Zip Code Database List
1-800-425-1169
Account Login
Find ZIP+4 of Address

Find the ZIP Code, County, and +4 of any U.S. Address

FREE ZIP Code Finder

Find info on any U.S. ZIP Code

Other FREE Lookups

Lookup ZIP Code of any City, State, County or Area Code

FREE Radius Search

Find all ZIP Codes

FREE Distance Calc

Calculate the distance between two U.S. or Canadian ZIP codes.






ZIP Code Database - Facts & Stats

Share |

ZIP Code 04358 Income Tax Stats

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

ZIP Code 04358 Data

Zip Code:04358
City:South China
State:ME [Maine]
Counties: KENNEBEC, ME
City Alias(es):South China
Area Code:207
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


04358 Income Tax Overview

Total Number of Tax Returns for ZIP Code 04358 [1] 1,910
Total Number of Single Tax Returns for ZIP Code 04358 800
Total Number of Joint Tax Returns for ZIP Code 04358 830
Total Number of Dependents for ZIP Code 04358 1,030
Total Adjusted Gross Income for ZIP Code 04358 $105,845,000
Average Income per Person for ZIP Code 04358 $24,753
Average Income per Household for ZIP Code 04358 $55,416

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 600
Number of single returns 440
Number of joint returns 90
Number of head of household returns 70
Number of returns with paid preparer's signature 220
Number of exemptions 750
Number of dependents 190
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 100
Number of elderly returns [4] 140
Adjust gross income (AGI) [5] $7,387,000
Number of returns with total income 600
Salaries and wages amount $7,534,000
Number of returns with salaries and wages 450
Salaries and wages amount $5,332
Number of returns with taxable interest 110
Taxable interest amount $36
Number of returns with ordinary dividends 40
Ordinary dividends amount $54,000
Number of returns with qualified dividends 30
Qualified dividends amount [6] $37
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) 100
Business or professional net income (less loss) amount $732,000
Number of returns with net capital gain (less loss) 40
Net capital gain (less loss) amount $100,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $239,000
Number of returns with taxable pensions and annuities 80
Taxable pensions and annuities amount $883,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $153,000
Number of returns with taxable Social Security benefits 30
Taxable Social Security benefits amount $41,000
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 110
Total statutory adjustments amount $147,000
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 $118,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 30
Student loan interest deduction amount $25,000
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 20
Total itemized deductions amount $258,000
Amount of AGI for itemized returns $341,000
Number of returns with State and local income taxes 0
State and local income taxes amount $0
Number of returns with State and local general sales tax 20
State and local general sales tax amount $17,000
Number of returns with real estate taxes 0
Real estate taxes amount $0
Number of returns with taxes paid 20
Taxes paid amount $65,000
Number of returns with mortgage interest paid 0
Mortgage interest paid amount $0
Number of returns with contributions 0
Contributions amount $0
Number of returns with taxable income 280
Taxable income amount $1,576,000
Number of returns with income tax before credits 290
Income tax before credits amount $173,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 70
Total tax credits amount $28,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
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 30
Retirement savings contribution credit amount $5,000
Number of returns with child tax credit 20
Child tax credit amount $9,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 80
Self-employment tax amount $125,000
Number of returns with total tax payments 540
Total tax payments amount $1,078,000
Number of returns with earned income credit 200
Earned income credit amount [8] $431,000
Number of returns with excess earned income credit 150
Excess earned income credit (refundable) amount [9] $355,000
Number of returns with additional child tax credit 90
Additional child tax credit amount $106,000
Number of returns with refundable education credit 30
Refundable education credit amount $25,000
Number of returns with income tax 250
Income tax amount [10] $145,000
Number of returns with tax liability 310
Total tax liability amount [11] $286,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 60
Tax due at time of filing amount [12] $66,000
Number of returns with overpayments refunded 500
Overpayments refunded amount [13] $847,000
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 540
Number of single returns 290
Number of joint returns 150
Number of head of household returns 100
Number of returns with paid preparer's signature 240
Number of exemptions 970
Number of dependents 280
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 100
Number of elderly returns [4] 120
Adjust gross income (AGI) [5] $19,917,000
Number of returns with total income 540
Salaries and wages amount $20,314,000
Number of returns with salaries and wages 470
Salaries and wages amount $16,202
Number of returns with taxable interest 120
Taxable interest amount $83
Number of returns with ordinary dividends 60
Ordinary dividends amount $134,000
Number of returns with qualified dividends 50
Qualified dividends amount [6] $84
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $33
Number of returns with business or professional net income (less loss) 70
Business or professional net income (less loss) amount $687,000
Number of returns with net capital gain (less loss) 50
Net capital gain (less loss) amount $154,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $365,000
Number of returns with taxable pensions and annuities 100
