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ZIP Code Database - Facts & Stats

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ZIP Code 07716 Income Tax Stats

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

ZIP Code 07716 Data

Zip Code:07716
City:Atlantic Highlands
State:NJ [New Jersey]
Counties: MONMOUTH, NJ
City Alias(es):Atlantic Highlands
Area Code:732 / 848
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


07716 Income Tax Overview

Total Number of Tax Returns for ZIP Code 07716 [1] 4,340
Total Number of Single Tax Returns for ZIP Code 07716 1,270
Total Number of Joint Tax Returns for ZIP Code 07716 1,720
Total Number of Dependents for ZIP Code 07716 2,090
Total Adjusted Gross Income for ZIP Code 07716 $515,002,000
Average Income per Person for ZIP Code 07716 $60,066
Average Income per Household for ZIP Code 07716 $118,664

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 1,100
Number of single returns 920
Number of joint returns 90
Number of head of household returns 70
Number of returns with paid preparer's signature 600
Number of exemptions 1,060
Number of dependents 190
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 90
Number of elderly returns [4] 310
Adjust gross income (AGI) [5] $11,990,000
Number of returns with total income 1,100
Salaries and wages amount $12,513,000
Number of returns with salaries and wages 790
Salaries and wages amount $8,198
Number of returns with taxable interest 250
Taxable interest amount $107
Number of returns with ordinary dividends 200
Ordinary dividends amount $441,000
Number of returns with qualified dividends 190
Qualified dividends amount [6] $324
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $14
Number of returns with business or professional net income (less loss) 150
Business or professional net income (less loss) amount $1,084,000
Number of returns with net capital gain (less loss) 160
Net capital gain (less loss) amount $75,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $684,000
Number of returns with taxable pensions and annuities 170
Taxable pensions and annuities amount $1,550,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $184,000
Number of returns with taxable Social Security benefits 80
Taxable Social Security benefits amount $151,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $69,000
Number of returns with total statutory adjustments 200
Total statutory adjustments amount $523,000
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 $227,000
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 $68,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $55,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 140
Total itemized deductions amount $2,789,000
Amount of AGI for itemized returns $2,005,000
Number of returns with State and local income taxes 40
State and local income taxes amount $54,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $51,000
Number of returns with real estate taxes 110
Real estate taxes amount $920,000
Number of returns with taxes paid 140
Taxes paid amount $1,047,000
Number of returns with mortgage interest paid 70
Mortgage interest paid amount $496,000
Number of returns with contributions 100
Contributions amount $116,000
Number of returns with taxable income 480
Taxable income amount $2,863,000
Number of returns with income tax before credits 470
Income tax before credits amount $297,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 90
Total tax credits amount $26,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $0
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $18,000
Number of returns with retirement savings contribution credit 30
Retirement savings contribution credit amount $4,000
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 130
Self-employment tax amount $203,000
Number of returns with total tax payments 940
Total tax payments amount $1,415,000
Number of returns with earned income credit 210
Earned income credit amount [8] $310,000
Number of returns with excess earned income credit 160
Excess earned income credit (refundable) amount [9] $249,000
Number of returns with additional child tax credit 80
Additional child tax credit amount $92,000
Number of returns with refundable education credit 40
Refundable education credit amount $35,000
Number of returns with income tax 430
Income tax amount [10] $271,000
Number of returns with tax liability 540
Total tax liability amount [11] $497,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 150
Tax due at time of filing amount [12] $138,000
Number of returns with overpayments refunded 850
Overpayments refunded amount [13] $959,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $57,000

