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ZIP Code Database - Facts & Stats

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ZIP Code 08520 Income Tax Stats

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

ZIP Code 08520 Data

Zip Code:08520
City:Hightstown
State:NJ [New Jersey]
Counties: MERCER, NJ
City Alias(es):Hightstown
Area Code:609
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





08520 Income Tax Overview

Total Number of Tax Returns for ZIP Code 08520 [1] 14,370
Total Number of Single Tax Returns for ZIP Code 08520 4,690
Total Number of Joint Tax Returns for ZIP Code 08520 5,580
Total Number of Dependents for ZIP Code 08520 9,020
Total Adjusted Gross Income for ZIP Code 08520 $1,134,422,000
Average Income per Person for ZIP Code 08520 $40,706
Average Income per Household for ZIP Code 08520 $78,944

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 4,100
Number of single returns 3,090
Number of joint returns 360
Number of head of household returns 590
Number of returns with paid preparer's signature 2,410
Number of exemptions 4,510
Number of dependents 1,260
Total number of volunteer prepared returns [5] 130
Number of volunteer income tax assistance (VITA) prepared returns [3] 80
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] 310
Number of elderly returns [4] 700
Adjust gross income (AGI) [5] $48,040,000
Number of returns with total income 4,100
Salaries and wages amount $49,034,000
Number of returns with salaries and wages 3,230
Salaries and wages amount $36,825
Number of returns with taxable interest 530
Taxable interest amount $328
Number of returns with ordinary dividends 400
Ordinary dividends amount $571,000
Number of returns with qualified dividends 380
Qualified dividends amount [6] $404
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $32
Number of returns with business or professional net income (less loss) 590
Business or professional net income (less loss) amount $4,796,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $625,000
Number of returns with taxable individual retirement arrangements distributions 240
Taxable individual retirement arrangements distributions amount $1,637,000
Number of returns with taxable pensions and annuities 380
Taxable pensions and annuities amount $3,040,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $613,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $344,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $252,000
Number of returns with total statutory adjustments 730
Total statutory adjustments amount $994,000
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 20
Self-employment health insurance deduction amount $74,000
Number of returns with IRA payments 20
IRA payments amount $94,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $186,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $118,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 340
Total itemized deductions amount $5,722,000
Amount of AGI for itemized returns $4,905,000
Number of returns with State and local income taxes 90
State and local income taxes amount $63,000
Number of returns with State and local general sales tax 190
State and local general sales tax amount $108,000
Number of returns with real estate taxes 270
Real estate taxes amount $1,953,000
Number of returns with taxes paid 330
Taxes paid amount $2,145,000
Number of returns with mortgage interest paid 160
Mortgage interest paid amount $792,000
Number of returns with contributions 220
Contributions amount $326,000
Number of returns with taxable income 1,850
Taxable income amount $11,018,000
Number of returns with income tax before credits 1,810
Income tax before credits amount $1,158,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 440
Total tax credits amount $167,000
Number of returns with foreign tax credit 20
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 150
Nonrefundable education credit amount $98,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $22,000
Number of returns with child tax credit 120
Child tax credit amount $40,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 540
Self-employment tax amount $750,000
Number of returns with total tax payments 3,600
Total tax payments amount $6,443,000
Number of returns with earned income credit 940
Earned income credit amount [8] $2,071,000
Number of returns with excess earned income credit 770
Excess earned income credit (refundable) amount [9] $1,760,000
Number of returns with additional child tax credit 580
Additional child tax credit amount $696,000
Number of returns with refundable education credit 190
Refundable education credit amount $167,000
