ZIP Code 45244 2017 Income Tax Stats

Individual Income by ZIP Code -- Tax Statistics: 2017

ZIP Code 45244 Data

Zip Code:45244
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]

45244 Income Tax Overview

Total Number of Tax Returns for ZIP Code 45244 [1] 14,160
Total Number of Single Tax Returns for ZIP Code 45244 4,700
Total Number of Joint Tax Returns for ZIP Code 45244 6,180
Total Number of Dependents for ZIP Code 45244 9,340
Total Adjusted Gross Income for ZIP Code 45244 1,468,049
Average Income per Person for ZIP Code 45244 $51

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


Adjusted Gross Income: 1 under $25,000

Number of returns 4,070
Number of single returns 3,300
Number of joint returns 340
Number of head of household returns 360
Number of returns with paid preparer's signature 1,500
Number of exemptions 3,680
Number of dependents 840
Total number of volunteer prepared returns [5] 120
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
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] 410
Number of elderly returns [4] 690
Adjust gross income (AGI) [5] $44,331,000
Number of returns with total income 4,070
Salaries and wages amount $45,153,000
Number of returns with salaries and wages 3,280
Salaries and wages amount $34,091
Number of returns with taxable interest 570
Taxable interest amount $333
Number of returns with ordinary dividends 610
Ordinary dividends amount $943,000
Number of returns with qualified dividends 580
Qualified dividends amount [6] $713
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $23
Number of returns with business or professional net income (less loss) 420
Business or professional net income (less loss) amount $3,121,000
Number of returns with net capital gain (less loss) 460
Net capital gain (less loss) amount $859,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $1,530,000
Number of returns with taxable pensions and annuities 440
Taxable pensions and annuities amount $3,527,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $253,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $333,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $183,000
Number of returns with total statutory adjustments 580
Total statutory adjustments amount $822,000
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 50
Self-employment health insurance deduction amount $175,000
Number of returns with IRA payments 20
IRA payments amount $84,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $146,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $58,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 210
Total itemized deductions amount $3,681,000
Amount of AGI for itemized returns $2,782,000
Number of returns with State and local income taxes 60
State and local income taxes amount $45,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $58,000
Number of returns with real estate taxes 170
Real estate taxes amount $631,000
Number of returns with taxes paid 200
Taxes paid amount $756,000
Number of returns with mortgage interest paid 120
Mortgage interest paid amount $616,000
Number of returns with contributions 130
Contributions amount $220,000
Number of returns with taxable income 1,970
Taxable income amount $11,636,000
Number of returns with income tax before credits 1,870
Income tax before credits amount $1,213,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 440
Total tax credits amount $142,000
Number of returns with foreign tax credit 60
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 110
Nonrefundable education credit amount $75,000
Number of returns with retirement savings contribution credit 170
Retirement savings contribution credit amount $29,000
Number of returns with child tax credit 90
Child tax credit amount $27,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 390
Self-employment tax amount $502,000
Number of returns with total tax payments 3,650
Total tax payments amount $5,754,000
Number of returns with earned income credit 820
Earned income credit amount [8] $1,809,000
Number of returns with excess earned income credit 700
Excess earned income credit (refundable) amount [9] $1,542,000
Number of returns with additional child tax credit 410
Additional child tax credit amount $472,000
Number of returns with refundable education credit 110
Refundable education credit amount $106,000
Number of returns with income tax 1,630
Income tax amount [10] $1,071,000
Number of returns with tax liability 1,950
Total tax liability amount [11] $1,640,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 400
Tax due at time of filing amount [12] $305,000
Number of returns with overpayments refunded 3,370
Overpayments refunded amount [13] $4,365,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $36,000