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

Number of returns 760
Number of single returns 530
Number of joint returns 130
Number of head of household returns 80
Number of returns with paid preparer's signature 440
Number of exemptions 1,130
Number of dependents 240
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 80
Number of elderly returns [4] 230
Adjust gross income (AGI) [5] $28,067,000
Number of returns with total income 760
Salaries and wages amount $28,772,000
Number of returns with salaries and wages 600
Salaries and wages amount $19,594
Number of returns with taxable interest 210
Taxable interest amount $127
Number of returns with ordinary dividends 170
Ordinary dividends amount $520,000
Number of returns with qualified dividends 160
Qualified dividends amount [6] $379
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $58
Number of returns with business or professional net income (less loss) 120
Business or professional net income (less loss) amount $1,673,000
Number of returns with net capital gain (less loss) 160
Net capital gain (less loss) amount $217,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $1,117,000
Number of returns with taxable pensions and annuities 160
Taxable pensions and annuities amount $2,906,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $341,000
Number of returns with taxable Social Security benefits 160
Taxable Social Security benefits amount $1,242,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $255,000
Number of returns with total statutory adjustments 220
Total statutory adjustments amount $705,000
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 $193,000
Number of returns with IRA payments 20
IRA payments amount $96,000
Number of returns with student loan interest deduction 100
Student loan interest deduction amount $133,000
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 220
Total itemized deductions amount $4,050,000
Amount of AGI for itemized returns $8,343,000
Number of returns with State and local income taxes 130
State and local income taxes amount $210,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $73,000
Number of returns with real estate taxes 170
Real estate taxes amount $1,261,000
Number of returns with taxes paid 220
Taxes paid amount $1,554,000
Number of returns with mortgage interest paid 110
Mortgage interest paid amount $688,000
Number of returns with contributions 180
Contributions amount $277,000
Number of returns with taxable income 720
Taxable income amount $15,766,000
Number of returns with income tax before credits 710
Income tax before credits amount $1,981,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 200
Total tax credits amount $141,000
Number of returns with foreign tax credit 50
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 $54,000
Number of returns with retirement savings contribution credit 70
Retirement savings contribution credit amount $13,000
Number of returns with child tax credit 80
Child tax credit amount $62,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 100
Self-employment tax amount $307,000
Number of returns with total tax payments 720
Total tax payments amount $3,154,000
Number of returns with earned income credit 80
Earned income credit amount [8] $158,000
Number of returns with excess earned income credit 50
Excess earned income credit (refundable) amount [9] $107,000
Number of returns with additional child tax credit 70
Additional child tax credit amount $109,000
Number of returns with refundable education credit 40
Refundable education credit amount $33,000
Number of returns with income tax 650
Income tax amount [10] $1,840,000
Number of returns with tax liability 680
Total tax liability amount [11] $2,186,000
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] $284,000
Number of returns with overpayments refunded 570
Overpayments refunded amount [13] $1,211,000
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 550
Number of single returns 310
Number of joint returns 170
Number of head of household returns 50
Number of returns with paid preparer's signature 340
Number of exemptions 930
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] 30
Number of elderly returns [4] 200
Adjust gross income (AGI) [5] $34,077,000
Number of returns with total income 550
Salaries and wages amount $35,057,000
Number of returns with salaries and wages 430
Salaries and wages amount $22,995
Number of returns with taxable interest 200
Taxable interest amount $142
Number of returns with ordinary dividends 180
Ordinary dividends amount $748,000
Number of returns with qualified dividends 170
Qualified dividends amount [6] $503
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $126
Number of returns with business or professional net income (less loss) 110
Business or professional net income (less loss) amount $2,006,000
Number of returns with net capital gain (less loss) 140
Net capital gain (less loss) amount $396,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $1,312,000
Number of returns with taxable pensions and annuities 140
Taxable pensions and annuities amount $3,774,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $366,000
Number of returns with taxable Social Security benefits 150
Taxable Social Security benefits amount $2,524,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $286,000
Number of returns with total statutory adjustments 200
Total statutory adjustments amount $980,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $521,000
Number of returns with IRA payments 40
IRA payments amount $217,000
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $108,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 260
Total itemized deductions amount $5,357,000
Amount of AGI for itemized returns $16,449,000
Number of returns with State and local income taxes 180
State and local income taxes amount $450,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $73,000
Number of returns with real estate taxes 220
Real estate taxes amount $1,702,000
Number of returns with taxes paid 260
Taxes paid amount $2,236,000
Number of returns with mortgage interest paid 170
Mortgage interest paid amount $1,131,000
Number of returns with contributions 220
Contributions amount $432,000
Number of returns with taxable income 550
Taxable income amount $22,599,000
Number of returns with income tax before credits 540
Income tax before credits amount $3,270,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 170
Total tax credits amount $177,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
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 30
Nonrefundable education credit amount $37,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 90
Child tax credit amount $111,000
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 $342,000
Number of returns with total tax payments 530
Total tax payments amount $4,330,000
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 530
Income tax amount [10] $3,094,000
Number of returns with tax liability 540
Total tax liability amount [11] $3,467,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 140
Tax due at time of filing amount [12] $412,000
Number of returns with overpayments refunded 390
Overpayments refunded amount [13] $1,176,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $90,000

