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ZIP Code Database - Facts & Stats

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ZIP Code 03820 Income Tax Stats

IRS Tax Statistics by ZIP Code -- Statistics of Income: 2017

ZIP Code 03820 Data

Zip Code:03820
City:Dover
State:NH [New Hampshire]
Counties: STRAFFORD, NH
City Alias(es):Dover
Area Code:603
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





03820 Income Tax Overview

Total Number of Tax Returns for ZIP Code 03820 [1] 16,930
Total Number of Single Tax Returns for ZIP Code 03820 4,720
Total Number of Joint Tax Returns for ZIP Code 03820 5,370
Total Number of Dependents for ZIP Code 03820 6,770
Total Adjusted Gross Income for ZIP Code 03820 $1,179,315,000
Average Income per Person for ZIP Code 03820 $39,259
Average Income per Household for ZIP Code 03820 $69,658

The following tables break down the 2017 Income Tax Statistics into different Gross Income levels.


Adjusted Gross Income: 1 under $25,000

Number of returns 4,750
Number of single returns 3,980
Number of joint returns 300
Number of head of household returns 400
Number of returns with paid preparer's signature 1,340
Number of exemptions 4,670
Number of dependents 830
Total number of volunteer prepared returns [5] 200
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
Number of tax counseling for the elderly (TCE) prepared returns [3] 180
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 560
Number of elderly returns [4] 950
Adjust gross income (AGI) [5] $59,235,000
Number of returns with total income 4,750
Salaries and wages amount $60,471,000
Number of returns with salaries and wages 3,840
Salaries and wages amount $47,228
Number of returns with taxable interest 810
Taxable interest amount $449
Number of returns with ordinary dividends 520
Ordinary dividends amount $826,000
Number of returns with qualified dividends 480
Qualified dividends amount [6] $536
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 460
Business or professional net income (less loss) amount $3,518,000
Number of returns with net capital gain (less loss) 410
Net capital gain (less loss) amount $379,000
Number of returns with taxable individual retirement arrangements distributions 340
Taxable individual retirement arrangements distributions amount $1,950,000
Number of returns with taxable pensions and annuities 610
Taxable pensions and annuities amount $5,742,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $267,000
Number of returns with taxable Social Security benefits 240
Taxable Social Security benefits amount $408,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $159,000
Number of returns with total statutory adjustments 790
Total statutory adjustments amount $1,236,000
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 80
Self-employment health insurance deduction amount $198,000
Number of returns with IRA payments 30
IRA payments amount $90,000
Number of returns with student loan interest deduction 360
Student loan interest deduction amount $409,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $97,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 300
Total itemized deductions amount $4,670,000
Amount of AGI for itemized returns $4,501,000
Number of returns with State and local income taxes 50
State and local income taxes amount $37,000
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 230
Real estate taxes amount $1,392,000
Number of returns with taxes paid 280
Taxes paid amount $1,562,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $929,000
Number of returns with contributions 210
Contributions amount $254,000
Number of returns with taxable income 2,520
Taxable income amount $17,023,000
Number of returns with income tax before credits 2,510
Income tax before credits amount $1,810,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 590
Total tax credits amount $214,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $9,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $125,000
Number of returns with retirement savings contribution credit 240
Retirement savings contribution credit amount $42,000
Number of returns with child tax credit 90
Child tax credit amount $33,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 390
Self-employment tax amount $560,000
Number of returns with total tax payments 4,340
Total tax payments amount $7,608,000
Number of returns with earned income credit 1,060
Earned income credit amount [8] $1,951,000
Number of returns with excess earned income credit 900
Excess earned income credit (refundable) amount [9] $1,771,000
Number of returns with additional child tax credit 440
Additional child tax credit amount $485,000
Number of returns with refundable education credit 180
Refundable education credit amount $152,000
Number of returns with income tax 2,210
Income tax amount [10] $1,596,000
Number of returns with tax liability 2,490
Total tax liability amount [11] $2,274,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 420
Tax due at time of filing amount [12] $410,000
Number of returns with overpayments refunded 4,050
Overpayments refunded amount [13] $5,700,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $37,000