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

Number of returns 2,640
Number of single returns 1,500
Number of joint returns 540
Number of head of household returns 380
Number of returns with paid preparer's signature 1,050
Number of exemptions 4,260
Number of dependents 1,120
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 420
Number of elderly returns [4] 600
Adjust gross income (AGI) [5] $97,192,000
Number of returns with total income 2,640
Salaries and wages amount $98,815,000
Number of returns with salaries and wages 2,260
Salaries and wages amount $78,044
Number of returns with taxable interest 490
Taxable interest amount $313
Number of returns with ordinary dividends 440
Ordinary dividends amount $1,381,000
Number of returns with qualified dividends 410
Qualified dividends amount [6] $981
Number of returns with state and local income tax refunds 210
State and local income tax refunds amount $89
Number of returns with business or professional net income (less loss) 290
Business or professional net income (less loss) amount $3,837,000
Number of returns with net capital gain (less loss) 320
Net capital gain (less loss) amount $1,057,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $2,714,000
Number of returns with taxable pensions and annuities 430
Taxable pensions and annuities amount $7,264,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $284,000
Number of returns with taxable Social Security benefits 440
Taxable Social Security benefits amount $3,114,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $600,000
Number of returns with total statutory adjustments 650
Total statutory adjustments amount $1,623,000
Number of returns with educator expenses 60
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $243,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $330,000
Number of returns with IRA payments 50
IRA payments amount $235,000
Number of returns with student loan interest deduction 340
Student loan interest deduction amount $381,000
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 460
Total itemized deductions amount $6,829,000
Amount of AGI for itemized returns $18,058,000
Number of returns with State and local income taxes 330
State and local income taxes amount $491,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $95,000
Number of returns with real estate taxes 380
Real estate taxes amount $1,376,000
Number of returns with taxes paid 450
Taxes paid amount $1,987,000
Number of returns with mortgage interest paid 310
Mortgage interest paid amount $1,454,000
Number of returns with contributions 290
Contributions amount $730,000
Number of returns with taxable income 2,580
Taxable income amount $55,672,000
Number of returns with income tax before credits 2,550
Income tax before credits amount $6,906,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 900
Total tax credits amount $717,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $44,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $148,000
Number of returns with retirement savings contribution credit 370
Retirement savings contribution credit amount $67,000
Number of returns with child tax credit 460
Child tax credit amount $448,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 230
Self-employment tax amount $710,000
Number of returns with total tax payments 2,570
Total tax payments amount $11,065,000
Number of returns with earned income credit 430
Earned income credit amount [8] $829,000
Number of returns with excess earned income credit 320
Excess earned income credit (refundable) amount [9] $658,000
Number of returns with additional child tax credit 280
Additional child tax credit amount $388,000
Number of returns with refundable education credit 90
Refundable education credit amount $83,000
Number of returns with income tax 2,270
Income tax amount [10] $6,189,000
Number of returns with tax liability 2,350
Total tax liability amount [11] $6,986,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 420
Tax due at time of filing amount [12] $705,000
Number of returns with overpayments refunded 2,190
Overpayments refunded amount [13] $4,690,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $59,000

