,000
Number of returns with income tax 1,130
Income tax amount [10] $9,911,000
Number of returns with tax liability 1,130
Total tax liability amount [11] $10,340,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 340
Tax due at time of filing amount [12] $979,000
Number of returns with overpayments refunded 790
Overpayments refunded amount [13] $2,361,000
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 1,090
Number of single returns 130
Number of joint returns 870
Number of head of household returns 60
Number of returns with paid preparer's signature 500
Number of exemptions 2,830
Number of dependents 860
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] 430
Adjust gross income (AGI) [5] $139,526,000
Number of returns with total income 1,090
Salaries and wages amount $140,347,000
Number of returns with salaries and wages 990
Salaries and wages amount $103,932
Number of returns with taxable interest 420
Taxable interest amount $252
Number of returns with ordinary dividends 350
Ordinary dividends amount $1,580,000
Number of returns with qualified dividends 330
Qualified dividends amount [6] $1,275
Number of returns with state and local income tax refunds 480
State and local income tax refunds amount $287
Number of returns with business or professional net income (less loss) 180
Business or professional net income (less loss) amount $1,560,000
Number of returns with net capital gain (less loss) 230
Net capital gain (less loss) amount $1,985,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $5,753,000
Number of returns with taxable pensions and annuities 440
Taxable pensions and annuities amount $17,467,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $179,000
Number of returns with taxable Social Security benefits 270
Taxable Social Security benefits amount $5,874,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $1,150,000
Number of returns with total statutory adjustments 370
Total statutory adjustments amount $821,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 30
IRA payments amount $110,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $240,000
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 780
Total itemized deductions amount $17,324,000
Amount of AGI for itemized returns $101,432,000
Number of returns with State and local income taxes 760
State and local income taxes amount $4,655,000
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 740
Real estate taxes amount $2,745,000
Number of returns with taxes paid 780
Taxes paid amount $7,535,000
Number of returns with mortgage interest paid 680
Mortgage interest paid amount $3,911,000
Number of returns with contributions 690
Contributions amount $3,982,000
Number of returns with taxable income 1,090
Taxable income amount $106,852,000
Number of returns with income tax before credits 1,090
Income tax before credits amount $18,165,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $34,000
Number of returns with total tax credits 430
Total tax credits amount $594,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $35,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $220,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 210
Child tax credit amount $289,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 130
Self-employment tax amount $375,000
Number of returns with total tax payments 1,090
Total tax payments amount $18,833,000
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 120
Refundable education credit amount $132,000
Number of returns with income tax 1,090
Income tax amount [10] $17,571,000
Number of returns with tax liability 1,090
Total tax liability amount [11] $18,083,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 410
Tax due at time of filing amount [12] $1,669,000
Number of returns with overpayments refunded 660
Overpayments refunded amount [13] $2,286,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $58,000

Adjusted Gross Income: $200,000 or more

Number of returns 100
Number of single returns 0
Number of joint returns 90
Number of head of household returns 0
Number of returns with paid preparer's signature 60
Number of exemptions 250
Number of dependents 60
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] 40
Adjust gross income (AGI) [5] $27,360,000
Number of returns with total income 100
Salaries and wages amount $27,410,000
Number of returns with salaries and wages 90
Salaries and wages amount $17,376
Number of returns with taxable interest 70
Taxable interest amount $25
Number of returns with ordinary dividends 60
Ordinary dividends amount $1,272,000
Number of returns with qualified dividends 60
Qualified dividends amount [6] $1,089
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $66
Number of returns with business or professional net income (less loss) 20
Business or professional net income (less loss) amount $181,000
Number of returns with net capital gain (less loss) 40
Net capital gain (less loss) amount $826,000
Number of returns with taxable individual retirement arrangements distributions 30
Taxable individual retirement arrangements distributions amount $2,490,000
Number of returns with taxable pensions and annuities 50
Taxable pensions and annuities amount $3,441,000
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 $606,000
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 $50,000
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 90
Total itemized deductions amount $3,407,000
Amount of AGI for itemized returns $26,051,000
Number of returns with State and local income taxes 90
State and local income taxes amount $1,331,000
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 90
Real estate taxes amount $454,000
Number of returns with taxes paid 90
Taxes paid amount $1,811,000
Number of returns with mortgage interest paid 80
Mortgage interest paid amount $419,000
Number of returns with contributions 90
Contributions amount $763,000
Number of returns with taxable income 100
Taxable income amount $22,993,000
Number of returns with income tax before credits 100
Income tax before credits amount $5,368,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $124,000
Number of returns with total tax credits 30
Total tax credits amount $7,000
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 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 100
Total tax payments amount $5,059,000
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 100
Income tax amount [10] $5,330,000
Number of returns with tax liability 100
Total tax liability amount [11] $5,541,000
Number of returns with net investment income tax 50
Net investment income tax $35,000
Number of returns with tax due at time of filing 60
Tax due at time of filing amount [12] $752,000
Number of returns with overpayments refunded 40
Overpayments refunded amount [13] $223,000
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.