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ZIP Code Database - Facts & Stats

ZIP Code 06074 Income Tax Stats

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

ZIP Code 06074 Data

Zip Code:06074
City:South Windsor
State:CT [Connecticut]
Counties: HARTFORD, CT
City Alias(es):South Windsor
Area Code:959
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


06074 Income Tax Overview

Total Number of Tax Returns for ZIP Code 06074 [1] 13,260
Total Number of Single Tax Returns for ZIP Code 06074 4,910
Total Number of Joint Tax Returns for ZIP Code 06074 6,030
Total Number of Dependents for ZIP Code 06074 7,720
Total Adjusted Gross Income for ZIP Code 06074 $1,290,665,000
Average Income per Person for ZIP Code 06074 $50,211
Average Income per Household for ZIP Code 06074 $97,335

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 3,130
Number of single returns 2,700
Number of joint returns 240
Number of head of household returns 150
Number of returns with paid preparer's signature 1,260
Number of exemptions 2,540
Number of dependents 380
Total number of volunteer prepared returns [5] 170
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 170
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 210
Number of elderly returns [4] 740
Adjust gross income (AGI) [5] $33,349,000
Number of returns with total income 3,130
Salaries and wages amount $34,150,000
Number of returns with salaries and wages 2,310
Salaries and wages amount $23,344
Number of returns with taxable interest 690
Taxable interest amount $316
Number of returns with ordinary dividends 510
Ordinary dividends amount $627,000
Number of returns with qualified dividends 480
Qualified dividends amount [6] $385
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $37
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $2,566,000
Number of returns with net capital gain (less loss) 390
Net capital gain (less loss) amount $504,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $1,842,000
Number of returns with taxable pensions and annuities 530
Taxable pensions and annuities amount $4,811,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $274,000
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $415,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount ($9,000)
Number of returns with total statutory adjustments 450
Total statutory adjustments amount $801,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $166,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $127,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $168,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 290
Total itemized deductions amount $4,941,000
Amount of AGI for itemized returns $4,130,000
Number of returns with State and local income taxes 110
State and local income taxes amount $166,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $73,000
Number of returns with real estate taxes 240
Real estate taxes amount $1,419,000
Number of returns with taxes paid 280
Taxes paid amount $1,740,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $650,000
Number of returns with contributions 190
Contributions amount $210,000
Number of returns with taxable income 1,470
Taxable income amount $8,450,000
Number of returns with income tax before credits 1,440
Income tax before credits amount $883,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 280
Total tax credits amount $106,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $74,000
Number of returns with retirement savings contribution credit 90
Retirement savings contribution credit amount $17,000
Number of returns with child tax credit 30
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 290
Self-employment tax amount $415,000
Number of returns with total tax payments 2,740
Total tax payments amount $3,930,000
Number of returns with earned income credit 490
Earned income credit amount [8] $803,000
Number of returns with excess earned income credit 390
Excess earned income credit (refundable) amount [9] $675,000
Number of returns with additional child tax credit 160
Additional child tax credit amount $179,000
Number of returns with refundable education credit 130
Refundable education credit amount $114,000
Number of returns with income tax 1,290
Income tax amount [10] $778,000
Number of returns with tax liability 1,510
Total tax liability amount [11] $1,228,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 320
Tax due at time of filing amount [12] $259,000
Number of returns with overpayments refunded 2,510
Overpayments refunded amount [13] $2,916,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $39,000