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

Number of returns 1,710
Number of single returns 640
Number of joint returns 670
Number of head of household returns 190
Number of returns with paid preparer's signature 820
Number of exemptions 3,380
Number of dependents 1,010
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] 180
Number of elderly returns [4] 510
Adjust gross income (AGI) [5] $105,265,000
Number of returns with total income 1,710
Salaries and wages amount $106,728,000
Number of returns with salaries and wages 1,460
Salaries and wages amount $79,791
Number of returns with taxable interest 500
Taxable interest amount $354
Number of returns with ordinary dividends 480
Ordinary dividends amount $1,944,000
Number of returns with qualified dividends 460
Qualified dividends amount [6] $1,538
Number of returns with state and local income tax refunds 410
State and local income tax refunds amount $222
Number of returns with business or professional net income (less loss) 250
Business or professional net income (less loss) amount $3,071,000
Number of returns with net capital gain (less loss) 350
Net capital gain (less loss) amount $1,765,000
Number of returns with taxable individual retirement arrangements distributions 250
Taxable individual retirement arrangements distributions amount $3,817,000
Number of returns with taxable pensions and annuities 400
Taxable pensions and annuities amount $9,143,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $257,000
Number of returns with taxable Social Security benefits 360
Taxable Social Security benefits amount $5,490,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $633,000
Number of returns with total statutory adjustments 550
Total statutory adjustments amount $1,463,000
Number of returns with educator expenses 60
Educator expenses amount $13,000
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 $286,000
Number of returns with IRA payments 40
IRA payments amount $173,000
Number of returns with student loan interest deduction 270
Student loan interest deduction amount $313,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $60,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 690
Total itemized deductions amount $10,575,000
Amount of AGI for itemized returns $43,275,000
Number of returns with State and local income taxes 590
State and local income taxes amount $1,486,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $110,000
Number of returns with real estate taxes 600
Real estate taxes amount $2,404,000
Number of returns with taxes paid 690
Taxes paid amount $4,092,000
Number of returns with mortgage interest paid 520
Mortgage interest paid amount $2,610,000
Number of returns with contributions 470
Contributions amount $1,114,000
Number of returns with taxable income 1,700
Taxable income amount $70,924,000
Number of returns with income tax before credits 1,690
Income tax before credits amount $9,981,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 680
Total tax credits amount $864,000
Number of returns with foreign tax credit 130
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 90
Nonrefundable education credit amount $126,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $23,000
Number of returns with child tax credit 430
Child tax credit amount $643,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $18,000
Number of returns with self-employment tax 200
Self-employment tax amount $503,000
Number of returns with total tax payments 1,680
Total tax payments amount $12,634,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 80
Additional child tax credit amount $104,000
Number of returns with refundable education credit 60
Refundable education credit amount $62,000
Number of returns with income tax 1,620
Income tax amount [10] $9,117,000
Number of returns with tax liability 1,650
Total tax liability amount [11] $9,705,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 390
Tax due at time of filing amount [12] $855,000
Number of returns with overpayments refunded 1,280
Overpayments refunded amount [13] $3,640,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $100,000

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

Number of returns 1,310
Number of single returns 270
Number of joint returns 820
Number of head of household returns 70
Number of returns with paid preparer's signature 650
Number of exemptions 3,090
Number of dependents 960
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] 420
Adjust gross income (AGI) [5] $114,181,000
Number of returns with total income 1,310
Salaries and wages amount $115,662,000
Number of returns with salaries and wages 1,120
Salaries and wages amount $82,547
Number of returns with taxable interest 540
Taxable interest amount $515
Number of returns with ordinary dividends 510
Ordinary dividends amount $2,451,000
Number of returns with qualified dividends 480
Qualified dividends amount [6] $1,905
Number of returns with state and local income tax refunds 480
State and local income tax refunds amount $306
Number of returns with business or professional net income (less loss) 240
Business or professional net income (less loss) amount $4,051,000
Number of returns with net capital gain (less loss) 400
Net capital gain (less loss) amount $1,999,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $5,193,000
Number of returns with taxable pensions and annuities 350
Taxable pensions and annuities amount $10,029,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $225,000
Number of returns with taxable Social Security benefits 290
Taxable Social Security benefits amount $5,803,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $1,662,000
Number of returns with total statutory adjustments 460
Total statutory adjustments amount $1,481,000
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 50
Self-employment health insurance deduction amount $284,000
Number of returns with IRA payments 40
IRA payments amount $154,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $232,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $107,000
Number of returns with itemized deductions 770
Total itemized deductions amount $14,305,000
Amount of AGI for itemized returns $67,246,000
Number of returns with State and local income taxes 700
State and local income taxes amount $2,483,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $74,000
Number of returns with real estate taxes 720
Real estate taxes amount $3,433,000
Number of returns with taxes paid 770
Taxes paid amount $6,097,000
Number of returns with mortgage interest paid 630
Mortgage interest paid amount $3,547,000
Number of returns with contributions 590
Contributions amount $1,838,000
Number of returns with taxable income 1,310
Taxable income amount $81,101,000
Number of returns with income tax before credits 1,300
Income tax before credits amount $12,082,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 580
Total tax credits amount $878,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $18,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $38,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $145,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 370
Child tax credit amount $609,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 190
Self-employment tax amount $672,000
Number of returns with total tax payments 1,300
Total tax payments amount $13,816,000
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 70
Refundable education credit amount $77,000
Number of returns with income tax 1,280
Income tax amount [10] $11,204,000
Number of returns with tax liability 1,290
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 390
Tax due at time of filing amount [12] $1,102,000
Number of returns with overpayments refunded 880
Overpayments refunded amount [13] $2,786,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $139,000

