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ZIP Code Database - Facts & Stats

ZIP Code 06498 Income Tax Stats

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

ZIP Code 06498 Data

Zip Code:06498
City:Westbrook
State:CT [Connecticut]
Counties: MIDDLESEX, CT
City Alias(es):Westbrook
Area Code:959
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


06498 Income Tax Overview

Total Number of Tax Returns for ZIP Code 06498 [1] 3,630
Total Number of Single Tax Returns for ZIP Code 06498 1,120
Total Number of Joint Tax Returns for ZIP Code 06498 1,340
Total Number of Dependents for ZIP Code 06498 1,290
Total Adjusted Gross Income for ZIP Code 06498 $311,434,000
Average Income per Person for ZIP Code 06498 $44,727
Average Income per Household for ZIP Code 06498 $85,794

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 1,170
Number of single returns 940
Number of joint returns 110
Number of head of household returns 100
Number of returns with paid preparer's signature 500
Number of exemptions 1,190
Number of dependents 190
Total number of volunteer prepared returns [5] 90
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 110
Number of elderly returns [4] 330
Adjust gross income (AGI) [5] $13,761,000
Number of returns with total income 1,170
Salaries and wages amount $14,290,000
Number of returns with salaries and wages 830
Salaries and wages amount $9,502
Number of returns with taxable interest 230
Taxable interest amount $134
Number of returns with ordinary dividends 160
Ordinary dividends amount $249,000
Number of returns with qualified dividends 160
Qualified dividends amount [6] $170
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 190
Business or professional net income (less loss) amount $1,642,000
Number of returns with net capital gain (less loss) 160
Net capital gain (less loss) amount $25,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $750,000
Number of returns with taxable pensions and annuities 170
Taxable pensions and annuities amount $1,375,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $74,000
Number of returns with taxable Social Security benefits 80
Taxable Social Security benefits amount $191,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $272,000
Number of returns with total statutory adjustments 230
Total statutory adjustments amount $529,000
Number of returns with educator expenses 20
Educator expenses amount $5,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $123,000
Number of returns with IRA payments 30
IRA payments amount $138,000
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $67,000
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 120
Total itemized deductions amount $2,072,000
Amount of AGI for itemized returns $1,671,000
Number of returns with State and local income taxes 30
State and local income taxes amount $49,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $39,000
Number of returns with real estate taxes 100
Real estate taxes amount $517,000
Number of returns with taxes paid 120
Taxes paid amount $684,000
Number of returns with mortgage interest paid 60
Mortgage interest paid amount $434,000
Number of returns with contributions 80
Contributions amount $96,000
Number of returns with taxable income 540
Taxable income amount $3,384,000
Number of returns with income tax before credits 530
Income tax before credits amount $359,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 100
Total tax credits amount $38,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $10,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $22,000
Number of returns with retirement savings contribution credit 40
Retirement savings contribution credit amount $7,000
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 170
Self-employment tax amount $279,000
Number of returns with total tax payments 1,000
Total tax payments amount $1,572,000
Number of returns with earned income credit 230
Earned income credit amount [8] $335,000
Number of returns with excess earned income credit 170
Excess earned income credit (refundable) amount [9] $279,000
Number of returns with additional child tax credit 90
Additional child tax credit amount $100,000
Number of returns with refundable education credit 40
Refundable education credit amount $30,000
Number of returns with income tax 470
Income tax amount [10] $320,000
Number of returns with tax liability 600
Total tax liability amount [11] $622,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 160
Tax due at time of filing amount [12] $183,000
Number of returns with overpayments refunded 890
Overpayments refunded amount [13] $1,105,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $32,000

