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ZIP Code Database - Facts & Stats

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ZIP Code 08757 Income Tax Stats

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

ZIP Code 08757 Data

Zip Code:08757
City:Toms River
State:NJ [New Jersey]
Counties: OCEAN, NJ
City Alias(es):Toms River
Area Code:732 / 848 / 908
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





08757 Income Tax Overview

Total Number of Tax Returns for ZIP Code 08757 [1] 17,810
Total Number of Single Tax Returns for ZIP Code 08757 6,060
Total Number of Joint Tax Returns for ZIP Code 08757 6,140
Total Number of Dependents for ZIP Code 08757 4,980
Total Adjusted Gross Income for ZIP Code 08757 $854,127,000
Average Income per Person for ZIP Code 08757 $25,714
Average Income per Household for ZIP Code 08757 $47,958

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 6,660
Number of single returns 4,870
Number of joint returns 1,220
Number of head of household returns 470
Number of returns with paid preparer's signature 3,440
Number of exemptions 8,300
Number of dependents 1,060
Total number of volunteer prepared returns [5] 670
Number of volunteer income tax assistance (VITA) prepared returns [3] 190
Number of tax counseling for the elderly (TCE) prepared returns [3] 470
Number of volunteer prepared returns with Earned Income Credit 50
Number of refund anticipation check returns [3] 590
Number of elderly returns [4] 3,830
Adjust gross income (AGI) [5] $83,623,000
Number of returns with total income 6,660
Salaries and wages amount $84,700,000
Number of returns with salaries and wages 3,420
Salaries and wages amount $39,685
Number of returns with taxable interest 2,320
Taxable interest amount $1,772
Number of returns with ordinary dividends 1,400
Ordinary dividends amount $2,723,000
Number of returns with qualified dividends 1,250
Qualified dividends amount [6] $1,632
Number of returns with state and local income tax refunds 140
State and local income tax refunds amount $73
Number of returns with business or professional net income (less loss) 590
Business or professional net income (less loss) amount $3,621,000
Number of returns with net capital gain (less loss) 1,010
Net capital gain (less loss) amount $139,000
Number of returns with taxable individual retirement arrangements distributions 1,520
Taxable individual retirement arrangements distributions amount $8,483,000
Number of returns with taxable pensions and annuities 2,610
Taxable pensions and annuities amount $23,921,000
Number of farm returns 0
Number of returns with unemployment compensation 210
Unemployment compensation amount [7] $1,108,000
Number of returns with taxable Social Security benefits 1,160
Taxable Social Security benefits amount $2,130,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $94,000
Number of returns with total statutory adjustments 720
Total statutory adjustments amount $1,077,000
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 60
Self-employment health insurance deduction amount $165,000
Number of returns with IRA payments 30
IRA payments amount $114,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $154,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $61,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,210
Total itemized deductions amount $17,967,000
Amount of AGI for itemized returns $17,138,000
Number of returns with State and local income taxes 220
State and local income taxes amount $190,000
Number of returns with State and local general sales tax 800
State and local general sales tax amount $502,000
Number of returns with real estate taxes 1,060
Real estate taxes amount $3,806,000
Number of returns with taxes paid 1,190
Taxes paid amount $4,632,000
Number of returns with mortgage interest paid 640
Mortgage interest paid amount $2,953,000
Number of returns with contributions 890
Contributions amount $1,134,000
Number of returns with taxable income 2,730
Taxable income amount $16,115,000
Number of returns with income tax before credits 2,670
Income tax before credits amount $1,677,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 460
Total tax credits amount $155,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $83,000
Number of returns with retirement savings contribution credit 180
Retirement savings contribution credit amount $27,000
Number of returns with child tax credit 80
Child tax credit amount $30,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $7,000
Number of returns with self-employment tax 470
Self-employment tax amount $598,000
Number of returns with total tax payments 5,200
Total tax payments amount $8,792,000
Number of returns with earned income credit 1,190
Earned income credit amount [8] $2,030,000
Number of returns with excess earned income credit 970
Excess earned income credit (refundable) amount [9] $1,795,000
Number of returns with additional child tax credit 420
Additional child tax credit amount $481,000
Number of returns with refundable education credit 130
Refundable education credit amount $104,000
Number of returns with income tax 2,460
Income tax amount [10] $1,522,000
Number of returns with tax liability 2,880
Total tax liability amount [11] $2,235,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 650
Tax due at time of filing amount [12] $467,000
Number of returns with overpayments refunded 4,840
Overpayments refunded amount [13] $6,966,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $51,000

