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ZIP Code Database - Facts & Stats

ZIP Code 06410 Income Tax Stats

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

ZIP Code 06410 Data

Zip Code:06410
City:Cheshire
State:CT [Connecticut]
Counties: NEW HAVEN, CT
City Alias(es):Cheshire
Area Code:860
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


06410 Income Tax Overview

Total Number of Tax Returns for ZIP Code 06410 [1] 13,450
Total Number of Single Tax Returns for ZIP Code 06410 4,740
Total Number of Joint Tax Returns for ZIP Code 06410 6,330
Total Number of Dependents for ZIP Code 06410 7,890
Total Adjusted Gross Income for ZIP Code 06410 $1,506,563,000
Average Income per Person for ZIP Code 06410 $51,664
Average Income per Household for ZIP Code 06410 $112,012

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 3,420
Number of single returns 3,010
Number of joint returns 240
Number of head of household returns 140
Number of returns with paid preparer's signature 1,630
Number of exemptions 2,550
Number of dependents 330
Total number of volunteer prepared returns [5] 110
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 110
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 190
Number of elderly returns [4] 770
Adjust gross income (AGI) [5] $34,867,000
Number of returns with total income 3,420
Salaries and wages amount $35,807,000
Number of returns with salaries and wages 2,540
Salaries and wages amount $24,633
Number of returns with taxable interest 790
Taxable interest amount $397
Number of returns with ordinary dividends 730
Ordinary dividends amount $1,132,000
Number of returns with qualified dividends 680
Qualified dividends amount [6] $736
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $25
Number of returns with business or professional net income (less loss) 370
Business or professional net income (less loss) amount $2,494,000
Number of returns with net capital gain (less loss) 570
Net capital gain (less loss) amount $684,000
Number of returns with taxable individual retirement arrangements distributions 350
Taxable individual retirement arrangements distributions amount $2,253,000
Number of returns with taxable pensions and annuities 460
Taxable pensions and annuities amount $3,713,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $249,000
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $427,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $309,000
Number of returns with total statutory adjustments 550
Total statutory adjustments amount $940,000
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 $154,000
Number of returns with IRA payments 30
IRA payments amount $73,000
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $206,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $160,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 270
Total itemized deductions amount $4,857,000
Amount of AGI for itemized returns $3,817,000
Number of returns with State and local income taxes 70
State and local income taxes amount $167,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $92,000
Number of returns with real estate taxes 220
Real estate taxes amount $1,327,000
Number of returns with taxes paid 260
Taxes paid amount $1,760,000
Number of returns with mortgage interest paid 130
Mortgage interest paid amount $730,000
Number of returns with contributions 180
Contributions amount $192,000
Number of returns with taxable income 1,570
Taxable income amount $9,119,000
Number of returns with income tax before credits 1,480
Income tax before credits amount $937,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 330
Total tax credits amount $115,000
Number of returns with foreign tax credit 60
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 120
Nonrefundable education credit amount $74,000
Number of returns with retirement savings contribution credit 120
Retirement savings contribution credit amount $23,000
Number of returns with child tax credit 30
Child tax credit amount $10,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $7,000
Number of returns with self-employment tax 320
Self-employment tax amount $427,000
Number of returns with total tax payments 2,890
Total tax payments amount $3,691,000
Number of returns with earned income credit 480
Earned income credit amount [8] $719,000
Number of returns with excess earned income credit 370
Excess earned income credit (refundable) amount [9] $581,000
Number of returns with additional child tax credit 140
Additional child tax credit amount $151,000
Number of returns with refundable education credit 110
Refundable education credit amount $96,000
Number of returns with income tax 1,330
Income tax amount [10] $821,000
Number of returns with tax liability 1,560
Total tax liability amount [11] $1,285,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 390
Tax due at time of filing amount [12] $317,000
Number of returns with overpayments refunded 2,660
Overpayments refunded amount [13] $2,662,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $24,000