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

Number of returns 690
Number of single returns 450
Number of joint returns 150
Number of head of household returns 70
Number of returns with paid preparer's signature 320
Number of exemptions 1,020
Number of dependents 190
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] 230
Adjust gross income (AGI) [5] $25,387,000
Number of returns with total income 690
Salaries and wages amount $25,953,000
Number of returns with salaries and wages 550
Salaries and wages amount $18,489
Number of returns with taxable interest 190
Taxable interest amount $146
Number of returns with ordinary dividends 140
Ordinary dividends amount $478,000
Number of returns with qualified dividends 130
Qualified dividends amount [6] $333
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $33
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $1,184,000
Number of returns with net capital gain (less loss) 110
Net capital gain (less loss) amount $420,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $1,202,000
Number of returns with taxable pensions and annuities 130
Taxable pensions and annuities amount $2,321,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $252,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $1,301,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $217,000
Number of returns with total statutory adjustments 190
Total statutory adjustments amount $566,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $107,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 90
Student loan interest deduction amount $128,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $55,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 160
Total itemized deductions amount $2,436,000
Amount of AGI for itemized returns $6,126,000
Number of returns with State and local income taxes 110
State and local income taxes amount $206,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $38,000
Number of returns with real estate taxes 140
Real estate taxes amount $715,000
Number of returns with taxes paid 160
Taxes paid amount $997,000
Number of returns with mortgage interest paid 90
Mortgage interest paid amount $576,000
Number of returns with contributions 120
Contributions amount $166,000
Number of returns with taxable income 680
Taxable income amount $14,530,000
Number of returns with income tax before credits 660
Income tax before credits amount $1,795,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 190
Total tax credits amount $146,000
Number of returns with foreign tax credit 40
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 40
Nonrefundable education credit amount $54,000
Number of returns with retirement savings contribution credit 80
Retirement savings contribution credit amount $16,000
Number of returns with child tax credit 90
Child tax credit amount $75,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 80
Self-employment tax amount $237,000
Number of returns with total tax payments 670
Total tax payments amount $2,900,000
Number of returns with earned income credit 60
Earned income credit amount [8] $108,000
Number of returns with excess earned income credit 40
Excess earned income credit (refundable) amount [9] $75,000
Number of returns with additional child tax credit 60
Additional child tax credit amount $58,000
Number of returns with refundable education credit 20
Refundable education credit amount $21,000
Number of returns with income tax 610
Income tax amount [10] $1,649,000
Number of returns with tax liability 640
Total tax liability amount [11] $1,911,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 110
Tax due at time of filing amount [12] $192,000
Number of returns with overpayments refunded 560
Overpayments refunded amount [13] $1,152,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $23,000

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

Number of returns 480
Number of single returns 270
Number of joint returns 150
Number of head of household returns 40
Number of returns with paid preparer's signature 280
Number of exemptions 790
Number of dependents 150
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] 40
Number of elderly returns [4] 210
Adjust gross income (AGI) [5] $30,150,000
Number of returns with total income 480
Salaries and wages amount $30,865,000
Number of returns with salaries and wages 370
Salaries and wages amount $19,341
Number of returns with taxable interest 190
Taxable interest amount $185
Number of returns with ordinary dividends 150
Ordinary dividends amount $639,000
Number of returns with qualified dividends 140
Qualified dividends amount [6] $383
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $92
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $1,420,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $398,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $1,404,000
Number of returns with taxable pensions and annuities 160
Taxable pensions and annuities amount $4,285,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $298,000
Number of returns with taxable Social Security benefits 150
Taxable Social Security benefits amount $2,361,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $275,000
Number of returns with total statutory adjustments 160
Total statutory adjustments amount $715,000
Number of returns with educator expenses 20
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $366,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $289,000
Number of returns with IRA payments 30
IRA payments amount $131,000
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $73,000
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 240
Total itemized deductions amount $4,549,000
Amount of AGI for itemized returns $15,405,000
Number of returns with State and local income taxes 220
State and local income taxes amount $667,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $27,000
Number of returns with real estate taxes 230
Real estate taxes amount $1,280,000
Number of returns with taxes paid 240
Taxes paid amount $2,065,000
Number of returns with mortgage interest paid 190
Mortgage interest paid amount $1,238,000
Number of returns with contributions 190
Contributions amount $318,000
Number of returns with taxable income 480
Taxable income amount $20,351,000
Number of returns with income tax before credits 480
Income tax before credits amount $2,997,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 150
Total tax credits amount $161,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $17,000
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $43,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 60
Child tax credit amount $91,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $13,000
Number of returns with self-employment tax 70
Self-employment tax amount $248,000
Number of returns with total tax payments 470
Total tax payments amount $3,788,000
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 40
Refundable education credit amount $40,000
Number of returns with income tax 470
Income tax amount [10] $2,836,000
Number of returns with tax liability 480
Total tax liability amount [11] $3,109,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 130
Tax due at time of filing amount [12] $353,000
Number of returns with overpayments refunded 330
Overpayments refunded amount [13] $944,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $74,000