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

Number of returns 4,550
Number of single returns 2,730
Number of joint returns 1,230
Number of head of household returns 490
Number of returns with paid preparer's signature 2,600
Number of exemptions 7,020
Number of dependents 1,260
Total number of volunteer prepared returns [5] 260
Number of volunteer income tax assistance (VITA) prepared returns [3] 70
Number of tax counseling for the elderly (TCE) prepared returns [3] 200
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 500
Number of elderly returns [4] 2,490
Adjust gross income (AGI) [5] $165,266,000
Number of returns with total income 4,550
Salaries and wages amount $166,832,000
Number of returns with salaries and wages 2,840
Salaries and wages amount $88,012
Number of returns with taxable interest 1,560
Taxable interest amount $1,414
Number of returns with ordinary dividends 1,030
Ordinary dividends amount $2,894,000
Number of returns with qualified dividends 940
Qualified dividends amount [6] $1,932
Number of returns with state and local income tax refunds 400
State and local income tax refunds amount $183
Number of returns with business or professional net income (less loss) 330
Business or professional net income (less loss) amount $3,944,000
Number of returns with net capital gain (less loss) 700
Net capital gain (less loss) amount $1,205,000
Number of returns with taxable individual retirement arrangements distributions 1,030
Taxable individual retirement arrangements distributions amount $10,157,000
Number of returns with taxable pensions and annuities 1,980
Taxable pensions and annuities amount $39,259,000
Number of farm returns 0
Number of returns with unemployment compensation 220
Unemployment compensation amount [7] $1,473,000
Number of returns with taxable Social Security benefits 2,150
Taxable Social Security benefits amount $15,866,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $759,000
Number of returns with total statutory adjustments 660
Total statutory adjustments amount $1,566,000
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 50
Self-employment health insurance deduction amount $253,000
Number of returns with IRA payments 50
IRA payments amount $183,000
Number of returns with student loan interest deduction 310
Student loan interest deduction amount $364,000
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 1,430
Total itemized deductions amount $22,383,000
Amount of AGI for itemized returns $53,537,000
Number of returns with State and local income taxes 680
State and local income taxes amount $830,000
Number of returns with State and local general sales tax 680
State and local general sales tax amount $583,000
Number of returns with real estate taxes 1,250
Real estate taxes amount $4,747,000
Number of returns with taxes paid 1,430
Taxes paid amount $6,313,000
Number of returns with mortgage interest paid 890
Mortgage interest paid amount $4,624,000
Number of returns with contributions 1,180
Contributions amount $2,086,000
Number of returns with taxable income 4,410
Taxable income amount $86,790,000
Number of returns with income tax before credits 4,360
Income tax before credits amount $10,544,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 980
Total tax credits amount $650,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $47,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $147,000
Number of returns with retirement savings contribution credit 300
Retirement savings contribution credit amount $55,000
Number of returns with child tax credit 380
Child tax credit amount $355,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $31,000
Number of returns with self-employment tax 250
Self-employment tax amount $664,000
Number of returns with total tax payments 4,350
Total tax payments amount $17,013,000
Number of returns with earned income credit 450
Earned income credit amount [8] $958,000
Number of returns with excess earned income credit 360
Excess earned income credit (refundable) amount [9] $757,000
Number of returns with additional child tax credit 290
Additional child tax credit amount $415,000
Number of returns with refundable education credit 120
Refundable education credit amount $103,000
Number of returns with income tax 4,070
Income tax amount [10] $9,894,000
Number of returns with tax liability 4,160
Total tax liability amount [11] $10,743,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 900
Tax due at time of filing amount [12] $1,156,000
Number of returns with overpayments refunded 3,570
Overpayments refunded amount [13] $7,331,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $69,000