Number of returns with income tax 1,530
Income tax amount [10] $992,000
Number of returns with tax liability 1,990
Total tax liability amount [11] $1,810,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 500
Tax due at time of filing amount [12] $487,000
Number of returns with overpayments refunded 3,310
Overpayments refunded amount [13] $5,084,000
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 2,970
Number of single returns 1,660
Number of joint returns 630
Number of head of household returns 600
Number of returns with paid preparer's signature 1,830
Number of exemptions 5,240
Number of dependents 1,680
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 350
Number of elderly returns [4] 580
Adjust gross income (AGI) [5] $109,374,000
Number of returns with total income 2,970
Salaries and wages amount $110,723,000
Number of returns with salaries and wages 2,630
Salaries and wages amount $91,759
Number of returns with taxable interest 550
Taxable interest amount $435
Number of returns with ordinary dividends 380
Ordinary dividends amount $895,000
Number of returns with qualified dividends 350
Qualified dividends amount [6] $552
Number of returns with state and local income tax refunds 260
State and local income tax refunds amount $156
Number of returns with business or professional net income (less loss) 360
Business or professional net income (less loss) amount $3,142,000
Number of returns with net capital gain (less loss) 310
Net capital gain (less loss) amount $593,000
Number of returns with taxable individual retirement arrangements distributions 240
Taxable individual retirement arrangements distributions amount $2,979,000
Number of returns with taxable pensions and annuities 380
Taxable pensions and annuities amount $5,367,000
Number of farm returns 0
Number of returns with unemployment compensation 140
Unemployment compensation amount [7] $974,000
Number of returns with taxable Social Security benefits 400
Taxable Social Security benefits amount $3,272,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $983,000
Number of returns with total statutory adjustments 680
Total statutory adjustments amount $1,349,000
Number of returns with educator expenses 50
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $218,000
Number of returns with IRA payments 50
IRA payments amount $199,000
Number of returns with student loan interest deduction 340
Student loan interest deduction amount $442,000
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 730
Total itemized deductions amount $13,906,000
Amount of AGI for itemized returns $28,247,000
Number of returns with State and local income taxes 480
State and local income taxes amount $614,000
Number of returns with State and local general sales tax 220
State and local general sales tax amount $202,000
Number of returns with real estate taxes 550
Real estate taxes amount $4,230,000
Number of returns with taxes paid 730
Taxes paid amount $5,178,000
Number of returns with mortgage interest paid 410
Mortgage interest paid amount $2,559,000
Number of returns with contributions 530
Contributions amount $996,000
Number of returns with taxable income 2,820
Taxable income amount $57,418,000
Number of returns with income tax before credits 2,810
Income tax before credits amount $7,155,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,120
Total tax credits amount $982,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $78,000
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $255,000
Number of returns with retirement savings contribution credit 380
Retirement savings contribution credit amount $81,000
Number of returns with child tax credit 600
Child tax credit amount $551,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 280
Self-employment tax amount $711,000
Number of returns with total tax payments 2,890
Total tax payments amount $12,743,000
Number of returns with earned income credit 550
Earned income credit amount [8] $1,099,000
Number of returns with excess earned income credit 440
Excess earned income credit (refundable) amount [9] $859,000
Number of returns with additional child tax credit 460
Additional child tax credit amount $622,000
Number of returns with refundable education credit 170
Refundable education credit amount $145,000
Number of returns with income tax 2,370
Income tax amount [10] $6,174,000
Number of returns with tax liability 2,500
Total tax liability amount [11] $7,004,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 430
Tax due at time of filing amount [12] $675,000
Number of returns with overpayments refunded 2,490
Overpayments refunded amount [13] $6,316,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $64,000

