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ZIP Code Database - Facts & Stats

ZIP Code 06489 Income Tax Stats

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

ZIP Code 06489 Data

Zip Code:06489
City:Southington
State:CT [Connecticut]
Counties: HARTFORD, CT
City Alias(es):Southington
Area Code:959
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


06489 Income Tax Overview

Total Number of Tax Returns for ZIP Code 06489 [1] 16,390
Total Number of Single Tax Returns for ZIP Code 06489 6,090
Total Number of Joint Tax Returns for ZIP Code 06489 7,180
Total Number of Dependents for ZIP Code 06489 8,550
Total Adjusted Gross Income for ZIP Code 06489 $1,432,789,000
Average Income per Person for ZIP Code 06489 $44,681
Average Income per Household for ZIP Code 06489 $87,418

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 4,300
Number of single returns 3,530
Number of joint returns 440
Number of head of household returns 300
Number of returns with paid preparer's signature 1,940
Number of exemptions 3,970
Number of dependents 660
Total number of volunteer prepared returns [5] 210
Number of volunteer income tax assistance (VITA) prepared returns [3] 70
Number of tax counseling for the elderly (TCE) prepared returns [3] 140
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 320
Number of elderly returns [4] 1,210
Adjust gross income (AGI) [5] $48,618,000
Number of returns with total income 4,300
Salaries and wages amount $49,478,000
Number of returns with salaries and wages 3,110
Salaries and wages amount $33,028
Number of returns with taxable interest 1,010
Taxable interest amount $537
Number of returns with ordinary dividends 720
Ordinary dividends amount $954,000
Number of returns with qualified dividends 650
Qualified dividends amount [6] $657
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $44
Number of returns with business or professional net income (less loss) 450
Business or professional net income (less loss) amount $2,769,000
Number of returns with net capital gain (less loss) 540
Net capital gain (less loss) amount $461,000
Number of returns with taxable individual retirement arrangements distributions 530
Taxable individual retirement arrangements distributions amount $3,179,000
Number of returns with taxable pensions and annuities 850
Taxable pensions and annuities amount $7,337,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $493,000
Number of returns with taxable Social Security benefits 390
Taxable Social Security benefits amount $711,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $65,000
Number of returns with total statutory adjustments 600
Total statutory adjustments amount $860,000
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 60
Self-employment health insurance deduction amount $165,000
Number of returns with IRA payments 30
IRA payments amount $72,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $203,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $124,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 380
Total itemized deductions amount $6,060,000
Amount of AGI for itemized returns $5,647,000
Number of returns with State and local income taxes 100
State and local income taxes amount $105,000
Number of returns with State and local general sales tax 240
State and local general sales tax amount $141,000
Number of returns with real estate taxes 340
Real estate taxes amount $1,674,000
Number of returns with taxes paid 370
Taxes paid amount $2,040,000
Number of returns with mortgage interest paid 200
Mortgage interest paid amount $1,024,000
Number of returns with contributions 250
Contributions amount $322,000
Number of returns with taxable income 2,000
Taxable income amount $11,683,000
Number of returns with income tax before credits 1,940
Income tax before credits amount $1,230,000
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 $147,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $95,000
Number of returns with retirement savings contribution credit 150
Retirement savings contribution credit amount $29,000
Number of returns with child tax credit 50
Child tax credit amount $15,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 360
Self-employment tax amount $489,000
Number of returns with total tax payments 3,770
Total tax payments amount $5,730,000
Number of returns with earned income credit 770
Earned income credit amount [8] $1,391,000
Number of returns with excess earned income credit 630
Excess earned income credit (refundable) amount [9] $1,195,000
Number of returns with additional child tax credit 300
Additional child tax credit amount $348,000
Number of returns with refundable education credit 150
Refundable education credit amount $136,000
Number of returns with income tax 1,730
Income tax amount [10] $1,083,000
Number of returns with tax liability 2,010
Total tax liability amount [11] $1,632,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 380
Tax due at time of filing amount [12] $278,000
Number of returns with overpayments refunded 3,530
Overpayments refunded amount [13] $4,332,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $42,000

