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ZIP Code Database - Facts & Stats

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ZIP Code 07401 Income Tax Stats

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

ZIP Code 07401 Data

Zip Code:07401
City:Allendale
State:NJ [New Jersey]
Counties: BERGEN, NJ
City Alias(es):Allendale
Area Code:201 / 551
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





07401 Income Tax Overview

Total Number of Tax Returns for ZIP Code 07401 [1] 3,210
Total Number of Single Tax Returns for ZIP Code 07401 860
Total Number of Joint Tax Returns for ZIP Code 07401 1,650
Total Number of Dependents for ZIP Code 07401 2,270
Total Adjusted Gross Income for ZIP Code 07401 $685,127,000
Average Income per Person for ZIP Code 07401 $105,502
Average Income per Household for ZIP Code 07401 $213,435

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 750
Number of single returns 680
Number of joint returns 40
Number of head of household returns 30
Number of returns with paid preparer's signature 490
Number of exemptions 430
Number of dependents 50
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 40
Number of elderly returns [4] 110
Adjust gross income (AGI) [5] $6,799,000
Number of returns with total income 750
Salaries and wages amount $7,059,000
Number of returns with salaries and wages 540
Salaries and wages amount $5,062
Number of returns with taxable interest 210
Taxable interest amount $170
Number of returns with ordinary dividends 260
Ordinary dividends amount $453,000
Number of returns with qualified dividends 260
Qualified dividends amount [6] $338
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) 90
Business or professional net income (less loss) amount $728,000
Number of returns with net capital gain (less loss) 210
Net capital gain (less loss) amount $409,000
Number of returns with taxable individual retirement arrangements distributions 30
Taxable individual retirement arrangements distributions amount $175,000
Number of returns with taxable pensions and annuities 60
Taxable pensions and annuities amount $454,000
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 $75,000
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 130
Total statutory adjustments amount $260,000
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 $204,000
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 $50,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 80
Total itemized deductions amount $1,873,000
Amount of AGI for itemized returns $1,062,000
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 50
State and local general sales tax amount $27,000
Number of returns with real estate taxes 50
Real estate taxes amount $598,000
Number of returns with taxes paid 80
Taxes paid amount $645,000
Number of returns with mortgage interest paid 20
Mortgage interest paid amount $153,000
Number of returns with contributions 60
Contributions amount $108,000
Number of returns with taxable income 360
Taxable income amount $2,066,000
Number of returns with income tax before credits 320
Income tax before credits amount $217,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 80
Total tax credits amount $34,000
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 30
Nonrefundable education credit amount $26,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 20
Child tax credit amount $16,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 90
Self-employment tax amount $108,000
Number of returns with total tax payments 580
Total tax payments amount $710,000
Number of returns with earned income credit 90
Earned income credit amount [8] $107,000
Number of returns with excess earned income credit 50
Excess earned income credit (refundable) amount [9] $76,000
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 $40,000
Number of returns with income tax 280
Income tax amount [10] $183,000
Number of returns with tax liability 340
Total tax liability amount [11] $300,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 120
Tax due at time of filing amount [12] $123,000
Number of returns with overpayments refunded 510
Overpayments refunded amount [13] $466,000
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 300
Number of single returns 220
Number of joint returns 60
Number of head of household returns 20
Number of returns with paid preparer's signature 190
Number of exemptions 410
Number of dependents 60
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] 90
Adjust gross income (AGI) [5] $11,185,000
Number of returns with total income 300
Salaries and wages amount $11,618,000
Number of returns with salaries and wages 220
Salaries and wages amount $6,943
Number of returns with taxable interest 140
Taxable interest amount $176
Number of returns with ordinary dividends 130
Ordinary dividends amount $544,000
Number of returns with qualified dividends 130
Qualified dividends amount [6] $370
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $32
Number of returns with business or professional net income (less loss) 60
Business or professional net income (less loss) amount $1,057,000
Number of returns with net capital gain (less loss) 110
Net capital gain (less loss) amount $527,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $561,000
Number of returns with taxable pensions and annuities 50
Taxable pensions and annuities amount $839,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $241,000
Number of returns with taxable Social Security benefits 70
Taxable Social Security benefits amount $566,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $284,000
Number of returns with total statutory adjustments 110
Total statutory adjustments amount $433,000
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 $58,000
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 110
Total itemized deductions amount $2,390,000
Amount of AGI for itemized returns $3,934,000
Number of returns with State and local income taxes 60
State and local income taxes amount $120,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $48,000
Number of returns with real estate taxes 80
Real estate taxes amount $1,026,000
Number of returns with taxes paid 110
Taxes paid amount $1,168,000
Number of returns with mortgage interest paid 40
Mortgage interest paid amount $338,000
Number of returns with contributions 90
Contributions amount $148,000
Number of returns with taxable income 270
Taxable income amount $6,075,000
Number of returns with income tax before credits 270
Income tax before credits amount $750,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 80
Total tax credits amount $62,000
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 30
Nonrefundable education credit amount $32,000
Number of returns with retirement savings contribution credit 40
Retirement savings contribution credit amount $8,000
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 50
Self-employment tax amount $195,000
Number of returns with total tax payments 280
Total tax payments amount $1,161,000
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 50
Additional child tax credit amount $62,000
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 250
Income tax amount [10] $688,000
Number of returns with tax liability 270
Total tax liability amount [11] $893,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 80
Tax due at time of filing amount [12] $197,000
Number of returns with overpayments refunded 200
Overpayments refunded amount [13] $409,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $66,000

