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ZIP Code Database - Facts & Stats

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ZIP Code 07001 Income Tax Stats

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

ZIP Code 07001 Data

Zip Code:07001
City:Avenel
State:NJ [New Jersey]
Counties: MIDDLESEX, NJ
City Alias(es):Avenel
Area Code:732 / 908
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


07001 Income Tax Overview

Total Number of Tax Returns for ZIP Code 07001 [1] 7,090
Total Number of Single Tax Returns for ZIP Code 07001 2,510
Total Number of Joint Tax Returns for ZIP Code 07001 2,600
Total Number of Dependents for ZIP Code 07001 4,340
Total Adjusted Gross Income for ZIP Code 07001 $438,963,000
Average Income per Person for ZIP Code 07001 $26,922
Average Income per Household for ZIP Code 07001 $61,913

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 2,030
Number of single returns 1,440
Number of joint returns 270
Number of head of household returns 280
Number of returns with paid preparer's signature 1,260
Number of exemptions 2,560
Number of dependents 740
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
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] 290
Number of elderly returns [4] 390
Adjust gross income (AGI) [5] $25,872,000
Number of returns with total income 2,030
Salaries and wages amount $26,341,000
Number of returns with salaries and wages 1,580
Salaries and wages amount $19,446
Number of returns with taxable interest 250
Taxable interest amount $156
Number of returns with ordinary dividends 130
Ordinary dividends amount $143,000
Number of returns with qualified dividends 120
Qualified dividends amount [6] $92
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $23
Number of returns with business or professional net income (less loss) 380
Business or professional net income (less loss) amount $3,059,000
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $59,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $613,000
Number of returns with taxable pensions and annuities 250
Taxable pensions and annuities amount $1,954,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $386,000
Number of returns with taxable Social Security benefits 100
Taxable Social Security benefits amount $202,000
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 420
Total statutory adjustments amount $469,000
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 20
IRA payments amount $82,000
Number of returns with student loan interest deduction 90
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 180
Total itemized deductions amount $2,769,000
Amount of AGI for itemized returns $2,704,000
Number of returns with State and local income taxes 60
State and local income taxes amount $30,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $53,000
Number of returns with real estate taxes 140
Real estate taxes amount $965,000
Number of returns with taxes paid 180
Taxes paid amount $1,077,000
Number of returns with mortgage interest paid 90
Mortgage interest paid amount $601,000
Number of returns with contributions 120
Contributions amount $167,000
Number of returns with taxable income 930
Taxable income amount $5,874,000
Number of returns with income tax before credits 930
Income tax before credits amount $625,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 220
Total tax credits amount $86,000
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 $7,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $54,000
Number of returns with retirement savings contribution credit 50
Retirement savings contribution credit amount $8,000
Number of returns with child tax credit 50
Child tax credit amount $17,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 320
Self-employment tax amount $522,000
Number of returns with total tax payments 1,850
Total tax payments amount $4,059,000
Number of returns with earned income credit 670
Earned income credit amount [8] $1,653,000
Number of returns with excess earned income credit 570
Excess earned income credit (refundable) amount [9] $1,309,000
Number of returns with additional child tax credit 320
Additional child tax credit amount $400,000
Number of returns with refundable education credit 150
Refundable education credit amount $132,000
Number of returns with income tax 780
Income tax amount [10] $539,000
Number of returns with tax liability 1,080
Total tax liability amount [11] $1,119,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 210
Tax due at time of filing amount [12] $220,000
Number of returns with overpayments refunded 1,720
Overpayments refunded amount [13] $3,143,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 1,580
Number of single returns 830
Number of joint returns 360
Number of head of household returns 330
Number of returns with paid preparer's signature 990
Number of exemptions 2,840
Number of dependents 910
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] 230
Number of elderly returns [4] 310
Adjust gross income (AGI) [5] $57,802,000
Number of returns with total income 1,580
Salaries and wages amount $58,398,000
Number of returns with salaries and wages 1,390
Salaries and wages amount $48,513
Number of returns with taxable interest 270
Taxable interest amount $171
Number of returns with ordinary dividends 130
Ordinary dividends amount $148,000
Number of returns with qualified dividends 120
Qualified dividends amount [6] $104
Number of returns with state and local income tax refunds 140
State and local income tax refunds amount $58
Number of returns with business or professional net income (less loss) 210
Business or professional net income (less loss) amount $2,684,000
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $95,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $943,000
Number of returns with taxable pensions and annuities 240
Taxable pensions and annuities amount $3,584,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $548,000
Number of returns with taxable Social Security benefits 200
Taxable Social Security benefits amount $1,380,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $373,000
Number of returns with total statutory adjustments 370
