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ZIP Code Database - Facts & Stats

ZIP Code 06109 Income Tax Stats

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

ZIP Code 06109 Data

Zip Code:06109
City:Wethersfield
State:CT [Connecticut]
Counties: HARTFORD, CT
City Alias(es):Wethersfield
Area Code:959
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


06109 Income Tax Overview

Total Number of Tax Returns for ZIP Code 06109 [1] 14,150
Total Number of Single Tax Returns for ZIP Code 06109 4,770
Total Number of Joint Tax Returns for ZIP Code 06109 5,470
Total Number of Dependents for ZIP Code 06109 6,960
Total Adjusted Gross Income for ZIP Code 06109 $1,176,728,000
Average Income per Person for ZIP Code 06109 $44,125
Average Income per Household for ZIP Code 06109 $83,161

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 3,600
Number of single returns 2,950
Number of joint returns 320
Number of head of household returns 290
Number of returns with paid preparer's signature 1,650
Number of exemptions 3,450
Number of dependents 610
Total number of volunteer prepared returns [5] 210
Number of volunteer income tax assistance (VITA) prepared returns [3] 70
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] 290
Number of elderly returns [4] 930
Adjust gross income (AGI) [5] $42,032,000
Number of returns with total income 3,600
Salaries and wages amount $42,808,000
Number of returns with salaries and wages 2,680
Salaries and wages amount $29,275
Number of returns with taxable interest 760
Taxable interest amount $556
Number of returns with ordinary dividends 560
Ordinary dividends amount $815,000
Number of returns with qualified dividends 510
Qualified dividends amount [6] $523
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $51
Number of returns with business or professional net income (less loss) 400
Business or professional net income (less loss) amount $2,750,000
Number of returns with net capital gain (less loss) 430
Net capital gain (less loss) amount $260,000
Number of returns with taxable individual retirement arrangements distributions 380
Taxable individual retirement arrangements distributions amount $2,342,000
Number of returns with taxable pensions and annuities 630
Taxable pensions and annuities amount $5,746,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $536,000
Number of returns with taxable Social Security benefits 260
Taxable Social Security benefits amount $446,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $263,000
Number of returns with total statutory adjustments 530
Total statutory adjustments amount $776,000
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 40
Self-employment health insurance deduction amount $159,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 140
Student loan interest deduction amount $140,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $83,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 360
Total itemized deductions amount $5,845,000
Amount of AGI for itemized returns $5,215,000
Number of returns with State and local income taxes 100
State and local income taxes amount $129,000
Number of returns with State and local general sales tax 200
State and local general sales tax amount $102,000
Number of returns with real estate taxes 310
Real estate taxes amount $2,221,000
Number of returns with taxes paid 360
Taxes paid amount $2,593,000
Number of returns with mortgage interest paid 170
Mortgage interest paid amount $957,000
Number of returns with contributions 240
Contributions amount $241,000
Number of returns with taxable income 1,750
Taxable income amount $10,635,000
Number of returns with income tax before credits 1,720
Income tax before credits amount $1,122,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 430
Total tax credits amount $152,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $92,000
Number of returns with retirement savings contribution credit 160
Retirement savings contribution credit amount $28,000
Number of returns with child tax credit 60
Child tax credit amount $22,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 350
Self-employment tax amount $489,000
Number of returns with total tax payments 3,140
Total tax payments amount $5,012,000
Number of returns with earned income credit 730
Earned income credit amount [8] $1,362,000
Number of returns with excess earned income credit 610
Excess earned income credit (refundable) amount [9] $1,186,000
Number of returns with additional child tax credit 290
Additional child tax credit amount $333,000
Number of returns with refundable education credit 140
Refundable education credit amount $123,000
Number of returns with income tax 1,500
Income tax amount [10] $970,000
Number of returns with tax liability 1,780
Total tax liability amount [11] $1,514,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 410
Tax due at time of filing amount [12] $335,000
Number of returns with overpayments refunded 2,880
Overpayments refunded amount [13] $3,790,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $34,000

