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ZIP Code Database - Facts & Stats

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ZIP Code 08077 Income Tax Stats

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

ZIP Code 08077 Data

Zip Code:08077
City:Riverton
State:NJ [New Jersey]
Counties: BURLINGTON, NJ
City Alias(es):Riverton
Area Code:856
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





08077 Income Tax Overview

Total Number of Tax Returns for ZIP Code 08077 [1] 9,770
Total Number of Single Tax Returns for ZIP Code 08077 3,600
Total Number of Joint Tax Returns for ZIP Code 08077 4,180
Total Number of Dependents for ZIP Code 08077 5,520
Total Adjusted Gross Income for ZIP Code 08077 $859,866,000
Average Income per Person for ZIP Code 08077 $46,969
Average Income per Household for ZIP Code 08077 $88,011

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 2,440
Number of single returns 2,030
Number of joint returns 200
Number of head of household returns 180
Number of returns with paid preparer's signature 1,200
Number of exemptions 2,190
Number of dependents 450
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] 200
Number of elderly returns [4] 520
Adjust gross income (AGI) [5] $27,253,000
Number of returns with total income 2,440
Salaries and wages amount $27,894,000
Number of returns with salaries and wages 1,880
Salaries and wages amount $19,469
Number of returns with taxable interest 560
Taxable interest amount $267
Number of returns with ordinary dividends 380
Ordinary dividends amount $659,000
Number of returns with qualified dividends 350
Qualified dividends amount [6] $438
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $15
Number of returns with business or professional net income (less loss) 250
Business or professional net income (less loss) amount $1,962,000
Number of returns with net capital gain (less loss) 280
Net capital gain (less loss) amount $297,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $1,517,000
Number of returns with taxable pensions and annuities 360
Taxable pensions and annuities amount $2,913,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $285,000
Number of returns with taxable Social Security benefits 150
Taxable Social Security benefits amount $322,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $126,000
Number of returns with total statutory adjustments 370
Total statutory adjustments amount $641,000
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 $168,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $140,000
Number of returns with tuition and fees deduction 20
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 290
Total itemized deductions amount $5,269,000
Amount of AGI for itemized returns $4,275,000
Number of returns with State and local income taxes 70
State and local income taxes amount $71,000
Number of returns with State and local general sales tax 170
State and local general sales tax amount $94,000
Number of returns with real estate taxes 230
Real estate taxes amount $1,716,000
Number of returns with taxes paid 280
Taxes paid amount $1,909,000
Number of returns with mortgage interest paid 130
Mortgage interest paid amount $666,000
Number of returns with contributions 190
Contributions amount $294,000
Number of returns with taxable income 1,110
Taxable income amount $6,734,000
Number of returns with income tax before credits 1,070
Income tax before credits amount $708,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 230
Total tax credits amount $86,000
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 80
Nonrefundable education credit amount $52,000
Number of returns with retirement savings contribution credit 70
Retirement savings contribution credit amount $10,000
Number of returns with child tax credit 40
Child tax credit amount $17,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 210
Self-employment tax amount $325,000
Number of returns with total tax payments 2,150
Total tax payments amount $3,451,000
Number of returns with earned income credit 460
Earned income credit amount [8] $936,000
Number of returns with excess earned income credit 390
Excess earned income credit (refundable) amount [9] $802,000
Number of returns with additional child tax credit 200
Additional child tax credit amount $244,000
Number of returns with refundable education credit 90
Refundable education credit amount $76,000
Number of returns with income tax 940
Income tax amount [10] $622,000
Number of returns with tax liability 1,130
Total tax liability amount [11] $1,000,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 230
Tax due at time of filing amount [12] $220,000
Number of returns with overpayments refunded 1,990
Overpayments refunded amount [13] $2,603,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $41,000