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

Number of returns 2,090
Number of single returns 1,370
Number of joint returns 390
Number of head of household returns 270
Number of returns with paid preparer's signature 980
Number of exemptions 3,110
Number of dependents 670
Total number of volunteer prepared returns [5] 90
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 220
Number of elderly returns [4] 620
Adjust gross income (AGI) [5] $77,074,000
Number of returns with total income 2,090
Salaries and wages amount $78,627,000
Number of returns with salaries and wages 1,630
Salaries and wages amount $56,077
Number of returns with taxable interest 630
Taxable interest amount $557
Number of returns with ordinary dividends 450
Ordinary dividends amount $1,000,000
Number of returns with qualified dividends 420
Qualified dividends amount [6] $660
Number of returns with state and local income tax refunds 220
State and local income tax refunds amount $122
Number of returns with business or professional net income (less loss) 260
Business or professional net income (less loss) amount $2,936,000
Number of returns with net capital gain (less loss) 350
Net capital gain (less loss) amount $646,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $2,991,000
Number of returns with taxable pensions and annuities 510
Taxable pensions and annuities amount $8,892,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $772,000
Number of returns with taxable Social Security benefits 490
Taxable Social Security benefits amount $3,757,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $455,000
Number of returns with total statutory adjustments 610
Total statutory adjustments amount $1,553,000
Number of returns with educator expenses 60
Educator expenses amount $15,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $219,000
Number of returns with IRA payments 70
IRA payments amount $325,000
Number of returns with student loan interest deduction 340
Student loan interest deduction amount $426,000
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 590
Total itemized deductions amount $10,183,000
Amount of AGI for itemized returns $22,910,000
Number of returns with State and local income taxes 390
State and local income taxes amount $685,000
Number of returns with State and local general sales tax 170
State and local general sales tax amount $141,000
Number of returns with real estate taxes 520
Real estate taxes amount $3,123,000
Number of returns with taxes paid 590
Taxes paid amount $4,204,000
Number of returns with mortgage interest paid 360
Mortgage interest paid amount $1,920,000
Number of returns with contributions 420
Contributions amount $728,000
Number of returns with taxable income 2,000
Taxable income amount $43,325,000
Number of returns with income tax before credits 1,980
Income tax before credits amount $5,440,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 650
Total tax credits amount $540,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $41,000
Number of returns with nonrefundable education credit 210
Nonrefundable education credit amount $231,000
Number of returns with retirement savings contribution credit 220
Retirement savings contribution credit amount $39,000
Number of returns with child tax credit 230
Child tax credit amount $217,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 200
Self-employment tax amount $634,000
Number of returns with total tax payments 2,020
Total tax payments amount $8,804,000
Number of returns with earned income credit 250
Earned income credit amount [8] $482,000
Number of returns with excess earned income credit 180
Excess earned income credit (refundable) amount [9] $354,000
Number of returns with additional child tax credit 160
Additional child tax credit amount $223,000
Number of returns with refundable education credit 120
Refundable education credit amount $109,000
Number of returns with income tax 1,810
Income tax amount [10] $4,900,000
Number of returns with tax liability 1,880
Total tax liability amount [11] $5,609,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 350
Tax due at time of filing amount [12] $525,000
Number of returns with overpayments refunded 1,680
Overpayments refunded amount [13] $3,621,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $71,000