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

Number of returns 300
Number of single returns 170
Number of joint returns 100
Number of head of household returns 20
Number of returns with paid preparer's signature 190
Number of exemptions 500
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] 20
Number of elderly returns [4] 120
Adjust gross income (AGI) [5] $18,886,000
Number of returns with total income 300
Salaries and wages amount $19,470,000
Number of returns with salaries and wages 220
Salaries and wages amount $11,889
Number of returns with taxable interest 150
Taxable interest amount $230
Number of returns with ordinary dividends 120
Ordinary dividends amount $691,000
Number of returns with qualified dividends 120
Qualified dividends amount [6] $508
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $74
Number of returns with business or professional net income (less loss) 50
Business or professional net income (less loss) amount $1,346,000
Number of returns with net capital gain (less loss) 110
Net capital gain (less loss) amount $238,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $910,000
Number of returns with taxable pensions and annuities 80
Taxable pensions and annuities amount $1,661,000
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 90
Taxable Social Security benefits amount $1,648,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $288,000
Number of returns with total statutory adjustments 110
Total statutory adjustments amount $584,000
Number of returns with educator expenses 40
Educator expenses amount $11,000
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 $296,000
Number of returns with IRA payments 40
IRA payments amount $265,000
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $75,000
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 160
Total itemized deductions amount $4,096,000
Amount of AGI for itemized returns $10,333,000
Number of returns with State and local income taxes 100
State and local income taxes amount $297,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $47,000
Number of returns with real estate taxes 140
Real estate taxes amount $1,735,000
Number of returns with taxes paid 160
Taxes paid amount $2,092,000
Number of returns with mortgage interest paid 80
Mortgage interest paid amount $656,000
Number of returns with contributions 130
Contributions amount $297,000
Number of returns with taxable income 290
Taxable income amount $11,714,000
Number of returns with income tax before credits 290
Income tax before credits amount $1,668,000
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 $99,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $75,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 30
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 50
Self-employment tax amount $231,000
Number of returns with total tax payments 290
Total tax payments amount $2,253,000
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 $43,000
Number of returns with income tax 280
Income tax amount [10] $1,569,000
Number of returns with tax liability 280
Total tax liability amount [11] $1,809,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 80
Tax due at time of filing amount [12] $223,000
Number of returns with overpayments refunded 200
Overpayments refunded amount [13] $613,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $48,000

