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ZIP Code Database - Facts & Stats

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ZIP Code 04401 Income Tax Stats

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

ZIP Code 04401 Data

Zip Code:04401
City:Bangor
State:ME [Maine]
Counties: PENOBSCOT, ME
City Alias(es):Bangor
Area Code:207
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


04401 Income Tax Overview

Total Number of Tax Returns for ZIP Code 04401 [1] 20,130
Total Number of Single Tax Returns for ZIP Code 04401 6,360
Total Number of Joint Tax Returns for ZIP Code 04401 6,780
Total Number of Dependents for ZIP Code 04401 9,110
Total Adjusted Gross Income for ZIP Code 04401 $1,115,534,000
Average Income per Person for ZIP Code 04401 $24,845
Average Income per Household for ZIP Code 04401 $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 7,740
Number of single returns 5,940
Number of joint returns 760
Number of head of household returns 940
Number of returns with paid preparer's signature 2,460
Number of exemptions 9,320
Number of dependents 2,080
Total number of volunteer prepared returns [5] 810
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 770
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 1,350
Number of elderly returns [4] 1,670
Adjust gross income (AGI) [5] $96,872,000
Number of returns with total income 7,740
Salaries and wages amount $98,509,000
Number of returns with salaries and wages 6,160
Salaries and wages amount $77,165
Number of returns with taxable interest 1,260
Taxable interest amount $636
Number of returns with ordinary dividends 560
Ordinary dividends amount $901,000
Number of returns with qualified dividends 510
Qualified dividends amount [6] $602
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $67
Number of returns with business or professional net income (less loss) 760
Business or professional net income (less loss) amount $4,909,000
Number of returns with net capital gain (less loss) 440
Net capital gain (less loss) amount $559,000
Number of returns with taxable individual retirement arrangements distributions 530
Taxable individual retirement arrangements distributions amount $3,302,000
Number of returns with taxable pensions and annuities 980
Taxable pensions and annuities amount $9,405,000
Number of farm returns 30
Number of returns with unemployment compensation 190
Unemployment compensation amount [7] $662,000
Number of returns with taxable Social Security benefits 360
Taxable Social Security benefits amount $531,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount ($91,000)
Number of returns with total statutory adjustments 1,120
Total statutory adjustments amount $1,637,000
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 130
Self-employment health insurance deduction amount $259,000
Number of returns with IRA payments 50
IRA payments amount $193,000
Number of returns with student loan interest deduction 420
Student loan interest deduction amount $386,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $172,000
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $36,000
Number of returns with itemized deductions 270
Total itemized deductions amount $3,978,000
Amount of AGI for itemized returns $3,932,000
Number of returns with State and local income taxes 140
State and local income taxes amount $166,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $45,000
Number of returns with real estate taxes 200
Real estate taxes amount $647,000
Number of returns with taxes paid 260
Taxes paid amount $978,000
Number of returns with mortgage interest paid 130
Mortgage interest paid amount $651,000
Number of returns with contributions 170
Contributions amount $323,000
Number of returns with taxable income 3,860
Taxable income amount $24,634,000
Number of returns with income tax before credits 3,870
Income tax before credits amount $2,637,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,040
Total tax credits amount $359,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $14,000
Number of returns with nonrefundable education credit 380
Nonrefundable education credit amount $209,000
Number of returns with retirement savings contribution credit 410
Retirement savings contribution credit amount $64,000
Number of returns with child tax credit 200
Child tax credit amount $67,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 630
Self-employment tax amount $846,000
Number of returns with total tax payments 6,980
Total tax payments amount $13,655,000
Number of returns with earned income credit 2,400
Earned income credit amount [8] $4,652,000
Number of returns with excess earned income credit 2,070
Excess earned income credit (refundable) amount [9] $4,275,000
Number of returns with additional child tax credit 1,080
Additional child tax credit amount $1,156,000
Number of returns with refundable education credit 420
Refundable education credit amount $351,000
Number of returns with income tax 3,310
Income tax amount [10] $2,278,000
Number of returns with tax liability 3,820
Total tax liability amount [11] $3,250,000
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] $495,000
Number of returns with overpayments refunded 6,570
Overpayments refunded amount [13] $10,850,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $33,000