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

Number of returns 1,790
Number of single returns 960
Number of joint returns 520
Number of head of household returns 250
Number of returns with paid preparer's signature 930
Number of exemptions 3,090
Number of dependents 780
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 170
Number of elderly returns [4] 600
Adjust gross income (AGI) [5] $111,173,000
Number of returns with total income 1,790
Salaries and wages amount $112,716,000
Number of returns with salaries and wages 1,430
Salaries and wages amount $80,400
Number of returns with taxable interest 720
Taxable interest amount $634
Number of returns with ordinary dividends 510
Ordinary dividends amount $1,437,000
Number of returns with qualified dividends 470
Qualified dividends amount [6] $1,017
Number of returns with state and local income tax refunds 470
State and local income tax refunds amount $306
Number of returns with business or professional net income (less loss) 210
Business or professional net income (less loss) amount $2,662,000
Number of returns with net capital gain (less loss) 390
Net capital gain (less loss) amount $1,100,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $3,901,000
Number of returns with taxable pensions and annuities 500
Taxable pensions and annuities amount $13,328,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $543,000
Number of returns with taxable Social Security benefits 440
Taxable Social Security benefits amount $7,056,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $793,000
Number of returns with total statutory adjustments 520
Total statutory adjustments amount $1,543,000
Number of returns with educator expenses 80
Educator expenses amount $18,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $373,000
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $252,000
Number of returns with IRA payments 50
IRA payments amount $233,000
Number of returns with student loan interest deduction 250
Student loan interest deduction amount $268,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $52,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 970
Total itemized deductions amount $17,305,000
Amount of AGI for itemized returns $61,257,000
Number of returns with State and local income taxes 900
State and local income taxes amount $2,536,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $63,000
Number of returns with real estate taxes 880
Real estate taxes amount $5,363,000
Number of returns with taxes paid 970
Taxes paid amount $8,441,000
Number of returns with mortgage interest paid 670
Mortgage interest paid amount $3,627,000
Number of returns with contributions 740
Contributions amount $1,267,000
Number of returns with taxable income 1,770
Taxable income amount $74,358,000
Number of returns with income tax before credits 1,760
Income tax before credits amount $10,788,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 610
Total tax credits amount $733,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $13,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $38,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $173,000
Number of returns with retirement savings contribution credit 60
Retirement savings contribution credit amount $12,000
Number of returns with child tax credit 330
Child tax credit amount $459,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $34,000
Number of returns with self-employment tax 150
Self-employment tax amount $499,000
Number of returns with total tax payments 1,770
Total tax payments amount $14,225,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 50
Additional child tax credit amount $73,000
Number of returns with refundable education credit 90
Refundable education credit amount $87,000
Number of returns with income tax 1,710
Income tax amount [10] $10,055,000
Number of returns with tax liability 1,720
Total tax liability amount [11] $10,631,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 340
Tax due at time of filing amount [12] $643,000
Number of returns with overpayments refunded 1,410
Overpayments refunded amount [13] $4,079,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $72,000

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

Number of returns 1,570
Number of single returns 500
Number of joint returns 860
Number of head of household returns 170
Number of returns with paid preparer's signature 900
Number of exemptions 3,520
Number of dependents 1,090
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] 110
Number of elderly returns [4] 520
Adjust gross income (AGI) [5] $137,425,000
Number of returns with total income 1,570
Salaries and wages amount $139,059,000
Number of returns with salaries and wages 1,310
Salaries and wages amount $101,103
Number of returns with taxable interest 750
Taxable interest amount $861
Number of returns with ordinary dividends 530
Ordinary dividends amount $1,949,000
Number of returns with qualified dividends 500
Qualified dividends amount [6] $1,528
Number of returns with state and local income tax refunds 570
State and local income tax refunds amount $429
Number of returns with business or professional net income (less loss) 220
Business or professional net income (less loss) amount $3,731,000
Number of returns with net capital gain (less loss) 410
Net capital gain (less loss) amount $1,205,000
Number of returns with taxable individual retirement arrangements distributions 280
Taxable individual retirement arrangements distributions amount $4,643,000
Number of returns with taxable pensions and annuities 460
Taxable pensions and annuities amount $15,442,000
Number of farm returns 30
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $450,000
Number of returns with taxable Social Security benefits 380
Taxable Social Security benefits amount $7,872,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $813,000
Number of returns with total statutory adjustments 460
Total statutory adjustments amount $1,634,000
Number of returns with educator expenses 80
Educator expenses amount $20,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $265,000
Number of returns with IRA payments 50
IRA payments amount $299,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $162,000
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 1,130
Total itemized deductions amount $23,533,000
Amount of AGI for itemized returns $99,468,000
Number of returns with State and local income taxes 1,100
State and local income taxes amount $4,729,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $116,000
Number of returns with real estate taxes 1,050
Real estate taxes amount $6,959,000
Number of returns with taxes paid 1,130
Taxes paid amount $12,393,000
Number of returns with mortgage interest paid 850
Mortgage interest paid amount $5,110,000
Number of returns with contributions 920
Contributions amount $1,723,000
Number of returns with taxable income 1,560
Taxable income amount $94,900,000
Number of returns with income tax before credits 1,560
Income tax before credits amount $14,562,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 730
Total tax credits amount $1,091,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $14,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $61,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $216,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 480
Child tax credit amount $711,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $54,000
Number of returns with self-employment tax 180
Self-employment tax amount $675,000
Number of returns with total tax payments 1,560
Total tax payments amount $17,966,000
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 110
Refundable education credit amount $103,000
Number of returns with income tax 1,550
Income tax amount [10] $13,471,000
Number of returns with tax liability 1,550
Total tax liability amount [11] $14,182,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 320
Tax due at time of filing amount [12] $812,000
Number of returns with overpayments refunded 1,200
Overpayments refunded amount [13] $4,414,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $143,000

