ZIP Code 45248 2017 Income Tax Stats

Individual Income by ZIP Code -- Tax Statistics: 2017

ZIP Code 45248 Data

Zip Code:45248
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]

45248 Income Tax Overview

Total Number of Tax Returns for ZIP Code 45248 [1] 13,390
Total Number of Single Tax Returns for ZIP Code 45248 4,430
Total Number of Joint Tax Returns for ZIP Code 45248 4,860
Total Number of Dependents for ZIP Code 45248 6,980
Total Adjusted Gross Income for ZIP Code 45248 934,971
Average Income per Person for ZIP Code 45248 $38

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


Adjusted Gross Income: 1 under $25,000

Number of returns 3,690
Number of single returns 2,990
Number of joint returns 300
Number of head of household returns 320
Number of returns with paid preparer's signature 1,470
Number of exemptions 3,460
Number of dependents 720
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 360
Number of elderly returns [4] 850
Adjust gross income (AGI) [5] $43,537,000
Number of returns with total income 3,690
Salaries and wages amount $44,375,000
Number of returns with salaries and wages 2,830
Salaries and wages amount $31,037
Number of returns with taxable interest 700
Taxable interest amount $348
Number of returns with ordinary dividends 650
Ordinary dividends amount $1,003,000
Number of returns with qualified dividends 610
Qualified dividends amount [6] $786
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $26
Number of returns with business or professional net income (less loss) 390
Business or professional net income (less loss) amount $3,261,000
Number of returns with net capital gain (less loss) 410
Net capital gain (less loss) amount $581,000
Number of returns with taxable individual retirement arrangements distributions 420
Taxable individual retirement arrangements distributions amount $2,768,000
Number of returns with taxable pensions and annuities 600
Taxable pensions and annuities amount $4,696,000
Number of farm returns 20
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $109,000
Number of returns with taxable Social Security benefits 240
Taxable Social Security benefits amount $418,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $164,000
Number of returns with total statutory adjustments 520
Total statutory adjustments amount $838,000
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 $252,000
Number of returns with IRA payments 20
IRA payments amount $60,000
Number of returns with student loan interest deduction 140
Student loan interest deduction amount $115,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $112,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 190
Total itemized deductions amount $2,765,000
Amount of AGI for itemized returns $2,768,000
Number of returns with State and local income taxes 50
State and local income taxes amount $41,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $67,000
Number of returns with real estate taxes 150
Real estate taxes amount $463,000
Number of returns with taxes paid 180
Taxes paid amount $583,000
Number of returns with mortgage interest paid 110
Mortgage interest paid amount $514,000
Number of returns with contributions 130
Contributions amount $212,000
Number of returns with taxable income 1,870
Taxable income amount $11,802,000
Number of returns with income tax before credits 1,800
Income tax before credits amount $1,220,000
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 $149,000
Number of returns with foreign tax credit 70
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 130
Nonrefundable education credit amount $86,000
Number of returns with retirement savings contribution credit 180
Retirement savings contribution credit amount $32,000
Number of returns with child tax credit 60
Child tax credit amount $23,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 340
Self-employment tax amount $503,000
Number of returns with total tax payments 3,340
Total tax payments amount $5,697,000
Number of returns with earned income credit 740
Earned income credit amount [8] $1,655,000
Number of returns with excess earned income credit 620
Excess earned income credit (refundable) amount [9] $1,434,000
Number of returns with additional child tax credit 340
Additional child tax credit amount $417,000
Number of returns with refundable education credit 150
Refundable education credit amount $118,000
Number of returns with income tax 1,590
Income tax amount [10] $1,071,000
Number of returns with tax liability 1,860
Total tax liability amount [11] $1,626,000
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] $255,000
Number of returns with overpayments refunded 3,110
Overpayments refunded amount [13] $4,250,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $73,000