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

Number of returns 2,940
Number of single returns 1,430
Number of joint returns 1,160
Number of head of household returns 260
Number of returns with paid preparer's signature 1,850
Number of exemptions 5,010
Number of dependents 910
Total number of volunteer prepared returns [5] 110
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 90
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 220
Number of elderly returns [4] 1,800
Adjust gross income (AGI) [5] $180,948,000
Number of returns with total income 2,940
Salaries and wages amount $182,496,000
Number of returns with salaries and wages 1,950
Salaries and wages amount $95,279
Number of returns with taxable interest 1,230
Taxable interest amount $1,597
Number of returns with ordinary dividends 770
Ordinary dividends amount $2,673,000
Number of returns with qualified dividends 710
Qualified dividends amount [6] $1,875
Number of returns with state and local income tax refunds 640
State and local income tax refunds amount $438
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $2,749,000
Number of returns with net capital gain (less loss) 580
Net capital gain (less loss) amount $1,669,000
Number of returns with taxable individual retirement arrangements distributions 730
Taxable individual retirement arrangements distributions amount $9,200,000
Number of returns with taxable pensions and annuities 1,450
Taxable pensions and annuities amount $40,905,000
Number of farm returns 0
Number of returns with unemployment compensation 170
Unemployment compensation amount [7] $1,144,000
Number of returns with taxable Social Security benefits 1,530
Taxable Social Security benefits amount $24,450,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $622,000
Number of returns with total statutory adjustments 510
Total statutory adjustments amount $1,548,000
Number of returns with educator expenses 60
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $147,000
Number of returns with IRA payments 60
IRA payments amount $277,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $246,000
Number of returns with tuition and fees deduction 30
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 1,390
Total itemized deductions amount $23,918,000
Amount of AGI for itemized returns $86,362,000
Number of returns with State and local income taxes 970
State and local income taxes amount $1,983,000
Number of returns with State and local general sales tax 390
State and local general sales tax amount $433,000
Number of returns with real estate taxes 1,280
Real estate taxes amount $5,453,000
Number of returns with taxes paid 1,390
Taxes paid amount $8,018,000
Number of returns with mortgage interest paid 1,020
Mortgage interest paid amount $5,900,000
Number of returns with contributions 1,170
Contributions amount $2,436,000
Number of returns with taxable income 2,920
Taxable income amount $120,977,000
Number of returns with income tax before credits 2,920
Income tax before credits amount $17,293,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 670
Total tax credits amount $705,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $30,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $145,000
Number of returns with retirement savings contribution credit 90
Retirement savings contribution credit amount $14,000
Number of returns with child tax credit 310
Child tax credit amount $462,000
Number of returns with residential energy tax credit 80
Residential energy tax credit amount $38,000
Number of returns with self-employment tax 180
Self-employment tax amount $522,000
Number of returns with total tax payments 2,880
Total tax payments amount $20,558,000
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 $61,000
Number of returns with refundable education credit 80
Refundable education credit amount $79,000
Number of returns with income tax 2,870
Income tax amount [10] $16,587,000
Number of returns with tax liability 2,890
Total tax liability amount [11] $17,192,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 850
Tax due at time of filing amount [12] $1,804,000
Number of returns with overpayments refunded 2,020
Overpayments refunded amount [13] $5,008,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $100,000