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

Number of returns 3,350
Number of single returns 390
Number of joint returns 2,810
Number of head of household returns 120
Number of returns with paid preparer's signature 1,780
Number of exemptions 9,450
Number of dependents 3,290
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] 140
Number of elderly returns [4] 1,010
Adjust gross income (AGI) [5] $469,227,000
Number of returns with total income 3,350
Salaries and wages amount $474,556,000
Number of returns with salaries and wages 3,000
Salaries and wages amount $371,060
Number of returns with taxable interest 1,940
Taxable interest amount $2,467
Number of returns with ordinary dividends 1,530
Ordinary dividends amount $6,362,000
Number of returns with qualified dividends 1,450
Qualified dividends amount [6] $4,740
Number of returns with state and local income tax refunds 1,430
State and local income tax refunds amount $1,274
Number of returns with business or professional net income (less loss) 570
Business or professional net income (less loss) amount $12,714,000
Number of returns with net capital gain (less loss) 1,260
Net capital gain (less loss) amount $8,762,000
Number of returns with taxable individual retirement arrangements distributions 520
Taxable individual retirement arrangements distributions amount $11,603,000
Number of returns with taxable pensions and annuities 880
Taxable pensions and annuities amount $37,201,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $982,000
Number of returns with taxable Social Security benefits 630
Taxable Social Security benefits amount $14,837,000
Number of returns with partnership/S-corp net income (less loss) 230
Partnership/S-corp net income (less loss) amount $5,504,000
Number of returns with total statutory adjustments 1,220
Total statutory adjustments amount $5,329,000
Number of returns with educator expenses 260
Educator expenses amount $69,000
Number of returns with self-employment retirement plans 70
Self-employment retirement plans amount $1,034,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $814,000
Number of returns with IRA payments 150
IRA payments amount $870,000
Number of returns with student loan interest deduction 410
Student loan interest deduction amount $459,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $107,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 3,030
Total itemized deductions amount $79,014,000
Amount of AGI for itemized returns $429,151,000
Number of returns with State and local income taxes 3,000
State and local income taxes amount $22,264,000
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 2,890
Real estate taxes amount $23,177,000
Number of returns with taxes paid 3,030
Taxes paid amount $47,831,000
Number of returns with mortgage interest paid 2,440
Mortgage interest paid amount $17,365,000
Number of returns with contributions 2,600
Contributions amount $6,430,000
Number of returns with taxable income 3,340
Taxable income amount $348,284,000
Number of returns with income tax before credits 3,340
Income tax before credits amount $60,075,000
Number of returns with alternative minimum tax 150
Alternative minimum tax amount $235,000
Number of returns with total tax credits 1,650
Total tax credits amount $1,957,000
Number of returns with foreign tax credit 470
Foreign tax credit amount $86,000
Number of returns with child and dependent care credit 510
Child and dependent care credit amount $300,000
Number of returns with nonrefundable education credit 350
Nonrefundable education credit amount $536,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 710
Child tax credit amount $822,000
Number of returns with residential energy tax credit 100
Residential energy tax credit amount $85,000
Number of returns with self-employment tax 440
Self-employment tax amount $2,141,000
Number of returns with total tax payments 3,340
Total tax payments amount $67,796,000
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 310
Refundable education credit amount $319,000
Number of returns with income tax 3,340
Income tax amount [10] $58,118,000
Number of returns with tax liability 3,340
Total tax liability amount [11] $60,493,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 950