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

Number of returns 2,700
Number of single returns 230
Number of joint returns 2,240
Number of head of household returns 90
Number of returns with paid preparer's signature 1,320
Number of exemptions 7,960
Number of dependents 3,020
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] 140
Number of elderly returns [4] 830
Adjust gross income (AGI) [5] $378,919,000
Number of returns with total income 2,700
Salaries and wages amount $384,979,000
Number of returns with salaries and wages 2,360
Salaries and wages amount $280,345
Number of returns with taxable interest 1,420
Taxable interest amount $1,414
Number of returns with ordinary dividends 1,450
Ordinary dividends amount $11,173,000
Number of returns with qualified dividends 1,390
Qualified dividends amount [6] $9,166
Number of returns with state and local income tax refunds 1,390
State and local income tax refunds amount $1,277
Number of returns with business or professional net income (less loss) 600
Business or professional net income (less loss) amount $13,487,000
Number of returns with net capital gain (less loss) 1,150
Net capital gain (less loss) amount $10,458,000
Number of returns with taxable individual retirement arrangements distributions 590
Taxable individual retirement arrangements distributions amount $17,970,000
Number of returns with taxable pensions and annuities 690
Taxable pensions and annuities amount $25,260,000
Number of farm returns 40
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $303,000
Number of returns with taxable Social Security benefits 530
Taxable Social Security benefits amount $12,419,000
Number of returns with partnership/S-corp net income (less loss) 340
Partnership/S-corp net income (less loss) amount $8,828,000
Number of returns with total statutory adjustments 1,100
Total statutory adjustments amount $6,060,000
Number of returns with educator expenses 140
Educator expenses amount $35,000
Number of returns with self-employment retirement plans 70
Self-employment retirement plans amount $1,188,000
Number of returns with self-employment health insurance deduction 140
Self-employment health insurance deduction amount $1,225,000
Number of returns with IRA payments 100
IRA payments amount $505,000
Number of returns with student loan interest deduction 360
Student loan interest deduction amount $411,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $113,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,250
Total itemized deductions amount $54,787,000
Amount of AGI for itemized returns $322,081,000
Number of returns with State and local income taxes 2,170
State and local income taxes amount $13,609,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $111,000
Number of returns with real estate taxes 2,160
Real estate taxes amount $14,256,000
Number of returns with taxes paid 2,250
Taxes paid amount $28,118,000
Number of returns with mortgage interest paid 1,930
Mortgage interest paid amount $13,989,000
Number of returns with contributions 1,960
Contributions amount $7,355,000
Number of returns with taxable income 2,690
Taxable income amount $286,126,000
Number of returns with income tax before credits 2,690
Income tax before credits amount $49,229,000
Number of returns with alternative minimum tax 160
Alternative minimum tax amount $326,000
Number of returns with total tax credits 1,430
Total tax credits amount $1,666,000
Number of returns with foreign tax credit 560
Foreign tax credit amount $114,000
Number of returns with child and dependent care credit 320
Child and dependent care credit amount $175,000
Number of returns with nonrefundable education credit 280
Nonrefundable education credit amount $433,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 580
Child tax credit amount $749,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $24,000
Number of returns with self-employment tax 500
Self-employment tax amount $2,145,000
Number of returns with total tax payments 2,680
Total tax payments amount $54,343,000
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 250
Refundable education credit amount $270,000
Number of returns with income tax 2,680
Income tax amount [10] $47,564,000
Number of returns with tax liability 2,690
Total tax liability amount [11] $50,007,000
Number of returns with net investment income tax 50
Net investment income tax $14,000
Number of returns with tax due at time of filing 970
Tax due at time of filing amount [12] $4,222,000
