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ZIP Code Database - Facts & Stats

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ZIP Code 08742 Income Tax Stats

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

ZIP Code 08742 Data

Zip Code:08742
City:Point Pleasant Beach
State:NJ [New Jersey]
Counties: OCEAN, NJ
City Alias(es):Point Pleasant Beach
Area Code:732 / 848
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





08742 Income Tax Overview

Total Number of Tax Returns for ZIP Code 08742 [1] 13,510
Total Number of Single Tax Returns for ZIP Code 08742 4,290
Total Number of Joint Tax Returns for ZIP Code 08742 5,090
Total Number of Dependents for ZIP Code 08742 6,700
Total Adjusted Gross Income for ZIP Code 08742 $1,248,027,000
Average Income per Person for ZIP Code 08742 $51,138
Average Income per Household for ZIP Code 08742 $92,378

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 3,850
Number of single returns 3,260
Number of joint returns 270
Number of head of household returns 280
Number of returns with paid preparer's signature 2,060
Number of exemptions 3,310
Number of dependents 640
Total number of volunteer prepared returns [5] 170
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 120
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 270
Number of elderly returns [4] 800
Adjust gross income (AGI) [5] $41,227,000
Number of returns with total income 3,850
Salaries and wages amount $42,618,000
Number of returns with salaries and wages 2,950
Salaries and wages amount $29,874
Number of returns with taxable interest 830
Taxable interest amount $588
Number of returns with ordinary dividends 680
Ordinary dividends amount $1,308,000
Number of returns with qualified dividends 620
Qualified dividends amount [6] $895
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $32
Number of returns with business or professional net income (less loss) 450
Business or professional net income (less loss) amount $3,634,000
Number of returns with net capital gain (less loss) 520
Net capital gain (less loss) amount $575,000
Number of returns with taxable individual retirement arrangements distributions 280
Taxable individual retirement arrangements distributions amount $1,731,000
Number of returns with taxable pensions and annuities 490
Taxable pensions and annuities amount $4,273,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $574,000
Number of returns with taxable Social Security benefits 230
Taxable Social Security benefits amount $512,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $8,000
Number of returns with total statutory adjustments 610
Total statutory adjustments amount $1,391,000
Number of returns with educator expenses 30
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $273,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $236,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $119,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 490
Total itemized deductions amount $8,683,000
Amount of AGI for itemized returns $6,544,000
Number of returns with State and local income taxes 120
State and local income taxes amount $178,000
Number of returns with State and local general sales tax 300
State and local general sales tax amount $167,000
Number of returns with real estate taxes 420
Real estate taxes amount $2,921,000
Number of returns with taxes paid 480
Taxes paid amount $3,288,000
Number of returns with mortgage interest paid 230
Mortgage interest paid amount $1,512,000
Number of returns with contributions 290
Contributions amount $329,000
Number of returns with taxable income 1,720
Taxable income amount $10,140,000
Number of returns with income tax before credits 1,650
Income tax before credits amount $1,055,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 300
Total tax credits amount $107,000
Number of returns with foreign tax credit 40
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 110
Nonrefundable education credit amount $71,000
Number of returns with retirement savings contribution credit 100
Retirement savings contribution credit amount $17,000
Number of returns with child tax credit 50
Child tax credit amount $13,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 380
Self-employment tax amount $597,000
Number of returns with total tax payments 3,380
Total tax payments amount $4,765,000
Number of returns with earned income credit 670
Earned income credit amount [8] $1,028,000
Number of returns with excess earned income credit 520
Excess earned income credit (refundable) amount [9] $805,000
Number of returns with additional child tax credit 240
Additional child tax credit amount $270,000
Number of returns with refundable education credit 120
Refundable education credit amount $98,000
Number of returns with income tax 1,480
Income tax amount [10] $948,000
Number of returns with tax liability 1,800
Total tax liability amount [11] $1,618,000
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] $346,000
Number of returns with overpayments refunded 3,110
Overpayments refunded amount [13] $3,358,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $72,000

