ZIP Code 45246 2017 Income Tax Stats

Individual Income by ZIP Code -- Tax Statistics: 2017

ZIP Code 45246 Data

Zip Code:45246
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]

45246 Income Tax Overview

Total Number of Tax Returns for ZIP Code 45246 [1] 7,750
Total Number of Single Tax Returns for ZIP Code 45246 1,910
Total Number of Joint Tax Returns for ZIP Code 45246 2,080
Total Number of Dependents for ZIP Code 45246 5,160
Total Adjusted Gross Income for ZIP Code 45246 486,011
Average Income per Person for ZIP Code 45246 $32

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


Adjusted Gross Income: 1 under $25,000

Number of returns 2,560
Number of single returns 1,770
Number of joint returns 220
Number of head of household returns 520
Number of returns with paid preparer's signature 1,080
Number of exemptions 3,730
Number of dependents 1,360
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 20
Number of refund anticipation check returns [3] 440
Number of elderly returns [4] 560
Adjust gross income (AGI) [5] $32,967,000
Number of returns with total income 2,560
Salaries and wages amount $33,399,000
Number of returns with salaries and wages 1,960
Salaries and wages amount $25,903
Number of returns with taxable interest 280
Taxable interest amount $149
Number of returns with ordinary dividends 270
Ordinary dividends amount $659,000
Number of returns with qualified dividends 250
Qualified dividends amount [6] $464
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $16
Number of returns with business or professional net income (less loss) 350
Business or professional net income (less loss) amount $2,138,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $251,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $1,207,000
Number of returns with taxable pensions and annuities 380
Taxable pensions and annuities amount $3,117,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $161,000
Number of returns with taxable Social Security benefits 130
Taxable Social Security benefits amount $240,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $34,000
Number of returns with total statutory adjustments 350
Total statutory adjustments amount $432,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
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 $112,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $65,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $78,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 150
Total itemized deductions amount $2,544,000
Amount of AGI for itemized returns $2,337,000
Number of returns with State and local income taxes 60
State and local income taxes amount $78,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $38,000
Number of returns with real estate taxes 100
Real estate taxes amount $318,000
Number of returns with taxes paid 140
Taxes paid amount $439,000
Number of returns with mortgage interest paid 80
Mortgage interest paid amount $335,000
Number of returns with contributions 100
Contributions amount $247,000
Number of returns with taxable income 1,110
Taxable income amount $6,698,000
Number of returns with income tax before credits 1,070
Income tax before credits amount $696,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 320
Total tax credits amount $94,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $36,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $19,000
Number of returns with child tax credit 110
Child tax credit amount $33,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 250
Self-employment tax amount $379,000
Number of returns with total tax payments 2,260
Total tax payments amount $5,349,000
Number of returns with earned income credit 800
Earned income credit amount [8] $2,205,000
Number of returns with excess earned income credit 730
Excess earned income credit (refundable) amount [9] $1,982,000
Number of returns with additional child tax credit 610
Additional child tax credit amount $853,000
Number of returns with refundable education credit 100
Refundable education credit amount $90,000
Number of returns with income tax 880
Income tax amount [10] $602,000
Number of returns with tax liability 1,130
Total tax liability amount [11] $1,031,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 190