Number of returns with overpayments refunded 1,590
Overpayments refunded amount [13] $7,296,000
Number of returns with credit to next year’s estimated tax 190
Credited to next year’s estimated tax amount $1,193,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,730
Number of single returns 90
Number of joint returns 1,570
Number of head of household returns 20
Number of returns with paid preparer's signature 1,110
Number of exemptions 5,690
Number of dependents 2,390
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 40
Number of elderly returns [4] 440
Adjust gross income (AGI) [5] $728,161,000
Number of returns with total income 1,730
Salaries and wages amount $742,873,000
Number of returns with salaries and wages 1,580
Salaries and wages amount $457,134
Number of returns with taxable interest 1,340
Taxable interest amount $3,837
Number of returns with ordinary dividends 1,320
Ordinary dividends amount $26,639,000
Number of returns with qualified dividends 1,280
Qualified dividends amount [6] $22,137
Number of returns with state and local income tax refunds 920
State and local income tax refunds amount $2,696
Number of returns with business or professional net income (less loss) 450
Business or professional net income (less loss) amount $28,104,000
Number of returns with net capital gain (less loss) 1,180
Net capital gain (less loss) amount $93,322,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $14,449,000
Number of returns with taxable pensions and annuities 310
Taxable pensions and annuities amount $11,741,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $85,000
Number of returns with taxable Social Security benefits 210
Taxable Social Security benefits amount $5,470,000
Number of returns with partnership/S-corp net income (less loss) 540
Partnership/S-corp net income (less loss) amount $90,564,000
Number of returns with total statutory adjustments 670
Total statutory adjustments amount $14,712,000
Number of returns with educator expenses 40
Educator expenses amount $9,000
Number of returns with self-employment retirement plans 170
Self-employment retirement plans amount $5,795,000
Number of returns with self-employment health insurance deduction 220
Self-employment health insurance deduction amount $2,841,000
Number of returns with IRA payments 20
IRA payments amount $215,000
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 60
Domestic production activities deduction amount $1,708,000
Number of returns with itemized deductions 1,690
Total itemized deductions amount $79,775,000
Amount of AGI for itemized returns $714,077,000
Number of returns with State and local income taxes 1,660
State and local income taxes amount $33,585,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $77,000
Number of returns with real estate taxes 1,650
Real estate taxes amount $17,710,000
Number of returns with taxes paid 1,690
Taxes paid amount $51,492,000
Number of returns with mortgage interest paid 1,400
Mortgage interest paid amount $13,744,000
Number of returns with contributions 1,590
Contributions amount $15,970,000
Number of returns with taxable income 1,730
Taxable income amount $632,843,000
Number of returns with income tax before credits 1,730
Income tax before credits amount $165,070,000
Number of returns with alternative minimum tax 1,120
Alternative minimum tax amount $5,879,000
Number of returns with total tax credits 880
Total tax credits amount $1,845,000
Number of returns with foreign tax credit 700
Foreign tax credit amount $740,000
Number of returns with child and dependent care credit 180
Child and dependent care credit amount $98,000
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 50
Residential energy tax credit amount $28,000
Number of returns with self-employment tax 460
Self-employment tax amount $4,100,000
Number of returns with total tax payments 1,720
Total tax payments amount $167,065,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 1,730
Income tax amount [10] $163,226,000
Number of returns with tax liability 1,730
Total tax liability amount [11] $171,820,000
Number of returns with net investment income tax 1,050
Net investment income tax $2,541,000
Number of returns with tax due at time of filing 850
Tax due at time of filing amount [12] $19,157,000
Number of returns with overpayments refunded 640
Overpayments refunded amount [13] $6,205,000
Number of returns with credit to next year’s estimated tax 280
Credited to next year’s estimated tax amount $8,047,000

[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.