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

Number of returns 1,730
Number of single returns 540
Number of joint returns 1,040
Number of head of household returns 110
Number of returns with paid preparer's signature 1,210
Number of exemptions 3,390
Number of dependents 620
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] 110
Number of elderly returns [4] 1,050
Adjust gross income (AGI) [5] $149,224,000
Number of returns with total income 1,730
Salaries and wages amount $150,423,000
Number of returns with salaries and wages 1,230
Salaries and wages amount $82,839
Number of returns with taxable interest 780
Taxable interest amount $1,360
Number of returns with ordinary dividends 550
Ordinary dividends amount $2,523,000
Number of returns with qualified dividends 500
Qualified dividends amount [6] $1,911
Number of returns with state and local income tax refunds 560
State and local income tax refunds amount $481
Number of returns with business or professional net income (less loss) 190
Business or professional net income (less loss) amount $2,053,000
Number of returns with net capital gain (less loss) 420
Net capital gain (less loss) amount $2,634,000
Number of returns with taxable individual retirement arrangements distributions 460
Taxable individual retirement arrangements distributions amount $7,877,000
Number of returns with taxable pensions and annuities 880
Taxable pensions and annuities amount $29,225,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $700,000
Number of returns with taxable Social Security benefits 880
Taxable Social Security benefits amount $18,634,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $806,000
Number of returns with total statutory adjustments 340
Total statutory adjustments amount $1,199,000
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 30
Self-employment health insurance deduction amount $193,000
Number of returns with IRA payments 40
IRA payments amount $193,000
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $147,000
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 970
Total itemized deductions amount $19,518,000
Amount of AGI for itemized returns $83,998,000
Number of returns with State and local income taxes 790
State and local income taxes amount $2,478,000
Number of returns with State and local general sales tax 170
State and local general sales tax amount $244,000
Number of returns with real estate taxes 900
Real estate taxes amount $4,298,000
Number of returns with taxes paid 970
Taxes paid amount $7,208,000
Number of returns with mortgage interest paid 770
Mortgage interest paid amount $5,148,000
Number of returns with contributions 830
Contributions amount $2,161,000
Number of returns with taxable income 1,720
Taxable income amount $106,881,000
Number of returns with income tax before credits 1,720
Income tax before credits amount $16,104,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 420
Total tax credits amount $542,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $31,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $90,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 220
Child tax credit amount $375,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $36,000
Number of returns with self-employment tax 130
Self-employment tax amount $405,000
Number of returns with total tax payments 1,700
Total tax payments amount $17,979,000
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 50
Refundable education credit amount $48,000
Number of returns with income tax 1,710
Income tax amount [10] $15,561,000
Number of returns with tax liability 1,710
Total tax liability amount [11] $15,993,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 560
Tax due at time of filing amount [12] $1,645,000
Number of returns with overpayments refunded 1,120
Overpayments refunded amount [13] $3,444,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $106,000

