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ZIP Code Database - Facts & Stats

ZIP Code 06488 Income Tax Stats

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

ZIP Code 06488 Data

Zip Code:06488
City:Southbury
State:CT [Connecticut]
Counties: NEW HAVEN, CT
City Alias(es):Southbury
Area Code:860
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


06488 Income Tax Overview

Total Number of Tax Returns for ZIP Code 06488 [1] 9,840
Total Number of Single Tax Returns for ZIP Code 06488 3,380
Total Number of Joint Tax Returns for ZIP Code 06488 4,280
Total Number of Dependents for ZIP Code 06488 4,530
Total Adjusted Gross Income for ZIP Code 06488 $992,558,000
Average Income per Person for ZIP Code 06488 $49,867
Average Income per Household for ZIP Code 06488 $100,870

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 2,630
Number of single returns 2,180
Number of joint returns 300
Number of head of household returns 110
Number of returns with paid preparer's signature 1,270
Number of exemptions 2,360
Number of dependents 260
Total number of volunteer prepared returns [5] 180
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 150
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 130
Number of elderly returns [4] 1,030
Adjust gross income (AGI) [5] $28,161,000
Number of returns with total income 2,630
Salaries and wages amount $28,972,000
Number of returns with salaries and wages 1,580
Salaries and wages amount $14,898
Number of returns with taxable interest 780
Taxable interest amount $523
Number of returns with ordinary dividends 680
Ordinary dividends amount $1,443,000
Number of returns with qualified dividends 630
Qualified dividends amount [6] $884
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $46
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $2,180,000
Number of returns with net capital gain (less loss) 580
Net capital gain (less loss) amount $684,000
Number of returns with taxable individual retirement arrangements distributions 450
Taxable individual retirement arrangements distributions amount $2,861,000
Number of returns with taxable pensions and annuities 620
Taxable pensions and annuities amount $5,597,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $180,000
Number of returns with taxable Social Security benefits 340
Taxable Social Security benefits amount $707,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount ($6,000)
Number of returns with total statutory adjustments 430
Total statutory adjustments amount $811,000
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 70
Self-employment health insurance deduction amount $215,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $130,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $105,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 390
Total itemized deductions amount $7,374,000
Amount of AGI for itemized returns $5,346,000
Number of returns with State and local income taxes 90
State and local income taxes amount $147,000
Number of returns with State and local general sales tax 240
State and local general sales tax amount $145,000
Number of returns with real estate taxes 320
Real estate taxes amount $1,545,000
Number of returns with taxes paid 380
Taxes paid amount $1,947,000
Number of returns with mortgage interest paid 180
Mortgage interest paid amount $1,080,000
Number of returns with contributions 280
Contributions amount $361,000
Number of returns with taxable income 1,100
Taxable income amount $6,172,000
Number of returns with income tax before credits 1,030
Income tax before credits amount $617,000
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 $68,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $9,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $43,000
Number of returns with retirement savings contribution credit 60
Retirement savings contribution credit amount $14,000
Number of returns with child tax credit 20
Child tax credit amount $7,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 280
Self-employment tax amount $377,000
Number of returns with total tax payments 2,050
Total tax payments amount $2,826,000
Number of returns with earned income credit 340
Earned income credit amount [8] $505,000
Number of returns with excess earned income credit 250
Excess earned income credit (refundable) amount [9] $417,000
Number of returns with additional child tax credit 90
Additional child tax credit amount $102,000
Number of returns with refundable education credit 70
Refundable education credit amount $65,000
Number of returns with income tax 930
Income tax amount [10] $548,000
Number of returns with tax liability 1,120
Total tax liability amount [11] $951,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 340
Tax due at time of filing amount [12] $276,000
Number of returns with overpayments refunded 1,850
Overpayments refunded amount [13] $2,087,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $59,000