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

Number of returns 1,750
Number of single returns 1,120
Number of joint returns 340
Number of head of household returns 240
Number of returns with paid preparer's signature 930
Number of exemptions 2,700
Number of dependents 640
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] 210
Number of elderly returns [4] 470
Adjust gross income (AGI) [5] $64,851,000
Number of returns with total income 1,750
Salaries and wages amount $66,201,000
Number of returns with salaries and wages 1,400
Salaries and wages amount $48,115
Number of returns with taxable interest 480
Taxable interest amount $389
Number of returns with ordinary dividends 340
Ordinary dividends amount $894,000
Number of returns with qualified dividends 310
Qualified dividends amount [6] $609
Number of returns with state and local income tax refunds 140
State and local income tax refunds amount $65
Number of returns with business or professional net income (less loss) 200
Business or professional net income (less loss) amount $2,683,000
Number of returns with net capital gain (less loss) 250
Net capital gain (less loss) amount $396,000
Number of returns with taxable individual retirement arrangements distributions 240
Taxable individual retirement arrangements distributions amount $2,958,000
Number of returns with taxable pensions and annuities 370
Taxable pensions and annuities amount $6,233,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $664,000
Number of returns with taxable Social Security benefits 390
Taxable Social Security benefits amount $3,176,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $376,000
Number of returns with total statutory adjustments 530
Total statutory adjustments amount $1,350,000
Number of returns with educator expenses 70
Educator expenses amount $16,000
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 $279,000
Number of returns with IRA payments 50
IRA payments amount $223,000
Number of returns with student loan interest deduction 320
Student loan interest deduction amount $435,000
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 530
Total itemized deductions amount $9,695,000
Amount of AGI for itemized returns $20,550,000
Number of returns with State and local income taxes 260
State and local income taxes amount $441,000
Number of returns with State and local general sales tax 230
State and local general sales tax amount $182,000
Number of returns with real estate taxes 460
Real estate taxes amount $3,509,000
Number of returns with taxes paid 520
Taxes paid amount $4,178,000
Number of returns with mortgage interest paid 270
Mortgage interest paid amount $1,612,000
Number of returns with contributions 410
Contributions amount $910,000
Number of returns with taxable income 1,660
Taxable income amount $35,362,000
Number of returns with income tax before credits 1,660
Income tax before credits amount $4,465,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 530
Total tax credits amount $459,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $5,000
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 140
Nonrefundable education credit amount $172,000
Number of returns with retirement savings contribution credit 180
Retirement savings contribution credit amount $34,000
Number of returns with child tax credit 230
Child tax credit amount $208,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $31,000
Number of returns with self-employment tax 170
Self-employment tax amount $506,000
Number of returns with total tax payments 1,680
Total tax payments amount $7,361,000
Number of returns with earned income credit 230
Earned income credit amount [8] $478,000
Number of returns with excess earned income credit 170
Excess earned income credit (refundable) amount [9] $351,000
Number of returns with additional child tax credit 170
Additional child tax credit amount $215,000
Number of returns with refundable education credit 80
Refundable education credit amount $78,000
Number of returns with income tax 1,480
Income tax amount [10] $4,006,000
Number of returns with tax liability 1,560
Total tax liability amount [11] $4,569,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 290
Tax due at time of filing amount [12] $508,000
Number of returns with overpayments refunded 1,420
Overpayments refunded amount [13] $3,221,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $46,000