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

Number of returns 3,420
Number of single returns 1,960
Number of joint returns 620
Number of head of household returns 510
Number of returns with paid preparer's signature 1,510
Number of exemptions 5,370
Number of dependents 1,380
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
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] 450
Number of elderly returns [4] 920
Adjust gross income (AGI) [5] $126,177,000
Number of returns with total income 3,420
Salaries and wages amount $127,698,000
Number of returns with salaries and wages 2,800
Salaries and wages amount $96,932
Number of returns with taxable interest 870
Taxable interest amount $543
Number of returns with ordinary dividends 730
Ordinary dividends amount $1,816,000
Number of returns with qualified dividends 690
Qualified dividends amount [6] $1,407
Number of returns with state and local income tax refunds 320
State and local income tax refunds amount $120
Number of returns with business or professional net income (less loss) 310
Business or professional net income (less loss) amount $3,176,000
Number of returns with net capital gain (less loss) 480
Net capital gain (less loss) amount $1,062,000
Number of returns with taxable individual retirement arrangements distributions 470
Taxable individual retirement arrangements distributions amount $4,667,000
Number of returns with taxable pensions and annuities 740
Taxable pensions and annuities amount $13,149,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $353,000
Number of returns with taxable Social Security benefits 680
Taxable Social Security benefits amount $4,602,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $561,000
Number of returns with total statutory adjustments 810
Total statutory adjustments amount $1,521,000
Number of returns with educator expenses 70
Educator expenses amount $15,000
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 $266,000
Number of returns with IRA payments 70
IRA payments amount $240,000
Number of returns with student loan interest deduction 460
Student loan interest deduction amount $530,000
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 570
Total itemized deductions amount $7,282,000
Amount of AGI for itemized returns $22,286,000
Number of returns with State and local income taxes 430
State and local income taxes amount $658,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $98,000
Number of returns with real estate taxes 480
Real estate taxes amount $1,316,000
Number of returns with taxes paid 570
Taxes paid amount $2,095,000
Number of returns with mortgage interest paid 420
Mortgage interest paid amount $1,832,000
Number of returns with contributions 390
Contributions amount $751,000
Number of returns with taxable income 3,350
Taxable income amount $74,025,000
Number of returns with income tax before credits 3,310
Income tax before credits amount $9,151,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,210
Total tax credits amount $973,000
Number of returns with foreign tax credit 170
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $54,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $190,000
Number of returns with retirement savings contribution credit 510
Retirement savings contribution credit amount $92,000
Number of returns with child tax credit 610
Child tax credit amount $619,000
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 $528,000
Number of returns with total tax payments 3,340
Total tax payments amount $14,480,000
Number of returns with earned income credit 530
Earned income credit amount [8] $1,036,000
Number of returns with excess earned income credit 410
Excess earned income credit (refundable) amount [9] $848,000
Number of returns with additional child tax credit 330
Additional child tax credit amount $435,000
Number of returns with refundable education credit 100
Refundable education credit amount $90,000
Number of returns with income tax 2,980
Income tax amount [10] $8,177,000
Number of returns with tax liability 3,060
Total tax liability amount [11] $8,809,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 520
Tax due at time of filing amount [12] $625,000
Number of returns with overpayments refunded 2,840
Overpayments refunded amount [13] $6,173,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $91,000

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

Number of returns 2,200
Number of single returns 910
Number of joint returns 820
Number of head of household returns 250
Number of returns with paid preparer's signature 1,090
Number of exemptions 4,220
Number of dependents 1,210
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 230
Number of elderly returns [4] 700
Adjust gross income (AGI) [5] $135,512,000
Number of returns with total income 2,200
Salaries and wages amount $136,870,000
Number of returns with salaries and wages 1,810
Salaries and wages amount $99,494
Number of returns with taxable interest 750
Taxable interest amount $585
Number of returns with ordinary dividends 690
Ordinary dividends amount $2,427,000
Number of returns with qualified dividends 650
Qualified dividends amount [6] $1,941
Number of returns with state and local income tax refunds 530
State and local income tax refunds amount $248
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $2,985,000
Number of returns with net capital gain (less loss) 460
Net capital gain (less loss) amount $1,535,000
Number of returns with taxable individual retirement arrangements distributions 390
Taxable individual retirement arrangements distributions amount $5,643,000
Number of returns with taxable pensions and annuities 560
Taxable pensions and annuities amount $14,813,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $142,000
Number of returns with taxable Social Security benefits 510
Taxable Social Security benefits amount $7,495,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,029,000
Number of returns with total statutory adjustments 620
Total statutory adjustments amount $1,358,000
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 30
Self-employment health insurance deduction amount $202,000
Number of returns with IRA payments 50
IRA payments amount $238,000
Number of returns with student loan interest deduction 320
Student loan interest deduction amount $353,000
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 840
Total itemized deductions amount $11,450,000
Amount of AGI for itemized returns $52,376,000
Number of returns with State and local income taxes 760
State and local income taxes amount $1,956,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $76,000
Number of returns with real estate taxes 760
Real estate taxes amount $2,321,000
Number of returns with taxes paid 840
Taxes paid amount $4,401,000
Number of returns with mortgage interest paid 670
Mortgage interest paid amount $3,077,000
Number of returns with contributions 600
Contributions amount $1,269,000
Number of returns with taxable income 2,200
Taxable income amount $93,363,000
Number of returns with income tax before credits 2,190
Income tax before credits amount $13,255,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 890
Total tax credits amount $1,108,000
Number of returns with foreign tax credit 200
Foreign tax credit amount $13,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $36,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $176,000
Number of returns with retirement savings contribution credit 150
Retirement savings contribution credit amount $26,000
Number of returns with child tax credit 540
Child tax credit amount $817,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $16,000
Number of returns with self-employment tax 220
Self-employment tax amount $516,000
Number of returns with total tax payments 2,180
Total tax payments amount $16,509,000
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 60
Additional child tax credit amount $93,000
Number of returns with refundable education credit 90
Refundable education credit amount $90,000
Number of returns with income tax 2,130
Income tax amount [10] $12,147,000
Number of returns with tax liability 2,150
Total tax liability amount [11] $12,771,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 460
Tax due at time of filing amount [12] $896,000
Number of returns with overpayments refunded 1,690
Overpayments refunded amount [13] $4,512,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $95,000

