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ZIP Code Database - Facts & Stats

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ZIP Code 07087 Income Tax Stats

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

ZIP Code 07087 Data

Zip Code:07087
City:Union City
State:NJ [New Jersey]
Counties: HUDSON, NJ
City Alias(es):Union City
Area Code:201 / 551 / 862
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





07087 Income Tax Overview

Total Number of Tax Returns for ZIP Code 07087 [1] 31,780
Total Number of Single Tax Returns for ZIP Code 07087 6,370
Total Number of Joint Tax Returns for ZIP Code 07087 6,570
Total Number of Dependents for ZIP Code 07087 19,930
Total Adjusted Gross Income for ZIP Code 07087 $1,242,872,000
Average Income per Person for ZIP Code 07087 $18,686
Average Income per Household for ZIP Code 07087 $39,109

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 15,530
Number of single returns 9,440
Number of joint returns 1,640
Number of head of household returns 4,270
Number of returns with paid preparer's signature 12,430
Number of exemptions 24,320
Number of dependents 8,930
Total number of volunteer prepared returns [5] 90
Number of volunteer income tax assistance (VITA) prepared returns [3] 90
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 40
Number of refund anticipation check returns [3] 2,250
Number of elderly returns [4] 2,270
Adjust gross income (AGI) [5] $203,108,000
Number of returns with total income 15,530
Salaries and wages amount $206,456,000
Number of returns with salaries and wages 12,300
Salaries and wages amount $162,646
Number of returns with taxable interest 650
Taxable interest amount $327
Number of returns with ordinary dividends 180
Ordinary dividends amount $301,000
Number of returns with qualified dividends 160
Qualified dividends amount [6] $186
Number of returns with state and local income tax refunds 180
State and local income tax refunds amount $58
Number of returns with business or professional net income (less loss) 4,020
Business or professional net income (less loss) amount $33,177,000
Number of returns with net capital gain (less loss) 180
Net capital gain (less loss) amount $286,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $914,000
Number of returns with taxable pensions and annuities 640
Taxable pensions and annuities amount $4,373,000
Number of farm returns 0
Number of returns with unemployment compensation 750
Unemployment compensation amount [7] $3,645,000
Number of returns with taxable Social Security benefits 160
Taxable Social Security benefits amount $267,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $705,000
Number of returns with total statutory adjustments 4,210
Total statutory adjustments amount $3,348,000
Number of returns with educator expenses 50
Educator expenses amount $13,000
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 $56,000
Number of returns with IRA payments 70
IRA payments amount $160,000
Number of returns with student loan interest deduction 330
Student loan interest deduction amount $286,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $148,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 780
Total itemized deductions amount $10,305,000
Amount of AGI for itemized returns $12,805,000
Number of returns with State and local income taxes 440
State and local income taxes amount $334,000
Number of returns with State and local general sales tax 280
State and local general sales tax amount $134,000
Number of returns with real estate taxes 320
Real estate taxes amount $1,971,000
Number of returns with taxes paid 760
Taxes paid amount $2,601,000
Number of returns with mortgage interest paid 240
Mortgage interest paid amount $1,431,000
Number of returns with contributions 300
Contributions amount $329,000
Number of returns with taxable income 6,410
Taxable income amount $36,966,000
Number of returns with income tax before credits 6,470
Income tax before credits amount $3,941,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,750
Total tax credits amount $594,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 180
Child and dependent care credit amount $50,000
Number of returns with nonrefundable education credit 530
Nonrefundable education credit amount $276,000
Number of returns with retirement savings contribution credit 370
Retirement savings contribution credit amount $63,000
Number of returns with child tax credit 680
Child tax credit amount $195,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 3,760
Self-employment tax amount $4,968,000
Number of returns with total tax payments 14,090
Total tax payments amount $37,715,000
Number of returns with earned income credit 6,680
Earned income credit amount [8] $17,859,000
Number of returns with excess earned income credit 5,630
Excess earned income credit (refundable) amount [9] $14,992,000
Number of returns with additional child tax credit 4,190
Additional child tax credit amount $5,178,000
Number of returns with refundable education credit 890
Refundable education credit amount $767,000
Number of returns with income tax 5,090
Income tax amount [10] $3,347,000
Number of returns with tax liability 8,490
Total tax liability amount [11] $8,698,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 2,280
Tax due at time of filing amount [12] $2,210,000
Number of returns with overpayments refunded 12,790
Overpayments refunded amount [13] $31,132,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $16,000

