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ZIP Code Database - Facts & Stats

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ZIP Code 08620 Income Tax Stats

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

ZIP Code 08620 Data

Zip Code:08620
City:Trenton
State:NJ [New Jersey]
Counties: MERCER, NJ
City Alias(es):Trenton
Area Code:609
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





08620 Income Tax Overview

Total Number of Tax Returns for ZIP Code 08620 [1] 6,210
Total Number of Single Tax Returns for ZIP Code 08620 2,290
Total Number of Joint Tax Returns for ZIP Code 08620 2,560
Total Number of Dependents for ZIP Code 08620 2,960
Total Adjusted Gross Income for ZIP Code 08620 $477,318,000
Average Income per Person for ZIP Code 08620 $32,486
Average Income per Household for ZIP Code 08620 $76,863

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 1,580
Number of single returns 1,330
Number of joint returns 130
Number of head of household returns 90
Number of returns with paid preparer's signature 730
Number of exemptions 1,450
Number of dependents 270
Total number of volunteer prepared returns [5] 60
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] 140
Number of elderly returns [4] 330
Adjust gross income (AGI) [5] $18,462,000
Number of returns with total income 1,580
Salaries and wages amount $18,821,000
Number of returns with salaries and wages 1,230
Salaries and wages amount $13,548
Number of returns with taxable interest 310
Taxable interest amount $167
Number of returns with ordinary dividends 220
Ordinary dividends amount $192,000
Number of returns with qualified dividends 190
Qualified dividends amount [6] $125
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 140
Business or professional net income (less loss) amount $995,000
Number of returns with net capital gain (less loss) 150
Net capital gain (less loss) amount $92,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $603,000
Number of returns with taxable pensions and annuities 250
Taxable pensions and annuities amount $2,705,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $279,000
Number of returns with taxable Social Security benefits 110
Taxable Social Security benefits amount $181,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $257,000
Number of returns with total statutory adjustments 220
Total statutory adjustments amount $359,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 20
IRA payments amount $79,000
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $102,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $57,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 160
Total itemized deductions amount $2,238,000
Amount of AGI for itemized returns $2,383,000
Number of returns with State and local income taxes 40
State and local income taxes amount $21,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $58,000
Number of returns with real estate taxes 120
Real estate taxes amount $761,000
Number of returns with taxes paid 160
Taxes paid amount $856,000
Number of returns with mortgage interest paid 50
Mortgage interest paid amount $249,000
Number of returns with contributions 110
Contributions amount $143,000
Number of returns with taxable income 770
Taxable income amount $4,776,000
Number of returns with income tax before credits 760
Income tax before credits amount $507,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 150
Total tax credits amount $61,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $39,000
Number of returns with retirement savings contribution credit 50
Retirement savings contribution credit amount $7,000
Number of returns with child tax credit 20
Child tax credit amount $8,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 120
Self-employment tax amount $179,000
Number of returns with total tax payments 1,430
Total tax payments amount $2,287,000
Number of returns with earned income credit 300
Earned income credit amount [8] $568,000
Number of returns with excess earned income credit 250
Excess earned income credit (refundable) amount [9] $490,000
Number of returns with additional child tax credit 120
Additional child tax credit amount $159,000
Number of returns with refundable education credit 50
