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ZIP Code Database - Facts & Stats

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ZIP Code 07023 Income Tax Stats

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

ZIP Code 07023 Data

Zip Code:07023
City:Fanwood
State:NJ [New Jersey]
Counties: UNION, NJ
City Alias(es):Fanwood
Area Code:908
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





07023 Income Tax Overview

Total Number of Tax Returns for ZIP Code 07023 [1] 3,620
Total Number of Single Tax Returns for ZIP Code 07023 1,250
Total Number of Joint Tax Returns for ZIP Code 07023 1,840
Total Number of Dependents for ZIP Code 07023 2,580
Total Adjusted Gross Income for ZIP Code 07023 $463,613,000
Average Income per Person for ZIP Code 07023 $63,352
Average Income per Household for ZIP Code 07023 $128,070

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 780
Number of single returns 700
Number of joint returns 60
Number of head of household returns 20
Number of returns with paid preparer's signature 430
Number of exemptions 500
Number of dependents 80
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 40
Number of elderly returns [4] 150
Adjust gross income (AGI) [5] $7,145,000
Number of returns with total income 780
Salaries and wages amount $7,315,000
Number of returns with salaries and wages 590
Salaries and wages amount $4,991
Number of returns with taxable interest 190
Taxable interest amount $180
Number of returns with ordinary dividends 190
Ordinary dividends amount $281,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $197
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) 70
Business or professional net income (less loss) amount $427,000
Number of returns with net capital gain (less loss) 160
Net capital gain (less loss) amount $353,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $320,000
Number of returns with taxable pensions and annuities 80
Taxable pensions and annuities amount $710,000
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 $66,000
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 110
Total statutory adjustments amount $170,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 30
Student loan interest deduction amount $40,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 90
Total itemized deductions amount $1,789,000
Amount of AGI for itemized returns $1,275,000
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 60
State and local general sales tax amount $33,000
Number of returns with real estate taxes 80
Real estate taxes amount $854,000
Number of returns with taxes paid 90
Taxes paid amount $903,000
Number of returns with mortgage interest paid 30
Mortgage interest paid amount $176,000
Number of returns with contributions 70
Contributions amount $73,000
Number of returns with taxable income 340
Taxable income amount $1,894,000
Number of returns with income tax before credits 310
Income tax before credits amount $191,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 60
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 30
Nonrefundable education credit amount $20,000
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 60
Self-employment tax amount $66,000
Number of returns with total tax payments 640
Total tax payments amount $754,000
Number of returns with earned income credit 90
Earned income credit amount [8] $157,000
Number of returns with excess earned income credit 80
Excess earned income credit (refundable) amount [9] $133,000
Number of returns with additional child tax credit 30
Additional child tax credit amount $36,000
Number of returns with refundable education credit 30
Refundable education credit amount $28,000
Number of returns with income tax 280
Income tax amount [10] $165,000
Number of returns with tax liability 330
Total tax liability amount [11] $243,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 90
Tax due at time of filing amount [12] $54,000
Number of returns with overpayments refunded 590
Overpayments refunded amount [13] $559,000
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 370
Number of single returns 250
Number of joint returns 70
Number of head of household returns 40
Number of returns with paid preparer's signature 210
Number of exemptions 540
Number of dependents 110
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] 110
Adjust gross income (AGI) [5] $13,678,000
Number of returns with total income 370
Salaries and wages amount $13,965,000
Number of returns with salaries and wages 280
Salaries and wages amount $9,476
Number of returns with taxable interest 140
Taxable interest amount $138
Number of returns with ordinary dividends 110
Ordinary dividends amount $386,000
Number of returns with qualified dividends 100
Qualified dividends amount [6] $281
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $18
Number of returns with business or professional net income (less loss) 50
Business or professional net income (less loss) amount $449,000
Number of returns with net capital gain (less loss) 90
Net capital gain (less loss) amount $200,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $769,000
Number of returns with taxable pensions and annuities 80
Taxable pensions and annuities amount $1,466,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $369,000
Number of returns with taxable Social Security benefits 90
Taxable Social Security benefits amount $771,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $197,000
Number of returns with total statutory adjustments 120
Total statutory adjustments amount $287,000