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

Number of returns 8,720
Number of single returns 4,150
Number of joint returns 1,890
Number of head of household returns 2,530
Number of returns with paid preparer's signature 6,890
Number of exemptions 16,870
Number of dependents 6,290
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
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] 1,350
Number of elderly returns [4] 1,120
Adjust gross income (AGI) [5] $311,438,000
Number of returns with total income 8,720
Salaries and wages amount $314,221,000
Number of returns with salaries and wages 8,310
Salaries and wages amount $288,314
Number of returns with taxable interest 640
Taxable interest amount $235
Number of returns with ordinary dividends 210
Ordinary dividends amount $289,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $228
Number of returns with state and local income tax refunds 580
State and local income tax refunds amount $233
Number of returns with business or professional net income (less loss) 1,120
Business or professional net income (less loss) amount $11,043,000
Number of returns with net capital gain (less loss) 210
Net capital gain (less loss) amount $129,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $1,058,000
Number of returns with taxable pensions and annuities 510
Taxable pensions and annuities amount $5,913,000
Number of farm returns 0
Number of returns with unemployment compensation 530
Unemployment compensation amount [7] $3,446,000
Number of returns with taxable Social Security benefits 500
Taxable Social Security benefits amount $2,906,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $1,294,000
Number of returns with total statutory adjustments 1,760
Total statutory adjustments amount $2,783,000
Number of returns with educator expenses 110
Educator expenses amount $27,000
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 $148,000
Number of returns with IRA payments 150
IRA payments amount $391,000
Number of returns with student loan interest deduction 680
Student loan interest deduction amount $699,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $94,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,580
Total itemized deductions amount $24,946,000
Amount of AGI for itemized returns $58,818,000
Number of returns with State and local income taxes 1,380
State and local income taxes amount $1,744,000
Number of returns with State and local general sales tax 180
State and local general sales tax amount $148,000
Number of returns with real estate taxes 390
Real estate taxes amount $2,359,000
Number of returns with taxes paid 1,570
Taxes paid amount $4,559,000
Number of returns with mortgage interest paid 330
Mortgage interest paid amount $2,045,000
Number of returns with contributions 890
Contributions amount $1,290,000
Number of returns with taxable income 8,420
Taxable income amount $156,700,000
Number of returns with income tax before credits 8,430
Income tax before credits amount $19,527,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 3,460
Total tax credits amount $3,234,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 650
Child and dependent care credit amount $398,000
Number of returns with nonrefundable education credit 730
Nonrefundable education credit amount $784,000
Number of returns with retirement savings contribution credit 790
Retirement savings contribution credit amount $149,000
Number of returns with child tax credit 2,170
Child tax credit amount $1,883,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $13,000
Number of returns with self-employment tax 840
Self-employment tax amount $1,936,000
Number of returns with total tax payments 8,580
Total tax payments amount $39,151,000
Number of returns with earned income credit 2,250
Earned income credit amount [8] $4,924,000
Number of returns with excess earned income credit 1,850
Excess earned income credit (refundable) amount [9] $4,002,000
Number of returns with additional child tax credit 1,780
Additional child tax credit amount $2,306,000
Number of returns with refundable education credit 580
Refundable education credit amount $511,000
Number of returns with income tax 6,740
Income tax amount [10] $16,293,000
Number of returns with tax liability 7,170
Total tax liability amount [11] $18,785,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,030
Tax due at time of filing amount [12] $1,976,000
Number of returns with overpayments refunded 7,660
Overpayments refunded amount [13] $22,153,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $49,000