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

Number of returns 2,350
Number of single returns 1,560
Number of joint returns 420
Number of head of household returns 310
Number of returns with paid preparer's signature 1,310
Number of exemptions 3,690
Number of dependents 960
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] 260
Number of elderly returns [4] 620
Adjust gross income (AGI) [5] $86,773,000
Number of returns with total income 2,350
Salaries and wages amount $88,678,000
Number of returns with salaries and wages 1,840
Salaries and wages amount $61,864
Number of returns with taxable interest 650
Taxable interest amount $532
Number of returns with ordinary dividends 500
Ordinary dividends amount $1,647,000
Number of returns with qualified dividends 470
Qualified dividends amount [6] $1,228
Number of returns with state and local income tax refunds 220
State and local income tax refunds amount $115
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $5,056,000
Number of returns with net capital gain (less loss) 380
Net capital gain (less loss) amount $736,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $2,849,000
Number of returns with taxable pensions and annuities 460
Taxable pensions and annuities amount $8,898,000
Number of farm returns 0
Number of returns with unemployment compensation 160
Unemployment compensation amount [7] $1,247,000
Number of returns with taxable Social Security benefits 480
Taxable Social Security benefits amount $3,857,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $880,000
Number of returns with total statutory adjustments 670
Total statutory adjustments amount $1,905,000
Number of returns with educator expenses 50
Educator expenses amount $13,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $221,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $580,000
Number of returns with IRA payments 60
IRA payments amount $292,000
Number of returns with student loan interest deduction 350
Student loan interest deduction amount $457,000
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 690
Total itemized deductions amount $12,706,000
Amount of AGI for itemized returns $26,722,000
Number of returns with State and local income taxes 380
State and local income taxes amount $603,000
Number of returns with State and local general sales tax 280
State and local general sales tax amount $219,000
Number of returns with real estate taxes 580
Real estate taxes amount $3,911,000
Number of returns with taxes paid 690
Taxes paid amount $4,789,000
Number of returns with mortgage interest paid 410
Mortgage interest paid amount $2,680,000
Number of returns with contributions 550
Contributions amount $837,000
Number of returns with taxable income 2,230
Taxable income amount $47,536,000
Number of returns with income tax before credits 2,200
Income tax before credits amount $5,974,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 640
Total tax credits amount $497,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $32,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $170,000
Number of returns with retirement savings contribution credit 180
Retirement savings contribution credit amount $34,000
Number of returns with child tax credit 280
Child tax credit amount $250,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 270
Self-employment tax amount $838,000
Number of returns with total tax payments 2,240
Total tax payments amount $9,441,000
Number of returns with earned income credit 250
Earned income credit amount [8] $465,000
Number of returns with excess earned income credit 170
Excess earned income credit (refundable) amount [9] $332,000
Number of returns with additional child tax credit 200
Additional child tax credit amount $276,000
Number of returns with refundable education credit 90
Refundable education credit amount $85,000
Number of returns with income tax 2,000
Income tax amount [10] $5,478,000
Number of returns with tax liability 2,090
Total tax liability amount [11] $6,419,000
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] $898,000
Number of returns with overpayments refunded 1,850
Overpayments refunded amount [13] $3,790,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $97,000

