ZIP Code 45431 2017 Income Tax Stats

Individual Income by ZIP Code -- Tax Statistics: 2017

ZIP Code 45431 Data

Zip Code:45431
City:Dayton
State:OH [Ohio]
Counties: GREENE, OH
City Alias(es):Dayton
Area Code:937
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]

45431 Income Tax Overview

Total Number of Tax Returns for ZIP Code 45431 [1] 12,890
Total Number of Single Tax Returns for ZIP Code 45431 4,410
Total Number of Joint Tax Returns for ZIP Code 45431 4,650
Total Number of Dependents for ZIP Code 45431 7,060
Total Adjusted Gross Income for ZIP Code 45431 768,423
Average Income per Person for ZIP Code 45431 $29

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


Adjusted Gross Income: 1 under $25,000

Number of returns 3,940
Number of single returns 2,860
Number of joint returns 410
Number of head of household returns 550
Number of returns with paid preparer's signature 1,170
Number of exemptions 4,770
Number of dependents 1,260
Total number of volunteer prepared returns [5] 120
Number of volunteer income tax assistance (VITA) prepared returns [3] 90
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 670
Number of elderly returns [4] 670
Adjust gross income (AGI) [5] $51,093,000
Number of returns with total income 3,940
Salaries and wages amount $51,884,000
Number of returns with salaries and wages 3,200
Salaries and wages amount $41,032
Number of returns with taxable interest 670
Taxable interest amount $268
Number of returns with ordinary dividends 260
Ordinary dividends amount $385,000
Number of returns with qualified dividends 230
Qualified dividends amount [6] $235
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $19
Number of returns with business or professional net income (less loss) 400
Business or professional net income (less loss) amount $2,524,000
Number of returns with net capital gain (less loss) 210
Net capital gain (less loss) amount $239,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $1,480,000
Number of returns with taxable pensions and annuities 530
Taxable pensions and annuities amount $5,502,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $252,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $365,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $131,000
Number of returns with total statutory adjustments 610
Total statutory adjustments amount $791,000
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 30
Self-employment health insurance deduction amount $79,000
Number of returns with IRA payments 30
IRA payments amount $59,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $167,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $171,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 150
Total itemized deductions amount $2,308,000
Amount of AGI for itemized returns $2,185,000
Number of returns with State and local income taxes 60
State and local income taxes amount $36,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $41,000
Number of returns with real estate taxes 110
Real estate taxes amount $353,000
Number of returns with taxes paid 140
Taxes paid amount $502,000
Number of returns with mortgage interest paid 80
Mortgage interest paid amount $390,000
Number of returns with contributions 90
Contributions amount $205,000
Number of returns with taxable income 1,970
Taxable income amount $12,886,000
Number of returns with income tax before credits 1,950
Income tax before credits amount $1,361,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 570
Total tax credits amount $201,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $0
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $7,000
Number of returns with nonrefundable education credit 210
Nonrefundable education credit amount $117,000
Number of returns with retirement savings contribution credit 220
Retirement savings contribution credit amount $33,000
Number of returns with child tax credit 120
Child tax credit amount $42,000
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 $444,000
Number of returns with total tax payments 3,650
Total tax payments amount $7,726,000
Number of returns with earned income credit 1,120
Earned income credit amount [8] $2,831,000
Number of returns with excess earned income credit 1,000
Excess earned income credit (refundable) amount [9] $2,575,000
Number of returns with additional child tax credit 620
Additional child tax credit amount $755,000
Number of returns with refundable education credit 240
Refundable education credit amount $199,000
Number of returns with income tax 1,620
