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ZIP Code Database - Facts & Stats

ZIP Code 06905 Income Tax Stats

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

ZIP Code 06905 Data

Zip Code:06905
City:Stamford
State:CT [Connecticut]
Counties: FAIRFIELD, CT
City Alias(es):Stamford
Area Code:475
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


06905 Income Tax Overview

Total Number of Tax Returns for ZIP Code 06905 [1] 11,180
Total Number of Single Tax Returns for ZIP Code 06905 3,270
Total Number of Joint Tax Returns for ZIP Code 06905 4,280
Total Number of Dependents for ZIP Code 06905 5,530
Total Adjusted Gross Income for ZIP Code 06905 $1,253,903,000
Average Income per Person for ZIP Code 06905 $63,815
Average Income per Household for ZIP Code 06905 $112,156

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 2,660
Number of single returns 2,120
Number of joint returns 260
Number of head of household returns 230
Number of returns with paid preparer's signature 1,430
Number of exemptions 2,720
Number of dependents 500
Total number of volunteer prepared returns [5] 120
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 120
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 190
Number of elderly returns [4] 620
Adjust gross income (AGI) [5] $30,006,000
Number of returns with total income 2,660
Salaries and wages amount $31,027,000
Number of returns with salaries and wages 1,720
Salaries and wages amount $18,998
Number of returns with taxable interest 540
Taxable interest amount $359
Number of returns with ordinary dividends 480
Ordinary dividends amount $1,043,000
Number of returns with qualified dividends 450
Qualified dividends amount [6] $671
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $65
Number of returns with business or professional net income (less loss) 650
Business or professional net income (less loss) amount $5,745,000
Number of returns with net capital gain (less loss) 410
Net capital gain (less loss) amount $334,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $1,323,000
Number of returns with taxable pensions and annuities 340
Taxable pensions and annuities amount $2,771,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $261,000
Number of returns with taxable Social Security benefits 160
Taxable Social Security benefits amount $371,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount ($75,000)
Number of returns with total statutory adjustments 730
Total statutory adjustments amount $1,021,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $198,000
Number of returns with IRA payments 20
IRA payments amount $116,000
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $120,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $91,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 320
Total itemized deductions amount $5,903,000
Amount of AGI for itemized returns $4,647,000
Number of returns with State and local income taxes 90
State and local income taxes amount $104,000
Number of returns with State and local general sales tax 180
State and local general sales tax amount $92,000
Number of returns with real estate taxes 250
Real estate taxes amount $1,883,000
Number of returns with taxes paid 310
Taxes paid amount $2,183,000
Number of returns with mortgage interest paid 130
Mortgage interest paid amount $1,034,000
Number of returns with contributions 230
Contributions amount $255,000
Number of returns with taxable income 1,150
Taxable income amount $6,991,000
Number of returns with income tax before credits 1,100
Income tax before credits amount $740,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 270
Total tax credits amount $100,000
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 110
Nonrefundable education credit amount $67,000
Number of returns with retirement savings contribution credit 70
Retirement savings contribution credit amount $13,000
Number of returns with child tax credit 40
Child tax credit amount $13,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 600
Self-employment tax amount $868,000
Number of returns with total tax payments 2,130
Total tax payments amount $3,612,000
Number of returns with earned income credit 560
Earned income credit amount [8] $982,000
Number of returns with excess earned income credit 400
Excess earned income credit (refundable) amount [9] $730,000
Number of returns with additional child tax credit 230
Additional child tax credit amount $268,000
Number of returns with refundable education credit 120
Refundable education credit amount $104,000
Number of returns with income tax 950
Income tax amount [10] $639,000
Number of returns with tax liability 1,420
Total tax liability amount [11] $1,552,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 530
Tax due at time of filing amount [12] $533,000
Number of returns with overpayments refunded 1,820
Overpayments refunded amount [13] $2,510,000
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 1,920
Number of single returns 1,280
Number of joint returns 350
Number of head of household returns 250
Number of returns with paid preparer's signature 1,020
Number of exemptions 2,950
Number of dependents 710
Total number of volunteer prepared returns [5] 120
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 80
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 210
Number of elderly returns [4] 430
Adjust gross income (AGI) [5] $71,093,000
Number of returns with total income 1,920
Salaries and wages amount $72,973,000
Number of returns with salaries and wages 1,550
Salaries and wages amount $53,835
Number of returns with taxable interest 490
Taxable interest amount $446
Number of returns with ordinary dividends 380
Ordinary dividends amount $1,537,000
Number of returns with qualified dividends 350
Qualified dividends amount [6] $1,065
Number of returns with state and local income tax refunds 160
State and local income tax refunds amount $139
Number of returns with business or professional net income (less loss) 380
Business or professional net income (less loss) amount $7,070,000
Number of returns with net capital gain (less loss) 320
Net capital gain (less loss) amount $1,052,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $1,794,000
Number of returns with taxable pensions and annuities 260
Taxable pensions and annuities amount $3,885,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $477,000
Number of returns with taxable Social Security benefits 320
Taxable Social Security benefits amount $2,531,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $443,000
Number of returns with total statutory adjustments 680
Total statutory adjustments amount $1,880,000
Number of returns with educator expenses 40
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 80
Self-employment health insurance deduction amount $379,000
Number of returns with IRA payments 50
IRA payments amount $247,000
Number of returns with student loan interest deduction 270
Student loan interest deduction amount $342,000
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 510
Total itemized deductions amount $10,291,000
Amount of AGI for itemized returns $19,440,000
Number of returns with State and local income taxes 330
State and local income taxes amount $687,000
Number of returns with State and local general sales tax 150
State and local general sales tax amount $107,000
Number of returns with real estate taxes 370
Real estate taxes amount $2,800,000
Number of returns with taxes paid 510
Taxes paid amount $3,765,000
Number of returns with mortgage interest paid 250
Mortgage interest paid amount $2,255,000
Number of returns with contributions 380
Contributions amount $854,000
Number of returns with taxable income 1,810
Taxable income amount $39,085,000
Number of returns with income tax before credits 1,780
Income tax before credits amount $4,968,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 580
Total tax credits amount $460,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $34,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $164,000
Number of returns with retirement savings contribution credit 170
Retirement savings contribution credit amount $30,000
Number of returns with child tax credit 240
Child tax credit amount $218,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 330
Self-employment tax amount $1,134,000
Number of returns with total tax payments 1,830
Total tax payments amount $8,468,000
Number of returns with earned income credit 230
Earned income credit amount [8] $480,000
Number of returns with excess earned income credit 160
Excess earned income credit (refundable) amount [9] $314,000
Number of returns with additional child tax credit 190
Additional child tax credit amount $249,000
Number of returns with refundable education credit 110
Refundable education credit amount $99,000
Number of returns with income tax 1,600
Income tax amount [10] $4,508,000
Number of returns with tax liability 1,720
Total tax liability amount [11] $5,748,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 420
Tax due at time of filing amount [12] $986,000
Number of returns with overpayments refunded 1,420
Overpayments refunded amount [13] $3,472,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $194,000