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

Number of returns 1,780
Number of single returns 310
Number of joint returns 1,380
Number of head of household returns 80
Number of returns with paid preparer's signature 1,220
Number of exemptions 4,200
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] 100
Number of elderly returns [4] 900
Adjust gross income (AGI) [5] $229,731,000
Number of returns with total income 1,780
Salaries and wages amount $231,370,000
Number of returns with salaries and wages 1,460
Salaries and wages amount $151,039
Number of returns with taxable interest 850
Taxable interest amount $1,517
Number of returns with ordinary dividends 600
Ordinary dividends amount $3,108,000
Number of returns with qualified dividends 560
Qualified dividends amount [6] $2,450
Number of returns with state and local income tax refunds 760
State and local income tax refunds amount $901
Number of returns with business or professional net income (less loss) 220
Business or professional net income (less loss) amount $3,267,000
Number of returns with net capital gain (less loss) 480
Net capital gain (less loss) amount $5,664,000
Number of returns with taxable individual retirement arrangements distributions 410
Taxable individual retirement arrangements distributions amount $10,257,000
Number of returns with taxable pensions and annuities 810
Taxable pensions and annuities amount $34,225,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $837,000
Number of returns with taxable Social Security benefits 700
Taxable Social Security benefits amount $16,919,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $2,036,000
Number of returns with total statutory adjustments 470
Total statutory adjustments amount $1,639,000
Number of returns with educator expenses 110
Educator expenses amount $31,000
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 $243,000
Number of returns with IRA payments 40
IRA payments amount $192,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $194,000
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 1,320
Total itemized deductions amount $31,425,000
Amount of AGI for itemized returns $174,433,000
Number of returns with State and local income taxes 1,220
State and local income taxes amount $6,495,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $184,000
Number of returns with real estate taxes 1,240
Real estate taxes amount $7,030,000
Number of returns with taxes paid 1,320
Taxes paid amount $13,902,000
Number of returns with mortgage interest paid 1,090
Mortgage interest paid amount $8,177,000
Number of returns with contributions 1,170
Contributions amount $3,135,000
Number of returns with taxable income 1,770
Taxable income amount $175,315,000
Number of returns with income tax before credits 1,770
Income tax before credits amount $29,856,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $72,000
Number of returns with total tax credits 570
Total tax credits amount $689,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $12,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $92,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $159,000
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 $341,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $70,000
Number of returns with self-employment tax 160
Self-employment tax amount $513,000
Number of returns with total tax payments 1,760
Total tax payments amount $32,170,000
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 $94,000
Number of returns with income tax 1,770
Income tax amount [10] $29,167,000
Number of returns with tax liability 1,770
Total tax liability amount [11] $29,873,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 600
Tax due at time of filing amount [12] $2,688,000
Number of returns with overpayments refunded 1,140
Overpayments refunded amount [13] $4,799,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $210,000

Adjusted Gross Income: $200,000 or more

Number of returns 150
Number of single returns 30
Number of joint returns 110
Number of head of household returns 0
Number of returns with paid preparer's signature 130
Number of exemptions 350
Number of dependents 90
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] $45,335,000
Number of returns with total income 150
Salaries and wages amount $45,658,000
Number of returns with salaries and wages 110
Salaries and wages amount $20,108
Number of returns with taxable interest 90
Taxable interest amount $251
Number of returns with ordinary dividends 70
Ordinary dividends amount $1,254,000
Number of returns with qualified dividends 70
Qualified dividends amount [6] $1,115
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $110
Number of returns with business or professional net income (less loss) 30
Business or professional net income (less loss) amount $797,000
Number of returns with net capital gain (less loss) 70
Net capital gain (less loss) amount $6,471,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $3,677,000
Number of returns with taxable pensions and annuities 80
Taxable pensions and annuities amount $5,054,000
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 60
Taxable Social Security benefits amount $1,527,000
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 30
Total statutory adjustments amount $323,000
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 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 140
Total itemized deductions amount $6,184,000
Amount of AGI for itemized returns $42,026,000
Number of returns with State and local income taxes 130
State and local income taxes amount $1,759,000
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 130
Real estate taxes amount $840,000
Number of returns with taxes paid 140
Taxes paid amount $2,674,000
Number of returns with mortgage interest paid 100
Mortgage interest paid amount $836,000
Number of returns with contributions 130
Contributions amount $600,000
Number of returns with taxable income 150
Taxable income amount $37,822,000
Number of returns with income tax before credits 150
Income tax before credits amount $8,746,000
Number of returns with alternative minimum tax 70
Alternative minimum tax amount $285,000
Number of returns with total tax credits 30
Total tax credits amount $19,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 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 20
Self-employment tax amount $139,000
Number of returns with total tax payments 150
Total tax payments amount $6,937,000
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 150
Income tax amount [10] $8,706,000
Number of returns with tax liability 150
Total tax liability amount [11] $9,109,000
Number of returns with net investment income tax 60
Net investment income tax $114,000
Number of returns with tax due at time of filing 90
Tax due at time of filing amount [12] $2,536,000
Number of returns with overpayments refunded 60
Overpayments refunded amount [13] $295,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

[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.