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

Number of returns 4,380
Number of single returns 3,140
Number of joint returns 570
Number of head of household returns 520
Number of returns with paid preparer's signature 1,290
Number of exemptions 6,090
Number of dependents 1,180
Total number of volunteer prepared returns [5] 130
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 90
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 720
Number of elderly returns [4] 780
Adjust gross income (AGI) [5] $160,943,000
Number of returns with total income 4,380
Salaries and wages amount $163,449,000
Number of returns with salaries and wages 3,860
Salaries and wages amount $136,580
Number of returns with taxable interest 890
Taxable interest amount $666
Number of returns with ordinary dividends 570
Ordinary dividends amount $1,531,000
Number of returns with qualified dividends 520
Qualified dividends amount [6] $1,134
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $38
Number of returns with business or professional net income (less loss) 410
Business or professional net income (less loss) amount $4,668,000
Number of returns with net capital gain (less loss) 470
Net capital gain (less loss) amount $1,234,000
Number of returns with taxable individual retirement arrangements distributions 350
Taxable individual retirement arrangements distributions amount $3,307,000
Number of returns with taxable pensions and annuities 610
Taxable pensions and annuities amount $10,644,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $477,000
Number of returns with taxable Social Security benefits 580
Taxable Social Security benefits amount $3,933,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $276,000
Number of returns with total statutory adjustments 1,370
Total statutory adjustments amount $2,506,000
Number of returns with educator expenses 90
Educator expenses amount $22,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $182,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $252,000
Number of returns with IRA payments 80
IRA payments amount $338,000
Number of returns with student loan interest deduction 980
Student loan interest deduction amount $1,183,000
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 $9,165,000
Amount of AGI for itemized returns $22,073,000
Number of returns with State and local income taxes 140
State and local income taxes amount $160,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $22,000
Number of returns with real estate taxes 480
Real estate taxes amount $3,014,000
Number of returns with taxes paid 540
Taxes paid amount $3,375,000
Number of returns with mortgage interest paid 340
Mortgage interest paid amount $1,953,000
Number of returns with contributions 370
Contributions amount $558,000
Number of returns with taxable income 4,300
Taxable income amount $98,863,000
Number of returns with income tax before credits 4,280
Income tax before credits amount $12,574,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,300
Total tax credits amount $1,122,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $19,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $85,000
Number of returns with nonrefundable education credit 320
Nonrefundable education credit amount $370,000
Number of returns with retirement savings contribution credit 460
Retirement savings contribution credit amount $73,000
Number of returns with child tax credit 570
Child tax credit amount $550,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 330
Self-employment tax amount $804,000
Number of returns with total tax payments 4,290
Total tax payments amount $19,171,000
Number of returns with earned income credit 520
Earned income credit amount [8] $944,000
Number of returns with excess earned income credit 390
Excess earned income credit (refundable) amount [9] $738,000
Number of returns with additional child tax credit 320
Additional child tax credit amount $365,000
Number of returns with refundable education credit 170
Refundable education credit amount $159,000
Number of returns with income tax 3,950
Income tax amount [10] $11,452,000
Number of returns with tax liability 4,050
Total tax liability amount [11] $12,472,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 560
Tax due at time of filing amount [12] $905,000
Number of returns with overpayments refunded 3,760
Overpayments refunded amount [13] $7,518,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $62,000

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

Number of returns 2,640
Number of single returns 1,530
Number of joint returns 790
Number of head of household returns 240
Number of returns with paid preparer's signature 1,000
Number of exemptions 4,380
Number of dependents 950
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] 340
Number of elderly returns [4] 610
Adjust gross income (AGI) [5] $161,951,000
Number of returns with total income 2,640
Salaries and wages amount $164,384,000
Number of returns with salaries and wages 2,300
Salaries and wages amount $131,019
Number of returns with taxable interest 830
Taxable interest amount $631
Number of returns with ordinary dividends 530
Ordinary dividends amount $1,326,000
Number of returns with qualified dividends 490
Qualified dividends amount [6] $998
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $36
Number of returns with business or professional net income (less loss) 310
Business or professional net income (less loss) amount $5,218,000
Number of returns with net capital gain (less loss) 480
Net capital gain (less loss) amount $1,566,000
Number of returns with taxable individual retirement arrangements distributions 280
Taxable individual retirement arrangements distributions amount $3,621,000
Number of returns with taxable pensions and annuities 490
Taxable pensions and annuities amount $12,393,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $293,000
Number of returns with taxable Social Security benefits 430
Taxable Social Security benefits amount $6,358,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $1,106,000
Number of returns with total statutory adjustments 960
Total statutory adjustments amount $2,433,000
Number of returns with educator expenses 100
Educator expenses amount $24,000
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 $413,000
Number of returns with IRA payments 90
IRA payments amount $381,000
Number of returns with student loan interest deduction 620
Student loan interest deduction amount $769,000
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 740
Total itemized deductions amount $12,758,000
Amount of AGI for itemized returns $46,376,000
Number of returns with State and local income taxes 200
State and local income taxes amount $397,000
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 660
Real estate taxes amount $4,372,000
Number of returns with taxes paid 720
Taxes paid amount $5,010,000
Number of returns with mortgage interest paid 560
Mortgage interest paid amount $3,575,000
Number of returns with contributions 510
Contributions amount $951,000
Number of returns with taxable income 2,630
Taxable income amount $115,406,000
Number of returns with income tax before credits 2,620
Income tax before credits amount $17,161,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 850
Total tax credits amount $1,067,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $15,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $65,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $210,000
Number of returns with retirement savings contribution credit 140
Retirement savings contribution credit amount $23,000
Number of returns with child tax credit 490
Child tax credit amount $685,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $30,000
Number of returns with self-employment tax 250
Self-employment tax amount $966,000
Number of returns with total tax payments 2,600
Total tax payments amount $21,202,000
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 50
Additional child tax credit amount $54,000
Number of returns with refundable education credit 100
Refundable education credit amount $89,000
Number of returns with income tax 2,570
Income tax amount [10] $16,094,000
Number of returns with tax liability 2,590
Total tax liability amount [11] $17,249,000
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] $1,260,000
Number of returns with overpayments refunded 2,080
Overpayments refunded amount [13] $5,103,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $83,000