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

Number of returns 1,820
Number of single returns 1,210
Number of joint returns 360
Number of head of household returns 210
Number of returns with paid preparer's signature 920
Number of exemptions 2,720
Number of dependents 590
Total number of volunteer prepared returns [5] 110
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 70
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 170
Number of elderly returns [4] 550
Adjust gross income (AGI) [5] $67,196,000
Number of returns with total income 1,820
Salaries and wages amount $68,731,000
Number of returns with salaries and wages 1,420
Salaries and wages amount $48,377
Number of returns with taxable interest 590
Taxable interest amount $465
Number of returns with ordinary dividends 480
Ordinary dividends amount $1,328,000
Number of returns with qualified dividends 450
Qualified dividends amount [6] $854
Number of returns with state and local income tax refunds 170
State and local income tax refunds amount $101
Number of returns with business or professional net income (less loss) 250
Business or professional net income (less loss) amount $2,507,000
Number of returns with net capital gain (less loss) 380
Net capital gain (less loss) amount $871,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $3,168,000
Number of returns with taxable pensions and annuities 400
Taxable pensions and annuities amount $6,790,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $584,000
Number of returns with taxable Social Security benefits 420
Taxable Social Security benefits amount $3,336,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $938,000
Number of returns with total statutory adjustments 610
Total statutory adjustments amount $1,535,000
Number of returns with educator expenses 90
Educator expenses amount $21,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $462,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $271,000
Number of returns with IRA payments 50
IRA payments amount $249,000
Number of returns with student loan interest deduction 320
Student loan interest deduction amount $389,000
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 520
Total itemized deductions amount $9,195,000
Amount of AGI for itemized returns $20,131,000
Number of returns with State and local income taxes 350
State and local income taxes amount $605,000
Number of returns with State and local general sales tax 150
State and local general sales tax amount $129,000
Number of returns with real estate taxes 460
Real estate taxes amount $2,714,000
Number of returns with taxes paid 520
Taxes paid amount $3,681,000
Number of returns with mortgage interest paid 300
Mortgage interest paid amount $1,824,000
Number of returns with contributions 410
Contributions amount $682,000
Number of returns with taxable income 1,750
Taxable income amount $37,706,000
Number of returns with income tax before credits 1,730
Income tax before credits amount $4,680,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 590
Total tax credits amount $481,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $27,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $220,000
Number of returns with retirement savings contribution credit 180
Retirement savings contribution credit amount $41,000
Number of returns with child tax credit 200
Child tax credit amount $180,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 210
Self-employment tax amount $599,000
Number of returns with total tax payments 1,750
Total tax payments amount $7,758,000
Number of returns with earned income credit 200
Earned income credit amount [8] $401,000
Number of returns with excess earned income credit 130
Excess earned income credit (refundable) amount [9] $285,000
Number of returns with additional child tax credit 140
Additional child tax credit amount $192,000
Number of returns with refundable education credit 100
Refundable education credit amount $95,000
Number of returns with income tax 1,570
Income tax amount [10] $4,199,000
Number of returns with tax liability 1,640
Total tax liability amount [11] $4,859,000
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] $492,000
Number of returns with overpayments refunded 1,450
Overpayments refunded amount [13] $3,179,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $93,000

