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ZIP Code Database - Facts & Stats

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ZIP Code 07021 Income Tax Stats

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

ZIP Code 07021 Data

Zip Code:07021
City:Essex Fells
State:NJ [New Jersey]
Counties: ESSEX, NJ
City Alias(es):Essex Fells
Area Code:973
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





07021 Income Tax Overview

Total Number of Tax Returns for ZIP Code 07021 [1] 1,090
Total Number of Single Tax Returns for ZIP Code 07021 200
Total Number of Joint Tax Returns for ZIP Code 07021 570
Total Number of Dependents for ZIP Code 07021 820
Total Adjusted Gross Income for ZIP Code 07021 $446,819,000
Average Income per Person for ZIP Code 07021 $213,687
Average Income per Household for ZIP Code 07021 $409,926

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 220
Number of single returns 200
Number of joint returns 30
Number of head of household returns 0
Number of returns with paid preparer's signature 170
Number of exemptions 120
Number of dependents 20
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] $1,923,000
Number of returns with total income 220
Salaries and wages amount $2,017,000
Number of returns with salaries and wages 150
Salaries and wages amount $1,200
Number of returns with taxable interest 70
Taxable interest amount $56
Number of returns with ordinary dividends 110
Ordinary dividends amount $287,000
Number of returns with qualified dividends 100
Qualified dividends amount [6] $220
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 40
Business or professional net income (less loss) amount $577,000
Number of returns with net capital gain (less loss) 90
Net capital gain (less loss) amount $160,000
Number of returns with taxable individual retirement arrangements distributions 30
Taxable individual retirement arrangements distributions amount $214,000
Number of returns with taxable pensions and annuities 30
Taxable pensions and annuities amount $251,000
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 $145,000
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 40
Total statutory adjustments amount $94,000
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 30
Total itemized deductions amount $574,000
Amount of AGI for itemized returns $311,000
Number of returns with State and local income taxes 0
State and local income taxes amount $0
Number of returns with State and local general sales tax 30
State and local general sales tax amount $18,000
Number of returns with real estate taxes 0
Real estate taxes amount $0
Number of returns with taxes paid 20
Taxes paid amount $286,000
Number of returns with mortgage interest paid 0
Mortgage interest paid amount $0
Number of returns with contributions 0
Contributions amount $0
Number of returns with taxable income 110
Taxable income amount $633,000
Number of returns with income tax before credits 90
Income tax before credits amount $80,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 30
Total tax credits amount $12,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 20
Nonrefundable education credit amount $24,000
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 50
Self-employment tax amount $98,000
Number of returns with total tax payments 160
Total tax payments amount $239,000
Number of returns with earned income credit 20
Earned income credit amount [8] $26,000
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 80
Income tax amount [10] $66,000
Number of returns with tax liability 100
Total tax liability amount [11] $107,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 30
Tax due at time of filing amount [12] $39,000
Number of returns with overpayments refunded 130
Overpayments refunded amount [13] $151,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $52,000