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

Number of returns 1,510
Number of single returns 290
Number of joint returns 1,000
Number of head of household returns 90
Number of returns with paid preparer's signature 750
Number of exemptions 3,640
Number of dependents 1,130
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] 120
Number of elderly returns [4] 510
Adjust gross income (AGI) [5] $130,529,000
Number of returns with total income 1,510
Salaries and wages amount $131,957,000
Number of returns with salaries and wages 1,280
Salaries and wages amount $94,238
Number of returns with taxable interest 640
Taxable interest amount $464
Number of returns with ordinary dividends 610
Ordinary dividends amount $2,850,000
Number of returns with qualified dividends 580
Qualified dividends amount [6] $2,406
Number of returns with state and local income tax refunds 500
State and local income tax refunds amount $266
Number of returns with business or professional net income (less loss) 240
Business or professional net income (less loss) amount $3,084,000
Number of returns with net capital gain (less loss) 430
Net capital gain (less loss) amount $2,238,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $6,394,000
Number of returns with taxable pensions and annuities 470
Taxable pensions and annuities amount $14,035,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $206,000
Number of returns with taxable Social Security benefits 370
Taxable Social Security benefits amount $6,935,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $913,000
Number of returns with total statutory adjustments 480
Total statutory adjustments amount $1,428,000
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 30
Self-employment health insurance deduction amount $269,000
Number of returns with IRA payments 40
IRA payments amount $251,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $261,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $104,000
Number of returns with itemized deductions 690
Total itemized deductions amount $11,677,000
Amount of AGI for itemized returns $59,864,000
Number of returns with State and local income taxes 650
State and local income taxes amount $2,346,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $50,000
Number of returns with real estate taxes 640
Real estate taxes amount $2,330,000
Number of returns with taxes paid 690
Taxes paid amount $4,753,000
Number of returns with mortgage interest paid 570
Mortgage interest paid amount $3,082,000
Number of returns with contributions 550
Contributions amount $1,370,000
Number of returns with taxable income 1,510
Taxable income amount $94,271,000
Number of returns with income tax before credits 1,500
Income tax before credits amount $13,848,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 710
Total tax credits amount $1,085,000
Number of returns with foreign tax credit 190
Foreign tax credit amount $20,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $52,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $195,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 450
Child tax credit amount $777,000
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 $491,000
Number of returns with total tax payments 1,490
Total tax payments amount $15,850,000
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 100
Refundable education credit amount $108,000
Number of returns with income tax 1,490
Income tax amount [10] $12,764,000
Number of returns with tax liability 1,500
Total tax liability amount [11] $13,353,000
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] $1,015,000
Number of returns with overpayments refunded 1,080
Overpayments refunded amount [13] $3,420,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $71,000

