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ZIP Code Database - Facts & Stats

ZIP Code 06473 Income Tax Stats

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

ZIP Code 06473 Data

Zip Code:06473
City:North Haven
State:CT [Connecticut]
Counties: NEW HAVEN, CT
City Alias(es):North Haven
Area Code:860
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


06473 Income Tax Overview

Total Number of Tax Returns for ZIP Code 06473 [1] 12,720
Total Number of Single Tax Returns for ZIP Code 06473 4,560
Total Number of Joint Tax Returns for ZIP Code 06473 5,290
Total Number of Dependents for ZIP Code 06473 6,130
Total Adjusted Gross Income for ZIP Code 06473 $1,138,775,000
Average Income per Person for ZIP Code 06473 $46,694
Average Income per Household for ZIP Code 06473 $89,526

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 3,260
Number of single returns 2,740
Number of joint returns 300
Number of head of household returns 190
Number of returns with paid preparer's signature 1,660
Number of exemptions 2,930
Number of dependents 450
Total number of volunteer prepared returns [5] 130
Number of volunteer income tax assistance (VITA) prepared returns [3] 100
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 220
Number of elderly returns [4] 850
Adjust gross income (AGI) [5] $35,728,000
Number of returns with total income 3,260
Salaries and wages amount $36,511,000
Number of returns with salaries and wages 2,380
Salaries and wages amount $24,491
Number of returns with taxable interest 690
Taxable interest amount $449
Number of returns with ordinary dividends 590
Ordinary dividends amount $939,000
Number of returns with qualified dividends 550
Qualified dividends amount [6] $631
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $42
Number of returns with business or professional net income (less loss) 390
Business or professional net income (less loss) amount $2,317,000
Number of returns with net capital gain (less loss) 470
Net capital gain (less loss) amount $438,000
Number of returns with taxable individual retirement arrangements distributions 350
Taxable individual retirement arrangements distributions amount $2,184,000
Number of returns with taxable pensions and annuities 540
Taxable pensions and annuities amount $4,778,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $448,000
Number of returns with taxable Social Security benefits 250
Taxable Social Security benefits amount $453,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $199,000
Number of returns with total statutory adjustments 550
Total statutory adjustments amount $783,000
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 50
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 180
Student loan interest deduction amount $193,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $89,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 290
Total itemized deductions amount $4,622,000
Amount of AGI for itemized returns $4,193,000
Number of returns with State and local income taxes 70
State and local income taxes amount $127,000
Number of returns with State and local general sales tax 170
State and local general sales tax amount $101,000
Number of returns with real estate taxes 240
Real estate taxes amount $1,496,000
Number of returns with taxes paid 280
Taxes paid amount $1,835,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $917,000
Number of returns with contributions 210
Contributions amount $198,000
Number of returns with taxable income 1,510
Taxable income amount $9,073,000
Number of returns with income tax before credits 1,460
Income tax before credits amount $952,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 300
Total tax credits amount $105,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $70,000
Number of returns with retirement savings contribution credit 100
Retirement savings contribution credit amount $17,000
Number of returns with child tax credit 40
Child tax credit amount $11,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 340
Self-employment tax amount $408,000
Number of returns with total tax payments 2,850
Total tax payments amount $4,214,000
Number of returns with earned income credit 620
Earned income credit amount [8] $999,000
Number of returns with excess earned income credit 500
Excess earned income credit (refundable) amount [9] $843,000
Number of returns with additional child tax credit 190
Additional child tax credit amount $224,000
Number of returns with refundable education credit 120
Refundable education credit amount $112,000
Number of returns with income tax 1,300
Income tax amount [10] $847,000
Number of returns with tax liability 1,560
Total tax liability amount [11] $1,297,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 370
Tax due at time of filing amount [12] $261,000
Number of returns with overpayments refunded 2,590
Overpayments refunded amount [13] $3,145,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $33,000

