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ZIP Code Database - Facts & Stats

ZIP Code 06062 Income Tax Stats

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

ZIP Code 06062 Data

Zip Code:06062
City:Plainville
State:CT [Connecticut]
Counties: HARTFORD, CT
City Alias(es):Plainville
Area Code:959
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


06062 Income Tax Overview

Total Number of Tax Returns for ZIP Code 06062 [1] 9,410
Total Number of Single Tax Returns for ZIP Code 06062 2,960
Total Number of Joint Tax Returns for ZIP Code 06062 3,080
Total Number of Dependents for ZIP Code 06062 3,950
Total Adjusted Gross Income for ZIP Code 06062 $575,880,000
Average Income per Person for ZIP Code 06062 $32,508
Average Income per Household for ZIP Code 06062 $61,199

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 2,750
Number of single returns 2,200
Number of joint returns 270
Number of head of household returns 250
Number of returns with paid preparer's signature 1,210
Number of exemptions 2,950
Number of dependents 540
Total number of volunteer prepared returns [5] 220
Number of volunteer income tax assistance (VITA) prepared returns [3] 90
Number of tax counseling for the elderly (TCE) prepared returns [3] 140
Number of volunteer prepared returns with Earned Income Credit 40
Number of refund anticipation check returns [3] 340
Number of elderly returns [4] 740
Adjust gross income (AGI) [5] $33,413,000
Number of returns with total income 2,750
Salaries and wages amount $34,015,000
Number of returns with salaries and wages 2,010
Salaries and wages amount $23,217
Number of returns with taxable interest 600
Taxable interest amount $264
Number of returns with ordinary dividends 350
Ordinary dividends amount $488,000
Number of returns with qualified dividends 330
Qualified dividends amount [6] $359
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $34
Number of returns with business or professional net income (less loss) 330
Business or professional net income (less loss) amount $2,347,000
Number of returns with net capital gain (less loss) 250
Net capital gain (less loss) amount $254,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $1,822,000
Number of returns with taxable pensions and annuities 510
Taxable pensions and annuities amount $4,424,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $404,000
Number of returns with taxable Social Security benefits 230
Taxable Social Security benefits amount $435,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount ($20,000)
Number of returns with total statutory adjustments 420
Total statutory adjustments amount $602,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $206,000
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $120,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $115,000
Number of returns with tuition and fees deduction 20
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 200
Total itemized deductions amount $2,859,000
Amount of AGI for itemized returns $3,075,000
Number of returns with State and local income taxes 80
State and local income taxes amount $61,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $55,000
Number of returns with real estate taxes 160
Real estate taxes amount $756,000
Number of returns with taxes paid 200
Taxes paid amount $956,000
Number of returns with mortgage interest paid 110
Mortgage interest paid amount $543,000
Number of returns with contributions 140
Contributions amount $173,000
Number of returns with taxable income 1,380
Taxable income amount $8,379,000
Number of returns with income tax before credits 1,360
Income tax before credits amount $881,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 300
Total tax credits amount $106,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $5,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $61,000
Number of returns with retirement savings contribution credit 120
Retirement savings contribution credit amount $17,000
Number of returns with child tax credit 40
Child tax credit amount $18,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 270
Self-employment tax amount $389,000
Number of returns with total tax payments 2,440
Total tax payments amount $4,347,000
Number of returns with earned income credit 680
Earned income credit amount [8] $1,212,000
Number of returns with excess earned income credit 550
Excess earned income credit (refundable) amount [9] $1,055,000
Number of returns with additional child tax credit 270
Additional child tax credit amount $304,000
Number of returns with refundable education credit 120
Refundable education credit amount $105,000
Number of returns with income tax 1,190
Income tax amount [10] $775,000
Number of returns with tax liability 1,400
Total tax liability amount [11] $1,209,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 260
Tax due at time of filing amount [12] $218,000
Number of returns with overpayments refunded 2,270
Overpayments refunded amount [13] $3,323,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $69,000