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

Number of returns 5,300
Number of single returns 3,240
Number of joint returns 1,150
Number of head of household returns 770
Number of returns with paid preparer's signature 1,970
Number of exemptions 8,470
Number of dependents 2,050
Total number of volunteer prepared returns [5] 260
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 260
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 910
Number of elderly returns [4] 1,170
Adjust gross income (AGI) [5] $189,015,000
Number of returns with total income 5,300
Salaries and wages amount $191,751,000
Number of returns with salaries and wages 4,660
Salaries and wages amount $156,281
Number of returns with taxable interest 1,150
Taxable interest amount $614
Number of returns with ordinary dividends 550
Ordinary dividends amount $1,326,000
Number of returns with qualified dividends 510
Qualified dividends amount [6] $934
Number of returns with state and local income tax refunds 370
State and local income tax refunds amount $210
Number of returns with business or professional net income (less loss) 540
Business or professional net income (less loss) amount $4,705,000
Number of returns with net capital gain (less loss) 450
Net capital gain (less loss) amount $1,215,000
Number of returns with taxable individual retirement arrangements distributions 430
Taxable individual retirement arrangements distributions amount $3,670,000
Number of returns with taxable pensions and annuities 910
Taxable pensions and annuities amount $16,845,000
Number of farm returns 0
Number of returns with unemployment compensation 170
Unemployment compensation amount [7] $666,000
Number of returns with taxable Social Security benefits 860
Taxable Social Security benefits amount $5,113,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $718,000
Number of returns with total statutory adjustments 1,460
Total statutory adjustments amount $2,736,000
Number of returns with educator expenses 100
Educator expenses amount $23,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $160,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $341,000
Number of returns with IRA payments 120
IRA payments amount $507,000
Number of returns with student loan interest deduction 920
Student loan interest deduction amount $1,012,000
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 730
Total itemized deductions amount $10,028,000
Amount of AGI for itemized returns $28,203,000
Number of returns with State and local income taxes 630
State and local income taxes amount $1,060,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $49,000
Number of returns with real estate taxes 620
Real estate taxes amount $1,711,000
Number of returns with taxes paid 730
Taxes paid amount $3,034,000
Number of returns with mortgage interest paid 520
Mortgage interest paid amount $2,520,000
Number of returns with contributions 420
Contributions amount $937,000
Number of returns with taxable income 5,180
Taxable income amount $106,711,000
Number of returns with income tax before credits 5,160
Income tax before credits amount $13,325,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,880
Total tax credits amount $1,467,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 180
Child and dependent care credit amount $104,000
Number of returns with nonrefundable education credit 390
Nonrefundable education credit amount $382,000
Number of returns with retirement savings contribution credit 830
Retirement savings contribution credit amount $145,000
Number of returns with child tax credit 840
Child tax credit amount $786,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $20,000
Number of returns with self-employment tax 390
Self-employment tax amount $879,000
Number of returns with total tax payments 5,200
Total tax payments amount $21,791,000
Number of returns with earned income credit 960
Earned income credit amount [8] $1,914,000
Number of returns with excess earned income credit 770
Excess earned income credit (refundable) amount [9] $1,558,000
Number of returns with additional child tax credit 560
Additional child tax credit amount $740,000
Number of returns with refundable education credit 210
Refundable education credit amount $181,000
Number of returns with income tax 4,590
Income tax amount [10] $11,858,000
Number of returns with tax liability 4,730
Total tax liability amount [11] $13,000,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 750
Tax due at time of filing amount [12] $990,000
Number of returns with overpayments refunded 4,490
Overpayments refunded amount [13] $9,640,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $114,000