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

Number of returns 2,060
Number of single returns 1,030
Number of joint returns 670
Number of head of household returns 290
Number of returns with paid preparer's signature 1,260
Number of exemptions 3,930
Number of dependents 1,200
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 190
Number of elderly returns [4] 550
Adjust gross income (AGI) [5] $126,745,000
Number of returns with total income 2,060
Salaries and wages amount $128,396,000
Number of returns with salaries and wages 1,790
Salaries and wages amount $100,547
Number of returns with taxable interest 620
Taxable interest amount $494
Number of returns with ordinary dividends 460
Ordinary dividends amount $1,473,000
Number of returns with qualified dividends 430
Qualified dividends amount [6] $983
Number of returns with state and local income tax refunds 490
State and local income tax refunds amount $343
Number of returns with business or professional net income (less loss) 260
Business or professional net income (less loss) amount $3,155,000
Number of returns with net capital gain (less loss) 360
Net capital gain (less loss) amount $770,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $3,450,000
Number of returns with taxable pensions and annuities 430
Taxable pensions and annuities amount $9,331,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $749,000
Number of returns with taxable Social Security benefits 390
Taxable Social Security benefits amount $6,595,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,036,000
Number of returns with total statutory adjustments 610
Total statutory adjustments amount $1,651,000
Number of returns with educator expenses 110
Educator expenses amount $26,000
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 $261,000
Number of returns with IRA payments 60
IRA payments amount $316,000
Number of returns with student loan interest deduction 300
Student loan interest deduction amount $378,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $59,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 990
Total itemized deductions amount $19,418,000
Amount of AGI for itemized returns $61,875,000
Number of returns with State and local income taxes 820
State and local income taxes amount $1,863,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $161,000
Number of returns with real estate taxes 880
Real estate taxes amount $6,450,000
Number of returns with taxes paid 990
Taxes paid amount $8,634,000
Number of returns with mortgage interest paid 720
Mortgage interest paid amount $4,267,000
Number of returns with contributions 810
Contributions amount $1,725,000
Number of returns with taxable income 2,040
Taxable income amount $82,275,000
Number of returns with income tax before credits 2,040
Income tax before credits amount $11,911,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 750
Total tax credits amount $987,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $57,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $217,000
Number of returns with retirement savings contribution credit 110
Retirement savings contribution credit amount $18,000
Number of returns with child tax credit 460
Child tax credit amount $665,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $10,000
Number of returns with self-employment tax 200
Self-employment tax amount $576,000
Number of returns with total tax payments 2,030
Total tax payments amount $15,140,000
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 90
Additional child tax credit amount $119,000
Number of returns with refundable education credit 130
Refundable education credit amount $130,000
Number of returns with income tax 1,960
Income tax amount [10] $10,924,000
Number of returns with tax liability 1,990
Total tax liability amount [11] $11,600,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 430
Tax due at time of filing amount [12] $986,000
Number of returns with overpayments refunded 1,600
Overpayments refunded amount [13] $4,450,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $43,000

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

Number of returns 1,360
Number of single returns 450
Number of joint returns 720
Number of head of household returns 150
Number of returns with paid preparer's signature 860
Number of exemptions 3,010
Number of dependents 920
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] 100
Number of elderly returns [4] 440
Adjust gross income (AGI) [5] $118,177,000
Number of returns with total income 1,360
Salaries and wages amount $119,429,000
Number of returns with salaries and wages 1,180
Salaries and wages amount $91,844
Number of returns with taxable interest 580
Taxable interest amount $811
Number of returns with ordinary dividends 420
Ordinary dividends amount $1,435,000
Number of returns with qualified dividends 390
Qualified dividends amount [6] $1,057
Number of returns with state and local income tax refunds 510
State and local income tax refunds amount $438
Number of returns with business or professional net income (less loss) 190
Business or professional net income (less loss) amount $3,025,000
Number of returns with net capital gain (less loss) 350
Net capital gain (less loss) amount $1,598,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $3,506,000
Number of returns with taxable pensions and annuities 330
Taxable pensions and annuities amount $8,880,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $529,000
Number of returns with taxable Social Security benefits 310
Taxable Social Security benefits amount $6,790,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $352,000
Number of returns with total statutory adjustments 380
Total statutory adjustments amount $1,252,000
Number of returns with educator expenses 70
Educator expenses amount $20,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $152,000
Number of returns with IRA payments 30
IRA payments amount $191,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $159,000
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 890
Total itemized deductions amount $19,897,000
Amount of AGI for itemized returns $77,595,000
Number of returns with State and local income taxes 780
State and local income taxes amount $2,456,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $137,000
Number of returns with real estate taxes 820
Real estate taxes amount $6,780,000
Number of returns with taxes paid 890
Taxes paid amount $9,587,000
Number of returns with mortgage interest paid 670
Mortgage interest paid amount $4,509,000
Number of returns with contributions 750
Contributions amount $1,801,000
Number of returns with taxable income 1,360
Taxable income amount $81,279,000
Number of returns with income tax before credits 1,350
Income tax before credits amount $12,497,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 550
Total tax credits amount $884,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $36,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $58,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $187,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 340
Child tax credit amount $512,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $44,000
Number of returns with self-employment tax 150
Self-employment tax amount $563,000
Number of returns with total tax payments 1,350
Total tax payments amount $15,053,000
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 110
Refundable education credit amount $103,000
Number of returns with income tax 1,340
Income tax amount [10] $11,613,000
Number of returns with tax liability 1,350
Total tax liability amount [11] $12,289,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 360
Tax due at time of filing amount [12] $1,008,000
Number of returns with overpayments refunded 970
Overpayments refunded amount [13] $3,650,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $98,000

