Zip Code Database List
1-800-425-1169
Account Login
Find ZIP+4 of Address

Find the ZIP Code, County, and +4 of any U.S. Address

FREE ZIP Code Finder

Find info on any U.S. ZIP Code

Other FREE Lookups

Lookup ZIP Code of any City, State, County or Area Code

FREE Radius Search

Find all ZIP Codes

FREE Distance Calc

Calculate the distance between two U.S. or Canadian ZIP codes.






ZIP Code Database - Facts & Stats

Share |

ZIP Code 07702 Income Tax Stats

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

ZIP Code 07702 Data

Zip Code:07702
City:Shrewsbury
State:NJ [New Jersey]
Counties: MONMOUTH, NJ
City Alias(es):Shrewsbury
Area Code:732
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





07702 Income Tax Overview

Total Number of Tax Returns for ZIP Code 07702 [1] 2,090
Total Number of Single Tax Returns for ZIP Code 07702 660
Total Number of Joint Tax Returns for ZIP Code 07702 1,030
Total Number of Dependents for ZIP Code 07702 1,330
Total Adjusted Gross Income for ZIP Code 07702 $317,596,000
Average Income per Person for ZIP Code 07702 $83,380
Average Income per Household for ZIP Code 07702 $151,960

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 500
Number of single returns 450
Number of joint returns 40
Number of head of household returns 30
Number of returns with paid preparer's signature 310
Number of exemptions 300
Number of dependents 30
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 30
Number of elderly returns [4] 100
Adjust gross income (AGI) [5] $4,525,000
Number of returns with total income 500
Salaries and wages amount $4,629,000
Number of returns with salaries and wages 380
Salaries and wages amount $3,286
Number of returns with taxable interest 140
Taxable interest amount $114
Number of returns with ordinary dividends 140
Ordinary dividends amount $271,000
Number of returns with qualified dividends 130
Qualified dividends amount [6] $184
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 40
Business or professional net income (less loss) amount $177,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $110,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $258,000
Number of returns with taxable pensions and annuities 60
Taxable pensions and annuities amount $441,000
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 $47,000
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 60
Total statutory adjustments amount $104,000
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 60
Total itemized deductions amount $1,659,000
Amount of AGI for itemized returns $896,000
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 40
State and local general sales tax amount $22,000
Number of returns with real estate taxes 50
Real estate taxes amount $493,000
Number of returns with taxes paid 60
Taxes paid amount $550,000
Number of returns with mortgage interest paid 20
Mortgage interest paid amount $165,000
Number of returns with contributions 40
Contributions amount $52,000
Number of returns with taxable income 220
Taxable income amount $1,160,000
Number of returns with income tax before credits 200
Income tax before credits amount $121,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 40
Total tax credits amount $12,000
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 20
Nonrefundable education credit amount $18,000
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 40
Self-employment tax amount $36,000
Number of returns with total tax payments 410
Total tax payments amount $442,000
Number of returns with earned income credit 60
Earned income credit amount [8] $83,000
Number of returns with excess earned income credit 50
Excess earned income credit (refundable) amount [9] $65,000
Number of returns with additional child tax credit 30
Additional child tax credit amount $29,000
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 180
Income tax amount [10] $108,000
Number of returns with tax liability 210
Total tax liability amount [11] $146,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 50
Tax due at time of filing amount [12] $41,000
Number of returns with overpayments refunded 380
Overpayments refunded amount [13] $300,000
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 220
Number of single returns 150
Number of joint returns 40
Number of head of household returns 0
Number of returns with paid preparer's signature 140
Number of exemptions 300
Number of dependents 50
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] 70
Adjust gross income (AGI) [5] $7,945,000
Number of returns with total income 220
Salaries and wages amount $8,196,000
Number of returns with salaries and wages 150
Salaries and wages amount $5,229
Number of returns with taxable interest 90
Taxable interest amount $60
Number of returns with ordinary dividends 80
Ordinary dividends amount $323,000
Number of returns with qualified dividends 70
Qualified dividends amount [6] $238
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $18
Number of returns with business or professional net income (less loss) 40
Business or professional net income (less loss) amount $728,000
Number of returns with net capital gain (less loss) 70
Net capital gain (less loss) amount $124,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $415,000