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

Number of returns 2,650
Number of single returns 1,030
Number of joint returns 1,340
Number of head of household returns 220
Number of returns with paid preparer's signature 1,260
Number of exemptions 5,380
Number of dependents 1,390
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 70
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 320
Number of elderly returns [4] 800
Adjust gross income (AGI) [5] $163,470,000
Number of returns with total income 2,650
Salaries and wages amount $165,807,000
Number of returns with salaries and wages 2,320
Salaries and wages amount $126,355
Number of returns with taxable interest 960
Taxable interest amount $601
Number of returns with ordinary dividends 470
Ordinary dividends amount $1,549,000
Number of returns with qualified dividends 440
Qualified dividends amount [6] $1,104
Number of returns with state and local income tax refunds 480
State and local income tax refunds amount $354
Number of returns with business or professional net income (less loss) 390
Business or professional net income (less loss) amount $3,559,000
Number of returns with net capital gain (less loss) 400
Net capital gain (less loss) amount $1,649,000
Number of returns with taxable individual retirement arrangements distributions 340
Taxable individual retirement arrangements distributions amount $4,313,000
Number of returns with taxable pensions and annuities 660
Taxable pensions and annuities amount $16,550,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $391,000
Number of returns with taxable Social Security benefits 610
Taxable Social Security benefits amount $8,291,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $418,000
Number of returns with total statutory adjustments 930
Total statutory adjustments amount $2,337,000
Number of returns with educator expenses 80
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 60
Self-employment health insurance deduction amount $292,000
Number of returns with IRA payments 100
IRA payments amount $510,000
Number of returns with student loan interest deduction 520
Student loan interest deduction amount $640,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $61,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 860
Total itemized deductions amount $13,437,000
Amount of AGI for itemized returns $53,128,000
Number of returns with State and local income taxes 810
State and local income taxes amount $2,258,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $43,000
Number of returns with real estate taxes 780
Real estate taxes amount $2,427,000
Number of returns with taxes paid 850
Taxes paid amount $5,065,000
Number of returns with mortgage interest paid 670
Mortgage interest paid amount $3,389,000
Number of returns with contributions 610
Contributions amount $1,518,000
Number of returns with taxable income 2,650
Taxable income amount $109,056,000
Number of returns with income tax before credits 2,640
Income tax before credits amount $15,561,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,030
Total tax credits amount $1,445,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $25,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $87,000
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $274,000
Number of returns with retirement savings contribution credit 230
Retirement savings contribution credit amount $40,000
Number of returns with child tax credit 610
Child tax credit amount $941,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $26,000
Number of returns with self-employment tax 280
Self-employment tax amount $667,000
Number of returns with total tax payments 2,620
Total tax payments amount $18,922,000
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 100
Additional child tax credit amount $119,000
Number of returns with refundable education credit 130
Refundable education credit amount $124,000
Number of returns with income tax 2,550
Income tax amount [10] $14,116,000
Number of returns with tax liability 2,580
Total tax liability amount [11] $14,957,000
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] $1,275,000
Number of returns with overpayments refunded 2,010
Overpayments refunded amount [13] $5,116,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $46,000