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

Number of returns 1,570
Number of single returns 1,070
Number of joint returns 360
Number of head of household returns 110
Number of returns with paid preparer's signature 810
Number of exemptions 2,220
Number of dependents 310
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] 150
Number of elderly returns [4] 720
Adjust gross income (AGI) [5] $58,035,000
Number of returns with total income 1,570
Salaries and wages amount $59,449,000
Number of returns with salaries and wages 1,020
Salaries and wages amount $33,173
Number of returns with taxable interest 600
Taxable interest amount $654
Number of returns with ordinary dividends 490
Ordinary dividends amount $2,269,000
Number of returns with qualified dividends 460
Qualified dividends amount [6] $1,517
Number of returns with state and local income tax refunds 150
State and local income tax refunds amount $141
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $2,560,000
Number of returns with net capital gain (less loss) 410
Net capital gain (less loss) amount $1,211,000
Number of returns with taxable individual retirement arrangements distributions 390
Taxable individual retirement arrangements distributions amount $4,701,000
Number of returns with taxable pensions and annuities 530
Taxable pensions and annuities amount $8,499,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $470,000
Number of returns with taxable Social Security benefits 610
Taxable Social Security benefits amount $4,898,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $625,000
Number of returns with total statutory adjustments 400
Total statutory adjustments amount $1,414,000
Number of returns with educator expenses 50
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $359,000
Number of returns with IRA payments 60
IRA payments amount $261,000
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $224,000
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 460
Total itemized deductions amount $9,012,000
Amount of AGI for itemized returns $17,539,000
Number of returns with State and local income taxes 290
State and local income taxes amount $517,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $123,000
Number of returns with real estate taxes 380
Real estate taxes amount $1,965,000
Number of returns with taxes paid 460
Taxes paid amount $2,747,000
Number of returns with mortgage interest paid 240
Mortgage interest paid amount $1,453,000
Number of returns with contributions 370
Contributions amount $632,000
Number of returns with taxable income 1,500
Taxable income amount $31,944,000
Number of returns with income tax before credits 1,440
Income tax before credits amount $3,837,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 400
Total tax credits amount $273,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $129,000
Number of returns with retirement savings contribution credit 120
Retirement savings contribution credit amount $23,000
Number of returns with child tax credit 110
Child tax credit amount $101,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 180
Self-employment tax amount $519,000
Number of returns with total tax payments 1,460
Total tax payments amount $6,041,000
Number of returns with earned income credit 100
Earned income credit amount [8] $182,000
Number of returns with excess earned income credit 70
Excess earned income credit (refundable) amount [9] $131,000
Number of returns with additional child tax credit 70
Additional child tax credit amount $87,000
Number of returns with refundable education credit 70
Refundable education credit amount $69,000
Number of returns with income tax 1,360
Income tax amount [10] $3,564,000
Number of returns with tax liability 1,400
Total tax liability amount [11] $4,137,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 340
Tax due at time of filing amount [12] $546,000
Number of returns with overpayments refunded 1,140
Overpayments refunded amount [13] $2,292,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $135,000

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

Number of returns 1,330
Number of single returns 740
Number of joint returns 420
Number of head of household returns 120
Number of returns with paid preparer's signature 780
Number of exemptions 2,180
Number of dependents 430
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 90
Number of elderly returns [4] 680
Adjust gross income (AGI) [5] $82,862,000
Number of returns with total income 1,330
Salaries and wages amount $84,787,000
Number of returns with salaries and wages 870
Salaries and wages amount $46,542
Number of returns with taxable interest 660
Taxable interest amount $816
Number of returns with ordinary dividends 540
Ordinary dividends amount $3,039,000
Number of returns with qualified dividends 510
Qualified dividends amount [6] $2,202
Number of returns with state and local income tax refunds 350
State and local income tax refunds amount $276
Number of returns with business or professional net income (less loss) 200
Business or professional net income (less loss) amount $3,658,000
Number of returns with net capital gain (less loss) 460
Net capital gain (less loss) amount $1,856,000
Number of returns with taxable individual retirement arrangements distributions 360
Taxable individual retirement arrangements distributions amount $5,298,000
Number of returns with taxable pensions and annuities 500
Taxable pensions and annuities amount $12,794,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $377,000
Number of returns with taxable Social Security benefits 540
Taxable Social Security benefits amount $8,645,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $362,000
Number of returns with total statutory adjustments 440
Total statutory adjustments amount $1,925,000
Number of returns with educator expenses 70
Educator expenses amount $16,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $492,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $451,000
Number of returns with IRA payments 60
IRA payments amount $307,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $193,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 730
Total itemized deductions amount $14,865,000
Amount of AGI for itemized returns $46,008,000
Number of returns with State and local income taxes 640
State and local income taxes amount $1,854,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $79,000
Number of returns with real estate taxes 620
Real estate taxes amount $3,529,000
Number of returns with taxes paid 730
Taxes paid amount $5,750,000
Number of returns with mortgage interest paid 430
Mortgage interest paid amount $2,825,000
Number of returns with contributions 590
Contributions amount $1,242,000
Number of returns with taxable income 1,310
Taxable income amount $53,944,000
Number of returns with income tax before credits 1,290
Income tax before credits amount $7,586,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 400
Total tax credits amount $382,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $20,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $104,000
Number of returns with retirement savings contribution credit 40
Retirement savings contribution credit amount $7,000
Number of returns with child tax credit 170
Child tax credit amount $220,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $18,000
Number of returns with self-employment tax 160
Self-employment tax amount $715,000
Number of returns with total tax payments 1,290
Total tax payments amount $9,983,000
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 40
Additional child tax credit amount $45,000
Number of returns with refundable education credit 50
Refundable education credit amount $54,000
Number of returns with income tax 1,250
Income tax amount [10] $7,204,000
Number of returns with tax liability 1,280
Total tax liability amount [11] $7,986,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 360
Tax due at time of filing amount [12] $851,000
Number of returns with overpayments refunded 880
Overpayments refunded amount [13] $2,623,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $206,000