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

Number of returns 1,560
Number of single returns 940
Number of joint returns 420
Number of head of household returns 150
Number of returns with paid preparer's signature 920
Number of exemptions 2,550
Number of dependents 580
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] 120
Number of elderly returns [4] 410
Adjust gross income (AGI) [5] $97,047,000
Number of returns with total income 1,560
Salaries and wages amount $99,309,000
Number of returns with salaries and wages 1,300
Salaries and wages amount $74,297
Number of returns with taxable interest 570
Taxable interest amount $651
Number of returns with ordinary dividends 450
Ordinary dividends amount $1,942,000
Number of returns with qualified dividends 430
Qualified dividends amount [6] $1,422
Number of returns with state and local income tax refunds 310
State and local income tax refunds amount $290
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $4,663,000
Number of returns with net capital gain (less loss) 380
Net capital gain (less loss) amount $1,455,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $3,092,000
Number of returns with taxable pensions and annuities 280
Taxable pensions and annuities amount $5,802,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $316,000
Number of returns with taxable Social Security benefits 290
Taxable Social Security benefits amount $4,968,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $1,317,000
Number of returns with total statutory adjustments 600
Total statutory adjustments amount $2,262,000
Number of returns with educator expenses 60
Educator expenses amount $15,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $714,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $428,000
Number of returns with IRA payments 60
IRA payments amount $265,000
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $399,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $69,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 690
Total itemized deductions amount $14,965,000
Amount of AGI for itemized returns $43,908,000
Number of returns with State and local income taxes 620
State and local income taxes amount $1,992,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $61,000
Number of returns with real estate taxes 530
Real estate taxes amount $4,167,000
Number of returns with taxes paid 690
Taxes paid amount $6,484,000
Number of returns with mortgage interest paid 370
Mortgage interest paid amount $3,125,000
Number of returns with contributions 560
Contributions amount $1,349,000
Number of returns with taxable income 1,540
Taxable income amount $65,130,000
Number of returns with income tax before credits 1,530
Income tax before credits amount $9,641,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 440
Total tax credits amount $542,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $19,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $25,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $145,000
Number of returns with retirement savings contribution credit 50
Retirement savings contribution credit amount $10,000
Number of returns with child tax credit 210
Child tax credit amount $303,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $13,000
Number of returns with self-employment tax 220
Self-employment tax amount $896,000
Number of returns with total tax payments 1,520
Total tax payments amount $12,718,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 50
Additional child tax credit amount $62,000
Number of returns with refundable education credit 80
Refundable education credit amount $73,000
Number of returns with income tax 1,480
Income tax amount [10] $9,099,000
Number of returns with tax liability 1,500
Total tax liability amount [11] $10,043,000
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] $1,126,000
Number of returns with overpayments refunded 1,120
Overpayments refunded amount [13] $3,163,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $275,000