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

Number of returns 2,290
Number of single returns 1,510
Number of joint returns 390
Number of head of household returns 350
Number of returns with paid preparer's signature 1,090
Number of exemptions 3,430
Number of dependents 760
Total number of volunteer prepared returns [5] 110
Number of volunteer income tax assistance (VITA) prepared returns [3] 70
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 330
Number of elderly returns [4] 510
Adjust gross income (AGI) [5] $85,709,000
Number of returns with total income 2,290
Salaries and wages amount $86,880,000
Number of returns with salaries and wages 1,990
Salaries and wages amount $70,248
Number of returns with taxable interest 510
Taxable interest amount $379
Number of returns with ordinary dividends 310
Ordinary dividends amount $665,000
Number of returns with qualified dividends 280
Qualified dividends amount [6] $447
Number of returns with state and local income tax refunds 220
State and local income tax refunds amount $135
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $2,633,000
Number of returns with net capital gain (less loss) 210
Net capital gain (less loss) amount $233,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $2,123,000
Number of returns with taxable pensions and annuities 410
Taxable pensions and annuities amount $6,283,000
Number of farm returns 0
Number of returns with unemployment compensation 140
Unemployment compensation amount [7] $902,000
Number of returns with taxable Social Security benefits 370
Taxable Social Security benefits amount $2,725,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $441,000
Number of returns with total statutory adjustments 580
Total statutory adjustments amount $1,171,000
Number of returns with educator expenses 60
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $144,000
Number of returns with IRA payments 70
IRA payments amount $262,000
Number of returns with student loan interest deduction 330
Student loan interest deduction amount $359,000
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 510
Total itemized deductions amount $7,344,000
Amount of AGI for itemized returns $20,288,000
Number of returns with State and local income taxes 420
State and local income taxes amount $820,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $64,000
Number of returns with real estate taxes 440
Real estate taxes amount $1,984,000
Number of returns with taxes paid 510
Taxes paid amount $3,070,000
Number of returns with mortgage interest paid 360
Mortgage interest paid amount $1,808,000
Number of returns with contributions 390
Contributions amount $579,000
Number of returns with taxable income 2,260
Taxable income amount $50,420,000
Number of returns with income tax before credits 2,250
Income tax before credits amount $6,424,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 720
Total tax credits amount $624,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $42,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $194,000
Number of returns with retirement savings contribution credit 260
Retirement savings contribution credit amount $53,000
Number of returns with child tax credit 330
Child tax credit amount $322,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 170
Self-employment tax amount $507,000
Number of returns with total tax payments 2,250
Total tax payments amount $10,288,000
Number of returns with earned income credit 310
Earned income credit amount [8] $576,000
Number of returns with excess earned income credit 240
Excess earned income credit (refundable) amount [9] $435,000
Number of returns with additional child tax credit 190
Additional child tax credit amount $225,000
Number of returns with refundable education credit 100
Refundable education credit amount $87,000
Number of returns with income tax 2,050
Income tax amount [10] $5,800,000
Number of returns with tax liability 2,110
Total tax liability amount [11] $6,422,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 300
Tax due at time of filing amount [12] $553,000
Number of returns with overpayments refunded 1,970
Overpayments refunded amount [13] $4,351,000
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 1,680
Number of single returns 940
Number of joint returns 470
Number of head of household returns 220
Number of returns with paid preparer's signature 930
Number of exemptions 2,850
Number of dependents 700
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 180
Number of elderly returns [4] 450
Adjust gross income (AGI) [5] $103,554,000
Number of returns with total income 1,680
Salaries and wages amount $104,688,000
Number of returns with salaries and wages 1,480
Salaries and wages amount $83,492
Number of returns with taxable interest 560
Taxable interest amount $446
Number of returns with ordinary dividends 340
Ordinary dividends amount $700,000
Number of returns with qualified dividends 320
Qualified dividends amount [6] $507
Number of returns with state and local income tax refunds 390
State and local income tax refunds amount $222
Number of returns with business or professional net income (less loss) 200
Business or professional net income (less loss) amount $1,874,000
Number of returns with net capital gain (less loss) 250
Net capital gain (less loss) amount $643,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $2,439,000
Number of returns with taxable pensions and annuities 370
Taxable pensions and annuities amount $8,381,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $750,000
Number of returns with taxable Social Security benefits 310
Taxable Social Security benefits amount $4,986,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $635,000
Number of returns with total statutory adjustments 490
Total statutory adjustments amount $1,134,000
Number of returns with educator expenses 50
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $234,000
Number of returns with IRA payments 40
IRA payments amount $180,000
Number of returns with student loan interest deduction 270
Student loan interest deduction amount $296,000
Number of returns with tuition and fees deduction 40
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 750
Total itemized deductions amount $11,604,000
Amount of AGI for itemized returns $47,330,000
Number of returns with State and local income taxes 730
State and local income taxes amount $2,213,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $32,000
Number of returns with real estate taxes 680
Real estate taxes amount $3,045,000
Number of returns with taxes paid 750
Taxes paid amount $5,629,000
Number of returns with mortgage interest paid 580
Mortgage interest paid amount $3,064,000
Number of returns with contributions 570
Contributions amount $893,000
Number of returns with taxable income 1,680
Taxable income amount $72,012,000
Number of returns with income tax before credits 1,680
Income tax before credits amount $10,621,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 520
Total tax credits amount $641,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $36,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $139,000
Number of returns with retirement savings contribution credit 80
Retirement savings contribution credit amount $14,000
Number of returns with child tax credit 300
Child tax credit amount $421,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $17,000
Number of returns with self-employment tax 140
Self-employment tax amount $398,000
Number of returns with total tax payments 1,670
Total tax payments amount $13,731,000
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 40
Additional child tax credit amount $49,000
Number of returns with refundable education credit 70
Refundable education credit amount $68,000
Number of returns with income tax 1,640
Income tax amount [10] $9,980,000
Number of returns with tax liability 1,660
Total tax liability amount [11] $10,470,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 270
Tax due at time of filing amount [12] $598,000
Number of returns with overpayments refunded 1,390
Overpayments refunded amount [13] $3,794,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $139,000