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

Number of returns 2,610
Number of single returns 1,670
Number of joint returns 440
Number of head of household returns 420
Number of returns with paid preparer's signature 1,300
Number of exemptions 3,930
Number of dependents 920
Total number of volunteer prepared returns [5] 150
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
Number of tax counseling for the elderly (TCE) prepared returns [3] 80
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 320
Number of elderly returns [4] 710
Adjust gross income (AGI) [5] $97,012,000
Number of returns with total income 2,610
Salaries and wages amount $98,351,000
Number of returns with salaries and wages 2,090
Salaries and wages amount $72,806
Number of returns with taxable interest 750
Taxable interest amount $638
Number of returns with ordinary dividends 470
Ordinary dividends amount $1,201,000
Number of returns with qualified dividends 430
Qualified dividends amount [6] $864
Number of returns with state and local income tax refunds 260
State and local income tax refunds amount $173
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $2,950,000
Number of returns with net capital gain (less loss) 350
Net capital gain (less loss) amount $621,000
Number of returns with taxable individual retirement arrangements distributions 350
Taxable individual retirement arrangements distributions amount $3,365,000
Number of returns with taxable pensions and annuities 580
Taxable pensions and annuities amount $9,996,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $753,000
Number of returns with taxable Social Security benefits 580
Taxable Social Security benefits amount $4,522,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $771,000
Number of returns with total statutory adjustments 680
Total statutory adjustments amount $1,339,000
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 40
Self-employment health insurance deduction amount $186,000
Number of returns with IRA payments 70
IRA payments amount $274,000
Number of returns with student loan interest deduction 360
Student loan interest deduction amount $417,000
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 $11,666,000
Amount of AGI for itemized returns $28,370,000
Number of returns with State and local income taxes 510
State and local income taxes amount $954,000
Number of returns with State and local general sales tax 200
State and local general sales tax amount $155,000
Number of returns with real estate taxes 650
Real estate taxes amount $4,181,000
Number of returns with taxes paid 730
Taxes paid amount $5,591,000
Number of returns with mortgage interest paid 430
Mortgage interest paid amount $2,318,000
Number of returns with contributions 530
Contributions amount $801,000
Number of returns with taxable income 2,540
Taxable income amount $54,766,000
Number of returns with income tax before credits 2,520
Income tax before credits amount $6,849,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 860
Total tax credits amount $721,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $57,000
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $252,000
Number of returns with retirement savings contribution credit 280
Retirement savings contribution credit amount $52,000
Number of returns with child tax credit 360
Child tax credit amount $351,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $6,000
Number of returns with self-employment tax 230
Self-employment tax amount $651,000
Number of returns with total tax payments 2,530
Total tax payments amount $11,054,000
Number of returns with earned income credit 380
Earned income credit amount [8] $698,000
Number of returns with excess earned income credit 280
Excess earned income credit (refundable) amount [9] $528,000
Number of returns with additional child tax credit 240
Additional child tax credit amount $283,000
Number of returns with refundable education credit 130
Refundable education credit amount $129,000
Number of returns with income tax 2,250
Income tax amount [10] $6,127,000
Number of returns with tax liability 2,340
Total tax liability amount [11] $6,886,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 440
Tax due at time of filing amount [12] $667,000
Number of returns with overpayments refunded 2,120
Overpayments refunded amount [13] $4,738,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $78,000