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

Number of returns 3,770
Number of single returns 1,620
Number of joint returns 1,200
Number of head of household returns 860
Number of returns with paid preparer's signature 2,870
Number of exemptions 7,510
Number of dependents 2,540
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] 520
Number of elderly returns [4] 570
Adjust gross income (AGI) [5] $229,503,000
Number of returns with total income 3,770
Salaries and wages amount $231,327,000
Number of returns with salaries and wages 3,610
Salaries and wages amount $212,688
Number of returns with taxable interest 570
Taxable interest amount $281
Number of returns with ordinary dividends 280
Ordinary dividends amount $533,000
Number of returns with qualified dividends 250
Qualified dividends amount [6] $386
Number of returns with state and local income tax refunds 590
State and local income tax refunds amount $415
Number of returns with business or professional net income (less loss) 430
Business or professional net income (less loss) amount $4,094,000
Number of returns with net capital gain (less loss) 250
Net capital gain (less loss) amount $451,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $1,322,000
Number of returns with taxable pensions and annuities 340
Taxable pensions and annuities amount $5,591,000
Number of farm returns 0
Number of returns with unemployment compensation 220
Unemployment compensation amount [7] $1,677,000
Number of returns with taxable Social Security benefits 310
Taxable Social Security benefits amount $4,383,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $721,000
Number of returns with total statutory adjustments 980
Total statutory adjustments amount $1,824,000
Number of returns with educator expenses 130
Educator expenses amount $31,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $236,000
Number of returns with IRA payments 70
IRA payments amount $259,000
Number of returns with student loan interest deduction 510
Student loan interest deduction amount $579,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $57,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,220
Total itemized deductions amount $21,595,000
Amount of AGI for itemized returns $75,698,000
Number of returns with State and local income taxes 1,130
State and local income taxes amount $2,987,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $132,000
Number of returns with real estate taxes 500
Real estate taxes amount $3,090,000
Number of returns with taxes paid 1,220
Taxes paid amount $6,467,000
Number of returns with mortgage interest paid 440
Mortgage interest paid amount $2,793,000
Number of returns with contributions 840
Contributions amount $1,639,000
Number of returns with taxable income 3,760
Taxable income amount $153,726,000
Number of returns with income tax before credits 3,760
Income tax before credits amount $22,360,000
Number of returns with alternative minimum tax 20
Alternative minimum tax amount $18,000
Number of returns with total tax credits 1,340
Total tax credits amount $2,065,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $21,000
Number of returns with child and dependent care credit 230
Child and dependent care credit amount $144,000
Number of returns with nonrefundable education credit 310
Nonrefundable education credit amount $414,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $21,000
Number of returns with child tax credit 1,000
Child tax credit amount $1,405,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $36,000
Number of returns with self-employment tax 300
Self-employment tax amount $744,000
Number of returns with total tax payments 3,720
Total tax payments amount $29,604,000
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 130
Additional child tax credit amount $158,000
Number of returns with refundable education credit 230
Refundable education credit amount $216,000
Number of returns with income tax 3,630
Income tax amount [10] $20,295,000
Number of returns with tax liability 3,650
Total tax liability amount [11] $21,282,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 620
Tax due at time of filing amount [12] $1,625,000
Number of returns with overpayments refunded 3,130
Overpayments refunded amount [13] $9,756,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $158,000

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

Number of returns 1,690
Number of single returns 690
Number of joint returns 680
Number of head of household returns 280
Number of returns with paid preparer's signature 1,260
Number of exemptions 3,430
Number of dependents 1,060
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 160
Number of elderly returns [4] 280
Adjust gross income (AGI) [5] $145,311,000
Number of returns with total income 1,690
Salaries and wages amount $146,215,000
Number of returns with salaries and wages 1,600
Salaries and wages amount $130,326
Number of returns with taxable interest 460
Taxable interest amount $301
Number of returns with ordinary dividends 240
Ordinary dividends amount $559,000
Number of returns with qualified dividends 220
Qualified dividends amount [6] $456
Number of returns with state and local income tax refunds 410
State and local income tax refunds amount $365
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $2,667,000
Number of returns with net capital gain (less loss) 220
Net capital gain (less loss) amount $658,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $1,226,000
Number of returns with taxable pensions and annuities 220
Taxable pensions and annuities amount $5,692,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $501,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $3,664,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $939,000
Number of returns with total statutory adjustments 400
Total statutory adjustments amount $904,000
Number of returns with educator expenses 80
Educator expenses amount $22,000
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 20
IRA payments amount $134,000
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $118,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $59,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 790
Total itemized deductions amount $15,260,000
Amount of AGI for itemized returns $68,195,000
Number of returns with State and local income taxes 760
State and local income taxes amount $3,339,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $38,000
Number of returns with real estate taxes 440
Real estate taxes amount $2,981,000
Number of returns with taxes paid 790
Taxes paid amount $6,553,000
Number of returns with mortgage interest paid 390
Mortgage interest paid amount $2,683,000
Number of returns with contributions 590
Contributions amount $1,343,000
Number of returns with taxable income 1,690
Taxable income amount $107,003,000
Number of returns with income tax before credits 1,690
Income tax before credits amount $17,395,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 580
Total tax credits amount $870,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $81,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $161,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 430
Child tax credit amount $600,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 170
Self-employment tax amount $547,000
Number of returns with total tax payments 1,680
Total tax payments amount $21,060,000
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 $78,000
Number of returns with income tax 1,690
Income tax amount [10] $16,525,000
Number of returns with tax liability 1,690
Total tax liability amount [11] $17,257,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 360
Tax due at time of filing amount [12] $1,192,000
Number of returns with overpayments refunded 1,320
Overpayments refunded amount [13] $4,858,000
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 1,680
Number of single returns 640
Number of joint returns 870
Number of head of household returns 150
Number of returns with paid preparer's signature 1,180
Number of exemptions 3,460
Number of dependents 910
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] 140
Number of elderly returns [4] 270
Adjust gross income (AGI) [5] $224,596,000
Number of returns with total income 1,680
Salaries and wages amount $226,424,000
Number of returns with salaries and wages 1,610
Salaries and wages amount $198,189
Number of returns with taxable interest 690
Taxable interest amount $744
Number of returns with ordinary dividends 460
Ordinary dividends amount $1,323,000
Number of returns with qualified dividends 440
Qualified dividends amount [6] $1,004
Number of returns with state and local income tax refunds 700
State and local income tax refunds amount $877
Number of returns with business or professional net income (less loss) 290
Business or professional net income (less loss) amount $4,062,000
Number of returns with net capital gain (less loss) 440
Net capital gain (less loss) amount $2,655,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $1,494,000
Number of returns with taxable pensions and annuities 260
Taxable pensions and annuities amount $8,073,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $576,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $3,679,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $3,799,000
Number of returns with total statutory adjustments 480
Total statutory adjustments amount $1,828,000
Number of returns with educator expenses 70
Educator expenses amount $20,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $842,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $269,000
Number of returns with IRA payments 40
IRA payments amount $260,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $154,000
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 1,240
Total itemized deductions amount $29,717,000
Amount of AGI for itemized returns $168,731,000
Number of returns with State and local income taxes 1,210
State and local income taxes amount $9,734,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $31,000
Number of returns with real estate taxes 840
Real estate taxes amount $5,954,000
Number of returns with taxes paid 1,240
Taxes paid amount $16,218,000
Number of returns with mortgage interest paid 770
Mortgage interest paid amount $6,139,000
Number of returns with contributions 910
Contributions amount $2,497,000
Number of returns with taxable income 1,680
Taxable income amount $176,069,000
Number of returns with income tax before credits 1,680
Income tax before credits amount $33,335,000
Number of returns with alternative minimum tax 90
Alternative minimum tax amount $176,000
Number of returns with total tax credits 480
Total tax credits amount $618,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $47,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $92,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $111,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 230
Child tax credit amount $287,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 190
Self-employment tax amount $759,000
Number of returns with total tax payments 1,670
Total tax payments amount $37,651,000
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 60
Refundable education credit amount $63,000
Number of returns with income tax 1,670
Income tax amount [10] $32,716,000
Number of returns with tax liability 1,680
Total tax liability amount [11] $33,664,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 440
Tax due at time of filing amount [12] $2,111,000
Number of returns with overpayments refunded 1,210
Overpayments refunded amount [13] $5,802,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $263,000