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

Number of returns 360
Number of single returns 150
Number of joint returns 180
Number of head of household returns 30
Number of returns with paid preparer's signature 230
Number of exemptions 690
Number of dependents 140
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 20
Number of elderly returns [4] 190
Adjust gross income (AGI) [5] $31,450,000
Number of returns with total income 360
Salaries and wages amount $31,866,000
Number of returns with salaries and wages 270
Salaries and wages amount $19,349
Number of returns with taxable interest 180
Taxable interest amount $313
Number of returns with ordinary dividends 130
Ordinary dividends amount $730,000
Number of returns with qualified dividends 120
Qualified dividends amount [6] $495
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $70
Number of returns with business or professional net income (less loss) 60
Business or professional net income (less loss) amount $856,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $471,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $1,790,000
Number of returns with taxable pensions and annuities 130
Taxable pensions and annuities amount $4,876,000
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 140
Taxable Social Security benefits amount $2,820,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $237,000
Number of returns with total statutory adjustments 100
Total statutory adjustments amount $416,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 30
Student loan interest deduction amount $40,000
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 240
Total itemized deductions amount $5,234,000
Amount of AGI for itemized returns $20,920,000
Number of returns with State and local income taxes 230
State and local income taxes amount $949,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $54,000
Number of returns with real estate taxes 230
Real estate taxes amount $1,417,000
Number of returns with taxes paid 240
Taxes paid amount $2,508,000
Number of returns with mortgage interest paid 170
Mortgage interest paid amount $1,256,000
Number of returns with contributions 190
Contributions amount $364,000
Number of returns with taxable income 360
Taxable income amount $22,164,000
Number of returns with income tax before credits 360
Income tax before credits amount $3,428,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 120
Total tax credits amount $155,000
Number of returns with foreign tax credit 40
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 20
Nonrefundable education credit amount $34,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 50
Child tax credit amount $76,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 40
Self-employment tax amount $148,000
Number of returns with total tax payments 360
Total tax payments amount $4,222,000
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 350
Income tax amount [10] $3,272,000
Number of returns with tax liability 350
Total tax liability amount [11] $3,458,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 100
Tax due at time of filing amount [12] $208,000
Number of returns with overpayments refunded 240
Overpayments refunded amount [13] $759,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $74,000