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

Number of returns 2,310
Number of single returns 1,320
Number of joint returns 650
Number of head of household returns 270
Number of returns with paid preparer's signature 1,250
Number of exemptions 3,840
Number of dependents 890
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
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] 210
Number of elderly returns [4] 730
Adjust gross income (AGI) [5] $143,142,000
Number of returns with total income 2,310
Salaries and wages amount $145,284,000
Number of returns with salaries and wages 1,870
Salaries and wages amount $104,353
Number of returns with taxable interest 960
Taxable interest amount $901
Number of returns with ordinary dividends 610
Ordinary dividends amount $1,921,000
Number of returns with qualified dividends 560
Qualified dividends amount [6] $1,321
Number of returns with state and local income tax refunds 590
State and local income tax refunds amount $365
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $5,258,000
Number of returns with net capital gain (less loss) 480
Net capital gain (less loss) amount $1,689,000
Number of returns with taxable individual retirement arrangements distributions 350
Taxable individual retirement arrangements distributions amount $4,092,000
Number of returns with taxable pensions and annuities 590
Taxable pensions and annuities amount $16,550,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $659,000
Number of returns with taxable Social Security benefits 520
Taxable Social Security benefits amount $8,369,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $941,000
Number of returns with total statutory adjustments 740
Total statutory adjustments amount $2,142,000
Number of returns with educator expenses 90
Educator expenses amount $21,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $380,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $366,000
Number of returns with IRA payments 80
IRA payments amount $321,000
Number of returns with student loan interest deduction 370
Student loan interest deduction amount $419,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $96,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,240
Total itemized deductions amount $21,380,000
Amount of AGI for itemized returns $78,284,000
Number of returns with State and local income taxes 1,170
State and local income taxes amount $3,276,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $73,000
Number of returns with real estate taxes 1,160
Real estate taxes amount $7,496,000
Number of returns with taxes paid 1,240
Taxes paid amount $11,415,000
Number of returns with mortgage interest paid 880
Mortgage interest paid amount $4,907,000
Number of returns with contributions 950
Contributions amount $1,534,000
Number of returns with taxable income 2,300
Taxable income amount $96,925,000
Number of returns with income tax before credits 2,290
Income tax before credits amount $14,131,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 770
Total tax credits amount $898,000
Number of returns with foreign tax credit 200
Foreign tax credit amount $12,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $44,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $253,000
Number of returns with retirement savings contribution credit 90
Retirement savings contribution credit amount $17,000
Number of returns with child tax credit 390
Child tax credit amount $540,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $18,000
Number of returns with self-employment tax 250
Self-employment tax amount $978,000
Number of returns with total tax payments 2,280
Total tax payments amount $18,156,000
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 60
Additional child tax credit amount $58,000
Number of returns with refundable education credit 130
Refundable education credit amount $131,000
Number of returns with income tax 2,230
Income tax amount [10] $13,234,000
Number of returns with tax liability 2,260
Total tax liability amount [11] $14,324,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 500
Tax due at time of filing amount [12] $1,193,000
Number of returns with overpayments refunded 1,760
Overpayments refunded amount [13] $4,846,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $155,000

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

Number of returns 1,660
Number of single returns 620
Number of joint returns 820
Number of head of household returns 170
Number of returns with paid preparer's signature 990
Number of exemptions 3,420
Number of dependents 950
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 90
Number of elderly returns [4] 580
Adjust gross income (AGI) [5] $143,934,000
Number of returns with total income 1,660
Salaries and wages amount $145,666,000
Number of returns with salaries and wages 1,340
Salaries and wages amount $103,466
Number of returns with taxable interest 870
Taxable interest amount $975
Number of returns with ordinary dividends 560
Ordinary dividends amount $2,597,000
Number of returns with qualified dividends 530
Qualified dividends amount [6] $1,952
Number of returns with state and local income tax refunds 590
State and local income tax refunds amount $373
Number of returns with business or professional net income (less loss) 250
Business or professional net income (less loss) amount $3,713,000
Number of returns with net capital gain (less loss) 440
Net capital gain (less loss) amount $1,831,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $4,921,000
Number of returns with taxable pensions and annuities 490
Taxable pensions and annuities amount $17,081,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $532,000
Number of returns with taxable Social Security benefits 420
Taxable Social Security benefits amount $8,343,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,542,000
Number of returns with total statutory adjustments 490
Total statutory adjustments amount $1,732,000
Number of returns with educator expenses 100
Educator expenses amount $27,000
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 $345,000
Number of returns with IRA payments 40
IRA payments amount $237,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $217,000
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 1,230
Total itemized deductions amount $24,800,000
Amount of AGI for itemized returns $107,522,000
Number of returns with State and local income taxes 1,200
State and local income taxes amount $4,926,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $47,000
Number of returns with real estate taxes 1,180
Real estate taxes amount $8,146,000
Number of returns with taxes paid 1,230
Taxes paid amount $13,821,000
Number of returns with mortgage interest paid 920
Mortgage interest paid amount $5,683,000
Number of returns with contributions 980
Contributions amount $1,884,000
Number of returns with taxable income 1,650
Taxable income amount $100,899,000
Number of returns with income tax before credits 1,650
Income tax before credits amount $15,587,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 700
Total tax credits amount $928,000
Number of returns with foreign tax credit 210
Foreign tax credit amount $20,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $46,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $241,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 400
Child tax credit amount $593,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $15,000
Number of returns with self-employment tax 190
Self-employment tax amount $774,000
Number of returns with total tax payments 1,630
Total tax payments amount $18,881,000
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 130
Refundable education credit amount $126,000
Number of returns with income tax 1,640
Income tax amount [10] $14,659,000
Number of returns with tax liability 1,640
Total tax liability amount [11] $15,520,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 380
Tax due at time of filing amount [12] $1,138,000
Number of returns with overpayments refunded 1,220
Overpayments refunded amount [13] $4,327,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $159,000