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

Number of returns 2,920
Number of single returns 1,850
Number of joint returns 640
Number of head of household returns 350
Number of returns with paid preparer's signature 1,470
Number of exemptions 4,460
Number of dependents 940
Total number of volunteer prepared returns [5] 80
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
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] 370
Number of elderly returns [4] 930
Adjust gross income (AGI) [5] $108,729,000
Number of returns with total income 2,920
Salaries and wages amount $110,522,000
Number of returns with salaries and wages 2,250
Salaries and wages amount $77,241
Number of returns with taxable interest 830
Taxable interest amount $809
Number of returns with ordinary dividends 620
Ordinary dividends amount $1,276,000
Number of returns with qualified dividends 580
Qualified dividends amount [6] $866
Number of returns with state and local income tax refunds 290
State and local income tax refunds amount $169
Number of returns with business or professional net income (less loss) 310
Business or professional net income (less loss) amount $4,050,000
Number of returns with net capital gain (less loss) 420
Net capital gain (less loss) amount $749,000
Number of returns with taxable individual retirement arrangements distributions 480
Taxable individual retirement arrangements distributions amount $5,092,000
Number of returns with taxable pensions and annuities 740
Taxable pensions and annuities amount $12,996,000
Number of farm returns 0
Number of returns with unemployment compensation 150
Unemployment compensation amount [7] $788,000
Number of returns with taxable Social Security benefits 760
Taxable Social Security benefits amount $6,012,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $980,000
Number of returns with total statutory adjustments 790
Total statutory adjustments amount $1,793,000
Number of returns with educator expenses 100
Educator expenses amount $23,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $226,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $273,000
Number of returns with IRA payments 60
IRA payments amount $231,000
Number of returns with student loan interest deduction 400
Student loan interest deduction amount $486,000
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 750
Total itemized deductions amount $12,336,000
Amount of AGI for itemized returns $29,249,000
Number of returns with State and local income taxes 520
State and local income taxes amount $930,000
Number of returns with State and local general sales tax 200
State and local general sales tax amount $165,000
Number of returns with real estate taxes 670
Real estate taxes amount $3,452,000
Number of returns with taxes paid 750
Taxes paid amount $4,837,000
Number of returns with mortgage interest paid 480
Mortgage interest paid amount $2,846,000
Number of returns with contributions 570
Contributions amount $871,000
Number of returns with taxable income 2,820
Taxable income amount $61,234,000
Number of returns with income tax before credits 2,800
Income tax before credits amount $7,663,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 880
Total tax credits amount $709,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $52,000
Number of returns with nonrefundable education credit 230
Nonrefundable education credit amount $268,000
Number of returns with retirement savings contribution credit 290
Retirement savings contribution credit amount $46,000
Number of returns with child tax credit 350
Child tax credit amount $331,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $6,000
Number of returns with self-employment tax 260
Self-employment tax amount $785,000
Number of returns with total tax payments 2,830
Total tax payments amount $12,635,000
Number of returns with earned income credit 340
Earned income credit amount [8] $674,000
Number of returns with excess earned income credit 250
Excess earned income credit (refundable) amount [9] $509,000
Number of returns with additional child tax credit 240
Additional child tax credit amount $314,000
Number of returns with refundable education credit 140
Refundable education credit amount $124,000
Number of returns with income tax 2,570
Income tax amount [10] $6,954,000
Number of returns with tax liability 2,660
Total tax liability amount [11] $7,858,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 430
Tax due at time of filing amount [12] $721,000
Number of returns with overpayments refunded 2,420
Overpayments refunded amount [13] $5,382,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $92,000