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

Number of returns 420
Number of single returns 170
Number of joint returns 200
Number of head of household returns 40
Number of returns with paid preparer's signature 280
Number of exemptions 800
Number of dependents 190
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] 160
Adjust gross income (AGI) [5] $36,420,000
Number of returns with total income 420
Salaries and wages amount $37,175,000
Number of returns with salaries and wages 330
Salaries and wages amount $23,912
Number of returns with taxable interest 200
Taxable interest amount $254
Number of returns with ordinary dividends 150
Ordinary dividends amount $747,000
Number of returns with qualified dividends 140
Qualified dividends amount [6] $556
Number of returns with state and local income tax refunds 170
State and local income tax refunds amount $159
Number of returns with business or professional net income (less loss) 80
Business or professional net income (less loss) amount $1,728,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $900,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $1,393,000
Number of returns with taxable pensions and annuities 120
Taxable pensions and annuities amount $4,341,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $169,000
Number of returns with taxable Social Security benefits 130
Taxable Social Security benefits amount $2,677,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $1,027,000
Number of returns with total statutory adjustments 130
Total statutory adjustments amount $755,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $408,000
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 $41,000
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 290
Total itemized deductions amount $7,096,000
Amount of AGI for itemized returns $25,446,000
Number of returns with State and local income taxes 240
State and local income taxes amount $883,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $81,000
Number of returns with real estate taxes 250
Real estate taxes amount $2,303,000
Number of returns with taxes paid 290
Taxes paid amount $3,304,000
Number of returns with mortgage interest paid 200
Mortgage interest paid amount $1,605,000
Number of returns with contributions 250
Contributions amount $603,000
Number of returns with taxable income 410
Taxable income amount $24,792,000
Number of returns with income tax before credits 410
Income tax before credits amount $3,859,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 140
Total tax credits amount $179,000
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 30
Nonrefundable education credit amount $30,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 70
Child tax credit amount $109,000
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 $318,000
Number of returns with total tax payments 410
Total tax payments amount $4,862,000
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 400
Income tax amount [10] $3,680,000
Number of returns with tax liability 410
Total tax liability amount [11] $4,049,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 110
Tax due at time of filing amount [12] $331,000
Number of returns with overpayments refunded 290
Overpayments refunded amount [13] $1,080,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $63,000