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

Number of returns 660
Number of single returns 130
Number of joint returns 510
Number of head of household returns 20
Number of returns with paid preparer's signature 400
Number of exemptions 1,600
Number of dependents 430
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] 290
Adjust gross income (AGI) [5] $91,429,000
Number of returns with total income 660
Salaries and wages amount $92,994,000
Number of returns with salaries and wages 540
Salaries and wages amount $61,880
Number of returns with taxable interest 380
Taxable interest amount $643
Number of returns with ordinary dividends 320
Ordinary dividends amount $1,953,000
Number of returns with qualified dividends 300
Qualified dividends amount [6] $1,471
Number of returns with state and local income tax refunds 240
State and local income tax refunds amount $269
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $2,986,000
Number of returns with net capital gain (less loss) 270
Net capital gain (less loss) amount $2,324,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $4,849,000
Number of returns with taxable pensions and annuities 220
Taxable pensions and annuities amount $10,237,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $273,000
Number of returns with taxable Social Security benefits 200
Taxable Social Security benefits amount $4,835,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $1,285,000
Number of returns with total statutory adjustments 250
Total statutory adjustments amount $1,565,000
Number of returns with educator expenses 50
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $271,000
Number of returns with IRA payments 30
IRA payments amount $206,000
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $75,000
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 570
Total itemized deductions amount $15,551,000
Amount of AGI for itemized returns $80,573,000
Number of returns with State and local income taxes 560
State and local income taxes amount $4,190,000
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 540
Real estate taxes amount $3,925,000
Number of returns with taxes paid 570
Taxes paid amount $8,477,000
Number of returns with mortgage interest paid 440
Mortgage interest paid amount $3,797,000
Number of returns with contributions 510
Contributions amount $1,296,000
Number of returns with taxable income 660
Taxable income amount $68,334,000
Number of returns with income tax before credits 650
Income tax before credits amount $11,925,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $63,000
Number of returns with total tax credits 260
Total tax credits amount $287,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $19,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $33,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $84,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 80
Child tax credit amount $103,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 100
Self-employment tax amount $447,000
Number of returns with total tax payments 650
Total tax payments amount $13,306,000
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 50
Refundable education credit amount $48,000
Number of returns with income tax 650
Income tax amount [10] $11,639,000
Number of returns with tax liability 650
Total tax liability amount [11] $12,150,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 220
Tax due at time of filing amount [12] $964,000
Number of returns with overpayments refunded 410
Overpayments refunded amount [13] $1,725,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $376,000

Adjusted Gross Income: $200,000 or more

Number of returns 270
Number of single returns 20
Number of joint returns 240
Number of head of household returns 0
Number of returns with paid preparer's signature 210
Number of exemptions 700
Number of dependents 190
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] 120
Adjust gross income (AGI) [5] $119,257,000
Number of returns with total income 270
Salaries and wages amount $122,452,000
Number of returns with salaries and wages 240
Salaries and wages amount $66,138
Number of returns with taxable interest 220
Taxable interest amount $1,245
Number of returns with ordinary dividends 190
Ordinary dividends amount $5,380,000
Number of returns with qualified dividends 190
Qualified dividends amount [6] $4,495
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $370
Number of returns with business or professional net income (less loss) 80
Business or professional net income (less loss) amount $7,869,000
Number of returns with net capital gain (less loss) 180
Net capital gain (less loss) amount $8,595,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $2,569,000
Number of returns with taxable pensions and annuities 80
Taxable pensions and annuities amount $4,623,000
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 70
Taxable Social Security benefits amount $1,933,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $15,498,000
Number of returns with total statutory adjustments 120
Total statutory adjustments amount $3,195,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $1,332,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $658,000
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 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 270
Total itemized deductions amount $19,275,000
Amount of AGI for itemized returns $118,704,000
Number of returns with State and local income taxes 260
State and local income taxes amount $10,687,000
Number of returns with State and local general sales tax 0
State and local general sales tax amount $0
Number of returns with real estate taxes 260
Real estate taxes amount $3,346,000
Number of returns with taxes paid 270
Taxes paid amount $14,298,000
Number of returns with mortgage interest paid 210
Mortgage interest paid amount $2,631,000
Number of returns with contributions 260
Contributions amount $2,317,000
Number of returns with taxable income 270
Taxable income amount $99,591,000
Number of returns with income tax before credits 270
Income tax before credits amount $27,141,000
Number of returns with alternative minimum tax 180
Alternative minimum tax amount $1,644,000
Number of returns with total tax credits 120
Total tax credits amount $173,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $32,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 80
Self-employment tax amount $809,000
Number of returns with total tax payments 270
Total tax payments amount $26,395,000
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 270
Income tax amount [10] $26,968,000
Number of returns with tax liability 270
Total tax liability amount [11] $28,530,000
Number of returns with net investment income tax 150
Net investment income tax $359,000
Number of returns with tax due at time of filing 140
Tax due at time of filing amount [12] $4,232,000
Number of returns with overpayments refunded 80
Overpayments refunded amount [13] $1,085,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $995,000

[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.