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

Number of returns 2,310
Number of single returns 1,200
Number of joint returns 730
Number of head of household returns 290
Number of returns with paid preparer's signature 1,360
Number of exemptions 3,960
Number of dependents 930
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] 200
Number of elderly returns [4] 790
Adjust gross income (AGI) [5] $142,362,000
Number of returns with total income 2,310
Salaries and wages amount $144,486,000
Number of returns with salaries and wages 1,840
Salaries and wages amount $100,629
Number of returns with taxable interest 880
Taxable interest amount $724
Number of returns with ordinary dividends 640
Ordinary dividends amount $1,814,000
Number of returns with qualified dividends 610
Qualified dividends amount [6] $1,229
Number of returns with state and local income tax refunds 550
State and local income tax refunds amount $358
Number of returns with business or professional net income (less loss) 290
Business or professional net income (less loss) amount $4,259,000
Number of returns with net capital gain (less loss) 480
Net capital gain (less loss) amount $1,279,000
Number of returns with taxable individual retirement arrangements distributions 440
Taxable individual retirement arrangements distributions amount $5,944,000
Number of returns with taxable pensions and annuities 690
Taxable pensions and annuities amount $16,954,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $853,000
Number of returns with taxable Social Security benefits 620
Taxable Social Security benefits amount $10,349,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,343,000
Number of returns with total statutory adjustments 680
Total statutory adjustments amount $2,124,000
Number of returns with educator expenses 100
Educator expenses amount $24,000
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 $426,000
Number of returns with IRA payments 50
IRA payments amount $253,000
Number of returns with student loan interest deduction 350
Student loan interest deduction amount $391,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $90,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,130
Total itemized deductions amount $19,501,000
Amount of AGI for itemized returns $70,992,000
Number of returns with State and local income taxes 1,030
State and local income taxes amount $2,904,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $154,000
Number of returns with real estate taxes 1,040
Real estate taxes amount $5,430,000
Number of returns with taxes paid 1,130
Taxes paid amount $8,973,000
Number of returns with mortgage interest paid 790
Mortgage interest paid amount $4,662,000
Number of returns with contributions 920
Contributions amount $1,550,000
Number of returns with taxable income 2,290
Taxable income amount $96,218,000
Number of returns with income tax before credits 2,290
Income tax before credits amount $13,935,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 780
Total tax credits amount $896,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $47,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $225,000
Number of returns with retirement savings contribution credit 90
Retirement savings contribution credit amount $15,000
Number of returns with child tax credit 420
Child tax credit amount $566,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $23,000
Number of returns with self-employment tax 220
Self-employment tax amount $780,000
Number of returns with total tax payments 2,280
Total tax payments amount $18,017,000
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 $99,000
Number of returns with refundable education credit 110
Refundable education credit amount $110,000
Number of returns with income tax 2,230
Income tax amount [10] $13,039,000
Number of returns with tax liability 2,250
Total tax liability amount [11] $13,923,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 470
Tax due at time of filing amount [12] $1,048,000
Number of returns with overpayments refunded 1,800
Overpayments refunded amount [13] $5,020,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $100,000

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

Number of returns 1,830
Number of single returns 570
Number of joint returns 1,030
Number of head of household returns 190
Number of returns with paid preparer's signature 1,130
Number of exemptions 3,950
Number of dependents 1,100
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 130
Number of elderly returns [4] 700
Adjust gross income (AGI) [5] $158,780,000
Number of returns with total income 1,830
Salaries and wages amount $161,003,000
Number of returns with salaries and wages 1,520
Salaries and wages amount $111,676
Number of returns with taxable interest 880
Taxable interest amount $621
Number of returns with ordinary dividends 640
Ordinary dividends amount $2,029,000
Number of returns with qualified dividends 600
Qualified dividends amount [6] $1,392
Number of returns with state and local income tax refunds 670
State and local income tax refunds amount $433
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $4,400,000
Number of returns with net capital gain (less loss) 490
Net capital gain (less loss) amount $1,805,000
Number of returns with taxable individual retirement arrangements distributions 340
Taxable individual retirement arrangements distributions amount $6,423,000
Number of returns with taxable pensions and annuities 590
Taxable pensions and annuities amount $18,860,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $750,000
Number of returns with taxable Social Security benefits 530
Taxable Social Security benefits amount $11,199,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $1,964,000
Number of returns with total statutory adjustments 550
Total statutory adjustments amount $2,223,000
Number of returns with educator expenses 110
Educator expenses amount $27,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $301,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $470,000
Number of returns with IRA payments 70
IRA payments amount $390,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $197,000
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 1,290
Total itemized deductions amount $26,140,000
Amount of AGI for itemized returns $112,334,000
Number of returns with State and local income taxes 1,260
State and local income taxes amount $5,394,000
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 1,210
Real estate taxes amount $7,253,000
Number of returns with taxes paid 1,290
Taxes paid amount $13,452,000
Number of returns with mortgage interest paid 1,010
Mortgage interest paid amount $6,572,000
Number of returns with contributions 1,070
Contributions amount $2,035,000
Number of returns with taxable income 1,820
Taxable income amount $110,908,000
Number of returns with income tax before credits 1,820
Income tax before credits amount $16,890,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 730
Total tax credits amount $1,011,000
Number of returns with foreign tax credit 190
Foreign tax credit amount $16,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $71,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $238,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 430
Child tax credit amount $652,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $12,000
Number of returns with self-employment tax 230
Self-employment tax amount $910,000
Number of returns with total tax payments 1,820
Total tax payments amount $21,180,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 130
Refundable education credit amount $123,000
Number of returns with income tax 1,800
Income tax amount [10] $15,879,000
Number of returns with tax liability 1,810
Total tax liability amount [11] $16,859,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 380
Tax due at time of filing amount [12] $1,024,000
Number of returns with overpayments refunded 1,390
Overpayments refunded amount [13] $5,087,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $228,000