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

Number of returns 1,280
Number of single returns 620
Number of joint returns 560
Number of head of household returns 80
Number of returns with paid preparer's signature 840
Number of exemptions 2,440
Number of dependents 600
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] 70
Number of elderly returns [4] 380
Adjust gross income (AGI) [5] $111,139,000
Number of returns with total income 1,280
Salaries and wages amount $112,949,000
Number of returns with salaries and wages 1,070
Salaries and wages amount $82,781
Number of returns with taxable interest 550
Taxable interest amount $710
Number of returns with ordinary dividends 430
Ordinary dividends amount $2,078,000
Number of returns with qualified dividends 400
Qualified dividends amount [6] $1,520
Number of returns with state and local income tax refunds 390
State and local income tax refunds amount $381
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $4,973,000
Number of returns with net capital gain (less loss) 370
Net capital gain (less loss) amount $1,654,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $3,607,000
Number of returns with taxable pensions and annuities 250
Taxable pensions and annuities amount $7,177,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $301,000
Number of returns with taxable Social Security benefits 280
Taxable Social Security benefits amount $6,092,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,861,000
Number of returns with total statutory adjustments 350
Total statutory adjustments amount $1,810,000
Number of returns with educator expenses 80
Educator expenses amount $19,000
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 $416,000
Number of returns with IRA payments 30
IRA payments amount $202,000
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $79,000
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 790
Total itemized deductions amount $18,733,000
Amount of AGI for itemized returns $68,874,000
Number of returns with State and local income taxes 760
State and local income taxes amount $3,454,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $43,000
Number of returns with real estate taxes 630
Real estate taxes amount $5,072,000
Number of returns with taxes paid 790
Taxes paid amount $8,892,000
Number of returns with mortgage interest paid 490
Mortgage interest paid amount $4,425,000
Number of returns with contributions 640
Contributions amount $1,470,000
Number of returns with taxable income 1,280
Taxable income amount $77,899,000
Number of returns with income tax before credits 1,280
Income tax before credits amount $12,581,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 470
Total tax credits amount $573,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $22,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $29,000
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 260
Child tax credit amount $374,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 190
Self-employment tax amount $899,000
Number of returns with total tax payments 1,260
Total tax payments amount $15,202,000
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 $42,000
Number of returns with income tax 1,260
Income tax amount [10] $12,008,000
Number of returns with tax liability 1,270
Total tax liability amount [11] $12,967,000
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] $1,251,000
Number of returns with overpayments refunded 880
Overpayments refunded amount [13] $3,093,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $347,000