Taxable pensions and annuities amount $2,110,000
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 $413,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount ($28,000)
Number of returns with total statutory adjustments 140
Total statutory adjustments amount $397,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 40
IRA payments amount $201,000
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $71,000
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 80
Total itemized deductions amount $1,135,000
Amount of AGI for itemized returns $3,314,000
Number of returns with State and local income taxes 80
State and local income taxes amount $125,000
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 90
Real estate taxes amount $241,000
Number of returns with taxes paid 80
Taxes paid amount $358,000
Number of returns with mortgage interest paid 80
Mortgage interest paid amount $396,000
Number of returns with contributions 60
Contributions amount $87,000
Number of returns with taxable income 530
Taxable income amount $10,825,000
Number of returns with income tax before credits 520
Income tax before credits amount $1,333,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 190
Total tax credits amount $157,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $13,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $30,000
Number of returns with retirement savings contribution credit 80
Retirement savings contribution credit amount $18,000
Number of returns with child tax credit 100
Child tax credit amount $102,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 50
Self-employment tax amount $118,000
Number of returns with total tax payments 530
Total tax payments amount $2,349,000
Number of returns with earned income credit 120
Earned income credit amount [8] $243,000
Number of returns with excess earned income credit 90
Excess earned income credit (refundable) amount [9] $201,000
Number of returns with additional child tax credit 100
Additional child tax credit amount $121,000
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 440
Income tax amount [10] $1,176,000
Number of returns with tax liability 470
Total tax liability amount [11] $1,324,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 80
Tax due at time of filing amount [12] $128,000
Number of returns with overpayments refunded 460
Overpayments refunded amount [13] $1,122,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 300
Number of single returns 70
Number of joint returns 200
Number of head of household returns 40
Number of returns with paid preparer's signature 160
Number of exemptions 690
Number of dependents 180
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 40
Number of elderly returns [4] 100
Adjust gross income (AGI) [5] $18,435,000
Number of returns with total income 300
Salaries and wages amount $18,681,000
Number of returns with salaries and wages 260
Salaries and wages amount $13,893
Number of returns with taxable interest 130
Taxable interest amount $84
Number of returns with ordinary dividends 60
Ordinary dividends amount $192,000
Number of returns with qualified dividends 60
Qualified dividends amount [6] $119
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $35
Number of returns with business or professional net income (less loss) 50
Business or professional net income (less loss) amount $471,000
Number of returns with net capital gain (less loss) 60
Net capital gain (less loss) amount $255,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $385,000
Number of returns with taxable pensions and annuities 80
Taxable pensions and annuities amount $2,477,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $83,000
Number of returns with taxable Social Security benefits 70
Taxable Social Security benefits amount $837,000
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 100
Total statutory adjustments amount $246,000
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 20
Self-employment health insurance deduction amount $78,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 40
Student loan interest deduction amount $41,000
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 80
Total itemized deductions amount $1,448,000
Amount of AGI for itemized returns $5,043,000
Number of returns with State and local income taxes 70
State and local income taxes amount $249,000
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 80
Real estate taxes amount $208,000
Number of returns with taxes paid 80
Taxes paid amount $497,000
Number of returns with mortgage interest paid 60
Mortgage interest paid amount $271,000
Number of returns with contributions 50
Contributions amount $122,000
Number of returns with taxable income 300
Taxable income amount $11,692,000
Number of returns with income tax before credits 300
Income tax before credits amount $1,563,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 140
Total tax credits amount $182,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $27,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $51,000
Number of returns with retirement savings contribution credit 40
Retirement savings contribution credit amount $7,000
Number of returns with child tax credit 90
Child tax credit amount $125,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 40
Self-employment tax amount $86,000
Number of returns with total tax payments 300
Total tax payments amount $1,964,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 30
Refundable education credit amount $26,000
Number of returns with income tax 280
Income tax amount [10] $1,381,000
Number of returns with tax liability 290
Total tax liability amount [11] $1,517,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 60
Tax due at time of filing amount [12] $129,000
Number of returns with overpayments refunded 230
Overpayments refunded amount [13] $570,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $101,000