Income tax amount [10] $1,160,000
Number of returns with tax liability 1,940
Total tax liability amount [11] $1,695,000
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] $263,000
Number of returns with overpayments refunded 3,440
Overpayments refunded amount [13] $6,274,000
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 3,360
Number of single returns 1,780
Number of joint returns 850
Number of head of household returns 500
Number of returns with paid preparer's signature 1,130
Number of exemptions 6,040
Number of dependents 1,840
Total number of volunteer prepared returns [5] 110
Number of volunteer income tax assistance (VITA) prepared returns [3] 80
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] 640
Number of elderly returns [4] 650
Adjust gross income (AGI) [5] $122,102,000
Number of returns with total income 3,360
Salaries and wages amount $123,581,000
Number of returns with salaries and wages 2,920
Salaries and wages amount $101,111
Number of returns with taxable interest 800
Taxable interest amount $470
Number of returns with ordinary dividends 360
Ordinary dividends amount $762,000
Number of returns with qualified dividends 330
Qualified dividends amount [6] $531
Number of returns with state and local income tax refunds 180
State and local income tax refunds amount $68
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $2,665,000
Number of returns with net capital gain (less loss) 300
Net capital gain (less loss) amount $562,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $2,120,000
Number of returns with taxable pensions and annuities 600
Taxable pensions and annuities amount $12,072,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $229,000
Number of returns with taxable Social Security benefits 470
Taxable Social Security benefits amount $3,035,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $347,000
Number of returns with total statutory adjustments 790
Total statutory adjustments amount $1,479,000
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 $122,000
Number of returns with IRA payments 60
IRA payments amount $209,000
Number of returns with student loan interest deduction 470
Student loan interest deduction amount $540,000
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 390
Total itemized deductions amount $5,096,000
Amount of AGI for itemized returns $15,253,000
Number of returns with State and local income taxes 280
State and local income taxes amount $556,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $70,000
Number of returns with real estate taxes 290
Real estate taxes amount $909,000
Number of returns with taxes paid 380
Taxes paid amount $1,562,000
Number of returns with mortgage interest paid 250
Mortgage interest paid amount $1,054,000
Number of returns with contributions 250
Contributions amount $821,000
Number of returns with taxable income 3,280
Taxable income amount $67,122,000
Number of returns with income tax before credits 3,270
Income tax before credits amount $8,306,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,420
Total tax credits amount $1,136,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $71,000
Number of returns with nonrefundable education credit 300
Nonrefundable education credit amount $294,000
Number of returns with retirement savings contribution credit 600
Retirement savings contribution credit amount $116,000
Number of returns with child tax credit 710
Child tax credit amount $645,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $19,000
Number of returns with self-employment tax 220
Self-employment tax amount $535,000
Number of returns with total tax payments 3,320
Total tax payments amount $14,810,000
Number of returns with earned income credit 760
Earned income credit amount [8] $1,648,000
Number of returns with excess earned income credit 640
Excess earned income credit (refundable) amount [9] $1,424,000
Number of returns with additional child tax credit 560
Additional child tax credit amount $811,000
Number of returns with refundable education credit 190
Refundable education credit amount $151,000
Number of returns with income tax 2,730
Income tax amount [10] $7,169,000
Number of returns with tax liability 2,830
Total tax liability amount [11] $7,820,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 440
Tax due at time of filing amount [12] $603,000
Number of returns with overpayments refunded 2,900
Overpayments refunded amount [13] $7,532,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $84,000