Number of returns with taxable pensions and annuities 50
Taxable pensions and annuities amount $792,000
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 50
Taxable Social Security benefits amount $382,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $3,000
Number of returns with total statutory adjustments 80
Total statutory adjustments amount $251,000
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 $191,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $72,000
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 $1,897,000
Amount of AGI for itemized returns $2,981,000
Number of returns with State and local income taxes 50
State and local income taxes amount $86,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $37,000
Number of returns with real estate taxes 70
Real estate taxes amount $670,000
Number of returns with taxes paid 80
Taxes paid amount $788,000
Number of returns with mortgage interest paid 40
Mortgage interest paid amount $316,000
Number of returns with contributions 70
Contributions amount $118,000
Number of returns with taxable income 190
Taxable income amount $4,149,000
Number of returns with income tax before credits 190
Income tax before credits amount $519,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 50
Total tax credits amount $33,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 30
Retirement savings contribution credit amount $6,000
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 40
Self-employment tax amount $127,000
Number of returns with total tax payments 200
Total tax payments amount $838,000
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 $35,000
Number of returns with income tax 180
Income tax amount [10] $486,000
Number of returns with tax liability 190
Total tax liability amount [11] $624,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 50
Tax due at time of filing amount [12] $107,000
Number of returns with overpayments refunded 160
Overpayments refunded amount [13] $307,000
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 210
Number of single returns 120
Number of joint returns 60
Number of head of household returns 30
Number of returns with paid preparer's signature 140
Number of exemptions 340
Number of dependents 70
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] 100
Adjust gross income (AGI) [5] $13,312,000
Number of returns with total income 210
Salaries and wages amount $13,533,000
Number of returns with salaries and wages 150
Salaries and wages amount $7,170
Number of returns with taxable interest 110
Taxable interest amount $209
Number of returns with ordinary dividends 100
Ordinary dividends amount $685,000
Number of returns with qualified dividends 100
Qualified dividends amount [6] $485
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $44
Number of returns with business or professional net income (less loss) 30
Business or professional net income (less loss) amount $554,000
Number of returns with net capital gain (less loss) 90
Net capital gain (less loss) amount $333,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $859,000
Number of returns with taxable pensions and annuities 80
Taxable pensions and annuities amount $1,986,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $250,000
Number of returns with taxable Social Security benefits 80
Taxable Social Security benefits amount $1,452,000
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 70
Total statutory adjustments amount $221,000
Number of returns with educator expenses 30
Educator expenses amount $8,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 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 $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 120
Total itemized deductions amount $2,794,000
Amount of AGI for itemized returns $7,425,000
Number of returns with State and local income taxes 60
State and local income taxes amount $180,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $46,000
Number of returns with real estate taxes 100
Real estate taxes amount $1,009,000
Number of returns with taxes paid 120
Taxes paid amount $1,243,000
Number of returns with mortgage interest paid 70
Mortgage interest paid amount $521,000
Number of returns with contributions 100
Contributions amount $205,000
Number of returns with taxable income 210
Taxable income amount $8,509,000
Number of returns with income tax before credits 210
Income tax before credits amount $1,191,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 70
Total tax credits amount $49,000
Number of returns with foreign tax credit 40
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 $29,000
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 $49,000
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 $103,000
Number of returns with total tax payments 200
Total tax payments amount $1,443,000
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 200
Income tax amount [10] $1,142,000
Number of returns with tax liability 210
Total tax liability amount [11] $1,262,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 60
Tax due at time of filing amount [12] $198,000
Number of returns with overpayments refunded 140
Overpayments refunded amount [13] $351,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $111,000