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

Number of returns 1,680
Number of single returns 640
Number of joint returns 890
Number of head of household returns 120
Number of returns with paid preparer's signature 700
Number of exemptions 3,430
Number of dependents 870
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
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] 170
Number of elderly returns [4] 490
Adjust gross income (AGI) [5] $146,136,000
Number of returns with total income 1,680
Salaries and wages amount $147,672,000
Number of returns with salaries and wages 1,470
Salaries and wages amount $112,358
Number of returns with taxable interest 750
Taxable interest amount $690
Number of returns with ordinary dividends 500
Ordinary dividends amount $2,222,000
Number of returns with qualified dividends 460
Qualified dividends amount [6] $1,683
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $98
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $4,403,000
Number of returns with net capital gain (less loss) 430
Net capital gain (less loss) amount $2,087,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $4,636,000
Number of returns with taxable pensions and annuities 380
Taxable pensions and annuities amount $11,941,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $238,000
Number of returns with taxable Social Security benefits 350
Taxable Social Security benefits amount $7,268,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $974,000
Number of returns with total statutory adjustments 540
Total statutory adjustments amount $1,536,000
Number of returns with educator expenses 60
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 $272,000
Number of returns with IRA payments 40
IRA payments amount $196,000
Number of returns with student loan interest deduction 260
Student loan interest deduction amount $284,000
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 790
Total itemized deductions amount $14,697,000
Amount of AGI for itemized returns $68,641,000
Number of returns with State and local income taxes 240
State and local income taxes amount $623,000
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 730
Real estate taxes amount $5,054,000
Number of returns with taxes paid 780
Taxes paid amount $6,009,000
Number of returns with mortgage interest paid 630
Mortgage interest paid amount $4,581,000
Number of returns with contributions 560
Contributions amount $1,345,000
Number of returns with taxable income 1,680
Taxable income amount $108,313,000
Number of returns with income tax before credits 1,680
Income tax before credits amount $16,991,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 650
Total tax credits amount $962,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $14,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $68,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $164,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 410
Child tax credit amount $590,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $63,000
Number of returns with self-employment tax 220
Self-employment tax amount $748,000
Number of returns with total tax payments 1,670
Total tax payments amount $19,440,000
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 80
Refundable education credit amount $81,000
Number of returns with income tax 1,660
Income tax amount [10] $16,029,000
Number of returns with tax liability 1,670
Total tax liability amount [11] $16,869,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 430
Tax due at time of filing amount [12] $1,313,000
Number of returns with overpayments refunded 1,210
Overpayments refunded amount [13] $3,756,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $89,000