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

Number of returns 1,590
Number of single returns 860
Number of joint returns 470
Number of head of household returns 210
Number of returns with paid preparer's signature 880
Number of exemptions 2,740
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] 110
Number of elderly returns [4] 570
Adjust gross income (AGI) [5] $98,903,000
Number of returns with total income 1,590
Salaries and wages amount $101,042,000
Number of returns with salaries and wages 1,250
Salaries and wages amount $68,620
Number of returns with taxable interest 730
Taxable interest amount $628
Number of returns with ordinary dividends 530
Ordinary dividends amount $1,968,000
Number of returns with qualified dividends 500
Qualified dividends amount [6] $1,308
Number of returns with state and local income tax refunds 410
State and local income tax refunds amount $324
Number of returns with business or professional net income (less loss) 240
Business or professional net income (less loss) amount $3,418,000
Number of returns with net capital gain (less loss) 450
Net capital gain (less loss) amount $1,473,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $3,987,000
Number of returns with taxable pensions and annuities 440
Taxable pensions and annuities amount $11,921,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $497,000
Number of returns with taxable Social Security benefits 400
Taxable Social Security benefits amount $6,675,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $1,120,000
Number of returns with total statutory adjustments 540
Total statutory adjustments amount $2,139,000
Number of returns with educator expenses 90
Educator expenses amount $21,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $427,000
Number of returns with IRA payments 80
IRA payments amount $414,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $268,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $85,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 850
Total itemized deductions amount $15,640,000
Amount of AGI for itemized returns $53,442,000
Number of returns with State and local income taxes 770
State and local income taxes amount $2,324,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $66,000
Number of returns with real estate taxes 760
Real estate taxes amount $4,486,000
Number of returns with taxes paid 850
Taxes paid amount $7,265,000
Number of returns with mortgage interest paid 580
Mortgage interest paid amount $3,565,000
Number of returns with contributions 680
Contributions amount $1,221,000
Number of returns with taxable income 1,580
Taxable income amount $65,959,000
Number of returns with income tax before credits 1,570
Income tax before credits amount $9,549,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 570
Total tax credits amount $669,000
Number of returns with foreign tax credit 170
Foreign tax credit amount $17,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $40,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $170,000
Number of returns with retirement savings contribution credit 60
Retirement savings contribution credit amount $14,000
Number of returns with child tax credit 280
Child tax credit amount $378,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $32,000
Number of returns with self-employment tax 190
Self-employment tax amount $699,000
Number of returns with total tax payments 1,570
Total tax payments amount $12,561,000
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 70
Additional child tax credit amount $96,000
Number of returns with refundable education credit 80
Refundable education credit amount $82,000
Number of returns with income tax 1,520
Income tax amount [10] $8,880,000
Number of returns with tax liability 1,530
Total tax liability amount [11] $9,653,000
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] $792,000
Number of returns with overpayments refunded 1,180
Overpayments refunded amount [13] $3,444,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $243,000

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

Number of returns 1,400
Number of single returns 410
Number of joint returns 800
Number of head of household returns 150
Number of returns with paid preparer's signature 860
Number of exemptions 3,120
Number of dependents 920
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] 80
Number of elderly returns [4] 550
Adjust gross income (AGI) [5] $121,402,000
Number of returns with total income 1,400
Salaries and wages amount $123,690,000
Number of returns with salaries and wages 1,120
Salaries and wages amount $79,980
Number of returns with taxable interest 740
Taxable interest amount $687
Number of returns with ordinary dividends 560
Ordinary dividends amount $2,763,000
Number of returns with qualified dividends 520
Qualified dividends amount [6] $1,971
Number of returns with state and local income tax refunds 460
State and local income tax refunds amount $320
Number of returns with business or professional net income (less loss) 290
Business or professional net income (less loss) amount $5,283,000
Number of returns with net capital gain (less loss) 480
Net capital gain (less loss) amount $2,139,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $5,865,000
Number of returns with taxable pensions and annuities 440
Taxable pensions and annuities amount $14,105,000
Number of farm returns 30
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $442,000
Number of returns with taxable Social Security benefits 440
Taxable Social Security benefits amount $9,358,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $1,566,000
Number of returns with total statutory adjustments 510
Total statutory adjustments amount $2,288,000
Number of returns with educator expenses 100
Educator expenses amount $25,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $261,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $521,000
Number of returns with IRA payments 60
IRA payments amount $355,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $213,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $93,000
Number of returns with itemized deductions 990
Total itemized deductions amount $21,446,000
Amount of AGI for itemized returns $86,554,000
Number of returns with State and local income taxes 950
State and local income taxes amount $4,036,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $50,000
Number of returns with real estate taxes 930
Real estate taxes amount $6,365,000
Number of returns with taxes paid 990
Taxes paid amount $11,004,000
Number of returns with mortgage interest paid 770
Mortgage interest paid amount $5,297,000
Number of returns with contributions 850
Contributions amount $1,656,000
Number of returns with taxable income 1,390
Taxable income amount $83,073,000
Number of returns with income tax before credits 1,380
Income tax before credits amount $12,413,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 620
Total tax credits amount $857,000
Number of returns with foreign tax credit 170
Foreign tax credit amount $12,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $56,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $230,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 360
Child tax credit amount $527,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $10,000
Number of returns with self-employment tax 230
Self-employment tax amount $999,000
Number of returns with total tax payments 1,380
Total tax payments amount $15,444,000
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 $116,000
Number of returns with income tax 1,370
Income tax amount [10] $11,556,000
Number of returns with tax liability 1,380
Total tax liability amount [11] $12,652,000
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] $1,175,000
Number of returns with overpayments refunded 990
Overpayments refunded amount [13] $3,763,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $187,000