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

Number of returns 1,870
Number of single returns 1,060
Number of joint returns 530
Number of head of household returns 220
Number of returns with paid preparer's signature 1,190
Number of exemptions 3,200
Number of dependents 800
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 160
Number of elderly returns [4] 620
Adjust gross income (AGI) [5] $116,415,000
Number of returns with total income 1,870
Salaries and wages amount $118,550,000
Number of returns with salaries and wages 1,490
Salaries and wages amount $81,089
Number of returns with taxable interest 720
Taxable interest amount $687
Number of returns with ordinary dividends 570
Ordinary dividends amount $2,132,000
Number of returns with qualified dividends 540
Qualified dividends amount [6] $1,650
Number of returns with state and local income tax refunds 460
State and local income tax refunds amount $333
Number of returns with business or professional net income (less loss) 290
Business or professional net income (less loss) amount $5,153,000
Number of returns with net capital gain (less loss) 430
Net capital gain (less loss) amount $1,526,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $3,408,000
Number of returns with taxable pensions and annuities 490
Taxable pensions and annuities amount $13,968,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $670,000
Number of returns with taxable Social Security benefits 480
Taxable Social Security benefits amount $7,815,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $1,217,000
Number of returns with total statutory adjustments 700
Total statutory adjustments amount $2,135,000
Number of returns with educator expenses 190
Educator expenses amount $47,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $472,000
Number of returns with IRA payments 50
IRA payments amount $197,000
Number of returns with student loan interest deduction 320
Student loan interest deduction amount $382,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $82,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 920
Total itemized deductions amount $18,131,000
Amount of AGI for itemized returns $58,270,000
Number of returns with State and local income taxes 690
State and local income taxes amount $1,612,000
Number of returns with State and local general sales tax 220
State and local general sales tax amount $244,000
Number of returns with real estate taxes 830
Real estate taxes amount $5,634,000
Number of returns with taxes paid 920
Taxes paid amount $7,577,000
Number of returns with mortgage interest paid 640
Mortgage interest paid amount $4,512,000
Number of returns with contributions 810
Contributions amount $1,356,000
Number of returns with taxable income 1,850
Taxable income amount $77,639,000
Number of returns with income tax before credits 1,840
Income tax before credits amount $11,312,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 560
Total tax credits amount $695,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $45,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $164,000
Number of returns with retirement savings contribution credit 50
Retirement savings contribution credit amount $9,000
Number of returns with child tax credit 310
Child tax credit amount $439,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $20,000
Number of returns with self-employment tax 240
Self-employment tax amount $903,000
Number of returns with total tax payments 1,820
Total tax payments amount $14,161,000
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 $57,000
Number of returns with refundable education credit 80
Refundable education credit amount $87,000
Number of returns with income tax 1,790
Income tax amount [10] $10,617,000
Number of returns with tax liability 1,810
Total tax liability amount [11] $11,582,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 460
Tax due at time of filing amount [12] $1,341,000
Number of returns with overpayments refunded 1,360
Overpayments refunded amount [13] $3,759,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $125,000

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

Number of returns 1,410
Number of single returns 540
Number of joint returns 700
Number of head of household returns 150
Number of returns with paid preparer's signature 960
Number of exemptions 2,920
Number of dependents 810
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] 550
Adjust gross income (AGI) [5] $122,598,000
Number of returns with total income 1,410
Salaries and wages amount $124,629,000
Number of returns with salaries and wages 1,100
Salaries and wages amount $78,980
Number of returns with taxable interest 650
Taxable interest amount $894
Number of returns with ordinary dividends 580
Ordinary dividends amount $2,543,000
Number of returns with qualified dividends 540
Qualified dividends amount [6] $1,884
Number of returns with state and local income tax refunds 550
State and local income tax refunds amount $530
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $5,287,000
Number of returns with net capital gain (less loss) 450
Net capital gain (less loss) amount $2,498,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $4,516,000
Number of returns with taxable pensions and annuities 470
Taxable pensions and annuities amount $17,069,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $693,000
Number of returns with taxable Social Security benefits 430
Taxable Social Security benefits amount $8,999,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $1,803,000
Number of returns with total statutory adjustments 450
Total statutory adjustments amount $2,031,000
Number of returns with educator expenses 120
Educator expenses amount $30,000
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 $603,000
Number of returns with IRA payments 40
IRA payments amount $229,000
Number of returns with student loan interest deduction 140
Student loan interest deduction amount $160,000
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 980
Total itemized deductions amount $21,425,000
Amount of AGI for itemized returns $85,117,000
Number of returns with State and local income taxes 830
State and local income taxes amount $2,841,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $187,000
Number of returns with real estate taxes 900
Real estate taxes amount $6,672,000
Number of returns with taxes paid 980
Taxes paid amount $9,797,000
Number of returns with mortgage interest paid 740
Mortgage interest paid amount $5,918,000
Number of returns with contributions 860
Contributions amount $1,639,000
Number of returns with taxable income 1,410
Taxable income amount $84,769,000
Number of returns with income tax before credits 1,400
Income tax before credits amount $13,053,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 560
Total tax credits amount $711,000
Number of returns with foreign tax credit 170
Foreign tax credit amount $14,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $42,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $174,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 300
Child tax credit amount $439,000
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 $945,000
Number of returns with total tax payments 1,380
Total tax payments amount $15,708,000
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 100
Refundable education credit amount $97,000
Number of returns with income tax 1,390
Income tax amount [10] $12,342,000
Number of returns with tax liability 1,400
Total tax liability amount [11] $13,454,000
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] $1,467,000
Number of returns with overpayments refunded 980
Overpayments refunded amount [13] $3,501,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $231,000

