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ZIP Code Database - Facts & Stats

ZIP Code 06370 Income Tax Stats

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

ZIP Code 06370 Data

Zip Code:06370
City:Oakdale
State:CT [Connecticut]
Counties: NEW LONDON, CT
City Alias(es):Oakdale
Area Code:959
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


06370 Income Tax Overview

Total Number of Tax Returns for ZIP Code 06370 [1] 3,620
Total Number of Single Tax Returns for ZIP Code 06370 1,460
Total Number of Joint Tax Returns for ZIP Code 06370 1,560
Total Number of Dependents for ZIP Code 06370 1,880
Total Adjusted Gross Income for ZIP Code 06370 $262,050,000
Average Income per Person for ZIP Code 06370 $35,274
Average Income per Household for ZIP Code 06370 $72,390

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 940
Number of single returns 760
Number of joint returns 80
Number of head of household returns 80
Number of returns with paid preparer's signature 320
Number of exemptions 980
Number of dependents 190
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 130
Number of elderly returns [4] 180
Adjust gross income (AGI) [5] $12,031,000
Number of returns with total income 940
Salaries and wages amount $12,211,000
Number of returns with salaries and wages 760
Salaries and wages amount $9,398
Number of returns with taxable interest 170
Taxable interest amount $67
Number of returns with ordinary dividends 90
Ordinary dividends amount $177,000
Number of returns with qualified dividends 90
Qualified dividends amount [6] $140
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 70
Business or professional net income (less loss) amount $499,000
Number of returns with net capital gain (less loss) 70
Net capital gain (less loss) amount $39,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $453,000
Number of returns with taxable pensions and annuities 130
Taxable pensions and annuities amount $1,350,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $144,000
Number of returns with taxable Social Security benefits 60
Taxable Social Security benefits amount $104,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $161,000
Number of returns with total statutory adjustments 120
Total statutory adjustments amount $180,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $124,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $60,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 60
Total itemized deductions amount $879,000
Amount of AGI for itemized returns $922,000
Number of returns with State and local income taxes 20
State and local income taxes amount $18,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $19,000
Number of returns with real estate taxes 50
Real estate taxes amount $271,000
Number of returns with taxes paid 60
Taxes paid amount $332,000
Number of returns with mortgage interest paid 40
Mortgage interest paid amount $206,000
Number of returns with contributions 30
Contributions amount $33,000
Number of returns with taxable income 510
Taxable income amount $3,401,000
Number of returns with income tax before credits 500
Income tax before credits amount $362,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 110
Total tax credits amount $35,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 20
Nonrefundable education credit amount $15,000
Number of returns with retirement savings contribution credit 50
Retirement savings contribution credit amount $9,000
Number of returns with child tax credit 20
Child tax credit amount $9,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 60
Self-employment tax amount $93,000
Number of returns with total tax payments 880
Total tax payments amount $1,606,000
Number of returns with earned income credit 210
Earned income credit amount [8] $418,000
Number of returns with excess earned income credit 180
Excess earned income credit (refundable) amount [9] $386,000
Number of returns with additional child tax credit 100
Additional child tax credit amount $115,000
Number of returns with refundable education credit 30
Refundable education credit amount $21,000
Number of returns with income tax 450
Income tax amount [10] $328,000
Number of returns with tax liability 500
Total tax liability amount [11] $438,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 80
Tax due at time of filing amount [12] $58,000
Number of returns with overpayments refunded 820
Overpayments refunded amount [13] $1,217,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $34,000