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

Number of returns 100
Number of single returns 70
Number of joint returns 0
Number of head of household returns 30
Number of returns with paid preparer's signature 70
Number of exemptions 120
Number of dependents 20
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] 20
Adjust gross income (AGI) [5] $3,477,000
Number of returns with total income 100
Salaries and wages amount $3,672,000
Number of returns with salaries and wages 70
Salaries and wages amount $2,019
Number of returns with taxable interest 40
Taxable interest amount $53
Number of returns with ordinary dividends 50
Ordinary dividends amount $227,000
Number of returns with qualified dividends 40
Qualified dividends amount [6] $186
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 0
Business or professional net income (less loss) amount $0
Number of returns with net capital gain (less loss) 40
Net capital gain (less loss) amount $350,000
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 0
Taxable pensions and annuities amount $0
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $205,000
Number of returns with taxable Social Security benefits 0
Taxable Social Security benefits amount $0
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount ($72,000)
Number of returns with total statutory adjustments 30
Total statutory adjustments amount $195,000
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 $157,000
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 30
Total itemized deductions amount $980,000
Amount of AGI for itemized returns $1,095,000
Number of returns with State and local income taxes 30
State and local income taxes amount $56,000
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 40
Real estate taxes amount $634,000
Number of returns with taxes paid 30
Taxes paid amount $485,000
Number of returns with mortgage interest paid 0
Mortgage interest paid amount $0
Number of returns with contributions 40
Contributions amount $87,000
Number of returns with taxable income 90
Taxable income amount $1,949,000
Number of returns with income tax before credits 80
Income tax before credits amount $242,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 30
Total tax credits amount $15,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 0
Self-employment tax amount $0
Number of returns with total tax payments 90
Total tax payments amount $402,000
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 80
Income tax amount [10] $226,000
Number of returns with tax liability 90
Total tax liability amount [11] $291,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 20
Tax due at time of filing amount [12] $52,000
Number of returns with overpayments refunded 70
Overpayments refunded amount [13] $126,000
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 80
Number of single returns 50
Number of joint returns 20
Number of head of household returns 0
Number of returns with paid preparer's signature 50
Number of exemptions 130
Number of dependents 30
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 30
Number of elderly returns [4] 20
Adjust gross income (AGI) [5] $5,066,000
Number of returns with total income 80
Salaries and wages amount $5,253,000
Number of returns with salaries and wages 70
Salaries and wages amount $3,758
Number of returns with taxable interest 30
Taxable interest amount $48
Number of returns with ordinary dividends 30
Ordinary dividends amount $131,000
Number of returns with qualified dividends 30
Qualified dividends amount [6] $107
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $40
Number of returns with business or professional net income (less loss) 30
Business or professional net income (less loss) amount $573,000
Number of returns with net capital gain (less loss) 30
Net capital gain (less loss) amount $97,000
Number of returns with taxable individual retirement arrangements distributions 30
Taxable individual retirement arrangements distributions amount $442,000
Number of returns with taxable pensions and annuities 30
Taxable pensions and annuities amount $685,000
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 40
Taxable Social Security benefits amount $805,000
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 50
Total statutory adjustments amount $187,000
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 40
Student loan interest deduction amount $34,000
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 40
Total itemized deductions amount $941,000
Amount of AGI for itemized returns $2,685,000
Number of returns with State and local income taxes 30
State and local income taxes amount $111,000
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 40
Real estate taxes amount $401,000
Number of returns with taxes paid 40
Taxes paid amount $522,000
Number of returns with mortgage interest paid 40
Mortgage interest paid amount $299,000
Number of returns with contributions 40
Contributions amount $81,000
Number of returns with taxable income 80
Taxable income amount $3,328,000
Number of returns with income tax before credits 80
Income tax before credits amount $480,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 30
Total tax credits amount $32,000
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 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 40
Child tax credit amount $43,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 30
Self-employment tax amount $108,000
Number of returns with total tax payments 80
Total tax payments amount $726,000
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 70
Income tax amount [10] $449,000
Number of returns with tax liability 80
Total tax liability amount [11] $495,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 30
Tax due at time of filing amount [12] $93,000
Number of returns with overpayments refunded 60
Overpayments refunded amount [13] $287,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 60
Number of single returns 30
Number of joint returns 20
Number of head of household returns 0
Number of returns with paid preparer's signature 50
Number of exemptions 110
Number of dependents 30
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] $4,917,000
Number of returns with total income 60
Salaries and wages amount $4,917,000
Number of returns with salaries and wages 40
Salaries and wages amount $2,773
Number of returns with taxable interest 30
Taxable interest amount $166
Number of returns with ordinary dividends 30
Ordinary dividends amount $240,000
Number of returns with qualified dividends 30
Qualified dividends amount [6] $184
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 0
Business or professional net income (less loss) amount $0
Number of returns with net capital gain (less loss) 30
Net capital gain (less loss) amount $151,000
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 0
Taxable pensions and annuities amount $0
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 0
Taxable Social Security benefits amount $0
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 0
Total statutory adjustments amount $0
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 40
Total itemized deductions amount $1,481,000
Amount of AGI for itemized returns $3,819,000
Number of returns with State and local income taxes 30
State and local income taxes amount $116,000
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 30
Real estate taxes amount $445,000
Number of returns with taxes paid 40
Taxes paid amount $580,000
Number of returns with mortgage interest paid 20
Mortgage interest paid amount $273,000
Number of returns with contributions 40
Contributions amount $95,000
Number of returns with taxable income 50
Taxable income amount $3,038,000
Number of returns with income tax before credits 50
Income tax before credits amount $486,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 20
Total tax credits amount $25,000
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 20
Nonrefundable education credit amount $35,000
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 60
Total tax payments amount $661,000
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 $37,000
Number of returns with income tax 50
Income tax amount [10] $461,000
Number of returns with tax liability 50
Total tax liability amount [11] $523,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 0
Tax due at time of filing amount [12] $0
Number of returns with overpayments refunded 40
Overpayments refunded amount [13] $171,000
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 190
Number of single returns 70
Number of joint returns 100
Number of head of household returns 30
Number of returns with paid preparer's signature 150
Number of exemptions 410
Number of dependents 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] 0
Number of elderly returns [4] 80
Adjust gross income (AGI) [5] $26,708,000
Number of returns with total income 190
Salaries and wages amount $27,416,000
Number of returns with salaries and wages 130
Salaries and wages amount $15,053
Number of returns with taxable interest 130
Taxable interest amount $516
Number of returns with ordinary dividends 120
Ordinary dividends amount $1,769,000
Number of returns with qualified dividends 110
Qualified dividends amount [6] $1,398
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $112
Number of returns with business or professional net income (less loss) 40
Business or professional net income (less loss) amount $1,951,000
Number of returns with net capital gain (less loss) 110
Net capital gain (less loss) amount $1,164,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $1,548,000
Number of returns with taxable pensions and annuities 50
Taxable pensions and annuities amount $2,325,000
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 60
Taxable Social Security benefits amount $1,574,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $1,004,000
Number of returns with total statutory adjustments 70
Total statutory adjustments amount $708,000
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 40
Self-employment health insurance deduction amount $385,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 160
Total itemized deductions amount $7,066,000
Amount of AGI for itemized returns $24,049,000
Number of returns with State and local income taxes 150
State and local income taxes amount $1,185,000
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 150
Real estate taxes amount $2,334,000
Number of returns with taxes paid 160
Taxes paid amount $3,633,000
Number of returns with mortgage interest paid 110
Mortgage interest paid amount $1,538,000
Number of returns with contributions 150
Contributions amount $615,000
Number of returns with taxable income 180
Taxable income amount $17,938,000
Number of returns with income tax before credits 180
Income tax before credits amount $3,309,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $121,000
Number of returns with total tax credits 80
Total tax credits amount $58,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 50
Self-employment tax amount $327,000
Number of returns with total tax payments 180
Total tax payments amount $4,289,000
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 180
Income tax amount [10] $3,251,000
Number of returns with tax liability 180
Total tax liability amount [11] $3,590,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 60
Tax due at time of filing amount [12] $448,000
Number of returns with overpayments refunded 100
Overpayments refunded amount [13] $696,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $262,000