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

Number of returns 2,060
Number of single returns 860
Number of joint returns 860
Number of head of household returns 180
Number of returns with paid preparer's signature 780
Number of exemptions 4,140
Number of dependents 1,220
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 300
Number of elderly returns [4] 510
Adjust gross income (AGI) [5] $127,174,000
Number of returns with total income 2,060
Salaries and wages amount $128,683,000
Number of returns with salaries and wages 1,770
Salaries and wages amount $100,414
Number of returns with taxable interest 750
Taxable interest amount $438
Number of returns with ordinary dividends 440
Ordinary dividends amount $810,000
Number of returns with qualified dividends 400
Qualified dividends amount [6] $566
Number of returns with state and local income tax refunds 330
State and local income tax refunds amount $170
Number of returns with business or professional net income (less loss) 210
Business or professional net income (less loss) amount $1,800,000
Number of returns with net capital gain (less loss) 350
Net capital gain (less loss) amount $716,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $2,369,000
Number of returns with taxable pensions and annuities 520
Taxable pensions and annuities amount $15,641,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $236,000
Number of returns with taxable Social Security benefits 370
Taxable Social Security benefits amount $5,009,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $379,000
Number of returns with total statutory adjustments 630
Total statutory adjustments amount $1,509,000
Number of returns with educator expenses 60
Educator expenses amount $14,000
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 $100,000
Number of returns with IRA payments 40
IRA payments amount $174,000
Number of returns with student loan interest deduction 370
Student loan interest deduction amount $463,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $45,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 550
Total itemized deductions amount $8,515,000
Amount of AGI for itemized returns $34,547,000
Number of returns with State and local income taxes 470
State and local income taxes amount $1,198,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $88,000
Number of returns with real estate taxes 450
Real estate taxes amount $1,671,000
Number of returns with taxes paid 550
Taxes paid amount $3,005,000
Number of returns with mortgage interest paid 380
Mortgage interest paid amount $1,840,000
Number of returns with contributions 400
Contributions amount $1,526,000
Number of returns with taxable income 2,060
Taxable income amount $87,031,000
Number of returns with income tax before credits 2,050
Income tax before credits amount $12,602,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 840
Total tax credits amount $1,170,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $64,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $195,000
Number of returns with retirement savings contribution credit 180
Retirement savings contribution credit amount $29,000
Number of returns with child tax credit 540
Child tax credit amount $833,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 150
Self-employment tax amount $348,000
Number of returns with total tax payments 2,050
Total tax payments amount $15,484,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 110
Additional child tax credit amount $159,000
Number of returns with refundable education credit 100
Refundable education credit amount $79,000
Number of returns with income tax 1,960
Income tax amount [10] $11,432,000
Number of returns with tax liability 1,980
Total tax liability amount [11] $11,878,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 440
Tax due at time of filing amount [12] $753,000
Number of returns with overpayments refunded 1,600
Overpayments refunded amount [13] $4,326,000
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 1,400
Number of single returns 420
Number of joint returns 800
Number of head of household returns 80
Number of returns with paid preparer's signature 560
Number of exemptions 3,150
Number of dependents 950
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
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] 130
Number of elderly returns [4] 400
Adjust gross income (AGI) [5] $120,874,000
Number of returns with total income 1,400
Salaries and wages amount $121,868,000
Number of returns with salaries and wages 1,180
Salaries and wages amount $91,491
Number of returns with taxable interest 730
Taxable interest amount $450
Number of returns with ordinary dividends 410
Ordinary dividends amount $1,100,000
Number of returns with qualified dividends 380
Qualified dividends amount [6] $739
Number of returns with state and local income tax refunds 370
State and local income tax refunds amount $225
Number of returns with business or professional net income (less loss) 170
Business or professional net income (less loss) amount $1,153,000
Number of returns with net capital gain (less loss) 350
Net capital gain (less loss) amount $1,395,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $2,959,000
Number of returns with taxable pensions and annuities 450
Taxable pensions and annuities amount $17,806,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $172,000
Number of returns with taxable Social Security benefits 270
Taxable Social Security benefits amount $4,358,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $343,000
Number of returns with total statutory adjustments 370
Total statutory adjustments amount $994,000
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 20
IRA payments amount $133,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $248,000
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 590
Total itemized deductions amount $10,102,000
Amount of AGI for itemized returns $50,980,000
Number of returns with State and local income taxes 530
State and local income taxes amount $1,823,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $80,000
Number of returns with real estate taxes 520
Real estate taxes amount $2,179,000
Number of returns with taxes paid 590
Taxes paid amount $4,116,000
Number of returns with mortgage interest paid 460
Mortgage interest paid amount $2,372,000
Number of returns with contributions 440
Contributions amount $1,655,000
Number of returns with taxable income 1,400
Taxable income amount $89,058,000
Number of returns with income tax before credits 1,390
Income tax before credits amount $13,879,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 570
Total tax credits amount $923,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $69,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $154,000
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 $668,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 110
Self-employment tax amount $231,000
Number of returns with total tax payments 1,400
Total tax payments amount $15,595,000
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 $68,000
Number of returns with income tax 1,380
Income tax amount [10] $12,955,000
Number of returns with tax liability 1,380
Total tax liability amount [11] $13,252,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 360
Tax due at time of filing amount [12] $737,000
Number of returns with overpayments refunded 1,010
Overpayments refunded amount [13] $3,037,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $35,000