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

Number of returns 3,400
Number of single returns 410
Number of joint returns 2,780
Number of head of household returns 170
Number of returns with paid preparer's signature 2,070
Number of exemptions 9,430
Number of dependents 3,250
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] 120
Number of elderly returns [4] 1,180
Adjust gross income (AGI) [5] $483,756,000
Number of returns with total income 3,400
Salaries and wages amount $491,449,000
Number of returns with salaries and wages 2,960
Salaries and wages amount $358,774
Number of returns with taxable interest 2,080
Taxable interest amount $2,705
Number of returns with ordinary dividends 1,640
Ordinary dividends amount $9,167,000
Number of returns with qualified dividends 1,570
Qualified dividends amount [6] $7,008
Number of returns with state and local income tax refunds 1,400
State and local income tax refunds amount $1,393
Number of returns with business or professional net income (less loss) 760
Business or professional net income (less loss) amount $18,930,000
Number of returns with net capital gain (less loss) 1,400
Net capital gain (less loss) amount $10,106,000
Number of returns with taxable individual retirement arrangements distributions 700
Taxable individual retirement arrangements distributions amount $17,967,000
Number of returns with taxable pensions and annuities 1,000
Taxable pensions and annuities amount $39,195,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $1,032,000
Number of returns with taxable Social Security benefits 790
Taxable Social Security benefits amount $20,331,000
Number of returns with partnership/S-corp net income (less loss) 310
Partnership/S-corp net income (less loss) amount $9,265,000
Number of returns with total statutory adjustments 1,470
Total statutory adjustments amount $7,693,000
Number of returns with educator expenses 370
Educator expenses amount $104,000
Number of returns with self-employment retirement plans 100
Self-employment retirement plans amount $1,566,000
Number of returns with self-employment health insurance deduction 150
Self-employment health insurance deduction amount $1,515,000
Number of returns with IRA payments 120
IRA payments amount $704,000
Number of returns with student loan interest deduction 440
Student loan interest deduction amount $500,000
Number of returns with tuition and fees deduction 80
Tuition and fees deduction amount $191,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 3,110
Total itemized deductions amount $85,072,000
Amount of AGI for itemized returns $448,841,000
Number of returns with State and local income taxes 3,070
State and local income taxes amount $23,465,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $67,000
Number of returns with real estate taxes 3,000
Real estate taxes amount $23,210,000
Number of returns with taxes paid 3,110
Taxes paid amount $48,973,000
Number of returns with mortgage interest paid 2,500
Mortgage interest paid amount $20,065,000
Number of returns with contributions 2,820
Contributions amount $7,737,000
Number of returns with taxable income 3,390
Taxable income amount $357,064,000
Number of returns with income tax before credits 3,380
Income tax before credits amount $61,904,000
Number of returns with alternative minimum tax 170
Alternative minimum tax amount $297,000
Number of returns with total tax credits 1,650
Total tax credits amount $1,882,000
Number of returns with foreign tax credit 560
Foreign tax credit amount $137,000
Number of returns with child and dependent care credit 470
Child and dependent care credit amount $270,000
Number of returns with nonrefundable education credit 350
Nonrefundable education credit amount $523,000
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 $705,000
Number of returns with residential energy tax credit 100
Residential energy tax credit amount $78,000
Number of returns with self-employment tax 610
Self-employment tax amount $3,313,000
Number of returns with total tax payments 3,380
Total tax payments amount $70,459,000
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 320
Refundable education credit amount $327,000
Number of returns with income tax 3,370
Income tax amount [10] $60,022,000
Number of returns with tax liability 3,380
Total tax liability amount [11] $63,628,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,050
Tax due at time of filing amount [12] $4,437,000