Tax due at time of filing amount [12] $3,605,000
Number of returns with overpayments refunded 2,280
Overpayments refunded amount [13] $10,138,000
Number of returns with credit to next year’s estimated tax 150
Credited to next year’s estimated tax amount $691,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,330
Number of single returns 90
Number of joint returns 1,210
Number of head of household returns 30
Number of returns with paid preparer's signature 780
Number of exemptions 4,040
Number of dependents 1,510
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] 20
Number of elderly returns [4] 360
Adjust gross income (AGI) [5] $462,417,000
Number of returns with total income 1,330
Salaries and wages amount $470,990,000
Number of returns with salaries and wages 1,220
Salaries and wages amount $317,220
Number of returns with taxable interest 1,010
Taxable interest amount $3,533
Number of returns with ordinary dividends 920
Ordinary dividends amount $10,625,000
Number of returns with qualified dividends 890
Qualified dividends amount [6] $8,548
Number of returns with state and local income tax refunds 610
State and local income tax refunds amount $1,197
Number of returns with business or professional net income (less loss) 260
Business or professional net income (less loss) amount $20,849,000
Number of returns with net capital gain (less loss) 820
Net capital gain (less loss) amount $33,241,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $6,029,000
Number of returns with taxable pensions and annuities 320
Taxable pensions and annuities amount $18,982,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $232,000
Number of returns with taxable Social Security benefits 200
Taxable Social Security benefits amount $5,353,000
Number of returns with partnership/S-corp net income (less loss) 240
Partnership/S-corp net income (less loss) amount $49,848,000
Number of returns with total statutory adjustments 420
Total statutory adjustments amount $8,573,000
Number of returns with educator expenses 80
Educator expenses amount $20,000
Number of returns with self-employment retirement plans 100
Self-employment retirement plans amount $3,033,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $1,597,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $1,181,000
Number of returns with itemized deductions 1,310
Total itemized deductions amount $58,524,000
Amount of AGI for itemized returns $454,423,000
Number of returns with State and local income taxes 1,300
State and local income taxes amount $27,470,000
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 1,270
Real estate taxes amount $14,041,000
Number of returns with taxes paid 1,310
Taxes paid amount $42,927,000
Number of returns with mortgage interest paid 980
Mortgage interest paid amount $8,705,000
Number of returns with contributions 1,170
Contributions amount $6,221,000
Number of returns with taxable income 1,330
Taxable income amount $390,923,000
Number of returns with income tax before credits 1,320
Income tax before credits amount $101,596,000
Number of returns with alternative minimum tax 950
Alternative minimum tax amount $4,862,000
Number of returns with total tax credits 590
Total tax credits amount $642,000
Number of returns with foreign tax credit 380
Foreign tax credit amount $239,000
Number of returns with child and dependent care credit 190
Child and dependent care credit amount $100,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $95,000
Number of returns with self-employment tax 250
Self-employment tax amount $2,661,000
Number of returns with total tax payments 1,320
Total tax payments amount $101,052,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 1,320
Income tax amount [10] $100,953,000
Number of returns with tax liability 1,320
Total tax liability amount [11] $105,547,000
Number of returns with net investment income tax 650
Net investment income tax $943,000
Number of returns with tax due at time of filing 680
Tax due at time of filing amount [12] $11,074,000
Number of returns with overpayments refunded 550
Overpayments refunded amount [13] $4,017,000
Number of returns with credit to next year’s estimated tax 120
Credited to next year’s estimated tax amount $2,320,000

[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.