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

Number of returns 170
Number of single returns 80
Number of joint returns 80
Number of head of household returns 0
Number of returns with paid preparer's signature 130
Number of exemptions 340
Number of dependents 90
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 0
Number of elderly returns [4] 80
Adjust gross income (AGI) [5] $14,964,000
Number of returns with total income 170
Salaries and wages amount $15,240,000
Number of returns with salaries and wages 120
Salaries and wages amount $8,930
Number of returns with taxable interest 100
Taxable interest amount $209
Number of returns with ordinary dividends 90
Ordinary dividends amount $633,000
Number of returns with qualified dividends 90
Qualified dividends amount [6] $492
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $60
Number of returns with business or professional net income (less loss) 30
Business or professional net income (less loss) amount $432,000
Number of returns with net capital gain (less loss) 80
Net capital gain (less loss) amount $500,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $950,000
Number of returns with taxable pensions and annuities 50
Taxable pensions and annuities amount $1,812,000
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 60
Taxable Social Security benefits amount $1,224,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $154,000
Number of returns with total statutory adjustments 50
Total statutory adjustments amount $276,000
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 130
Total itemized deductions amount $3,811,000
Amount of AGI for itemized returns $11,811,000
Number of returns with State and local income taxes 100
State and local income taxes amount $350,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $29,000
Number of returns with real estate taxes 120
Real estate taxes amount $1,282,000
Number of returns with taxes paid 130
Taxes paid amount $1,674,000
Number of returns with mortgage interest paid 90
Mortgage interest paid amount $820,000
Number of returns with contributions 120
Contributions amount $305,000
Number of returns with taxable income 170
Taxable income amount $9,537,000
Number of returns with income tax before credits 160
Income tax before credits amount $1,411,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 70
Total tax credits amount $74,000
Number of returns with foreign tax credit 40
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 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 30
Child tax credit amount $47,000
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 $104,000
Number of returns with total tax payments 170
Total tax payments amount $1,900,000
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 160
Income tax amount [10] $1,337,000
Number of returns with tax liability 170
Total tax liability amount [11] $1,449,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 40
Tax due at time of filing amount [12] $97,000
Number of returns with overpayments refunded 120
Overpayments refunded amount [13] $486,000
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 530
Number of single returns 90
Number of joint returns 400
Number of head of household returns 40
Number of returns with paid preparer's signature 390
Number of exemptions 1,450
Number of dependents 530
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] 190
Adjust gross income (AGI) [5] $76,513,000
Number of returns with total income 530
Salaries and wages amount $77,798,000
Number of returns with salaries and wages 430
Salaries and wages amount $50,378
Number of returns with taxable interest 330
Taxable interest amount $419
Number of returns with ordinary dividends 280
Ordinary dividends amount $2,356,000
Number of returns with qualified dividends 270
Qualified dividends amount [6] $1,952
Number of returns with state and local income tax refunds 270
State and local income tax refunds amount $374
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $3,576,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $2,752,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $3,433,000
Number of returns with taxable pensions and annuities 150
Taxable pensions and annuities amount $7,020,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $238,000
Number of returns with taxable Social Security benefits 140
Taxable Social Security benefits amount $3,402,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $2,594,000
Number of returns with total statutory adjustments 220
Total statutory adjustments amount $1,285,000
Number of returns with educator expenses 80
Educator expenses amount $21,000
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 $360,000
Number of returns with IRA payments 40
IRA payments amount $281,000
Number of returns with student loan interest deduction 50
Student loan interest deduction amount $66,000
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 480
Total itemized deductions amount $15,983,000
Amount of AGI for itemized returns $70,660,000
Number of returns with State and local income taxes 460
State and local income taxes amount $2,953,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $49,000
Number of returns with real estate taxes 460
Real estate taxes amount $5,503,000
Number of returns with taxes paid 480
Taxes paid amount $8,557,000
Number of returns with mortgage interest paid 380
Mortgage interest paid amount $4,081,000
Number of returns with contributions 450
Contributions amount $1,302,000
Number of returns with taxable income 530
Taxable income amount $54,172,000
Number of returns with income tax before credits 530
Income tax before credits amount $9,322,000
Number of returns with alternative minimum tax 50
Alternative minimum tax amount $90,000
Number of returns with total tax credits 270
Total tax credits amount $282,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $16,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $39,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $73,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 100
Child tax credit amount $108,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $6,000
Number of returns with self-employment tax 120
Self-employment tax amount $630,000
Number of returns with total tax payments 520
Total tax payments amount $10,449,000
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 $45,000
Number of returns with income tax 530
Income tax amount [10] $9,039,000
Number of returns with tax liability 530
Total tax liability amount [11] $9,708,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 180
Tax due at time of filing amount [12] $1,047,000
Number of returns with overpayments refunded 310
Overpayments refunded amount [13] $1,571,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $208,000

Adjusted Gross Income: $200,000 or more

Number of returns 460
Number of single returns 40
Number of joint returns 410
Number of head of household returns 0
Number of returns with paid preparer's signature 380
Number of exemptions 1,430
Number of dependents 560
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] 150
Adjust gross income (AGI) [5] $200,337,000
Number of returns with total income 460
Salaries and wages amount $205,007,000
Number of returns with salaries and wages 390
Salaries and wages amount $130,458
Number of returns with taxable interest 350
Taxable interest amount $2,038
Number of returns with ordinary dividends 340
Ordinary dividends amount $7,607,000
Number of returns with qualified dividends 330
Qualified dividends amount [6] $6,139
Number of returns with state and local income tax refunds 200
State and local income tax refunds amount $1,009
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $14,161,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $14,748,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $4,847,000
Number of returns with taxable pensions and annuities 120
Taxable pensions and annuities amount $5,420,000
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 100
Taxable Social Security benefits amount $3,092,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $19,487,000
Number of returns with total statutory adjustments 180
Total statutory adjustments amount $4,670,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $1,682,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $1,112,000
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 460
Total itemized deductions amount $31,617,000
Amount of AGI for itemized returns $199,712,000
Number of returns with State and local income taxes 450
State and local income taxes amount $14,336,000
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 440
Real estate taxes amount $7,345,000
Number of returns with taxes paid 460
Taxes paid amount $21,877,000
Number of returns with mortgage interest paid 350
Mortgage interest paid amount $5,438,000
Number of returns with contributions 440
Contributions amount $3,428,000
Number of returns with taxable income 460
Taxable income amount $165,301,000
Number of returns with income tax before credits 460
Income tax before credits amount $46,121,000
Number of returns with alternative minimum tax 340
Alternative minimum tax amount $2,953,000
Number of returns with total tax credits 230
Total tax credits amount $274,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $88,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $27,000
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 $1,435,000
Number of returns with total tax payments 460
Total tax payments amount $47,215,000
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 460
Income tax amount [10] $45,848,000
Number of returns with tax liability 460
Total tax liability amount [11] $48,546,000
Number of returns with net investment income tax 260
Net investment income tax $619,000
Number of returns with tax due at time of filing 220
Tax due at time of filing amount [12] $5,132,000
Number of returns with overpayments refunded 170
Overpayments refunded amount [13] $2,155,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $1,575,000

[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.