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

Number of returns 210
Number of single returns 30
Number of joint returns 170
Number of head of household returns 0
Number of returns with paid preparer's signature 90
Number of exemptions 530
Number of dependents 160
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] 50
Number of elderly returns [4] 60
Adjust gross income (AGI) [5] $18,000,000
Number of returns with total income 210
Salaries and wages amount $18,193,000
Number of returns with salaries and wages 190
Salaries and wages amount $14,338
Number of returns with taxable interest 90
Taxable interest amount $46
Number of returns with ordinary dividends 50
Ordinary dividends amount $135,000
Number of returns with qualified dividends 40
Qualified dividends amount [6] $83
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $39
Number of returns with business or professional net income (less loss) 40
Business or professional net income (less loss) amount $462,000
Number of returns with net capital gain (less loss) 40
Net capital gain (less loss) amount $296,000
Number of returns with taxable individual retirement arrangements distributions 20
Taxable individual retirement arrangements distributions amount $212,000
Number of returns with taxable pensions and annuities 60
Taxable pensions and annuities amount $1,778,000
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 50
Taxable Social Security benefits amount $776,000
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 80
Total statutory adjustments amount $193,000
Number of returns with educator expenses 30
Educator expenses amount $8,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 30
IRA payments amount $151,000
Number of returns with student loan interest deduction 40
Student loan interest deduction amount $37,000
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 60
Total itemized deductions amount $1,044,000
Amount of AGI for itemized returns $5,567,000
Number of returns with State and local income taxes 60
State and local income taxes amount $259,000
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 60
Real estate taxes amount $188,000
Number of returns with taxes paid 60
Taxes paid amount $471,000
Number of returns with mortgage interest paid 50
Mortgage interest paid amount $323,000
Number of returns with contributions 40
Contributions amount $87,000
Number of returns with taxable income 210
Taxable income amount $12,968,000
Number of returns with income tax before credits 210
Income tax before credits amount $1,848,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 80
Total tax credits amount $158,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
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 60
Child tax credit amount $107,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 30
Self-employment tax amount $78,000
Number of returns with total tax payments 210
Total tax payments amount $2,007,000
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 210
Income tax amount [10] $1,689,000
Number of returns with tax liability 210
Total tax liability amount [11] $1,784,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 60
Tax due at time of filing amount [12] $204,000
Number of returns with overpayments refunded 150
Overpayments refunded amount [13] $428,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 230
Number of single returns 20
Number of joint returns 190
Number of head of household returns 0
Number of returns with paid preparer's signature 140
Number of exemptions 620
Number of dependents 200
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] 70
Adjust gross income (AGI) [5] $29,820,000
Number of returns with total income 230
Salaries and wages amount $30,439,000
Number of returns with salaries and wages 210
Salaries and wages amount $22,819
Number of returns with taxable interest 140
Taxable interest amount $196
Number of returns with ordinary dividends 70
Ordinary dividends amount $306,000
Number of returns with qualified dividends 60
Qualified dividends amount [6] $204
Number of returns with state and local income tax refunds 100
State and local income tax refunds amount $163
Number of returns with business or professional net income (less loss) 50
Business or professional net income (less loss) amount $1,301,000
Number of returns with net capital gain (less loss) 70
Net capital gain (less loss) amount $1,623,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $1,290,000
Number of returns with taxable pensions and annuities 70
Taxable pensions and annuities amount $2,331,000
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 50
Taxable Social Security benefits amount $987,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $1,424,000
Number of returns with total statutory adjustments 110
Total statutory adjustments amount $619,000
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 0
IRA payments amount $0
Number of returns with student loan interest deduction 40
Student loan interest deduction amount $43,000
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 170
Total itemized deductions amount $3,664,000
Amount of AGI for itemized returns $22,807,000
Number of returns with State and local income taxes 160
State and local income taxes amount $1,176,000
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 160
Real estate taxes amount $603,000
Number of returns with taxes paid 170
Taxes paid amount $1,887,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $934,000
Number of returns with contributions 140
Contributions amount $430,000
Number of returns with taxable income 230
Taxable income amount $22,897,000
Number of returns with income tax before credits 230
Income tax before credits amount $3,884,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $109,000
Number of returns with total tax credits 120
Total tax credits amount $175,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $20,000
Number of returns with nonrefundable education credit 20
Nonrefundable education credit amount $34,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 60
Child tax credit amount $90,000
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 $276,000
Number of returns with total tax payments 220
Total tax payments amount $4,207,000
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 20
Refundable education credit amount $22,000
Number of returns with income tax 230
Income tax amount [10] $3,713,000
Number of returns with tax liability 230
Total tax liability amount [11] $3,936,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 90
Tax due at time of filing amount [12] $524,000
Number of returns with overpayments refunded 150
Overpayments refunded amount [13] $738,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