Refundable education credit amount $42,000
Number of returns with income tax 670
Income tax amount [10] $446,000
Number of returns with tax liability 770
Total tax liability amount [11] $650,000
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] $104,000
Number of returns with overpayments refunded 1,360
Overpayments refunded amount [13] $1,726,000
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 1,210
Number of single returns 810
Number of joint returns 200
Number of head of household returns 170
Number of returns with paid preparer's signature 620
Number of exemptions 1,760
Number of dependents 370
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 140
Number of elderly returns [4] 290
Adjust gross income (AGI) [5] $44,905,000
Number of returns with total income 1,210
Salaries and wages amount $45,438,000
Number of returns with salaries and wages 990
Salaries and wages amount $34,537
Number of returns with taxable interest 320
Taxable interest amount $248
Number of returns with ordinary dividends 190
Ordinary dividends amount $308,000
Number of returns with qualified dividends 170
Qualified dividends amount [6] $203
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $51
Number of returns with business or professional net income (less loss) 120
Business or professional net income (less loss) amount $1,425,000
Number of returns with net capital gain (less loss) 130
Net capital gain (less loss) amount $233,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $955,000
Number of returns with taxable pensions and annuities 250
Taxable pensions and annuities amount $5,014,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $378,000
Number of returns with taxable Social Security benefits 250
Taxable Social Security benefits amount $1,944,000
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 280
Total statutory adjustments amount $533,000
Number of returns with educator expenses 40
Educator expenses amount $9,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $301,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $209,000
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 350
Total itemized deductions amount $5,977,000
Amount of AGI for itemized returns $13,432,000
Number of returns with State and local income taxes 200
State and local income taxes amount $243,000
Number of returns with State and local general sales tax 150
State and local general sales tax amount $157,000
Number of returns with real estate taxes 270
Real estate taxes amount $1,818,000
Number of returns with taxes paid 350
Taxes paid amount $2,239,000
Number of returns with mortgage interest paid 180
Mortgage interest paid amount $1,088,000
Number of returns with contributions 280
Contributions amount $542,000
Number of returns with taxable income 1,170
Taxable income amount $25,490,000
Number of returns with income tax before credits 1,160
Income tax before credits amount $3,227,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 330
Total tax credits amount $272,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $28,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $87,000
Number of returns with retirement savings contribution credit 120
Retirement savings contribution credit amount $21,000
Number of returns with child tax credit 140
Child tax credit amount $123,000
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 $238,000
Number of returns with total tax payments 1,180
Total tax payments amount $5,191,000
Number of returns with earned income credit 150
Earned income credit amount [8] $292,000
Number of returns with excess earned income credit 120
Excess earned income credit (refundable) amount [9] $232,000
Number of returns with additional child tax credit 110
Additional child tax credit amount $114,000
Number of returns with refundable education credit 60
Refundable education credit amount $49,000
Number of returns with income tax 1,050
Income tax amount [10] $2,955,000
Number of returns with tax liability 1,080
Total tax liability amount [11] $3,249,000
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] $303,000
Number of returns with overpayments refunded 1,020
Overpayments refunded amount [13] $2,220,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $46,000