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

Number of returns 1,380
Number of single returns 700
Number of joint returns 410
Number of head of household returns 200
Number of returns with paid preparer's signature 840
Number of exemptions 2,470
Number of dependents 680
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] 130
Number of elderly returns [4] 450
Adjust gross income (AGI) [5] $85,353,000
Number of returns with total income 1,380
Salaries and wages amount $86,567,000
Number of returns with salaries and wages 1,120
Salaries and wages amount $61,364
Number of returns with taxable interest 550
Taxable interest amount $547
Number of returns with ordinary dividends 360
Ordinary dividends amount $1,306,000
Number of returns with qualified dividends 330
Qualified dividends amount [6] $931
Number of returns with state and local income tax refunds 340
State and local income tax refunds amount $239
Number of returns with business or professional net income (less loss) 160
Business or professional net income (less loss) amount $2,448,000
Number of returns with net capital gain (less loss) 290
Net capital gain (less loss) amount $903,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $3,580,000
Number of returns with taxable pensions and annuities 370
Taxable pensions and annuities amount $9,134,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $405,000
Number of returns with taxable Social Security benefits 360
Taxable Social Security benefits amount $6,105,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $552,000
Number of returns with total statutory adjustments 460
Total statutory adjustments amount $1,214,000
Number of returns with educator expenses 90
Educator expenses amount $22,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $216,000
Number of returns with IRA payments 40
IRA payments amount $165,000
Number of returns with student loan interest deduction 240
Student loan interest deduction amount $304,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $44,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 750
Total itemized deductions amount $14,172,000
Amount of AGI for itemized returns $47,237,000
Number of returns with State and local income taxes 580
State and local income taxes amount $1,319,000
Number of returns with State and local general sales tax 170
State and local general sales tax amount $166,000
Number of returns with real estate taxes 680
Real estate taxes amount $5,020,000
Number of returns with taxes paid 750
Taxes paid amount $6,584,000
Number of returns with mortgage interest paid 520
Mortgage interest paid amount $2,877,000
Number of returns with contributions 630
Contributions amount $1,360,000
Number of returns with taxable income 1,370
Taxable income amount $55,908,000
Number of returns with income tax before credits 1,360
Income tax before credits amount $8,014,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 480
Total tax credits amount $625,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $31,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $157,000
Number of returns with retirement savings contribution credit 50
Retirement savings contribution credit amount $8,000
Number of returns with child tax credit 280
Child tax credit amount $395,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 140
Self-employment tax amount $465,000
Number of returns with total tax payments 1,350
Total tax payments amount $10,385,000
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 $71,000
Number of returns with refundable education credit 80
Refundable education credit amount $81,000
Number of returns with income tax 1,320
Income tax amount [10] $7,389,000
Number of returns with tax liability 1,340
Total tax liability amount [11] $7,923,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 300
Tax due at time of filing amount [12] $666,000
Number of returns with overpayments refunded 1,050
Overpayments refunded amount [13] $3,027,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $92,000

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

Number of returns 1,110
Number of single returns 330
Number of joint returns 600
Number of head of household returns 130
Number of returns with paid preparer's signature 740
Number of exemptions 2,430
Number of dependents 720
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] 70
Number of elderly returns [4] 410
Adjust gross income (AGI) [5] $96,324,000
Number of returns with total income 1,110
Salaries and wages amount $97,436,000
Number of returns with salaries and wages 930
Salaries and wages amount $68,099
Number of returns with taxable interest 540
Taxable interest amount $642
Number of returns with ordinary dividends 380
Ordinary dividends amount $1,529,000
Number of returns with qualified dividends 350
Qualified dividends amount [6] $1,041
Number of returns with state and local income tax refunds 450
State and local income tax refunds amount $410
Number of returns with business or professional net income (less loss) 170
Business or professional net income (less loss) amount $2,532,000
Number of returns with net capital gain (less loss) 290
Net capital gain (less loss) amount $1,087,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $4,628,000
Number of returns with taxable pensions and annuities 330
Taxable pensions and annuities amount $9,575,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $541,000
Number of returns with taxable Social Security benefits 330
Taxable Social Security benefits amount $7,057,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $847,000
Number of returns with total statutory adjustments 310
Total statutory adjustments amount $1,112,000
Number of returns with educator expenses 60
Educator expenses amount $16,000
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 $200,000
Number of returns with IRA payments 40
IRA payments amount $176,000
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $129,000
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 820
Total itemized deductions amount $17,917,000
Amount of AGI for itemized returns $71,672,000
Number of returns with State and local income taxes 690
State and local income taxes amount $2,242,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $179,000
Number of returns with real estate taxes 780
Real estate taxes amount $6,417,000
Number of returns with taxes paid 820
Taxes paid amount $8,934,000
Number of returns with mortgage interest paid 620
Mortgage interest paid amount $3,996,000
Number of returns with contributions 720
Contributions amount $1,728,000
Number of returns with taxable income 1,100
Taxable income amount $65,602,000
Number of returns with income tax before credits 1,100
Income tax before credits amount $10,033,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 430
Total tax credits amount $611,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $32,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $99,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 280
Child tax credit amount $436,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $23,000
Number of returns with self-employment tax 130
Self-employment tax amount $438,000
Number of returns with total tax payments 1,100
Total tax payments amount $12,138,000
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 $59,000
Number of returns with income tax 1,090
Income tax amount [10] $9,423,000
Number of returns with tax liability 1,090
Total tax liability amount [11] $9,945,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 280
Tax due at time of filing amount [12] $839,000
Number of returns with overpayments refunded 810
Overpayments refunded amount [13] $2,876,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $143,000