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

Number of returns 2,140
Number of single returns 1,410
Number of joint returns 390
Number of head of household returns 260
Number of returns with paid preparer's signature 1,150
Number of exemptions 3,140
Number of dependents 640
Total number of volunteer prepared returns [5] 90
Number of volunteer income tax assistance (VITA) prepared returns [3] 70
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] 250
Number of elderly returns [4] 690
Adjust gross income (AGI) [5] $79,400,000
Number of returns with total income 2,140
Salaries and wages amount $81,018,000
Number of returns with salaries and wages 1,650
Salaries and wages amount $56,520
Number of returns with taxable interest 610
Taxable interest amount $597
Number of returns with ordinary dividends 460
Ordinary dividends amount $920,000
Number of returns with qualified dividends 430
Qualified dividends amount [6] $606
Number of returns with state and local income tax refunds 190
State and local income tax refunds amount $110
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $3,180,000
Number of returns with net capital gain (less loss) 350
Net capital gain (less loss) amount $624,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $3,075,000
Number of returns with taxable pensions and annuities 530
Taxable pensions and annuities amount $9,364,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $770,000
Number of returns with taxable Social Security benefits 540
Taxable Social Security benefits amount $4,248,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $1,165,000
Number of returns with total statutory adjustments 600
Total statutory adjustments amount $1,618,000
Number of returns with educator expenses 70
Educator expenses amount $15,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $257,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $385,000
Number of returns with IRA payments 70
IRA payments amount $281,000
Number of returns with student loan interest deduction 330
Student loan interest deduction amount $407,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $53,000
Number of returns with itemized deductions 560
Total itemized deductions amount $9,801,000
Amount of AGI for itemized returns $21,543,000
Number of returns with State and local income taxes 380
State and local income taxes amount $672,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $127,000
Number of returns with real estate taxes 470
Real estate taxes amount $2,866,000
Number of returns with taxes paid 560
Taxes paid amount $3,879,000
Number of returns with mortgage interest paid 350
Mortgage interest paid amount $2,128,000
Number of returns with contributions 420
Contributions amount $612,000
Number of returns with taxable income 2,070
Taxable income amount $45,178,000
Number of returns with income tax before credits 2,050
Income tax before credits amount $5,670,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 660
Total tax credits amount $548,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $33,000
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $227,000
Number of returns with retirement savings contribution credit 210
Retirement savings contribution credit amount $35,000
Number of returns with child tax credit 230
Child tax credit amount $231,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 230
Self-employment tax amount $652,000
Number of returns with total tax payments 2,060
Total tax payments amount $9,058,000
Number of returns with earned income credit 240
Earned income credit amount [8] $431,000
Number of returns with excess earned income credit 160
Excess earned income credit (refundable) amount [9] $287,000
Number of returns with additional child tax credit 150
Additional child tax credit amount $188,000
Number of returns with refundable education credit 100
Refundable education credit amount $95,000
Number of returns with income tax 1,890
Income tax amount [10] $5,122,000
Number of returns with tax liability 1,960
Total tax liability amount [11] $5,862,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 370
Tax due at time of filing amount [12] $632,000
Number of returns with overpayments refunded 1,730
Overpayments refunded amount [13] $3,751,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $67,000