Tax due at time of filing amount [12] $191,000
Number of returns with overpayments refunded 2,130
Overpayments refunded amount [13] $4,479,000
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 2,300
Number of single returns 1,150
Number of joint returns 390
Number of head of household returns 640
Number of returns with paid preparer's signature 1,040
Number of exemptions 4,870
Number of dependents 2,200
Total number of volunteer prepared returns [5] 110
Number of volunteer income tax assistance (VITA) prepared returns [3] 70
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] 460
Number of elderly returns [4] 490
Adjust gross income (AGI) [5] $83,230,000
Number of returns with total income 2,300
Salaries and wages amount $83,900,000
Number of returns with salaries and wages 1,990
Salaries and wages amount $68,547
Number of returns with taxable interest 350
Taxable interest amount $299
Number of returns with ordinary dividends 250
Ordinary dividends amount $825,000
Number of returns with qualified dividends 230
Qualified dividends amount [6] $602
Number of returns with state and local income tax refunds 140
State and local income tax refunds amount $58
Number of returns with business or professional net income (less loss) 190
Business or professional net income (less loss) amount $1,682,000
Number of returns with net capital gain (less loss) 180
Net capital gain (less loss) amount $403,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $2,110,000
Number of returns with taxable pensions and annuities 410
Taxable pensions and annuities amount $7,025,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $247,000
Number of returns with taxable Social Security benefits 340
Taxable Social Security benefits amount $2,275,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $202,000
Number of returns with total statutory adjustments 400
Total statutory adjustments amount $670,000
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 30
IRA payments amount $97,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $255,000
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 350
Total itemized deductions amount $5,692,000
Amount of AGI for itemized returns $13,484,000
Number of returns with State and local income taxes 230
State and local income taxes amount $428,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $76,000
Number of returns with real estate taxes 230
Real estate taxes amount $599,000
Number of returns with taxes paid 340
Taxes paid amount $1,141,000
Number of returns with mortgage interest paid 190
Mortgage interest paid amount $841,000
Number of returns with contributions 250
Contributions amount $747,000
Number of returns with taxable income 2,170
Taxable income amount $42,096,000
Number of returns with income tax before credits 2,160
Income tax before credits amount $5,186,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 980
Total tax credits amount $842,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $46,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $118,000
Number of returns with retirement savings contribution credit 320
Retirement savings contribution credit amount $52,000
Number of returns with child tax credit 660
Child tax credit amount $618,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $13,000
Number of returns with self-employment tax 130
Self-employment tax amount $311,000
Number of returns with total tax payments 2,240
Total tax payments amount $9,569,000
Number of returns with earned income credit 420
Earned income credit amount [8] $883,000
Number of returns with excess earned income credit 330
Excess earned income credit (refundable) amount [9] $758,000
Number of returns with additional child tax credit 550
Additional child tax credit amount $980,000
Number of returns with refundable education credit 80
Refundable education credit amount $78,000
Number of returns with income tax 1,670
Income tax amount [10] $4,343,000
Number of returns with tax liability 1,710
Total tax liability amount [11] $4,699,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 320
Tax due at time of filing amount [12] $484,000
Number of returns with overpayments refunded 1,950
Overpayments refunded amount [13] $5,259,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $66,000