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

Number of returns 240
Number of single returns 90
Number of joint returns 110
Number of head of household returns 30
Number of returns with paid preparer's signature 170
Number of exemptions 480
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] 30
Number of elderly returns [4] 90
Adjust gross income (AGI) [5] $20,915,000
Number of returns with total income 240
Salaries and wages amount $21,488,000
Number of returns with salaries and wages 180
Salaries and wages amount $13,140
Number of returns with taxable interest 140
Taxable interest amount $241
Number of returns with ordinary dividends 110
Ordinary dividends amount $891,000
Number of returns with qualified dividends 110
Qualified dividends amount [6] $674
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $90
Number of returns with business or professional net income (less loss) 50
Business or professional net income (less loss) amount $1,106,000
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $764,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $1,165,000
Number of returns with taxable pensions and annuities 60
Taxable pensions and annuities amount $1,969,000
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 70
Taxable Social Security benefits amount $1,616,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $1,218,000
Number of returns with total statutory adjustments 80
Total statutory adjustments amount $573,000
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 170
Total itemized deductions amount $5,354,000
Amount of AGI for itemized returns $14,987,000
Number of returns with State and local income taxes 140
State and local income taxes amount $509,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $35,000
Number of returns with real estate taxes 150
Real estate taxes amount $2,071,000
Number of returns with taxes paid 170
Taxes paid amount $2,624,000
Number of returns with mortgage interest paid 100
Mortgage interest paid amount $1,110,000
Number of returns with contributions 150
Contributions amount $366,000
Number of returns with taxable income 240
Taxable income amount $13,107,000
Number of returns with income tax before credits 230
Income tax before credits amount $2,001,000
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 $101,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $8,000
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 40
Child tax credit amount $53,000
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 $248,000
Number of returns with total tax payments 230
Total tax payments amount $2,624,000
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 220
Income tax amount [10] $1,900,000
Number of returns with tax liability 230
Total tax liability amount [11] $2,183,000
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] $266,000
Number of returns with overpayments refunded 150
Overpayments refunded amount [13] $634,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $63,000

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

Number of returns 670
Number of single returns 140
Number of joint returns 480
Number of head of household returns 70
Number of returns with paid preparer's signature 460
Number of exemptions 1,720
Number of dependents 580
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] 270
Adjust gross income (AGI) [5] $97,315,000
Number of returns with total income 670
Salaries and wages amount $99,537,000
Number of returns with salaries and wages 550
Salaries and wages amount $64,691
Number of returns with taxable interest 440
Taxable interest amount $758
Number of returns with ordinary dividends 410
Ordinary dividends amount $3,470,000
Number of returns with qualified dividends 400
Qualified dividends amount [6] $2,616
Number of returns with state and local income tax refunds 350
State and local income tax refunds amount $537
Number of returns with business or professional net income (less loss) 180
Business or professional net income (less loss) amount $5,167,000
Number of returns with net capital gain (less loss) 350
Net capital gain (less loss) amount $3,101,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $4,910,000
Number of returns with taxable pensions and annuities 190
Taxable pensions and annuities amount $7,458,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $154,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $4,956,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $2,831,000
Number of returns with total statutory adjustments 250
Total statutory adjustments amount $2,222,000
Number of returns with educator expenses 40
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $446,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $714,000
Number of returns with IRA payments 50
IRA payments amount $361,000
Number of returns with student loan interest deduction 40
Student loan interest deduction amount $42,000
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 620
Total itemized deductions amount $22,648,000
Amount of AGI for itemized returns $90,803,000
Number of returns with State and local income taxes 580
State and local income taxes amount $4,192,000
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 560
Real estate taxes amount $8,496,000
Number of returns with taxes paid 620
Taxes paid amount $12,877,000
Number of returns with mortgage interest paid 430
Mortgage interest paid amount $4,745,000
Number of returns with contributions 550
Contributions amount $2,073,000
Number of returns with taxable income 670
Taxable income amount $67,174,000
Number of returns with income tax before credits 660
Income tax before credits amount $11,814,000
Number of returns with alternative minimum tax 90
Alternative minimum tax amount $266,000
Number of returns with total tax credits 310
Total tax credits amount $314,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $29,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $47,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $91,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 80
Child tax credit amount $82,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $5,000
Number of returns with self-employment tax 140
Self-employment tax amount $942,000
Number of returns with total tax payments 660
Total tax payments amount $14,274,000
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 $56,000
Number of returns with income tax 660
Income tax amount [10] $11,500,000
Number of returns with tax liability 660
Total tax liability amount [11] $12,482,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 170
Tax due at time of filing amount [12] $1,083,000
Number of returns with overpayments refunded 420
Overpayments refunded amount [13] $2,357,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $489,000