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

Number of returns 2,910
Number of single returns 490
Number of joint returns 2,230
Number of head of household returns 160
Number of returns with paid preparer's signature 2,160
Number of exemptions 7,590
Number of dependents 2,450
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] 1,000
Adjust gross income (AGI) [5] $405,396,000
Number of returns with total income 2,910
Salaries and wages amount $412,251,000
Number of returns with salaries and wages 2,460
Salaries and wages amount $284,358
Number of returns with taxable interest 1,600
Taxable interest amount $2,129
Number of returns with ordinary dividends 1,320
Ordinary dividends amount $8,172,000
Number of returns with qualified dividends 1,250
Qualified dividends amount [6] $6,465
Number of returns with state and local income tax refunds 1,490
State and local income tax refunds amount $1,902
Number of returns with business or professional net income (less loss) 680
Business or professional net income (less loss) amount $18,534,000
Number of returns with net capital gain (less loss) 1,100
Net capital gain (less loss) amount $8,960,000
Number of returns with taxable individual retirement arrangements distributions 570
Taxable individual retirement arrangements distributions amount $14,566,000
Number of returns with taxable pensions and annuities 920
Taxable pensions and annuities amount $42,948,000
Number of farm returns 0
Number of returns with unemployment compensation 160
Unemployment compensation amount [7] $1,098,000
Number of returns with taxable Social Security benefits 750
Taxable Social Security benefits amount $18,894,000
Number of returns with partnership/S-corp net income (less loss) 340
Partnership/S-corp net income (less loss) amount $6,856,000
Number of returns with total statutory adjustments 1,250
Total statutory adjustments amount $6,855,000
Number of returns with educator expenses 410
Educator expenses amount $119,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $978,000
Number of returns with self-employment health insurance deduction 130
Self-employment health insurance deduction amount $1,499,000
Number of returns with IRA payments 120
IRA payments amount $739,000
Number of returns with student loan interest deduction 330
Student loan interest deduction amount $373,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $115,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,600
Total itemized deductions amount $73,012,000
Amount of AGI for itemized returns $366,790,000
Number of returns with State and local income taxes 2,460
State and local income taxes amount $15,363,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $253,000
Number of returns with real estate taxes 2,470
Real estate taxes amount $21,253,000
Number of returns with taxes paid 2,600
Taxes paid amount $37,243,000
Number of returns with mortgage interest paid 2,130
Mortgage interest paid amount $19,772,000
Number of returns with contributions 2,400
Contributions amount $6,046,000
Number of returns with taxable income 2,910
Taxable income amount $298,021,000
Number of returns with income tax before credits 2,910
Income tax before credits amount $51,835,000
Number of returns with alternative minimum tax 170
Alternative minimum tax amount $416,000
Number of returns with total tax credits 1,250
Total tax credits amount $1,378,000
Number of returns with foreign tax credit 400
Foreign tax credit amount $53,000
Number of returns with child and dependent care credit 330
Child and dependent care credit amount $175,000
Number of returns with nonrefundable education credit 260
Nonrefundable education credit amount $368,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 500
Child tax credit amount $596,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $57,000
Number of returns with self-employment tax 560
Self-employment tax amount $3,002,000
Number of returns with total tax payments 2,890
Total tax payments amount $59,318,000
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 $228,000
Number of returns with income tax 2,900
Income tax amount [10] $50,457,000
Number of returns with tax liability 2,910
Total tax liability amount [11] $53,762,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 880
Tax due at time of filing amount [12] $4,850,000
