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ZIP Code Database - Facts & Stats

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ZIP Code 07020 Income Tax Stats

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

ZIP Code 07020 Data

Zip Code:07020
City:Edgewater
State:NJ [New Jersey]
Counties: BERGEN, NJ
City Alias(es):Edgewater
Area Code:201
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





07020 Income Tax Overview

Total Number of Tax Returns for ZIP Code 07020 [1] 6,420
Total Number of Single Tax Returns for ZIP Code 07020 1,880
Total Number of Joint Tax Returns for ZIP Code 07020 2,490
Total Number of Dependents for ZIP Code 07020 2,940
Total Adjusted Gross Income for ZIP Code 07020 $935,580,000
Average Income per Person for ZIP Code 07020 $81,263
Average Income per Household for ZIP Code 07020 $145,729

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 1,230
Number of single returns 830
Number of joint returns 200
Number of head of household returns 150
Number of returns with paid preparer's signature 870
Number of exemptions 1,580
Number of dependents 340
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] 100
Number of elderly returns [4] 310
Adjust gross income (AGI) [5] $14,435,000
Number of returns with total income 1,230
Salaries and wages amount $15,120,000
Number of returns with salaries and wages 750
Salaries and wages amount $9,644
Number of returns with taxable interest 270
Taxable interest amount $317
Number of returns with ordinary dividends 170
Ordinary dividends amount $457,000
Number of returns with qualified dividends 160
Qualified dividends amount [6] $298
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $31
Number of returns with business or professional net income (less loss) 340
Business or professional net income (less loss) amount $2,733,000
Number of returns with net capital gain (less loss) 180
Net capital gain (less loss) amount $116,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $546,000
Number of returns with taxable pensions and annuities 120
Taxable pensions and annuities amount $886,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $184,000
Number of returns with taxable Social Security benefits 60
Taxable Social Security benefits amount $142,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $493,000
Number of returns with total statutory adjustments 380
Total statutory adjustments amount $685,000
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 $154,000
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 $64,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $92,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 160
Total itemized deductions amount $2,994,000
Amount of AGI for itemized returns $2,027,000
Number of returns with State and local income taxes 50
State and local income taxes amount $93,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $44,000
Number of returns with real estate taxes 110
Real estate taxes amount $873,000
Number of returns with taxes paid 150
Taxes paid amount $1,072,000
Number of returns with mortgage interest paid 70
Mortgage interest paid amount $500,000
Number of returns with contributions 100
Contributions amount $141,000
Number of returns with taxable income 500
Taxable income amount $2,903,000
Number of returns with income tax before credits 490
Income tax before credits amount $308,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 110
Total tax credits amount $34,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
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 $21,000
Number of returns with retirement savings contribution credit 30
Retirement savings contribution credit amount $5,000
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 310
Self-employment tax amount $493,000
Number of returns with total tax payments 950
Total tax payments amount $1,936,000
Number of returns with earned income credit 380
Earned income credit amount [8] $695,000
Number of returns with excess earned income credit 270
Excess earned income credit (refundable) amount [9] $530,000
Number of returns with additional child tax credit 140
Additional child tax credit amount $158,000
Number of returns with refundable education credit 60
Refundable education credit amount $57,000
Number of returns with income tax 430