Adjusted Gross Income: $200,000 or more

Number of returns 950
Number of single returns 70
Number of joint returns 860
Number of head of household returns 0
Number of returns with paid preparer's signature 740
Number of exemptions 3,150
Number of dependents 1,340
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 0
Number of elderly returns [4] 250
Adjust gross income (AGI) [5] $530,027,000
Number of returns with total income 950
Salaries and wages amount $542,321,000
Number of returns with salaries and wages 850
Salaries and wages amount $373,433
Number of returns with taxable interest 770
Taxable interest amount $5,138
Number of returns with ordinary dividends 740
Ordinary dividends amount $19,981,000
Number of returns with qualified dividends 720
Qualified dividends amount [6] $15,675
Number of returns with state and local income tax refunds 420
State and local income tax refunds amount $4,174
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $24,460,000
Number of returns with net capital gain (less loss) 710
Net capital gain (less loss) amount $33,186,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $8,865,000
Number of returns with taxable pensions and annuities 160
Taxable pensions and annuities amount $8,317,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $228,000
Number of returns with taxable Social Security benefits 130
Taxable Social Security benefits amount $3,875,000
Number of returns with partnership/S-corp net income (less loss) 300
Partnership/S-corp net income (less loss) amount $54,379,000
Number of returns with total statutory adjustments 360
Total statutory adjustments amount $12,294,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 100
Self-employment retirement plans amount $5,664,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $2,169,000
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 20
Domestic production activities deduction amount $210,000
Number of returns with itemized deductions 950
Total itemized deductions amount $81,563,000
Amount of AGI for itemized returns $526,851,000
Number of returns with State and local income taxes 940
State and local income taxes amount $41,517,000
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 910
Real estate taxes amount $19,779,000
Number of returns with taxes paid 950
Taxes paid amount $61,538,000
Number of returns with mortgage interest paid 750
Mortgage interest paid amount $12,636,000
Number of returns with contributions 890
Contributions amount $9,500,000
Number of returns with taxable income 950
Taxable income amount $441,460,000
Number of returns with income tax before credits 950
Income tax before credits amount $133,717,000
Number of returns with alternative minimum tax 740
Alternative minimum tax amount $6,722,000
Number of returns with total tax credits 480
Total tax credits amount $1,281,000
Number of returns with foreign tax credit 380
Foreign tax credit amount $770,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $84,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 260
Self-employment tax amount $3,774,000
Number of returns with total tax payments 950
Total tax payments amount $142,141,000
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 950
Income tax amount [10] $132,436,000
Number of returns with tax liability 950
Total tax liability amount [11] $140,376,000
Number of returns with net investment income tax 630
Net investment income tax $1,777,000
Number of returns with tax due at time of filing 430
Tax due at time of filing amount [12] $9,034,000
Number of returns with overpayments refunded 350
Overpayments refunded amount [13] $4,382,000
Number of returns with credit to next year’s estimated tax 200
Credited to next year’s estimated tax amount $6,308,000

[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.