ZIP Code 45458 2017 Income Tax Stats

Individual Income by ZIP Code -- Tax Statistics: 2017

ZIP Code 45458 Data

Zip Code:45458
City:Dayton
State:OH [Ohio]
Counties: MONTGOMERY, OH
City Alias(es):Dayton
Area Code:937
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]

45458 Income Tax Overview

Total Number of Tax Returns for ZIP Code 45458 [1] 17,660
Total Number of Single Tax Returns for ZIP Code 45458 6,160
Total Number of Joint Tax Returns for ZIP Code 45458 7,680
Total Number of Dependents for ZIP Code 45458 10,420
Total Adjusted Gross Income for ZIP Code 45458 1,832,218
Average Income per Person for ZIP Code 45458 $61

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


Adjusted Gross Income: 1 under $25,000

Number of returns 4,500
Number of single returns 3,650
Number of joint returns 360
Number of head of household returns 410
Number of returns with paid preparer's signature 1,600
Number of exemptions 3,990
Number of dependents 850
Total number of volunteer prepared returns [5] 160
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 120
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 410
Number of elderly returns [4] 1,000
Adjust gross income (AGI) [5] $48,725,000
Number of returns with total income 4,500
Salaries and wages amount $49,811,000
Number of returns with salaries and wages 3,470
Salaries and wages amount $35,061
Number of returns with taxable interest 980
Taxable interest amount $437
Number of returns with ordinary dividends 770
Ordinary dividends amount $1,271,000
Number of returns with qualified dividends 710
Qualified dividends amount [6] $824
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $25
Number of returns with business or professional net income (less loss) 490
Business or professional net income (less loss) amount $3,219,000
Number of returns with net capital gain (less loss) 630
Net capital gain (less loss) amount $783,000
Number of returns with taxable individual retirement arrangements distributions 430
Taxable individual retirement arrangements distributions amount $3,064,000
Number of returns with taxable pensions and annuities 680
Taxable pensions and annuities amount $5,787,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $188,000
Number of returns with taxable Social Security benefits 320
Taxable Social Security benefits amount $653,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount ($289,000)
Number of returns with total statutory adjustments 650
Total statutory adjustments amount $1,086,000
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 60
Self-employment health insurance deduction amount $232,000
Number of returns with IRA payments 20
IRA payments amount $71,000
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $155,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $166,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 330
Total itemized deductions amount $5,512,000
Amount of AGI for itemized returns $5,069,000
Number of returns with State and local income taxes 110
State and local income taxes amount $89,000
Number of returns with State and local general sales tax 180
State and local general sales tax amount $120,000
Number of returns with real estate taxes 250
Real estate taxes amount $1,103,000
Number of returns with taxes paid 320
Taxes paid amount $1,339,000
Number of returns with mortgage interest paid 180
Mortgage interest paid amount $853,000
Number of returns with contributions 220
Contributions amount $420,000
Number of returns with taxable income 2,060
Taxable income amount $11,985,000
Number of returns with income tax before credits 1,950
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 470
Total tax credits amount $155,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $2,000
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 150
Nonrefundable education credit amount $94,000
Number of returns with retirement savings contribution credit 150
Retirement savings contribution credit amount $25,000
Number of returns with child tax credit 80
Child tax credit amount $25,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 430
Self-employment tax amount $549,000
Number of returns with total tax payments 3,900
Total tax payments amount $6,105,000
Number of returns with earned income credit 820
Earned income credit amount [8] $1,920,000
Number of returns with excess earned income credit 710
Excess earned income credit (refundable) amount [9] $1,702,000
Number of returns with additional child tax credit 450
Additional child tax credit amount $518,000
Number of returns with refundable education credit 170
Refundable education credit amount $151,000
Number of returns with income tax 1,690
Income tax amount [10] $1,064,000
Number of returns with tax liability 2,050
Total tax liability amount [11] $1,671,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 470
Tax due at time of filing amount [12] $348,000
Number of returns with overpayments refunded 3,590
Overpayments refunded amount [13] $4,718,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $60,000