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

Number of returns 1,950
Number of single returns 990
Number of joint returns 600
Number of head of household returns 260
Number of returns with paid preparer's signature 1,150
Number of exemptions 3,350
Number of dependents 800
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] 160
Number of elderly returns [4] 660
Adjust gross income (AGI) [5] $120,672,000
Number of returns with total income 1,950
Salaries and wages amount $122,806,000
Number of returns with salaries and wages 1,560
Salaries and wages amount $85,713
Number of returns with taxable interest 740
Taxable interest amount $667
Number of returns with ordinary dividends 560
Ordinary dividends amount $1,790,000
Number of returns with qualified dividends 530
Qualified dividends amount [6] $1,274
Number of returns with state and local income tax refunds 480
State and local income tax refunds amount $308
Number of returns with business or professional net income (less loss) 290
Business or professional net income (less loss) amount $4,779,000
Number of returns with net capital gain (less loss) 430
Net capital gain (less loss) amount $1,266,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $3,893,000
Number of returns with taxable pensions and annuities 520
Taxable pensions and annuities amount $14,398,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $502,000
Number of returns with taxable Social Security benefits 490
Taxable Social Security benefits amount $7,588,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,281,000
Number of returns with total statutory adjustments 640
Total statutory adjustments amount $2,134,000
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 $490,000
Number of returns with IRA payments 70
IRA payments amount $331,000
Number of returns with student loan interest deduction 300
Student loan interest deduction amount $348,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $71,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,020
Total itemized deductions amount $19,127,000
Amount of AGI for itemized returns $64,233,000
Number of returns with State and local income taxes 940
State and local income taxes amount $2,820,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $88,000
Number of returns with real estate taxes 900
Real estate taxes amount $5,547,000
Number of returns with taxes paid 1,020
Taxes paid amount $8,952,000
Number of returns with mortgage interest paid 720
Mortgage interest paid amount $4,714,000
Number of returns with contributions 840
Contributions amount $1,394,000
Number of returns with taxable income 1,930
Taxable income amount $80,245,000
Number of returns with income tax before credits 1,920
Income tax before credits amount $11,623,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 610
Total tax credits amount $751,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $30,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $198,000
Number of returns with retirement savings contribution credit 60
Retirement savings contribution credit amount $11,000
Number of returns with child tax credit 340
Child tax credit amount $470,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $20,000
Number of returns with self-employment tax 240
Self-employment tax amount $898,000
Number of returns with total tax payments 1,910
Total tax payments amount $15,272,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 50
Additional child tax credit amount $63,000
Number of returns with refundable education credit 90
Refundable education credit amount $100,000
Number of returns with income tax 1,880
Income tax amount [10] $10,871,000
Number of returns with tax liability 1,900
Total tax liability amount [11] $11,858,000
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] $1,048,000
Number of returns with overpayments refunded 1,490
Overpayments refunded amount [13] $4,310,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $111,000

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

Number of returns 1,480
Number of single returns 460
Number of joint returns 790
Number of head of household returns 160
Number of returns with paid preparer's signature 950
Number of exemptions 3,110
Number of dependents 840
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] 600
Adjust gross income (AGI) [5] $128,049,000
Number of returns with total income 1,480
Salaries and wages amount $130,085,000
Number of returns with salaries and wages 1,220
Salaries and wages amount $89,866
Number of returns with taxable interest 730
Taxable interest amount $866
Number of returns with ordinary dividends 550
Ordinary dividends amount $1,669,000
Number of returns with qualified dividends 500
Qualified dividends amount [6] $1,162
Number of returns with state and local income tax refunds 530
State and local income tax refunds amount $350
Number of returns with business or professional net income (less loss) 250
Business or professional net income (less loss) amount $3,773,000
Number of returns with net capital gain (less loss) 430
Net capital gain (less loss) amount $1,424,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $4,051,000
Number of returns with taxable pensions and annuities 490
Taxable pensions and annuities amount $16,008,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $373,000
Number of returns with taxable Social Security benefits 440
Taxable Social Security benefits amount $9,161,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $2,163,000
Number of returns with total statutory adjustments 480
Total statutory adjustments amount $2,036,000
Number of returns with educator expenses 80
Educator expenses amount $21,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $283,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $498,000
Number of returns with IRA payments 50
IRA payments amount $313,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $173,000
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 1,050
Total itemized deductions amount $20,975,000
Amount of AGI for itemized returns $91,191,000
Number of returns with State and local income taxes 1,020
State and local income taxes amount $4,303,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $51,000
Number of returns with real estate taxes 960
Real estate taxes amount $6,378,000
Number of returns with taxes paid 1,050
Taxes paid amount $11,316,000
Number of returns with mortgage interest paid 780
Mortgage interest paid amount $5,225,000
Number of returns with contributions 880
Contributions amount $1,593,000
Number of returns with taxable income 1,470
Taxable income amount $89,618,000
Number of returns with income tax before credits 1,470
Income tax before credits amount $13,784,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 560
Total tax credits amount $781,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $9,000
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 150
Nonrefundable education credit amount $234,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 300
Child tax credit amount $442,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $40,000
Number of returns with self-employment tax 200
Self-employment tax amount $800,000
Number of returns with total tax payments 1,470
Total tax payments amount $17,229,000
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 $122,000
Number of returns with income tax 1,460
Income tax amount [10] $13,003,000
Number of returns with tax liability 1,460
Total tax liability amount [11] $13,851,000
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] $882,000
Number of returns with overpayments refunded 1,110
Overpayments refunded amount [13] $4,106,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $139,000