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

Number of returns 2,660
Number of single returns 430
Number of joint returns 2,100
Number of head of household returns 100
Number of returns with paid preparer's signature 1,210
Number of exemptions 6,900
Number of dependents 2,150
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] 190
Number of elderly returns [4] 690
Adjust gross income (AGI) [5] $361,614,000
Number of returns with total income 2,660
Salaries and wages amount $366,337,000
Number of returns with salaries and wages 2,400
Salaries and wages amount $284,776
Number of returns with taxable interest 1,450
Taxable interest amount $1,887
Number of returns with ordinary dividends 1,050
Ordinary dividends amount $5,324,000
Number of returns with qualified dividends 1,000
Qualified dividends amount [6] $4,055
Number of returns with state and local income tax refunds 370
State and local income tax refunds amount $287
Number of returns with business or professional net income (less loss) 520
Business or professional net income (less loss) amount $11,591,000
Number of returns with net capital gain (less loss) 940
Net capital gain (less loss) amount $8,922,000
Number of returns with taxable individual retirement arrangements distributions 450
Taxable individual retirement arrangements distributions amount $10,245,000
Number of returns with taxable pensions and annuities 670
Taxable pensions and annuities amount $24,515,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $333,000
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $11,058,000
Number of returns with partnership/S-corp net income (less loss) 190
Partnership/S-corp net income (less loss) amount $5,359,000
Number of returns with total statutory adjustments 1,080
Total statutory adjustments amount $4,723,000
Number of returns with educator expenses 170
Educator expenses amount $45,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $851,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $870,000
Number of returns with IRA payments 110
IRA payments amount $581,000
Number of returns with student loan interest deduction 460
Student loan interest deduction amount $558,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $90,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $230,000
Number of returns with itemized deductions 1,800
Total itemized deductions amount $39,152,000
Amount of AGI for itemized returns $250,761,000
Number of returns with State and local income taxes 670
State and local income taxes amount $2,500,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $49,000
Number of returns with real estate taxes 1,740
Real estate taxes amount $14,625,000
Number of returns with taxes paid 1,800
Taxes paid amount $18,293,000
Number of returns with mortgage interest paid 1,560
Mortgage interest paid amount $12,947,000
Number of returns with contributions 1,480
Contributions amount $3,866,000
Number of returns with taxable income 2,650
Taxable income amount $284,607,000
Number of returns with income tax before credits 2,650
Income tax before credits amount $49,970,000
Number of returns with alternative minimum tax 50
Alternative minimum tax amount $64,000
Number of returns with total tax credits 1,250
Total tax credits amount $1,486,000
Number of returns with foreign tax credit 410
Foreign tax credit amount $64,000
Number of returns with child and dependent care credit 360
Child and dependent care credit amount $189,000
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $352,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 530
Child tax credit amount $646,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $121,000
Number of returns with self-employment tax 420
Self-employment tax amount $2,121,000
Number of returns with total tax payments 2,640
Total tax payments amount $54,129,000
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 $201,000
Number of returns with income tax 2,640
Income tax amount [10] $48,484,000
Number of returns with tax liability 2,650
Total tax liability amount [11] $50,932,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 910
Tax due at time of filing amount [12] $3,948,000
Number of returns with overpayments refunded 1,670
Overpayments refunded amount [13] $6,645,000
Number of returns with credit to next year’s estimated tax 100
Credited to next year’s estimated tax amount $468,000

Adjusted Gross Income: $200,000 or more

Number of returns 820
Number of single returns 70
Number of joint returns 720
Number of head of household returns 20
Number of returns with paid preparer's signature 510
Number of exemptions 2,320
Number of dependents 790
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] 230
Adjust gross income (AGI) [5] $289,436,000
Number of returns with total income 820
Salaries and wages amount $294,596,000
Number of returns with salaries and wages 740
Salaries and wages amount $189,631
Number of returns with taxable interest 590
Taxable interest amount $2,003
Number of returns with ordinary dividends 500
Ordinary dividends amount $11,847,000
Number of returns with qualified dividends 470
Qualified dividends amount [6] $10,291
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $322
Number of returns with business or professional net income (less loss) 190
Business or professional net income (less loss) amount $15,461,000
Number of returns with net capital gain (less loss) 500
Net capital gain (less loss) amount $33,125,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $5,178,000
Number of returns with taxable pensions and annuities 200
Taxable pensions and annuities amount $10,054,000
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 120
Taxable Social Security benefits amount $3,331,000
Number of returns with partnership/S-corp net income (less loss) 190
Partnership/S-corp net income (less loss) amount $19,937,000
Number of returns with total statutory adjustments 300
Total statutory adjustments amount $5,160,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $1,656,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $904,000
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 710
Total itemized deductions amount $25,642,000
Amount of AGI for itemized returns $243,726,000
Number of returns with State and local income taxes 360
State and local income taxes amount $3,868,000
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 690
Real estate taxes amount $9,060,000
Number of returns with taxes paid 710
Taxes paid amount $13,513,000
Number of returns with mortgage interest paid 600
Mortgage interest paid amount $6,709,000
Number of returns with contributions 650
Contributions amount $4,761,000
Number of returns with taxable income 810
Taxable income amount $255,333,000
Number of returns with income tax before credits 810
Income tax before credits amount $63,067,000
Number of returns with alternative minimum tax 320
Alternative minimum tax amount $1,479,000
Number of returns with total tax credits 340
Total tax credits amount $930,000
Number of returns with foreign tax credit 240
Foreign tax credit amount $326,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $47,000
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 $70,000
Number of returns with self-employment tax 190
Self-employment tax amount $1,807,000
Number of returns with total tax payments 810
Total tax payments amount $63,671,000
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 810
Income tax amount [10] $62,136,000
Number of returns with tax liability 820
Total tax liability amount [11] $65,578,000
Number of returns with net investment income tax 410
Net investment income tax $946,000
Number of returns with tax due at time of filing 410
Tax due at time of filing amount [12] $6,988,000
Number of returns with overpayments refunded 340
Overpayments refunded amount [13] $3,334,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $1,681,000

[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.