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

Number of returns 2,810
Number of single returns 410
Number of joint returns 2,230
Number of head of household returns 160
Number of returns with paid preparer's signature 1,730
Number of exemptions 7,650
Number of dependents 2,620
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 140
Number of elderly returns [4] 820
Adjust gross income (AGI) [5] $392,263,000
Number of returns with total income 2,810
Salaries and wages amount $396,246,000
Number of returns with salaries and wages 2,510
Salaries and wages amount $311,101
Number of returns with taxable interest 1,470
Taxable interest amount $1,723
Number of returns with ordinary dividends 1,190
Ordinary dividends amount $6,101,000
Number of returns with qualified dividends 1,110
Qualified dividends amount [6] $4,456
Number of returns with state and local income tax refunds 1,430
State and local income tax refunds amount $1,853
Number of returns with business or professional net income (less loss) 490
Business or professional net income (less loss) amount $7,930,000
Number of returns with net capital gain (less loss) 980
Net capital gain (less loss) amount $6,797,000
Number of returns with taxable individual retirement arrangements distributions 480
Taxable individual retirement arrangements distributions amount $12,523,000
Number of returns with taxable pensions and annuities 710
Taxable pensions and annuities amount $26,273,000
Number of farm returns 0
Number of returns with unemployment compensation 190
Unemployment compensation amount [7] $1,402,000
Number of returns with taxable Social Security benefits 570
Taxable Social Security benefits amount $14,955,000
Number of returns with partnership/S-corp net income (less loss) 240
Partnership/S-corp net income (less loss) amount $4,093,000
Number of returns with total statutory adjustments 980
Total statutory adjustments amount $3,983,000
Number of returns with educator expenses 230
Educator expenses amount $63,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $721,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $725,000
Number of returns with IRA payments 130
IRA payments amount $771,000
Number of returns with student loan interest deduction 300
Student loan interest deduction amount $370,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $109,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,490
Total itemized deductions amount $72,924,000
Amount of AGI for itemized returns $352,339,000
Number of returns with State and local income taxes 2,380
State and local income taxes amount $14,712,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $190,000
Number of returns with real estate taxes 2,370
Real estate taxes amount $25,331,000
Number of returns with taxes paid 2,490
Taxes paid amount $40,805,000
Number of returns with mortgage interest paid 2,010
Mortgage interest paid amount $16,271,000
Number of returns with contributions 2,180
Contributions amount $6,704,000
Number of returns with taxable income 2,800
Taxable income amount $284,997,000
Number of returns with income tax before credits 2,800
Income tax before credits amount $49,382,000
Number of returns with alternative minimum tax 180
Alternative minimum tax amount $301,000
Number of returns with total tax credits 1,270
Total tax credits amount $1,470,000
Number of returns with foreign tax credit 420
Foreign tax credit amount $92,000
Number of returns with child and dependent care credit 320
Child and dependent care credit amount $184,000
Number of returns with nonrefundable education credit 280
Nonrefundable education credit amount $442,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 490
Child tax credit amount $581,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $70,000
Number of returns with self-employment tax 370
Self-employment tax amount $1,385,000
Number of returns with total tax payments 2,800
Total tax payments amount $56,225,000
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 250
Refundable education credit amount $263,000
Number of returns with income tax 2,790
Income tax amount [10] $47,912,000
Number of returns with tax liability 2,790