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

Number of returns 2,920
Number of single returns 1,710
Number of joint returns 570
Number of head of household returns 390
Number of returns with paid preparer's signature 1,220
Number of exemptions 4,550
Number of dependents 1,090
Total number of volunteer prepared returns [5] 110
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 80
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 350
Number of elderly returns [4] 950
Adjust gross income (AGI) [5] $109,002,000
Number of returns with total income 2,920
Salaries and wages amount $110,879,000
Number of returns with salaries and wages 2,240
Salaries and wages amount $76,977
Number of returns with taxable interest 950
Taxable interest amount $642
Number of returns with ordinary dividends 600
Ordinary dividends amount $1,998,000
Number of returns with qualified dividends 560
Qualified dividends amount [6] $1,274
Number of returns with state and local income tax refunds 320
State and local income tax refunds amount $147
Number of returns with business or professional net income (less loss) 350
Business or professional net income (less loss) amount $3,581,000
Number of returns with net capital gain (less loss) 490
Net capital gain (less loss) amount $1,402,000
Number of returns with taxable individual retirement arrangements distributions 460
Taxable individual retirement arrangements distributions amount $5,300,000
Number of returns with taxable pensions and annuities 770
Taxable pensions and annuities amount $14,399,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $263,000
Number of returns with taxable Social Security benefits 700
Taxable Social Security benefits amount $5,296,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $138,000
Number of returns with total statutory adjustments 780
Total statutory adjustments amount $1,877,000
Number of returns with educator expenses 100
Educator expenses amount $22,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $402,000
Number of returns with IRA payments 50
IRA payments amount $213,000
Number of returns with student loan interest deduction 410
Student loan interest deduction amount $483,000
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 690
Total itemized deductions amount $10,865,000
Amount of AGI for itemized returns $27,033,000
Number of returns with State and local income taxes 440
State and local income taxes amount $742,000
Number of returns with State and local general sales tax 230
State and local general sales tax amount $216,000
Number of returns with real estate taxes 550
Real estate taxes amount $2,384,000
Number of returns with taxes paid 680
Taxes paid amount $3,380,000
Number of returns with mortgage interest paid 410
Mortgage interest paid amount $1,948,000
Number of returns with contributions 480
Contributions amount $1,213,000
Number of returns with taxable income 2,830
Taxable income amount $62,146,000
Number of returns with income tax before credits 2,780
Income tax before credits amount $7,665,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,010
Total tax credits amount $791,000
Number of returns with foreign tax credit 170
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $50,000
Number of returns with nonrefundable education credit 230
Nonrefundable education credit amount $226,000
Number of returns with retirement savings contribution credit 340
Retirement savings contribution credit amount $63,000
Number of returns with child tax credit 440
Child tax credit amount $438,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $7,000
Number of returns with self-employment tax 260
Self-employment tax amount $625,000
Number of returns with total tax payments 2,820
Total tax payments amount $11,890,000
Number of returns with earned income credit 400
Earned income credit amount [8] $747,000
Number of returns with excess earned income credit 300
Excess earned income credit (refundable) amount [9] $577,000
Number of returns with additional child tax credit 260
Additional child tax credit amount $352,000
Number of returns with refundable education credit 150
Refundable education credit amount $132,000
Number of returns with income tax 2,510
Income tax amount [10] $6,874,000
Number of returns with tax liability 2,610
Total tax liability amount [11] $7,606,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 550
Tax due at time of filing amount [12] $764,000
Number of returns with overpayments refunded 2,280
Overpayments refunded amount [13] $4,904,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $124,000