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

Number of returns 1,010
Number of single returns 390
Number of joint returns 520
Number of head of household returns 90
Number of returns with paid preparer's signature 610
Number of exemptions 1,950
Number of dependents 430
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 60
Number of elderly returns [4] 540
Adjust gross income (AGI) [5] $87,582,000
Number of returns with total income 1,010
Salaries and wages amount $89,256,000
Number of returns with salaries and wages 680
Salaries and wages amount $47,078
Number of returns with taxable interest 580
Taxable interest amount $759
Number of returns with ordinary dividends 470
Ordinary dividends amount $2,790,000
Number of returns with qualified dividends 440
Qualified dividends amount [6] $1,994
Number of returns with state and local income tax refunds 350
State and local income tax refunds amount $292
Number of returns with business or professional net income (less loss) 210
Business or professional net income (less loss) amount $3,621,000
Number of returns with net capital gain (less loss) 380
Net capital gain (less loss) amount $1,956,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $6,419,000
Number of returns with taxable pensions and annuities 440
Taxable pensions and annuities amount $14,774,000
Number of farm returns 40
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $219,000
Number of returns with taxable Social Security benefits 460
Taxable Social Security benefits amount $9,668,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $1,062,000
Number of returns with total statutory adjustments 310
Total statutory adjustments amount $1,674,000
Number of returns with educator expenses 50
Educator expenses amount $13,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $415,000
Number of returns with IRA payments 40
IRA payments amount $210,000
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $87,000
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 710
Total itemized deductions amount $16,065,000
Amount of AGI for itemized returns $61,509,000
Number of returns with State and local income taxes 660
State and local income taxes amount $2,665,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $59,000
Number of returns with real estate taxes 640
Real estate taxes amount $3,947,000
Number of returns with taxes paid 710
Taxes paid amount $7,007,000
Number of returns with mortgage interest paid 480
Mortgage interest paid amount $3,225,000
Number of returns with contributions 620
Contributions amount $1,514,000
Number of returns with taxable income 1,000
Taxable income amount $60,373,000
Number of returns with income tax before credits 990
Income tax before credits amount $9,144,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 380
Total tax credits amount $402,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $14,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $25,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $102,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 170
Child tax credit amount $240,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 160
Self-employment tax amount $643,000
Number of returns with total tax payments 990
Total tax payments amount $10,834,000
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 60
Refundable education credit amount $61,000
Number of returns with income tax 990
Income tax amount [10] $8,743,000
Number of returns with tax liability 990
Total tax liability amount [11] $9,421,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 310
Tax due at time of filing amount [12] $973,000
Number of returns with overpayments refunded 640
Overpayments refunded amount [13] $2,201,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $155,000