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

Number of returns 3,770
Number of single returns 400
Number of joint returns 3,180
Number of head of household returns 160
Number of returns with paid preparer's signature 2,340
Number of exemptions 10,430
Number of dependents 3,480
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 170
Number of elderly returns [4] 1,160
Adjust gross income (AGI) [5] $526,924,000
Number of returns with total income 3,770
Salaries and wages amount $533,138,000
Number of returns with salaries and wages 3,390
Salaries and wages amount $410,484
Number of returns with taxable interest 2,200
Taxable interest amount $2,329
Number of returns with ordinary dividends 1,680
Ordinary dividends amount $7,387,000
Number of returns with qualified dividends 1,600
Qualified dividends amount [6] $5,779
Number of returns with state and local income tax refunds 1,530
State and local income tax refunds amount $1,196
Number of returns with business or professional net income (less loss) 650
Business or professional net income (less loss) amount $13,303,000
Number of returns with net capital gain (less loss) 1,350
Net capital gain (less loss) amount $7,957,000
Number of returns with taxable individual retirement arrangements distributions 660
Taxable individual retirement arrangements distributions amount $14,989,000
Number of returns with taxable pensions and annuities 1,090
Taxable pensions and annuities amount $44,497,000
Number of farm returns 0
Number of returns with unemployment compensation 180
Unemployment compensation amount [7] $1,266,000
Number of returns with taxable Social Security benefits 790
Taxable Social Security benefits amount $18,979,000
Number of returns with partnership/S-corp net income (less loss) 310
Partnership/S-corp net income (less loss) amount $8,228,000
Number of returns with total statutory adjustments 1,510
Total statutory adjustments amount $6,214,000
Number of returns with educator expenses 390
Educator expenses amount $109,000
Number of returns with self-employment retirement plans 70
Self-employment retirement plans amount $1,109,000
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $1,116,000
Number of returns with IRA payments 150
IRA payments amount $891,000
Number of returns with student loan interest deduction 500
Student loan interest deduction amount $543,000
Number of returns with tuition and fees deduction 90
Tuition and fees deduction amount $165,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $133,000
Number of returns with itemized deductions 3,400
Total itemized deductions amount $87,499,000
Amount of AGI for itemized returns $481,025,000
Number of returns with State and local income taxes 3,360
State and local income taxes amount $24,786,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $81,000
Number of returns with real estate taxes 3,290
Real estate taxes amount $23,135,000
Number of returns with taxes paid 3,400
Taxes paid amount $50,591,000
Number of returns with mortgage interest paid 2,830
Mortgage interest paid amount $22,042,000
Number of returns with contributions 3,010
Contributions amount $6,811,000
Number of returns with taxable income 3,770
Taxable income amount $392,434,000
Number of returns with income tax before credits 3,760
Income tax before credits amount $67,817,000
Number of returns with alternative minimum tax 130
Alternative minimum tax amount $267,000
Number of returns with total tax credits 1,760
Total tax credits amount $1,937,000
Number of returns with foreign tax credit 520
Foreign tax credit amount $70,000
Number of returns with child and dependent care credit 520
Child and dependent care credit amount $294,000
Number of returns with nonrefundable education credit 370
Nonrefundable education credit amount $544,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 700
Child tax credit amount $836,000
Number of returns with residential energy tax credit 120
Residential energy tax credit amount $63,000
Number of returns with self-employment tax 540
Self-employment tax amount $2,611,000
Number of returns with total tax payments 3,760
Total tax payments amount $77,459,000
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 330
Refundable education credit amount $329,000
Number of returns with income tax 3,760
Income tax amount [10] $65,880,000
Number of returns with tax liability 3,760