Income tax amount [10] $273,000
Number of returns with tax liability 660
Total tax liability amount [11] $796,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 260
Tax due at time of filing amount [12] $333,000
Number of returns with overpayments refunded 800
Overpayments refunded amount [13] $1,418,000
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 880
Number of single returns 530
Number of joint returns 190
Number of head of household returns 130
Number of returns with paid preparer's signature 630
Number of exemptions 1,400
Number of dependents 340
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] 170
Adjust gross income (AGI) [5] $32,926,000
Number of returns with total income 880
Salaries and wages amount $33,955,000
Number of returns with salaries and wages 680
Salaries and wages amount $24,536
Number of returns with taxable interest 220
Taxable interest amount $398
Number of returns with ordinary dividends 160
Ordinary dividends amount $632,000
Number of returns with qualified dividends 150
Qualified dividends amount [6] $449
Number of returns with state and local income tax refunds 100
State and local income tax refunds amount $103
Number of returns with business or professional net income (less loss) 210
Business or professional net income (less loss) amount $3,164,000
Number of returns with net capital gain (less loss) 150
Net capital gain (less loss) amount $296,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $894,000
Number of returns with taxable pensions and annuities 110
Taxable pensions and annuities amount $1,861,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $486,000
Number of returns with taxable Social Security benefits 120
Taxable Social Security benefits amount $996,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $342,000
Number of returns with total statutory adjustments 310
Total statutory adjustments amount $1,029,000
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 40
Self-employment health insurance deduction amount $235,000
Number of returns with IRA payments 30
IRA payments amount $176,000
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $153,000
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 220
Total itemized deductions amount $4,483,000
Amount of AGI for itemized returns $8,744,000
Number of returns with State and local income taxes 150
State and local income taxes amount $367,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $45,000
Number of returns with real estate taxes 140
Real estate taxes amount $1,065,000
Number of returns with taxes paid 220
Taxes paid amount $1,495,000
Number of returns with mortgage interest paid 100
Mortgage interest paid amount $865,000
Number of returns with contributions 160
Contributions amount $331,000
Number of returns with taxable income 840
Taxable income amount $18,014,000
Number of returns with income tax before credits 830
Income tax before credits amount $2,259,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 290
Total tax credits amount $247,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $26,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $92,000
Number of returns with retirement savings contribution credit 60
Retirement savings contribution credit amount $12,000
Number of returns with child tax credit 140
Child tax credit amount $107,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 180
Self-employment tax amount $544,000
Number of returns with total tax payments 800
Total tax payments amount $3,848,000
Number of returns with earned income credit 130
Earned income credit amount [8] $273,000
Number of returns with excess earned income credit 100
Excess earned income credit (refundable) amount [9] $183,000
Number of returns with additional child tax credit 120
Additional child tax credit amount $141,000
Number of returns with refundable education credit 40
Refundable education credit amount $40,000
Number of returns with income tax 710
Income tax amount [10] $2,012,000
Number of returns with tax liability 780
Total tax liability amount [11] $2,663,000
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] $608,000
Number of returns with overpayments refunded 630
Overpayments refunded amount [13] $1,738,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $70,000