Number of returns with overpayments refunded 1,880
Overpayments refunded amount [13] $9,197,000
Number of returns with credit to next year’s estimated tax 200
Credited to next year’s estimated tax amount $1,131,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,120
Number of single returns 140
Number of joint returns 940
Number of head of household returns 30
Number of returns with paid preparer's signature 920
Number of exemptions 3,100
Number of dependents 1,040
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] 370
Adjust gross income (AGI) [5] $475,618,000
Number of returns with total income 1,120
Salaries and wages amount $485,648,000
Number of returns with salaries and wages 990
Salaries and wages amount $284,843
Number of returns with taxable interest 810
Taxable interest amount $4,921
Number of returns with ordinary dividends 740
Ordinary dividends amount $15,092,000
Number of returns with qualified dividends 720
Qualified dividends amount [6] $11,677
Number of returns with state and local income tax refunds 470
State and local income tax refunds amount $2,975
Number of returns with business or professional net income (less loss) 300
Business or professional net income (less loss) amount $20,697,000
Number of returns with net capital gain (less loss) 710
Net capital gain (less loss) amount $61,758,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $10,556,000
Number of returns with taxable pensions and annuities 300
Taxable pensions and annuities amount $17,704,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $465,000
Number of returns with taxable Social Security benefits 200
Taxable Social Security benefits amount $5,706,000
Number of returns with partnership/S-corp net income (less loss) 360
Partnership/S-corp net income (less loss) amount $53,370,000
Number of returns with total statutory adjustments 460
Total statutory adjustments amount $10,030,000
Number of returns with educator expenses 110
Educator expenses amount $28,000
Number of returns with self-employment retirement plans 70
Self-employment retirement plans amount $2,492,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $1,540,000
Number of returns with IRA payments 40
IRA payments amount $349,000
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 50
Domestic production activities deduction amount $1,393,000
Number of returns with itemized deductions 1,100
Total itemized deductions amount $69,548,000
Amount of AGI for itemized returns $465,958,000
Number of returns with State and local income taxes 1,080
State and local income taxes amount $32,636,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $74,000
Number of returns with real estate taxes 1,060
Real estate taxes amount $15,438,000
Number of returns with taxes paid 1,100
Taxes paid amount $48,315,000
Number of returns with mortgage interest paid 890
Mortgage interest paid amount $11,926,000
Number of returns with contributions 1,050
Contributions amount $6,605,000
Number of returns with taxable income 1,120
Taxable income amount $396,720,000
Number of returns with income tax before credits 1,120
Income tax before credits amount $107,561,000
Number of returns with alternative minimum tax 760
Alternative minimum tax amount $5,936,000
Number of returns with total tax credits 450
Total tax credits amount $1,496,000
Number of returns with foreign tax credit 320
Foreign tax credit amount $1,021,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $59,000
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 $75,000
Number of returns with self-employment tax 280
Self-employment tax amount $2,756,000
Number of returns with total tax payments 1,120
Total tax payments amount $113,472,000
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 1,120
Income tax amount [10] $106,065,000
Number of returns with tax liability 1,120
Total tax liability amount [11] $112,327,000
Number of returns with net investment income tax 570
Net investment income tax $2,350,000
Number of returns with tax due at time of filing 530
Tax due at time of filing amount [12] $11,734,000
Number of returns with overpayments refunded 460
Overpayments refunded amount [13] $4,799,000
Number of returns with credit to next year’s estimated tax 170
Credited to next year’s estimated tax amount $7,692,000

[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.