Total tax liability amount [11] $68,822,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,030
Tax due at time of filing amount [12] $4,374,000
Number of returns with overpayments refunded 2,630
Overpayments refunded amount [13] $12,157,000
Number of returns with credit to next year’s estimated tax 150
Credited to next year’s estimated tax amount $776,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,260
Number of single returns 70
Number of joint returns 1,160
Number of head of household returns 30
Number of returns with paid preparer's signature 850
Number of exemptions 3,860
Number of dependents 1,440
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] 30
Number of elderly returns [4] 320
Adjust gross income (AGI) [5] $447,376,000
Number of returns with total income 1,260
Salaries and wages amount $457,429,000
Number of returns with salaries and wages 1,180
Salaries and wages amount $299,629
Number of returns with taxable interest 970
Taxable interest amount $2,319
Number of returns with ordinary dividends 850
Ordinary dividends amount $8,903,000
Number of returns with qualified dividends 820
Qualified dividends amount [6] $7,033
Number of returns with state and local income tax refunds 530
State and local income tax refunds amount $1,448
Number of returns with business or professional net income (less loss) 260
Business or professional net income (less loss) amount $18,777,000
Number of returns with net capital gain (less loss) 780
Net capital gain (less loss) amount $33,139,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $7,125,000
Number of returns with taxable pensions and annuities 300
Taxable pensions and annuities amount $15,343,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $271,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $4,515,000
Number of returns with partnership/S-corp net income (less loss) 300
Partnership/S-corp net income (less loss) amount $60,041,000
Number of returns with total statutory adjustments 430
Total statutory adjustments amount $10,053,000
Number of returns with educator expenses 80
Educator expenses amount $20,000
Number of returns with self-employment retirement plans 90
Self-employment retirement plans amount $2,801,000
Number of returns with self-employment health insurance deduction 130
Self-employment health insurance deduction amount $1,781,000
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 60
Domestic production activities deduction amount $2,745,000
Number of returns with itemized deductions 1,250
Total itemized deductions amount $58,483,000
Amount of AGI for itemized returns $440,956,000
Number of returns with State and local income taxes 1,240
State and local income taxes amount $27,446,000
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 1,220
Real estate taxes amount $13,186,000
Number of returns with taxes paid 1,250
Taxes paid amount $41,856,000
Number of returns with mortgage interest paid 1,010
Mortgage interest paid amount $10,180,000
Number of returns with contributions 1,160
Contributions amount $6,574,000
Number of returns with taxable income 1,260
Taxable income amount $376,442,000
Number of returns with income tax before credits 1,260
Income tax before credits amount $98,254,000
Number of returns with alternative minimum tax 880
Alternative minimum tax amount $4,484,000
Number of returns with total tax credits 530
Total tax credits amount $1,085,000
Number of returns with foreign tax credit 330
Foreign tax credit amount $155,000
Number of returns with child and dependent care credit 180
Child and dependent care credit amount $89,000
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 $58,000
Number of returns with self-employment tax 240
Self-employment tax amount $2,728,000
Number of returns with total tax payments 1,260
Total tax payments amount $97,615,000
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 1,260
Income tax amount [10] $97,169,000
Number of returns with tax liability 1,260
Total tax liability amount [11] $101,818,000
Number of returns with net investment income tax 600
Net investment income tax $840,000
Number of returns with tax due at time of filing 610
Tax due at time of filing amount [12] $12,672,000
Number of returns with overpayments refunded 550
Overpayments refunded amount [13] $4,483,000
Number of returns with credit to next year’s estimated tax 120
Credited to next year’s estimated tax amount $3,910,000

[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.