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

Number of returns 3,070
Number of single returns 480
Number of joint returns 2,450
Number of head of household returns 130
Number of returns with paid preparer's signature 1,770
Number of exemptions 8,170
Number of dependents 2,650
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] 170
Number of elderly returns [4] 1,040
Adjust gross income (AGI) [5] $423,168,000
Number of returns with total income 3,070
Salaries and wages amount $428,131,000
Number of returns with salaries and wages 2,640
Salaries and wages amount $313,131
Number of returns with taxable interest 1,880
Taxable interest amount $2,261
Number of returns with ordinary dividends 1,450
Ordinary dividends amount $7,431,000
Number of returns with qualified dividends 1,370
Qualified dividends amount [6] $5,752
Number of returns with state and local income tax refunds 1,210
State and local income tax refunds amount $937
Number of returns with business or professional net income (less loss) 520
Business or professional net income (less loss) amount $11,436,000
Number of returns with net capital gain (less loss) 1,140
Net capital gain (less loss) amount $7,481,000
Number of returns with taxable individual retirement arrangements distributions 650
Taxable individual retirement arrangements distributions amount $14,262,000
Number of returns with taxable pensions and annuities 980
Taxable pensions and annuities amount $44,082,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $869,000
Number of returns with taxable Social Security benefits 720
Taxable Social Security benefits amount $16,874,000
Number of returns with partnership/S-corp net income (less loss) 240
Partnership/S-corp net income (less loss) amount $6,486,000
Number of returns with total statutory adjustments 1,200
Total statutory adjustments amount $4,963,000
Number of returns with educator expenses 300
Educator expenses amount $83,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $1,094,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $739,000
Number of returns with IRA payments 90
IRA payments amount $607,000
Number of returns with student loan interest deduction 440
Student loan interest deduction amount $482,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $106,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,820
Total itemized deductions amount $73,445,000
Amount of AGI for itemized returns $393,323,000
Number of returns with State and local income taxes 2,790
State and local income taxes amount $19,896,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $57,000
Number of returns with real estate taxes 2,740
Real estate taxes amount $22,668,000
Number of returns with taxes paid 2,820
Taxes paid amount $44,788,000
Number of returns with mortgage interest paid 2,250
Mortgage interest paid amount $15,792,000
Number of returns with contributions 2,480
Contributions amount $5,917,000
Number of returns with taxable income 3,060
Taxable income amount $313,814,000
Number of returns with income tax before credits 3,060
Income tax before credits amount $54,186,000
Number of returns with alternative minimum tax 130
Alternative minimum tax amount $214,000
Number of returns with total tax credits 1,460
Total tax credits amount $1,664,000
Number of returns with foreign tax credit 510
Foreign tax credit amount $113,000
Number of returns with child and dependent care credit 410
Child and dependent care credit amount $220,000
Number of returns with nonrefundable education credit 290
Nonrefundable education credit amount $436,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 590
Child tax credit amount $702,000
Number of returns with residential energy tax credit 90
Residential energy tax credit amount $69,000
Number of returns with self-employment tax 450
Self-employment tax amount $2,008,000
Number of returns with total tax payments 3,050
Total tax payments amount $60,995,000
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 260
Refundable education credit amount $266,000
Number of returns with income tax 3,060
Income tax amount [10] $52,522,000
Number of returns with tax liability 3,060
Total tax liability amount [11] $54,769,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 900
Tax due at time of filing amount [12] $3,693,000
Number of returns with overpayments refunded 2,040
Overpayments refunded amount [13] $9,053,000
Number of returns with credit to next year’s estimated tax 160
Credited to next year’s estimated tax amount $782,000