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 $161,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $92,000
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 130
Total itemized deductions amount $2,897,000
Amount of AGI for itemized returns $4,945,000
Number of returns with State and local income taxes 70
State and local income taxes amount $111,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $52,000
Number of returns with real estate taxes 110
Real estate taxes amount $1,212,000
Number of returns with taxes paid 130
Taxes paid amount $1,401,000
Number of returns with mortgage interest paid 50
Mortgage interest paid amount $319,000
Number of returns with contributions 100
Contributions amount $205,000
Number of returns with taxable income 340
Taxable income amount $7,211,000
Number of returns with income tax before credits 330
Income tax before credits amount $892,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 100
Total tax credits amount $69,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $14,000
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $29,000
Number of returns with retirement savings contribution credit 50
Retirement savings contribution credit amount $9,000
Number of returns with child tax credit 30
Child tax credit amount $29,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 40
Self-employment tax amount $141,000
Number of returns with total tax payments 350
Total tax payments amount $1,479,000
Number of returns with earned income credit 30
Earned income credit amount [8] $66,000
Number of returns with excess earned income credit 30
Excess earned income credit (refundable) amount [9] $50,000
Number of returns with additional child tax credit 40
Additional child tax credit amount $66,000
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 310
Income tax amount [10] $823,000
Number of returns with tax liability 330
Total tax liability amount [11] $979,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 70
Tax due at time of filing amount [12] $138,000
Number of returns with overpayments refunded 290
Overpayments refunded amount [13] $617,000
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 370
Number of single returns 210
Number of joint returns 80
Number of head of household returns 60
Number of returns with paid preparer's signature 230
Number of exemptions 590
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] 40
Number of elderly returns [4] 140
Adjust gross income (AGI) [5] $22,802,000
Number of returns with total income 370
Salaries and wages amount $23,079,000
Number of returns with salaries and wages 270
Salaries and wages amount $14,813
Number of returns with taxable interest 190
Taxable interest amount $213
Number of returns with ordinary dividends 160
Ordinary dividends amount $766,000
Number of returns with qualified dividends 150
Qualified dividends amount [6] $596
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $67
Number of returns with business or professional net income (less loss) 40
Business or professional net income (less loss) amount $513,000
Number of returns with net capital gain (less loss) 130
Net capital gain (less loss) amount $502,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $1,205,000
Number of returns with taxable pensions and annuities 100
Taxable pensions and annuities amount $2,526,000
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 120
Taxable Social Security benefits amount $2,019,000
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 110
Total statutory adjustments amount $277,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
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 30
IRA payments amount $138,000
Number of returns with student loan interest deduction 50
Student loan interest deduction amount $58,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $87,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 230
Total itemized deductions amount $5,124,000
Amount of AGI for itemized returns $14,322,000
Number of returns with State and local income taxes 150
State and local income taxes amount $342,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $77,000
Number of returns with real estate taxes 190
Real estate taxes amount $2,146,000
Number of returns with taxes paid 230
Taxes paid amount $2,601,000
Number of returns with mortgage interest paid 120
Mortgage interest paid amount $763,000
Number of returns with contributions 190
Contributions amount $381,000
Number of returns with taxable income 360
Taxable income amount $14,328,000
Number of returns with income tax before credits 360
Income tax before credits amount $1,995,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 120
Total tax credits amount $114,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 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 50
Child tax credit amount $56,000
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 $105,000
Number of returns with total tax payments 360
Total tax payments amount $2,674,000
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 20
Refundable education credit amount $22,000
Number of returns with income tax 340
Income tax amount [10] $1,881,000
Number of returns with tax liability 340
Total tax liability amount [11] $1,993,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 70
Tax due at time of filing amount [12] $170,000
Number of returns with overpayments refunded 290
Overpayments refunded amount [13] $824,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $74,000