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

Number of returns 2,380
Number of single returns 960
Number of joint returns 780
Number of head of household returns 250
Number of returns with paid preparer's signature 1,130
Number of exemptions 4,290
Number of dependents 1,140
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
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] 210
Number of elderly returns [4] 890
Adjust gross income (AGI) [5] $147,231,000
Number of returns with total income 2,380
Salaries and wages amount $149,429,000
Number of returns with salaries and wages 1,810
Salaries and wages amount $100,512
Number of returns with taxable interest 1,000
Taxable interest amount $944
Number of returns with ordinary dividends 730
Ordinary dividends amount $2,859,000
Number of returns with qualified dividends 680
Qualified dividends amount [6] $1,997
Number of returns with state and local income tax refunds 670
State and local income tax refunds amount $328
Number of returns with business or professional net income (less loss) 340
Business or professional net income (less loss) amount $3,587,000
Number of returns with net capital gain (less loss) 620
Net capital gain (less loss) amount $2,334,000
Number of returns with taxable individual retirement arrangements distributions 460
Taxable individual retirement arrangements distributions amount $6,407,000
Number of returns with taxable pensions and annuities 740
Taxable pensions and annuities amount $21,496,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $175,000
Number of returns with taxable Social Security benefits 600
Taxable Social Security benefits amount $9,230,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $1,095,000
Number of returns with total statutory adjustments 730
Total statutory adjustments amount $2,198,000
Number of returns with educator expenses 110
Educator expenses amount $27,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $332,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $254,000
Number of returns with IRA payments 60
IRA payments amount $310,000
Number of returns with student loan interest deduction 310
Student loan interest deduction amount $401,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $31,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,140
Total itemized deductions amount $17,865,000
Amount of AGI for itemized returns $71,780,000
Number of returns with State and local income taxes 970
State and local income taxes amount $2,651,000
Number of returns with State and local general sales tax 150
State and local general sales tax amount $184,000
Number of returns with real estate taxes 960
Real estate taxes amount $4,389,000
Number of returns with taxes paid 1,140
Taxes paid amount $7,301,000
Number of returns with mortgage interest paid 810
Mortgage interest paid amount $4,036,000
Number of returns with contributions 840
Contributions amount $2,352,000
Number of returns with taxable income 2,360
Taxable income amount $100,320,000
Number of returns with income tax before credits 2,350
Income tax before credits amount $14,407,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 870
Total tax credits amount $1,032,000
Number of returns with foreign tax credit 230
Foreign tax credit amount $21,000
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 150
Nonrefundable education credit amount $183,000
Number of returns with retirement savings contribution credit 110
Retirement savings contribution credit amount $19,000
Number of returns with child tax credit 510
Child tax credit amount $748,000
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 $719,000
Number of returns with total tax payments 2,330
Total tax payments amount $17,393,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 80
Additional child tax credit amount $122,000
Number of returns with refundable education credit 90
Refundable education credit amount $84,000
Number of returns with income tax 2,290
Income tax amount [10] $13,375,000
Number of returns with tax liability 2,310
Total tax liability amount [11] $14,193,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 640
Tax due at time of filing amount [12] $1,197,000
Number of returns with overpayments refunded 1,670
Overpayments refunded amount [13] $4,263,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $106,000

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

Number of returns 2,060
Number of single returns 520
Number of joint returns 1,160
Number of head of household returns 130
Number of returns with paid preparer's signature 1,020
Number of exemptions 4,590
Number of dependents 1,370
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] 120
Number of elderly returns [4] 780
Adjust gross income (AGI) [5] $178,582,000
Number of returns with total income 2,060
Salaries and wages amount $180,783,000
Number of returns with salaries and wages 1,630
Salaries and wages amount $121,411
Number of returns with taxable interest 1,070
Taxable interest amount $1,154
Number of returns with ordinary dividends 790
Ordinary dividends amount $3,166,000
Number of returns with qualified dividends 740
Qualified dividends amount [6] $2,166
Number of returns with state and local income tax refunds 820
State and local income tax refunds amount $515
Number of returns with business or professional net income (less loss) 330
Business or professional net income (less loss) amount $3,859,000
Number of returns with net capital gain (less loss) 690
Net capital gain (less loss) amount $3,444,000
Number of returns with taxable individual retirement arrangements distributions 450
Taxable individual retirement arrangements distributions amount $9,362,000
Number of returns with taxable pensions and annuities 650
Taxable pensions and annuities amount $22,810,000
Number of farm returns 30
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $171,000
Number of returns with taxable Social Security benefits 590
Taxable Social Security benefits amount $11,506,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $1,890,000
Number of returns with total statutory adjustments 620
Total statutory adjustments amount $2,201,000
Number of returns with educator expenses 70
Educator expenses amount $18,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $424,000
Number of returns with IRA payments 50
IRA payments amount $331,000
Number of returns with student loan interest deduction 250
Student loan interest deduction amount $312,000
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 $70,000
Number of returns with itemized deductions 1,310
Total itemized deductions amount $24,399,000
Amount of AGI for itemized returns $114,276,000
Number of returns with State and local income taxes 1,160
State and local income taxes amount $4,156,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $229,000
Number of returns with real estate taxes 1,190
Real estate taxes amount $6,282,000
Number of returns with taxes paid 1,310
Taxes paid amount $10,740,000
Number of returns with mortgage interest paid 1,010
Mortgage interest paid amount $5,904,000
Number of returns with contributions 1,020
Contributions amount $3,233,000
Number of returns with taxable income 2,050
Taxable income amount $127,458,000
Number of returns with income tax before credits 2,050
Income tax before credits amount $19,510,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 900
Total tax credits amount $1,317,000
Number of returns with foreign tax credit 280
Foreign tax credit amount $52,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $74,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $204,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 550
Child tax credit amount $939,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $5,000
Number of returns with self-employment tax 240
Self-employment tax amount $754,000
Number of returns with total tax payments 2,030
Total tax payments amount $22,053,000
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 90
Refundable education credit amount $91,000
Number of returns with income tax 2,020
Income tax amount [10] $18,193,000
Number of returns with tax liability 2,030
Total tax liability amount [11] $19,051,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 610
Tax due at time of filing amount [12] $1,606,000
Number of returns with overpayments refunded 1,390
Overpayments refunded amount [13] $4,380,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $200,000