Adjusted Gross Income: $200,000 or more

Number of returns 30
Number of single returns 0
Number of joint returns 30
Number of head of household returns 0
Number of returns with paid preparer's signature 0
Number of exemptions 80
Number of dependents 20
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] 0
Adjust gross income (AGI) [5] $12,286,000
Number of returns with total income 30
Salaries and wages amount $12,286,000
Number of returns with salaries and wages 20
Salaries and wages amount $5,281
Number of returns with taxable interest 0
Taxable interest amount $0
Number of returns with ordinary dividends 0
Ordinary dividends amount $0
Number of returns with qualified dividends 0
Qualified dividends amount [6] $0
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) 0
Business or professional net income (less loss) amount $0
Number of returns with net capital gain (less loss) 0
Net capital gain (less loss) amount $0
Number of returns with taxable individual retirement arrangements distributions 0
Taxable individual retirement arrangements distributions amount $0
Number of returns with taxable pensions and annuities 0
Taxable pensions and annuities amount $0
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 0
Taxable Social Security benefits amount $0
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 0
Total statutory adjustments amount $0
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 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 30
Total itemized deductions amount $1,812,000
Amount of AGI for itemized returns $12,286,000
Number of returns with State and local income taxes 30
State and local income taxes amount $942,000
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 30
Real estate taxes amount $210,000
Number of returns with taxes paid 30
Taxes paid amount $1,169,000
Number of returns with mortgage interest paid 0
Mortgage interest paid amount $0
Number of returns with contributions 20
Contributions amount $241,000
Number of returns with taxable income 30
Taxable income amount $10,232,000
Number of returns with income tax before credits 30
Income tax before credits amount $2,493,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 0
Total tax credits amount $0
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
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 0
Self-employment tax amount $0
Number of returns with total tax payments 30
Total tax payments amount $2,138,000
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 30
Income tax amount [10] $2,485,000
Number of returns with tax liability 30
Total tax liability amount [11] $2,634,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 0
Tax due at time of filing amount [12] $0
Number of returns with overpayments refunded 0
Overpayments refunded amount [13] $0
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

[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.