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

Number of returns 2,970
Number of single returns 410
Number of joint returns 2,400
Number of head of household returns 130
Number of returns with paid preparer's signature 1,940
Number of exemptions 7,900
Number of dependents 2,530
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 140
Number of elderly returns [4] 990
Adjust gross income (AGI) [5] $412,358,000
Number of returns with total income 2,970
Salaries and wages amount $417,703,000
Number of returns with salaries and wages 2,630
Salaries and wages amount $312,000
Number of returns with taxable interest 1,650
Taxable interest amount $2,071
Number of returns with ordinary dividends 1,270
Ordinary dividends amount $5,653,000
Number of returns with qualified dividends 1,200
Qualified dividends amount [6] $4,305
Number of returns with state and local income tax refunds 1,170
State and local income tax refunds amount $1,009
Number of returns with business or professional net income (less loss) 650
Business or professional net income (less loss) amount $14,365,000
Number of returns with net capital gain (less loss) 1,020
Net capital gain (less loss) amount $7,462,000
Number of returns with taxable individual retirement arrangements distributions 530
Taxable individual retirement arrangements distributions amount $12,453,000
Number of returns with taxable pensions and annuities 850
Taxable pensions and annuities amount $36,683,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $834,000
Number of returns with taxable Social Security benefits 660
Taxable Social Security benefits amount $15,812,000
Number of returns with partnership/S-corp net income (less loss) 250
Partnership/S-corp net income (less loss) amount $6,691,000
Number of returns with total statutory adjustments 1,220
Total statutory adjustments amount $5,345,000
Number of returns with educator expenses 290
Educator expenses amount $79,000
Number of returns with self-employment retirement plans 80
Self-employment retirement plans amount $972,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $925,000
Number of returns with IRA payments 120
IRA payments amount $647,000
Number of returns with student loan interest deduction 380
Student loan interest deduction amount $446,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $128,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,650
Total itemized deductions amount $68,845,000
Amount of AGI for itemized returns $371,547,000
Number of returns with State and local income taxes 2,620
State and local income taxes amount $19,168,000
Number of returns with State and local general sales tax 0
State and local general sales tax amount $0
Number of returns with real estate taxes 2,530
Real estate taxes amount $18,718,000
Number of returns with taxes paid 2,650
Taxes paid amount $39,825,000
Number of returns with mortgage interest paid 2,150
Mortgage interest paid amount $16,415,000
Number of returns with contributions 2,420
Contributions amount $5,856,000
Number of returns with taxable income 2,970
Taxable income amount $307,621,000
Number of returns with income tax before credits 2,960
Income tax before credits amount $53,517,000
Number of returns with alternative minimum tax 130
Alternative minimum tax amount $240,000
Number of returns with total tax credits 1,320
Total tax credits amount $1,505,000
Number of returns with foreign tax credit 400
Foreign tax credit amount $41,000
Number of returns with child and dependent care credit 370
Child and dependent care credit amount $218,000
Number of returns with nonrefundable education credit 300
Nonrefundable education credit amount $440,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 530
Child tax credit amount $601,000
Number of returns with residential energy tax credit 90
Residential energy tax credit amount $165,000
Number of returns with self-employment tax 530
Self-employment tax amount $2,574,000
Number of returns with total tax payments 2,950
Total tax payments amount $61,073,000
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 $263,000
Number of returns with income tax 2,960
Income tax amount [10] $52,012,000
Number of returns with tax liability 2,960
Total tax liability amount [11] $54,784,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 860
Tax due at time of filing amount [12] $3,716,000
Number of returns with overpayments refunded 1,990
Overpayments refunded amount [13] $9,119,000
Number of returns with credit to next year’s estimated tax 150
Credited to next year’s estimated tax amount $810,000