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

Number of returns 1,180
Number of single returns 550
Number of joint returns 390
Number of head of household returns 160
Number of returns with paid preparer's signature 600
Number of exemptions 2,300
Number of dependents 730
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] 170
Number of elderly returns [4] 390
Adjust gross income (AGI) [5] $71,746,000
Number of returns with total income 1,180
Salaries and wages amount $72,349,000
Number of returns with salaries and wages 950
Salaries and wages amount $52,412
Number of returns with taxable interest 310
Taxable interest amount $280
Number of returns with ordinary dividends 280
Ordinary dividends amount $1,220,000
Number of returns with qualified dividends 260
Qualified dividends amount [6] $896
Number of returns with state and local income tax refunds 230
State and local income tax refunds amount $116
Number of returns with business or professional net income (less loss) 150
Business or professional net income (less loss) amount $1,039,000
Number of returns with net capital gain (less loss) 210
Net capital gain (less loss) amount $870,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $3,020,000
Number of returns with taxable pensions and annuities 340
Taxable pensions and annuities amount $8,922,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $96,000
Number of returns with taxable Social Security benefits 270
Taxable Social Security benefits amount $3,757,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $317,000
Number of returns with total statutory adjustments 280
Total statutory adjustments amount $603,000
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 30
Self-employment health insurance deduction amount $176,000
Number of returns with IRA payments 20
IRA payments amount $128,000
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 400
Total itemized deductions amount $6,317,000
Amount of AGI for itemized returns $24,911,000
Number of returns with State and local income taxes 320
State and local income taxes amount $835,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $68,000
Number of returns with real estate taxes 300
Real estate taxes amount $806,000
Number of returns with taxes paid 400
Taxes paid amount $1,751,000
Number of returns with mortgage interest paid 270
Mortgage interest paid amount $1,111,000
Number of returns with contributions 290
Contributions amount $1,005,000
Number of returns with taxable income 1,170
Taxable income amount $48,570,000
Number of returns with income tax before credits 1,160
Income tax before credits amount $6,900,000
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 $594,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $23,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $76,000
Number of returns with retirement savings contribution credit 60
Retirement savings contribution credit amount $10,000
Number of returns with child tax credit 280
Child tax credit amount $453,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 100
Self-employment tax amount $214,000
Number of returns with total tax payments 1,160
Total tax payments amount $8,319,000
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 40
Additional child tax credit amount $51,000
Number of returns with refundable education credit 40
Refundable education credit amount $45,000
Number of returns with income tax 1,120
Income tax amount [10] $6,306,000
Number of returns with tax liability 1,130
Total tax liability amount [11] $6,575,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 290
Tax due at time of filing amount [12] $587,000
Number of returns with overpayments refunded 870
Overpayments refunded amount [13] $2,263,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 670
Number of single returns 220
Number of joint returns 360
Number of head of household returns 40
Number of returns with paid preparer's signature 350
Number of exemptions 1,360
Number of dependents 330
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 60
Number of elderly returns [4] 250
Adjust gross income (AGI) [5] $57,378,000
Number of returns with total income 670
Salaries and wages amount $57,882,000
Number of returns with salaries and wages 540
Salaries and wages amount $39,135
Number of returns with taxable interest 270
Taxable interest amount $161
Number of returns with ordinary dividends 230
Ordinary dividends amount $1,681,000
Number of returns with qualified dividends 220
Qualified dividends amount [6] $1,454
Number of returns with state and local income tax refunds 200
State and local income tax refunds amount $123
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $1,039,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $1,179,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $2,688,000
Number of returns with taxable pensions and annuities 220
Taxable pensions and annuities amount $7,585,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $160,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $3,574,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $518,000
Number of returns with total statutory adjustments 190
Total statutory adjustments amount $504,000
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 100
Student loan interest deduction amount $122,000
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 310
Total itemized deductions amount $6,087,000
Amount of AGI for itemized returns $27,263,000
Number of returns with State and local income taxes 270
State and local income taxes amount $973,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $53,000
Number of returns with real estate taxes 250
Real estate taxes amount $879,000
Number of returns with taxes paid 310
Taxes paid amount $1,938,000
Number of returns with mortgage interest paid 220
Mortgage interest paid amount $1,127,000
Number of returns with contributions 260
Contributions amount $1,256,000
Number of returns with taxable income 670
Taxable income amount $41,824,000
Number of returns with income tax before credits 660
Income tax before credits amount $6,322,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 230
Total tax credits amount $281,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $14,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $64,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 120
Child tax credit amount $186,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $9,000
Number of returns with self-employment tax 70
Self-employment tax amount $203,000
Number of returns with total tax payments 660
Total tax payments amount $7,195,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 30
Refundable education credit amount $35,000
Number of returns with income tax 660
Income tax amount [10] $6,041,000
Number of returns with tax liability 660
Total tax liability amount [11] $6,287,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 190
Tax due at time of filing amount [12] $552,000
Number of returns with overpayments refunded 450
Overpayments refunded amount [13] $1,333,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $112,000