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

Number of returns 350
Number of single returns 140
Number of joint returns 140
Number of head of household returns 50
Number of returns with paid preparer's signature 240
Number of exemptions 660
Number of dependents 170
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] 140
Adjust gross income (AGI) [5] $30,125,000
Number of returns with total income 350
Salaries and wages amount $30,502,000
Number of returns with salaries and wages 260
Salaries and wages amount $19,893
Number of returns with taxable interest 190
Taxable interest amount $336
Number of returns with ordinary dividends 170
Ordinary dividends amount $888,000
Number of returns with qualified dividends 160
Qualified dividends amount [6] $698
Number of returns with state and local income tax refunds 160
State and local income tax refunds amount $162
Number of returns with business or professional net income (less loss) 50
Business or professional net income (less loss) amount $570,000
Number of returns with net capital gain (less loss) 130
Net capital gain (less loss) amount $651,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $1,387,000
Number of returns with taxable pensions and annuities 120
Taxable pensions and annuities amount $3,527,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $154,000
Number of returns with taxable Social Security benefits 110
Taxable Social Security benefits amount $2,432,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $84,000
Number of returns with total statutory adjustments 100
Total statutory adjustments amount $377,000
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 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 20
Student loan interest deduction amount $27,000
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 260
Total itemized deductions amount $6,620,000
Amount of AGI for itemized returns $22,681,000
Number of returns with State and local income taxes 210
State and local income taxes amount $714,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $47,000
Number of returns with real estate taxes 240
Real estate taxes amount $2,842,000
Number of returns with taxes paid 260
Taxes paid amount $3,657,000
Number of returns with mortgage interest paid 180
Mortgage interest paid amount $1,319,000
Number of returns with contributions 220
Contributions amount $551,000
Number of returns with taxable income 340
Taxable income amount $20,167,000
Number of returns with income tax before credits 340
Income tax before credits amount $3,139,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 130
Total tax credits amount $155,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $10,000
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $47,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 70
Child tax credit amount $85,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 40
Self-employment tax amount $121,000
Number of returns with total tax payments 340
Total tax payments amount $3,700,000
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 30
Refundable education credit amount $25,000
Number of returns with income tax 340
Income tax amount [10] $2,984,000
Number of returns with tax liability 340
Total tax liability amount [11] $3,119,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 100
Tax due at time of filing amount [12] $269,000
Number of returns with overpayments refunded 240
Overpayments refunded amount [13] $815,000
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 1,080
Number of single returns 140
Number of joint returns 870
Number of head of household returns 50
Number of returns with paid preparer's signature 690
Number of exemptions 3,080
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] 60
Number of elderly returns [4] 320
Adjust gross income (AGI) [5] $156,747,000
Number of returns with total income 1,080
Salaries and wages amount $158,379,000
Number of returns with salaries and wages 980
Salaries and wages amount $123,272
Number of returns with taxable interest 610
Taxable interest amount $633
Number of returns with ordinary dividends 560
Ordinary dividends amount $2,740,000
Number of returns with qualified dividends 540
Qualified dividends amount [6] $2,068
Number of returns with state and local income tax refunds 610
State and local income tax refunds amount $862
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $4,487,000
Number of returns with net capital gain (less loss) 440
Net capital gain (less loss) amount $2,506,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $5,554,000
Number of returns with taxable pensions and annuities 260
Taxable pensions and annuities amount $9,918,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $359,000
Number of returns with taxable Social Security benefits 210
Taxable Social Security benefits amount $5,361,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,799,000
Number of returns with total statutory adjustments 410
Total statutory adjustments amount $1,632,000
Number of returns with educator expenses 120
Educator expenses amount $33,000
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 $247,000
Number of returns with IRA payments 50
IRA payments amount $235,000
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $103,000
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 1,020
Total itemized deductions amount $31,852,000
Amount of AGI for itemized returns $148,894,000
Number of returns with State and local income taxes 980
State and local income taxes amount $6,744,000
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 960
Real estate taxes amount $12,033,000
Number of returns with taxes paid 1,020
Taxes paid amount $19,045,000
Number of returns with mortgage interest paid 800
Mortgage interest paid amount $7,830,000
Number of returns with contributions 910
Contributions amount $2,435,000
Number of returns with taxable income 1,080
Taxable income amount $111,751,000
Number of returns with income tax before credits 1,080
Income tax before credits amount $19,503,000
Number of returns with alternative minimum tax 80
Alternative minimum tax amount $171,000
Number of returns with total tax credits 510
Total tax credits amount $517,000
Number of returns with foreign tax credit 170
Foreign tax credit amount $19,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $94,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $131,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 190
Child tax credit amount $230,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $13,000
Number of returns with self-employment tax 180
Self-employment tax amount $758,000
Number of returns with total tax payments 1,080
Total tax payments amount $23,033,000
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 90
Refundable education credit amount $84,000
Number of returns with income tax 1,080
Income tax amount [10] $18,987,000
Number of returns with tax liability 1,080
Total tax liability amount [11] $19,854,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 270
Tax due at time of filing amount [12] $1,174,000
Number of returns with overpayments refunded 770
Overpayments refunded amount [13] $4,164,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $192,000