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

Number of returns 830
Number of single returns 470
Number of joint returns 220
Number of head of household returns 110
Number of returns with paid preparer's signature 560
Number of exemptions 1,370
Number of dependents 320
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] 60
Number of elderly returns [4] 180
Adjust gross income (AGI) [5] $51,348,000
Number of returns with total income 830
Salaries and wages amount $52,498,000
Number of returns with salaries and wages 710
Salaries and wages amount $40,787
Number of returns with taxable interest 260
Taxable interest amount $355
Number of returns with ordinary dividends 170
Ordinary dividends amount $681,000
Number of returns with qualified dividends 160
Qualified dividends amount [6] $418
Number of returns with state and local income tax refunds 140
State and local income tax refunds amount $162
Number of returns with business or professional net income (less loss) 180
Business or professional net income (less loss) amount $2,840,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $447,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $1,018,000
Number of returns with taxable pensions and annuities 110
Taxable pensions and annuities amount $2,667,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $279,000
Number of returns with taxable Social Security benefits 120
Taxable Social Security benefits amount $1,924,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $1,262,000
Number of returns with total statutory adjustments 310
Total statutory adjustments amount $1,150,000
Number of returns with educator expenses 40
Educator expenses amount $9,000
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 $171,000
Number of returns with IRA payments 30
IRA payments amount $189,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $189,000
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 310
Total itemized deductions amount $6,389,000
Amount of AGI for itemized returns $19,618,000
Number of returns with State and local income taxes 260
State and local income taxes amount $798,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $43,000
Number of returns with real estate taxes 190
Real estate taxes amount $1,343,000
Number of returns with taxes paid 310
Taxes paid amount $2,216,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $1,158,000
Number of returns with contributions 250
Contributions amount $731,000
Number of returns with taxable income 820
Taxable income amount $35,359,000
Number of returns with income tax before credits 820
Income tax before credits amount $5,308,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 250
Total tax credits amount $313,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $20,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $58,000
Number of returns with retirement savings contribution credit 30
Retirement savings contribution credit amount $5,000
Number of returns with child tax credit 150
Child tax credit amount $197,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $9,000
Number of returns with self-employment tax 130
Self-employment tax amount $490,000
Number of returns with total tax payments 800
Total tax payments amount $6,480,000
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 $38,000
Number of returns with income tax 800
Income tax amount [10] $4,995,000
Number of returns with tax liability 810
Total tax liability amount [11] $5,560,000
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] $841,000
Number of returns with overpayments refunded 580
Overpayments refunded amount [13] $1,669,000
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 700
Number of single returns 370
Number of joint returns 220
Number of head of household returns 80
Number of returns with paid preparer's signature 490
Number of exemptions 1,210
Number of dependents 280
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] 50
Number of elderly returns [4] 140
Adjust gross income (AGI) [5] $61,153,000
Number of returns with total income 700
Salaries and wages amount $62,214,000
Number of returns with salaries and wages 620
Salaries and wages amount $50,245
Number of returns with taxable interest 250
Taxable interest amount $347
Number of returns with ordinary dividends 190
Ordinary dividends amount $981,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $746
Number of returns with state and local income tax refunds 170
State and local income tax refunds amount $176
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $2,048,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $952,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $1,636,000
Number of returns with taxable pensions and annuities 80
Taxable pensions and annuities amount $2,722,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $305,000
Number of returns with taxable Social Security benefits 90
Taxable Social Security benefits amount $1,712,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $891,000
Number of returns with total statutory adjustments 200
Total statutory adjustments amount $1,061,000
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 20
Self-employment health insurance deduction amount $159,000
Number of returns with IRA payments 20
IRA payments amount $150,000
Number of returns with student loan interest deduction 50
Student loan interest deduction amount $50,000
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 370
Total itemized deductions amount $7,684,000
Amount of AGI for itemized returns $32,154,000
Number of returns with State and local income taxes 340
State and local income taxes amount $1,659,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $23,000
Number of returns with real estate taxes 210
Real estate taxes amount $1,619,000
Number of returns with taxes paid 370
Taxes paid amount $3,356,000
Number of returns with mortgage interest paid 160
Mortgage interest paid amount $1,380,000
Number of returns with contributions 290
Contributions amount $714,000
Number of returns with taxable income 700
Taxable income amount $45,452,000
Number of returns with income tax before credits 700
Income tax before credits amount $7,599,000
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 $254,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $19,000
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 20
Nonrefundable education credit amount $27,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 140
Child tax credit amount $178,000
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 $368,000
Number of returns with total tax payments 680
Total tax payments amount $8,846,000
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 690
Income tax amount [10] $7,345,000
Number of returns with tax liability 700
Total tax liability amount [11] $7,811,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 180
Tax due at time of filing amount [12] $774,000
Number of returns with overpayments refunded 500
Overpayments refunded amount [13] $1,728,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $70,000