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

Number of returns 3,970
Number of single returns 430
Number of joint returns 3,170
Number of head of household returns 140
Number of returns with paid preparer's signature 1,880
Number of exemptions 11,000
Number of dependents 3,870
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] 180
Number of elderly returns [4] 1,320
Adjust gross income (AGI) [5] $547,734,000
Number of returns with total income 3,970
Salaries and wages amount $555,776,000
Number of returns with salaries and wages 3,410
Salaries and wages amount $394,609
Number of returns with taxable interest 2,450
Taxable interest amount $2,694
Number of returns with ordinary dividends 1,880
Ordinary dividends amount $10,619,000
Number of returns with qualified dividends 1,760
Qualified dividends amount [6] $7,791
Number of returns with state and local income tax refunds 2,110
State and local income tax refunds amount $1,659
Number of returns with business or professional net income (less loss) 770
Business or professional net income (less loss) amount $17,118,000
Number of returns with net capital gain (less loss) 1,670
Net capital gain (less loss) amount $14,977,000
Number of returns with taxable individual retirement arrangements distributions 870
Taxable individual retirement arrangements distributions amount $25,873,000
Number of returns with taxable pensions and annuities 1,240
Taxable pensions and annuities amount $53,314,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $561,000
Number of returns with taxable Social Security benefits 890
Taxable Social Security benefits amount $20,990,000
Number of returns with partnership/S-corp net income (less loss) 390
Partnership/S-corp net income (less loss) amount $10,880,000
Number of returns with total statutory adjustments 1,510
Total statutory adjustments amount $8,042,000
Number of returns with educator expenses 200
Educator expenses amount $52,000
Number of returns with self-employment retirement plans 80
Self-employment retirement plans amount $1,198,000
Number of returns with self-employment health insurance deduction 170
Self-employment health insurance deduction amount $1,495,000
Number of returns with IRA payments 140
IRA payments amount $775,000
Number of returns with student loan interest deduction 500
Student loan interest deduction amount $585,000
Number of returns with tuition and fees deduction 80
Tuition and fees deduction amount $139,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 3,300
Total itemized deductions amount $79,152,000
Amount of AGI for itemized returns $462,184,000
Number of returns with State and local income taxes 3,120
State and local income taxes amount $18,730,000
Number of returns with State and local general sales tax 150
State and local general sales tax amount $352,000
Number of returns with real estate taxes 3,120
Real estate taxes amount $20,788,000
Number of returns with taxes paid 3,300
Taxes paid amount $40,170,000
Number of returns with mortgage interest paid 2,740
Mortgage interest paid amount $18,668,000
Number of returns with contributions 2,870
Contributions amount $12,139,000
Number of returns with taxable income 3,960
Taxable income amount $415,786,000
Number of returns with income tax before credits 3,960
Income tax before credits amount $72,185,000
Number of returns with alternative minimum tax 200
Alternative minimum tax amount $337,000
Number of returns with total tax credits 2,000
Total tax credits amount $2,318,000
Number of returns with foreign tax credit 740
Foreign tax credit amount $122,000
Number of returns with child and dependent care credit 470
Child and dependent care credit amount $283,000
Number of returns with nonrefundable education credit 410
Nonrefundable education credit amount $602,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 850
Child tax credit amount $1,133,000
Number of returns with residential energy tax credit 80
Residential energy tax credit amount $29,000
Number of returns with self-employment tax 600
Self-employment tax amount $2,772,000
Number of returns with total tax payments 3,950
Total tax payments amount $77,204,000
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 360
Refundable education credit amount $364,000
Number of returns with income tax 3,960
Income tax amount [10] $69,867,000
Number of returns with tax liability 3,960
Total tax liability amount [11] $73,061,000
Number of returns with net investment income tax 50
Net investment income tax $17,000
Number of returns with tax due at time of filing 1,500