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

Number of returns 2,180
Number of single returns 350
Number of joint returns 1,690
Number of head of household returns 110
Number of returns with paid preparer's signature 1,330
Number of exemptions 5,680
Number of dependents 1,810
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] 910
Adjust gross income (AGI) [5] $306,432,000
Number of returns with total income 2,180
Salaries and wages amount $311,937,000
Number of returns with salaries and wages 1,760
Salaries and wages amount $208,727
Number of returns with taxable interest 1,350
Taxable interest amount $1,377
Number of returns with ordinary dividends 1,070
Ordinary dividends amount $8,367,000
Number of returns with qualified dividends 1,010
Qualified dividends amount [6] $6,473
Number of returns with state and local income tax refunds 920
State and local income tax refunds amount $888
Number of returns with business or professional net income (less loss) 500
Business or professional net income (less loss) amount $11,367,000
Number of returns with net capital gain (less loss) 910
Net capital gain (less loss) amount $9,408,000
Number of returns with taxable individual retirement arrangements distributions 550
Taxable individual retirement arrangements distributions amount $15,147,000
Number of returns with taxable pensions and annuities 730
Taxable pensions and annuities amount $31,622,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $704,000
Number of returns with taxable Social Security benefits 660
Taxable Social Security benefits amount $16,147,000
Number of returns with partnership/S-corp net income (less loss) 210
Partnership/S-corp net income (less loss) amount $6,193,000
Number of returns with total statutory adjustments 900
Total statutory adjustments amount $5,505,000
Number of returns with educator expenses 240
Educator expenses amount $67,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $878,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $1,135,000
Number of returns with IRA payments 120
IRA payments amount $743,000
Number of returns with student loan interest deduction 240
Student loan interest deduction amount $261,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $103,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,950
Total itemized deductions amount $57,120,000
Amount of AGI for itemized returns $278,178,000
Number of returns with State and local income taxes 1,910
State and local income taxes amount $14,311,000
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 1,830
Real estate taxes amount $14,169,000
Number of returns with taxes paid 1,950
Taxes paid amount $29,824,000
Number of returns with mortgage interest paid 1,510
Mortgage interest paid amount $13,776,000
Number of returns with contributions 1,760
Contributions amount $4,926,000
Number of returns with taxable income 2,170
Taxable income amount $223,984,000
Number of returns with income tax before credits 2,160
Income tax before credits amount $38,473,000
Number of returns with alternative minimum tax 110
Alternative minimum tax amount $187,000
Number of returns with total tax credits 980
Total tax credits amount $1,007,000
Number of returns with foreign tax credit 390
Foreign tax credit amount $71,000
Number of returns with child and dependent care credit 260
Child and dependent care credit amount $148,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $265,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 320
Child tax credit amount $380,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $48,000
Number of returns with self-employment tax 380
Self-employment tax amount $2,024,000
Number of returns with total tax payments 2,160
Total tax payments amount $43,696,000
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 160
Refundable education credit amount $160,000
Number of returns with income tax 2,160
Income tax amount [10] $37,465,000
Number of returns with tax liability 2,160
Total tax liability amount [11] $39,738,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 710
Tax due at time of filing amount [12] $3,388,000
Number of returns with overpayments refunded 1,340
Overpayments refunded amount [13] $6,498,000
Number of returns with credit to next year’s estimated tax 180
Credited to next year’s estimated tax amount $806,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,120
Number of single returns 90
Number of joint returns 990
Number of head of household returns 30
Number of returns with paid preparer's signature 740
Number of exemptions 3,410
Number of dependents 1,290
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 0
Number of elderly returns [4] 350
Adjust gross income (AGI) [5] $429,486,000
Number of returns with total income 1,120
Salaries and wages amount $439,449,000
Number of returns with salaries and wages 1,000
Salaries and wages amount $297,231
Number of returns with taxable interest 830
Taxable interest amount $2,706
Number of returns with ordinary dividends 750
Ordinary dividends amount $11,004,000
Number of returns with qualified dividends 720
Qualified dividends amount [6] $8,890
Number of returns with state and local income tax refunds 460
State and local income tax refunds amount $972
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $21,313,000
Number of returns with net capital gain (less loss) 700
Net capital gain (less loss) amount $33,293,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $10,764,000
Number of returns with taxable pensions and annuities 300
Taxable pensions and annuities amount $16,795,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $221,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $5,209,000
Number of returns with partnership/S-corp net income (less loss) 270
Partnership/S-corp net income (less loss) amount $36,288,000
Number of returns with total statutory adjustments 440
Total statutory adjustments amount $9,963,000
Number of returns with educator expenses 70
Educator expenses amount $18,000
Number of returns with self-employment retirement plans 100
Self-employment retirement plans amount $3,976,000
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $1,853,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 50
Domestic production activities deduction amount $438,000
Number of returns with itemized deductions 1,110
Total itemized deductions amount $56,587,000
Amount of AGI for itemized returns $424,197,000
Number of returns with State and local income taxes 1,100
State and local income taxes amount $26,798,000
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 1,070
Real estate taxes amount $11,384,000
Number of returns with taxes paid 1,110
Taxes paid amount $39,231,000
Number of returns with mortgage interest paid 880
Mortgage interest paid amount $10,092,000
Number of returns with contributions 1,040
Contributions amount $6,042,000
Number of returns with taxable income 1,120
Taxable income amount $362,668,000
Number of returns with income tax before credits 1,120
Income tax before credits amount $97,364,000
Number of returns with alternative minimum tax 800
Alternative minimum tax amount $4,680,000
Number of returns with total tax credits 460
Total tax credits amount $542,000
Number of returns with foreign tax credit 330
Foreign tax credit amount $260,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $60,000
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 20
Residential energy tax credit amount $14,000
Number of returns with self-employment tax 270
Self-employment tax amount $2,783,000
Number of returns with total tax payments 1,120
Total tax payments amount $97,158,000
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 1,120
Income tax amount [10] $96,405,000
Number of returns with tax liability 1,120
Total tax liability amount [11] $101,593,000
Number of returns with net investment income tax 600
Net investment income tax $1,091,000
Number of returns with tax due at time of filing 600
Tax due at time of filing amount [12] $10,209,000
Number of returns with overpayments refunded 410
Overpayments refunded amount [13] $3,572,000
Number of returns with credit to next year’s estimated tax 130
Credited to next year’s estimated tax amount $2,116,000

[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.