Adjusted Gross Income: $200,000 or more

Number of returns 900
Number of single returns 90
Number of joint returns 790
Number of head of household returns 0
Number of returns with paid preparer's signature 590
Number of exemptions 2,630
Number of dependents 940
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] 290
Adjust gross income (AGI) [5] $327,440,000
Number of returns with total income 900
Salaries and wages amount $334,697,000
Number of returns with salaries and wages 810
Salaries and wages amount $203,826
Number of returns with taxable interest 710
Taxable interest amount $2,319
Number of returns with ordinary dividends 650
Ordinary dividends amount $11,201,000
Number of returns with qualified dividends 630
Qualified dividends amount [6] $9,191
Number of returns with state and local income tax refunds 350
State and local income tax refunds amount $771
Number of returns with business or professional net income (less loss) 180
Business or professional net income (less loss) amount $16,373,000
Number of returns with net capital gain (less loss) 580
Net capital gain (less loss) amount $31,216,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $6,606,000
Number of returns with taxable pensions and annuities 250
Taxable pensions and annuities amount $13,948,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $245,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $4,304,000
Number of returns with partnership/S-corp net income (less loss) 220
Partnership/S-corp net income (less loss) amount $39,232,000
Number of returns with total statutory adjustments 360
Total statutory adjustments amount $7,257,000
Number of returns with educator expenses 70
Educator expenses amount $17,000
Number of returns with self-employment retirement plans 90
Self-employment retirement plans amount $2,979,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $1,424,000
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 50
Domestic production activities deduction amount $583,000
Number of returns with itemized deductions 900
Total itemized deductions amount $43,691,000
Amount of AGI for itemized returns $323,762,000
Number of returns with State and local income taxes 880
State and local income taxes amount $20,633,000
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 880
Real estate taxes amount $10,186,000
Number of returns with taxes paid 900
Taxes paid amount $31,960,000
Number of returns with mortgage interest paid 660
Mortgage interest paid amount $5,771,000
Number of returns with contributions 840
Contributions amount $5,092,000
Number of returns with taxable income 900
Taxable income amount $275,549,000
Number of returns with income tax before credits 900
Income tax before credits amount $70,932,000
Number of returns with alternative minimum tax 660
Alternative minimum tax amount $3,931,000
Number of returns with total tax credits 410
Total tax credits amount $825,000
Number of returns with foreign tax credit 310
Foreign tax credit amount $231,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $52,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $32,000
Number of returns with self-employment tax 220
Self-employment tax amount $2,919,000
Number of returns with total tax payments 900
Total tax payments amount $72,201,000
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 900
Income tax amount [10] $70,107,000
Number of returns with tax liability 900
Total tax liability amount [11] $75,099,000
Number of returns with net investment income tax 470
Net investment income tax $1,217,000
Number of returns with tax due at time of filing 470
Tax due at time of filing amount [12] $8,101,000
Number of returns with overpayments refunded 350
Overpayments refunded amount [13] $2,512,000
Number of returns with credit to next year’s estimated tax 100
Credited to next year’s estimated tax amount $2,614,000

[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.