Number of returns with overpayments refunded 2,180
Overpayments refunded amount [13] $10,198,000
Number of returns with credit to next year’s estimated tax 210
Credited to next year’s estimated tax amount $997,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,820
Number of single returns 90
Number of joint returns 1,680
Number of head of household returns 40
Number of returns with paid preparer's signature 1,280
Number of exemptions 5,610
Number of dependents 2,120
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] 580
Adjust gross income (AGI) [5] $700,439,000
Number of returns with total income 1,820
Salaries and wages amount $716,129,000
Number of returns with salaries and wages 1,670
Salaries and wages amount $456,693
Number of returns with taxable interest 1,410
Taxable interest amount $3,765
Number of returns with ordinary dividends 1,250
Ordinary dividends amount $19,588,000
Number of returns with qualified dividends 1,210
Qualified dividends amount [6] $15,346
Number of returns with state and local income tax refunds 700
State and local income tax refunds amount $1,584
Number of returns with business or professional net income (less loss) 510
Business or professional net income (less loss) amount $40,012,000
Number of returns with net capital gain (less loss) 1,150
Net capital gain (less loss) amount $41,183,000
Number of returns with taxable individual retirement arrangements distributions 350
Taxable individual retirement arrangements distributions amount $14,731,000
Number of returns with taxable pensions and annuities 420
Taxable pensions and annuities amount $19,693,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $237,000
Number of returns with taxable Social Security benefits 290
Taxable Social Security benefits amount $8,315,000
Number of returns with partnership/S-corp net income (less loss) 480
Partnership/S-corp net income (less loss) amount $74,940,000
Number of returns with total statutory adjustments 760
Total statutory adjustments amount $15,690,000
Number of returns with educator expenses 130
Educator expenses amount $34,000
Number of returns with self-employment retirement plans 200
Self-employment retirement plans amount $6,987,000
Number of returns with self-employment health insurance deduction 200
Self-employment health insurance deduction amount $2,997,000
Number of returns with IRA payments 30
IRA payments amount $304,000
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $715,000
Number of returns with itemized deductions 1,800
Total itemized deductions amount $89,988,000
Amount of AGI for itemized returns $693,065,000
Number of returns with State and local income taxes 1,790
State and local income taxes amount $42,633,000
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 1,750
Real estate taxes amount $19,937,000
Number of returns with taxes paid 1,800
Taxes paid amount $64,502,000
Number of returns with mortgage interest paid 1,380
Mortgage interest paid amount $14,122,000
Number of returns with contributions 1,700
Contributions amount $9,700,000
Number of returns with taxable income 1,810
Taxable income amount $593,874,000
Number of returns with income tax before credits 1,810
Income tax before credits amount $155,985,000
Number of returns with alternative minimum tax 1,350
Alternative minimum tax amount $7,626,000
Number of returns with total tax credits 810
Total tax credits amount $867,000
Number of returns with foreign tax credit 590
Foreign tax credit amount $398,000
Number of returns with child and dependent care credit 210
Child and dependent care credit amount $106,000
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 $27,000
Number of returns with self-employment tax 530
Self-employment tax amount $5,325,000
Number of returns with total tax payments 1,810
Total tax payments amount $153,473,000
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 1,810
Income tax amount [10] $155,119,000
Number of returns with tax liability 1,820
Total tax liability amount [11] $164,076,000
Number of returns with net investment income tax 990
Net investment income tax $1,663,000
Number of returns with tax due at time of filing 950
Tax due at time of filing amount [12] $21,550,000
Number of returns with overpayments refunded 680
Overpayments refunded amount [13] $5,466,000
Number of returns with credit to next year’s estimated tax 230
Credited to next year’s estimated tax amount $5,305,000

[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.