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

Number of returns 2,320
Number of single returns 640
Number of joint returns 1,500
Number of head of household returns 130
Number of returns with paid preparer's signature 1,500
Number of exemptions 5,450
Number of dependents 1,620
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] 90
Number of elderly returns [4] 670
Adjust gross income (AGI) [5] $328,645,000
Number of returns with total income 2,320
Salaries and wages amount $334,048,000
Number of returns with salaries and wages 2,050
Salaries and wages amount $254,112
Number of returns with taxable interest 1,280
Taxable interest amount $2,305
Number of returns with ordinary dividends 1,080
Ordinary dividends amount $7,602,000
Number of returns with qualified dividends 1,030
Qualified dividends amount [6] $5,757
Number of returns with state and local income tax refunds 890
State and local income tax refunds amount $1,099
Number of returns with business or professional net income (less loss) 500
Business or professional net income (less loss) amount $14,321,000
Number of returns with net capital gain (less loss) 940
Net capital gain (less loss) amount $7,676,000
Number of returns with taxable individual retirement arrangements distributions 390
Taxable individual retirement arrangements distributions amount $10,636,000
Number of returns with taxable pensions and annuities 460
Taxable pensions and annuities amount $16,585,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $609,000
Number of returns with taxable Social Security benefits 430
Taxable Social Security benefits amount $10,646,000
Number of returns with partnership/S-corp net income (less loss) 240
Partnership/S-corp net income (less loss) amount $6,528,000
Number of returns with total statutory adjustments 800
Total statutory adjustments amount $5,403,000
Number of returns with educator expenses 190
Educator expenses amount $51,000
Number of returns with self-employment retirement plans 70
Self-employment retirement plans amount $1,081,000
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $1,185,000
Number of returns with IRA payments 100
IRA payments amount $605,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $176,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $67,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $174,000
Number of returns with itemized deductions 1,950
Total itemized deductions amount $59,573,000
Amount of AGI for itemized returns $280,095,000
Number of returns with State and local income taxes 1,910
State and local income taxes amount $15,816,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $39,000
Number of returns with real estate taxes 1,620
Real estate taxes amount $14,424,000
Number of returns with taxes paid 1,940
Taxes paid amount $31,240,000
Number of returns with mortgage interest paid 1,370
Mortgage interest paid amount $14,836,000
Number of returns with contributions 1,670
Contributions amount $5,236,000
Number of returns with taxable income 2,320
Taxable income amount $242,777,000
Number of returns with income tax before credits 2,310
Income tax before credits amount $44,256,000
Number of returns with alternative minimum tax 190
Alternative minimum tax amount $492,000
Number of returns with total tax credits 940
Total tax credits amount $917,000
Number of returns with foreign tax credit 400
Foreign tax credit amount $166,000
Number of returns with child and dependent care credit 220
Child and dependent care credit amount $134,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $188,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 290
Child tax credit amount $338,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $12,000
Number of returns with self-employment tax 400
Self-employment tax amount $2,412,000
Number of returns with total tax payments 2,290
Total tax payments amount $50,982,000
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 120
Refundable education credit amount $116,000
Number of returns with income tax 2,300
Income tax amount [10] $43,338,000
Number of returns with tax liability 2,310
Total tax liability amount [11] $46,000,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 680
Tax due at time of filing amount [12] $3,983,000
Number of returns with overpayments refunded 1,510
Overpayments refunded amount [13] $7,779,000
Number of returns with credit to next year’s estimated tax 170
Credited to next year’s estimated tax amount $1,104,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,440
Number of single returns 180
Number of joint returns 1,190
Number of head of household returns 50
Number of returns with paid preparer's signature 1,000
Number of exemptions 4,150
Number of dependents 1,520
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] 360
Adjust gross income (AGI) [5] $615,973,000
Number of returns with total income 1,440
Salaries and wages amount $626,112,000
Number of returns with salaries and wages 1,300
Salaries and wages amount $398,202
Number of returns with taxable interest 1,130
Taxable interest amount $5,286
Number of returns with ordinary dividends 1,040
Ordinary dividends amount $19,343,000
Number of returns with qualified dividends 990
Qualified dividends amount [6] $14,730
Number of returns with state and local income tax refunds 630
State and local income tax refunds amount $2,848
Number of returns with business or professional net income (less loss) 360
Business or professional net income (less loss) amount $23,270,000
Number of returns with net capital gain (less loss) 970
Net capital gain (less loss) amount $49,544,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $10,891,000
Number of returns with taxable pensions and annuities 240
Taxable pensions and annuities amount $10,158,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $353,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $5,705,000
Number of returns with partnership/S-corp net income (less loss) 350
Partnership/S-corp net income (less loss) amount $51,940,000
Number of returns with total statutory adjustments 540
Total statutory adjustments amount $10,139,000
Number of returns with educator expenses 80
Educator expenses amount $22,000
Number of returns with self-employment retirement plans 120
Self-employment retirement plans amount $3,876,000
Number of returns with self-employment health insurance deduction 130
Self-employment health insurance deduction amount $1,787,000
Number of returns with IRA payments 40
IRA payments amount $326,000
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,420
Total itemized deductions amount $87,627,000
Amount of AGI for itemized returns $610,193,000
Number of returns with State and local income taxes 1,410
State and local income taxes amount $41,703,000
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 1,260
Real estate taxes amount $15,369,000
Number of returns with taxes paid 1,420
Taxes paid amount $57,977,000
Number of returns with mortgage interest paid 1,060
Mortgage interest paid amount $14,666,000
Number of returns with contributions 1,290
Contributions amount $12,065,000
Number of returns with taxable income 1,440
Taxable income amount $517,075,000
Number of returns with income tax before credits 1,440
Income tax before credits amount $138,742,000
Number of returns with alternative minimum tax 1,070
Alternative minimum tax amount $7,290,000
Number of returns with total tax credits 720
Total tax credits amount $2,300,000
Number of returns with foreign tax credit 520
Foreign tax credit amount $1,049,000
Number of returns with child and dependent care credit 230
Child and dependent care credit amount $133,000
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 $9,000
Number of returns with self-employment tax 380
Self-employment tax amount $4,136,000
Number of returns with total tax payments 1,430
Total tax payments amount $138,384,000
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 1,440
Income tax amount [10] $136,442,000
Number of returns with tax liability 1,440
Total tax liability amount [11] $145,969,000
Number of returns with net investment income tax 820
Net investment income tax $2,036,000
Number of returns with tax due at time of filing 700
Tax due at time of filing amount [12] $12,460,000
Number of returns with overpayments refunded 540
Overpayments refunded amount [13] $4,879,000
Number of returns with credit to next year’s estimated tax 230
Credited to next year’s estimated tax amount $7,629,000

[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.