Adjusted Gross Income: $200,000 or more

Number of returns 440
Number of single returns 30
Number of joint returns 400
Number of head of household returns 0
Number of returns with paid preparer's signature 390
Number of exemptions 1,420
Number of dependents 590
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] 130
Adjust gross income (AGI) [5] $404,728,000
Number of returns with total income 440
Salaries and wages amount $412,116,000
Number of returns with salaries and wages 380
Salaries and wages amount $204,394
Number of returns with taxable interest 370
Taxable interest amount $4,307
Number of returns with ordinary dividends 350
Ordinary dividends amount $13,035,000
Number of returns with qualified dividends 340
Qualified dividends amount [6] $9,067
Number of returns with state and local income tax refunds 190
State and local income tax refunds amount $2,221
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $14,375,000
Number of returns with net capital gain (less loss) 350
Net capital gain (less loss) amount $61,659,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $6,201,000
Number of returns with taxable pensions and annuities 90
Taxable pensions and annuities amount $5,020,000
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 80
Taxable Social Security benefits amount $2,843,000
Number of returns with partnership/S-corp net income (less loss) 200
Partnership/S-corp net income (less loss) amount $68,467,000
Number of returns with total statutory adjustments 200
Total statutory adjustments amount $7,388,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 70
Self-employment retirement plans amount $2,761,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $1,419,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 440
Total itemized deductions amount $65,549,000
Amount of AGI for itemized returns $399,752,000
Number of returns with State and local income taxes 430
State and local income taxes amount $34,786,000
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 420
Real estate taxes amount $13,065,000
Number of returns with taxes paid 440
Taxes paid amount $48,241,000
Number of returns with mortgage interest paid 350
Mortgage interest paid amount $6,980,000
Number of returns with contributions 420
Contributions amount $6,595,000
Number of returns with taxable income 440
Taxable income amount $337,029,000
Number of returns with income tax before credits 440
Income tax before credits amount $106,317,000
Number of returns with alternative minimum tax 290
Alternative minimum tax amount $3,297,000
Number of returns with total tax credits 250
Total tax credits amount $1,069,000
Number of returns with foreign tax credit 210
Foreign tax credit amount $626,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $32,000
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 160
Self-employment tax amount $2,960,000
Number of returns with total tax payments 440
Total tax payments amount $120,142,000
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 440
Income tax amount [10] $105,247,000
Number of returns with tax liability 440
Total tax liability amount [11] $112,269,000
Number of returns with net investment income tax 320
Net investment income tax $2,239,000
Number of returns with tax due at time of filing 220
Tax due at time of filing amount [12] $8,826,000
Number of returns with overpayments refunded 130
Overpayments refunded amount [13] $2,921,000
Number of returns with credit to next year’s estimated tax 100
Credited to next year’s estimated tax amount $13,667,000

[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.