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

Number of returns 2,380
Number of single returns 270
Number of joint returns 1,990
Number of head of household returns 100
Number of returns with paid preparer's signature 1,590
Number of exemptions 6,700
Number of dependents 2,330
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] 110
Number of elderly returns [4] 780
Adjust gross income (AGI) [5] $329,307,000
Number of returns with total income 2,380
Salaries and wages amount $333,208,000
Number of returns with salaries and wages 2,120
Salaries and wages amount $251,510
Number of returns with taxable interest 1,380
Taxable interest amount $1,730
Number of returns with ordinary dividends 1,020
Ordinary dividends amount $4,956,000
Number of returns with qualified dividends 970
Qualified dividends amount [6] $3,630
Number of returns with state and local income tax refunds 1,190
State and local income tax refunds amount $1,445
Number of returns with business or professional net income (less loss) 410
Business or professional net income (less loss) amount $8,647,000
Number of returns with net capital gain (less loss) 820
Net capital gain (less loss) amount $5,799,000
Number of returns with taxable individual retirement arrangements distributions 430
Taxable individual retirement arrangements distributions amount $11,167,000
Number of returns with taxable pensions and annuities 690
Taxable pensions and annuities amount $25,800,000
Number of farm returns 0
Number of returns with unemployment compensation 170
Unemployment compensation amount [7] $1,040,000
Number of returns with taxable Social Security benefits 540
Taxable Social Security benefits amount $14,149,000
Number of returns with partnership/S-corp net income (less loss) 240
Partnership/S-corp net income (less loss) amount $6,144,000
Number of returns with total statutory adjustments 950
Total statutory adjustments amount $3,901,000
Number of returns with educator expenses 240
Educator expenses amount $66,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $651,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $1,053,000
Number of returns with IRA payments 90
IRA payments amount $591,000
Number of returns with student loan interest deduction 360
Student loan interest deduction amount $393,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $97,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $200,000
Number of returns with itemized deductions 2,170
Total itemized deductions amount $57,715,000
Amount of AGI for itemized returns $304,511,000
Number of returns with State and local income taxes 2,080
State and local income taxes amount $12,543,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $165,000
Number of returns with real estate taxes 2,120
Real estate taxes amount $20,085,000
Number of returns with taxes paid 2,170
Taxes paid amount $32,912,000
Number of returns with mortgage interest paid 1,820
Mortgage interest paid amount $13,283,000
Number of returns with contributions 2,010
Contributions amount $5,752,000
Number of returns with taxable income 2,380
Taxable income amount $241,840,000
Number of returns with income tax before credits 2,370
Income tax before credits amount $41,418,000
Number of returns with alternative minimum tax 110
Alternative minimum tax amount $200,000
Number of returns with total tax credits 1,100
Total tax credits amount $1,503,000
Number of returns with foreign tax credit 310
Foreign tax credit amount $99,000
Number of returns with child and dependent care credit 290
Child and dependent care credit amount $168,000
Number of returns with nonrefundable education credit 250
Nonrefundable education credit amount $367,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 480
Child tax credit amount $641,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $117,000
Number of returns with self-employment tax 330
Self-employment tax amount $1,558,000
Number of returns with total tax payments 2,370
Total tax payments amount $47,092,000
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 230
Refundable education credit amount $231,000
Number of returns with income tax 2,360
Income tax amount [10] $39,915,000
Number of returns with tax liability 2,360
Total tax liability amount [11] $41,675,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 670
Tax due at time of filing amount [12] $2,664,000
Number of returns with overpayments refunded 1,610
Overpayments refunded amount [13] $7,458,000
Number of returns with credit to next year’s estimated tax 120
Credited to next year’s estimated tax amount $593,000