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

Number of returns 1,580
Number of single returns 590
Number of joint returns 810
Number of head of household returns 130
Number of returns with paid preparer's signature 1,110
Number of exemptions 3,170
Number of dependents 790
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] 280
Adjust gross income (AGI) [5] $225,050,000
Number of returns with total income 1,580
Salaries and wages amount $228,191,000
Number of returns with salaries and wages 1,430
Salaries and wages amount $185,313
Number of returns with taxable interest 740
Taxable interest amount $883
Number of returns with ordinary dividends 590
Ordinary dividends amount $4,465,000
Number of returns with qualified dividends 550
Qualified dividends amount [6] $3,125
Number of returns with state and local income tax refunds 660
State and local income tax refunds amount $935
Number of returns with business or professional net income (less loss) 290
Business or professional net income (less loss) amount $9,112,000
Number of returns with net capital gain (less loss) 570
Net capital gain (less loss) amount $3,823,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $4,421,000
Number of returns with taxable pensions and annuities 200
Taxable pensions and annuities amount $7,260,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $349,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $4,696,000
Number of returns with partnership/S-corp net income (less loss) 200
Partnership/S-corp net income (less loss) amount $5,596,000
Number of returns with total statutory adjustments 450
Total statutory adjustments amount $3,141,000
Number of returns with educator expenses 50
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $760,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $512,000
Number of returns with IRA payments 60
IRA payments amount $386,000
Number of returns with student loan interest deduction 90
Student loan interest deduction amount $108,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $48,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,180
Total itemized deductions amount $31,263,000
Amount of AGI for itemized returns $170,990,000
Number of returns with State and local income taxes 1,140
State and local income taxes amount $10,300,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $49,000
Number of returns with real estate taxes 700
Real estate taxes amount $6,242,000
Number of returns with taxes paid 1,180
Taxes paid amount $16,909,000
Number of returns with mortgage interest paid 590
Mortgage interest paid amount $6,280,000
Number of returns with contributions 920
Contributions amount $3,088,000
Number of returns with taxable income 1,580
Taxable income amount $176,193,000
Number of returns with income tax before credits 1,580
Income tax before credits amount $34,089,000
Number of returns with alternative minimum tax 160
Alternative minimum tax amount $421,000
Number of returns with total tax credits 520
Total tax credits amount $467,000
Number of returns with foreign tax credit 260
Foreign tax credit amount $119,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $67,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $64,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 150
Child tax credit amount $134,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 230
Self-employment tax amount $1,478,000
Number of returns with total tax payments 1,560
Total tax payments amount $37,792,000
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 $34,000
Number of returns with income tax 1,570
Income tax amount [10] $33,622,000
Number of returns with tax liability 1,580
Total tax liability amount [11] $35,291,000
Number of returns with net investment income tax 20
Net investment income tax $3,000
Number of returns with tax due at time of filing 470
Tax due at time of filing amount [12] $3,241,000
Number of returns with overpayments refunded 1,030
Overpayments refunded amount [13] $5,005,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $694,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,200
Number of single returns 240
Number of joint returns 850
Number of head of household returns 70
Number of returns with paid preparer's signature 920
Number of exemptions 2,930
Number of dependents 870
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] 220
Adjust gross income (AGI) [5] $550,668,000
Number of returns with total income 1,200
Salaries and wages amount $560,768,000
Number of returns with salaries and wages 1,100
Salaries and wages amount $367,776
Number of returns with taxable interest 850
Taxable interest amount $4,004
Number of returns with ordinary dividends 680
Ordinary dividends amount $12,544,000
Number of returns with qualified dividends 660
Qualified dividends amount [6] $9,434
Number of returns with state and local income tax refunds 560
State and local income tax refunds amount $3,568
Number of returns with business or professional net income (less loss) 260
Business or professional net income (less loss) amount $26,591,000
Number of returns with net capital gain (less loss) 680
Net capital gain (less loss) amount $38,430,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $6,517,000
Number of returns with taxable pensions and annuities 140
Taxable pensions and annuities amount $5,031,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $315,000
Number of returns with taxable Social Security benefits 110
Taxable Social Security benefits amount $3,151,000
Number of returns with partnership/S-corp net income (less loss) 330
Partnership/S-corp net income (less loss) amount $86,075,000
Number of returns with total statutory adjustments 380
Total statutory adjustments amount $10,100,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 90
Self-employment retirement plans amount $3,774,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $1,225,000
Number of returns with IRA payments 30
IRA payments amount $253,000
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 1,150
Total itemized deductions amount $73,273,000
Amount of AGI for itemized returns $532,446,000
Number of returns with State and local income taxes 1,150
State and local income taxes amount $42,117,000
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 810
Real estate taxes amount $10,642,000
Number of returns with taxes paid 1,150
Taxes paid amount $52,896,000
Number of returns with mortgage interest paid 700
Mortgage interest paid amount $10,914,000
Number of returns with contributions 960
Contributions amount $6,125,000
Number of returns with taxable income 1,200
Taxable income amount $469,359,000
Number of returns with income tax before credits 1,200
Income tax before credits amount $135,146,000
Number of returns with alternative minimum tax 800
Alternative minimum tax amount $4,867,000
Number of returns with total tax credits 500
Total tax credits amount $3,598,000
Number of returns with foreign tax credit 360
Foreign tax credit amount $3,264,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $96,000
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 260
Self-employment tax amount $3,223,000
Number of returns with total tax payments 1,180
Total tax payments amount $134,791,000
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 1,200
Income tax amount [10] $131,548,000
Number of returns with tax liability 1,200
Total tax liability amount [11] $138,248,000
Number of returns with net investment income tax 660
Net investment income tax $1,581,000
Number of returns with tax due at time of filing 650
Tax due at time of filing amount [12] $15,393,000
Number of returns with overpayments refunded 450
Overpayments refunded amount [13] $4,889,000
Number of returns with credit to next year’s estimated tax 120
Credited to next year’s estimated tax amount $3,579,000

[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.