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

Number of returns 730
Number of single returns 170
Number of joint returns 490
Number of head of household returns 30
Number of returns with paid preparer's signature 410
Number of exemptions 1,570
Number of dependents 360
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] 370
Adjust gross income (AGI) [5] $98,341,000
Number of returns with total income 730
Salaries and wages amount $99,458,000
Number of returns with salaries and wages 550
Salaries and wages amount $56,551
Number of returns with taxable interest 410
Taxable interest amount $625
Number of returns with ordinary dividends 390
Ordinary dividends amount $5,319,000
Number of returns with qualified dividends 370
Qualified dividends amount [6] $4,451
Number of returns with state and local income tax refunds 340
State and local income tax refunds amount $338
Number of returns with business or professional net income (less loss) 140
Business or professional net income (less loss) amount $2,530,000
Number of returns with net capital gain (less loss) 310
Net capital gain (less loss) amount $4,740,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $8,705,000
Number of returns with taxable pensions and annuities 290
Taxable pensions and annuities amount $12,194,000
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 260
Taxable Social Security benefits amount $5,708,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,303,000
Number of returns with total statutory adjustments 250
Total statutory adjustments amount $1,117,000
Number of returns with educator expenses 30
Educator expenses amount $9,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $807,000
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $187,000
Number of returns with IRA payments 20
IRA payments amount $149,000
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $102,000
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 550
Total itemized deductions amount $15,288,000
Amount of AGI for itemized returns $76,446,000
Number of returns with State and local income taxes 500
State and local income taxes amount $2,940,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $100,000
Number of returns with real estate taxes 470
Real estate taxes amount $2,658,000
Number of returns with taxes paid 550
Taxes paid amount $5,762,000
Number of returns with mortgage interest paid 370
Mortgage interest paid amount $2,274,000
Number of returns with contributions 490
Contributions amount $3,166,000
Number of returns with taxable income 720
Taxable income amount $74,870,000
Number of returns with income tax before credits 710
Income tax before credits amount $12,855,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $69,000
Number of returns with total tax credits 280
Total tax credits amount $241,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $29,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $29,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $70,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 80
Child tax credit amount $102,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 110
Self-employment tax amount $453,000
Number of returns with total tax payments 710
Total tax payments amount $13,537,000
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 40
Refundable education credit amount $36,000
Number of returns with income tax 710
Income tax amount [10] $12,614,000
Number of returns with tax liability 710
Total tax liability amount [11] $13,185,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 300
Tax due at time of filing amount [12] $1,445,000
Number of returns with overpayments refunded 380
Overpayments refunded amount [13] $1,569,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $227,000

Adjusted Gross Income: $200,000 or more

Number of returns 310
Number of single returns 60
Number of joint returns 230
Number of head of household returns 0
Number of returns with paid preparer's signature 230
Number of exemptions 720
Number of dependents 180
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] 170
Adjust gross income (AGI) [5] $142,349,000
Number of returns with total income 310
Salaries and wages amount $145,498,000
Number of returns with salaries and wages 230
Salaries and wages amount $60,397
Number of returns with taxable interest 250
Taxable interest amount $1,488
Number of returns with ordinary dividends 240
Ordinary dividends amount $13,541,000
Number of returns with qualified dividends 230
Qualified dividends amount [6] $12,214
Number of returns with state and local income tax refunds 150
State and local income tax refunds amount $659
Number of returns with business or professional net income (less loss) 80
Business or professional net income (less loss) amount $4,409,000
Number of returns with net capital gain (less loss) 220
Net capital gain (less loss) amount $20,634,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $8,864,000
Number of returns with taxable pensions and annuities 110
Taxable pensions and annuities amount $9,150,000
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 110
Taxable Social Security benefits amount $2,791,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $18,477,000
Number of returns with total statutory adjustments 110
Total statutory adjustments amount $3,149,000
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 $453,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 300
Total itemized deductions amount $19,302,000
Amount of AGI for itemized returns $138,637,000
Number of returns with State and local income taxes 280
State and local income taxes amount $5,646,000
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 260
Real estate taxes amount $3,041,000
Number of returns with taxes paid 300
Taxes paid amount $8,716,000
Number of returns with mortgage interest paid 190
Mortgage interest paid amount $1,817,000
Number of returns with contributions 280
Contributions amount $7,758,000
Number of returns with taxable income 310
Taxable income amount $121,469,000
Number of returns with income tax before credits 310
Income tax before credits amount $31,928,000
Number of returns with alternative minimum tax 160
Alternative minimum tax amount $934,000
Number of returns with total tax credits 160
Total tax credits amount $701,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $300,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 70
Self-employment tax amount $480,000
Number of returns with total tax payments 300
Total tax payments amount $31,935,000
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 310
Income tax amount [10] $31,227,000
Number of returns with tax liability 310
Total tax liability amount [11] $32,909,000
Number of returns with net investment income tax 200
Net investment income tax $921,000
Number of returns with tax due at time of filing 140
Tax due at time of filing amount [12] $4,047,000
Number of returns with overpayments refunded 90
Overpayments refunded amount [13] $1,089,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $1,862,000

[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.