Adjusted Gross Income: $200,000 or more

Number of returns 710
Number of single returns 60
Number of joint returns 640
Number of head of household returns 0
Number of returns with paid preparer's signature 530
Number of exemptions 2,050
Number of dependents 700
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] 240
Adjust gross income (AGI) [5] $256,778,000
Number of returns with total income 710
Salaries and wages amount $261,680,000
Number of returns with salaries and wages 650
Salaries and wages amount $163,839
Number of returns with taxable interest 540
Taxable interest amount $1,104
Number of returns with ordinary dividends 450
Ordinary dividends amount $5,765,000
Number of returns with qualified dividends 430
Qualified dividends amount [6] $4,598
Number of returns with state and local income tax refunds 340
State and local income tax refunds amount $1,241
Number of returns with business or professional net income (less loss) 140
Business or professional net income (less loss) amount $7,912,000
Number of returns with net capital gain (less loss) 430
Net capital gain (less loss) amount $13,441,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $6,834,000
Number of returns with taxable pensions and annuities 190
Taxable pensions and annuities amount $8,953,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $139,000
Number of returns with taxable Social Security benefits 140
Taxable Social Security benefits amount $4,044,000
Number of returns with partnership/S-corp net income (less loss) 200
Partnership/S-corp net income (less loss) amount $38,946,000
Number of returns with total statutory adjustments 250
Total statutory adjustments amount $4,902,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $1,583,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $1,066,000
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 700
Total itemized deductions amount $41,203,000
Amount of AGI for itemized returns $253,661,000
Number of returns with State and local income taxes 690
State and local income taxes amount $15,356,000
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 680
Real estate taxes amount $9,402,000
Number of returns with taxes paid 700
Taxes paid amount $24,932,000
Number of returns with mortgage interest paid 580
Mortgage interest paid amount $6,023,000
Number of returns with contributions 670
Contributions amount $5,002,000
Number of returns with taxable income 710
Taxable income amount $209,086,000
Number of returns with income tax before credits 710
Income tax before credits amount $55,110,000
Number of returns with alternative minimum tax 470
Alternative minimum tax amount $2,428,000
Number of returns with total tax credits 320
Total tax credits amount $485,000
Number of returns with foreign tax credit 230
Foreign tax credit amount $150,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $43,000
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 20
Residential energy tax credit amount $30,000
Number of returns with self-employment tax 160
Self-employment tax amount $1,399,000
Number of returns with total tax payments 710
Total tax payments amount $55,070,000
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 710
Income tax amount [10] $54,625,000
Number of returns with tax liability 710
Total tax liability amount [11] $57,162,000
Number of returns with net investment income tax 340
Net investment income tax $450,000
Number of returns with tax due at time of filing 360
Tax due at time of filing amount [12] $6,819,000
Number of returns with overpayments refunded 290
Overpayments refunded amount [13] $2,275,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $2,377,000

[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.