Total tax liability amount [11] $49,658,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 790
Tax due at time of filing amount [12] $3,160,000
Number of returns with overpayments refunded 1,920
Overpayments refunded amount [13] $9,212,000
Number of returns with credit to next year’s estimated tax 130
Credited to next year’s estimated tax amount $470,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,070
Number of single returns 80
Number of joint returns 970
Number of head of household returns 0
Number of returns with paid preparer's signature 720
Number of exemptions 3,380
Number of dependents 1,340
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 0
Number of elderly returns [4] 230
Adjust gross income (AGI) [5] $339,823,000
Number of returns with total income 1,070
Salaries and wages amount $343,561,000
Number of returns with salaries and wages 1,000
Salaries and wages amount $265,163
Number of returns with taxable interest 770
Taxable interest amount $1,327
Number of returns with ordinary dividends 690
Ordinary dividends amount $7,598,000
Number of returns with qualified dividends 660
Qualified dividends amount [6] $6,192
Number of returns with state and local income tax refunds 520
State and local income tax refunds amount $1,453
Number of returns with business or professional net income (less loss) 210
Business or professional net income (less loss) amount $8,439,000
Number of returns with net capital gain (less loss) 630
Net capital gain (less loss) amount $18,688,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $7,475,000
Number of returns with taxable pensions and annuities 200
Taxable pensions and annuities amount $9,852,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $371,000
Number of returns with taxable Social Security benefits 130
Taxable Social Security benefits amount $3,784,000
Number of returns with partnership/S-corp net income (less loss) 190
Partnership/S-corp net income (less loss) amount $17,413,000
Number of returns with total statutory adjustments 290
Total statutory adjustments amount $3,738,000
Number of returns with educator expenses 50
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $1,345,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $690,000
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 1,060
Total itemized deductions amount $49,377,000
Amount of AGI for itemized returns $335,649,000
Number of returns with State and local income taxes 1,050
State and local income taxes amount $20,117,000
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 1,010
Real estate taxes amount $14,457,000
Number of returns with taxes paid 1,060
Taxes paid amount $35,051,000
Number of returns with mortgage interest paid 850
Mortgage interest paid amount $8,171,000
Number of returns with contributions 970
Contributions amount $5,377,000
Number of returns with taxable income 1,070
Taxable income amount $279,072,000
Number of returns with income tax before credits 1,070
Income tax before credits amount $70,489,000
Number of returns with alternative minimum tax 820
Alternative minimum tax amount $4,369,000
Number of returns with total tax credits 470
Total tax credits amount $663,000
Number of returns with foreign tax credit 310
Foreign tax credit amount $495,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $81,000
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 30
Residential energy tax credit amount $10,000
Number of returns with self-employment tax 180
Self-employment tax amount $1,372,000
Number of returns with total tax payments 1,070
Total tax payments amount $68,702,000
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 1,070
Income tax amount [10] $69,826,000
Number of returns with tax liability 1,070
Total tax liability amount [11] $72,502,000
Number of returns with net investment income tax 490
Net investment income tax $536,000
Number of returns with tax due at time of filing 540
Tax due at time of filing amount [12] $7,943,000
Number of returns with overpayments refunded 460
Overpayments refunded amount [13] $2,974,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $1,082,000

[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.