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

Number of returns 1,810
Number of single returns 260
Number of joint returns 1,450
Number of head of household returns 50
Number of returns with paid preparer's signature 720
Number of exemptions 4,810
Number of dependents 1,550
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] 90
Number of elderly returns [4] 620
Adjust gross income (AGI) [5] $243,865,000
Number of returns with total income 1,810
Salaries and wages amount $246,352,000
Number of returns with salaries and wages 1,530
Salaries and wages amount $170,596
Number of returns with taxable interest 1,220
Taxable interest amount $1,326
Number of returns with ordinary dividends 820
Ordinary dividends amount $4,397,000
Number of returns with qualified dividends 760
Qualified dividends amount [6] $3,203
Number of returns with state and local income tax refunds 760
State and local income tax refunds amount $655
Number of returns with business or professional net income (less loss) 260
Business or professional net income (less loss) amount $4,088,000
Number of returns with net capital gain (less loss) 730
Net capital gain (less loss) amount $5,549,000
Number of returns with taxable individual retirement arrangements distributions 360
Taxable individual retirement arrangements distributions amount $6,490,000
Number of returns with taxable pensions and annuities 800
Taxable pensions and annuities amount $39,987,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $145,000
Number of returns with taxable Social Security benefits 410
Taxable Social Security benefits amount $8,386,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $3,163,000
Number of returns with total statutory adjustments 570
Total statutory adjustments amount $2,487,000
Number of returns with educator expenses 80
Educator expenses amount $20,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $843,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $336,000
Number of returns with IRA payments 50
IRA payments amount $221,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $269,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $75,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,180
Total itemized deductions amount $26,120,000
Amount of AGI for itemized returns $162,793,000
Number of returns with State and local income taxes 1,080
State and local income taxes amount $5,806,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $192,000
Number of returns with real estate taxes 1,100
Real estate taxes amount $5,937,000
Number of returns with taxes paid 1,180
Taxes paid amount $12,037,000
Number of returns with mortgage interest paid 920
Mortgage interest paid amount $5,702,000
Number of returns with contributions 1,010
Contributions amount $5,518,000
Number of returns with taxable income 1,810
Taxable income amount $190,424,000
Number of returns with income tax before credits 1,810
Income tax before credits amount $33,159,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $40,000
Number of returns with total tax credits 860
Total tax credits amount $1,070,000
Number of returns with foreign tax credit 310
Foreign tax credit amount $40,000
Number of returns with child and dependent care credit 200
Child and dependent care credit amount $130,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $259,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 360
Child tax credit amount $536,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $32,000
Number of returns with self-employment tax 180
Self-employment tax amount $633,000
Number of returns with total tax payments 1,810
Total tax payments amount $34,522,000
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 160
Refundable education credit amount $154,000
Number of returns with income tax 1,810
Income tax amount [10] $32,089,000
Number of returns with tax liability 1,810
Total tax liability amount [11] $32,879,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 700
Tax due at time of filing amount [12] $2,561,000
Number of returns with overpayments refunded 1,060
Overpayments refunded amount [13] $3,946,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $231,000

Adjusted Gross Income: $200,000 or more

Number of returns 320
Number of single returns 40
Number of joint returns 280
Number of head of household returns 0
Number of returns with paid preparer's signature 180
Number of exemptions 830
Number of dependents 240
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] 120
Adjust gross income (AGI) [5] $103,315,000
Number of returns with total income 320
Salaries and wages amount $104,831,000
Number of returns with salaries and wages 280
Salaries and wages amount $58,243
Number of returns with taxable interest 260
Taxable interest amount $891
Number of returns with ordinary dividends 220
Ordinary dividends amount $4,710,000
Number of returns with qualified dividends 200
Qualified dividends amount [6] $2,564
Number of returns with state and local income tax refunds 170
State and local income tax refunds amount $367
Number of returns with business or professional net income (less loss) 70
Business or professional net income (less loss) amount $3,414,000
Number of returns with net capital gain (less loss) 200
Net capital gain (less loss) amount $8,586,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $2,439,000
Number of returns with taxable pensions and annuities 160
Taxable pensions and annuities amount $11,616,000
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 80
Taxable Social Security benefits amount $2,218,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $11,072,000
Number of returns with total statutory adjustments 90
Total statutory adjustments amount $1,516,000
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 30
Self-employment health insurance deduction amount $331,000
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 290
Total itemized deductions amount $12,035,000
Amount of AGI for itemized returns $93,660,000
Number of returns with State and local income taxes 270
State and local income taxes amount $3,654,000
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 $2,050,000
Number of returns with taxes paid 290
Taxes paid amount $5,838,000
Number of returns with mortgage interest paid 200
Mortgage interest paid amount $1,702,000
Number of returns with contributions 260
Contributions amount $2,614,000
Number of returns with taxable income 320
Taxable income amount $87,968,000
Number of returns with income tax before credits 320
Income tax before credits amount $21,745,000
Number of returns with alternative minimum tax 120
Alternative minimum tax amount $552,000
Number of returns with total tax credits 130
Total tax credits amount $78,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $38,000
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 50
Self-employment tax amount $403,000
Number of returns with total tax payments 320
Total tax payments amount $21,945,000
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 320
Income tax amount [10] $21,501,000
Number of returns with tax liability 320
Total tax liability amount [11] $22,447,000
Number of returns with net investment income tax 150
Net investment income tax $304,000
Number of returns with tax due at time of filing 180
Tax due at time of filing amount [12] $2,545,000
Number of returns with overpayments refunded 120
Overpayments refunded amount [13] $1,005,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $666,000

[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.