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

Number of returns 740
Number of single returns 450
Number of joint returns 150
Number of head of household returns 120
Number of returns with paid preparer's signature 290
Number of exemptions 1,160
Number of dependents 280
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] 140
Number of elderly returns [4] 180
Adjust gross income (AGI) [5] $27,329,000
Number of returns with total income 740
Salaries and wages amount $27,668,000
Number of returns with salaries and wages 610
Salaries and wages amount $21,210
Number of returns with taxable interest 170
Taxable interest amount $114
Number of returns with ordinary dividends 100
Ordinary dividends amount $214,000
Number of returns with qualified dividends 100
Qualified dividends amount [6] $177
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $32
Number of returns with business or professional net income (less loss) 70
Business or professional net income (less loss) amount $785,000
Number of returns with net capital gain (less loss) 70
Net capital gain (less loss) amount $119,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $597,000
Number of returns with taxable pensions and annuities 150
Taxable pensions and annuities amount $2,918,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $184,000
Number of returns with taxable Social Security benefits 140
Taxable Social Security benefits amount $1,020,000
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 170
Total statutory adjustments amount $339,000
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 30
IRA payments amount $128,000
Number of returns with student loan interest deduction 90
Student loan interest deduction amount $99,000
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 150
Total itemized deductions amount $2,240,000
Amount of AGI for itemized returns $6,069,000
Number of returns with State and local income taxes 120
State and local income taxes amount $188,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $23,000
Number of returns with real estate taxes 140
Real estate taxes amount $599,000
Number of returns with taxes paid 150
Taxes paid amount $861,000
Number of returns with mortgage interest paid 110
Mortgage interest paid amount $647,000
Number of returns with contributions 90
Contributions amount $149,000
Number of returns with taxable income 720
Taxable income amount $15,653,000
Number of returns with income tax before credits 720
Income tax before credits amount $1,975,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 230
Total tax credits amount $189,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $13,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $40,000
Number of returns with retirement savings contribution credit 90
Retirement savings contribution credit amount $20,000
Number of returns with child tax credit 110
Child tax credit amount $114,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 50
Self-employment tax amount $137,000
Number of returns with total tax payments 720
Total tax payments amount $3,188,000
Number of returns with earned income credit 120
Earned income credit amount [8] $226,000
Number of returns with excess earned income credit 90
Excess earned income credit (refundable) amount [9] $175,000
Number of returns with additional child tax credit 70
Additional child tax credit amount $91,000
Number of returns with refundable education credit 30
Refundable education credit amount $22,000
Number of returns with income tax 650
Income tax amount [10] $1,786,000
Number of returns with tax liability 660
Total tax liability amount [11] $1,928,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 100
Tax due at time of filing amount [12] $188,000
Number of returns with overpayments refunded 630
Overpayments refunded amount [13] $1,425,000
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 600
Number of single returns 280
Number of joint returns 230
Number of head of household returns 70
Number of returns with paid preparer's signature 290
Number of exemptions 1,150
Number of dependents 320
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] 80
Number of elderly returns [4] 170
Adjust gross income (AGI) [5] $37,079,000
Number of returns with total income 600
Salaries and wages amount $37,484,000
Number of returns with salaries and wages 500
Salaries and wages amount $28,063
Number of returns with taxable interest 210
Taxable interest amount $130
Number of returns with ordinary dividends 140
Ordinary dividends amount $271,000
Number of returns with qualified dividends 130
Qualified dividends amount [6] $193
Number of returns with state and local income tax refunds 140
State and local income tax refunds amount $94
Number of returns with business or professional net income (less loss) 80
Business or professional net income (less loss) amount $499,000
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $254,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $1,122,000
Number of returns with taxable pensions and annuities 160
Taxable pensions and annuities amount $4,281,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $183,000
Number of returns with taxable Social Security benefits 140
Taxable Social Security benefits amount $2,085,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $433,000
Number of returns with total statutory adjustments 160
Total statutory adjustments amount $405,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
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 0
IRA payments amount $0
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $84,000
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 300
Total itemized deductions amount $4,934,000
Amount of AGI for itemized returns $18,726,000
Number of returns with State and local income taxes 270
State and local income taxes amount $748,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $65,000
Number of returns with real estate taxes 280
Real estate taxes amount $1,245,000
Number of returns with taxes paid 300
Taxes paid amount $2,154,000
Number of returns with mortgage interest paid 240
Mortgage interest paid amount $1,559,000
Number of returns with contributions 200
Contributions amount $346,000
Number of returns with taxable income 600
Taxable income amount $24,636,000
Number of returns with income tax before credits 600
Income tax before credits amount $3,564,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 210
Total tax credits amount $293,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $13,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $57,000
Number of returns with retirement savings contribution credit 40
Retirement savings contribution credit amount $6,000
Number of returns with child tax credit 130
Child tax credit amount $185,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 50
Self-employment tax amount $126,000
Number of returns with total tax payments 600
Total tax payments amount $4,672,000
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 30
Additional child tax credit amount $49,000
Number of returns with refundable education credit 30
Refundable education credit amount $27,000
Number of returns with income tax 570
Income tax amount [10] $3,272,000
Number of returns with tax liability 580