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

Number of returns 1,650
Number of single returns 340
Number of joint returns 1,200
Number of head of household returns 90
Number of returns with paid preparer's signature 870
Number of exemptions 4,040
Number of dependents 1,190
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] 150
Number of elderly returns [4] 520
Adjust gross income (AGI) [5] $142,950,000
Number of returns with total income 1,650
Salaries and wages amount $145,131,000
Number of returns with salaries and wages 1,470
Salaries and wages amount $108,658
Number of returns with taxable interest 740
Taxable interest amount $557
Number of returns with ordinary dividends 380
Ordinary dividends amount $1,491,000
Number of returns with qualified dividends 350
Qualified dividends amount [6] $1,078
Number of returns with state and local income tax refunds 430
State and local income tax refunds amount $390
Number of returns with business or professional net income (less loss) 310
Business or professional net income (less loss) amount $3,964,000
Number of returns with net capital gain (less loss) 310
Net capital gain (less loss) amount $2,562,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $4,386,000
Number of returns with taxable pensions and annuities 480
Taxable pensions and annuities amount $13,657,000
Number of farm returns 20
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $192,000
Number of returns with taxable Social Security benefits 390
Taxable Social Security benefits amount $6,953,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $1,953,000
Number of returns with total statutory adjustments 650
Total statutory adjustments amount $2,181,000
Number of returns with educator expenses 90
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 50
Self-employment health insurance deduction amount $358,000
Number of returns with IRA payments 70
IRA payments amount $393,000
Number of returns with student loan interest deduction 330
Student loan interest deduction amount $441,000
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 740
Total itemized deductions amount $13,354,000
Amount of AGI for itemized returns $64,753,000
Number of returns with State and local income taxes 710
State and local income taxes amount $2,785,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $51,000
Number of returns with real estate taxes 710
Real estate taxes amount $2,431,000
Number of returns with taxes paid 740
Taxes paid amount $5,673,000
Number of returns with mortgage interest paid 610
Mortgage interest paid amount $3,473,000
Number of returns with contributions 570
Contributions amount $1,588,000
Number of returns with taxable income 1,650
Taxable income amount $102,245,000
Number of returns with income tax before credits 1,650
Income tax before credits amount $14,929,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 740
Total tax credits amount $1,257,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $15,000
Number of returns with child and dependent care credit 180
Child and dependent care credit amount $103,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $220,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 510
Child tax credit amount $835,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $32,000
Number of returns with self-employment tax 220
Self-employment tax amount $725,000
Number of returns with total tax payments 1,630
Total tax payments amount $16,982,000
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 120
Refundable education credit amount $110,000
Number of returns with income tax 1,630
Income tax amount [10] $13,672,000
Number of returns with tax liability 1,640
Total tax liability amount [11] $14,555,000
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] $1,278,000
Number of returns with overpayments refunded 1,180
Overpayments refunded amount [13] $3,600,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $84,000

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

Number of returns 2,180
Number of single returns 290
Number of joint returns 1,820
Number of head of household returns 70
Number of returns with paid preparer's signature 1,320
Number of exemptions 5,860
Number of dependents 1,860
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] 130
Number of elderly returns [4] 640
Adjust gross income (AGI) [5] $289,267,000
Number of returns with total income 2,180
Salaries and wages amount $293,081,000
Number of returns with salaries and wages 1,990
Salaries and wages amount $225,996
Number of returns with taxable interest 1,260
Taxable interest amount $1,627
Number of returns with ordinary dividends 730
Ordinary dividends amount $4,563,000
Number of returns with qualified dividends 690
Qualified dividends amount [6] $3,543
Number of returns with state and local income tax refunds 880
State and local income tax refunds amount $983
Number of returns with business or professional net income (less loss) 450
Business or professional net income (less loss) amount $6,683,000
Number of returns with net capital gain (less loss) 660
Net capital gain (less loss) amount $7,175,000
Number of returns with taxable individual retirement arrangements distributions 340
Taxable individual retirement arrangements distributions amount $8,994,000
Number of returns with taxable pensions and annuities 530
Taxable pensions and annuities amount $18,430,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $203,000
Number of returns with taxable Social Security benefits 420
Taxable Social Security benefits amount $8,831,000
Number of returns with partnership/S-corp net income (less loss) 260
Partnership/S-corp net income (less loss) amount $7,462,000
Number of returns with total statutory adjustments 950
Total statutory adjustments amount $3,814,000
Number of returns with educator expenses 150
Educator expenses amount $38,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $337,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $875,000
Number of returns with IRA payments 90
IRA payments amount $532,000
Number of returns with student loan interest deduction 400
Student loan interest deduction amount $465,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $130,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,690
Total itemized deductions amount $37,492,000
Amount of AGI for itemized returns $229,719,000
Number of returns with State and local income taxes 1,660
State and local income taxes amount $11,891,000
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 1,600
Real estate taxes amount $6,825,000
Number of returns with taxes paid 1,690
Taxes paid amount $19,940,000
Number of returns with mortgage interest paid 1,400
Mortgage interest paid amount $8,606,000
Number of returns with contributions 1,310
Contributions amount $4,526,000
Number of returns with taxable income 2,180
Taxable income amount $221,729,000
Number of returns with income tax before credits 2,170
Income tax before credits amount $37,715,000
Number of returns with alternative minimum tax 60
Alternative minimum tax amount $108,000
Number of returns with total tax credits 1,030
Total tax credits amount $1,434,000
Number of returns with foreign tax credit 290
Foreign tax credit amount $105,000
Number of returns with child and dependent care credit 270
Child and dependent care credit amount $155,000
Number of returns with nonrefundable education credit 230
Nonrefundable education credit amount $339,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 470
Child tax credit amount $620,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $62,000
Number of returns with self-employment tax 350
Self-employment tax amount $1,171,000
Number of returns with total tax payments 2,170
Total tax payments amount $40,933,000
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 $199,000
Number of returns with income tax 2,170
Income tax amount [10] $36,281,000
Number of returns with tax liability 2,170
Total tax liability amount [11] $37,673,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 700
Tax due at time of filing amount [12] $3,175,000
Number of returns with overpayments refunded 1,410
Overpayments refunded amount [13] $6,091,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $294,000