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

Number of returns 1,000
Number of single returns 510
Number of joint returns 320
Number of head of household returns 130
Number of returns with paid preparer's signature 570
Number of exemptions 1,720
Number of dependents 400
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 80
Number of elderly returns [4] 340
Adjust gross income (AGI) [5] $61,542,000
Number of returns with total income 1,000
Salaries and wages amount $62,103,000
Number of returns with salaries and wages 800
Salaries and wages amount $42,815
Number of returns with taxable interest 360
Taxable interest amount $424
Number of returns with ordinary dividends 250
Ordinary dividends amount $524,000
Number of returns with qualified dividends 230
Qualified dividends amount [6] $382
Number of returns with state and local income tax refunds 260
State and local income tax refunds amount $166
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $1,087,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $443,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $1,730,000
Number of returns with taxable pensions and annuities 300
Taxable pensions and annuities amount $9,117,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $397,000
Number of returns with taxable Social Security benefits 280
Taxable Social Security benefits amount $4,699,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $361,000
Number of returns with total statutory adjustments 260
Total statutory adjustments amount $561,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 40
IRA payments amount $181,000
Number of returns with student loan interest deduction 140
Student loan interest deduction amount $168,000
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 490
Total itemized deductions amount $8,834,000
Amount of AGI for itemized returns $30,882,000
Number of returns with State and local income taxes 370
State and local income taxes amount $892,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $127,000
Number of returns with real estate taxes 440
Real estate taxes amount $3,053,000
Number of returns with taxes paid 490
Taxes paid amount $4,158,000
Number of returns with mortgage interest paid 330
Mortgage interest paid amount $1,946,000
Number of returns with contributions 400
Contributions amount $844,000
Number of returns with taxable income 990
Taxable income amount $41,127,000
Number of returns with income tax before credits 990
Income tax before credits amount $5,930,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 290
Total tax credits amount $363,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $22,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $87,000
Number of returns with retirement savings contribution credit 30
Retirement savings contribution credit amount $5,000
Number of returns with child tax credit 170
Child tax credit amount $230,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $16,000
Number of returns with self-employment tax 80
Self-employment tax amount $181,000
Number of returns with total tax payments 990
Total tax payments amount $7,467,000
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 20
Additional child tax credit amount $20,000
Number of returns with refundable education credit 40
Refundable education credit amount $47,000
Number of returns with income tax 970
Income tax amount [10] $5,567,000
Number of returns with tax liability 980
Total tax liability amount [11] $5,792,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 200
Tax due at time of filing amount [12] $405,000
Number of returns with overpayments refunded 790
Overpayments refunded amount [13] $2,054,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 690
Number of single returns 190
Number of joint returns 410
Number of head of household returns 60
Number of returns with paid preparer's signature 450
Number of exemptions 1,480
Number of dependents 380
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] 40
Number of elderly returns [4] 240
Adjust gross income (AGI) [5] $59,897,000
Number of returns with total income 690
Salaries and wages amount $60,409,000
Number of returns with salaries and wages 560
Salaries and wages amount $41,773
Number of returns with taxable interest 340
Taxable interest amount $316
Number of returns with ordinary dividends 250
Ordinary dividends amount $465,000
Number of returns with qualified dividends 230
Qualified dividends amount [6] $357
Number of returns with state and local income tax refunds 290
State and local income tax refunds amount $261
Number of returns with business or professional net income (less loss) 90
Business or professional net income (less loss) amount $1,116,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $442,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $1,591,000
Number of returns with taxable pensions and annuities 240
Taxable pensions and annuities amount $9,171,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $325,000
Number of returns with taxable Social Security benefits 210
Taxable Social Security benefits amount $4,551,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $236,000
Number of returns with total statutory adjustments 180
Total statutory adjustments amount $512,000
Number of returns with educator expenses 40
Educator expenses amount $9,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $85,000
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 470
Total itemized deductions amount $9,986,000
Amount of AGI for itemized returns $41,692,000
Number of returns with State and local income taxes 410
State and local income taxes amount $1,324,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $82,000
Number of returns with real estate taxes 450
Real estate taxes amount $3,341,000
Number of returns with taxes paid 470
Taxes paid amount $4,820,000
Number of returns with mortgage interest paid 390
Mortgage interest paid amount $2,676,000
Number of returns with contributions 400
Contributions amount $935,000
Number of returns with taxable income 680
Taxable income amount $41,470,000
Number of returns with income tax before credits 680
Income tax before credits amount $6,284,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 250
Total tax credits amount $386,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $37,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $74,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 160
Child tax credit amount $254,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 60
Self-employment tax amount $198,000
Number of returns with total tax payments 680
Total tax payments amount $7,700,000
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 30
Refundable education credit amount $34,000
Number of returns with income tax 680
Income tax amount [10] $5,898,000
Number of returns with tax liability 680
Total tax liability amount [11] $6,137,000
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] $345,000
Number of returns with overpayments refunded 520
Overpayments refunded amount [13] $1,818,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $77,000