Total tax liability amount [11] $3,419,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 110
Tax due at time of filing amount [12] $215,000
Number of returns with overpayments refunded 490
Overpayments refunded amount [13] $1,447,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 430
Number of single returns 110
Number of joint returns 280
Number of head of household returns 50
Number of returns with paid preparer's signature 200
Number of exemptions 1,010
Number of dependents 310
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] 60
Number of elderly returns [4] 130
Adjust gross income (AGI) [5] $37,034,000
Number of returns with total income 430
Salaries and wages amount $37,292,000
Number of returns with salaries and wages 370
Salaries and wages amount $27,761
Number of returns with taxable interest 180
Taxable interest amount $115
Number of returns with ordinary dividends 100
Ordinary dividends amount $252,000
Number of returns with qualified dividends 90
Qualified dividends amount [6] $191
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $85
Number of returns with business or professional net income (less loss) 60
Business or professional net income (less loss) amount $506,000
Number of returns with net capital gain (less loss) 70
Net capital gain (less loss) amount $121,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $1,403,000
Number of returns with taxable pensions and annuities 150
Taxable pensions and annuities amount $4,210,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $194,000
Number of returns with taxable Social Security benefits 100
Taxable Social Security benefits amount $2,092,000
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 110
Total statutory adjustments amount $258,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $196,000
Number of returns with IRA payments 30
IRA payments amount $112,000
Number of returns with student loan interest deduction 50
Student loan interest deduction amount $61,000
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 270
Total itemized deductions amount $5,217,000
Amount of AGI for itemized returns $24,021,000
Number of returns with State and local income taxes 260
State and local income taxes amount $1,062,000
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 260
Real estate taxes amount $1,335,000
Number of returns with taxes paid 270
Taxes paid amount $2,550,000
Number of returns with mortgage interest paid 230
Mortgage interest paid amount $1,551,000
Number of returns with contributions 190
Contributions amount $320,000
Number of returns with taxable income 420
Taxable income amount $26,032,000
Number of returns with income tax before credits 420
Income tax before credits amount $3,903,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 170
Total tax credits amount $293,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $12,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $41,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 130
Child tax credit amount $216,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $31,000
Number of returns with self-employment tax 40
Self-employment tax amount $98,000
Number of returns with total tax payments 420
Total tax payments amount $4,776,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 20
Refundable education credit amount $20,000
Number of returns with income tax 420
Income tax amount [10] $3,609,000
Number of returns with tax liability 420
Total tax liability amount [11] $3,753,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 90
Tax due at time of filing amount [12] $169,000
Number of returns with overpayments refunded 330
Overpayments refunded amount [13] $1,172,000
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 800
Number of single returns 60
Number of joint returns 720
Number of head of household returns 0
Number of returns with paid preparer's signature 380
Number of exemptions 2,200
Number of dependents 680
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] 60
Number of elderly returns [4] 240
Adjust gross income (AGI) [5] $108,552,000
Number of returns with total income 800
Salaries and wages amount $109,143,000
Number of returns with salaries and wages 750
Salaries and wages amount $86,644
Number of returns with taxable interest 430
Taxable interest amount $318
Number of returns with ordinary dividends 280
Ordinary dividends amount $868,000
Number of returns with qualified dividends 270
Qualified dividends amount [6] $646
Number of returns with state and local income tax refunds 330
State and local income tax refunds amount $298
Number of returns with business or professional net income (less loss) 110
Business or professional net income (less loss) amount $2,240,000
Number of returns with net capital gain (less loss) 200
Net capital gain (less loss) amount $1,162,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $3,748,000
Number of returns with taxable pensions and annuities 290
Taxable pensions and annuities amount $10,156,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $293,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $4,088,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $4,023,000
Number of returns with total statutory adjustments 270
Total statutory adjustments amount $591,000
Number of returns with educator expenses 80
Educator expenses amount $23,000
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 0
IRA payments amount $0
Number of returns with student loan interest deduction 100
Student loan interest deduction amount $110,000
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 690
Total itemized deductions amount $16,339,000
Amount of AGI for itemized returns $95,831,000
Number of returns with State and local income taxes 680
State and local income taxes amount $4,807,000
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 680
Real estate taxes amount $4,047,000
Number of returns with taxes paid 690
Taxes paid amount $9,381,000
Number of returns with mortgage interest paid 630
Mortgage interest paid amount $4,573,000
Number of returns with contributions 580
Contributions amount $1,281,000
Number of returns with taxable income 800
Taxable income amount $81,927,000
Number of returns with income tax before credits 800
Income tax before credits amount $13,921,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 320
Total tax credits amount $390,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $44,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $128,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 160
Child tax credit amount $195,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 90
Self-employment tax amount $439,000
Number of returns with total tax payments 800
Total tax payments amount $15,605,000
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 80
Refundable education credit amount $77,000
Number of returns with income tax 800
Income tax amount [10] $13,531,000
Number of returns with tax liability 800
Total tax liability amount [11] $13,881,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 200
Tax due at time of filing amount [12] $661,000
Number of returns with overpayments refunded 580
Overpayments refunded amount [13] $2,324,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $286,000