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

Number of returns 1,070
Number of single returns 360
Number of joint returns 590
Number of head of household returns 90
Number of returns with paid preparer's signature 600
Number of exemptions 2,260
Number of dependents 600
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 90
Number of elderly returns [4] 320
Adjust gross income (AGI) [5] $92,509,000
Number of returns with total income 1,070
Salaries and wages amount $93,364,000
Number of returns with salaries and wages 960
Salaries and wages amount $74,102
Number of returns with taxable interest 450
Taxable interest amount $264
Number of returns with ordinary dividends 310
Ordinary dividends amount $750,000
Number of returns with qualified dividends 290
Qualified dividends amount [6] $591
Number of returns with state and local income tax refunds 370
State and local income tax refunds amount $201
Number of returns with business or professional net income (less loss) 140
Business or professional net income (less loss) amount $1,373,000
Number of returns with net capital gain (less loss) 220
Net capital gain (less loss) amount $814,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $1,956,000
Number of returns with taxable pensions and annuities 290
Taxable pensions and annuities amount $8,105,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $446,000
Number of returns with taxable Social Security benefits 230
Taxable Social Security benefits amount $4,924,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $230,000
Number of returns with total statutory adjustments 310
Total statutory adjustments amount $855,000
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 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 20
IRA payments amount $106,000
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $146,000
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 720
Total itemized deductions amount $12,861,000
Amount of AGI for itemized returns $62,605,000
Number of returns with State and local income taxes 700
State and local income taxes amount $2,904,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $43,000
Number of returns with real estate taxes 680
Real estate taxes amount $3,272,000
Number of returns with taxes paid 720
Taxes paid amount $6,588,000
Number of returns with mortgage interest paid 590
Mortgage interest paid amount $3,399,000
Number of returns with contributions 580
Contributions amount $1,068,000
Number of returns with taxable income 1,070
Taxable income amount $66,500,000
Number of returns with income tax before credits 1,070
Income tax before credits amount $10,285,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 390
Total tax credits amount $588,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $48,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $115,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 260
Child tax credit amount $381,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $21,000
Number of returns with self-employment tax 110
Self-employment tax amount $284,000
Number of returns with total tax payments 1,070
Total tax payments amount $12,394,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 70
Refundable education credit amount $60,000
Number of returns with income tax 1,060
Income tax amount [10] $9,697,000
Number of returns with tax liability 1,070
Total tax liability amount [11] $10,072,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 230
Tax due at time of filing amount [12] $479,000
Number of returns with overpayments refunded 830
Overpayments refunded amount [13] $2,724,000
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 1,430
Number of single returns 170
Number of joint returns 1,210
Number of head of household returns 50
Number of returns with paid preparer's signature 870
Number of exemptions 3,850
Number of dependents 1,200
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] 90
Number of elderly returns [4] 420
Adjust gross income (AGI) [5] $190,293,000
Number of returns with total income 1,430
Salaries and wages amount $192,326,000
Number of returns with salaries and wages 1,320
Salaries and wages amount $153,347
Number of returns with taxable interest 730
Taxable interest amount $676
Number of returns with ordinary dividends 480
Ordinary dividends amount $1,622,000
Number of returns with qualified dividends 460
Qualified dividends amount [6] $1,230
Number of returns with state and local income tax refunds 530
State and local income tax refunds amount $372
Number of returns with business or professional net income (less loss) 240
Business or professional net income (less loss) amount $4,582,000
Number of returns with net capital gain (less loss) 370
Net capital gain (less loss) amount $2,663,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $4,399,000
Number of returns with taxable pensions and annuities 420
Taxable pensions and annuities amount $14,873,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $678,000
Number of returns with taxable Social Security benefits 280
Taxable Social Security benefits amount $6,703,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,702,000
Number of returns with total statutory adjustments 540
Total statutory adjustments amount $2,033,000
Number of returns with educator expenses 100
Educator expenses amount $27,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $501,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $324,000
Number of returns with IRA payments 60
IRA payments amount $297,000
Number of returns with student loan interest deduction 240
Student loan interest deduction amount $259,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $84,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,230
Total itemized deductions amount $28,039,000
Amount of AGI for itemized returns $165,257,000
Number of returns with State and local income taxes 1,210
State and local income taxes amount $8,311,000
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 1,180
Real estate taxes amount $7,049,000
Number of returns with taxes paid 1,230
Taxes paid amount $16,283,000
Number of returns with mortgage interest paid 1,060
Mortgage interest paid amount $7,065,000
Number of returns with contributions 1,070
Contributions amount $2,320,000
Number of returns with taxable income 1,430
Taxable income amount $144,122,000
Number of returns with income tax before credits 1,430
Income tax before credits amount $24,523,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $51,000
Number of returns with total tax credits 630
Total tax credits amount $925,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $107,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $255,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 310
Child tax credit amount $394,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $72,000
Number of returns with self-employment tax 180
Self-employment tax amount $824,000
Number of returns with total tax payments 1,430
Total tax payments amount $27,799,000
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 150
Refundable education credit amount $153,000
Number of returns with income tax 1,430
Income tax amount [10] $23,598,000
Number of returns with tax liability 1,430
Total tax liability amount [11] $24,643,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 400
Tax due at time of filing amount [12] $1,563,000
Number of returns with overpayments refunded 1,010
Overpayments refunded amount [13] $4,569,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $137,000