Adjusted Gross Income: $200,000 or more

Number of returns 670
Number of single returns 30
Number of joint returns 620
Number of head of household returns 20
Number of returns with paid preparer's signature 440
Number of exemptions 2,250
Number of dependents 960
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] 110
Adjust gross income (AGI) [5] $233,116,000
Number of returns with total income 670
Salaries and wages amount $235,196,000
Number of returns with salaries and wages 640
Salaries and wages amount $174,996
Number of returns with taxable interest 480
Taxable interest amount $960
Number of returns with ordinary dividends 460
Ordinary dividends amount $5,275,000
Number of returns with qualified dividends 440
Qualified dividends amount [6] $3,741
Number of returns with state and local income tax refunds 330
State and local income tax refunds amount $959
Number of returns with business or professional net income (less loss) 150
Business or professional net income (less loss) amount $6,479,000
Number of returns with net capital gain (less loss) 410
Net capital gain (less loss) amount $14,113,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $2,927,000
Number of returns with taxable pensions and annuities 100
Taxable pensions and annuities amount $4,575,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $209,000
Number of returns with taxable Social Security benefits 60
Taxable Social Security benefits amount $1,855,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $8,849,000
Number of returns with total statutory adjustments 210
Total statutory adjustments amount $2,080,000
Number of returns with educator expenses 60
Educator expenses amount $17,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $1,147,000
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $318,000
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 660
Total itemized deductions amount $32,959,000
Amount of AGI for itemized returns $231,423,000
Number of returns with State and local income taxes 660
State and local income taxes amount $14,066,000
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 640
Real estate taxes amount $9,355,000
Number of returns with taxes paid 660
Taxes paid amount $23,522,000
Number of returns with mortgage interest paid 560
Mortgage interest paid amount $6,403,000
Number of returns with contributions 600
Contributions amount $3,538,000
Number of returns with taxable income 670
Taxable income amount $192,950,000
Number of returns with income tax before credits 670
Income tax before credits amount $45,869,000
Number of returns with alternative minimum tax 530
Alternative minimum tax amount $3,209,000
Number of returns with total tax credits 320
Total tax credits amount $291,000
Number of returns with foreign tax credit 200
Foreign tax credit amount $65,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $87,000
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 130
Self-employment tax amount $908,000
Number of returns with total tax payments 670
Total tax payments amount $46,642,000
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 670
Income tax amount [10] $45,578,000
Number of returns with tax liability 670
Total tax liability amount [11] $47,628,000
Number of returns with net investment income tax 320
Net investment income tax $587,000
Number of returns with tax due at time of filing 330
Tax due at time of filing amount [12] $4,639,000
Number of returns with overpayments refunded 300
Overpayments refunded amount [13] $2,215,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $1,404,000

[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.