Total statutory adjustments amount $596,000
Number of returns with educator expenses 30
Educator expenses amount $8,000
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 $156,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $192,000
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 360
Total itemized deductions amount $5,878,000
Amount of AGI for itemized returns $13,609,000
Number of returns with State and local income taxes 250
State and local income taxes amount $291,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $102,000
Number of returns with real estate taxes 240
Real estate taxes amount $1,696,000
Number of returns with taxes paid 360
Taxes paid amount $2,169,000
Number of returns with mortgage interest paid 180
Mortgage interest paid amount $1,167,000
Number of returns with contributions 260
Contributions amount $558,000
Number of returns with taxable income 1,510
Taxable income amount $30,339,000
Number of returns with income tax before credits 1,500
Income tax before credits amount $3,817,000
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 $520,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $49,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $161,000
Number of returns with retirement savings contribution credit 190
Retirement savings contribution credit amount $33,000
Number of returns with child tax credit 290
Child tax credit amount $262,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 160
Self-employment tax amount $448,000
Number of returns with total tax payments 1,550
Total tax payments amount $7,019,000
Number of returns with earned income credit 370
Earned income credit amount [8] $806,000
Number of returns with excess earned income credit 290
Excess earned income credit (refundable) amount [9] $567,000
Number of returns with additional child tax credit 250
Additional child tax credit amount $341,000
Number of returns with refundable education credit 120
Refundable education credit amount $109,000
Number of returns with income tax 1,280
Income tax amount [10] $3,297,000
Number of returns with tax liability 1,360
Total tax liability amount [11] $3,839,000
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] $393,000
Number of returns with overpayments refunded 1,340
Overpayments refunded amount [13] $3,532,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 1,200
Number of single returns 530
Number of joint returns 400
Number of head of household returns 220
Number of returns with paid preparer's signature 810
Number of exemptions 2,270
Number of dependents 670
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] 160
Number of elderly returns [4] 260
Adjust gross income (AGI) [5] $74,975,000
Number of returns with total income 1,200
Salaries and wages amount $75,588,000
Number of returns with salaries and wages 1,100
Salaries and wages amount $64,531
Number of returns with taxable interest 280
Taxable interest amount $230
Number of returns with ordinary dividends 170
Ordinary dividends amount $336,000
Number of returns with qualified dividends 160
Qualified dividends amount [6] $251
Number of returns with state and local income tax refunds 310
State and local income tax refunds amount $216
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $731,000
Number of returns with net capital gain (less loss) 140
Net capital gain (less loss) amount $365,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $1,052,000
Number of returns with taxable pensions and annuities 210
Taxable pensions and annuities amount $4,382,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $387,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $2,883,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $391,000
Number of returns with total statutory adjustments 300
Total statutory adjustments amount $613,000
Number of returns with educator expenses 30
Educator expenses amount $8,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 40
IRA payments amount $228,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $191,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $111,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 560
Total itemized deductions amount $10,994,000
Amount of AGI for itemized returns $35,748,000
Number of returns with State and local income taxes 490
State and local income taxes amount $1,180,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $73,000
Number of returns with real estate taxes 400
Real estate taxes amount $2,811,000
Number of returns with taxes paid 560
Taxes paid amount $4,213,000
Number of returns with mortgage interest paid 350
Mortgage interest paid amount $2,517,000
Number of returns with contributions 450
Contributions amount $1,032,000
Number of returns with taxable income 1,200
Taxable income amount $49,034,000
Number of returns with income tax before credits 1,190
Income tax before credits amount $7,050,000
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 $607,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $12,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $40,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $133,000
Number of returns with retirement savings contribution credit 60
Retirement savings contribution credit amount $10,000
Number of returns with child tax credit 290
Child tax credit amount $391,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $16,000
Number of returns with self-employment tax 90
Self-employment tax amount $189,000
Number of returns with total tax payments 1,190
Total tax payments amount $9,425,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 40
Additional child tax credit amount $41,000
Number of returns with refundable education credit 70
Refundable education credit amount $72,000
Number of returns with income tax 1,150
Income tax amount [10] $6,444,000
Number of returns with tax liability 1,170
Total tax liability amount [11] $6,710,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 210
Tax due at time of filing amount [12] $407,000
Number of returns with overpayments refunded 980
Overpayments refunded amount [13] $3,090,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $156,000