Adjusted Gross Income: $200,000 or more

Number of returns 390
Number of single returns 90
Number of joint returns 290
Number of head of household returns 0
Number of returns with paid preparer's signature 290
Number of exemptions 880
Number of dependents 200
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] 60
Adjust gross income (AGI) [5] $128,916,000
Number of returns with total income 390
Salaries and wages amount $130,418,000
Number of returns with salaries and wages 370
Salaries and wages amount $97,747
Number of returns with taxable interest 240
Taxable interest amount $619
Number of returns with ordinary dividends 200
Ordinary dividends amount $1,324,000
Number of returns with qualified dividends 200
Qualified dividends amount [6] $595
Number of returns with state and local income tax refunds 190
State and local income tax refunds amount $600
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $3,834,000
Number of returns with net capital gain (less loss) 210
Net capital gain (less loss) amount $13,366,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $806,000
Number of returns with taxable pensions and annuities 50
Taxable pensions and annuities amount $2,130,000
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 30
Taxable Social Security benefits amount $729,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $8,736,000
Number of returns with total statutory adjustments 110
Total statutory adjustments amount $1,502,000
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 30
Self-employment health insurance deduction amount $266,000
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 370
Total itemized deductions amount $16,666,000
Amount of AGI for itemized returns $120,685,000
Number of returns with State and local income taxes 360
State and local income taxes amount $8,245,000
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 290
Real estate taxes amount $2,632,000
Number of returns with taxes paid 370
Taxes paid amount $10,993,000
Number of returns with mortgage interest paid 280
Mortgage interest paid amount $2,771,000
Number of returns with contributions 300
Contributions amount $1,359,000
Number of returns with taxable income 390
Taxable income amount $109,173,000
Number of returns with income tax before credits 390
Income tax before credits amount $28,146,000
Number of returns with alternative minimum tax 260
Alternative minimum tax amount $1,338,000
Number of returns with total tax credits 130
Total tax credits amount $443,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $229,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $21,000
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 70
Self-employment tax amount $478,000
Number of returns with total tax payments 390
Total tax payments amount $27,577,000
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 390
Income tax amount [10] $27,703,000
Number of returns with tax liability 390
Total tax liability amount [11] $28,859,000
Number of returns with net investment income tax 190
Net investment income tax $330,000
Number of returns with tax due at time of filing 190
Tax due at time of filing amount [12] $3,285,000
Number of returns with overpayments refunded 180
Overpayments refunded amount [13] $1,608,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $370,000

[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.