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

Number of returns 890
Number of single returns 200
Number of joint returns 610
Number of head of household returns 60
Number of returns with paid preparer's signature 600
Number of exemptions 2,170
Number of dependents 670
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] 50
Number of elderly returns [4] 300
Adjust gross income (AGI) [5] $125,655,000
Number of returns with total income 890
Salaries and wages amount $128,418,000
Number of returns with salaries and wages 770
Salaries and wages amount $92,806
Number of returns with taxable interest 440
Taxable interest amount $600
Number of returns with ordinary dividends 400
Ordinary dividends amount $2,750,000
Number of returns with qualified dividends 370
Qualified dividends amount [6] $1,995
Number of returns with state and local income tax refunds 460
State and local income tax refunds amount $597
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $6,205,000
Number of returns with net capital gain (less loss) 340
Net capital gain (less loss) amount $2,671,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $4,201,000
Number of returns with taxable pensions and annuities 230
Taxable pensions and annuities amount $10,278,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $616,000
Number of returns with taxable Social Security benefits 200
Taxable Social Security benefits amount $4,782,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $2,419,000
Number of returns with total statutory adjustments 340
Total statutory adjustments amount $2,763,000
Number of returns with educator expenses 70
Educator expenses amount $18,000
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 $461,000
Number of returns with IRA payments 60
IRA payments amount $326,000
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $89,000
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 780
Total itemized deductions amount $23,094,000
Amount of AGI for itemized returns $111,808,000
Number of returns with State and local income taxes 740
State and local income taxes amount $5,234,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $67,000
Number of returns with real estate taxes 720
Real estate taxes amount $7,418,000
Number of returns with taxes paid 780
Taxes paid amount $12,816,000
Number of returns with mortgage interest paid 630
Mortgage interest paid amount $5,903,000
Number of returns with contributions 690
Contributions amount $1,964,000
Number of returns with taxable income 880
Taxable income amount $92,659,000
Number of returns with income tax before credits 880
Income tax before credits amount $16,646,000
Number of returns with alternative minimum tax 80
Alternative minimum tax amount $171,000
Number of returns with total tax credits 340
Total tax credits amount $343,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $22,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $51,000
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 120
Child tax credit amount $129,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $15,000
Number of returns with self-employment tax 180
Self-employment tax amount $925,000
Number of returns with total tax payments 880
Total tax payments amount $19,216,000
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 $55,000
Number of returns with income tax 880
Income tax amount [10] $16,303,000
Number of returns with tax liability 880
Total tax liability amount [11] $17,333,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 260
Tax due at time of filing amount [12] $1,559,000
Number of returns with overpayments refunded 590
Overpayments refunded amount [13] $3,095,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $310,000

Adjusted Gross Income: $200,000 or more

Number of returns 620
Number of single returns 70
Number of joint returns 520
Number of head of household returns 30
Number of returns with paid preparer's signature 480
Number of exemptions 1,740
Number of dependents 600
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] $278,793,000
Number of returns with total income 620
Salaries and wages amount $283,820,000
Number of returns with salaries and wages 580
Salaries and wages amount $180,395
Number of returns with taxable interest 440
Taxable interest amount $1,543
Number of returns with ordinary dividends 420
Ordinary dividends amount $7,696,000
Number of returns with qualified dividends 400
Qualified dividends amount [6] $5,835
Number of returns with state and local income tax refunds 280
State and local income tax refunds amount $1,720
Number of returns with business or professional net income (less loss) 170
Business or professional net income (less loss) amount $8,117,000
Number of returns with net capital gain (less loss) 410
Net capital gain (less loss) amount $34,674,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $3,947,000
Number of returns with taxable pensions and annuities 120
Taxable pensions and annuities amount $5,232,000
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 80
Taxable Social Security benefits amount $2,017,000
Number of returns with partnership/S-corp net income (less loss) 190
Partnership/S-corp net income (less loss) amount $30,107,000
Number of returns with total statutory adjustments 230
Total statutory adjustments amount $5,027,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $1,577,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $976,000
Number of returns with IRA payments 20
IRA payments amount $167,000
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 610
Total itemized deductions amount $40,041,000
Amount of AGI for itemized returns $272,137,000
Number of returns with State and local income taxes 600
State and local income taxes amount $19,961,000
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 570
Real estate taxes amount $8,808,000
Number of returns with taxes paid 610
Taxes paid amount $28,849,000
Number of returns with mortgage interest paid 510
Mortgage interest paid amount $7,319,000
Number of returns with contributions 560
Contributions amount $3,709,000
Number of returns with taxable income 620
Taxable income amount $234,230,000
Number of returns with income tax before credits 620
Income tax before credits amount $64,499,000
Number of returns with alternative minimum tax 450
Alternative minimum tax amount $3,249,000
Number of returns with total tax credits 280
Total tax credits amount $482,000
Number of returns with foreign tax credit 200
Foreign tax credit amount $136,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $46,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 160
Self-employment tax amount $1,567,000
Number of returns with total tax payments 610
Total tax payments amount $62,666,000
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 620
Income tax amount [10] $64,017,000
Number of returns with tax liability 620
Total tax liability amount [11] $67,573,000
Number of returns with net investment income tax 340
Net investment income tax $1,017,000
Number of returns with tax due at time of filing 330
Tax due at time of filing amount [12] $9,474,000
Number of returns with overpayments refunded 230
Overpayments refunded amount [13] $2,542,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $1,936,000

[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.