Adjusted Gross Income: $200,000 or more

Number of returns 920
Number of single returns 80
Number of joint returns 810
Number of head of household returns 20
Number of returns with paid preparer's signature 680
Number of exemptions 2,610
Number of dependents 870
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] 350
Adjust gross income (AGI) [5] $362,568,000
Number of returns with total income 920
Salaries and wages amount $371,717,000
Number of returns with salaries and wages 810
Salaries and wages amount $203,809
Number of returns with taxable interest 680
Taxable interest amount $3,827
Number of returns with ordinary dividends 600
Ordinary dividends amount $10,599,000
Number of returns with qualified dividends 590
Qualified dividends amount [6] $8,368
Number of returns with state and local income tax refunds 340
State and local income tax refunds amount $993
Number of returns with business or professional net income (less loss) 260
Business or professional net income (less loss) amount $19,313,000
Number of returns with net capital gain (less loss) 580
Net capital gain (less loss) amount $27,634,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $8,083,000
Number of returns with taxable pensions and annuities 270
Taxable pensions and annuities amount $14,587,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $235,000
Number of returns with taxable Social Security benefits 200
Taxable Social Security benefits amount $6,263,000
Number of returns with partnership/S-corp net income (less loss) 270
Partnership/S-corp net income (less loss) amount $63,416,000
Number of returns with total statutory adjustments 390
Total statutory adjustments amount $9,149,000
Number of returns with educator expenses 60
Educator expenses amount $16,000
Number of returns with self-employment retirement plans 100
Self-employment retirement plans amount $3,165,000
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $1,695,000
Number of returns with IRA payments 20
IRA payments amount $213,000
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 30
Domestic production activities deduction amount $571,000
Number of returns with itemized deductions 910
Total itemized deductions amount $55,903,000
Amount of AGI for itemized returns $359,048,000
Number of returns with State and local income taxes 900
State and local income taxes amount $23,018,000
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 $9,953,000
Number of returns with taxes paid 910
Taxes paid amount $33,841,000
Number of returns with mortgage interest paid 650
Mortgage interest paid amount $6,503,000
Number of returns with contributions 860
Contributions amount $4,957,000
Number of returns with taxable income 920
Taxable income amount $298,401,000
Number of returns with income tax before credits 920
Income tax before credits amount $80,069,000
Number of returns with alternative minimum tax 620
Alternative minimum tax amount $3,313,000
Number of returns with total tax credits 420
Total tax credits amount $489,000
Number of returns with foreign tax credit 300
Foreign tax credit amount $199,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $56,000
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 $71,000
Number of returns with self-employment tax 260
Self-employment tax amount $2,930,000
Number of returns with total tax payments 920
Total tax payments amount $85,553,000
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 920
Income tax amount [10] $79,579,000
Number of returns with tax liability 920
Total tax liability amount [11] $84,071,000
Number of returns with net investment income tax 440
Net investment income tax $957,000
Number of returns with tax due at time of filing 430
Tax due at time of filing amount [12] $6,863,000
Number of returns with overpayments refunded 370
Overpayments refunded amount [13] $2,942,000
Number of returns with credit to next year’s estimated tax 140
Credited to next year’s estimated tax amount $2,597,000

[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.