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

Number of returns 920
Number of single returns 230
Number of joint returns 540
Number of head of household returns 120
Number of returns with paid preparer's signature 660
Number of exemptions 2,180
Number of dependents 730
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] 70
Number of elderly returns [4] 170
Adjust gross income (AGI) [5] $79,596,000
Number of returns with total income 920
Salaries and wages amount $79,971,000
Number of returns with salaries and wages 880
Salaries and wages amount $70,461
Number of returns with taxable interest 260
Taxable interest amount $179
Number of returns with ordinary dividends 150
Ordinary dividends amount $201,000
Number of returns with qualified dividends 130
Qualified dividends amount [6] $160
Number of returns with state and local income tax refunds 280
State and local income tax refunds amount $247
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $852,000
Number of returns with net capital gain (less loss) 130
Net capital gain (less loss) amount $272,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $769,000
Number of returns with taxable pensions and annuities 150
Taxable pensions and annuities amount $4,022,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $363,000
Number of returns with taxable Social Security benefits 110
Taxable Social Security benefits amount $2,145,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $453,000
Number of returns with total statutory adjustments 180
Total statutory adjustments amount $375,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 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 60
Student loan interest deduction amount $56,000
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 500
Total itemized deductions amount $10,593,000
Amount of AGI for itemized returns $43,610,000
Number of returns with State and local income taxes 480
State and local income taxes amount $1,669,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $36,000
Number of returns with real estate taxes 360
Real estate taxes amount $2,580,000
Number of returns with taxes paid 500
Taxes paid amount $4,392,000
Number of returns with mortgage interest paid 320
Mortgage interest paid amount $2,302,000
Number of returns with contributions 400
Contributions amount $997,000
Number of returns with taxable income 920
Taxable income amount $55,640,000
Number of returns with income tax before credits 920
Income tax before credits amount $8,533,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 420
Total tax credits amount $634,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $34,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $82,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 340
Child tax credit amount $496,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 60
Self-employment tax amount $170,000
Number of returns with total tax payments 920
Total tax payments amount $10,428,000
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 910
Income tax amount [10] $7,899,000
Number of returns with tax liability 910
Total tax liability amount [11] $8,113,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 170
Tax due at time of filing amount [12] $431,000
Number of returns with overpayments refunded 750
Overpayments refunded amount [13] $2,722,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 1,210
Number of single returns 170
Number of joint returns 920
Number of head of household returns 100
Number of returns with paid preparer's signature 910
Number of exemptions 3,250
Number of dependents 1,130
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 80
Number of elderly returns [4] 200
Adjust gross income (AGI) [5] $158,054,000
Number of returns with total income 1,210
Salaries and wages amount $159,165,000
Number of returns with salaries and wages 1,170
Salaries and wages amount $142,692
Number of returns with taxable interest 480
Taxable interest amount $378
Number of returns with ordinary dividends 280
Ordinary dividends amount $706,000
Number of returns with qualified dividends 260
Qualified dividends amount [6] $530
Number of returns with state and local income tax refunds 520
State and local income tax refunds amount $554
Number of returns with business or professional net income (less loss) 140
Business or professional net income (less loss) amount $1,347,000
Number of returns with net capital gain (less loss) 270
Net capital gain (less loss) amount $877,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $2,764,000
Number of returns with taxable pensions and annuities 190
Taxable pensions and annuities amount $6,236,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $331,000
Number of returns with taxable Social Security benefits 120
Taxable Social Security benefits amount $2,645,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $1,351,000
Number of returns with total statutory adjustments 310
Total statutory adjustments amount $1,111,000
Number of returns with educator expenses 70
Educator expenses amount $21,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 50
IRA payments amount $301,000
Number of returns with student loan interest deduction 90
Student loan interest deduction amount $115,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $57,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 850
Total itemized deductions amount $21,175,000
Amount of AGI for itemized returns $112,645,000
Number of returns with State and local income taxes 830
State and local income taxes amount $5,098,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $49,000
Number of returns with real estate taxes 650
Real estate taxes amount $5,213,000
Number of returns with taxes paid 840
Taxes paid amount $10,513,000
Number of returns with mortgage interest paid 590
Mortgage interest paid amount $4,523,000
Number of returns with contributions 710
Contributions amount $2,151,000
Number of returns with taxable income 1,210
Taxable income amount $119,379,000
Number of returns with income tax before credits 1,210
Income tax before credits amount $20,907,000
Number of returns with alternative minimum tax 70
Alternative minimum tax amount $105,000
Number of returns with total tax credits 520
Total tax credits amount $619,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $79,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $142,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 300
Child tax credit amount $336,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $36,000
Number of returns with self-employment tax 100
Self-employment tax amount $264,000
Number of returns with total tax payments 1,200
Total tax payments amount $23,746,000
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 80
Refundable education credit amount $80,000
Number of returns with income tax 1,200
Income tax amount [10] $20,288,000
Number of returns with tax liability 1,200
Total tax liability amount [11] $20,639,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 300
Tax due at time of filing amount [12] $1,068,000
Number of returns with overpayments refunded 900
Overpayments refunded amount [13] $4,062,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