Adjusted Gross Income: $200,000 or more

Number of returns 110
Number of single returns 0
Number of joint returns 100
Number of head of household returns 0
Number of returns with paid preparer's signature 60
Number of exemptions 310
Number of dependents 100
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] 40
Adjust gross income (AGI) [5] $40,025,000
Number of returns with total income 110
Salaries and wages amount $40,766,000
Number of returns with salaries and wages 100
Salaries and wages amount $26,926
Number of returns with taxable interest 80
Taxable interest amount $121
Number of returns with ordinary dividends 70
Ordinary dividends amount $437,000
Number of returns with qualified dividends 70
Qualified dividends amount [6] $326
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $149
Number of returns with business or professional net income (less loss) 0
Business or professional net income (less loss) amount $0
Number of returns with net capital gain (less loss) 60
Net capital gain (less loss) amount $444,000
Number of returns with taxable individual retirement arrangements distributions 0
Taxable individual retirement arrangements distributions amount $0
Number of returns with taxable pensions and annuities 30
Taxable pensions and annuities amount $1,452,000
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 0
Taxable Social Security benefits amount $0
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 40
Total statutory adjustments amount $741,000
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 110
Total itemized deductions amount $6,699,000
Amount of AGI for itemized returns $39,365,000
Number of returns with State and local income taxes 110
State and local income taxes amount $2,609,000
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 110
Real estate taxes amount $959,000
Number of returns with taxes paid 110
Taxes paid amount $3,676,000
Number of returns with mortgage interest paid 90
Mortgage interest paid amount $628,000
Number of returns with contributions 110
Contributions amount $752,000
Number of returns with taxable income 110
Taxable income amount $32,178,000
Number of returns with income tax before credits 110
Income tax before credits amount $8,740,000
Number of returns with alternative minimum tax 70
Alternative minimum tax amount $290,000
Number of returns with total tax credits 30
Total tax credits amount $24,000
Number of returns with foreign tax credit 20
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 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 0
Self-employment tax amount $0
Number of returns with total tax payments 110
Total tax payments amount $9,171,000
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 110
Income tax amount [10] $8,658,000
Number of returns with tax liability 110
Total tax liability amount [11] $9,002,000
Number of returns with net investment income tax 40
Net investment income tax $44,000
Number of returns with tax due at time of filing 60
Tax due at time of filing amount [12] $740,000
Number of returns with overpayments refunded 50
Overpayments refunded amount [13] $304,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

[1] The use of prior-year returns as a proxy for returns that are filed beyond the current processing year is consistent with SOI’s national, state, county, and ZIP code tabulations. A description of SOI’s sample, which is used as an input for the geographic data, and the use of prior-year returns, can be found at https://www.irs.gov/statistics/soi-tax-stats-individual-income-tax-returns-publication-1304-complete-report#_sec2.

[2] For complete individual income tax tabulations at the State level, see the historic table posted to Tax Stats at http://www.irs.gov/uac/SOI-Tax-Stats---Historic-Table-2.

[3] The "Number of volunteer prepared returns" shows counts of returns prepared by IRS-certified volunteers for taxpayers with limited income, persons with disabilities, limited English speaking taxpayers, current and former members of the military, and taxpayers who are 60 years of age and older.

[4] Includes primary taxpayers 60 years of age and older.

[5] Does not include returns with adjusted gross deficit.

[6] “Qualified dividends” are ordinary dividends received in tax years beginning after 2002 that meet certain conditions and receive preferential tax rates.

[7] Includes the Alaskan permanent fund, reported by residents of Alaska on Forms 1040A and 1040EZ's. 
This fund only applies to statistics in the totals, and the state of Alaska.

[8] Earned income credit includes both the refundable and non-refundable portions. The non-refundable portion could reduce income tax and certain related taxes to zero. The earned income credit amounts in excess of total tax liability, or amounts when there was no tax liability at all, were refundable. See footnote 9 below for explanation of the refundable portion of the earned income credit.

[9] The refundable portion of the earned income credit equals total income tax minus the earned income credit. If the result is negative, this amount is considered the refundable portion. No other refundable credits were taken into account for this calculation.

[10] Income tax reflects the amount reported on Form 1040 line 56. It also includes data from Form 1040A and 1040EZ filers.

[11] “Total tax liability” differs from “Income tax”, in that “Total tax liability” includes the taxes from recapture of certain prior-year credits, tax applicable to individual retirement arrangements (IRA's), social security taxes on self-employment income and on certain tip income, advanced earned income payments, household employment taxes, and certain other taxes listed in the Form 1040 instructions.

[12] Reflects payments to or withholdings made to "Total tax liability". This is the amount the tax filer owes when the income tax return is filed.

[13] The amount of overpayments the tax filer requested to have refunded.