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

Number of returns 1,440
Number of single returns 160
Number of joint returns 1,230
Number of head of household returns 60
Number of returns with paid preparer's signature 940
Number of exemptions 3,870
Number of dependents 1,210
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] 80
Number of elderly returns [4] 470
Adjust gross income (AGI) [5] $196,767,000
Number of returns with total income 1,440
Salaries and wages amount $198,574,000
Number of returns with salaries and wages 1,270
Salaries and wages amount $148,696
Number of returns with taxable interest 740
Taxable interest amount $905
Number of returns with ordinary dividends 600
Ordinary dividends amount $1,736,000
Number of returns with qualified dividends 550
Qualified dividends amount [6] $1,325
Number of returns with state and local income tax refunds 730
State and local income tax refunds amount $830
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $4,839,000
Number of returns with net capital gain (less loss) 440
Net capital gain (less loss) amount $2,355,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $3,851,000
Number of returns with taxable pensions and annuities 500
Taxable pensions and annuities amount $24,503,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $739,000
Number of returns with taxable Social Security benefits 350
Taxable Social Security benefits amount $8,863,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $1,238,000
Number of returns with total statutory adjustments 490
Total statutory adjustments amount $1,807,000
Number of returns with educator expenses 120
Educator expenses amount $35,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $766,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $565,000
Number of returns with IRA payments 40
IRA payments amount $251,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $225,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $58,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,270
Total itemized deductions amount $33,328,000
Amount of AGI for itemized returns $176,544,000
Number of returns with State and local income taxes 1,200
State and local income taxes amount $6,931,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $129,000
Number of returns with real estate taxes 1,230
Real estate taxes amount $10,813,000
Number of returns with taxes paid 1,270
Taxes paid amount $18,031,000
Number of returns with mortgage interest paid 1,080
Mortgage interest paid amount $8,557,000
Number of returns with contributions 1,150
Contributions amount $2,960,000
Number of returns with taxable income 1,440
Taxable income amount $145,601,000
Number of returns with income tax before credits 1,440
Income tax before credits amount $24,925,000
Number of returns with alternative minimum tax 60
Alternative minimum tax amount $99,000
Number of returns with total tax credits 630
Total tax credits amount $790,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 200
Child and dependent care credit amount $130,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $236,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 260
Child tax credit amount $307,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $67,000
Number of returns with self-employment tax 180
Self-employment tax amount $736,000
Number of returns with total tax payments 1,440
Total tax payments amount $28,367,000
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 150
Refundable education credit amount $139,000
Number of returns with income tax 1,440
Income tax amount [10] $24,136,000
Number of returns with tax liability 1,440
Total tax liability amount [11] $24,968,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 380
Tax due at time of filing amount [12] $1,400,000
Number of returns with overpayments refunded 1,040
Overpayments refunded amount [13] $4,519,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $260,000

Adjusted Gross Income: $200,000 or more

Number of returns 290
Number of single returns 0
Number of joint returns 270
Number of head of household returns 0
Number of returns with paid preparer's signature 210
Number of exemptions 890
Number of dependents 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] 0
Number of elderly returns [4] 80
Adjust gross income (AGI) [5] $95,745,000
Number of returns with total income 290
Salaries and wages amount $97,317,000
Number of returns with salaries and wages 280
Salaries and wages amount $66,883
Number of returns with taxable interest 210
Taxable interest amount $394
Number of returns with ordinary dividends 200
Ordinary dividends amount $1,314,000
Number of returns with qualified dividends 190
Qualified dividends amount [6] $959
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $364
Number of returns with business or professional net income (less loss) 60
Business or professional net income (less loss) amount $3,890,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $5,365,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $1,456,000
Number of returns with taxable pensions and annuities 90
Taxable pensions and annuities amount $4,867,000
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 40
Taxable Social Security benefits amount $928,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $7,909,000
Number of returns with total statutory adjustments 100
Total statutory adjustments amount $1,572,000
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 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 290
Total itemized deductions amount $15,156,000
Amount of AGI for itemized returns $94,716,000
Number of returns with State and local income taxes 280
State and local income taxes amount $5,589,000
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 280
Real estate taxes amount $3,991,000
Number of returns with taxes paid 290
Taxes paid amount $9,627,000
Number of returns with mortgage interest paid 240
Mortgage interest paid amount $2,747,000
Number of returns with contributions 270
Contributions amount $1,505,000
Number of returns with taxable income 290
Taxable income amount $77,585,000
Number of returns with income tax before credits 290
Income tax before credits amount $19,940,000
Number of returns with alternative minimum tax 190
Alternative minimum tax amount $1,191,000
Number of returns with total tax credits 110
Total tax credits amount $87,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $49,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $18,000
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 50
Self-employment tax amount $494,000
Number of returns with total tax payments 290
Total tax payments amount $19,822,000
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 290
Income tax amount [10] $19,742,000
Number of returns with tax liability 290
Total tax liability amount [11] $20,668,000
Number of returns with net investment income tax 120
Net investment income tax $112,000
Number of returns with tax due at time of filing 150
Tax due at time of filing amount [12] $2,070,000
Number of returns with overpayments refunded 120
Overpayments refunded amount [13] $727,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $472,000

[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.