Adjusted Gross Income: $200,000 or more

Number of returns 190
Number of single returns 30
Number of joint returns 150
Number of head of household returns 0
Number of returns with paid preparer's signature 140
Number of exemptions 500
Number of dependents 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] 0
Number of elderly returns [4] 50
Adjust gross income (AGI) [5] $70,402,000
Number of returns with total income 190
Salaries and wages amount $72,066,000
Number of returns with salaries and wages 180
Salaries and wages amount $39,287
Number of returns with taxable interest 140
Taxable interest amount $870
Number of returns with ordinary dividends 100
Ordinary dividends amount $2,174,000
Number of returns with qualified dividends 100
Qualified dividends amount [6] $1,792
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $172
Number of returns with business or professional net income (less loss) 30
Business or professional net income (less loss) amount $3,866,000
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $4,911,000
Number of returns with taxable individual retirement arrangements distributions 30
Taxable individual retirement arrangements distributions amount $1,074,000
Number of returns with taxable pensions and annuities 50
Taxable pensions and annuities amount $2,944,000
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 30
Taxable Social Security benefits amount $716,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $15,305,000
Number of returns with total statutory adjustments 60
Total statutory adjustments amount $1,664,000
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 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 190
Total itemized deductions amount $8,668,000
Amount of AGI for itemized returns $69,878,000
Number of returns with State and local income taxes 190
State and local income taxes amount $4,741,000
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 180
Real estate taxes amount $1,706,000
Number of returns with taxes paid 190
Taxes paid amount $6,608,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $1,141,000
Number of returns with contributions 170
Contributions amount $781,000
Number of returns with taxable income 190
Taxable income amount $59,998,000
Number of returns with income tax before credits 190
Income tax before credits amount $16,238,000
Number of returns with alternative minimum tax 110
Alternative minimum tax amount $551,000
Number of returns with total tax credits 70
Total tax credits amount $51,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $33,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 30
Self-employment tax amount $395,000
Number of returns with total tax payments 190
Total tax payments amount $17,795,000
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 190
Income tax amount [10] $16,187,000
Number of returns with tax liability 190
Total tax liability amount [11] $17,010,000
Number of returns with net investment income tax 80
Net investment income tax $242,000
Number of returns with tax due at time of filing 80
Tax due at time of filing amount [12] $1,172,000
Number of returns with overpayments refunded 90
Overpayments refunded amount [13] $582,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $1,357,000

[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.