Tax due at time of filing amount [12] $6,657,000
Number of returns with overpayments refunded 2,300
Overpayments refunded amount [13] $9,535,000
Number of returns with credit to next year’s estimated tax 210
Credited to next year’s estimated tax amount $1,207,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,830
Number of single returns 120
Number of joint returns 1,640
Number of head of household returns 40
Number of returns with paid preparer's signature 1,230
Number of exemptions 5,560
Number of dependents 2,100
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] 30
Number of elderly returns [4] 560
Adjust gross income (AGI) [5] $800,944,000
Number of returns with total income 1,830
Salaries and wages amount $816,230,000
Number of returns with salaries and wages 1,660
Salaries and wages amount $459,221
Number of returns with taxable interest 1,440
Taxable interest amount $6,642
Number of returns with ordinary dividends 1,220
Ordinary dividends amount $28,658,000
Number of returns with qualified dividends 1,180
Qualified dividends amount [6] $21,751
Number of returns with state and local income tax refunds 970
State and local income tax refunds amount $3,253
Number of returns with business or professional net income (less loss) 470
Business or professional net income (less loss) amount $31,337,000
Number of returns with net capital gain (less loss) 1,190
Net capital gain (less loss) amount $103,468,000
Number of returns with taxable individual retirement arrangements distributions 360
Taxable individual retirement arrangements distributions amount $16,087,000
Number of returns with taxable pensions and annuities 470
Taxable pensions and annuities amount $25,031,000
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 290
Taxable Social Security benefits amount $7,486,000
Number of returns with partnership/S-corp net income (less loss) 660
Partnership/S-corp net income (less loss) amount $127,243,000
Number of returns with total statutory adjustments 760
Total statutory adjustments amount $15,286,000
Number of returns with educator expenses 60
Educator expenses amount $15,000
Number of returns with self-employment retirement plans 130
Self-employment retirement plans amount $3,461,000
Number of returns with self-employment health insurance deduction 260
Self-employment health insurance deduction amount $3,216,000
Number of returns with IRA payments 30
IRA payments amount $281,000
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 70
Domestic production activities deduction amount $3,019,000
Number of returns with itemized deductions 1,770
Total itemized deductions amount $88,126,000
Amount of AGI for itemized returns $777,060,000
Number of returns with State and local income taxes 1,700
State and local income taxes amount $37,166,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $177,000
Number of returns with real estate taxes 1,690
Real estate taxes amount $19,704,000
Number of returns with taxes paid 1,770
Taxes paid amount $57,385,000
Number of returns with mortgage interest paid 1,380
Mortgage interest paid amount $13,604,000
Number of returns with contributions 1,630
Contributions amount $19,161,000
Number of returns with taxable income 1,830
Taxable income amount $697,141,000
Number of returns with income tax before credits 1,830
Income tax before credits amount $186,090,000
Number of returns with alternative minimum tax 1,020
Alternative minimum tax amount $6,208,000
Number of returns with total tax credits 870
Total tax credits amount $2,019,000
Number of returns with foreign tax credit 680
Foreign tax credit amount $543,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $100,000
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 30
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 440
Self-employment tax amount $3,485,000
Number of returns with total tax payments 1,820
Total tax payments amount $186,314,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 1,830
Income tax amount [10] $184,071,000
Number of returns with tax liability 1,830
Total tax liability amount [11] $192,105,000
Number of returns with net investment income tax 1,020
Net investment income tax $2,549,000
Number of returns with tax due at time of filing 930
Tax due at time of filing amount [12] $21,005,000
Number of returns with overpayments refunded 650
Overpayments refunded amount [13] $6,230,000
Number of returns with credit to next year’s estimated tax 280
Credited to next year’s estimated tax amount $8,852,000

[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.