Adjusted Gross Income: $200,000 or more

Number of returns 150
Number of single returns 20
Number of joint returns 110
Number of head of household returns 0
Number of returns with paid preparer's signature 110
Number of exemptions 410
Number of dependents 160
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] 30
Adjust gross income (AGI) [5] $42,664,000
Number of returns with total income 150
Salaries and wages amount $42,792,000
Number of returns with salaries and wages 140
Salaries and wages amount $30,347
Number of returns with taxable interest 90
Taxable interest amount $223
Number of returns with ordinary dividends 70
Ordinary dividends amount $443,000
Number of returns with qualified dividends 60
Qualified dividends amount [6] $363
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $123
Number of returns with business or professional net income (less loss) 20
Business or professional net income (less loss) amount $195,000
Number of returns with net capital gain (less loss) 50
Net capital gain (less loss) amount $1,046,000
Number of returns with taxable individual retirement arrangements distributions 0
Taxable individual retirement arrangements distributions amount $0
Number of returns with taxable pensions and annuities 30
Taxable pensions and annuities amount $1,595,000
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 20
Taxable Social Security benefits amount $605,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $874,000
Number of returns with total statutory adjustments 30
Total statutory adjustments amount $128,000
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 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 130
Total itemized deductions amount $5,712,000
Amount of AGI for itemized returns $39,794,000
Number of returns with State and local income taxes 130
State and local income taxes amount $2,445,000
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 100
Real estate taxes amount $1,118,000
Number of returns with taxes paid 130
Taxes paid amount $3,594,000
Number of returns with mortgage interest paid 90
Mortgage interest paid amount $889,000
Number of returns with contributions 110
Contributions amount $454,000
Number of returns with taxable income 150
Taxable income amount $35,215,000
Number of returns with income tax before credits 150
Income tax before credits amount $9,031,000
Number of returns with alternative minimum tax 80
Alternative minimum tax amount $349,000
Number of returns with total tax credits 50
Total tax credits amount $41,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $19,000
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 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 0
Self-employment tax amount $0
Number of returns with total tax payments 150
Total tax payments amount $9,541,000
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 150
Income tax amount [10] $8,990,000
Number of returns with tax liability 150
Total tax liability amount [11] $9,120,000
Number of returns with net investment income tax 50
Net investment income tax $27,000
Number of returns with tax due at time of filing 60
Tax due at time of filing amount [12] $497,000
Number of returns with overpayments refunded 80
Overpayments refunded amount [13] $457,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

[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.