Adjusted Gross Income: $200,000 or more

Number of returns 610
Number of single returns 90
Number of joint returns 510
Number of head of household returns 0
Number of returns with paid preparer's signature 500
Number of exemptions 1,660
Number of dependents 540
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] 200
Adjust gross income (AGI) [5] $233,960,000
Number of returns with total income 610
Salaries and wages amount $237,951,000
Number of returns with salaries and wages 550
Salaries and wages amount $142,784
Number of returns with taxable interest 510
Taxable interest amount $2,935
Number of returns with ordinary dividends 350
Ordinary dividends amount $5,924,000
Number of returns with qualified dividends 340
Qualified dividends amount [6] $4,811
Number of returns with state and local income tax refunds 190
State and local income tax refunds amount $558
Number of returns with business or professional net income (less loss) 140
Business or professional net income (less loss) amount $7,960,000
Number of returns with net capital gain (less loss) 350
Net capital gain (less loss) amount $22,255,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $6,187,000
Number of returns with taxable pensions and annuities 110
Taxable pensions and annuities amount $6,540,000
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 110
Taxable Social Security benefits amount $2,975,000
Number of returns with partnership/S-corp net income (less loss) 240
Partnership/S-corp net income (less loss) amount $34,154,000
Number of returns with total statutory adjustments 250
Total statutory adjustments amount $3,991,000
Number of returns with educator expenses 20
Educator expenses amount $5,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $845,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $1,039,000
Number of returns with IRA payments 30
IRA payments amount $243,000
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 20
Domestic production activities deduction amount $280,000
Number of returns with itemized deductions 590
Total itemized deductions amount $28,028,000
Amount of AGI for itemized returns $228,498,000
Number of returns with State and local income taxes 590
State and local income taxes amount $16,024,000
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 550
Real estate taxes amount $4,325,000
Number of returns with taxes paid 590
Taxes paid amount $20,791,000
Number of returns with mortgage interest paid 430
Mortgage interest paid amount $3,625,000
Number of returns with contributions 520
Contributions amount $4,380,000
Number of returns with taxable income 610
Taxable income amount $201,177,000
Number of returns with income tax before credits 610
Income tax before credits amount $53,361,000
Number of returns with alternative minimum tax 420
Alternative minimum tax amount $2,594,000
Number of returns with total tax credits 260
Total tax credits amount $241,000
Number of returns with foreign tax credit 190
Foreign tax credit amount $99,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $29,000
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 20
Residential energy tax credit amount $21,000
Number of returns with self-employment tax 140
Self-employment tax amount $986,000
Number of returns with total tax payments 610
Total tax payments amount $53,057,000
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 610
Income tax amount [10] $52,984,000
Number of returns with tax liability 610
Total tax liability amount [11] $55,209,000
Number of returns with net investment income tax 330
Net investment income tax $618,000
Number of returns with tax due at time of filing 270
Tax due at time of filing amount [12] $6,412,000
Number of returns with overpayments refunded 260
Overpayments refunded amount [13] $2,674,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $1,544,000

[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.