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

Number of returns 2,030
Number of single returns 240
Number of joint returns 1,640
Number of head of household returns 80
Number of returns with paid preparer's signature 1,050
Number of exemptions 5,630
Number of dependents 1,970
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] 620
Adjust gross income (AGI) [5] $269,484,000
Number of returns with total income 2,030
Salaries and wages amount $272,658,000
Number of returns with salaries and wages 1,790
Salaries and wages amount $197,379
Number of returns with taxable interest 1,050
Taxable interest amount $1,335
Number of returns with ordinary dividends 1,090
Ordinary dividends amount $7,926,000
Number of returns with qualified dividends 1,030
Qualified dividends amount [6] $6,777
Number of returns with state and local income tax refunds 970
State and local income tax refunds amount $719
Number of returns with business or professional net income (less loss) 350
Business or professional net income (less loss) amount $6,739,000
Number of returns with net capital gain (less loss) 790
Net capital gain (less loss) amount $7,784,000
Number of returns with taxable individual retirement arrangements distributions 430
Taxable individual retirement arrangements distributions amount $12,499,000
Number of returns with taxable pensions and annuities 560
Taxable pensions and annuities amount $22,318,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $206,000
Number of returns with taxable Social Security benefits 420
Taxable Social Security benefits amount $8,879,000
Number of returns with partnership/S-corp net income (less loss) 210
Partnership/S-corp net income (less loss) amount $4,450,000
Number of returns with total statutory adjustments 770
Total statutory adjustments amount $3,174,000
Number of returns with educator expenses 100
Educator expenses amount $25,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $537,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $610,000
Number of returns with IRA payments 70
IRA payments amount $478,000
Number of returns with student loan interest deduction 310
Student loan interest deduction amount $375,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $64,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,470
Total itemized deductions amount $32,296,000
Amount of AGI for itemized returns $201,865,000
Number of returns with State and local income taxes 1,430
State and local income taxes amount $8,563,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $111,000
Number of returns with real estate taxes 1,420
Real estate taxes amount $6,630,000
Number of returns with taxes paid 1,470
Taxes paid amount $15,390,000
Number of returns with mortgage interest paid 1,260
Mortgage interest paid amount $7,753,000
Number of returns with contributions 1,280
Contributions amount $4,923,000
Number of returns with taxable income 2,020
Taxable income amount $207,417,000
Number of returns with income tax before credits 2,020
Income tax before credits amount $35,069,000
Number of returns with alternative minimum tax 60
Alternative minimum tax amount $139,000
Number of returns with total tax credits 990
Total tax credits amount $1,272,000
Number of returns with foreign tax credit 360
Foreign tax credit amount $65,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $91,000
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $355,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 460
Child tax credit amount $673,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $9,000
Number of returns with self-employment tax 310
Self-employment tax amount $1,136,000
Number of returns with total tax payments 2,020
Total tax payments amount $38,141,000
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 200
Refundable education credit amount $216,000
Number of returns with income tax 2,020
Income tax amount [10] $33,796,000
Number of returns with tax liability 2,020
Total tax liability amount [11] $35,164,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 720
Tax due at time of filing amount [12] $2,619,000
Number of returns with overpayments refunded 1,230
Overpayments refunded amount [13] $5,049,000
Number of returns with credit to next year’s estimated tax 110
Credited to next year’s estimated tax amount $525,000

Adjusted Gross Income: $200,000 or more

Number of returns 540
Number of single returns 50
Number of joint returns 480
Number of head of household returns 0
Number of returns with paid preparer's signature 390
Number of exemptions 1,590
Number of dependents 570
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] 210
Adjust gross income (AGI) [5] $229,732,000
Number of returns with total income 540
Salaries and wages amount $236,378,000
Number of returns with salaries and wages 480
Salaries and wages amount $114,122
Number of returns with taxable interest 440
Taxable interest amount $1,891
Number of returns with ordinary dividends 420
Ordinary dividends amount $14,163,000
Number of returns with qualified dividends 410
Qualified dividends amount [6] $12,314
Number of returns with state and local income tax refunds 290
State and local income tax refunds amount $1,031
Number of returns with business or professional net income (less loss) 110
Business or professional net income (less loss) amount $10,073,000
Number of returns with net capital gain (less loss) 370
Net capital gain (less loss) amount $22,772,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $6,150,000
Number of returns with taxable pensions and annuities 130
Taxable pensions and annuities amount $6,054,000
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) 210
Partnership/S-corp net income (less loss) amount $47,766,000
Number of returns with total statutory adjustments 210
Total statutory adjustments amount $6,646,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $2,130,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $1,059,000
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 30
Domestic production activities deduction amount $1,174,000
Number of returns with itemized deductions 510
Total itemized deductions amount $24,829,000
Amount of AGI for itemized returns $211,800,000
Number of returns with State and local income taxes 490
State and local income taxes amount $9,017,000
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 500
Real estate taxes amount $4,072,000
Number of returns with taxes paid 510
Taxes paid amount $13,172,000
Number of returns with mortgage interest paid 380
Mortgage interest paid amount $2,765,000
Number of returns with contributions 480
Contributions amount $8,529,000
Number of returns with taxable income 540
Taxable income amount $199,788,000
Number of returns with income tax before credits 540
Income tax before credits amount $52,705,000
Number of returns with alternative minimum tax 280
Alternative minimum tax amount $1,300,000
Number of returns with total tax credits 270
Total tax credits amount $1,113,000
Number of returns with foreign tax credit 230
Foreign tax credit amount $240,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $17,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 130
Self-employment tax amount $1,275,000
Number of returns with total tax payments 540
Total tax payments amount $53,191,000
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 540
Income tax amount [10] $51,592,000
Number of returns with tax liability 540
Total tax liability amount [11] $54,414,000
Number of returns with net investment income tax 320
Net investment income tax $1,088,000
Number of returns with tax due at time of filing 280
Tax due at time of filing amount [12] $6,176,000
Number of returns with overpayments refunded 190
Overpayments refunded amount [13] $1,450,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $3,448,000

[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.